Job Description
Join Capital Dynamics Group, a leading financial services firm in Dallas, as we revolutionize investment strategies through data-driven insights. We're seeking a Senior Financial Analyst to drive financial modeling, forecasting, and strategic planning for our growing portfolio. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for professional growth in a collaborative environment.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for portfolio optimization
- Develop complex financial models, forecasts, and valuation analyses
- Prepare executive presentations and reports for stakeholders
- Collaborate with cross-functional teams to support strategic initiatives
- Monitor market conditions and regulatory changes affecting financial performance
- Lead ad-hoc financial analysis projects to support business decisions
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred)
- 5+ years of financial analysis experience in banking or investment services
- Advanced proficiency in Excel, PowerPoint, and financial modeling tools
- Strong SQL and data visualization skills (Tableau/Power BI)
- CPA or CFA designation highly desirable
- Excellent analytical, communication, and problem-solving abilities