Job Description
Join our elite finance team at Capital Growth Partners and accelerate your career in a dynamic, high-stakes environment. We're seeking a visionary Senior Financial Analyst to drive strategic financial initiatives for our expanding portfolio of tech and healthcare clients. This role offers unparalleled exposure to C-suite executives and the opportunity to shape multi-million dollar investment decisions. Enjoy a competitive compensation package with equity options, comprehensive benefits, and flexible work arrangements in our state-of-the-art Santa Ana headquarters.
Responsibilities
- Lead complex financial modeling, forecasting, and variance analysis for $500M+ investment portfolios
- Develop actionable insights through advanced data visualization and dashboard creation using Power BI
- Collaborate with executive leadership on M&A valuation, due diligence, and post-merger integration
- Optimize capital allocation strategies using scenario analysis and risk assessment frameworks
- Mentor junior analysts and drive process improvements across financial operations
Qualifications
- 5+ years of progressive financial analysis experience in investment banking, private equity, or corporate finance
- CPA or CFA designation required (or actively pursuing with near-completion)
- Expert-level proficiency in Excel (VBA, advanced functions) and financial modeling software
- Demonstrated experience with Power BI, Tableau, or similar data visualization tools
- Strong understanding of SEC regulations and GAAP/IFRS reporting standards
- Exceptional communication skills with ability to present complex concepts to non-financial stakeholders