Finance analyst jobs in Laguna Niguel, CA - 1,394 jobs
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Controller
Kerr Recruiting Group
Finance analyst job in Irvine, CA
The ideal candidate is a detail-oriented individual who will oversee the company's financial records and account personnel. You will be responsible for maintaining all procedures and controls related to the company's financial accounts.
Responsibilities
Create and manage cash flows
Prepare and submit loan draws
Manage a small staff in the day to day accounting activities
Prepare reports for audits/CFO
Qualifications
Bachelor's degree in Accounting or 5 - 7 years of related experience IN CONSTRUCTION and/or LAND DEVELOPMENT
Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
GAAP knowledge, CPA preferred
Strong written, verbal and collaboration skills
$86k-127k yearly est. 21h ago
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Finance Manager
KCG Search
Finance analyst job in Irvine, CA
Finance Manager | Real Estate Development & Investment
We're partnering with a fast-growing, entrepreneurial real estate development firm. This is a hands-on Finance Manager role for someone who enjoys working close to the deals, collaborating across teams, and helping scale a growing platform.
This role offers visibility, autonomy, and the opportunity to make a real impact - not just maintain models.
Why This Role Stands Out
Exposure to acquisitions, development, and asset-level decision making
Direct partnership with senior leadership
A nimble environment where ideas are welcomed and execution matters
Meaningful work tied to community impact
What You'll Be Doing
Investment & Development Finance
Build and maintain underwriting and pro forma models for new and existing projects
Support acquisition analysis and investment committee materials
Lead financial due diligence efforts, including data room coordination and timelines
Project Finance
Partner with internal teams and external consultants to deliver applications
Support equity and debt closings alongside senior finance leadership
Maintain project documentation throughout the lifecycle
FP&A & Portfolio Support
Develop and manage asset-level budgets and forecasts
Create consolidated corporate financial models and reporting
Prepare cash flow forecasts, capital call schedules, and variance analyses
Work closely with Asset Management on reporting accuracy and controls
Leadership & Collaboration
Serve as a financial resource to internal teams and external partners
Mentor and develop junior analysts through hands-on coaching
Ensure compliance with JV agreements, loan documents, and operating agreements
Required Experience
Bachelor's degree in Finance, Accounting, or related field (or equivalent experience)
Strong real estate finance background; LIHTC experience highly preferred
Advanced Excel and financial modeling skills
Experience building and maintaining complex cash flow and waterfall models
Comfortable working across multiple projects and deadlines
Clear communicator who can work with investors, lenders, and partners
Organized, proactive, and solutions-oriented
Experience with Yardi or similar property management systems a plus
Exposure to affordable housing or mission-driven real estate platforms a plus
Compensation & Location
Competitive base salary + bonus
Hybrid work environment (details shared during conversation)
$86k-122k yearly est. 1d ago
Financial Analyst
Alpine Solutions Group 3.9
Finance analyst job in Irvine, CA
Must be eligible to work in the United States, unable to provide sponsorship at this time.
Hybrid (Irvine, CA) - Onsite 2 days/week
6 Month Contract -
Needs someone who can ramp up quickly
Supports Digital & Technology financial operations, including budget tracking, billing, reporting, and portfolio organization.
Key Responsibilities
Maintain period budget trackers; support period‑end and quarter‑end reporting.
Execute technology billing each period and assist with system transitions.
Gather documentation for annual R&D tax credit reporting.
Maintain centralized lists of platforms, tools, and points of contact.
Support standardized tracking of funding requests and status updates.
Qualifications
Experience in financial operations or FP&A support.
Strong organizational skills and comfort managing multiple trackers and deadlines.
Ability to work independently and collaborate with cross functional teams
Please reply back with an updated resume if you or someone else you know is interested. Thank you.
$60k-97k yearly est. 2d ago
Financial Analyst
RETS Associates
Finance analyst job in Irvine, CA
RETS Associates has been retained by well-known private developer to recruit for a FinancialAnalyst based in Irvine, CA. The Analyst will support management in the evaluation and execution of ground-up development and investment opportunities while assisting with ongoing regional operations and strategic initiatives.
