Finance consultant jobs in Cathedral City, CA - 66 jobs
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Senior Treasury Analyst
Investment Consultant- Indian Wells, CA
Charles Schwab 4.8
Finance consultant job in Indio, CA
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a FinancialConsultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financialconsulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Job Description
As a Junior FinancialConsultant at OSI, you will launch your career at the intersection of finance and technology, helping implement ERP solutions that transform client accounting and financial operations. Working closely with senior consultants, OSI teammates, and customer accounting leaders, you will play a critical role in ensuring that accounting and financial models are accurately designed, implemented, and adopted. This is an entry-level role tailored for ambitious graduates who want to grow beyond traditional accounting and into client-facing consulting, where structure, decisiveness, and collaboration are key
Requirements
Key Responsibilities:
• Partner with OSI teammates and client accounting leaders to translate financial processes into ERP functionality, including budgeting, reporting, and compliance models.
• Assist in the implementation of accounting workflows, ensuring that system configurations align with financial best practices. • Document requirements, map processes, and prepare detailed diagrams to guide successful implementation.
• Test ERP financial modules to validate accuracy, completeness, and compliance with accounting standards.
• Support change management by training client staff on new workflows and ensuring adoption of ERP-driven processes.
• Communicate progress, risks, and issues clearly to both OSI project teams and client executives.
• Develop consulting skills through exposure to executive decision-making, structured analysis, and client collaboration.
Desired Traits & Skills
• Structured & Organized: Able to break down accounting processes into actionable steps that fit ERP models.
• Collaborative & Communicative: Works well with internal teammates and client executives, keeping all stakeholders aligned.
• Resilient & Adaptable: Handles demanding schedules, shifting priorities, and client-facing challenges with composure.
• Ambitious & Driven: Views this role as the first step in a consulting career, eager to learn and take on greater leadership.
• Solid technical foundation in accounting principles and excellent Excel proficiency.
• Integrity and professionalism in all interactions.
Education and Experience
• Bachelor's degree in Accounting or Finance (required).
• Internship or early professional experience in accounting or finance preferred.
• Proficiency with Microsoft Excel; exposure to ERP or financial software is a plus.
• Demonstrated ability to manage multiple priorities with accuracy and accountability
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k)
Life Insurance (Basic, Voluntary & AD&D)
Flexible Time Off
Short Term & Long Term Disability
Training & Development
$66k-102k yearly est. 24d ago
Wealth Advisor - Arrowhead Credit Union
LPL Financial Services 4.7
Finance consultant job in Yucaipa, CA
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Arrowhead Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial.
This role will require the employee to work on-site at the local bank branch located in Yucaipa, CA.
Job Overview:
A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned branches.
Responsibilities:
* Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
* Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions
* Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.
* Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements
* Delivering a high quality customer service experience during each customer interaction
* Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate
* Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
* High school diploma or equivalent (Bachelor's Degree Preferred)
* Minimum of two (2) years investment sales experience (preferably in a financial institution)
* Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66
* Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)
* Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer
Preferences:
* Demonstrated ability to sell products and services to investment clients; evidence of strong sales results
* Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space
* Excellent knowledge of investment/insurance products and financial planning
Core Competencies:
* Strong self-motivation and ability to work independently
* Excellent verbal, written and interpersonal communication skills
* Possess strong organization skills
* Excellent customer service and business focus with a great attention to detail
* Effective research and analysis skills
#LI-Onsite
Pay Range:68640 - 70000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
$60k-102k yearly est. Auto-Apply 60d+ ago
Financial Advisor
First Command Financial Services 4.7
Finance consultant job in Twentynine Palms, CA
Financial Advisor Careers at First Command:
Shaping Positive Financial Behaviors since 1958
First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
· 3 out of 4 of our Financial Advisors are veterans or military spouses.
· With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our Financial Advisors do:
They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
They coach military families on how to build a comprehensive financial plan that includes:
Savings/banking
Investments/wealth management
Insurance/risk management
What we offer:
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.
We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
Set your own schedule to manage work-life balance.
Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
Military experience or affiliation
Bachelor's degree
Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
#LI-AM4
$63k-102k yearly est. 15d ago
Sr. Program Finance Analyst
Aevex Aerospace 4.2
Finance consultant job in Murrieta, CA
This role is based in Murrieta and Solana Beach Hybrid. Murrieta 2 days a week and Solana Beach as needed.
The Sr. Program Finance Analyst supports program and project teams by providing advanced financial analysis, reporting, and forecasting to ensure effective cost management and compliance with contractual and corporate requirements. This role partners closely with program management, contracts, and operations to monitor financial performance, analyze variances, and support strategic decision making. The analyst ensures accurate and timely financial reporting throughout the program lifecycle.
Essential Functions
Develop and maintain program financial baselines including budgets, forecasts, and cost estimates.
Monitor and analyze program costs, revenue, and profitability against established budgets and forecasts.
Prepare regular financial reports for internal management and external customers, including variance analysis and corrective action recommendations.
Support program managers in developing Estimates at Completion (EACs) and ensuring cost and schedule alignment.
Track and forecast labor, material, and overhead costs to identify trends and potential risks.
Assist in the preparation of proposals and pricing, ensuring alignment with company financial policies and cost structures.
Ensure compliance with internal controls, government accounting standards (if applicable), and company financial procedures.
Coordinate with accounting, contracts, and operations to ensure accurate billing, revenue recognition, and funding status.
Support monthly and quarterly financial reviews, audits, and reporting requirements.
Identify opportunities for process improvements in financial reporting and program controls.
Provide mentorship to jr. level members of the team.
Perform other duties as assigned.
Standard Essential Functions
Regular and reliable attendance on a full-time basis [or in accordance with posted schedule].
Responsible for exhibiting professional behavior with both internal and external business associates that reflects positively on the company and is consistent with the company's policies and practices.
Embodies AEVEX's cultural values and aligns daily actions with department goals and company culture.
Qualifications and Competencies
Ability to obtain/maintain a Secret DoD clearance, U.S. Citizenship required.
Excellent analytical and problem-solving skills with high attention to detail.
Proficiency in Microsoft Excel and PowerPoint
Strong understanding of cost accounting, budgeting, and forecasting principles.
Excellent ability to communicate financial data clearly to non-financial stakeholders.
Excellent organizational skills and ability to manage multiple priorities.
Strong knowledge of FAR/DFARS and earned value management (EVM) principles a plus.
Education / Certifications
Bachelor's degree in Finance, Accounting, Business Administration, or related field.
