Job Description
Join our dynamic finance team at Coastal Financial Partners as we expand our Virginia Beach operations. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and analysis for our growing portfolio of clients. This role offers immediate start and opportunity for professional growth in a collaborative environment.
Responsibilities
- Conduct in-depth financial modeling and forecasting for client portfolios
- Prepare comprehensive variance analyses and performance reports
- Develop actionable insights for executive decision-making
- Lead budgeting and forecasting cycles across departments
- Collaborate with investment teams on portfolio valuation
- Present financial findings to senior leadership
- Maintain accurate financial databases and documentation
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of financial analysis experience
- Advanced proficiency in Excel and financial modeling tools
- Strong knowledge of GAAP and SEC regulations
- CFA or CPA certification highly desirable
- Experience with ERP systems (SAP/Oracle)
- Exceptional analytical and problem-solving abilities
- Excellent communication and presentation skills