Finance Consultant Jobs in Murrieta, CA

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices in California (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA ), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm. Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors: Marketing & Business Development - We generate the leads so that our Advisors don't have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as, Your Money, Your Wealth television, radio, and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals. Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life - We take a deep and PURE dive into planning. Investment Management - Pure's trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc. Operations and Client Services - We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's “to-do” list! Unparalleled Professional Development - Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team. Requirements: Pure's financial planners generally are required to be CERTIFIED FINANCIAL PLANNER™ professionals (CFP ), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA ), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF ) credential to show a commitment to the fiduciary standard. Ability to assess a prospective client's needs and their financial goals. A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management. Effective with communication skills. Ability to deliver comprehensive financial plans to clients. Previous experience teaching classes or presenting is a plus Additional Details: Salaried position + Benefits Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved. Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release. Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy. Interested? We are looking for high-quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies that will adhere to fiduciary standards and act in the best interest of our clients.

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! BML Wealth Management in Irvine, CA is seeking to add a Financial Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, client relationship building and participation in public seminars. Tired of prospecting? Join a firm where the families come to you! NO COLD-CALLING! Minimum Requirements: Bachelor's degree preferred 3-5 years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred This position requires you possess the following skills: Strong relationship-building and communication abilities Expertise in financial planning and strategy development Commitment to following structured processes and ensuring compliance Excellent organizational and time management skills Strong Initiative Proficiency with financial tools and CRM systems Responsibilities: Engage with warm leads provided by our marketing efforts, establishing trust and credibility Conduct financial consultations to assess client needs, goals, and objectives Develop and present customized financial plans, ensuring alignment with client priorities Follow a consistent advising process to ensure compliance, accuracy, and efficiency Maintain ongoing client relationships through regular communication and portfolio reviews Stay updated on financial products, market trends, and regulatory changes Collaborate with internal teams to enhance the overall client experience Compensation: For the first 3-6 months, the salary will be $5k-$10K per month (BOE). After that, it will be W2 commissions + advisory fees Benefits: 401k after 1 year Medical, Dental, Vision - after 90 days PTO Hours: Monday-Friday, 8:30am-5:30pm or 9am - 6pm In office days are Tuesday-Thursday, Monday and Friday are remote Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

The Sr Manager FP&A Manager will play a key role in the controlling team, managing key financial processes across budgeting, forecasting, reporting, and financial analysis. This person will lead a team of two and will be responsible for financial planning, process improvement, and supporting senior management in strategic decision-making. The position involves collaborating with cross-functional teams to ensure accurate financial reporting and implementing best practices in financial analysis and modeling. Key Responsibilities: Financial Planning & Budgeting: Lead the annual budgeting process, collaborating with department heads. Develop financial models and analyze variances between actual and budgeted performance. Prepare forecasts and financial projections to support strategic decision-making. Financial Reporting: Prepare and present financial reports for senior management and stakeholders. Ensure compliance with accounting standards and regulatory requirements. Business Partnering: Build strong relationships with cross-functional teams and key stakeholders. Provide actionable financial insights to support commercial functions (sales, marketing, product management). Develop financial acumen for non-financial stakeholders through training and coaching. Process Improvement: Continuously evaluate and enhance financial planning and reporting processes. Identify opportunities for cost savings or revenue enhancement through process optimization. Team Leadership: Manage and provide guidance to a team of 2 staff members. Conduct performance evaluations and foster professional development within the team. Key Skills and Experience: Education: Master's degree in Finance, Accounting, Business Administration, or a related field; CPA preferred. Experience: 8-10 years in finance or commercial finance roles, with 5+ years in leadership or management capacity. Proven experience in financial analysis, business partnering, and leading budgeting/forecasting processes. Experience with ERP systems (SAP preferred). Expertise in financial modeling, forecasting, and profitability analysis. Skills: Strong business acumen with the ability to provide actionable financial insights. Excellent leadership, communication, and presentation skills. Ability to manage competing priorities in a fast-paced environment.

