Job Description
Join our dynamic finance team at Pacific Wealth Advisors in the heart of Long Beach, CA. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial initiatives and support our growth trajectory. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for professional development in a collaborative environment.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for business optimization
- Prepare monthly, quarterly, and annual financial reports with actionable insights
- Develop and maintain financial models for forecasting and budgeting processes
- Collaborate with cross-functional teams to support strategic decision-making
- Monitor key performance indicators (KPIs) and variance analysis
- Ensure compliance with GAAP and regulatory requirements
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in corporate or advisory settings
- Advanced proficiency in Excel, financial modeling, and ERP systems (SAP/Oracle)
- Strong analytical skills with attention to detail and accuracy
- Excellent communication abilities to present complex financial concepts to stakeholders
- Experience with data visualization tools (Tableau/Power BI)