Sap Finance Control Consultant
Finance Associate Job 41 miles from San Bernardino
Role/responsibilities:
Help lead the SAP FICO module in the design, development, testing, deployment, and post-implementation.
Good knowledge/skills with development (ABAP).
Work with global teams to help lead projects as well as technical and non-technical stakeholders.
Be a hands-on leader and help mentor and lead more junior people on the team.
Benefits:
20% bonus that has been paid out in full for the last 15 years.
Stable company that's been around for over 150-years with a $5B yearly revenue.
Base salary can go up to $150k.
Hybrid schedule with 2-3 days a week remote out of their office in Irvine, CA.
Excellent benefits (medical/health/dental/vision/etc.) for you and your family. Other benefits include tuition reimbursement, health/wellness benefits, and more.
401k with up to 15% company match.
Senior Financial Analyst
Finance Associate Job 45 miles from San Bernardino
Since its establishment, TAWA Services, Inc. has been committed to providing exceptional service and support to the diverse Asian American communities. Leveraging our extensive network and global resources, we ensure timely and efficient delivery of quality goods across the United States. Our dedication to excellence and community underscores the vital role of service in enhancing everyday life. TAWA Services, Inc. invites you to be a part of our mission and team!
Summary:
The Senior Financial Analyst is responsible for managing budgeting, forecasting, and delivering comprehensive financial reporting and analysis to drive business performance. This role partners with cross-functional teams to analyze trends, identify opportunities for improvement, and provide actionable insights while ensuring compliance with financial regulations and company policies. With a focus on financial modeling, problem-solving, and supporting strategic initiatives, this position is pivotal in guiding decision-making in a dynamic, fast-paced environment.
Responsibilities:
Prepare and manage budgets, forecasts, and cash flow reports for all business entities.
Develop and present monthly and quarterly consolidated P&L, Cash Flow, and Balance Sheet reports.
Create supporting documentation and perform capital expenditure analysis for upper management approval.
Generate regular sales and operations reports, highlighting key insights.
Analyze sales, margin, and expense trends to identify patterns and recommend process improvement opportunities.
Communicate with operation department leads to interpret business trends, market environment, and customer behavior across the value chain.
Implement and maintain robust systems and controls to ensure the accuracy and integrity of actual and forecast data.
Partner with cross-functional teams to produce actionable reports and address business challenges.
Ensure compliance with financial regulations, company policies, and industry standards in all financial reporting and analysis.
Perform other duties as assigned by management.
Qualifications:
A bachelor's degree in accounting, Finance, Business Management, or a related field is required; a Master's degree is preferred.
5+ years of financial analysis experience, preferably in retail, wholesale or logistic industry.
Adaptable and willing to work flexible schedules to meet operational needs.
Skilled in analyzing complex data, summarizing key insights, and refining information for clarity and actionable outcomes
Familiar with SQL, Python, data warehousing, and advanced expertise in Microsoft Office tools including Excel, Word, and PowerPoint
Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining accuracy.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer
This job may require standing or walking for extended periods of time, lifting up to 25 pounds, and performing repetitive motions.
Position Details:
Employment Type: Full Time
Location: 6338 Regio Ave, Buena Park, CA 90620
Benefits:
Medical, Dental, Vision, and Life Insurance.
401 (k) Retirement Saving Plan with 4% Company Match.
Long-Term Services Award.
Employee Discount.
Paid Time Off.
Compensation:
The pay range for this job starts at $85,000 - $95,000 per year. This is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) the responsibilities of the job, your education, skills, qualifications, experience, and location.
Beware of Job Scams:
We prioritize applicant safety at TAWA Services, Inc. Please exercise caution during your job search. Be wary of unsolicited offers, requests for personal information or upfront payments, poorly written s, unrealistic promises, and unprofessional communication. Research employers, verify job postings, and trust your instincts. Report any suspicious activity. For helpful guidance on identifying job scams, visit this link provided by the Indeed website: ************************************************************
Disclaimer:
Our goal is to be a recognized leader in the industry while providing a great workplace for employees. Please note the job descriptions are intended to describe the general nature and level of work being performed by people assigned to the position. They do not cover all the details of skills, duties, or responsibilities required for the positions. Thus, they are not to be construed as an exhaustive list of all skills, duties, and responsibilities required for personnel. All personnel may be required to perform duties outside of their normal responsibilities as instructed by management. Skills, duties and responsibilities may change at any time with or without notice. We are an E.E.O. employer.
Financial Relationship Officer - Bilingual Mandarin Preferred
Finance Associate Job 46 miles from San Bernardino
Primary function is to generate revenue for the branch by actively establishing a center of influence as a referral base as well actively participating in community events. Grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective needs assessment and recommending based upon customer needs.
ESSENTIAL FUNCTIONS:
Business Development (
40%)
Meet with current and potential customers with greater profit and growth potential, to discuss their financial requirements; sell appropriate consumer and commercial financial services products to meet their needs while developing and expanding account relationships.
