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Financial Advisor
Edward Jones 4.5
Finance internship job in Stockton, CA
This job posting is anticipated to remain open for 30 days, from 12-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 1d ago
Financial Advisor
Edward Jones 4.5
Finance internship job in Menlo Park, CA
This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 1d ago
Corporate Strategy Analyst
Careismatic Brands 4.9
Finance internship job in Los Angeles, CA
Analyst, Corporate Strategy Sherman Oaks, CA Careismatic Brands outfits our community of care through our portfolio of market-leading brands that meet the diverse needs of healthcare professionals worldwide. We are one piece of a larger community of those who are and are cared for. Whether it's medical professionals or the patients they serve, we are inspired by those who wear our uniforms every day. We have an outstanding opportunity for a Corporate Strategy Analyst to drive business performance improvements, implement change initiatives, and support strategic decision-making. Their profile blends strategic thinking, analytical skills, and change management capabilities. Reporting directly to the Senior Vice President, Transformation and Chief of Staff, this role applies strategic planning, financial knowledge and experience to organize, support and track the implementation performance of complex strategic initiatives. As a key contributor of the team, the Strategy Analyst contributes to CB's mission to improve the lives of everyday people doing extraordinary things by delivering high-quality support aligned with the company's values and transformation initiatives. This is a full-time hybrid role based in our corporate office in Sherman Oaks, CA. Salary Range: $90,000-$100,000 Physical Demands & Work Environment The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Hybrid work schedule in office Ability to travel up to 5% of the time What Your Day Looks Like Strategic Planning & Analysis Support Functional areas to collate initiative performance measurement and collaborate with Finance in tracking progress of strategic initiatives and key performance indicators (KPIs, Projections and internal and external variances to plan). Contribute to spotting performance challenges early and proposing practical solutions. Analyze financial performance metrics to assess profitability, investment priorities, and resource allocation. Work closely with cross-functional teams and PMs to ensure initiatives are aligned with organizational goals. Support the refinement of corporate strategy, including market entry, growth, and diversification initiatives. Develop business cases, financial models, and scenario analyses to support strategic decisions. Provide regular updates and insights in presentation form on strategic projects for executive leadership. Prepare clear and compelling presentations for executive teams and board meetings. What We're Looking For Bachelor's degree in Business, Economics, Finance, or related field (MBA preferred). 3-5 years of experience in management consulting, operations and/or finance, corporate strategy or related analytical roles. Hands on experience operating within an organization an asset. Proficiency in Excel, PowerPoint, BI tools (Tableau/Power BI) Demonstrated ability to interpret data, build models, and extract insights. Strong business acumen and understanding of corporate financial statements flows including cash flows. Understanding of corporate strategy, organizational design, and performance improvement levers. Project Management: Competence in managing multiple workstreams or supporting large-scale transformation programs. Excellent written and verbal communication skills with ability to present complex findings clearly. Experience in a fast-paced environment with exposure to executive-level decision-making. Ability to work independently and handle multiple projects simultaneously. High attention to detail, intellectual curiosity, and a collaborative mindset. What's In It For You 401(k) Dental insurance Employee discount Flexible spending account Health insurance Life insurance Attractive Paid time off Vision insurance At Careismatic Brands, we believe in the power of care. It's the force that drives and inspires us, inside our company and out in the world. It's why we strive to maintain a diverse and inclusive organization - an ever-evolving imperative - where everyone feels respected, valued, and empowered to bring their ideas and perspectives forward. Careismatic embraces the differences that make our organization unique. We are strengthened by diversity in all its forms - including but not limited to race, religion, ethnicity, age, national origin, gender identity, and sexual orientation.
$90k-100k yearly 2d ago
Financial Analyst
Amerit Consulting 4.0
Finance internship job in San Diego, CA
Overview (About Client): Our client, a US Fortune 250 company and a global Medical technology corporation serving customers in Clinical Labs, Health care research & Pharmaceutical industry, seeks an accomplished Financial Analyst Position: Financial Analyst Location: San Diego, CA Duration: 3-6 months+ Contract with high possibility of extension!!! Pay Rate: $50/hr Note: ONSITE role. Work Schedule: 40 hours/ week Required skills: Accounting, Accounting Journal Entries, Corporate Financial Planning and Analysis (FP&A) Job Description: 2+ years of experience - Financial analysis / Accounting. 1+ years of experience - SAP & Hyperion. Bachelor's degree in Finance or Accounting. Strong interpersonal, communication, and organizational skills. Ability to work in a face-paced, challenging environment; strong attention to detail. Self-driven, proactive, and seeks continuous improvement. Support larger business functions within Corporate Functions finance. Collaborate with cost center managers, functional leaders & Finance Business Partners in developing annual budgets/quarterly projections; including clear documentation of assumptions & posting in SAP/Hyperion. Record month-end journal entries (accruals, reclasses, charge in/outs, & prepaid amortization) for all cost centers supported; ensure accurate reporting of financial results in SAP/Hyperion. Analyze financial variances for cost center actuals, projections, and budget. Compile Month-End Balance Sheet account reconciliations. Support audit requests from internal/external audit. Coordinate reporting/compilation of capital for the Corporate Functions. Ad-hoc analytical support for cost center managers on an as-needed basis. Provide project support for continuous improvement for the group as a whole. Recruiter Contact Info Gurjant Singh Phone: ************ Email: ********************************** ************************ I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you. Company Overview: Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with a service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward. Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Applicants with criminal histories are considered in a manner that is consistent with local, state and federal laws.
