Job Description
Join our dynamic finance team at Capital Financial Partners in Washington, DC, where strategic financial insights drive impactful decisions. We seek a detail-oriented Senior Financial Analyst to support our investment portfolio management and client advisory services. This role offers unparalleled growth opportunities in the nation's financial hub, with competitive compensation and comprehensive benefits.
Responsibilities
- Analyze financial data to identify trends and inform strategic investment decisions
- Prepare detailed financial models, forecasts, and variance reports for executive leadership
- Collaborate with cross-functional teams to develop client-facing financial presentations
- Monitor market conditions and regulatory changes affecting portfolio performance
- Lead quarterly business reviews and annual financial planning processes
- Optimize financial systems and reporting tools for enhanced efficiency
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, Bloomberg Terminal, and financial modeling software
- Strong quantitative skills with ability to interpret complex datasets
- CFA or CPA certification highly desirable
- Exceptional communication skills for presenting to C-suite clients