Job Description
Are you a strategic thinker with a passion for numbers? Pacific Wealth Partners is seeking a detail-oriented Financial Analyst to drive our financial planning and analysis (FP&A) initiatives in the heart of Los Angeles.
In this pivotal role, you will be responsible for providing deep-dive analysis of financial data, creating robust forecasting models, and partnering with senior leadership to support strategic decision-making. We offer a dynamic environment, competitive compensation, and a clear path for professional growth.
Responsibilities
- Conduct in-depth financial analysis of monthly, quarterly, and annual results to identify trends and variances.
- Develop and maintain complex financial models for budgeting, forecasting, and scenario planning.
- Prepare detailed reports and presentations for executive leadership, highlighting key performance indicators (KPIs).
- Collaborate with cross-functional teams to improve operational efficiency and cost management.
- Monitor and analyze market trends and competitive landscape to provide actionable insights.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 3+ years of experience in financial analysis, FP&A, or investment banking.
- Advanced proficiency in Microsoft Excel (VLOOKUP, PivotTables, Macros) and SQL.
- Experience with data visualization tools (e.g., Tableau, PowerBI) is a strong plus.
- Strong analytical skills with the ability to interpret complex data sets.
- Excellent written and verbal communication skills.