Job Description
Join our elite finance team at Pacific Horizon Financial Group, a leader in wealth management and investment strategy. We're urgently seeking a dynamic Senior Financial Analyst to drive data-driven decision-making in our San Diego headquarters. This high-impact role offers unparalleled growth opportunities in a collaborative environment where your expertise directly shapes our financial future.
Responsibilities
- Analyze complex financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models for forecasting and scenario planning
- Prepare executive-level reports and presentations for C-suite leadership
- Collaborate with cross-functional teams to optimize budget allocation
- Lead monthly/quarterly financial close processes and variance analysis
- Drive process improvements in financial reporting workflows
- Maintain compliance with SOX regulations and financial policies
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and Power BI/Tableau
- Strong understanding of GAAP and SEC reporting requirements
- Proven track record in building financial models and valuation analysis
- Exceptional problem-solving and strategic thinking abilities
- Experience in financial services or wealth management industry
- Certifications (CFA, CPA) highly desirable