Responsibilities
Analyze markets and identify development and acquisition opportunities
Build and evaluate financial models (cash flow, IRR, waterfalls, exit scenarios)
Support due diligence efforts and assist with PSA and legal document review
Prepare investment committee materials, business plans, and presentations
Assist with lease structuring, construction financing, joint ventures, and capital raises
Track budgets, proformas, and development costs; analyze forecast vs. actual results
Participate in entitlement processes and construction coordination
Maintain regional market data and provide insights on market conditions
Collaborate cross-functionally with design, construction, accounting, legal, and finance teams
Qualifications
Bachelor's degree required; Master's or MBA preferred
2-3 years of experience in real estate development, finance, capital markets, or brokerage
Strong financial modeling and analytical skills
Proficiency in Excel, Word, PowerPoint; basic ARGUS knowledge
Detail-oriented, adaptable, and effective in a fast-paced environment
Willing to travel up to 25%
NO OUT OF STATE CANDIDATES PLEASE - YOU MUST LIVE WITHIN A COMMUTABLE DISTANCE TO COSTA MESA, CA - THIS IS AN ON-SITE POSITION. THANK YOU.
At The Mogharebi Group (TMG), we take a partnership approach to our work, prioritizing understanding our clients' businesses and goals before developing tailored solutions. Our focus is on building long-term relationships and value creation, not just transactions. Through leveraging TMG's shared knowledge, clients sell and purchase multifamily assets with certainty.
Role Description
We are seeking a skilled
Multifamily Commercial Real Estate
Financial/Investment Analyst /Underwriter to join our team. In this position, you will play a crucial role in analyzing real estate investments and providing valuable insights to support our Sales Advisors in the representation of Multifamily property owners.
Responsibilities:
- Evaluate financial performance of multifamily real estate assets
- Collaborate with the team to assess potential real estate acquisitions and dispositions
- Analyze loan processing and underwriting procedures
- Utilize financial acumen to interpret and present data effectively
- Collect, organize, and maintain data related to real estate investments
- Generate reports and presentations on financial analysis findings
Experience:
The ideal candidate must possess the following skills:
- 2+ years' on-the-job experience evaluating and underwriting Multifamily properties (this is critical)
- Experience valuating market rate deals with some affordable knowledge a plus
- Strong mathematical and Excel skills
- Proficiency in quantitative research techniques
- Familiarity with underwriting processes from the brokerage side
- Solid financial acumen and understanding of financial concepts
- Ability to collect and analyze data for informed decision-making
Experience in Affordable Housing programs and how they affect financial analysis, LIHTC, SEC. 8, HUD, TCAC, HAP, etc., is a plus!
Joining our team as a skilled Real Estate Analyst on the brokerage side offers an exciting opportunity to work in a dynamic environment where your analytical skills will be valued and further developed.
Benefits:
401(k)
Health, dental and vision insurance
15 days paid time off, 10 holidays observed
Weekly Schedule: 1 day remote, 4 days in-office in Costa Mesa, CA
$59k-88k yearly est. 3d ago
Financial Analyst - Real Estate Acquisitions & Asset Management
La Placa Group
Finance analyst job in Newport Beach, CA
La Placa Group is a privately held, entrepreneurial real estate investment company based in Southern California. With roots in custom home building and residential redevelopment, we have evolved into a diversified investment platform focused on distressed residential acquisitions and the strategic growth of our rental portfolio, with a long-term objective of scaling into small to mid-sized multifamily assets.
We operate as a lean, fast-moving team where accountability is high, decision-making is direct, and execution matters.
The Role
We are looking for a dynamic, driven professional who wants to grow with our company and make a meaningful impact within a small but scaling team. This is a role for someone with grit, attention to detail, and an ownership mindset-someone who isn't afraid to jump in, take responsibility, and move quickly.
As a FinancialAnalyst - Acquisitions & Asset Management, you will work directly with one of the firm's partners and play a critical role in identifying, underwriting, and prioritizing investment opportunities that align with our investment goals.
Your job is to sift through a large volume of opportunities from multiple deal sources, elevate the highest-priority opportunities, and help drive them toward execution. Speed, judgment, follow-up, and consistency are essential.
This is not a corporate or siloed analyst role. You will interface directly with ownership, internal team members, and external professionals, and your work will have a visible impact on the business.
