Job Description
Join our award-winning financial firm as a Senior Financial Analyst in sunny San Diego! We're urgently seeking a detail-oriented professional to drive strategic financial initiatives for our growing portfolio of tech clients. This hybrid role offers competitive compensation, comprehensive benefits, and career advancement opportunities in one of America's most dynamic cities.
Responsibilities
- Analyze financial data to create actionable reports and forecasts for executive leadership
- Develop and maintain complex financial models supporting investment decisions
- Lead monthly close processes and variance analysis for $50M+ portfolios
- Collaborate with cross-functional teams to optimize capital allocation strategies
- Present findings to C-suite stakeholders using advanced visualization tools
- Drive process improvements in financial reporting systems
- Ensure compliance with SEC regulations and SOX requirements
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment or tech sector
- Expert proficiency in Excel, SQL, and financial modeling software
- Strong understanding of GAAP, SEC filings, and valuation methodologies
- Experience with Power BI/Tableau for financial dashboards
- Proven ability to manage multiple projects under tight deadlines
- Excellent presentation skills with ability to translate complex data