Job Description
Join our award-winning finance team at Catalyst Financial Group, a leading investment firm serving the Southwest. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and decision-making for our growing portfolio. Enjoy competitive compensation, comprehensive benefits, and a collaborative culture that values innovation.
Responsibilities
- Analyze financial data to identify trends and provide actionable insights
- Develop comprehensive budgets, forecasts, and financial models
- Prepare executive-level reports for stakeholders and leadership
- Conduct variance analysis and recommend corrective actions
- Collaborate with cross-functional teams on strategic initiatives
- Ensure compliance with SOX and SEC regulations
- Maintain and optimize financial reporting systems
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel and financial modeling
- SAP or Oracle ERP system experience
- CFA or CPA certification preferred
- Strong analytical and problem-solving skills
- Excellent communication and presentation abilities
- Experience in investment or financial services industry