$50 hourly 4d ago
Financial Analyst
Insight Global
Finance internship job in Dublin, CA
Title: Financial Analyst Duration: 6 month contract to hire Client Industry: Retail We are seeking an intellectually curious and self-motivated Senior Financial Analyst to join the Corporate Financial Planning & Analysis (FP&A) team. This role is critical in driving long-term growth and financial results through forecasting, budgeting, reporting, and strategic analysis. The Senior Financial Analyst will provide insights to senior leadership and partner effectively across the organization to influence decision-making. Must-Haves Education: Bachelor's degree in an analytical field with strong academic performance. Experience: 3-5 years post-college experience in financial analysis and planning (preferably within retail or corporate FP&A). Technical Skills: Advanced Excel and financial modeling. Proficiency in PowerPoint. Ability to learn and use financial systems (e.g., PowerBI, MicroStrategy, Hyperion, Peoplesoft Financial Systems). Analytical Ability: Strong capability to synthesize data, reconcile work, and design analyses to answer specific questions. Detail Orientation: High attention to accuracy and quality. Character: Unquestionable integrity and ability to handle confidential information. Communication: Clear and effective verbal and written communication skills. Work Environment: Ability to work in-office regularly with hybrid flexibility. Plusses CFA or MBA. Experience in retail industry. Familiarity with Flash Sales reporting tools. Forward-thinking, resourceful mindset with comfort in ambiguity. Strong problem-solving skills and ability to manage changing priorities. Compensation: $40.00-50.00/HR Conversion Salary Expectations: $100,000/YR
$40-50 hourly 4d ago
Financial Analyst
CV Resources 4.2
Finance internship job in Los Angeles, CA
Our Consumer Products client, in partnership with CV Resources, seeks a talented Financial Analyst to join their Finance and Accounting Team. You will have the opportunity to report directly to the head of the FP&A department, gaining valuable mentorship opportunities. Job Title: Financial Analyst Location: near West Hollywood Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role. Job Site Status (onsite/hybrid/remote) - Our client has an onsite work status. Compensation - Salary range is $70,000/year to $90,000/year. There is a bonus offered. RESPONSIBILITIES OF THE FINANCIAL ANALYST Financial Planning and Analysis (FP&A) - Budgeting and Forecasting Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities. Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights. Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data. Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets. Collaborate with stakeholders to help understand vendor costs and ensure that billed invoices are accurate. Financial Planning and Analysis (FP&A) - Data Analysis Gather data from diverse sources (ERP, POS, and other platforms) Integrate data. Analyze data using Business Intelligence (BI) tools. Present proposals based on data analysis. Financial Planning and Analysis (FP&A) - Data Maintenance Track performance metrics to measure business performance. Generate ad hoc analysis and financial reporting. Process Improvements Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy. Support financial system upgrades and automation initiatives to enhance reporting capabilities. Ensure internal controls and compliance with financial policies and best practices. Assist in the development of financial tools and models to support decision-making. Miscellaneous Accept all relevant tasks as given by upper management. QUALIFICATIONS OF THE FINANCIAL ANALYST Required Bachelor's degree in accounting, finance, or a comparable major. Bachelor's degree from a well-respected college or university. At least one (1) year of FP&A work experience. Proficient understanding of Key Performance Indicators (KPI's) Preferred MBA Current or prior experience working in one of these following industries: manufacturing, distribution, Consumer Products Goods (CPG), Food and Beverage, Apparel. Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model. SKILLS OF THE FINANCIAL ANALYST Required Technical Expert-level MS Excel proficiency (pivot tables, financial modeling) Power BI or Tableau or Planful or equivalent program Interpersonal Executive presence. Superb analytical and critical thinking skills. Diligence and accuracy. Impeccable communication skills. For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.
