The ideal candidate is a detail-oriented individual who will oversee the company's financial records and account personnel. You will be responsible for maintaining all procedures and controls related to the company's financial accounts.
Responsibilities
Create and manage cash flows
Prepare and submit loan draws
Manage a small staff in the day to day accounting activities
Prepare reports for audits/CFO
Qualifications
Bachelor's degree in Accounting or 5 - 7 years of related experience IN CONSTRUCTION and/or LAND DEVELOPMENT
Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
GAAP knowledge, CPA preferred
Strong written, verbal and collaboration skills
NO OUT OF STATE CANDIDATES PLEASE - YOU MUST LIVE WITHIN A COMMUTABLE DISTANCE TO COSTA MESA, CA - THIS IS AN ON-SITE POSITION. THANK YOU.
At The Mogharebi Group (TMG), we take a partnership approach to our work, prioritizing understanding our clients' businesses and goals before developing tailored solutions. Our focus is on building long-term relationships and value creation, not just transactions. Through leveraging TMG's shared knowledge, clients sell and purchase multifamily assets with certainty.
Role Description
We are seeking a skilled
Multifamily Commercial Real Estate
Financial/Investment Analyst /Underwriter to join our team. In this position, you will play a crucial role in analyzing real estate investments and providing valuable insights to support our Sales Advisors in the representation of Multifamily property owners.
Responsibilities:
- Evaluate financial performance of multifamily real estate assets
- Collaborate with the team to assess potential real estate acquisitions and dispositions
- Analyze loan processing and underwriting procedures
- Utilize financial acumen to interpret and present data effectively
- Collect, organize, and maintain data related to real estate investments
- Generate reports and presentations on financial analysis findings
Experience:
The ideal candidate must possess the following skills:
- 2+ years' on-the-job experience evaluating and underwriting Multifamily properties (this is critical)
- Experience valuating market rate deals with some affordable knowledge a plus
- Strong mathematical and Excel skills
- Proficiency in quantitative research techniques
- Familiarity with underwriting processes from the brokerage side
- Solid financial acumen and understanding of financial concepts
- Ability to collect and analyze data for informed decision-making
Experience in Affordable Housing programs and how they affect financial analysis, LIHTC, SEC. 8, HUD, TCAC, HAP, etc., is a plus!
Joining our team as a skilled Real Estate Analyst on the brokerage side offers an exciting opportunity to work in a dynamic environment where your analytical skills will be valued and further developed.
Benefits:
401(k)
Health, dental and vision insurance
15 days paid time off, 10 holidays observed
Weekly Schedule: 1 day remote, 4 days in-office in Costa Mesa, CA
$59k-88k yearly est. 3d ago
Finance Manager
KCG Search
Finance analyst job in Irvine, CA
Finance Manager | Real Estate Development & Investment
We're partnering with a fast-growing, entrepreneurial real estate development firm. This is a hands-on Finance Manager role for someone who enjoys working close to the deals, collaborating across teams, and helping scale a growing platform.
This role offers visibility, autonomy, and the opportunity to make a real impact - not just maintain models.
Why This Role Stands Out
Exposure to acquisitions, development, and asset-level decision making
Direct partnership with senior leadership
A nimble environment where ideas are welcomed and execution matters
Meaningful work tied to community impact
What You'll Be Doing
Investment & Development Finance
Build and maintain underwriting and pro forma models for new and existing projects
Support acquisition analysis and investment committee materials
Lead financial due diligence efforts, including data room coordination and timelines
Project Finance
Partner with internal teams and external consultants to deliver applications
Support equity and debt closings alongside senior finance leadership
Maintain project documentation throughout the lifecycle
FP&A & Portfolio Support
Develop and manage asset-level budgets and forecasts
Create consolidated corporate financial models and reporting
Prepare cash flow forecasts, capital call schedules, and variance analyses
Work closely with Asset Management on reporting accuracy and controls
Leadership & Collaboration
Serve as a financial resource to internal teams and external partners
Mentor and develop junior analysts through hands-on coaching
Ensure compliance with JV agreements, loan documents, and operating agreements
Required Experience
Bachelor's degree in Finance, Accounting, or related field (or equivalent experience)
Strong real estate finance background; LIHTC experience highly preferred
Advanced Excel and financial modeling skills
Experience building and maintaining complex cash flow and waterfall models
Comfortable working across multiple projects and deadlines
Clear communicator who can work with investors, lenders, and partners
Organized, proactive, and solutions-oriented
Experience with Yardi or similar property management systems a plus
Exposure to affordable housing or mission-driven real estate platforms a plus
Compensation & Location
Competitive base salary + bonus
Hybrid work environment (details shared during conversation)
$86k-122k yearly est. 1d ago
Financial Analyst
RETS Associates
Finance analyst job in Irvine, CA
RETS Associates has been retained by well-known private developer to recruit for a FinancialAnalyst based in Irvine, CA. The Analyst will support management in the evaluation and execution of ground-up development and investment opportunities while assisting with ongoing regional operations and strategic initiatives.
