Executive Assistant - Financial Services Fort Lauderdale, FL
Coastal Wealth · Fort Lauderdale, FL · 2 wk ago
HybridAdministrativeFull-time
About the role
Join our dynamic finance team where you'll contribute to strategic financial planning and analysis, ensuring alignment with company goals. You'll work closely with cross-functional teams to develop and implement financial models, forecasts, and budgets.
Responsibilities
- Develop and maintain financial models and reports to support decision-making processes
- Conduct financial analyses to identify trends and opportunities
- Prepare and present financial data to senior management for strategic planning
- Collaborate with other departments to ensure financial compliance and accuracy
- Support budgeting and forecasting processes
Requirements
- Bachelor's degree in Finance, Accounting, or a related field
- Minimum 3 years of relevant finance experience
- Proficiency in Excel and financial modeling software
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
Qualifications
- Experience with financial reporting and analysis
- Knowledge of financial regulations and compliance standards
- Ability to manage multiple projects simultaneously
Skills
- Financial modeling
- Financial analysis
- Excel proficiency
- Communication skills
Benefits
- Competitive salary
- Paid time off
- Health insurance
- Professional development opportunities
Pay
- $80,000 - $100,000 annually
Schedule
- Hybrid schedule available