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Finance analyst jobs in California - 11,785 jobs

  • Financial Advisor

    Edward Jones 4.5company rating

    Finance analyst job in Camarillo, CA

    This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 financial advisors are valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch 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. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease 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 financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors 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 financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 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 Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. 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 financial advisors 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. #LI-USFATA
    $45k-100k yearly 4d ago
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  • Financial Advisor

    Edward Jones 4.5company rating

    Finance analyst job in Santa Maria, CA

    This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 financial advisors are valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch 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. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease 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 financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors 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 financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 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 Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. 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 financial advisors 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. #LI-USFATA
    $45k-100k yearly 4d ago
  • General Accountant 3 - Oakland, CA, Job ID 81892

    University of California Agriculture and Natural Resources 3.6company rating

    Finance analyst job in Oakland, CA

    The University of California Agriculture and Natural Resources (UC ANR) is a highly complex organization with operations spanning 58 county offices, five UC campuses, and nine research and extension centers across the State of California. This network of UC researchers and educators is dedicated to the creation, development, and application of knowledge in agriculture, natural resources, and community health and economic prosperity. The UC ANR Financial Services Unit, within the Office of the Controller, provides leadership and technical expertise in the development, management, analysis, reporting, and coordination of financial services for UC ANR. The unit ensures that UC ANR's financial activities, including those of the regional, county, and special program offices, comply with University business and finance regulations as well as funding agency requirements. This includes a range of accounting functions such as analyzing, monitoring, preparing, and reconciling financial information to reflect the organization's financial condition. The unit is also involved in the preparation of financial reports to meet both internal and external reporting requirements and to support operational control. Additionally, it is involved in the development, implementation, and monitoring of accounting systems, policies, and procedures. Position Summary The General Accountant in the Financial Services unit is responsible for performing complex accounting tasks, including analyzing, monitoring, preparing, and reconciling financial information. This ensures the accurate representation of the organization's financial condition and supports internal and external reporting requirements. Additionally, the role involves developing, implementing, and monitoring accounting systems, policies, and procedures. This position uses professional accounting knowledge to resolve complex assignments, often involving data analysis from multiple sources. The General Accountant will exercise judgment within defined accounting practices, working with general guidance and detailed instructions for more complex tasks. The role involves regular communication with both internal and external stakeholders to ensure accurate financial management. Financial management is complex, involving multiple campuses and the Office of the President, each with distinct and different financial information and accounting systems. This position reports directly to the Oakland office location. Our current policy supports a hybrid work model, which may require occasional travel to our Davis office. This position is a contract appointment that is 100% fixed and ends one year from the date of hire, with the possibility of extension if funding permits. The home department for this position is Financial Services. While this position normally is based in Oakland, CA, this position is eligible for hybrid flexible work arrangements for applicants living in the State of California at this time. Please note that hybrid flexible work arrangements are subject to change by the University. Pay Scale: $72,600/year to $100,800/year Job Posting Close Date: This job is open until filled. The first application review date will be 10/28/2025. Key Responsibilities: 40% General Ledger Transaction Recording & Review: Oversee the accurate and timely recording of general ledger transactions and adjustments in compliance with Generally Accepted Accounting Principles (GAAP). Ensure compliance with University policies and provide assistance to ANR administrative staff when needed. 25% Financial Analysis & Reporting: Oversee the ANR portion of the General Ledger across multiple campuses. Review account and fund balances for compliance with budgets, University policies, and regulations. Resolve accounting discrepancies, maintain Common Chart of Account codes, and support reporting and analysis of financial data. 20% Financial Policies, Procedures, and Systems Management & Training: Provide training and ongoing support to ANR staff on financial systems and ensure accurate transaction processing across campuses. Assist in the development, implementation, and maintenance of UC ANR financial policies and procedures, ensuring compliance with GAAP, University policies, and relevant Federal and other agency regulations as needed. 10% Cash Management: Responsible for the recording, monitoring and review of financial control transactions and balances. Ensure that transactions are recorded timely and accurately. Ensuring compliance with Federal, State, and UC regulations and policies governing the use of the funds. Responsible for the accurate and timely preparation of the quarterly and annual reconciliations. 5% Other Duties: Support other areas of Financial Services, such as cash, Federal and State funds management. Participate in meetings, projects, and other duties as assigned. Requirements: Bachelor's degree in related area and / or equivalent experience / training. Minimum 3 years of progressive accounting or related experience, preferably in University or Corporate Accounting Thorough understanding of GAAP and accounting practices, including financial statement preparation, reconciliation, and internal controls Proficiency in accounting software and/ or ERP Systems (e.g. Oracle, SAP, or similar); experience with asset management systems is a plus Strong analytical and problem-solving skills with ability to manage complex and resolve accounting issues Excellent interpersonal skills to effectively collaborate with staff and stakeholders, and to address customer service needs. Attention to detail and accuracy, with ability to manage multiple priorities and meet deadlines. Strong written and verbal communication skills, with ability to explain complex accounting concepts clearly. Preferred Skills: Accounting experience in higher education or in UC. Knowledge of GAAP related to capital asset accounting, fixed assets, depreciation, reconciliation processes, and GASB Statements. Thorough knowledge of accounting functions and assignments. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements. Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations. Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. a. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct: UC Sexual Violence and Sexual Harassment Policy UC Anti-Discrimination Policy Abusive Conduct in the Workplace To apply, please visit: https://careerspub.universityofcalifornia.edu/psc/ucanr/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&JobOpeningId=81892&PostingSeq=3&SiteId=17&language Cd=ENG&FOCUS=Applicant Copyright ©2025 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-b936618b0c2e3249aacbbeaace06d8e1
    $72.6k-100.8k yearly 20d ago
  • Financial Planning and Analysis Manager

