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Financial Analyst Associate Jobs in Irvine, CA (NOW HIRING)

Through Hyundai Motor Finance, Genesis Finance, and Kia Finance, we deliver innovative financing ... AWS Cloud Practitioner or Associate level certification preferred. ITIL Foundation certification ...

Through Hyundai Motor Finance, Genesis Finance, and Kia Finance, we deliver innovative financing ... AWS Cloud Practitioner or Associate level certification preferred. โ€ข ITIL Foundation ...

FinOps Analyst

Irvine, CA ยท On-site

$100K - $155K/yr

Through Hyundai Motor Finance, Genesis Finance, and Kia Finance, we deliver innovative financing ... AWS Cloud Practitioner or Associate level certification preferred. โ€ข ITIL Foundation ...

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Financial Analyst Associate information

See Irvine, CA salary details

$31.1K

$79.1K

$134.7K

How much do financial analyst associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial analyst associate in Irvine, CA is $79,059.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,100.00 and $87,500.00 per year, depending on experience, location, and employer.

What is a financial analyst associate?

Financial Analyst Associates are entry- to mid-level professionals who support senior analysts and management by collecting, analyzing, and interpreting financial data to help guide business decisions. They typically work in banks, investment firms, or corporate finance departments, preparing reports, forecasting trends, and evaluating financial performance. Their insights help organizations manage budgets, assess risks, and identify opportunities for growth. This role is often a stepping stone to more senior financial analyst or management positions.

What are some common challenges financial analyst associates face when managing multiple projects simultaneously?

Financial Analyst Associates often juggle several projects, such as preparing reports, building financial models, and supporting budgeting processes. One challenge is balancing tight deadlines from different internal stakeholders while ensuring accuracy and attention to detail in their analyses. Effective time management and prioritization skills are essential to meet expectations and deliver quality work. Collaborating with team members and proactively seeking clarification from managers can help navigate competing priorities and maintain a manageable workload.

What are the key skills and qualifications needed to thrive as a financial analyst associate, and why are they important?

To thrive as a Financial Analyst Associate, you need strong analytical skills, a solid grasp of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Proficiency with financial modeling, Microsoft Excel, and tools like Bloomberg Terminal or SAP is highly valued, as is familiarity with data visualization software. Exceptional attention to detail, communication abilities, and problem-solving skills set top performers apart. These competencies enable accurate analysis, effective decision-making support, and clear communication of financial insights to stakeholders.

What is the difference between Financial Analyst Associate vs Financial Analyst?

AspectFinancial Analyst AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often with CFA Level I or II
Work EnvironmentEntry-level, supporting senior analysts, in finance or investment firmsMore independent, involved in analysis, reporting, and decision-making
Employer & Industry UsageCommon in banks, investment firms, corporate financeUsed across similar industries, often with more responsibility

The main difference between a Financial Analyst Associate and a Financial Analyst lies in experience and responsibility. Associates typically support senior analysts and handle more routine tasks, while Financial Analysts take on more complex analysis and decision-making roles. Both roles require similar educational backgrounds and certifications, but the Financial Analyst position usually involves greater independence and strategic input.

What are the most commonly searched types of Financial Analyst jobs in Irvine, CA?

The most popular types of Financial Analyst jobs in Irvine, CA are:

What cities near Irvine, CA are hiring for Financial Analyst Associate jobs?

Cities near Irvine, CA with the most Financial Analyst Associate job openings:

Infographic showing various Financial Analyst Associate job openings in Irvine, CA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $79,059 per year, or $38 per hour.

Senior Associate, Financial Planning & Analysis (FP&A)

