Job Description
Join our dynamic finance team in San Antonio's thriving business district! Capital Growth Partners seeks a detail-oriented Senior Financial Analyst to drive strategic financial initiatives for our expanding portfolio of clients. You'll play a pivotal role in shaping financial strategies that fuel business growth in the Alamo City's vibrant economy. Enjoy competitive compensation, comprehensive benefits, and opportunities for professional development in a collaborative environment.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for 15+ client portfolios
- Develop comprehensive financial models and forecasts supporting $500M+ in assets
- Prepare executive-level reports with actionable insights for C-suite stakeholders
- Collaborate with cross-functional teams to optimize budget allocation and resource utilization
- Lead month-end closing processes ensuring 100% accuracy and timely reporting
- Conduct ad-hoc financial analysis supporting M&A activities and market expansion
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 5+ years of progressive financial analysis experience in public accounting or corporate finance
- Advanced proficiency in Excel (VBA, Power Query) and financial modeling software
- Strong SQL and Power BI skills for data extraction and visualization
- CPA or CFA designation highly desirable
- Proven ability to translate complex financial concepts into strategic business recommendations
- Experience with regulatory compliance (SEC, GAAP) and audit processes