Job Description
Join Capital Financial Partners, a premier investment firm in the heart of Washington DC, as we seek a dynamic Senior Financial Analyst to drive strategic financial initiatives. This role offers unparalleled exposure to high-stakes decision-making in the nation's financial hub, with opportunities to shape investment strategies for Fortune 500 clients. You'll collaborate with C-suite executives while leveraging cutting-edge financial modeling tools to deliver actionable insights.
We offer a competitive compensation package including performance bonuses, comprehensive health benefits, and professional development stipends. Our downtown DC office provides easy access to metro lines and vibrant urban amenities, creating an inspiring work environment for ambitious finance professionals.
Responsibilities
- Analyze complex financial data to identify trends and inform strategic investment decisions
- Develop sophisticated financial models for valuation, forecasting, and scenario analysis
- Prepare executive-level reports and presentations for Board of Directors and key stakeholders
- Lead cross-functional projects to optimize capital allocation and improve financial performance
- Monitor market conditions and regulatory changes affecting portfolio strategies
- Mentor junior analysts and enhance departmental financial reporting standards
Qualifications
- Bachelor's degree in Finance, Economics, or Accounting; MBA or CFA preferred
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Expert proficiency in Excel, Bloomberg Terminal, and financial modeling software
- Demonstrated experience with SEC filings and regulatory compliance frameworks
- Exceptional quantitative skills with ability to synthesize complex data into actionable insights
- Strong written and verbal communication skills for executive stakeholder engagement
- Active FINRA Series 7/63 or willingness to obtain within 90 days