Job Description
Join our dynamic finance team at Fort Worth Financial Partners, a leading investment firm specializing in energy and healthcare sectors. We're seeking a detail-oriented Senior Financial Analyst to drive strategic decision-making through rigorous financial modeling and data interpretation. This is a hybrid role requiring 3 days/week in our downtown Fort Worth office, offering competitive compensation and rapid career advancement.
Our ideal candidate will thrive in a fast-paced environment, collaborating with C-suite executives to optimize financial performance. You'll gain exposure to complex portfolio analysis while contributing to our mission of delivering exceptional returns to clients across the Southwest.
Responsibilities
- Build and maintain complex financial models for portfolio valuation and risk assessment
- Analyze market trends to inform investment strategies and identify growth opportunities
- Prepare executive dashboards and quarterly performance reports for board presentations
- Lead cross-functional budgeting processes across 5+ business units
- Conduct ad-hoc financial investigations and due diligence for potential acquisitions
- Mentor junior analysts and improve department reporting workflows
Qualifications
- Bachelor's degree in Finance/Accounting; MBA or CFA preferred
- 5+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel (VBA, Power Query) and financial modeling software
- Strong SQL skills for large dataset manipulation and reporting
- Deep understanding of GAAP and SEC reporting requirements
- Proven ability to translate complex data into actionable business insights
- Excellent presentation skills with executive experience