Senior Financial Analyst (CFA Charterholder)

The Role We are seeking a highly skilled and analytical Senior Financial Analyst with a CFA designation to join our team. This role is ideal for a detail-oriented professional with a strong foundation in investment analysis, financial modeling, and strategic planning. You will be instrumental in guiding data-driven decisions that support our client's growth and financial health. Responsibilities - Conduct in-depth financial analysis to support strategic initiatives and business decisions - Develop, maintain, and improve complex financial models and forecasting tools - Prepare monthly, quarterly, and annual financial reports and present key findings to senior management - Analyze trends in financial performance and provide recommendations for improvement - Perform research and financial / investment due diligence on private and public assets, including early-stage companies, VC funds, and real estate. - Evaluate investment opportunities and support capital allocation decisions - Prepare financial / investment due diligence reports for internal and external clients - Partner with cross-functional teams (e.g., operations, sales, product) to support budgeting and forecasting processes - Assist in scenario and sensitivity analysis for key business drivers - Monitor economic, industry, and market trends and assess their impact on the company’s financial plans - Support M&A activities, including due diligence, valuation modeling, and integration planning Job Requirements Professional Knowledge - CFA Charterholder (required) - Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA or Master’s degree preferred) - 5+ years of progressive experience in financial analysis, corporate finance, or investment banking - Advanced Excel and financial modeling skills; proficiency with financial planning software and ERP systems - Investment due diligence experience with both public and private companies - Strong analytical, problem-solving, and presentation skills - Excellent written and verbal communication skills - Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment 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 Benefits and Perks - Unlimited vacation - Ongoing education and training - Bonuses Originally posted on Himalayas