Job Description
Join our award-winning finance team at Capital Dynamics Group, a leading investment firm managing over $50B in assets. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial insights and support our portfolio companies' growth initiatives. This hybrid role offers competitive compensation, comprehensive benefits, and unparalleled career development in the heart of Manhattan.
Responsibilities
- Analyze financial performance data to identify trends, risks, and opportunities across 15+ portfolio companies
- Develop comprehensive financial models for valuation, forecasting, and scenario analysis
- Prepare executive-level presentations and dashboards for senior leadership and investment committees
- Collaborate with portfolio companies to implement financial best practices and operational improvements
- Lead quarterly business reviews and annual strategic planning sessions
- Monitor industry regulations and market developments impacting investment strategies
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking, private equity, or corporate finance
- Advanced proficiency in Excel (VBA, Power Query) and financial modeling tools
- Strong SQL skills for data extraction and analysis from large datasets
- Exceptional presentation skills with ability to translate complex data into actionable insights
- Proven track record of managing multiple projects with competing deadlines
- Series 63/65 or willingness to obtain upon hire