Job Description
Join our dynamic finance team at Pacific Coast Financial Partners, a leading investment firm serving Southern California. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and analysis for our growing portfolio. This role offers exceptional career growth in a collaborative, results-driven environment with competitive benefits and performance bonuses.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop comprehensive budgets, forecasts, and variance reports
- Create executive dashboards and financial models for stakeholders
- Conduct market research and competitive analysis for investment decisions
- Collaborate with cross-functional teams on strategic initiatives
- Present financial insights to senior leadership with actionable recommendations
- Maintain compliance with SEC regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and financial modeling tools
- Strong knowledge of GAAP and SEC reporting requirements
- Experience with ERP systems (SAP/Oracle)
- CFA or CPA certification highly desirable
- Exceptional analytical and problem-solving abilities
- Excellent communication and presentation skills