Financial Analyst

Our client in the financial services industry is looking for a Financial Analyst to join their team in San Gabriel Valley


Job Description:

  • Perform financial planning and reporting activities
  • Manage financial budgets & forecasts
  • Manage profitability assessment and performance scorecards
  • Perform P&L reforecasting
  • Manage analysis of operational and financial data
  • Perform monthly reconciliation and reporting of loan and deposit portfolio and profitability
  • Perform research, data mining and model validation
  • Review and suggest improvements to processes
  • Develop supporting documentation
  • Help aggregate and analyze data
  • Assist with FP&A processes
  • Assist auditors and regulators



  • MBA preferred
  • CPA preferred
  • Experience in the financial services or related industries
  • 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 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, accounting or related field and a minimum of 3 years’ relevant experience

Ref #23286

Alex RealFinancial Analyst