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  • Senior Portfolio Analyst

    Endeavor Agency

    Finance consultant job in Irvine, CA

    Endeavor Agency (************ CRE.com) is a commercial real estate talent agency providing high touch recruitment services throughout California and major western US cities. Endeavor has engaged with a privately held, established and well known real estate development and investment company seeking a Senior Portfolio Analyst to support the Asset Management team by building and maintaining portfolio financial models, analytical tools, and automated workflows to drive portfolio performance and strategic decision-making. The role ensures data integrity across reporting systems, prepares investment materials, and leads process improvements. The Sr Portfolio Analyst also assists with underwriting for leases and capital projects, quarterly portfolio reviews, business plans, and market analysis. Responsibilities: Develops and maintains financial, operating, and analytical models (Excel, Argus, Google Sheets) to support asset performance review, scenario analysis, and strategic decision-making Builds, maintains, and enhances automation tools, including Excel VBA macros and Google Sheets scripts, and leads process improvement initiatives involving workflow optimization, data governance, and business intelligence tool development Ensures data integrity and consistency across internal tools, templates, dashboards, and reporting systems for leasing, financial, capital, and operational information Provides analytical and underwriting support when evaluating leases, tenant credit worthiness, capital investments, new development projects, and acquisition opportunities Participates in quarterly property reviews and forecasts; creates summary reports including budget variances, occupancy and leasing updates, operating expenses, capital expenditures, and potential loan refinance implications Additional Skills: Superior Excel skills, including strong modeling capability; VBA and ARGUS experience preferred, but not required Experience with financial statement analysis and a strong understanding of corporate finance concepts Demonstrates ability to distill complex data, analyses, and trends into clear, concise written summaries and visual tools that enable stakeholders to understand key insights and takeaways quickly Strong written communication skills with the ability to translate quantitative findings into business-ready messaging
    $70k-124k yearly est. 13h ago
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  • Investment Associate

    RETS Associates

    Finance consultant job in Los Angeles, CA

    RETS Associates, on behalf of our client, a commercial real estate private equity firm, is seeking an Investment Analyst or Associate in Century City, CA. This role will support the Investments team in evaluating and underwriting potential investments, conducting due diligence, crafting presentation materials, aiding development efforts, developing monthly and quarterly reports for existing investments including updating financial models and managing assets within our portfolio. The firm invests across the capital stack, has significant dry powder, and a stellar track record. This positions is in their office 5 days in Century City, CA. Responsibilities Underwrite acquisition and development opportunities using complex Excel based financial models Create complex, Excel-based acquisition and development cash flow models for the evaluation of potential investment opportunities. Support due diligence, investment memoranda, and Investment Committee materials Assist with transaction execution and closings Asset manage existing portfolio investments including recapitalizations and dispositions Analyze operating performance, lease structures, market data, and exit scenarios across multiple asset classes Prepare monthly and quarterly portfolio reporting and cash flow projections Partner with internal teams to integrate budgets and schedules into financial models Qualifications 1 to 4 years of real estate investments / acquisitions experience Bachelor's degree required; Real Estate or Finance preferred Strong financial modeling and underwriting skills Detail oriented, self motivated, and team focused
    $93k-166k yearly est. 2d ago
  • Associate, Investments

    Clairmont Capital Group

    Finance consultant job in Los Angeles, CA

    Clairmont Capital Group (“Clairmont”; the “Firm”) is a Los Angeles-based, multi-strategy Real Estate Private Equity firm that specializes in general partnership (“GP”) equity co-investments with best-in-class real estate sponsors and institutional equity partners across major, demographic-driven sectors throughout the US, UK and Europe. Through actively managed funds and separate accounts, Clairmont also focuses on platform-level investing as well as Tax-Advantaged investing. The firm is actively seeking to expand its market share and breadth of product offerings while maintaining focus on niche, dislocated, inefficient sectors Position Summary: Clairmont Capital Group is seeking an Associate to join its investment team and contribute across the full investment lifecycle. The Associate will play a key role in sourcing, evaluating, underwriting, and executing new investment opportunities across multiple real estate sectors, as well as supporting portfolio management and strategy setting initiatives. Working closely with the Director of Investments and a lean team of senior professionals, the Associate will be actively involved in financial modeling, deal diligence, market/sector research, and investment memo preparation. The role also includes supporting portfolio analytics, investor reporting, and the firm's broader strategic initiatives. This position is ideal for a motivated self‑starter who thrives in a dynamic, fast-paced entrepreneurial environment and seeks broader exposure within the real estate private equity industry. Qualifications / Requirements: 2 - 5 years of relevant experience in investment banking, private real estate investing, leveraged finance, or another analytical, transaction-focused role Strong financial modeling skills, with the ability to build, audit, and maintain complex underwriting models Experience supporting due diligence processes, including market research, operating partner engagement, and review of third‑party reports Experience in executing private equity and/or debt real estate investments Comfort working across multiple workstreams ranging from new deal evaluation to broader sector/market related research Excellent written and verbal communication skills, with the ability to synthesize complex information clearly and concisely Strong work ethic, high degree of initiative, intellectual curiosity, and the ability to thrive in a small-team environment Personal qualities of integrity, reliability, and strong professional judgment Strong attention to detail, organizational skills, and the ability to proactively manage deadlines What We Offer Clairmont offers an opportunity to join a dynamic, collegial, and entrepreneurial firm that is enthusiastically committed to the personal and professional growth of its team members. We strive to maintain a positive, highly motivating work environment, where colleagues prioritize collaboration, integrity and genuinely enjoy working with one another . The company offers a compelling benefits package, including: Strong team culture set in a favorable “work hard, play hard” environment Competitive compensation package, commensurate with relevant prior work experience Health insurance (Medical + Dental + Vision) 401(k) + company matching Unlimited Paid Time Off (PTO) program Mentorship/rigorous training by industry veterans Clairmont Capital Group is an equal opportunity employer. We encourage candidates from all backgrounds to apply.
    $93k-166k yearly est. 1d ago
  • Investment Sales Analyst + Jr. Broker | Investment Property Group

