Senior Financial Analyst

3 weeks ago


Newport Beach, United States BKM Capital Partners Full time
Job Opportunity

BKM Capital Partners is a dynamic and growing firm seeking a highly skilled Senior Financial Analyst to join our Corporate FP&A team. Located in our Newport Beach, California office, this role will play a critical part in driving strategic decision-making through the creation and maintenance of complex financial models.

This position requires advanced financial modeling skills, data analytics expertise, and the ability to leverage insights to support business growth. As a key member of our team, you will collaborate closely with Fund Finance, Treasury, and Accounting departments to integrate financial models into corporate planning packages.

Key Responsibilities:

  • Develop and maintain detailed financial models for forecasting, budgeting, and strategic planning, including corporate cash flows and profitability analysis.
  • Conduct scenario modeling and sensitivity analysis to aid in strategic decision-making across various business initiatives.
  • Perform valuation modeling for corporate ventures, acquisitions, and dispositions.
  • Calculate performance metrics, revenue yields, and returns to evaluate company and project financial health.
  • Utilize data analytics software (Alteryx) and advanced Excel functions to streamline financial modeling processes and drive efficiency in analysis.
  • Lead the preparation of cash forecasting models, including liquidity and cash flow analysis to support financial stability.
  • Conduct ad hoc financial models for executive-level decision-making on new ventures and capital investments.

Requirements:

  • Bachelor's degree in Finance, Accounting, Business Administration, or related field (Master's degree is a plus).
  • 5+ years of experience in financial planning & analysis, with a strong focus on building and maintaining financial models.
  • Advanced Excel capabilities (including complex formulas, macros, and pivot tables) are required; experience with data analytics software (Alteryx) is a plus.
  • Proven experience in scenario modeling, valuation techniques, and cash flow analysis.
  • Strong organizational skills, with attention to detail and the ability to prioritize in a fast-paced environment.
  • Self-motivated independent thinker with a results-driven approach and excellent problem-solving skills.
  • Strong written and verbal communication skills, with an ability to present complex financial insights clearly.
  • High ethical standards and a commitment to delivering accurate, insightful analysis.

What We Offer:

  • Competitive Pay
  • Medical, Dental, Vision and Life Insurance
  • Paid Time Off
  • 401k Plan
  • Professional Development Resources
  • Fun Work Culture (e.g., Indoor basketball, pickleball, ping pong, creative office environment, and fun company social events)


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