Job Description
Join our dynamic finance team at Coastal Financial Partners, where we empower businesses to navigate complex financial landscapes with precision and innovation. As a Financial Analyst, you'll play a pivotal role in driving data-driven decisions that fuel growth and operational excellence. Located in the vibrant heart of Long Beach's financial district, our collaborative culture values analytical rigor and strategic thinking. We offer competitive compensation, comprehensive benefits, and opportunities for professional growth in a forward-thinking environment.
Responsibilities
- Analyze financial data, trends, and market conditions to generate actionable insights and forecasts
- Develop and maintain financial models, budgets, and variance reports for key business units
- Prepare executive presentations and dashboards that translate complex data into strategic recommendations
- Collaborate with cross-functional teams to support investment decisions and capital allocation
- Ensure compliance with regulatory requirements and internal financial controls
- Identify cost optimization opportunities and efficiency improvements across operations
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of progressive financial analysis experience in corporate or financial services
- Advanced proficiency in Excel, financial modeling, and data visualization tools (Power BI/Tableau)
- Deep understanding of GAAP, financial reporting standards, and regulatory frameworks
- Exceptional analytical skills with ability to synthesize complex data into clear narratives
- Strong communication skills with proven ability to present to executive stakeholders