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. 3d 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. 2d ago
Affordable Housing Investment Analyst for Multifamily Investment Brokerage
The Mogharebi Group
Finance advisor job in Los Angeles, CA
JOB IS IN LOS ANGELES, PLEASE DO NOT APPLY UNLESS YOU ARE LOCATED IN THE LOS ANGELES AREA
We are seeking a SKILLED Multifamily Real Estate Analyst deeply EXPERIENCED with AFFORDABLE Multifamily Housing assets to join our elite brokerage division.
(Please do not apply if you do not have specific experience in this sector).
This is a high-impact opportunity to join a team that has successfully closed $3 billion in affordable housing transactions. You will report directly to the Vice President of Affordable Housing, an industry veteran who developed over $200 million of affordable housing prior to joining our firm to lead this division.
In this role, you will work on high-stakes affordable housing assignments where you will be responsible for structuring a disposition strategy on behalf of our clients targeting our proprietary buyer pool seeking Project Based Section 8 and LIHTC deals. These include Year 15 deals and troubled assets with complex layers of soft subordinate debt. You will be at the center of the industry, analyzing assets owned by the most prominent for-profit and non-profit affordable housing owners in the country.
Responsibilities
Evaluate financial performance of complex affordable housing real estate assets, with a focus on Year 15 dispositions and recapitalization strategies.
Collaborate with the team to assess potential acquisitions and dispositions for assets with expiring compliance periods or those in need of a strategic exit.
Analyze loan processing and underwriting procedures specific to affordable housing finance, including LIHTC debt and equity structures.
Utilize financial acumen to interpret and present data effectively to high-level stakeholders and sophisticated ownership groups.
Collect, organize, and maintain data related to affordable housing investments, regulatory agreements, and HAP contracts.
Generate reports and presentations on financial analysis findings for the Vice President and our national client base.
Experience
The ideal candidate MUST possess the following skills:
Experience analyzing, evaluating, and underwriting affordable multifamily properties (essential).
Deep knowledge of LIHTC (Low-Income Housing Tax Credit) programs.
Experience with Project-Based Section 8 (HAP contracts) is a significant plus.
Strong mathematical skills and proficiency in quantitative research techniques.
Advanced Microsoft Excel skill set (modeling complex waterfalls and regulatory tiers).
Familiarity with underwriting processes from the brokerage side (debt and/or acquisition experience is a plus).
Solid financial acumen and understanding of affordable housing financial concepts.
Ability to collect and analyze data for informed decision-making in highly regulated markets.
Joining our team offers an unparalleled opportunity to work on the industry's most complex and high-profile affordable housing transactions under proven leadership.
Job Type: Full-time
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Work Location: In person, Los Angeles
$71k-126k yearly est. 2d 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. 23h ago
Financial Services Analyst 2 CX Davis, CA, Job ID 82479
University of California Agriculture and Natural Resources 3.6
DC Advisory is an international investment bank committed to making a difference. As part of an established global business, we offer access to over 750 professionals in 24 locations throughout Asia, Europe, and the US. Across 11 industry focused teams, we offer tailored, independent advice on M&A, debt raisings and restructurings, private capital markets, secondary advisory and access to unrivalled Asia investment knowledge.
The Role
As an Associate you will be responsible for supporting day-to-day M&A, capital raising, and financialadvisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth.
Position Requirements
Qualities we seek include:
An unwavering commitment to excellence and a high degree of maturity
A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment
An outstanding academic record
The ability to work as part of a team in an environment that demands excellence, time and energy
Personal integrity, initiative and leadership qualities
Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus
Strong multi-tasking and time management skills
Highly proficient with Microsoft Office suite
At least 3-5 years post undergraduate professional work experience
Series 79, Series 63 (preferred and must be taken within 30 days of start date)
Preferred Experience
Experience with M&A transactions in the technology sector
Compensation and Benefits
Salary Range: $175,000 - $225,000 + annual discretionary bonus
Medical / Dental / Vision Insurance
Pet Insurance
Health Savings Account
Retirement Plans (401K)
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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$175k-225k yearly 2d ago
Investment & Corporate Banking - Healthcare, Associate (San Francisco)
Mizuho Financial Group Inc.
