Job Description
Join Nashville's premier financial services firm as a Financial Analyst and drive strategic decision-making for our growing portfolio of healthcare and tech clients. We're seeking a detail-oriented professional to transform complex data into actionable insights that fuel business growth. Enjoy a collaborative environment with mentorship from industry veterans and opportunities to shape our Nashville expansion strategy. Our downtown headquarters offers modern amenities and a vibrant work culture in the heart of Music City.
Responsibilities
- Analyze financial statements, KPIs, and market trends to identify growth opportunities and risks
- Develop detailed financial models, forecasts, and budgeting frameworks for client portfolios
- Prepare executive presentations and reports translating complex data into strategic recommendations
- Collaborate with cross-functional teams to optimize resource allocation and operational efficiency
- Monitor regulatory changes and industry developments affecting financial performance
- Lead ad-hoc financial analysis projects supporting M&A initiatives and expansion planning
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of financial analysis experience in corporate finance or consulting
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros) and financial modeling
- Experience with ERP systems (SAP, Oracle) and data visualization tools (Tableau, Power BI)
- Strong analytical skills with ability to synthesize complex information clearly
- Excellent communication skills with ability to present to C-level executives
- Certified Financial Analyst (CFA) designation highly valued