Interim Financial Analyst (Project)

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


Job Description:

  • Prepare and delivery of actionable financial reporting and analysis items
  • Produce ad hoc financial reports and summary analysis for management
  • Manage daily cash positioning and ensure adequate funding of all bank accounts
  • Prepare periodic budget and forecast plans using budgeting software
  • Assist in due diligence efforts related to new brokers/vendors/systems
  • Assist with settlement and documentation of bond purchase and sale transactions
  • Prepare dashboards and performance measurement of the bank’s financial results and treasury activities



  • 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 accounting, finance, mathematics or related field and a minimum of 3 years’ relevant experience

Ref #26004

Airin WadleyInterim Financial Analyst (Project)