Job Description
Join our award-winning finance team at Pacific Wealth Partners, a leading investment firm with a 15-year legacy in San Diego's thriving financial district. We're seeking a strategic Senior Financial Analyst to drive financial decision-making for our $2B portfolio. This hybrid role (3 days office/2 days remote) offers competitive benefits including equity participation, unlimited PTO, and professional development stipends. Shape financial strategies that impact real-world economic growth while working alongside CFA-certified leaders in a collaborative, innovation-driven environment.
Responsibilities
- Develop comprehensive financial models for M&A transactions and investment portfolios
- Analyze market trends to forecast revenue streams with 95%+ accuracy
- Present quarterly financial reports to executive stakeholders using Tableau dashboards
- Lead cross-departmental budgeting cycles for 15+ business units
- Optimize capital allocation strategies using advanced Excel/VBA automation
- Conduct due diligence for new investment opportunities in emerging markets
- Mentor junior analysts through financial literacy workshops
Qualifications
- Bachelor's in Finance/Accounting with 4+ years analytical experience
- CFA/CPA designation or actively pursuing certification
- Expert proficiency in SQL, Python (Pandas), and Power BI
- Proven track record in financial modeling for $1B+ portfolios
- SEC reporting compliance knowledge (10-Q, 10-K filings)
- Advanced Excel skills with macros and complex formula development
- Experience with Bloomberg Terminal and FactSet platforms