Financial Analyst

Analyzes financial information to support business and investment decisions, spanning both corporate finance and investment research. Corporate finance work includes financial planning and analysis (FP&A), accounting, tax, and audit — conducting variance analysis, preparing financial reports and presentations, creating budget forecasts, evaluating internal investment proposals, monitoring performance against targets, and supporting strategic planning initiatives. Investment research work includes equity research (sell-side and buy-side), fixed-income and credit research, mergers & acquisitions (M&A) analysis, leveraged buyout (LBO) and discounted cash flow (DCF) modeling, private equity and venture capital due diligence, quantitative finance analysis, and portfolio analysis — building valuation models, screening investment opportunities, writing research notes, and supporting deal teams. They work with financial statements, market data, large datasets, and statistical/financial models, and collaborate with finance, strategy, deal, and operating teams. Daily tasks involve data analysis, financial modeling, report and memo preparation, variance analysis, comparable-company analysis, presentation development, and stakeholder meetings. Financial Analysts also conduct market and industry research, evaluate business proposals, and provide recommendations for cost optimization, revenue enhancement, and capital allocation.