Job Description
Join Pacific Wealth Partners as a Senior Financial Analyst and drive financial strategy for our growing portfolio of healthcare clients. In this high-impact role, you'll transform complex data into actionable insights that shape investment decisions and operational efficiency. We're seeking a detail-oriented professional passionate about financial modeling and strategic analysis to join our dynamic team in the heart of Santa Ana's business district. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement in a collaborative environment.
Responsibilities
- Analyze financial performance metrics and prepare monthly/quarterly reports for executive stakeholders
- Develop sophisticated financial models to forecast revenue, expenses, and ROI projections
- Conduct variance analysis and identify cost optimization opportunities across departments
- Collaborate with cross-functional teams to support budgeting and strategic planning initiatives
- Present financial insights to leadership teams through compelling visual dashboards and presentations
- Ensure compliance with GAAP and regulatory requirements in all financial reporting
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in healthcare or corporate finance
- Advanced proficiency in Excel, PowerPoint, and financial modeling software
- Expertise in variance analysis, budgeting processes, and forecasting methodologies
- Strong understanding of GAAP and regulatory compliance frameworks
- Exceptional communication skills with ability to translate complex data for non-financial audiences
- Proven track record of driving data-backed decision-making in fast-paced environments