Job Description
Join our dynamic finance team at Capital Dynamics, a leading investment firm in Boston's Financial District. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial initiatives and support our portfolio of global assets. This hybrid role offers the opportunity to work with cutting-edge financial modeling tools while collaborating with industry experts. Our competitive benefits package includes equity options, unlimited PTO, and professional development stipends.
Responsibilities
- Develop and maintain complex financial models for portfolio valuation and forecasting
- Analyze market trends and economic indicators to inform investment strategies
- Prepare monthly variance reports and executive-level financial dashboards
- Lead cross-functional budgeting and forecasting processes across departments
- Conduct ad-hoc financial analyses for M&A opportunities
- Maintain compliance with SEC regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of financial analysis experience in asset management or investment banking
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling software
- Strong knowledge of GAAP and SEC reporting requirements
- Exceptional quantitative and analytical problem-solving abilities
- Excellent presentation skills with experience communicating to C-suite executives