Operations Analyst II
Finance analyst job in Los Angeles, CA
STAND 8 provides end to end IT solutions to enterprise partners across the United States and with offices in Los Angeles, New York, New Jersey, Atlanta, and more including internationally in Mexico and India The Operations Analyst II is responsible for assisting with the configuration and maintenance of the Firm's applications. This role works closely with the IT Operations Manager and the Director of Information Technology and interacts regularly with all members of the IT team regarding application deployment, stability, innovation, maintenance, and overall support. The Operations Analyst II also provides escalated support to team members, the Help Desk, and end users.
Responsabilities:
Troubleshoot cloud and on-premise application errors, isolate problems, and determine solutions in a timely manner.
Partner with IT Operations team members to develop and implement resolutions to application issues.
Implement, integrate, and manage cloud and on-premise Firm applications.
Deploy and integrate new applications and systems to local and remote environments using SCCM, Intune, and Ivanti.
Manage the application product lifecycle and communicate upcoming changes that may impact the Firm.
Provide escalation support to the Help Desk.
Provide after-hours support as part of an escalation or on-call rotation.
Support IT Operations team members with projects and task completion.
Provision and decommission accounts in applications and platforms, including Active Directory and Microsoft Exchange Online.
Manage and maintain the Active Directory environment.
Address Windows updates and security vulnerabilities while adhering to strict patching SLAs.
Develop and maintain system support documentation and related procedures.
Perform quality control testing for Firm applications to ensure a reliable working environment.
Maintain relationships with vendors and consultants related to Firm technologies.
Assist with evaluations and recommendations for Firm technologies.
Independently manage projects.
Support the creation of training materials for Firm applications.
Perform other duties as assigned.
Competencies
Collaborates
Instills Trust
Customer Focus
Drives Results
Situational Adaptability
Resourcefulness
Action-Oriented
Tech-Savvy
Required Skills
Strong understanding and demonstrated experience with several of the following:
Microsoft 365 technologies (Office 365, SharePoint Online, Exchange Online, Dynamics, Power Automate)
Azure and Entra ID
Windows 11 OS
Windows Server OS
PowerShell and automation scripting
Cloud collaboration tools (OneDrive for Business, Box)
Remote desktop technologies (Azure Virtual Desktop, Citrix, RDP, BeyondTrust)
Application packaging/deployment tools (Intune, Microsoft Endpoint Manager, MSI packagers)
Metadata management software
Tools
Windows 11
Windows Server OS
Microsoft 365 technologies
Data extraction, transformation, and loading
Azure and Entra ID
Qualifications
High school diploma or GED
Experience with Windows 11, Windows Server, and Microsoft 365
Experience with Azure and Entra ID
3-6 years of related technical experience in large (300+ user) environments
Project management experience running small to mid-sized projects
Ability to prioritize multiple assignments and meet deadlines
Strong written and verbal communication skills
Ability to work professionally with all organizational levels and external entities
Ability to learn new technologies quickly
Ability to travel up to 10%
Ability to work extended hours, nights, weekends, and rotating escalation duties when required
Physical Demands
Writing, typing, reading, speaking, hearing, seeing
Sitting, bending, reaching
Lifting up to 50 lbs
Working Conditions
Quiet office environment in a high-rise building; seated most of the time
Occasional work in data centers with high noise and low temperatures
Benefits
Medical coverage and Health Savings Account (HSA) through Anthem
Dental/Vision/Various Ancillary coverages through Unum.
401(k) retirement savings plan
Paid-time-off options
Company-paid Employee Assistance Program (EAP)
Discount programs through ADP WorkforceNow
Additional Details
The base salary range for this position is $115K - $165K annually, depending on experience.
Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training
About Us
STAND 8 provides end-to-end IT solutions to enterprise partners across the United States and globally with offices in Los Angeles, Atlanta, New York, Mexico, Japan, India, and more. STAND 8 focuses on the "bleeding edge" of technology and leverages automation, process, marketing, and over fifteen years of success and growth to provide a world-class experience for our customers, partners, and employees.
Our mission is to impact the world positively by creating success through PEOPLE, PROCESS, and TECHNOLOGY.
Check out more at ************** and reach out today to explore opportunities to grow together!
By applying to this position, your data will be processed in accordance with the STAND 8 Privacy Policy.
Financial Planning Analyst, Multifamily
Finance analyst job in Los Angeles, CA
Omninet Capital is seeking a detail-oriented FP&A Analyst to join the multifamily real estate finance team. This is ideal for someone eager to learn how portfolio performance, budgeting, and forecasting drive strategic decisions in real estate.
You will support financial planning and reporting across multiple multifamily assets, partnering with property management, accounting, and investment teams to help improve operational efficiency and financial performance.
Key Responsibilities
Assist in the annual budgeting and quarterly forecasting process for a portfolio of multifamily properties
Prepare and analyze monthly financial reports, identifying variances between actuals, budget, and forecast
Develop and maintain financial models and dashboards to monitor key performance indicators (KPIs), occupancy trends, rent growth, and expense drivers
Partner with property management and accounting teams to ensure timely and accurate financial reporting
Support cash flow forecasting, capital expenditure tracking, and ROI analysis for renovation or improvement projects
Conduct market benchmarking and expense analysis to support decision-making on rent pricing, operating costs, and capital allocations
Assist in preparing materials for senior management and investors, summarizing financial results and performance insights
Qualifications
Bachelor's degree in Finance, Accounting, Real Estate, Economics, or a related field
Strong analytical and quantitative skills with proficiency in Excel and financial modeling
Excellent attention to detail and ability to synthesize complex financial data
Understanding of key financial metrics (NOI, operating margins, cash flow, capex, etc.)
