Financial Manager
A NY based client of mine is offering an exciting opportunity in the financial services industry in New York for a Senior Financial Analyst / Finance Manager to join a leading wealth advisory firm. This role will be instrumental in financial forecasting, modeling, and strategic analysis, supporting leadership in making data-driven decisions to drive profitability and efficiency.
Key Responsibilities:
- Develop dynamic, scalable financial forecasting models that integrate financial statements, assumptions, and key metrics.
- Prepare, analyze, and summarize financials and key performance indicators (KPIs) for the leadership team.
- Provide analytical decision support with a focus on revenue/cost initiatives and return on investment (ROI) analysis.
- Assist financial advisor teams with custom modeling, reporting, forecasting, and ad hoc analysis to improve profitability.
- Identify opportunities to enhance efficiencies in finance, accounting, and reporting processes.
- Lead the evaluation and implementation of financial reporting and automation software.
- Support the CFO with various ad hoc financial analysis requests.
✔ Bachelor’s degree in Finance, Accounting, or a related field (MBA or CFA a plus).
✔ 5+ years of experience in financial analysis, forecasting, and financial modeling.
✔ Prior experience in wealth management, financial services, or investment advisory preferred.
✔ Strong understanding of financial reporting, KPIs, and strategic analysis.
✔ Advanced proficiency in Excel and financial modeling (experience with automation tools a plus).
✔ Experience with financial planning software and reporting tools (NetSuite, Adaptive Insights, Tableau, etc.).
✔ Excellent analytical and problem-solving skills with the ability to interpret complex financial data.
✔ Strong communication and presentation skills to effectively convey insights to leadership.