Job Description
Join our dynamic finance team at Pacific Financial Partners as a Financial Analyst in Chula Vista, CA. We're seeking a detail-oriented professional to drive financial strategy and support our growing portfolio of clients. This role offers hybrid work arrangements and opportunities for career advancement in a collaborative environment.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities
- Prepare detailed financial models, forecasts, and variance reports
- Support budgeting and strategic planning initiatives
- Collaborate with cross-functional teams on financial decision-making
- Present findings to senior leadership through clear visualizations
- Ensure compliance with regulatory requirements and internal controls
- Streamline financial reporting processes using automation tools
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 3+ years of financial analysis experience
- Advanced proficiency in Excel (pivot tables, VLOOKUP, macros)
- Experience with ERP systems (SAP/Oracle) and BI tools
- Strong analytical and problem-solving abilities
- CFA or CPA certification preferred
- Excellent communication and presentation skills
- Ability to manage multiple deadlines in a fast-paced environment