Job Description
Join our dynamic finance team at Pacific Financial Partners, where data drives decisions and innovation meets strategy. We're seeking a detail-oriented Financial Analyst to join our San Diego headquarters immediately. This pivotal role requires a blend of technical expertise and business acumen to fuel our growth in the Southern California market. You'll work alongside senior leaders to transform complex financial data into actionable insights that shape our investment strategies and operational efficiency. We offer a collaborative, fast-paced environment with competitive compensation and clear career progression paths.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for strategic decision-making
- Develop detailed financial models, forecasts, and variance reports for executive leadership
- Prepare comprehensive budgeting and planning documents across multiple business units
- Conduct market research and competitor analysis to inform investment strategies
- Collaborate with cross-functional teams to optimize financial processes and controls
- Present complex financial insights through clear visualizations and executive summaries
- Support M&A activities due diligence and valuation analysis
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of financial analysis experience in investment banking, corporate finance, or fintech
- Advanced proficiency in Excel, PowerPoint, and financial modeling tools
- Experience with SQL, Python, or Power BI for data analysis
- Strong understanding of GAAP, financial statements, and valuation methodologies
- Exceptional communication skills with ability to translate data into business narratives
- Proven track record of meeting tight deadlines in fast-paced environments
- Active Series 7/63 or willingness to obtain within 90 days