Senior Associate

Baobob Management; Stamford (CT); On-site; USD 135,000 - 165,000; Full time

Job summary

A financial management firm in Stamford, CT is seeking a Senior Associate to assist executives in high-impact decision-making through financial analysis and budgeting. The ideal candidate will have 4-6 years of experience and a Bachelor's degree in Finance or a related field. Proficiency in Microsoft Office and strong analytical skills are crucial for this in-office position. Competitive salary of up to $150k offered.

Qualifications

• 4-6 years of experience in financial analysis or related field.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.

Responsibilities

• Prepare and maintain financial models and updates based on results.
• Develop streamlined financial reporting for senior leadership.
• Lead development and monitoring of the annual budget.

Skills

Analytical skills

Interpersonal skills

Problem-solving skills

Microsoft Excel

Microsoft PowerPoint

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Office Suite

Job description

Note: This position will be in-office and will be required to report to the Stamford, CT office

Position Summary

As the Senior Associate, you will play a pivotal role in assisting our executives in making high-impact decisions that shape the future of the organization. This role will be responsible for financial analysis, forecasting, and budgeting across the portfolio businesses, building and maintaining dynamic financial models, and collaborating across all business functions in support of multiple lines of business to help accelerate profitable growth.

Primary Job Duties

The role will work closely with the executive team, finance, accounting, and operations teams to put together financial models, pitch decks, and other materials. This role will also work with the senior management team to formulate the mid to long-term financial and strategic plan. You will work with the leaders of each department to assist them to build their annual budgets and forecasts and produce models to project long-term growth and determine impacting business factors.

• Prepare and maintain financial models (including income statement, balance sheet and cash flows) and update it based on results and projected operating metrics
• Develop, streamline, and continuously improve internal financial reporting for senior leadership, inclusive of revenue, key performance indicators, expense, and profit performance and variance drivers across all departments
• Lead the development and monitoring of the annual budget and financial plan, including developing annual operating plan and performance indicators, in collaboration with the executives and senior staff
• Provide ad hoc financial analysis and support across the entire business
• Proactively identify and suggest opportunities for value-add financial analysis and process improvement
• Become an expert in underlying data across multiple systems
• Perform other duties as assigned

Education

• Bachelor's degree in Finance, Accounting, Economics, or a related field preferred.

Qualifications

• Bachelor’s degree in Finance or a related field
• 4-6 years of experience
• Proficient in Microsoft Office suite (Excel, Outlook, Word, PowerPoint)
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Hotel / Hospitality experience preferred

Working Conditions

• Desk-based environment 100% on site, five days per week.
• Regular use of computer systems and software for data analysis, modeling, and presentations.
• Collaborative work with team members and stakeholders across various departments.
• Occasional requirement for extended periods of sitting and concentration.
• Flexible schedule may be necessary to accommodate deadlines and business needs.

Compensation

• Up to $150k annual salary.