Finance advisor job in San Francisco, CA
Investment & Corporate Banking - Healthcare, Associate (San Francisco) page is loaded## Investment & Corporate Banking - Healthcare, Associate (San Francisco)locations: San Francisco, CAtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R6160Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada.Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities.Job Summary:U.S. Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, equity and debt capital markets, leveraged finance and other global products and services for existing and prospective Mizuho clients. An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal materials to enhance the ultimate deliverable to our clients.Associates are assigned to a variety of projects and are given a broad range of responsibilities, some of which include:* Conduct extensive quantitative economic, industry and company research and analysis* Draft and prepare pitch books with detailed industry materials for multiple healthcare sectors* Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing* Financial modeling, valuation, comparable & relative value analyses and market-specific analysis* Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities* Draft client pitches and marketing materials including M&A, public/private debt & equity capital markets, syndicated bank financing, and other internal documentation by coordinating internal and external resources* Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution* Assist in the development and continued cultivation of client relationships Qualifications:* Bachelor's degree in Finance or Economics and a minimum of 3 year investment banking, corporate finance, and capital markets experience with a top tier global bank OR an MBA concentrating on Finance or Economics* Strong interest and understanding of the Healthcare industry; experience with banking transaction related to the Healthcare industry is a huge plus* Knowledge of corporate finance, securities, financial markets and risk & pricing analysis* Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions* Ability to manage multiple projects simultaneously* Maturity and good judgement in handling confidential and sensitive information* Ability to work under pressure and adhere to tight deadlines* Strong written and oral communication skills and ability to convey ideas* Creativity and intellectual curiosity* Ability to work independently and must be able to work effectively in a team environment The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.#LI-OnsiteGreenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.locations: San Francisco, CAtime type: Full timeposted on: Posted 30+ Days AgoWe are looking for candidates who want to contribute to our entrepreneurial culture where people at all levels are inspired to share ideas. Our creativity sets us apart, and our perseverance drives results in creating bespoke, client-focused solutions.
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$175k-225k yearly 5d ago
Greentech Investment Banking Associate
Nomura Holdings, Inc. (Old
Finance advisor job in San Francisco, CA
A global financial services group in San Francisco seeks participants for its 2026 Investment Banking Full-Time Associate Program. This unique opportunity emphasizes sustainable technology and infrastructure, offering extensive training and mentorship. As an Associate, you will work on live transactions in a dynamic environment, managing multiple projects while developing essential skills in analytics and client relationship management, all complemented by a competitive salary of $175,000 annually.
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$175k yearly 5d ago
Analyst, Corporate Development
Crusoe 4.1
Finance advisor job in San Francisco, CA
Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability.
Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure.
About the Role
The Analyst, Corporate Development and M&A will play a critical role in supporting Crusoe's inorganic growth strategy across its core sectors: Power, Industrial Process and Manufacturing, Real Estate and Software. This highly visible position will be deeply involved in all phases of mergers & acquisitions (M&A), strategic investments, and structuring strategic partnerships. The ideal candidate is a high-performing professional with robust financial expertise and transaction experience. The role will report directly to the SVP of Strategic Finance and Corporate Development.
This role will be required to be based in San Francisco, CA or New York, NY.
What You'll Be Working On
Mergers & Acquisitions (M&A) and Divestitures
Market Mapping and Origination: candidate will work across the organization's business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets.
Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing.
Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition
Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers.
Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities.
Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors)
Strategic Investments & Partnerships
Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives.
Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments.
Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans.
General Corporate Development
Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets.
Commercial-facing Activities: attend conferences and travel to various industry events in order to aid in origination and market intelligence
Reporting: Prepare detailed analytical reports and presentations on key market trends, portfolio performance, and deal progress for internal stakeholders.
Cross-Functional Collaboration: Partner closely with internal business unit leaders to assess strategic needs and integration plans.
What You'll Bring to the Team
1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services.
Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos
Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred.
Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint.
Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations.
Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners.
High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines.
A proactive, self-starter mentality with the ability to work independently while being a strong team player.
Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
Benefits
Industry competitive pay
Restricted Stock Units in a fast growing, well-funded technology company
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement
Tuition reimbursement
Subscription to the Calm app
MetLife Legal
Company paid commuter benefit; $300/month
Compensation Range
Compensation will be paid in the range of up to $100,000-$140,0000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data.
Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.
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$100k-140k yearly 1d ago
Financial Analyst
Alpine Solutions Group 3.9
Finance advisor job in Irvine, CA
Must be eligible to work in the United States, unable to provide sponsorship at this time.
