Job Description
Join WealthBridge Financial Partners as a Financial Analyst and enjoy the perfect work-life balance with our flexible hours option. We're seeking a detail-oriented professional to support our growing client portfolio in Glendale, AZ. This role offers remote flexibility with occasional on-site collaboration at our modern downtown office. You'll work directly with senior executives to drive financial strategy and optimize investment decisions.
What We Offer:
- Competitive prorated salary with performance bonuses
- Flexible scheduling (20-30 hours/week)
- Comprehensive benefits package (health, dental, 401k)
- Professional development stipend
- Hybrid work environment
Responsibilities
- Analyze financial data to identify trends and prepare monthly performance reports
- Develop financial models and forecasts for investment portfolios
- Collaborate with cross-functional teams on strategic planning initiatives
- Present findings to executive stakeholders with actionable recommendations
- Maintain compliance with SEC regulations and internal policies
- Optimize cash flow management and risk assessment protocols
- Support mergers and due diligence activities as needed
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 3+ years of financial analysis experience
- Advanced proficiency in Excel and financial modeling tools
- CFA or CPA designation preferred
- Strong analytical and problem-solving abilities
- Excellent communication and presentation skills
- Experience with financial software (Bloomberg, FactSet)
- Ability to work independently with flexible hours