First American Financial Group, Inc. · 1 month ago
Financial Analyst (Hybrid)
Santa Ana, CA
Full-time
Hybrid
Entry, Mid Level
$63K/yr - $84K/yr
2+ years expFirst American Financial Corporation is a company that prioritizes its people and has been recognized as one of the Fortune 100 Best Companies to Work For. The Financial Analyst role involves analyzing P&L statements, identifying trends, and providing actionable insights to support strategic decision-making and goal-setting.
Customer ServiceFinancial ServicesLending
Responsibilities
Develops, maintains, and delivers monthly and quarterly analyses, reports, and presentations ensuring the accuracy of the information and identifying key points
Performs general ad hoc analysis of financial and operational data for trends and variances and presents findings to finance management
Uses historical trend information along with changes in market and business environments to create projections used for the budgeting or forecasting processes
Identifies trends and developments in competitive environments and presents findings to finance management
Manage large data sets from disparate sources for data mining, analysis, and research project
Develop financial models for what-if analysis, scenario planning, and M&A activities
Works collaboratively with regional executives, team members, and other departments with following focus: The individual proactively builds strong, trust-based partnerships with regional executives to ensure alignment between corporate strategy and regional needs They serve as a connector, communicator, and facilitator who helps leaders make informed decisions, drive operational excellence, and achieve shared business objectives across regions. Collaborates with regional leaders to ensure local objectives support broader organizational goals Helps executives understand how strategic decisions impact their region and supports implementation planning Serves as a reliable advisor by providing insight, support, and solutions tailored to each region’s operational landscape
Interprets and explains P&L reports, variances, and trends for assigned regions
Reviews monthly, quarterly, and annual P&L statements
Identifies key drivers impacting revenue, expenses, margins, profitability, and cash flow
Converts complex financial data into clear insights for non-financial leaders
Highlights trends, variances, and root causes requiring attention
Presents financial information clearly and confidently
Supports regions in setting realistic financial goals based on historical and forecast data
Tracks performance against budgets, forecasts, and KPIs
Handles moderate to complex financial analysis projects
Qualification
Required
Bachelor's degree or equivalent combination of education and experience
2-4 years of experience in the field or related area
Relies on experience and judgment to perform the functions of the job
A certain degree of creativity and latitude is required
Experience in finance, economic and accounting principles and practices, the financial markets, financial statements, valuation, and the analysis and reporting of financial data
Ability to understand, manipulate and solve problems using mathematics on large data sets
Advanced on Microsoft Office Products, particularly Excel and PowerPoint
Identifying problems and reviewing related information to develop and evaluate options and implement solutions
Developing specific goals and plans to prioritize, organize, and accomplish your work
Good communication skills, both written and verbal
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
Considering the relative costs and benefits of potential actions to choose the most appropriate one
Familiar with standard concepts, practices, and procedures of the business
Benefits
Medical
Dental
Vision
401k
PTO/paid sick leave
Employee stock purchase plan
Company
First American Financial Group, Inc.
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2-10 employees
Funding
Current Stage
Early StageRecent News
Orange County Business Journal
2025-04-18
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