    Camino Search

    Finance analyst job in Sunnyvale, CA

    Camino Search is partnered with a rapidly scaling, technology-driven e-commerce company to appoint an FP&A Manager. The business has grown quickly and is building a high-performing finance function that can deliver strategic insight, strong operational partnership, and accurate forecasting in a fast-paced environment. About the Role Our client is seeking a highly strategic FP&A Manager to lead financial planning, partner cross-functionally, and strengthen the company's financial discipline during a period of rapid expansion. Reporting directly to the Head of Corporate Finance, this leader will oversee core planning processes, manage complex forecasting models, and provide actionable insights into margin performance, cost drivers, and operational efficiency. The role is hybrid and based in the San Francisco and Palo Alto area. Key Responsibilities ✔ Lead the company's budgeting, forecasting, and long-range planning processes, ensuring alignment with strategic goals ✔ Manage, enhance, and oversee complex financial models across PCOGS, DDP, tariffs, supply chain cost structures, and unit economics ✔ Own Monthly Business Review reporting, delivering executive-level insights and performance narratives ✔ Partner strategically with merchandising, sourcing, production, planning, and procurement leaders to drive informed decision-making ✔ Conduct deep-dive margin, variance, and sensitivity analyses, identifying opportunities to improve profitability and operational leverage ✔ Improve financial systems, tools, and processes, strengthening visibility into cost drivers and operational KPIs ✔ Guide junior analysts or cross-functional stakeholders, elevating analytical rigor across the finance organization ✔ Translate complex financial data into clear, concise recommendations and influence decision-making at the senior leadership level ✔ Ensure data integrity, validate assumptions, and maintain strong financial governance across planning deliverables Ideal Candidate Profile 🔹 ~8-10 years of experience in FP&A, strategic finance, or corporate finance within dynamic, high-growth environments 🔹 Strong modelling expertise with deep understanding of product cost economics, supply chain cost drivers, and unit economics 🔹 Advanced Excel or Google Sheets capability; familiarity with financial planning systems (Anaplan, Adaptive, NetSuite, or similar) 🔹 Background in e-commerce, retail, consumer goods, or other fast-moving, operationally complex industries 🔹 Strong grasp of GAAP, GL review, financial controls, and accounting fundamentals 🔹 Strong communication skills with the ability to influence executives and cross-functional leaders 🔹 Strategic thinker who is detail-oriented, highly analytical, adaptable, and comfortable with ambiguity 🔹 Proven track record of driving process improvement and elevating financial visibility in scaling organizations Preferred 🔹 Master's Degree (MBA) or relevant certifications 🔹 Finance experience in a retail, e-commerce, consumer goods, or supply chain-driven industry 🔹 IB/Banking Experience
    $113k-165k yearly est. 4d ago
  • Investment Banking Associate

    Blacklock Group

    Finance analyst job in San Francisco, CA

    Blacklock Group are partnered with an elite boutique who are looking to add an associate to their M&A group. The group are particularly strong in the healthcare and tech spaces. Candidates with strong sell-side M&A reps are sought after for this opportunity. 175k - 225k base salary, with a competitive bonus.
    $106k-176k yearly est. 5d ago
  • Financial Planning and Analysis Manager

