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Financial Analyst
$66k-82k (estimate)
Full Time 3 Weeks Ago
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DaGrosa Capital Partners is Hiring a Financial Analyst Near Miami, FL

Company Overview: Join a dynamic and forward-thinking Private Equity investment firm, DaGrosa Capital Partners (DCP) dedicated to identifying and maximizing strategic investment opportunities across various sectors. We pride ourselves on our commitment to excellence, integrity, and innovation in the world of Private Equity and Alternative Investments.

Job Description:

As a Financial Analyst, you will play a pivotal role in our investment process. This position reports to the Managing Director. Your responsibilities will include:

  • Financial Modeling:
  • Build bespoke financial models to evaluate investment opportunities.
  • Maintain models throughout the investment process and post-acquisition management.
  • Communicate key inputs and outputs of models effectively to the team.
  • Generate ad-hoc reports as required.
  • Deal Due Diligence:
  • Review deal documentation and conduct in-depth data room reviews.
  • Ensure details are accurately reflected in financial models and effectively communicated to the team.
  • Source and review potential deals.
  • Corporate Finance:
  • Assist in the annual budgeting process.
  • Maintain annual budgets and financial models.
  • Manage fund-level models and month-end close actuals.
  • Communicate financial strategy and plans to the C-suite and overall team.
  • Provide ad-hoc reporting for funds and company.
  • Maintain a 13-week cash flow forecast.
  • Collaborate with an external accounting firm to ensure the accuracy of financial reports.
  • Manage cash flow and treasury operations.
  • Conduct weekly meetings with the management team to review business progress.

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field. An MBA or CFA is a plus.
  • Proven experience in financial modeling and deal due diligence.
  • At least three years of experience.
  • Strong understanding of corporate finance principles.
  • Excellent communication and presentation skills.
  • Ability to thrive in a fast-paced, dynamic environment.
  • Proficiency in Microsoft Excel and financial modeling software.
  • Location: on-site, Coral Gables, Florida

Join us in shaping the future of finance and unlocking potential in the market. If you're driven, analytical, and passionate about investments, we want to hear from you.

Job Summary

JOB TYPE

Full Time

SALARY

$66k-82k (estimate)

POST DATE

05/26/2024

EXPIRATION DATE

11/20/2024

WEBSITE

dagrosacp.com

HEADQUARTERS

Miami, FL

SIZE

<25

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The job skills required for Financial Analyst include Accounting, Budgeting, Presentation, Economics, Microsoft Excel, Financial Modeling, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Analyst job description and responsibilities

Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.

02/23/2022: Mcallen, TX

Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.

02/10/2022: Newark, NJ

Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.

12/27/2021: Dallas, TX

They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.

12/11/2021: Manchester, NH

Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.

01/12/2022: Laramie, WY

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Analyst jobs

To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.

12/07/2021: Baltimore, MD

Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.

03/03/2022: Omaha, NE

To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.

12/27/2021: Youngstown, OH

Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.

12/11/2021: Burlington, VT

With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.

03/06/2022: Burlington, VT

Step 3: View the best colleges and universities for Financial Analyst.

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