Job Description
Join our dynamic finance team at Pacific Capital Partners, a leading investment firm in Santa Ana, CA. We're seeking a highly analytical Senior Financial Analyst to drive strategic decision-making through data-driven insights. Enjoy competitive compensation, comprehensive benefits, and opportunities for professional growth in a collaborative environment.
Responsibilities
- Perform in-depth financial modeling and valuation analysis for investment portfolios
- Develop and maintain comprehensive financial forecasts and budgets
- Analyze market trends and economic indicators to inform strategic planning
- Prepare executive-level financial reports and presentations for stakeholders
- Collaborate with cross-functional teams to optimize financial performance
- Lead ad-hoc financial projects and process improvement initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and financial modeling software
- Strong understanding of GAAP and financial reporting standards
- Exceptional analytical and problem-solving abilities
- Excellent communication and presentation skills