Identify current and potential customers with additional profit potential and develop action plans to acquire and expand those relationships.
Expanding Relations (40%)
Conduct needs assessment with current and potential customers and recommends insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations. Refer customers to licensed WM Financial Consultants as appropriate.
Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives (CRE, C&I, PCM, MLO, WM FC) through proper customer profiling and needs-based selling.
Servicing (20%)
Maintain superior and courteous service to promote products and expand customer relationships & Exceed customer expectations in terms of accuracy, efficiency, courtesy and professionalism.
OTHER RESPONSIBILITIES:
Actively participate in community organizations to promote the bank's image and develop sales leads and opportunities.
Open deposit accounts on bank's system ensuring all documentation requirements, policies and procedures are adhered to.
Actively participate in all bank's sales campaigns and promotions and exceed targets set.
Ensure compliance with Bank's policy and procedures and government regulations.
Update and maintain the individual sales tracking records (i.e. customer portfolio reports, sales reports, and customer contact log) for sales tracking and performance review purpose
Perform related duties, as required, for the training and development purposes.
Perform all assigned duties under Bank's compliance programs and related laws & regulations.
Successfully complete all mandatory training on related Bank's and BSA compliance as well as other laws and regulations as assigned and in a timely manner.
Perform all other duties as assigned.
EDUCATION, EXPERIENCE AND SKILLS REQUIRED:
Bachelor's degree in business, banking, finance, economics or related field is preferred.
5+ years of product sales, customer relationship management, in the branch banking industry or related environment
Life and Health Insurance licenses preferred. Licenses are required to discuss and sell investment or insurance products with potential or existing customers.
Currently holding substantial customer portfolio/customer base is a big plus.
Knowledge of retail banking consumer and commercial products, loan products, financial reports, branch banking operations and procedures, and banking laws and regulations
Strong sales and marketing as well as business development skills
Ability to multi-task, handle large volumes, tight turnarounds, and multiple deadlines.
Ability to analyze and plan financial solutions for customer portfolios.
Fluent in English and Chinese (mandarin preferred) is a major plus.
PHYSICAL DEMANDS:
Minimum mobility to work in an office setting; sit for prolonged period of times; operate office equipment including use of a computer keyboard; and reach with hands and arms. Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less.
COMMUNICATION DEMANDS:
Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff.
WORK ENVIRONMENT:
· Standard office environment. Noise level in work environment is usually average. Hear in the normal audio range with or without correction. Specific vision abilities required by this job include close vision and the ability to adjust focus. Occasional off site client meetings and site visits.
COMPENSATION:
The base pay range for this position is USD $55,000 - $80,000 plus full benefits. Exact offer will be determined based on job-related knowledge, skills, experience, and location.
CTBC Bank is an Equal Opportunity, Affirmative Action Employer. Minorities, women, and individuals with disabilities are encouraged to apply. We provide equal opportunity in all employment matters without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, disability, medical condition, age, genetic information, veteran status or any other characteristic protected by federal, state, or local law, for all qualified applicants and CTBC Bank employees.
Financial Analyst
Finance Associate Job 41 miles from San Bernardino
Addison Group, in partnership with our building materials company client in Irvine, seeks a Financial Analyst to join their team.
Compensation/Benefits - Salary range can increase up to $120,000/year depending on qualifications. Our client supplements base compensation with a bonus and health and wellness benefits.
FINANCIAL ANALYST DUTIES AND RESPONSIBILITIES
Conduct detailed financial modeling and analysis to support strategic decision-making and forecasting.
Prepare and analyze monthly, quarterly, and annual financial reports, including variance analysis against budgets and forecasts.
Collaborate with cross-functional teams to develop and refine budgets and financial plans.
Evaluate financial performance by tracking key metrics and identifying trends or areas of concern.
Provide actionable insights and recommendations to improve profitability and operational efficiency.
FINANCIAL ANALYST QUALIFICATIONS AND SKILLS
Required
Bachelors' Degree in Accounting or Finance
Minimum of 2 years' experience in financial forecasting, reporting, and analysis
Current or prior employment at a large company
Proficient with Excel modeling
Ability to organize time and tasks efficiently with minimal supervision
Strong oral and written communication skills
Finance Manager of Medical Economics
Finance Associate Job 47 miles from San Bernardino
?
We are currently seeking a Manager of Medical Economics focused on advancing cutting-edge healthcare and innovation. This position will play a pivotal role in managing economic analyses and cost-effectiveness strategies within oncology services. The ideal candidate will have expertise in healthcare economics, data analysis, and financial management, specifically within oncology care settings.
As a key member of the medical economics team, you will work closely with clinical and operational leaders to optimize resource utilization, drive financial performance, and support value-based care initiatives-all while ensuring the highest standards of patient care.
Key Responsibilities:
Conduct economic modeling and cost-effectiveness analysis to evaluate treatments and programs.
