Job Description
Join Capital Growth Partners, a leading financial advisory firm, as we urgently seek a Senior Financial Analyst to drive strategic financial initiatives in Oklahoma City. This is your opportunity to impact high-stakes decision-making in a dynamic, growth-oriented environment.
We're looking for a visionary analyst to transform complex financial data into actionable insights that shape our investment portfolio and client strategies. You'll collaborate with C-suite executives to optimize financial performance while building innovative forecasting models.
What We Offer:
- Industry-leading compensation with performance bonuses
- Tuition reimbursement for advanced certifications (CFA, CPA)
- Hybrid work schedule with flexible hours
- Comprehensive health and retirement benefits
Responsibilities
- Lead financial modeling, forecasting, and variance analysis for $500M+ portfolio
- Develop comprehensive budgeting frameworks across 15+ business units
- Conduct in-depth market research and competitive analysis for M&A opportunities
- Create executive dashboards using Power BI and Tableau
- Present financial insights to executive committee and board members
- Optimize working capital strategies and cash flow management
- Ensure SOX compliance and regulatory reporting accuracy
Qualifications
- Bachelor's in Finance/Accounting (MBA/CFA preferred)
- 5+ years in corporate finance or investment analysis
- Advanced Excel proficiency (VBA, macros, pivot tables)
- Expertise in financial modeling and valuation techniques
- SQL and Python experience for data extraction
- Strong presentation skills for executive audiences
- Experience with ERP systems (SAP, Oracle)
- Active CPA or CFA designation