Job Description
Urgent Opportunity for Financial Analyst in Long Beach, CA
Join our dynamic finance team at Pacific Wealth Advisors, where your expertise will drive strategic financial decisions for our growing client portfolio. We're seeking a meticulous Financial Analyst to join us immediately and help optimize our investment strategies. This is your chance to make an impact in a collaborative, fast-paced environment while advancing your career in one of California's most vibrant coastal 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
- Conduct market research and industry analysis to support investment recommendations
- Collaborate with cross-functional teams to develop strategic financial initiatives
- Present findings to stakeholders through compelling visualizations and executive summaries
- Monitor compliance with financial regulations and internal controls
- Lead ad-hoc financial projects to support business expansion goals
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of progressive financial analysis experience in investment management
- Advanced proficiency in Excel, financial modeling, and data visualization tools
- Strong understanding of financial markets, investment vehicles, and regulatory frameworks
- Exceptional analytical skills with attention to detail and accuracy
- Proven ability to translate complex financial concepts into actionable insights
- Experience with ERP systems (SAP/Oracle) and BI platforms (Tableau/Power BI)
- Certifications (CFA, FRM) highly desirable