Job Description
Join our award-winning financial advisory firm in the heart of San Diego's vibrant financial district. We're seeking a detail-oriented Senior Financial Analyst to drive strategic decision-making through data-driven insights. You'll collaborate with executive leadership to optimize investment portfolios, forecast market trends, and deliver comprehensive financial models. Our culture combines cutting-edge technology with collaborative innovation, offering exceptional growth opportunities in one of America's most dynamic economies.
Responsibilities
- Analyze financial data to identify trends and opportunities for portfolio optimization
- Develop detailed financial models for investment strategies and risk assessment
- Prepare executive-level reports with actionable recommendations
- Collaborate with cross-functional teams on budget planning and resource allocation
- Monitor market conditions and regulatory changes affecting financial strategies
- Lead quarterly financial reviews with stakeholders across departments
- Implement process improvements to enhance financial reporting efficiency
Qualifications
- Bachelor's degree in Finance, Accounting, Economics or related field (MBA preferred)
- 5+ years of progressive financial analysis experience in wealth management or investment firms
- Advanced proficiency in financial modeling tools (e.g., Bloomberg Terminal, FactSet)
- CFA or CPA certification strongly preferred
- Demonstrated expertise in forecasting, variance analysis, and valuation methodologies
- Exceptional Excel skills with advanced functions and macros
- Strong presentation skills with ability to communicate complex concepts to non-financial stakeholders