Job Description
Join our award-winning financial team in sunny San Diego! Pacific Financial Partners is seeking a detail-oriented Senior Financial Analyst to drive strategic decision-making for our growing portfolio of tech and healthcare clients. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for professional growth in one of America's most vibrant cities. If you thrive in data-driven environments and possess a passion for financial storytelling, we want to hear from you.
Responsibilities
- Conduct in-depth financial modeling and forecasting for client portfolios
- Prepare comprehensive variance analyses and performance reports
- Collaborate with cross-functional teams to support budgeting processes
- Identify cost optimization opportunities through data-driven insights
- Present complex financial findings to executive stakeholders
- Develop and maintain automated financial reporting systems
- Ensure compliance with SEC regulations and GAAP standards
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and financial software
- Strong understanding of valuation methodologies (DCF, comps, precedent)
- Experience with financial modeling and scenario analysis
- CFA or CPA designation highly desirable
- Excellent communication and presentation skills
- Proven ability to work in fast-paced, deadline-driven environments