Job Description
Join Coastal Financial Partners, a leading investment firm in Coastal Texas, as we expand our analytics division. We're seeking a detail-oriented Financial Analyst to drive data-driven decision-making for our energy and maritime portfolio. Enjoy competitive benefits, hybrid work flexibility, and career growth in one of America's most dynamic coastal economies.
Responsibilities
- Develop financial models and forecasts for energy sector investments
- Analyze market trends and regulatory impacts on portfolio performance
- Prepare monthly variance reports and executive dashboards
- Collaborate with investment teams on risk assessment strategies
- Lead ad-hoc financial analyses for M&A opportunities
- Automate reporting workflows using Power BI and Excel
- Maintain compliance with SEC and FINRA regulations
Qualifications
- Bachelor's in Finance/Accounting with 3+ years experience
- CPA or CFA designation preferred
- Advanced Excel modeling and Power BI proficiency
- Energy sector financial analysis experience
- Strong SQL and data visualization skills
- Excellent presentation and stakeholder communication
- Ability to manage competing deadlines in fast-paced environment