Job Description
Join our elite finance team with a comprehensive paid training program designed to launch your career as a Financial Analyst. Coastal Financial Group is seeking motivated professionals to master financial modeling, market analysis, and strategic reporting in our Corpus Christi headquarters. Enjoy mentorship from industry veterans while developing expertise in energy sector finance. This accelerated program combines hands-on training with real-world portfolio management responsibilities.
Responsibilities
- Analyze financial statements and market trends to inform investment decisions
- Build and maintain complex financial models using Excel and SQL
- Prepare executive-level reports on portfolio performance and risk metrics
- Collaborate with cross-functional teams to optimize financial strategies
- Monitor regulatory changes affecting energy sector investments
- Lead quarterly financial forecasting and budgeting processes
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 0-2 years of financial analysis experience or relevant internship
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- Basic knowledge of SQL and financial modeling software
- Strong problem-solving and data interpretation skills
- Ability to communicate complex financial concepts clearly
- Detail-oriented with high accuracy in financial reporting