Job Description
Join Coastal Financial Partners, a leading financial advisory firm in Virginia Beach, as we seek a dynamic Financial Analyst to drive our strategic decision-making. You'll be pivotal in transforming complex data into actionable insights that fuel our clients' growth and our firm's expansion. We offer a collaborative environment where your analytical skills directly impact business outcomes, coupled with competitive benefits and clear career progression paths.
Responsibilities
- Analyze financial data, trends, and market conditions to produce comprehensive reports and forecasts
- Develop and maintain financial models for budgeting, forecasting, and valuation purposes
- Prepare detailed presentations for executive leadership and client stakeholders
- Collaborate with cross-functional teams to optimize financial processes and identify cost-saving opportunities
- Monitor KPIs and financial metrics to ensure alignment with strategic objectives
- Conduct ad-hoc financial analysis projects supporting business initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of progressive financial analysis experience
- Advanced proficiency in Excel (VLOOKUP, PivotTables, complex formulas)
- Experience with financial modeling and forecasting methodologies
- Strong SQL and data visualization skills (Power BI/Tableau preferred)
- CFA or CPA certification highly desirable
- Exceptional communication and presentation abilities