Job Description
Join Capital Financial Partners, a leading investment firm in Washington DC's vibrant financial district. We're seeking a detail-oriented Senior Financial Analyst to drive data-driven decision-making for our portfolio of Fortune 500 clients. This hybrid role offers exceptional growth opportunities in a collaborative environment with top-tier professionals.
Our ideal candidate will thrive in fast-paced settings, leveraging cutting-edge financial modeling tools to shape strategic initiatives. Enjoy competitive benefits including flexible work arrangements, comprehensive health coverage, and a generous 401(k) matching program.
Responsibilities
- Conduct in-depth financial modeling and valuation analyses for M&A transactions
- Develop comprehensive budget forecasts and variance reports for executive leadership
- Perform market research and competitive analysis to identify investment opportunities
- Prepare executive dashboards and presentations translating complex data into actionable insights
- Collaborate with cross-functional teams to optimize capital allocation strategies
- Ensure compliance with SEC regulations and financial reporting standards
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or consulting
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling software
- Demonstrated expertise in valuation methodologies (DCF, comparables, precedent transactions)
- Strong analytical skills with ability to synthesize large datasets into strategic recommendations
- Excellent communication skills with ability to present complex financial concepts clearly
- Active FINRA Series 63/65/66 licenses (or ability to obtain within 90 days)