A leading aerospace technology company in California is looking for a Financial Planning & Analysis (FP&A) Analyst III. This role involves preparing financial analysis, budgets, and forecasts while supporting business planning. Candidates should have 5-8 years of relevant experience, a Bachelor's degree in Finance or Accounting, and strong analytical and communication skills. The salary range is $88,000 - $124,740 with a comprehensive benefits package.
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$88k-124.7k yearly 4d ago
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Investment Associate
RETS Associates
Finance consultant job in Los Angeles, CA
RETS Associates, on behalf of our client, a commercial real estate private equity firm, is seeking an Investment Analyst or Associate in Century City, CA. This role will support the Investments team in evaluating and underwriting potential investments, conducting due diligence, crafting presentation materials, aiding development efforts, developing monthly and quarterly reports for existing investments including updating financial models and managing assets within our portfolio. The firm invests across the capital stack, has significant dry powder, and a stellar track record. This positions is in their office 5 days in Century City, CA.
Responsibilities
Underwrite acquisition and development opportunities using complex Excel based financial models
Create complex, Excel-based acquisition and development cash flow models for the evaluation of potential investment opportunities.
Support due diligence, investment memoranda, and Investment Committee materials
Assist with transaction execution and closings
Asset manage existing portfolio investments including recapitalizations and dispositions
Analyze operating performance, lease structures, market data, and exit scenarios across multiple asset classes
Prepare monthly and quarterly portfolio reporting and cash flow projections
Partner with internal teams to integrate budgets and schedules into financial models
Qualifications
1 to 4 years of real estate investments / acquisitions experience
Bachelor's degree required; Real Estate or Finance preferred
Strong financial modeling and underwriting skills
Detail oriented, self motivated, and team focused
$93k-166k yearly est. 2d ago
Associate, Investments
Clairmont Capital Group
Finance consultant job in Los Angeles, CA
Clairmont Capital Group (“Clairmont”; the “Firm”) is a Los Angeles-based, multi-strategy Real Estate Private Equity firm that specializes in general partnership (“GP”) equity co-investments with best-in-class real estate sponsors and institutional equity partners across major, demographic-driven sectors throughout the US, UK and Europe. Through actively managed funds and separate accounts, Clairmont also focuses on platform-level investing as well as Tax-Advantaged investing. The firm is actively seeking to expand its market share and breadth of product offerings while maintaining focus on niche, dislocated, inefficient sectors
Position Summary:
Clairmont Capital Group is seeking an Associate to join its investment team and contribute across the full investment lifecycle. The Associate will play a key role in sourcing, evaluating, underwriting, and executing new investment opportunities across multiple real estate sectors, as well as supporting portfolio management and strategy setting initiatives.
Working closely with the Director of Investments and a lean team of senior professionals, the Associate will be actively involved in financial modeling, deal diligence, market/sector research, and investment memo preparation. The role also includes supporting portfolio analytics, investor reporting, and the firm's broader strategic initiatives.
This position is ideal for a motivated self‑starter who thrives in a dynamic, fast-paced entrepreneurial environment and seeks broader exposure within the real estate private equity industry.
Qualifications / Requirements:
2 - 5 years of relevant experience in investment banking, private real estate investing, leveraged finance, or another analytical, transaction-focused role
Strong financial modeling skills, with the ability to build, audit, and maintain complex underwriting models
Experience supporting due diligence processes, including market research, operating partner engagement, and review of third‑party reports
Experience in executing private equity and/or debt real estate investments
Comfort working across multiple workstreams ranging from new deal evaluation to broader sector/market related research
Excellent written and verbal communication skills, with the ability to synthesize complex information clearly and concisely
Strong work ethic, high degree of initiative, intellectual curiosity, and the ability to thrive in a small-team environment
Personal qualities of integrity, reliability, and strong professional judgment
Strong attention to detail, organizational skills, and the ability to proactively manage deadlines
What We Offer
Clairmont offers an opportunity to join a dynamic, collegial, and entrepreneurial firm that is enthusiastically committed to the personal and professional growth of its team members. We strive to maintain a positive, highly motivating work environment, where colleagues prioritize collaboration, integrity and
genuinely
enjoy working with one another
.
