KBW Financial Staffing & Recruiting has partnered with a client in the North Shore MA area seeking to hire a Financial Analyst to support the finance team. This role offers strong exposure to leadership, a collaborative team environment, and the opportunity to work within a data-driven, fast-paced finance team.

This is an ideal opportunity for someone with 2+ years of current FA experience looking to expand their experience and join a rapidly growing organization.

More details below, interested applicants please reach out to Joe Ogeka at jogeka@kbwfinancial.com with an updated copy of your resume to learn more.

Responsibilities For The Financial Analyst Position

Support month-end close activities, including accruals, expense tracking, and reconciliation of financial data
Build and maintain financial models to support forecasting, budgeting, and business initiatives
Collaborate cross-functionally to gather inputs and improve forecast accuracy
Identify opportunities to improve workflows, automate reporting, and enhance data quality

Qualifications

Bachelor’s degree in Finance, Accounting, or a related quantitative field
2+ years of experience in financial analysis, FP&A, or a data-driven environment
Strong Excel skills required (pivot tables, lookups, data analysis)
Experience with forecasting tools and ERP systems preferred
Exposure to financial reporting and accounting processes
Strong communication skills with the ability to partner across teams
Quick learner with the ability to adapt to new systems and evolving business needs

KBW Financial Staffing & Recruiting

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