Warehouse Pricing Analyst
Finance analyst job in Ontario, CA
CEVA Logistics provides global supply chain solutions to connect people, products, and providers all around the world. Present in 170+ countries and with more than 110,000 employees spread over 1,500 sites, we are proud to be a Top 5 global 3PL.
We believe that our employees are the key to our success. We want to engage and empower our diverse, global team to co-create value with our customers through our solutions in contract logistics and air, ocean, ground, and finished vehicle transport. That is why CEVA Logistics offers a dynamic and exceptional work environment that fosters personal growth, innovation, and continuous improvement.
DARE TO GROW! Join CEVA Logistics, and you will be part of a team that values imagination and continued learning and is committed to excellence in everything we do. Join us in our mission to shape the future of global logistics. As we continue growing at a fast pace, will you “Dare to Grow” with us?
YOUR ROLE
Are you known for your equipment operation skills and passionate about warehouse logistics and organization? Do you enjoy working in a clean and efficient warehouse environment? If so, we have an opportunity that would allow you to execute essential operational processes and contribute to delivering results in a safe and efficient warehouse operation. Develop pricing methodologies that ensure competitive and valuable prices for CL customers, mentor new hires and develop standards for the team to adopt and follow. Understanding the impact that different external and internal factors may have on P&L's. Understand the market enough to ensure pricing is competitive.
WHAT ARE YOU GOING TO DO?
Ensure all pricing developed is profitable
Develop tools and resources for efficiency within the team
Create standards for more efficient pricing
Ensure all CEVA standards are maintained
Analyze CEVA P&L to pull out critical information
WHAT ARE WE LOOKING FOR?
Education and Qualifications: BD in Engineering or Business; Bachelor's degree a plus
Experience: 5 years of 3PL costing or pricing
Specialist Knowledge & Skills: Skills in designing new CL facilities and cost accounting, some leadership experience; understanding basic warehousing language, units of measure and concepts is greatly desired
Interpersonal & Communication Skills: Fluent in English & Spanish
WHAT DO WE HAVE TO OFFER?
With a genuine culture of recognition, we want our employees to grow, develop and be part of our journey. We offer a benefits package with a focus on your wellbeing. This includes competitive Paid Time Off, 401(k), health insurance and an employee benefits platform that offers discounts on gym memberships and a diverse range of retail, travel, car and hospitality brands, including important offerings like pet insurance.
We are a team in every sense, and we support each other and work collaboratively to achieve our goals together.
It is our goal that you will be compensated for your hard work and commitment, so if you'd like to work for one of the top Logistics providers in the world then let's work together to help you find your new role.
About Tomorrow
We value your professional and personal growth. That's why we share plenty of career opportunities for you to thrive within CEVA. This role can be the first step on your career path with us. You can stay in the same job family, find a new family to grow in (how about sales or supply chain?) or find your own path. Join CEVA for a challenging and rewarding career.
CEVA operates in a multicultural, global environment and is a richly diverse organization operating seamlessly as one company. We aim to attract, motivate and retain the best people in our industry, whatever their background. We share the same passion to deliver world-class solutions to our customers. We have the best supply chain professionals in the industry and develop this talent in an inspiring work environment.
CEVA Logistics is proud to be an equal opportunity work place and an affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status or any other characteristic. We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individual with Disabilities.
Please note: Legitimate CEVA Logistics recruitment processes include communication with candidates through recognized professional networks, such as LinkedIn or via an official company email address: ************************************. We recommend that you do not respond to unsolicited business propositions and/or offers from people with whom you are unfamiliar.
Information provided is true and accurate. False statements or information will result in the application voided.
Outstanding benefits for employee and family including multiple health plans(company contribution to health savings account), prescription, dental and vision coverage.
Company paid life insurance, accident insurance, short- and long-term disability coverage and employee assistance plan.
Voluntary benefits including additional life insurance, AD&D coverage, buy-up short- and long-term disability, critical illness, identify theft & legal plan.
401(k) with company match.
Flexible Paid Time Off programs including company paid holidays.
Tuition reimbursement program.
Financial Planning and Analysis Manager
Finance analyst job in Irvine, CA
Senior Financial Planning & Analysis Manager
American Vanguard is a diversified agricultural and specialty products company focusing on crop protection, turf and ornamental markets, and public health applications. The Company markets its product lines in the USA and internationally in 24 countries, including Brazil, Latin America, Mexico, Canada, Australia, New Zealand, and several other countries in Asia. American Vanguard is headquartered near Irvine (Newport Beach) directly across from Orange County Airport (SNA).
We are seeking a Sr. Financial Planning & Analysis (FP&A) Manager with strong analytical, financial modeling, and planning skills and the experience and ability to add significant value to the transformation of our organization including working to implement improved and more efficient forecasting, budgeting, and reporting processes.
The role reports directly to the Senior Director FP&A and will require an in-depth understanding of corporate finance, including variance analysis, strategic planning, and capital allocation, with the ability to translate financial data into actionable insights for executive leadership. The Sr. FP&A Manager will partner closely with business unit leaders and cross-functional teams to ensure alignment with corporate objectives and compliance with public company financial standards.
