Controller
Finance Analyst Job In Irvine, CA
The Controller will take lead in transforming and optimizing all accounting functions, directly reporting to the VP of Finance & Accounting. This role offers a unique opportunity to lead financial operations with a focus on payroll, accounts payable, and financial reporting, while also managing key operations such as bank accounts, credit card expenditures, and vendor relationships. You'll streamline processes in Quickbooks and deliver powerful insights through detailed forecasting, variance analysis, and trend reports. As a key partner to leadership, you will influence strategic decisions, optimize cost control, and prepare high-impact financial presentations that drive growth and innovation.
Welcome to your healthy place.
What We Offer:
Competitive pay
A fun, growing workplace where you can promote health and wellness in your community!
Career development opportunities
Free IV/Injection perks program
Vacation for our full time employees
Participation in a 401k program for full time and part time employees
Medical, dental, vision, paid life insurance, and voluntary benefits are available for all full time employees
Core Role Responsibilities:
Lead all Accounting functions.
Process Biweekly Payroll:
Oversee and execute the accurate and timely processing of biweekly payroll for all employees.
Ensure compliance with federal, state and local payroll regulations, including tax fillings and withholdings.
Address and resolve any payroll discrepancies or employee inquiries promptly.
Maintain confidentiality and ensure secure handling of all payroll data.
Manage Tip Reports
Collect, review and process tip reports submitted by clinics to ensure accuracy and compliance with company policies.
Reconcile tip distributions and ensure proper reporting within payroll systems.
Generate and maintain detailed records of tip reports for auditing and compliance purposes.
Manage and takeover of Accounts Payable function, Manage bank accounts, credit cards, merchant accounts, and credit card spending monitoring.
Manage outside Bookkeeping services and assist with P&L reporting. Optimizing operation and cost center structure with Quickbooks.
Complete Weekly Sales Reporting for different locations as well as trend analysis.
Vendor Spend Analysis: Vendor spend reporting, trends, and alerts.
Help VP of Finance & Accounting with Financial Reporting & Analysis, when needed.
Assist COO with tactical analysis and standardization rollouts.
Provide financial data for landlords, bankers and other third party vendors.
Point of Service reporting for Operations Leadership team.
Help manage financial models and budget for Board presentations.
Financial policies & internal controls.
Tax management with outside CPA.
Requirements:
Qualifications and Required Skills
Bachelor's degree in Accounting, Finance or related field.
10-15 years of experience in Accounting and Finance functions including Payroll management.
MBA, CFA or CPA certification.
Quickbooks
Advanced proficiency in Excel and Powerpoint.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to traverse the entire facility
Must be able to lift up to 15 pounds at times
Compensation details: 120000-129000 Yearly Salary
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Financial Planning & Analysis (FP&A) Analyst
Finance Analyst Job In Fontana, CA
Oldcastle APG, a CRH Company, is the leading provider of outdoor living solutions in North America with an award-winning portfolio that enables customers to Live Well Outside. Inspiring endless possibilities with enduring performance, its collection of premier building products create inviting outdoor spaces where people connect, reflect and recharge. The manufacturer's signature brands include Belgard and Echelon hardscape and masonry materials; Barrette Outdoor Living and MoistureShield fencing, decking and railing; Sakrete and Amerimix packaged concrete and mortar; Techniseal sands, jointing technologies and surface protectors; PebbleTec pool finishes; plus popular brands of landscape and gardening materials.
Job Summary
We are looking for a highly motivated individual to join our Oldcastle APG Finance team. The FP&A Analyst will oversee the processes for budgeting, financial forecasting, business and financial performance analysis, and variance analysis. This position will report to the Finance Controller and work closely with a variety of cross-functional stakeholders to help inform and influence critical business decisions. The ideal candidate is a hands-on self-starter with solid data analytics, business intelligence, budgeting & forecasting, financial analysis and reporting, financial modeling, and organizational communication skills.
Job Responsibilities
Build relationships and be a vital contributor to the regional FP&A team
Prepare, analyze, and report key financial and operating metrics. Identify trends, track progress, and make recommendations
Creating an analysis (through charts, graphs or other analytics) to provide a quick summary of what is happening with the business
Develop presentation materials for executive and leadership meetings
Own financial modeling process (P&L, Balance Sheet, Cash Flow), including budgeting and forecasting
Articulate “the story behind the numbers” based on sound analysis and a deep understanding of the business
Coordinate the weekly forecasting process (flash) and own the associated analytical and reporting deliverables
Responsible for management reporting of the company's financial performance, encompassing the analysis of results and the development of insightful commentary
Develop a solid understanding of manufacturing processes and production variances
Be a strong business partner to sales and operations and contribute to their efficacy via insightful analysis and reporting
Perform ad hoc projects and analyses to support senior management and business leaders
Pricing analysis - tracking the magnitude of pricing impact on revenues by company
Monthly analysis of financial results and modeling of projected performance
Responsible for Working Capital and Fixed Overhead spend analysis
Analyze and incorporate relevant economic and industry trends in forward-looking business analysis to influence effective decision-making
Job Requirements
To perform this job successfully, the right candidate must be able to perform each job responsibility satisfactorily
Education & Experience
Bachelor's degree in finance, Accounting, or a related field
MBA a plus
Demonstrated FP&A experience
Relevant experience in manufacturing, construction, or related industry
Knowledge & Skills
Advanced Excel and PowerPoint skills
Solid working knowledge of Tableau and exposure to BI and Business Analytics environments
Comfortable analyzing and manipulating large data sets
Highly personable, effective communicator with a proven record of building positive, trust-based relationships within the organization
Strong business acumen with a demonstrated ability to synthesize data and present information
Strong technical and functional abilities in all areas of financial analysis
Ability to communicate effectively and convey financial information to non-finance stakeholders
Ability to manage multiple projects and meet deadlines under pressure
Self-starter with a strong sense of urgency and follow-up skills
Advanced analytical skills with high attention to detail
Solid planning and organizing skills
Ability to deliver on time and under tight deadlines
Able to deal with ambiguity
Action-oriented and results-driven
Demonstrates a hands-on, collaborative approach in a fast-paced team environment
Experienced in presenting information to a variety of audiences, including senior leadership
Strong oral, written, and listening communication
Customer service attitude
Ability to travel domestically as needed
High career aspirations and willingness to consider geographic mobility in the future
Compensation
Base salary is $86,000 - $125,000
Eligible for bonus
What CRH Offers You
Highly competitive base pay
Comprehensive medical, dental and disability benefits programs
Group retirement savings program
Health and wellness programs
A culture that values opportunity for growth, development, and internal promotion
About CRH
CRH has a long and proud heritage. We are a collection of hundreds of family businesses, regional companies and large enterprises that together form the CRH family. CRH operates in a decentralized, diversified structure that allows you to work in a small company environment while having the career opportunities of a large international organization.
