Strategic Finance Analyst
New York, New York • $80,000-$100,000
About the Company:
Our client is a capital markets group with over $6 billion in AUM with investors including pension funds, endowments, foundations, and insurance companies. The Strategic Finance Analyst will be part of a team that provides oversight over the firms portfolio companies.
Responsibilities:
- Obtain and monitor monthly financial reports and timetables
- Analyze financial reports and review findings with investment teams
- Prepare KPIs for the investment and operating teams
- Oversee the development of board reports
- Manage portfolio company budgets and five year projections
- Support the investment and operating teams in executing both portfolio wide and portfolio company specific strategic initiatives
Requirements:
- Bachelor’s degree required
- CPA required
- 3-5 years of experience as a financial analyst
- Strong background in financial reporting and financial modeling
- Proficiency in Microsoft Excel
Salary Range:
$80,000-$100,000
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