Job Description
Join our dynamic finance team at Pacific Financial Partners, a leading investment firm in Long Beach, CA. We seek a detail-oriented Senior Financial Analyst to drive strategic financial planning, budgeting, and forecasting initiatives. This role offers unparalleled growth opportunities in a collaborative environment where your expertise directly shapes our financial strategy.
Responsibilities
- Develop comprehensive financial models and variance analyses to support business decisions
- Lead monthly, quarterly, and annual reporting cycles for executive stakeholders
- Analyze market trends and performance metrics to identify growth opportunities
- Collaborate with cross-functional teams to optimize operational efficiency
- Prepare board-level presentations with clear financial insights and recommendations
- Manage audit processes and ensure compliance with SOX regulations
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and financial modeling tools
- Strong understanding of GAAP and SEC reporting requirements
- Experience with ERP systems (SAP/Oracle)
- CFA or CPA designation highly desirable
- Exceptional analytical and presentation skills