Job Description
Join our award-winning finance team at Capital Dynamics Group, a leading investment firm in the heart of Fort Worth's thriving financial district. We seek a detail-oriented Senior Financial Analyst to drive strategic financial planning and analysis initiatives. This hybrid role offers exceptional growth opportunities in a collaborative environment where your expertise will directly impact our $2B+ portfolio. Enjoy comprehensive benefits including equity participation and flexible work arrangements.
Responsibilities
- Develop comprehensive financial models for portfolio valuation and investment analysis
- Lead monthly forecasting processes and variance analysis across 15+ business units
- Prepare executive-level presentations for board meetings and investor briefings
- Conduct ad-hoc market research and competitive analysis for emerging sectors
- Optimize working capital strategies to enhance cash flow by 15% annually
- Mentor junior analysts and implement continuous improvement initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics; MBA or CFA preferred
- 5+ years progressive experience in financial analysis or investment banking
- Advanced proficiency in Excel (VBA, Power Query) and financial modeling tools
- Expertise in SQL and data visualization platforms (Tableau, Power BI)
- Deep understanding of GAAP, SEC regulations, and investment analysis frameworks
- Proven track record of delivering actionable insights in fast-paced environments