Job Description
Join our award-winning finance team at Capital Dynamics Group in Philadelphia! We're seeking a sharp, analytical Financial Analyst to drive strategic decision-making and optimize our investment portfolio. This urgent opening offers immediate impact in a collaborative, fast-paced environment where your expertise will shape our financial future. Enjoy competitive compensation, comprehensive benefits, and growth opportunities in one of America's most vibrant business hubs.
Responsibilities
- Analyze financial data to identify trends, risks, and investment opportunities
- Prepare detailed reports and presentations for executive leadership
- Develop financial models and forecasts to support strategic planning
- Monitor market conditions and assess portfolio performance
- Collaborate with cross-functional teams to align financial strategies
- Ensure compliance with SEC regulations and internal policies
- Lead ad-hoc financial analysis projects for business initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in investment/financial services
- Advanced proficiency in Excel (VBA, PivotTables, complex formulas)
- Strong SQL and data visualization skills (Tableau preferred)
- CFA or CPA certification strongly preferred
- Exceptional analytical and problem-solving abilities
- Proven track record of delivering accurate financial insights
- Ability to thrive in deadline-driven environments