    Zacuto Group

    Finance consultant job in Santa Monica, CA

    Zacuto Group, a highly active Commercial Real Estate Brokerage headquartered in Santa Monica serving the greater Los Angeles Area. We are looking to immediately add an Analyst / Jr. Broker to work with our Investment real estate practice group on expanding market share for sales transactions. This is a hybrid salary + commission role that will provide base compensation for supporting a Senior Vice President and unlimited commission upside. The ideal candidate should have prior experience in real estate underwriting, strong verbal and written skills, an interest in sales and the commercial real estate industry. This is an excellent opportunity for a motivated individual who is driven and looking to succeed in a growth-oriented role. Candidates should have a solid educational foundation, be self-starters, hardworking, persistent, and motivated to excel. Our leadership team will provide play by play deal support and guidance while providing top-of-the-line tools to help accomplish client objectives, win assignments, and close transactions. Candidates should be well spoken, comfortable with a client facing role, possess superior organization skills, and thrive in a modern open office environment. Investment Real Estate Expertise Supporting the valuation process, creating spreadsheets and preparing financial analysis Conducting research on comps and similar data Creating pitch presentations for new listings Scheduling inspections and managing due diligence Drafting letters of intent / purchase and sales agreements Drafting correspondence Overseeing transactions through to closing including reviewing written agreements Showing properties Sales Making introduction calls (Cold Calls and Warm Calls) to potential new clients Supporting the Senior Vice President with his pipeline of potential new clients Managing marketing processes to support the sales process Project Management Managing deal-flow in Salesforce Ensuring that deadlines are met Tracking and monitoring negotiations Seeing tasks through to completion Core daily functions will include: Project Management Sales Operations Support Required Skills and Experience ~ 4 Year Bachelor's Degree ~ Mastery of Microsoft Office, especially Outlook, Word, and Excel ~ Candidates are expected to obtain a California Real Estate Agents license if they do not already have one. Our firm is growth oriented and it is central to our plans for qualified candidates to grow within our organization.
    $71k-127k yearly est. 4d ago
  • Financial Services Professional

    Bankers Life 4.5company rating

    Finance consultant job in Los Angeles, CA

    Build Your Own Client Base with the Support of a Fortune 500 Company 🚀 Ready to build your career with purpose? Bankers Life is seeking the next generation of Financial Services Professionals to guide clients through important financial decisions. What We Offer: Paid Licensing: We cover your Insurance, SIE, Series 6, Series 63, and CFP . Growth: Progressive advancement into leadership and wealth management. Rewards: Competitive commissions, bonuses, and retirement savings programs. If you have honesty, integrity, and the ability to present complex concepts effectively, let's talk. Let's connect: 👉 Schedule a call here: ***************************************** 📞 Or call/text: **************
    $55k-91k yearly est. 1d ago
  • Financial Analyst

