Senior Financial Analyst

Our client in the retail industry is looking for a Senior Financial Analyst to join their team in Orange County.


Job Description:

  • Help develop statement financial models and analyses
  • Prepare and analyze complex financial information and reports
  • Assist in projections and forecast models
  • Help monitor performance indicators
  • Prepare financial and business related analysis
  • Prepare and analyze trends in revenue, expense, capital expenditures and other related areas
  • Produce and prepare reports, graphs and charts of data developed
  • Assist with compilation and analysis of consolidated budgets
  • Perform ad-hoc reporting and analysis
  • Assist the divisional leaders on weekly re-forecasts, monthly projections, annual budgets, and updates for internal departments



  • CFP certification preferred
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to be discreet with confidential/sensitive information
  • Able to work independently and take initiative
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Able to adapt to changing priorities
  • Detail and deadline-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in accounting, finance, or related field and a minimum of 3 years’ relevant experience
Dora DangSenior Financial Analyst