Responsibilities
Analyze markets and identify development and acquisition opportunities
Build and evaluate financial models (cash flow, IRR, waterfalls, exit scenarios)
Support due diligence efforts and assist with PSA and legal document review
Prepare investment committee materials, business plans, and presentations
Assist with lease structuring, construction financing, joint ventures, and capital raises
Track budgets, proformas, and development costs; analyze forecast vs. actual results
Participate in entitlement processes and construction coordination
Maintain regional market data and provide insights on market conditions
Collaborate cross-functionally with design, construction, accounting, legal, and finance teams
Qualifications
Bachelor's degree required; Master's or MBA preferred
2-3 years of experience in real estate development, finance, capital markets, or brokerage
Strong financial modeling and analytical skills
Proficiency in Excel, Word, PowerPoint; basic ARGUS knowledge
Detail-oriented, adaptable, and effective in a fast-paced environment
Willing to travel up to 25%
$59k-88k yearly est. 3d ago
Financial Analyst - Real Estate Acquisitions & Asset Management
La Placa Group
Finance analyst job in Newport Beach, CA
La Placa Group is a privately held, entrepreneurial real estate investment company based in Southern California. With roots in custom home building and residential redevelopment, we have evolved into a diversified investment platform focused on distressed residential acquisitions and the strategic growth of our rental portfolio, with a long-term objective of scaling into small to mid-sized multifamily assets.
We operate as a lean, fast-moving team where accountability is high, decision-making is direct, and execution matters.
The Role
We are looking for a dynamic, driven professional who wants to grow with our company and make a meaningful impact within a small but scaling team. This is a role for someone with grit, attention to detail, and an ownership mindset-someone who isn't afraid to jump in, take responsibility, and move quickly.
As a FinancialAnalyst - Acquisitions & Asset Management, you will work directly with one of the firm's partners and play a critical role in identifying, underwriting, and prioritizing investment opportunities that align with our investment goals.
Your job is to sift through a large volume of opportunities from multiple deal sources, elevate the highest-priority opportunities, and help drive them toward execution. Speed, judgment, follow-up, and consistency are essential.
This is not a corporate or siloed analyst role. You will interface directly with ownership, internal team members, and external professionals, and your work will have a visible impact on the business.
What You'll Be Doing
Acquisitions & Underwriting
Underwrite and screen a high volume of incoming deals across multiple sources
Identify which opportunities fit our buy box and warrant offer submission
Underwrite fix & flip, buy & hold, and small to mid-sized multifamily opportunities
Perform scenario analysis to evaluate risk, returns, and execution strategy
Audit, maintain, and continuously improve the company's proforma and underwriting models
Support due diligence and acquisition execution with escrow, title, lenders, agents, and partners
Deal Flow & Relationship Management
Proactively follow up with wholesalers, brokers, and agents who provide deal flow
Build rapport and maintain strong relationships with key deal sources
Consistently promote the La Placa Group brand to keep deal flow active and top-of-funnel
Take a hunter mentality toward keeping the pipeline full and relevant
Asset Management & Reporting
Maintain a real-time pulse on all active fix & flip, buy & hold, and rental assets
Track project timelines, budgets, and execution milestones
Provide weekly reporting to senior management on project status, priorities, and risks
Ensure momentum and accountability across the lifecycle of each investment
Any ad-hoc reporting / analysis requested from senior management
What We're Looking For
Bachelor's degree in Finance, Real Estate, Business, or related field
1-2+ years of real estate financial analysis or underwriting experience
Multifamily underwriting experience is a plus
Strong Excel & financial modeling skills
Ability to move quickly while maintaining accuracy
Highly organized with strong follow-through
Get-it-done mentality with a strong sense of responsibility
Ownership mindset-you treat the work like it's your own capital
Coachable, team-oriented, and adaptable in a fast-paced environment
What We Offer
Competitive pay: $60,000-$72,000/year (DOE)
Health insurance
401(k)
Paid time off
Opportunities for career growth and leadership within a rapidly expanding real estate group
Collaborative, supportive environment where your work has a direct and visible impact
Schedule & Location
Full-Time, Monday-Friday
8-hour in-person schedule
Newport Beach office
$60k-72k yearly 3d ago
Strategic Finance Leader for Multi-Unit Franchises
Leap Brands
Finance analyst job in Costa Mesa, CA
A restaurant franchise company is seeking a Vice President of Finance to lead financial strategy and operations across all locations. This crucial role requires overseeing budgeting, forecasting, and financial reporting to ensure compliance and profitability. The ideal candidate will have a Bachelor's degree in a related field and over 5 years of progressive financial leadership experience, preferably in the restaurant or franchise industry. Join us to drive growth and improve financial health across all units.
