Job Description
Join our dynamic finance team as a Financial Analyst and drive data-driven decision-making for Jacksonville's leading investment firm. We seek a detail-oriented professional to transform complex financial data into actionable insights that shape our client portfolio strategy. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment in Jacksonville's vibrant financial district.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to forecast business performance
- Develop comprehensive financial models for budgeting, forecasting, and valuation projects
- Prepare detailed reports and presentations for executive leadership and stakeholders
- Monitor KPIs and variance analysis to identify opportunities for cost optimization
- Collaborate with cross-functional teams to support strategic initiatives and capital allocation
- Ensure compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of progressive financial analysis experience in banking or investment sector
- Advanced proficiency in Excel, SQL, and financial modeling tools (Bloomberg, FactSet)
- Strong understanding of GAAP and financial reporting standards
- Exceptional analytical skills with attention to detail and accuracy
- Excellent communication abilities to translate complex data for non-technical audiences