Job Description
Join our dynamic finance team at Pacific Wealth Partners and drive strategic financial decisions for high-growth clients in San Diego's thriving business ecosystem. We're seeking a detail-oriented Financial Analyst to transform complex data into actionable insights that fuel business expansion and profitability. Enjoy competitive compensation, flexible work arrangements, and opportunities for career advancement in one of America's most vibrant financial hubs.
Responsibilities
- Analyze financial statements, budgets, and forecasts to identify trends and opportunities
- Create comprehensive financial models for valuation, M&A, and capital allocation projects
- Develop KPI dashboards and executive summaries for C-suite stakeholders
- Collaborate with cross-functional teams on strategic planning initiatives
- Conduct variance analysis and recommend corrective actions
- Support investor relations through accurate financial reporting
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of financial analysis experience in corporate or advisory settings
- Advanced proficiency in Excel, SQL, and Power BI
- Strong understanding of GAAP and financial modeling principles
- Experience with SaaS or technology sector financials a plus
- Excellent presentation skills with ability to communicate complex concepts
- Certified Financial Analyst (CFA) designation highly desirable