Financial Analyst

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


Job Description:

  • Responsible for the development and preparation of forecasts
  • Perform research, evaluate and test forecasting software and models
  • 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 and reporting methods
  • Help identify risks and opportunities in revenue


  • 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
  • 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 finance or related field and a minimum of 2 years’ relevant experience

Ref #27500

Dora DangFinancial Analyst