Job Description
Join Capital Dynamics, a leading investment firm, as we revolutionize financial strategy in the heart of NYC. We're seeking a dynamic Senior Financial Analyst to drive data-driven decisions and shape our portfolio's future. In this pivotal role, you'll collaborate with executive leadership to optimize capital allocation, identify market trends, and deliver actionable insights that fuel our growth trajectory. Our culture blends innovation with integrity, offering unparalleled mentorship and opportunities to lead high-impact projects.
As part of our finance team, you'll gain exposure to cutting-edge fintech solutions and work alongside industry veterans who will accelerate your career development. We offer competitive compensation, flexible work arrangements, and comprehensive benefits designed for modern professionals.
Responsibilities
- Develop comprehensive financial models and valuation analyses for multi-billion dollar portfolios
- Lead monthly forecasting cycles and variance reporting for C-suite stakeholders
- Conduct market research and competitive analysis to identify investment opportunities
- Design and automate financial reporting dashboards using Power BI and SQL
- Mentor junior analysts and cross-functional teams on financial best practices
- Present findings to executive committees with clear data visualization recommendations
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Expert proficiency in advanced Excel modeling and Power BI visualization
- Deep understanding of SEC regulations and GAAP/IFRS standards
- Proven ability to translate complex financial data into strategic business insights
- Exceptional communication skills with executive presentation experience
- Experience with SQL database queries and financial APIs