Job Description
Join our award-winning finance team at Coastal Financial Partners and drive strategic decision-making for Fortune 500 clients. We're seeking a meticulous Financial Analyst to transform complex data into actionable insights that shape investment strategies. Enjoy hybrid work flexibility, comprehensive benefits, and professional development opportunities in Virginia Beach's thriving economic hub.
Responsibilities
- Analyze financial statements and market trends to identify investment opportunities
- Create detailed financial models and valuation reports for corporate clients
- Collaborate with executive teams to present strategic recommendations
- Monitor portfolio performance and risk metrics using Bloomberg Terminal
- Prepare quarterly earnings forecasts and variance analysis
- Lead cross-functional projects to optimize capital allocation
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 3+ years of financial analysis experience in corporate or investment banking
- Advanced proficiency in Excel, SQL, and financial modeling software
- CFA or CPA designation preferred
- Strong analytical and presentation skills with attention to detail
- Experience with SEC filings and regulatory compliance