Job Description
Join Coastal Financial Solutions, a leading financial services firm in Jacksonville, as a Part-Time Financial Analyst. We're seeking a detail-oriented professional to support our growing client base with insightful financial analysis and strategic recommendations. This flexible role offers an exceptional opportunity to leverage your expertise in a collaborative environment while maintaining work-life balance. If you're passionate about driving financial success and thrive in dynamic settings, we encourage you to apply today.
Responsibilities
- Analyze financial data, trends, and market conditions to produce comprehensive reports
- Develop financial models, forecasts, and budgets for client portfolios
- Prepare variance analyses and identify cost-saving opportunities
- Collaborate with senior analysts to deliver strategic financial insights
- Maintain accurate financial records and ensure regulatory compliance
- Present findings to stakeholders through clear visualizations and narratives
- Support ad-hoc financial projects and special initiatives as needed
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience (part-time or internship accepted)
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- Strong knowledge of financial modeling and forecasting techniques
- Experience with ERP systems (SAP, Oracle) or BI tools (Tableau)
- Excellent analytical, problem-solving, and communication skills
- CFA or CPA certification preferred
- Ability to work independently with minimal supervision