Job Description
Join Coastal Financial Partners, a leading financial services firm in Virginia Beach, as we revolutionize investment strategies for coastal businesses. We're seeking a detail-oriented Senior Financial Analyst to drive data-driven decisions that fuel our clients' growth. You'll collaborate with cross-functional teams to transform complex financial data into actionable insights, directly impacting our portfolio's performance. Enjoy competitive benefits, professional development stipends, and a modern workspace overlooking the Atlantic.
Responsibilities
- Analyze financial performance metrics to identify trends, risks, and growth opportunities
- Develop comprehensive financial models for forecasting and scenario planning
- Prepare executive-level presentations with clear data visualizations
- Conduct market research and competitive analysis for investment opportunities
- Collaborate with portfolio managers to optimize resource allocation
- Ensure 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
- Advanced proficiency in Excel, SQL, and financial modeling tools
- Strong knowledge of GAAP and financial reporting standards
- CFA or CPA certification highly desirable
- Exceptional analytical and problem-solving abilities
- Excellent communication skills with executive presence