Job Description
Join our dynamic team at Capital Financial Partners in the heart of Washington DC as a Financial Analyst. We're seeking a detail-oriented professional to drive financial strategy and deliver actionable insights that shape our investment decisions. This hybrid role offers competitive compensation, comprehensive benefits, and unparalleled growth opportunities in the nation's financial hub.
Responsibilities
- Analyze financial data, market trends, and economic indicators to inform investment strategies
- Develop detailed financial models, forecasts, and valuation reports
- Prepare executive presentations and dashboards for senior leadership
- Collaborate with cross-functional teams to align financial initiatives with business goals
- Monitor portfolio performance and identify optimization opportunities
- Ensure compliance with SEC regulations and financial reporting standards
- Lead ad-hoc financial analysis projects for high-stakes decision-making
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of financial analysis experience in investment banking, asset management, or corporate finance
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling software
- Deep understanding of GAAP, SEC filings, and financial statement analysis
- Exceptional quantitative skills with attention to detail
- Strong communication abilities to translate complex data into actionable insights
- Experience with portfolio management and risk analysis methodologies