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Lead Financial & Business Analyst – Wealth Management
Job in
New Bedford, Bristol County, Massachusetts, 02746, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Financial Analyst -
Business
Financial Analyst
Job Description & How to Apply Below
- Analyze business performance, financial results, and key metrics to identify trends, risks, and opportunities
- Lead the creation and maintenance of financial models for budgeting, forecasting, and strategic initiatives
- Proactively collaborate with subject matter experts to acquire knowledge necessary to build and interpret analytics
- Prepare analytical illustrations to share with leaders and SMEs
- 5+ years’ experience developing and presenting financial and business analytics
- 5+ years’ experience analyzing financial statements and interpreting results
- Advanced analytical aptitude
- Experience working across multiple business areas and/or lines of business
- Advanced experience with Excel and other data/analytics tools
Demonstrates advanced analytical aptitude with over 5 years of experience in developing financial models, analyzing financial statements, and interpreting business analytics across multiple business areas. Proficient in collaborating with subject matter experts to create impactful analytical illustrations for leadership.
Highest-signal resume keywords- Financial Analysis
- Financial Modeling
- Data Analytics Tools
- Excel Proficiency
- Business Performance Analysis
- Financial Analysis
- Financial Modeling
- Business Analytics
- Data Interpretation
- Budgeting
- Forecasting
- Trend Analysis
- Risk Identification
- Key Metrics Analysis
- Analytical Illustration
- Collaboration
- Communication
- Business Performance
- Financial Results
- Strategic Initiatives
- Subject Matter Experts
- Multiple Business Areas
- Excel
- Data Analytics Tools
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