Job Description
Join Capital Growth Partners, a leading financial advisory firm in Raleigh's thriving tech corridor, as our Part-Time Financial Analyst. This hybrid role (20-25 hours/week) offers exceptional flexibility while allowing you to drive impactful financial decision-making. Collaborate with senior analysts to optimize investment portfolios, support strategic planning initiatives, and deliver actionable insights that fuel our clients' growth. Perfect for experienced professionals seeking work-life balance without sacrificing career advancement.
Responsibilities
- Perform financial modeling and valuation analysis for investment portfolios
- Prepare monthly/quarterly performance reports with variance analysis
- Support budgeting and forecasting processes for client engagements
- Analyze market trends and economic indicators to inform strategic decisions
- Develop dashboards and visualizations using Excel and BI tools
- Assist in due diligence processes for new investment opportunities
- Present findings to senior leadership and client stakeholders
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 (VLOOKUP, PivotTables, modeling)
- Experience with financial modeling and valuation methodologies
- Strong analytical skills with attention to detail
- CFA or CPA designation preferred
- Ability to manage multiple projects in a fast-paced environment
- Excellent communication and presentation skills