Financial Analyst - Entry Level

Job Description Job Description We are offering an contract employment opportunity for a Financial Analyst - Entry Level in Newport Beach, California. As a Financial Analyst, you will be contributing to a key project in the wealth management sector. You will be responsible for reviewing investment accounts, identifying discrepancies, and utilizing various tools for data management and reporting. Responsibilities • Accurately review and analyze investment management accounts and trades • Identify and highlight any discrepancies in data • Extensive use of Salesforce and Excel for effective data management and reporting • Contribute significantly to the success of the overall project in a detail oriented wealth management environment • Use financial analysis and data mining techniques to support budget processes and ad hoc financial analysis. • Demonstrated experience in data mining techniques • Understanding of budget processes • Strong skills in financial analysis • Ability to perform ad hoc financial analysis

Location: Newport Beach, CA, US

Posted Date: 4/13/2025