The company offers a compelling benefits package, including:
Strong team culture set in a favorable “work hard, play hard” environment
Competitive compensation package, commensurate with relevant prior work experience
Health insurance (Medical + Dental + Vision)
401(k) + company matching
Unlimited Paid Time Off (PTO) program
Mentorship/rigorous training by industry veterans
Clairmont Capital Group is an equal opportunity employer. We encourage candidates from all backgrounds to apply.
$93k-166k yearly est. 1d ago
Senior Portfolio Analyst
Endeavor Agency
Finance consultant job in Irvine, CA
Endeavor Agency (************ CRE.com) is a commercial real estate talent agency providing high touch recruitment services throughout California and major western US cities. Endeavor has engaged with a privately held, established and well known real estate development and investment company seeking a Senior Portfolio Analyst to support the Asset Management team by building and maintaining portfolio financial models, analytical tools, and automated workflows to drive portfolio performance and strategic decision-making. The role ensures data integrity across reporting systems, prepares investment materials, and leads process improvements. The Sr Portfolio Analyst also assists with underwriting for leases and capital projects, quarterly portfolio reviews, business plans, and market analysis.
Responsibilities:
Develops and maintains financial, operating, and analytical models (Excel, Argus, Google Sheets) to support asset performance review, scenario analysis, and strategic decision-making
Builds, maintains, and enhances automation tools, including Excel VBA macros and Google Sheets scripts, and leads process improvement initiatives involving workflow optimization, data governance, and business intelligence tool development
Ensures data integrity and consistency across internal tools, templates, dashboards, and reporting systems for leasing, financial, capital, and operational information
Provides analytical and underwriting support when evaluating leases, tenant credit worthiness, capital investments, new development projects, and acquisition opportunities
Participates in quarterly property reviews and forecasts; creates summary reports including budget variances, occupancy and leasing updates, operating expenses, capital expenditures, and potential loan refinance implications
Additional Skills:
Superior Excel skills, including strong modeling capability; VBA and ARGUS experience preferred, but not required
Experience with financial statement analysis and a strong understanding of corporate finance concepts
Demonstrates ability to distill complex data, analyses, and trends into clear, concise written summaries and visual tools that enable stakeholders to understand key insights and takeaways quickly
Strong written communication skills with the ability to translate quantitative findings into business-ready messaging
$70k-124k yearly est. 18h ago
Investment Sales Analyst + Jr. Broker | Investment Property Group
Zacuto Group
Finance consultant job in Santa Monica, CA
Zacuto Group, a highly active Commercial Real Estate Brokerage headquartered in Santa Monica serving the greater Los Angeles Area. We are looking to immediately add an
Analyst / Jr. Broker
to work with our Investment real estate practice group on expanding market share for sales transactions. This is a hybrid salary + commission role that will provide base compensation for supporting a Senior Vice President and unlimited commission upside.
The ideal candidate should have prior experience in real estate underwriting, strong verbal and written skills, an interest in sales and the commercial real estate industry. This is an excellent opportunity for a motivated individual who is driven and looking to succeed in a growth-oriented role.
Candidates should have a solid educational foundation, be self-starters, hardworking, persistent, and motivated to excel. Our leadership team will provide play by play deal support and guidance while providing top-of-the-line tools to help accomplish client objectives, win assignments, and close transactions.
Candidates should be well spoken, comfortable with a client facing role, possess superior organization skills, and thrive in a modern open office environment.