The company culture is dynamic, entrepreneurial and fast paced, and has been created following a number of domestic and international acquisitions during the last several years.
You will join in the process of upgrading and standardizing our FP&A procedures and reporting, to bring uniform and consistent global standards to all of our worldwide entities.
Key Job Responsibilities:
Provide excellent financial planning and decision support to finance leadership and executive management, providing insights that drive business performance and strategic initiatives
Ensure planning outputs and reporting meet the standards of a publicly traded company, emphasizing transparency, accuracy, and consistency
Partner with business units and functional leaders to develop accurate and timely budgets, forecasts, and long-range financial plans that align with corporate objectives. Strong ability in modeling to support strategic decision making
Enhance FP&A processes, models, and systems-including ERP and reporting tools-to improve efficiency, analytics, and continuous improvement across the organization
Support the company's SIOP process, providing financial support to the sales and production teams
Provide response support to bank and audit requests as needed, and maintain financial models in support of bank and audit requirements
Skills and Qualifications Required:
Bachelor's degree in Finance, Accounting, Business Administration or related field
8+ years of experience in financial planning & analysis, corporate finance or related functions within a global business
Must have experience in a publicly traded company and working with Big 4 accounting firms for Audit
CPA or MBA preferred
Financial modeling expertise; variance analysis; capital allocation; strategicplanning
Corporate experience in a manufacturing company with Domestic and International businesses
ERP (QAD) experience desired
Responsible for supporting SOX compliance and internal control requirements in a public company
Excellent written and oral communication skills focused on financial management
Mindset & Behaviors
Strong analytical skills
Ability to work well under pressure in an entrepreneurial environment
Self-starter, motivated
Demonstrable attention to detail and well organized
Must be able to work independently on assigned projects / programs
Willingness to be hands-on, with the ability to delegate
AMVAC values our employees and their families. We offer exceptional benefits and invest in our employees future.
Industry leading Medical, Dental, and Vision care for employees and their families
Life and Disability Insurance
Health Savings Account (HSA) / Flexible Spending Account (FSA) programs offered
401(k) Retirement Savings Plans with employer match
Employee Stock Purchasing Plan (ESPP) available
Additional benefits include Vacation & Holiday time off as well as a Wellness program
Located directly across from SNA (Orange County Airport) - onsite amenities include gym; cafe and parking
American Vanguard and its subsidiaries AMVAC & AMGUARD have successfully served the results‐driven global markets through development, manufacturing and marketing of products for agricultural and commercial use beginning in 1969. At American Vanguard, we believe in growth, innovation, and opportunity. We understand that a successful business is built on the strength of its people which is why we are dedicated to nurturing talent, fueling success and cultivating potential.
American Vanguard's Exceptional Benefits include:
Health insurance including Medical (PPO), Dental, Vision with low out-of-pocket costs
Life Insurance (company paid); Disability
Health Savings Account (HSA) / Flexible Spending Account (FSA)
401(k) Retirement Savings Plan with employer matching
Employee Stock Purchasing Plan (ESPP) with employee discount (NYSE: AVD)
Wellness program
We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
American Vanguard Corporation (NYSE: AVD)
Trade Analyst
Finance analyst job in Orange, CA
About Solaris Paper:
Solaris Paper is among the fastest-growing tissue manufacturers in the United States, with production facilities strategically located in California, Oklahoma, and Virginia. A proud member of Asia Pulp & Paper Group (APP), Solaris benefits from being part of one of the world's largest integrated paper companies, whose products reach customers in over 150 countries. The tissue finished goods division of APP, Tissues International, ranks as one of the global leaders in its sector, offering a diverse portfolio of products across 18 brands and five categories, produced in 18 converting factories worldwide.
About Our Products:
Our products include premium bath tissue, paper towels and facial tissue. Our family of brands include LoCor Towel and Tissue and Advanced Dispensing Systems, Livi VPG Select and Livi VPG towel and tissue and FIORA branded consumer towel and tissue products - one of the fastest growing consumer brands in North America.
Ensuring supply chain integrity and commitment to the Sustainable Roadmap Vision 2030 are crucial to APP's operations. Learn more about our path to operational excellence by reading our Sustainability Reports and Forest Conservation Policy at: ****************************************************
About the role:
We are seeking a detail-oriented and analytical Trade Analyst to join our Trade Marketing department. As a Trade Analyst, you will be responsible for managing the Trade Marketing lifecycle, including promotion planning, invoiced shipments, expense accruals, customer claims receipt, and claims settlement. You will work closely with cross-functional teams such as Sales, Business Operations, Marketing, and Accounting to ensure accurate and timely financials.
Job Responsibilities:
Match customer claims to approved promotional plans and facilitate the resolution of settlement issues in collaboration with the Trade Marketing team, Sales, and Brokers.
Coordinate with the Accounts Receivable team to maintain alignment between Trade Settlement and Invoicing, Cash Application, and Customer Collections
Issue customer checks as authorized through approved promotional activity.
