Senior Financial Analyst (CFA Charterholder)

Breezy

Benefits

Unlimited PTO

Job Description

We are seeking a highly skilled and analytical Senior Financial Analyst with a CFA designation to join our team. This role is ideal for a detail-oriented professional with a strong foundation in investment analysis, financial modeling, and strategic planning. You will be instrumental in guiding data-driven decisions that support our client's growth and financial health.

Responsibilities include conducting in-depth financial analysis, developing financial models, preparing financial reports, performing investment due diligence, supporting budgeting and forecasting processes, and monitoring economic trends. The role requires a CFA Charterholder with a bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA or Master’s degree preferred) and 5+ years of experience. Advanced Excel and financial modeling skills are essential.

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