Job Description
Join our dynamic finance team as a Financial Analyst at Mountain Financial Partners, a leading investment firm in Colorado Springs. We're seeking a detail-oriented professional to drive financial strategy through data-driven insights and analytical excellence. Enjoy a collaborative environment where your expertise directly impacts our clients' success. We offer competitive compensation, comprehensive benefits, and opportunities for professional growth in Colorado's thriving financial sector.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for portfolio optimization
- Prepare detailed financial models, forecasts, and variance reports for executive leadership
- Support budgeting and strategic planning processes with quantitative analysis
- Collaborate with investment teams to evaluate market opportunities and financial viability
- Develop comprehensive dashboards and visualizations to communicate complex financial insights
- Ensure compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling software
- Strong knowledge of GAAP, SEC regulations, and financial reporting standards
- Proven ability to translate complex data into actionable business recommendations
- Exceptional attention to detail and problem-solving skills
- Active Series 7/63 or willingness to obtain within 6 months