#J-18808-Ljbffr
$100k-154k yearly est. 2d ago
Analyst, Management-Mid
International Executive Service Corps 3.7
Finance analyst job in San Diego, CA
SEA 21, NAVSEA's Director of Surface Ship Maintenance, Modernization, and Sustainment is seeking professional support services (PSS) to support the Government's existing organization, personnel, knowledge, and processes.
SEA 21 integrates sustainment and maintenance strategies, modernization plans, training needs, and technical, logistics, and programmatic efforts to best manage the lifecycle of U.S. and partner Navy surface ships and systems from fleet introduction through transfer or disposal.
SEA 21 is the dedicated life cycle management organization for the Navy's in-service surface ships and is responsible for managing
critical modernization, maintenance, training, and inactivation programs.
SEA 21 provides wholeness to the fleet by serving as the primary technical interface, ensuring surface ships are modernized with the latest technologies and remain mission relevant throughout each ship's service life. The organization also maintains inactive ships for future disposal, donation, or transfer, to include follow-on technical support to our partner navies.
The salary for this position is $74,500-$77,300.
Duties include
Collect, review, and analyze information in order to make recommendations to the Government.
Define the nature and extent of problems.
Analyze relevant data, which may include annual revenues, employment, cost performance, schedule or expenditures.
Interview managers and employees while observing their operations.
Develop solutions to problems.
In the course of preparing recommendations, understand the nature of the organization, the relationship it has with others in the Government, and its internal organization and culture.
Prepare and solve mathematical models.
Report findings and recommendations to the Government.
Reports are usually submitted in writing, but oral presentations regarding findings also are common.
For some projects, management analysts are retained to help implement the suggestions they have made.
Required Skills and Experiences
Required:
Minimum of 5 years professional experience related to labor category
Preferred:
7 years professional experience related to labor category
Experience supporting a DoD component.
Degree Requirements
Required:
Minimum of 5 years professional experience related to labor category
Preferred:
Bachelor's degree in any field.
Must be a U.S. citizen
A secret security clearance.
#J-18808-Ljbffr
$74.5k-77.3k yearly 4d ago
CGP: Controller
Century Group 4.3
Finance analyst job in Ontario, CA
Our client, in Ontario, CA, is seeking a Temporary-to-Hire Controller for their successful and stable construction company. Onsite role. Only local applicants will be considered. Salary $65 to $72 per hour. Responsibilities:
Lead month end /year end close processes, preparing and review of journal entries, account reconciliations, and financial statements
Treasury management, cash reconciliations, and liquidity management to ensure financial health and stability of the company
Develop and implement strategies to optimize cash flow and minimize financial risk
Oversee daily cash positions, forecasting, and banking relationships
Prepare accurate and timely financial reports
Oversite of accounting teams' work
Qualifications:
BA/BS Degree in Accounting, Finance, or similar field of study
2+ years in accounting managerial role and ready to take career to next level
Accounting expertise in construction industry or similar industry sector
Strong GAAP knowledge
Tech savvy with advanced MS Excel skills
Excellent communication and interpersonal skills
REF 47406
#LI-POST
#ZR
$65-72 hourly 4d ago
Finance Transformation Analyst I
Caterpillar Brazil
Finance analyst job in San Diego, CA
A leading global manufacturing company is seeking a Transformation Analyst I in San Diego, CA. This finance-based role focuses on operational excellence and process improvements within the accounting organization. The ideal candidate will possess strong accounting expertise and experience with process redesign, automation tools, and managing multiple priorities. Key responsibilities include analyzing accounting processes and developing standardized procedures to ensure compliance and efficiency. Join us to help shape a better world through financial innovation.