Lead data analytics efforts to assess healthcare utilization trends and clinical outcomes.
Collaborate with clinical teams to identify opportunities for cost savings without compromising patient care.
Assist in the forecasting, budgeting, and financial performance tracking for services.
Support value-based care and alternative payment model initiatives.
Prepare and present financial reports, insights, and recommendations to senior leadership.
Ensure compliance with industry regulations and best practices in health economics.
Build relationships with key external stakeholders to stay updated on reimbursement and policy changes.
Qualifications:
Bachelor's degree in Health Economics, Healthcare Management, or a related field. Master's degree preferred.
Minimum 5 years of experience in healthcare economics
Strong proficiency in data analysis tools and economic modeling software (e.g., Excel, SAS, R).
Knowledge of healthcare reimbursement models and alternative payment structures.
Excellent communication and presentation skills, with the ability to collaborate across multidisciplinary teams.
Strong project management and problem-solving abilities.
Financial Analyst
Finance Associate Job 41 miles from San Bernardino
Kerrigan Advisors seeks a driven, early career professional to join our entrepreneurial team as a Financial Analyst. Kerrigan Advisors is the leading sell-side advisor exclusively focused on the auto retail industry, having represented on the sale of 275+ dealerships and generating $9 billion in client proceeds since 2015, including some of the largest industry transactions on record. In addition to sell-side services and M&A transaction work, Kerrigan Advisors offers a unique suite of consulting services, which include acquisition & expansion strategy, valuation guidance for acquisitions, partner buyouts and estate planning, annual dealership group valuation assessments and benchmarking, professional presentations and open point proposals, real estate advisory and growth strategy workshops. See our website at ************************ for additional information about our firm. Kerrigan Advisors also publishes The Blue Sky Report , the industry authority on dealership valuations, franchise multiples and buy/sell market trends, often featured in leading publications like the Wall Street Journal, Automotive News, CNBC and The Economist and distributed to over 12,000 industry participants in 35 countries.
Kerrigan Advisors is looking for a highly organized, accounting and/or finance-trained, proactive, detail-oriented, can-do individual that can support and grow with our firm.
The role involves the following:
Preparation of data metrics, adjusted earnings analyses and projections in financial models to be used in valuation assessments and transactions
Preparing schedules, calculations and summaries of data to support data metrics within financial models
Reviewing and analyzing dealership financial statements
Researching market demographics, local and national economies, and other key industry metrics to be used in client presentations and industry reports, including the Kerrigan Advisors Blue Sky Report
Assist with transaction execution, including preparation of client presentation materials
Reviewing and cataloguing financial information received from clients
Maintaining internal databases with key performance metrics
Requirements:
Bachelor's degree
Minimum of 1 year in an accounting or finance position
Thorough understanding of financial accounting and modeling
Strong organizational skills and attention to detail
Good comprehension and critical thinking skills
Proactive communication skills
Deep experience working with Microsoft Word, Excel, & PowerPoint
An interest in auto retail is a plus, but not required
Please submit your cover letter and resume to Kaylee Lowe (***************************). In your cover letter, please address the following:
· What specifically interests you about our firm?
· Please describe any experience you have in finance, accounting and/or M&A transactions.
· Please include any experience in auto retail
· Include your college GPA and SAT/other standardized test scores
Compensation: Base salary of $100,000-115,000 depending on experience, with meaningful transaction bonuses, healthcare benefits and retirement plan matching.
This is a great career opportunity for the right candidate with significant income upside.
Financial Planning Intern
Finance Associate Job 41 miles from San Bernardino
Financial Planning Interns at Northwestern Mutual Orange County-are a part of a top program ranked “One of America's Top Ten Internships.” Our internship program trains in the areas of financial analysis, entrepreneurship, sales, business development, marketing, and communication.
Our College Financial Representatives help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off!
Our internship program mimics our full-time Financial Representative role, allowing you to:
Build your client base through prospecting and networking
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to planning software platforms
Get licensed with your Life, Accident, and Health insurance license
Participate in weekly coaching, training, and development meetings
As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation.
Are you a fit for this internship?
Full-time student; junior and senior standing
Entrepreneurial and curiosity for sales
Highly involved on campus (leader, campus orgs, student government, etc.)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy
***All majors encouraged to apply.
Compensation & Benefits
Commissions
Activity Stipends
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
Financial Representative
Finance Associate Job 19 miles from San Bernardino
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Financial Analyst I
Finance Associate Job 41 miles from San Bernardino
· The Biologics Operations Finance group is looking for a Financial Analyst who will support the Irvine (BLI) manufacturing facility financials. This will involve supporting month end close and forecasting processes, finance support to site and working with the finance manager on developing financial models to support decision making related to business issues.
Key responsibilities are:
· Works on monthly close and financial reporting processes to ensure complete, accurate and timely monthly actual results, including variance analysis and commentary.
