Senior Financial Analyst

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


Job Description:

  • Develop, prepare, and maintain timely monthly financial statements
  • Provide value-added monthly variance analysis of the company financials t
  • Develop Profitability reports
  • Participate and drive the Budgeting and Forecasting process
  • Prepare tax returns for multiple entities and ensure compliance with the latest rules
  • Prepare supporting documents for the external audit
  • Develop Policies and Procedures and ensure adherence to guidelines



  • MBA preferred
  • CPA license
  • Experience in the financial services, real estate 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 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 or related field and a minimum of 5 years’ relevant experience

Ref #25166

Dora DangSenior Financial Analyst