    Omninet Capital

    Finance consultant job in Los Angeles, CA

    Omninet Capital is seeking a highly motivated Financial Analyst to join the team in Beverly Hills. This is a hands-on, entry-level opportunity suited for an individual who is analytical, detail-oriented, and passionate about real estate finance. The Financial Analyst will support the acquisitions, asset management, and development teams by building financial models, conducting entitlement reviews, and performing market and investment analysis. This is a great opportunity for someone eager to grow their career in real estate with exposure to high-volume deal flow and cross-functional teams. Key Responsibilities Develop and maintain detailed Excel-based financial models for underwriting and investment analysis Analyze market trends, rent comps, and deal performance across multifamily and commercial assets Prepare investment memos and assist with internal presentations to senior leadership Conduct due diligence reviews including lease audits, financial statements, and market research Collaborate with acquisitions, construction, and asset management teams throughout the deal cycle and external parties like banks, brokers Monitor key financial metrics including IRR, equity multiple, and cash-on-cash returns Qualifications Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field 1+ years of experience in financial analysis, real estate, or investment environments Strong proficiency in Microsoft Excel must be comfortable building and auditing complex models Exceptional attention to detail, analytical thinking, and organizational skills Understanding of real estate financial metrics, entitlements, and valuation principles Strong written and verbal communication skills Familiarity with real estate platforms such as CoStar, Yardi, Argus, or similar tools is a plus Omninet Capital, LLC is an Equal Opportunity Employer and is committed to maintaining a workplace free from discrimination and harassment. We recruit, employ, train, compensate, and promote without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local laws. All employment decisions are based on qualifications, merit, and business needs. Omninet complies with all applicable state and local fair employment practices laws, including the California Fair Employment and Housing Act (FEHA).
    $60k-90k yearly est. 3d ago
  • CRE Financial Analyst - Multifamily Investment Brokerage

    The Mogharebi Group

    Finance consultant job in Costa Mesa, CA

    NO OUT OF STATE CANDIDATES PLEASE - YOU MUST LIVE WITHIN A COMMUTABLE DISTANCE TO COSTA MESA, CA - THIS IS AN ON-SITE POSITION. THANK YOU. At The Mogharebi Group (TMG), we take a partnership approach to our work, prioritizing understanding our clients' businesses and goals before developing tailored solutions. Our focus is on building long-term relationships and value creation, not just transactions. Through leveraging TMG's shared knowledge, clients sell and purchase multifamily assets with certainty. Role Description We are seeking a skilled Multifamily Commercial Real Estate Financial/Investment Analyst /Underwriter to join our team. In this position, you will play a crucial role in analyzing real estate investments and providing valuable insights to support our Sales Advisors in the representation of Multifamily property owners. Responsibilities: - Evaluate financial performance of multifamily real estate assets - Collaborate with the team to assess potential real estate acquisitions and dispositions - Analyze loan processing and underwriting procedures - Utilize financial acumen to interpret and present data effectively - Collect, organize, and maintain data related to real estate investments - Generate reports and presentations on financial analysis findings Experience: The ideal candidate must possess the following skills: - 2+ years' on-the-job experience evaluating and underwriting Multifamily properties (this is critical) - Experience valuating market rate deals with some affordable knowledge a plus - Strong mathematical and Excel skills - Proficiency in quantitative research techniques - Familiarity with underwriting processes from the brokerage side - Solid financial acumen and understanding of financial concepts - Ability to collect and analyze data for informed decision-making Experience in Affordable Housing programs and how they affect financial analysis, LIHTC, SEC. 8, HUD, TCAC, HAP, etc., is a plus! Joining our team as a skilled Real Estate Analyst on the brokerage side offers an exciting opportunity to work in a dynamic environment where your analytical skills will be valued and further developed. Benefits: 401(k) Health, dental and vision insurance 15 days paid time off, 10 holidays observed Weekly Schedule: 1 day remote, 4 days in-office in Costa Mesa, CA
    $59k-88k yearly est. 2d ago
  • Real Estate Asset Management Analyst

    GL Capital Partners 4.1company rating

    Finance consultant job in Beverly Hills, CA

    📍 Pleasanton, CA or Beverly Hills, CA (Hybrid / Partially Onsite) GL Capital Partners is a privately held multifamily real estate investment firm focused on acquiring and operating premier apartment communities in select U.S. markets. Since inception, the firm has raised five institutional closed-end funds totaling more than $1B in equity capital, with over $400M committed to Fund V. Our vertically integrated platform allows us to manage the full lifecycle of each investment-driving disciplined execution, operational excellence, and long-term value creation. As our portfolio continues to grow, we are seeking an Asset Management Analyst with 1-3 years of relevant experience to join our team. This is a unique opportunity to work within an entrepreneurial, high-performing organization while gaining direct exposure to senior leadership and all phases of the investment lifecycle-from acquisition through disposition. This role is partially onsite, based out of our Pleasanton, CA or Beverly Hills, CA corporate offices, and is ideal for a motivated self-starter who values accountability, collaboration, and continuous learning. What You'll Do • Performance Monitoring: Track property- and portfolio-level KPIs; evaluate performance against budgets and business plans; support strategies that drive outperformance. • Strategic Reporting: Prepare weekly, monthly, and quarterly reports; conduct ad hoc analyses; translate data into clear, actionable insights. • Operational Collaboration: Partner closely with the Director of Asset Management, COO, Regional Managers, and onsite teams to support asset-level execution. • Technology Enablement: Leverage and support technology platforms to drive efficiency across corporate and site operations; assist with implementations and training. • Budgeting & Forecasting: Support quarterly, semi-annual, and annual budgeting and forecasting processes. • Site Engagement: Conduct site visits to assess physical and financial performance; review reports with regional and property teams; help communicate business plans and performance expectations. What We're Looking For • Bachelor's degree in real estate, finance, business, economics, or a related field • 1-3 years of experience in asset management, real estate, finance, or a related analytical role • Strong Excel and quantitative skills; familiarity with financial modeling • Experience with platforms such as Entrata, RealPage, Elise AI, or similar is a plus • Ability to synthesize complex data and communicate insights clearly • Highly organized, detail-oriented, and comfortable managing multiple workstreams • Curious, collaborative, and motivated by continuous improvement • Willingness to travel as needed Why Join Us At GL Capital Partners-and alongside our management affiliate, GL Partners Management-we believe strong performance starts with strong people. Our culture is rooted in trust, accountability, and care, and we take pride in building teams that are empowered, supported, and aligned around shared goals. Compensation & Benefits • Full-time salaried position: $75,000-$90,000, plus merit-based discretionary bonus • Employer-paid medical, dental, and vision insurance • Health Care & Dependent Care FSAs • Employer-paid life and long-term disability insurance • Employee Assistance Program • 401(k) with employer match GLPM is an Equal Employment Opportunity / Affirmative Action employer and is committed to building a diverse and inclusive workplace. 👉 Learn more at glrecap.com or apply directly through LinkedIn.
    $75k-90k yearly 13h ago
  • Leveraged Finance Associate - Los Angeles