If you're up for a rewarding challenge, we invite you to take the first step and apply today! Once you click apply now, you will be brought to our official employment application. Please complete your online profile and it will be sent to the hiring manager. Our system allows you to view and track your status 24 hours a day. Thank you for your interest!
Oldcastle APG, a CRH Company, is an Affirmative Action and Equal Opportunity Employer.
EOE/Vet/Disability
Investor Relations Associate
Finance Analyst Job In Irvine, CA
Endeavor (************ CRE.com) is a commercial real estate and PropTech talent agency providing high touch recruitment services throughout major US cities. Endeavor has partnered with a well-capitalized, growing commercial real estate private equity firm with a national portfolio of commercial and multifamily assets
The Investor Relations Associate who will play an active role in supporting the Investor Relations Team. This role requires a smart, organized individual with a strong work ethic, ability to multi-task and willingness to learn. There will be a client facing component to this role once the Associate has proven their ability to take ownership of the following responsibilities. This role will report to the Vice President of Investor Relations.
Job Responsibilities:
Manage CRM and Investor Portal, including client onboarding and account management
Create and collaborate with accounting and investment teams to distribute capital account statements, capital calls, distribution notices, tax documents, quarterly reports and annual disclosures
Assist with the content preparation and vision execution of marketing materials, including PowerPoint presentations
Complete Due Diligence Questionnaires (DDQ) for existing investors and update and maintain marketing materials, including PowerPoint presentations and other documents
Work with internal and external compliance teams to ensure investor communication is compliant
Assist in event coordination including event planning and management, initial outreach, follow-up, coordinating schedules
Qualifications & Competencies:
Bachelor's degree in business, finance or related field.
2-4 years of experience in investor relations. Commercial real estate experience required.
Juniper Square experience a plus
Holds current FINRA Series 7 and 63 licenses and/or willing to obtain within 120 days of employment
Ability to work well under pressure and respond to shifting priorities
Excellent judgment and the ability to handle confidential information with complete discretion
Self-motivated, creative problem solver, with great time management skills
Ability to work in Irvine, CA office 5 days a week
Senior Manager - Financial Planning and Analysis
Finance Analyst Job In Carlsbad, CA
DIRECT CANDIDATES ONLY, IF INTERESTED APPLY THROUGH JOB POST. NO DIRECT MESSAGES.
RECRUITERS: DO NOT CONTACT.
Job Summary: The Sr. Manager-Financial Planning & Analysis (FP&A) is based in the Carlsbad office and reports directly to the Director of Finance. This position is responsible for the timely and accurate reporting and analysis of all financial results and forecasts, completion and analysis of the quarterly and annual operating Budget, Capital Expenditure and commercial planning. Additional responsibilities include assisting with annual audit activities, tax compliance and cost accounting related activities, and all dashboard and Company metrics/KPI's. The Sr Manager-FP&A liaises with all levels of management and personnel within the organization.
Responsibilities:
Prepare the monthly reporting package of the company's financial performance versus budget and forecast including updating the quarterly and annual budget assumptions.
Perform analysis of actual results versus plan and forecast; prepare variance reporting.
Manage quarterly inventory counts with manufacturing teams.
Manage and oversee the quarterly and annual budgeting, forecasting, and long-range financial planning processes.
Develop and maintain complex financial models to support decision-making across the organization.
Analyze financial data to identify trends, risks and opportunities for growth.
Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
Provide on-site analysis/tracking of all commercial inventory transactions, approvals, changes in estimates including forecasted costs vs actual expenditures
Analysis and reporting of all current capital expenditures, including variance analyses vs. plan and forecast.
Subject Matter Expert (SME) for Fishbowl inventory system and processes.
Ensure compliance with Company accounting controls.
Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
Qualifications: (Education & Skills/Expertise)
Bachelor's degree in Finance, Accounting, or a related field. MBA or advanced degree is a plus.
5+ years of experience in financial planning and analysis; experience in medical device manufacturing a plus.
Expert financial modeling and analytical skills.
Excellent proficiency in Microsoft Office products or equivalent, primarily in Excel, including pivot tables, lookups and advanced excel formulas
Quickbooks and Fishbowl knowledge highly preferred
Ability to use multiple software packages that support the financial system; knowledge of Fishbowl or any inventory management software a plus
In-depth knowledge of accounting principles, financial statement analysis, and management reporting.
Excellent communication, presentation, and interpersonal skills.
Ability to handle multiple projects and tasks simultaneously.
Works well in a fast-pace environment.
Strong experience in cost accounting, G/L accounting systems; knowledge with catheter manufacturing a plus.
Strong attention to detail, problem-solving abilities and a results-driven mindset.
Desired Skills:
Prior experience in a clinical or commercial stage medical device startup company a plus.
Prior experience in catheter manufacturing a plus.
Financial Analyst
Finance Analyst Job In Irvine, CA
Addison Group, in partnership with our building materials company client in Irvine, seeks a Financial Analyst to join their team.
Compensation/Benefits - Salary range can increase up to $120,000/year depending on qualifications. Our client supplements base compensation with a bonus and health and wellness benefits.
FINANCIAL ANALYST DUTIES AND RESPONSIBILITIES
Conduct detailed financial modeling and analysis to support strategic decision-making and forecasting.
