Job Description
Join Global Financial Partners, a leading investment firm in Dallas, as a Financial Analyst. You'll drive strategic financial decisions through data-driven insights and collaborate with senior executives to optimize our portfolio. Our Dallas team thrives in a dynamic, results-oriented environment where your expertise directly impacts our growth trajectory.
We offer competitive compensation, comprehensive benefits, and opportunities for professional development in one of America's most vibrant financial hubs.
Responsibilities
- Analyze financial data to identify trends, risks, and investment opportunities
- Prepare detailed financial models, forecasts, and valuation reports
- Support budgeting and strategic planning initiatives across departments
- Present findings to leadership through compelling visualizations and narratives
- Monitor market conditions and regulatory changes affecting our portfolio
- Collaborate with cross-functional teams to drive financial optimization
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of financial analysis experience in investment, corporate, or banking
- Advanced proficiency in Excel, financial modeling, and data visualization tools
- Strong analytical skills with attention to detail and accuracy
- Experience with ERP systems (SAP, Oracle) and financial databases
- Excellent communication and presentation abilities
- Series 7/63 or willingness to obtain within 6 months