Financial Analyst Jobs in Rancho Santa Margarita, 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
- Irvine, CA (11 miles from Rancho Santa Margarita, CA)
- 7 days ago
- Irvine, CA (11 miles from Rancho Santa Margarita, CA)
- 7 days ago
Senior Financial Planning Analyst Irvine, CA (Hybrid) 4-Month Contract (Possibility for extension) Job ID 25-09701 Solugenix is assisting a client, a prestigious and large investment management...
- Santa Ana, CA (16 miles from Rancho Santa Margarita, CA)
- 10 days ago
- Santa Ana, CA (16 miles from Rancho Santa Margarita, CA)
- 10 days ago
OCERS offers an additional 5.5% certification pay for staff with the Chartered Financial Analyst (CFA) designation....
- Newport Beach, CA (12 miles from Rancho Santa Margarita, CA)
- 14 days ago
- Newport Beach, CA (12 miles from Rancho Santa Margarita, CA)
- 14 days ago
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. Its a big ask, but...
- Newport Beach, CA (12 miles from Rancho Santa Margarita, CA)
- 29 days ago
- Newport Beach, CA (12 miles from Rancho Santa Margarita, CA)
- 29 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 (15 miles from Rancho Santa Margarita, CA)
- 30+ days ago
- Newport Beach, CA (15 miles from Rancho Santa Margarita, 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 (6 miles from Rancho Santa Margarita, CA)
- 45+ days ago
- Aliso Viejo, CA (6 miles from Rancho Santa Margarita, CA)
- 45+ 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 (11 miles from Rancho Santa Margarita, CA)
- 60+ days ago
- Irvine, CA (11 miles from Rancho Santa Margarita, CA)
- 60+ 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....
Demographic Data for Rancho Santa Margarita, CA
Moving to Rancho Santa Margarita, CA? Find some basic demographic data about Rancho Santa Margarita, CA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Rancho Santa Margarita, CA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Rancho Santa Margarita, 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
- Financial Management
- Investment Analysis
- Implementation
- Acquisitions
- Commercial Real Estate
- Budget Planning
- Trend Analysis
- Private Equity
- Budget Analysis
- Budgets
- Budget Preparation
- Quantitative Analysis
- Fixed Income
- 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
- Portfolio Management
- Financial Planning
- 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
- Regulations
- Policy Development
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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