Job Description
Join our dynamic finance team in San Diego and drive strategic financial decision-making for high-growth clients. We're seeking a detail-oriented Financial Analyst to transform complex data into actionable insights, optimize investment portfolios, and deliver executive-ready financial models. This hybrid role combines collaborative office work in our downtown San Diego hub with flexible remote options.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to forecast performance
- Build and maintain complex financial models using Excel, SQL, and Tableau
- Prepare monthly variance reports and executive dashboards for C-suite stakeholders
- Conduct ad-hoc financial analysis to support M&A initiatives and capital allocation
- Collaborate with cross-functional teams to drive data-driven business strategy
- Maintain compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in investment or advisory services
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Power Query)
- Experience with financial modeling and valuation techniques (DCF, comps)
- Strong SQL skills for data extraction and manipulation
- CFA or CPA designation preferred
- Exceptional communication skills with ability to translate complex data