· Understands monthly results and communicates issues to Manager and work on resolution or action plan. Ensure compliance with company policies and procedures.
· Prepares variance analysis for each planning cycle and management reporting schedules under direction of Manager and discuss with results with department managers as necessary.
· Support day to day financial tasks of the site, including spend tracking and purchases financial approval for the site
· Prepares and develops drafts of annual Plan, LRP and LBEs as required, and works with cost center managers in understanding the details of what changes of both financial and operating management.
· Performs ad hoc analysis and forecasts as requested.
Qualifications:
· Bachelor's Degree in Accounting.
· Minimum 2-4 years related experience.
· Execute priorities established by Manager with speed, agility and minimal supervision.
· Strong financial, analytical, and problem-solving skills.
· Proficient Excel skills required.
· Knowledge of SAP.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Mohit
Email: **********************************
Internal Id: 25-29272
Financial Analyst
Finance Associate Job 23 miles from San Bernardino
We are seeking a highly motivated and detail-oriented Financial Analyst. The ideal candidate will be responsible for conducting financial analysis, evaluating investment opportunities, and providing insights to support strategic decision-making.
Responsibilities:
Perform financial analysis and modeling.
Creating financial reports
Assist in annual budgeting and quarterly forecasting, including variance analysis
Assist in ad-hoc projects and initiatives as needed to support the broader objectives of the organization.
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field. CPA, MBA or CFA designation is a plus.
At least one year of experience in financial analysis
Strong proficiency in financial modeling with advanced Excel skills.
Excellent analytical skills with the ability to interpret complex financial data and communicate findings effectively.
Detail-oriented with a high degree of accuracy in financial analysis and reporting.
Ability to work independently and collaboratively in a fast-paced environment, managing multiple priorities and deadlines.
Strong interpersonal skills with the ability to build relationships and interact effectively with colleagues, clients, and external partners.
Equal Opportunity Employer:
LHH is an equal opportunity employer and is committed to diversity and inclusion in all aspects of employment.
Senior Financial Analyst
Finance Associate Job 41 miles from San Bernardino
The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. At month end, you will be responsible for budget, projection, and actual variance commentary.
Responsibilities
Prepare the company's expense plans and monthly forecasts
Accurately update systems to actual results, forecasts, and budgets
Analyze and provide commentary on variances
Communicate with vendors and ensure on-time processing of vendor allowances
Ensure compliance with internal and external accounting standards and financial policies
Qualifications
Bachelor's degree or equivalent in Finance or Accounting
4+ years' of relevant experience
Proficient in Microsoft Excel
Strong quantitative financial skills
Senior Financial Analyst
Finance Associate Job 49 miles from San Bernardino
The Senior Financial Analyst will perform comprehensive revenue, cost, and P&L analysis at all levels. Daily responsibilities include annual and quarterly financial planning, budgeting, forecasting, and preparing financial statements. This role requires providing data-driven insights to management through expert analytical skills and advanced proficiency with Excel and Oracle Fusion.
Qualifications:
BS/BA degree in Finance/Accounting required
MBA with emphasis on Finance preferred
Minimum of 3 years of relevant experience required
Background in healthcare preferred
Primary Responsibilities:
Conducts revenue, cost, and comprehensive P&L analyses across multiple levels.
Delivers accurate and timely evaluations of financial performance and key metrics, including non-financial indicators.
Supports the annual and quarterly financial planning, budgeting, forecasting processes, and financial statement preparation.
Develops and presents financial dashboards tailored to various organizational levels.
Utilizes data-driven reporting and analysis to provide actionable insights for management.
Other duties as needed.
Required Skills/Abilities:
Skilled in financial planning, budgeting, and forecasting.
Experienced in revenue recognition and analysis.
Advanced proficiency in Excel, Power BI, and dashboard tools such as Tableau.
Proficient in Oracle Fusion and planning modules like EPM.
Exceptional written and verbal communication skills.
Highly detail-oriented with a strong focus on accuracy.
Capable of multitasking and performing efficiently under deadlines.
Able to work independently and collaboratively in a team environment.
Committed to maintaining the confidentiality of financial information and investment decisions.
Senior Financial Analyst
Finance Associate Job 50 miles from San Bernardino
Our client, a leading Real Estate Data Insights company offers comprehensive data, insights, and publications related to commercial property and home construction, serving as a vital resource for housing industry professionals. They are searching for a Senior Financial Analyst or Finance Manager to assume an interim role.
-40 hours work/week
-6-8 week Contract
-Vena experience required
Responsibilities:
Assist with integrating financial data from ERPs, ensuring seamless workflow and accuracy.
Maintain budget templates and input systems, ensuring they align with the company's financial goals and strategy.
Collaborate with senior leaders across different segments to provide actionable insights and financial support.
Take a hands-on approach to analyzing financial data, reports, and segment-specific performance metrics.
Manage hierarchical data models and administer Vena to ensure efficient reporting and forecasting processes.