Identify discrepancies between trade fund accruals and claims to enhance the accuracy and reliability of Trade Promotion planning and accrual
Perform ad-hoc financial analyses as needed
Build effective relationships and partner with internal customers, including Sales Directors, Trade Managers, and Accounting personnel
Collaborate with external stakeholders such as Customer Accounting Departments, Category Managers, and Brokers depending on the project requirements
Demonstrate a commitment to quality performance through personal example by adopting a customer-based approach to business support
Drive process improvements designed to increase efficiency within the function and organization
Enhance the position by thoroughly reviewing all activities performed in order to improve the quality and productivity of services provided
Basic Qualifications:
BS degree in Business, Accounting or Finance preferred
Strong organizational and communication skills
Ability to build effective relationships and collaborate with internal and external stakeholders
Intermediate Microsoft Excel Skills
Proficiency in understanding and implementing complex concepts, processes, and business structures
Excellent communication and interpersonal skills
Solaris Paper Inc. is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, or expression.
Supply Planning Analyst
Finance analyst job in Costa Mesa, CA
Job Title: Supply Planning Analyst
Duration: 6-Month Contract
Pay Rate: $30 - $36.58 per hour (W2)
About the Role
We are seeking a motivated and detail-oriented Supply Planning Analyst to join a dynamic, global supply chain team. In this role, you will play a key part in ensuring supply plans align with customer service, inventory, and cost objectives. You'll partner closely with cross-functional teams in the U.S. and internationally to ensure on-time delivery and operational excellence.
This position offers an opportunity to work on high-impact projects, lead complex planning activities, and contribute to continuous improvement initiatives across a global network.
Key Responsibilities
Develop capacity-constrained supply requirements within a global network to support service, inventory, and cost goals.
Troubleshoot supply misalignments and create mitigation plans to maintain on-time performance.
Collaborate daily with Sourcing, Logistics, Customer Service, and Distribution teams to drive end-to-end supply chain execution.
Lead complex close-of-sales activities and execute seasonal buys with accuracy and data integrity.
Analyze data to develop insights and recommendations that support monthly S&OP processes.
Monitor inventory health, forecast accuracy, and elevate critical risks with mitigation recommendations.
What Success Looks Like
Building strong relationships across teams to ensure seamless communication and coordination.
Delivering accurate forecasts and actionable insights that support business objectives.
Demonstrating initiative, collaboration, and accountability in a fast-paced, global environment.
Qualifications
Experience: Minimum 2 years of professional experience in supply chain, planning, or a related field.
Education: Bachelor's degree preferred; equivalent experience will be considered.
Required Skills:
Strong understanding of supply chain and planning processes (demand, supply, production, etc.).
Proven ability to manage data and information flow across multiple systems and stakeholders.
Exceptional analytical and problem-solving skills with attention to detail.
Strong communication and collaboration abilities across cross-functional teams.
Capable of prioritizing tasks and working independently in a dynamic environment.
Preferred Skills (will be taught if needed):
SAP or other planning/scheduling software experience.
Familiarity with i2, BRIO, or PSE planning tools.
Advanced Excel proficiency.
EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:
Suna Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Applicants, with criminal histories, are considered in a manner that is consistent with local, state, and federal laws.
REQUESTING AN ACCOMODATION
Suna Solutions is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Suna Solutions and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Suna Solutions and have accommodation needs for a disability or religious observance, please call us at ****************, send us an email or speak with your recruiter.
PAY TRANSPARENCY POLICY STATEMENT
Compensation for roles at Suna Solutions varies depending on a wide array of factors including but not limited to the specific client, office or remote location, role, skill set and level of experience. As required by local law, Suna Solutions provides a reasonable pay scale to include the hourly or salary range that Suna Solutions reasonably expects to pay for roles that may be hired in California, Colorado, New York City or Washington as set forth below.
Financial Consultant - Irvine, CA
Finance analyst job in Anaheim, 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 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales
HRIS Reporting Analyst
Finance analyst job in Irvine, CA
Essential Functions:
Develops dashboards, scorecards, and reports to provide insights into key HR metrics.
Collects, analyzes, and interprets data to identify trends, patterns, anomalies, and relationships, translating complex information into clear, actionable recommendations to support strategic decision-making.
Monitors and evaluates trends continuously to identify emerging risks and improvement opportunities.
Evaluates objectives to determine relevant key performance indicators (KPIs) and other metrics to assess performance and effectiveness.
Identifies data sources to measure HR-related metrics, collecting and ensuring data integrity.
Partners with HR and other cross-functional stakeholders to assess reporting needs and requirements, delivering tailored insights, data, and scalable solutions.
Develops and delivers training to educate and empower stakeholders to leverage data in decision-making.
Stays abreast of emerging trends in HR analytics and technology, continuously bringing ideas on improvement or new features.
Partners cross-functionally to develop and establish reporting standards.
Owns and drive the integrity of HR-related data, ensuring accuracy, consistency, and privacy across all HR systems and reports.
Gathers and evaluates business requirements to create functional design documents from the business users. Improves efficiency and maintains consistency of HR operations by creating extensions, reports, processes, and integrations with the human resources information system (HRIS).
Creates technical designs to enable effective reporting configuration for the Workday application and other systems, based on business requirements. Develops, configures, and tests these designs in the HRIS to ensure the functionality meets the business requirements. Migrates final configuration into the Production Tenant.