Prepare and analyze monthly, quarterly, and annual financial reports, including variance analysis against budgets and forecasts.
Collaborate with cross-functional teams to develop and refine budgets and financial plans.
Evaluate financial performance by tracking key metrics and identifying trends or areas of concern.
Provide actionable insights and recommendations to improve profitability and operational efficiency.
FINANCIAL ANALYST QUALIFICATIONS AND SKILLS
Required
Bachelors' Degree in Accounting or Finance
Minimum of 2 years' experience in financial forecasting, reporting, and analysis
Current or prior employment at a large company
Proficient with Excel modeling
Ability to organize time and tasks efficiently with minimal supervision
Strong oral and written communication skills
Senior Finance Manager
Finance Analyst Job In Irvine, CA
Compensation: Up to approximately $170K base salary, plus annual bonus, plus equity (significant, valuable stock grants and RSU's), plus benefits (see below).
Additional Compensation and Benefit Elements:
Offering a total compensation package which includes:
Base salary
Yearly bonus
Equity (stock grants and RSU's)
Full medical, dental and vision health benefits
Flexible time off
401K and matching
Year-end shutdown between Christmas and New Years
Floating holidays
Paid time off to volunteer
PLEASE NOTE:
The position is located in Irvine, CA and works onsite. The successful candidate must be local to the area.
The Opportunity:
Extremely profitable company experiencing steady and ongoing growth.
Forward thinking professional brick and mortar, publicly held organization conducting business throughout the United States and the world.
Located near the John Wayne Airport.
Employee supportive executive management team
Substantial opportunities for growth
Once hired, the company believes in investing in their people. They look for future leaders, people with a vision of where they want to go and bold thinkers who bring new ideas, new solutions and creative insights to enhance business processes which benefit their career advancement, the company as a whole and ultimately the customers they serve.
Reporting to the Senior Director of Finance and partnering with multiple cross-functional teams overseeing FP&A in support of Business Units worldwide, as well as manufacturing R&D, Sales and Marketing.
The Senior Finance Manager will add measurable value with a clear sightline to growth opportunities for the businesses as well as associated financial risks. He or she will lean into the business and cover a broad range of financial duties which zero-in on key performance indicators. By translating and disseminating KPI's, various business scenarios and strategies, the Senior Finance Manager will help tell a story about where the business is and where it can and should go.
In the end, this proactive approach of utilizing broad-based business analytics, traditional FP&A and staff engagement, leadership and mentoring will lead to the best possible results for the organization, supported employees and customers alike.
There are ample additional opportunities for top performers.
Responsibilities include:
Assist in driving the performance of the company in a broad range of operational and strategic areas:
Participate in shaping the current and future analytical and presentation/reporting process for the business as well as create an impact on sales teams, R&D and multiple business units.
Lead key analytics analysis for the company both domestically and internationally as well as heavily participate in all major corporate initiatives.
Provide analysis to produce and analyze KPI's which will lead to achieving company goals and increasing company revenue.
Take a leadership role in planning and executing activities with other functions and stakeholders through a well-conceived and executed strategic planning process.
Proactively identify opportunities for process improvements.
Work closely with leadership for budgeting and forecasting as well as annual planning. Identify and execute on opportunities for improvement.
Manage efficient distribution of financial information and other business intelligence essential to the company goals and objectives.
Accountable for accurate and on-time planning, reporting and forecasting.
Lead analysis on product performance and adoption to drive insights.
Understand and highlight daily/weekly/quarterly trends.
Develop a deep understanding of existing business unit data to build insights about customers, products and competitors.
Synthesize financial impacts on the business and provide business analytics to drive initiatives critical to ongoing growth.
Support sales and marketing teams on medium and long-term planning including revenue potential, product focus, resourcing and pricing.
Strategically evaluate market opportunities and work with country specific cross-functional teams and leaders to drive growth in the business.
Analyze financial and business performance against key business metrics.
Prepare periodic forecasts to update management on projections, determine significant variance from plan and provide explanations.
Other special projects.
Requirements
Bachelor's degree; MBA preferred
10+ years of relevant financial analysis experience including at least 5 years in a Leadership role in a large corporate setting
Manufacturing industry experience highly preferred
Previous experience analyzing key performance indicators in a sophisticated environment
Expert level of Excel and advanced financial modeling experience required
Experience preparing presentations for executive leadership teams
Prior experience working in a matrixed organization which requires collaboration, juggling multiple priorities, internal customers and internal collaboration
Ability to foster cooperative relationships with peer leaders, management, and support personnel
Proven track record of reporting achievement of strategic objectives
Prior experience at a best in class, mid to large sized company/division - Business Unit support highly preferred.
Must be results driven, solution oriented, focused and motivated with excellent decision making capabilities
Comfortable in a fast-paced, dynamic environment
Detail oriented but also have the ability to think strategically and understand the big picture.
Are you friendly? Do you believe in inclusion and not exclusion? Do you have a service minded mentality, believe in a greater good and want to work for a company that feels the same? If so, we'd love to hear from you.
Investment Professional - Emerging Infrastructure Private Equity
Finance Analyst Job In Irvine, CA
Lieef is an entrepreneurial investment firm at the intersection of private equity, infrastructure, innovation, and entrepreneurship. We operate with a zero-politics culture, where the smartest, most capable individuals thrive in an environment of high expectations, autonomy, and ownership. We seek top-tier talent-individuals with strong character, integrity, and perseverance-who want to build something new in a setting where the only limit is their ambition.
About the Role
We are seeking an experienced investment professional to lead and execute principal investments focused on emerging infrastructure. These investments range from acquiring established companies to creating new platform businesses. This individual will have a significant role in shaping the firm's future and directing its growth.
What We're Looking For
6+ years of experience in investment banking, principal investing, or project finance within renewable energy or energy transition.
Experience in both project and corporate investments/M&A.
Expertise in merchant power markets, swaps, and hedges at the project or corporate level is ideal.Famil
iarity with behind-the-meter power markets is a big plus.
Confidence and capability to lead transactions with direct oversight from an MD or CIO.
Exceptional financial modeling skills, with the ability to build institutional-grade financial models and materials with very little oversight.
