Senior Financial Analyst

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Brown Advisory is seeking a professional, energetic, and detail-oriented Senior Financial Analyst to join our Corporate Finance team in the Baltimore office. In this role, you will be primarily responsible for monthly and ad hoc financial reporting and analysis coupled with additional, project specific support. This position is designed to allow for rewarding career growth and opportunities for advancement within the corporate finance function of a global, independent investment management and strategic advisory firm. 

We expect the Senior Financial Analyst to:

• Be thorough and accurate. You ensure data integrity and precision in all financial operations. Your strong organizational skills enable you to manage multiple priorities while maintaining exceptional attention to detail.

• Be a sponge. You are eager to learn, ask insightful questions, and actively seek out opportunities for personal and professional growth. You are excited about ongoing process improvements and innovation.

• Be a natural problem-solver. You proactively identify challenges, analyze root causes, and understand existing processes before recommending thoughtful, data-driven solutions that support the firm’s objectives.

• Be coachable and self-motivated. You welcome feedback, are open to new ideas, and take ownership of your work. You follow through on tasks independently but know when to seek input or assistance to achieve the best outcomes.

• Be a positive team player. You provide exceptional support to colleagues across the firm, interacting with professionalism and a collaborative spirit. You communicate clearly, concisely, and respectfully-in writing and verbally, in both formal and informal settings.

• Be inclusive and collaborative. You foster a culture of inclusivity and mentorship, valuing diverse perspectives and contributing to a knowledge-sharing environment.

 The primary duties and responsibilities include but are not limited to:

• Assist in the preparation and analysis of monthly financial packages, including variance analysis.

• Support the creation of internal and external presentations and reporting packages, such as board materials.

• Enhance reporting and forecasting processes by leveraging technology, automation, and best practices.

• Take ownership of forecasting select components of the P&L on a monthly basis.

• Manage ad hoc FP&A projects with a focus on data management and process improvement.

• Manage multiple data-intensive assignments with consistent attention to detail.

• Identify trends, risks, and opportunities through data analysis, and propose actionable insights.

• Stay abreast of industry trends and expand your professional knowledge through ongoing learning.

• Support and foster a collaborative, inclusive, and knowledge-sharing environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Data Science, Information Systems, Statistics, Business Analytics, Mathematics, or a related field.

• 5-6 years of relevant experience.

• Strong proficiency in Excel and PowerPoint required.

• Wealth Management / Financial Services background is highly desirable.

• Familiarity with Workday and Adaptive Planning is highly desirable.

• Experience with PowerBI, PowerQuery, Tableau, SQL, and Snowflake is highly desirable.

• CPA or CFA designation is a plus, but not required.

• Excellent quantitative, technical, analytical, and communication skills.

• Ability to work effectively both independently and as part of a team.

• Ability to work five days a week in person in our Baltimore office.

• Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Salary: $95-115k Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.
•    Medical
•    Dental
•    Vision
•    Wellness program participation incentive
•    Financial wellness program
•    Fitness event fee reimbursement
•    Gym membership discounts
•    Colleague Assistance Program
•    Telemedicine Program (for those enrolled in Medical)
•    Adoption Benefits
•    Daycare late pick-up fee reimbursement
•    Basic Life & Accidental Death & Dismemberment Insurance
•    Voluntary Life & Accidental Death & Dismemberment Insurance
•    Short Term Disability
•    Paid parental leave
•    Group Long Term Disability
•    Pet Insurance
•    401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.