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:

  • Help prepare budgets and financial statements
  • Prepare adhoc reports
  • Validate data
  • Create variance reports
  • Perform financial analysis
  • Review and suggest improvements to processes, policies and procedures
  • Maintain financial systems and models
  • Perform business reporting, modeling and risk assessments
  • Prepare financial and profitability reports
  • Report key business metrics



  • MBA preferred
  • CFA and/or CPA license preferred
  • Experience in the financial services or related industries
  • Strong knowledge of GAAP and SEC reporting
  • 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 both independently and collaborate as part of a team
  • Detail and deadline-oriented
  • Strong work ethic



  • Bachelor’s degree in finance, accounting or related field and a minimum of 5 years’ relevant experience

Ref # 20828

Elizabeth ValadezSenior Financial Analyst