Hybrid (Irvine, CA) - Onsite 2 days/week
6 Month Contract -
Needs someone who can ramp up quickly
Supports Digital & Technology financial operations, including budget tracking, billing, reporting, and portfolio organization.
Key Responsibilities
Maintain period budget trackers; support period‑end and quarter‑end reporting.
Execute technology billing each period and assist with system transitions.
Gather documentation for annual R&D tax credit reporting.
Maintain centralized lists of platforms, tools, and points of contact.
Support standardized tracking of funding requests and status updates.
Qualifications
Experience in financial operations or FP&A support.
Strong organizational skills and comfort managing multiple trackers and deadlines.
Ability to work independently and collaborate with cross functional teams
Please reply back with an updated resume if you or someone else you know is interested. Thank you.
$60k-97k yearly est. 2d ago
Financial Analyst
Omninet Capital
Finance advisor job in Los Angeles, CA
Omninet Capital is seeking a highly motivated Financial Analyst to join the team in Beverly Hills. This is a hands-on, entry-level opportunity suited for an individual who is analytical, detail-oriented, and passionate about real estate finance. The Financial Analyst will support the acquisitions, asset management, and development teams by building financial models, conducting entitlement reviews, and performing market and investment analysis.
This is a great opportunity for someone eager to grow their career in real estate with exposure to high-volume deal flow and cross-functional teams.
Key Responsibilities
Develop and maintain detailed Excel-based financial models for underwriting and investment analysis
Analyze market trends, rent comps, and deal performance across multifamily and commercial assets
Prepare investment memos and assist with internal presentations to senior leadership
Conduct due diligence reviews including lease audits, financial statements, and market research
Collaborate with acquisitions, construction, and asset management teams throughout the deal cycle and external parties like banks, brokers
Monitor key financial metrics including IRR, equity multiple, and cash-on-cash returns
Qualifications
Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field
1+ years of experience in financial analysis, real estate, or investment environments
Strong proficiency in Microsoft Excel must be comfortable building and auditing complex models
Exceptional attention to detail, analytical thinking, and organizational skills
Understanding of real estate financial metrics, entitlements, and valuation principles
Strong written and verbal communication skills
Familiarity with real estate platforms such as CoStar, Yardi, Argus, or similar tools is a plus
Omninet Capital, LLC is an Equal Opportunity Employer and is committed to maintaining a workplace free from discrimination and harassment. We recruit, employ, train, compensate, and promote without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local laws.
All employment decisions are based on qualifications, merit, and business needs. Omninet complies with all applicable state and local fair employment practices laws, including the California Fair Employment and Housing Act (FEHA).
$60k-90k yearly est. 4d ago
Investment Banking Associate, Technology - San Francisco
Moelis & Company 4.9
Finance advisor job in San Francisco, CA
Investment Banking Associate, Technology - San Francisco page is loaded## Investment Banking Associate, Technology - San Franciscolocations: San Franciscotime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ101872*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are currently seeking an experienced Associate to join our Technology financialadvisory practice in San Francisco.Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required.Ideal candidates must also possess:* Excellent analytical and presentation skills* Knowledge of basic accounting and financial concepts; ability to analyze and value businesses* Experience in Investment Banking (corporate finance/M&A) or equivalent* A drive for results, and ability to perform well under pressure and against tight deadlines* Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients* Strong multi-tasking skills* Exceptional Microsoft Office suite (Excel a must) and financial reporting skills* Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000 - $225,000*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financialadvisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X .
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$175k-225k yearly 5d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance advisor job in Chico, CA
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financialadvisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financialadvisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financialadvisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financialadvisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financialadvisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financialadvisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financialadvisors may be eligible for bonuses; profit sharing; paid medical and parental leave for FinancialAdvisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financialadvisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financialadvisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financialadvisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financialadvisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financialadvisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 41d ago
Financial Advisor - Redding, CA
Corebridge Financial
Finance advisor job in Chico, CA
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a FinancialAdvisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a FinancialAdvisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
The average total compensation for this role historically has ranged from $70,000-$80,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits.
