A leading aerospace technology company in California is looking for a Financial Planning & Analysis (FP&A) Analyst III. This role involves preparing financial analysis, budgets, and forecasts while supporting business planning. Candidates should have 5-8 years of relevant experience, a Bachelor's degree in Finance or Accounting, and strong analytical and communication skills. The salary range is $88,000 - $124,740 with a comprehensive benefits package.
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$88k-124.7k yearly 1d ago
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Associate, Investments
Clairmont Capital Group
Finance advisor job in Los Angeles, CA
Clairmont Capital Group (“Clairmont”; the “Firm”) is a Los Angeles-based, multi-strategy Real Estate Private Equity firm that specializes in general partnership (“GP”) equity co-investments with best-in-class real estate sponsors and institutional equity partners across major, demographic-driven sectors throughout the US, UK and Europe. Through actively managed funds and separate accounts, Clairmont also focuses on platform-level investing as well as Tax-Advantaged investing. The firm is actively seeking to expand its market share and breadth of product offerings while maintaining focus on niche, dislocated, inefficient sectors
Position Summary:
Clairmont Capital Group is seeking an Associate to join its investment team and contribute across the full investment lifecycle. The Associate will play a key role in sourcing, evaluating, underwriting, and executing new investment opportunities across multiple real estate sectors, as well as supporting portfolio management and strategy setting initiatives.
Working closely with the Director of Investments and a lean team of senior professionals, the Associate will be actively involved in financial modeling, deal diligence, market/sector research, and investment memo preparation. The role also includes supporting portfolio analytics, investor reporting, and the firm's broader strategic initiatives.
This position is ideal for a motivated self‑starter who thrives in a dynamic, fast-paced entrepreneurial environment and seeks broader exposure within the real estate private equity industry.
Qualifications / Requirements:
2 - 5 years of relevant experience in investment banking, private real estate investing, leveraged finance, or another analytical, transaction-focused role
Strong financial modeling skills, with the ability to build, audit, and maintain complex underwriting models
Experience supporting due diligence processes, including market research, operating partner engagement, and review of third‑party reports
Experience in executing private equity and/or debt real estate investments
Comfort working across multiple workstreams ranging from new deal evaluation to broader sector/market related research
Excellent written and verbal communication skills, with the ability to synthesize complex information clearly and concisely
Strong work ethic, high degree of initiative, intellectual curiosity, and the ability to thrive in a small-team environment
Personal qualities of integrity, reliability, and strong professional judgment
Strong attention to detail, organizational skills, and the ability to proactively manage deadlines
What We Offer
Clairmont offers an opportunity to join a dynamic, collegial, and entrepreneurial firm that is enthusiastically committed to the personal and professional growth of its team members. We strive to maintain a positive, highly motivating work environment, where colleagues prioritize collaboration, integrity and
genuinely
enjoy working with one another
.
The company offers a compelling benefits package, including:
Strong team culture set in a favorable “work hard, play hard” environment
Competitive compensation package, commensurate with relevant prior work experience
Health insurance (Medical + Dental + Vision)
401(k) + company matching
Unlimited Paid Time Off (PTO) program
Mentorship/rigorous training by industry veterans
Clairmont Capital Group is an equal opportunity employer. We encourage candidates from all backgrounds to apply.
$93k-166k yearly est. 3d ago
Investment Associate
RETS Associates
Finance advisor job in Los Angeles, CA
RETS Associates, on behalf of our client, a commercial real estate private equity firm, is seeking an Investment Analyst or Associate in Century City, CA. This role will support the Investments team in evaluating and underwriting potential investments, conducting due diligence, crafting presentation materials, aiding development efforts, developing monthly and quarterly reports for existing investments including updating financial models and managing assets within our portfolio. The firm invests across the capital stack, has significant dry powder, and a stellar track record. This positions is in their office 5 days in Century City, CA.
Responsibilities
Underwrite acquisition and development opportunities using complex Excel based financial models
Create complex, Excel-based acquisition and development cash flow models for the evaluation of potential investment opportunities.
Support due diligence, investment memoranda, and Investment Committee materials
Assist with transaction execution and closings
Asset manage existing portfolio investments including recapitalizations and dispositions
Analyze operating performance, lease structures, market data, and exit scenarios across multiple asset classes
Prepare monthly and quarterly portfolio reporting and cash flow projections
Partner with internal teams to integrate budgets and schedules into financial models
Qualifications
1 to 4 years of real estate investments / acquisitions experience
Bachelor's degree required; Real Estate or Finance preferred
Strong financial modeling and underwriting skills
Detail oriented, self motivated, and team focused
$93k-166k yearly est. 4d ago
Investment Sales Analyst + Jr. Broker | Investment Property Group
Zacuto Group
Finance advisor job in Santa Monica, CA
Zacuto Group, a highly active Commercial Real Estate Brokerage headquartered in Santa Monica serving the greater Los Angeles Area. We are looking to immediately add an
Analyst / Jr. Broker
to work with our Investment real estate practice group on expanding market share for sales transactions. This is a hybrid salary + commission role that will provide base compensation for supporting a Senior Vice President and unlimited commission upside.