Support the annual budget process, providing timely and accurate information for decision-making.
Qualifications:
2+ of experience in Financial Analysis
Vena Growth Engine experience
Strong Excel skills and proficiency in financial modeling.
Experience with reporting and integration systems such as NetSuite, Salesforce, or similar tools.
Familiarity with Power BI
Strong accounting background and understanding of financial statements.
Senior Analyst, Field Finance
Finance Associate Job 50 miles from San Bernardino
CULTIVATE A BETTER WORLD
Food served fast does not have to be a typical fast-food experience. Chipotle has always done things differently, both in and out of our restaurants. We are changing the face of fast food, starting conversations, and directly supporting efforts to shift the future of farming and food. We hope you will join us as we continue to learn, evolve, and shape what comes next on our mission to make better food accessible to everyone.
THE OPPORTUNITY
As the Senior Analyst, Field Finance, you will contribute to the execution of Chipotle's vision by supporting one region with financial leadership. You will be responsible for providing meaningful and actionable insight, business perspective and financial leadership to an assigned Regional Team(s). You will contribute to the financial management for the region including strategic planning, performance measurement, budgeting, analysis, and training. This role collaborates closely with Regional Leadership Teams and Accounting/Finance Departments to ensure that financial efforts effectively support Chipotle's business culture, objectives, and philosophy.
WHAT YOU'LL DO
Strong candidates are motivated by what they can achieve, growth they could experience and how they will impact the company.
Analyze and consult on the financial impact of key regional strategies and influence the development of long-term regional strategic plans.
Coordinate the preparation and presentation of regional financial plans and interpret trends and financial results of the regions.
Identify gaps between forecasted results and targets and provide recommendations to ensure annual financial goals are achieved.
Coordinate with all levels of Regional Vice Presidents and Finance in assessing needs for financial information, developing plans, reports, analyses, and tools to meet those needs.
Identify profit and cost opportunities and influence Regional Management on the prioritization of strategies to realize such opportunities.
Serve as the primary liaison between regions and Columbus Accounting Center to resolve significant accounting issues.
Develop financial reporting for varying levels of management within the region, effectively communicating actionable and important insight.
Train all levels of Regional Management and Regional Support Teams on financial matters and policies.
WHAT YOU'LL BRING TO THE TABLE
B.A./B.S. in Finance, Accounting, or Economics; or an equivalent in education and experience
MBA or CPA preferred
Five (5) years of experience in financial management or related areas, including accounting, planning and analysis, and financial reporting
Strong analytical and problem-solving skills, with the ability to analyze raw data, draw conclusions, and develop actionable recommendations
Working knowledge of profitability analysis and financial planning process
Understanding of restaurant operations and its impact on financial matters
Knowledge of and the ability to use a PC with demonstrated proficiency of Microsoft Office products (Excel, PowerPoint, Access & Word)
General knowledge of database structure and reporting/query tools
Excellent interpersonal and written/verbal communication skills and the ability to manage financial information in a confidential and professional manner
Ability to handle multiple projects simultaneously and pay close attention to detail
PAY TRANSPARENCY
A reasonable estimate of the current base pay range for this position is $98,000.00-$132,500.00. You are also eligible for annual cash bonuses and equity awards based upon performance and other factors. Actual compensation offered may vary depending on skill level, experience, and/or education. Chipotle offers a competitive total rewards package, which includes medical, dental, and vision insurance, 401k, sick leave, vacation time, and much more. Visit ********************************** for more details.
WHO WE ARE
Chipotle Mexican Grill, Inc. (NYSE: CMG) is cultivating a better world by serving responsibly sourced, classically cooked, real food with wholesome ingredients without artificial colors, flavors or preservatives. Chipotle has restaurants in the United States, Canada, the United Kingdom, France and Germany and is the only restaurant company of its size that owns and operates all its restaurants in North America and Europe. With employees passionate about providing a great guest experience, Chipotle is a longtime leader and innovator in the food industry. Chipotle is committed to making its food more accessible to everyone while continuing to be a brand with a demonstrated purpose as it leads the way in digital, technology and sustainable business practices. For more information or to place an order online, visit WWW.CHIPOTLE.COM
Chipotle Mexican Grill is an equal opportunity employer that values diversity at all levels. As a people-first company rooted in values, our purpose extends beyond serving nutritious food using real ingredients. It means hiring world-class individuals and fostering a culture that champions diversity, ensures equity, and celebrates inclusion. All qualified applicants, regardless of personal characteristics, are encouraged to apply.
Qualified applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and/or certain state or local laws. Please contact ADAaccommodations@chipotle.com if you need an accommodation due to a disability to complete an application, job interview, and/or to otherwise participate in the hiring process. This email does not respond to non-accommodations related requests.
