Job Description
Immediate opening for a Senior Financial Analyst at Coastal Financial Partners! Join our award-winning team in Jacksonville's thriving financial district and drive strategic decision-making through financial expertise. This urgent hire opportunity offers competitive compensation, comprehensive benefits, and rapid career advancement. Apply today to become part of our innovative finance team shaping the future of investment analysis.
Responsibilities
- Analyze complex financial data to identify trends and provide actionable insights for executive leadership
- Develop and maintain financial models for forecasting, budgeting, and valuation
- Prepare detailed financial reports and presentations for stakeholders and investors
- Conduct variance analysis and recommend corrective actions to optimize financial performance
- Lead cross-functional projects to improve financial processes and reporting accuracy
- Support M&A activities through due diligence and financial integration planning
- Ensure compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in banking or investment sector
- Advanced proficiency in Excel, SQL, and financial modeling tools
- Strong understanding of GAAP and SEC reporting requirements
- Proven ability to translate complex data into strategic recommendations
- Experience with financial software (SAP, Oracle) and data visualization platforms
- Exceptional analytical skills with attention to detail and accuracy