Job Description

SENIOR FINANCIAL ANALYST (Full-Time)

Job Description

The Senior Financial Analyst is responsible for delivering high-quality financial reporting, analysis, and insights to support operational performance, strategic decision-making, and client needs. This role combines traditional FP&A responsibilities with specialized support for Private Equity (PE) and Commercial Real Estate (CRE) clients.

Core Responsibilities

Financial Reporting, Planning & Analysis

  • Own full P&L performance review for assigned business units or client portfolios.

  • Lead annual budgeting cycles, periodic reforecasting, and operational variance analysis.

  • Perform monthly financial due diligence, including reviews of actuals vs. budgets/forecasts.

  • Extract, validate, and analyze data from Excel, BI tools, systems, and financial software.

  • ...

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