Job Description
Join Fort Worth Financial Group's dynamic finance team as we revolutionize investment strategies for Fortune 500 clients. We're seeking a detail-oriented Senior Financial Analyst to drive data-driven decision-making in our fast-paced downtown headquarters. This critical role offers immediate opportunity to shape financial forecasting models and directly impact executive decisions while working alongside C-suite leaders in a collaborative, growth-oriented environment.
Responsibilities
- Develop comprehensive financial models and forecasting reports for executive leadership
- Analyze market trends and economic indicators to inform investment strategies
- Prepare variance reports comparing actual vs. projected performance metrics
- Collaborate with cross-functional teams to optimize capital allocation
- Present complex financial insights through executive dashboards and presentations
- Lead monthly close processes and ensure SOX compliance
- Identify cost-saving opportunities through operational efficiency analysis
Qualifications
- Bachelor's in Finance/Accounting (MBA or CPA preferred)
- 5+ years financial analysis experience in corporate or investment environment
- Advanced proficiency in Excel, Power BI, and financial modeling software
- Deep understanding of GAAP, SEC regulations, and financial reporting standards
- Exceptional analytical skills with attention to detail accuracy
- Strong presentation skills for executive-level stakeholders
- Experience with ERP systems (SAP/Oracle) preferred