    Sonder Consultants 4.4company rating

    Finance consultant job in Los Angeles, CA

    Leveraged Finance - Los Angeles The Firm & Opportunity An AmLaw 15 firm is continuing to invest in its Leveraged Finance presence in Los Angeles within an elite, sponsor-facing Finance platform. The practice advises on complex institutional and sponsor-driven financings and operates in close coordination with New York on high-profile matters, while maintaining a clear West Coast orientation. Associates in this group work closely with an exceptional partner and are part of a practice that is steadily expanding its footprint and capturing increased market share in a competitive segment of the finance market. The opportunity offers exposure to sophisticated deal work within a growing practice at an elite firm, with a long-term view toward depth, durability, and excellence rather than short-term expansion. Hiring Profile The group is seeking mid-level and senior associates with experience across leveraged buyout financings, acquisition facilities, refinancings, amendments, and related sponsor-side or lender-side work. Candidates should be comfortable operating in fast-paced, cross-office deal environments and managing sophisticated transactions with increasing autonomy. Additional qualifications include: Elite academic credentials; Juris Doctor from an ABA-accredited law school Training at a top-tier BigLaw platform California Bar admission preferred, or eligibility to sit for the California Bar Why This Role This is an opportunity to join a practice in true growth mode within an elite platform, offering early responsibility, visibility, and the ability to help shape a newer Leveraged Finance group. Why This Firm The Los Angeles office has become a strategic priority for the firm and continues to grow rapidly, with meaningful investment in people, space, and practice development. The culture is collaborative and supportive, with a strong emphasis on professionalism, respect, and family. Located in Century City, the office provides a best-in-class workplace experience, including daily lunch options, robust support resources, and leadership that is present and engaged. The firm places particular emphasis on long-term associate development and well-being. Interested? For a confidential discussion, please contact Cole Evarts at *********************************. About Sonder Consultants Sonder Consultants is a global legal search and recruitment consultancy focused on private practice appointments across major legal markets. We advise with discretion, market insight, and a long-term perspective on career strategy.
    $46k-80k yearly est. 3d ago
  • Accounting Consultant

    Robert Half 4.5company rating

    Finance consultant job in Cerritos, CA

    Robert Half is recruiting for Senior Accounting Consultant available to work onsite in Cerritos, CA area or nearby territories within 20 miles radius. Responsibilities will include but not limited to: GL, month end, reconciliations, budgeting, tax, audit, assist with payroll, cash, perform senior management duties, etc. If interested and available for onsite work in Cerritos, CA please apply to be considered. Qualifications: Bachelors / Master's degree 5-7+ years of accounting / finance experience Advance MS Excel skills Knowledge of ERP systems ( NetSuite, SAP, Oracle, MS Dynamics, etc) Strong communication, presentation and analytical skills Ability to work in a high-paced environment CPA ( big plus)
    $62k-89k yearly est. 4d ago
  • Financial Analyst - Real Estate Acquisitions & Asset Management

