Job Description
Join our dynamic finance team at First Coast Financial Partners, a leading investment firm in Jacksonville's thriving financial district. We're seeking a detail-oriented Senior Financial Analyst to drive strategic decision-making through data-driven insights. You'll collaborate with executive leadership to optimize portfolio performance while shaping our financial future in Florida's fastest-growing market.
Responsibilities
- Analyze complex financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models for investment portfolios and market segments
- Prepare executive-level reports with actionable recommendations for senior leadership
- Monitor and forecast cash flow, profitability, and key performance indicators
- Lead cross-functional projects to enhance financial processes and reporting accuracy
- Conduct competitive analysis and market research to inform strategic initiatives
- Maintain compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling software
- Strong quantitative skills with ability to translate complex data into strategic insights
- CFA or CPA certification required
- Experience with financial reporting standards (GAAP/IFRS)
- Proven track record of presenting to C-suite executives and stakeholders