Senior Financial Analyst

Our client in the financial services industry is looking for a Senior Financial Analyst  to join their team in the San Gabriel Valley


Job Description:

  • Develop, modify and review different financial, economic, or other models
  • Assist with business activities and potential strategic transactions, applying critical thinking, analytical skills, and data analysis
  • Prepare presentation materials synthesizing analysis and recommendations
  • Help monitor peer activity, conduct market research, assess and benchmarking of companies
  • Provide analysis and modeling in support of various strategic and financial planning initiatives



  • Master’s degree
  • CFA license or CFA candidate
  • 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 business, economics, finance, engineering, policy analysis or related field and a minimum of 5 years’ relevant experience

Ref #25839

Dora DangSenior Financial Analyst