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Financial Analyst (Hybrid)
$84k-102k (estimate)
Full Time | Banking 1 Week Ago
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First Foundation is Hiring a Financial Analyst (Hybrid) Near Irvine, CA

Summary: This position is responsible for assisting in preparing and presenting financial models, monthly reporting packages, and ad hoc reporting, and analysis.
Salary Range: The salary range budgeted for this position is $75,000/yr to $85,000/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.
The Company also offers various benefits, including medical, dental, vision, and 401K match. Other rewards may include annual performance-based bonuses and wellness days.
Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.
Duties And Responsibilities
  • Understands and complies with requirements of all laws and regulations applicable to the position
  • Supports monthly analyses of financial information, budget variances, and other financial information
  • Assist in the preparation of special studies, reports analyses, and recommendations in areas such as budgets, audits, forecasts, financial plans, statistical reports, and business forecasts for management
  • Assist and participate in the implementation of a new reporting and planning system
  • Perform various comparison analyses to ensure the accuracy of financial modeling
  • Perform other duties as assigned
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the required knowledge, skill, and/or ability. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
EducationEducation and/or Experience:
  • Bachelor’s Degree in Finance or a related field required
  • Minimum of 3 to 5 years of related experience in banking and understanding financials is preferred
Skills
  • A strong conceptual understanding of accounting theory and practical knowledge of GAAP is required
  • Strong analytical, problem-solving, and organizational skills
  • Effective oral and written communication skills
  • Must be able to take ownership of assigned tasks and work well under pressure
  • Proficiency with Microsoft Excel, Word, and PowerPoint
  • Must be able to interface effectively with all levels of personnel
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle, or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand; walk; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus.
First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$84k-102k (estimate)

POST DATE

09/08/2024

EXPIRATION DATE

10/22/2024

WEBSITE

firstfoundationinc.com

HEADQUARTERS

RLLNG HLS EST, CA

SIZE

200 - 500

FOUNDED

1990

TYPE

Public

CEO

JOHN R POLEN

REVENUE

$200M - $500M

INDUSTRY

Banking

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About First Foundation

First Foundation provides integrated investment management, wealth planning, consulting and banking services.

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The job skills required for Financial Analyst (Hybrid) include Accounting, Planning, Problem Solving, Written Communication, Microsoft Excel, PowerPoint, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst (Hybrid). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst (Hybrid). Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Analyst (Hybrid) positions, which can be used as a reference in future career path planning. As a Financial Analyst (Hybrid), it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst (Hybrid). You can explore the career advancement for a Financial Analyst (Hybrid) below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Analyst job description and responsibilities

Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.

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Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.

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Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.

12/27/2021: Dallas, TX

They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.

12/11/2021: Manchester, NH

Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Analyst jobs

To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.

12/07/2021: Baltimore, MD

Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.

03/03/2022: Omaha, NE

To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.

12/27/2021: Youngstown, OH

Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.

12/11/2021: Burlington, VT

With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.

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Step 3: View the best colleges and universities for Financial Analyst.

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