The ideal candidate should have prior experience in real estate underwriting, strong verbal and written skills, an interest in sales and the commercial real estate industry. This is an excellent opportunity for a motivated individual who is driven and looking to succeed in a growth-oriented role.
Candidates should have a solid educational foundation, be self-starters, hardworking, persistent, and motivated to excel. Our leadership team will provide play by play deal support and guidance while providing top-of-the-line tools to help accomplish client objectives, win assignments, and close transactions.
Candidates should be well spoken, comfortable with a client facing role, possess superior organization skills, and thrive in a modern open office environment.
Investment Real Estate Expertise
Supporting the valuation process, creating spreadsheets and preparing financial analysis
Conducting research on comps and similar data
Creating pitch presentations for new listings
Scheduling inspections and managing due diligence
Drafting letters of intent / purchase and sales agreements
Drafting correspondence
Overseeing transactions through to closing including reviewing written agreements
Showing properties
Sales
Making introduction calls (Cold Calls and Warm Calls) to potential new clients
Supporting the Senior Vice President with his pipeline of potential new clients
Managing marketing processes to support the sales process
Project Management
Managing deal-flow in Salesforce
Ensuring that deadlines are met
Tracking and monitoring negotiations
Seeing tasks through to completion
Core daily functions will include:
Project Management
Sales
Operations Support
Required Skills and Experience
~ 4 Year Bachelor's Degree
~ Mastery of Microsoft Office, especially Outlook, Word, and Excel
~ Candidates are expected to obtain a California Real Estate Agents license if they do not already have one.
Our firm is growth oriented and it is central to our plans for qualified candidates to grow within our organization.
$71k-127k yearly est. 1d ago
Part Time Financial Administrative Representative
APR Consulting 4.6
Finance advisor job in Los Angeles, CA
Type: Contract
Job #86226
APR Consulting, Inc. has been engaged to identify an ER Financial Representative ER Financial Representative
Pay Rate: $24.57/hr
Duration: 13 weeks
Expected Shift: 5:00 PM- 1:30 AM Part Time Includes weekends (3 days in a week)
Training: Day Shift Monday to Friday (1-2 weeks)
POSITION SUMMARY
The Emergency Financial Representative is responsible for ensuring reimbursement to client from patients or other responsible parties along with assisting patients in understanding their health care insurance coverage by determining eligibility, benefits and utilization requirements.
The Emergency Financial Representative is responsible for up-front POS collections, along with financially securing patients accounts by setting up appropriate financial arrangements with patients to avoid bad debt.
The Emergency Financial Representative when appropriate assists patients in accessing programs such as Medi-Cal, Uncompensated Care, and Hospital Presumptive Eligibility. Emergency Financial Representative will focus on individual performance in registration and financial counseling, Key Performance Indicators and expediting approvals by gathering and completing forms before the patient is discharged from the Emergency department. Emergency Financial Representative will continue to enhance their registration and the fundamental financial knowledge and skill set required and expected of this role, which is inclusive of the diverse financial programs offered at PIH Health. The Emergency Financial Representative's interaction with patients will only transpire after a medical screening exam has been performed. All patients are seen regardless of their insurance coverage or their ability to pay. The Emergency Financial Representative will complete the comprehensive training program and certification as required to facilitate eligibility for Hospital Presumptive Eligibility qualifications when necessary.
SPECIFIC SKILLS NEEDED
Demonstrates a clear understanding of PIH Health mission and values
Ability to work directly with the insurance company, healthcare provider, and patients
Ability to generate revenue with POS collections, establishing payment arrangements, along with collecting on all Self-Pay and/or high liability accounts at the point of registration.
EMTALA knowledge and experience
Demonstrates attention to detail and follow up process
Demonstrates ability to communicate effectively and tactfully with patients, healthcare providers and insurance companies
Excellent English reading, comprehension and written skills to include spelling skills and penmanship
Excellent Mathematical skills; ability to calculate copay or percentage of financial estimate amount due and/or establish payment arrangements accurately.
Ability to follow directions as outlined in policies or given by supervisor
Strong computer skills to include typing 45+ wpm minimum and in MS office programs
Excellent organizational skills
Ability to exercise independent judgment at times of need and emergency situations
Bilingual preferred
Interacts with all levels of hospital and outside vendor staff and knowledge of government regulations
Ability to multi-task in a fast and high pressure environment Stringent adherence to all
privacy policies and procedures and as required by state and federal law including and not limited to the HIPPA Security and Privacy Rules
Strong analytical skills, problem solving. The ability to act and decide accordingly.
EDUCATION/EXPERIENCE/TRAINING
Required
• Minimum of two (2) year experience in front office/medical billing and/or current hospital registration/admitting
• Minimum of two (2) year experience in insurance verification and/or medical/hospital billing.