    Nexbelt

    Finance analyst job in Corona, CA

    Nexbelt is dedicated to designing and building the most beautiful, functional and comfortable belts utilizing our patented ratchet technology. Our unique sizing system helps retailers manage inventory efficiently, and our packaging allows for a clean, clutter-free presentation. At Nexbelt, we believe in revolutionizing the functionality, presentation, and sales of belts. Responsibilities: Analyze financial data to identify trends, variances, and opportunities for improvement. Develop and maintain financial analysis for various departments and projects. Collaborate across the organization to gather relevant information for financial analysis. Support the monthly financial reporting and accounting close process, including variance analysis and management reporting. Prepare ad-hoc financial analyses and reports as needed to support decision-making. Assist in the preparation of budgets, forecasts, and long-range financial plans. Partner with the manufacturing department to develop, monitor and track costs and other relevant KPIs. Continuously improve financial processes and systems to enhance efficiency and accuracy. Requirements and Skills: Bachelor's degree in Finance, Accounting, or a related business field. 1-3 years of experience in financial planning and analysis, public accounting, investment banking or a similar role. Strong financial modeling and analytical skills. Solid understanding of generally accepted accounting principles and financial statement analysis. Proficiency in Microsoft Excel and other relevant financial software applications Excellent communication and interpersonal skills. Works effectively as team player and alone Strong attention to detail and problem-solving abilities. Prefer prior experience working within consumer and manufacturing industry, but not required
    $99k-145k yearly est. 3d ago
  • Financial Analyst

    Insight Global

    Finance analyst job in Dublin, CA

    Title: Financial Analyst Duration: 6 month contract to hire Client Industry: Retail We are seeking an intellectually curious and self-motivated Senior Financial Analyst to join the Corporate Financial Planning & Analysis (FP&A) team. This role is critical in driving long-term growth and financial results through forecasting, budgeting, reporting, and strategic analysis. The Senior Financial Analyst will provide insights to senior leadership and partner effectively across the organization to influence decision-making. Must-Haves Education: Bachelor's degree in an analytical field with strong academic performance. Experience: 3-5 years post-college experience in financial analysis and planning (preferably within retail or corporate FP&A). Technical Skills: Advanced Excel and financial modeling. Proficiency in PowerPoint. Ability to learn and use financial systems (e.g., PowerBI, MicroStrategy, Hyperion, Peoplesoft Financial Systems). Analytical Ability: Strong capability to synthesize data, reconcile work, and design analyses to answer specific questions. Detail Orientation: High attention to accuracy and quality. Character: Unquestionable integrity and ability to handle confidential information. Communication: Clear and effective verbal and written communication skills. Work Environment: Ability to work in-office regularly with hybrid flexibility. Plusses CFA or MBA. Experience in retail industry. Familiarity with Flash Sales reporting tools. Forward-thinking, resourceful mindset with comfort in ambiguity. Strong problem-solving skills and ability to manage changing priorities. Compensation: $40.00-50.00/HR Conversion Salary Expectations: $100,000/YR
    $40-50 hourly 2d ago
  • Financial Analyst

    CV Resources 4.2company rating

    Finance analyst job in Los Angeles, CA

    Our Consumer Products client, in partnership with CV Resources, seeks a talented Financial Analyst to join their Finance and Accounting Team. You will have the opportunity to report directly to the head of the FP&A department, gaining valuable mentorship opportunities. Job Title: Financial Analyst Location: near West Hollywood Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role. Job Site Status (onsite/hybrid/remote) - Our client has an onsite work status. Compensation - Salary range is $70,000/year to $90,000/year. There is a bonus offered. RESPONSIBILITIES OF THE FINANCIAL ANALYST Financial Planning and Analysis (FP&A) - Budgeting and Forecasting Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities. Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights. Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data. Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets. Collaborate with stakeholders to help understand vendor costs and ensure that billed invoices are accurate. Financial Planning and Analysis (FP&A) - Data Analysis Gather data from diverse sources (ERP, POS, and other platforms) Integrate data. Analyze data using Business Intelligence (BI) tools. Present proposals based on data analysis. Financial Planning and Analysis (FP&A) - Data Maintenance Track performance metrics to measure business performance. Generate ad hoc analysis and financial reporting. Process Improvements Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy. Support financial system upgrades and automation initiatives to enhance reporting capabilities. Ensure internal controls and compliance with financial policies and best practices. Assist in the development of financial tools and models to support decision-making. Miscellaneous Accept all relevant tasks as given by upper management. QUALIFICATIONS OF THE FINANCIAL ANALYST Required Bachelor's degree in accounting, finance, or a comparable major. Bachelor's degree from a well-respected college or university. At least one (1) year of FP&A work experience. Proficient understanding of Key Performance Indicators (KPI's) Preferred MBA Current or prior experience working in one of these following industries: manufacturing, distribution, Consumer Products Goods (CPG), Food and Beverage, Apparel. Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model. SKILLS OF THE FINANCIAL ANALYST Required Technical Expert-level MS Excel proficiency (pivot tables, financial modeling) Power BI or Tableau or Planful or equivalent program Interpersonal Executive presence. Superb analytical and critical thinking skills. Diligence and accuracy. Impeccable communication skills. For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.
    $70k-90k yearly 3d ago
  • Planning Analyst (Contract)

    Ariat International 4.7company rating

    Finance analyst job in San Leandro, CA

    About the Role The Planning Analyst is a key contributor within the Retail Planning organization, partnering closely with the Planning & Allocation Manager and the Buying team. This role supports end-to-end retail planning workflows-from seasonal buy preparation, size-level analysis, and inventory optimization to weekly reporting and in-season reforecasting. The Planning Analyst provides data-driven insights, identifies risks and opportunities, and recommends actions that improve inventory productivity, in-stock rates, and store performance. In addition, this position may provide direct allocation support during peak periods, system implementation, and new-store openings. The ideal candidate is highly analytical, detail-oriented, proactive in problem-solving, and comfortable shifting quickly between tactical tasks and strategic analysis in a fast-paced retail environment. You'll Make a Difference By Building size-level size breaks and buying templates for pre-season buys; partnering with buyers to validate and finalize size curves. Creating and distributing weekly business recaps, highlighting performance drivers, risks, opportunities, and actionable recommendations. Producing quarterly and seasonal hindsight recaps summarizing wins, misses, and learnings to guide future strategic buying. Monitoring inventory by style, store type (Full Price, Outlet), and stock category; identifying opportunities to improve inventory utilization. Performing in-season analysis to recommend re-buys and early releases based on sales trends, inventory levels, and weeks of supply. Providing allocation coverage for stores as needed when allocators are redirected to system implementation. Partnering with the Allocation team during new-store openings to prepare initial allocations and order tracking. Other duties as assigned. About You 2+ years of retail planning, allocation, business analytics, or merchandising experience. Strong Excel skills (pivot tables, lookups, formulas) and comfort with retail math (sell-through, WOS, turn, AUR, etc.). Experience working with reporting systems (Tableau, BI tools preferred). Ability to synthesize large datasets into clear insights and recommendations. High attention to detail and accuracy; able to manage multiple deadlines simultaneously. Strong communication and collaboration skills. About Ariat Ariat is an innovative, outdoor global brand with roots in equestrian performance. We develop high-quality footwear and apparel for people who ride, work, and play outdoors, and care about performance, quality, comfort, and style. The pay range for this position is $37.00-$43.00 per hour. The salary is determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data for geographic locations. Ariat in good faith believes that this posted compensation range is accurate for this role at this location at the time of this posting. This range may be modified in the future. This contract position may be eligible for select benefits through the payrolling agency. Benefits may include medical, dental, and vision insurance options and 401k. Ariat will consider qualified applicants, including those with criminal histories, in a manner consistent with state and local laws. Ariat is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis protected under federal, state, or local law. Ariat is committed to providing reasonable accommodations to candidates with disabilities. If you need an accommodation during the application process, email *************************. Please see our Employment Candidate Privacy Policy at ********************* to learn more about how we collect, use, retain and disclose Personal Information. Please note that Ariat does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agreement, Ariat will not consider or agree to payment of any referral compensation or recruiter/agency placement fee. In the event a recruiter or agency submits a resume or candidate without a previously signed Agreement, Ariat explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted directly to hiring managers, are deemed to be the property of Ariat.
    $37-43 hourly 1d ago
  • Interim Senior Financial Analyst

    Vaco By Highspring

    Finance analyst job in Los Angeles, CA

    A growing retail company is seeking an Interim Senior Financial Analyst to support core FP&A responsibilities across forecasting, budgeting, performance reporting, and decision support. Key Responsibilities Support annual budget planning and long-range modeling, including scenario analysis and sensitivity modeling Develop and deliver recurring reporting packages and dashboards Perform variance analysis versus plan/forecast/prior year and translate results into actionable insights for leadership. Build and maintain driver-based models for revenue and spend Maintain KPI reporting Qualifications Bachelors degree in Finance or related field Experience with ERPs and planning/reporting tools (Oracle, SAP, NetSuite; Adaptive/Anaplan/Planful; Tableau/Power BI) is a plus Strong modeling and analytical skills; advanced Excel required (Power Query/Power Pivot a plus).
    $80k-108k yearly est. 2d ago
  • Controller

