Job Description
Join our dynamic finance team at Pacific Wealth Partners, a leading investment firm in San Diego's thriving financial district. We're urgently seeking a detail-oriented Financial Analyst to drive strategic financial initiatives and support our rapid growth. This is a rare opportunity to make immediate impact in a collaborative, results-driven environment where your expertise will directly shape our financial future.
Responsibilities
- Analyze financial data, trends, and market conditions to inform strategic business decisions
- Develop comprehensive financial models, forecasts, and variance reports for executive leadership
- Prepare detailed budgets and financial statements ensuring regulatory compliance
- Collaborate with cross-functional teams to optimize resource allocation and cost management
- Conduct ad-hoc financial analysis and due diligence for potential investment opportunities
- Present complex financial insights through clear, actionable dashboards and presentations
- Maintain and enhance financial databases and reporting systems
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, financial modeling, and data visualization tools
- Strong understanding of GAAP, financial regulations, and market dynamics
- Exceptional analytical skills with attention to detail and accuracy
- Proven ability to communicate complex financial concepts to non-financial stakeholders
- Experience with ERP systems (SAP, Oracle) and business intelligence platforms
- Active CFA Level II or CPA candidate preferred