Job Description
Join Coastal Financial Group as a Financial Analyst in Long Beach, CA! We're seeking a detail-oriented professional to drive financial insights and strategic decision-making. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment in one of California's most vibrant coastal cities. Perfect for career-driven finance professionals ready to make an impact.
Responsibilities
- Conduct in-depth financial modeling and analysis for investment portfolios
- Prepare detailed monthly, quarterly, and annual financial reports
- Monitor market trends and provide actionable recommendations to senior leadership
- Develop and maintain financial forecasting models for business units
- Collaborate with cross-functional teams to optimize resource allocation
- Ensure compliance with SEC regulations and internal financial policies
- Present findings to executive stakeholders using data visualization tools
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics required
- 3+ years of financial analysis experience in corporate or investment settings
- Advanced proficiency in Excel, SQL, and financial software (Bloomberg, FactSet)
- CFA or CPA certification preferred
- Strong quantitative and qualitative analytical abilities
- Excellent communication and presentation skills
- Proven experience with financial modeling and forecasting
- Knowledge of California financial regulations and compliance standards