#LI-CBF
#LI- KE1
#LI-SAFG
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$70k-80k yearly Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Chico, Marysville, CA and Surrounding Areas
Chase 4.4
Finance advisor job in Chico, CA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a FinancialAdvisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$72k-140k yearly est. Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Yuba City, CA
JPMC
Finance advisor job in Yuba City, CA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a FinancialAdvisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$71k-143k yearly est. Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Chico, Marysville, CA and Surrounding Areas
Jpmorganchase 4.8
Finance advisor job in Chico, CA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a FinancialAdvisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$75k-141k yearly est. Auto-Apply 21d ago
Finance & Business Analyst (Full-Time, Exempt)
Enloe Medical Center 4.8
Finance advisor job in Chico, CA
ENL Finance & Business Anlys Exempt Compensation range: $39.46 - $53.27 Your rate of pay will be based on applicable experience Shift: Days Shift length: 10 Hours Days off: Fixed If fixed, days off: Saturday & Sunday Hours per pay period: 80 Enloe Health is a Level II Trauma Center located in beautiful Northern California. We offer a full array of medical services, and our mission is to elevate the health of the communities we serve. As a Planetree organization, we place high value on hiring the right team to care for our patients and their families-care that is steeped in compassion, human connection, and mutual support. If you feel called to make a meaningful impact through empathetic, person-centered care, and thrive in a culture that values collaboration and purpose, we welcome you to join our team.
POSITION SUMMARY:
The Finance & Business Analyst works under the direction of the Director of Finance. The position will work in collaboration with various Directors as well as other leaders for services related to implement and maintain the financial and business goals and objectives to ensure fiscally viable and optimal service delivery in the assigned areas. The position is instrumental in driving performance metrics, value-based care and lean principles related to designated service areas for operational and growth goals. The position will maintain a working knowledge of current information technology utilized in the hospital. This knowledge will allow the incumbent to incorporate data across systems for the use and support of program improvement and long-range strategic planning. The incumbent will plan and coordinate data collection and analysis activities for selected services and projects. The position is responsible for providing management with operational and financial data analysis, working with department leaders to monitor bi-weekly productivity and monthly financial performance, design and implement selected projects that will impact business operations and other analysis as required. The position will assist department leaders in developing and updating capital assets, opportunities for improving capital asset management, including but not limited to capital asset needs, capital planning, and review and processing of capital requests. This position is also responsible for the planning, coordinating, and developing the rolling forecast process. This position will maintain operational and financial metrics, design and implement selected projects that will impact business operations. The position will review and ensure patient reimbursement process and procedures are set up and reviewed. Communicate effectively both orally and in writing with diverse groups and individuals. Work effectively with administration, employees and medical staff. Identify and analyze complex departmental (and patient care) issues. Make independent decisions and provide recommendations to Administration, Director, employees and medical staff. Exercise good judgment and tact in providing leadership, guidance and assistance. The position must be able to work independently with minimal supervision while consistently demonstrating the core values of Enloe Medical Center and serves as a role model to other employees.
EDUCATION / TRAINING / EXPERIENCE:
Minimum:
* Bachelor's degree in Business Administration or related OR MBA or graduate degree OR CPA or CMA
* Three years' experience in finance, business analysis, information technology, healthcare or related field OR one year experience in finance, business analysis, information technology, healthcare or related filed AND 3 months successful performance as a Finance & Business Specialist at Enloe.
Desired:
* MBA or graduate degree
* Healthcare experience
* Understanding of procedures and clinical service lines. Familiar with industry standards related to best practice and associated metrics that drive efficiency. Process mapping, workflow design, and Project management skills.
* Experience with relational databases - SQL
* Advanced excel skills and data management
SKILLS / KNOWLEDGE / ABILITIES:
The candidate must have excellent written and verbal communication skills. Must possesses analytical skills necessary to gather and interpret quantitative and qualitative data relevant to the effective and efficient operation of the Emergency and Ancillary services departments. Understanding of operative procedures and clinical service lines. Familiar with industry standards, and associated metrics that drive efficiency in the clinical setting. Process mapping, workflow design, and Project management skills. Strong formal and informal presentation skills are required in order to communicate complex financial concepts and information to non-financial constituents. Strong analytical skills are required to provide assistance with departmental financial performance review, budget preparations, and other special projects. The ideal candidate will collaborate with multiple departments to develop initiatives and strategies that optimize costs and improve overall efficiency and profitability of the hospital. Must be knowledgeable and have the ability to develop and interpret financial, statistical and operational data. Must have strong computer skills and experienced with spreadsheet, word processing, and data base applications. Behavior should be reflective of Enloe Medical Center's core values. Must be able to fulfill the essential functions of the position.