    LHH 4.3company rating

    Finance analyst job in Sacramento, CA

    Now Hiring: Controller (Onsite | Sacramento) LHH is partnering with a long-standing statewide membership-based organization seeking an experienced Controller to lead their accounting and financial operations. This is a highly visible role overseeing a multi-entity environment, collaborating closely with executive leadership, and supporting mission-driven initiatives across several related organizations. This position is ideal for a senior finance professional who brings: 🔹 Deep nonprofit/association experience (ability to operate across structures such as 501(c)(6) and 501(c)(3), and an understanding of the differences between membership-driven vs. grant-driven models) 🔹 Strong technical GAAP expertise 🔹 A CPA license (required) 🔹 Proven leadership skills, including managing teams and guiding financial strategy 🔹 Experience preparing board-level reporting, leading audits, and managing multi-entity accounting Key Responsibilities Include: • Overseeing all day-to-day accounting operations across six related entities • Directing month-end close, financial statements, and narrative reporting • Presenting financials to boards, committees, and senior leadership • Managing the annual audit process and retirement plan audit • Leading tax reporting including 990, 990-T, 1099s, sales/use tax, and property tax filings • Overseeing budget development using enterprise-level budgeting tools • Ensuring strong internal controls and compliance processes • Reviewing payroll and retirement plan entries (processing handled through a PEO) • Supervising a team covering AP, AR, and general accounting What's Offered: • Salary $160K up to $180K • Exceptional benefits, including highly subsidized family medical coverage • 401(k) with up to 6% employer match after one year + 3% safe harbor • Generous PTO + 17 paid holidays, including office closure between Christmas and New Year • Onsite role in Sacramento with flexibility once acclimated • Stable leadership team, collaborative culture, and meaningful long-term impact Ideal Background: • CPA (California) required • 10+ years of progressive accounting/finance experience • 5+ years of supervisory experience • Association finance OR membership-based nonprofit experience required • Ability to articulate differences between C6 and C3 structures • Experience with multi-entity accounting, board reporting, and audit leadership • Familiarity with Microsoft Dynamics GP or similar mid-market ERP systems If you're a finance leader who thrives in a mission-centered environment and enjoys guiding teams through complex accounting landscapes, this role offers both impact and long-term career growth. 📩 If interested, please reach out directly or apply today and I will follow up with you! Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ******************************************* The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act • Los Angeles City Fair Chance Ordinance • Los Angeles County Fair Chance Ordinance for Employers • San Francisco Fair Chance Ordinance
    $160k-180k yearly 1d ago
  • Senior Financial Specialist

    Availability Professional Staffing

    Finance analyst job in Turlock, CA

    We are seeking a highly analytical and experienced Senior Financial Specialist to lead the development and improvement of our manufacturing cost accounting and FP&A functions. This role will be instrumental in building accurate product cost models, improving BOM and routing structures, and providing insights that drive operational and financial decisions. The ideal candidate will bring deep expertise in manufacturing cost accounting, process costing, and financial analysis, with the ability to partner closely with operations. Key Responsibilities: Develop and maintain accurate cost models for all products and processes, including labor, overhead, and yield factors. Analyze ROI and financial viability of new projects, capital expenditures, and strategic initiatives. Validate historical capital investments and assess ongoing performance. Lead budgeting, forecasting, and variance analysis processes. Collaborate with operations to integrate labor and overhead into BOMs and routings. Improve financial reporting tools and dashboards to enhance decision-making. Implement and optimize cost accounting processes and controls for a process manufacturing environment. Utilize ERP systems (Sage X3 experience preferred) to extract, analyze, and report financial data. Qualifications: Bachelor's degree in Accounting, Finance, or related field (Master's or CPA/CMA preferred). Minimum 5 years of experience in manufacturing cost accounting (food, dairy, or process industries strongly preferred). Strong understanding of standard costing, BOMs, routings, and variance analysis. Experience with ERP systems (Sage X3 preferred) and advanced Excel skills; BI tools a plus. Excellent analytical, problem-solving, and communication skills. Ability to work independently and collaboratively in a fast-paced environment. Preferred Attributes: Experience in dairy or food processing; other process manufacturing industries considered. Proven track record of building cost structures and improving costing accuracy. Strategic mindset with attention to detail and a drive for continuous improvement.
    $62k-115k yearly est. 3d ago
  • Financial Analyst