Investment Real Estate Expertise
Supporting the valuation process, creating spreadsheets and preparing financial analysis
Conducting research on comps and similar data
Creating pitch presentations for new listings
Scheduling inspections and managing due diligence
Drafting letters of intent / purchase and sales agreements
Drafting correspondence
Overseeing transactions through to closing including reviewing written agreements
Showing properties
Sales
Making introduction calls (Cold Calls and Warm Calls) to potential new clients
Supporting the Senior Vice President with his pipeline of potential new clients
Managing marketing processes to support the sales process
Project Management
Managing deal-flow in Salesforce
Ensuring that deadlines are met
Tracking and monitoring negotiations
Seeing tasks through to completion
Core daily functions will include:
Project Management
Sales
Operations Support
Required Skills and Experience
~ 4 Year Bachelor's Degree
~ Mastery of Microsoft Office, especially Outlook, Word, and Excel
~ Candidates are expected to obtain a California Real Estate Agents license if they do not already have one.
Our firm is growth oriented and it is central to our plans for qualified candidates to grow within our organization.
$71k-127k yearly est. 4d ago
Financial Planning Analyst, Multifamily
Omninet Capital
Finance consultant job in Los Angeles, CA
Omninet Capital is seeking a detail-oriented FP&A Analyst to join the multifamily real estate finance team. This is ideal for someone eager to learn how portfolio performance, budgeting, and forecasting drive strategic decisions in real estate.
You will support financial planning and reporting across multiple multifamily assets, partnering with property management, accounting, and investment teams to help improve operational efficiency and financial performance.
Key Responsibilities
Assist in the annual budgeting and quarterly forecasting process for a portfolio of multifamily properties
Prepare and analyze monthly financial reports, identifying variances between actuals, budget, and forecast
Develop and maintain financial models and dashboards to monitor key performance indicators (KPIs), occupancy trends, rent growth, and expense drivers
Partner with property management and accounting teams to ensure timely and accurate financial reporting
Support cash flow forecasting, capital expenditure tracking, and ROI analysis for renovation or improvement projects
Conduct market benchmarking and expense analysis to support decision-making on rent pricing, operating costs, and capital allocations
Assist in preparing materials for senior management and investors, summarizing financial results and performance insights
Qualifications
Bachelor's degree in Finance, Accounting, Real Estate, Economics, or a related field
Strong analytical and quantitative skills with proficiency in Excel and financial modeling
Excellent attention to detail and ability to synthesize complex financial data
Understanding of key financial metrics (NOI, operating margins, cash flow, capex, etc.)
Strong communication and organizational skills; comfortable collaborating with multiple departments
Eagerness to learn about the multifamily real estate industry and its financial drivers
Omninet Capital, LLC is an Equal Opportunity Employer and is committed to maintaining a workplace free from discrimination and harassment. We recruit, employ, train, compensate, and promote without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local laws.
All employment decisions are based on qualifications, merit, and business needs. Omninet complies with all applicable state and local fair employment practices laws, including the California Fair Employment and Housing Act (FEHA).
$71k-99k yearly est. 2d ago
Financial Services Professional
Bankers Life 4.5
Finance consultant job in Los Angeles, CA
Build Your Own Client Base with the Support of a Fortune 500 Company 🚀
Ready to build your career with purpose? Bankers Life is seeking the next generation of Financial Services Professionals to guide clients through important financial decisions.
What We Offer:
Paid Licensing: We cover your Insurance, SIE, Series 6, Series 63, and CFP .
Growth: Progressive advancement into leadership and wealth management.
Rewards: Competitive commissions, bonuses, and retirement savings programs.
If you have honesty, integrity, and the ability to present complex concepts effectively, let's talk.
Let's connect: 👉 Schedule a call here: *****************************************
📞 Or call/text: **************
$55k-91k yearly est. 1d ago
Real Estate Asset Management Analyst
GL Capital Partners 4.1
Finance consultant job in Beverly Hills, CA
📍 Pleasanton, CA or Beverly Hills, CA (Hybrid / Partially Onsite)
GL Capital Partners is a privately held multifamily real estate investment firm focused on acquiring and operating premier apartment communities in select U.S. markets. Since inception, the firm has raised five institutional closed-end funds totaling more than $1B in equity capital, with over $400M committed to Fund V. Our vertically integrated platform allows us to manage the full lifecycle of each investment-driving disciplined execution, operational excellence, and long-term value creation.
