Operations Finance Analyst - Manufacturing
Finance Analyst job 37 miles from Simi Valley
Emerge is actively recruiting for an Operations Finance Analyst for our dynamic client company on the outskirts of Pasadena, CA. Our client is a progressive and growing manufacturer operating in one of the most vital and fast-paced segments of today's economy. They are known for exceptional customer service and commitment to quality.
The Operations Finance Analyst located near Pasadena, CA will play a key role in maintaining the accuracy and integrity of the company's financial data, supporting effective financial planning, analysis, and operational decision-making.
What We're Looking For:
Our ideal candidate is analytical, highly detail-oriented, and capable of processing and interpreting large volumes of data to identify trends and support strategic insights.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Financial reporting and controls:
Assist in preparing financial statements and reports, monthly reconciliations, end of year reporting, budgets, and forecasts.
Close books timely, efficiently, and accurately
Reconciliations, ERP closing, Journal Entries, Audit Support
Inventory Control analytics and reporting
Year-end physical inventory support
Monitor and track production variances
Material Usage variances
Labor variances
Purchase Price variances
Collaborate with production, supply chain, engineering, and finance teams to identify and implement process improvements.
Identify opportunities for improvements and calculate gross and net productivity
Track and estimate site level cost savings projects
Work with other sites to learn how to leverage capacity and capabilities within the USA production network
Support preparation of annual budgets and quarterly forecasts
Work cross functionally to submit weekly forecasts for the USA sites:
Revenue & EBITDA
Orderbook
Assist in ad-hoc financial projects and analysis as needed.
Cost reviews for new product bids
New item Part Costing
Become a local ERP Subject matter expert (support and resolve issues)
Collaborate with departments to optimize financial operations and information systems.
QUALIFICATIONS
Bachelor's degree: Finance, Accounting, Economics, or Business (MBA or CPA/CMA is a plus)
5+ years' experience in Accounting and Corporate Finance
Experience in a fast-paced, data-driven, or manufacturing environment is highly valued
Thorough knowledge of basic accounting procedures
In-depth understanding of GAAP
Experience with general ledger functions and the month-end/year-end close
FAR, DFAR Regulations
Knowledge of supply chain, manufacturing and logistics
Ability to link financial outcomes with operations drivers (KPI's, process efficiencies, etc.)
Strategic thinking and commercial awareness
Support for decision-making and performance improvement
Financial Planning Software / Tools
ERP Knowledge (Epicor/Kinetic experience a plus)
Research Skills - Analyzing Information
Deadline-Oriented and thoroughness
Advanced MS Excel skills (VLOOKUP, PivotTables, Power Query, etc.)
Experience with ISO / AS9100 quality management systems
Controller - CPG
Finance Analyst job 42 miles from Simi Valley
A dynamic and fast-moving international consumer products business requires a Plant Controller - Food Production Operations
Based in Carson, California you will be responsible for the commercial, operational and management finance and accounting activities for the location. This is a senior leadership role which requires business partnering and ensuring that robust financial controls and information are in place to deliver the company's growth strategy.
Key responsibilities:
Operations finance.
Cost accounting.
Core accounting - Balance Sheet management.
Financial Leadership & Control: Maintain strong financial governance, mitigate risks, and optimize reporting processes.
Strategic Planning: Lead business strategy formulation and execution, aligning financial models with commercial objectives.
Performance Monitoring: Provide timely financial insights, challenge inefficiencies, and drive corrective measures.
Investment & Growth: Evaluate commercial opportunities, investment proposals, and oversee capital allocation.
Cash Flow & Forecasting: Champion rolling forecasts, manage working capital, and ensure financial visibility.
Technology & IT Integration: Oversee financial systems and liaise with IT to enhance business efficiency.
Leadership & Talent Development: Recruit, mentor, and develop a high-performing finance team.
Skills required:
CPA/MBA qualified with at least 5 year's experience of senior finance leadership in a high growth manufacturing environment
Strong Analytical skills, data-driven decision-making and leadership presence
Proven track record in commercial strategy, financial planning & analysis, design and implementation of financial control frameworks.
Ability to lead and partner with the business in a fast-growing and complex business
Strong interpersonal skills and ability to negotiate, present, influence and resolve complex issues
This is an excellent role for a dynamic finance leader who wants to drive growth and operational excellence in a successful growth environment.
Financial Analyst
Finance Analyst job 23 miles from Simi Valley
The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.
Responsibilities
Analyze current and past financial data and performance to make recommendations on profit enhancement
Consistently analyze financial information based on both routine and ad-hoc reports
Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
Communicate financial insights suggesting business issues to management
Qualifications
Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
2+ years' of financial analysis and modeling experience
Advanced knowledge of Excel
Investment Associate
Finance Analyst job 25 miles from Simi Valley
Company Background
Founded in 1993, DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, with offices in Los Angeles, Menlo Park, Boston, Washington DC, Austin, and New York City. Known for our long-standing relationships and track record of success in innovation markets, DivcoWest combines entrepreneurial spirit with an institutional approach.
