Job Description
Join our dynamic finance team in Colorado Springs and drive strategic financial decisions for one of Colorado's fastest-growing tech-finance hybrids. Mountain View Financial Partners seeks a detail-oriented Senior Financial Analyst to optimize our investment portfolio and support expansion initiatives. Enjoy competitive compensation, hybrid work flexibility, and career advancement in a collaborative environment.
Responsibilities
- Analyze financial data to identify investment opportunities and market trends
- Develop comprehensive financial models for portfolio valuation and risk assessment
- Prepare monthly performance reports and executive dashboards
- Collaborate with cross-functional teams to align financial strategies with business goals
- Lead budgeting processes and variance analysis for 15+ departmental units
- Conduct ad-hoc financial analysis 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 progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and financial modeling software
- Strong understanding of GAAP and investment valuation methodologies
- Experience with portfolio management and financial reporting tools
- Certified Public Accountant (CPA) designation required
- Excellent analytical and presentation skills with attention to detail