Senior Financial Analyst

Our client, an investment management company based in Princeton, is seeking a Senior Financial Analyst to join their finance team. This role supports portfolio performance analysis, budgeting, and financial reporting for a growing book of institutional accounts. The position works closely with senior leadership to translate financial data into actionable insights.

The ideal candidate has strong Excel and financial modeling skills along with experience in a corporate finance or investment environment. This is a full-time, on-site position offering direct exposure to senior decision-makers and a clear path for advancement within the finance organization.

Responsibilities

• Prepare monthly and quarterly financial reports for senior management
• Build and maintain financial models to support forecasting and budgeting
• Analyze portfolio performance and variance against projections
• Partner with accounting to ensure accurate month-end close
• Support annual budget preparation and reforecasting cycles
• Present financial findings to leadership and department heads
• Identify process improvements for reporting accuracy and efficiency
• Assist with ad hoc financial analysis and special projects

Requirements

• Bachelor's degree in Finance, Accounting, or related field
• 5+ years of experience in financial analysis or corporate finance
• Advanced proficiency in Excel including pivot tables and financial modeling
• Experience with ERP or financial reporting systems
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Ability to manage multiple deadlines in a fast-paced environment
• CPA or progress toward CFA a plus

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and company holidays
• Life and disability insurance
• Annual performance bonus eligibility
• Tuition reimbursement program
• Professional development support
• On-site parking