#J-18808-Ljbffr
$57k-84k yearly est. 5d ago
Retirement Plan Analyst
Marsh McLennan Agency 4.9
Finance analyst job in San Diego, CA
Our Not-So-Secret Sauce
Inclusive, award-winning culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact for our clients every day.
Who We Are
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations seeking limitless possibilities. With over 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
Your Role
You will support and collaborate with colleagues across the organization to deliver impactful results for clients while maintaining word class customer service. Additionally, you will be provided opportunities to learn the skills and knowledge necessary to grow within the industry and promote into more senior level positions within MMA.
Qualifications
A valid, unrestricted Series 6, 7, 63 and/or 65 securities license
Excellent communications skills both verbal and written
Generous Benefits Package
At MMA, we value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Our benefits include, but are not limited to, the following:
Hybrid work schedule
Heavily subsidized medical, dental, vision, etc.
Tuition reimbursement
Professional designation(s) reimbursement
Charitable contribution matching
Stock purchase program
Who You Are Is Who We Are
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
MMA and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $50,400 to $80,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************
#LI-DNI
#MMAretirement
$50.4k-80.4k yearly 4d ago
Oracle Financial System Analyst
ATR International 4.6
Finance analyst job in San Diego, CA
Client: Qualcomm
Onsite role
Pay Rate: $60/hr W2
Contract Term: 12 months
Must have Skills: Oracle implementation experience, testing, dealing with developers, writing / understanding SQL queries.
Job Description
• Act as SME to analyze, provide solution, configure & perform testing in Oracle R12 financial modules, while understanding potential regulatory and SOX environment. Provide recommendation in implementing best practice solutions for both business process and technology.
Principal Duties and Responsibilities:
• Configure new OUs and relevant Oracle financial modules (AP, FA, SLA, GL, AR, Projects, Costing) as needed. Prepare configuration documents.
• Work closely with key users, accounting team, business analysts to understand requirements and project road maps.
• Collaborate with stakeholders and cross functional teams to track project progress, identify, communicate risks and status and assess potential impacts to the business.
• Prepare functional specifications for programs development, reports and third party integrations as needed. Work as liaison between business and developer to communicate and develop custom solutions.
• Create test plans, write test scripts, conduct end to end testing and work with users for User testing
• Troubleshoot issues related to Finance Modules and third-party integrations.
• Work with software vendor support on system issues and bugs fixes (Oracle Support etc)
• Technical understanding of tables; working knowledge of SQL to troubleshoot issues
• Experience with 3rd party interfaces (e.g. labor accounting, exchange rates etc.)
• Strong problem solving and communication skills (written and verbal) including technical and non-technical documentation, business interactions, presentations etc.
• Excellent interpersonal skills and ability to work collaboratively with others.
Top 5 Required Skills
1. ERP Oracle Application Functional Finance consultant - General Ledger, SLA, Accounts Payable, Accounts Receivable, Fixed Assets, Tax (EbTax & Vertex)
2. Finance domain knowledge
3. Working knowledge in writing SQL queries
4. Exposure to Mergers & Acquisitions
5. Working knowledge iProc/PO module is nice to have
$60 hourly 5d ago
Senior Manager, Finance
GXO Logistics
Finance analyst job in Bloomington, CA
Continue to Grow with GXO.
At GXO, we know our greatest asset is people like you - energetic, innovative people of all experience levels and talents who make GXO a great place to work. Your career matters to us because your passion and excitement will help keep our company moving forward.
Logistics at full potential.
As the Senior Finance Manager, you will act as a member of the onsite leadership team for a new dynamic operation supporting a globally recognized apparel brand . Become a part of our fast-growing, dynamic team and we'll help you develop your career to a level that will exceed your expectations.
Pay, benefits and more.
The annual salary range for this role is $140,000.00 - $155,000.00. GXO, in good faith, believes this is the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range and this range is only applicable for jobs to be performed in California. This rate may be modified in the future. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and other benefits to eligible employees. You can apply for this role by clicking on the Apply now button at the bottom of this posting (or through the Employee Job Hub if you are a current GXO employee). Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
What you'll do on a typical day:
Serve as the Senior Finance Manager for a warehouse operation; representing finance in meetings with operations and the customer to keep abreast of upcoming changes to the business
Partner with operations and other functional groups to facilitate successful execution against financial targets, proposed capital projects, wage rate programs, shift change impacts, etc.
