Job Description
Join Global Wealth Partners, a premier financial services firm in St. Petersburg, FL, as a Senior Financial Analyst. We're seeking a strategic thinker to drive financial excellence for our high-net-worth client portfolio. This role offers unparalleled growth opportunities in a dynamic coastal city with a thriving financial sector. Enjoy competitive compensation, comprehensive benefits, and the chance to shape our financial future.
Responsibilities
- Analyze complex financial data to identify trends and inform strategic decisions
- Develop detailed financial models for investment portfolios and market forecasts
- Prepare executive-level reports and presentations for C-suite leadership
- Collaborate with cross-functional teams to optimize financial performance
- Monitor compliance with SEC regulations and internal financial policies
- Lead ad-hoc financial analysis projects for high-stakes initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and financial modeling software
- CFA or CPA certification strongly preferred
- Proven track record in investment portfolio analysis
- Exceptional communication and presentation skills
- Demonstrated ability to work in fast-paced financial environments