Job Description
Join Capital Insights Group as a Senior Financial Analyst and drive strategic decision-making for our growing portfolio of Sacramento-based clients. We're seeking a detail-oriented professional with a passion for transforming complex financial data into actionable insights. In this pivotal role, you'll collaborate with executive leadership to optimize financial performance, support investment strategies, and ensure regulatory compliance. Our Sacramento office offers a dynamic, collaborative environment with opportunities for career growth and professional development.
Responsibilities
- Analyze financial statements, budgets, and forecasts to identify trends and opportunities
- Develop comprehensive financial models for valuation, scenario planning, and capital allocation
- Prepare executive-level reports and presentations for leadership and stakeholders
- Collaborate with cross-functional teams to support business initiatives and M&A activities
- Monitor market conditions and regulatory changes affecting financial strategies
- Lead process improvements in financial reporting and analysis workflows
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience in corporate or consulting environments
- Advanced proficiency in Excel, financial modeling, and data visualization tools
- Solid understanding of GAAP, SEC regulations, and financial reporting standards
- Experience with ERP systems (SAP, Oracle) and business intelligence platforms
- Strong analytical, problem-solving, and communication skills
- CPA or CFA designation highly desirable