Experience preparing and presenting materials to pension funds, endowments, and sovereign wealth funds is a plus.
Entrepreneurial mindset-excels in an unstructured, zero-bureaucracy environment.
A self-starter who thrives when given autonomy to execute objectives-or define new ones.
Strong disinterest in large, bureaucratic organizations-this is a place for builders, not corporate climbers.
Independent thinker-no interest in corporate politics, following trends, or herd mentality.
Strong verbal communicator with a sharp eye for detail in materials and analysis.
A gritty professional with the resilience and perseverance to overcome challenges.
Attention to detail is a must.
Strong personal ties to Southern California are preferred.
Key Responsibilities
Lead investment transactions with oversight from senior leadership, including preliminary screening, due diligence, and execution.
Build institutional-quality financial models for project- and corporate-level investments.
Structure and execute investments, followed by active portfolio management thereafter.
Act as a hands-on investor, with a preference for those with operational or control experience.
Evaluate and execute project debt finance opportunities as a borrower.
Prepare institutional-quality materials for limited partners and portfolio companies.
Operate in a fast-moving, high-performance environment that requires independent thinking, resourcefulness, focus, and execution.
Why Join Us?
Build Something New - This isn't just another investment firm.
Career Opportunity - We seek people who want to build something meaningful and long-term.
Zero Politics Culture - You're evaluated based on work product, execution, and results-not corporate games.
Sky is the Limit - There's no predefined timeline for advancement. If you're operating at a high level, you'll be recognized accordingly.
Autonomy & High Expectations - This is an environment for leaders who want to take ownership and drive real impact.
If you're an exceptional business builder and investment professional looking to build, execute, and lead in an entrepreneurial firm, we'd love to hear from you.
Financial Planning Analyst
Finance Analyst Job In Orange, CA
Our client, a retail holdings company is seeking to hire a Financial Planning & Analysis Associate to join their corporate team. In this newly created role you will play a pivotal role in driving financial objectives while ensuring alignment with corporate strategic goals/planning.
What's the Job?
Maintaining financial management reports through extraction, compilation, and analysis
Project monthly and annual sales against budgets while contributing to close processes
Manage annual budget between subsidiaries and corporate office- providing comprehensive operation and financial analysis
What's Needed?
Bilingual Korean/English
Bachelor's degree in Finance, Math, Economics, Business, Engineering or other related field
3+ years practical financial acumen/related field
Available to work onsite, Mon-Fri from 9am-6pm
What's in it for me?
100% employer paid premium for health, dental, vision
Early out Fridays
13 paid holidays
401k with 5% match
If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!
About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells
ManpowerGroup (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -
Manpower, Experis, Talent Solutions, and Jefferson Wells
-
creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the 13th year - all confirming our position as the brand of choice for in-demand talent.
Financial Analyst
Finance Analyst Job In Montclair, CA
We are seeking a highly motivated and detail-oriented Financial Analyst. The ideal candidate will be responsible for conducting financial analysis, evaluating investment opportunities, and providing insights to support strategic decision-making.
Responsibilities:
Perform financial analysis and modeling.
Creating financial reports
Assist in annual budgeting and quarterly forecasting, including variance analysis
Assist in ad-hoc projects and initiatives as needed to support the broader objectives of the organization.
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field. CPA, MBA or CFA designation is a plus.
At least one year of experience in financial analysis
Strong proficiency in financial modeling with advanced Excel skills.
Excellent analytical skills with the ability to interpret complex financial data and communicate findings effectively.
Detail-oriented with a high degree of accuracy in financial analysis and reporting.
Ability to work independently and collaboratively in a fast-paced environment, managing multiple priorities and deadlines.
Strong interpersonal skills with the ability to build relationships and interact effectively with colleagues, clients, and external partners.
Equal Opportunity Employer:
LHH is an equal opportunity employer and is committed to diversity and inclusion in all aspects of employment.
Senior Financial Analyst
Finance Analyst Job In Irvine, CA
Irvine, CA
Leading global tech company
Pay: $115-135K DOE plus 10-15% bonus
Needs:
Minimum of 4 years Financial Planning & Analysis experience
Large corporate FP&A experience is required
Experience should include business decision analysis, forecasting, variance analysis, annual budgeting and/or operational analysis (cost, pricing, margin, etc.), analyzing large data sets, providing ad hoc strategic analysis
Exceptional communications both written and verbal
Self-starter that is comfortable taking initiative
Power BI or Tableau experience a plus
Advanced Excel is required
Reports to: Manager, FP&A
Provides analytical support in fundamental FP&A activities, including preparation of monthly reporting and variance analysis. Supports the preparation of materials for upper management meetings as well as ad hoc reporting. Ability to apply analytical and critical thinking skills to problem solve and make decisions. Confidently interacts with cross functional business partners and people with budgetary responsibility. Participates in operational discussions focused on improved efficiencies and/or improved profitability. This role reports directly to the Finance Manager.
ESSENTIAL JOB FUNCTIONS
• Provides on-going analytical support to management including preparing budgets and forecasts, and supporting the portfolio review, strategic planning and budget processes for assigned areas of responsibility.
• Conducts monthly reporting and variance analysis in a timely manner and maintains a consistent internal reporting structure
• Consolidates financial results for assigned functional areas for close, forecast and budget periods.
• Supports the FP&A group in development and maintenance of financial reports.
• Provides input for continuous improvement and support of budgeting and forecasting processes.
• Owns the execution and distribution of standardized monthly management reports based on operational and financial performance for the assigned areas of responsibility; work with cost center/department managers to review these dashboards and complete analysis of variances.
• Track and analyze results to ensure visibility and progress towards targets. Work with business management to accelerate the achievement of strategic and financial goals.
• Provide insightful and actionable analysis of results/plans/forecasts to identify emerging trends, key risks and opportunities to improve profitability, cash flow generation and return on invested capital.
• Initiate and execute value-added analysis to drive improved decision-making, operating performance and strategy development. Examples: competitive analysis/benchmarking, working capital efficiency, industry forecasts & drivers.