APPLICANTS MUST LIVE LOCALLY IN ORANGE COUNTY, CA. IF YOU APPLY FROM OUTSIDE THE AREA, UNFORTUNATELY YOU CANNOT BE CONSIDERED. EVERYONE WOULD BENEFIT FROM KNOWING MORE ABOUT WHAT TO EXPECT WHEN SUBMITTING RESUMES. WE APOLOGIZE THAT YOU CAN'T BE CONSIDERED FOR THIS ROLE BUT DO SINCERELY WISH YOU LUCK AND SUCCESS IN YOUR SEARCH. Principal Financial Analyst Work for a company that cares about people: cares about how employees are connected to the company as well as the community and how they can play a valuable role in impacting both. Established, profitable, growing and forward thinking multi billion dollar consumer focused company. Conducts business throughout the world and is experiencing hyper growth both organically and through acquisition. Currently looking for a highly experienced senior financial planning analyst to strategically enhance the finance department and work closely with the Director of Financial Planning and Analysis. Working directly with internal customers, business leaders and the Executive Team, the Principal Financial Analyst will work on the full P&L and add measurable value to the company. He or she will cover a broad range of duties supporting operations and finance. Will assist in driving the performance of the company in a broad range of operational and strategic areas. Responsibilities include: As a business partner, the candidate will provide decision support, leadership, forward looking insight and visibility of performance metrics. The successful candidate will be accountable for the following key duties and responsibilities: · Lead the strategic planning process, annual budgeting and drive forecasts that identify variances to plan along with risks and opportunities. · Deliver on-going reporting, analytics and insight on metrics to benchmark progress against targets and strategies. · Drive meaningful action to optimize results by providing visibility to performance versus expectations. · Analyze data to derive insights into strategies and trends by leveraging both quantitative and qualitative analysis. · Maintain a strong control environment while helping the company to be nimble and efficient in decision making. · Partner within the team and business to analyze performance and deliver results in excess of expectations. · Enhance finance processes and challenge existing assumptions. · Create what-if business scenarios to analyze potential outcomes from strategic analysis. · Develop tools that can be used to respond to key questions and changes. More: The company is looking for someone who has the ability to be promoted and take on new or additional responsibilities. Performers who have regularly exceeded their current employers expectations are encouraged to apply and are regularly rewarded through promotion from within. Requirements: · Bachelor's degree in Accounting or Finance; MBA a plus. · 5-10 years of progressive financial experience in a corporate environment with previous work leading an operating company's financial analysis, budgeting and forecasting. · Previous financial planning/analysis and financial modeling skills required; use of state of the art Business Intelligence tools such as Tableau or PowerBI a plus. · Strong initiative required to solve problems in a team oriented environment. · Broad knowledge of business case analysis, KPI's, dashboard reporting and revenue/expense/capital analysis. · Excellent written and verbal skills required · Strong interpersonal skills required · Proven ability to provide strategic direction for business units · Advanced expertise with MS Excel required. Thank you for your interest!

*hybrid - onsite in Irvine 3 days per week* Must-haves - 2-5+ years of experience in investment banking, management consulting, and/or M&A - Bachelor's degree required - Proven strong numerical and analytical skills. - Excellent teamwork and team leadership skills. - Strong communication and interpersonal skills. - Project and time management ability. Plusses - Experience working in a large investment management firm -Experience working with PowerBI, Tableau and data visualization Day-to-Day This individual is expected to have deep industry expertise while providing strategic initiatives with internal stakeholders. They will be responsible for informing strategic product development. This may include evaluating existing products as well as assessing new business development opportunities. This person will also be responsible for building business cases to launch new products and initiatives. Additionally, they will develop long term strategies for business units. They will also be responsible for compiling data, producing presentations, and completing reports/analyses.