Act as finance lead for site specific account management proposals to the customer
Maintain and ensure the satisfactory preparation and distribution of internal and customer-facing reports
Identify methods to monitor performance against original assumptions; convert pricing models to operational forecasts / targets / budgets
Design, prepare, maintain, and present forecasts, budgets and variance analysis for both customer-facing and internal to GXO performance on a weekly, monthly, and annual basis
Engage in labor management activities in tracking operational performance using proprietary tools
Set up invoice templates, queries and/or manual processes for invoice data collection
Ensure invoices are effectively presented to the customer accurately and on time
Coordinate the setup of new accounting units, project codes, work centers, etc., as needed for billing and proper cost accounting as well as enabling operational success of the facility
Develop detective controls and predictive indicators
What you need to succeed at GXO:
At a minimum, you'll need:
Bachelor's degree in Accounting, Finance or Business, or equivalent related work or military experience
5 years of experience in financial analysis, financial/strategic planning, accounting and/or budgeting
Experience evaluating systems of internal control
Microsoft Office and analytic software experience, including performing database collection, using software programs to gather data for modeling and making meaningful use of data
Experience developing and preparing capital and operating budgets
Experience monitoring budgets and identifying problem areas; conducting research into causes and corrective actions, and making appropriate recommendations
It'd be great if you also have:
Master's degree and/or CPA certification
7 years of experience in financial analysis, financial/strategic planning, accounting and/or budgeting
Background in logistics, transportation, warehousing and/or distribution
The ability to learn and understand functionality of multiple logistics-related systems (warehouse, transportation, shipment management systems, etc.)
Knowledge of and experience with information technology functional areas, including operations, marketing, sales, pricing, project management, human resources and information systems operations
Thorough knowledge of financial monitoring/control, and general ledger and accounts payable processes and procedures
We engineer faster, smarter, leaner supply chains.
GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work.
We are proud to be an Equal Opportunity/Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, sex, disability, veteran or other protected status.
GXO adheres to CDC, OSHA and state and local requirements regarding COVID safety. All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers.
All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement here.
$140k-155k yearly 4h ago
Revenue Operations Analyst
Proven Recruiting 4.3
Finance analyst job in San Diego, CA
Revenue Operations Analyst | $30-40/hr DOE | Contract | Remote in PST We are looking for a Revenue Operations Analyst to support our go-to-market operations. You'll play an important role in ensuring accounts are aligned to the right territories, records remain accurate and reliable, and core RevOps processes run smoothly, providing our teams with the foundation they need to make better decisions and operate efficiently. This role is ideal for someone who is detail-oriented, analytical, and has hands-on Salesforce experience, with an interest in growing their impact within revenue operations.
Who You Are:
1-3 years of experience in Revenue Operations, Business Operations, or CRM/data support
Experience with Salesforce; comfortable navigating, updating, and auditing records, as well as building reports
Strong attention to detail and commitment to data accuracy and consistency
What You'll Do:
Audit and validate territory assignments to ensure accuracy and alignment with GTM strategy
Maintain clean Salesforce data by managing duplicates, validating records, and ensuring consistency across accounts
Support deal desk activities by maintaining accurate contract records and assisting with renewals
Conduct bookings audits and quality checks to ensure reliable reporting
We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Apply now!
What does this position pay?
Compensation is determined by several factors which may include skillset, experience level, and geographic location.
The expected range for this role is $30-$40 per hour. Please note this range is an estimate and actual pay may vary based on qualifications and experience.
$30-40 hourly 2d ago
Senior Financial Planner
Charles Schwab 4.8
Finance analyst job in Irvine, CA
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
Our opportunity:
Deliver comprehensive financial plans for the most sophisticated and complex client situations. Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues. Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer. Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate.
Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning. Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings. Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere.
What you are good at:
As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan.
Planning
Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP professional on an ongoing basis.
Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan.
Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client's ongoing appropriateness for the recommended investment allocation solution.
Partnering
Proactively engage partners to create awareness around our most comprehensive financial planning abilities.
Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate.
Time management / organization / ability to utilize new technologies.
Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.
Ability to coordinate meetings and presentations with business partners and clients.
Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include:
Master's level or equivalent Financial Planning-related designation
CFP designation is required.
Active and valid FINRA Series 7 license required.
Active and valid FINRA Series 63/65 or 66 required
Bachelor's degree required.
Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience
Passion for financial planning to help clients manage their financial futures and build stronger relationships with clients.
Ability to articulate the value and importance of financial planning services.
Knowledge and ability to move clients through complete and complex financial planning cycle.
Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals.
Excellent communication skills and ability to effectively communicate complex topics to clients.
Strong client services skills and ability to anticipate and resolve problems on own initiative.
Embrace an entrepreneurial and self-starter mentality.
Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs.
Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.
Proven work ethic with a high level of integrity to build trust with our clients and internal partners.
Collaborative and relationship-focused work style with demonstrated success in a team-based environment.
Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$41k-57k yearly est. 15h ago
Senior Accountant
Alliance Resource Group 4.5
Finance analyst job in Irvine, CA
Alliance Resource Group has partnered with a publicly traded, green energy company that is adding several senior accountants to their team due to rapid growth. These positions will be reporting directly to the corporate controller and will have the o Accountant, Accounting Manager, Senior, Staffing, Accounting
$69k-91k yearly est. 6d ago
Senior Accountant
Career Movement
Finance analyst job in San Diego, CA
Our client is looking for an experienced and detail-oriented Senior CPA to manage and oversee our accounting operations. The ideal candidate will possess strong analytical skills, a deep understanding of tax regulations, and the ability to provide strategic financial insights. As a Senior CPA, you will be responsible for leading the accounting team, ensuring compliance with financial reporting standards, and driving process improvements.
Key Responsibilities:
Oversee and manage all aspects of accounting operations, including financial reporting, budgeting, and forecasting.
Prepare, review, and analyze financial statements to ensure accuracy and compliance with GAAP.
Develop and implement accounting policies, procedures, and internal controls.
Lead and mentor a team of accountants, providing guidance and support to ensure professional growth and development.
Manage the preparation and filing of federal, state, and local tax returns, ensuring compliance with tax laws and regulations.
Provide strategic financial analysis and recommendations to senior management to support decision-making.
Coordinate with external auditors and manage the audit process.
Stay current with changes in tax laws, accounting standards, and industry trends.
Qualifications:
Certified Public Accountant (CPA) license required.
Bachelor's degree in Accounting, Finance, or related field; Master's degree preferred.
Minimum of 7 years of progressive accounting experience, with at least 3 years in a senior or leadership role.
Extensive knowledge of GAAP, tax regulations, and financial reporting standards.
Strong proficiency in accounting software (e.g., QuickBooks, Sage, Xero) and advanced Excel skills.
Excellent analytical, problem-solving, and organizational skills.
Proven ability to lead and develop a team.
Exceptional communication and interpersonal skills.
Ability to work in a fast-paced environment and manage multiple priorities.
$63k-86k yearly est. 6d ago
Senior Accountant
Arena Family of Companies
Finance analyst job in Temecula, CA
Job Title: Senior Accountant
Industry: Construction
Employment Type: Full Time
About the Company
I'm working directly with a growing contractor performing large scale projects throughout the region. The company operates with a strong field driven culture and is expanding its accounting and finance team to support continued growth. The business performs a significant volume of prevailing wage and public works projects and requires strong construction accounting discipline, particularly around compliance, job cost tracking, and cash flow management.
Position Summary
The Senior Accountant will play a key role in supporting the financial operations of the company, with a heavy emphasis on construction accounting, accounts payable, accounts receivable, and compliance documentation. This role requires a hands on accountant with at least five years of experience in a construction environment who understands job cost accounting, lien releases, certified payroll support, and cash flow management tied to project billing cycles.
This position works closely with project managers, operations leadership, and external partners to ensure accurate financial reporting, timely collections, and proper handling of compliance releases.
