Job Description
Join our dynamic finance team at Pacific Capital Partners, a leading investment firm in San Diego's thriving downtown district. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and business intelligence initiatives. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career growth in one of California's most vibrant economic hubs. If you're passionate about transforming financial data into actionable insights, we encourage you to apply today.
Responsibilities
- Develop comprehensive financial models and forecasts for investment portfolios
- Analyze market trends and economic indicators to inform strategic decisions
- Prepare executive-level financial reports and performance dashboards
- Collaborate with cross-functional teams to optimize resource allocation
- Lead budgeting and variance analysis processes
- Identify cost-saving opportunities and revenue enhancement strategies
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel and financial modeling software
- Experience with ERP systems (SAP, Oracle) and BI tools
- Strong analytical skills with attention to detail
- CFA or CPA certification highly desirable
- Excellent communication and presentation abilities