Senior Financial Analyst

Our client in the financial services industry is looking for an Senior Financial Analyst to join their team in Orange County.


Job Description:

  • Prepare and analyze budget variances, financial statements, ad hoc reports, and financial forecasts
  • Produce reports on variances from established budgets
  • Perform financial analysis and executive reports
  • Prepare annual budgets for management
  • Manage the maintenance of financial systems and models
  • Perform business reporting, modeling, and risk assessments
  • Prepare monthly Board of Directors’ financial reports
  • Prepare monthly profitability reports
  • Perform ongoing cost reduction analyses
  • Review the performance of competitors and engage in benchmarking studies



  • MBA preferred
  • CPA or CFA license
  • Experience in the financial services, banking or related industries
  • Strong knowledge of GAAP and SEC
  • 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 work independently and take initiative
  • 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 5 years’ relevant experience


Dora DangSenior Financial Analyst