Senior Financial Analyst, CFA Charterholder

2 weeks ago

Santa Rosa, Philippines FinStrat Management Full time

Overview FinStrat Management (FSM) is seeking a motivated individual to join our team as a Senior Financial Analyst - CFA. This is a full-time remote role. Responsibilities Execute research and financial analysis Develop analysis on budgets, forecasts and sales margins Conduct small-scale projects, and ad hoc analysis and reporting Generate forecasts and analyzes trends for financial and strategic planning purposes Create financial models of “what if” scenarios to help future business planning decisions Provide support for pricing and sales Provide interpretation of financial data in spreadsheets, charts, and reports Identify and resolve discrepancies in data Assist in development and delivery of various reporting packages Prepare financial deliverables, correspondence and filings Ensure assignments meet the firms’ quality standards Review, analyze and consolidate data from multiple sources Work closely with CFO and Controller teams Communicate engagement matters to managers and partners Provide five-star client service Qualifications CFA Charterholder, or at a minimum CFA Level 2 candidacy Ability to assemble, communicate and present information clearly Proficiency in Microsoft Excel and Google Sheets Excellent verbal, written and interpersonal communication skills Must exhibit strong analytical / critical thinking skills Solve problems using a detailed and well-ordered approach Be attentive to detail, maintain standards and actively check for data accuracy before conveying final work product Soft Skills Ability to handle multiple engagements simultaneously Commitment and ability to meet critical business deadlines Self-starter with strong organizational skills Exceptional attention to detail Excellent research and problem-solving skills Strong technology and software acumen Comfortable learning new software programs Able to receive constructive feedback Comfortable working in a dynamic environment Education Bachelor’s degree in Accounting, Business, or Finance and at least two years of relevant experience CFA and/or CPA preferred but not required (the company will reimburse exam costs following successful completion) Benefits Unlimited vacation Ongoing education and training Bonuses #J-18808-Ljbffr

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