Job Description
Join Alamo Financial Partners, a leading wealth management firm in San Antonio, as we expand our analytical capabilities. We're seeking a detail-oriented Senior Financial Analyst to drive strategic decision-making through data-driven insights. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for professional growth in San Antonio's thriving financial district.
Responsibilities
- Develop comprehensive financial models for portfolio valuation and risk assessment
- Analyze market trends and economic indicators to inform investment strategies
- Prepare executive-ready reports with actionable recommendations for senior leadership
- Collaborate with cross-functional teams to optimize resource allocation
- Monitor compliance with SEC regulations and internal financial controls
- Leverage advanced Excel and BI tools to visualize complex datasets
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in banking or wealth management
- Expert proficiency in financial modeling, valuation techniques, and Excel
- Strong understanding of SEC regulations and GAAP standards
- Proven ability to translate complex data into strategic business insights
- Certification in Power BI or Tableau highly desirable