Job Description
Join our dynamic finance team as a Financial Analyst in Long Beach, CA. We're seeking a detail-oriented professional to drive financial strategy through data-driven insights and collaborative problem-solving. This hybrid role combines deep financial analysis with strategic business partnership to fuel our growth in the Southern California market.
About Pacific Financial Partners: A leading wealth management firm with 20+ years of expertise, we empower clients through personalized financial solutions. Our Long Beach office fosters innovation while maintaining a culture of integrity and excellence.
Responsibilities
- Analyze financial data to create actionable insights for executive decision-making
- Develop and maintain financial models for forecasting, budgeting, and valuation
- Prepare comprehensive financial reports and dashboards for stakeholders
- Conduct market research and competitive analysis to identify growth opportunities
- Collaborate with cross-functional teams to optimize financial processes
- Ensure compliance with SEC regulations and internal controls
- Present findings to leadership with clear, data-driven recommendations
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in finance/banking sector
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- Strong knowledge of GAAP and financial reporting standards
- Experience with financial modeling and valuation techniques
- CFA or CPA designation preferred
- Excellent analytical and presentation skills
- Ability to thrive in fast-paced, deadline-driven environments