Job Description
Join our innovative finance team at Pacific Financial Partners, a leading investment firm in Southern California. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial decision-making for our growing portfolio. You'll work in a collaborative, fast-paced environment where your expertise directly impacts our business growth. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement in one of California's most vibrant coastal cities.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for portfolio optimization
- Develop comprehensive financial models for forecasting, budgeting, and valuation
- Prepare executive-level reports and presentations for stakeholders and board members
- Collaborate with cross-functional teams to support strategic initiatives
- Monitor KPIs and financial performance metrics against targets
- Lead process improvement initiatives to enhance financial reporting efficiency
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, PowerPoint, and financial modeling tools
- Strong analytical skills with ability to interpret complex financial data
- Experience with ERP systems (SAP, Oracle) and BI tools (Tableau, Power BI)
- Excellent communication skills with ability to present to senior leadership
- Certified Financial Analyst (CFA) designation highly desirable