Senior Financial Analyst
Finance Associate Job 39 miles from San Bernardino
Hardesty, LLC on behalf of our client, a multi-faceted Real Estate Investment Platform is searching for a Senior Financial Analyst. The ideal candidate will possess strong financial acumen in residential real estate markets. This role involves conducting thorough financial analysis, forecasting, and underwriting to support our clients and potential clients' investment strategies for multi-family, build for rent, traditional residential, and master planned lots. The Senior Real Estate Analyst will play a crucial role in evaluating potential investment opportunities on behalf of our clients and preparing proposals for potential new clients.
Essential Duties and Responsibilities
Detailed underwrite/modeling one year and multi-year pro-forma's
Train and mentor financial analysts
Review underwriting in presentations and proposals with clients (in-person or online)
Join business development on client calls or presentations to discuss potential new assets or clients
Create new asset 12-month detailed operating budgets
Review existing asset service contracts
Conducts market research and analyzes market data including market occupancy, rental rates, demographics, competitor positioning and economic information.
Create and update proposals and presentations that are presented to prospective clients
Interface with multifamily real estate brokers for scheduling property tours with/for clients and requesting updated financial reports during underwriting.
Assists with ad-hoc/special projects as needed.
Recommend processes to improve company efficiency.
Responsible for day-to-day communications with the Supervisor and ensuring all reporting and tasks are completed on time.
Requirements:
5+ years experience in real estate analysis and modeling
Strong Understanding of residential underwriting.
Proficiency in Microsoft Office - strong proficiency in Excel.
Strong analytical skills & ability to grasp new concepts quickly.
Strong written and verbal skills.
Must be able to work independently with minimal supervision.
Ability to maintain sensitive and confidential information.
Experience
multifamily real estate analysis: 3 years (Required)
using Excel models: 3 years (Required)
Education:
Bachelor's Degree required - Finance, Economics, Real Estate, Business Administration, or related fields preferred.
Corporate Strategy Analyst
Finance Associate Job 41 miles from San Bernardino
COMPANY OVERVIEW 174 Power Global, headquartered in Irvine, California, is an affiliate company of Hanwha Group, a Fortune 500 and TIME 100 company that is the seventh largest business enterprise in South Korea. 174 Power Global develops, builds, and operates renewable energy solutions. The company brings a decade of global leadership in renewable energy to North America, combining best-of-world technology, processes, and partnerships to deliver utility-grade energy solutions customized for local energy markets. 174 Power Global offers the full spectrum of energy solutions - from power plant development, design, construction, operations, and maintenance. With proven capabilities across the renewable energy value chain, 174 Power Global minimizes uncertainty and risk, and helps customers achieve a higher return on their investment in renewable energy.
POSITION OVERVIEWAs a Corporate Strategy Analyst, you will help tackle important issues and assist in helping shape a compelling strategy for the growth of our clean energy businesses. Serving as a key team member on strategic initiatives, you will use both qualitative and quantitative analysis to help answer questions and develop insights. Strategic initiatives will cover the core utility-scale solar and storage development business as well as new business opportunities such as data centers and green hydrogen. RESPONSIBILITIES
Research and analyze market, competitor, and technology dynamics and trends in renewables and clean energy (e.g., market sizing, competitive landscape mapping, customer segmentation) to generate insights that inform the company's strategy.
Support the development of recommendations and the strategy for growth (in core and new business areas), including where to compete and how to win.
Support strategic taskforces end-to-end from problem definition to analysis to recommendations to implementation support.
Contribute to the annual strategic planning process and execution/implementation plans.
Perform financial modeling to help in the evaluation of strategic options, including financial outlook, NPV, and scenario/sensitivity analysis.
Identify potential strategic alliances/partnerships, support structuring and negotiations, and manage work with consultants/advisors.
REQUIRED QUALIFICATIONS
Bachelor's degree, required.
Minimum of 1+ years of experience working at a top-tier consulting firm or similar experience in corporate strategy or corporate development role.
Demonstrated experience assisting projects and collaborating across departments/teams.
Strong analytical skills and conceptual thinking skills. Strong financial modeling skills.
Excellent writing, verbal, and visual (PowerPoint, Excel) communications.
Able to structure and present complex business research in a fast-paced environment.
Power market fundamentals and/or renewable energy experience, preferred.
$80,000 - $100,000 a year Attention external recruitment firms, we will not accept any unsolicited resumes at this time. Please do not contact any internal member of our company to discuss the position or to solicit candidates.
174 Power Global provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.***********************
Corporate Strategy Analyst
Finance Associate Job 41 miles from San Bernardino
174 Power Global, headquartered in Irvine, California, is an affiliate company of Hanwha Group, a Fortune 500 and TIME 100 company that is the seventh largest business enterprise in South Korea. 174 Power Global develops, builds, and operates renewable energy solutions. The company brings a decade of global leadership in renewable energy to North America, combining best-of-world technology, processes, and partnerships to deliver utility-grade energy solutions customized for local energy markets. 174 Power Global offers the full spectrum of energy solutions - from power plant development, design, construction, operations, and maintenance. With proven capabilities across the renewable energy value chain, 174 Power Global minimizes uncertainty and risk, and helps customers achieve a higher return on their investment in renewable energy.
POSITION OVERVIEW
As a Corporate Strategy Analyst, you will help tackle important issues and assist in helping shape a compelling strategy for the growth of our clean energy businesses. Serving as a key team member on strategic initiatives, you will use both qualitative and quantitative analysis to help answer questions and develop insights. Strategic initiatives will cover the core utility-scale solar and storage development business as well as new business opportunities such as data centers and green hydrogen.
RESPONSIBILITIESResearch and analyze market, competitor, and technology dynamics and trends in renewables and clean energy (e.g., market sizing, competitive landscape mapping, customer segmentation) to generate insights that inform the company's strategy.Support the development of recommendations and the strategy for growth (in core and new business areas), including where to compete and how to win.Support strategic taskforces end-to-end from problem definition to analysis to recommendations to implementation support. Contribute to the annual strategic planning process and execution/implementation plans.Perform financial modeling to help in the evaluation of strategic options, including financial outlook, NPV, and scenario/sensitivity analysis.Identify potential strategic alliances/partnerships, support structuring and negotiations, and manage work with consultants/advisors.
REQUIRED QUALIFICATIONSBachelor's degree, required. Minimum of 1+ years of experience working at a top-tier consulting firm or similar experience in corporate strategy or corporate development role. Demonstrated experience assisting projects and collaborating across departments/teams.Strong analytical skills and conceptual thinking skills. Strong financial modeling skills.Excellent writing, verbal, and visual (PowerPoint, Excel) communications.Able to structure and present complex business research in a fast-paced environment.Power market fundamentals and/or renewable energy experience, preferred.
$80,000 - $100,000 a year
Attention external recruitment firms, we will not accept any unsolicited resumes at this time. Please do not contact any internal member of our company to discuss the position or to solicit candidates.
174 Power Global provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
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Corporate Financial Analyst
Finance Associate Job 45 miles from San Bernardino
WE BUILD THE COOLEST HOMES IN THE COOLEST NEIGHBORHOODS!
Thomas James Homes (TJH) is the replacement builder bringing superior design and tech-enabled simplicity to new, single-family homebuilding. Operating in high-demand communities across Northern and Southern California, the Pacific Northwest, and Arizona, TJH offers homebuyers innovative pathways for attaining the right home, in the right neighborhood.
At Thomas James Homes, we are passionately committed to 1. Building your home as a sanctuary radiating with positive energy- a feeling of peace, safety and joy that speaks to your soul and reminds you that your home is your family's private refuge. 2. Reducing the stress of urban life and 3. Treating everyone like family. Family represents a level of empathy, transparency, and honesty that leaves transactions in the dust in favor of relationships.
WHAT'S IN IT FOR YOU:
PTO + Paid Holidays
WFH Flexibility
401(k) matching - 100% vested
Supplemental Life & AD&D
Employee Discounts & Perks
Medical, Vision, and Dental insurance
FSA & HSA Spending Accounts
Referral program
Employee paid Pet Insurance
Employee Assistance Program
Wellness Programs
Tranquility Rooms at each location
Technology allowance and unlimited pantry snacks
THE ROLE: We are seeking a highly motivated Corporate Financial Analyst to join our team in Aliso Viejo, CA. As a Corporate Financial Analyst, you will be responsible for analyzing financial data, preparing financial reports, and providing insights to support business decisions. You will work closely with the finance team to ensure accurate and timely financial reporting. Your contributions will be critical to the success of our organization.
DAY IN THE LIFE:
Prepare monthly division level cost reporting for Land Development, Purchasing, Construction, and On-Site departments and highlight areas of concern for team members to focus on cost controls.
Work with team members to maintain accuracy of information in Sales Force around current home prices, costs, and projected closing dates, etc.
Manages the division level budget (P&L, G&A, Marketing)
Presale Analysis and tracking for proper reporting.
Assist All Departments in establishing budgets.
Analyze costs related to Asset Accounts. Create cost benefit analysis process, establish cashflow forecast and update appropriately.
Assist all Departments in preparing reports, establishing processes, streamlining procedures, and promote continual process improvements.
Manage all online Credit Card Payments and manual Check Request.
Responsible for tracking and applying for refundable fees/credits/deposits owed to TJH.
WHAT YOU'LL NEED:
Bachelor's degree in Finance, Accounting, or related field
2+ years of experience in financial analysis
Strong analytical and problem-solving skills
Proficient in Microsoft Excel and financial modeling
WHAT WILL SET YOU A PART:
Experience in the Construction industry
Experience with ERP systems
Excellent communication and interpersonal skills
The compensation range for this role is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Thomas James Homes is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state, or local laws.
