Job Description
Join our dynamic finance team at Pacific Wealth Partners in San Diego and make an immediate impact! We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and operational excellence. This is a rare opportunity to join a rapidly growing firm with competitive compensation and a collaborative culture. Enjoy flexible work arrangements and comprehensive benefits while contributing to high-stakes financial decision-making.
Responsibilities
- Analyze financial data to inform strategic business decisions and budget forecasting
- Prepare comprehensive financial models, variance reports, and executive dashboards
- Lead cross-departmental financial planning initiatives and process improvements
- Manage month-end/quarter-end closing activities with precision and timeliness
- Collaborate with executive leadership to develop growth strategies and KPIs
- Maintain compliance with SOX regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CPA preferred)
- 5+ years progressive financial analysis experience in corporate settings
- Advanced proficiency in Excel, SAP, and BI visualization tools
- Demonstrated expertise in financial modeling and forecasting methodologies
- Strong analytical skills with attention to detail and accuracy
- Exceptional communication abilities for presenting complex data to stakeholders
- Proven track record of driving process improvements and cost optimization