DivcoWest aims to create environments that inspire ingenuity, promote growth, and enhance the health, happiness, and well-being of all people. A disciplined code of ethics is at the core of all that we do. We believe that the collective energy of a diverse team is what drives our creative ideas and solutions.
Summary
The Senior Analyst/ Associate will provide direct assistance to the various members of the Investment Team in supporting both Asset Management and Acquisition functions in the following areas: providing analytical support for existing assets including lease and financing analyses, business plan development, reporting and valuation updates, and other analytical support as may be needed. The candidate will also assist in the Acquisition process by providing analytical support for evaluating new investments and assisting in the due diligence process. In both functions, the candidate will also assist in drafting internal, investor and lender presentations while also assisting in the compilation of white papers on new potential investment strategies for both existing and new investments within DivcoWest's portfolio and/or target investment markets.
This role requires 5 days in the office at our Beverly Hills, Los Angeles, CA location.
Interested candidates should send their resumes to ************************.
Responsibilities
Participate in the creation of monthly, quarterly, and annual reporting for investors and senior management.
Participate in the valuation process of each asset on a quarterly basis, working with analytics team and consultants.
Provide regular written and oral status reports and ad hoc reports on request.
Evaluate potential new investment opportunities and build financial models using Argus Enterprise and Excel.
Participate in the drafting and implementation of strategic business plans that will govern an asset's daily operations, position in the market, and ultimate disposition.
Assist in creating investment memoranda and other written reports for our investments, both existing and new.
Assist with transaction due diligence responsibilities, which include supporting the acquisitions team to abstract leases, verify underwriting, review historical financials, conduct CAM reconciliations, and review property due diligence reports, and assist in closings and financings.
Qualifications
At least 1-3 years of relevant experience.
Strong financial modeling skills. Exposure and/or knowledge of real estate accounting and financial statement analysis a plus
Strong skills in Excel, Word, and PowerPoint.
Ability to effectively work and communicate with team members.
Exceptional quantitative and analytical skills.
Exceptional business writing ability.
A strong interest in real estate investment.
Self-managed, able to work well independently and within a small team.
High level of initiative, strong work ethic and willingness to work across teams.
Creative and entrepreneurial spirit.
The person in this position must be able to:
Remain in a stationary position for 75% of the time working on a computer and attending virtual meetings.
Occasionally move about the office to access file cabinets, office technology, and attend meetings etc.
Compensation
Base salary: $100,000- $120,000
Annual bonus opportunity
Full benefits
Divco West Services, LLC (“Company”), an equal opportunity employer, is committed to equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, pays, and administers all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses. Please review our company Privacy Policy regarding the use of any personal information you provide us at: *****************************************
This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits, and all other privileges, terms, and conditions of employment. This policy and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status outlined above.
Bilingual Procurement Analyst
Finance Analyst job 27 miles from Simi Valley
Our client, a global toy manufacturer, is looking for a detail-oriented Bilingual Procurement Analyst to join our LATAM Procurement Services team. As a LATAM Global Procurement Analyst, you will support procurement and sourcing initiatives focused on logistics services in Latin America. You'll work with cross-functional teams, assist in onboarding suppliers, ensure compliance, and support key sourcing and tender processes. This role requires strong administrative and analytical skills as well as regular communication with stakeholders across LATAM and Asia. This is a great opportunity for motivated and professional individual who is eager to grow in procurement, supply chain, and logistics.
This is a Long-term Temp opportunity in Los Angeles.
Pay: $35-48/ hour
Key Responsibilities:
Support supplier onboarding and compliance tasks (e.g. W-9, tax forms, legal documentation)
Assist in RFI/RFP processes from creation to vendor selection
Translate documents (Spanish-English) and help shift communications across global teams
Analyze business submissions and provide insights to managers
Create project update presentations and reports for internal stakeholders
Perform cost/spend analysis to identify savings opportunities
Coordinate with Finance and Logistics teams to align budget expectations
Support source-to-pay processes (supplier setup, requisitions, purchase orders)
Maintain strong working relationships with suppliers and regional stakeholders
Use tools such as Coupa, Excel (pivot tables, VLOOKUP), and PowerPoint to manage workflow efficiently
What You Bring:
At least 1-5 years of experience in procurement, supply chain, or a related field
Bachelor's degree in Business, Supply Chain, or similar preferred
Bilingual in Spanish & English (Portuguese is a plus)
Proficiency in Excel (pivot tables, VLOOKUP - no macros required)
Experience with Coupa, Oracle, or similar systems is a plus
Understanding of logistics categories such as transportation, customs, 3PLs, etc.
