Job Description
Join our dynamic finance team at Pacific Wealth Partners, where we're revolutionizing investment strategies for high-growth tech clients. As a Senior Financial Analyst, you'll drive critical financial decision-making through data-driven insights and forward-thinking analysis. Our San Diego headquarters offers a collaborative, fast-paced environment with cutting-edge tools and career growth opportunities.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to inform investment strategies
- Build sophisticated financial models for forecasting, valuation, and scenario analysis
- Prepare executive-level reports and dashboards for C-suite stakeholders
- Lead cross-functional projects in budgeting, capital allocation, and risk assessment
- Optimize financial processes using advanced Excel, SQL, and Power BI tools
- Monitor KPIs and provide actionable recommendations to improve profitability
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in tech/VC sectors
- Expert proficiency in financial modeling, valuation techniques, and variance analysis
- Advanced Excel skills (VLOOKUP, PivotTables, macros) and data visualization tools
- Strong SQL knowledge for data extraction and manipulation
- Certified Financial Analyst (CFA) designation highly desirable
- Exceptional communication skills for presenting complex data to non-finance stakeholders