Job Description
Join Innovate Financial Group's dynamic finance team in San Jose, CA, where your expertise will drive strategic financial decisions for our portfolio of tech startups. We seek a detail-oriented Senior Financial Analyst to transform complex data into actionable insights, supporting our mission to revolutionize fintech innovation. Enjoy competitive compensation, comprehensive benefits, and a collaborative work environment in the heart of Silicon Valley.
Responsibilities
- Conduct in-depth financial modeling and analysis for investment portfolios
- Prepare monthly, quarterly, and annual financial reports for stakeholders
- Develop cash flow forecasts and variance analysis for 20+ portfolio companies
- Collaborate with investment teams on due diligence and valuation exercises
- Design and automate financial reporting dashboards using Power BI
- Lead budgeting and forecasting processes for new market expansions
- Present financial insights to executive leadership and board members
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of financial analysis experience in tech or fintech
- Advanced proficiency in Excel, SQL, and financial modeling software
- Experience with Power BI, Tableau, or similar visualization tools
- Strong understanding of GAAP and SEC reporting requirements
- Certification (CFA, CPA) or equivalent technical credentials
- Exceptional analytical and communication skills