What You'll Be Doing
Acquisitions & Underwriting
Underwrite and screen a high volume of incoming deals across multiple sources
Identify which opportunities fit our buy box and warrant offer submission
Underwrite fix & flip, buy & hold, and small to mid-sized multifamily opportunities
Perform scenario analysis to evaluate risk, returns, and execution strategy
Audit, maintain, and continuously improve the company's proforma and underwriting models
Support due diligence and acquisition execution with escrow, title, lenders, agents, and partners
Deal Flow & Relationship Management
Proactively follow up with wholesalers, brokers, and agents who provide deal flow
Build rapport and maintain strong relationships with key deal sources
Consistently promote the La Placa Group brand to keep deal flow active and top-of-funnel
Take a hunter mentality toward keeping the pipeline full and relevant
Asset Management & Reporting
Maintain a real-time pulse on all active fix & flip, buy & hold, and rental assets
Track project timelines, budgets, and execution milestones
Provide weekly reporting to senior management on project status, priorities, and risks
Ensure momentum and accountability across the lifecycle of each investment
Any ad-hoc reporting / analysis requested from senior management
What We're Looking For
Bachelor's degree in Finance, Real Estate, Business, or related field
1-2+ years of real estate financial analysis or underwriting experience
Multifamily underwriting experience is a plus
Strong Excel & financial modeling skills
Ability to move quickly while maintaining accuracy
Highly organized with strong follow-through
Get-it-done mentality with a strong sense of responsibility
Ownership mindset-you treat the work like it's your own capital
Coachable, team-oriented, and adaptable in a fast-paced environment
What We Offer
Competitive pay: $60,000-$72,000/year (DOE)
Health insurance
401(k)
Paid time off
Opportunities for career growth and leadership within a rapidly expanding real estate group
Collaborative, supportive environment where your work has a direct and visible impact
Schedule & Location
Full-Time, Monday-Friday
8-hour in-person schedule
Newport Beach office
$60k-72k yearly 3d ago
Strategic Finance Leader for Multi-Unit Franchises
Leap Brands
Finance analyst job in Costa Mesa, CA
A restaurant franchise company is seeking a Vice President of Finance to lead financial strategy and operations across all locations. This crucial role requires overseeing budgeting, forecasting, and financial reporting to ensure compliance and profitability. The ideal candidate will have a Bachelor's degree in a related field and over 5 years of progressive financial leadership experience, preferably in the restaurant or franchise industry. Join us to drive growth and improve financial health across all units.
#J-18808-Ljbffr
$100k-154k yearly est. 2d ago
CGP: Controller
Century Group 4.3
Finance analyst job in Vernon, CA
We are seeking an experienced and highly motivated Controller to lead our client's finance and accounting operations. You will oversee all financial reporting, budgeting, compliance, and drive key initiatives in cost accounting and contracts management. This onsite role requires strong leadership to manage accounting teams and systems while ensuring excellent financial controls and the accuracy of financial data. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $150,000 to $170,000 per year.
Responsibilities:
Oversee the preparation of monthly, quarterly, and annual financial statements in accordance with GAAP.
Ensure compliance with federal, state, and local regulatory requirements, including tax filings.
Lead the annual external audit process, liaising with auditors and preparing necessary documentation.
Prepare management reports for executives, providing insights into key financial metrics, trends, and risks.
Develop and manage the company's annual budget, working closely with department heads to monitor performance against targets.
Lead the forecasting process, providing updated financial projections and variance analysis.
Oversee all aspects of banking relationships and capital investments.
Oversee the financial aspects of all contracts, including compliance, pricing, and terms to ensure profitability and risk management.
Collaborate with sales and operations teams to review, negotiate, and finalize customer and vendor contracts.
Requirements:
Strong understanding of GAAP, financial reporting, and compliance.
Excellent leadership skills with a proven ability to mentor and develop accounting teams.
Proficient in financial systems and accounting software (ERP system experience is a plus).
Strong analytical, problem-solving, and decision-making abilities.
Deep understanding of cost accounting principles and contract management.
Ability to work in a fast-paced, dynamic environment with a growth-oriented mindset.
Strong communication skills and ability to collaborate effectively across departments.
Experience:
Bachelor's degree in Accounting, Finance, or related field.
7+ years of progressive accounting/finance experience, preferably within the foodservice, manufacturing, or school services sector.
Prior experience in a Controller or Senior Accounting role, managing accounting teams.
REF #49535
#LI-POST
$150k-170k yearly 4d ago
Controller
Robert Half 4.5
Finance analyst job in Brea, CA
Description We are looking for a highly skilled and experienced Controller to lead our financial operations in Brea, California. This role requires an individual with a strong background in accounting, financial reporting, and compliance, as well as the ability to provide strategic financial guidance. The successful candidate will play an integral role in maintaining financial integrity, optimizing processes, and supporting overall business objectives.
