Senior Financial Analyst

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


Job Description:

  • Prepare and analyze budget variances, financial statements, ad hoc reports, and financial forecasts
  • Perform financial analysis and executive reports
  • Prepare annual budgets for Executive Management and Board of Directors approval
  • 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


  • MBA preferred
  • CPA or CFA license
  • Public/Big 4 accounting experience
  • Experience in the financial services, banking, or related industries
  • Strong knowledge of GAAP
  • 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 or related field and a minimum of 5 years’ relevant experience

Ref #25634

Dora DangSenior Financial Analyst