Experience
4-6+ years of experience in financial analysis, program control, or project accounting
Experience in government contracting or manufacturing preferred.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties the employee is: Constantly required to sit, and to reach to use computers and other office equipment. For the purpose of this summary, occasionally is used to represent up to 1/3 of the time given to the work day, frequently represents 1/3 to 2/3 of the time and constantly represents 2/3 or more of the time.
AEVEX provides a reasonable range of compensation. Actual compensation is influenced by an array of factors including, but not limited to, skill set, level of experience, and specific location. The range of starting pay for this position is for the listed location only.
Salary Range$104,000-$125,000 USD
About AEVEX
AEVEX, headquartered in Solana Beach, California, supports the U.S. national security mission and partner nation needs around the world by providing full-spectrum aviation, remote sensing, and analysis solutions. The company's capabilities include custom design and engineering; rapid prototyping; sensor integration and sustainment; aircraft modification and certification; flight test instrumentation and support; mission operations service; advanced intelligence data processing, exploitation, and dissemination solutions; and tailored hardware and software mission-system tools. AEVEX uses agile and customized approaches to rapidly define, develop, and deliver specialized solutions for airborne special mission needs for the U.S. Government, partner nations, and commercial businesses. AEVEX has major offices in California, Florida, North Carolina, Ohio, and Virginia.
AEVEX provides a full suite of comprehensive benefits, including a 401(k)-retirement plan, comprehensive Medical, Dental, Vision, Disability and Life insurance group coverage with a portion of the premiums paid by the company, professional development funds, and an Employee Assistance Plan (EAP) with counseling, legal help, child and elder care support, among other benefits for qualified employees.
Equal Employment Opportunity:
AEVEX is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.
$104k-125k yearly Auto-Apply 15d ago
J.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area)
Jpmorganchase 4.8
Finance consultant job in Temecula, CA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$73k-132k yearly est. Auto-Apply 14d ago
Investment Analyst
San Manuel Casino 4.2
Finance consultant job in Highland, CA
Under the direction of the Director, Investment Strategies, the Investment Analyst performs analytical tasks on behalf of the enterprise investment portfolios and assists in analyzing investment managers and portfolios. Assists in the administration and analysis of investment portfolios managed by external investment managers. Develops and maintains the investment risk management-monitoring program, analyzes investment manager strategy and portfolio results, assists in the ongoing monitoring of managers, and performs asset allocation studies while is also the primary party responsible for data collection, management and analysis for the total portfolio, underlying investment managers, and general market research.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Assists in monitoring external public and private asset managers for investment performance, attribution, risk and opportunity set research; statistically compare investment managers on various metrics.
2. Assists in the research and analytics for quarterly Investment Strategies performance reports and prepares materials for monthly Investment Board meetings.
3. Helps prepare for (research, analysis) and participates in quarterly calls with current and prospective investment managers.
4. Assists in monitoring capital markets, creates asset class and market dashboards, and maintains knowledge of current market trends and practices.
5. Assist the CIO, Director, and/or Principal of Investments with research and analytical projects.
6. Performs other duties as assigned to support the efficient operation of the department.
EDUCATION, EXPERIENCE AND QUALIFICATIONS
Bachelor's degree is required prior to starting this position but is not required at the time of application.
Minimum of one (1) year assisting in the administration and management of an institutional investment portfolio is preferred.
Related, relevant, and/or direct experience may be considered in lieu of minimum educational requirements indicated above.
KNOWLEDGE, SKILLS AND ABILITIES (KSA)
Strong computer skills, including Microsoft's Office Suite (Excel, PowerPoint, and Word) is required.
Strong understanding of quantitative techniques including strong attention to detail and low tolerance for errors is required.
Ability to work proactively in a time-sensitive environment and handle confidential material is required.
Strong ability to learn and efficiently use web-based research systems (such as Bloomberg, Morningstar) are preferred.
Familiarity with basic financial calculations and statistical concepts, as well as a working understanding of financial statements is preferred.
Demonstrated interest in investing and global markets, economics, and investment management.
Strong analytical mindset with foundational understanding of economic, accounting, and corporate finance theories.
Strong research and problem-solving skills are essential.
Strong demonstrated written and oral communication skills.
Must have strong written and oral communications, including research and problem-solving skills.
Ability to handle multiple tasks simultaneously.
LICENSES, CERTIFICATIONS AND REGISTRATIONS
At the discretion of the San Manuel Tribal Gaming Commission, you may be required to obtain and maintain a gaming license.
Enrollment in a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) program is preferred.
No Driving Responsibilities: Role does not require a driver's license or insurance.
PHYSICAL REQUIREMENTS/ WORKING CONDITIONS - ENVIRONMENT
The physical demands and working environment described here are representative of those that an employee encounters and must be met by an employee to successfully perform the essential functions of this job.
Primary work environment is in a climate-controlled office setting.
Work requires travel to attend meetings, trade shows, and conferences.
Incumbents may be required to work evening, weekend and holiday shifts.
Must be able to work in a fast-paced, high-demand environment.
Strength sufficient to exert up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects and/or move up to 40 pounds occasionally.
Sedentary work: involves sitting most of the time. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
Physical activities that apply to the essential functions of the position are balancing, stooping, kneeling, crouching, reaching, pushing, pulling, lifting, grasping, talking, hearing, and repetitive motions.
Hearing sufficient to hear conversational levels in person, via videoconference and over the telephone.
Speech sufficient to make oneself heard and understood in person, in front of groups, in meetings, via videoconference and over the telephone.
Visual acuity that meets the requirements of the position: The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; expansive reading and visual inspection of employees, visitors or facility.
Mobility sufficient to safely move in an office environment, walk, stoop, bend and kneel, and enter, exit and operate a motor vehicle in the course of travel to promotional events, meetings, conferences, trade shows and San Manuel properties.
Endurance sufficient to sit, walk and stand for extended periods, and maintain efficiency throughout the entire work shift and during extended work hours.
The employee may be exposed to fumes or airborne particles including secondhand smoke.
Reasonable accommodation will be made in compliance with all applicable law.
As one of the largest private employers in the Inland Empire, San Manuel deeply cares about the future, growth and well-being of its employees. Join our team today!
$52k-82k yearly est. Auto-Apply 2d ago
Financial Advisor
Edward Jones 4.5
Finance consultant job in Hemet, CA
This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
+ Salary for the first five years as you begin to build your practice²
+ A firm-provided branch office in the community
+ Branch office support to help lighten the load so you can focus on your clients
+ A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
**You can also expect...**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A compensation package that includes opportunities for commissions, profit sharing and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
+ A culture of continuous improvement and professional development
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Compensation:**
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation (*********************************************************************************
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
**What characteristics would make you a successful financial advisor?**
+ An interest in financial services/markets and how they work
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Can you see yourself...**
+ Learning to be a financial advisor through our comprehensive training program?
