Job Description
Join our dynamic finance team at Capital Partners Group, where we're revolutionizing investment strategies through data-driven insights. We seek a passionate Senior Financial Analyst to drive financial modeling, forecasting, and strategic decision-making for our Philadelphia-based operations. This immediate-opening role offers unparalleled growth opportunities in a collaborative, fast-paced environment.
Responsibilities
- Develop complex financial models and forecasts to support investment decisions and capital allocation
- Analyze market trends, economic indicators, and competitor performance to identify growth opportunities
- Prepare detailed financial reports and presentations for executive leadership and stakeholders
- Lead budgeting processes and variance analysis across multiple business units
- Collaborate with cross-functional teams to optimize operational efficiency and profitability
- Monitor KPIs and dashboard metrics to track financial performance against strategic goals
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling software
- Strong analytical skills with ability to translate complex data into actionable insights
- Exceptional communication skills with experience presenting to executive audiences
- Experience with SEC filings and regulatory compliance requirements
- Proven track record of improving financial processes through automation and innovation