Job Description
Join our award-winning finance team at Bluegrass Financial Partners, where we're transforming how businesses in Kentucky and beyond make strategic financial decisions. As a key member of our Louisville-based analytics division, you'll drive impactful insights that shape our investment portfolio and client strategies. We offer a collaborative environment with cutting-edge tools, competitive benefits, and clear pathways for career advancement.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for 15+ client portfolios
- Develop comprehensive financial models for valuation, forecasting, and scenario planning
- Prepare executive-level reports and presentations for C-suite stakeholders
- Lead cross-functional projects to optimize capital allocation and cost structures
- Ensure compliance with SEC regulations and internal financial controls
- Mentor junior analysts through our structured growth program
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in regulated industries
- Advanced proficiency in Excel, Power BI, and SQL with VBA knowledge
- Strong understanding of GAAP, SEC reporting, and valuation methodologies
- Proven track record of translating complex data into actionable strategies
- Exceptional communication skills with executive presentation experience
- Professional certification (CFA/CPA) or active pursuit thereof