****PERMANENT RESIDENTS/US CITIZENS ONLY**** ***CALIFORNIA APPLICANTS ONLY*** Eagle Strategies LLC, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser based in Newport Beach, CA. We offer a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. Our Advisors can also provide risk protection products such as life insurance, long-term care insurance, and annuities. We believe in creating tailored financial strategies to help clients achieve their unique financial goals. Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359 Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.4 About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of people protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

David Taussig & Associates, Inc. (“DTA”) currently has an available open Associate position with our PACE Team working in a hybrid environment and reporting to management in our Irvine office. This position is ideal for a finance professional with two to three years of experience and an interest in public finance who has a desire to develop a long-lasting, rewarding career with an industry leader. Candidate must reside in Orange County. Responsibilities will increase and include other tasks as the candidate gains experience in the position. About DTA DTA is a public finance and urban economics consulting firm with its corporate offices in Irvine, California, Dallas, Texas, Raleigh, North Carolina, and Tampa, Florida. We specialize in municipal infrastructure, public services finance, and land development economics. DTA provides consulting services to both public and private sector clients throughout California and fifteen (15) other states, including clients in Arizona, Colorado, Florida, Hawaii, Idaho, Illinois, Missouri, Montana, Nevada, New Mexico, North Carolina, South Carolina, Texas, Utah, and Washington. Notably, DTA has been a pioneer in the implementation of new municipal finance techniques to fund public infrastructure and municipal services on behalf of both municipalities and real estate developers. We have been recognized as an innovator in the use of analytical methods and modeling approaches that are now considered state of the art within the industry. More information on DTA can be found on our website at ******************* Duties and Responsibilities Conduct data research and analysis and support senior staff in the implementation of projects related to municipal finance district formation and administration. These projects include: · The annual administration and management of property tax levies; · Other research tasks, as necessary, for specific projects. · The work to be assigned to the selected applicant will include the following: · Perform data research and entry; · Conduct field research; · Prepare spreadsheet models; · Develop data/tables into comprehensive reports; · Evaluate data for trends and communicate results; · Communicate with clients both verbally and through written correspondence; · Respond to property owner phone calls; and · Conducts other duties as assigned. The work to be assigned to the selected applicant will include the following: Perform data research and entry; Update spreadsheets; Prepare and enter data/tables into comprehensive reports; Respond to property owner phone calls; and Conducts other duties as assigned. Required Skills · Bachelor's degree with a minimum of a 3.3 GPA. · Two - three years of experience in financial or economic analyses or urban planning (preferable, but not required). · Strong academic performance with an emphasis in economics, mathematics, finance, business, urban planning, statistics, or another quantitative field. · Strong analytical and statistical analysis capabilities, including attention to detail. · Advanced computer skills, including Word and Excel. Database application experience is a plus. · Excellent communication skills, both written and verbal. · Ability to quickly grasp new concepts. · Ability to meet project commitments under tight deadlines in a fast-paced, demanding environment. Please provide a resume, cover letter, and writing sample to *******************. A skills assessment may be requested. DTA is an Equal Employment Opportunity Employer. No relocation subsidies or visa sponsorship will be offered.

Capstone Partners is looking for an experienced Independent Financial Advisor, who is comprehensive in nature (S7, SIE, L&H), to add to our growing firm. The ideal candidate will be entrepreneurial in spirit, team oriented, and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to help you build a successful financial practice by creating financial plans that are more strategic relationship centered vs product placement transaction. Life is about connecting people to their purpose, reach out: Calendly.com/Rachyll OR RTenny@capstone.financial Responsibilities Provide financial planning to building a clientele of book of business. Provide options in risk and investment portfolios to cultivate client relationships, long term. Prepare and Present financial plans Support and aid in collaboration and joint work with Sr. Advisors and New Advisors within the firm. Qualifications Bachelor's degree or higher 5+ years of industry experience, sales - customer relations. Strong understanding of the investment business with comprehensive planning Excellent interpersonal skills Entrepreneurial spirit with a drive for results - self accountability.