    La Placa Group

    Finance consultant job in Newport Beach, CA

    La Placa Group is a privately held, entrepreneurial real estate investment company based in Southern California. With roots in custom home building and residential redevelopment, we have evolved into a diversified investment platform focused on distressed residential acquisitions and the strategic growth of our rental portfolio, with a long-term objective of scaling into small to mid-sized multifamily assets. We operate as a lean, fast-moving team where accountability is high, decision-making is direct, and execution matters. The Role We are looking for a dynamic, driven professional who wants to grow with our company and make a meaningful impact within a small but scaling team. This is a role for someone with grit, attention to detail, and an ownership mindset-someone who isn't afraid to jump in, take responsibility, and move quickly. As a Financial Analyst - Acquisitions & Asset Management, you will work directly with one of the firm's partners and play a critical role in identifying, underwriting, and prioritizing investment opportunities that align with our investment goals. Your job is to sift through a large volume of opportunities from multiple deal sources, elevate the highest-priority opportunities, and help drive them toward execution. Speed, judgment, follow-up, and consistency are essential. This is not a corporate or siloed analyst role. You will interface directly with ownership, internal team members, and external professionals, and your work will have a visible impact on the business. What You'll Be Doing Acquisitions & Underwriting Underwrite and screen a high volume of incoming deals across multiple sources Identify which opportunities fit our buy box and warrant offer submission Underwrite fix & flip, buy & hold, and small to mid-sized multifamily opportunities Perform scenario analysis to evaluate risk, returns, and execution strategy Audit, maintain, and continuously improve the company's proforma and underwriting models Support due diligence and acquisition execution with escrow, title, lenders, agents, and partners Deal Flow & Relationship Management Proactively follow up with wholesalers, brokers, and agents who provide deal flow Build rapport and maintain strong relationships with key deal sources Consistently promote the La Placa Group brand to keep deal flow active and top-of-funnel Take a hunter mentality toward keeping the pipeline full and relevant Asset Management & Reporting Maintain a real-time pulse on all active fix & flip, buy & hold, and rental assets Track project timelines, budgets, and execution milestones Provide weekly reporting to senior management on project status, priorities, and risks Ensure momentum and accountability across the lifecycle of each investment Any ad-hoc reporting / analysis requested from senior management What We're Looking For Bachelor's degree in Finance, Real Estate, Business, or related field 1-2+ years of real estate financial analysis or underwriting experience Multifamily underwriting experience is a plus Strong Excel & financial modeling skills Ability to move quickly while maintaining accuracy Highly organized with strong follow-through Get-it-done mentality with a strong sense of responsibility Ownership mindset-you treat the work like it's your own capital Coachable, team-oriented, and adaptable in a fast-paced environment What We Offer Competitive pay: $60,000-$72,000/year (DOE) Health insurance 401(k) Paid time off Opportunities for career growth and leadership within a rapidly expanding real estate group Collaborative, supportive environment where your work has a direct and visible impact Schedule & Location Full-Time, Monday-Friday 8-hour in-person schedule Newport Beach office
    $60k-72k yearly 2d ago
  • Senior Financial Analyst

    CV Resources 4.2company rating

    Finance consultant job in Los Angeles, CA

    A fast-scaling, operations-driven company is hiring a Financial Analyst to help power the next phase of growth. This is a hands-on, high-visibility role where finance directly influences pricing, margins, inventory, and strategy - not just reporting. Up to $105k + bonus/benefits + flexible schedule and hours! If you like data, dashboards, and seeing your work drive real decisions, this role delivers. Why this role is exciting: Heavy exposure to executive leadership and strategic decision-making Work with large, real-world datasets tied to operations, logistics, and pricing Build dashboards, forecasts, and profitability views that actually get used Environment mirrors what many see in private equity-backed operating companies Clear runway for growth as the business continues to scale What you'll work on: Weekly and monthly performance reporting Forecasting drivers like volume, price/mix, freight, and shrink Customer and SKU profitability analysis Power BI and Excel dashboards Cross-functional work with Sales, Ops, and Accounting Ideal background: 2-4+ years of FP&A or financial analysis experience Strong Excel and Power BI skills Curious, business-minded, and comfortable in fast-moving environments This is a great opportunity for someone who wants more ownership, more exposure, and faster career growth than a traditional FP&A role.
    $79k-105k yearly est. 2d ago
  • Client Advisor, South Coast Plaza

    Rimowa

    Finance consultant job in Costa Mesa, CA

    The RIMOWA Client Advisor is responsible for generating sales through exceptional client relations and product knowledge while acting as an ambassador for the RIMOWA brand. Job Responsibilities Sales Achieve personal sales goals Educate clients with company history and the most current product knowledge Keep an active client book to cultivate new/existing client relationships Support team members to achieve store sales goals Customer Service Always present yourself in a friendly and professional manner Ensure prompt follow up with client purchases, repairs and inquires Provide the best experience for customers by continuously building knowledge of company history, new product and competitors Operations Understanding of store POS system Opens and closes the register Process payment/return of merchandise Conduct inventory counts and adheres to company loss prevention policy Maintain/execute store merchandising standards Maintain store readiness and housekeeping duties Profile High school Diploma or equivalent Luxury sales experience ideal Previous experience, developing existing and prospecting new clients. Ideal candidates have established client books Professional presentation, excellent communication skills both verbal and written Excellent problem-solving skills, positive attitude, team player Ideal candidate has knowledge of fashion, design trends and love of travel Ability to work varied hours/days, including nights, weekends and holidays Must be able to lift large boxes up to 20lbs repeatedly
    $61k-114k yearly est. 2d ago
  • Financial Aid Advisor / Admissions

