Job Description
Join our award-winning financial team at Pacific Financial Partners as we revolutionize investment strategies for Southern California's growing tech sector. As a Senior Financial Analyst, you'll drive data-driven decisions that shape our portfolio's future while enjoying Long Beach's vibrant coastal lifestyle. We offer hybrid work arrangements, comprehensive benefits, and clear pathways to leadership roles.
Responsibilities
- Conduct in-depth financial modeling and valuation analyses for tech startups and established enterprises
- Prepare monthly variance reports and executive dashboards highlighting KPI performance
- Collaborate with cross-functional teams to develop strategic financial forecasts and budgets
- Analyze market trends to identify investment opportunities and risk mitigation strategies
- Maintain financial databases and ensure compliance with SEC regulations
- Present complex financial insights to executive stakeholders through compelling visualizations
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years progressive experience in financial analysis or investment banking
- Advanced proficiency in Excel, SQL, and visualization tools (Tableau/Power BI)
- Proven ability to build complex financial models and sensitivity analyses
- Strong understanding of GAAP and SEC reporting requirements
- Exceptional communication skills with ability to translate data into actionable insights