Job Description
Join Coastal Financial Partners, a leading financial services firm in Virginia Beach, as a Financial Analyst. We're seeking a detail-oriented professional to drive strategic financial decision-making and support our growing portfolio of clients. Enjoy a competitive salary, comprehensive benefits package, and opportunities for career advancement in a collaborative environment.
Responsibilities
- Analyze financial data to prepare monthly, quarterly, and annual reports
- Develop financial models for forecasting and budgeting purposes
- Identify trends and provide actionable insights to senior leadership
- Collaborate with cross-functional teams on strategic initiatives
- Ensure compliance with regulatory requirements and internal policies
- Present findings to stakeholders through clear visualizations and reports
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 3+ years of financial analysis experience
- Advanced proficiency in Excel and financial modeling software
- Strong SQL and data visualization skills (Tableau/Power BI)
- Certification (CFA, CPA) highly desirable
- Excellent analytical and problem-solving abilities