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Finance 🏢 Full Time ⭐️ Verified

Senior Financial Analyst

Pacific Wealth Partners
Los Angeles
Estimated Salary
USD 85.000 – USD 120.000
New
Live Update
27 September 2026
Deadline
27 Sep 2027

Job Description

Join our award-winning financial advisory firm at the heart of Los Angeles' thriving financial district. We're seeking a dynamic Senior Financial Analyst to drive strategic decision-making for our high-net-worth client portfolio. This role offers unparalleled growth opportunities in a collaborative, data-driven environment.

Responsibilities

  • Perform in-depth financial modeling and valuation analysis for M&A transactions
  • Develop comprehensive investment strategies for institutional clients
  • Analyze market trends and economic indicators to inform client recommendations
  • Prepare executive-level financial reports and presentations
  • Lead cross-functional teams on complex financial projects
  • Maintain compliance with SEC regulations and FINRA standards

Qualifications

  • Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
  • 5+ years of progressive financial analysis experience
  • Advanced proficiency in Excel, Bloomberg Terminal, and Power BI
  • Strong understanding of GAAP and IFRS accounting standards
  • Proven track record in financial modeling and valuation
  • Excellent communication and presentation skills

Required Skills

Financial Modeling Valuation M&A Bloomberg Terminal Power BI SEC Compliance Financial Analysis

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