Financial Analyst

Segrera Associates; Boca Raton (FL); On-site; USD 65,000 - 85,000; Full time

Job summary

Segrera Associates, based in Boca Raton, Florida, is looking for a Financial Analyst to strengthen its finance team. This role entails preparing financial reports, performing business analysis, and partnering with various departments. Ideal candidates should have a bachelor's degree in finance or a related field, along with 2-5 years of relevant experience.

The position offers valuable exposure to leadership and opportunities to enhance reporting processes and financial insights. Strong analytical and Excel skills are essential for success in this dynamic environment.

Qualifications

• 2–5 years of experience in financial analysis, reporting, or related roles.
• Experience with large data sets and business intelligence tools.
• Understanding of financial statements and analysis concepts.

Responsibilities

• Prepare financial reports and management dashboards.
• Assist with monthly and quarterly reporting processes.
• Analyze financial data to identify trends and insights.
• Support budgeting and forecasting activities.
• Participate in executive presentations and management reporting.

Skills

Financial analysis

Strong Excel skills

Analytical skills

Communication skills

Organizational skills

Education

Bachelor's degree in Finance, Accounting, Economics, or Business

Tools

Power BI

Tableau

Job description

A growing financial services organization is seeking a Financial Analyst to join its finance team. This role will support financial reporting, business analysis, and management reporting activities while partnering with various departments across the organization. The position offers strong exposure to leadership and provides an opportunity to contribute to reporting improvements, business insights, and financial planning initiatives.

Key Responsibilities

• Prepare recurring financial reports, management dashboards, and performance reporting packages.
• Assist with monthly and quarterly reporting processes, including variance analysis and business performance reporting.
• Support the development and maintenance of reporting tools and dashboards to improve visibility into key business metrics.
• Analyze financial and operational data to identify trends and provide meaningful business insights.
• Partner with teams across operations, sales, and other business functions to support reporting and analytical needs.
• Assist with budgeting, forecasting, and financial planning activities.
• Support ad hoc analysis and special projects for finance leadership and senior management.
• Participate in the preparation of executive presentations and management reporting materials.
• Help identify opportunities to improve reporting processes, data quality, and overall efficiency.
• Utilize business intelligence and reporting tools to enhance data accessibility and decision-making.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Approximately 2–5 years of experience in financial analysis, reporting, accounting, FP&A, or related analytical roles.
• Strong Excel skills and experience working with large data sets.
• Experience with reporting or visualization tools such as Power BI, Tableau, or similar platforms is a plus.
• Understanding of financial statements and basic financial analysis concepts.
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience within financial services, lending, banking, or other data-driven industries is helpful but not required.

Preferred Background

Candidates with experience in financial reporting, business analysis, accounting, banking, lending, corporate finance, or data analytics environments are encouraged to apply.