Interim Financial Analyst(Project)

Our client in the service company industry is looking for an Interim Financial Analyst to join their team in Orange County


Job Description:

  • Assist the investment process
  • Perform asset setup and data maintenance, corporate actions sourcing, instruction and processing, equity securities and foreign exchange pricing, and facilitating the fair valuation process
  • Perform research; sourcing and analyzing market reference data and company information using various vendor sources
  • Perform time-critical functions on a daily basis



  • MBA is preferred
  • CPA or CPA eligibility a plus
  • Experience in the financial services, real estate or related industries
  • Proficient with the Microsoft Office Suite, including strong Excel and vendor tools skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate complex information to a variety of audiences
  • 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-oriented
  • A team player
  • Strong work ethic


  • Bachelor’s degree in accounting, business administration, finance or related field and a minimum of 1years’ relevant experience
Dora DangInterim Financial Analyst(Project)