+ Delivering personalized investment and financial solutions to your clients?
+ Taking ownership of your business's growth and success?
+ Meeting professional and personal objectives as they relate to building your practice?
+ Working in and positively impacting your local community?
**Skills/Requirements**
**Candidates should have at least one of the four qualifications bullets listed below:**
+ A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
+ Financial services and/or sales experience
+ Financial services registration, licensing, or certification
+ Professional and/or military career progression
**Licensing:**
+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
+ FINRA registrations required within three months. State insurance licenses will be required.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
\#LI-USFATA
$45k-100k yearly 37d ago
Financial Analyst - Corporate Development
Esri 4.4
Finance consultant job in Redlands, CA
The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs.
Join the team fully onsite at our stunning campus in Redlands, CA.
Responsibilities
Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis
Prepare presentations, reports, and documentation for department and corporate management
Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams
Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements
Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems
Maintain and update systems used to track acquisition activity and key information
Requirements
2+ years of prior experience or relevant experience
Experience with budgeting and planning methodologies and tools
Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables
High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines
Familiarity with accounting financial statements
Ability to work independently
Analytical and problem-solving skills
Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US
Bachelor's in Accounting, Finance, or in a related field
Recommended Qualifications
Experience working with SAP or other large ERP systems
Experience working with advanced reporting tools such as Power BI
Familiar with SQL and relational databases
#LI-JH2
$71k-95k yearly est. Auto-Apply 23d ago
Student Investment Analyst
San Manuel Indian Bingo & Casino 4.4
Finance consultant job in Highland, CA
Under the direction of the Director, Investment Strategies, the Student Investment Analyst will work closely with Investment Analysts to support existing investment processes as well as various team-directed research projects. Conducts asset-class and market research, asset allocation analysis, manager selection diligence and performance analysis, portfolio management activity and peer benchmarking. This role is immersed as a member of the investment team and will work on projects that are considered important to the ongoing success of the investment portfolio.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Helps conduct in-depth asset class analysis and reviews of go-forward opportunity sets.
2. Conducts research and analytical projects as determined by the CIO and Director of Investments.
3. Assists the Investment Analysts on researching priorities of the investment team.
4. Assist in various data aggregation and analysis involved in the ongoing monitoring of the investment portfolio across asset classes.
5. Assists in monitoring external public and private asset managers for investment performance, attribution, risk and opportunity set research; statistically compare investment managers on various metrics.
6. Helps prepare for (research, analysis) and participates in quarterly calls with current and prospective investment managers.
7. Participates in Ad hoc team projects with various relationship management databases and performance/portfolio management software systems such as eVestment, LP Analyst and Bloomberg.
8. Works collaboratively with team measured in part by team feedback on quantity and quality of work, proactivity in asking questions and following through Performs other duties as assigned to support the efficient operation of the department.
9. Performs other duties as assigned to support the efficient operation of the department.
EDUCATION, EXPERIENCE AND QUALIFICATIONS
* Must be enrolled in a four-year undergraduate BA/BS program.
* Must be rising senior, graduating in the following summer.
KNOWLEDGE, SKILLS AND ABILITIES (KSA)
* Demonstrated interest in investing and global markets, economics, and investment management.
* Strong analytical mindset with foundational understanding of economic, accounting, and corporate finance theories.
* Strong understanding of quantitative techniques.
* Strong research and problem-solving skills essential.
* Strong demonstrated leadership roles and capabilities.
* Strong demonstrated written and oral communication skills.
* Ability to work in a time-sensitive environment, be proactive, and able to handle confidential material a must.
* Critical skills include intellectual curiosity and drive, attention to detail, accuracy, accountability, organization, timeliness, and a proactive and collegial communication style.
* Proficient in handling multiple tasks simultaneously.
* Proficiency in Microsoft Excel, PowerPoint and Word.
LICENSES, CERTIFICATIONS AND REGISTRATIONS
* At the discretion of the San Manuel Tribal Gaming Commission, you may be required to obtain and maintain a gaming license.
* No Driving Responsibilities: Role does not require a driver's license or insurance.
PHYSICAL REQUIREMENTS/ WORKING CONDITIONS - ENVIRONMENT
The physical demands and working environment described here are representative of those that an employee encounters and must be met by an employee to successfully perform the essential functions of this job.
* Primary work environment is in a climate-controlled office setting.
* Work requires travel to attend meetings, trade shows, and conferences.
* Incumbents may be required to work evening, weekend and holiday shifts.
* Must be able to work in a fast-paced, high-demand environment.
* Strength sufficient to exert up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects and/or move up to 40 pounds occasionally.
* Sedentary work: involves sitting most of the time. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
* Physical activities that apply to the essential functions of the position are balancing, stooping, kneeling, crouching, reaching, pushing, pulling, lifting, grasping, talking, hearing, and repetitive motions.
* Hearing sufficient to hear conversational levels in person, via videoconference and over the telephone.
* Speech sufficient to make oneself heard and understood in person, in front of groups, in meetings, via videoconference and over the telephone.
* Visual acuity that meets the requirements of the position: The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; expansive reading and visual inspection of employees, visitors or facility.
* Mobility sufficient to safely move in an office environment, walk, stoop, bend and kneel, and enter, exit and operate a motor vehicle in the course of travel to promotional events, meetings, conferences, trade shows and San Manuel properties.
* Endurance sufficient to sit, walk and stand for extended periods, and maintain efficiency throughout the entire work shift and during extended work hours.
* The employee may be exposed to fumes or airborne particles including secondhand smoke.
Reasonable accommodation will be made in compliance with all applicable law.
As one of the largest private employers in the Inland Empire, San Manuel deeply cares about the future, growth and well-being of its employees. Join our team today!
$49k-87k yearly est. Auto-Apply 60d+ ago
Senior Financial Analyst
Prosites Corporate 4.6
Finance consultant job in Murrieta, CA
Full-time Description
As a Financial Reporting analyst, you will be accountable for the development of the annual operating budget and the associated tracking of performance against plan throughout the year. You will also develop and own revenue and expense forecast models for the company's various business lines. This position will work intimately with the executive leadership team in developing financial models for key strategic projects, reporting on weekly KPI's and provided analysis. You are also expected to work closely with Accounting, HR, IT, and Sales Operations to drive system and process improvements.
It is a requirement; you must live in Southern California and able to come into the Murrieta, CA office location hybrid, 3 days per week?
