Job Description
Join our dynamic finance team at Nexus Financial Partners, a leading investment firm in the heart of San Francisco's Financial District. We're seeking a detail-oriented Senior Financial Analyst to drive strategic decision-making through data-driven insights. This hybrid role offers the opportunity to work with cutting-edge financial technologies while collaborating with industry experts to shape our portfolio strategy. Enjoy competitive compensation, comprehensive benefits, and a culture that values innovation and professional growth.
Responsibilities
- Conduct in-depth financial modeling and forecasting for investment portfolios
- Analyze market trends and economic indicators to inform strategic recommendations
- Prepare detailed financial reports and presentations for executive stakeholders
- Develop and maintain automated financial dashboards using advanced Excel and Power BI
- Collaborate with cross-functional teams to optimize resource allocation
- Lead quarterly business reviews and variance analysis initiatives
- Support M&A activities through due diligence and valuation modeling
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred)
- 5+ years of financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel (VBA, macros, complex modeling)
- Strong SQL and Power BI/Tableau skills for data visualization
- CFA designation or CPA certification highly desirable
- Exceptional analytical thinking and problem-solving abilities
- Experience with Bloomberg Terminal and financial data platforms
- Excellent communication skills with ability to present complex concepts clearly