Financial Planning Analyst

Our client in the investment company industry is looking for a Financial Planning Analyst to join their team in Los Angeles County


Job Description:

  • Assist in project management for all stages of the M&A process
  • Prepare financial analysis to properly value potential targets
  • Assist management in reviewing the merits of potential acquisitions and joint ventures
  • Prepare presentations for the Operating Committee
  • Help plan and manage the post-transaction integration process
  • Develop and manage the firm’s quarterly and annual financial forecast models
  • Prepare quarterly financial updates
  • Produce ad hoc financial analyses on various corporate initiatives


  • 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, accounting, economics or related field and a minimum of 1 years’ relevant experience

Ref #26196

Dora DangFinancial Planning Analyst