Job Description
Join Coastal Financial Partners as a Part-Time Financial Analyst and become a key player in driving data-driven financial decisions for our dynamic portfolio of clients. This hybrid role (20-25 hours/week) offers flexibility while challenging you to transform complex financial data into actionable insights. Our collaborative team values precision, strategic thinking, and innovation—perfect for professionals seeking impactful part-time opportunities in Virginia Beach's thriving financial district.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to support investment strategies
- Develop detailed financial models and projections for client portfolios and business units
- Prepare comprehensive reports on performance metrics, variance analysis, and risk assessments
- Collaborate with senior advisors to present findings to stakeholders using data visualization tools
- Monitor budget adherence and identify optimization opportunities across departments
- Support audit preparation by ensuring compliance with SEC and GAAP standards
- Conduct ad-hoc financial analysis for special projects and strategic initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of financial analysis experience with proficiency in Excel modeling
- Advanced knowledge of financial reporting standards (GAAP/IFRS)
- Experience with ERP systems (SAP/Oracle) and BI tools (Tableau/Power BI)
- Strong quantitative skills with attention to detail and accuracy
- Ability to communicate complex financial concepts to non-financial stakeholders
- Part-time flexibility with 20-25 weekly availability during core business hours