Job Description
Join Sacramento's fastest-growing fintech firm as a Senior Financial Analyst! We're seeking a strategic thinker to drive financial decision-making and optimize our investment portfolio. This hybrid role combines deep financial modeling with cross-departmental collaboration to shape our growth trajectory. Enjoy competitive benefits, professional development stipends, and a culture that values innovation. Our modern downtown Sacramento office features flexible workspaces and state-of-the-art financial tools.
Responsibilities
- Analyze financial data to identify trends and opportunities for portfolio optimization
- Develop comprehensive financial models for investment forecasting and risk assessment
- Prepare executive-ready financial reports and presentations for stakeholders
- Collaborate with investment teams to evaluate new market opportunities
- Lead month-end closing processes and ensure SOX compliance
- Streamline financial workflows using advanced Excel and Power BI tools
Qualifications
- Bachelor's in Finance/Accounting with 5+ years of financial analysis experience
- CPA or CFA certification strongly preferred
- Advanced proficiency in financial modeling and data visualization tools
- Proven experience with investment portfolio analysis and valuation
- Expert knowledge of GAAP and SEC reporting requirements
- Strong strategic thinking with excellent communication skills