What are the responsibilities and job description for the Financial Analyst position at Monterey Financial Services, LLC?
We are seeking a detail-oriented and analytical Financial Analyst to support financial planning, reporting, and decision-making within our financial services organization. The ideal candidate will analyze financial data, build forecasts, evaluate business performance, and provide insights that drive strategic and operational improvements.ResponsibilitiesAnalyze financial statements, trends, and key performance indicators (KPIs)Prepare financial models, forecasts, budgets, and variance analysesSupport monthly, quarterly, and annual financial reporting processesEvaluate profitability, risk, and return on financial products and investmentsAssist in pricing analysis, cost management, and revenue optimizationConduct ad-hoc financial analysis to support management decisionsCollaborate with accounting, risk, compliance, and business teamsEnsure accuracy, consistency, and compliance with financial regulations and internal controlsPresent financial insights and recommendations to stakeholdersQualifications1–2 years of experience in financial analysis (experience in financial services preferred)Strong understanding of financial statements and financial modelingProficiency in Excel; experience with financial systems or BI tools is a plusKnowledge of financial services products (banking, investment, insurance, or asset management)Strong analytical, problem-solving, and communication skillsHigh attention to detail and ability to manage multiple priorities