Strong communication and organizational skills; comfortable collaborating with multiple departments
Eagerness to learn about the multifamily real estate industry and its financial drivers
Omninet Capital, LLC is an Equal Opportunity Employer and is committed to maintaining a workplace free from discrimination and harassment. We recruit, employ, train, compensate, and promote without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local laws.
All employment decisions are based on qualifications, merit, and business needs. Omninet complies with all applicable state and local fair employment practices laws, including the California Fair Employment and Housing Act (FEHA).
SAP Finance RTR and OTC Systems Lead
Finance analyst job in Los Angeles, CA
The Technical Lead, Finance RTR (Record-to-Report) and OTC (Order-to-Cash) Systems is responsible for the architecture, technical design, implementation, and ongoing optimization of Finance systems that support end-to-end RTR and OTC processes. This role serves as the senior technical expert overseeing ERP and connected platforms, ensuring system stability, data integrity, automation, and alignment with Finance and business strategy. The Technical Lead partners closely with Accounting, Revenue Operations, Billing, IT Architecture, and external solution providers to deliver scalable and high-quality solutions.
Key Responsibilities
1. Technical Strategy & Solution Architecture
Own the technical roadmap for RTR and OTC systems, ensuring alignment with enterprise architecture and Finance transformation goals.
Design scalable solutions and integration patterns that support global accounting, revenue, billing, collections, and reporting processes.
Establish and enforce engineering standards, configuration governance, and development best practices.
Provide technical leadership and mentorship to internal developers, analysts, and vendor teams.
2. System Development, Configuration & Integration
Lead the design and development of application enhancements, customizations, data models, and interfaces supporting RTR and OTC workflows.
Oversee integrations with supporting platforms (CRM, billing systems, banking interfaces, FP&A tools, data warehouses, tax engines).
Ensure high-quality design documentation, technical specifications, and system configuration records.
Perform or oversee data validation, migration activities, and system performance tuning.
3. Production Support & Continuous Improvement
Serve as the escalation point for complex incidents, system defects, and data integrity issues.
Conduct root-cause analysis and implement corrective and preventive solutions.
Manage upgrades, patches, regression testing, and release cycles.
Identify automation opportunities and drive continuous improvement across RTR and OTC processes.
4. Business Partnership & Stakeholder Alignment
Collaborate with Accounting, Revenue Operations, Billing, Treasury, FP&A, and other Finance teams to understand process needs and translate them into technical solutions.
Work closely with product owners to refine backlogs, define user stories, and prioritize enhancements.
Communicate technical concepts clearly to non-technical stakeholders and influence decision-making.
5. Compliance, Controls & Risk Management
Ensure RTR and OTC system designs adhere to SOX controls, audit requirements, revenue-recognition standards, and organizational security policies.
Support user access governance, data privacy rules, and segregation-of-duties controls.
Maintain structured change-management, release governance, and documentation practices.
Required Qualifications
Bachelor's degree in Computer Science, Information Systems, Engineering, or related field.
6-10+ years of experience delivering solutions in Finance systems related to RTR and/or OTC.
Strong expertise in ERP platforms (SAP, Oracle Workday Financials, NetSuite, Microsoft Dynamics, etc.) or specialized billing/revenue tools.
Proficiency with integration technologies (APIs, middleware, REST/SOAP services, EDI, iPaaS).
Demonstrated experience as a technical lead or senior technical SME.
Solid understanding of core financial processes:
RTR: GL, consolidations, fixed assets, intercompany, close & reporting
OTC: order management, billing, invoicing, revenue recognition, cash application
Strong analytical, debugging, and solution design skills.
Investment Consultant - Thousand Oaks, CA
Finance analyst job in Thousand Oaks, 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 an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
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
Senior Asset Management Analyst
Finance analyst job in Santa Monica, CA
RETS Associates, on behalf of our client, a diversified real estate operation platform with expertise in high-quality, grocery anchored shipping centers and premier office assets, is seeking an Asset Management Analyst/Sr. Analyst in Santa Monica, CA. The Analyst will support the Asset Management team in maximizing property values across a national portfolio of retail shopping center and Office assets. This position provides analytical and strategic support to Market Leads, acting as a financial partner responsible for modeling, valuation, leasing analysis, and transaction support.
Responsibilities:
• Develop, maintain, and validate property-level financial models and cash flow projections in Excel and Argus.
• Partner with Market Leads on annual budgets, forecasts, and strategic financial plans aligned with asset and company goals.
• Conduct investment and portfolio analyses, including hold/sell, yield on cost, and repositioning scenarios.
• Support quarterly valuation processes, coordinating with valuation teams and brokers to assess investment returns and market assumptions.
• Assist with due diligence and underwriting for dispositions and financings, preparing materials for buyers, lenders, and internal stakeholders.
• Prepare financial reports, memos, and presentations for leadership and investors.
• Participate in site visits to understand asset positioning, market conditions, and operational performance.
Qualifications:
• Bachelor's degree in Real Estate, Finance, Economics, or Accounting.
• 1-4 years of experience in real estate asset management, investment analysis, or related field.
• Proficiency in Excel and Argus.
• Strong understanding of financial modeling, valuation and return metrics.
