Job Description

Job Description

Job Description

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Senior Financial Analyst. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Follow the company's Financial Analysis Policies and Procedures to ensure all work meets established financial review standards and delivers high-quality outcomes.
• Analyze sponsor organizations' and guarantors' financial statements, including schedules of real estate owned, commitments, contingencies, budgets, and forecasts. Ensure thorough assessment of all relevant financial data.
• Communicate professionally with sponsors and guarantors to clarify financial diligence items, address inquiries, and resolve any issues that arise during the financial review process.
• Prepare comprehensive narratives documenting the financial analysis, identifying potential concerns, and drawing conclusions about the financial health of sponsors and guarantors for inclusion in investment proposals and internal communications.
• Present findings and respond to questions related to sponsor and guarantor reviews during internal meetings, including the Investment Review Committee, providing insights on the financial conclusions drawn.
• Keep the VP regularly informed about the status of ongoing financial reviews, discussing any delays, challenges, or issues that may affect the process.
• Identify inefficiencies in the financial review process and propose solutions to enhance team performance and streamline workflows.
• Support the team by conducting various financial analyses and participating in special projects as needed.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

Bachelor’s degree in finance, accounting, or a related field; at least 2-4 years of experience in financial analysis, accounting, or a similar financial discipline. 

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

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