Financial Analyst

Capital Advisors LLC

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Website CapitalAdvisors Capital Advisors LLC

Strategic financial solutions

Job Description

About the Role

We’re hiring a Financial Analyst to join our corporate finance team. You’ll analyze financial data, prepare reports, and provide insights to support business decisions. This role requires strong analytical skills and the ability to communicate financial concepts clearly.

Responsibilities

  • Prepare financial reports and forecasts
  • Analyze financial performance vs. budget and prior periods
  • Develop financial models to support decision-making
  • Assist with budgeting and planning processes
  • Identify trends and recommend improvements
  • Collaborate with various business units on financial items
  • Support month-end and year-end close processes
  • Prepare presentations for senior leadership

Requirements

  • Bachelor’s degree in Finance, Accounting, or related field
  • 2+ years of financial analysis experience
  • Advanced Excel and financial modeling skills
  • Familiarity with ERP systems and BI tools
  • Strong analytical and problem-solving abilities
  • Excellent communication and presentation skills
  • Attention to detail and accuracy
  • Ability to work independently and meet deadlines

Benefits

  • Competitive salary with annual bonus potential
  • Comprehensive benefits package
  • 401(k) with company matching
  • Opportunities for career growth
  • Professional development support
  • Hybrid work model (in-office and remote)
  • Wellness programs and gym membership
  • Collaborative team environment

About the Company

Our mid-sized financial services firm provides investment and advisory services to institutional clients. We value integrity, teamwork, and intellectual curiosity. Our analysts play a key role in helping clients achieve their financial goals.


Job ID: financial-analyst-Cq9ar

Tagged as: Analysis, Corporate, Finance

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