Financial Analyst

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


Job Description:

  • Develop and maintain financial statements and reports
  • Assist in the annual audit and liaise with the Manager and the external auditors
  • Responsible for conducting and documenting simple to moderate standard financial analysis
  • Prepare monthly servicing certificates issued to investors for financial transactions
  • Review all financial statement account reconciliations
  • Help review monthly results and complete monthly variance reporting
  • Prepare annual budget and forecasting process
  • Assist in the examination of budget estimates



  • Public/Big 4 accounting experience
  • Experience in the financial services, real estate or related industries
  • Strong knowledge of GAAP
  • 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 adapt to changing priorities
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in business administration, accounting, finance or related field and a minimum of 4 years’ relevant experience

Ref #24940

Dora DangFinancial Analyst