Job Description
Join Pacific Wealth Partners, a leading financial advisory firm in San Diego, as we expand our analytics division. We're seeking a dynamic Senior Financial Analyst to drive strategic decision-making through data-driven insights. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career advancement in one of California's most vibrant economic hubs.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for investment portfolios
- Develop comprehensive financial models and forecasting reports for executive leadership
- Collaborate with cross-functional teams to optimize budget allocation and resource planning
- Prepare detailed presentations translating complex financial data into actionable recommendations
- Monitor market conditions and regulatory changes affecting financial strategies
- Lead month-end closing processes and variance analysis
- Mentor junior analysts to enhance team capabilities
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling software
- Strong understanding of GAAP and SEC reporting requirements
- Proven ability to translate complex data into compelling visual narratives
- Experience with portfolio performance metrics and valuation methodologies
- Excellent communication skills with ability to present to C-suite executives