Job Description
Join WealthBridge Financial Partners as a Part-Time Financial Analyst and become a key driver of our clients' financial success. We're seeking a detail-oriented professional to support our growing portfolio of small to mid-sized businesses in Jacksonville. This hybrid role (3 days/week onsite) offers the flexibility of part-time work with the impact of full-time strategic contributions. Collaborate with senior executives to transform complex financial data into actionable insights that drive growth and profitability. Enjoy competitive compensation, professional development opportunities, and a supportive team environment.
Responsibilities
- Analyze financial statements, KPIs, and market trends to identify growth opportunities
- Develop detailed financial models and forecasts for budgeting and strategic planning
- Prepare monthly, quarterly, and annual financial reports with clear visualizations
- Conduct variance analysis and recommend operational improvements
- Support M&A activities through due diligence and valuation modeling
- Collaborate with cross-functional teams on financial strategy implementation
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in corporate or advisory settings
- Advanced proficiency in Excel (PivotTables, VLOOKUP, financial functions)
- Experience with ERP systems (SAP, Oracle) and BI tools (Tableau, Power BI)
- Strong understanding of GAAP and financial reporting standards
- CFA or CPA certification preferred
- Exceptional analytical thinking and problem-solving abilities