Key Responsibilities
Manage full cycle accounts payable and accounts receivable for construction projects
Process vendor invoices, verify coding to job cost and general ledger, and manage payment runs
Prepare and issue customer billings, including progress billings, retention, and change order billing
Track and manage lien releases, conditional and unconditional waivers, and compliance documentation
Support prevailing wage and public works compliance documentation as needed
Reconcile bank accounts, credit cards, and balance sheet accounts
Maintain accurate job cost reports and support cost to complete tracking
Assist with monthly close, journal entries, and financial statement preparation
Monitor cash flow and support collections efforts with project managers
Coordinate with subcontractors, vendors, and internal teams regarding payment status and releases
Support external CPA firm with audits, reviews, and year end reporting
Identify and improve accounting processes, controls, and reporting accuracy
Required Qualifications
Minimum of five years of experience in construction accounting
Direct experience handling accounts payable and accounts receivable in a construction environment
Hands on experience managing compliance releases, lien waivers, and public works documentation
Strong understanding of job cost accounting and construction billing cycles
Experience working with project managers and operations teams
Proficiency with accounting software and Excel
High attention to detail and strong organizational skills
Ability to manage multiple priorities in a fast paced construction environment
Preferred Qualifications
Experience working for a construction company
Experience with prevailing wage projects
Experience with job cost systems such as Viewpoint, Sage, or similar platforms
Associate or Bachelor's degree in Accounting, Finance, or related field
Why Join
Growing contractor with strong backlog and leadership team
High impact role with visibility across the business
Opportunity to help scale accounting operations as the company grows
Competitive base salary of $80,000 to $120,000 depending on experience
Benefits package including health insurance, paid time off, and retirement plan
$80k-120k yearly 1d ago
Finance Intern
Pacira Biosciences, Inc. 4.7
Finance analyst job in San Diego, CA
At Pacira, innovation meets purpose.
Pacira BioSciences, Inc. is a pioneer in non-opioid pain management and regenerative health solutions. Today, we're building on that legacy with next-generation innovations for chronic, postsurgical, and musculoskeletal pain. Our culture is built on collaboration, innovation, and a shared commitment to helping patients recover faster. We are redefining what's possible in pain management-and we can't do it without talented people like you.
Why Join Us?
At Pacira, every career is more than a job. Our mission drives us, and every day, we challenge ourselves to achieve the extraordinary. Integrity is at the core of who we are. We value diverse perspectives and the collective strength of a unified team. Join the team in
making better possible
for patients everywhere.
Internship Position: Finance Intern
Duration: 9 weeks
Compensation: $20 per hour, 30 - 35 hours per week
Position Summary: We are seeking a talented and motivated intern to join our Finance team. The intern will assist with the ERP data cleanup/preparedness project. Activities include standardization of project nomenclature and user-defined fields, maintenance/correction of fixed asset tagging, location field updates, and other data management/maintenance activities. This is a great opportunity for a college student to gain hands-on experience and contribute to Pacira's success.
Key Responsibilities:
The intern will work closely with the Finance, Engineering, Facilities, Manufacturing, & R&D functions to identify and correct potential errors or missing information in our fixed asset register.
They will have the opportunity to learn about how fixed asset accounting works at a publicly-traded life sciences company and will play an instrumental role in assisting the Site Controller to prepare for a prospective ERP implementation.
They will also gain practical experience using Microsoft Excel to analyze business data, working cross-functionally to research, summarize, and present findings to management decision-makers, and have opportunities to tour Pacira's FDA-regulated commercial manufacturing facilities and learn how pharmaceutical products are developed and manufactured.
Collaborate with team members to achieve department goals.
Attend meetings and provide input on departmental initiatives.
Present final project(s) to key stakeholders within department
In addition to project work, the intern will have the opportunity to participate in lunch and learn activities, trainings and interactions with senior leadership
Qualifications:
Currently enrolled in a college or university program as a full-time rising Junior or Senior.
Majoring in Finance, Accounting, Financial Accounting, Business Information Systems
Experience with Microsoft Excel
Maintain a cumulative minimum GPA of 3.0/4.0
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Benefits:
Hands-on experience in a corporate environment.
Mentorship from experienced professionals.
Networking opportunities with industry leaders.
Application Deadline:
January 30, 2026
Start Date:
June 8, 2026
Note: This is a paid internship, and the intern must commit to a full-time schedule for the duration of the program.
$20 hourly 1d ago
Chief Accounting Officer - BJR
Leap Brands
Finance analyst job in Costa Mesa, CA
The Vice President of Accounting is a senior finance leader responsible for overseeing all accounting operations for the restaurant group, including financial reporting, general ledger, payroll, accounts payable/receivable, fixed assets, and internal controls. This role ensures accurate, timely, and compliant financial statements while supporting operational scalability, margin management, and strategic decision‑making across a multi‑unit restaurant portfolio.
Key Responsibilities Financial Leadership & Reporting
Lead and oversee all accounting functions, including GL, AP, AR, payroll, fixed assets, and revenue recognition.
Ensure timely and accurate monthly, quarterly, and annual financial close processes.
Prepare and review consolidated financial statements in accordance with GAAP.
