Job Description
Join our dynamic finance team at Coastal Financial Partners as a Senior Financial Analyst. We're seeking a detail-oriented professional to drive data-driven decision-making and optimize financial performance for our growing portfolio of clients. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career advancement in Virginia's thriving financial sector.
Responsibilities
- Conduct in-depth financial modeling and forecasting to support strategic business decisions
- Analyze complex financial data to identify trends, risks, and growth opportunities
- Prepare and present monthly, quarterly, and annual financial reports to executive leadership
- Collaborate with cross-functional teams to develop departmental budgets and expense controls
- Lead ad-hoc financial analysis projects to support M&A activities and investment evaluations
- Maintain and enhance financial databases while ensuring data integrity and compliance
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in corporate or consulting environments
- Advanced proficiency in Excel, SQL, and financial software (SAP, Oracle)
- Strong understanding of GAAP, IFRS, and financial regulatory requirements
- Exceptional analytical skills with ability to translate complex data into actionable insights
- Proven track record of delivering accurate financial models and presentations
- Certification (CFA, CPA) or actively pursuing designation