Job Description
Join our award-winning financial team at Coastal Capital Group in Long Beach, CA! We're seeking a detail-oriented Financial Analyst to drive strategic insights for our growing portfolio. This immediate opening offers a dynamic environment where your analytical skills will directly impact investment decisions. Enjoy competitive benefits, professional development, and the opportunity to shape our financial future in Southern California's thriving economy.
Responsibilities
- Analyze financial data, market trends, and investment opportunities to inform strategic decisions
- Develop comprehensive financial models, forecasts, and valuation reports
- Prepare executive dashboards and presentations for senior leadership
- Collaborate with cross-functional teams to optimize resource allocation
- Monitor portfolio performance and identify growth opportunities
- Ensure compliance with SEC regulations and internal financial controls
- Lead ad-hoc financial analysis projects for executive stakeholders
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and financial modeling software
- CFA or CPA certification strongly preferred
- Deep understanding of GAAP and SEC reporting requirements
- Exceptional quantitative and problem-solving abilities
- Proven experience with investment portfolio analysis
- Strong communication skills for executive presentations