Job Description
Join Capital Growth Partners as a Senior Financial Analyst and drive impactful financial strategies for our dynamic portfolio of Philadelphia-based clients. We're seeking a detail-oriented professional to translate complex data into actionable insights that fuel business growth. Enjoy a collaborative environment where your expertise directly shapes investment decisions and operational excellence. With comprehensive benefits and career advancement opportunities, this role is your gateway to becoming a finance leader in one of America's most vibrant economic hubs.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to inform strategic investment decisions
- Develop comprehensive financial models for valuation, forecasting, and scenario analysis
- Prepare executive-level reports and presentations highlighting key performance metrics
- Collaborate with cross-functional teams to optimize capital allocation and resource utilization
- Lead due diligence processes for M&A opportunities and partnership evaluations
- Monitor portfolio performance and identify emerging risks or growth opportunities
- Maintain compliance with SEC regulations and industry best practices
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel, PowerPoint, and financial modeling software
- Strong SQL and data visualization skills (Tableau/Power BI)
- Proven ability to communicate complex financial concepts to non-technical stakeholders
- Experience with Philadelphia regional market dynamics and industry trends
- FINRA Series 63/65 or 7 license (or ability to obtain within 90 days)