Job Description
Join Phoenix Financial Partners as a Senior Financial Analyst and drive strategic decision-making for our rapidly growing investment portfolio. We seek a detail-oriented professional to analyze market trends, evaluate financial risks, and deliver actionable insights to our executive team. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement in Phoenix's thriving financial sector.
Responsibilities
- Analyze financial data to identify investment opportunities and market trends
- Develop comprehensive financial models for valuation and forecasting
- Prepare detailed reports for executive leadership and stakeholders
- Collaborate with cross-functional teams to optimize financial strategies
- Monitor regulatory compliance and risk exposure
- Lead budgeting and variance analysis processes
- Present findings to C-suite executives with data-driven recommendations
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 analytical skills with attention to detail
- Experience with SEC filings and regulatory reporting
- Certification (CFA, CPA) highly valued
- Proven track record of delivering high-impact financial insights