Job Description
Join Horizon Capital Partners, a leading financial services firm in Charlotte, as we expand our investment portfolio. We seek a dynamic Senior Financial Analyst to drive strategic decision-making through data-driven insights. This hybrid role offers competitive compensation, comprehensive benefits, and clear pathways to leadership. If you're passionate about transforming complex financial data into actionable strategies, we want to hear from you.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to inform investment strategies
- Build and maintain complex financial models for valuation and forecasting
- Prepare executive-level reports and presentations for stakeholders
- Collaborate with cross-functional teams to identify growth opportunities
- Conduct due diligence on potential acquisitions and partnerships
- Monitor portfolio performance and recommend optimization strategies
- Ensure compliance with SEC regulations and internal financial policies
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of experience in financial analysis or investment banking
- Advanced proficiency in Excel, SQL, and financial modeling software
- Strong analytical skills with ability to interpret complex datasets
- Experience with financial reporting and regulatory compliance
- Excellent communication and presentation skills
- Proven ability to manage multiple projects under tight deadlines
- CFA or CPA certification a significant advantage