Job Description
Join our dynamic finance team at Pacific Wealth Partners and drive financial excellence in one of America's most vibrant economic hubs. As a Senior Financial Analyst, you'll shape strategic decisions through rigorous data analysis and forward-thinking financial modeling. We offer competitive compensation, comprehensive benefits, and unparalleled opportunities for career growth in San Diego's thriving business landscape.
Responsibilities
- Analyze financial performance trends and provide actionable insights to executive leadership
- Develop comprehensive financial models for budgeting, forecasting, and scenario planning
- Prepare monthly financial statements and variance analysis reports
- Collaborate with cross-functional teams on strategic initiatives and cost optimization
- Lead ad-hoc financial analyses supporting business development opportunities
- Maintain and improve financial reporting systems and processes
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in a corporate setting
- Advanced proficiency in Excel (pivot tables, VLOOKUP, complex formulas)
- Strong understanding of GAAP and financial reporting standards
- Experience with ERP systems (SAP, Oracle) and BI tools (Tableau, Power BI)
- Exceptional analytical and problem-solving abilities
- Excellent communication and presentation skills