Financial Analyst Jobs in Costa Mesa, CA
A Financial Analyst in the banking industry is responsible for examining financial data, analyzing trends, preparing reports, and making recommendations based on their findings. They provide guidance to businesses and individuals making investment decisions and are responsible for financial forecasting and modeling. The Financial Analyst contributes to the bank's financial planning efforts and helps to manage and mitigate risks. They are expected to understand and explain complex financial concepts and provide insights to both colleagues and clients.
Important skills for a Financial Analyst include strong analytical and problem-solving skills, excellent numerical proficiency, good communication skills, and knowledge of financial software and databases. They should have a strong understanding of financial markets and banking regulations. Relevant certifications such as Certified Financial Analyst (CFA), Certified Management Accountant (CMA) or Certified Public Accountant (CPA) are highly valued. Prior to becoming a Financial Analyst, a person might have roles such as Finance Intern, Junior Financial Analyst, or Financial Advisor.
Business / Financial Data Analyst
- Irvine, CA (10 miles from Costa Mesa, CA)
- 12 hours ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 12 hours ago
Location: Irvine, CA | On-site and ability to travel. About Us: CoverageX is a leading firm dedicated to excellence and innovation. At CoverageX, we believe everyone deserves protection. We offer...
- Irvine, CA (10 miles from Costa Mesa, CA)
- 12 hours ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 12 hours ago
THE OPPORTUNITY Mitchell Anthony Capital Management ("MACM"), an Irvine based Portfolio Management firm, has an opportunity for a Senior Equity Large Cap Growth Analyst to join our team. The...
- Long Beach, CA (22 miles from Costa Mesa, CA)
- 9 days ago
- Long Beach, CA (22 miles from Costa Mesa, CA)
- 9 days ago
Financial Planning Analyst: Evaluate investment opportunities and analyze financial performance; Bachelor's in Accounting, finance, economics, or related req'd; 40hrs/wk; Annual Salary: $71,635;...
JD Edwards Finance Business Analyst
- Brea, CA (17 miles from Costa Mesa, CA)
- 22 days ago
- Brea, CA (17 miles from Costa Mesa, CA)
- 22 days ago
Hi All, We have an active role for JD Edwards Finance Business Analyst in Remote for Financial Customer in USA. Job Title: JD Edwards Finance Business Analyst Job Location: [Hybrid - Onsite /...
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Senior Financial Planning analyst
- Irvine, CA (10 miles from Costa Mesa, CA)
- 25 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 25 days ago
We're looking for a Financial Analyst with 3–5 years of experience—ideally from a consulting firm or investment banking background—to join our team in a hybrid role based out of Irvine....
Senior Financial Planning Analyst
- Irvine, CA (10 miles from Costa Mesa, CA)
- 30+ days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 30+ days ago
Senior Financial Planning Analyst Irvine, CA - $79.31/hr Full Time Posted by: PTR Global Posted: Wednesday, 30 April 2025 Senior Financial Planning Analyst Pay Rate: $79.31/hr w2 + benefits - Not...
Senior Portfolio Analyst - Apartment ($92,900.00 - $134,800.00)
- Irvine, CA (4 miles from Costa Mesa, CA)
- 30+ days ago
- Irvine, CA (4 miles from Costa Mesa, CA)
- 30+ days ago
The Senior Financial Analyst will be part of our Portfolio (Revenue) Management team....
- Anaheim, CA (12 miles from Costa Mesa, CA)
- 30+ days ago
- Anaheim, CA (12 miles from Costa Mesa, CA)
- 30+ days ago
The Senior Financial Analyst will be responsible for conducting and providing quantitative analyses of information affecting budgets, expenses, and other financial projects for the company and in support...
Program Budget Analyst (Confidential) - Open Until Filled
- Anaheim, CA (12 miles from Costa Mesa, CA)
- 45+ days ago
- Anaheim, CA (12 miles from Costa Mesa, CA)
- 45+ days ago
REQUIREMENTS FOR CONSIDERATION INCLUDE: Graduation from high school or its equivalent; and three years increasingly responsible budgeting and technical accounting experience; or an equivalent...
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 90+ days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 90+ days ago
The Newport Beach Finance Department seeks a motivated and detail-oriented individual to join the team as a Budget Analyst. Check out our video to see what working for the City of Newport Beach is...
Experienced Investment Banking Analyst, Financial Institutions Group
- Irvine, CA (10 miles from Costa Mesa, CA)
- 90+ days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 90+ days ago
D.A. Davidson & Co. - the Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson...
Demographic Data for Costa Mesa, CA
Moving to Costa Mesa, CA? Find some basic demographic data about Costa Mesa, CA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Costa Mesa, CA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Costa Mesa, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Asset Management
- Presentation
- Investment Analysis
- Flexibility
- Implementation
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Budget Preparation
- Fixed Income
- Equity Research
- Asset Allocation
- Financial Forecasting
- Bloomberg Terminal
- FactSet
- Commercial Banking
- Cash Forecasting
- Private Banking
- Treasury
- Financial Services
- Wealth Management
- Capital Markets
- Valuation
- Variance Analysis
- Investment Banking
- Financial Statements
- Financial Planning and Analysis
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Finance
- Strategy Development
- Analytical Skills
- Accounting
- Decision Making
- Written Communication
- Prioritizing
- Auditing
- Documentation
- Collaboration
- Data Analysis
- Budgeting
- Bachelor's Degree
- Reporting
- Regulations
- Microsoft PowerPoint
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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