Essential Duties and Responsibilities: Budget/Forecast
•Review and develop annual budgets and targets along with follow-on forecasts on a quarterly basis
•Prepare and review financial variances between Actual/Budget/Forecast
•Reconcile transactions by comparing vs. budget, prior year, prior months, investigating variances and correcting data
•Provide information to management by compiling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
•Develop and refine key business metrics and drives robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions
•Provide user support and maintenance during annual budget cycle and quarterly forecast cycles
•Conduct presentations to management and department directors as needed
Key Performance Indicators
•Report monthly on margin and profitability metrics.
•Investigate variances vs. plan and meeting with department managers for input.
•Utilize SalesForce and ERP systems (SageIntacct), together with BI tools (Power Pivot and PowerBI) for consolidation of data and measuring interdependencies.
•Report on quarterly metrics to measure strategic initiatives and its effectiveness
Financial Modeling
•Develop complex financial models and present analytics to support Sales, Marketing, and R&D teams
•Assist in developing complex models that support the financial modeling related to potential Mergers & Acquisitions activity.
•Build analytical models that utilize both financial and non-financial data to forecast operating results, scenario modeling.
•Develop, interpret, and implement financial concepts for financial planning
•Prepare various industry and market analyses and benchmarking, as required
Requirements
Experience in financial modeling, business analysis, FP&A, business integration
Excellent MS Office skills, specifically MS Powerpoint and MS Excel (INDEX,VLOOKUP, PIVOT TABLES, NPV, IRR, DATA TABLE, WHAT-IF ANALYSIS)
Advanced experience working with a corporate budgeting process
Strong analytical and problem-solving skills
Good communication skills (verbal, written and listening).•Ability to switch from complex to routine tasks when required.
Experience using ERP systems, such as, SageIntacct, Oracle NetSuite, Cognos Financial Performance Management Software in a corporate environment.
Experience creating financial models, including use of database manipulation (e.g. Tableau, Power Pivot & Excel).
Minimum of 5 years of financial analyst experience in software-as-a-service, software, and/or other related technology industries preferred.
Prior cost accounting experience required.
Bachelor's degree in Finance/Accounting. CPA, ACA, CFA, MBA preferred
Salary Description $95,000-$105,000
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule:
• Monday - Fridays and rotating Saturdays
Required Qualifications:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Skills:
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
*****Please note this is a sourcing requisition there might not be an immediate opening for every location listed*****
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Hemet - 1687 E Florida Ave - HEMET BC (CA6165), US - CA - Lake Elsinore - 29987 Canyon Hills RD (CA6245), US - CA - Rancho Mirage - 71799 HIGHWAY 111 - RANCHO MIRAGE BC (CA0176) Pay and benefits information Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$70k-80k yearly Auto-Apply 11d ago
Analyst - Financial
NBS 4.5
Finance consultant job in Temecula, CA
Job Title: Analyst - Financial
Classification: Full Time, Exempt
Salary Range: $65,000 - $100,000
NBS has standard office hours of Monday through Friday 8 a.m. - 5 p.m. PST with the option to work a Compressed Work Week (9/80) schedule.
Summary:
NBS is currently seeking an Analyst - Financial in our District Management Consulting Group. This position will assist in the administration of Special Financing Districts including data management, financial analyses, calculation of taxes and assessments, and client services.
Essential functions:
Data Collection and Analysis: Gather, clean, and organize data from various sources, ensuring data is accurate and accessible for analysis. Conduct data validation and ensure the accuracy and completeness of data before analysis. Review and manage large datasets, ensuring consistency and integrity throughout the process. Effectively evaluate and interpret financial, accounting, and legal data. Perform regular audits to ensure data integrity and implement corrective actions when necessary.
Report Generation and Presentation: Compile findings into clear, well-organized reports and presentations for senior team members and clients. Use data visualization tools to present data in easily understandable formats such as dashboards, charts and graphs. Draft detailed written summaries to accompany reports, explaining methodologies, findings and recommendations. Review and cross-check reports to ensure consistency and quality across all deliverables.
Client Support: Develop and maintain professional relationships with clients and their assigned representatives. Provide timely data-driven responses to management and client inquiries during project phases. Assist in client meetings, offering insights or explanations regarding data findings and conclusions. Collaborate with senior team members to ensure client deliverables are met and align with project objectives.
Project Coordination and Management: Support the planning, execution, and delivery of consulting projects through tracking and managing assigned tasks, ensuring deadlines are met. Prepare and maintain project documentation and communicate project updates to team members and clients, ensuring alignment and transparency. Identify potential risks, or issues, and escalate them to senior team members for resolution.
Knowledge/Skills/Abilities:
Ability to learn how to analyze and interpret statutes and regulatory codes.
Establish and maintain effective client relationships.
Possess excellent organization skills and time management skills.
Advanced proficiency in Microsoft Office, specifically Excel.
Ability to analyze complex sets of data within various program platforms.
Excellent written and verbal communication skills.
Ability to identify and escalate issues beyond the current level of expertise.
Must display attention to detail and to be meticulous and accurate in handling large data sets.
Ability to adjust and manage competing priorities.
Education may vary; a degree in business, public administration, finance, or IT is preferred.
NBS Benefits:
We offer a full line of benefits including the following:
Employee Stock Ownership Program - 100% Employee Owned
401k Plan with a generous employer match
Medical and Dental Insurance coverage is paid in full for the employee.
Paid Vacation, Sick, Holidays, and Volunteer time.
Life insurance covering the employee in the sum of $100,000, is paid in full by NBS.
Short- and long-term disability insurance for the employee is paid in full by NBS.
About NBS:
NBS is a consulting firm helping communities fund tomorrow. We typically work directly for government agencies, such as cities, school districts, and special districts, but also consult with a variety of non-profit and private entities. In addition, NBS licenses its proprietary software, called D-FAST , to local government agencies nationwide. The primary office is in Temecula with a secondary office located in San Francisco. We are a 100% employee-owned company with roughly 55 employees. We have been in business since 1996 and have been growing consistently and responsibly ever since. We pride ourselves in what we do for our communities, as well as our great work environment, growth opportunities, personal and professional development, and excellent benefits.
$65k-100k yearly 60d+ ago
Senior Financial Analyst
Skorpios Technologies Inc. 4.5
Finance consultant job in Temecula, CA
Description:
Skorpios Technologies, Inc. is a leader in heterogeneous silicon photonic integration and semiconductor innovation. We are seeking to fill the role of a Senior Financial Analyst to join our finance team and support all aspects of financial planning and analysis (FP&A). This individual will play a critical role in budgeting, forecasting, operational modeling, and decision support for key stakeholders across the organization. The ideal candidate thrives in a fast-paced, collaborative environment and has experience in manufacturing or technology-driven businesses.