Must display the following abilities: Take Ownership: Knowledge of the current situation or issue at hand; ability to take full personal responsibility or ownership for assignments, activities, decisions and results. Interpersonal Relationships: Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner. Accuracy and Attention to Detail: Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy. Analytical Thinking: Knowledge of techniques and tools that promote effective analysis and the ability to meet the customer needs. Design reports that are easy to use. Business Analytics: Knowledge of technologies, techniques and practices for the evaluation of business and financial performance data; ability to analyze financial data to help justify and drive future business planning decisions. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Managing Multiple Priorities: Knowledge of effective self-management practices and ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Benefits Information
Enloe offers a comprehensive and competitive benefits package to all eligible employees, including, but not limited to:
* $0 premium medical plan to include vision insurance
* Prescription and dental group insurance
* Retirement with employer match
* Generous paid time off (PTO) plan that starts accruing immediately and can be used as it's earned
* Extended Sick Leave
* Flexible Spending Accounts for unreimbursed medical expenses and dependent care
* Employee Assistance Program
* Educational Assistance
Please visit the employee benefits page at ***************************** to get more in-depth benefits and coverage information or email ******************* to receive a full summary of benefits.
$39.5-53.3 hourly Auto-Apply 3d ago
Finance and Operations Analyst
Butte College District 4.3
Finance advisor job in Oroville, CA
FINANCE AND OPERATIONS ANALYST Click here for the full Job Description/Classification Specification MSC Range 13; Full-time/Exempt; 40 hours per week; 12 months per year Projected Recruitment Timeline Tentative Interviews: Week of March 23rd, 2026 (In Person) Anticipated Start Date: May 1st, 2026 POSITION HIGHLIGHTS Butte College is seeking a detail-oriented and collaborative Finance and Operations Analyst to join our Fiscal Services team. Under the general direction of the Director of Fiscal Services, this position plays a key role in district-wide financial planning, budget development, and operational analysis. The analyst will lead the development and oversight of annual and multi-year financial plans, including capital and facilities planning, and partner with departments across the District to assess and support program needs. This position is also responsible for implementing and maintaining financial software tools to enhance budgeting, forecasting, and reporting capabilities, while helping to streamline internal processes and ensure data accuracy. Candidates with a strategic mindset, strong technical and analytical skills, and experience in financial operations are encouraged to apply and make a meaningful impact at Butte College. Apply now to join a team committed to innovation, integrity, and service excellence! Work Schedule The work schedule is Monday through Thursday, 7:30 a.m. to 5:00 p.m., and Friday, 8:00 a.m. to 12:00 p.m. Over the summer the schedule changes to Monday through Thursday, 7:00 a.m. to 5:00 p.m. with Friday off. As an exempt position, hours may vary based on departmental needs. Minimum Qualifications *
Bachelor's degree* in Finance, Business Administration, Economics, Mathematics, Information Systems or related discipline; AND * Three (3) years of experience in accounting and finance or business analytics; OR * Any combination of education and experience which would provide the required qualifications for the position. * Bachelor's Degree education equivalency is a 1 to 1 equivalency, one year of responsible work experience related to the classification for each full year (24-30 units) of college. Desired Qualifications * Master's Degree, Business Administration/Finance/Accounting or Certified Public Accountant. * Advanced Excel skills, including VBA programming and macro development. * Highly proficient in SQL for data extraction, transformation, and analysis. * Experience with SyntellisAxiom Financial Suite. * A minimum of 2 years working with Ellucian Colleague, Integrated ProcurementSystemsor other similar financial information systems. Diversity Qualifications Sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity and sexual orientation and ethnic backgrounds of community college students and staff. APPLICATION INSTRUCTIONS All applicants, including current Butte College employees, must complete and submit an online application with all required attachments to move forward. All fields within the application should be completely and thoroughly filled out. Do not skip application fields by inputting "see resume." Required Attachments * Resume or Vita: Attach a resume that aligns with the information provided in your application. * Diversity Essay: The Butte-Glenn Community College District has a very diverse staff and student population with respect to academic, socioeconomic, cultural, disability, gender identity, sexual orientation and ethnic backgrounds. In your Diversity Essay, please describe your skills, education, professional development, community involvement, and professional experience working with these diverse groups. REQUIRED UPON HIRE Transcripts of academic work are not a required attachment with the application but may be required upon hire. * Offers of employment are contingent upon the submission of official transcripts showing