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Lead Financial Analyst

2 months ago


Irvine, United States Findicia Full time

, Permanent

Position: Lead Financial Analyst

Company Overview:

Our Client is a leading financial services company based in Irvine, CA. With over 20 years of experience in the industry, our client has established a strong reputation for providing innovative and reliable financial solutions to its clients. As the company continues to grow, they are seeking a highly skilled and experienced Lead Financial Analyst to join their team.

Position Overview:

As the Lead Financial Analyst, you will be responsible for providing financial analysis and support to the company's senior management team. You will play a critical role in the decision-making process by providing accurate and timely financial information, forecasts, and recommendations. You will also be responsible for managing a team of financial analysts and ensuring the accuracy and integrity of financial data.

Key Responsibilities:

- Lead and manage a team of financial analysts, providing guidance and support in their day-to-day tasks

- Develop and maintain financial models to analyze and forecast the company's performance

- Prepare and present financial reports to senior management, highlighting key insights and recommendations

- Monitor and analyze financial data, identifying trends and potential areas for improvement

- Collaborate with various departments to develop and monitor budgets and ensure financial goals are met

- Conduct financial analysis on potential investments and acquisitions

- Ensure compliance with all financial regulations and standards

- Continuously improve and streamline financial processes and procedures

- Provide ad-hoc financial analysis and support as needed

Qualifications:

- Bachelor's degree in Finance, Accounting, or related field

- Minimum of 5 years of experience in financial analysis, preferably in the financial services industry

- Strong knowledge of financial principles and practices

- Advanced proficiency in Excel and financial modeling

- Proven experience managing and developing a team

- Excellent analytical and problem-solving skills

- Strong attention to detail and accuracy

- Ability to work independently and meet tight deadlines

- Excellent communication and presentation skills

- CPA or CFA designation is a plus

Our client offers a competitive salary and benefits package, as well as opportunities for growth and development within the company. If you have a passion for financial analysis and are looking for a challenging and rewarding career, we encourage you to apply for this exciting opportunity.

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