Job Description
Join Catalyst Financial Partners, a leading investment firm in the Southwest, as we expand our Tucson operations. We're seeking a detail-oriented Senior Financial Analyst to drive financial strategy and deliver actionable insights for our growing portfolio of clients. This role offers the opportunity to work with dynamic teams in a collaborative environment while making a tangible impact on financial decision-making.
Our Tucson office combines the warmth of a desert community with a thriving business ecosystem. Enjoy competitive compensation, comprehensive benefits, and professional development opportunities in a culture that values innovation and work-life balance.
Responsibilities
- Analyze complex financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models for forecasting and scenario planning
- Prepare detailed reports for executive leadership and board committees
- Collaborate with cross-functional teams to support budgeting and strategic initiatives
- Ensure compliance with SEC regulations and internal financial controls
- Maintain and optimize financial databases and reporting systems
- Present findings to stakeholders through compelling visualizations and narratives
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, Power BI, and financial modeling software
- Demonstrated experience with variance analysis and KPI reporting
- Strong understanding of GAAP and SEC reporting requirements
- Exceptional analytical and problem-solving abilities
- Excellent communication skills with ability to translate complex data
- Experience in financial services or investment management preferred