Job Description
Join our award-winning financial services firm in sunny San Diego! We're seeking a detail-oriented Financial Analyst to drive strategic decision-making through data-driven insights. This hybrid role offers competitive compensation, comprehensive benefits, and career growth in one of America's most vibrant tech and finance hubs.
Responsibilities
- Analyze financial performance trends and prepare detailed reports for executive leadership
- Develop and maintain complex financial models for forecasting and budgeting
- Collaborate with cross-functional teams to identify cost optimization opportunities
- Conduct market research and competitive analysis to inform strategic initiatives
- Present findings to stakeholders using data visualization tools
- Ensure compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in regulated industries
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Power Query)
- Experience with financial modeling and forecasting methodologies
- Strong SQL skills for data extraction and manipulation
- CFA or CPA certification preferred
- Excellent written and verbal communication skills