Responsibilities
Support all aspects of FP&A, with a focus on revenue and margin forecasting, headcount planning, and capital/operating expense forecasting.
Lead the annual and quarterly budgeting cycles by collaborating with executives and functional leads.
Partner with Sales and Marketing to create and drive the demand planning process.
Develop product costing, identify cost efficiencies, and help reduce variances.
Lead ROI and financial modeling for new products, initiatives, and strategic investments.
Prepare weekly, monthly, and quarterly financial reporting packages for senior leadership.
Provide actionable insights through detailed financial modeling and variance analysis.
Manage competing priorities and support ad-hoc analysis during dynamic business shifts.
Recommend and implement improvements to financial tools, processes, and automation.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the job. Duties, responsibilities, and activities may change at any time with or without notice at the discretion of the company.
Requirements:
Bachelor's degree in Finance, Accounting, Business, or a related field with a strong analytical foundation.
3-5 years of relevant experience in finance, accounting, or business analysis.
Experience in a semiconductor, manufacturing, or fast-paced tech environment strongly preferred.
Advanced degree (MBA) or professional certifications (CPA, CFA) preferred.
Solid understanding of P&L, standard costing, and operational finance principles.
Skills and Qualifications
High proficiency in Microsoft Excel and financial modeling.
Experience with ERP systems; NetSuite and BI tools (e.g., Power BI, Tableau) are a plus.
Strong interpersonal and communication skills to effectively collaborate across functions.
Highly detail-oriented and organized, with a proactive and problem-solving mindset.
Ability to work independently in a deadline-driven, high-growth environment.
Adaptable to supporting 24/7 manufacturing operations and occasional off-hours deadlines.
Compensation and Benefits
Skorpios embraces a Total Compensation philosophy that includes a base salary.
Paid Time Off: 128 hours PTO + California Sick Leave annually: 40 hours
We offer a comprehensive and competitive benefits package designed to support employee health, welfare, and retirement. Highlights include healthcare benefits, a 401(k) savings plan, and paid time off.
The actual starting base salary will be determined based on role-related criteria, including educational qualifications or equivalent experience, relevant work history, and the skills required for the role. This is not an exhaustive list, as some roles may demand unique skills or expertise.
Affirmative Action / Equal Employment Opportunity Statement
Skorpios Technologies is proud to be an Equal Opportunity and Affirmative Action Employer. We make all employment decisions based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, national origin, ancestry, age, physical or mental disability, medical condition, marital status, military or veteran status, genetic information, or any other protected category under federal, state, or local law.
We also comply with the Immigration Reform and Control Act and participate in E-Verify. Skorpios provides reasonable accommodations for applicants and employees with disabilities or sincerely held religious beliefs, in accordance with applicable law.
$78k-105k yearly est. 19d ago
Financial Analyst Sr
Manpowergroup 4.7
Finance consultant job in Temecula, CA
**Title:** Financial Analyst Sr **Duration:** 12 Months | 100% Onsite **Pay Range:** $40-$42 per hour (W2) We are seeking a **Financial Analyst Sr** to join one of our leading healthcare clients.
The Senior Financial Analyst will partner closely with Distribution Operations leadership to support budgeting, forecasting, financial reporting, and business performance analysis. This role plays a key part in driving financial insight, supporting strategic decision-making, and improving financial processes.
**Key Responsibilities**
+ Collaborate with distribution operations leadership to develop annual budgets and quarterly forecasts, including the Annual Plan and Latest Best Estimate (LBE).
+ Perform month-end close activities, including journal entries, variance analysis, and headcount (HC) reconciliation.
+ Prepare and deliver monthly financial statements and management reports.
+ Analyze financial results, identify key performance drivers, and provide insights to support business improvement initiatives.
+ Conduct regular financial reviews with business partners to communicate financial performance, risks, and opportunities.
+ Provide financial guidance and analytical support for capital expenditures and project requests.
+ Drive continuous process improvement by partnering with cross-functional teams to enhance and automate financial processes.
+ Deliver ad-hoc financial analyses to support complex business decisions and present findings and recommendations to site leadership and management.
**Qualifications**
+ Bachelor's degree in Finance, Accounting, or a related field.
+ Minimum of 3 years of experience in financial analysis, accounting, or a related role
**We are looking for the candidate who are eligible to work with any employers without sponsorship** .
If you're interested, please click **"Apply"** button.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
$40-42 hourly 37d ago
Client Advisor
Hello Mazda of Temecula
Finance consultant job in Temecula, CA
Job Description
Hello Auto Group has an immediate opening for a Sales Associate at our rapidly growing Mazda store in Temecula, California.
We're looking for an individual who feels passionate about customer service. Who wants to build long-term relationships with clients. And who believes the automotive sales experience can and should be fun, transparent, and straight forward.
We welcome applicants with prior automotive sales experience, but we would also love to talk to you if you're currently involved in sales or customer service in other fields. We pay a guaranteed hourly base salary plus bonuses.
Join a great team and build a career with us!
A little bit about us...
We are a locally owned and operated dealership group.
Our pricing is clear, transparent, and straightforward.
If you've sold cars before and hate practices such as selling over MSRP, hitting customers with unexpected addendums etc…so do we!
Our client advisors are professionally trained to help customers find the right vehicle, consult with them on leasing and financing, and present solutions to protect their purchase.
We close Sundays for better work life balance for our team.
We donate $25 from each car sale and $1 for each car serviced and give it back those in need in the local communities. We also offer our staff two paid days off to volunteer to some of the great causes we support.
Compensation Elements
Guaranteed base hourly pay above industry standard.
Additional commission based on vehicle sales, customer experience ratings and finance sales.
We pay 75% of your base medical coverage (value of over $3000 / year)
All of the following, paid at your effective rate - including bonuses and commission earned in the prior 90 days:
2 weeks paid vacation
5 paid holidays each year.
6 paid sick days each year(twice the California required sick time!)
3 paid bereavement days each year.
2 paid volunteer days each year.
Free basic life insurance.
We contribute to your 401K retirement savings plan - for every 6% you save, we add another 3% - (at $120K annual earnings, we contribute $3,600 to your 401K)
Extremely competitive employee purchase program - big savings on cars, parts and service.
We believe that happy employees make happy customers. So we provide great benefits, and we are closed on Sundays so our employees can enjoy weekend time with their families.
What We're Looking For:
Phenomenal communication skills with customers and coworkers alike
Team player
Outgoing personality who loves to interact and create relationships.