• High school graduate required or equivalent
• Knowledge of eligibility requirements for Medi-Cal, Hospital Presumptive Eligibility Program, Medicare, Covered California, Cobra, limited benefit plans, VVC and Uncompensated Care Programs. IPA knowledge
• Medical terminology
• Non-Violent Crisis Intervention (NCI) Certification within three (3) months of hire date
• LA City Fire Card within 2 week of employment (PIHGS Only)
Preferred:
• Evidence of continuing education in Finance, Accounting or Business Administration
Our client is the one of the largest Healthcare Staffing Provider in the United States, to be assigned at one of their affiliated hospitals/healthcare facilities.
This particular client is requiring that all new hires show proof of vaccination. However, accommodations may be made for those with disabilities or religious reasons who cannot obtain a vaccine.
Since 1980 APR Consulting, Inc. has provided professional recruiting and contingent workforce solutions to a diverse mix of clients, industries, and skill sets nationwide.
$24.6 hourly 2d ago
Wealth Advisor - Greater Irvine/Orange County Area
Banktalent HQ
Finance advisor job in Irvine, CA
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.
We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Irvine/Southern California marketplace. We are open to advisors within the greater Orange County Area. At California Bank & Trust, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes:
Retail Bankers
Community/Business Bankers
Private Bankers
Commercial Bankers
Investment Management Portfolio Managers/Advanced Planning Professionals
As a Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients.
Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients.
Qualifications:
To excel in this role, candidates should meet the following criteria:
Requires a Bachelor's degree
A minimum of 5 years of directly related experience, 10+ years preferred.
A combination of education and experience may meet the requirements.
Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance.
A CFP certification is highly preferred.
Exhibit proficiency in using computers and relevant software.
Display excellent verbal and written communication abilities.
Showcase exceptional analytical and presentation skills.
Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
Process a keen understanding of financial planning.
This position is eligible to earn a base salary of $75,000-$125,000 depending on job-related factors such as level of experience and location, plus participation in the commission plan that will be discussed as part of the hiring process.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
$75k-125k yearly 3d ago
Financial Advisor
Cathay Bank-Headquarters 4.4
Finance advisor job in San Gabriel, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance with audit and regulatory standards.
ESSENTIAL FUNCTIONS
Pro-actively develops a client base to which appropriate wealth management products can be sold.
Collects and analyzes information regarding the customer risk tolerance, long and short term goals, income, assets, investments and debts; determines which financial products best meet the customer needs and financial circumstances.
Advises the customer regarding the advantages, risks, and disadvantages of different financial products
Markets, services, or promotes financial products.
Develops internal referral resources to identify existing customers
Identifies external prospects and builds new client relationships, including participating in joint calls with Branch Managers, Lenders, etc. to further expand relationships.
Represent the bank by participating in local professional and community associations and their networking activities to develop self-sourced business.
Identifies cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
Understands and complies with all aspects of bank and Cetera Investment Services LLC policies and practices, laws and regulations governing the duties and responsibilities of product sales.
Ensures products sold are suitable for client's risk tolerance and other appropriate factors.
Maintains all necessary licenses and registrations as required.
Keeps abreast of product knowledge.
Successfully completes all mandatory training assigned in a timely manner.
Maintains superior and courteous service to promote products and expand customer relationships.
Exceeds customer expectations in terms of accuracy, efficiency, courtesy and professionalism
Ensures branch or work area is maintained in accordance with Cathay Bank and Networked B/D standards.
QUALIFICATIONS
* Education: College degree preferred. Appropriate State(s) Life & Health Insurance License(s). FINRA Series 7. FINRA Series 63 and 65 (or 66) required at the time of hire, or must be obtained within 90 days of hire.
* Experience: 2+ years of experience in financial related product sales, service, and advising.
* Language: Fluency in English and Chinese (Mandarin or Cantonese).
* Skills/Ability: Strong sales, marketing, and business development skills. Ability in managing various situations/issues with customers (good problem resolution skills). Team oriented, and must have high standard of integrity and work ethics. Ability to work in a fast paced, demanding environment.
OTHER DETAILS
$68,640 + commission
Pay determined based on job-related knowledge, skills, experience, and location.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
NO OUT OF STATE CANDIDATES PLEASE - YOU MUST LIVE WITHIN A COMMUTABLE DISTANCE TO COSTA MESA, CA - THIS IS AN ON-SITE POSITION. THANK YOU.
At The Mogharebi Group (TMG), we take a partnership approach to our work, prioritizing understanding our clients' businesses and goals before developing tailored solutions. Our focus is on building long-term relationships and value creation, not just transactions. Through leveraging TMG's shared knowledge, clients sell and purchase multifamily assets with certainty.
Role Description
We are seeking a skilled
Multifamily Commercial Real Estate
Financial/Investment Analyst /Underwriter to join our team. In this position, you will play a crucial role in analyzing real estate investments and providing valuable insights to support our Sales Advisors in the representation of Multifamily property owners.