$70k-90k yearly 5d ago
Financial Analyst
Omninet Capital
Finance internship 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. 5d ago
Financial Analyst
One Carmel 4.4
Finance internship job in Palo Alto, CA
About DL Investment Holdings US, LLC Headquartered in Palo Alto, DL Investment Holdings US, LLC is a diversified investment platform and a wholly-owned subsidiary of DL Holdings Group. We leverage our parent company's robust APAC financial network to bridge capital and opportunities in the US market. Our operations are defined by three core strategic pillars: Real Estate Investment & Management: A full-lifecycle approach to developing and managing ultra-luxury residential communities and investment-grade assets. Family Office Services: Providing bespoke global asset allocation, comprehensive wealth management, and legacy planning for high-net-worth clients. Global Investment: Facilitating cross-border capital deployment and strategic financial advisory. We are dedicated to connecting global vision with local expertise to drive long-term value. Position Overview DL Investments is seeking a motivated and detail-oriented Financial Analyst with 2-3 years of experience to support our finance and accounting operations. This role will assist with day-to-day financial tasks, basic bookkeeping, and cash management, while also contributing to financial analysis and reporting. The ideal candidate will have a strong interest in investment and financing activities, particularly in support of real estate projects. This is an excellent opportunity to grow within a dynamic team and gain exposure to both operational finance and strategic investment analysis. Key Responsibilities Assist with accounts payable and receivable processing, including invoice review, payment runs, and customer collections Support month-end close activities, including journal entries and account reconciliations Prepare routine financial reports and assist with variance analysis Help maintain accurate financial records and ensure compliance with internal controls Conduct basic financial analysis, modelling, and forecasting to support investment and financing decisions Assist in the preparation of presentations and materials for real estate projects Collaborate with the Finance Manager on tax filings, payroll support, and regulatory compliance as needed Utilize financial systems (e.g., QuickBooks, Excel) to track and report financial data Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field 2-3 years of experience in finance, accounting, or a related analytical role Understanding of basic accounting principles and financial reporting Proficiency in Microsoft Excel (formulas, PivotTables, charts) Familiarity with QuickBooks or similar accounting software is a plus Strong analytical and problem-solving skills Excellent attention to detail and organizational abilities Ability to work independently and as part of a team Preferred Skills Interest in real estate investment and project financing Exposure to financial modelling or investment analysis CPA candidate or relevant certification progress is a plus Personal Attributes Proactive and eager to learn Adaptable and able to manage multiple tasks Strong communication and interpersonal skills High integrity and professionalism Language Skills English (required) Chinese (preferred) DL Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. DL Investments is committed to providing equal employment opportunities to all applicants, including individuals with disabilities. In accordance with the Americans with Disabilities Act (ADA) and the California Fair Employment and Housing Act (FEHA), we provide reasonable accommodations to qualified applicants and employees with disabilities to ensure equal access to the application, interview, and hiring process. If you require a reasonable accommodation to complete your application or to participate in the interview process, please contact us and let us know the nature of your request. Requests for accommodation will be considered on a case-by-case basis in accordance with applicable laws. In accordance with the California Privacy Rights Act (CPRA), DL Investments provides this notice to inform you that, at or before the point of collection, we may collect the following categories of personal information from job applicants: identifiers (such as your name and contact information), professional or employment-related information (such as your resume, work history, and education), and any other information you choose to provide as part of your application. This information is collected solely for recruitment, evaluating your qualifications, and managing the hiring process. We do not sell or share your personal information with third parties for commercial purposes.