• Excellent communication, organization and time management skills.
• Willingness to travel up to 15%.
Commercial Data/Pricing Analyst
Finance analyst job in Cypress, CA
We are currently looking for a Commercial Pricing Analyst to come on-board for a Full-Time role with one of our Logistic Organizations in Cypress, CA. The Commercial Pricing Analyst will perform diverse analyses on cost optimization alternatives for the company's international logistics network. They will also be involved in providing pricing to the Sales team for international and domestic mail, publications, and parcel distribution solutions. The ideal candidate will have 1-5 years of relevant work experience, an expert with Excel, Power BI, and if you have logistics experience, that would be a major plus.
Responsibilities:
Develop routing schemes and quotes, working with Sales, Finance, Business Development, and other departments as necessary
Work directly with all company departments, including sales, customer service, operations, dispatch, billing, A/P, export, and finance, to achieve routing and pricing objectives.
Manage and maintain proprietary pricing, costing, and routing databases and tools
Interpret data and conduct a technical analysis to determine financial performance and operational efficiency, and help drive business decisions
Special assignments as requested by management
Develop customized reports as requested
Qualifications:
Bachelor's degree in Logistics, Business, STEM or related field.
Strong demonstrated analytical background and experience
Advanced competency using MS Excel, SQL, Power BI, and other software to perform sensitivity analyses with available data.
1-5 years of relevant work experience.
Knowledge of eCommerce parcel and mail distribution, international logistics or supply chain logistics is highly desirable
Able to communicate clearly and courteously with various stakeholders to ask questions, accurately gather data and convey results.
Ability to work well in diverse team environments.
Please note: This position is not open to 3rd party c2c agencies. No visa sponsorship provided. All applicants must have permanent US work authorization and not require sponsorship now or in the future. Locals/ daily commuting distance only please; no remote or relocation.
Operations Analyst II
Finance analyst job in Los Angeles, CA
This is a Direct Hire opportunity, must be local to Los Angeles, CA and able to work W2 through Ledgent Technology. This is not 3rd party friendly, there are no referral fee's for this role.
The Operations Analyst II is responsible for assisting with the configuration and maintenance of the Firm's applications. The Operations Analyst II works closely with the IT Operations Manager and the Director of Information Technology and has regular interactions with all members of Information Technology as it relates to application deployment, stability, innovation, maintenance, and the full scope of its duties. The Operations Analyst II provides escalated support to team members, Help Desk, and end users.
JOB FUNCTIONS
Experience w/ Automating w/ Bash & PowerShell
Experience w/ Azure & M365
Microsoft Power Platform Suite - Power Automate, Power Apps, Power BI,
Troubleshoot cloud and on-premise application errors, isolate problems and determine possible solutions in a timely manner.
Partner with other IT Operations team members to develop and implement resolutions to application errors and issues.
Implement, integrate, and manage cloud and on-premise Firm applications.
Deploy and integrate new applications and systems to both local and remote systems utilizing SCCM, Intune, and Ivanti.
Manage application product lifecycle, inform on future changes that affect or may affect the Firm.
Provide escalation support to the Help Desk.
Provide after-hours support to the Help Desk and/or users as part of the escalation or on-call rotation.
Provide support for other IT Operations team members for projects and task completion.
Provision and decommission accounts in applications and platforms, including Active Directory and Microsoft Exchange Online.
Manage and maintain the Active Directory environment.
Address Microsoft Windows updates and security vulnerabilities and adhere to a strict patching SLA.
Develop and maintain documentation related to all system support protocols and related responsibilities.
Perform quality control testing practices and procedures for Firm applications to provide and maintain a reliable working environment.
Develop, maintain, and manage relationships with vendors and consultants related to Firm's technologies.
Assist with the evaluations and recommendations for Firm technologies.
Manage projects independently.
Support the creation of training materials for Firm applications.
Perform other duties as assigned.
COMPETENCIES
Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.
Instills trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
Customer focus: Building strong customer relationships and delivering customer-centric solutions.
Desired Skills and Experience
* Using Bash and PowerShell scripting for automation.
* With the cloud - Azure, M365
* Looking for candidates that have experience automating.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Revenue Analyst III Finance
Finance analyst job in Costa Mesa, CA
Revenue Analyst III : Finance
Costa Mesa, CA, United States
Primary Duties and Responsibilities
The Revenue Analyst III is a technical expert with strong analytical experience in a healthcare environment with emphasis in managed care and government reimbursement. This role serves as a financial resource for both clinical and administrative areas and will act as a lead analyst on projects.
As part of the Finance Revenue team, this position will support Managed Care Contracting for contract modeling and revenue impact analysis in support of negotiations, helping to identify underpayments, and tracking profitability within our managed care contracts.
Will also prepare analyses related to the financial impact of Medicare and Medi-Cal changes in reimbursement to identify financial and or operational impacts to revenue.
Will support the annual build of the Hoag operating budget, touching across multiple entities with regards to volume and revenue projection.
Responsible for a designated Hoag entity to analyze and present monthly performance to executive leadership as it relates to volume, revenue, payor mix and case mix, as well as perform the month end contractual reserve calculation for Accounting.
Additionally, the Revenue Analyst III will support Accounting's management team for cost report preparation, OSHPD reporting, Bond/Rating Agency reporting, as well as year-end and interim audit.
Provides support for all levels of leadership with requested ad-hoc revenue impact analysis related to items such as payer mix, acuity, reimbursement, and volume.