Responsibilities:
- Evaluate financial performance of multifamily real estate assets
- Collaborate with the team to assess potential real estate acquisitions and dispositions
- Analyze loan processing and underwriting procedures
- Utilize financial acumen to interpret and present data effectively
- Collect, organize, and maintain data related to real estate investments
- Generate reports and presentations on financial analysis findings
Experience:
The ideal candidate must possess the following skills:
- 2+ years' on-the-job experience evaluating and underwriting Multifamily properties (this is critical)
- Experience valuating market rate deals with some affordable knowledge a plus
- Strong mathematical and Excel skills
- Proficiency in quantitative research techniques
- Familiarity with underwriting processes from the brokerage side
- Solid financial acumen and understanding of financial concepts
- Ability to collect and analyze data for informed decision-making
Experience in Affordable Housing programs and how they affect financial analysis, LIHTC, SEC. 8, HUD, TCAC, HAP, etc., is a plus!
Joining our team as a skilled Real Estate Analyst on the brokerage side offers an exciting opportunity to work in a dynamic environment where your analytical skills will be valued and further developed.
Benefits:
401(k)
Health, dental and vision insurance
15 days paid time off, 10 holidays observed
Weekly Schedule: 1 day remote, 4 days in-office in Costa Mesa, CA
$59k-88k yearly est. 4d ago
Financial Analyst - Real Estate Acquisitions & Asset Management
La Placa Group
Finance advisor job in Newport Beach, CA
La Placa Group is a privately held, entrepreneurial real estate investment company based in Southern California. With roots in custom home building and residential redevelopment, we have evolved into a diversified investment platform focused on distressed residential acquisitions and the strategic growth of our rental portfolio, with a long-term objective of scaling into small to mid-sized multifamily assets.
We operate as a lean, fast-moving team where accountability is high, decision-making is direct, and execution matters.
The Role
We are looking for a dynamic, driven professional who wants to grow with our company and make a meaningful impact within a small but scaling team. This is a role for someone with grit, attention to detail, and an ownership mindset-someone who isn't afraid to jump in, take responsibility, and move quickly.
As a Financial Analyst - Acquisitions & Asset Management, you will work directly with one of the firm's partners and play a critical role in identifying, underwriting, and prioritizing investment opportunities that align with our investment goals.
Your job is to sift through a large volume of opportunities from multiple deal sources, elevate the highest-priority opportunities, and help drive them toward execution. Speed, judgment, follow-up, and consistency are essential.
This is not a corporate or siloed analyst role. You will interface directly with ownership, internal team members, and external professionals, and your work will have a visible impact on the business.
What You'll Be Doing
Acquisitions & Underwriting
Underwrite and screen a high volume of incoming deals across multiple sources
Identify which opportunities fit our buy box and warrant offer submission
Underwrite fix & flip, buy & hold, and small to mid-sized multifamily opportunities
Perform scenario analysis to evaluate risk, returns, and execution strategy
Audit, maintain, and continuously improve the company's proforma and underwriting models
Support due diligence and acquisition execution with escrow, title, lenders, agents, and partners
Deal Flow & Relationship Management
Proactively follow up with wholesalers, brokers, and agents who provide deal flow
Build rapport and maintain strong relationships with key deal sources
Consistently promote the La Placa Group brand to keep deal flow active and top-of-funnel
Take a hunter mentality toward keeping the pipeline full and relevant
Asset Management & Reporting
Maintain a real-time pulse on all active fix & flip, buy & hold, and rental assets
Track project timelines, budgets, and execution milestones
Provide weekly reporting to senior management on project status, priorities, and risks
Ensure momentum and accountability across the lifecycle of each investment
Any ad-hoc reporting / analysis requested from senior management
What We're Looking For
Bachelor's degree in Finance, Real Estate, Business, or related field
1-2+ years of real estate financial analysis or underwriting experience
Multifamily underwriting experience is a plus
Strong Excel & financial modeling skills
Ability to move quickly while maintaining accuracy
Highly organized with strong follow-through
Get-it-done mentality with a strong sense of responsibility
Ownership mindset-you treat the work like it's your own capital
Coachable, team-oriented, and adaptable in a fast-paced environment
What We Offer
Competitive pay: $60,000-$72,000/year (DOE)
Health insurance
401(k)
Paid time off
Opportunities for career growth and leadership within a rapidly expanding real estate group
Collaborative, supportive environment where your work has a direct and visible impact
Schedule & Location
Full-Time, Monday-Friday
8-hour in-person schedule
Newport Beach office
$60k-72k yearly 4d ago
Corporate Financial Analyst
First Legal Network LLC 3.9
Finance advisor job in Monterey Park, CA
The Corporate Financial Analyst is responsible for supporting financial planning, budgeting, forecasting, and reporting activities. The ideal candidate has 2-3 years of experience in financial analysis, strong Excel modeling skills, hands-on experience with financial reporting tools and comfortable working with large datasets. This is a high-visibility role that will partner with division leaders to drive financial insights and support decision-making.
Job Duties:
Assist in the development of annual budgets, forecasts, and long-range financial plans.
Build, maintain, and improve financial models to support scenario analysis, cost-benefit evaluations, and ad hoc decision support.
Prepare, analyze, and distribute monthly financial reports, including variance analysis to budget and forecast.
Lead and facilitate financial statement review meetings with Division leaders; communicate insights, risks, and opportunities.
Design and enhance standard and custom financial reports within reporting platforms.
