What are the responsibilities and job description for the Senior Financial Analyst position at CarsonLynch Professional Search?
We are working with a growing, specialized organization seeking a Senior Financial Analyst with deep strengths in financial modeling, valuation, and modern analytical tools.
This role is well suited for someone who enjoys complex analysis, values precision, and is excited about leveraging AI and advanced data tools to improve how financial work is done. You will help build, maintain, and evolve financial models used to value businesses, assets, and property‑intensive operations. The work directly supports high‑impact decisions across transaction, planning, and regulatory-driven engagements.
Key Responsibilities:
- Develop and enhance financial and valuation models
- Perform business, asset, and property valuations
- Review, document, and improve legacy models
- Work with large, structured datasets and support automation where possible
- Actively adopt tool to improve analysis, research, and documentation processes
- Translate complex analysis into clear, defensible conclusions
- Support and progressively lead components of client-facing work
Profile:
- Bachelor's in Finance, Accounting, or a related field
- CVA, CPA, and/or other certifications are preferred, but not required
- 5-10 years of experience; including hands-on experience building financial models
- Exposure to valuation work
- Advanced Excel skills; experience with SQL, Python, R, or similar tools is a plus
- Comfortable adopting new technologies and AI-driven workflows
- Clear communicator with solid professional judgment
Salary : $125,000 - $175,000