Job Description
Join our dynamic finance team as a Part-Time Financial Analyst and gain hands-on experience with portfolio performance analysis, budget forecasting, and market trend evaluation. This role offers flexible hours (20-25 hrs/week) and the opportunity to work with cutting-edge financial modeling tools while supporting strategic decision-making for our Colorado-based clients.
We're seeking a detail-oriented professional passionate about translating complex financial data into actionable insights. Our collaborative environment encourages professional growth through mentorship and exposure to diverse industry sectors.
Responsibilities
- Analyze financial statements and market trends to prepare comprehensive performance reports
- Develop and maintain accurate budget forecasts and variance analysis models
- Create financial models for scenario planning and investment opportunity assessment
- Collaborate with senior analysts to prepare client presentations and executive summaries
- Monitor compliance with SEC regulations and internal financial policies
- Streamline reporting processes using Excel, SQL, and Tableau
- Support quarterly business reviews and annual planning cycles
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 2+ years of financial analysis experience (part-time acceptable)
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Power Query)
- Strong understanding of GAAP principles and financial reporting standards
- Experience with financial modeling and forecasting methodologies
- Excellent quantitative and qualitative analytical abilities
- Ability to communicate complex concepts to non-financial stakeholders
- CFA or CPA designation preferred