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.
- Tustin, CA (21 miles from Dana Point, CA)
- 11 hours ago
- Tustin, CA (21 miles from Dana Point, CA)
- 11 hours ago
Financial Analyst The pay range for this position is listed below....
- Newport Beach, CA (13 miles from Dana Point, CA)
- 1 day ago
- Newport Beach, CA (13 miles from Dana Point, CA)
- 1 day ago
Who We Are: With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income...
- Irvine, CA (20 miles from Dana Point, CA)
- 5 days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 5 days ago
Job Details Job Location: Irvine CA - Irvine, CA Position Type: Internship Salary Range: $20.00 - $20.00 Job Category: Internship Description Unlock Your Future in Finance! Ready to launch your...
- Irvine, CA (20 miles from Dana Point, CA)
- 9 days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 9 days ago
Minimum Required: 1+ years of full-time work experience, preferably in commercial banking, finance, accounting, investment banking, or alternative investments....
THE POSITION: Investment Analyst REPORTS TO: Development, Acquisitions, & Asset Management Teams LOCATION: Dana Point, CA THE ORGANIZATION Raintree Partners is a real estate development,...
Senior Financial Planning analyst
- Irvine, CA (20 miles from Dana Point, CA)
- 17 days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 17 days ago
Are you a detail-oriented finance professional with proficient analytical skills and a passion for driving business decisions? Randstad is supporting a large financial firm who is looking to hire...
Senior Financial Analyst - Hybrid
- Santa Ana, CA (22 miles from Dana Point, CA)
- 22 days ago
- Santa Ana, CA (22 miles from Dana Point, CA)
- 22 days ago
Job Description System Pavers is growing at a tremendous rate, and we're looking to expand our team with a professional, driven Senior Financial Analyst....
Senior Financial Analyst - Apartment Development ($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
Reports to the Sr. Manager, Finance & Investments The Finance & Investments group provides analysis, advisory, decision support for investment activities, annual business plan, quarterly...
10761 Financial Analyst III (Specialist, Account Payable)
- Fountain Valley, CA (23 miles from Dana Point, CA)
- 30+ days ago
- Fountain Valley, CA (23 miles from Dana Point, CA)
- 30+ days ago
10761 - Financial Analyst III ( Specialist, Account Payable) Location - Fountain Valley, CA PURPOSE: We are seeking an experienced Financial Analyst III to join our team in Fountain Valley....
10760 Financial Analyst III (Specialist, Corporate Reporting and Compliance)
- Fountain Valley, CA (23 miles from Dana Point, CA)
- 45+ days ago
- Fountain Valley, CA (23 miles from Dana Point, CA)
- 45+ days ago
10760 - Financial Analyst III ( Specialist, Corporate Reporting and Compliance) Location - Fountain Valley, CA PURPOSE: We are seeking an experienced Financial Analyst III to join our team in Fountain...
- Irvine, CA (20 miles from Dana Point, CA)
- 45+ days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 45+ days ago
Today, as the nation's second largest non-bank retail mortgage lender, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services...
Financial Analyst, Product ARR
- Irvine, CA (20 miles from Dana Point, CA)
- 45+ days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 45+ days ago
As a global leader in cybersecurity, CrowdStrike protects the people, processes and technologies that drive modern organizations. Since 2011, our mission hasnt changed were here to stop breaches,...
- Newport Beach, CA (13 miles from Dana Point, CA)
- 60+ days ago
- Newport Beach, CA (13 miles from Dana Point, CA)
- 60+ 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 (20 miles from Dana Point, CA)
- 60+ days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 60+ 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...
- Irvine, CA (20 miles from Dana Point, CA)
- 90+ days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 90+ days ago
The Senior Financial Analyst is part of a team of 5 full-time employees....
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
- Modeling
- Asset Management
- Presentation
- Financial Management
- Investment Analysis
- Collaboration
- Implementation
- Accounting Software
- Budget Planning
- Management Reporting
- Budget Analysis
- Budgets
- Budget Preparation
- Fixed Income
- FactSet
- Cash Forecasting
- Private Banking
- Financial Services
- Corporate Finance
- Financial Operations
- Capital Markets
- Valuation
- Variance Analysis
- Investment Banking
- Financial Statements
- Generally Accepted Accounting Principles
- Financial Planning and Analysis
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Business Administration
- Forecasting
- Strategy Development
- Finance
- Analytical Skills
- Process Improvement
- Accounting
- Decision Making
- Prioritizing
- Auditing
- Written Communication
- Documentation
- Data Analysis
- Budgeting
- Bachelor's Degree
- Reporting
- Sales
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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