Job Description
Join Global Capital Partners as a Senior Financial Analyst and drive financial strategy for our growing portfolio of healthcare and tech clients. We're seeking a detail-oriented professional to transform complex data into actionable insights that shape investment decisions. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career advancement in Buffalo's dynamic financial sector. What you'll achieve: Financial modeling, budget forecasting, and stakeholder reporting while collaborating with cross-functional teams. Why us? We offer mentorship programs, flexible work arrangements, and a commitment to work-life balance. Apply today to become part of a team that values innovation and integrity.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for client portfolios
- Develop and maintain complex financial models using Excel and SQL for forecasting and scenario analysis
- Prepare monthly, quarterly, and annual financial reports for executive leadership
- Collaborate with investment teams to evaluate ROI and financial feasibility of new ventures
- Lead budgeting and forecasting processes for 15+ departmental units
- Present findings to stakeholders through clear, data-driven visualizations
- Ensure compliance with GAAP and industry-specific regulatory requirements
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
- 5+ years of progressive financial analysis experience in investment banking or consulting
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Power Query) and financial modeling
- Experience with SQL for data extraction and Tableau for data visualization
- Strong analytical skills with ability to translate complex data into strategic recommendations
- Certification in CFA or FRM highly desirable
- Excellent communication skills with ability to present to C-level executives
- Proficiency with SAP or Oracle ERP systems