• Assists in the preparation of materials for the Board of Directors meetings and provides ad hoc analytical reporting.
• Independently manages business partner relationships.
WORK EXPERIENCE REQUIREMENTS
• Detail oriented, proactive professional.
• Strong organizational and analytical skills.
• 4+ years of analysis, finance, or accounting experience.
• Experience in manufacturing environment strongly preferred.
• Ability to complete and draw conclusions from complex data analyses.
• Ability to multitask and prioritize accordingly despite changes in scale, scope, or deadlines in a fast-paced environment.
• Experience working in a high-volume setting.
• Ability to connect with people - requires strong verbal and written communication skills, with ability to work effectively cross functionally with all levels.
• Able to work well under pressure while managing competing demands and tight deadlines.
• Remain engaged, proactive and positive in tough circumstances, owning assignments and taking full accountability for their success.
• Demonstrates flexibility and adaptability; thrives in a changing/fast paced environment.
• Proficient in MS Office programs (Word, Excel, Outlook), Power BI experience is a plus.
• Proficiency in written and verbal English is required, however Bilingual in Spanish is a plus.
EDUCATION REQUIREMENTS
Bachelor's Degree in Finance, Accounting, or related field. to detail required.
Finance Manager
Finance Analyst Job In Irvine, CA
About Us:
Join a rapidly growing, multi-billion-dollar technology company that is at the forefront of innovation and the expanding world of Artificial Intelligence (AI). As a leader in the tech industry, we are benefiting from the unprecedented growth of AI applications and are looking to expand our dynamic team. With a collaborative and driven culture, we offer a hybrid work environment that balances flexibility with the energy of working in a high-growth, fast-paced company. If you're passionate about making a meaningful impact in a thriving industry, we want you to be part of our journey.
Position Overview:
We are seeking a Financial Planning and Analysis (FP&A) Manager to join our expanding finance team. This role is ideal for a forward-thinking, results-oriented finance professional who is eager to partner with senior leadership and drive strategic decision-making. The FP&A Manager will play a key role in managing the company's financial planning processes, budgeting, forecasting, and providing actionable insights to help guide our business growth, particularly in the fast-evolving AI space.
Key Responsibilities:
Lead the annual budgeting and quarterly forecasting process, ensuring alignment with strategic objectives and business performance.
Provide in-depth financial analysis and modeling to support strategic decision-making and guide resource allocation in a high-growth environment.
Partner with key stakeholders across departments to deliver insights on financial performance, highlight trends, and identify opportunities for cost optimization and revenue growth.
Own the development of financial reports and presentations for senior leadership, summarizing key financial metrics, risks, and opportunities.
Develop and refine the financial planning tools and systems used by the company, continuously improving accuracy and efficiency.
Drive variance analysis, tracking performance against budget and forecast, and providing actionable recommendations.
Support ad-hoc strategic initiatives, M&A analysis, and other special projects as needed by executive leadership.
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or CFA a plus.
5+ years of experience in financial planning and analysis, with a proven track record of delivering actionable insights in a high-growth, technology, or AI-driven organization.
Strong expertise in financial modeling, budgeting, forecasting, and variance analysis.
Exceptional proficiency with Excel; experience with financial planning software (e.g., Adaptive Insights, Anaplan, or similar tools) is highly desirable.
Strong analytical skills, with the ability to interpret complex data and present clear, actionable recommendations to senior leadership.
Excellent communication and presentation skills, with the ability to influence decision-making and collaborate effectively across teams.
A dynamic and entrepreneurial mindset, able to thrive in a rapidly changing environment.
What We Offer:
Hybrid work schedule offering flexibility to balance work and life.
Comprehensive benefits package, including health, dental, vision, and wellness programs.
Competitive compensation with performance-based bonuses.
Professional growth opportunities within a high-growth company, working at the cutting edge of AI and technology.
A collaborative and inclusive work environment that values diverse perspectives and fosters innovation.
Generous PTO and holiday schedule to promote work-life balance.
Senior Financial Analyst
Finance Analyst Job In Rancho Cucamonga, CA
Leapros is a trusted workforce solutions partner, offering customized recruitment and interim staffing solutions, as well as innovative resources designed to empower employers and professionals to accomplish their hiring and career objectives. Operating on a national platform, our areas of concentration include finance and accounting, information technology and engineering, human resources and administration, sales and marketing, supply chain and operations. Whether you are a talented professional or a company looking for a talented professional, we welcome you to take a leap with us!
CLIENT PARTNER PROFILE & VALUE PROPOSITION: Leapros has been engaged by a housewares distribution company headquartered in the Inland Empire to fill a Sr. Financial Analyst role. Position is hybrid (Tues. Wed. & Thurs in office).
POSITION TITLE: Senior Financial Analyst
POSITION SUMMARY: The Sr. Financial Analyst is a key partner for the Operations Organization and other cross-functional groups providing reporting, analytical insights, and overall process improvement. Key responsibilities include building reports, tracking and measuring actual results, executing financial analyses, delivering timely and accurate financial forecasts and annual budgets particularly centered around freight distribution costs. The individual is an expert at data analysis, identifying key trends for decision making and ensuring data integrity. The Sr. Financial Analyst is efficient working with large volumes of data and is an expert working with various tools such as Excel, SQL and Power BI. Must possess strong prioritization, organizational skills, interpersonal and communication skills including the ability to collaborate effectively with cross-functional partners and leaders.
RESPONSIBILITIES/DUTIES:
Develop the analysis and reporting related to outbound freight costs. Review and understand cost per mode, cost per mile, and variances related to changes in customer mix and product mix.
Ensure freight expense targets are being met; provide fact and metric-driven analysis to improve cost variances, drive P&L optimization.
Ability to review massive amounts of data and build the storyline to executives explaining variances to forecast, budget and prior year.
Develop and maintain financial models to improve forecast accuracy and maximize the efficiency and effectiveness of the budget processes.
Provide analyses and comparisons of current freight trends, historic freight trends, shipments out of East Coast versus West Coast.
Uses business insights to make recommendations that impact business performance and reduce costs. Provides guidance on strategic decisions.
