Financial Analyst in Miami

Marc Bell Capital Partners; Miami (FL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Growth opportunities

Collaborative environment

Job summary

Marc Bell Capital Partners invites a Financial Analyst to join our Miami team. The role focuses on financial reporting, forecasting, budgeting, and investment analysis to support strategic decision-making.

You will work with Bloomberg and SAP, and collaborate across departments, driving data-driven insights in a fast-paced entrepreneurial environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Minimum of 3 years of experience in financial analysis within a large financial institution.
• Experience through a financial analyst training program at a major investment bank.

Responsibilities

• Prepare, analyze, and present detailed financial reports (P&L, balance sheets, cash flow) and conduct variance analysis.
• Build and maintain financial models to forecast performance and identify trends.
• Assist in annual budgets and long-term financial plans; track forecasts against budget.
• Evaluate investment opportunities through due diligence and risk assessment; support management with KPI reports and market insights.
• Develop and automate dashboards and reports using financial software (Excel, Bloomberg).
• Collaborate with accounting, operations and senior executives to align financial goals and provide strategic recommendations.

Skills

Financial modeling

Forecasting

Budgeting

Excel

Pivot tables

Data analysis

MS Office

Communication

Time management

Education

Bachelor's degree in Finance/Accounting/Economics

Master's degree (a plus)

Tools

Bloomberg

SAP

Job description

Marc Bell Capital Partners, is a multi-family home office with over 35 years of investing experience. We have raised over $10 billion of equity and $100 billion of debt for over 150 transactions. We focus on venture capital, private equity, finance, real estate, hospitality, and theatrical endeavors. The team has a unique combination of operating and investing backgrounds, including experience in the space, communication, technology, media, retail, and business services sectors. We have taken 17 of our companies public and sold many in private transactions.

We seek a highly motivated, enthusiastic, and skilled Financial Analyst to join our dynamic team in Miami, Florida. The ideal candidate will have at least three years of experience in financial analysis and have gone through a financial analyst training program at a major investment bank. This position requires strong analytical, quantitative, and communication skills with a deep understanding of economic concepts to support our financial planning and analysis activities.

Key Duties and Responsibilities

• Financial Reporting & Analysis:
• Prepare, analyze, and present detailed financial reports, including profit and loss statements, balance sheets, cash flow statements, and variance analysis
• Conduct financial modeling to forecast performance and assess financial trends
• Analyze historical data and provide actionable insights to senior management for decision-making
• Budgeting & Forecasting:
• Assist in the development of annual budgets and long-term financial plans
• Update forecasts and track performance against budget, identifying key variances and recommending corrective actions
• Provide insights into cost management, revenue projections, and capital allocation
• Investment Analysis:
• Evaluate investment opportunities by conducting due diligence, financial analysis, and risk assessments
• Support senior management with the analysis of securities, assets, and market trends
• Prepare investment reports, highlighting key performance indicators (KPIs), market conditions, and potential risks
• Data Management & Reporting Tools:
• Utilize advanced financial software, such as Excel and Bloomberg to manage financial data and generate reports
• Develop and automate reports, dashboards, and performance metrics to track the financial health of the organization
• Maintain accurate financial databases and ensure data integrity
• Cross-Functional Collaboration:
• Work closely with accounting, operations, and other departments to gather necessary data and ensure alignment with corporate financial goals
• Collaborate with senior executives to provide financial insights and strategic recommendations to drive business performance
• Regulatory Compliance & Risk Management:
• Ensure compliance with financial regulations, internal policies, and industry standards
• Assist in identifying potential risks and contribute to the development of risk management strategies
• Presentation & Communication:
• Prepare presentations for executive management, investors, and other stakeholders, clearly communicating financial performance and key takeaways
• Communicate complex financial concepts to non-financial stakeholders in a clear and concise manner

Qualifications

• Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. Master's degree is a plus
• Experience: Minimum of 3 years of experience in financial analysis within a large financial institution, with exposure to corporate finance, investment analysis, or similar functions
• Skills & Competencies:
  • Strong proficiency in financial modeling, forecasting, and budgeting
  • Advanced Excel skills (e.g., pivot tables, macros, data analysis)
  • Strong skills with Microsoft Office tools
  • Proficiency in financial software and reporting tools (e.g., Bloomberg, SAP, etc.)
  • Strong understanding of financial statements, financial ratios, and business metrics
  • Excellent communication and presentation skills, both written and verbal
  • Ability to work under pressure, and handle multiple projects while prioritizing deliverables and meeting tight deadlines in a fast‑paced environment
  • Detail‑oriented with strong problem‑solving abilities
  • A desire to work in an entrepreneurial environment with a positive attitude

Preferred Skills

• Experience with investment banking, asset management, or private equity is highly desirable
• Knowledge of financial regulations, compliance standards, and accounting principles (GAAP, IFRS)

Benefits

• Competitive salary and benefits package
• Opportunities for professional growth and development
• Collaborative work environment

About Marc Bell Capital Partners

Marc Bell Capital Partners is a leading investment firm with a focus on venture capital, private equity, finance, real estate, hospitality, and theatrical endeavors. The team has a unique combination of operating and investing backgrounds, including experience in the space, communication, technology, media, retail, and business services sectors.

Disclaimers

• The responsibilities and qualifications described here are not exhaustive and additional assignments, duties, or responsibilities may be required for this position. Assignments, duties, and responsibilities may change any time, with or without notice, by Marc Bell Capital Partners and in its sole discretion.
• To comply with US Government space technology export regulations, the applicant must be a US citizen, lawful permanent resident of the US, protected individual as defined by 8 USC 1324b(a)(3), or eligible to obtain the required authorizations from the US Department of State. In addition, please note that this position may require a current United States National Security clearance or eligibility for such a clearance.
• Marc Bell Capital Partners is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law.
• If you need assistance or accommodation due to a disability, you may contact us at [e-mail].