Sign upLog in

Senior Financial Analyst - Portfolio Management & Strategy

Holman Enterprises, Inc.

Mount Laurel, New Jersey

Apply
JOB DETAILS
SKILLS
Accounting, Analysis Skills, Business Administration, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Communication Skills, Data Analysis, Data Mining, Data Visualization Tools, Finance, Financial Analysis, Financial Statements, Investment Management, Management Strategy, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Organizational Skills, Portfolio Analysis, Power BI, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Research Skills, SAP BusinessObjects, Tableau, Time Management, Trend Analysis, Writing Skills
LOCATION
Mount Laurel, New Jersey
POSTED
30+ days ago

Principal Purpose of Position: ​

  • Be the lead analyst on non-standard client analyses and long term projects
  • Create new tools and improve upon existing processes
  • Utilize data mining techniques and in depth analysis to develop solutions for ad hoc requests
  • Apply knowledge of Microsoft Office and other software to improve efficiency and accuracy of group output
  • Utilize expertise to help develop junior team members’ technical skills
  • Lead projects and be able to review the work of other Financial Analysts
  • Perform all other duties and special projects as assigned.

Education and/or Training:

  • Bachelor’s degree in Accounting, Finance, or a related field
  • MBA, other Graduate degrees, CPA or CFA a plus

Relevant Work Experience:

  • 3-5 years of experience in finance, accounting, or data analytics
  • Working knowledge of Business Object or similar packages
  • Able to read and understand Financial Statements
  • Experience collecting and analyzing raw data to identify trends, patterns, and anomalies
  • Proficient in Microsoft Office (Excel, PowerPoint, Word & Outlook)
  • Familiar with data analytics/visualization tools (Power BI, Tableau, etc.)

Planning/Organizing/Managerial Knowledge:

  • Strong analytical and problem solving skills, with the ability to communicate findings
  • High standards of accuracy and ability to self-review work
  • Able to manage multiple priorities under competing deadlines
  • Highly organized
  • Comfortable working in a high-paced, deadline driven environment

Communicating & Influencing Skills:

  • Strong verbal and written communication skills
  • Able to work effectively independently as well as collaboratively within a team
  • Able to summarize data and present findings in a easy to understand format
  • Strong research and presentation skills
  • Comfortable with presenting to high level internal and external clients
  • Responds to non-standard requests from customers and the business; investigates with assistance from others as needed

#LI-HYBRID

#LI-BS1

About the Company

H

Holman Enterprises, Inc.