Job Description
Join our dynamic finance team at Fort Worth Financial Partners, where data drives decisions and innovation meets opportunity. We're seeking a sharp Financial Analyst to transform complex financial data into actionable insights that shape our strategic direction. In this high-impact role, you'll collaborate with executive leadership to optimize financial performance, support critical business initiatives, and contribute to our continued growth in the thriving Fort Worth market.
Responsibilities
- Analyze financial statements, KPIs, and market trends to identify growth opportunities and risk factors
- Develop detailed financial models, forecasts, and budgets with precision and clarity
- Prepare executive-ready reports and presentations for C-suite stakeholders
- Support M&A activities through due diligence and valuation analysis
- Streamline financial processes using advanced Excel and BI tools
- Partner with department heads to drive data-driven decision making
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of progressive financial analysis experience
- Expert proficiency in Excel (VLOOKUP, PivotTables, Power Query)
- Advanced SQL and data visualization skills (Tableau/Power BI preferred)
- CPA or CFA designation strongly preferred
- Proven ability to translate complex data into strategic recommendations
- Experience with financial modeling and forecasting in fast-paced environments