Job Description
Join our award-winning finance team at Capital Dynamics Group, where we're revolutionizing investment strategies through data-driven excellence. As a Senior Financial Analyst, you'll drive critical financial decisions for our $2B portfolio, working directly with C-suite executives to shape the future of wealth management. Enjoy a hybrid work model with downtown Dallas office perks, comprehensive benefits, and uncapped growth potential in a culture that celebrates innovation.
Responsibilities
- Lead complex financial modeling and valuation analyses for M&A transactions
- Develop actionable insights through advanced Excel, SQL, and Power BI dashboards
- Present quarterly performance reports to executive stakeholders
- Collaborate with investment teams to optimize capital allocation strategies
- Streamline financial forecasting processes with 95%+ accuracy
- Mentor junior analysts on financial best practices
Qualifications
- Bachelor's in Finance/Accounting (MBA or CFA preferred)
- 5+ years in financial analysis with Big 4 or PE experience
- Expert proficiency in financial modeling (DCF, LBO, M&A)
- Advanced SQL and Power BI skills
- CPA or CFA charter holder
- Proven track record in high-stakes decision support