Bilingual Business Controller (Eng/Mandarin) - Overseas Expansion
Finance manager job in Irvine, CA
Job Title: Business Controller
JD.COM is a Chinese e-commerce company headquartered in Beijing. With revenues more than US158.8 billion in 2024, JD.com is China's largest retailer by revenue, and ranks #44 on Fortune Global 500 list.
JD Logistics, the logistics arm of JD.com, has announced plans to double its overseas warehouse space by the end of 2025 and that's just the beginning!
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We are seeking a Business Controller to join our growing team based in Irvine HQ or Fontana, CA. This role will be a crucial member of the Finance Business Partner Team to take the North America Business to the next level!
Key Responsibilities:
1. Overseas Business Expansion and Cooperation: Participate in the entire process of overseas business expansion and partnerships, including contract negotiation and review, and identify and assess financial risks.
2. Cross-Departmental Communication and Resource Coordination: Facilitate cross-departmental communication and resource coordination among business, finance, tax, and legal teams to ensure the implementation of business processes.
3. Financial Consultation: Provide answers to basic financial queries from the business side. Collaborate with relevant parties to evaluate complex financial issues and deliver comprehensive financial solutions.
4. Operational Analysis and Support: Offer support for operational analysis, including the design of financial and tax processes. Follow up and communicate financial system requirements.
5. Risk Management and Cost Optimization: Proactively identify and manage risks based on current business conditions. Highlight issues in business development and propose strategies for cost reduction and efficiency improvement.
Qualifications:
1. Education: Bachelor's degree or higher. Experience in the internet industry, particularly in international business, is preferred.
2. Language Skills: Proficiency in English and Fluency in Mandarin.
3. Technical Skills: Proficient in Excel and PowerPoint. Experience with SQL or other data processing tools is an advantage.
4. Soft Skills: Strong communication skills and a collaborative team spirit. High sense of responsibility and ability to work under pressure.
Senior Financial Planning Analyst
Finance manager job in Irvine, CA
Endeavor Agency (************ CRE.com) is a commercial real estate talent agency providing high touch recruitment services throughout California and major western US cities. Endeavor has engaged with a privately held, established and well known real estate development and investment company seeking a Senior Financial Planning Analyst to support the Asset Management team by building and maintaining portfolio financial models, analytical tools, and automated workflows to drive portfolio performance and strategic decision-making. The role ensures data integrity across reporting systems, prepares investment materials, and leads process improvements. The Sr FP&A Analyst also assists with underwriting for leases and capital projects, quarterly portfolio reviews, business plans, and market analysis.
Responsibilities:
Develops and maintains financial, operating, and analytical models (Excel, Argus, Google Sheets) to support asset performance review, scenario analysis, and strategic decision-making
Builds, maintains, and enhances automation tools, including Excel VBA macros and Google Sheets scripts, and leads process improvement initiatives involving workflow optimization, data governance, and business intelligence tool development
Ensures data integrity and consistency across internal tools, templates, dashboards, and reporting systems for leasing, financial, capital, and operational information
Provides analytical and underwriting support when evaluating leases, tenant credit worthiness, capital investments, new development projects, and acquisition opportunities
Participates in quarterly property reviews and forecasts; creates summary reports including budget variances, occupancy and leasing updates, operating expenses, capital expenditures, and potential loan refinance implications
Additional Skills:
Superior Excel skills, including strong modeling capability; VBA and ARGUS experience preferred, but not required
Experience with financial statement analysis and a strong understanding of corporate finance concepts
Demonstrates ability to distill complex data, analyses, and trends into clear, concise written summaries and visual tools that enable stakeholders to understand key insights and takeaways quickly
Strong written communication skills with the ability to translate quantitative findings into business-ready messaging
Controller
Finance manager job in San Diego, CA
Might you be looking to advance your career with an exciting direct hire Controller position with a well-established real estate firm in San Diego? If a challenging roll up your sleeves management position speaks to you please continue reading and apply right away!
Responsibilities of this Controller career opportunity include:
Oversee the financial wellbeing of the company.
Manage and mentor the accounting team.
CAM reconciliations.
Develop and implement process improvements to help with streamlining.
Liaison between accounting and property management teams to ensure smooth collaboration.
Handle all escalated issues and act as the primary accounting contact for clients.
Provide strategic financial support to drive company growth and operational success.