Support business leader's efforts to improve business processes and drive profitability by developing insightful analytics and reports, especially in the areas of inbound and outbound freight costs.
Design and conduct other complex ad hoc analyses in support of key business objectives, as necessary.
Collaborate with key stakeholders to develop and define performance metrics (KPIs) and dashboards that provide insight on key trends that impact business performance. Identify emerging risk issues and trends and present analyses to senior management.
Support the operations team and cross-functional teams by developing and enhancing dashboards, reports, and scorecards. Develop, maintain, and distribute ad-hoc reports and financial models as needed.
Allocate and validate freight costs down to the customer/item level for reporting visibility.
Demonstrate superior analytical ability coupled with the desire and ability to execute on deliverables for real world business applications.
Provide reports and insights to support internal and external presentation decks.
Responsible for developing, quantifying, and evaluating the transformation of information into business intelligence to support the strategic objectives of the organization and drive operational excellence.
QUALIFICATIONS:
BS/BA in Business, Finance, Accounting, Supply Chain, or other related field.
Advanced Excel usage (sumif, index match, lookups, pivot tables).
Power BI experience highly preferred.
3+ years previous financial analysis experience in consumer products, durable goods, and/or manufacturing company.
Previous exposure to to budgeting and forecasting processes.
Strong leadership skills (planning, communication, relationship building, educating, influencing).
Effective utilization of Microsoft Office tools.
Building reports and visualizations.
Strong business acumen and financial analysis skills.
Extensive experience in supporting cross functional teams.
Ability to communicate effectively at all levels and work within a team environment to achieve results.
Excellent process improvement and problem-solving skills.
Efficient and effective “hands on” dedication.
PAY TRANSPARENCY: A reasonable estimate of the available {annual or hourly} pay scale for this position is: $100,000-$120,000 per year + bonus. The actual compensation offered may vary depending on qualifications and other factors essential to the performance of duties and is determined by the hiring authority.
At Leapros, we are committed to our core values and guiding ethical principles, to conducting business in a non-discriminatory manner, and to operating in strict compliance with applicable federal and state laws pertaining to Equal Employment Opportunity. This commitment enhances our ability to conduct business with the highest level of integrity, solidifying our position as the most trusted workforce solutions partner. To learn more about Leapros or to speak with one of our recruitment partners, call 866-920-LEAP or visit our website at ****************
Sr. Financial Analyst
Finance Analyst Job In Irvine, CA
The Sr. Financial Analyst - Adventure Sports is responsible for delivering platform finance support for P&L planning, forecasting, consolidations, variance reporting and SG&A management.
This position reports to the Finance Director, Adventure Sports, and is based out of our Irvine office.
As the Sr Financial Analyst, you will have an opportunity to:
Financial Planning: Help to coordinate the multi-year planning process across Fox, Bell, Giro, CamelBak and QuietKat. You will contribute to the development of the three-year financial plan by supporting the leadership team with reporting and consolidation of plans across the platform.
Forecasting: Partner with Demand Planning, Sales and Product Development to create and validate rolling revenue forecasts for Fox, Bell, Giro, CamelBak and QuietKat. Identify trends, risks and opportunities through each milestone gate and present out to the executive team.
Performance Metrics: Report and monitor KPIs across all categories, regions and channels, highlighting and investigating opportunities for profitability management.
Build and relay timely and accurate expense models and forecasts enabling management to make appropriate business adjustments as needed.
Cross Functional Collaboration: Work closely with all functional teams across the Adventure Sports platform to ensure financial alignment and accurate reporting.
Transformation & Integration: Lead reporting harmonization across multiple brands.
You have:
A Bachelor's Degree in Finance, Accounting or related field with 5+ years' experience in FP&A
Advanced Microsoft Excel & PowerPoint skills
Highest standards of accuracy and precision; highly organized
Articulate with excellent verbal and written communication skills
Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity
Excellent analytical skills, experience managing large data quantities from multiple sources
Ability to think and act strategically and develop operation and strategic plans
Comprehensive business understanding of processes and structure
Ability to operate cross-functionally with strong understanding of external business drivers
You might have:
Experience with SAP preferred
Financial Analyst
Finance Analyst Job In Carlsbad, CA
This position uses knowledge of the company's financial systems to extract financial data from various sources to report revenue and calculate appropriate compensation for corporate business partners based on existing contracts and agreements.
ESSENTIAL FUNCTIONS:
• Provides revenue and customer data and trend analysis through regular reporting (daily, weekly, monthly and quarterly).
• Analyzes distributor data, agreements, and rebate requests. Reviews for accuracy, prepares payment and works to resolve discrepancies.
• Develops new reporting and analytical tools to improve the efficiency and effectiveness of monitoring the performance of distribution partners.
• Performs calculations, analysis, payment preparation and reconciliation for various partner incentive programs. Maintains tools and reports utilized to perform these calculations.
• Calculates, monitors and reports distributor inventory positions (monthly) and works to reconcile discrepancies as needed.
• Performs other special projects as assigned. Participates in the resolution of issues and process improvement opportunities.
Requirements
Education/Experience:
• Minimum of 1-3 years of experience in financial and/or strategic analysis.
• Bachelor's degree in business, accounting, economics, or finance required.
Knowledge/Skills:
• Self-starter. Ability to work with little direction.
• Strong analytical and communication skills to convey information effectively.
• Ability to distill large amounts of data and translate analysis into compelling presentations.
• Excellent interpersonal skills. Ability to work with all levels in an organization.
• High level of accuracy in all work.
• Ability to identify errors or discrepancies and take action to resolve independently or involve appropriate partners as needed.
• Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Strong working knowledge of MS Office suite of products, including PowerPoint and Excel.
Equal Opportunity Employer/Veterans/Disabled
Our associates' benefits include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, an EAP program, commuter benefits, and a 401K plan. Our benefit offerings allow employees to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit **********************************************
Senior Financial Analyst
Finance Analyst Job In Carlsbad, CA
About Us: We are a dynamic manufacturing and technology company with revenue over $300M, headquartered in Carlsbad, CA. Our innovative solutions and cutting-edge technology drive our success and growth. We pride ourselves on fostering an exciting and collaborative work environment.
