Job Description
Join our award-winning finance team at Pacific Coast Capital Partners as we revolutionize investment strategies in Southern California. We're seeking a dynamic Senior Financial Analyst to drive data-driven decisions for our $2B portfolio. This hybrid role offers unparalleled growth opportunities in a fast-paced, collaborative environment. Enjoy competitive benefits including equity participation and flexible work arrangements.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to inform investment decisions
- Develop comprehensive financial models for M&A opportunities and capital projects
- Prepare executive dashboards and performance reports for senior leadership
- Collaborate with cross-functional teams to optimize resource allocation
- Lead quarterly forecasting processes and variance analysis
- Ensure compliance with SEC regulations and internal controls
- Mentor junior analysts and improve departmental workflows
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 5+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, Power BI, and financial modeling software
- CFA or CPA certification strongly preferred
- Proven ability to translate complex data into actionable insights
- Experience with ERP systems (SAP/Oracle)
- Strong quantitative and qualitative analytical skills
- Excellent presentation and stakeholder management abilities