Provides day-to-day support by solving the cases assigned to the HRIS technical team and provides optimum resolution in predefined SLA.
Performs other related duties and projects as business needs require at direction of management.
Minimum Qualifications:
Bachelor's degree in Mathematics, Statistics, Computer Science, or other quantitative field preferred.
Minimum five (5) years of relevant work experience in reporting and data analytics required.
Experience with data visualization tools, such as Tableau a plus.
Experience in HR a plus.
Experience working with Workday a plus.
Proficient in creating reports, working with large datasets to create visualizations, dashboards, and scorecards.
Pay range: $88,500 to $115,000/yr
Exact compensation may vary based on skills and experience.
This role is fully onsite at our Irvine, CA campus. Remote or hybrid arrangements are not available.
Assistant Controller
Finance analyst job in Industry, CA
Consolidated Precision Products (CPP) is seeking a detail-oriented and strategic Assistant Controller to oversee financial operations within our aerospace division. This role is critical in ensuring compliance with industry regulations, managing cost accounting, and supporting executive decision-making through accurate financial reporting.
This is a great opportunity to join a growing company that has been in business for over 30 years! CPP offers a competitive compensation with many overtime opportunities and a comprehensive benefits package which includes a quarterly bonus program, medical/dental/vision/life insurance and 401k with employer match, paid vacation, sick time and holidays.
Salary Rate: $100K-$115K
ESSENTIAL JOB FUNCTIONS/DUTIES
Financial Close and Reporting
Review monthly accounting close process including journal entries, account reconciliations, and analytical review of the monthly operating results to ensure accurate accounting records are maintained
Implement, document, and maintain adequate and effective processes to improve the close and reporting cycles to ensure timely and accurate reporting
Responsible for meeting financial and tax reporting requirements to CPP Corporate, including consolidation and issuance of month-end reports and financial analysis
Responsible for maintaining daily financial reporting, and weekly KPI deliverables
Supporting weekly, monthly, and quarterly P&L and cash forecasting
Support the preparation of the annual budget
Internal Controls and Compliance
Implement, document, and maintain strong internal controls
Ensure compliance with all CPP policies and procedures
Support internal and external audits
Inventory
Manage cost accounting and inventory subledger, including annual overhead rate change, and part cost rolls
Lead physical inventories and analysis of inventory adjustments and reserves
Manage Accounting Staff
Supervise the AR Specialist and AP support group.
Lead performance management and professional development of direct reports
Operational Support
Provide operational guidance to improve efficiency
Present financial justifications for capital expenditures
Safeguard and oversee periodic physical inventories of fixed assets
Perform additional ad hoc duties as assigned
REQUIRED SKILLS/ABILITIES:
Excellent analytical and organizational skills
Strong written and verbal communication skills
Proficiency in database and accounting systems
EDUCATION AND EXPERIENCE
Bachelor's degree in finance, or Accounting required
5+ years of progressive manufacturing accounting/finance experience, including supervisory responsibilities.
ERP system conversion experience a plus
Strong knowledge of US GAAP, cost accounting, and government contract compliance
Proficiency in ERP systems and advanced Excel skills
Consolidated Precision Products (CPP) is an industry-leading manufacturer of highly engineered components and sub-assemblies, supplying the commercial aerospace, military and industrial markets with small-to-large "function critical" products. CPP provides its customers with a "total solution" source, taking them from concept to finished product with one of the broadest and most diverse product offerings in the industry. More information about our company can be found at:
Sponsorship is not available for this role. Candidates must be legally authorized to work in the U.S. on a permanent and consistent basis without company sponsorship now and in the future.
This position requires use of information or access to hardware which is subject to the International Traffic in Arms Regulations (ITAR). All applicants must be U.S. persons within the meaning of ITAR. ITAR defines a U.S. person as a U.S. Citizen, U.S. Permanent Resident (i.e. 'Green Card Holder'), Political Asylee, or Refugee.
CPP Corporation is an Equal Opportunity Employer that recruits, hires, trains, and promotes employees in all job classifications without regard to race, color, religion, age, sex, sexual orientation, gender identity, marital status, national origin, disability, veteran's status, or other legally protected status. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
This is a management position
This is a full time position
Lead Analyst- Investments
Finance analyst job in Fountain Valley, CA
Job Title: Lead Analyst - Capital Projects & Operations
Department: Supply Chain & Operations
Schedule: Mon-Fri 8:00-5:00 (100% Onsite)
Pay: $30-$44/hr. DOE
We're looking for a strategic and detail-oriented Lead Analyst to join our Capital Projects & Operations team. This role plays a key part in managing investment initiatives across our distribution network, including procurement, budgeting, and project execution. The ideal candidate will bring strong analytical skills, vendor management experience, and a collaborative mindset to support facility improvements, capital planning, and operational efficiency.
This opportunity is with a global automotive parts distributor that supports one of the world's leading vehicle brands. With a strong presence across North America, the company specializes in supplying high-quality components, managing logistics operations, and driving innovation in vehicle systems and aftermarket support.
