Finance Analyst

Overview

• Provide strategic financial advisory services to public entities, focusing on tax-exempt bonds and innovative financial solutions.
• Collaborate with seasoned advisors on diverse projects, including proposals, offering statements, and client presentations.
• Perform detailed quantitative analyses and financial research to support decision-making and optimize strategies.
• Develop impactful presentation materials tailored to client needs and objectives.
• Engage in comparative analysis of financial and economic data to support advisory recommendations.
• Enhance professional skills in financial modeling and advisory techniques within a collaborative team environment.
• Participate in professional development programs and mentorship opportunities to advance your career.

Key Responsibilities & Duties

• Prepare detailed proposals, offering statements, and comprehensive client reports with precision and clarity.
• Conduct in-depth analyses of financing options and strategic opportunities for public entities.
• Utilize advanced software tools for quantitative financial analysis and modeling tasks.
• Collaborate with team members to create impactful presentations for clients and stakeholders.
• Research financial trends and data to inform advisory strategies and recommendations.
• Ensure accuracy and timeliness in project deliverables and adherence to deadlines.
• Support senior advisors during client meetings and presentations to provide value-added insights.
• Develop expertise in public finance and tax-exempt bond markets through hands-on experience.

Job Requirements

• Bachelor’s degree in accounting, economics, finance, or a related field is required.
• Intermediate to advanced proficiency in Microsoft Word, Excel, and PowerPoint is essential.
• Strong writing and communication skills for effective client interaction and reporting.
• Ability to manage multiple projects simultaneously and meet strict deadlines.
• Familiarity with accounting concepts and financial terminology is preferred.
• Commitment to obtaining the Series 50 license within one year of hire.
• Minimum GPA of 3.5 in relevant coursework is required.
• Demonstrated ability to work collaboratively in a team-oriented environment.