Minimum requirements:
8+ years of experience in general accounting.
Background in property management accounting; commercial real estate experience.
Familiarity with Yardi, AppFolio, or MRI.
Detail-oriented with a passion for improving systems and processes.
Strong communication skills for client and internal interactions.
Proven leadership skills and ability to coach a team.
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, and 401K plan. Program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled. To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit *****************************************
Financial Planning and Analysis Manager
Finance manager job in San Diego, CA
About the Job
Hello, potential PriceSmart candidate. 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 the greatest contributions to the company can come from anywhere in the organization, and we know that the next one could be yours!
The FP&A Manager supports monthly, quarterly, and ad hoc reporting for internal stakeholders as well as analysis of key priorities to the executive team. Responsibilities include month-end close reporting and providing actionable insights, communicating financial results to finance leadership, and providing key support related to forecasts and headcount planning. The successful candidate will have excellent verbal and written communication skills with the demonstrated ability to influence both peers & leaders, a constant sense of curiosity about the business, strong sense of ownership, and a strategic mindset. This position requires strong organizational skills, attention to detail, and commitment to data integrity.
What You'll Do
The FP&A Manager performs a wide range of duties that may include, but are not limited to:
Support key internal and external reporting deliverables including monthly close, monthly business review, and quarterly earnings analysis to our executive team.
Support the quarterly rolling forecasting and annual plan process, including alignment of targets, processes, and timelines. Assist with the development and maintenance of forecast and budget templates.
Manage creation & compilation of executive presentations including monthly business review, quarterly materials, and other leadership meetings.
Support automated reporting and process optimization efforts including internal reporting and executive team KPIs.
Manage the headcount management financial planning system within Planning Analytics (TM1) and provide timely reporting.
Develop and maintain a strong knowledge of retail and general industry trends, practices and issues, while assessing and communicating their potential impact on the business.
Provide ad hoc analyses and special projects supporting finance leadership.
Who You Are
Qualifications:
Hands-on experience with Planning Analytics, or similar financial planning system or Business Performance system, a plus.
Exposure to the following is a plus: Data analytics visualization and BI reporting tools, and predictive models, such as IBM SPSS and Python.
Strong quantitative abilities.
Solid problem solving and time management skills.
Excellent communication skills with the ability to build relationships.
Ability to effectively manage and set priorities based on immediate and long-term business needs.
Comfortable performing ad-hoc research and analysis.
Detailed oriented with strong organizational, analytical, and problem-solving skills.
Strong influencing and interpersonal skills.
High level of commercial acumen.
Experience with multiple subsidiary structures and working with different functional currencies.
Education, Skills and Experience:
Bachelor's degree in Finance, Economics, or a relevant field.
Minimum of 5+ years of relevant analytical experience.
In-depth knowledge of accounting rules and regulations (including GAAP), as well as best practices for financial analysis.
Bilingual English/Spanish required.
Strong analytical and communication skills and demonstrated ability to translate to non-finance/accounting people.
Proficient in financial management software, with Planning Analytics experience preferred.
Advanced computer software skills, including Microsoft Excel, PowerPoint, and other Microsoft applications.
Some Important Intangibles
You feel connected to our mission and values: Integrity, Respect, Accountability, Passion, Community and Continuous Improvement
You are a self-starter who doesn't need direct supervision to motivate you for success
You enjoy sharing your quirkiness and talents with your coworkers
Enjoy working hard
Full of energy for the things one sees as challenging
The ability to remain calm when dealing with unforeseen constraints.
The above description is designed to state the general nature and level of work performed in the function. It is not intended to contain or be construed as an exhaustive inventory of all job duties, responsibilities and qualifications required of employees assigned to this job. A complete job description may be made available to you through the hiring process.
Benefits & Perks
We believe taking care of our people is the right thing to do. This is what we can offer for all your hard work:
Competitive pay
Medical, Dental and Vision plans
Employee Assistance Program
Education Assistance Program
401K Contributions
Life Insurance
LTD
PriceSmart Membership Card
Pet Insurance
Calm Meditation App
BenefitsHub for Employee Discounts
Fun events
Employee recognition
Supportive, nurturing environment with many opportunities for learning and growth
...and more!