Key Responsibilities:
Capital Planning & Procurement
Lead the development of investment proposals and business cases, ensuring alignment with operational goals and financial targets.
Manage supplier engagement from RFQ issuance through contract negotiation and award, ensuring cost transparency and value optimization.
Oversee purchasing strategies for facility equipment and supplies, identifying cost-saving opportunities and ensuring timely procurement.
Collaborate with internal stakeholders to ensure contract terms meet operational needs and compliance standards.
Budget Oversight & Financial Coordination
Monitor and track capital budgets, ensuring expenditures align with approved plans and identifying variances for resolution.
Coordinate invoice processing and vendor payments, serving as the liaison between suppliers and finance teams.
Support annual budget planning and forecasting, maintaining accurate records and reporting across multiple projects and facilities.
Project Execution & Operational Support
Manage end-to-end execution of capital projects, including equipment installations and facility upgrades.
Define project scopes, timelines, and deliverables, and ensure cross-functional alignment throughout the lifecycle.
Track progress, mitigate risks, and provide regular updates to leadership and stakeholders.
Support facility startups and expansions, ensuring timely delivery of materials and smooth operational launches.
Cross-Functional Collaboration & Continuous Improvement
Partner with Lean Operations and PDC teams to identify process improvements and support strategic initiatives.
Analyze equipment needs and operational trends to inform future investment planning.
Maintain vendor performance standards and initiate corrective actions when necessary.
Contribute to system enhancements and process optimization across procurement and financial workflows.
Qualifications:
Bachelor's degree in Business Administration or related field preferred
4-6 years of experience in supply chain, procurement, or capital project management (automotive industry experience a plus)
Strong understanding of budgeting, forecasting, and financial reporting
Experience with supplier negotiations, RFQs, and contract administration
Proficiency in Microsoft Office Suite; SAP experience preferred
Excellent analytical, organizational, and communication skills
Fluency in Korean is required
Occasional travel (up to 20%)
Desired Skills and Experience
Capital Project Management
Procurement & Vendor Management
Budgeting & Forecasting
Financial Reporting
RFQ & Contract Negotiation
Operational Efficiency
Facility & Equipment Planning
SAP (preferred)
Microsoft Excel & PowerPoint
Cross-Functional Collaboration
Lean Operations
Process Improvement
Korean Language Fluency
Automotive Supply Chain (preferred)
Project Execution & Tracking
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.
Financial Planning and Analysis Manager
Finance analyst job in Irvine, CA
Industry: Medical Devices (Global Aesthetic & Surgical Markets)
About Us
ELIXIR MD Inc. is a fast-growing fully integrated medical device innovator, headquartered in Irvine, CA. and proud Made in the USA ethos. Our manufacturing, supply, sales and support operations are global with sales in 22 countries (and growing). Our flagship device is transforming the way plastic surgeons practice worldwide. Our mission is to empower individuals to live healthier lives while optimizing the business of medicine through innovation, integrity, and operational excellence with rapid adoption, global expansion, and highly specialized logistics for a growing portfolio of Devices, we are looking for a Full-Time Financial Planning and Analysis Manager.
Role Description
The FP&A Manager will serve as a strategic bridge between the CFO and Accounting teams, responsible for building, maintaining, and analyzing financial models, department budgets, and long-term business forecasts. This role will provide critical insights that support decision-making across departments, helping guide company growth, cost efficiency, and investment strategy.
Key Responsibilities
Financial Modeling & Analysis
Develop, maintain, and improve dynamic financial models to forecast revenue, expenses, and cash flow.
Conduct scenario and sensitivity analyses to evaluate financial risks and opportunities.
Support capital planning and ROI analysis for new projects, product launches, and strategic initiatives.
Collaborate with department heads to translate business strategies into financial outcomes.
Budgeting & Forecasting
Lead the annual and quarterly budgeting processes, ensuring accuracy, timeliness, and alignment with strategic goals.
Partner with department leaders to create detailed operating budgets, aligning resources with performance targets.
Monitor budget-to-actual performance and provide actionable variance analyses and recommendations.
Maintain rolling forecasts to adapt to changing business conditions.
Cross-Departmental Collaboration
Act as the liaison between the CFO, Accounting, and department leads to ensure consistent financial communication and transparency.
Work with Accounting to align management reports with GAAP financial statements and reconcile differences.
Support department heads in understanding their P&L metrics, resource allocation, and KPIs.
Present insights to leadership and department teams in a clear, data-driven manner.
Reporting & Strategic Support
Prepare monthly and quarterly financial reports for the executive team and Board.
Identify key performance indicators (KPIs) and implement reporting dashboards.
Provide ad hoc analysis for strategic initiatives, mergers/acquisitions, and fundraising support.
Ensure data integrity across financial systems and planning tools.
Qualifications
· Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
· 5+ years of progressive experience in FP&A, corporate finance, or strategic finance.
· Strong Excel and financial modeling skills; proficiency with financial planning tools (e.g., Adaptive Insights, NetSuite, or similar).
· Deep understanding of financial statements, GAAP accounting, and business metrics.
· Excellent communication skills, with the ability to translate complex data into actionable insights.
