Financial Advisor managing client relationships and delivering personalized financial solutions at Ataraxis Wealth Management. Building a clientele through education and honest influence while taking ownership of business development.
About the role
- Senior Financial Analyst supporting budgeting, forecasting, and strategic initiatives with financial modeling skills. Collaborating with finance, operations, and cross-functional leaders in Orlando office.
Responsibilities
- Working closely with Red Lobster Finance Team to assist in budget and forecast compilations and related financial analysis
- Prepares and coordinates various weekly, monthly and/or year-end analyses and reports as needed
- Monitor performance against estimates and provide variance analysis to inform recommendations.
- Developing and evaluating monthly, annual, and long-range planning financial models to forecast company performance
- Working with advanced business metrics and analytics to optimize analysis and provide predictive insights
- Collaborate with cross-functional teams to deliver data-driven solutions and support strategic initiatives.
- Numerous ad-hoc analysis as requested to optimize business performance and inform decisions
Requirements
- Three or more years’ experience in financial analysis
- Strong understanding of corporate finance, FP&A principles, and financial statement analysis
- Advanced proficiency in Excel, including complex financial modeling and scenario analysis
- Experience with data visualization tools such as Power BI, Tableau, or similar platforms
- Working knowledge of SQL and querying large datasets
- Experience maintaining and automating large, complex financial models
- Strong attention to detail with the ability to manage multiple priorities independently
- Ability to carry out multiple complex projects in an independent manner
- Degree in Finance or Accounting Required
Benefits
- Must live in Orlando and be in office 4 days a week
Job title
Job type
Experience level
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Not specified
Degree requirement
Tech skills
Location requirements
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