Job Description
Join Capital Growth Partners, a leading financial advisory firm in Raleigh's booming tech corridor, as we expand our analytics team. We're seeking a dynamic Financial Analyst to drive data-driven decision-making for our portfolio of 50+ startup and established clients. This urgent opening offers immediate impact in a collaborative, growth-oriented environment with competitive benefits and remote flexibility.
Responsibilities
- Analyze financial data to identify trends, risks, and investment opportunities
- Build complex financial models for valuation, forecasting, and scenario planning
- Prepare executive-level presentations and dashboards for C-suite clients
- Conduct market research and competitive analysis across emerging sectors
- Collaborate with investment teams on portfolio performance reporting
- Develop automation solutions using Power BI and Python for reporting efficiency
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience with SaaS or tech companies
- Advanced proficiency in Excel (VBA, pivot tables, modeling)
- SQL and Power BI/Tableau experience required
- CFA or CPA certification preferred
- Exceptional communication and presentation skills
- Ability to manage multiple deadlines in fast-paced environment