Financial Advisors at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: Build-Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits 1st Year Incentive Package Accelerated Commission Structure Renewable Income Formalized Bonus Program Expense Allowance Reimbursement for insurance licensing, SIE, Series 7, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: Bachelor's Degree Experience building meaningful relationships Interpersonal skills for success in client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship About Us For nearly 170 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: Fortune 100 company Forbes' Best Employers for Diversity Top 10 US Independent Broker-Dealers #1 Amongst Life Insurers Most Admired Companies for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index $224 billion (retail investment client assets held or managed)

Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. We're hiring entrepreneurial people to grow with us. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you. As a Thrivent financial advisor, you'll: Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits. Build genuine, long-term relationships based on shared values and goals. Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources. Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. Have the flexibility to control your schedule, allowing for work-life balance. Desired Characteristics Our culture and our people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. Whether you're a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you're: Self-motivated, independent and driven to succeed. Motivated by helping others. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Requirements Attainment of FINRA SIE within 90 days of hire/transfer (licensed role only). Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through commission and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Unique perks like pension, 401(k) and retiree medical plans. Ongoing access to training and opportunity for professional growth. Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thriventfinancial.com/advisorcareers to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

We are looking for a few new associates to join our team of advisors. Training, Development and Licensing Support provided by the firm for the right candidates. Our company is growing at a record pace. We need to expand the team to provide clients with guidance on a wide variety of financial matters from Investments* to Insurance. Seeking people with a strong entrepreneurial mindset, the mentality of a business-owner, and the desire to earn six-figure income yearly. Compensation Package: W-2 Position with Full Corporate Benefits Training Allowance and Activity Stipend Commissions and Residuals Bonuses Paid Throughout The Year Pension (Vested after 5 years) Requirements: Resident of Southern California (Orange County) College Degree (Bachelors) Great Communication Skills (Written and Spoken) Professional Attitude Pleasant Demeanor Computer Savvy Networking Skills Financial Literacy Pass a Background Check Financial Services experience definitely helps but not necessary. Some of the most successful Advisors here transitioned from completely different fields like Teachers, Military, and Coaches. Former Mortgage Loan Officers do very well here also. If you have knowledge or a background in Taxes, this is definitely a position you would want to explore. Sales experience can definitely be helpful as long as it is non-aggressive. Our primary goal is to maintain client relationships for life. *Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company

Title: Senior Financial Analyst - Government Segment Our client, a leading communications company with a strong government sector, is seeking a Senior Financial Analyst to support their growing team. This role offers an opportunity to work in a large, publicly traded company with a significant presence in the industry. The position is hybrid, requiring two days per week in the Carlsbad, CA office. Key Responsibilities: Manage financial processes, including revenue and cost forecasting, month-end close, data reconciliation, and reporting. Develop financial models to support investment decisions and business strategy. Analyze and control costs related to production, inventory, and operations. Collaborate with cross-functional teams (Sales, Manufacturing, Engineering, Supply Chain) to optimize financial forecasting. Prepare reports and key performance analyses to support leadership decision-making. Qualifications: Bachelor's degree in Finance, Accounting, or a related field. 4+ years of financial analysis experience, preferably in large companies. Experience with project accounting, cost forecasting, and revenue forecasting. Proficiency in financial modeling (Excel, VBA). Strong analytical and problem-solving skills. Ability to pick things up quickly and work independently. Excellent attention to detail, accuracy, and communication skills. Preferred: Prior experience in government contracting (CAS, FAR) is a plus. CPA or CFA designation is a plus. Experience with SAP, Blackline, and Oracle. Work Environment & Benefits: Reports to the Senior Director of Finance (Division CFO). Strong company culture with work-life balance and flexible start times. Opportunity to work on high-impact financial strategies in a dynamic, fast-paced environment. This is an excellent opportunity for a motivated financial professional to join a leading company in the government sector. Apply now to be considered!

