Job Description
Join our dynamic finance team at Pacific Financial Partners, a leading investment firm in San Diego's thriving economic hub. We're seeking a detail-oriented Financial Analyst to drive strategic financial decision-making through data-driven insights. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for professional growth in one of America's most vibrant cities.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for portfolio optimization
- Prepare detailed financial models, forecasts, and variance reports for executive leadership
- Support budgeting and strategic planning processes across business units
- Collaborate with investment teams to evaluate market conditions and investment performance
- Develop automated financial dashboards using Excel and BI tools
- Present findings to stakeholders through clear, compelling visualizations
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel (VLOOKUP, pivot tables, macros)
- Experience with financial modeling and forecasting methodologies
- Strong understanding of GAAP and SEC reporting requirements
- CFA or CPA designation preferred