Job Description

The Financial Analyst supports the finance team in partnering with various business units to align capital strategies with operational needs and strategic goals. This role assists in gathering and analyzing financial data to produce reports on profit and loss, balance sheets, cash flow, and pricing. The analyst helps in the forecasting process by collecting relevant data and identifying trends, contributing to weekly, monthly, and long-term projections. They learn to apply Generally Accepted Accounting Principles (GAAP) in their work and begin to understand the organization’s financial goals and policies. The junior analyst aids in maintaining business controls and assists in preparing financial results for internal and external reporting. This position offers an opportunity to develop skills in financial analysis, forecasting, and business partnering while working under the guidance of senior finance professionals. The ideal candidate should have a strong foundation in finance and accounting principles, be detail-oriented, and possess good analytical and communication skills. This role provides a platform for growth and learning in corporate finance, preparing the individual for future advancement in financial planning and analysis.

Key Responsibilities

1.  Develop and maintain sophisticated financial models across various sectors, with a focus on Information Technology, Consumer Discretionary, and Industrials.
2.  Conduct fundamental research on public companies, analyzing business models, industry dynamics, and financial performance.
3.  Create and customize financial models incorporating GAAP and Non-GAAP reconciliations to accurately depict core earnings and sector-specific trends.
4.  Perform valuation analysis using methods such as relative valuation, Sum of the Parts (SOTP), and Discounted Cash Flow (DCF).
5.  Update and maintain models during earnings cycles, ensuring timely delivery to meet client needs.
6.  Summarize earnings calls and industry research to extract key insights for portfolio managers.
7.  Draft detailed research reports on listed companies, providing thorough evaluations of financials, industry dynamics, and business models.
8.  Forecast financial statements (IS, BS, CF) and debt schedules based on industry-specific metrics and company guidance.
9.  Track macro-outlook and corporate actions to incorporate changes in company models.
10.  Interact with clients to understand their specific requirements and adapt workflows accordingly.

Skills, Knowledge and Expertise

1.  Master’s degree in Finance, Management, or related field.
2.  1-3 years of experience in financial analysis, equity research, or related roles.
3.  Strong proficiency in financial modeling and valuation techniques.
4.  Advanced skills in Excel and other MS Office tools.
5.  Experience with financial databases such as Refinitiv, InSync ISTARI, Bloomberg, or CapIQ.
6.  Excellent analytical and problem-solving skills.
7.  Strong verbal and written communication abilities.
8.  Ability to work in a fast-paced environment and meet deadlines.
9.  Knowledge of GAAP and Non-GAAP accounting principles.
10.  Experience in multiple sectors, particularly in Technology, Consumer Discretionary, and Industrials.