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Senior Asset Analyst

Newport Beach, CA 92660

Posted: 02/24/2026 Job Titles: FIN - Sr. Financial Analyst Job Number: 5700 Pay Rate: 140,000

Job Description


Our client is a growing Capital Acquisition firm that has added a new position due to growth. This exciting role will be strategic in forming processes for FP&A, and building financial models to support financing and asset management. Additionally, this reports to the VP of Finance so the expectation is for this position to grow with the organization into leadership. 

POSITION SUMMARY:
  • Strong project management and leadership skills
  • Prepares and analyzes consolidated reporting at all levels of the organization on actuals, forecasts and prior fiscal year
  • Conducts thorough research and analysis of variances to ensure data accuracy
  • Responsible for developing financial modeling, financial statement analysis, decision modeling, reporting and ad-hoc analysis to support strategic initiatives
  • Performs financial periodic and quarterly forecasts, the annual budgeting processes, operating plans variance analysis and special projects
  • Analyzes current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures
  • Monitors performance indicators, highlighting trends and analyzing causes of unexpected variances
  • Assists in the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools
  • Analyzes actual operating results and identifies key financial and operating issues to be addressed; quantifies actual results versus projections
  • Prepares financial projections and formal written proposals as required for presentation to Sr. Management



FACTORS FOR SUCCESS:
  • Bachelor’s Degree in Finance, Economics, or Accounting
  • CFA a strong plus
  • Approximately 4-6 years of any combination of experience and/or education, that demonstrates a commanding knowledge in corporate finance
  • Advanced knowledge in Microsoft Office Suite (with expertise in Excel); Ability to develop financial models of high complexity
  • Experience in preparing budgets/forecasts and working directly with business unit partners on developing strategy and variance analysis to forecast
  • Exposure to Hyperion Essbase and Planning a plus
  • Experience supporting a financial service environment including: capital leasing, real estate, or financial services a plus

Job Requirements

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Meet Your Recruiter

Kyle Sakata
Manager, Executive Search

Kyle Sakata is a seasoned executive recruiter with over 20 years’ experience recruiting accounting and finance talent in southern California. His executive search practice spans multiple industries including investment management, real estate, technology, and consumer products. Kyle has a thorough foundation in technical recruiting, leaning into his early career as a Controller. This enables him to source highly specialized candidates, accurately assessing and describing the nuances of each role to attract top candidates and skillfully showcasing the skillsets of exceptional talent to premier organizations. He has a bachelor’s degree in finance from California State University at Long Beach.

In his spare time, Kyle is an accomplished surfer who loves exploring local beaches with his two daughters.

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