Financial Analyst
Job in
Santa Ana, Orange County, California, 92725, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Analyst, Corporate Finance, Financial Reporting, Financial Advisor / Consultant -
Business
Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
Responsibilities
- Develops, maintains, and delivers monthly and quarterly analyses, reports, and presentations ensuring the accuracy of the information and identifying key points
- Performs general ad hoc analysis of financial and operational data for trends and variances and presents findings to finance management
- Uses historical trend information along with changes in market and business environments to create projections used for the budgeting or forecasting processes
- Identifies trends and developments in competitive environments and presents findings to finance management
- Manages large data sets from disparate sources for data mining, analysis, and research projects
- Develops financial models for what‑if analysis, scenario planning, and M&A activities
- Works collaboratively with team members and other departments
- Other duties as assigned
- Bachelor's degree or equivalent combination of education and experience
- 2-4 years of experience in the field or related area
- Finance and Accounting – Experience in finance, economic and accounting principles and practices, the financial markets, financial statements, valuation and the analysis and reporting of financial data
- Mathematics & Analytics – Ability to understand, manipulate and solve problems using mathematics on large data sets
- Computer Skills – Advanced on Microsoft Office Products, particularly Excel and Power Point
- Problem Solving – Identifying problems and reviewing related information to develop and evaluate options and implement solutions
- Organizing, Planning, and Prioritizing Work – Developing specific goals and plans to prioritize, organize, and accomplish your work
- Strong communication skills, both written and verbal
- Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
- Judgment and Decision Making – Considering the relative costs and benefits of potential actions to choose the most appropriate one
- Familiar with standard concepts, practices and procedures of the business
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