completion of the degree, and proof of other requirements of the position, that minimally qualified the applicant. * If the position has an education equivalency component within the minimum qualifications and the applicant qualified under equivalency, transcripts may not be required upon hire. * Foreign transcripts must include a U.S. evaluation and translation. For list of agencies that provide this service, click here. PRE-EMPLOYMENT REQUIREMENTS * The successful applicant will be required to complete a medical history questionnaire and must agree to undergo and pass a pre-employment physical examination, based on the physical requirements of the position, prior to employment. The physician will be selected and paid for by the District. Disabilities not related to the essential physical job requirements will not preclude the applicant from being hired. * Education Code § 87408.6 states that no person shall be initially employed by a community college district in an academic or classified position unless the person has submitted to an examination within the past sixty (60) days to determine that they are free of active tuberculosis. * As a condition of employment, the District requires that you provide fingerprints prior to beginning work. You may be fingerprinted at Butte College Human Resources by appointment, or you may be fingerprinted at another agency. Should you be fingerprinted at another agency, the rolling fee charged by the Department of Justice (DOJ) for the fingerprint report is the employee's responsibility at the time of printing. ADDITIONAL RESOURCES FOR APPLICANTS Application Tips for Success For helpful tips and guidance on navigating our application submission and recruitment process, please refer to the document below. * Application Tips for Success Travel and Relocation Accommodations For candidates traveling more than 80 miles to attend an onsite interview at Butte College, you may be eligible for travel reimbursement. And if hired, consider our relocation incentives below. * Travel Reimbursement for Interviews * Relocation Incentive * Housing Resources Butte Glenn Community College District (BGCCD) IS AN EQUAL OPPORTUNITY EMPLOYER: To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions. Butte Glenn Community College District is committed to creating a diverse workforce focused on equity, inclusion, and accessibility for all faculty, staff, administrators, managers, and students. The District is dedicated to building an environment that supports our diverse student populations providing opportunities to mentor, encourage, and prepare our students to be successful in the world and expose them to global perspectives. Our District community of professionals is devoted to enriching our students' lives by bringing to light a variety of ways to engage and discover their individual and collective paths through education. BGCCD is committed to the principles of equal employment opportunity. It is the District's policy to ensure that all qualified applicants for employment and employees have full and equal access to employment opportunities and are not subject to discrimination in any program or activity of the District on the basis of ethnic group identification, race, gender, color, language, accent, citizenship status, ancestry national origin, age, sex, religion, sexual orientation, gender identity, parental status, marital status, veteran status, physical or mental disability or medical condition, or on the basis of these perceived characteristics. The eligible list established from this recruitment will be used to fill the current vacancy and possibly future vacancies for positions with the same class specification. The District reserves the right to modify, rescind or re-advertise this announcement without notification or to delay indefinitely the employment of a person for the position.
$93k-130k yearly est. 5d ago
Financial Analyst
RETS Associates
Finance advisor job in Irvine, CA
RETS Associates has been retained by well-known private developer to recruit for a Financial Analyst based in Irvine, CA. The Analyst will support management in the evaluation and execution of ground-up development and investment opportunities while assisting with ongoing regional operations and strategic initiatives.
Responsibilities
Analyze markets and identify development and acquisition opportunities
Build and evaluate financial models (cash flow, IRR, waterfalls, exit scenarios)
Support due diligence efforts and assist with PSA and legal document review
Prepare investment committee materials, business plans, and presentations
Assist with lease structuring, construction financing, joint ventures, and capital raises
Track budgets, proformas, and development costs; analyze forecast vs. actual results
Participate in entitlement processes and construction coordination
Maintain regional market data and provide insights on market conditions
Collaborate cross-functionally with design, construction, accounting, legal, and finance teams
Qualifications
Bachelor's degree required; Master's or MBA preferred
2-3 years of experience in real estate development, finance, capital markets, or brokerage
Strong financial modeling and analytical skills
Proficiency in Excel, Word, PowerPoint; basic ARGUS knowledge
Detail-oriented, adaptable, and effective in a fast-paced environment
Willing to travel up to 25%
How much does a finance advisor earn in Chico, CA?
The average finance advisor in Chico, 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 Chico, CA
$64,000
What are the biggest employers of Finance Advisors in Chico, CA?
The biggest employers of Finance Advisors in Chico, CA are: