Job Description
Join Pacific Wealth Partners' elite finance team in sunny San Diego! We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial decision-making for our growing portfolio of tech and healthcare clients. This role offers hybrid flexibility, competitive compensation, and unparalleled career growth opportunities in one of America's most vibrant business hubs.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models and forecasting reports for executive leadership
- Prepare and present quarterly/annual financial statements and variance analyses
- Collaborate with cross-functional teams to optimize budget allocation and resource planning
- Lead ad-hoc financial projects including M&A due diligence and market expansion analysis
- Maintain and enhance financial reporting systems for accuracy and efficiency
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years progressive experience in financial analysis or corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling software
- Strong understanding of GAAP and SEC reporting requirements
- Exceptional analytical skills with attention to detail
- Proven ability to translate complex financial data into actionable insights
- Experience in healthcare or tech industry highly desirable