As our portfolio continues to grow, we are seeking an Asset Management Analyst with 1-3 years of relevant experience to join our team. This is a unique opportunity to work within an entrepreneurial, high-performing organization while gaining direct exposure to senior leadership and all phases of the investment lifecycle-from acquisition through disposition.
This role is partially onsite, based out of our Pleasanton, CA or Beverly Hills, CA corporate offices, and is ideal for a motivated self-starter who values accountability, collaboration, and continuous learning.
What You'll Do
• Performance Monitoring: Track property- and portfolio-level KPIs; evaluate performance against budgets and business plans; support strategies that drive outperformance.
• Strategic Reporting: Prepare weekly, monthly, and quarterly reports; conduct ad hoc analyses; translate data into clear, actionable insights.
• Operational Collaboration: Partner closely with the Director of Asset Management, COO, Regional Managers, and onsite teams to support asset-level execution.
• Technology Enablement: Leverage and support technology platforms to drive efficiency across corporate and site operations; assist with implementations and training.
• Budgeting & Forecasting: Support quarterly, semi-annual, and annual budgeting and forecasting processes.
• Site Engagement: Conduct site visits to assess physical and financial performance; review reports with regional and property teams; help communicate business plans and performance expectations.
What We're Looking For
• Bachelor's degree in real estate, finance, business, economics, or a related field
• 1-3 years of experience in asset management, real estate, finance, or a related analytical role
• Strong Excel and quantitative skills; familiarity with financial modeling
• Experience with platforms such as Entrata, RealPage, Elise AI, or similar is a plus
• Ability to synthesize complex data and communicate insights clearly
• Highly organized, detail-oriented, and comfortable managing multiple workstreams
• Curious, collaborative, and motivated by continuous improvement
• Willingness to travel as needed
Why Join Us
At GL Capital Partners-and alongside our management affiliate, GL Partners Management-we believe strong performance starts with strong people. Our culture is rooted in trust, accountability, and care, and we take pride in building teams that are empowered, supported, and aligned around shared goals.
Compensation & Benefits
• Full-time salaried position: $75,000-$90,000, plus merit-based discretionary bonus
• Employer-paid medical, dental, and vision insurance
• Health Care & Dependent Care FSAs
• Employer-paid life and long-term disability insurance
• Employee Assistance Program
• 401(k) with employer match
GLPM is an Equal Employment Opportunity / Affirmative Action employer and is committed to building a diverse and inclusive workplace.
👉 Learn more at glrecap.com or apply directly through LinkedIn.
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. 2d ago
Leveraged Finance Associate - Los Angeles
Sonder Consultants 4.4
Finance consultant job in Los Angeles, CA
Leveraged Finance - Los Angeles
The Firm & Opportunity
An AmLaw 15 firm is continuing to invest in its Leveraged Finance presence in Los Angeles within an elite, sponsor-facing Finance platform. The practice advises on complex institutional and sponsor-driven financings and operates in close coordination with New York on high-profile matters, while maintaining a clear West Coast orientation.
Associates in this group work closely with an exceptional partner and are part of a practice that is steadily expanding its footprint and capturing increased market share in a competitive segment of the finance market. The opportunity offers exposure to sophisticated deal work within a growing practice at an elite firm, with a long-term view toward depth, durability, and excellence rather than short-term expansion.
Hiring Profile
The group is seeking mid-level and senior associates with experience across leveraged buyout financings, acquisition facilities, refinancings, amendments, and related sponsor-side or lender-side work. Candidates should be comfortable operating in fast-paced, cross-office deal environments and managing sophisticated transactions with increasing autonomy.
