Senior Financial Analyst x x Eastside

Senior Financial Analyst – Sr. Financial Analyst – Investment Banking – FP&A – Financial Planning & Analysis – Financial Modeling – Discounted Cash Flow – DCF – LBO – Levered Buy Out – NPV – Net Present Value – Securities

Are you an experienced Analyst in investment banking who is looking to move into a stable company with more work-life balance? If so, then we are working on a Senior Financial Analyst role that you would be a great fit for!

A professional services company is looking to add a Senior Financial Analyst to its team. In this newly created position, the Senior Financial Analyst will be responsible for dividends expectation, forecasting models, NPV, investment management, marketable securities, and alternative investments. To be successful in this role, the Senior Financial Analyst will need to be friendly, team-oriented, and have emotional intelligence. Does this sound like you or someone you know?

If so, then please read the full Senior Financial Analyst job description to see if this could be a good match for you or someone else!

• Bachelor’s Degree in Finance, Accounting, or related field
• 4+ years of investment banking experience
• Advanced Excel
• Very strong financial modeling skills

• Perform quantitative and qualitative analysis across equities, fixed income, private equity, real assets, and alternative investments.
• Build and maintain financial models.
• Assess investment performance and provide insights to support portfolio optimization and strategic allocation.
• Research and prepare economic and financial reports covering returns, depreciation, working capital, regulatory impacts, and overall investment performance.
• Track market trends, economic indicators, and industry developments.
• Evaluate funding needs for upcoming business initiatives.
• Partner with senior leadership on strategic decisions, capital planning, and risk management.
• Prepare investment memos, presentations, and committee materials.
• Conduct operational and workflow analyses.
• Create clear reports, analyses, and presentations.
• Perform studies on complex financial issues and recommend improvements to policies, controls, or procedures.
• Lead preparation of budgets, financial plans, cash-flow forecasts, and regulatory or statistical reports.
• Build and maintain databases.

• Robust retirement plan – pension and 401K match
• Tuition reimbursement
• Annual merit increases
• Discounts on products and services
• Compassionate and friendly environment with low employee turnover
• Creative team with lots of interesting projects to work on and opportunity to get lots of exposure to different areas of the business

So, if you are an experienced Investment Banking Analyst who is looking to move into industry then we want to hear from you! Please submit your resume for this Senior Financial Analyst role as we would love to connect with you!