    Neihule Academy of Beauty

    Finance consultant job in Los Angeles, CA

    Financial Aid Advisor Neihulé Academy of Beauty - Los Angeles Come grow with us at Neihulé Academy of Beauty, where education, creativity, and student success come first. As a Financial Aid Advisor, you will play a vital role in guiding current and prospective students through the financial aid process and helping them create a clear plan to achieve their career goals in the beauty industry. This position is ideal for someone who is detail-oriented, student-focused, and passionate about helping individuals transform their lives through education. BRIEF SUMMARY OF JOB DUTIES Under the direction of the School Director, the Financial Aid Advisor serves as a coordinator of major financial aid programs and performs operational-level responsibilities across all areas of financial aid administration. Duties include need analysis, awarding, packaging, and revisions to financial aid packages. The Financial Aid Advisor exercises professional judgment to make necessary adjustments when standard need analysis methodology is not appropriate. This role advises students and parents regarding the financial aid application process, available funding options, and alternative financing. The advisor may also assist with financial aid workshops, orientations, and informational presentations as needed. WHAT YOU'LL DO • Meet with prospective and enrolled students to explain cost of attendance, financial aid options, and payment plans • Assist students and parents with FAFSA, FSA IDs, MPNs, and Entrance/Exit Counseling • Review ISIRs and resolve C-codes, conflicting information, and verification requirements • Perform need analysis, packaging, and revisions to financial aid awards • Exercise professional judgment in compliance with federal, state, and institutional regulations • Ensure documentation is accurate, complete, and properly maintained in electronic student files • Maintain compliance with Title IV and other applicable regulatory requirements • Provide in-person financial aid counseling when online completion is not possible • Support audits, reporting, and other financial aid operational needs • Deliver excellent customer service with professionalism, empathy, and integrity REQUIRED QUALIFICATIONS • Bachelor's degree or equivalent combination of education, training, and experience • Proven adaptability and ability to manage multiple deadlines and priorities • Strong organizational skills with high attention to detail and accuracy • Ability to work efficiently in a fast-paced, student-centered environment PREFERRED QUALIFICATIONS • Financial aid administrative experience, preferably in a postsecondary or vocational institution • Basic knowledge of federal financial aid programs and application processes • Familiarity with financial aid policies, regulations, and awarding practices • Understanding of institutional policies, processes, and compliance requirements • Knowledge of advising and counseling techniques • Ability to apply policies and regulations to individual student situations • Strong analytical, problem-solving, and critical-thinking skills • Ability to calculate and review financial aid awards accurately • Excellent written and verbal communication skills with active listening abilities • Strong customer service orientation and interpersonal skills • Ability to assess workflows and recommend process improvements • Proficiency with standard office software, internet, and email applications • Experience working with student information systems and complex databases ELIGIBILITY REQUIREMENTS • Must not be in default on any federal student loan SCHEDULE & LOCATION • Onsite position at our Downtown Los Angeles campus • Tuesday-Friday Part Time hours TBD Compensation: $25-$30/hour base on experience
    $25-30 hourly 13h ago
  • Luxury Fashion Client Advisor

