Senior Financial Analyst – Investment Manager

Senior Financial Analyst – Investment Manager

A leading investment management firm is seeking a Senior Financial Analyst to join its Financial Planning & Analysis team. This individual will play a key role in budgeting, forecasting, management reporting, and strategic financial analysis while partnering closely with senior business leaders across the organization.

This position offers excellent visibility across the business and is well-suited for professionals looking to leverage a foundation in public accounting, corporate finance, FP&A, or accounting into a broader finance role within a dynamic investment management environment.

Key Responsibilities

* Support annual budgeting, quarterly forecasting, and periodic reforecasting processes

* Analyze business performance and provide meaningful variance and trend analysis

* Prepare reporting packages and financial presentations for senior leadership

* Assist with long-term strategic planning and financial modeling initiatives

* Partner with accounting, finance, and business leaders to evaluate financial results and key business drivers

* Support month-end and quarter-end reporting activities

* Participate in special projects, process improvements, and ad hoc financial analyses

* Identify risks, opportunities, and key insights to support decision-making

Qualifications

* Bachelor’s degree in Accounting, Finance, Economics, Business, or a related field

* 2+ years of relevant experience in FP&A, corporate finance, accounting, audit, or financial analysis

* Strong consideration will be given to candidates coming from:

• Big Four or large regional public accounting firms
• Corporate Finance Development Programs (FDP/FLDP)
• Large-company FP&A teams
• Large-company accounting and finance organizations

* Advanced Excel skills and strong analytical capabilities

* Excellent attention to detail and organizational skills

* Strong written and verbal communication skills

* Ability to work effectively across departments and interact with stakeholders at various levels

* Experience with financial planning and reporting systems is a plus

Compensation & Work Schedule

* Base salary: $90,000-$105,000

* Annual bonus opportunity

* Hybrid schedule with 3 days per week in the office

Why Consider This Opportunity?

* Exposure to senior leadership and key business decisions

* High-impact FP&A and strategic finance responsibilities

* Collaborative team environment with strong growth potential

* Opportunity to develop broad financial and business management skills within a leading investment management platform

Interested in learning more?

Confidentially apply today to learn more about this opportunity and other similar searches in the market.