Job Description
Join our dynamic finance team at Pacific Coast Capital Partners, a leading investment firm with a focus on sustainable growth in Southern California. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and analysis for our expanding portfolio of tech and healthcare ventures. This hybrid role (3 days in-office) offers unparalleled exposure to executive decision-making while supporting impactful community projects across Long Beach.
Our ideal candidate thrives in fast-paced environments where financial acumen meets innovation. You'll collaborate with cross-functional teams to translate complex data into actionable insights, directly influencing multi-million dollar investment decisions. Enjoy competitive benefits including equity participation, flexible scheduling, and professional development stipends.
Responsibilities
- Develop comprehensive financial models and valuations for investment opportunities
- Analyze market trends and competitive landscapes to inform strategic recommendations
- Prepare executive-level financial reports and board presentations
- Lead budgeting and forecasting processes for $500M+ asset portfolio
- Conduct due diligence on potential acquisitions and partnerships
- Optimize capital allocation strategies using quantitative analysis
- Mentor junior analysts and improve FP&A workflows
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, SQL, and financial modeling tools
- Strong understanding of SEC regulations and GAAP standards
- Experience with Power BI or Tableau for data visualization
- Proven ability to present complex financial concepts to non-financial stakeholders
- Active CPA or CFA designation
- Portfolio demonstrating successful investment analysis contributions