$65k-107k yearly est. 5d ago
Portfolio Financial Analyst
The Abbey Company
Finance internship job in Garden Grove, CA
The Abbey Company is an owner/operator of commercial real estate throughout Southern and Central California. The company is seeking a Portfolio Financial Analyst to join the Finance department. This position will have a hand in all facets of the business including asset management, financial/debt analysis, leasing operations, property management, construction management, and accounting. The analyst will conduct detailed financial analysis and due diligence on potential investments including modeling, sourcing and underwriting acquisitions, market and partner analysis, lease oversight, and support the creation of investment memoranda. The analyst will provide monthly and ad hoc reporting and will manage current financial models and software, specifically ARGUS Enterprise. The ideal candidate will have strong financial and analytical skills, preferably with prior analyst, broker, or investment experience, and a solid understanding of commercial real estate operations. This is a 5-day, in-office role based in Garden Grove, CA. Remote or hybrid arrangements are not available. Hiring Range: $65,000 to $70,000 dependent on applicant's qualifications and experience. Responsibilities • Review monthly reports including rent rolls, operating statements, and capital expenditures. • Support the team with existing reporting, while creating new reporting infrastructure to prepare for additional future volume. • Conduct research and underwrite potential acquisitions in target markets to assist management in decision making. • Provide support through financial modeling and analysis in Excel and ARGUS Enterprise. • Extract and consolidate pertinent data points from monthly contracts for tracking as well as maintain an ongoing database and update the relevant sheets to calculate future obligations. • Create and maintain an average cost per square foot for monthly contracted operating expenses across the portfolio. Create a semiannual analysis of vendors and performances on a line-item basis for each monthly contracted trade within the portfolio. • Monitor, maintain, and meet internal quarterly reporting requirements under Loan Obligations and within the Finance Department. • Review and analyze financials of related entities and recommend improvements to the overall business model. • Directly support management with ad-hoc reports and assist with special assignments as needed. Qualifications - Commercial Real Estate experience (Office, Industrial and/or Retail). - Minimum 2 years' work experience or equivalent educational experience in Real Estate, Finance, or Economics - Significant expertise with Microsoft Office specifically in Excel/financial modeling - Knowledge in the use of ARGUS Enterprise preferred - Knowledge in MRI accounting system a plus - Strong attention to detail and highly analytical - Good verbal and written communication skills - Good organizational skills with the ability to prioritize and multi-task - Ability to work independently and as a team member Benefits - 401(k) - Dental insurance - Health insurance - Health savings account - Life insurance - Paid time off - Vision insurance Schedule: - 8-hour shift Ability to Relocate: - Garden Grove, CA 92840: Relocate before starting work (Required) Work Location: In person
$65k-70k yearly 2d ago
Financial Analyst Intern, Software Engineering - Summer 2026
Nvidia 4.9
Finance internship job in Santa Clara, CA
NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. It's a unique legacy of innovation that's fueled by great technology-and amazing people. We are seeking an energetic Financial Analyst intern to join our Software Engineering FP&A team at NVIDIA. This is a great role for a highly motivated individual who can function in a fast-paced and rapidly changing environment! This role requires an individual who will thrive in an ambiguous environment and make a big impact. You will have a passion for providing data-based decision making and looking for areas of improvement and implementation to reduce manual workload to focus on delivering insights to the business. What you'll be doing: * Provide in-depth financial analysis of actual spending to drive insights into trends, investment areas, and opportunities to optimize investments. * Assist with forecasting OPEX & CAPEX, actual vs forecast analyses and summarize spending trends. * Prepare monthly and quarterly management reporting packages. * Assist in developing the forecasting models for various spend categories to understand the financial health of various departments. * Detail oriented, highly analytical, and able to translate data and trends into powerful strategies and compelling messages. * Own financial data and reports to ensure they are both accurate and updated. * Collaborate cross functionally with key business partners. What we need to see: * Pursuing an Bachelor's degree with a concentration in Accounting, Finance, Economics, or a related field. * Able to critically assess financial model outputs and identify potential improvements. * Demonstrates high attention to detail and accuracy, especially when working under tight deadlines. * A strong desire to learn new technologies and an eagerness for intellectual growth are valued. * Possesses a solid understanding of AV operations and can build cost models, with strong critical thinking and problem-solving abilities. * Works well in collaboration with Engineering and Operations teams to ensure alignment on project roadmaps. * Positive attitude and contributes as a supportive team player. Ways to stand out from the crowd: * Balance of strong academic and extracurricular activities. * Leadership positions. * Strong analytical skills and advanced financial modeling techniques. * Exemplary communication, written and verbal, and interpersonal skills. * Prior work experience in Finance in the Technology sector. Widely considered to be one of the technology world's most desirable employers, NVIDIA offers highly competitive salaries and a comprehensive benefits package. As you plan your future, see what we can offer to you and your family *********************** Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The hourly rate for our interns is 20 USD - 71 USD. You will also be eligible for Intern benefits. Applications for this job will be accepted at least until December 22, 2025. NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.
