Job Description
Join our dynamic finance team at Capital Growth Partners, a leading investment firm in Sacramento's thriving economic hub. We're seeking a detail-oriented Financial Analyst to drive data-driven decision-making and support our portfolio expansion. This immediate opening offers competitive compensation, comprehensive benefits, and opportunities for rapid career advancement in California's capital.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to inform investment strategies
- Develop detailed financial models for forecasting and valuation purposes
- Prepare comprehensive reports for executive stakeholders and investment committees
- Monitor portfolio performance and identify optimization opportunities
- Collaborate with cross-functional teams to support due diligence processes
- Automate reporting workflows using advanced Excel and BI tools
- Ensure compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel (pivot tables, VLOOKUP, complex formulas)
- Experience with financial modeling and valuation methodologies (DCF, comps)
- Strong SQL and data visualization skills (Tableau/Power BI)
- Exceptional analytical thinking and problem-solving abilities
- Certification (CFA/CPA) or progress toward certification strongly preferred
- Ability to thrive in fast-paced environment with competing priorities