Additional qualifications include:
Elite academic credentials; Juris Doctor from an ABA-accredited law school
Training at a top-tier BigLaw platform
California Bar admission preferred, or eligibility to sit for the California Bar
Why This Role
This is an opportunity to join a practice in true growth mode within an elite platform, offering early responsibility, visibility, and the ability to help shape a newer Leveraged Finance group.
Why This Firm
The Los Angeles office has become a strategic priority for the firm and continues to grow rapidly, with meaningful investment in people, space, and practice development. The culture is collaborative and supportive, with a strong emphasis on professionalism, respect, and family.
Located in Century City, the office provides a best-in-class workplace experience, including daily lunch options, robust support resources, and leadership that is present and engaged. The firm places particular emphasis on long-term associate development and well-being.
Interested?
For a confidential discussion, please contact Cole Evarts at *********************************.
About Sonder Consultants
Sonder Consultants is a global legal search and recruitment consultancy focused on private practice appointments across major legal markets. We advise with discretion, market insight, and a long-term perspective on career strategy.
$46k-80k yearly est. 3d ago
Wealth Advisor - Greater Irvine/Orange County Area
Banktalent HQ
Finance consultant job in Irvine, CA
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.
We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Irvine/Southern California marketplace. We are open to advisors within the greater Orange County Area. At California Bank & Trust, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes:
Retail Bankers
Community/Business Bankers
Private Bankers
Commercial Bankers
Investment Management Portfolio Managers/Advanced Planning Professionals
As a Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients.
Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients.
Qualifications:
To excel in this role, candidates should meet the following criteria:
Requires a Bachelor's degree
A minimum of 5 years of directly related experience, 10+ years preferred.
A combination of education and experience may meet the requirements.
Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance.
A CFP certification is highly preferred.
Exhibit proficiency in using computers and relevant software.
Display excellent verbal and written communication abilities.
Showcase exceptional analytical and presentation skills.
Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
Process a keen understanding of financial planning.
This position is eligible to earn a base salary of $75,000-$125,000 depending on job-related factors such as level of experience and location, plus participation in the commission plan that will be discussed as part of the hiring process.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
$75k-125k yearly 1d ago
Accounting Consultant
Robert Half 4.5
Finance consultant job in Cerritos, CA
Robert Half is recruiting for Senior Accounting Consultant available to work onsite in Cerritos, CA area or nearby territories within 20 miles radius. Responsibilities will include but not limited to: GL, month end, reconciliations, budgeting, tax, audit, assist with payroll, cash, perform senior management duties, etc. If interested and available for onsite work in Cerritos, CA please apply to be considered.
Qualifications:
Bachelors / Master's degree
5-7+ years of accounting / finance experience
Advance MS Excel skills
Knowledge of ERP systems ( NetSuite, SAP, Oracle, MS Dynamics, etc)
Strong communication, presentation and analytical skills
Ability to work in a high-paced environment
CPA ( big plus)
$62k-89k yearly est. 4d ago
Senior Financial Analyst
CV Resources 4.2
Finance consultant job in Los Angeles, CA
A fast-scaling, operations-driven company is hiring a Financial Analyst to help power the next phase of growth. This is a hands-on, high-visibility role where finance directly influences pricing, margins, inventory, and strategy - not just reporting.
Up to $105k + bonus/benefits + flexible schedule and hours!
If you like data, dashboards, and seeing your work drive real decisions, this role delivers.
Why this role is exciting:
Heavy exposure to executive leadership and strategic decision-making
Work with large, real-world datasets tied to operations, logistics, and pricing
Build dashboards, forecasts, and profitability views that actually get used
Environment mirrors what many see in private equity-backed operating companies
Clear runway for growth as the business continues to scale
What you'll work on:
Weekly and monthly performance reporting
Forecasting drivers like volume, price/mix, freight, and shrink
Customer and SKU profitability analysis
Power BI and Excel dashboards
Cross-functional work with Sales, Ops, and Accounting
Ideal background:
2-4+ years of FP&A or financial analysis experience
Strong Excel and Power BI skills
Curious, business-minded, and comfortable in fast-moving environments
This is a great opportunity for someone who wants more ownership, more exposure, and faster career growth than a traditional FP&A role.