Our Commitment
We not only embrace and celebrate the diversity of our membership base and communities, but also strive to achieve the same in our employees. At PriceSmart, we are committed to equal employment opportunity, regardless of race, color, religion, national origin, gender, sexual orientation, age, disability, veteran status or any other class protected by applicable law. We are proud to be an equal opportunity employer.
Get to know us
PriceSmart was founded with a purpose to inspire and impact the lives and businesses of our Members, our employees and our communities through the ethical delivery of the best quality goods and services at the lowest possible prices.
Throughout the years, we have constantly asked ourselves how we can do more and have a greater impact. We want to prove that we are a company that can grow, be profitable and do good in the world, and we have learned that it takes a great organizational culture to achieve that goal.
At PriceSmart, you can look forward to company events, anniversaries celebrating our employees with more than 20, or 30 years of tenure, volunteering and learning opportunities, and just great company filled with curious, kind folks. Dreaming up and sharing ideas aren't responsibilities reserved for certain teams or leaders; the challenge of building our own culture is on all of our shoulders. That sense of community and belonging keeps us excited to walk through the door everyday, wherever that door may be, in any of our 13 countries.
Financial Consultant - Irvine, CA
Finance manager job in Irvine, CA
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales
Head of Business & Finance Transformation
Finance manager job in Irvine, CA
The Opportunity
Reporting to the Executive Vice President / Chief Financial Officer, the Head of Business & Finance Transformation, supports the realization of Delaware North's performance strategy by providing program leadership during a multi-year journey to optimize Delaware North's Finance function. The end goal is the implementation of an operating model that drives optimization of the Finance function across the enterprise. The business results of a new operating model enhances enterprise value, positions Delaware North for effective and efficient growth, and delivers bottom line year-over-year cost savings.
This is an opportunity to impact the governance, direction and agenda of Project Maximization's steering committee and stakeholders to effectively address strategic choices, conflicts and priorities.
The Head of Business & Finance Transformation is responsible for: 1.) Setting and executing a clear and impactful informational vision and strategy. 2.) Driving alignment and active sponsorship with key Delaware North stakeholders. 3.) Managing, and holding accountable, a large and diverse team to aggressive timelines. Ensuring the implementation of project scope, budget, schedule and quality by facing and addressing change resistance with personal and leadership resilience. 4.) Accountability for realizing value from implementing both quick wins and mid/longer term initiatives. 5.) Leading and managing detailed, well formulated transformative project work. This leader will set and socialize a clear vision for the future state operating model, including a concise case for why change is required. The position will drive to operating model integration decisions among both business and functional stakeholders by partnering with business leaders and functional leaders. The performance of the Program Team will demonstrate best in class program management.
Position Details
For this high-impact role, we seek a results-oriented, creative and strategic leader to define the overarching Finance function maximization strategy and longer-term integration vision by influencing executive leaders, creating plans and implementing initiatives across organizational boundaries. They will work in partnership with change lead, articulate and socialize the case for change - why Finance maximization and a more effective operating model is critical to Delaware North's success as a growing global company. Take a lead role in shaping the end-to-end Finance maximization program journey. They will possess an intimate understanding of the underlying changes in customer requirements and consumer expectations that are driving competitors to embark on similar integration efforts. Actively communicate with and continuously involve business stakeholders throughout program journey. This leader plays significant role with transformative initiatives and project work and executes to mitigate risk while driving for intended financial benefits. They will manages strategic vendor relationships including setting direction and managing outsource providers. Ensure collaboration, quality and consistency of engagement to produce effective project results. They will defines roles, responsibilities and accountabilities for project team members. Works effectively with functional leaders to ensure team members provide technical and functional expertise while working within the project. Routinely dialogue with functional leaders regarding team member performance and take appropriate action steps as necessary. This leader will provide direction and guidance to project leads. Identify and mitigate resources conflicts by identifying and prioritizing tasks. They will support execution of day-to-day project plan/activities; resolving day-to-day issues while tracking program status, issues and risks as well as project budget performance.
The leader we seek will facilitate the development of a leadership coalition which provides direction and ownership for the Finance Maximization Program overall. They will drive cross-functional and cross-Business Unit alignment to drive binding decisions across the organization. They will manage and drive key decisions around the Program including scope, budget, staffing, interdependencies and timing. Hold peers, team and third parties accountable to execute on agreed-upon Program decisions and commitments. They must work effectively with functional leaders across the enterprise to establish and manage project teams, while functional leaders (IT, HR, Procurement and Operations) remain responsible to provide needed expertise, standards and processes. They will also ensure project and functional reporting relationships, duties and expectations are commonly understood and implemented.
