Job Description
Join Capital Growth Partners as a Financial Analyst in Sacramento's vibrant downtown core! We're seeking a detail-oriented professional to drive financial strategy and analysis. Equipment provided includes top-tier laptop, dual monitors, Bloomberg Terminal access, and ergonomic workspace. Enjoy hybrid flexibility with 3 days in-office collaboration at our modern downtown campus.
Our team leverages cutting-edge financial tools to guide investment decisions for California's growing tech and healthcare sectors. This role offers direct exposure to C-suite executives and opportunities to shape multi-million-dollar portfolios. Enjoy comprehensive benefits including 401(k) matching, wellness stipends, and professional development funds.
Responsibilities
- Build and maintain complex financial models for portfolio valuation and forecasting
- Analyze market trends and economic indicators to inform investment strategies
- Prepare executive-level reports and presentations for quarterly board reviews
- Collaborate with cross-functional teams to optimize capital allocation
- Monitor portfolio performance against KPIs using advanced analytics tools
- Conduct due diligence on potential acquisitions and partnership opportunities
- Lead monthly financial close processes and variance analysis
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of financial modeling experience with demonstrated proficiency in Excel and SQL
- Advanced knowledge of GAAP and SEC reporting requirements
- Strong analytical skills with experience in healthcare/tech sector analysis
- Proven ability to translate complex data into actionable insights
- Excellent presentation skills with experience to executive audiences
- Experience with financial planning and analysis (FP&A) processes
- Proficiency in Bloomberg Terminal, Power BI, or Tableau