$79k-105k yearly est. 2d ago
Financial Analyst - Real Estate Acquisitions & Asset Management
La Placa Group
Finance consultant 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 Financial Analyst - 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 2d ago
Client Advisor, South Coast Plaza
Rimowa
Finance consultant job in Costa Mesa, CA
The RIMOWA Client Advisor is responsible for generating sales through exceptional client relations and product knowledge while acting as an ambassador for the RIMOWA brand.
Job Responsibilities
Sales
Achieve personal sales goals
Educate clients with company history and the most current product knowledge
Keep an active client book to cultivate new/existing client relationships
Support team members to achieve store sales goals
Customer Service
Always present yourself in a friendly and professional manner
Ensure prompt follow up with client purchases, repairs and inquires
Provide the best experience for customers by continuously building knowledge of company history, new product and competitors
Operations
Understanding of store POS system
Opens and closes the register
Process payment/return of merchandise
Conduct inventory counts and adheres to company loss prevention policy
Maintain/execute store merchandising standards
Maintain store readiness and housekeeping duties
Profile
High school Diploma or equivalent
Luxury sales experience ideal
Previous experience, developing existing and prospecting new clients. Ideal candidates have established client books
Professional presentation, excellent communication skills both verbal and written
Excellent problem-solving skills, positive attitude, team player
Ideal candidate has knowledge of fashion, design trends and love of travel
Ability to work varied hours/days, including nights, weekends and holidays
Must be able to lift large boxes up to 20lbs repeatedly
$61k-114k yearly est. 2d ago
Financial Aid Advisor / Admissions
Neihule Academy of Beauty
Finance consultant job in Los Angeles, CA
Financial Aid Advisor
Neihulé Academy of Beauty - Los Angeles
Come grow with us at Neihulé Academy of Beauty, where education, creativity, and student success come first. As a Financial Aid Advisor, you will play a vital role in guiding current and prospective students through the financial aid process and helping them create a clear plan to achieve their career goals in the beauty industry.
This position is ideal for someone who is detail-oriented, student-focused, and passionate about helping individuals transform their lives through education.
BRIEF SUMMARY OF JOB DUTIES
Under the direction of the School Director, the Financial Aid Advisor serves as a coordinator of major financial aid programs and performs operational-level responsibilities across all areas of financial aid administration. Duties include need analysis, awarding, packaging, and revisions to financial aid packages.
The Financial Aid Advisor exercises professional judgment to make necessary adjustments when standard need analysis methodology is not appropriate. This role advises students and parents regarding the financial aid application process, available funding options, and alternative financing. The advisor may also assist with financial aid workshops, orientations, and informational presentations as needed.
WHAT YOU'LL DO
• Meet with prospective and enrolled students to explain cost of attendance, financial aid options, and payment plans
• Assist students and parents with FAFSA, FSA IDs, MPNs, and Entrance/Exit Counseling
• Review ISIRs and resolve C-codes, conflicting information, and verification requirements
• Perform need analysis, packaging, and revisions to financial aid awards
• Exercise professional judgment in compliance with federal, state, and institutional regulations
• Ensure documentation is accurate, complete, and properly maintained in electronic student files
• Maintain compliance with Title IV and other applicable regulatory requirements
• Provide in-person financial aid counseling when online completion is not possible
• Support audits, reporting, and other financial aid operational needs
• Deliver excellent customer service with professionalism, empathy, and integrity
REQUIRED QUALIFICATIONS
• Bachelor's degree or equivalent combination of education, training, and experience
• Proven adaptability and ability to manage multiple deadlines and priorities
• Strong organizational skills with high attention to detail and accuracy
• Ability to work efficiently in a fast-paced, student-centered environment
PREFERRED QUALIFICATIONS
• Financial aid administrative experience, preferably in a postsecondary or vocational institution
• Basic knowledge of federal financial aid programs and application processes
• Familiarity with financial aid policies, regulations, and awarding practices
• Understanding of institutional policies, processes, and compliance requirements
• Knowledge of advising and counseling techniques
• Ability to apply policies and regulations to individual student situations
• Strong analytical, problem-solving, and critical-thinking skills
• Ability to calculate and review financial aid awards accurately
• Excellent written and verbal communication skills with active listening abilities
• Strong customer service orientation and interpersonal skills
• Ability to assess workflows and recommend process improvements
• Proficiency with standard office software, internet, and email applications
• Experience working with student information systems and complex databases
ELIGIBILITY REQUIREMENTS
• Must not be in default on any federal student loan
SCHEDULE & LOCATION
• Onsite position at our Downtown Los Angeles campus
• Tuesday-Friday Part Time hours TBD
Compensation: $25-$30/hour base on experience
$25-30 hourly 18h ago
Assistant to Financial Advisor
Cathay Bank-Headquarters 4.4
Finance consultant job in Arcadia, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor's calendar, and other projects as assigned. Act as a liaison between the client, Financial Advisor, and back office.
