Job Description
Join our dynamic finance team at Capital Growth Partners, a leading investment firm in Sacramento. We're seeking a detail-oriented Senior Financial Analyst to drive strategic decision-making through data-driven insights. This role offers exceptional growth opportunities in a collaborative environment where your expertise will directly impact our portfolio's success. Enjoy competitive benefits, flexible work arrangements, and a commitment to professional development.
Responsibilities
- Conduct in-depth financial modeling and analysis for investment portfolios
- Prepare comprehensive financial reports and executive dashboards
- Forecast revenue, expenses, and cash flow trends with 95%+ accuracy
- Collaborate with cross-functional teams to optimize financial strategies
- Identify cost-saving opportunities and efficiency improvements
- Support M&A activities due diligence and valuation
- Develop KPI tracking systems for performance measurement
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling software
- Strong knowledge of GAAP and SEC reporting requirements
- Exceptional analytical and problem-solving abilities
- Excellent communication skills with executive stakeholders
- Experience with ERP systems (SAP/Oracle) and BI tools
- Proven track record of delivering actionable financial insights