Job Description
Join our dynamic finance team at Coastal Financial Partners, a leading investment firm serving the vibrant Virginia Beach business community. We're seeking a detail-oriented Financial Analyst to drive data-driven decision-making and support our strategic growth initiatives. Enjoy competitive compensation, comprehensive benefits, and a collaborative work environment in one of America's most livable coastal cities.
Responsibilities
- Analyze financial data, trends, and metrics to inform business strategy and investment decisions
- Prepare monthly, quarterly, and annual financial reports with actionable insights
- Develop and maintain complex financial models for forecasting and budgeting
- Collaborate with department heads to optimize resource allocation and cost efficiency
- Conduct variance analysis and recommend corrective actions
- Support due diligence processes for new investment opportunities
- Present financial findings to senior leadership through clear, compelling visualizations
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field required
- 3+ years of progressive financial analysis experience
- Advanced proficiency in Excel, including pivot tables, VLOOKUP, and financial modeling
- Experience with ERP systems (SAP, Oracle) and BI tools (Power BI, Tableau)
- CFA or CPA designation preferred
- Exceptional analytical and problem-solving skills
- Strong written and verbal communication abilities
- Knowledge of SEC regulations and GAAP standards