The Financial Analyst - Adventure Sports is responsible for delivering platform finance support for P&L planning, forecasting, consolidations, variance reporting and SG&A management. This position reports to the Director, Financial Planning & Analysis, Adventure Sports, and is based out of our Irvine office. As the Financial Analyst, you will have an opportunity to: Financial Planning: Help to coordinate the multi-year planning process across Fox, Bell, Giro, CamelBak and QuietKat. You will contribute to the development of the three-year financial plan by supporting the leadership team with reporting and consolidation of plans across the platform. Forecasting: Partner with Demand Planning, Sales and Product Development to create and validate rolling revenue forecasts for Fox, Bell, Giro, CamelBak and QuietKat. Identify trends, risks and opportunities through each milestone gate and present out to the executive team. Performance Metrics: Report and monitor KPIs across all categories, regions and channels, highlighting and investigating opportunities for profitability management. Build and relay timely and accurate expense models and forecasts enabling management to make appropriate business adjustments as needed. Cross Functional Collaboration: Work closely with all functional teams across the Adventure Sports platform to ensure financial alignment and accurate reporting. Transformation & Integration: Lead reporting harmonization across multiple brands. You have: A Bachelor's Degree in Finance, Accounting or related field with 3+ years' experience in FP&A Advanced Microsoft Excel & PowerPoint skills Highest standards of accuracy and precision; highly organized Articulate with excellent verbal and written communication skills Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity Excellent analytical skills, experience managing large data quantities from multiple sources Ability to think and act strategically and develop operation and strategic plans Comprehensive business understanding of processes and structure Ability to operate cross-functionally with strong understanding of external business drivers You might have: Experience with SAP preferred

If you're excited about making an impact, shaping the future of Luna Grill, and growing your career in a fast-growing, dynamic environment, we want to hear from you! Apply today and let's create something amazing together. At Luna Grill, we're not just serving up bold Mediterranean flavors, we're on a mission to inspire better food choices and create an environment where people truly thrive. As a fast-growing, purpose-driven brand, we're building something special: a company that puts people first and makes an impact in the communities we serve. Ready to Make a Difference? Here's Your Moment. As Luna Grill's Financial Analyst, you will play a pivotal role in driving the future of our rapidly growing brand. You'll take charge of turning data into actionable insights that fuel smart decision-making, empower our leaders, and help us continue our growth trajectory. If you're a numbers enthusiast who thrives on making a real impact-this role is for you. Why You'll Love This Role: Be the Game Changer: Your expertise will influence critical decisions that drive our business forward, shaping the success of Luna Grill. Ride the Growth Wave: We're expanding fast, and you'll be at the center of it all, contributing to exciting new opportunities and challenges. Collaborate with a Rockstar Team: Work alongside a high-energy, passionate crew who loves to innovate and win together. Live Our Culture: We're all about being Social, Transparent, Positive, and Prideful. Every day, we embody our values to make Luna Grill a great place to work. Purpose-Driven Work: At Luna Grill, it's not just about numbers-it's about fueling growth with integrity, heart, and purpose. Competitive Pay: We value your skills-and we compensate accordingly. You'll love what you do and what you earn! What You'll Do: Turn Data into Strategy: Analyze performance trends, key metrics, and financial results to uncover actionable insights that steer our business forward. Guide Decisions with Confidence: Deliver detailed weekly and monthly financial insights to keep us aligned with our big-picture goals. Spot Opportunities: Dive deep into marketing campaigns, product tests, and new initiatives to find ways to maximize ROI and drive growth. Collaborate Across Teams: Work with departments across the business to provide the analytical support that fuels the expansion of Luna Grill. Support Strategic Growth: Be a key player in budgeting, forecasting, and the planning process that powers our continued success. What We're Looking For: We're seeking an ambitious, analytical thinker who is ready to dive in, solve problems, and turn numbers into meaningful strategies. You're the perfect fit if you: Thrive on Problem-Solving: You love tackling complex challenges with a strategic and sharp mindset. Communicate Clearly & Confidently: You can easily explain financial insights to all levels of the organization. Juggle Multiple Priorities: You can navigate a fast-paced, high-growth environment with ease. Excel with Financial Tools: You're highly skilled in Excel and financial modeling, with bonus points for experience with Business Intelligence tools! Understand the Industry: Experience in the restaurant or retail industry is a plus, but not a deal-breaker. We value fresh perspectives! What You Need to Succeed: Degree: A Bachelor's in Accounting, Finance, or a related field. Experience: 1-3 years as a Financial Analyst (preferably in multi-unit restaurants or retail). A Work Environment You'll Love: San Diego / Carlsbad HQ: Enjoy sunshine, ocean breezes, and a work environment that fosters collaboration and creativity. High-Growth Excitement: Every day brings new challenges and opportunities in a fast-paced environment. Innovative Culture: We believe in transparency, teamwork, and creating a workplace that empowers everyone to grow. Room to Grow: Luna Grill is expanding quickly, and we're offering you the chance to grow with us-both professionally and personally. Dog-Friendly Office: Bring your four-legged coworker! We love having pets around to keep the good vibes going.

