Job Description
Join our award-winning financial services firm in Chula Vista, where strategic finance meets innovation. We're seeking a detail-oriented Senior Financial Analyst to drive data-driven decisions for our growing portfolio of clients. You'll collaborate with executive leadership to optimize financial performance while enjoying competitive benefits and career advancement opportunities.
Responsibilities
- Develop comprehensive financial models for investment portfolios and business units
- Analyze market trends and economic indicators to inform strategic planning
- Create detailed budget forecasts and variance reports for executive review
- Lead cross-functional projects to improve operational efficiency
- Present financial insights to stakeholders through executive dashboards
- Ensure compliance with SEC regulations and industry standards
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of financial analysis experience in wealth management
- Advanced proficiency in Excel, Power BI, and financial modeling software
- CFA or CPA certification strongly preferred
- Proven ability to translate complex data into actionable insights
- Experience with regulatory compliance frameworks