Associate Financial Analyst
Your specific duties as an Associate will include:
Must be able to read, analyze and interpret statements then turn into a story.
Business writing is a must.
Serve as the team’s go-to resource for accounting issues and financial analysis.
Summarize clients’ historical financial performance using internal financial statements, tax returns, management reports, and accountant-prepared documents to create presentation-quality marketing data.
Identify trends, anomalies, and errors in client financial statements, discuss with clients, and annotate marketing data accordingly.
Ability to read, analyze and interpret financial statements, tax returns, business periodicals, professional journals, technical procedures, and governmental regulations.
Ability to write reports, business correspondence, and marketing materials in clear, concise business English.
Ability to effectively present information and respond to questions from managers, clients, and acquirers.
Advanced proficiency in Excel including the ability (i) to craft new worksheets as necessary to analyze and explain unique situations, (ii) to convert data into a wide array of graphic presentations, and (iii) to assist other team members in less advanced Excel features.
Job Type: Full-time