The Financial Analyst will support financial planning, reporting, and analysis, focusing on insights for strategic decisions and financial performance improvement.
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
Peregrine Team San Juan Capistrano, California, USA Office
San Juan Capistrano, CA, United States
Similar Jobs
Artificial Intelligence • Consumer Web • Edtech • Enterprise Web • HR Tech • Social Impact • Generative AI
Lead operating expense forecasting and financial planning for the Global Enterprise business. Manage monthly and quarterly close processes, budgets, forecasts, variance analysis, and financial reviews. Partner with accounting and business teams to explain performance differences, refine projections, and identify strategic opportunities. Prepare leadership materials highlighting financial drivers, performance gaps, budget shortfalls, and growth opportunities.
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Own ServiceNow’s integrated long-range financial model and annual planning process. Evaluate investments and resource allocation through scenario analysis, align assumptions across Finance teams, develop KPI and driver-based frameworks, benchmark performance, and deliver executive-ready recommendations. The role also improves planning through automation, standardization, and AI-enabled workflows.
Top Skills:
AnaplanClaudeExcelMicrosoft CopilotPigmentPower BIPowerPointSnowflake
Food • Retail • Energy
Supports budgeting, forecasting, financial reporting, operational scorecards, bonus calculations, and investment-case analysis. Provides ad hoc performance reports to field management, interprets results for senior leadership, models anticipated changes, and evaluates capital expenditure proposals. Requires advanced Excel and PowerPoint skills, strong analytical abilities, experience with complex datasets, and five years of relevant financial analysis, planning, or budgeting experience.
Top Skills:
Microsoft AccessExcelMicrosoft PowerpointMicrosoft Word
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