ESSENTIAL FUNCTIONS
Answer telephone calls (responding, screening, and delegating calls as appropriate), and provide other assistance to callers if possible.
Manage Financial Advisor's calendar and schedule appointments.
Arrange customer seminars and branch employee training.
Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions.
Prepare requested reports.
Process documents, open client account, and upload to Smartworks Docupace.
Assist Financial Advisor in marketing activities, use MarketingCentral and maintain client relationship management database.
Establish and maintain customer files.
Help Financial Advisor prepare for auditing.
QUALIFICATIONS
* Education: College degree with business classes preferred but not mandatory.
* Experience: 2-5 years of applicable administrative experience required.
* Skills/Ability: Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook); strong communication and presentation skills; excellent follow-up and organizational skills; ability to work successfully both independently and as a team player. Be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills.
OTHER DETAILS
Without License: $20.00 - $21.63 / hour
With License: $21.64-$25.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
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Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$20-21.6 hourly 1d ago
Luxury Fashion Client Advisor
Reallist
Finance consultant job in West Hollywood, CA
Compensation: $65,000-$80,000 base salary + uncapped commission
On-Target Earnings: $100,000+
About the Role
We are a Los Angeles-based, high-end archival and vintage fashion business seeking an experienced Client Advisor to drive revenue through thoughtful, relationship-led sales. This role is designed for a seasoned luxury professional who understands discretion, long-term client cultivation, and selling at a high price point without compromising brand integrity.
This is not a volume or transactional sales role. It is a relationship-driven position for someone who values trust, taste, and long-term client relationships.
The ideal candidate is already operating within the luxury ecosystem (such as a stylist, personal shopper, or senior luxury sales associate) and brings an existing book of clients and strong industry relationships aligned with our product, clientele, and price point. This person will also inherit select existing clients and manage qualified inbound inquiries.
This role offers meaningful autonomy, direct ownership of client relationships, and the opportunity to grow alongside a scaling business.
