Job Description
Join Mesa Financial Partners, a leading investment firm in the heart of Arizona's financial district. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and support our growing client portfolio. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career advancement in Mesa's thriving economic landscape.
Responsibilities
- Analyze financial data to forecast trends, identify risks, and recommend growth strategies
- Prepare detailed financial models, budgets, and variance reports for executive leadership
- Collaborate with cross-functional teams to optimize operational efficiency
- Conduct market research and competitor analysis to inform investment decisions
- Present financial insights through clear, compelling dashboards and presentations
- Maintain compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 5+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling software
- CFA or CPA certification strongly preferred
- Proven ability to translate complex financial data into actionable strategies
- Exceptional analytical and problem-solving skills with attention to detail
- Strong written and verbal communication abilities