Job Description
Join our dynamic finance team at Pacific Wealth Partners, where data drives decisions and innovation thrives. We're seeking a detail-oriented Senior Financial Analyst to transform complex financial data into actionable insights that shape our strategic growth initiatives. This hybrid role offers the flexibility to collaborate in our modern downtown San Diego headquarters while supporting our mission to empower clients through intelligent financial solutions.
As a key member of our finance division, you'll work directly with executive leadership to optimize resource allocation, forecast market trends, and identify new revenue opportunities. Our competitive compensation package includes performance bonuses, comprehensive health benefits, and professional development stipends.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to deliver comprehensive financial models and forecasts
- Develop and maintain dynamic dashboards for KPI tracking and executive reporting
- Lead cross-functional budgeting processes and variance analysis across departments
- Conduct ad-hoc financial modeling for M&A opportunities and expansion projects
- Present complex financial insights to stakeholders through executive-level presentations
- Collaborate with IT to enhance financial systems and automation capabilities
- Ensure compliance with GAAP and SEC regulations for all financial reporting
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred)
- 5+ years of progressive financial analysis experience in corporate or investment settings
- Advanced proficiency in Excel, Power BI, and financial modeling software
- Demonstrated experience with variance analysis, budgeting, and forecasting processes
- Strong understanding of GAAP and SEC reporting requirements
- Exceptional analytical skills with ability to translate data into strategic recommendations
- Professional certification (CMA, CPA, or CFA) highly desirable