Senior Financial Analyst, Big 4 and Investment banking leader
Seeking: Financial Analyst · Finance Manager · FPA& Analyst · Business Analyst
• Drove financial performance across high revenue accounts through strategic planning, forecasting, and cross‑functional collaboration. • Managed four teams of analysts and consultants, delivering accurate engagement financials for accounts generating $100M+ in revenue. • Oversaw financial analysis, reconciliation, and project management activities to support multiple engagement teams. • Prepared budgets, forecasts, and financial models to support executive decision‑making. • Presented insights and recommendations to senior internal and external stakeholders. • Streamlined processes for project management, data visualization, and risk mitigation. • Led a team of analysts and improved team efficiency by 50% through optimized reporting templates. • Owned P&L and Balance Sheet reconciliations, ensuring compliance and minimizing financial risk. • Cleared $50M in suspense items, reducing firmwide exposure and cost of funding. • Passed all SOX and external audit requirements while maintaining GAAP compliance. • Conducted quarterly substantiation for $7B+ in balances with high accuracy. • Supported firmwide application migration initiatives through design, testing, and stakeholder coordination.
Member Since
September 17, 2026
Last Active
5 days ago