Job Description
Join our dynamic finance team at Capital Dynamics Group, a leading investment firm in the Triangle area. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial initiatives and support our rapid growth trajectory. This critical role requires expertise in financial modeling, forecasting, and data-driven decision-making. You'll collaborate with executive leadership to optimize resource allocation and identify new revenue opportunities. Our Raleigh headquarters offers a modern workspace, competitive benefits, and opportunities for professional advancement in a thriving tech hub.
Responsibilities
- Develop comprehensive financial models, forecasts, and budgets to support strategic planning
- Analyze variance reports and provide actionable insights to senior leadership
- Conduct market research and competitive analysis to identify growth opportunities
- Prepare executive-level presentations and financial dashboards for stakeholders
- Lead cross-functional projects to improve financial processes and efficiency
- Ensure compliance with SEC regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience in corporate or investment settings
- Advanced proficiency in Excel, PowerPoint, and financial modeling tools
- Strong SQL and data visualization skills (Power BI/Tableau)
- CFA or CPA designation highly valued
- Exceptional analytical thinking and problem-solving abilities
- Proven track record of delivering accurate financial insights under tight deadlines