Job Description
Join Capital Growth Partners' dynamic finance team as a Senior Financial Analyst in Sacramento. We're seeking a strategic thinker to drive financial insights that shape our investment portfolio and operational decisions. This hybrid role offers the chance to work with cutting-edge financial modeling tools while directly impacting our $2B+ asset management division. Enjoy competitive benefits, professional development stipends, and a collaborative culture that values innovation.
Responsibilities
- Develop and maintain complex financial models for portfolio valuation and risk analysis
- Lead monthly/quarterly financial reporting and variance analysis for executive leadership
- Conduct market research and competitive analysis to identify investment opportunities
- Create ad-hoc financial models for M&A activities and capital allocation strategies
- Collaborate with investment teams to provide data-driven insights for decision-making
- Present financial findings to stakeholders through executive dashboards and presentations
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of financial analysis experience in asset management or investment banking
- Advanced proficiency in Excel (VBA, Power Query) and financial modeling software
- Strong SQL skills for financial data extraction and analysis
- Experience with Tableau or Power BI for data visualization
- CFA charterholder or CPA certification highly desirable
- Demonstrated success in presenting complex financial concepts to non-finance stakeholders