Own and maintain specific recurring reporting related to volume and revenue performance.
Performs other duties as assigned.
Qualifications
Education and Experience
Bachelor's degree in business administration, finance, accounting, or healthcare administration.
5+ years' experience as an analyst in a healthcare environment with emphasis on managed care reporting and reimbursement
General understanding of DRG and CPT/HCPC Medical Coding and Medical Terminology. Strong understanding of Managed Care and Government reimbursement methodologies
General knowledge of hospital operations (Revenue Cycle: Registration, Patient Accounting/Billing, data processing).
Understanding of Accounting Principles and Hospital Financial Reporting.
About Us
Hoag Memorial Hospital Presbyterian is a nonprofit regional health care delivery network in Orange County, California, consisting of three acute-care hospitals with sixteen urgent care centers, eleven health centers and a network of more than1,800 physicians, 100 allied health members, 8,000 employees, and 2,000 volunteers. More than 30,000 inpatients and 550,000 outpatients choose Hoag each year.
For over 70 years, Hoag has delivered a level of personalized care that is unsurpassed among Orange County's health care providers. Since 1952, Hoag has served the local communities and continues its mission to provide the highest quality health care services through the core strategies of quality and service, people, physician partnerships, strategic growth, financial stewardship, community benefit and philanthropy.
Hoag offers a comprehensive blend of health care services including six institutes providing specialized care in the areas of cancer, heart and vascular, neurosciences, women's health, orthopedics, and digestive health through our institutes.
Hoag was the highest ranked hospital in Orange County in the 2024-2025 U.S. News &World Report, the only Orange County hospital ranked in the top 10 for California. The organization was ranked the #5 hospital in the Los Angeles Metro Area and the #10 hospital in California.
To learn more about Hoag's awards and accreditations, visit: *******************************************************
Hoag is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Hoag is committed to the principle of equal employment opportunity for all employees and providing employees with a work environment free of discrimination and harassment. Hoag hires a diverse group of people in a manner that allows them to reach their full potential in the pursuit of organizational objectives.
Job Info
Job Identification 126503
Job Category Finance, Accounting & Planning
Posting Date 08/14/2025, 04:22 PM
Job Shift Day
Locations 2975 Red Hill Ave, Costa Mesa, CA, 92626, US
Pay Range $40.41 - $62.36/hr
Onsite
Job Schedule Full Time
Controller - Yardi
Finance analyst job in Los Angeles, CA
We are seeking an experienced Controller to lead and manage the financial operations of a mission-driven non-profit organization specializing in multi-family and residential property portfolios. This role offers an exciting temp-to-perm opportunity for the right candidate who demonstrates leadership, technical expertise, and a commitment to organizational values. Proficiency in Yardi property management software is essential.
Key Responsibilities
Oversee all accounting functions, including general ledger, accounts payable/receivable, and month-end close.
Manage preparation of financial statements, budgets, and forecasts; ensure timely and accurate reporting to senior leadership.
Supervise and mentor accounting staff, fostering a culture of accountability and continuous improvement.
Implement and maintain internal controls to safeguard assets and ensure compliance with GAAP and regulatory requirements.
Direct cash management activities, including bank reconciliations and liquidity planning.
Coordinate annual audits and liaise with external auditors.
Oversee property accounting processes, including tenant billing, rent collection, and delinquency reporting.
Manage consolidations, intercompany transactions, and allocation processes.
Maintain amortization and depreciation schedules and review complex journal entries.
Partner with leadership on strategic financial initiatives and special projects.
Qualifications
Bachelor's degree in Accounting or Finance; CPA or CMA preferred.
Minimum 7+ years of progressive accounting experience, including at least 3 years in a leadership role.
Strong background in property accounting, ideally with affordable housing and tax credit experience.
Proficiency in Yardi software is required.
Advanced Microsoft Excel skills for financial modeling and analysis.
Exceptional organizational skills and ability to manage multiple priorities under tight deadlines.
Familiarity with non-profit accounting practices is highly desirable.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: *****************************************
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting *************
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future™
Controller
Finance analyst job in Santa Monica, CA
We are partnered with a leading real estate investment firm headquartered in Los Angeles, currently seeking a seasoned Controller to join their team.
Ideal Background:
5+ years of progressive experience in real estate finance or accounting
Strong knowledge of GAAP and property accounting systems such as Appfolio, Yardi, or MRI
Proven experience preparing lender-ready financial packages and managing loan covenant compliance
Skilled in cash flow forecasting, financial modeling, and scenario planning for acquisitions and refinances
Ability to oversee month-end close, budgeting, and financial reporting for property portfolios
Strong analytical skills with advanced Excel proficiency
Asset Management Analyst
Finance analyst job in Los Angeles, CA
Macdonald & Company is partnered with a global real estate investment platform to hire an Analyst for its West Coast industrial portfolio. This position is based in Los Angeles and provides broad exposure to asset management, leasing analysis, valuations, underwriting, and portfolio strategy across a large logistics footprint.
Role Summary
The Analyst will support asset managers on leasing work, financial modeling, annual planning, and quarterly reporting, while also collaborating with investments, development, fund operations, and research teams. This is a strong entry-level to early-career role for someone seeking hands-on experience across the full industrial lifecycle.
Key Responsibilities
Support the leasing process by analyzing prospective deals, tenant economics, and financial impact.
Review third-party valuations and build internal value assessments.