    Amerit Consulting 4.0company rating

    Finance analyst job in San Diego, CA

    Overview (About Client): Our client, a US Fortune 250 company and a global Medical technology corporation serving customers in Clinical Labs, Health care research & Pharmaceutical industry, seeks an accomplished Financial Analyst Position: Financial Analyst Location: San Diego, CA Duration: 3-6 months+ Contract with high possibility of extension!!! Pay Rate: $50/hr Note: ONSITE role. Work Schedule: 40 hours/ week Required skills: Accounting, Accounting Journal Entries, Corporate Financial Planning and Analysis (FP&A) Job Description: 2+ years of experience - Financial analysis / Accounting. 1+ years of experience - SAP & Hyperion. Bachelor's degree in Finance or Accounting. Strong interpersonal, communication, and organizational skills. Ability to work in a face-paced, challenging environment; strong attention to detail. Self-driven, proactive, and seeks continuous improvement. Support larger business functions within Corporate Functions finance. Collaborate with cost center managers, functional leaders & Finance Business Partners in developing annual budgets/quarterly projections; including clear documentation of assumptions & posting in SAP/Hyperion. Record month-end journal entries (accruals, reclasses, charge in/outs, & prepaid amortization) for all cost centers supported; ensure accurate reporting of financial results in SAP/Hyperion. Analyze financial variances for cost center actuals, projections, and budget. Compile Month-End Balance Sheet account reconciliations. Support audit requests from internal/external audit. Coordinate reporting/compilation of capital for the Corporate Functions. Ad-hoc analytical support for cost center managers on an as-needed basis. Provide project support for continuous improvement for the group as a whole. Recruiter Contact Info Gurjant Singh Phone: ************ Email: ********************************** ************************ I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you. Company Overview: Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with a service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward. Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Applicants with criminal histories are considered in a manner that is consistent with local, state and federal laws.
    $50 hourly 2d ago
  • Business Analyst, Financial Planning Systems-- KUMDC5697641

    Compunnel Inc. 4.4company rating

    Finance analyst job in Milpitas, CA

    Duration: 06 Months (Possibility of extension/conversion based on performance and budget) Client: One of the largest Flash Memory Products manufacturers in the US We are looking for a Senior Business Analyst - Financial Planning Systems to support forecasting, reporting, and data governance across the finance organization. The role partners closely with FP&A, GL Accounting, IT, HR, and cross-functional teams, with a strong focus on Oracle EPBCS and Oracle DRM. Duties: Support enterprise planning processes in Oracle EPBCS across Spend, Workforce, Capex, Revenue, GM, Balance Sheet, and Cash Flow modules. Prepare and validate planning data for monthly and quarterly forecasting cycles. Partner with GL Accounting during close to ensure alignment of actuals data. Provide global FP&A support for Smart View, forecasting issues, and ad-hoc reporting. Translate business requirements into system updates and process improvements. Work cross-functionally with Finance, IT, and business teams to ensure data accuracy and process consistency. Identify opportunities to improve forecasting efficiency, reporting quality, and data governance. Maintain Oracle EPBCS applications and planning models. Support Oracle DRM and metadata management. Ensure data integrity, scalability, and compliance across planning systems. Lead small to medium system enhancements by partnering with IT and Finance Provide training, documentation, and onboarding for global FP&A teams. Promote adoption of planning tools and best practices across the organization. Qualifications: A BA or BS is required, but preferably a bachelor's degree in Finance, Accounting, Business, or Information Systems. 4+ years supporting financial planning and FP&A processes. - Mandatory requirement, must have in order to be considered for the role. 3+ years hands-on experience with Oracle EPBCS, DRM and Smart View. - Mandatory requirement, must have in order to be considered for the role. Strong understanding of budgeting, forecasting, and accounting principles Strong analytical, problem-solving, and communication skills. Experience working with cross-functional teams. Advanced proficiency in Excel.
    $78k-102k yearly est. 3d ago
  • Revenue Operations Analyst

    Proven Recruiting 4.3company rating

    Finance analyst job in San Diego, CA

    Revenue Operations Analyst | $30-40/hr DOE | Contract | Remote in PST We are looking for a Revenue Operations Analyst to support our go-to-market operations. You'll play an important role in ensuring accounts are aligned to the right territories, records remain accurate and reliable, and core RevOps processes run smoothly, providing our teams with the foundation they need to make better decisions and operate efficiently. This role is ideal for someone who is detail-oriented, analytical, and has hands-on Salesforce experience, with an interest in growing their impact within revenue operations. Who You Are: 1-3 years of experience in Revenue Operations, Business Operations, or CRM/data support Experience with Salesforce; comfortable navigating, updating, and auditing records, as well as building reports Strong attention to detail and commitment to data accuracy and consistency What You'll Do: Audit and validate territory assignments to ensure accuracy and alignment with GTM strategy Maintain clean Salesforce data by managing duplicates, validating records, and ensuring consistency across accounts Support deal desk activities by maintaining accurate contract records and assisting with renewals Conduct bookings audits and quality checks to ensure reliable reporting We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Apply now! What does this position pay? Compensation is determined by several factors which may include skillset, experience level, and geographic location. The expected range for this role is $30-$40 per hour. Please note this range is an estimate and actual pay may vary based on qualifications and experience.
    $30-40 hourly 5d ago
  • Controller

