Job Description
Join Coastal Financial Partners as a Senior Financial Analyst and drive strategic financial decision-making for our growing portfolio of clients. We're seeking a detail-oriented professional to analyze financial data, prepare insightful reports, and support investment strategies in Virginia Beach's thriving financial sector. Enjoy competitive compensation, comprehensive benefits, and opportunities for professional growth in a collaborative environment.
Responsibilities
- Analyze financial statements and market trends to identify investment opportunities
- Develop comprehensive financial models for valuation and forecasting
- Prepare detailed reports for executive stakeholders and board members
- Collaborate with cross-functional teams to optimize resource allocation
- Monitor portfolio performance and recommend strategic adjustments
- Ensure compliance with SEC regulations and industry standards
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling software
- CFA or CPA certification strongly preferred
- Deep understanding of GAAP and SEC reporting requirements
- Exceptional analytical and presentation skills
- Experience with portfolio management and risk assessment