Job Description
Join Coastal Financial Partners, a leading financial services firm in Virginia Beach, as we seek a detail-oriented Senior Financial Analyst to drive strategic decision-making. You'll work in a collaborative environment supporting our growing portfolio of clients in the Hampton Roads area. This hybrid role offers competitive compensation, comprehensive benefits, and clear career progression paths. If you're passionate about transforming financial data into actionable insights, we want to meet you.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for client portfolios
- Develop comprehensive financial models, forecasts, and variance reports
- Prepare executive-level presentations and dashboards for senior stakeholders
- Collaborate with cross-functional teams to optimize financial performance
- Ensure compliance with GAAP and SEC regulations
- Lead budgeting and planning processes for departmental initiatives
- Conduct market research and competitive analysis for investment strategies
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and financial modeling tools
- Strong understanding of financial markets and investment principles
- Excellent analytical, communication, and presentation skills
- Experience with ERP systems (SAP/Oracle) and BI tools
- Ability to manage multiple deadlines in a fast-paced environment