Conduct in-depth research to explain variances in revenue, expenses, and operational KPIs.
Collaborate with cross-functional partners to collect data, validate assumptions, and ensure accuracy of financial information.
Support continuous improvement of FP&A processes, tools, and templates.
Job Qualifications:
2-3 years of experience in FP&A, corporate finance, or similar analytical role.
Strong proficiency in Microsoft Excel, including SumIfs, Index/Match, XLOOKUP, IF/THEN statements, pivot tables, and advanced formulas.
Demonstrated experience in financial modeling (revenue modeling, cost analysis, scenario modeling, etc.).
Solid understanding of budgeting, forecasting, and variance analysis.
Ability to effectively communicate financial insights to non-financial stakeholders.
Hands-on experience with financial reporting or performance management software, such as:
DataRails
Vena Solutions
Workday Adaptive Planning (or comparable tools)
Schedule/Location:
Hours: Monday-Friday 8:00am-5:00pm
Remote - Monterey Park, CA
Benefits Offered:
Medical, Dental, and Vision coverage
401k
Paid Time Off (PTO)
Internet Stipend for remote workers
And much more!
About First Legal:
We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law. First Legal is the first truly comprehensive File Thru Trial™ solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.
JobID: 210682426 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $175,000.00-$225,000.00 We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer & Retail team
Job Summary
As an Associate in our Consumer & Retail group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including Discounted Cash Flow, trading comparables, transaction comparables and Leveraged Buyout analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role
* Bachelor's Degree required, preferably in accounting, finance, economics or a related field
* Strong quantitative and financial analysis skills required
* Understanding of the transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
$175k-225k yearly Auto-Apply 60d+ ago
2027 Guggenheim Securities Investment Banking Summer Analyst - Los Angeles Industrials
Guggenheim Partners 4.2
Finance advisor job in Los Angeles, CA
Guggenheim Securities ("GS") is seeking exceptional Interns to join its Industrials Investment Banking team in Los Angeles. The Los Angeles Industrials team, which has a focus on Aerospace & Defense, is a rapidly growing and critically important strategic initiative for Guggenheim Securities ("GS"). Our Interns play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond.
Interns will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives.
In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.
Essential Job Functions
* Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants
* Assist in the design and development of complex financial models and valuation analysis
* Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks
* Perform client due diligence, prepare information memoranda and other transaction-related documentation
* Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm
* Conduct competitive research, including identifying sector and industry trends
* Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership
Preferred Qualifications
* Prior internship experience in investment banking, accounting, consulting, private equity, hedge fund or corporate finance is a plus
* Familiarity with MS Excel, MS PowerPoint and MS Word
* Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
* Highly organized, with the initiative and ability to work with limited supervision
* Excellent analytical skills and attention to detail
* Strong written and oral communication skills
* Effective process management abilities
Basic Qualifications
* Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028
Work Location
* Currently, this role is expected to be in the Los Angeles office at least 4 days per week.
Salary
* A salary based on an annual rate of $110,000 per year
* The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
$110k yearly Auto-Apply 16d ago
Analyst, Corporate Strategy & Development
Rxsight 3.4
Finance advisor job in Aliso Viejo, CA
RxSight is an ophthalmic medical technology corporation headquartered in Aliso Viejo, California that has commercialized the world's first and only adjustable intraocular lens (IOL) that is customized after cataract surgery. The company's mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to achieve optimized results for every unique eye.
OVERVIEW:
The Analyst, Corporate Strategy & Development will support RxSight's enterprise strategy and corporate development initiatives, working directly with the Senior Manager, Corporate Strategy & Development and in close partnership with senior leaders across the organization.
This role supports RxSight's most important strategic and growth initiatives, providing direct exposure to enterprise strategy development and cross-functional execution. The Analyst will deliver rigorous analysis, financial and strategic modeling, and executive-ready materials that inform senior leadership decision-making.
The position is well-suited for an early-career professional with a consulting or investment banking mindset who is seeking accelerated responsibility, broad strategic exposure, and hands-on experience supporting both long-term strategy and transaction-related initiatives within a growing MedTech company.
Requirements
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Corporate Development
Support the end-to-end lifecycle of corporate development initiatives.
Assist in the evaluation of partnerships, licensing opportunities, collaborations, and other growth initiatives across U.S. and international markets.
Conduct detailed commercial, market, and strategic analyses, including market sizing, unmet need, competitive dynamics, and strategic fit assessments.
Coordinate and support cross-functional diligence efforts in partnership with Legal, Finance, R&D, Commercial, Regulatory, and external advisors.
Build financial models and business cases to assess valuation, ROI, risk, and strategic impact of potential opportunities.
Support preparation of internal materials, decision memoranda, and executive updates used in investment and partnership decisions.
Corporate Strategy
Support RxSight's enterprise and functional strategic planning processes, including enterprise strategy development, market entry evaluation, and portfolio expansion initiatives.
Provide high-leverage analytical and execution support to the Senior Manager and senior executives on high-priority strategic initiatives.
Partner cross-functionally with Commercial, R&D, Finance, and Operations teams to drive alignment and execution of strategic priorities.
