Job Description
Join our dynamic finance team at Sunrise Financial Partners, a leading investment firm serving the Southwest. We're seeking a meticulous Financial Analyst to drive data-driven decision-making and support our strategic growth initiatives. In this pivotal role, you'll unlock financial insights that shape our investment strategies and client portfolios. If you thrive in numbers and want to make tangible impacts in a collaborative environment, apply today to become part of our El Paso innovation hub.
Responsibilities
- Analyze financial data to identify trends, risks, and investment opportunities across diverse portfolios
- Develop comprehensive financial models for forecasting, budgeting, and scenario analysis
- Prepare executive-level financial reports and dashboards for stakeholders
- Conduct due diligence on potential investments and market opportunities
- Collaborate with cross-functional teams to align financial strategies with business objectives
- Monitor market conditions and regulatory changes affecting financial performance
- Optimize financial processes through automation and advanced Excel techniques
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience with portfolio management focus
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Power Query)
- Experience with financial modeling tools (e.g., Bloomberg, FactSet)
- CFA or CPA certification preferred
- Strong analytical thinking with attention to detail
- Excellent presentation skills for complex financial concepts
- Knowledge of SEC regulations and financial compliance standards