Job Description
Join Mountain View Financial Partners, a leading investment firm in Colorado Springs, as a Financial Analyst with flexible scheduling options. We value work-life balance and offer remote/hybrid flexibility for qualified candidates. You'll drive financial insights for our portfolio of 50+ regional clients, supporting strategic decisions through data-driven analysis. Our collaborative team provides mentorship and growth opportunities while maintaining a culture of innovation and integrity.
Responsibilities
- Perform financial modeling, forecasting, and valuation analyses for diverse investment portfolios
- Develop comprehensive financial reports and dashboards for executive stakeholders
- Analyze market trends and economic indicators to inform investment strategies
- Collaborate with portfolio managers on risk assessment and mitigation
- Present findings through clear visualizations and executive summaries
- Maintain accurate financial databases and ensure compliance with SEC regulations
- Support client presentations and investor communications
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel (VBA, pivot tables, complex formulas)
- Strong knowledge of financial modeling, valuation methodologies, and market analysis
- CFA or CPA designation preferred
- Experience with financial software (Bloomberg, FactSet, or similar)
- Exceptional communication and presentation skills
- Ability to manage deadlines in a flexible, remote-friendly environment