Coordinate and synthesize cross-functional inputs to support executive decision-making, including preparation of executive and Board of Directors strategy materials related to enterprise strategy and corporate development initiatives.
Build dashboards and track progress, key milestones, risks, and interdependencies across strategic initiatives to support execution discipline and accountability.
Conduct structured analyses of industry trends, competitive dynamics, and strategic opportunities relevant to RxSight's long-term objectives.
Build financial, strategic, and scenario models to support prioritization, resource allocation, and strategic decision-making.
Synthesize complex qualitative and quantitative insights into clear, concise, executive-ready presentations for senior leadership.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
Strong analytical and problem-solving skills with the ability to structure ambiguous, open-ended strategic problems.
Solid understanding of core business, strategy, and finance concepts, including market analysis, valuation, ROI, and scenario modeling.
Ability to synthesize complex information into concise, executive-level recommendations.
Strong financial acumen and comfort building and interpreting financial models.
Excellent written and verbal communication skills, particularly in developing high-quality PowerPoint presentations.
High attention to detail, strong ownership mindset, and ability to manage multiple workstreams simultaneously.
Strong interpersonal skills and comfort working cross-functionally with senior leaders.
Professional judgment and discretion when handling sensitive strategic and transactional information.
SUPERVISORY RESPONSIBILITIES:
This role does not supervise others but works closely with senior leaders and cross-functional teams across the organization.
EDUCATION, EXPERIENCE, and TRAINING:
Bachelor's degree in Business, Economics, Finance, Engineering, Life Sciences, or a related analytical discipline, with a strong academic record demonstrating analytical rigor.
1-4 years of relevant experience in management consulting, investment banking, corporate strategy, corporate development, equity research, or related analytical roles (including internships or rotational programs).
Healthcare, MedTech, or life sciences experience preferred but not required.
Demonstrated leadership, initiative, and intellectual curiosity through academic, professional, or extracurricular activities.
CERTIFICATES, LICENSES, REGISTRATIONS:
None required
COMPUTER SKILLS:
Advanced proficiency in Microsoft Excel, including financial modeling and scenario analysis.
Advanced proficiency in Microsoft PowerPoint
Proficiency in Microsoft Word.
Familiarity with data visualization or analytics tools (e.g., Tableau, Power BI) a plus.
PERFORMANCE METRICS:
Quality, rigor, and timeliness of strategic and corporate development analyses.
Accuracy and clarity of financial models and investment analyses.
Quality and effectiveness of executive-level presentations and written materials.
Contribution to evaluation and execution of corporate strategy and development initiatives.
Ability to manage multiple priorities while maintaining high standards of work quality.
Effectiveness of cross-functional collaboration and responsiveness to leadership needs.
Demonstrated growth in strategic thinking, judgment, and ownership over time.
Notice to Staffing Agencies and Search Firms:
RxSight does not accept unsolicited resumes or candidate submissions from staffing agencies or search firms for any employment opportunities. All agency engagements must be authorized in writing for a specific position by RxSight's Talent Acquisition department. Any resumes or candidate information submitted without such specific engagement will be considered unsolicited and the property of RxSight. No fees will be paid in the event a candidate is hired under these circumstances.
Salary Description $85,000 To $120,000 Per Year
$85k-120k yearly 1d ago
Corporate Finance Crypto Analyst, Capital Markets
Faraday Future 3.9
Finance advisor job in Gardena, CA
The Company:
Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact.
The Corporate Finance & Crypto Analyst of Capital Markets is responsible for supporting and managing full cycle execution across our crypto (C10) strategy, capital work including equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines crypto and capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams.
Responsibilities:
Capital Markets Execution:
Support operational execution of crypto, equity and debt financings, and structured capital raises.
Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements.
Manage closing deliverables and post-deal investor transactions; serve as one of the primary interface with investors to ensure smooth and timely execution.
Track and maintain detailed financing schedules and documentation.
Maintain relationships and ongoing engagement with investment banks.
Investor Relations:
Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases.
Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics.
Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments.
Monitor and analyze stock performance, trading activity, and market sentiment.
Maintain and regularly update the investor relations (IR) website.
Regulatory & Compliance Support:
Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings.
Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions.
Cross-Functional Leadership:
Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams.
Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements.
Contribute to long-term capital planning and financial strategy development in partnership with the executive team.
Basic Qualifications
Bachelor's degree in Finance, Accounting, Business, or related field. CPA, CFA, or MBA preferred.
5+ years of experience in crypto, capital markets, investor relations, investment banking, or corporate finance.
Proven experience executing debt and equity financing transactions and managing investor-facing communications.
Strong understanding of SEC filings, public company reporting, and capital structure mechanics.
Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines.
Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR).