We are seeking a highly motivated and detail-oriented Senior or Junior Financial Analyst-Real Estate to support our Retail Investment Sales team. The ideal candidate will play a key role in analyzing financial data, preparing investment packages, and providing actionable insights to drive successful retail investment transactions. This position requires a strong analytical mindset, excellent communication skills, proficiency in relevant software tools, and experience in retail investment underwriting. This position will have the opportunity of working in Corona Del Mar or San Diego office. Job Duties and Responsibilities: Provide a high level of support to multiple real estate professionals (Agents). Ability to prioritize various projects and meet deadlines daily among several Agents. A thorough understanding of retail investments sales including, financial underwriting, market economics and industry terms (i.e. cap rate, irr, cagr, pro forma, debt service). Independently analyse and underwrite retail real estate assets nationwide. Evaluating potential acquisition opportunities and assessing associated risks. Create detailed financial models using Argus and Excel software for financial analysis of retail investment properties to be included in Offering Memorandums and Broker's Opinion of Value, i.e., Rent Roll, Income and Expense and Pricing Analysis. Conductresearch including ownership title, sales and lease comparables, development and market competition. Maintain an existing CRM database of existing and prospective clients, properties, and deals. Prepare marketing materials, packages, proposals and presentations Support Agents in performing due diligence including collection and review of relevant documents; rent roll, lease documents, operating statements, CAM Reconciliations, ledgers, aged receivables, tax bills, title reports, environmental reports, property agreements, architectural plans, and financing documents. Ability to field phone calls including Seller, Buyer and Agent follow up and communication. Collaborate with Agents and clients, to provide data-driven recommendations. Stay current with industry trends, regulations, and best practices related to retail investment properties. Candidate Qualifications: Hard Skills: Advanced proficiency in Microsoft Office (Outlook, Word, Excel, Powerpoint) Well versed in Excel formula creation and manipulation for use in financial modeling and data analysis. Comfortable building rent rolls, lease abstracting, CAM reimbursements, 10-year cash flows, and equity waterfalls. Experienced in Argus Enterprise. Working knowledge and experience of CRE relevant research applications (Costar, Crexi, etc.) Familiarity with CRM platforms and reporting tools. Strong understanding of real estate finance, capital markets, and retail property operations. Ability to analyze and interpret complex agreements including lease, development, operational, and legal. Soft Skills: Excellent verbal and written communication skills for creating clear and persuasive presentations. Strong organizational and time-management abilities to meet tight deadlines. Exceptional attention to detail and accuracy in all work products. Problem-solving mindset with the ability to synthesize data into actionable insights. Collaborative team player with a proactive attitude and ability to work independently when needed. Track record of working on multiple projects simultaneously in a fast-paced environment. Discrete concerning confidential or sensitive information. Software Requirements: Microsoft Office Suite (Excel, Word, PowerPoint, Outlook). Argus Enterprise. CoStar, Crexi, and similar real estate data platforms. CRM systems (e.g., Salesforce, HubSpot) for managing client and transaction data. Education/Experience: Bachelor's degree with emphasis in real estate and finance. Minimum of 4 years relevant experience in the commercial real estate industry and retail investment sales. Additional Requirements: Full-time, in-office role. Position subject to background and employment history checks. Local candidates only; no relocation reimbursement available. Testing in Lease Abstracting, Argus, and Excel Pricing Analysis required prior to hiring. California Real Estate Sales License (preferred). Position Includes: Full-time, exempt employment. Paid time off, holidays, and sick time. Medical and dental benefits. 401K. Salary Range: Range Posted is based on role, work experience and hard skills About Hanley Investment Group Hanley Investment Group has a team of specialized retail investment brokers that advise clients on the sale of single-tenant, multi-tenant, and anchored shopping centers as well as mixed-use and urban retail properties nationwide. Our team has redefined the experience of selling retail investment properties. Our relentless commitment to exceptional service and creative thinking is the reason we have completed more than $11+ billion in retail transactions. Our expertise, performance, and unwavering dedication to putting our client needs first continues to set us apart in the industry.