The Head of Business & Finance Transformation will staff key project maximization program roles. Provide on-going assessment, coaching and feedback to project team members and functional leaders against expectations and project deliverables. They will takes action, in concert with functional leaders, to address missed opportunities, development needs or performance issues. Establish project team vision, mission, planning and governance responsibilities to ensure common understanding and accountabilities within the team and to project stakeholders. This leader will provide process integration across the teams, coordinate cross team working sessions for key decision making and understanding. Coordinates timelines and resources while overseeing key Finance Maximization Program deliverables (e.g. Strategy, Operating Model, Value Case, Roadmaps, and Change Strategy) and subsequent creation on implementation plans. They will ensure effective partnerships with strategic vendors leading to effective augmentation of talent, skills sets and delivery of project deliverables. Providing visible and consistent program leadership, direction and focus by providing senior leadership visibility to program progress, risk issues and key decisions. Influencing senior leaders in establishing program objectives, timelines and resources with the ability to facilitate resolution to conflicts surrounding resources, priorities and competing demands.
The successful candidate will oversee the refinement of the value case for Finance Maximization Program - detailed, bottoms-up impact estimates that are presented to the program steering committee and additional senior leaders at Delaware North as needed. They will be responsible for the delivery of the program against the detailed value case. Regularly communicating progress to achieving value case across all stakeholder groups this leader will be responsible for spend against the Finance Maximization Program budget. Ensuring lessons learned are memorialized to incorporate into future transformation initiatives. Builds a network of project champions and human capital for on-going initiatives. They will champion success stories, builds enthusiasm and tells the story of organizational transformation and creation of value.
Qualifications
Education
BA/BS degree required; Master's degree or further professional designation preferred. A degree in Technology, Project Management, Business Management or a related field of study preferred.
Required
A minimum of 10 years of related experience with proven track record, including strategic support of senior executives aligning Technology, change management, workforce, strategies with business priorities.
Demonstrated experience and previous success leading transformative organizational work.
Proven ability to work with diverse stakeholders, manage competing agendas and priorities, and translate complex information across functions.
This role is located in Buffalo, NY, relocation to the Buffalo, NY area is required.
Travel: 30%. Travel requirements may peak to 50% as project requires.
Equal Employment Opportunity
Delaware North Companies, Incorporated and its subsidiaries consider applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status. Delaware North is an equal opportunity employer.
Who We Are
Delaware North is one of the largest and most admired, privately-held hospitality companies in the world. Founded and owned by the Jacobs family for nearly 100 years, it is a global leader in hospitality and food service with operations in the sports, travel hospitality, restaurants and catering, parks, resorts, gaming and specialty retail industries. Delaware North has annual revenue exceeding $3 billion with 60,000 employee associates. To learn more, visit **********************
This position will be based out of Delaware North's new global headquarters building in Buffalo, NY- an iconic 12-story glass walled structure on the corner of Delaware and Chippewa. The headquarters integrates the latest advances in environmental, energy conservation and office design. In addition to our offices, the building - which opened in 2015, was renamed The Delaware North Building in 2016 - is home to The Westin Buffalo hotel and Patina 250 restaurant, both of which we own and operate. The Delaware North Building is by all accounts a microcosm of our operations around the world, with a focus on exceptional customer experience, innovation and hospitality. What's more, the award-winning facility is a strong representation of our culture, which is rooted in family values and focused on collaboration through communication and high-performing teams.
Auto-ApplyRegional Finance Manager
Finance manager job in San Diego, CA
Do you want to build an impactful career to change the world for the better?
Geosyntec has an exciting opportunity for a Regional Finance Manager to support our Western North America operations. The position can be based in one of our western region offices, including Oakland, Los Angeles, Costa Mesa, or San Diego, CA; Lakewood or Greenwood Village, CO; Seattle or Bainbridge Island, WA; or other office locations within the Western region. As a member of the regional leadership team, this role is responsible for planning, organizing, and directing accounting, budgeting, and financial functions across regional offices. The Regional Finance Manager will oversee daily activities of regional contract administrative staff, ensuring adherence to corporate finance and accounting policies and procedures. The role also involves working closely with project managers to maintain effective financial controls related to invoicing, revenue recognition, work in progress, purchasing, and accounts receivable. Additionally, the individual will collaborate with the Corporate Accounting and Finance group to evaluate, recommend, and implement strategies for improving regional financial performance.