Finance Manager
Finance Associate Job 43 miles from San Bernardino
Job Title: Finance Manager - Commercial Real Estate
We are seeking a highly skilled and detail-oriented Finance Manager to join our dynamic team in the commercial real estate industry. This role will focus on budgeting and forecasting, variance analysis, and exposure to strategic finance. The ideal candidate will have extensive experience in financial planning and analysis (FP&A) within the real estate sector, with a strong proficiency in financial modeling in Excel. This position requires a proactive individual who can provide insightful financial analysis and contribute to the company's strategic decision-making processes.
Key Responsibilities:
Budgeting & Forecasting: Lead the development and management of annual budgets and periodic forecasts for various real estate assets, ensuring accuracy and alignment with company goals. Monitor performance against budget and update projections as needed.
Variance Analysis: Perform detailed variance analysis of actual performance vs. budgeted/forecasted results. Provide insights into key drivers of variance and recommend corrective actions or opportunities for optimization.
Financial Modeling: Develop and maintain complex financial models in Excel to support strategic decision-making, including investment analysis, cash flow projections, and sensitivity analysis for new projects, acquisitions, and dispositions.
Strategic Finance Exposure: Work closely with senior management and other departments to provide financial insights and support strategic initiatives such as acquisitions, capital planning, and portfolio management.
Reporting & Presentations: Prepare regular financial reports and presentations for management, providing clear and actionable insights on performance, trends, and financial projections.
Collaboration & Communication: Partner with other departments (e.g., Accounting, Operations, Asset Management) to ensure alignment and to provide financial insights that support business objectives.
Process Improvement: Identify opportunities for improving financial processes and systems to enhance reporting efficiency and data accuracy.
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
5+ years of experience in financial planning and analysis (FP&A), with a focus on commercial real estate.
Strong experience in financial modeling, budgeting, and forecasting, particularly within the real estate industry.
Advanced proficiency in Excel, including the ability to build and manipulate complex financial models.
Knowledge of real estate financial metrics, such as net operating income (NOI), internal rate of return (IRR), and capitalization rates.
Ability to work with large data sets and extract key insights to drive business decisions.
Strong communication and interpersonal skills with the ability to present financial information to both financial and non-financial stakeholders.
High attention to detail and the ability to manage multiple projects simultaneously.
Experience with real estate financial software (e.g., Yardi, Argus, or similar) a plus.
Physical Requirements:
This position is on-site in Santa Ana, California.
Ability to work in a fast-paced office environment.
Financial Analyst (Part Time)
Finance Associate Job 41 miles from San Bernardino
Kerrigan Advisors seeks an accounting and/or finance-trained, can-do individual whose primary responsibility is to support our entrepreneurial team as a Financial Analyst. This position calls for a self-starter with problem solving, critical thinking and exceptional time management skills. The Financial Analyst must also demonstrate strong organizational skills, written and verbal proficiency, as well as the ability to complete multiple projects independently in a timely, accurate, and cost-effective manner. The position is part-time to start, with the potential of increasing to a full-time position as firm needs expand.
Kerrigan Advisors is the leading sell-side advisor focused on the auto retail industry, having represented on the sale of 275+ dealerships and generating over $9 billion in client proceeds since 2015. In addition to sell-side services and M&A transaction work, Kerrigan Advisors offers a unique suite of consulting services which include acquisition & expansion strategy, valuation guidance for acquisitions, partner buyouts and estate planning, annual dealership group valuation assessments and benchmarking, professional presentations and open point proposals, real estate advisory and growth strategy workshops. See our website at ************************ for additional information about our firm.
The role involves the following:
Entering financial statement data into our financial model template
Preparation of data metrics, adjusted earnings analyses and projections in financial models to be used in valuation assessments and transactions
Preparing schedules, calculations and summaries of data to support data metrics within financial models
Reviewing and analyzing dealership financial statements
Researching market demographics, local and national economies, and other key data points to be used in presentations and industry reports
Inserting and formatting tables, charts and graphs into client presentations in PowerPoint
Maintaining internal databases with key performance metrics
Communicating with team members on progress
Attending team meetings
Requirements:
Bachelor's degree
Minimum of 2 years in an accounting or finance position
Public accounting or M&A transaction experience is preferred
Effective communicator and ability to work on team-oriented projects
Strong organizational skills and attention to detail
Good conceptual and critical thinking skills
Deep experience working with Microsoft Word, Excel, & PowerPoint
Experience working in or an interest in dealerships or auto retail a plus, not required
Base Compensation: ~$80,000 - $100,000 annualized compensation (depending upon experience), pro-rated for agreed upon part time schedule, healthcare benefits and retirement plan matching.
This is a great career opportunity for the right candidate looking to shift from public accounting or investment banking to a role with meaningful project-based work in a stable and predictable-hour arrangement.
Please submit your cover letter and resume to ***************************.
Your application will not be reviewed without the submission of a cover letter.
The cover letter should include specific reasons for interest in our firm, recent achievements in your current position, and how these align with this role. Please also specifically address your ability to meet the requirements for this position.