Job Description
Join our dynamic finance team at Pacific Wealth Partners where your analytical expertise will drive strategic decision-making for high-growth clients. As a Financial Analyst, you'll transform complex financial data into actionable insights that shape investment strategies and business growth. We offer a collaborative environment with cutting-edge tools and opportunities for rapid career advancement in San Diego's thriving financial sector.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to forecast business performance
- Develop comprehensive financial models for valuation, scenario planning, and risk assessment
- Prepare detailed reports and presentations for executive stakeholders and investment committees
- Collaborate with cross-functional teams to align financial strategies with operational goals
- Monitor KPIs and variance analysis to identify optimization opportunities
- Lead ad-hoc financial projects supporting mergers, acquisitions, and new market entries
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of financial analysis experience in investment banking, asset management, or corporate finance
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling software
- Strong SQL and data visualization skills (Tableau/Power BI)
- Deep understanding of GAAP, IFRS, and SEC reporting requirements
- Exceptional problem-solving and communication skills for executive presentations
- Proven ability to manage multiple deadlines in fast-paced environments