Job Description
Join Coastal Financial Partners, a leading investment firm in South Texas, as a Senior Financial Analyst. We're seeking a detail-oriented professional to drive financial strategy and decision-making for our growing portfolio. Enjoy competitive compensation, comprehensive benefits, and a collaborative work environment in Corpus Christi's vibrant waterfront district. Apply today to become part of our innovative finance team!
Responsibilities
- Analyze financial data, trends, and market conditions to support strategic business decisions
- Develop comprehensive financial models, forecasts, and budgets for multiple business units
- Prepare detailed financial reports and presentations for executive leadership and stakeholders
- Conduct variance analysis and recommend corrective actions to optimize performance
- Collaborate with cross-functional teams to ensure alignment with financial objectives
- Lead ad-hoc financial projects and process improvement initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA or CPA preferred)
- 5+ years of progressive financial analysis experience in corporate or investment environments
- Advanced proficiency in Excel, financial modeling, and data visualization tools
- Strong analytical skills with ability to translate complex data into actionable insights
- Experience with ERP systems (SAP, Oracle) and SQL databases
- Excellent communication skills with ability to present to executive audiences
- Proven track record of driving financial optimization and cost reduction