Financial Analyst Jobs in Dana Point, 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.
- Santa Ana, CA (22 miles from Dana Point, CA)
- 6 hours ago
- Santa Ana, CA (22 miles from Dana Point, CA)
- 6 hours ago
OCERS offers an additional 5.5% certification pay for staff with the Chartered Financial Analyst (CFA) designation....
- Irvine, CA (20 miles from Dana Point, CA)
- 13 days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 13 days ago
Summary: Responsible for understanding advanced treasury functions, markets, and the tools used to manage the bank's various risks. Responsible for leading interactions with internal and external...
- Newport Beach, CA (13 miles from Dana Point, CA)
- 18 days ago
- Newport Beach, CA (13 miles from Dana Point, CA)
- 18 days ago
Investment Analyst Vaco $70,000.00 - $115,000.00 / yr 401(k), retirement plan United States, California, port Beach Jun 10, 2025 ROLES & RESPONSIBILITIES: * Primary responsibilities include...
Financial Analyst ($96,200.00 - $122,400.00)
- Newport Beach, CA (17 miles from Dana Point, CA)
- 30+ days ago
- Newport Beach, CA (17 miles from Dana Point, CA)
- 30+ days ago
The Strategic Planning & Analysis group (SP&A) is responsible for financial planning, analysis, and research in support of the development, acquisition, and operating activities of the Irvine...
- Aliso Viejo, CA (9 miles from Dana Point, CA)
- 30+ days ago
- Aliso Viejo, CA (9 miles from Dana Point, CA)
- 30+ days ago
.** The Mortgage Senior Financial Analyst will be responsible for conducting and providing quantitative analyses of information affecting budgets, expenses, and other financial projects for the company...
Financial Planning and Analyst Manager
- Irvine, CA (20 miles from Dana Point, CA)
- 45+ days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 45+ days ago
The FP&A Manager role will be a cross-functional business partner with key initiatives including forecasting, variance analysis, financial modeling, ROI evaluations, and market research....
- Newport Beach, CA (13 miles from Dana Point, CA)
- 90+ days ago
- Newport Beach, CA (13 miles from Dana Point, 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...
Demographic Data for Dana Point, CA
Moving to Dana Point, CA? Find some basic demographic data about Dana Point, CA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Dana Point, CA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Dana Point, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Business Intelligence
- Modeling
- Asset Management
- Presentation
- Market Research
- Visual Basic for Applications
- Investment Analysis
- Implementation
- Acquisitions
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Budget Preparation
- Quantitative Analysis
- Fixed Income
- Financial Forecasting
- Bloomberg Terminal
- FactSet
- Private Banking
- Cash Forecasting
- Financial Services
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Variance Analysis
- Financial Statements
- Investment Management
- Financial Planning and Analysis
- Financial Planning
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Strategy Development
- Finance
- Decision Making
- Accounting
- Analytical Skills
- Auditing
- Written Communication
- Data Analysis
- Budgeting
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Policy Development
- Microsoft Office
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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