Geosyntec is an innovative, international engineering and consulting firm serving private and public-sector clients to address new ventures and complex problems involving our environment, natural resources, and civil infrastructure. Our engineers, scientists, technical and project employees serve our clients from offices across the world. Ranked by ENR as one of the top environmental engineering design firms, Geosyntec is internationally known for its technical leadership, broad experience, and exceptional client service.
We invest in our people. Each employee is unique, and your career at Geosyntec will be too. We offer competitive pay and benefits, and well-being programs to support you and your family.
To Learn More Visit: **********************************
Essential Duties and Responsibilities
Support regional leadership and operations teams in creating regional plans to achieve billing targets, rates, direct and indirect project costs, overhead, and profitability margins for professional services.
Assist regional leadership and operations teams with analyzing and interpreting operating results and their impact on regional operations.
Collaborate with department heads, project managers, and relevant corporate staff to enhance project accounting delivery systems to improve financial performance.
Examine financial data, prepare custom reports to summarize financial data, and communicate performance indicators to operations managers and department heads.
Oversee project initiation, billing, and collection activities in a regional office to ensure timely and accurate completion of these functions.
Analyze monthly financial statements to identify trends and variances; work with regional leadership to develop and implement action plans.
Compile, review, and present statistical information and reports measuring project performance against financial goals; recommend and implement actions to align results with objectives.
Establish and maintain systems for project managers to regularly update status, budgets, and other project-related data.
Coordinate with Corporate Finance and Accounting to identify, develop, and implement practices and procedures related to regional financial matters.
Help train professional staff, project managers, and contract administration staff on corporate accounting and project management policies and procedures.
Lead the development of the annual regional budget.
Compare financial performance to budget objectives, note variances, and develop and implement corrective measures as needed.
Assist with accounting audits and project reviews at the regional level.
Conduct research and lead purchasing and negotiation efforts for leases and capital purchases.
Take responsibility for special projects, such as budgeting or financial modeling for regional expansions and business management initiatives.
Develop procedures and guidance focused on enhanced financial performance for the business unit.
Follow company risk management program guidelines, monitor for potential loss situations, and report findings to regional leadership.
Participate in recruitment of staff and support career development.
Mentor subordinate staff on policy and procedure compliance, monitor adherence, and address performance issues.
Travel occasionally for regional meetings.
Drive personal, company, and rental vehicles to client or company project or office sites, and other business locations, as needed.
Education and Licensure
Bachelor's degree in business, finance or accounting. (preferred)
Master of Business Administration (MBA). (preferred)
Skills, Experience and Qualifications
A Bachelor's degree in business, finance, or accounting with at least eight (8) years of progressive professional experience; or a minimum of twelve (12) years of progressive professional experience in the fields of accounting, finance, budgeting, preferably within the engineering sector, with five years of experience in a Regional Project Administrator role. (required)
Demonstrated experience in leading teams and fostering strong relationships with both internal and external clients. (required)
Superior written and verbal communication abilities. (required)
Proficiency in analyzing complex financial documents, contracts, and supporting materials. (required)
Ability to prepare comprehensive, well-organized reports and deliver impactful presentations. (required)
Excellent interpersonal skills for managing complex or challenging situations. (required)
Comprehensive knowledge and experience using enterprise resource planning (ERP) and project management software. (required)
Valid U.S. driver's license and a satisfactory driving record for business travel. (required)
This opportunity will be posted for at least five days. Below are the potential compensation ranges that we in good faith believe are applicable for this role at the time of this posting and are only applicable for jobs to be performed in the specified location(s) below. The typical base salary range for this position is just one component of Geosyntec's total compensation package for employees. Actual compensation will be determined based on education, experience, skill set and location.
Minimum Salary: $104,335/year / Maximum Salary: $166,935/year (Costa Mesa, CA, San Diego, CA, Seattle, WA, Bainbridge, WA)
Minimum Salary: $99,590/year / Maximum Salary: $159,345 /year (Lakewood, CO, Greenwood Village, CO)
Minimum Salary: $109,075/year / Maximum Salary: $174,520/year (Oakland, CA, Los Angeles, CA)
We offer a comprehensive benefits package to all eligible employees including, 9 paid holidays, 2 floating holidays, a minimum of 8 sick days, and a minimum of 11 vacation days per year, in line with state or federal requirements. Employees (and their families) are offered medical, dental, vision, life, and disability insurance, 401(k), a variety of leaves of absences and other benefits to eligible employees.
#LI-TH1
#LI-Onsite
#LI-Hybrid
Auto-ApplyDirector of Finance & Accounting
Finance manager job in Carlsbad, CA
Job DescriptionHeadquartered in beautiful San Diego county, we are an award-winning general contractor focusing on multifamily projects. Due to growth and demand for our services, we are urgently looking for an experienced Finance & Accounting Director to join our team.
The Director is responsible for the overall financial management of the company. This includes overseeing the accounting department, preparing financial reports, and analyzing job cost to make informed business decisions. The ideal candidate will have a strong understanding of accounting and FP&A principles, preferably in construction environments. They will also be able to effectively manage a team and work independently to meet deadlines.
WHAT YOU'LL BE DOING
Lead and manage accounting staff
Financial reporting and analysis
Monitor and control project costs
Ensure compliance with financial regulations
Oversee accounts payable and receivable
Manage cash flow
WHAT YOU NEED FOR THE JOB
Bachelor's degree in Accounting or a related field
5+ years of experience in corporate accounting and financial analysis in compliance with GAAP principles
Strong experience in construction environments including job cost accounting, work in progress reports, and cost to complete analysis
Technical proficiency with tools like Sage, Procore, hh2, etc.
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills
Experience managing direct reports preferred
BENEFITS
Competitive base salary
Comprehensive benefits package (Medical, Dental, Vision)
401k with company matching
PTO
Life Insurance options
Tuition reimbursement
Well-established company with excellent clients
Professional and fun company culture
If you are interested in this position, please apply today! Thank you for your time and consideration.
Financial Controller
Finance manager job in Carlsbad, CA
Job DescriptionDescription:
Raken is a cloud-based, mobile, collaboration platform for the construction industry - we empower the people who build the world! Our goal is to transform the way the world builds by introducing technology to a 7,000 year old industry. To achieve this, we aim to attract unique, passionate people to the cause. We believe that faster, better reporting will improve the working lives of nearly 10% of the US labor force-the percentage of people currently working in construction. Helping turn the worst part of their day into the easiest (and fastest) is why we do what we do! We work with Commercial, Residential, and Specialty Contractors of all shapes and sizes; including many of the largest construction companies in the world.
We are seeking a highly skilled and detail-oriented Financial Controller to lead our accounting operations while supporting key financial planning and analysis (FP&A) initiatives. This hybrid role blends hands-on accounting leadership with forward-looking financial strategy, ensuring accuracy in reporting while driving insights that shape business decisions.
Seeking candidates near San Diego, CA for a hybrid role.
Why Join Raken?
Raken is a fast-growing SaaS company based in Carlsbad, California, serving thousands of customers worldwide.
We have received numerous awards, including recognition on Forbes' America's Best Startup Employers, the Inc. 5000 List of Fastest Growing U.S. Companies, and Top Workplaces in California.
We have continued to be recognized as a proud winner of the Best and Brightest Companies to Work For awards in both Southern California and the Nation since 2021.
Raken is consistently rated a High Performer for construction management solutions on leading review platforms such as G2, Capterra, and Software Advice, and we are recognized by G2 year after year.
Our culture is a top priority. We have a hardworking team that strives to make a meaningful impact and enjoys having fun along the way.
Our core values guide everything we do: Take Ownership, Keep Evolving, Stay Balanced, Elevate Others, and Let's Go!
If you are a driven individual who wants to make an impact at a company that truly values its culture, employees, and customers, Raken is the place for you.
If you are a driven individual who wants to make an impact at a company that truly values its culture, employees, and customers, Raken is the place for you.
Role Responsibilities
Accounting & Controls:
Manage month-end and year-end close processes to ensure timely and accurate financial statements.
Maintain internal controls and ensure compliance with GAAP, SaaS accounting best practices, and corporate policies.
Understanding of revenue recognition under ASC 606, including deferred revenue, contract assets, and multi-element arrangements.
Support annual audits and tax filings with external partners.