Responsibilities:
- Prepare accurate and timely financial statements on a monthly, quarterly, and annual basis, adhering to established standards and regulations.
- Oversee all general ledger activities, including account reconciliations and journal entries, ensuring accuracy and completeness.
- Manage and optimize NetSuite accounting modules, including General Ledger, Accounts Receivable/Payable, Inventory, Fixed Assets, and Financial Reporting.
- Lead and mentor the accounting team, providing support in areas such as payroll, bank reconciliations, and accounts receivable/payable.
- Develop and maintain robust financial controls across corporate departments and retail locations.
- Drive the creation of annual budgets aligned with business goals and objectives.
- Analyze financial performance across multiple business segments and provide actionable insights to leadership.
- Establish and enforce internal controls to safeguard company assets and ensure compliance with financial reporting standards.
- Manage cash flow, banking relationships, and credit facilities to ensure liquidity and financial stability.
- Collaborate with leadership to identify opportunities for process improvements and automation, enhancing operational efficiency. Requirements - Bachelor's degree in Accounting, Finance, or a related field is required.
- A minimum of 7-10 years of progressive accounting experience, including at least 3 years in a senior-level Controller position.
- Proven experience in manufacturing, multi-location retail, or wholesale/distribution environments.
- Expertise in NetSuite systems is required; familiarity with system integrations is preferred.
- Strong knowledge of financial reporting standards, internal controls, and compliance with relevant regulations.
- Exceptional leadership and team management skills to support and guide accounting staff.
- Proficiency in financial modeling, budgeting, and analysis to support strategic decision-making.
- Ability to streamline accounting operations and implement process improvements for scalability.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
$86k-129k yearly est. 6d ago
Technical Financial Analyst
Milestone Technologies, Inc. 4.7
Finance analyst job in Long Beach, CA
Milestone Technologies is a global IT managed services firm that partners with organizations to scale their technology, infrastructure and services to drive specific business outcomes such as digital transformation, innovation, and operational agility. Milestone is focused on building an employee-first, performance-based culture and for over 25 years, we have a demonstrated history of supporting category-defining enterprise clients that are growing ahead of the market. The company specializes in providing solutions across Application Services and Consulting, Digital Product Engineering, Digital Workplace Services, Private Cloud Services, AI/Automation, and ServiceNow. Milestone culture is built to provide a collaborative, inclusive environment that supports employees and empowers them to reach their full potential.
Our seasoned professionals deliver services based on Milestone's best practices and service delivery framework. By leveraging our vast knowledge base to execute initiatives, we deliver both short-term and long-term value to our clients and apply continuous service improvement to deliver transformational benefits to IT. With Intelligent Automation, Milestone helps businesses further accelerate their IT transformation. The result is a sharper focus on business objectives and a dramatic improvement in employee productivity. Through our key technology partnerships and our people-first approach, Milestone continues to deliver industry-leading innovation to our clients. With more than 3,000 employees serving over 200 companies worldwide, we are following our mission of revolutionizing the way IT is deployed.
Job Overview
Senior Business Intelligence Analyst - IT Application Support
Overview:
You will interface with the Clients IT staff on a regular basis. This requires you to be onsite at client location M-F.
This role provides production support for enterprise applications and databases, focusing on financial and operational reporting. This role ensures system stability, data integrity, and seamless integration across SAP Business By Design, SAP Concur, N4, N4 Billing, OAS, and Microsoft SQL Server/Oracle databases. The analyst monitors system performance, troubleshoot issues, validates data flows, and supports workflows impacting billing, tariffs, demurrage, and guarantees. By maintaining reliable systems and accurate reporting, the analyst enables informed decision-making and efficient business operations.
Key Responsibilities:
Strong analytical and problem-solving skills with attention to detail.
Excellent communication skills and ability to work collaboratively in a team environment.
· Monitor system performance using application and infrastructure dashboards, proactively resolving issues.
· Manage incidents, service requests, and changes via Jira Service Desk or similar ITSM tools, ensuring accurate documentation.
· Create and update technical documentation in Confluence, including runbooks, procedures, and system references.
· Administer applications in a Windows Server environment, including service restarts and component troubleshooting.
· Perform software upgrades, patches, and maintenance, following vendor guidance and change management procedures.
· Support processes involving terminal and line tariffs, demurrage, and guarantees, particularly as they affect billing.
· Conduct root cause analysis, log review, and post-incident reporting to improve system stability.
