Job Description
Join our award-winning finance team at Summit Financial Partners, a leading investment firm in the Southwest. We seek a detail-oriented Senior Financial Analyst to drive strategic financial planning and decision-making for our growing portfolio. This hybrid role offers unparalleled growth opportunities in Phoenix's thriving financial district.
Our ideal candidate will leverage advanced analytical skills to optimize investment strategies and deliver actionable insights. Enjoy comprehensive benefits including 401(k) matching, flexible work arrangements, and professional development stipends.
Responsibilities
- Perform in-depth financial modeling and valuation analysis for investment opportunities
- Develop comprehensive financial forecasts and budget reports for executive leadership
- Analyze market trends and economic indicators to inform strategic decisions
- Collaborate with cross-functional teams to optimize capital allocation
- Present complex financial data through compelling visualizations and executive summaries
- Ensure compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred)
- 5+ years progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling tools
- CFA or CPA certification strongly preferred
- Proven ability to translate complex data into actionable business insights
- Experience with portfolio analysis and risk assessment methodologies
- Exceptional communication skills with executive stakeholders