BKM Capital Partners

Newport Beach, CA โ€ข On-site

$125K - $145K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago


Job description

BKM Capital Partners is a growing real estate private equity firm seeking a highly analytical and technically capable professional to join our Newport Beach, California office. The Senior Associate, FP&A will play a key role in the Company's financial planning, management reporting, and data analytics functions, helping translate financial and operating information into actionable insights for senior leadership.
The position will be responsible for executive and management reporting, budgeting and forecasting, corporate financial modeling, KPI development, and financial analysis. The Senior Associate will also help advance the Company's use of data, technology, and business intelligence tools to improve the quality, timeliness, and scalability of financial reporting and decision-making.
The ideal candidate will combine strong financial and analytical capabilities with a solid understanding of accounting and financial statements and will be comfortable working across financial models, large datasets, reporting systems, and business intelligence platforms.
This role is 100% in-office due to the collaborative nature.
The Job Essentials:
Financial Planning & Analysis
  • Lead and support the Company's annual budgeting, forecasting, and long-range planning processes.
  • Develop and maintain corporate financial models, including revenue, expense, profitability, cash flow, and other key financial projections.
  • Prepare budget-to-actual and forecast-to-actual analyses and identify the key drivers of financial performance.
  • Develop scenario and sensitivity analyses to evaluate strategic initiatives, investments, organizational decisions, and other business opportunities.
  • Analyze historical and projected financial performance to identify trends, risks, and opportunities.
  • Support Company valuation modeling and other strategic corporate finance analyses.
  • Partner with department leaders to develop budgets, forecasts, and financial plans and improve accountability around financial performance.

Executive Reporting & Business Analytics
  • Lead the preparation and continued enhancement of recurring executive and management reporting.
  • Develop clear, concise reporting that communicates financial performance, operating trends, key variances, and forward-looking expectations to senior leadership.
  • Develop and maintain corporate financial and operational KPIs that provide management with actionable visibility into Company performance.
  • Continuously evaluate the Company's KPI framework and introduce new metrics as the business and strategic priorities evolve.
  • Develop departmental and Company-wide profitability and performance reporting.
  • Analyze financial and operational data to identify trends, relationships, and business insights that may not be apparent through traditional financial reporting.
  • Support senior leadership with ad hoc analysis and decision support for strategic and operational initiatives.

Data Reporting & Technology
  • Help lead the continued development of the Company's financial reporting and analytics capabilities through its data warehouse and business intelligence platforms.
  • Develop and maintain dashboards and automated reporting solutions using Power BI, Tableau, or similar tools.
  • Partner with internal technology resources and external providers to integrate financial and operational data from multiple systems into scalable reporting solutions.
  • Help establish consistent data definitions and reporting methodologies for key financial and operating metrics.
  • Identify opportunities to automate recurring financial reporting, analysis, and forecasting processes.
  • Improve the accessibility, accuracy, and usability of financial information across the organization.
  • Serve as a Finance & Accounting resource on data warehouse, reporting, and analytics initiatives.

Financial Reporting & Accounting Support
  • Review monthly and quarterly corporate financial statements and supporting financial information to understand business performance and ensure information used for management reporting is complete and reasonable.
  • Work closely with Corporate Accounting to understand accounting results, significant transactions, accruals, and other items impacting reported performance.
  • Assist with financial statement analysis and management discussion of monthly and quarterly results.
  • Support the annual financial statement audit and other Finance & Accounting initiatives as needed.
  • Maintain a strong understanding of the Company's accounting structure and financial statements to ensure FP&A models and reporting appropriately reflect underlying financial results.

The Qualifiers:
  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
  • 5+ years of progressive experience in FP&A, corporate finance, financial analysis, public accounting, investment management, or a related financial environment.
  • Strong financial modeling skills, including budgeting, forecasting, scenario analysis, and integrated financial statement modeling.
  • Advanced Microsoft Excel skills required.
  • Strong understanding of financial statements and fundamental accounting principles required.
  • CPA and/or prior public accounting experience, particularly with a Big 4 firm, preferred.
  • Experience in real estate, investment management, private equity, or financial services preferred.
  • Demonstrated experience working with data warehouses, large financial datasets, and business intelligence/reporting environments strongly preferred.
  • Advanced experience with Power BI, Tableau, or similar business intelligence and data visualization tools strongly preferred.
  • Experience developing executive-level financial reporting, dashboards, and KPI frameworks preferred.
  • Ability to translate complex financial and operational information into clear, concise, actionable insights.
  • Strong analytical curiosity and demonstrated ability to identify trends and insights beyond standard financial reporting.
  • Exceptional attention to detail with the ability to manage multiple priorities and deadlines.
  • Excellent written and verbal communication skills, including the ability to communicate effectively with senior leadership.
  • Motivated, results-driven, and comfortable operating in a fast-paced, entrepreneurial environment.

The Perks:
  • Competitive Pay + Bonus
  • Medical, Dental, Vision Life Insurance, Short Term & Long Term Disability, Pet Insurance, Etc.
  • Paid Time Off
  • 401k Plan + Company Match
  • Professional Development Resources
  • Fun Work Culture (e.g., Indoor basketball, pickleball, ping pong, creative office environment, and fun company social events)