Job Description
Join our award-winning financial services firm in Santa Ana, CA as a Senior Financial Analyst. We're seeking a data-driven professional to transform complex financial data into actionable insights for our C-suite clients. Enjoy a collaborative culture, competitive benefits, and opportunities for career advancement in Orange County's thriving business district.
Responsibilities
- Analyze financial statements, budgets, and forecasts to identify trends and variances
- Develop predictive models for revenue forecasting and expense optimization
- Prepare executive dashboards and KPI reports for leadership decision-making
- Collaborate with investment teams on portfolio performance analysis
- Lead cross-functional projects to improve financial processes
- Ensure compliance with SOX regulations and GAAP standards
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, Power BI, and SQL
- CFA or CPA certification strongly preferred
- Experience with financial modeling and valuation techniques
- Exceptional analytical and presentation skills
- Ability to thrive in fast-paced, deadline-driven environments