Job Description
Join our award-winning finance team at Capital Dynamics Group, a leading investment firm in the heart of Dallas's thriving financial district. We're seeking a detail-oriented Financial Analyst to drive strategic decision-making through data-driven insights. You'll collaborate with executive leadership to optimize financial performance and support our expansion in the Southwest region. Enjoy competitive benefits, professional development stipends, and a modern workspace in downtown Dallas.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models for forecasting and budgeting
- Prepare executive-level reports and presentations for stakeholders
- Conduct variance analysis and recommend corrective actions
- Support M&A activities through due diligence and valuation
- Streamline financial processes using automation tools
- Maintain compliance with SEC regulations and GAAP standards
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel (VBA, Power Query) and BI tools
- Experience with ERP systems (SAP, Oracle) and financial modeling
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities
- CPA or CFA designation highly desirable
- Experience in financial services or investment management