Senior Financial Analyst, CFA Charterholder - Remote

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.

In Short

• 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

Requirements

• 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

Benefits

• Unlimited vacation
• Ongoing education and training
• Bonuses