Solid PowerPoint skills and ability to create clear executive-ready presentations
Strong communication and teamwork skills
Strong attention to detail and organizational skills
If you have a strong interest in procurement, buying, or supply chain, and enjoy working in a fast-paced, multi-regional environment, please submit your resume for consideration!
You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: ************************************************************
Sr. Acquisition Analyst
Finance Analyst job 32 miles from Simi Valley
Job Description
Sr. Acquisition Analyst
Company: ACT1 Federal
About ACT1: ACT1 Federal advances our Nation’s and Allies’ missions by taking ACTION! We provide mission operations support, technical services, and innovative solutions by leveraging our talented workforce. By doing so, we are making the world a better, safe and more productive and inclusive place.
ACT1 FEDERAL provide systems acquisition and program management support on various development programs that are intended to protect and defend the Nation's most valuable space assets. Our team is at the forefront of advising and assisting the Government throughout the full lifecycle of systems acquisition processes that enable rapid fielding of complex systems to meet warfighter needs.
**THIS POSITION IS CONTINGENT UPON CONTRACT AWARD**
Responsibilities:
Expert in acquiring highly classified ACAT-like space control systems
Expert in developing and coordinating all activities and documentation required to support ACAT-like Defense Acquisition Boards (DABs)
Expert in developing and coordinating all activities and documentation required to support a major source selection
Highly knowledgeable in the fields of Air Force contracting and Air Force financial management
Expert in Federal, DoD, Air Force, and SSC contracting processes and procedures
Demonstrated ability to lead all aspects of any contract action required by the program office, including but not limited to solicitations, change proposals, funding modifications, and award or incentive fee management
Prior PCO or Buyer experience preferred
Requirements
Requirements:
Active Top Secret (TS/Sci) Eligible
Benefits
· Medical/Dental/Vision Insurance
· ACT1 Employee Stock Ownership Plan (ESOP)
· Company Paid Life and AD&D Insurance
· Company Paid Short-Term Disability
· Voluntary Long-Term Disability
· Flexible Spending Accounts (FSA)
· Health Savings Account (HSA)
· 401K with employer match
· Paid Time Off
· Paid Holidays
· Parental Leave
· Military Leave
· Education, Training & Professional Development
· Voluntary Accidental Injury/Critical Illness/Hospital Care
· Voluntary Pet Insurance, Legal Resources, and Identity Protection
********************************
Salaries are commensurate with experience and qualifications, as well as market and business considerations. California Pay Transparency Range: $147k-$172k
All qualified applicants will receive consideration for employment without regard to disability, status as a protect veteran or any other status protected by applicable federal, state, local or international law.
Senior Accountant
Finance Analyst job 44 miles from Simi Valley
Senior Accountant needed for large scale company located near Pico Rivera, Ca. This is an onsite role paying up to 100k plus bons. DOE.
Responsibilities include, but are not limited to:
Ensure business transactions are reported in accordance with generally accepted accounting principles
Responsible for month end close process and reporting.
Responsible for maintaining general ledger, ensuring all transaction are recorded accurately and in compliance with accounting standards.
Reports sales, use and property taxes.
Assists with audit
Prepares accurate balance sheet reconciliations o ensure accurate financial reporting.
Qualifications
Bachelor's degree in Accounting, Finance, or Economics or equivalent experience
Min of 3-5 years of strong accounting experience.
Strong US GAAP.
Distribution, CPG or Retail industry experience needed.
For immediate consideration, please email resume to *********************
Legal Finance Operations Manager (Trust)
Finance Analyst job 27 miles from Simi Valley
Job Description
A Prominent Global law firm based is searching for a new Legal Finance Operations Manager in its Los Angeles or Century City location. The Legal Finance Operations Manager will assist with overseeing and managing operational aspects of the legal finance department, focusing on trusts, inventory management and cash application functions. Candidates must have a background in Legal Operations and Finance with an emphasis on managing trust funds and optimizing workflows within the legal department.
Responsibilities include:
Trust Fund Management:
Oversee the administration of all trust accounts. Ensure that all transactions are properly executed, documented, and compliant with fiduciary laws and internal policies.
Provide supervision, conduct check-ins, and provide feedback to the Trust Accountant.
Ensure all trust accounts adhere to relevant regulations, including any legal standards that govern fiduciary responsibility.
Collaborate with and provide direction to Billing and Collections teams to take appropriate actions against inventory amounts.
Cash Application Management:
Oversee the cash application process, ensuring that incoming payments are accurately applied to client accounts, trust funds, and invoices in a timely manner.
Provide supervision, conduct check-ins, and provide feedback to the Accounts Receivable Analyst.
Qualifications:
Exceptional organizational and time management skills, with the ability to manage multiple priorities and meet deadlines.
Excellent interpersonal skills and ability to communicate effectively and collaborate across all levels of lawyers and staff.
