Job Description
Join Capital Financial Partners, a leading investment firm in the heart of Washington, DC, as we seek a dynamic Senior Financial Analyst to drive our financial strategy and decision-making processes. This premium role offers unparalleled growth opportunities in a high-stakes environment where your expertise will directly shape our portfolio's success. Enjoy competitive compensation, comprehensive benefits, and a collaborative culture that values innovation and excellence.
Responsibilities
- Analyze complex financial data to identify trends, risks, and opportunities for portfolio optimization
- Develop detailed financial models, forecasts, and valuation analyses for multi-million dollar investments
- Prepare executive-level presentations and reports for senior leadership and board members
- Collaborate with cross-functional teams to align financial strategies with business objectives
- Monitor market conditions and regulatory changes affecting financial performance
- Lead budgeting and planning cycles, ensuring alignment with organizational goals
- Mentor junior analysts and drive continuous improvement in financial processes
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking, private equity, or asset management
- Advanced proficiency in financial modeling (DCF, LBO, M&A) and Excel with VBA skills
- Demonstrated expertise in SQL, Power BI, or other data visualization tools
- Strong analytical skills with ability to translate complex data into actionable insights
- Exceptional communication skills with experience presenting to C-suite executives
- Active FINRA Series 7 or 63 license required