Financial Analyst
medasourceDayton, OH
Financial Analyst
medasourceDayton, OH
today
Occupations
Financial and Investment AnalystsFinancial Specialists, All OtherFinancial Quantitative AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
Financial Analyst Cincinnati, OH - HybridFull-TimeABOUT THE ROLEJoin a high-growth Alternative Investments team that has become a key contributor to our client's overall growth strategy. As a Financial Analyst, you will support the VP of Alternative Investments Operations in financial analysis, modeling, pricing, budgeting, and forecasting. This is an excellent opportunity for an analytical, detail-oriented professional eager to grow their career in finance, gain hands-on exposure to alternative investments, and work directly with senior leadership. You will play a vital role in developing and maintaining financial models, preparing recurring reports, analyzing large datasets, and providing actionable insights to drive business decisions. This position offers significant exposure to investment operations and the chance to advance within a dynamic, high-impact team.
WHAT YOU'LL DO:
Support the VP of Alternative Investments Operations with financial analysis, reporting, and operational initiatives Develop and maintain financial models to evaluate investments, pricing, performance, and business decisions Assist with budgeting and forecasting processes, including data gathering, trend analysis, and variance identification Conduct pricing analysis and provide financial insights to support investment and operational decisions Analyze financial and operational data to identify trends, discrepancies, and areas for improvement Prepare and maintain recurring financial reports, dashboards, and analysis for leadership Work with large datasets in Excel to organize, validate, analyze, and summarize information Collaborate with internal teams and stakeholders to gather financial information and ensure data accuracy Communicate findings and recommendations clearly to the VP and upper management Assist with ad hoc financial analysis and special projects as the team grows Help improve and streamline financial processes, reporting, and analytical tools as the organization evolvesWHAT YOU BRINGBachelor's degree in Finance, Accounting, Economics, Business, Mathematics, or related field (preferred) Experience in financial analysis, investment analysis, FP&A, accounting, banking, or related analytical role (preferred) Proficiency in Excel, including SUMIFS, XLOOKUP, pivot tables, and other common tools Strong analytical and detail-oriented mindset with ability to identify trends, inconsistencies, and opportunities within financial data Ability to develop and maintain financial models for investments, pricing, and business decisions Experience supporting budgeting and forecasting processes Excellent communication skills, able to confidently present findings and recommendations to senior leadership Organized, accountable, and able to manage multiple priorities and meet deadlines in a fast-paced, evolving environment Ability to work independently and collaboratively with cross-functional teams Comfortable working with financial data and translating analysis into clear, actionable insights Interest in alternative investments, financial markets, and investment operations Power BI experience is a plus, but not required Hardworking, curious, and eager to learn, with a genuine interest in developing your financial skill set Strong attention to detail and a high level of accuracyWHAT'S IN IT FOR YOUOpportunity to join a high-growth Alternative Investments team at a pivotal stage of development Hands-on exposure to financial modeling, pricing, budgeting, forecasting, and investment operations Direct collaboration with senior leadership and visibility into strategic decision-making Ability to build a strong foundation in finance and take on increasing responsibility as the team grows Dynamic, supportive, and fast-paced work environment#LI-ND1#LI-HYBRID#LI-OSNITE
Disclaimer:
Brooksource, Medasource, and Calculated Hire are part of the Eight Eleven Group family of companies and operate under Eight Eleven Group, LLC. All employees receive the same benefits, policies, and terms of employment. EEO:We are committed to creating an inclusive environment for all employees and applicants. We do not discriminate on the basis of race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, military or veteran status, citizenship, pregnancy (including childbirth, lactation, and related conditions), or any other protected status in accordance with applicable federal, state, and local laws.
Benefits & Perks:
Eight Eleven Group offers competitive medical, dental, vision, Health Savings Account, Dependent Care FSA, and supplemental coverage with plans that can fit each employee's needs. We offer a 401k plan that includes a company match and is fully vested after you become eligible, paid time off, sick time, and paid company holidays. We also offer an Employee Assistance Program (EAP) that provides services like virtual counseling, financial services, legal services, life coaching, etc.
Pay Disclaimer:
The pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law. Share This Job
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
Dayton, OH
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
today
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE (opens in a new tab)