Job Description
Join our innovative finance team at Coastal Capital Partners as a Part-Time Financial Analyst. We're seeking a detail-oriented professional to support our investment strategies with precise financial modeling and market analysis. This hybrid role (20-25 hrs/week) offers competitive compensation and growth opportunities within St. Petersburg's thriving financial district. Perfect for candidates seeking flexible hours without sacrificing impact.
Responsibilities
- Analyze financial statements and market trends to inform investment decisions
- Build and maintain complex financial models using Excel and SQL
- Prepare monthly performance reports and variance analysis
- Collaborate with portfolio managers on risk assessment strategies
- Support budgeting and forecasting processes for client portfolios
- Conduct industry research and competitive analysis
- Present findings to senior leadership using visualization tools
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics required
- 3+ years of financial analysis experience
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- SQL and financial modeling certification preferred
- Strong analytical and problem-solving abilities
- Excellent communication and presentation skills
- Experience with financial reporting tools (QuickBooks, Bloomberg Terminal)
- Ability to work independently with minimal supervision