Job Description
Join our dynamic finance team at Catalyst Financial Group, a leading investment firm in Phoenix's bustling business district. We're seeking a detail-oriented Senior Financial Analyst to drive strategic decision-making through data-driven insights. Enjoy competitive compensation, comprehensive benefits, and opportunities for career growth in Arizona's thriving financial sector. Work in a collaborative environment where your expertise directly impacts our portfolio performance and client satisfaction.
Responsibilities
- Analyze financial data, market trends, and investment opportunities to inform strategic business decisions
- Develop comprehensive financial models, forecasts, and valuation reports for senior leadership
- Prepare and present monthly/quarterly performance dashboards to executive stakeholders
- Collaborate with cross-functional teams to optimize budget allocation and resource planning
- Identify cost-saving opportunities and efficiency improvements across investment portfolios
- Ensure compliance with SEC regulations and internal financial control frameworks
- Mentor junior analysts and maintain accurate documentation of financial methodologies
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years progressive financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel, SQL, and financial modeling software (e.g., Bloomberg, FactSet)
- Strong understanding of GAAP, SEC regulations, and financial reporting standards
- Proven ability to translate complex data into actionable business recommendations
- Excellent presentation skills with experience communicating to C-level executives
- Certification in CFA or CPA required