Job Description
Join Alamo Capital Partners as a Senior Financial Analyst and drive strategic financial decision-making for our expanding portfolio of South Texas businesses. We're seeking a detail-oriented professional to transform complex financial data into actionable insights that fuel growth and operational excellence.
Responsibilities
- Analyze financial performance metrics and trends to identify optimization opportunities
- Develop comprehensive financial models for forecasting, budgeting, and valuation
- Prepare executive-level financial reports and presentations for stakeholders
- Collaborate with department heads to align financial strategies with business objectives
- Conduct variance analysis and recommend corrective actions
- Support M&A activities through due diligence and integration planning
- Maintain compliance with GAAP and regulatory requirements
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel (VLOOKUP, pivot tables, financial modeling)
- Experience with ERP systems (SAP, Oracle) and BI tools (Tableau, Power BI)
- Strong understanding of financial statements and ratio analysis
- CFA or CPA certification highly desirable
- Excellent communication and presentation skills