Summary: The Senior Financial Analyst will provide financial leadership to drive business results and operating efficiencies through planning, forecasting and comparison of financial activity. The position manages, prepares, administers, and directs the control of the budget while leading in the development of financial tools to summarize and measure progress of current initiatives, evaluate business opportunities and support in strategic and tactical decision-making.
Primary Responsibilities
: Provide financial oversight and leadership for the business, sharing insights through monthly/quarterly/annual reporting at leadership staff meeting
s Lead long-term strategic planning, annual budgeting and forecast processe
s Identify pertinent financial highlights and provide meaningful and timely data insights that will enable business leaders to take actions against the company's objectives and goal
s Improve and/or create financial planning processes, policies, models, and reports for the assessment of business performanc
e Support ad hoc analyses and special projects such as sensitivity, scenario, what-if analysis and long-range planning, as well as analyzes of the financial impact of changes in business and new business opportunities/acquisition
s Understand, support and execute all work in the established procedures, methods and working requirement
s Implements and maintains department policies and standard
s Lead, develop and mentor a team of manager and finance analys
ts Other Duties as assign
ed
Qualification
s: Prior experience in an FP&A Management ro
le CPA or Master's Degree preferr
ed Bachelor's degree in business administration, accounting, or finance or equivalent combination of education and applicable job experie
nce Knowledge of NetSuite and Adaptive Planning is prefer
red4+ years of experience in a financial analysis r
ole
Knowledge, Skills and Abili
ties Strong hands-on experience in complex financial modeling, problem solving, analysis and plann
ing Excellent problem-solving skills with attention to detail; ability to analyze the overall business imp
act Previous experience managing and leading a t
eam Ability to project manage and drive progress forw
ard Strong written communication and verbal sk
ills Proven ability to multi-task, set project priorities, goals and objectives for s
elf Ability to effectively & professionally communicate with co-workers, customers and ven
dors
What We O
ffer:Competitive salary and performance-based bon
uses.Comprehensive benefits package, including health, dental, and vision insur
ance.401(k) plan with company m
atch.Hybrid work environment with flexible schedu
ling.Opportunities for professional growth and develop
ment.A vibrant and inclusive company cul
ture.
If this role looks like a fit for your career, please apply here for immediate consider
ation.
Finance Manager
Finance Analyst Job In Oceanside, CA
In creating MUNICIPAL in 2020, Co-founders Mark Wahlberg, entertainment executive Stephen Levinson, and performance sports executive Harry Arnett envisioned creating a brand with no existing comparison. Their dream was to combine the best of the most loved iconic sports brands, the greatest elements of the world's most admired luxury brands, and the modern edge of the most influential and coveted streetwear brands-all with undeniable comfort, versatility, and
personality
. And to do it in a way that was a lot more accessible to everyone. They wanted to chart a new, exciting, and industry-leading way forward in the active lifestyle category.
More than that, their mission has been to create a global movement of inspired people who will never stop pursuing their full potential. People who want to make big things happen for themselves, the people they love most, and their communities. People who are willing to articulate their dreams, put a plan in place to achieve it, and then outhustle everyone to make it happen.
Almost five years later, the brand's success has surpassed everyone's expectations, even Mark, Lev, and Harry's massive ones.
And so here we are today, on our way to becoming the next great global lifestyle brand. We already have exciting entries into adjacent categories and extensions and are rapidly building a vast community of enthusiastic brand zealots. With that unique opportunity comes the reality that we need to up our game again and invest heavily in building and expanding our talented, motivated team so that we can continue to execute against our vision, mission, and values.
Role: Finance Manager
Position Summary:
Reporting to the VP of Finance & Operations, the Finance Manager is responsible for the financial operations functions of the company. This role has primary responsibility for the planning, implementation, managing, and running of all the financial and accounting activities of the company, including business planning, budgeting, forecasting, cash flow, and negotiations.
Key Job Responsibilities:
Financial Strategy and Planning:
Develop, execute, and continuously refine the company's financial strategy.
Lead the annual budgeting and monthly re-forecast processes.
Ensure alignment of financial objectives with the overall business strategy.
Financial Reporting and Compliance:
Maintain accurate and compliant financial statements, including P&L, Balance Sheet, and Cash Flow statements.
Manage the monthly and quarterly accounting close for Municipal according to a set schedule.
Review and approve detailed journal entries for adjusting entries, accruals, and standard journal entries and perform accrual and adjusting journal entries when necessary.
Generate regular financial reports for both internal management and external stakeholders.
Ensure adherence to relevant accounting and reporting standards.
Strategic Business Planning:
Collaborate with cross-functional teams to create and update the Strategic Business Plan.
Provide strategic insights and recommendations to the CEO and the Board.
Cash Management and Financing:
Manage the company's cash position in coordination with financial sponsors.
Develop and propose optimal cash management strategies.
Oversee relationships with financial institutions and lenders, including third-party financial services partners.
Tax Compliance:
Ensure full compliance with local, state, and federal tax authorities.
Stakeholder Relations:
Establish and nurture relationships with senior management and financial sponsors.
Act as a key liaison between the finance function and other departments.
Provide strong leadership, direction, and mentorship to the finance team.
Supply Chain and Operations:
Collaborate with sales, operations, and planning to implement and maintain Sales and Operations Planning (S&OP) processes.
Help optimize inventory management from procurement to end-customer delivery.
Technology and Systems:
Collaborate with IT to develop a technology roadmap, with a focus on enhancing financial and operational systems.
Requirements (Experience & Skills)
7+ years in Senior Financial Roles, ideally in apparel and/or direct-to-consumer businesses
Strong sales-focused, growth-oriented track record
Excellent organizational and leadership ability
Bachelor's degree in finance, accounting or economics
Knowledge of US GAAP and financial reporting
Experience in NetSuite or other ERP systems
Experience in Omni-Channel apparel & footwear sales
Self-starter with a high level of initiative
Outstanding communication and negotiation skills
Analytical mind and problem-solving aptitude
HOW TO APPLY:
Please submit your resume and salary expectation to *********************.
