Job Description
Join our dynamic finance team at Global Financial Partners Inc., a leading investment firm with a prestigious portfolio spanning Chula Vista's thriving business landscape. We seek a Senior Financial Analyst to drive strategic financial decision-making through data-driven insights and comprehensive financial modeling. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement in one of California's most vibrant economic hubs.
Responsibilities
- Conduct in-depth financial analysis and modeling for investment portfolios and market trends
- Develop comprehensive budget forecasts and variance reports for executive leadership
- Perform risk assessments and compliance audits to ensure regulatory adherence
- Collaborate with cross-functional teams to optimize financial strategies
- Present complex financial data through executive dashboards and PowerPoint presentations
- Lead ad-hoc financial projects including M&A due diligence and capital allocation analysis
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling software (e.g., Bloomberg Terminal)
- Strong analytical skills with ability to interpret complex financial datasets
- Excellent presentation skills with experience delivering executive-level briefings
- FINRA Series 63/65 or 66 certification preferred