What you can expect as a Senior Financial Analyst at Fortress:
The Senior Financial Analyst will play a key role in supporting the organization's financial planning and analysis function. The role will be responsible for providing financial analysis, forecasting, and modeling to support business decision-making and strategic planning. Additionally, you'll embody the essential core commitments that define us at Fortress, which include demonstrating relentless execution, maintaining a positivity through challenges, upholding the highest quality standards, and operating collaboratively across our teams and the broader organization.
Responsibilities Include
- Maintain and improve our most vital financial and operational reporting for private equity investors and key internal leadership stakeholders.
- Assist with preparation of the annual budget, quarterly forecast, and rolling pro forma.
- Co-own business partnering relationships end-to-end with the executive leadership team.
- Assist in the development of the recurring private equity board presentation.
- Own operational and financial data, supporting accurate data driven decision making in our weekly senior leadership rolling pro forma meeting.
- Create documentation of current and new finance, data, and analytics processes.
- Other finance, business, data, and reporting responsibilities as assigned.
Minimum Qualifications
- Minimum 5 years of progressive experience in finance, data and/or business analytics role.
- Expert Proficiency in MS Excel (Advanced lookups and IF statements, Pivot Tables, and modeling).
- A working knowledge of data visualization platforms (PowerBI preferred, Tableau acceptable).
- Proven capability to harness structured and unstructured data to drive business outcomes.
- Quick learner who is steady in execution but thrives in a dynamic and ever-changing environment.
- A willingness to be vocal when appropriate and provide input to leadership.
- Experience working with minimal direction but also able to change course with leadership initiatives.
- Experience working with individuals of varying seniority up to the executive level.
- Operates with a continuous improvement mindset.
- An openness to becoming better together by growing ourselves, our teams, and our organization.
Preferred Qualifications
- Preference for candidates with prior experience in a senior finance, reporting, or business analyst role.
Education
- Bachelor's Degree in a business major or closely related field is required.
- Master's degree in business or analytics a plus.
Employee Benefits
- Competitive pay structure.
- Medical, dental, vision plans with employees covered up to 90% with highly progressive options for dependents and families.
- Company paid life, short- and long-term disability insurance.
- Employee Assistance Program.
- 401(k) match.
- Flexible Paid Time Off.
- Parental Leave.
- Access to thousands of Learning & Development courses that range from mental health and wellbeing, stress, and time management to an array of technical and business-related courses.
Employment Perks
- We provide each employee with professional growth opportunities through succession planning, up-skilling, and certifications.
- Tuition and certification reimbursement.
- Employee Referral Programs.
- Company Sponsored Events.
Fortress is proud to be an Equal Opportunity Employer. All employees and applicants will receive consideration for employment without regard to age, color, disability, gender, national origin, race, religion, sexual orientation, gender identity, protected veteran status, or any other classification protected by federal, state, or local law. Fortress Information Security takes part in the E-Verify process for all new hires.
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will have to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
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