JOB LOCATION:
MUNICIPAL is located in Oceanside, CA.
DIVERSITY, EQUITY & INCLUSION
At MUNICIPAL, we believe in the pursuit of our full potential, and we are building a community of inspired people who share that belief. That starts with sustaining a work environment in which every team member knows they can bring their best, most authentic selves to work every day.
MUNICIPAL is an Equal Opportunity Employer, where employment is based upon personal capabilities and qualifications without discrimination based on actual or perceived race, creed, color, religion/spiritual beliefs, ancestry, citizenship status, age, cognitive/physical abilities, sex (this includes sexual orientation, gender identity or expression), marital status, military service, genetic information, arrest record, or any other characteristic protected by applicable federal, state or local laws.
Financial Analyst I
Finance Analyst Job In Irvine, CA
· The Biologics Operations Finance group is looking for a Financial Analyst who will support the Irvine (BLI) manufacturing facility financials. This will involve supporting month end close and forecasting processes, finance support to site and working with the finance manager on developing financial models to support decision making related to business issues.
Key responsibilities are:
· Works on monthly close and financial reporting processes to ensure complete, accurate and timely monthly actual results, including variance analysis and commentary.
· Understands monthly results and communicates issues to Manager and work on resolution or action plan. Ensure compliance with company policies and procedures.
· Prepares variance analysis for each planning cycle and management reporting schedules under direction of Manager and discuss with results with department managers as necessary.
· Support day to day financial tasks of the site, including spend tracking and purchases financial approval for the site
· Prepares and develops drafts of annual Plan, LRP and LBEs as required, and works with cost center managers in understanding the details of what changes of both financial and operating management.
· Performs ad hoc analysis and forecasts as requested.
Qualifications:
· Bachelor's Degree in Accounting.
· Minimum 2-4 years related experience.
· Execute priorities established by Manager with speed, agility and minimal supervision.
· Strong financial, analytical, and problem-solving skills.
· Proficient Excel skills required.
· Knowledge of SAP.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Mohit
Email: **********************************
Internal Id: 25-29272
Senior Financial Analyst
Finance Analyst Job In Newport Beach, CA
Our client, a leading Real Estate Data Insights company offers comprehensive data, insights, and publications related to commercial property and home construction, serving as a vital resource for housing industry professionals. They are searching for a Senior Financial Analyst or Finance Manager to assume an interim role.
-40 hours work/week
-6-8 week Contract
-Vena experience required
Responsibilities:
Assist with integrating financial data from ERPs, ensuring seamless workflow and accuracy.
Maintain budget templates and input systems, ensuring they align with the company's financial goals and strategy.
Collaborate with senior leaders across different segments to provide actionable insights and financial support.
Take a hands-on approach to analyzing financial data, reports, and segment-specific performance metrics.
Manage hierarchical data models and administer Vena to ensure efficient reporting and forecasting processes.
Support the annual budget process, providing timely and accurate information for decision-making.
Qualifications:
2+ of experience in Financial Analysis
Vena Growth Engine experience
Strong Excel skills and proficiency in financial modeling.
Experience with reporting and integration systems such as NetSuite, Salesforce, or similar tools.
Familiarity with Power BI
Strong accounting background and understanding of financial statements.
Financial Advisor/Sales
Finance Analyst Job In Ontario, CA
About the job
Becoming a Financial Advisor
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans including investments for growth, insurance for protection, and annuities for guaranteed income in retirement helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
As a Financial Advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, Licensing & Designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue:
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
Bachelor's degree Preferred
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Financial Analyst
Finance Analyst Job In Carlsbad, CA
Akkodis is seeking a Financial Analyst for a 8 months to support work on their ERP transition SAP S/4HANA. position with our Direct Client located in Carlsbad, CA 92008 (Onsite). Ideally looking for applicants who provide team bandwidth to work on ERP transition to SAP S4/Hana.
Pay Range: $28 - $30/hr on w2; The rate may be negotiable based on experience, education, geographic location, and other factors.
Job Description:
This position uses knowledge of the company's financial systems to extract financial data from various sources to report revenue and calculate appropriate compensation for corporate business partners based on existing contracts and agreements.
ESSENTIAL FUNCTIONS:
Provides revenue and customer data and trend analysis through regular reporting (daily, weekly, monthly and quarterly).
Analyzes distributor data, agreements, and rebate requests. Reviews for accuracy, prepares payment and works to resolve discrepancies.
Develops new reporting and analytical tools to improve the efficiency and effectiveness of monitoring the performance of distribution partners.
Performs calculations, analysis, payment preparation and reconciliation for various partner incentive programs. Maintains tools and reports utilized to perform these calculations.
Calculates, monitors and reports distributor inventory positions (monthly) and works to reconcile discrepancies as needed.
Performs other special projects as assigned. Participates in the resolution of issues and process improvement opportunities.
Requirements Education/Experience:
Minimum of 1-3 years of experience in financial and/or strategic analysis.
Bachelor's degree in business, accounting, economics, or finance required.
Knowledge/Skills:
Self-starter. Ability to work with little direction.
Strong analytical and communication skills to convey information effectively.
Ability to distill large amounts of data and translate analysis into compelling presentations.
Excellent interpersonal skills. Ability to work with all levels in an organization.
High level of accuracy in all work.
Ability to identify errors or discrepancies and take action to resolve independently or involve appropriate partners as needed.
Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Strong working knowledge of MS Office suite of products, including PowerPoint and Excel.
If you are interested in this role, then please click APPLY NOW. For other opportunities available at Akkodis, or any questions, please contact Ayush Garg at ************ or ***************************.
Equal Opportunity Employer/Veterans/Disabled
Benefit offerings include medical, dental, vision, term life insurance, short-term disability insurance, additional voluntary benefits, commuter benefits, and a 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Disclaimer: These benefit offerings do not apply to client-recruited jobs and jobs which are direct hire to a client.
To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit ******************************************
The Company will consider qualified applicants with arrest and conviction records.