Job Description
Join our award-winning finance team at Pacific Financial Partners, a leading investment firm in San Diego's vibrant downtown. We're seeking a detail-oriented Senior Financial Analyst to drive strategic decision-making through insightful financial modeling and data-driven storytelling. This hybrid role offers exceptional growth opportunities in a collaborative, tech-forward environment where your expertise directly impacts our $2B portfolio.
Our ideal candidate thrives in fast-paced settings, possesses exceptional analytical rigor, and demonstrates passion for financial innovation. You'll work alongside C-suite executives while enjoying comprehensive benefits including equity participation, flexible scheduling, and professional development stipends.
Responsibilities
- Develop complex financial models and forecasts to support investment decisions and strategic planning
- Analyze market trends, portfolio performance, and risk metrics to identify growth opportunities
- Prepare executive-level presentations translating financial data into actionable business insights
- Collaborate with cross-functional teams to optimize resource allocation and budget processes
- Lead quarterly financial reviews and regulatory compliance reporting
- Implement process improvements using automation tools (Power BI, Alteryx)
- Mentor junior analysts and drive continuous improvement initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years progressive experience in financial analysis or investment banking
- Advanced proficiency in Excel modeling and data visualization tools
- Strong SQL skills for database querying and data extraction
- Experience with financial reporting software (e.g., SAP, Oracle Financials)
- Excellent presentation skills with ability to communicate complex concepts clearly
- CA CPA license or actively pursuing certification
- Proven track record of delivering high-impact financial analysis projects