Strong ownership and accountability.
Experience:
Proven experience in trust accounting, with at least 5 years in legal project management, billing, and/or accounting function.
Bachelor's degree required in Business, Economics, Finance, Accounting, or related field.
Advanced education or degree, a plus.
Experience working with legal billing software, particularly in Aderant or Elite (3E), preferred.
Advanced experience with Microsoft Office Suite(Specifically Excel).
Senior Real Estate Analyst
Finance Analyst job 32 miles from Simi Valley
At CenterCal Properties, our mission is to create world class retail and mixed-use environments that uplift communities. Located in the dynamic heart of El Segundo, CA, we stand as a beacon of innovation, quality, and inclusivity. We are currently seeking a Sr. Real Estate Analyst, Leasing who embodies our values of Creative Persistence, High Standards, Being Resourceful, Delivering Today, Integrity is Non-Negotiable, Advocate, Collaborate, Commit, and Building Great Teams Through Diversity, Equity & Inclusion.
GENERAL PURPOSE: The Sr. Real Estate Analyst, Leasing is responsible for developing and maintaining complex cash flow models, assisting with the annual budget and monthly forecast process, preparing financial reports, and working on ad hoc projects/analyses. The position works closely with the leasing team, asset management, property management, construction and development teams.
KEY RESPONSIBILITIES/DUTIES: Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job. Responsibilities include but are not limited to:
Manage budget for company's portfolio, analyze forecast to actual and include budget variances including base rent and percentage rent.
Track leasing statistics and metrics, benchmarking, and review of market and competitor analysis to forecast trends, identify risks and opportunities.
Leasing deal review including analysis of financials, revenue assumptions, occupancy cost and health ratios.
Prepare weekly vacancy and occupancy reports, dealmaker performance, vacancy exposure, lender meeting reporting package.
Prepare leasing package for Principal report on a monthly basis.
Process lease commissions calculations and lease incentive payments.
Attend weekly leasing meetings.
Other duties as assigned.
MINIMUM QUALIFICATIONS: The following are the minimum qualifications which an individual needs in order to successfully perform the duties and responsibilities of this position. Please note that the minimum qualifications may vary based upon the department size and/or geographic location.
Bachelor's degree in finance, real estate, economics, accounting or a related field.
Minimum 3 to 5 years of full-time experience as a real estate analyst required.
Shopping Center experience preferred.
Knowledge, Skills& Abilities:
Exceptional Excel skills
Proficient in Word, PowerPoint and Argus
Strong oral and written communication skills
Outstanding quantitative and analytical skills
Ability to maintain confidentiality and display good judgment
Strong attention to detail
Ability to work in a fast-paced office environment to meet deadlines and handle multiple projects simultaneously
Ability to maintain quantity without sacrificing quality
Exceptional organizational, analytical, and interpersonal skills
Extremely strong work ethic and drive to succeed
PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job. Nature of work requires an ability to effectively communicate and exchange information, collect, compile and prepare work documents, and operate standard business office equipment. Travels as required to meet accountabilities.
WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment.
Work performed in a general office environment. May require extended hours during peak periods.
Financial Advisor - Certification Provided
Finance Analyst job 36 miles from Simi Valley
This job posting is anticipated to remain open for 30 days, from 02-May-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.
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 Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Senior Financial Reporting Analyst
Finance Analyst job 39 miles from Simi Valley
DescriptionWe are seeking a detail-oriented Financial Reporting Senior to assist with the financial reporting process within our organization. The ideal candidate will be responsible for assisting in the preparation of internal and external financial statements in adherence to US Generally Accepted Accounting Principles (GAAP) and Securities and Exchange Commission (SEC) regulations. The candidate will ensure the timely completion of our processes, coordinate with internal departments and external auditors, and maintain compliance with relevant laws and regulations.
Our Values:
Put Patients First
Empower Entrepreneurial Provider and Care Teams
Operate with Integrity & Excellence
Be Innovative
Work As One Team
What You'll Do
Assist in the preparation and review of internal and external financial statements following US GAAP and SEC guidelines.
Ensure the timely completion of quarterly and year-end closing processes, meeting all financial reporting deadlines.
Assist with internal and external auditor requests.
Collaborate with various internal departments to collect, analyze, and report information necessary for internal and external financial reports.
Prepare schedules and perform analytics required for reporting and management review.
Maintain and organize financial databases to ensure accuracy and accessibility of financial information.
Uphold compliance with Sarbanes-Oxley Act (SOX) regulations.
Assist management with ad-hoc procedures and special projects as needed.
Assist in the consolidation process by ensuring accurate elimination of intercompany balances.
Prepare monthly journal entries and ensure we maintain complete records of these transactions.
Qualifications
Bachelor's degree in Accounting, Finance, or a related field; CPA certification preferred.
