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:

  • Responsible for managerial financial reporting, analysis, budgeting, and ad-hoc business support for business units
  • Partner with, present to, and advise executive-level business partners
  • Help guide strategic business decisions by proactively identifying trends and opportunities
  • Coordinate with departments to ensure financial reporting and messaging is robust, timely, and accurate
  • Collaborate with peers to manage resources, enhance work processes, and improve overall service delivered to our internal and external client groups
  • Provide leadership, assess performance, and participate in training and development of junior associates



  • MBA
  • 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 8 years’ relevant experience

Ref #26766



Dora DangSenior Financial Analyst