Senior Financial Analyst - Buy Side

Founded in 1984, Geller & Company is a premier strategic financial and advisory firm serving high net worth individuals and families, corporations, non-profits and foundations. Headquartered in Manhattan, Geller & Company employs more than 600 professionals to help shape and drive our client’s financial strategies. Our team works closely with clients to understand their needs and deliver a tailored suite of services including strategic CFO Consulting, Financial Reporting and Accounting, Technology, Wealth Management and Family Office Services.

Geller’s key client is a leading multi-billion dollar financial services company that outsources its finance organization to Geller. This includes financial planning, analysis and reporting; budgeting and forecasting; and accounting and tax work, with strategic and operational oversight of compensation, capital expenditures, real estate and other worldwide areas. Geller provides world-class finance, accounting and strategic outsourced solutions to CFO’s and other senior-level financial decision makers.

Senior Financial Analyst – Buy Side

Your Impact:

• Managing monthly financial analysis and reporting processes, identifying key variances, researching drivers and highlighting trends

• Preparing financial projections for annual operating budgets, measuring relative performance, analyzing drivers, and update financial forecasts throughout the year

• Preparing financial and operational dashboards and other presentations for Executive Management

• Developing analysis and metrics to measure business performance and provide insights into trends

• Assisting with developing and refining pricing models for new and existing Buy Side product offerings and features

• Ensuring consistency between client contracts, billing, and internal reporting. Identify and proactively work to resolve gaps and understand financial implications

• Refining existing and implement new processes that drive transparency and operational efficiency

• Collaborating with cross-functional teams (accounting, operations, tax, treasury, legal, etc) on financial and operational matters

• Establishing and maintaining strong relationships with business leaders and teams across the organization

• Delivering bespoke ad hoc analysis and management reports

What you’ll offer:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field of study

• 5 – 7 years of relevant experience

• Ability to work with large amounts of data and summarize succinctly

• Strong written and interpersonal communication skills

• Strong attention to detail, organizational skills, and ability to multitask

• Team player with ability to work independently and proactively

• Flexibility and desire to operate in a fast-paced and fluid environment

We’d love to see:

• Experience in financial services or a financial data provider industry

• Familiarity with the Bloomberg terminal

• Proficiency in SAP or similar systems

Why join Geller & Company?

• Opportunity to scale your experience beyond the scope of your role

• 100% funded health, vision, and dental insurance

• 401K plan with company match

• Generous PTO and paid holidays

• Philanthropic opportunities

• A wide variety of free and healthy snacks available all day in our café

• Discounted health club reimbursement

What's next?

If this sounds like you, apply today and Talent Acquisition will review your application and get in touch if there is match.

Geller & Company is an equal opportunities employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or caregiver status.

If this sounds like you:

Apply! If we think you're a good match, we'll get in touch with you to let you know the next steps