Conduct quarterly financial reviews including rent roll analysis, operating metrics, and Argus-based cash flow forecasting.
Build and maintain pro formas, underwriting models, return analyses, and sensitivity scenarios in Excel and Argus.
Assist with annual budgeting, including leasing assumptions, capital planning, and expense forecasting.
Provide analytical support to cross-functional teams covering investments, development, fund/portfolio operations, and research.
Contribute to various initiatives that may include acquisitions, development pipeline evaluation, market studies, and portfolio reporting.
Qualifications
Bachelor's degree in real estate, finance, or a related field.
One to two years of relevant real estate or financial analysis experience preferred.
Demonstrated interest in industrial/logistics real estate.
Argus proficiency required; familiarity with VTS is helpful.
Advanced Excel and PowerPoint skills with strong analytical capability.
High attention to detail, organization, and data accuracy.
Strong communication skills and ability to work collaboratively within a team environment.
Financial Analyst
Finance analyst job in Irvine, CA
CAM Analyst
Direct Hire; $90K - $95K base salary
Irvine, CA 92612
*Must have commercial property management experience with processing CAM.
KEY RESPONSIBILITIES:
· Have a thorough understanding of retail accounting principles including recovery ratios and methods, allocating costs to various CAM/CAMA pools, accrual, and cash basis accounting, reading, and understanding financials and being able to abstract information from a lease.
· Responsible for processing monthly Base Rent/CAM/INS and RE taxes, including other miscellaneous financial obligations.
· Assist with conducting audits and analyzing lease documents, addressing any discrepancies, issues, and questions, make recommendations and implement solutions.
· Tracking and maintaining critical lease dates.
· Reviewing lease documents and databases to ensure accuracy and lease compliance.
· Abstracting and interpreting commercial lease documents (leases, amendments, sublease, CCR's).
· Assist in completing other tasks within the department when additional resources are needed.
· Establish and implement a lease audit function to review existing data in the Yardi system and identify areas of improvement and maximize revenue opportunities/CAM savings.
· Responsible for responding to internal and external communication regarding leases and rent/cam charges.
NOTE: Company reserves the right to adjust your duties and responsibilities at any time.
QUALIFICATIONS:
Experience:
· Minimum of 5-10 years of experience in commercial property management, with a focus on retail and office spaces.
Education:
Bachelor's degree in business administration - Accounting - Financial Management.
Skills:
· Strong financial acumen and experience with CAM/CAMA pools.
· Accrual and cash basis accounting.
· Lease Abstract, processing monthly Base Rent/CAM/INS.
· Budgeting and Financial reporting.
· Excellent communication and interpersonal skills.
· Proficiency in property management software (i.e., Yardi).
· Ability to multitask and prioritize in a fast-paced environment.
· Strong problem-solving and decision-making abilities.
Benefits:
· Health, dental, and vision insurance
· 401(k) plan
· Paid time off and holidays
· Professional development opportunities
Corporate Strategy Analyst
Finance analyst job in Los Angeles, CA
Analyst, Corporate Strategy
Sherman Oaks, CA
Careismatic Brands outfits our community of care through our portfolio of market-leading brands that meet the diverse needs of healthcare professionals worldwide. We are one piece of a larger community of those who are and are cared for. Whether it's medical professionals or the patients they serve, we are inspired by those who wear our uniforms every day. We have an outstanding opportunity for a Corporate Strategy Analyst to drive business performance improvements, implement change initiatives, and support strategic decision-making. Their profile blends strategic thinking, analytical skills, and change management capabilities.
Reporting directly to the Senior Vice President, Transformation and Chief of Staff, this role applies strategic planning, financial knowledge and experience to organize, support and track the implementation performance of complex strategic initiatives. As a key contributor of the team, the Strategy Analyst contributes to CB's mission to improve the lives of everyday people doing extraordinary things by delivering high-quality support aligned with the company's values and transformation initiatives.
This is a full-time hybrid role based in our corporate office in Sherman Oaks, CA.
Salary Range: $90,000-$100,000
Physical Demands & Work Environment
The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Hybrid work schedule in office
Ability to travel up to 5% of the time
What Your Day Looks Like
Strategic Planning & Analysis
Support Functional areas to collate initiative performance measurement and collaborate with Finance in tracking progress of strategic initiatives and key performance indicators (KPIs, Projections and internal and external variances to plan).
Contribute to spotting performance challenges early and proposing practical solutions.
Analyze financial performance metrics to assess profitability, investment priorities, and resource allocation.
Work closely with cross-functional teams and PMs to ensure initiatives are aligned with organizational goals.
Support the refinement of corporate strategy, including market entry, growth, and diversification initiatives.
Develop business cases, financial models, and scenario analyses to support strategic decisions.
Provide regular updates and insights in presentation form on strategic projects for executive leadership.
Prepare clear and compelling presentations for executive teams and board meetings.
What We're Looking For
Bachelor's degree in Business, Economics, Finance, or related field (MBA preferred).
3-5 years of experience in management consulting, operations and/or finance, corporate strategy or related analytical roles. Hands on experience operating within an organization an asset.
Proficiency in Excel, PowerPoint, BI tools (Tableau/Power BI)
Demonstrated ability to interpret data, build models, and extract insights.
Strong business acumen and understanding of corporate financial statements flows including cash flows.
Understanding of corporate strategy, organizational design, and performance improvement levers.
Project Management: Competence in managing multiple workstreams or supporting large-scale transformation programs.