Lifelong learner mindset - driven to learn about new products, features, tools and processes.
Good presenter, able to share knowledge and information in an engaging manner.
Sales acumen
Available to work flexible hours and Saturdays.
Clean driving record and valid driver's license
What You'll Be Doing:
Build relationships with customers from the moment they inquire with us
Provide information on the vehicle, pricing, and options - both online, on the phone, and in person
Set showroom and test drive appointments!
Exhibit consultative selling skills. Assist customers in selecting a vehicle by asking questions and listening carefully to their responses.
Continuously develop product and sales acumen to become the vehicle authority. Know the ins and outs of products, packages, and the latest technologies.
Perform high-quality, professional demonstrations of vehicles and financial products
Learn to overcome objections and thrive within sales situations
Follow-up with buyers to ensure successful referral business and build customers for life
Hello Auto Group in the News:
Click here to read about how we leverage the power of technology to elevate our showroom experience.
Hello Auto Group's unique business model was featured in this Signal article in 2020.
Our San Diego General Manager, Idaliz Maldonado, was interviewed by CBS News in 2022. She was also one of Automotive News "40 under 40"!
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$120k yearly 7d ago
Cost Analyst
Clayton Homes 3.9
Finance consultant job in Perris, CA
Clayton is a leading single-family, values-driven home builder dedicated to attainable housing, sustainable practices and creating a world-class experience for customers and team members. Our company portfolio includes a broad offering of attainable housing, and as a vertically integrated home builder, we are uniquely positioned to serve customers through every stage of the homeownership journey - building, selling, financing, and insuring homes. From entry-level to more experienced positions, we're actively recruiting individuals who are passionate, positive, and eager to learn. We then equip you for success, whether you're in the office, in the field, or on the floor. As a member of our team you'll enjoy excellent benefits, opportunities for growth, and an encouraging culture that supports work / life balance.
Cost Analyst
Job Profile: JP00264
Pay: $70,304
Position Summary: The Cost Analyst will identify plant and cost department problems and will develop and implement improvement solutions. Cost Analyst will work with plant management to determine and resolve plant processes, take a leadership role on plant teams and will participate in plant and cost department projects. The Cost Analyst will have a thorough knowledge of cost systems and will perform analysis of cost data to prevent and resolve production and inventory issues.
Duties / Responsibilities:
• Develop and maintain accurate Bills of Materials for each model and each Option produced in their plant. Accomplished by:
Prototyping of new models and options
Re-audits of existing models and options.
Category Audits.
Like model comparisons.
Observe established costing policies and procedures
Complete training programs as provided
Participate in Oracle ERP implementation initiatives
• Print the Daily Production Report, distribute, and review for margin irregularities.
• Monitor the Engineering Change Requests (ECR) and respond to all necessary ECR's Immediately. This will include providing cost impact to the ECN, if necessary.
• Provide cost where applicable for Sales Change and respond to all applicable Sales Change Requests (SCRs) immediately. This will include reviewing the applicable Production Work Orders (PWO) to ensure the correct cost detail is provided.
• Attend daily and/or weekly staff & order read meetings. At these meetings communicate Damaged Material Report (DMR) issues, discrepancy issues from audits, inventory preparation, plant material issues, etc.
• Modify any BOMs as required by authorized ECRs immediately. Communicate necessary changes with the plant buyer and plant management. Changes to the BOM are necessary to make sure inventory is relieved properly.
• Provide cost detail for any necessary options or projects as required.
• Audit one ceiling per week for foam seal usage. Calculate the cost per LF and report results to the appropriate personnel.
• Attend required plant meetings (e.g. employee meetings, quality team meetings, etc.)
• Audit at least two models per month - Prototypes and/or Re-Audits.
• Cost any necessary options that may be required for a Prototype BOM. These are sometimes required due to the urgency of developing pricing information or to set up information for purchasing.
• Review ECRs for start dates
• If you need to make changes to the cost of base units or options for homes, after they come offline, but before the month-end closing date, the home can be re-yarded to record the true or revised cost.
• Key damaged materials reported (DMR) by the plant into the system. Investigate any unusual, reported quantities and forward to the plant buyer.
• Review the changes that were made to the base BOM during the month. This report (Detailed BOM Analysis) is available from the Plant accountant. Note: You must justify any changes made to a base BOM with a cost impact of +/- $10.00
• At month end the Plant Analyst should review the ECR file to make sure the ECRs approved for the plant during the month have been incorporated into the Bills of Material and options, when applicable.
• Prepare facility for physical inventory
• Direct involvement in conducting physical inventory
• Review and reconcile physical inventory
• Counting work in process material, work up official report
• Other duties as assigned.
Qualifications:
• Four-year degree in business related field
• Three to five years of experience in costing in a manufacturing environment, preferred
• Must have excellent mathematical skills
• Great attention to details, organizational and analytical skills.
• Ability to work independently or in a team environment
• Motivated to pursue improvement
• Demonstrates initiative and assertiveness
• Able to communicate positively and clearly with peers, managers, and internal customers
• Expert knowledge in MS Office software, including Excel
• Knowledge of Oracle, ERP systems preferred
Physical Requirements:
• Must be able to lift and carry up to 50 lbs.
• Work may require stooping, bending, crouching, crawling, pushing, and / or pulling
• Must be able to communicate with others via phone, email, and in person. Must be able to exchange accurate information with others.
• Work environment is not temperature controlled and may result in exposure to extreme temperatures.
• Work primarily involves sitting / standing, up to 4 hours at a time.
Why Clayton?
Full-time team members have the flexibility to create their own health, dental, and vision benefits package. Clayton provides competitive 401K programs, including investment options and company matching for full and part time team members after one year to help our team members achieve their financial goals. Additional benefits include paid parental leave, tuition reimbursement, Employee Assistance Programs, and more.
As part of Clayton's commitment to Opening Doors to a Better Life, Clayton is now providing paid time for Team Members to volunteer to causes that are meaningful to them through the Clayton Impact program.
At Clayton, we encourage holistic wellness with physical, nutritional, social, financial, spiritual and occupational programs available online or in-person for team members.
Clayton is committed to creating an inclusive workplace. Clayton is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Business Unit - B00018
Clayton Manufacturing
$70.3k yearly Auto-Apply 34d ago
Analyst - Financial Planning
Morongo Casino Resort Spa 4.6
Finance consultant job in Cabazon, CA
Job Description
The Financial Planning Analyst supports Morongo Casino Resort & Spa's financial decision-making through detailed data analysis and business reporting. Under the supervision of the Manager of Financial Planning & Analysis, this role is responsible for retrieving, organizing, and analyzing operational and financial data using query tools and Excel. The Analyst delivers actionable insights and collaborates across departments to improve performance and support strategic initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Extracts and analyzes data from AS400 and Oracle using Tableau and other querying tools to support financial reporting needs.
