Job Description
Join our dynamic finance team at Capital Financial Partners and drive impactful financial strategies for our growing portfolio of clients. We're seeking a detail-oriented Senior Financial Analyst to transform complex data into actionable insights that fuel business growth. This hybrid role offers the flexibility to work remotely while collaborating with industry leaders in our modern Raleigh headquarters.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for 15+ client portfolios
- Develop comprehensive financial models and forecasts supporting multi-million dollar investment decisions
- Create executive-ready dashboards and presentations using advanced Excel and Power BI
- Collaborate with cross-functional teams to align financial strategies with business objectives
- Lead budgeting and variance analysis processes for key stakeholders
- Conduct market research to inform financial recommendations and competitive positioning
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in a corporate setting
- Expert proficiency in Excel (pivot tables, VLOOKUP, macros) and Power BI
- Strong understanding of GAAP and financial reporting standards
- Proven ability to translate complex data into compelling narratives for executive audiences
- SQL knowledge for data extraction and manipulation
- Certification in financial modeling or data analytics a plus