Job Description
Join our dynamic finance team at Pacific Wealth Partners as a Financial Analyst and drive critical financial decision-making in San Diego's thriving business landscape. We're seeking a detail-oriented professional to transform complex data into actionable insights that fuel our strategic growth. Enjoy competitive compensation, comprehensive benefits, and immediate start in our downtown office.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for business optimization
- Prepare monthly, quarterly, and annual financial reports with executive summaries
- Develop and maintain financial models for forecasting and scenario analysis
- Collaborate with department heads to budget allocation and variance analysis
- Support M&A activities through due diligence and valuation modeling
- Present findings to senior leadership with clear visualizations and recommendations
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in corporate or investment environment
- Advanced proficiency in Excel, SQL, and financial modeling tools
- CFA or CPA certification preferred
- Strong analytical skills with attention to detail and accuracy
- Experience with financial reporting software (SAP, Oracle, or similar)
- Excellent communication skills for presenting complex data to non-finance stakeholders