Job Description
Join our dynamic finance team at Horizon Financial Group, a leading wealth management firm in Charlotte's thriving Uptown district. We're seeking a detail-oriented Financial Analyst to drive data-driven decision-making and support our expanding client portfolio. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career advancement in one of America's fastest-growing financial hubs.
Responsibilities
- Analyze financial data, market trends, and investment performance to generate actionable insights
- Develop comprehensive financial models, forecasts, and variance reports for executive leadership
- Collaborate with portfolio managers to evaluate risk-return profiles and optimize asset allocation
- Prepare quarterly and annual financial statements in compliance with SEC regulations
- Lead cross-departmental projects to improve financial reporting efficiency
- Present complex financial analyses to stakeholders through executive dashboards
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of progressive financial analysis experience in asset management or banking
- Advanced proficiency in Excel, SQL, and financial modeling software (Bloomberg, FactSet)
- Strong knowledge of GAAP, SEC regulations, and portfolio performance metrics
- Exceptional analytical skills with ability to synthesize complex data into strategic recommendations
- Series 65 or 66 license (or ability to obtain within 90 days)