Job Description
Join our dynamic finance team at Coastal Capital Partners as a Part-Time Financial Analyst. This role offers the perfect opportunity to leverage your analytical skills in a flexible, collaborative environment while making impactful decisions for our growing portfolio. Enjoy competitive compensation, remote work options, and professional development opportunities.
We're seeking detail-oriented professionals passionate about financial modeling and strategic planning. You'll work closely with senior leadership to drive data-driven insights that shape our investment strategies. This position is ideal for experienced analysts seeking work-life balance without compromising career growth.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for investment portfolios
- Prepare comprehensive financial models, forecasts, and variance reports
- Support budgeting and planning processes with accurate data analysis
- Collaborate with cross-functional teams to develop strategic recommendations
- Monitor market conditions and regulatory changes affecting financial performance
- Create executive-ready dashboards and visualizations for key stakeholders
- Assist in due diligence processes for potential acquisitions
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel (VLOOKUP, PivotTables, complex formulas)
- Strong knowledge of financial modeling and valuation methodologies
- Experience with financial reporting tools like QuickBooks or SAP
- CFA or CPA certification preferred
- Exceptional analytical and problem-solving abilities
- Excellent communication skills with attention to detail