    Reallist

    Finance consultant job in West Hollywood, CA

    Compensation: $65,000-$80,000 base salary + uncapped commission On-Target Earnings: $100,000+ About the Role We are a Los Angeles-based, high-end archival and vintage fashion business seeking an experienced Client Advisor to drive revenue through thoughtful, relationship-led sales. This role is designed for a seasoned luxury professional who understands discretion, long-term client cultivation, and selling at a high price point without compromising brand integrity. This is not a volume or transactional sales role. It is a relationship-driven position for someone who values trust, taste, and long-term client relationships. The ideal candidate is already operating within the luxury ecosystem (such as a stylist, personal shopper, or senior luxury sales associate) and brings an existing book of clients and strong industry relationships aligned with our product, clientele, and price point. This person will also inherit select existing clients and manage qualified inbound inquiries. This role offers meaningful autonomy, direct ownership of client relationships, and the opportunity to grow alongside a scaling business. What You'll Do Own client relationships end-to-end, from initial inquiry through close and post-sale follow-up Sell high-AOV luxury, archival, vintage designer pieces with confidence and discretion Deliver a highly personalized client experience while consistently meeting and exceeding sales targets Activate and grow your existing client book in alignment with brand positioning and pricing integrity Manage qualified inbound leads and inherited VIP clients with consistency, care, and professionalism Identify and pursue new revenue opportunities, including: Private fittings and in-home appointments Trunk shows and private shopping events Strategic partnerships with stylists, collectors, and aligned businesses Navigate longer sales cycles with patience, persistence, and sound judgment Maintain clear boundaries around pulls, holds, pricing, and exceptions Track and manage your sales pipeline and CRM with discipline and accuracy Capture and maintain detailed client data to support long-term relationship development and future opportunities Act as a brand ambassador, consistently conveying and upholding the company's philosophy, values, and standards Provide exceptional client service supported by strong product knowledge and genuine passion for the archive Meet or exceed individual, category, and overall sales goals Remain informed on company updates, product releases, and relevant competitive landscape Execute initiatives and projects with professionalism Adhere to company policies, procedures, and operational standards Represent the brand with polish and professionalism, maintaining appropriate dress, grooming, and presentation standards Be available for weekend appointments and key client moments as needed What We're Looking For Proven luxury sales professional with an existing client book and/or strong personal network aligned with our offering Background as a stylist, personal shopper, or senior luxury sales associate strongly preferred Demonstrated ability to sell high-value items through relationship-based selling Consistent track record of meeting and exceeding sales targets in a fast-paced, high-touch environment Comfort with long sales cycles, quiet periods, and patient follow-up Strong taste level and emotional intelligence Self-directed, organized, and accountable with sound independent judgment Excellent written and verbal communication skills Ability to say no gracefully while preserving client trust and relationships Sales mindset with interest in growing alongside the business Growth & Opportunity Meaningful autonomy Opportunity to grow your client book and earning potential without a ceiling Long-term potential to expand into senior sales, client development, or leadership roles as the business scales Ability to shape your role around strengths in relationships, events, private sales, or partnerships Compensation & Benefits Competitive base salary plus uncapped commission Health benefits Paid training and onboarding 401(k) Opportunity for growth and advancement within the company How Success Is Measured Quality and consistency of sales Revenue generated Health and accuracy of the sales pipeline Strength and longevity of client relationships
    $65k-80k yearly 3d ago
  • Corporate Financial Analyst

    First Legal Network LLC 3.9company rating

    Finance consultant job in Monterey Park, CA

    The Corporate Financial Analyst is responsible for supporting financial planning, budgeting, forecasting, and reporting activities. The ideal candidate has 2-3 years of experience in financial analysis, strong Excel modeling skills, hands-on experience with financial reporting tools and comfortable working with large datasets. This is a high-visibility role that will partner with division leaders to drive financial insights and support decision-making. Job Duties: Assist in the development of annual budgets, forecasts, and long-range financial plans. Build, maintain, and improve financial models to support scenario analysis, cost-benefit evaluations, and ad hoc decision support. Prepare, analyze, and distribute monthly financial reports, including variance analysis to budget and forecast. Lead and facilitate financial statement review meetings with Division leaders; communicate insights, risks, and opportunities. Design and enhance standard and custom financial reports within reporting platforms. Conduct in-depth research to explain variances in revenue, expenses, and operational KPIs. Collaborate with cross-functional partners to collect data, validate assumptions, and ensure accuracy of financial information. Support continuous improvement of FP&A processes, tools, and templates. Job Qualifications: 2-3 years of experience in FP&A, corporate finance, or similar analytical role. Strong proficiency in Microsoft Excel, including SumIfs, Index/Match, XLOOKUP, IF/THEN statements, pivot tables, and advanced formulas. Demonstrated experience in financial modeling (revenue modeling, cost analysis, scenario modeling, etc.). Solid understanding of budgeting, forecasting, and variance analysis. Ability to effectively communicate financial insights to non-financial stakeholders. Hands-on experience with financial reporting or performance management software, such as: DataRails Vena Solutions Workday Adaptive Planning (or comparable tools) Schedule/Location: Hours: Monday-Friday 8:00am-5:00pm Remote - Monterey Park, CA Benefits Offered: Medical, Dental, and Vision coverage 401k Paid Time Off (PTO) Internet Stipend for remote workers And much more! About First Legal: We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law. First Legal is the first truly comprehensive File Thru Trial™ solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.
    $62k-85k yearly est. Auto-Apply 20d ago
  • Sr. Investment Operations Analyst II

