Job Description
Join Crescent Capital Partners, a leading financial advisory firm in New Orleans, as we expand our analytics team. We're seeking a detail-oriented Financial Analyst to drive data-driven decision-making for our diverse portfolio of clients. Enjoy a collaborative environment in the heart of the Central Business District, with competitive benefits and opportunities for professional growth. If you're passionate about transforming complex financial data into actionable insights, we want to hear from you.
Responsibilities
- Conduct in-depth financial modeling and forecasting for client portfolios
- Analyze market trends and economic indicators to inform investment strategies
- Prepare comprehensive financial reports and executive dashboards
- Collaborate with senior advisors to develop client presentations
- Monitor budget performance and variance analysis
- Identify growth opportunities through quantitative analysis
- Maintain accurate financial databases and ensure regulatory compliance
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in corporate or advisory settings
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- Experience with financial modeling software (e.g., Bloomberg, FactSet)
- Strong knowledge of GAAP and SEC reporting requirements
- Excellent quantitative and analytical reasoning skills
- CFA or CPA certification preferred