    Wolf & Shepherd 3.6company rating

    Finance analyst job in El Segundo, CA

    Controller Department: Finance & Accounting Reports to: CFO Who we are At Wolf & Shepherd, we blend performance and luxury to redefine modern footwear. We believe in equipping everyday champions with the confidence to conquer their day, whether in the boardroom, on the move, or beyond. Wolf & Shepherd is searching for talent to contribute to the future development of our brand. We're looking for someone with passion, creativity, an analytical mind and an entrepreneurial spirit to aid our Finance and Accounting team. What we need We are seeking a highly skilled and detail-oriented Controller to own and manage the company's day-to-day accounting operations. This is a hands-on individual contributor role with significant responsibility and visibility across the business. The ideal candidate will have a strong foundation in financial accounting, deep expertise in inventory and cost accounting, and hands-on experience with NetSuite ERP. While this position does not have direct reports today, it is well-suited for someone who can operate independently while building processes that will scale as the company grows. Job Type This is a full time, onsite, exempt role based in our corporate office in El Segundo, California. Key Responsibilities Accounting Operations Manage daily accounting activities including Accounts Payable, Accounts Receivable, cash applications, and credit card reconciliations. Prepare and review journal entries, accruals, and monthly account reconciliations. Lead month-end close processes to ensure timely and accurate financial statements. Maintain compliance with GAAP and internal policies. Inventory & Cost Accounting Oversee inventory accounting, including reconciliations, valuation, and cost of goods sold (COGS) analysis. Partner with Operations and Supply Chain to ensure accurate capture of inventory movements and adjustments. Enhance processes to drive accuracy and efficiency in inventory management. Financial Reporting & Analysis Prepare monthly and quarterly financial reports for management review. Provide analysis and insights on financial results, including variance to budget/forecast. Support annual budget and forecasting cycles. Systems & Process Improvements Act as the company's NetSuite power user, optimizing workflows and reporting. Identify and implement process improvements to support scalability and efficiency. Audit & Compliance Support external audits and other compliance requirements with accurate documentation and schedules. Qualifications Bachelor's degree in Accounting, Finance, or related field (CPA a plus but not required). 5+ years of progressive accounting experience, preferably in a product-based, inventory-intensive, or high-growth business. Strong technical accounting skills with a deep understanding of GAAP. Proven experience in inventory and cost accounting. Hands-on experience with NetSuite ERP (required). Advanced Excel skills with strong analytical ability. Self-starter who thrives in a lean, entrepreneurial environment. Ability to manage competing priorities while maintaining accuracy and attention to detail. Full Time Benefits We are committed to offering our employees a challenging and rewarding work environment, opportunities for growth and development, benefits, and a competitive compensation package. Health, vision, and dental benefits program 401(k) plan Paid time off Sick pay Frequent free meals and snacks and company sponsored gatherings Wolf & Shepherd shoes and more
    $88k-129k yearly est. 2d ago
  • Senior Portfolio Analyst

    Endeavor Agency

    Finance analyst job in Irvine, CA

    Endeavor Agency (************ CRE.com) is a commercial real estate talent agency providing high touch recruitment services throughout California and major western US cities. Endeavor has engaged with a privately held, established and well known real estate development and investment company seeking a Senior Portfolio Analyst to support the Asset Management team by building and maintaining portfolio financial models, analytical tools, and automated workflows to drive portfolio performance and strategic decision-making. The role ensures data integrity across reporting systems, prepares investment materials, and leads process improvements. The Sr Portfolio Analyst also assists with underwriting for leases and capital projects, quarterly portfolio reviews, business plans, and market analysis. Responsibilities: Develops and maintains financial, operating, and analytical models (Excel, Argus, Google Sheets) to support asset performance review, scenario analysis, and strategic decision-making Builds, maintains, and enhances automation tools, including Excel VBA macros and Google Sheets scripts, and leads process improvement initiatives involving workflow optimization, data governance, and business intelligence tool development Ensures data integrity and consistency across internal tools, templates, dashboards, and reporting systems for leasing, financial, capital, and operational information Provides analytical and underwriting support when evaluating leases, tenant credit worthiness, capital investments, new development projects, and acquisition opportunities Participates in quarterly property reviews and forecasts; creates summary reports including budget variances, occupancy and leasing updates, operating expenses, capital expenditures, and potential loan refinance implications Additional Skills: Superior Excel skills, including strong modeling capability; VBA and ARGUS experience preferred, but not required Experience with financial statement analysis and a strong understanding of corporate finance concepts Demonstrates ability to distill complex data, analyses, and trends into clear, concise written summaries and visual tools that enable stakeholders to understand key insights and takeaways quickly Strong written communication skills with the ability to translate quantitative findings into business-ready messaging
    $70k-124k yearly est. 1d ago
  • Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP)

    Charles Schwab 4.8company rating

    Finance analyst job in Campbell, CA

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Bilingual proficiency in English and Mandarin is required Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail Bilingual proficiency in English and Cantonese is preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $51k-95k yearly est. 2d ago
  • Senior FP&A Analyst

