Financial Analyst

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


Job Description:

  • Prepare annual planning process
  • Develop and analyze financial reports t
  • Prepare and analyze budget variances, financial statements, ad hoc reports, and financial forecasts
  • Perform financial analysis and executive reports in forecasting, budgeting, cost allocation, transfer pricing, capital management, and profitability reporting
  • 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, including cost center level analysis
  • Engage in ongoing cost reduction analyses
  • Participate in the reporting of key business metric
  • Review the performance of competitors to determine key issues


  • 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 complex information to a variety of audiences
  • Able to adapt to changing priorities
  • Able to work multiple projects with accuracy and efficiency while meeting deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in accounting, finance or related field and a minimum of 5 years’ relevant experience

Ref #25629

Dora DangFinancial Analyst