2+ years of experience in financial reporting or accounting
Understanding of US GAAP and SEC regulations.
Advanced knowledge of MS Excel.
Excellent analytical and problem-solving skills.
Strong attention to detail and accuracy.
Effective communication and interpersonal skills for coordinating with both internal and external stakeholders.
Ability to multitask in a dynamic work environment.
Environmental Job Requirements and Working Conditions
Our organization follows a hybrid work structure where the expectation is to work both in office and at home on a weekly basis. The office is located at 1668 S. Garfield Ave. 2nd Floor, Alhambra, CA 91801.
The total compensation target pay range for this role is: $95,000 - $110,000. This salary range represents our national target range for this role.
Astrana Health is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided based on qualifications, merit, and business need. If you require assistance in applying for open positions due to a disability, please email us at ************************************ to request an accommodation. Additional Information:The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.
Budget & Financial Manager, Top Secret Clearance
Finance Analyst job 32 miles from Simi Valley
Job Description
Responsibilities:
• Plan, organize, direct, and conduct financial management support for the Program Control office and Program Managers in areas of moderate-to-extensive scope and complexity.
• Support budget development activities, such as, validation of budget items, forecasting obligations and expenditures, assisting in prioritization of requirements, and establishing traceability of budget items to other program documentation.
• Compile, analyze, and reconcile financial data to produce program financial status and establish or maintain financial accounts, reports or logs.
• Prepare, process, review, and categorize budget documents using data from various sources such as, presentations, letters, memorandums, policies, interviews, meetings, financial and contractual documents, and government accounting systems.
• Support acquisition planning and oversight activities, such as, but not limited to, Independent Program Assessments (IPAs), Integrated Baseline Review (IBR), Request for Proposal (RFP) development, source selections, Program Management Reviews (PMRs), and internal reviews and assessments.
Required Qualifications:
• Top Secret with SCI Eligibility Clearance
• BA/BS degree in Business, Accounting, Math, Engineering, or other applicable degree.
• Proficient with Microsoft Office, including Word, PowerPoint, and Excel
• Experience with DoD funding documents, contracts, and lines of account
• Knowledge of DoD Planning, Programing, Budget and Execution (PPBE) process
• 4+ years of experience performing DoD or Aerospace Financial Management
• 1+ years of experience performing Acquisition Financial Management of DoD systems
• Ability to travel up to 10% of the time
Desired Qualifications:
• MA, MS, or MBA (equivalent of 2 years of additional experience).
• Prior Military, DoD, or Federal Government Program and Budget experience is highly desired
• Experience with Defense Agencies Initiative (DAI) processes and budget authorities, Wide Area Work Flow (WAWF) invoicing, and Military Interdepartmental Purchase Requests (MIPRs) systems
The salary range for this position is $125,000-$190,000, per year. Specific compensation will be determined by several factors including experience, education, skills, and knowledge. We also offer medical/dental/vision benefits and 401k contribution.
Blue Sky Innovators, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. If you are a qualified job seeker with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access ******************************** as a result of your disability. To request an accommodation, please email us at ***************************** and provide your name and contact information. Please note: this is only for job seekers with disabilities requesting an accommodation.
Associate- Corporate - Restructuring & Special Situations Finance
Finance Analyst job 27 miles from Simi Valley
Job Description
Direct Counsel, LLC is partnering with a leading global law firm to seek a talented and driven Finance Associate for the firm’s Los Angeles. office. This is a unique opportunity to join a highly sophisticated Global Finance team, working closely with the firm’s nationally recognized Business Restructuring & Reorganization practice.
The ideal candidate will bring significant experience with liability management transactions, DIP financings, bankruptcy exit financings, and/or special situations financings.
Key Responsibilities:
Represent creditors or borrowers in complex financing transactions related to:
Liability management
Debtor-in-possession (DIP) financings
Exit financings from Chapter 11
Special situations and opportunistic financings
Work closely with teams on top-of-capital-structure representations, often involving:
Hedge funds
CLO managers
Private equity sponsors
Financial institutions
Advise on both in-court (Chapter 11) and out-of-court restructurings.
Collaborate across practice areas to manage sophisticated, often high-profile, transactions.
Qualifications:
J.D. from an accredited U.S. law school
Admitted to practice and in good standing in at least one U.S. jurisdiction
Law school class years 2017–2020
Strong background in finance, restructuring, or special situations law
Experience with secured lending, credit agreements, and financial instruments
Excellent analytical, negotiation, and communication skills
Ability to thrive in a fast-paced, team-oriented environment
Compensation:
Annual Salary Range: $365,000 – $435,000
(Commensurate with experience and qualifications)
Bonuses: Discretionary and performance-based
Global Project, Energy, and Infrastructure Finance (mid-level) Associate
Finance Analyst job 27 miles from Simi Valley
Job DescriptionWe are a premier international law firm that handles high-profile, complex cases, and business transactions through our 10+ offices worldwide! We collaborate on an integrated basis, that gives us a dominant presence and allows us to serve a client base that includes the world's leading companies and financial institutions. We are recognized internationally as a leader in major
Corporate/Finance Transactions
such as M&A, structured finance, capital markets, banking, and project transportation,
Litigation
that include complex commercial, intellectual property, securities, and white collar, and
Financial Restructuring
, and
Trust & Estates.