Partner with the CFO on financial strategy, budgeting, forecasting, and long‑range planning.
Provide clear financial insights and variance analysis to executive leadership and operations teams.
Operational Accounting (Restaurant Focus)
Oversee unit‑level accounting, including sales reporting, cash controls, labor accounting, food and beverage cost tracking, and inventory.
Support new restaurant openings, remodels, acquisitions, and divestitures from an accounting and systems perspective.
Collaborate with operations to improve margin performance, cost controls, and financial discipline at the store level.
Controls, Compliance & Audit
Establish, maintain, and enhance internal controls and accounting policies to support growth and mitigate risk.
Ensure compliance with federal, state, and local regulations, including sales tax, payroll tax, and tip reporting.
Lead external audits, tax filings, and interactions with auditors, tax advisors, and banking partners.
Oversee compliance with debt covenants and lender reporting requirements.
Systems & Process Improvement
Own accounting systems and tools (POS integrations, ERP, payroll, expense management).
Drive process improvements, automation, and standardization to scale the accounting function efficiently.
Lead system implementations or upgrades as the business grows.
Team Leadership & Development
Build, mentor, and lead a high‑performing accounting team.
Establish clear roles, performance expectations, and professional development plans.
Foster a culture of accountability, collaboration, and continuous improvement.
Qualifications Education & Experience
Bachelor's degree in Accounting or Finance (Master's preferred).
CPA required.
10+ years of progressive accounting experience, including senior leadership roles.
Prior experience in multi‑unit restaurant, hospitality, retail, or consumer services strongly preferred.
Technical Skills
Expert knowledge of GAAP and financial reporting.
Experience with multi‑entity consolidations.
Strong understanding of restaurant P&Ls, labor models, food cost, and unit economics.
ERP and POS system experience (e.g., NetSuite, Sage Intacct, Oracle, Toast, Aloha, Micros).
Leadership & Business Skills
Proven ability to lead and scale accounting teams in a fast‑paced environment.
Strong business acumen with the ability to translate financial data into operational insights.
Excellent communication skills with executive‑level presence.
Hands‑on, detail‑oriented, and solutions‑focused mindset.
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$62k-113k yearly est. 1d ago
Analyst, Management-Jr.
International Executive Service Corps 3.7
Finance analyst job in San Diego, CA
SEA 21, NAVSEA's Director of Surface Ship Maintenance, Modernization, and Sustainment is seeking professional support services (PSS) to support the Government's existing organization, personnel, knowledge, and processes.
SEA 21 integrates sustainment and maintenance strategies, modernization plans, training needs, and technical, logistics, and programmatic efforts to best manage the lifecycle of U.S. and partner Navy surface ships and systems from fleet introduction through transfer or disposal.
SEA 21 is the dedicated life cycle management organization for the Navy's in-service surface ships and is responsible for managing critical modernization, maintenance, training, and inactivation programs.
SEA 21 provides wholeness to the fleet by serving as the primary technical interface, ensuring surface ships are modernized with the latest technologies and remain mission relevant throughout each ship's service life. The organization also maintains inactive ships for future disposal, donation, or transfer, to include follow-on technical support to our partner navies.
Salary for this position is $24.76/Hr.-$27.93/Hr.
Duties include
Collect, review, and analyze information in order to make recommendations to the Government.
Define the nature and extent of problems.
Analyze relevant data, which may include annual revenues, employment, cost performance, schedule or expenditures.
Interview managers and employees while observing their operations.
Develop solutions to problems. In the course of preparing recommendations, understand the nature of the organization, the relationship it has with others in the Government, and its internal organization and culture.
Prepare and solve mathematical models.
Report findings and recommendations to the Government.
Reports are usually submitted in writing, but oral presentations regarding findings also are common.
For some projects, management analysts are retained to help implement the suggestions they have made.
Required Skills and Experiences
Minimum of 1 year professional experience related to labor category
Preferred Skills and Experiences
4 years professional experience related to labor category. Experience supporting a DoD component.
Degree Requirements
None
Preferred Degree Requirements
Bachelor's degree in any field
Must be a U.S. citizen
A secret security clearance.
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How much does a finance analyst earn in Temecula, CA?
The average finance analyst in Temecula, CA earns between $48,000 and $104,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Temecula, CA
$71,000
What are the biggest employers of Finance Analysts in Temecula, CA?
The biggest employers of Finance Analysts in Temecula, CA are: