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 company’s monthly forecast process
  • Prepare inputs and drivers for the corporate model
  • Perform actual vs forecast variance analyses
  • Prepare monthly reports for senior management
  • Prepare deliverables for the quarterly earnings call
  • Assist in preparation of the Company’s Annual Operating and 3-Year plans
  • Prepare and maintain various financial models for internal budgets and forecasts
  • Perform accretion/dilution analyses for real estate and capital market transactions
  • Perform various ad-hoc projects and financial analysis



  • 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, economics, math or related field and a minimum of 4 years’ relevant experience

Ref #26838



Dora DangSenior Financial Analyst