Job Description
Join our dynamic finance team at Capital Growth Partners as we expand our Sacramento operations! We're seeking a detail-oriented Senior Financial Analyst to drive data-driven decision-making for our investment portfolio. This hybrid role offers the flexibility of remote work with bi-weekly in-office collaboration at our downtown Sacramento headquarters. You'll work directly with executive leadership to shape financial strategy while enjoying competitive benefits and professional growth opportunities.
Responsibilities
- Analyze financial statements and market trends to inform investment decisions
- Develop comprehensive financial models for portfolio valuation and risk assessment
- Prepare executive-level reports and presentations for quarterly board meetings
- Collaborate with cross-functional teams to optimize capital allocation
- Lead month-end closing processes and variance analysis
- Identify cost-saving opportunities through financial data mining
- Maintain compliance with SEC regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 5+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel and financial modeling tools
- Experience with SQL and data visualization platforms (Tableau preferred)
- CFA or CPA certification strongly preferred
- Demonstrated success in presenting complex financial concepts to non-finance stakeholders
- Strong analytical mindset with exceptional attention to detail