$51k-74k yearly est. Auto-Apply 3d ago
2026 Intern - Financial Analyst
Adobe 4.8
Finance internship job in San Jose, CA
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen. We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours! The Opportunity Join a high-visibility team managing worldwide consolidation for DME sales finance while driving automation across multiple business processes. This internship offers hands-on experience in forecasting, predictive modeling, and process improvement, providing exposure to global finance operations. What You'll Do As an intern, you will: Develop and maintain predictive models to improve rolling sales forecasts. Analyze historical and current sales/financial data to identify trends and insights. Implement automation to streamline reporting and finance workflows. Collaborate with cross-functional teams to gather requirements and support business solutions. Document models, assumptions, processes, and results for transparency and reproducibility. Recommend enhancements to forecasting methodology and reporting tools. What You Need to Succeed Strong analytical and problem-solving skills. Hands-on experience with forecasting and predictive modeling. Proficiency in data tools such as Excel, SQL, Tableau, or Power BI. Attention to detail and commitment to accuracy. Ability to work collaboratively and communicate effectively with cross-functional teams. Adaptability to navigate ambiguity and propose innovative solutions. Understanding of sales finance, forecasting, and global consolidation processes. Requirements Currently enrolled full-time pursuing a Bachelor's or Master's degree in Finance (or equivalent) with an expected graduation date between December 2026 and June 2027. Ability to participate in a full-time internship from May-September. Technical and functional skills: Data analysis and visualization (Excel, SQL, Tableau, Power BI) Predictive modeling and statistical analysis (Python, R) Financial and sales knowledge, including forecasting and consolidation Process automation (VBA, Python, workflow tools) Strong problem-solving and critical thinking Effective communication and collaboration skills Expected Impact Improved forecast accuracy and reliability. Reduced manual effort in sales finance consolidation. Enhanced ability to make data-driven business decisions. Foundation for scalable automation across other business areas. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $25.00 -- $30.00 hourly. Your recruiter can share more about the specific pay rate for your job location during the hiring process. State-Specific Notices: California: Fair Chance Ordinances Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and “fair chance” ordinances. Colorado: Application Window Notice If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs. Massachusetts: Massachusetts Legal Notice It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more. Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
$25-30 hourly Auto-Apply 15d ago
Behavior Analyst Intern - MOD
ACES 4.4
Finance internship job in Modesto, CA
Job Details Modesto, CA $24.00 - $27.00 HourlyDescription Pay Range: $24 - $27 /hour (based on experience) ACES is driven to elevate the standards in the treatment of autism. Our team of Applied Behavior Analysis (ABA) clinicians is deeply committed to helping children with autism and related disorders reach their fullest potential through home and clinic-based services. ACES is the only autism provider who is nationally recognized for quality care as part of Aetna/CVS's Institute of Quality. We are also an award-winning workplace where you can grow your career, collaborate with a supportive team, and make a lasting impact on the lives of people in your community. Position Summary: The mission of the Behavior Analyst Intern at ACES is to elevate the standards in the treatment of Autism by engaging in activities to increase their skills to a supervisory level while also providing effective and efficient implementation of services that positively impact the lives of ACES' clients via ABA therapy. Behavior Analyst Interns implement Applied Behavioral Analysis (“ABA”) programs that focus on decreasing maladaptive behaviors and increasing social, communication and adaptive skills with clients affected by Autism Spectrum Disorders and/or other special needs under the direction of a Supervisor. In addition, Behavior Analyst Interns also engage in various educational, training, assessment and in the field application activities to prepare themselves for a supervisory level position at ACES under the direction of an Area Director/Area Manager. What You'll Do: Performing direct intervention services on a 1:1 basis (or in small groups) within a client's home, school, community or in a clinic setting, which includes: Following Supervisor(s) direction regarding responsibilities, performance, and ABA program implementation; Setting-up and manipulating environments for direct intervention sessions to decrease distractions and ensure the safety of the client and interventionist; Creatively implementing programs to ensure clients learn in a fun and effective environment; and Working independently and problem-solving challenging situations Collecting and graphing data daily and maintaining client databook(s) in a clear, accurate and organized manner. Communicating questions/concerns regarding program implementation (including status, problems, or intent to change any aspect of the behavior/educational program) to Supervisor(s) during scheduled session times via direct communication, communication logs and/or supervision notes. Attending and participating in mandatory direct services meetings, training and/or certifications as scheduled. Strictly following any and all ACES policies and procedures, including, but not limited to, the policies described in this Handbook, or any other rule or regulation as may be communicated to employees from time to time. Completing all Behavior Analyst Intern Checklist Items within the time provided, including training, assessments, competencies, and application of concepts with clinical staff and clients out in the field. Attending and preparing for all required Behavior Analyst Intern meetings per the direction of their ADAM. Completing all necessary paperwork and education requirements to be in compliance with BACB and/or college requirements for advanced degrees (e.g., MA, MS) and certifications (e.g., BCaBA, BCBA). The foregoing job responsibilities are illustrative only and are not meant to be exhaustive. ACES reserves the right to change, amend, or modify the job description/responsibilities at any time and in its sole discretion. Qualifications Required Qualifications: Minimum enrollment in a MA or BCaBA Program; MA Degree and/or BCaBA preferred Exposure to individuals with disabilities or Autism Spectrum Disorder Background check clearance and up-to-date immunizations may be required CPR certification 6 months experience working with clients with ASD or other special needs Valid driver's license and/or reliable transportation Background check, tuberculosis test, Livescan fingerprint, and any other funding source required clearance Comfortable working in home, community, school, clinic, and military base environments Strong desire to support and develop skills and abilities of staff Proficient with MS Office Suite, word processing, spreadsheets, email, database software, and project management software Highly organized Professional, positive attitude and appearance Excellent communication skills Physical Requirements: Ability to exert up to 10 pounds of force and lift/move up to 25 pounds Direct work with clients may include, without limitation, the following physical demands: sitting, kneeling, squatting, running, twisting and turning, reaching above shoulders and/or frequent physical transitions Additional Information ACES is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, disability, age or covered veteran status. To find out more about how ACES uses employee data for business purposes, see our Employee Privacy Policy (************************************************** If you are having any issues with submitting your application, please reach out to us directly at *******************. Please note: When uploading your resume, there cannot be special characters in the file name or you will not be able to submit your application.
$41k-65k yearly est. Easy Apply 60d+ ago
Financial Analyst Intern, application via RippleMatch
Ripplematch Internships 3.9
Finance internship job in San Francisco, CA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
$44k-70k yearly est. Auto-Apply 60d+ ago
Financial Planning & Analysis Analyst Intern (Summer 2026)
McGrath 4.5
Finance internship job in Livermore, CA
Job DescriptionThe specific pay rate and level will depend on the successful candidate's qualifications, prior experience and location. As a Financial Planning & Analysis Analyst Intern, embark on an enriching 8-10 week summer journey with our Internship Program, running from June to August 2026 - an ideal opportunity to gain hands-on experience, sharpen your skills, and build lasting connections. Ready to Have an Impactful Summer in 2026? Apply Today! ????“A Day in the Life” As Financial Planning & Analysis' sole summer intern, you will support all of our business units and internal teams, with a primary focus on enhancing financial visibility, maximizing the value of our data, collaborating with a forward-thinking team, and making a real impact from day one. You'll apply your analytical capability and business curiosity to turn data into insights. One day you might be assembling monthly reporting packages, and the next, you're deep-diving into performance data and financial models! Join a team where the groundwork is already set for success-dive straight into meaningful work, using advanced tools to generate insights and support business decisions. Your data-driven decisions will contribute to tangible business outcomes, an enhanced customer experience, and expanded digitally initiated revenue. ????About McGrath What started as a small business over 45 years ago has blossomed into a $900M+ publicly traded (NASDAQ: MGRC) industry leader with 1,200+ employees, five dynamic business units, Mobile Modular, Portable Storage, TRS-RenTelco, Enviroplex, and Kitchens To Go. We've built our success on innovation, a strong entrepreneurial spirit, strong values, and an exceptional team. McGrath delivers modular solutions that help businesses, schools, and communities solve tough space and infrastructure challenges with speed and confidence. We offer ready-to-deploy buildings, storage, and specialized equipment, kitchens, EV charging stations and solutions specifically designed for data center campuses. Through our TRS-RenTelco division we bring test equipment from leading global brands to support entire data centers. We enable our customers to operate smarter, scale faster, and achieve lasting results. ????“What You'll Do” Support forecasting and annual planning models to drive process efficiency and accuracy. Deep dive into performance data, pricing, volume, and utilization Assess operational efficiency, cost management, and productivity metrics. Enhance data visibility through improved dashboards, stronger historical data integration, and better data quality-aimed at uncovering trends that drive profitable revenue growth. Assist analysis for strategic initiatives and special projects. Compile historical metrics and refresh term analysis for contracts. Support corporate department modeling. Partner on data workflows and ensure data integrity in automated outputs. Performs other duties as assigned. ✅“Must Haves" Currently enrolled in an accredited educational institution. Actively pursuing a bachelor's degree in finance, Economics, Math, or related field with at least two years of undergraduate studies completed (junior status minimum) Cumulative GPA of 3.0 or higher Resourceful, driven, and thrives in a fast-paced environment. High proficiency in Excel, PowerPoint, Power BI and Power Query Self-starter, highly adaptable, self-motivated, and proactive Exceptional communication, influence, and interpersonal skills Strong problem-solving and analytical thinking Team player with a collaborative mindset and customer-centric approach Open to constructive feedback and committed to continuous learning. Strong time management and organizational skills ????“Nice to Haves” Prior intern experience in a similar field Finance/FP&A experience ????Why This Role Rocks McGrath is a preferred pathway for scalable, future-ready business infrastructure. Be a part of future-proof solutions that evolve with market and technology shifts. Here, YOU Matter isn't just a phrase! We empower every employee to make an impact through collaboration, creativity, and integrity. Our teams enjoy professional growth and a culture rooted in balance, inclusion, and innovation. Your participation and contributions are meaningful and impactful for the company - and for your professional journey! ????Program Perks Mentorship from high-level professionals Hands-on real-world training with finance leaders Participate in presentations to company leadership. Real-world experience beyond the classroom environment Build your professional network. A supportive workplace where YOU matter-and where EQ is as important as IQ. At McGrath, we don't just build spaces, we build opportunities. Flexibility & Evolving Responsibilities This job posting is intended to convey the general nature and level of work expected in the role. It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Responsibilities may evolve over time, and team members may be asked to take on additional tasks or adjust their focus in response to changing business needs-sometimes with or without prior notice. This flexibility is a valued part of our culture and supports our commitment to collaboration, agility, and shared success. Pre-employment screenings are conducted after a conditional offer of employment is extended, in accordance with fair hiring laws. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, on the basis of disability and any other legally protected status. Our company uses E-Verify to confirm employment eligibility. #MGRC #LI-Hybrid
$37k-49k yearly est. 10d ago
Intern - Financial Analyst
Beyond Holding Us, LLC
Finance internship job in Irvine, CA
Financial Analyst Intern Duration: 1-6 months (Specific dates to be agreed upon with the selected candidate) We are seeking a diligent and analytical Financial Analyst Intern to assist our investment team during the upcoming winter break period. The intern will gain hands-on experience in real estate financial reporting, analysis, and forecasting within a fast-paced business environment. Responsibilities - Collaborate with the investment team to gather and evaluate real estate marketing data, ensuring alignment with business objectives. - Provide innovative solutions and recommendations to enhance financial performance and support cost-reduction strategies. - Support the development of financial models for forecasting and budgeting purposes. - Analyze industry trends to identify potential investment opportunities or financial risks. - Contribute to the preparation of detailed reports and presentations for investors. Qualifications - Previous experience in finance, particularly within the real estate sector, is highly desirable. - Involvement in student union or leadership experience in campus organizations. - Legal work status in the United States (U.S. citizens and Green Card holders preferred). - Strong analytical skills and proficiency in Microsoft Excel, PPT and financial modeling. - Excellent organizational, communication, and presentation skills. Note to Applicants: These internships are designed to provide significant educational experience and are aligned with the intern's formal education program. They will provide opportunities for professional development in a real-world context and are intended to complement and enhance the intern's academic learning.
$35k-50k yearly est. 60d+ ago
Associate Financial Advisor - Coastal Wealth Advisors
Thrivent Financial 4.4
Finance internship job in Parksdale, CA
Meaningful work. Rewarding career. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. Coastal Wealth Advisors is an independent financial services practice of Thrivent in Newbury Park, CA. We are growing and adding an Associate Financial Advisor to our team. As a team, we simplify people's financial lives and maximize their opportunities through holistic planning, advice, and consistent execution. Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love. This is a full time, onsite role. Job Description This position provides support to our existing client base by working with Lead Advisor or independently. Position may be responsible for formulating and implementing advice but may also rely on team members to develop recommendations. Serves as a resource to Lead Advisor and clients in handling, researching, and communicating inquiries regarding their accounts and supports the daily operations of the practice. As an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Coastal Wealth Advisors, including: Maintain existing client relationships through processing client requests, resolving client questions, and making sure client information and documentation are up to date Work independently with minimal supervision servicing and maintaining strong relationships with existing clients Maintain contact with clients to provide and/or obtain information, and answer product-related questions, and assist with transactions and service requests Assist Lead Advisors in the preparation and follow-up for client meetings Update and maintain client information in several planning tools, including Salesforce, Money Guide Pro, Morningstar, and others May fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications Complete electronic and paper service forms and new business applications May accept and/or enter trade orders from clients, including unsolicited trade orders Seek to identify potential sales opportunities with new and existing clients Partner with Financial Advisors to help close the opportunity May sit second chair in meetings to take notes May handle all post meeting tasks Other responsibilities as assigned by the Lead Advisor You will be employed/contracted by Coastal Wealth Advisors. 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 clients live, work and worship. Our ideal candidate is: Planning/Organizing Analytical thinker Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility Requirements Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Previous financial services experience desired, 3-5 years preferred Demonstrated customer service orientation/experience, 3+ years preferred Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information External/Internal Dependencies Must be able to work with all roles of the sponsoring financial advisor Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure. Compensation and Benefits The package will include a competitive salary of $80,000 - $110,000, splits for new business as well as potential bonuses, participation in a Simple IRA plan with employer match and option of medical stipend. Compensation will be market and situation-based, corresponding About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Pay Transparency 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.
