Financial Analyst

Company: Creative Financial Staffing
Location: Fort Lauderdale
Posted on: January 13, 2021

Job Description:

Overview: --- Our client is an asset management company in the Ft Lauderdale area --- They are high growth company they have grown from $500M to over $5B in assets under management --- They have 5 offices in the US and growing --- They have a strong mission focused on Diversity, Entrepreneurship, accountability, teamwork and respect --- In 2016, they developed an official ESG (Environmental Social and Governance) policy to ensure ESG factors are part of their investment decision process --- This role reports directly to the companys CFO who is a CPA out of both Big 4 and top 10 firms Responsibilities of the role: --- Annual budgeting and planning process. Work with various business units across the firm and effectively communicate data into meaningful and focused presentation to drive decision making and action --- Prepare financial analysis, actual vs budget results, and materials for management committee --- Build and maintain periodic forecasts and cash flow analysis --- Work alongside Accounting team on monthly/quarterly close process, preparing financial statements, credit card processing, and assisting with A/P Qualifications of the role: --- 4-5+ years of work experience in a analytical role with a background in accounting --- Bachelors in Accounting or Finance required --- Experience working with a private debt equity/hedge fund is a PLUS --- Advanced excel skills and good understanding of GAAP

Keywords: Creative Financial Staffing, Fort Lauderdale , Financial Analyst, Professions , Fort Lauderdale, Florida