· Ensure reliable data flows and integrations across ERP, billing, and reporting systems.
Requirements
Bachelor's Degree required
Should be strong in BI publisher.
Experience in oracle SQL/PL SQL
Experience in writing SQL queries.
Should be able to work on Packages, Functions and Procedures.
Ability to manage client conversations and meetings
Should have 5-10 years' experience in SQL, SAP, billing
Compensation
Estimated Pay Range: 77400.00-90000.00 per year
Exact compensation and offers of employment are dependent on circumstances of each case and will be determined based on job-related knowledge, skills, experience, licenses or certifications, and location.
Our Commitment to Diversity & Inclusion
At Milestone we strive to create a workplace that reflects the communities we serve and work with, where we all feel empowered to bring our full, authentic selves to work. We know creating a diverse and inclusive culture that champions equity and belonging is not only the right thing to do for our employees but is also critical to our continued success.
Milestone Technologies provides equal employment opportunity for all applicants and employees. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, gender, gender identity, marital status, age, disability, veteran status, sexual orientation, national origin, or any other category protected by applicable federal and state law, or local ordinance. Milestone also makes reasonable accommodations for disabled applicants and employees.
We welcome the unique background, culture, experiences, knowledge, innovation, self-expression and perspectives you can bring to our global community. Our recruitment team is looking forward to meeting you.accommodations for disabled applicants and employees.
We welcome the unique background, culture, experiences, knowledge, innovation, self-expression and perspectives you can bring to our global community. Our recruitment team is looking forward to meeting you.
$61k-98k yearly est. 1d ago
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab 4.8
Finance analyst job in Irvine, 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.
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
Preferred Qualifications
CFP or CFA
Superior relationship management and client retention experience
Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.
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
$52k-96k yearly est. 1d ago
Senior Manager, Finance
GXO Logistics
Finance analyst job in Bloomington, CA
Continue to Grow with GXO.
At GXO, we know our greatest asset is people like you - energetic, innovative people of all experience levels and talents who make GXO a great place to work. Your career matters to us because your passion and excitement will help keep our company moving forward.
Logistics at full potential.
As the Senior Finance Manager, you will act as a member of the onsite leadership team for a new dynamic operation supporting a globally recognized apparel brand . Become a part of our fast-growing, dynamic team and we'll help you develop your career to a level that will exceed your expectations.
Pay, benefits and more.
The annual salary range for this role is $140,000.00 - $155,000.00. GXO, in good faith, believes this is the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range and this range is only applicable for jobs to be performed in California. This rate may be modified in the future. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and other benefits to eligible employees. You can apply for this role by clicking on the Apply now button at the bottom of this posting (or through the Employee Job Hub if you are a current GXO employee). Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
What you'll do on a typical day:
Serve as the Senior Finance Manager for a warehouse operation; representing finance in meetings with operations and the customer to keep abreast of upcoming changes to the business
Partner with operations and other functional groups to facilitate successful execution against financial targets, proposed capital projects, wage rate programs, shift change impacts, etc.
Act as finance lead for site specific account management proposals to the customer
Maintain and ensure the satisfactory preparation and distribution of internal and customer-facing reports
Identify methods to monitor performance against original assumptions; convert pricing models to operational forecasts / targets / budgets
Design, prepare, maintain, and present forecasts, budgets and variance analysis for both customer-facing and internal to GXO performance on a weekly, monthly, and annual basis
Engage in labor management activities in tracking operational performance using proprietary tools
Set up invoice templates, queries and/or manual processes for invoice data collection
Ensure invoices are effectively presented to the customer accurately and on time
Coordinate the setup of new accounting units, project codes, work centers, etc., as needed for billing and proper cost accounting as well as enabling operational success of the facility
Develop detective controls and predictive indicators
What you need to succeed at GXO:
At a minimum, you'll need:
Bachelor's degree in Accounting, Finance or Business, or equivalent related work or military experience
5 years of experience in financial analysis, financial/strategic planning, accounting and/or budgeting
Experience evaluating systems of internal control
Microsoft Office and analytic software experience, including performing database collection, using software programs to gather data for modeling and making meaningful use of data
Experience developing and preparing capital and operating budgets
Experience monitoring budgets and identifying problem areas; conducting research into causes and corrective actions, and making appropriate recommendations
It'd be great if you also have:
Master's degree and/or CPA certification
7 years of experience in financial analysis, financial/strategic planning, accounting and/or budgeting
Background in logistics, transportation, warehousing and/or distribution
The ability to learn and understand functionality of multiple logistics-related systems (warehouse, transportation, shipment management systems, etc.)