Prepare and review journal entries, reconciliations, and financial schedules.
Implement process improvements and automation to increase finance & accounting efficiency and accuracy.
Financial Planning & Analysis:
Partner with the VP, Finance and department leaders to maintain and enhance budgets, forecasts, and variance analyses.
Analyze financial performance and provide actionable insights to support decision-making.
Assist with board/bank reporting, management presentations, and KPI tracking.
Support long-range planning, cost optimization, and strategic financial initiatives.
Requirements:
Skills & Qualifications:
Bachelor's degree in Accounting, Finance, or related field (CPA preferred).
6+ years of progressive experience in accounting and/or finance, including supervisory experience (SaaS experience preferred).
Strong understanding of GAAP and financial reporting requirements.
Proven experience with budgeting, forecasting, and financial modeling.
Proficiency with ERP/accounting systems (e.g., NetSuite, QuickBooks Enterprise, or similar).
Advanced Excel skills; familiarity with BI tools (e.g., Power BI, Tableau, or Looker) a plus.
Excellent analytical, organizational, and communication skills.
Attributes for Success:
Hands-on and detail-oriented, but able to think strategically.
Strong business acumen and ability to translate numbers into insights.
Collaborative leader with a continuous improvement mindset.
Comfortable working in a dynamic, fast-paced environment.
Benefits:
Medical, dental and vision with generous employer contribution
HSA/FSA
Life/LTD
Generous PTO
12 Paid Holidays
401k + Match
Continuing education with reimbursement opportunities
Free on-site gym
Company Social Events
Excellent company culture
Modern office with Ocean view and amenities
Diversity and Inclusion
We are committed to cultivating and preserving a culture of inclusion and connectedness. We are able to grow and learn better together with a diverse team of employees. The collective sum of the individual differences, life experiences, knowledge, innovation, self-expression, and talent that our employees invest in their work represents not only part of our culture but is a key contributor to our success. We welcome the unique contributions that you can bring in terms of education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, color, religion, disability, sexual orientation and beliefs.
Want to learn more about us? Visit: ***********************
Treasury Manager
Finance manager job in Irvine, CA
We are seeking a driven and results-oriented **Treasury Manager** to join our finance team. This role is ideal for a proactive professional who thrives in a dynamic environment and is passionate about optimizing cash flow and treasury operations. The Treasury Manager will play a critical role in forecasting, liquidity management, and cross-functional collaboration to support strategic financial initiatives.
**This position reports to the Sr. Director, Tax and Treasury and is baed in Irvine, CA.**
**As the Treasury Manager, you will have an opportunity to:**
+ Lead and manage daily treasury operations, including cash positioning, liquidity planning, and bank relationship management.
+ Develop and maintain robust cash flow forecasting models, ensuring accuracy and alignment with business needs.
+ Partner cross-functionally with FP&A, Accounting, Tax, and Business Units to support treasury-related initiatives and ensure seamless execution.
+ Identify and implement process improvements to enhance treasury efficiency and reporting.
+ Support capital structure planning, debt compliance, and investment strategies.
+ Prepare and present treasury reports and dashboards for senior leadership and stakeholders.
+ Ensure compliance with internal controls, policies, and regulatory requirements.
**You have:**
+ 5-6 years of progressive experience in treasury operations or corporate finance.
+ Strong expertise in cash flow forecasting and liquidity management.
+ Proven ability to work cross-functionally and influence across teams.
+ Results driven mindset: A go-getter mindset with a high level of initiative, ownership, and accountability.
+ Accounting qualification (CPA, ACA, FCA, or equivalent) preferred.
+ Advanced proficiency in financial systems and tools (e.g., Excel, ERP systems, treasury platforms).
+ Excellent communication and analytical skills.
\#LI-KK1
**Pay Range:**
Annual Salary: $120,000.00 - $140,000.00
The actual annual salary offered to a candidate will be based on variables including experience, geographic location, education, and skills/achievements, and will be mutually agreed upon at the time of offer.
We offer a highly competitive salary, comprehensive benefits including: medical and dental, vision, disability and life insurance, 401K, PTO, paid holidays, gear discounts and the ability to add value to an exciting mission!
Our Postings are not intended for distribution to or use in any jurisdiction, country or territory where such distribution or use would violate local law or would subject us to any regulations in another jurisdiction, country or territory. We reserve the right to limit our Postings in any jurisdiction, country or territory.
