Job Description
Join our dynamic finance team at Columbus Financial Partners, a leading investment firm in the heart of Ohio's capital. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and analysis initiatives. This immediate hire opportunity offers competitive compensation and career growth in a collaborative, fast-paced environment. Your expertise will directly influence our portfolio performance and client investment strategies.
Responsibilities
- Perform in-depth financial modeling and valuation analysis for investment portfolios
- Develop comprehensive financial forecasts and variance reports for executive leadership
- Conduct market research and industry analysis to identify emerging investment opportunities
- Prepare executive presentations and dashboards translating complex financial data into actionable insights
- Collaborate with cross-functional teams to support M&A transactions due diligence
- Ensure compliance with SEC regulations and internal financial controls
- Mentor junior analysts to foster team development and knowledge sharing
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 (VBA, macros) and financial modeling software
- Strong understanding of GAAP, SEC reporting requirements, and valuation methodologies
- Exceptional analytical skills with ability to synthesize large datasets
- Proven track record of delivering accurate financial forecasts and reports
- Excellent communication skills with ability to present complex information clearly
- Experience with portfolio management and investment performance metrics