A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision
Excellent communication skills and team-working tendencies
A penchant for multi-tasking and self-starting
A genuine fascination for the crypto field and a commitment to global change
Annual Salary Range:
($86K - $105K DOE), plus benefits and incentive plans
Perks + Benefits
Healthcare + dental + vision benefits (Free for you/discounted for family)
Casual dress code + relaxed work environment
Culturally diverse, progressive atmosphere
Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
$86k-105k yearly Auto-Apply 17d ago
2026 Summer Intern - Finance & Accounting Analyst
Pacific Investment Management Co 4.9
Finance advisor job in Newport Beach, CA
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
2026 Summer Internship - Finance & Accounting Analyst, US
Internship positions are located at PIMCO's Newport Beach, CA Headquarters.
You're eligible to apply if you:
Pursuing an undergraduate degree
Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027
Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
Are business proficient in English
You'll excel as a Finance & Accounting Analyst if you:
Possess knowledge of accounting, finance, audit, and tax principles
Have effective analytical, critical thinking, and problem solving skills
Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely.
Demonstrate proficiency with Microsoft Excel
Possess excellent verbal and written communication skills
Have a desire to join a high performance, fast-paced culture
Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker
See yourself as a Finance & Accounting Analyst
The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world.
You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office.
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program
During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
Join us for a variety of cross-divisional education, networking & social events!
Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
Want to learn more? Hear about The PIMCO Internship Experience from past interns
As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
After we receive your application, we will conduct an initial review of your resume
If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
If you are chosen to proceed after the video interview, you will then take an assessment
Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ********************************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 34.61
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Type: Contract
Job #85924
APR Consulting, Inc. has been engaged to identify a Financial Administrative Representative (Part time) Position: Financial Administrative Representative (Part time)
Pay Rate: $24.50/hr
Duration: 13 weeks
This shift would require working every Saturday, Sunday, and Monday.
09:00am - 05:30pm -this position is every weekend and 1 shift during each week
JOB SUMMARY
PLEASE NOTE THAT ORIENTATION HOURS MAY DIFFER FROM SHIFT TIMES
POSITION SUMMARY
Enables patients to secure access to care at PIH Health facilities by performing all tasks related to registration and pre-registration of outpatient and inpatient accounts. Calculates and secures patient liability, including copayments, coinsurance and deductibles in an efficient, accurate and hospitable manner to ensure that the patient, physician and hospital's needs are.
EDUCATION/EXPERIENCE/TRAINING
REQUIRED
• 2+ yrs experience in front office/medical billing and/or current hospital registration/admitting *** MUST have SOME registration experience ***
• 2+ yrs experience in insurance verification and/or medical/hospital billing.
• High school graduate required or equivalent
• Knowledge of eligibility requirements for Medi-Cal, Hospital Presumptive Eligibility Program, Medicare, Covered California,
• Cobra, limited benefit plans, VVC and Uncompensated Care Programs.
• IPA and EMTALA knowledge an experience
• Stringent adherence to all HIPAA laws
• Medical terminology
• Strong typing skills 45 and up wpm is required
• Non-Violent Crisis Intervention (NCI) Certification within three (3) months of hire date
• LA City Fire Card within six (6) months of employment (PIHGS Only)
PREFERRED
• Evidence of continuing education in Finance, Accounting or Business Administration
• Bilingual
PRODUCTIVITY: Completes a minimum of 20 registrations but strives for up to 30+ registrations per 8 hr shift which includes scanning documents, insurance verification and securing upfront collections. Verifies patients are appropriately medically screened and stabilized before Consent of Admissions is signed/discussed and or liability is requested.
ADDITIONAL SKILLS NEEDED
• Must have excellent written and verbal communication skills to communicate effectively with staff, patients, guarantors,
insurance companies, and physicians.
• Demonstrated attention to detail; Good English speaking, spelling, reading and Mathematical skills required
• Demonstrate ability to learn quickly, and follow directions as outlined in policies or given by Supervisor
• Strong Computer skills and Knowledge in Word, Excel and ability to maneuver through multiple screens in a timely
manner
• Ability to multi-task in a fast and high pressured environment
• Strong analytical skills, problem solving. The ability to act and decide accordingly.
• Excellent Customer service and phone skills with a background in the medical industry
• Ability to travel to off-site locations (Outpatient only)
No RTO the first two weeks of an assignment
Please Note: Once RTO is submitted, this cannot be changed unless it's to cancel time requested - ensure that you have confirmed all dates needed off for the full 13 week contract
Our client is the one of the largest Healthcare Staffing Provider in the United States, to be assigned at one of their affiliated hospitals/healthcare facilities.
This particular client is requiring that all new hires show proof of vaccination. However, accommodations may be made for those with disabilities or religious reasons who cannot obtain a vaccine.
Since 1980 APR Consulting, Inc. has provided professional recruiting and contingent workforce solutions to a diverse mix of clients, industries, and skill sets nationwide.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Don't miss out on this amazing opportunity! If you feel your experience is a match for this position please apply today and join our team. We look forward to working with you!
$24.5 hourly 2d ago
Assistant to Financial Advisor
Cathay Bank-Headquarters 4.4
Finance advisor job in Arcadia, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
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Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Assist FinancialAdvisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to FinancialAdvisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing FinancialAdvisor's calendar, and other projects as assigned. Act as a liaison between the client, FinancialAdvisor, and back office.