Prepares financial reports, dashboards, and performance metrics as directed by the Manager of Financial Planning & Analysis.
Assists in the creation and delivery of presentations that communicate trends, forecasts, and business insights.
Ensures data accuracy, consistency, and integrity in all analysis and reporting deliverables.
Partners with internal departments to collect relevant data and identify areas of improvement to enhance financial performance.
Develops and distributes ad hoc reports for special projects or operational reviews.
Maintains working knowledge of core business and financial principles, including profit/loss, variance analysis, and trend recognition.
Performs other duties as assigned to support the overall success of the Financial Planning & Analysis function.
SUPERVISORY RESPONSIBILITIES:
This position does not have direct supervisory responsibilities but may provide guidance or support to other team members.
QUALIFICATIONS:
Knowledgeable in the safe use of cleaning chemicals and custodial equipment.
Demonstrates strong interpersonal communication and professional behavior with guests and coworkers.
Displays sound judgment, reliability, and integrity in daily responsibilities.
Committed to delivering exceptional guest service in a clean and well-maintained environment.
EDUCATION and/or EXPERIENCE:
Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
Minimum of 2 years of experience in financial planning and analysis, budgeting, or related finance roles.
Strong analytical and quantitative skills with experience in financial modeling, forecasting, and variance analysis.
Skilled in SQL and relational database design; with advanced use of data visualization platforms including Tableau, Power BI, and Cognos.
Proficiency in Excel and financial reporting tools; experience with ERP systems (e.g., Oracle, SAP, UKG Pro, or similar) preferred.
Familiarity with key financial metrics and performance indicators.
Experience in a high-volume, fast-paced environment or hospitality/gaming industry preferred.
LICENSES, CERTIFICATES, REGISTRATIONS:
Must have successfully completed a background check and obtained a gaming license issued by the Morongo Gaming Agency, as required.
LANGUAGE SKILLS:
Must be able to read and interpret documents in English, such as instructions, guidelines, policies, and procedures. Must also be able to communicate clearly and effectively with team members, management, and guests.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
Communication Skills: Must be able to communicate clearly and effectively in person, by phone, and in group settings.
Lifting and Carrying: Occasionally lifts documents, equipment, or supplies weighing up to 25 pounds.
Manual Dexterity: Frequently uses hands to operate a computer, calculator, and other standard office equipment.
Mobility: Occasionally moves throughout the property and between departments for meetings and operational support.
Stationary Work: Frequently remains seated at a desk or computer workstation for extended periods.
Tool Operation: Regular use of computers, software applications, and standard office equipment.
Visual Acuity: Requires close vision, depth perception, and the ability to adjust focus while reviewing data and documents.
Working Conditions: Regularly works in both office and casino environments, with exposure to moderate to high noise levels and a smoking environment.
WORK ENVIRONMENT:
This is a dynamic, fast-paced environment that requires the ability to adapt and perform under pressure. The casino operates with moderate to loud noise levels and is a smoking environment, requiring team members to work comfortably in these conditions.
WORKING HOURS:
Morongo Casino Resort & Spa operates 24 hours a day, 365 days a year; therefore, flexibility in scheduling is essential. Team members must be available to work shifts that may include evenings, weekends, holidays, and special events. Schedules are subject to change based on business needs and may include overtime, as well as work on both weekdays and weekends.
EQUAL EMPLOYMENT OPPORTUNITY (EEO) AND INDIAN PREFERENCE:
Morongo Casino Resort & Spa is an Equal Opportunity Employer and gives hiring preference to qualified Native Americans as allowed by law. We consider all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, age, disability, veteran status, or national origin.
We provide reasonable accommodations to qualified individuals with disabilities as required by the ADA. If you need help or an accommodation during the hiring process, please contact Human Resources.
$63k-83k yearly est. 4d ago
Planning & Financial Analyst II - Travel Center Operations
Twenty-Nine Palms Band of Mission Indians
Finance consultant job in Coachella, CA
This position is responsible for supporting strategic and operational decision making across the retail and fuel business by delivering insightful financial analysis, reporting, and forecasting with a focus on fuel and merchandise sales performance, margin trends, operational costs, and other key metrics across multiple retail sites. The Analyst collaborates closely with operations, accounting, pricing, and procurement teams to identify performance drivers and recommend actions that improve profitability and efficiency. In addition, we strive to deliver our Five Star Experience to Guests and fellow Team Members. This includes being committed to our Service Promise: We are the Twenty-Nine Palms Band of Mission Indians Team, where your experience is our top priority. Every person and detail matters.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Provide outstanding customer service to guests and all other employees by exceeding our mission statement.
Deliver our Five Star Experience to Guests and all Team Members by embodying our Mission Statement and Service Promise while adhering to department service standards. This entails consistency performing our service expectations of: Welcoming, Proactive, Seamless, Personalized and Valued.
Coordinates with all levels of management to gather, analyze, summarize and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements and operating forecasts.
Develop and maintain financial models for fuel pricing, store profitability, and cost analysis.
Assists in the annual development of the forecasting and budgeting process and other business initiatives.
Analyzes financial information to determine present and future financial performance and identifies trends and recommends improvements accordingly.
Prepares a standard set of analytical reports, including ratio analysis, key metrics at month-end.
Provide statistical and analytical support in the development, implementation and evaluation of all operational department programs as assigned.
Provides analysis of labor and key business indicators and provide recommendations for efficiency.
Researches and prepares economic and statistical reports on subjects such as rate of return, depreciation, cash flow, profit margins, etc.
Provides analytical support for new site openings, capital investments, and other strategic initiatives.
Analyzes contracts or other financial obligations of the Travel Center to ensure favorable agreement terms.
Develop decision models and reporting to help with decision making.
Partner with all levels of management on key business drivers to identify potential opportunities and risk.
Conducts ad hoc, cost/benefit analysis and/or breakeven analysis for various projects assigned.
Strong attention to detail with continuous improvement.
Maintain positive working relationships.
Ensure compliance with all Minimum Internal Control Standards (MICS) as well as all Tribal Internal Control Standards (TICS).
Present a positive image of the Tribal organization to its guests and vendors and to assist them as required.
Must follow all safety policies and procedures and attend all scheduled safety meetings and training as a condition of employment.
Perform any other duties that may be assigned from time to time.
