Job Description
Join our dynamic finance team at Pacific Coast Capital Partners, a leading investment firm in Southern California. We seek a detail-oriented Senior Financial Analyst to drive strategic financial initiatives and support our expanding portfolio of clients. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career advancement in a collaborative environment.
Responsibilities
- Analyze financial data and market trends to inform investment strategies and risk assessments
- Develop comprehensive financial models, forecasts, and valuation reports for client portfolios
- Prepare detailed presentations and dashboards for executive stakeholders and board members
- Lead cross-functional projects to optimize financial processes and reporting systems
- Conduct due diligence on potential investments and M&A opportunities
- Maintain compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive experience in financial analysis or investment banking
- Advanced proficiency in Excel, SQL, and financial modeling software
- Demonstrated ability to interpret complex financial data and communicate insights
- Experience with SEC filings and regulatory compliance frameworks
- Strong analytical skills with attention to detail and accuracy
- Excellent presentation and stakeholder management abilities