Job Description
Join Alamo Financial Partners as a Senior Financial Analyst and drive financial strategy for one of San Antonio's leading investment firms. We're seeking a detail-oriented professional to transform complex data into actionable insights that shape our client portfolio growth. With competitive compensation and a dynamic work environment in the heart of the River City, you'll collaborate with executive teams to optimize financial performance while advancing your career in Texas's thriving financial sector.
Why Alamo Financial Partners? Our culture combines Wall Street rigor with Texan innovation. Enjoy comprehensive benefits including health insurance, 401(k) matching, and professional development stipends. We're located in the vibrant Pearl District, offering easy access to downtown amenities and public transit.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for portfolio optimization
- Develop comprehensive financial models and forecasts supporting strategic decision-making
- Prepare executive-level reports and presentations for C-suite stakeholders
- Lead budgeting and variance analysis processes across multiple business units
- Collaborate with investment teams to evaluate new market opportunities
- Ensure compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, Power BI, and financial modeling software
- Strong SQL and database management skills for large-scale data analysis
- Proven ability to translate complex financial concepts for non-financial audiences
- Experience with SEC reporting and regulatory compliance frameworks
- CPA or CFA designation highly desirable