    Pacific Life 4.5company rating

    Finance consultant job in Newport Beach, CA

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We're actively seeking a talented Senior Investment Operations Analyst II to join our Global Institutional Investment Group (GIIG) in Newport Beach, CA. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters. As a Senior Investment Operations Analyst, you'll play a key role in Pacific Life's growth and long-term success by providing operational support for GIIG's middle-office team. You will fill a new role that sits in a team of six people in the Institutional division. Your colleagues will include Investment Operations Analysts and fellow investment professionals. How you'll help move us forward: Day-to-day operational support for our Global Institutional Investment Group products: Spread Lending, Stable Value, and Institutional Fixed Annuity . This middle-office role is a crucial link between the front-office functions (ie sales / underwriting) and back-office functions by engaging in the complete product lifecycle, from trade execution to reporting. Collaborate with colleagues, custodian banks, external parties, internal departments (Accounting, Audit, Treasury, Finance, Actuaries, Compliance, Law and Enterprise Risk Management) and other areas where necessary to ensure GIIG transactions, deliverables, and reporting are timely and accurately completed Advance knowledge and thorough understanding of all common fixed income investments including trade execution and associated processes. Leverage your industry expertise to optimize process efficiency Work with leaders, colleagues or independently to meet strict deadlines and effectively manage multiple priorities with minimal supervision Ability to analyze problems and find solutions using data. Statistical analysis, data modeling, and data cleaning Produce analysis and dashboard reporting, management reports / presentations, and adhoc reporting The experience you bring: 7+ years of experience working in investment operations/middle office role in asset management or investment banking College degree in finance, accounting, or similar discipline, is preferred Thorough understanding of fixed-income investments, including trading workflows and systems involved Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy Advanced research and resolution skills, including familiarity with legal documents Basic knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investments What makes you stand out: CFA/MBA beneficial, but not required Advance technical data skills: SQL, Python, Power BI and Excel Knowledge of handling and interpreting datasets Comprehensive knowledge of MS Office Suite Experience executing small scale initiatives and participating as a subject matter expert in larger scale initiatives Working knowledge of the following systems: Bloomberg, FactSet, Salesforce You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-TM1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $121,770.00 - $148,830.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $121.8k-148.8k yearly Auto-Apply 60d+ ago
  • Financial Analyst - Corporate Development

    Esri 4.4company rating

    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 degree 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 17h ago
  • Corporate Finance Analyst, Capital Markets

    Faraday Future 3.9company rating

    Finance consultant job in Gardena, CA

    The Company: Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact. Your Role: The Corporate Finance Analyst of Capital Markets is responsible for supporting and managing full cycle execution across equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams. Responsibilities: Capital Markets Execution: Support operational execution of equity and debt financings, and structured capital raises. Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements. Manage closing deliverables and post-deal investor transactions; serve as one of the primary interfaces with investors to ensure smooth and timely execution. Track and maintain detailed financing schedules and documentation. Maintain relationships and ongoing engagement with investment banks. Investor Relations: Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases. Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics. Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments. Monitor and analyze stock performance, trading activity, and market sentiment. Maintain and regularly update the investor relations (IR) website. Regulatory & Compliance Support: Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings. Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions. Cross-Functional Leadership: Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams. Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements. Contribute to long-term capital planning and financial strategy development in partnership with the executive team. Basic Qualifications: Bachelor's degree in Finance, Accounting, Business, or related field. 2+ years of experience in capital markets, investor relations, investment banking, or corporate finance. Proven experience executing debt and equity financing transactions and managing investor-facing communications. Strong understanding of SEC filings, public company reporting, and capital structure mechanics. Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines. Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR). A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision Excellent communication skills and team-working tendencies A penchant for multi-tasking and self-starting Preferred Qualifications: CPA, CFA, or MBA preferred. Annual Salary Range: ($85K-$95K DOE), plus benefits and incentive plans Perks + Benefits Healthcare + dental + vision benefits (Free for you/discounted for family) 401(k) options Relocation assistance + reimbursement Casual dress code + relaxed work environment Culturally diverse, progressive atmosphere Faraday Future 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.
    $85k-95k yearly Auto-Apply 48d ago
  • 2026 Summer Intern - Finance & Accounting Analyst

    Pacific Investment Management Co 4.9company rating

    Finance consultant job in Newport Beach, CA

    PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. 2026 Summer Internship - Finance & Accounting Analyst, US Internship positions are located at PIMCO's Newport Beach, CA Headquarters. You're eligible to apply if you: Pursuing an undergraduate degree Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027 Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026) Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university Are business proficient in English You'll excel as a Finance & Accounting Analyst if you: Possess knowledge of accounting, finance, audit, and tax principles Have effective analytical, critical thinking, and problem solving skills Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely. Demonstrate proficiency with Microsoft Excel Possess excellent verbal and written communication skills Have a desire to join a high performance, fast-paced culture Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker See yourself as a Finance & Accounting Analyst The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world. You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office. While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above. The PIMCO Internship Experience: The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts Join us for a variety of cross-divisional education, networking & social events! Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals Want to learn more? Hear about The PIMCO Internship Experience from past interns As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations How you should apply: Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready. What to expect during the interview process: After we receive your application, we will conduct an initial review of your resume If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview If you are chosen to proceed after the video interview, you will then take an assessment Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment. For more information on PIMCO and Career Opportunities, please visit ******************************************** PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate: $ 34.61 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $34.6 hourly Auto-Apply 60d+ ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Pomona, CA?

The average finance consultant in Pomona, CA earns between $54,000 and $125,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Pomona, CA

$82,000

What are the biggest employers of Finance Consultants in Pomona, CA?

The biggest employers of Finance Consultants in Pomona, CA are:
  1. Fidelity Investments
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