Knowledge of and experience with information technology functional areas, including operations, marketing, sales, pricing, project management, human resources and information systems operations
Thorough knowledge of financial monitoring/control, and general ledger and accounts payable processes and procedures
We engineer faster, smarter, leaner supply chains.
GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work.
We are proud to be an Equal Opportunity/Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, sex, disability, veteran or other protected status.
GXO adheres to CDC, OSHA and state and local requirements regarding COVID safety. All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers.
All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement here.
$140k-155k yearly 10h ago
Controller
Wolf & Shepherd 3.6
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. 21h ago
Manager, Financial Planning & Analysis
Artemis 3.5
Finance analyst job in Huntington Beach, CA
We are an established, growing brand and are expanding our team by bringing in our first dedicated FP&A professional. We are looking for an FP&A Manager to take ownership of our budgeting and planning processes, further establish finance as a business partner to the organization, and modernize our reporting. As the organization continues to achieve record revenues, we need stronger visibility into our operations and cash flow to better predict, plan, and manage the business. This is an opportunity to step into a stable, well-established organization and modernize the business.
Responsibilities:
Lead the annual company-wide budgeting process and partner with budget owners to forecast expenses and provide guidance.
Develop and track KPIs to monitor business performance, analyze major expense categories, and summarize variances versus plans, budgets, and forecasts.
Support ad hoc financial modeling and scenario analysis.
Create standardized reporting templates and dashboards, analyze actual results versus budget and forecast, and update rolling forecasts.
Prepare executive-level summaries highlighting key drivers, risks, and opportunities, and support monthly close with analytical insight.
Design, maintain, and update structured cash flow and balance sheet forecasts, coordinating with department leaders and analyzing variances.
Identify risks and opportunities related to liquidity, working capital, and capital structure, and communicate key movements to senior leadership.
Maintain reserve analyses (inventory, sales returns, purchase price variances, manufacturing variances, and bad debt) with consistent, documented assumptions.
Partner with Accounting to ensure proper financial statement presentation and compliance.
Analyze variances between actual and forecasted inventory costs, evaluate costing methodologies, and identify systemic issues in inventory processing.
Monitor aged inventory, coordinate scrap approvals, and track financial impact.
Drive improvements in forecasting accuracy, reporting quality, and planning processes.
Identify opportunities for automation and enhanced reporting tools, support ERP/BI system enhancements, and establish FP&A best practices for documentation and controls.
Requirements:
Bachelor's degree in finance, accounting, economics, or related - required
5+ years of progressive experience in FP&A / corporate finance
Experience in consumer products, manufacturing, distribution, or other product/inventory related operations
Exposure to inventory accounting and cost analysis
Strong eye for process, efficiency, and optimizing systems/tools/templates, etc.
Excellent communication skills and ability to confidently engage with cross-functional team members
$70k-87k yearly est. 2d ago
Senior Accountant
Arena Family of Companies
Finance analyst job in Temecula, CA
Job Title: Senior Accountant
Industry: Construction
Employment Type: Full Time
About the Company
I'm working directly with a growing contractor performing large scale projects throughout the region. The company operates with a strong field driven culture and is expanding its accounting and finance team to support continued growth. The business performs a significant volume of prevailing wage and public works projects and requires strong construction accounting discipline, particularly around compliance, job cost tracking, and cash flow management.
Position Summary
The Senior Accountant will play a key role in supporting the financial operations of the company, with a heavy emphasis on construction accounting, accounts payable, accounts receivable, and compliance documentation. This role requires a hands on accountant with at least five years of experience in a construction environment who understands job cost accounting, lien releases, certified payroll support, and cash flow management tied to project billing cycles.
This position works closely with project managers, operations leadership, and external partners to ensure accurate financial reporting, timely collections, and proper handling of compliance releases.
