Job Description
Join our dynamic finance team at Pacific Financial Partners, a leading investment firm in Southern California. We're seeking a detail-oriented Senior Financial Analyst to drive data-driven decisions for our growing portfolio. This role offers hybrid work arrangements and competitive benefits in the heart of Long Beach's thriving financial district.
Responsibilities
- Analyze financial performance metrics and identify trends to inform strategic business decisions
- Develop comprehensive financial models for forecasting, budgeting, and variance analysis
- Prepare executive-level reports and dashboards for C-suite stakeholders
- Lead cross-departmental projects to optimize operational efficiency
- Ensure compliance with SEC regulations and GAAP standards
- Mentor junior analysts and improve departmental workflows
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, Power BI, and financial modeling tools
- Strong understanding of valuation methodologies and market dynamics
- Exceptional communication skills with ability to translate complex data
- Proven track record of improving financial processes
- Active CPA or CFA designation required