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. In this role, you will play a key part in supporting the organization's financial planning, forecasting, and budgeting processes. You will work closely with various departments to analyze financial data, prepare detailed reports, and help optimize the organization's financial performance. Responsibilities: Analyze current and past financial data and performance to make recommendations on profit enhancement Prepare and manage annual budgets, working closely with department heads to ensure alignment with business goals and priorities. Monitor and track budget performance against actual results, providing regular updates and insights to management. Analyze budget variances and recommend adjustments or corrective actions as necessary. Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience At least 1 year of financial analysis and modeling experience Advanced knowledge of Excel

Key Responsibilities: Financial Planning & Analysis (FP&A): Develop detailed financial models, forecasts, and variance analyses to assess company performance and identify trends. Budgeting & Forecasting: Lead annual budgeting processes, rolling forecasts, and strategic planning efforts. Financial Reporting: Prepare financial statements, dashboards, and reports to present insights to senior management. Cost & Revenue Analysis: Analyze costs, margins, and revenue streams to identify areas for improvement and cost optimization. Data-Driven Decision Making: Leverage data analytics tools to support business decisions, assess risks, and identify opportunities for growth. Business Partnering: Collaborate with cross-functional teams, including operations, marketing, and sales, to align financial strategies with business objectives. Compliance & Risk Management: Ensure adherence to financial regulations, accounting standards, and internal controls. Required Skills & Qualifications: Strong financial modeling, data analysis, and problem-solving skills Proficiency in Excel, financial planning software (e.g., Hyperion, Anaplan), and ERP systems (e.g., SAP, Oracle) Knowledge of GAAP, IFRS, and other financial regulations Excellent communication and presentation skills for conveying complex financial information to stakeholders Bachelor's degree in finance, accounting, economics, or a related field (MBA or CPA preferred) Typically 5+ years of experience in financial analysis, budgeting, or corporate finance

Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. We're hiring entrepreneurial people to grow with us. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you. As a Thrivent financial advisor, you'll: Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits. Build genuine, long-term relationships based on shared values and goals. Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources. Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. Have the flexibility to control your schedule, allowing for work-life balance. Desired Characteristics Our culture and our people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. Whether you're a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you're: Self-motivated, independent and driven to succeed. Motivated by helping others. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Requirements Attainment of FINRA SIE within 90 days of hire/transfer (licensed role only). Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through commission and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Unique perks like pension, 401(k) and retiree medical plans. Ongoing access to training and opportunity for professional growth. Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thriventfinancial.com/advisorcareers to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Financial Planning Interns at Northwestern Mutual Orange County-are a part of a top program ranked “One of America's Top Ten Internships.” Our internship program trains in the areas of financial analysis, entrepreneurship, sales, business development, marketing, and communication. Our College Financial Representatives help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: Build your client base through prospecting and networking Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license Participate in weekly coaching, training, and development meetings As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Are you a fit for this internship? Full-time student; junior and senior standing Entrepreneurial and curiosity for sales Highly involved on campus (leader, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy ***All majors encouraged to apply. Compensation & Benefits Commissions Activity Stipends Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required)