Interim Financial Analyst (Project)

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


Job Description:

  • Organize and consolidate a global rolling forecast
  • Assist with forecasting process, with risks and sensitivities and underlying assumption identified
  • Perform research, evaluate and test forecasting
  • Manage extensive KPI reporting and provide user-friendly access to data for management
  • Prepare monthly reporting analysis and weekly tracking
  • Assist internal teams and support leadership team on quantitative and qualitative data analysis



  • 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 both independently and collaborate as part of a team
  • Able to be discreet with confidential/sensitive information
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Able to adapt to changing priorities
  • Detail-oriented
  • Strong work ethic



  • Bachelor’s degree in finance or related field and a minimum of 2 years’ relevant experience

Ref #21881

Dora DangInterim Financial Analyst (Project)