Job Description
Join Capital Financial Partners, a leading investment firm in Washington DC, as a Senior Financial Analyst. We seek a detail-oriented professional to drive financial strategy and support high-stakes decision-making in our dynamic financial services environment. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement in the nation's capital.
Responsibilities
- Analyze financial data, market trends, and investment opportunities to inform strategic decisions
- Prepare detailed financial models, forecasts, and variance reports for executive leadership
- Collaborate with cross-functional teams to develop annual budgets and financial plans
- Conduct due diligence on potential investments and M&A opportunities
- Present complex financial insights to stakeholders through compelling visualizations
- Ensure compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in financial services
- Advanced proficiency in Excel, SQL, and financial modeling software
- Strong understanding of GAAP, SEC reporting, and capital markets
- Exceptional analytical and problem-solving abilities
- Proven track record of translating complex data into actionable recommendations