· Proven experience working cross-functionally and influencing stakeholders at all levels.
· High attention to detail, analytical mindset, and ability to work under tight deadlines.
Financial Controller
Finance analyst job in Orange, CA
San Diego County / Orange County Office - NO RELOCATIONS
Ideal candidate has background in CPG or Personal Care Products
We are seeking a seasoned Controller to lead the accounting department and enhance financial processes within a dynamic and growing company portfolio. This pivotal role demands a strategic thinker with a firm grasp on financial operations and an ability to implement robust accounting infrastructure across multiple brands.
The ideal candidate will have extensive experience managing accounting functions using the Net Suite ERP system. You will be responsible for overseeing financial reporting, budgeting, internal controls, and tax coordination, ensuring compliance with accounting standards and regulatory requirements.
Job location is in San Diego County / Orange County area. Hybrid role.
Key Responsibilities:
Lead all accounting activities, including accounts payable and receivable, general ledger, and inventory controls.
Manage and optimize Net Suite ERP system operations to support business needs and ensure data accuracy.
Prepare and present financial reports, forecasts, and annual budgets aligned with organizational goals and compliance standards.
Coordinate with tax professionals and auditors to support annual filings and audits.
Qualifications:
Bachelor's degree in Accounting, Business Administration, or a related field.
Minimum of eight years' progressive accounting experience, with demonstrated leadership roles.
Expert-level proficiency in Net Suite ERP system is mandatory.
Comprehensive knowledge of business taxes and tax preparation software, especially in e-commerce environments.
Strong expertise in accounts payable, accounts receivable, and financial reporting standards.
Availability to work on-site several days per week.
SAP Finance Control Consultant
Finance analyst job in Irvine, CA
Digital & IT SAP FICO Specialist
Full-time | Permanent
About the Role:
Seeking a seasoned SAP Finance & Controlling (FICO) Subject Matter Expert with hands-on experience in SAP ECC 6.0 and S/4 HANA. The ideal candidate will ensure SAP solutions align with global business processes and templates while supporting Finance, Controlling, and Project Systems modules. Manufacturing industry experience preferred.
Key Responsibilities:
Act as SME for SAP FICO, advising on system design, configuration, and integration.
Gather, analyze, and document business requirements across Finance and Controlling functions.
Collaborate with cross-functional teams and developers to deliver scalable SAP solutions.
Support SAP template deployment, process design, and continuous improvement initiatives.
Lead configuration, testing, and implementation for financial and cost management processes.
Qualifications:
Bachelor's degree in IT, Finance, or related field.
5+ years of SAP full-cycle implementation experience in FICO and management accounting.
Experience with customized SAP processes, RICEFW, BAPI, user exits, and integrations.
Strong understanding of accounting standards, compliance (DFARS/ITAR), and SAP best practices.
Excellent communication and stakeholder management skills.
Branch Controller
Finance analyst job in Riverside, CA
As a member of the executive team, the Branch Controller will be integral to the branch meeting its financial goals and growth plans. The position is responsible for budgeting, job profitability, cash flow, financial reporting, timely and accurate closing and month-end adjustments, setting goals, and AR/AP. This position is on-site at our Riverside construction branch.
Branch Controller Responsibilities:
Produce monthly financials.
Produce monthly management reports.
Meet with operations to determine percentage completion adjustments for revenue and cost commitments for all material ongoing jobs.
Prepare job cost statements and work with Supervisors to analyze jobs' profitability.
Ensure accurate preparation of invoices, lien releases, and client documentation.
Ensure accurate accounts payable, billing, and payroll data entry.
Liaison between branch and Corporate Accounting staff.
Manage cash reports, P&L's and work to achieve a positive cash flow.
Review budgets submitted by the Branches and assists in preparing the Company's annual Business Plan.
Maintain balance sheet reconciliation schedules in a form satisfactory to the Company's external CPA.
Ensure accuracy of subcontractor contractors and invoices.
Manages local accounting staff.
Education and Experience Required:
Bachelor's degree in accounting.
5-7 years accounting experience.
5 years progressive financial (GAAP) accounting and reporting management experience.
Must be able to travel occasionally.
Must possess excellent time management, communications, decision-making, and organizational skills.
Must be proficient with Microsoft Office (Excel, Word, PowerPoint, and Outlook.
Must be proficient with sophisticated accounting software. Timberline preferred.
Ability to work in a fast-paced environment, effectively balancing multiple concurrent assignments.
Benefits and Culture:
Medical, dental, and vision.
FSA and FSA Dependent Care
401(k)
Gothic is a family-oriented company.
We give back to the community.
Gothic invests in their employees.
We pride ourselves on our strong culture.
We love to see employees grow in their career and thrive.
Annual Salary Range: $110,000 - $120,000
Asset Management & Investment Associate
Finance analyst job in Chino, CA
Commercial Real Estate - Asset Management & Investment Associate - Job Description (Exempt)
About Us:
Shin Yen Retail Property Management is a premier commercial real estate company with a growing portfolio of retail properties across diverse markets. Our success is driven by expert property management, disciplined capital investment, and a commitment to financial excellence. We are seeking a talented Asset Management & Investment Associate to support both our investment initiatives and asset management strategies, helping to maximize returns and strengthen portfolio performance.
