Job Description
Join our award-winning finance team at Pacific Wealth Partners, where we empower ambitious professionals to shape the future of wealth management. As a Senior Financial Analyst, you'll drive strategic decision-making for our high-net-worth clientele while working in our state-of-the-art downtown LA headquarters. Enjoy unparalleled career development, competitive benefits, and the opportunity to transform complex financial data into actionable insights that impact real-world investment strategies.
Responsibilities
- Lead comprehensive financial modeling and valuation analysis for diverse investment portfolios
- Develop and maintain dynamic financial forecasting models with 95%+ accuracy
- Conduct in-depth market research and competitive analysis to identify growth opportunities
- Prepare executive-ready financial reports and presentations for C-suite stakeholders
- Collaborate with cross-functional teams to optimize capital allocation strategies
- Implement advanced Excel/Power BI dashboards for real-time performance tracking
- Mentor junior analysts while maintaining 100% regulatory compliance in all deliverables
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years progressive financial analysis experience in wealth management or investment banking
- Expert proficiency in advanced Excel modeling, Power BI, and SQL
- FINRA Series 65/66 or willingness to obtain within 90 days
- Proven track record of developing accurate financial forecasts and valuation models
- Exceptional presentation skills with ability to translate complex data for executive audiences
- Strong understanding of GAAP, SEC regulations, and fiduciary responsibilities
- CFA Level II candidate or charterholder highly desirable