Senior Financial Analyst
- Be an Excel savant, owning Caliber’s business model.
- Conduct thorough financial analysis, including scenario modeling, asset and fund level builds, and trend analysis to provide actionable insights and recommendations to the management team.
- Provide insightful financial analysis, forecasting, budgeting, and reporting to support key decision-making processes within the organization.
- Develop and maintain ad hoc financial models and forecasts, ensuring accuracy and reliability.
- Collaborate with cross-functional teams to gather relevant financial data and assumptions, ensuring alignment with business objectives and strategic plans.
- Prepare comprehensive financial reports, dashboards, and presentations for senior management, highlighting key findings, trends, and areas of improvement.
- Assist in the development and monitoring of annual budgets, quarterly forecasts, and long-term strategic plans.
- Provide support in evaluating and analyzing investment opportunities, including financial due diligence, ROI analysis, and sensitivity analysis.
- Identify and communicate risks and opportunities to management, offering proactive solutions and strategies to mitigate risks and capitalize on opportunities.
- Stay updated on industry trends, economic factors, and changes in accounting standards that may impact financial analysis and reporting.
- Participate in ad hoc projects, as assigned by management.
- Other duties as assigned.
- Bachelor’s degree in finance or related field of study (Finance or Accounting preferred).
- Advanced Excel modeling skills required.
- 3+ years relevant work experience in financial forecasting, reporting, and analysis.
- Experience with Planning, Reporting, BI and visualization systems required.
- Previous corporate finance experience.
- Strong problem-solving skills and ability to use best judgement to work through challenges.
- Ability to work in a fast-paced environment under deadline pressure.
- Ability to adapt to processes and deal with ambiguity.
- Clear, effective oral and written communication skills are required - must be careful listener and clear communicator.
- Discretionary Paid Time Off
- Volunteer Paid Time Off
- Paid Holidays
- 401k with Company Match
- Company Bonus Program
- Pet Discount Program
- Medical Insurance – Company pays employee monthly premium
- Vision Insurance
- Dental Insurance
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Company paid life insurance
- Company paid Short Term Disability
- Additional voluntary life insurance options
- Long Term Disability options
- Tuition Assistance Program
#LI-Onsite
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