WORKING CULTURE ENVIRONMENT:
Ability to plan workload and manage multiple projects with competing priorities
Ability to work with a high level of independence and or with related departmental Team members.
Strong attention to detail with continuous improvement
Advanced analytical skills and ability to support business decision making using quantitative analysis
Excellent communication skills both verbal and written.
Effective communicator in framing and presenting a concept or hypotheses
Proven analytical and organizational skills to meet deadlines in an environment of often-changing priorities.
Highly driven and self-motivated, with an entrepreneurial spirit. Ability to flourish in a multi-cultural environment.
ADVANCED RESPONSIBILITIES & TOOLS
Basic knowledge of Microsoft 365, Oracle, SQL, and working knowledge of Power Business Intelligence tools is an asset or related query tools.
Collaborates with appropriate staff to gather input and feedback concerning system needs.
Resolves issues and problems related to system platforms.
Maintains or assists with maintenance of accounting information systems.
Reviews complex financial accounting work processes, systems, and procedures for efficient workflow and conformity with accounting principles.
Analyzes system design alternatives and identifies potential improvements to existing systems and processes.
Administers and improves the company's corporate financial model including the company's cash and liquidity forecast
Ability to plan workload and manage multiple projects with competing priorities
OTHER REQUIRED SKILLS/ABILITIES:
Thorough understanding of generally accepted accounting principles (GAAP).
Thorough understanding of generally accepted auditing standards (GAAS).
Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in computer and database development.
SUPERVISORY RESPONSIBILITIES:
This job does not require supervisory duties.
Qualifications
EDUCATION AND EXPERIENCE (MUST BE DOCUMENTED):
Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
Minimum two (2) to four (4) years of experience as a Financial Analyst, preferably in the retail, fuel, or convenience store industry.
Proficiency with Gilbarco Passport and Comdata Smart Desk preferred.
Minimum two (2) years of experience using SSCS back office is required.
Experience with downstream fuel, retail fuel, or convenience store operations strongly preferred.
CERTIFICATION, LICENSES AND ANY ADDITIONAL REQUIREMENTS:
Must pass periodic random drug screens.
Must be able to pass background suitability investigation.
Must obtain a Tribal Gaming License.
Must obtain all other applicable certifications and licenses.
Must provide proof of eligibility to work in the United States within 72 hours of employment.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk and hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use upper extremities, including but not limited to, hands and fingers to handle, or feel; reach with hands and arms. They may be occasionally required to climb or balance, stoop, bend, push, pull, twist, kneel, crouch, or crawl. The employee must occasionally lift up to 25 pounds and/or push, pull up to 50 pounds. The employee is occasionally required use repetitive movements to complete tasks. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Employee may be occasionally required to work in low light conditions, and may be exposed to loud noise for extended periods.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Multiple locations.
Some enterprises are open 24 hours per day, 7 days per week; therefore, you must be flexible to work any and all hours.
Must be available for emergency calls 27/7.
Must be available to work weekend and holidays.
Some enterprises are gaming facilities.
Some enterprises are not a smoke-free environment.
Surveillance cameras and audio equipment monitor the premises recording activity throughout most of the facilities on 24 hours per day, 7 days per week basis.
INDIAN PREFERENCE ACT:
The Twenty-Nine Palms Band of Mission Indians has a resolution on file with Human Resources to ensure that Indian Preference will be adhered to in the following order in accordance with IPA:
1. Tribal Members
2. Other Native Americans
3. All other ethnic groups
$62k-107k yearly est. 12d ago
Financial Analyst
Family Services Association 3.9
Finance consultant job in Moreno Valley, CA
Financial Analyst
Essential Job Duties and Responsibilities
The essential functions include, but are not limited to the following:
· Budget Development & Monitoring
o Assist in preparation, monitoring, and management of annual budgets for all child development centers.
o Incorporate enrollment forecasts, staffing plans, and operational needs into budget projections.
o Track budget variances and recommend corrective actions.
· Financial Reporting & Compliance
o Prepare monthly and quarterly financial reports for CDC leadership, Board of Directors, and external funders.
o Ensure compliance with state, federal, and grantor financial requirements, including Child Development Grants (CDG), Head Start, and other funding sources.
o Maintain accurate records for audits and funding reviews.
· Data Analysis & Forecasting
o Analyze tuition revenue, subsidy reimbursements, staffing costs, and program expenses.
o Prepare enrollment-based financial projections and long-term scenario analyses.
o Conduct cost-benefit analyses of programs, services, and proposed initiatives.
· Billing & Contracts Collaboration
o Partner with the Billing and Contracts team to reconcile tuition, subsidy reimbursements, and program funding streams.
o Monitor contract billing activity to ensure accuracy, timeliness, and compliance with funder requirements.
o Support contract review processes by providing cost analyses and expenditure reports.
o Assist in the development of financial systems and procedures to improve billing efficiency and revenue tracking.
· Grant & Contract Support
o Assist with fiscal management of child development grants and contracts.
o Monitor expenditures to ensure allowable costs and compliance with funding terms.
o Collaborate with grant writers and program staff to prepare budgets for proposals.
· Operational Support o Provide financial guidance to site directors and program managers.
o Support payroll allocations, cost allocations, and fee-for-service analysis. o Evaluate program efficiency and profitability using cost accounting method
Minimum Qualifications:
o Bachelor's degree in accounting, Finance, Business Administration, or related field required.
o At least 2 years of related financial analysis experience, preferably in nonprofit, education, or child development programs.
o Thorough understanding of GAAP, audit standards, and budgetary controls.
o Strong knowledge of grant funding compliance and cost allocation principles.
o Advanced proficiency with Microsoft Excel, accounting software, and database management.
o Excellent organizational skills, attention to detail, and ability to meet deadlines.
o Strong communication skills, with the ability to present financial data to non-financial audiences.
o Bilingual English/Spanish (preferred). o Ability to maintain confidentiality (required).
o Must pass background check, fingerprint clearance, and drug test.
o Valid California driver's license and proof of auto insurance.
Physical & Mental Demands:
o Ability to sit and work at a computer for long periods of time.
o Ability to stay focused with many interruptions.
o Ability to multi-task
o Daily work with files and documentation
o Ability to lift and carry up to 20 lbs.
o Mobility to file cabinets throughout the day
o Ability to remain professional under pressure.
o Ability to deal with many different personalities.
o Flexible schedule when required to meet legitimate business needs
Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. FSA is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
How much does a finance consultant earn in Cathedral City, CA?
The average finance consultant in Cathedral City, CA earns between $54,000 and $123,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Cathedral City, CA