Job Description
Join our dynamic finance team at Sunrise Financial Partners, a leading investment firm serving the Southwest. We seek a detail-oriented Senior Financial Analyst to drive strategic financial planning and support our growing client portfolio in El Paso's thriving business ecosystem. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement in a collaborative, results-driven environment.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities for client portfolios
- Develop comprehensive financial models, forecasts, and budgets aligned with strategic objectives
- Prepare detailed financial reports and executive presentations for senior stakeholders
- Conduct variance analysis and recommend corrective actions to optimize performance
- Collaborate with cross-functional teams to support mergers, acquisitions, and capital projects
- Ensure compliance with SEC regulations and industry best practices
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling software (e.g., Bloomberg)
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication skills for presenting findings to non-financial stakeholders
- Experience with regulatory compliance in financial services industry
- Professional certification (CFA, CPA) or willingness to pursue