Job Description
Join our dynamic finance team at Pacific Coast Financial Partners, a leading investment firm in San Diego's thriving fintech ecosystem. We seek a detail-oriented Senior Financial Analyst to drive strategic financial planning, valuation modeling, and performance analysis for our growing portfolio of tech and healthcare clients. This hybrid role offers exceptional growth opportunities in a collaborative, data-driven environment.
Responsibilities
- Develop complex financial models for valuation, forecasting, and scenario analysis
- Analyze financial statements and market trends to inform strategic business decisions
- Prepare executive-level presentations and reports for C-suite and investors
- Lead cross-functional budgeting and planning processes across departments
- Monitor KPIs and variance analysis to drive operational improvements
- Collaborate with investment teams on due diligence and portfolio management
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of financial analysis experience in investment banking, PE, or corporate finance
- Advanced proficiency in Excel (VBA, pivot tables, complex formulas)
- Strong SQL and data visualization skills (Tableau/Power BI)
- Experience with financial modeling for tech/healthcare sectors
- Exceptional analytical and problem-solving abilities
- CFA charter or CPA certification highly desirable