Key Responsibilities
Manage full cycle accounts payable and accounts receivable for construction projects
Process vendor invoices, verify coding to job cost and general ledger, and manage payment runs
Prepare and issue customer billings, including progress billings, retention, and change order billing
Track and manage lien releases, conditional and unconditional waivers, and compliance documentation
Support prevailing wage and public works compliance documentation as needed
Reconcile bank accounts, credit cards, and balance sheet accounts
Maintain accurate job cost reports and support cost to complete tracking
Assist with monthly close, journal entries, and financial statement preparation
Monitor cash flow and support collections efforts with project managers
Coordinate with subcontractors, vendors, and internal teams regarding payment status and releases
Support external CPA firm with audits, reviews, and year end reporting
Identify and improve accounting processes, controls, and reporting accuracy
Required Qualifications
Minimum of five years of experience in construction accounting
Direct experience handling accounts payable and accounts receivable in a construction environment
Hands on experience managing compliance releases, lien waivers, and public works documentation
Strong understanding of job cost accounting and construction billing cycles
Experience working with project managers and operations teams
Proficiency with accounting software and Excel
High attention to detail and strong organizational skills
Ability to manage multiple priorities in a fast paced construction environment
Preferred Qualifications
Experience working for a construction company
Experience with prevailing wage projects
Experience with job cost systems such as Viewpoint, Sage, or similar platforms
Associate or Bachelor's degree in Accounting, Finance, or related field
Why Join
Growing contractor with strong backlog and leadership team
High impact role with visibility across the business
Opportunity to help scale accounting operations as the company grows
Competitive base salary of $80,000 to $120,000 depending on experience
Benefits package including health insurance, paid time off, and retirement plan
$80k-120k yearly 1d ago
CGP: Controller (A-133 Audit / ASC 842)
Century Group 4.3
Finance analyst job in Long Beach, CA
We are partnering with a leading non-profit organization seeking an Audit Controller. This position is temporary and hybrid. Exact compensation may vary based on skills, experience and location. Expected starting base salary $62 to $72 per hour. Responsibilities:
Utilize a nonprofit background to manage financial operations for an organization with 60 programs.
Handle audit support, specifically the Single Audit.
Ensure compliance with Lease Accounting.
Familiarity with Sage Intacct and Sage 100 is a plus.
REF #48798
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$62-72 hourly 4d ago
Chief Accounting Officer - BJR
Leap Brands
Finance analyst job in Costa Mesa, CA
The Vice President of Accounting is a senior finance leader responsible for overseeing all accounting operations for the restaurant group, including financial reporting, general ledger, payroll, accounts payable/receivable, fixed assets, and internal controls. This role ensures accurate, timely, and compliant financial statements while supporting operational scalability, margin management, and strategic decision‑making across a multi‑unit restaurant portfolio.
Key Responsibilities Financial Leadership & Reporting
Lead and oversee all accounting functions, including GL, AP, AR, payroll, fixed assets, and revenue recognition.
Ensure timely and accurate monthly, quarterly, and annual financial close processes.
Prepare and review consolidated financial statements in accordance with GAAP.
Partner with the CFO on financial strategy, budgeting, forecasting, and long‑range planning.
Provide clear financial insights and variance analysis to executive leadership and operations teams.
Operational Accounting (Restaurant Focus)
Oversee unit‑level accounting, including sales reporting, cash controls, labor accounting, food and beverage cost tracking, and inventory.
Support new restaurant openings, remodels, acquisitions, and divestitures from an accounting and systems perspective.
Collaborate with operations to improve margin performance, cost controls, and financial discipline at the store level.
Controls, Compliance & Audit
Establish, maintain, and enhance internal controls and accounting policies to support growth and mitigate risk.
Ensure compliance with federal, state, and local regulations, including sales tax, payroll tax, and tip reporting.
Lead external audits, tax filings, and interactions with auditors, tax advisors, and banking partners.
Oversee compliance with debt covenants and lender reporting requirements.
Systems & Process Improvement
Own accounting systems and tools (POS integrations, ERP, payroll, expense management).
Drive process improvements, automation, and standardization to scale the accounting function efficiently.
Lead system implementations or upgrades as the business grows.
Team Leadership & Development
Build, mentor, and lead a high‑performing accounting team.
Establish clear roles, performance expectations, and professional development plans.
Foster a culture of accountability, collaboration, and continuous improvement.
Qualifications Education & Experience
Bachelor's degree in Accounting or Finance (Master's preferred).
CPA required.
10+ years of progressive accounting experience, including senior leadership roles.
Prior experience in multi‑unit restaurant, hospitality, retail, or consumer services strongly preferred.
Technical Skills
Expert knowledge of GAAP and financial reporting.
Experience with multi‑entity consolidations.
Strong understanding of restaurant P&Ls, labor models, food cost, and unit economics.
