Job Description
Join our dynamic finance team at Suncoast Financial Partners, a leading investment firm in St. Petersburg's thriving financial district. We're seeking a meticulous Financial Analyst to drive data-driven decision-making and support our portfolio growth. Enjoy competitive compensation, comprehensive benefits, and a collaborative work environment in Florida's premier coastal city.
Responsibilities
- Conduct in-depth financial modeling and variance analysis for investment portfolios
- Prepare monthly, quarterly, and annual financial reports for executive leadership
- Collaborate with portfolio managers to identify market trends and investment opportunities
- Develop and maintain financial forecasting models with 95%+ accuracy
- Analyze KPIs and provide actionable insights to optimize portfolio performance
- Streamline financial reporting processes using advanced Excel and BI tools
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 3+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- Experience with financial modeling and valuation techniques
- Strong SQL and data visualization skills (Tableau/Power BI)
- Certified Financial Analyst (CFA) designation highly valued