Job Description
Join our dynamic finance team at Coastal Financial Partners, a leading investment firm in Virginia Beach. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and optimize portfolio performance. Enjoy competitive benefits, flexible work arrangements, and opportunities for career advancement in our collaborative, results-driven environment.
Responsibilities
- Develop comprehensive financial models for investment portfolios and market analysis
- Prepare monthly performance reports with variance analysis and actionable insights
- Conduct in-depth industry research to support investment decision-making
- Collaborate with portfolio managers on risk assessment and capital allocation strategies
- Lead budgeting and forecasting processes for new market opportunities
- Automate financial reporting workflows using advanced Excel and BI tools
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling software
- Demonstrated expertise in financial statement analysis and valuation methodologies
- Strong analytical problem-solving skills with attention to detail
- Excellent communication skills for presenting complex financial concepts