Position Overview:
The Asset Management & Investment Associate will play a hybrid role, bridging investment analysis with hands-on asset management. This role involves conducting financial modeling, underwriting acquisitions, and structuring financing while also supporting portfolio strategy, lease oversight, and property-level performance. The ideal candidate will bring strong financial and analytical skills, preferably with prior banking, credit, or investment experience, and a solid understanding of commercial real estate operations.
Key Responsibilities:
Investment & Financial Analysis
Conduct financial modeling, forecasting, and sensitivity analyses for acquisitions, refinancing, and portfolio planning.
Evaluate acquisition opportunities through underwriting, market research, and feasibility analysis.
Support due diligence for acquisitions and dispositions, including financial, legal, and operational reviews.
Prepare investment memoranda, offering documents, and presentations for senior management, lenders, and investors.
Track and report portfolio performance metrics including DSCR, LTV, NOI, IRR, and cash-on-cash returns.
Asset & Portfolio Management
Assist in developing and executing strategic asset management plans to optimize property value and returns.
Collaborate with property management on budgeting, financial reviews, and operational oversight.
Monitor tenant performance, rent rolls, lease compliance, and occupancy levels.
Provide recommendations for enhancing asset profitability and long-term performance.
Oversee vendor contracts, capital improvements, and property upkeep alongside the property management team.
Capital Markets & Debt Financing
Structure and analyze financing packages for acquisitions, refinancing, and recapitalizations.
Maintain relationships with banks, insurance companies, and other capital providers.
Prepare loan packages, financial reports, and support lender due diligence processes.
Track interest rate shifts, refinancing impacts, and capital deployment scenarios.
Leasing & Occupancy
Support lease negotiations, renewals, and tenant credit assessments.
Partner with brokers and marketing teams to identify tenants and maintain an optimal tenant mix.
Analyze market trends to improve occupancy rates and drive long-term value creation.
Reporting & Risk Management
Generate regular performance reports, portfolio analyses, and property assessments for management.
Support risk management efforts by monitoring compliance with legal, safety, and regulatory requirements.
Assist with crisis management planning and ensure risk mitigation strategies are in place.
Systems & Process Optimization
Utilize Yardi and Argus for modeling, reporting, and portfolio tracking.
Enhance internal workflows, reporting tools, and compliance processes.
Ensure accuracy and integrity of financial and operational data.
Qualifications:
Bachelor's degree in Finance, Real Estate, Economics, or related field (MBA preferred).
4-7 years of experience in commercial real estate asset management, investment banking, or credit analysis.
Strong financial modeling and advanced Excel skills; experience with Yardi and Argus strongly preferred.
Deep understanding of commercial real estate lending, underwriting, and asset management practices.
Excellent communication, negotiation, and presentation skills.
Ability to manage multiple projects and priorities in a fast-paced environment.
Self-motivated, highly organized, and detail-oriented with strong problem-solving skills.
Job Type: Full-time
Pay: $80,000-$86,0000 per year
Benefits:
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday to Friday
No weekends
Work Location: In person
Financial Advisor
Finance analyst job in Santa Ana, CA
This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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Cost Accountant
Finance analyst job in Fountain Valley, CA
Produce daily, weekly, monthly production and material variance reports
•Produce inventory reports to analyze key inventory drivers in the business
•Review and analyze standard and actual costs for variances and prepare reports
•Update standard costs and ensure accuracy in the Bill of Materials (BOM's) and routings
•Prepare, analyze and report monthly gross margin analysis by customer and product family.
•Responsible for account reconciliation of physical inventories and cycle counts
oPrepare periodic inventory reserves reconciliation, analyzing inventory for risk, and monitoring with support from internal stakeholders
•Prepare monthly inventory book to perpetual reconciliation and related journal entry posting
•Capitalize standard costing and manufacturing variances into inventory
•Assist in month-end and year-end closing
•Assist with audits
Sales Analyst
Finance analyst job in Irvine, CA
DIME is a rapidly growing cannabis company scaling across CA, AZ, OK, NM, NV, MT, MA, NY and Canada. We build premium products, move fast, and keep operations tight so Sales, partners, and customers have a frictionless experience.
We're hiring a detail-oriented, analytical Sales Analyst to evaluate and decision account credit requests and deductions. You will stand up California first, then templatize policy, controls, and analytics for other states. The role blends financial analysis, risk assessment, and crisp communication to guide decisions and support Sales without adding friction.