We are looking to add a
hybrid
Global Project, Energy, and Infrastructure Finance Associate (Mid-Level Associate: 3-5 years) to the team at our Los Angeles office - this is an opportunity to be supporting the market-leading Project Finance and Tax practice team, within a dynamic, and collaborative environment. If you are interested in this opportunity, even if it may not be an exact match or a slightly different background, please apply! We encourage you to apply even if you may think it is not an exact fit. As we take all candidates into consideration and do our best to see where we may be able to fit you within our team.RESPONSIBILITIES & QUALIFICATIONS
Experience in renewable energy transactions, particularly involving tax-equity financings, tax credit monetization, and investments in partnership structures that own assets such as wind and solar projects
A strong foundation in project finance, with exposure to energy transition, natural resources, and/or infrastructure sectors
PREFERRED: A strong academic record and prior training at a leading law firm
BENEFITS & COMPENSATION
Base Salary range: $250,000 - $370,000 (or DOE)
Contract Analyst-Domain Transition
Finance Analyst job 23 miles from Simi Valley
Job Description
Job Title: Contract Analyst – Domain Transition (.org to .gov) Contract Length: 6 months Hours: Full-time (40 hours/week) Compensation: Competitive hourly rate (based on experience)
Start Date: ASAP
About the Role
Please Note: This is an on-site role. We are only considering local candidates who can work at our Ventura office during the contract period without any relocation needed.
We’re looking for a Contract Analyst with technical expertise in domain management to lead our organization’s transition from a .org to a .gov domain. In this on-site role, you’ll work closely with our IT, Communications, and Leadership teams to ensure a smooth, secure, and compliant migration.
Please Note: This is an on-site role. We are only considering local candidates who can work at our Ventura office during the contract period without any relocation needed.
Key Responsibilities
Audit existing digital assets using the .org domain (websites, emails, third-party tools).
Create and manage a detailed project plan for the domain transition.
Coordinate submission and approval of the .gov domain request through federal channels (e.g., GSA).
Oversee DNS configuration, email authentication updates (SPF, DKIM, DMARC), SSL/TLS certificates, redirects, and CMS changes.
Test and validate system functionality before and after go-live.
Provide documentation, issue tracking, and internal training support.
What We’re Looking For
3+ years of experience in IT, digital operations, or technical project management.
Solid understanding of domain registration, DNS, email systems, and web infrastructure.
Experience with government-related domain transitions or .gov domain policies is a strong plus.
Strong communication, project coordination, and troubleshooting skills.
Familiarity with Google Workspace or Microsoft 365 administration preferred.
Nice to Have
Prior .gov domain migration experience
Knowledge of federal cybersecurity standards
Comfort with tools like Google Search Console and DNS checkers
Additional Information
All your information will be kept confidential according to EEO guidelines.
Non-Profit Budget Analyst with NetSuite
Finance Analyst job 27 miles from Simi Valley
Job DescriptionDescription:
The Budget Analyst with NetSuite works under the direction of the Senior Budget Analyst and Director of Finance and will be responsible for reviewing and monitoring, collections and reporting on assigned government (Federal, State, County, City etc.) and foundation grants. The Budget Analyst must work with the responsible department/program staff to ensure grant spending is appropriate according to grant contract and be familiar with all laws and regulations including the Uniform Grants Guidance as well as nonprofit accounting principles such as restricted funds accounting. The Budget Analyst is gaining or attaining a full proficiency in a specific area of discipline within the job and is responsible for the day-to-day input for the Grants billing Department.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Review and be familiar with assigned contracts - especially the financial section.
Prepare reports for assigned departments’ grant budgets and ensure they are updated in the accounting system and any other designated locations.
Prepare grant budget actual report each month, monitor variances, and present information to program staff regularly.
Prepare departments’ grant billings by established deadlines and ensure that billing is accurate, timely, and adheres to contractual and regulatory requirements.
Support supervisor by maintaining staff allocations data in collaboration with other finance staff and programs.
Reconcile deferred revenue, grant receivable accounts and support with collections to minimize old outstanding items.
Prepare monthly financial analysis reports according to required timelines.
Prepare budget modifications and new grant budget preparation as applicable.
Support with grant audit and fiscal compliance as assigned by funding portfolio.
Keep abreast of laws and regulations that impact the assigned work.
Adhere to department and organizational standards, policies and procedures.
