Job Description
Join our dynamic finance team as a Financial Analyst where we provide all necessary equipment to ensure your success! At Capital Financial Group, we invest in our people by supplying top-tier hardware and software, including a high-performance laptop, dual monitors, and premium financial modeling tools. This role offers the rare opportunity to focus purely on strategic financial analysis without worrying about equipment logistics.
As a key member of our Sacramento office, you'll drive data-driven decision-making across our portfolio of investments. Our collaborative culture emphasizes work-life balance with hybrid options and comprehensive benefits including health insurance, 401(k) matching, and professional development stipends.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for portfolio optimization
- Develop detailed financial models, forecasts, and budgets using Excel and specialized software
- Prepare executive-level reports and presentations for senior leadership and stakeholders
- Conduct variance analysis and provide actionable insights to improve financial performance
- Collaborate with cross-functional teams to support strategic initiatives and investment decisions
- Monitor market conditions and regulatory changes affecting financial strategies
- Maintain accurate financial databases and ensure compliance with reporting standards
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 (VBA, PivotTables, complex functions)
- Experience with financial modeling software (e.g., Bloomberg, FactSet, or similar)
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication skills for executive reporting
- Ability to work independently and manage multiple deadlines in fast-paced environment
- Knowledge of GAAP and SEC reporting requirements