Financial Analyst Jobs in Lake Forest, 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.
Senior Financial Planning Analyst (Investment Banking)
- Irvine, CA (10 miles from Lake Forest, CA)
- 18 hours ago
- Irvine, CA (10 miles from Lake Forest, CA)
- 18 hours ago
We are seeking a Financial Planning Analyst to work on a team at our client site in Irvine, CA The position is scheduled to run for 6 months and can be extended. The role is W2 hourly with Roth...
Financial Planning and Analyst Manager
- Irvine, CA (10 miles from Lake Forest, CA)
- 4 days ago
- Irvine, CA (10 miles from Lake Forest, CA)
- 4 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....
Senior Financial Planning Analyst
- Irvine, CA (10 miles from Lake Forest, CA)
- 30+ days ago
- Irvine, CA (10 miles from Lake Forest, CA)
- 30+ days ago
Randstad is partnering with a financial firm who is looking for a talented Financial Analyst to develop and deliver strategic financial analysis, support annual planning processes, and provide insightful...
Senior Financial Planning Analyst
- Irvine, CA (10 miles from Lake Forest, CA)
- 30+ days ago
- Irvine, CA (10 miles from Lake Forest, CA)
- 30+ days ago
Senior Financial Planning Analyst Irvine, CA (Hybrid) 6-Month Contract Job ID 25-09624 Solugenix is assisting a client, a prestigious and large investment management company in their search for a...
Senior Portfolio Analyst - Apartment ($92,900.00 - $134,800.00)
- Irvine, CA (8 miles from Lake Forest, CA)
- 30+ days ago
- Irvine, CA (8 miles from Lake Forest, CA)
- 30+ days ago
The Senior Financial Analyst will be part of our Portfolio (Revenue) Management team....
- Anaheim, CA (22 miles from Lake Forest, CA)
- 45+ days ago
- Anaheim, CA (22 miles from Lake Forest, CA)
- 45+ 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 (22 miles from Lake Forest, CA)
- 60+ days ago
- Anaheim, CA (22 miles from Lake Forest, CA)
- 60+ 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 Lake Forest, CA)
- 90+ days ago
- Newport Beach, CA (7 miles from Lake Forest, 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 Lake Forest, CA)
- 90+ days ago
- Irvine, CA (10 miles from Lake Forest, 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 Lake Forest, CA
Moving to Lake Forest, CA? Find some basic demographic data about Lake Forest, CA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Lake Forest, CA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Lake Forest, 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
- Implementation
- Budget Planning
- Private Equity
- Management Reporting
- Budget Analysis
- Budgets
- Budget Preparation
- Fixed Income
- Financial Forecasting
- Bloomberg Terminal
- Commercial Banking
- Cash Forecasting
- Private Banking
- Treasury
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Valuation
- Variance Analysis
- Financial Statements
- Investment Banking
- Financial Planning and Analysis
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Strategy Development
- Finance
- Accounting
- Analytical Skills
- Decision Making
- Auditing
- Written Communication
- Documentation
- Data Analysis
- Budgeting
- Collaboration
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Reporting
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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