Job Description
Join Crescent Capital Partners, a leading financial advisory firm in the heart of New Orleans' thriving business district. We're seeking a dynamic Senior Financial Analyst to drive strategic financial planning and analysis for our growing portfolio of clients. This hybrid role offers the perfect blend of analytical rigor and client-facing impact in a collaborative, growth-oriented environment.
Our ideal candidate will possess exceptional Excel modeling skills, deep financial acumen, and the ability to translate complex data into actionable insights. You'll work directly with executive leadership to optimize financial performance, identify growth opportunities, and support M&A activities across diverse industries including energy, healthcare, and technology.
Responsibilities
- Develop and maintain sophisticated financial models for forecasting, valuation, and scenario analysis
- Lead budgeting and planning processes, ensuring alignment with strategic objectives
- Analyze financial performance metrics and provide actionable insights to senior leadership
- Prepare executive-level financial reports and presentations for client stakeholders
- Support due diligence processes for M&A transactions and investment opportunities
- Collaborate with cross-functional teams to optimize working capital and operational efficiency
- Stay current with regulatory changes affecting financial reporting standards
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in corporate or advisory settings
- Advanced proficiency in Excel (VBA, pivot tables, complex modeling)
- Strong knowledge of GAAP and SEC reporting requirements
- Experience with financial software (e.g., SAP, Oracle, Hyperion)
- Exceptional analytical and problem-solving abilities
- Excellent communication skills with ability to present complex concepts clearly
- Proven track record of delivering accurate, deadline-driven financial analysis