What You'll Do
Intake and triage credit requests; risk-score and approve or deny per policy and regulations
Verify eligibility and documentation; assemble audit-ready packages and track decisions
Analyze trends by customer, SKU, and region; surface high-risk patterns and repeat drivers
Design preventative controls: approval matrices, thresholds, maker-checker reviews, sampling audits, required-backup templates
Recommend fixes to price books, promo setup, and contracts
Package decisions with clear rationale and present findings to Sales and Finance leadership
Monitor the portfolio of credit activity for patterns, outliers, and fraud risk; stay current on market and regulatory changes
Publish reporting and guidance; train cross-functional teams on submission quality and policy updates
Partner with Accounting and Ops for clean handoffs to execution systems (no AR responsibilities)
What You Bring
5+ years in sales analysis, credit analysis, trade spend or deductions analysis, pricing or promotions analytics, risk and controls, or internal audit
Strong risk analysis mindset with practical fraud-prevention instincts
Comfort with financial concepts and modeling to evaluate credit viability and impact on revenue and margins
Excellent negotiation and communication skills to align with Sales and customers on outcomes and terms
Proven policy and process builder who can document, standardize, and scale multi-state workflows
Tools You'll Use
Excel or Google Sheets power user (lookups, pivots); BI a plus (Looker, Power BI, Tableau)
Bonus: basic SQL for ad-hoc analysis
Job Type: Full-time
Benefits:
401(k)
Dental insurance
Health insurance
Vision insurance
Work Location: In person
Financial Analyst - Corporate Development
Finance analyst job in Redlands, CA
The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs.
Join the team fully onsite at our stunning campus in Redlands, CA.
Responsibilities
Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis
Prepare presentations, reports, and documentation for department and corporate management
Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams
Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements
Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems
Maintain and update systems used to track acquisition activity and key information
Requirements
2+ years of prior experience or relevant experience
Experience with budgeting and planning methodologies and tools
Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables
High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines
Familiarity with accounting financial statements
Ability to work independently
Analytical and problem-solving skills
Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US
Bachelor's in Accounting, Finance, or in a related field
Recommended Qualifications
Experience working with SAP or other large ERP systems
Experience working with advanced reporting tools such as Power BI
Familiar with SQL and relational databases
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Auto-ApplyIntern - Financial Analyst
Finance analyst job in Irvine, CA
Financial Analyst Intern
Duration: 1-6 months (Specific dates to be agreed upon with the selected candidate)
We are seeking a diligent and analytical Financial Analyst Intern to assist our investment team during the upcoming winter break period. The intern will gain hands-on experience in real estate financial reporting, analysis, and forecasting within a fast-paced business environment.
Responsibilities
- Collaborate with the investment team to gather and evaluate real estate marketing data, ensuring alignment with business objectives.
- Provide innovative solutions and recommendations to enhance financial performance and support cost-reduction strategies.
- Support the development of financial models for forecasting and budgeting purposes.
- Analyze industry trends to identify potential investment opportunities or financial risks.
- Contribute to the preparation of detailed reports and presentations for investors.
Qualifications
- Previous experience in finance, particularly within the real estate sector, is highly desirable.
- Involvement in student union or leadership experience in campus organizations.
- Legal work status in the United States (U.S. citizens and Green Card holders preferred).
- Strong analytical skills and proficiency in Microsoft Excel, PPT and financial modeling.
- Excellent organizational, communication, and presentation skills.
Note to Applicants: These internships are designed to provide significant educational experience and are aligned with the intern's formal education program. They will provide opportunities for professional development in a real-world context and are intended to complement and enhance the intern's academic learning.
Summer Analyst - Investments
Finance analyst job in Irvine, CA
RESPONSIBILITIES Healthpeak's Summer Analyst Program offers ambitious undergraduate students a unique opportunity to gain hands-on experience within our Investments team. Over the course of 10 weeks, analysts will develop a strong foundation in life science, medical office, and senior housing real estate investing, financial modeling, valuation, and underwriting, with exposure to a wide range of institutional real estate transactions across acquisitions, dispositions, developments, redevelopments, and portfolio management.
Summer Analysts will be fully integrated into the Investments team and will work alongside senior professionals who have backgrounds in real estate private equity, investment banking, and strategy. The program also includes structured training, mentorship, and the opportunity to contribute to real, high-impact investment decisions in the rapidly growing life science, medical office, and senior housing sectors. Responsibilities include, but are not limited to:
Assisting in the evaluation and execution of new investment opportunities, including acquisitions, dispositions, developments, redevelopments, and structured transactions (e.g., joint ventures, preferred equity, real estate debt)
Performing underwriting and cash flow analysis across a variety of deal types
Building and refining financial models in Excel and Argus
Supporting due diligence efforts and market research initiatives
Preparing materials for internal investment committee meetings and presentations to senior leadership, including the Board of Directors
Collaborating cross-functionally with asset management, development, legal, and finance teams
Contributing to strategic special projects and portfolio reviews
POSITION REQUIREMENTS
A target start in June 2026, which will seek to align with candidates' academic calendar
Current Juniors, graduating between December 2026 and June 2027, currently pursuing a Bachelor's degree from an accredited college or university
Preferred majors include Business, Real Estate, Finance, Economics, Accounting, Mathematics or other fields or other majors/experience where the candidate can easily demonstrate quantitative analytical experience
Working knowledge of Microsoft Office Suite (Word, PowerPoint, etc.) with an emphasis on knowledge and experience with Excel
Strong written and oral communication skills, interpersonal skills, and ability to work with others
Ability to manage multiple priorities in a fast-paced, dynamic environment
Ability to travel to various property tours across the country
Paid Internship - Non-Exempt - $30/hour
Auto-Apply2026 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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