$80k-110k yearly Auto-Apply 5d ago
Internship: Investment Solutions (Summer 2026)
Wilshire 3.8
Finance internship job in Santa Monica, CA
As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description Wilshire is seeking incoming interns to join our Manager Research team for Summer 2026. As part of the investment team, you will deepen your knowledge of markets, managers, and investment processes, contributing directly to research and analysis that drives client outcomes. The application deadline is January 23, 2026. What You'll Do: * Participate as a contributing member of the manager research team in the evaluation and selection of third-party managers, specializing in either traditional or alternative asset classes. * Aid in maintaining research databases and ensuring data accuracy. * Assist with the drafting of investment memos for fund investments, co-investments, and secondary transactions. * Support senior analysts and portfolio managers in analyzing investment opportunities and trends. * Prepare summary presentations and research materials for internal and external use. Qualifications * Working toward a bachelor's degree in Economics, Finance, Business, or a related field (graduation between 12/2026 and 6/2027). * Previous internship or academic research experience in finance, investment banking, or consulting a plus. * Exceptional analytical and problem-solving skills (quantitative and qualitative). * High proficiency in Microsoft Excel and Office Suite. * Strong written and verbal communication skills. * Detail-oriented, organized, and able to manage multiple priorities efficiently. * Proactive and able to work both independently and collaboratively. Additional Information * This position will work on a hybrid model out of our Santa Monica, Pittsburgh, Chicago, or Broomfield office * We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more. The pay range for this position is $25/hour. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment. Visit **************** for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or ************. #LI-Hybrid
$25 hourly 11d ago
Financial Solutions Advisor - San Joaquin Valley Area
Bank of America 4.7
Finance internship job in Modesto, CA
Manteca, California;Stockton, California; Modesto, California; Tracy, California; Merced, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************* **Job Description:** *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$45k-68k yearly est. 60d+ ago
Finance Analyst - (NO REMOTE WORK)
Crystal Creamery 4.3
Finance internship job in Modesto, CA
Crystal Creamery is currently looking for a Finance Analyst Crystal Creamery is seeking a highly motivated individual to be a part of the Crystal FP&A team and partner closely with our sales organization on pricing input, reporting and analysis. Analyst duties include understanding key financial systems, working collaboratively with end-users to understand inputs, and developing clear reporting and communication back to stakeholders. Requirements Requirements Duties/Essential Job Functions · Prepare pricing summaries for monthly & weekly updates (present to sales directors) · Support coordination and preparation of budget, forecasts, and management reporting deliverables · Prepare and send out daily and weekly sales metrics · Update customer price contracts and audit pricing updates · Learn key financial systems and drive efficiencies on manual processes like data entry and report generation. Lead development and improvement of key financial reports. · Analyze impacts of price changes and develop clear communication of the margin impacts to stakeholders. · Collaborate with team to help identify improve margins on commercial products and provide recommendations. · Generate recurring sales and P&L reporting to update Crystal leadership on business performance · Other duties as assigned by supervisor. Position Requirements · Education: A bachelor's degree in Business Administration or equivalent 1-3 years of experience in finance-related work, corporate and/or commercial finance. Preferred experience with SAP or business intelligence reporting tools Knowledge & Experience · Strong analytical and critical thinking skills · Ability to multitask, prioritize, and execute on assigned deliverables · Eagerness to grow and learn the business · Ability to work in a dynamic, fast paced environment to meet tight pricing deadlines · Advanced knowledge in Excel, Pivot tables and writing formulas · Ability to develop customer service and leadership skills Crystal Creamery is an Equal Employment opportunity and Affirmative Action Employer. We do not discriminate on the basis of race, traits historically associated with race, including but not limited to, hair texture and protective hairstyles (such as braids, locks, and twists), color, national origin, ancestry, creed, religion, physical disability, mental disability, medical condition as defined by applicable state law (including cancer and predisposing genetic characteristics in California), genetic information, marital status, familial status, sex, gender, gender identity, gender expression, pregnancy, childbirth or related medical conditions, sexual orientation (actual or perceived), transgender status, sex stereotyping, age, military or veteran status, domestic violence or sexual assault victim status, or any other basis protected by applicable law. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Crystal Creamery is committed to providing reasonable accommodations for candidates with disabilities in our recruitment process. Salary Description 70,000 to 75,000
$65k-98k yearly est. 60d+ ago
2026 Summer Intern - Finance & Accounting Analyst
Pacific Investment Management Co 4.9
Finance internship 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 internship jobs

How much does a finance internship earn in Merced, CA?

The average finance internship in Merced, CA earns between $29,000 and $56,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Merced, CA

$40,000

$29,00010%

$40,000Median

$56,00090%

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Finance internship jobs in Merced, CA

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2026 Summer Intern - Finance & Accounting Analyst

Learn more about finance internship jobs

How much does a finance internship earn in Merced, CA?