Financial Analyst Associate

AppleOne Employment Services; Temecula (CA); On-site; USD 52,000 - 70,000; Full time

Job summary

AppleOne Employment Services in Temecula is seeking a Financial Analyst Assistant to join a professional team. This role focuses on turning complex financial data into accurate reports while supporting analysts and project managers.

You’ll work with large Excel spreadsheets, perform reconciliations, prepare schedules, and research discrepancies. Strong analytical skills and attention to detail are essential, with comfort using SQL and Access for data pull and validation.

Qualifications

• 2+ years of experience in financial analysis, accounting, finance, data analysis, or a similar analytical role.
• Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, Statistics, or related field preferred.
• Strong to advanced Microsoft Excel skills.
• Experience with large data sets, reconciliations, financial reports, or databases.
• Strong mathematical and analytical skills.
• Ability to research information and identify inconsistencies or discrepancies.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication.
• Ability to prioritize multiple projects and meet deadlines.
• Comfortable learning new financial concepts, regulations, systems, and processes.
• Experience with SQL, Microsoft Access, government finance, municipal accounting, or public-sector finance is a plus.

Responsibilities

• Analyze, organize, and maintain financial and operational data.
• Work with large Excel spreadsheets and multiple data sources.
• Perform calculations, reconciliations, and financial tracking.
• Review historical and current financial information for accuracy and trends.
• Research discrepancies and identify potential issues before they become problems.
• Prepare reports, schedules, and supporting documentation.
• Maintain databases and ensure information is complete and accurate.
• Review financial and legal documentation and extract relevant information.
• Assist with projects involving taxes, assessments, fees, and other financial data.
• Communicate with clients and internal teams regarding data, reporting, and project needs.
• Manage multiple assignments and deadlines while maintaining a high level of accuracy.
• Perform quality-control reviews before reports and information are finalized.
• Support analysts and project managers with special projects and research.

Skills

Excel

SQL

Data analysis

Reconciliations

Financial reporting

Education

Bachelor's in Finance/Accounting

Tools

Microsoft Access

Job description

Are you strong with Excel, numbers, and detailed financial data? We are seeking a Financial Analyst Assistant to join a professional team in Temecula. This is an excellent opportunity for someone with experience in financial analysis, accounting, finance, data analysis, or a related field who enjoys working with numbers, researching discrepancies, and turning complex information into accurate, useful reports. In this role, you’ll work alongside experienced analysts and project managers supporting financial and administrative projects. The position combines Excel, financial tracking, data analysis, reconciliation, research, and client support and offers the opportunity to build valuable analytical experience in a specialized area of finance. We’re looking for someone who is analytical, highly detail-oriented, comfortable with numbers, and genuinely enjoys working in Excel.

Ideal qualifications

• 2+ years of experience in financial analysis, accounting, finance, data analysis, public administration, or a similar analytical role
• Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, Statistics, or a related field preferred; relevant experience may also be considered
• Strong to advanced Microsoft Excel skills
• Experience working with large data sets, reconciliations, financial reports, or databases
• Strong mathematical and analytical skills
• Ability to research information and identify inconsistencies or discrepancies
• Excellent attention to detail and organizational skills
• Strong written and verbal communication
• Ability to prioritize multiple projects and meet deadlines
• Comfortable learning new financial concepts, regulations, systems, and processes
• Experience with SQL, Microsoft Access, government finance, municipal accounting, special districts, assessments, or public-sector finance is a plus, but is not required for a strong analytical candidate

What you’ll be doing

• Analyze, organize, and maintain financial and operational data Work with large Excel spreadsheets and multiple data sources Perform calculations, reconciliations, and financial tracking
• Review historical and current financial information for accuracy and trends
• Research discrepancies and identify potential issues before they become problems
• Prepare reports, schedules, and supporting documentation
• Maintain databases and ensure information is complete and accurate
• Review financial and legal documentation and extract relevant information
• Assist with projects involving taxes, assessments, fees, and other financial data
• Communicate with clients and internal teams regarding data, reporting, and project needs
• Manage multiple assignments and deadlines while maintaining a high level of accuracy
• Perform quality-control reviews before reports and information are finalized
• Support analysts and project managers with special projects and research

Benefits

For temporary assignments lasting 13 weeks or longer, major medical, dental, vision, 401k and any statutory sick pay where required.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.