Job Description
Join our dynamic finance team at Coastal Financial Partners and make an immediate impact! We're urgently seeking a detail-oriented Financial Analyst to drive data-driven decisions in our Long Beach headquarters. This critical role offers competitive compensation, growth opportunities, and the chance to shape our financial strategy in a thriving coastal economy. Apply now to secure your spot in this high-priority position!
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Prepare comprehensive reports and forecasts for executive leadership
- Develop and maintain financial models for budgeting and strategic planning
- Collaborate with cross-functional teams to support business initiatives
- Ensure compliance with SEC regulations and internal controls
- Present findings to stakeholders using data visualization tools
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 3+ years of financial analysis experience
- Advanced proficiency in Excel and financial modeling software
- Strong knowledge of GAAP and regulatory requirements
- Exceptional analytical and problem-solving abilities
- Experience with ERP systems (SAP/Oracle)
- CFA or CPA certification a plus