What You'll Do
Own client relationships end-to-end, from initial inquiry through close and post-sale follow-up
Sell high-AOV luxury, archival, vintage designer pieces with confidence and discretion
Deliver a highly personalized client experience while consistently meeting and exceeding sales targets
Activate and grow your existing client book in alignment with brand positioning and pricing integrity
Manage qualified inbound leads and inherited VIP clients with consistency, care, and professionalism
Identify and pursue new revenue opportunities, including:
Private fittings and in-home appointments
Trunk shows and private shopping events
Strategic partnerships with stylists, collectors, and aligned businesses
Navigate longer sales cycles with patience, persistence, and sound judgment
Maintain clear boundaries around pulls, holds, pricing, and exceptions
Track and manage your sales pipeline and CRM with discipline and accuracy
Capture and maintain detailed client data to support long-term relationship development and future opportunities
Act as a brand ambassador, consistently conveying and upholding the company's philosophy, values, and standards
Provide exceptional client service supported by strong product knowledge and genuine passion for the archive
Meet or exceed individual, category, and overall sales goals
Remain informed on company updates, product releases, and relevant competitive landscape
Execute initiatives and projects with professionalism
Adhere to company policies, procedures, and operational standards
Represent the brand with polish and professionalism, maintaining appropriate dress, grooming, and presentation standards
Be available for weekend appointments and key client moments as needed
What We're Looking For
Proven luxury sales professional with an existing client book and/or strong personal network aligned with our offering
Background as a stylist, personal shopper, or senior luxury sales associate strongly preferred
Demonstrated ability to sell high-value items through relationship-based selling
Consistent track record of meeting and exceeding sales targets in a fast-paced, high-touch environment
Comfort with long sales cycles, quiet periods, and patient follow-up
Strong taste level and emotional intelligence
Self-directed, organized, and accountable with sound independent judgment
Excellent written and verbal communication skills
Ability to say no gracefully while preserving client trust and relationships
Sales mindset with interest in growing alongside the business
Growth & Opportunity
Meaningful autonomy
Opportunity to grow your client book and earning potential without a ceiling
Long-term potential to expand into senior sales, client development, or leadership roles as the business scales
Ability to shape your role around strengths in relationships, events, private sales, or partnerships
Compensation & Benefits
Competitive base salary plus uncapped commission
Health benefits
Paid training and onboarding
401(k)
Opportunity for growth and advancement within the company
How Success Is Measured
Quality and consistency of sales
Revenue generated
Health and accuracy of the sales pipeline
Strength and longevity of client relationships
$65k-80k yearly 3d ago
Financial Analyst
Omninet Capital
Finance consultant job in Los Angeles, CA
Omninet Capital is seeking a highly motivated Financial Analyst to join the team in Beverly Hills. This is a hands-on, entry-level opportunity suited for an individual who is analytical, detail-oriented, and passionate about real estate finance. The Financial Analyst will support the acquisitions, asset management, and development teams by building financial models, conducting entitlement reviews, and performing market and investment analysis.
This is a great opportunity for someone eager to grow their career in real estate with exposure to high-volume deal flow and cross-functional teams.
Key Responsibilities
Develop and maintain detailed Excel-based financial models for underwriting and investment analysis
Analyze market trends, rent comps, and deal performance across multifamily and commercial assets
Prepare investment memos and assist with internal presentations to senior leadership
Conduct due diligence reviews including lease audits, financial statements, and market research
Collaborate with acquisitions, construction, and asset management teams throughout the deal cycle and external parties like banks, brokers
Monitor key financial metrics including IRR, equity multiple, and cash-on-cash returns
Qualifications
Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field
1+ years of experience in financial analysis, real estate, or investment environments
Strong proficiency in Microsoft Excel must be comfortable building and auditing complex models
Exceptional attention to detail, analytical thinking, and organizational skills
Understanding of real estate financial metrics, entitlements, and valuation principles
Strong written and verbal communication skills
Familiarity with real estate platforms such as CoStar, Yardi, Argus, or similar tools is a plus
Omninet Capital, LLC is an Equal Opportunity Employer and is committed to maintaining a workplace free from discrimination and harassment. We recruit, employ, train, compensate, and promote without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local laws.
All employment decisions are based on qualifications, merit, and business needs. Omninet complies with all applicable state and local fair employment practices laws, including the California Fair Employment and Housing Act (FEHA).
$60k-90k yearly est. 3d ago
Financial Analyst
RETS Associates
Finance consultant job in Irvine, CA
RETS Associates has been retained by well-known private developer to recruit for a Financial Analyst 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%
How much does a finance consultant earn in Arcadia, CA?
The average finance consultant in Arcadia, CA earns between $55,000 and $125,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Arcadia, CA
$83,000
What are the biggest employers of Finance Consultants in Arcadia, CA?
The biggest employers of Finance Consultants in Arcadia, CA are: