Job Description
Join Coastal Financial Partners as a Financial Analyst in Corpus Christi, TX, where coastal meets opportunity. We're seeking a detail-oriented professional to drive financial strategy and operational excellence for our growing portfolio of clients. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment focused on professional growth.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for strategic decision-making
- Prepare detailed financial models, forecasts, and variance reports for leadership review
- Collaborate with cross-functional teams to optimize budget allocation and resource planning
- Conduct market research and industry analysis to support investment recommendations
- Develop and maintain financial dashboards for real-time performance monitoring
- Ensure compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of progressive financial analysis experience in a corporate setting
- Advanced proficiency in Excel, including pivot tables, VLOOKUP, and financial modeling
- Strong understanding of GAAP and financial reporting standards
- Experience with ERP systems (SAP, Oracle, or NetSuite preferred)
- CFA or CPA designation highly desirable
- Exceptional analytical and problem-solving abilities with attention to detail