Excellent written and verbal communication skills with ability to present complex findings clearly.
Experience in a fast-paced environment with exposure to executive-level decision-making.
Ability to work independently and handle multiple projects simultaneously.
High attention to detail, intellectual curiosity, and a collaborative mindset.
What's In It For You
401(k)
Dental insurance
Employee discount
Flexible spending account
Health insurance
Life insurance
Attractive Paid time off
Vision insurance
At Careismatic Brands, we believe in the power of care. It's the force that drives and inspires us, inside our company and out in the world. It's why we strive to maintain a diverse and inclusive organization - an ever-evolving imperative - where everyone feels respected, valued, and empowered to bring their ideas and perspectives forward.
Careismatic embraces the differences that make our organization unique. We are strengthened by diversity in all its forms - including but not limited to race, religion, ethnicity, age, national origin, gender identity, and sexual orientation.
Acquisition Analyst/Associate
Finance analyst job in Beverly Hills, CA
Company Profile
BLDG Partners LLC is a Southern California-based real estate investment firm founded in 2010, focused on the preservation and creation of workforce and affordable housing. We pursue opportunities to improve communities in urban and suburban markets across the country through creative investment strategies and disciplined execution.
Position Summary
BLDG Partners is seeking a highly analytical, resourceful, and detail-oriented Acquisitions Analyst/Associate to join our growing team dedicated to acquiring and preserving affordable and workforce housing communities nationwide.
In this role, you'll play a key part in sourcing, underwriting, and executing real estate investments, as well as supporting financing, refinancing, and disposition activities.
The ideal candidate thrives in a fast-paced, entrepreneurial environment, possesses strong critical thinking skills, and can manage multiple priorities under tight deadlines. This is an excellent opportunity to join an experienced team at the forefront of affordable housing investment and to make a tangible impact on communities across the country.
Responsibilities
Underwriting & Analysis
Build and maintain complex financial models in Excel to underwrite affordable and workforce housing acquisitions across various markets and risk profiles.
Perform detailed analyses of rent rolls, operating statements, capital expenditure budgets, tax and regulatory agreements, and market comparables.
Analyze affordable housing programs (LIHTC, HUD, Section 8, etc.) and assess how they impact deal economics and feasibility.
Transaction & Financing Support
Support all aspects of the acquisition process, including preparing LOIs, coordinating due diligence, and assisting in transaction closings.
Assist in the analysis and execution of property financings, refinancings, and dispositions, including working with lenders, preparing materials, and supporting transaction processes.
Order and review third-party reports (appraisals, environmental assessments, physical needs assessments, etc.).
Assist with property inspections, market tours, and site visits as required.
Research & Market Intelligence
Conduct market research to evaluate local economic drivers, housing supply and demand, and competitive landscapes in target markets.
Monitor housing policy developments and affordable housing incentives in relevant jurisdictions.
Internal Collaboration & Reporting
Prepare investment memoranda and presentations for internal investment committees and external partners.
Collaborate with Asset Management to ensure a smooth transition of acquisitions into the operational portfolio.
Participate in portfolio strategy discussions, helping shape acquisition pipelines, financing strategies, and investment theses.
Relationship Management
Build relationships with brokers, lenders, attorneys, consultants, and other industry professionals to source opportunities and stay informed on market dynamics.
Qualifications
Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field required.
2-5 years of professional experience in real estate acquisitions, investment analysis, asset management, or related financial roles, preferably with multifamily housing experience.
Strong financial modeling skills in Excel, with the ability to build, audit, and explain complex models.
Excellent analytical and critical thinking skills; able to dissect large amounts of data and draw meaningful conclusions quickly and accurately.
High attention to detail and strong organizational skills, with the ability to manage multiple projects simultaneously in a fast-paced environment.
Strong verbal and written communication skills, with the ability to prepare clear, concise reports and presentations.
A collaborative team player with a proactive attitude, intellectual curiosity, and a strong sense of accountability.
Familiarity with affordable housing programs (LIHTC, HUD, Section 8, etc.) is a plus but not required.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with real estate-specific software (e.g., Yardi, Argus) is a plus.
Willingness to travel periodically for property tours, due diligence, and industry events.
Why BLDG Partners?
Work with a passionate team committed to delivering quality housing and positive community impact.
Exposure to complex affordable and workforce housing transactions nationwide.
Opportunities for professional growth in a dynamic, entrepreneurial firm.
Competitive compensation and benefits.
Senior Analyst
Finance analyst job in Irvine, CA
Sr Analyst, Clinical Contracts
Assignment Duration: 4 Months
Work Schedule: Standard office hours (8:00 am PT to 5:00 pm PT), slight flexibility
Work Arrangement: Hybrid - Onsite Tuesdays + one additional day of candidate's choice
Position Summary:
The main function of a clinical contracts analyst is to initiate, draft, redline, and negotiate 3rd party complex contracts based on full knowledge of financial, regulatory and clinical requirements.