ERP and POS system experience (e.g., NetSuite, Sage Intacct, Oracle, Toast, Aloha, Micros).
Leadership & Business Skills
Proven ability to lead and scale accounting teams in a fast‑paced environment.
Strong business acumen with the ability to translate financial data into operational insights.
Excellent communication skills with executive‑level presence.
Hands‑on, detail‑oriented, and solutions‑focused mindset.
#J-18808-Ljbffr
$62k-113k yearly est. 1d ago
Senior Financial Planner
Charles Schwab 4.8
Finance analyst job in Irvine, 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.
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is 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. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
Our opportunity:
Deliver comprehensive financial plans for the most sophisticated and complex client situations. Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues. Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer. Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate.
Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning. Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings. Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere.
What you are good at:
As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan.
Planning
Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP professional on an ongoing basis.
Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan.
Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client's ongoing appropriateness for the recommended investment allocation solution.
Partnering
Proactively engage partners to create awareness around our most comprehensive financial planning abilities.
Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate.
Time management / organization / ability to utilize new technologies.
Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.
Ability to coordinate meetings and presentations with business partners and clients.
Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include:
Master's level or equivalent Financial Planning-related designation
CFP designation is required.
Active and valid FINRA Series 7 license required.
Active and valid FINRA Series 63/65 or 66 required
Bachelor's degree required.
Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience
Passion for financial planning to help clients manage their financial futures and build stronger relationships with clients.
Ability to articulate the value and importance of financial planning services.
Knowledge and ability to move clients through complete and complex financial planning cycle.
Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals.
Excellent communication skills and ability to effectively communicate complex topics to clients.
Strong client services skills and ability to anticipate and resolve problems on own initiative.
Embrace an entrepreneurial and self-starter mentality.
Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs.
Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.
Proven work ethic with a high level of integrity to build trust with our clients and internal partners.
Collaborative and relationship-focused work style with demonstrated success in a team-based environment.
Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.
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
$41k-57k yearly est. 21h ago
Accounting Consultant
Robert Half 4.5
Finance analyst job in Cerritos, CA
Robert Half is recruiting for Senior Accounting Consultant available to work onsite in Cerritos, CA area or nearby territories within 20 miles radius. Responsibilities will include but not limited to: GL, month end, reconciliations, budgeting, tax, audit, assist with payroll, cash, perform senior management duties, etc. If interested and available for onsite work in Cerritos, CA please apply to be considered.
Qualifications:
Bachelors / Master's degree
5-7+ years of accounting / finance experience
Advance MS Excel skills
Knowledge of ERP systems ( NetSuite, SAP, Oracle, MS Dynamics, etc)
Strong communication, presentation and analytical skills
Ability to work in a high-paced environment
CPA ( big plus)
$62k-89k yearly est. 21h ago
CGP: Controller
Century Group 4.3
Finance analyst job in Orange, CA
Century Group is partnering with a client that is seeking a controller to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base pay rate of $52.00 to $54.00 per hour. Job Responsibilities:
Support month-end and quarter-end close processes and prepare internal financial reports
Coordinate with external auditors and Japan HQ to ensure timely and accurate reporting
Monitor daily cash positions and oversee payment scheduling and liquidity management
Lead the annual budgeting process and develop financial models for strategic planning
Supervise and develop a finance team while collaborating with the Accounting Manager and CFO
Requirements:
Demonstrate strong knowledge of US GAAP, including ASC 606 and ASC 842
Use accounting systems such as Microsoft Dynamics 365 or SAP with advanced Excel skills
Communicate effectively with cross-functional teams and external partners
Apply strong analytical and problem-solving skills to financial and operational challenges
Thrive in a high-volume, fast-paced environment with multiple priorities
Qualifications:
A Bachelor's degree in Accounting, Finance, or a related field; CPA or CMA strongly preferred
10+ years of progressive accounting experience, including 5+ years in a supervisory role
Understand multi-state tax compliance, transfer pricing, and tax planning strategies
Possess experience in multi-location retail or transaction-heavy environments
Focus on process improvement, automation, and strategic financial planning
REF#50686
#Ind-LA-OC
How much does a finance analyst earn in Laguna Niguel, CA?
The average finance analyst in Laguna Niguel, CA earns between $49,000 and $105,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Laguna Niguel, CA
$72,000
What are the biggest employers of Finance Analysts in Laguna Niguel, CA?
The biggest employers of Finance Analysts in Laguna Niguel, CA are: