Financial Analyst

Peregrine Team
Orange County, CA

We are seeking a detail-oriented Financial Analyst to support financial planning, reporting, and analysis for a growing banking and financial services organization. This role will work closely with leadership to provide insights that drive strategic decision-making, improve financial performance, and support long-term growth initiatives.

Key Responsibilities

  • Financial Reporting: Prepare monthly, quarterly, and annual financial reports, including variance analysis and performance metrics.
  • Budgeting & Forecasting: Assist in the development of budgets and financial forecasts, tracking performance against targets.
  • Data Analysis: Analyze financial data to identify trends, risks, and opportunities.
  • Financial Modeling: Build and maintain financial models to support business planning.
  • Cross-Functional Collaboration: Partner with operations, accounting, and leadership teams to provide actionable insights.

Qualifications

  • Experience: 2–5 years of experience in financial analysis, banking, or accounting.

Skills

  • Strong proficiency in Microsoft Excel and financial modeling.
  • Analytical mindset with the ability to interpret complex data.
  • Excellent written and verbal communication skills.

Attributes

  • Highly detail-oriented and organized.
  • Proactive and able to manage multiple priorities.

Compensation
$75,000 – $95,000 depending on experience

Posted 2026-04-09

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