Job Description
Join our dynamic finance team at Pacific Coast Financial Partners, a leading investment firm specializing in sustainable growth strategies. We're seeking a detail-oriented Senior Financial Analyst to drive financial modeling, forecasting, and strategic decision-making in our Long Beach headquarters. This hybrid role offers the flexibility to work remotely 2 days per week while collaborating with industry experts in a state-of-the-art office with ocean views.
As a key member of our finance division, you'll play a pivotal role in shaping our investment portfolio's financial health through rigorous analysis and actionable insights. We offer competitive benefits including performance bonuses, health insurance, and a 401(k) match.
Responsibilities
- Develop comprehensive financial models for investment portfolios using Excel and SQL
- Analyze market trends and economic indicators to forecast revenue streams
- Prepare monthly financial statements and variance reports for executive leadership
- Collaborate with investment teams to evaluate ROI and risk metrics
- Lead quarterly budgeting processes across multiple departments
- Present financial findings to stakeholders through executive dashboards
- Ensure compliance with SEC regulations and GAAP standards
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- Strong SQL skills for data extraction and analysis
- Experience with financial modeling tools like Bloomberg Terminal
- Certified Financial Analyst (CFA) designation a plus
- Exceptional communication skills for stakeholder presentations
- Ability to manage competing deadlines in a fast-paced environment