ESSENTIAL FUNCTIONS
Answer telephone calls (responding, screening, and delegating calls as appropriate), and provide other assistance to callers if possible.
Manage FinancialAdvisor's calendar and schedule appointments.
Arrange customer seminars and branch employee training.
Assist in coordinating activities, prepare presentation materials, and support FinancialAdvisor for business-related functions.
Prepare requested reports.
Process documents, open client account, and upload to Smartworks Docupace.
Assist FinancialAdvisor in marketing activities, use MarketingCentral and maintain client relationship management database.
Establish and maintain customer files.
Help FinancialAdvisor prepare for auditing.
QUALIFICATIONS
* Education: College degree with business classes preferred but not mandatory.
* Experience: 2-5 years of applicable administrative experience required.
* Skills/Ability: Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook); strong communication and presentation skills; excellent follow-up and organizational skills; ability to work successfully both independently and as a team player. Be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills.
OTHER DETAILS
Without License: $20.00 - $21.63 / hour
With License: $21.64-$25.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer & Retail team
As an Associate in our Consumer & Retail group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
Develop content for strategic meetings with clients regarding M&A or capital market transactions
Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
Defining, guiding and reviewing detailed valuation analysis, including Discounted Cash Flow, trading comparables, transaction comparables and Leveraged Buyout analyses
Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
Provide leadership, mentorship and supervision to Associates and Analysts
Participate in graduate recruiting
Required qualifications, capabilities, and skills
Prior work experience in an investment banking front office role
Bachelor's Degree required, preferably in accounting, finance, economics or a related field
Strong quantitative and financial analysis skills required
Understanding of the transaction cycle and the steps in the process and is execution oriented.
Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
Self-directed, highly motivated, and able to work independently
$104k-155k yearly est. Auto-Apply 60d+ ago
Corporate Finance Analyst, Capital Markets
Faraday Future 3.9
Finance advisor job in Gardena, CA
The Company:
Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact.
Your Role:
The Corporate Finance Analyst of Capital Markets is responsible for supporting and managing full cycle execution across equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams.
Responsibilities:
Capital Markets Execution:
Support operational execution of equity and debt financings, and structured capital raises.
Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements.
Manage closing deliverables and post-deal investor transactions; serve as one of the primary interfaces with investors to ensure smooth and timely execution.
Track and maintain detailed financing schedules and documentation.
Maintain relationships and ongoing engagement with investment banks.
Investor Relations:
Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases.
Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics.
Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments.
Monitor and analyze stock performance, trading activity, and market sentiment.
Maintain and regularly update the investor relations (IR) website.
Regulatory & Compliance Support:
Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings.
Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions.
Cross-Functional Leadership:
Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams.
Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements.
Contribute to long-term capital planning and financial strategy development in partnership with the executive team.
Basic Qualifications:
Bachelor's degree in Finance, Accounting, Business, or related field.
2+ years of experience in capital markets, investor relations, investment banking, or corporate finance.
Proven experience executing debt and equity financing transactions and managing investor-facing communications.
Strong understanding of SEC filings, public company reporting, and capital structure mechanics.
Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines.
Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR).
A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision
Excellent communication skills and team-working tendencies
A penchant for multi-tasking and self-starting
Preferred Qualifications:
CPA, CFA, or MBA preferred.
Annual Salary Range:
($85K-$95K DOE), plus benefits and incentive plans
Perks + Benefits
Healthcare + dental + vision benefits (Free for you/discounted for family)
401(k) options
Relocation assistance + reimbursement
Casual dress code + relaxed work environment
Culturally diverse, progressive atmosphere
Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
$85k-95k yearly Auto-Apply 60d+ ago
2026 Summer Intern - Finance & Accounting Analyst
Pimco 4.9
Finance advisor job in Newport Beach, CA
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
2026 Summer Internship - Finance & Accounting Analyst, US
Internship positions are located at PIMCO's Newport Beach, CA Headquarters.
You're eligible to apply if you:
* Pursuing an undergraduate degree
* Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027
* Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
* Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
* Are business proficient in English
You'll excel as a Finance & Accounting Analyst if you:
* Possess knowledge of accounting, finance, audit, and tax principles
* Have effective analytical, critical thinking, and problem solving skills
* Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely.
* Demonstrate proficiency with Microsoft Excel
* Possess excellent verbal and written communication skills
* Have a desire to join a high performance, fast-paced culture
* Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker
See yourself as a Finance & Accounting Analyst
The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world.
You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office.
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
* The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program
* During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
* Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
* Join us for a variety of cross-divisional education, networking & social events!
* Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
* You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
* Want to learn more? Hear about The PIMCO Internship Experience from past interns
* As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
* After we receive your application, we will conduct an initial review of your resume
* If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
* If you are chosen to proceed after the video interview, you will then take an assessment
* Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ********************************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 34.61
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
How much does a finance advisor earn in Alhambra, CA?
The average finance advisor in Alhambra, CA earns between $33,000 and $120,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Alhambra, CA
$63,000
What are the biggest employers of Finance Advisors in Alhambra, CA?
The biggest employers of Finance Advisors in Alhambra, CA are: