Offer summary

Qualifications:

Bachelor's degree in Finance, Economics, Business, or a related field., CFA or CPA certification is a plus., Minimum of 3 years of experience in financial analysis or industry research., Strong analytical skills with proficiency in Excel and financial modeling tools..

Key responsibilities:

Conduct in-depth research on various industries to gather relevant data.

Analyze financial data and market trends to identify opportunities and risks.

Prepare detailed financial reports and presentations for clients and internal use.

Provide analytical support to clients to help them make informed financial decisions.

Job description

Summary:

We are seeking a highly analytical and results-oriented Financial Analyst to conduct in-depth research on various industries, analyze financial data, and prepare compelling reports and presentations. The successful candidate will play a crucial role in supporting business growth by identifying market opportunities, assessing risks, and providing valuable insights to both internal and external clients.

Bold Business is a US-based leading global business processing outsourcing firm with over 25 years experience and $7B+ in client engagements. We enable small and publicly traded businesses to scale by providing global outsourcing talent services.

Key Responsibilities:

Industry Research: Conduct in-depth research on various industries to gather relevant data and insights.
Data Analysis: Analyze financial data, market trends, and economic indicators to identify opportunities and risks.
Report Preparation: Prepare detailed financial reports, forecasts, and presentations for internal and client use.
Marketing Materials: Synthesize research and analysis into clear, concise, and engaging marketing materials to inform and attract clients.
Client Support: Provide analytical support and insights to clients, helping them make informed financial decisions.
Collaboration: Work closely with the sales and marketing teams to develop strategies and materials that align with business goals.
Continuous Improvement: Stay updated with the latest industry trends and best practices to improve the quality of analysis and reporting continually.
Problem-Solving: Proactively identify and address challenges to effectively solve problems.
Teamwork: Work effectively in a team environment and collaborate with various departments.
Other Duties: Accomplish other related duties as required.

Qualifications:

Bachelor's degree in Finance, Economics, Business, or a related field.
CFA or CPA certification is a plus.
Minimum of 3 years of experience in financial analysis, industry research, or a related role
Strong ability to analyze complex financial data and market trends.
Proficiency in conducting detailed industry research and data synthesis.
Advanced proficiency in Excel, PowerPoint, and financial modeling tools.
Excellent organizational and time management skills, with the ability to manage multiple tasks and meet deadlines.
Ability to support a work-from-home setup with a reliable internet connection and a dedicated workspace.

Top Reasons to Join Our Team:

Remote Work: Enjoy a full-time, 100% remote role with work-life balance.
Supportive Environment: We foster a culture that values your contributions and provides the tools for success.
Growth Opportunities: Expand your skill set through training and professional development.
Meaningful Contribution: Play a vital role in our sales efforts, directly contributing to our company's growth and success. Your work will have a visible impact.
Dynamic Team: Be part of a fast-paced and innovative team that is constantly learning and adapting to new challenges in the industry.

(Bold Business recruiters always use a “@boldbusiness.com” email address and/or from our Applicant Tracking System, JazzHR. Any variation of this email domain should be considered suspicious. Additionally, Bold Business recruiters and authorized representatives will never request sensitive information in email or via text.)

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