Job Description
Join our dynamic finance team at Peak Capital Advisors, a leading investment firm in Colorado Springs. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial decision-making through data-driven insights. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for professional growth in Colorado's thriving business landscape.
Responsibilities
- Develop comprehensive financial models and forecasts for investment portfolios
- Analyze market trends and economic indicators to inform strategic decisions
- Prepare detailed variance reports and performance dashboards for executive leadership
- Collaborate with portfolio managers to optimize investment strategies
- Lead quarterly business reviews with key stakeholders
- Maintain compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and financial modeling software
- Strong understanding of GAAP and investment valuation methodologies
- Certification in financial planning (CFP) or equivalent preferred
- Experience with portfolio management and risk assessment