Senior Financial Analyst

Gardner Capital, Inc.; St. Louis (MO); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Paid Time Off & holidays

Medical, Dental & Vision insurance

Life Insurance

Professional growth opportunities

Collaborative environment

Job summary

Gardner Capital, Inc. seeks a Senior Financial Analyst to lead complex financial analysis, enterprise forecasting, and investment evaluation across the portfolio.

You will deliver sophisticated financial models, insights, and strategic recommendations to support capital allocation and long-term growth, while mentoring junior analysts. You will collaborate across Accounting, Asset Management, Development, Treasury, and Operations to strengthen reporting capabilities and drive data-informed

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related quantitative discipline.
• 5–8 years of progressively responsible experience in FP&A, investment analysis, corporate finance, valuation, or structured finance.

Responsibilities

• Lead development of financial models supporting investments, capital allocation, and portfolio management.
• Own company-wide budgeting, forecasting, and long-range financial planning processes.
• Evaluate acquisitions, refinancing opportunities, capital projects, and strategic initiatives.
• Analyze portfolio performance and identify financial risks and opportunities.
• Present financial analyses and recommendations directly to executive leadership.
• Review loan agreements, partnership agreements, and financing structures for financial implications.
• Design dashboards and reporting tools to improve executive decision-making.
• Lead cross-functional finance initiatives involving Accounting, Asset Management, Development, Treasury, and Operations.
• Mentor and review work performed by junior analysts.
• Recommend improvements to financial processes, reporting standards, and analytical methodologies.
• Support Board, lender, investor, and audit reporting requirements.
• Lead special projects involving strategic planning, capital markets, and business growth initiatives.
• Strategic financial analysis
• Executive communication
• Leadership and mentoring
• Project management
• Business judgment
• Process optimization

Skills

Excel

Financial Modeling

Power BI

Education

Bachelor's degree in Finance

Tools

SQL

VBA

Job description

Position Overview:

The Senior Financial Analyst is a senior individual contributor within the Financial Planning & Analysis team responsible for leading complex financial analysis, enterprise forecasting, strategic planning, and investment evaluation across Gardner Capital’s portfolio. This role serves as a trusted advisor to executive leadership by delivering sophisticated financial models, actionable business insights, and strategic recommendations that support capital allocation, portfolio optimization, and long-term growth initiatives. The Senior Financial Analyst leads high-impact analytical projects, mentorsjunior analysts, and collaborates across departments to improve financial performance, strengthen reporting capabilities, and drive data-informed decision-making throughout the organization.

Essential Functions:

• Lead development of financial models supporting investments, capital allocation, and portfolio management.
• Own company-wide budgeting, forecasting, and long-range financial planning processes.
• Evaluate acquisitions, refinancing opportunities, capital projects, and strategic initiatives.
• Analyze portfolio performance andidentifyfinancial risks and opportunities.
• Present financial analyses and recommendations directly to executive leadership.
• Review loan agreements, partnership agreements, and financing structures for financial implications.
• Design dashboards and reporting tools to improve executive decision-making.
• Lead cross-functional finance initiatives involving Accounting, Asset Management, Development, Treasury, and Operations.
• Mentor and review work performed by junior analysts.
• Recommend improvements to financial processes, reporting standards, and analytical methodologies.
• Support Board, lender, investor, and audit reporting requirements.
• Lead special projects involving strategic planning, capital markets, and business growth initiatives.
• Strategic financial analysis
• Executive communication
• Leadership and mentoring
• Project management
• Business judgment
• Process optimization

MinimumQualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or related quantitative discipline
• 5–8 years of progressively responsible experience in FP&A, investment analysis, corporate finance, valuation, or structured finance
• Expertproficiencyin Microsoft Excel, financialmodelingand Power BI

PreferredQualifications:

• MBA/CPA/CFA Preferred
• Experience in affordable housing, renewable energy, real estate, private equity, or structured finance
• SQL,VBAor similar analytical tools
• Experience presenting financial recommendations to executive leadership

This job operates in a professional office environment Monday through Friday.

Other Duties:

Pleasenotethis job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and 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