Be a team member of the finance department and support other departments’ staff as needed.
Uphold CRCD’s Mission Statement and 5 Year Strategic Plan
Requirements:
MINIMUM QUALIFICATIONS
Four-year college degree in accounting, business, or related field. In lieu of degree, substantial applicable experience may be substituted.
Must have recent NetSuite experience.
3 - 5 years’ experience or education in accounting or related field
Self-starter with demonstrated ability to work on multiple projects simultaneously, and the ability to meet tight deadlines.
Proficiency in the use of software applications, databases, spreadsheets, and word processing
Understanding of accounting processes, procedures, and internal controls
Strong research and analytical skills
Advanced proficiency in Microsoft Office Suite with ability to create formulas in excel.
PREFERRED QUALIFICATIONS
Advanced College courses in accounting or related field of studies
3 - 5 years’ experience in the Non-Profit Industry
SALARY RANGE
$68,640 - $75,000
BENEFITS
CRCD is in the top 10% for excellent benefits for non-profits with an array of benefits available including:
14 Paid Holidays
On-Demand training memberships to bolster professional development
Dental/Vision/ 85% employer-paid & 40% dependent paid Medical Insurance
401k eligibility from day one & up to 3% matching after one year
529 Educational Savings Plan from Principle
Flexible Spending Account (FSA)
Short & Long Term Disability
Accident & Hospital Indemnity
Whole life insurance with cash benefits
Identity Theft Protection and Legal Services
Discount pet insurance through ASPCA
Generous work/life balance
All candidates are subject to a criminal history check and meet CRCD’s criteria regarding criminal history and must pass background check conducted by LA County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or the Equal Employment Opportunity for the position (s) to the EEO/ADA Coordinator. EEO/ADA Coordinator contact: Stacey Cabling **************.
Financial Advisor - Certification Provided
Finance Analyst job 39 miles from Simi Valley
This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
* Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
* Salary for the first five years as you begin to build your practice²
* A firm-provided branch office in the community
* Branch office support to help lighten the load so you can focus on your clients
* A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
* No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
* A compensation package that includes opportunities for commissions, profit sharing and incentive travel
* The flexibility that you need to balance your personal and professional lives - the best of both worlds
* A culture of continuous improvement and professional development
Key Responsibilities
* Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
* Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
* Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
* Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
* Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
* An interest in financial services/markets and how they work
* Love of learning and challenges, including determination to succeed
* Skilled in long-term relationship building
* Comfortable in your ability to think critically
* Passion for new opportunities
Can you see yourself...
* Learning to be a financial advisor through our comprehensive training program?
* Delivering personalized investment and financial solutions to your clients?
* Taking ownership of your business's growth and success?
* Meeting professional and personal objectives as they relate to building your practice?
* Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
* A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
* Financial services and/or sales experience
* Financial services registration, licensing, or certification
* Professional and/or military career progression
Licensing:
* SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
* FINRA registrations required within three months. State insurance licenses will be required.
* As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Senior Financial Reporting Analyst
Finance Analyst job 37 miles from Simi Valley
Job Description
Responsible for the preparation of both internal and external reports including regulatory and SEC filings.
Responsibilities
Complete regulatory reporting filings such as call reports, FR Y-9LP, FR Y-9C, FR Y-6, FR Y-10 etc. assist in implementing solutions for process improvement, and maintain documentation of process and procedures
Prepare monthly/quarterly risk-based capital ratios and support all aspects of compliance of regulatory capital rules
Prepare monthly stock-based compensation entries and support all aspects of stock-based compensation accounting
Participate in all aspects of quarterly/annual SEC filings, including 10-Q, 10-K, 8-K, 11-K and other SEC filings) including the revamp of certain sections as assigned; Work paper/electronic compilation and tie-out; Integrating comments provided by colleagues and interacting with business leaders to ensure accurate filings; XBRL tagging of the Financial Statements and Footnotes; Managing the SEC reporting software (Workiva); Completing GAAP and SEC disclosure checklists; assist with development of ESG reporting process.
Provide audit, accounting, and compliance support by satisfying all requests timely and accurately with requested information
Independently research accounting and disclosure-related matters and incorporate new GAAP/SEC reporting requirements into filings and recommend improvements to existing disclosures to ensure compliance and effectiveness
Communicate with external and internal auditors regarding financial reporting matters
Prepare various schedules for internal reporting requirements including the monthly Board package
Prepare and review various schedules and reports for internal users and external auditors, and assist in the audit of financial statements and related footnotes
Perform and complete ad-hoc analyses and projects as needed
Qualifications
Bachelor's degree (B.A.) from four-year college or university; and at least 4 years public accounting and/or financial reporting experience.
CPA license or MBA preferred
Banking/financial institution experience is preferred.
