Job Description
Join our dynamic team at Capital Financial Partners, a leading investment firm in the heart of Washington DC. We're seeking a detail-oriented Financial Analyst to drive strategic decision-making through data-driven insights. This role offers unparalleled exposure to high-stakes financial modeling and portfolio analysis in one of the world's most vibrant financial markets. Enjoy competitive compensation, comprehensive benefits, and a collaborative culture focused on excellence and innovation.
Responsibilities
- Analyze financial data to identify trends, risks, and investment opportunities
- Develop and maintain complex financial models for portfolio valuation and forecasting
- Prepare detailed reports for executive stakeholders and regulatory bodies
- Conduct market research and competitive analysis to inform strategic initiatives
- Collaborate with cross-functional teams to optimize financial performance
- Streamline reporting processes using advanced Excel and data visualization tools
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in a corporate or investment environment
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- Strong SQL and data visualization skills (Tableau/Power BI)
- CFA or CPA certification preferred
- Exceptional attention to detail and problem-solving abilities
- Deep understanding of GAAP and SEC regulations