Financial Analyst – II

Gardner Capital, Inc.; St. Louis (MO); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Paid Time Off

Medical, Dental, and Vision insurance

Life Insurance

Opportunities for professional growth

Collaborative environment

Job summary

Gardner Capital, a private equity firm focused on affordable housing and renewable energy, is seeking a Financial Analyst II in St. Louis. You will lead complex financial analyses, build models, and support underwriting for acquisitions, refinancings, and development projects.

You will own parts of the budget and forecast, present to executives, and collaborate across Accounting, Asset Management, Development, and leadership while mentoring junior staff.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
• 2–5 years of FP&A, investment analysis, valuation, or corporate finance experience.
• Advanced Excel, Power BI.

Responsibilities

• Independently develop and maintain complex financial models.
• Lead underwriting analyses for acquisitions, refinancing, and development projects.
• Own portions of the annual budget and rolling forecast process.
• Perform detailed variance analysis and recommend corrective actions.
• Prepare executive-level financial presentations.
• Evaluate investment returns, capital structures, and financing alternatives.
• Support lender, investor, and audit requests independently.
• Identify process improvements and automate recurring analyses.
• Collaborate with Accounting, Asset Management, Development, and Executive Leadership.
• Mentor interns and Financial Analyst II team members.

Skills

Financial modeling

Investment analysis

Business partnering

Problem solving

Process improvement

Education

Bachelor’s degree in Finance, Accounting, Economics, or related discipline

MBA/CPA/CFA preferred

Tools

Excel

Power BI

SQL

VBA

Job description

Gardner Capitalis a private equity firm focused onaffordable housing and renewable energy development, investor, and tax credit syndicator with primary regional officeslocatedin St. Louis, Missouriand Dallas, Texas.

Gardner Capital has a rapidly growing national platform and is looking to add to its team for the following role.

Position Overview:

The FinancialAnalyst II is an experienced finance professional within the Financial Planning & Analysis team responsible for independently leading financial analyses, developing complex financial models, supporting investment underwriting, and managing key budgeting and forecasting processes. This role partners closely with Accounting, Asset Management, Development, and executive leadership to evaluate business performance,identifyfinancial risks and opportunities, and deliver actionable insights that support strategic decision-making.The FinancialAnalyst II is expected to take ownership of assigned projects, recommend process improvements, and serve as a trusted analytical resource across the organization.

Essential Functions:

• Independently develop andmaintaincomplex financial models.
• Lead underwriting analyses for acquisitions, refinancing, and development projects.
• Own portions of the annual budget and rolling forecast process.
• Perform detailed variance analysis and recommend corrective actions.
• Prepare executive-level financial presentations.
• Evaluate investment returns, capital structures, and financing alternatives.
• Supportlender,investor, and audit requests independently.
• Identifyprocess improvements and automate recurring analyses.
• Collaborate with Accounting, Asset Management, Development, and Executive Leadership.
• Mentor interns and FinancialAnalyst Iteam members.
• Advanced financial modeling
• Investment analysis
• Business partnering
• Problem solving
• Process improvement

Minimum Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or related discipline
• 2–5 years of FP&A, investment analysis, valuation, or corporate finance experience
• Advanced Excel, Power BI

Preferred Qualifications:

• MBA/CPA/CFA Preferred
• Real estate or investment analysis exposure
• SQL or VBA exposure

This joboperatesin a professional office environmentMonday through Friday.

Other Duties:

Pleasenotethis job description is not designed to cover orcontaina comprehensive listing of activities, duties or responsibilities that arerequired ofthe employee for this job. Duties,responsibilitiesand activities may change at any time with or without notice.

What We Offer:

Gardner Capital offers a competitive compensation and benefits package designed to support the health, well-being, and financial security of our employees, including:

• Paid Time Off (PTO) and company holidays
• Medical, Dental, and Vision insurance
• Life Insurance
• Opportunities for professional growth and career development
• Collaborative and mission-driven work environment