Job Description
Join our award-winning finance team at San Diego Financial Partners, where data meets strategy. We're seeking a detail-oriented Financial Analyst to drive actionable insights for our growing portfolio of biotech and tech clients. Enjoy competitive compensation, hybrid work flexibility, and career advancement in one of America's most vibrant economies.
Responsibilities
- Build financial models and forecasts to support strategic decision-making
- Analyze market trends and competitor performance for client investment portfolios
- Prepare monthly, quarterly, and annual financial reports with executive summaries
- Collaborate with cross-functional teams on budget planning and variance analysis
- Identify cost optimization opportunities through data-driven insights
- Present findings to C-suite executives using visualization tools like Tableau
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial modeling experience in a corporate or advisory setting
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- Experience with financial software (QuickBooks, SAP, or Oracle)
- CFA or CPA certification preferred
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities