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Job Description
About the Role
Perform financial modeling and data analysis to support strategic decision-making for corporate investment portfolios.
Responsibilities
- Develop forecasting models
- Prepare SEC filings
- Analyze merger/acquisition targets
- Automate financial reporting
- Present findings to executives
- Monitor industry benchmarks
Requirements
- CFA Level II candidate
- 3+ years FP&A experience
- Advanced Excel/Power BI skills
- MBA preferred
- Knowledge of GAAP/IFRS
- SEC compliance expertise
Benefits
- Annual bonus potential (15-20%)
- Stock purchase plan
- Executive mentorship program
- Gym membership reimbursement
- Paid CFA exam fees
- Hybrid work model
About the Company
Capitol Financial Advisors provides elite wealth management services to high-net-worth individuals and institutions. Our culture emphasizes precision, ethics, and innovation.
Job ID: mid-level-financial-analyst-tk0mN
