Job Description
Join our dynamic finance team at Capital Growth Partners as we expand our Tulsa operations. We're seeking a detail-oriented Financial Analyst to drive data-driven decisions for our investment portfolio. This immediate opening offers competitive compensation and rapid career growth in Oklahoma's thriving financial district. If you excel at transforming complex financial data into actionable insights, we want to meet you.
Responsibilities
- Analyze financial statements and market trends to inform investment strategies
- Develop comprehensive financial models for valuation and forecasting
- Prepare executive-level reports and presentations for stakeholders
- Monitor portfolio performance against KPIs and industry benchmarks
- Collaborate with cross-functional teams on budget planning and resource allocation
- Identify cost optimization opportunities and revenue enhancement strategies
- 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 financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel (VBA, Power Query) and financial modeling software
- Strong SQL skills for data extraction and analysis
- CFA or CPA certification highly desirable
- Exceptional analytical thinking and problem-solving abilities
- Proven track record of delivering accurate financial forecasts
- Excellent written and verbal communication skills