Job Description
Join our award-winning financial team at Triad Financial Partners, where we're revolutionizing investment strategies in the heart of North Carolina. As a Financial Analyst, you'll drive data-driven decisions for our growing portfolio of Fortune 500 clients while enjoying competitive benefits and career advancement opportunities.
Our Greensboro headquarters offers a collaborative environment with cutting-edge technology and flexible work arrangements. If you're passionate about transforming complex financial data into actionable insights, this is your moment to shine.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to inform investment strategies
- Develop comprehensive financial models and forecasts for client portfolios
- Prepare detailed reports and presentations for executive leadership and stakeholders
- Collaborate with cross-functional teams to optimize resource allocation and budget planning
- Monitor portfolio performance and identify growth opportunities across diverse sectors
- Ensure compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred)
- 3+ years of progressive financial analysis experience in corporate or investment settings
- Advanced proficiency in Excel, SQL, and financial modeling software (e.g., Bloomberg Terminal)
- CFA or CPA certification strongly preferred
- Exceptional analytical skills with attention to detail and accuracy
- Proven ability to translate complex data into strategic recommendations
- Strong communication skills with experience presenting to executive audiences