Key Responsibilities:
• Collaborate with key stakeholders to provide guidance on contracts terms and conditions. Identify risks and key stakeholders to the company
• Develop, assess and improve processes for tracking and reporting business unit payment and compensation information to meet all applicable regulations and processes
• May track business unit and payment milestones against contract terms. Resolve payment queries and confirm contract compliance • Track business unit and payment milestones against contract terms. Resolve payment queries and confirm contract compliance
• Analyze need for contract amendments or renewals and make recommendations, and/or negotiate changes, to terms and conditions
Qualification & Experience:
• Proven expertise in Microsoft Office Suite, including PowerPoint, Excel, and Word and ability to operate general office machinery
• Excellent written and verbal communication skills including negotiating and relationship management skills with ability to drive achievement of objectives
• Demonstrated problem-solving and critical thinking skills
• Full knowledge and understanding of Edwards policies, procedures and guidelines relevant to contract negotiation and administration
• Full knowledge of medical terminology and healthcare regulations (e.g. HIPAA and Sunshine Act)
• Advanced proficiency in Microsoft Office Suite, including Project, PowerPoint, Excel, and Word
• Excellent written and verbal communications skills
• Advanced problem-solving skills
• Ability to manage confidential information with discretion
• Strict attention to detail
• Ability to interact professionally with all organizational levels
• Ability to manage competing priorities in a fast paced environment
• Must be able to work in a team environment, including inter-departmental teams and key contact representing the organization on contracts or projects
• Bachelor's Degree or equivalent in related field
• 5-7 years of experience required
Senior Financial Analyst
Finance analyst job in Long Beach, CA
Our medical services client, in partnership with CV Resources, seeks a talented Senior Financial Analyst to join their Finance and Accounting Team. The Senior Financial Analyst will support a rapidly growing FP&A team and play a key role in budgeting, forecasting, modeling, and performance analytics. This is a highly technical, Excel-driven role ideal for an analytical “up-and-comer” with strong modeling capabilities, comfort with large data sets, and experience supporting multi-location businesses.
You will have the opportunity to report directly to the head of the FP&A department.
Job Title: Senior Financial Analyst (our client will consider talented Financial Analysts)
Location: Long Beach, California
Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role.
Job Site Status (onsite/hybrid/remote) - Our client has a hybrid job site status of One Onsite Day per Quarter
Compensation - Salary range is $95,000-$115,000 per year + a bonus component based on individual and company performance.
RESPONSIBILITIES OF THE SENIOR FINANCIAL ANALYST
Financial Planning and Analysis (FP&A) - Budgeting and Forecasting
Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities.
Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights.
Support long-range financial planning and scenario modeling to guide strategic business decisions.
Financial Planning and Analysis (FP&A) - Data Analysis
Gather data from diverse sources (ERP, POS, and other platforms)
Integrate data.
Analyze data using Business Intelligence (BI) tools.
Present proposals based on data analysis.
Financial Planning and Analysis (FP&A) - Data Maintenance
Track performance metrics to measure business performance.
Generate ad hoc analysis and financial reporting.
Financial Planning and Analysis (FP&A) - Budgeting and Forecasting
Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data.
Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets.
Process Improvements
Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy.
Support financial system upgrades and automation initiatives to enhance reporting capabilities.
Ensure internal controls and compliance with financial policies and best practices.
Assist in the development of financial tools and models to support decision-making.
Miscellaneous
Accept all relevant tasks as given by upper management.
QUALIFICATIONS OF THE SENIOR FINANCIAL ANALYST
Required
Bachelor's degree in accounting, finance, or a comparable major.
3+ years of true FP&A experience (financial modeling, budgeting, forecasting, variance analysis)
Proficient understanding of Key Performance Indicators (KPI's)
Multi-site / multi-location industry experience
Preferred
MBA
Experience working in Private Equity-backed environments.
Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model.
SKILLS OF THE SENIOR FINANCIAL ANALYST
Required
Technical
Advanced Excel
Financial modeling, budgeting, forecasting
Ability to build models entirely from scratch (not just maintain/update)
Large data-set interpretation
Interpersonal
Executive presence.
Superb analytical and critical thinking skills.
Diligence and accuracy.
Impeccable communication skills.
Inquisitive
Preferred
Technical
Power BI or Tableau or Planful or equivalent program
For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.
Oracle Functional Specialist - Finance
Finance analyst job in Torrance, CA
Our client is seeking candidates for an Oracle Cloud Finance Specialist. This analyst will be part of the Fusion Cloud team, specializing in Financial functions (General Ledger, Sub-Ledgers, Accounts Payables, Accounts Receivables, Chart of Accounts, Fixed Assets, Inter Company Transactions), and related business functions.
Location: Torrance, CA
Work Hours: 9:00am - 5:00pm PST
Work Schedule: Monday and Friday Remote. Onsite Tues/Wed/Thurs
Expected Compensation: $160K - $175K base salary, plus annual bonus (10%).
The offered compensation to a successful candidate will be dependent on several factors that may include (but are not limited to) the type and length of experience within the industry, education, etc.
Position Description:
This individual will be responsible for resolution of day-to-day user service requests, implementation of enhancements and new modules, and redesign of current processes to optimize the use of the ERP software.
Elicit, analyze, validate, and document the stated and implicit business requirements and map those requirements to the features and functions provided by Oracle Fusion Cloud ERP
Serve as a liaison between business stakeholders and the IT teams to specify business and system processes for implementation on Oracle Fusion Cloud ERP
Identify and document technical and functional gaps in the current state of the implementation of Oracle Fusion Cloud ERP
Develop and implement remediation plans to improve the current state of implementation
Identify opportunities to leverage additional features and functions within the software to improve business operations
Provide functional support to end users including issue resolution and performing root cause analysis
Collaborate with internal and external teams to resolve issues in transactions and dataflows that span multiple systems integrating with the Oracle Fusion Cloud ERP
Required Skills:
Bachelor's degree in Business, Accounting, Computer Science, or equivalent technical and business experience.
