Senior Financial Analyst

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, mentors junior analysts, and collaborates across departments to improve financial performance, strengthen reporting capabilities, and drive data-informed decision-making throughout the organization.

• 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

• 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

• 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.

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.

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