Job Description
Join Riverside Financial Partners as a Financial Analyst and enjoy the unique benefit of weekly pay while advancing your career in California's dynamic Inland Empire. We're seeking a detail-oriented professional to drive financial strategy and data-driven decision-making for our growing portfolio of clients. This role offers competitive compensation, comprehensive benefits, and a collaborative work environment in the heart of Riverside.
Why Apply? • Weekly paycheck for improved cash flow • Direct impact on $50M+ client portfolios • Hybrid work model (3 days in-office, 2 remote) • Annual performance bonuses and professional development stipend.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Create detailed financial models, forecasts, and variance reports
- Prepare executive dashboards and KPI tracking for C-suite clients
- Collaborate with investment teams to optimize portfolio performance
- Ensure compliance with SEC regulations and GAAP standards
- Present findings to stakeholders through compelling visualizations
- Lead quarterly business reviews with high-net-worth clients
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 3+ years of financial analysis experience in wealth management
- Advanced proficiency in Excel, Power BI, and financial modeling tools
- CFA or CPA certification strongly preferred
- Proven experience with portfolio performance metrics
- Exceptional communication and presentation skills
- Ability to manage multiple deadlines in fast-paced environment
- California residency required for in-person client meetings