    Careismatic Brands 4.9company rating

    Finance analyst job in Los Angeles, CA

    Sherman Oaks, CA Careismatic Brands outfits our community of care through our portfolio of market-leading brands that meet the diverse needs of healthcare professionals worldwide. We are one piece of a larger community of those who are and are cared for. Whether it's medical professionals or the patients they serve, we are inspired by those who wear our uniforms every day. The Senior FP&A Analyst will assist with CBI's financial strategy to achieve long-term objectives within Careismatic Brands. Reporting directly to the Director of Financial Planning & Analysis, this role plays a pivotal part in driving financial performance through analysis, forecasting, and strategic planning to support the organization's mission and strategic goals. As a key contributor of the team, the senior analyst contributes to CBI's mission to improve the lives of everyday people doing extraordinary things by delivering high-quality support aligned with the company's values and transformation initiatives. This is a full-time role based in our corporate office in Sherman Oaks, CA. Salary Range: $95,000 -$125,000 DOE Physical Demands & Work Environment The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Hybrid work schedule in office What Your Day Looks Like Assist in the development of the company's budgeting and forecasting processes, aligning financial goals with the company's strategic objectives. Ensure accuracy and timeliness of inputs to help align forecasts with company's goals. Prepare detailed financial analyses, including variance analysis and cost benefit analysis, while highlighting key trends and drivers for management review. Collaborate with senior leadership by gathering data, building models and providing preliminary insights for Director of FP&A. Maintain and update financial dashboards and KPIs. Monitor performance and flag variances for further investigation. Work closely with cross-functional teams to track and manage costs. Provide insights into cost optimization and efficiency improvements as the company scales. Prepare financial reports for executive leadership and the board of directors. Ensure accurate and timely financial reporting, in compliance with GAAP or other relevant standards. Support capital investment decisions by analyzing potential returns, risks, and impacts on the company's financial health. Assist in evaluating funding needs and strategies. Partner with other departments to ensure financial alignment across the company. Provide financial support for key projects, including product launches and market expansion. What We're Looking For At least 5 years of experience in financial planning and analysis Bachelor's degree in Finance, Accounting, Economics or related field Strong financial modeling skills and proficiency in financial software (Adaptive/Workday, Analplan, Board.com). Experience with data analysis tools and business intelligence platforms is a plus. Excellent analytical and problem-solving skills, with the ability to translate complex data into actionable insights. Strong verbal and written communication skills, with the ability to effectively present financial information to non-financial stakeholders. High level of accuracy and attention to detail in all aspects of work. What's In It For You 401(k) Dental insurance Employee discount Flexible spending account Health insurance Life insurance Attractive Paid time off Vision insurance At Careismatic Brands, we believe in the power of care. It's the force that drives and inspires us, inside our company and out in the world. It's why we strive to maintain a diverse and inclusive organization - an ever-evolving imperative - where everyone feels respected, valued, and empowered to bring their ideas and perspectives forward. Careismatic embraces the differences that make our organization unique. We are strengthened by diversity in all its forms - including but not limited to race, religion, ethnicity, age, national origin, gender identity, and sexual orientation.
    $95k-125k yearly 3d ago
  • Financial Planning Analyst, Multifamily

    Omninet Capital

    Finance analyst job in Los Angeles, CA

    Omninet Capital is seeking a detail-oriented FP&A Analyst to join the multifamily real estate finance team. This is ideal for someone eager to learn how portfolio performance, budgeting, and forecasting drive strategic decisions in real estate. You will support financial planning and reporting across multiple multifamily assets, partnering with property management, accounting, and investment teams to help improve operational efficiency and financial performance. Key Responsibilities Assist in the annual budgeting and quarterly forecasting process for a portfolio of multifamily properties Prepare and analyze monthly financial reports, identifying variances between actuals, budget, and forecast Develop and maintain financial models and dashboards to monitor key performance indicators (KPIs), occupancy trends, rent growth, and expense drivers Partner with property management and accounting teams to ensure timely and accurate financial reporting Support cash flow forecasting, capital expenditure tracking, and ROI analysis for renovation or improvement projects Conduct market benchmarking and expense analysis to support decision-making on rent pricing, operating costs, and capital allocations Assist in preparing materials for senior management and investors, summarizing financial results and performance insights Qualifications Bachelor's degree in Finance, Accounting, Real Estate, Economics, or a related field Strong analytical and quantitative skills with proficiency in Excel and financial modeling Excellent attention to detail and ability to synthesize complex financial data Understanding of key financial metrics (NOI, operating margins, cash flow, capex, etc.) Strong communication and organizational skills; comfortable collaborating with multiple departments Eagerness to learn about the multifamily real estate industry and its financial drivers 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).
    $71k-99k yearly est. 1d ago

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