Senior Financial Analyst

Connexa Search Group; Atlanta (GA); On-site; USD 81,000 - 95,000; Full time

Job summary

A specialized recruitment firm is seeking a Senior Financial Analyst for a family office in Atlanta, GA, to handle financial modeling and strategic decision-making. This role involves extensive financial analysis, collaboration with executive leadership, and development of investment strategies. Ideal candidates will possess strong analytical skills, a Bachelor’s degree in Finance, and at least 3 years of relevant experience. Competitive salary ranges from $81,000 to $95,000, depending on location.

Qualifications

• Minimum of 3 years of professional experience in finance, investment analysis, corporate development, or consulting.
• 5+ years of experience is ideal.
• Experience in preparing executive-level materials.

Responsibilities

• Develop and update financial models for operating performance and investment assessment.
• Conduct research and financial analysis for investment strategies.
• Prepare internal reports and presentations for leadership.

Skills

Analytical skills

Quantitative skills

Proficiency in Excel

Communication skills

Organizational skills

Education

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

Job description

Senior Financial Analyst – Family Office

Brandon Clark with Connexa is recruiting for a Senior Financial Analyst to work within a family office environment to analyze acquisitions, current portfolio, capital allocations, and more.

Senior Financial Analyst for a single family office supporting various financial initiatives. This role offers a unique opportunity to work directly with executive leadership on a blend of corporate finance, investment research, and more. The position is ideal for someone seeking extensive financial analysis, exposure to strategic decision-making, and long‑term wealth management in a family office, investment banking, or private equity environment.

Responsibilities

• Develop and update financial models to assess operating performance, investments, and new business opportunities.
• Conduct research and financial analysis to support investment strategies, portfolio monitoring, and capital allocation decisions.
• Prepare internal reports, presentations, and summaries for leadership and board meetings.
• Assist with due diligence and valuation analysis for new or existing investments.
• Collaborate with accounting, investment, and foundation teams to ensure accurate financial reporting and data integrity.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Minimum of 3 years of professional experience in finance, investment analysis, corporate development, or consulting. 5+ years is ideal.
• Strong analytical and quantitative skills with proficiency in Excel and financial modeling.
• Excellent written and verbal communication skills, with experience preparing executive‑level materials.
• Self‑starter with strong organizational skills and the ability to manage multiple priorities in a fast‑paced environment.

Location: Atlanta, GA (alternatives: Alpharetta, GA and Sandy Springs, GA)

Salary: $81,000.00–$95,000.00 (Atlanta), $100,000.00–$110,000.00 (Alpharetta), $95,000.00–$105,000.00 (Sandy Springs)

Reach out directly: https://www.linkedin.com/in/brandonclarkrecruiter/

Follow Connexa LinkedIn page: https://www.linkedin.com/company/the-connexa-group