Job Description
Join our dynamic finance team at Fort Worth Financial Partners, where we're revolutionizing financial strategy for Fortune 500 clients. We seek a detail-oriented Financial Analyst to drive data-driven decision-making and optimize our portfolio performance. Enjoy a collaborative environment with cutting-edge tools and opportunities for rapid career advancement in one of America's fastest-growing financial hubs.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models and forecasting reports
- Prepare monthly/quarterly performance dashboards for executive leadership
- Collaborate with cross-functional teams to support budgeting and planning cycles
- Conduct ad-hoc financial analysis for strategic initiatives
- Maintain compliance with SEC regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 3+ years of financial analysis experience
- Advanced proficiency in Excel, SQL, and Power BI
- CFA or CPA certification preferred
- Strong quantitative modeling and data interpretation skills
- Experience with ERP systems (SAP, Oracle)
- Excellent communication and presentation abilities