5-6 years experience as an Oracle Cloud business analyst
Expert level knowledge of the Oracle Fusion Cloud ERP modules of General Ledger, Payables, Receivables, Chart of Accounts, Fixed Assets, and Inter Company Transactions.
Experience with process mapping, group facilitation, data gathering and analysis
Minimum 2 large scale Oracle ERP Cloud implementations.
Proven project delivery through full life cycle from requirements through deployment /support.
Experience with one or more Oracle Reporting tools including Financial Reporting Studio (FRS), Smart View, OTBI, BI Reports, QlikView and/or Tableau.
Soft Skills:
Must be self-motivated.
Ability to work independently with minimal supervision.
Strong interpersonal skills and communication skills.
Ability to write reports, business correspondence, and procedure manuals.
Please apply today!
ERP Analyst Intern
Finance analyst job in Anaheim, CA
Join the Pacsun Community:
Co-created in Los Angeles, Pacsun inspires the next generation of youth, building community at the intersection of fashion, music, art and sport. Pacsun is a leading lifestyle brand offering an exclusive collection of the most relevant brands and styles such as adidas, Brandy Melville, Essentials Fear of God, our own brands, and many more.
Our Pacsun community believes in and understands the importance of using our voice, platform, and resources to inspire and bring about positive development. Through our PacCares program, we are committed to our responsibility in using our platform to drive change and take action on the issues important to our community. Join the Pacsun Community.
Learn more here: LinkedIn- Our Community
About the Job:
This intern position is responsible for supporting Pacsun's ERP Microsoft D365 implementation project, focusing on system integrations, data mapping, and technical documentation. The intern will assist in the mapping exercise for integration development, participate in technical sessions to gather requirements for interfaces to third-party applications, and work closely with the implementation partner, business stakeholders, and the IT team. This role offers a hands-on opportunity to gain experience in project implementation, software development life cycle, and integration technology.
A day in the life, what you'll be doing:
Assist with the mapping exercise for Mulesoft development, ensuring alignment with project requirements and technical standards.
Participate in technical sessions to gather and document requirements for interfaces to third-party applications.
Collaborate with the implementation partner, business resources, and IT team to ensure a seamless flow of information and alignment on deliverables.
Analyze data flow and mapping requirements to support system integration and project goals.
Document and maintain records of project updates, including meeting notes, progress reports, and technical specifications.
Work autonomously to complete assigned tasks, providing regular updates to project leadership on progress, challenges, and resolutions.
Contribute to testing and validating system integrations and interfaces as part of the ERP project lifecycle.
What it takes to Join:
Education: Enrolled in a program related to Computer Science, Information Systems, Business Systems, or a related field.
Strong understanding of the software development lifecycle (SDLC) and system mapping processes.
Excellent organizational and problem-solving skills with attention to detail.
Ability to work independently and proactively in a dynamic project environment.
Strong written and verbal communication skills to effectively collaborate with diverse teams.
Interest in retail business operations.
Major in Computer Science, or applicable field of study
Ability to work independently
Good oral and written communication skills
Basic analytical and problem-solving skills
Hourly Salary Rate: $20
Physical Requirements:
The physical demands described here are representative of those that are required by an associate to successfully perform the essential functions of this job.
While performing the duties of this job, the associate is regularly required to talk or hear. The associate is frequently required to sit; stand; walk; use hands to finger, handle or feel; as well as reach with hands and arms.
Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus.
Ability to work in open environment with fluctuating temperatures and standard lighting.
Ability to work on computer and mobile phone for multiple hours; with frequent interruptions.
Required to travel in elevator or stairwells to attend meetings and engage with associates on multiple floors throughout building.
Hotel, Airplane, and Car Travel may be required.
Position Type/Expected Hours of Work:
This is a part-time position. Commitment to contribute at a minimum of 20 hours a week is required. Work hour flexibility is available without delaying project progress.
As a National Retailer, occasional evening and/or weekend work may be required during periods of high volume. This role operates in a professional office environment and routinely uses standard office equipment.
Other Considerations:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the associate for this job. Duties, responsibilities and activities may change at any time with or without notice. Reasonable accommodations may be made to qualified individuals with disabilities to enable them to perform the essential functions of the role.
Financial Consultant- Century City, CA
Finance analyst job in Los Angeles, CA
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Series 07 - FINRACategory:Sales
2026 Summer Intern - Finance & Accounting Analyst
Finance analyst job in Newport Beach, CA
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
2026 Summer Internship - Finance & Accounting Analyst, US
Internship positions are located at PIMCO's Newport Beach, CA Headquarters.
You're eligible to apply if you:
Pursuing an undergraduate degree
Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027
Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
Are business proficient in English
You'll excel as a Finance & Accounting Analyst if you:
Possess knowledge of accounting, finance, audit, and tax principles
Have effective analytical, critical thinking, and problem solving skills
Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely.
Demonstrate proficiency with Microsoft Excel
Possess excellent verbal and written communication skills
Have a desire to join a high performance, fast-paced culture
Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker
See yourself as a Finance & Accounting Analyst
The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world.
You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office.
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program
During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
Join us for a variety of cross-divisional education, networking & social events!
Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
Want to learn more? Hear about The PIMCO Internship Experience from past interns
As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
After we receive your application, we will conduct an initial review of your resume
If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
If you are chosen to proceed after the video interview, you will then take an assessment
Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ********************************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 34.61
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
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