Job Description
Join Jacksonville's premier financial services firm as a Financial Analyst and unlock your potential with an exclusive sign-on bonus! We're seeking a detail-oriented professional to drive strategic financial planning and analysis for our growing portfolio of clients. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment where your expertise directly impacts business growth.
Why Join Us?
- Generous sign-on bonus for qualified candidates
- Clear career advancement path to senior leadership
- Hybrid work schedule with downtown Jacksonville office
- Continuous learning opportunities and professional development
- Competitive benefits package including 401(k) matching
Responsibilities
- Analyze financial data to identify trends and provide actionable insights for executive decision-making
- Develop comprehensive financial models, forecasts, and budgets for multi-million dollar portfolios
- Prepare detailed financial reports and presentations for stakeholders and board members
- Conduct market research and competitor analysis to inform strategic initiatives
- Collaborate with cross-functional teams to optimize financial processes and controls
- Monitor KPIs and performance metrics to ensure alignment with organizational goals
- Lead special projects including M&A analysis and capital expenditure evaluations
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred)
- 3+ years of progressive financial analysis experience in corporate or financial services
- Advanced proficiency in Excel, including complex modeling and data visualization
- Strong knowledge of GAAP and financial reporting standards
- Experience with ERP systems (SAP, Oracle) and BI tools (Tableau, Power BI)
- Exceptional analytical and problem-solving abilities with attention to detail
- Excellent communication skills with ability to present complex data clearly
- CFA or CPA certification highly desirable