Experienced in banking risk-based capital preparation is a plus
Solid knowledge of generally accepted accounting principles and concepts
Strong analytical, organizational, and problem-solving skills; including research skills regarding current and prospective updates to SEC disclosure requirements and regulatory reporting
Demonstrated strong attention to detail and accuracy
Ability to establish priorities, work independently, and proceed with objectives without supervision
Proven ability to perform under pressure and to adjust plans to meet changing needs and requirements
Excellent team player who can build and leverage working relationships
Experience with PeopleSoft GL and Workiva software
Proficient in Microsoft Excel
Many of our job openings can be viewed at **********************************************
Treasury Analyst
Finance Analyst job 39 miles from Simi Valley
DescriptionAstrana Health is seeking a detail-oriented and analytical Treasury Analyst to support our treasury operations. This role will be responsible for managing banking activities, executing payments, and assisting with financial transactions to ensure the company’s liquidity and financial security. The Treasury Analyst will collaborate with various departments to support acquisitions, tax payments, insurance documentation, and other treasury-related initiatives.
Our Values:
Patients First
Empowering the Independent Provider
Be Innovative
Operate with Integrity & Deliver Excellence
Team of One
What You'll Do
Utilize Kyriba to code transactions, set up accounts, and manage payment processing efficiently.
Open, close, and update signers on bank accounts as needed.
Assist in processing wire transfers and other payment transactions.
Support treasury activities related to acquisitions, ensuring smooth financial transitions.
Assist other departments with treasury-related requests, providing expertise and guidance.
Manage and process tax payments in a timely and accurate manner.
Maintain and assist with insurance documentation, ensuring compliance with regulatory requirements.
Support bond-related activities, including documentation and compliance.
Participate in daily treasury operations, including cash management, forecasting, and reporting.
Ensure adherence to internal controls, policies, and regulatory compliance.
Work closely with financial institutions and internal stakeholders to resolve treasury-related inquiries.
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
2+ years of experience in treasury, finance, or banking operations.
1+ years of experience with Kyriba
Strong understanding of banking processes, wire transfers, and cash management.
Proficiency in Microsoft Excel and financial systems; experience with treasury management software is a plus.
Excellent attention to detail and problem-solving skills.
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Strong communication and interpersonal skills to collaborate with internal and external stakeholders.
Environmental Job Requirements and Working Conditions
Our organization follows a hybrid work structure where the expectation is to work both in office and at home on a weekly basis. The office is located at 1668 S. Garfield Ave. 2nd Floor, Alhambra, CA 91801.
The target pay range for this role is: $32 - $38/hr. The salary range represents our national target range for this role.
Astrana Health is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided based on qualifications, merit, and business need. If you require assistance in applying for open positions due to a disability, please email us at ************************************ to request an accommodation. Additional Information:The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.
Finance Associate (Structured Finance)- SF
Finance Analyst job 46 miles from Simi Valley
Job DescriptionAssociate – Finance – Structured Finance Experience Level: 2+ Years
Direct Counsel is partnering with a global leader in legal innovation and deal execution—a top-tier law firm known for shaping the financial markets through groundbreaking legal work. The firm is currently seeking experienced associates to join its premier Structured Finance Practice, working across high-profile offices including New York, Chicago, Century City, and San Francisco.
If you’re passionate about financial markets, cutting-edge deal structuring, and working alongside some of the most respected attorneys in the field—this is your opportunity.
Why This Role Stands Out:
Join a market-leading team recognized for its work on the most complex and innovative structured finance transactions in the industry. This group is at the forefront of developing novel structures and bringing first-time securitizations to market—across traditional and emerging asset classes.
What You'll Do:
Advise on structured finance transactions, including ABS, RMBS, CMBS, CLOs, and whole business securitizations
Draft and negotiate offering documents, transaction documents, and related legal opinions
Collaborate with a cross-functional team of attorneys and clients to design new deal structures
Navigate regulatory frameworks (e.g., SEC, risk retention, Volcker Rule) in both domestic and cross-border transactions
Work with institutional lenders, issuers, underwriters, investors, and rating agencies on bespoke financing solutions
What You Bring:
Experience:
At least 2 years of hands-on experience in structured finance and securitization work at a peer firm
Skills:
Strong drafting and analytical skills
A commercial mindset and attention to deal timelines
Ability to manage multiple transactions concurrently in a fast-paced, collaborative environment
Education:
J.D. from a top law school with strong academic performance
Bar Admission:
Active member in good standing with at least one U.S. state bar (NY or CA preferred depending on office)
Why Join This Firm:
Work with trailblazing attorneys shaping the future of the securitization market
Access to global clients, resources, and training unmatched by any other firm
Thrive in a highly collaborative environment that invests in your growth
Enjoy clear paths for advancement and a firm culture that values excellence and innovation
Ready to be part of one of the most sophisticated finance teams in Big Law?
Apply now to take the next step in your structured finance career with a global leader.