Job Description
Join our award-winning finance team at Pacific Financial Partners, a leading investment firm in San Diego's thriving downtown district. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial decision-making and support our growing portfolio of tech and healthcare clients. This hybrid role offers unparalleled growth opportunities in a collaborative, fast-paced environment with competitive benefits including equity participation and wellness stipends.
Responsibilities
- Develop comprehensive financial models for forecasting, budgeting, and valuation analysis
- Perform variance analysis and provide actionable insights to senior leadership
- Create executive-ready presentations translating complex financial data into strategic recommendations
- Lead cross-departmental projects optimizing operational efficiency and cost structures
- Monitor market trends and regulatory changes affecting investment portfolios
- Maintain robust financial reporting systems ensuring SOX compliance
- Mentor junior analysts while maintaining accurate documentation of financial processes
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years progressive experience in financial analysis or investment banking
- Advanced proficiency in Excel (VBA, Power Query) and financial modeling software
- Demonstrated expertise in SQL for data extraction and Power BI visualization
- Strong knowledge of GAAP, SEC regulations, and investment valuation methodologies
- Exceptional communication skills with ability to present to C-suite executives
- Proven track record leading successful financial transformation projects