Job Description
Join our award-winning finance team at Suncoast Financial Partners, a leading investment firm in the heart of St. Petersburg's vibrant downtown. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial initiatives for our growing portfolio of 50+ clients. Enjoy competitive compensation, flexible work arrangements, and career advancement opportunities in Florida's premier financial hub.
Responsibilities
- Develop comprehensive financial models and forecasts for client portfolios
- Analyze market trends and economic indicators to inform investment strategies
- Prepare detailed financial statements and variance reports
- Collaborate with portfolio managers on risk assessment and mitigation
- Lead quarterly business reviews with executive stakeholders
- Streamline financial reporting processes using automation tools
- Mentor junior analysts and drive process improvements
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, Power BI, and financial modeling
- CPA or CFA designation strongly preferred
- Experience with portfolio valuation and performance metrics
- Exceptional analytical and problem-solving abilities
- Strong communication skills with executive presence
- Knowledge of SEC regulations and financial compliance