Equal Opportunity Employer Minorities/Females/Protected Veteran/Disabled
**Revelyst is a collective of makers that design and manufacture performance gear and precision technologies. Our category-defining brands leverage meticulous craftsmanship and cross-collaboration to pursue new innovations that redefine what is humanly possible in the outdoors. Portfolio brands include Foresight Sports, Bushnell Golf, Fox, Bell, Giro, CamelBak, Bushnell, Simms Fishing and more.**
Revelyst is an equal opportunity employer. All applicants are considered for employment without regard race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status, and any other characteristics protected by law. The EEO Law poster is available here: ****************************************************************
If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ******************** . Please note that this email address is for accommodation purposes only. Revelyst will not respond to inquiries for other purposes.
Director, Finance & Accounting
Finance manager job in San Diego, CA
Description & Requirements Maximus is currently seeking a Director, Finance & Accounting. In this role, you will be responsible for performing and providing financial oversight to the business. . Essential Duties and Responsibilities:
- Prepare financial budgeting, forecasting and reporting on a monthly, quarterly, and annual basis, while performing variance analysis between forecast and actual.
- Ensure effectiveness of accuracy and timeliness of forecasting, reporting, accruals, and other financial related processes and systems on a weekly and monthly basis.
- Provide direct financial leadership and support for assessing service allocation rates, composition of cost pools for new allocations.
- Work with group and project finance teams to develop, administer, and implement process improvements and methodologies and cost allocation expectations.
Job-Specific Essential Duties and Responsibilities:
- Lead a team of financial professionals to develop and implement a financial strategy that is effective, consistent and aligns with the organization's overall financial strategy.
- Responsible for oversight and maintenance of project financial records and forecasts.
- Provide strategic pricing leadership to support a new business area.
- Participate in all internal and external audits.
- Oversee the monthly and quarterly financial close process for assigned businesses.
- Coordinates with Project Management to develop operational productivity analysis and tracking of metrics to identify where cost efficiencies can be achieved.
- Reviews contract modifications, maintain financial contract files and prepares reports, documentation and presentations as appropriate.
- Ensure client invoices are compliant with MAXIMUS policy and client requirement to ensure projects are billed accurately and timely.
- Manages Direct Sales Outstanding by expediting collections and keeping unbilled as low as possible.
- Ensure compliance with applicable policies and procedures as well as US GAAP, FAR, CAS and statutory regulations, acting as a champion of the company policy and procedures.
- Provide monthly, quarterly and annual forecasting for financial and business planning with Project Management and Division finance and works closely to track performance and provides timely variance and Risk and Opportunity analysis.
- Prepares routine and ad-hoc financial reports and analysis using MAXIMUS proprietary tools, Enterprise solutions, CostPoint, Cognos Reporting, and Excel
- Lead cooperative effort among members of a team.
- Provides ongoing supervision too assigned staff.
- Responsible for identifying and resolving issues, problems and concerns.
- Receives assignments in the form of objectives and determines how to use resources to meet schedules and recommends changes to policies and establishes procedures.
- Interacts with different levels of external and internal customers.
- Ensures the confidentiality and security of all corporate information.
- Other duties as assigned.
Minimum Requirements
- Bachelor's degree in related field required.
- 10-12 years of relevant professional experience required.
Job-Specific Minimum Requirements:
- Bachelor's degree in accounting or finance from an accredited college or university or equivalent experience in lieu of degree. Master's Degree preferred.
- Due to customer requirements, United States Citizenship is required.
-10+ years of relevant professional experience required.
- At least 5 years of experience in project accounting, financial control/management or similar discipline.
- 2-3 years management experience required.
- Must have DoD financial experience.
- Must have strategic pricing experience.
-The ability to obtain or maintain a government issued security clearance is required.
- Ability to coach, develop and mentor team members.
- Proficient in Microsoft Office (strong Word and Excel skills).
- Excellent organizational, interpersonal, verbal, and written communication skills, ability to perform quantitative and qualitative analyses of existing business processes.
- Ability to perform comfortably in a fast-paced, deadline-oriented work environment.
- Ability to work under standards-based performance measures.
- Ability to successfully execute many complex tasks simultaneously.
- Ability to work as a team member, as well as independently.
- Ability to be a self-starter.
#techjobs
#LI-PN1 #max ITFin
#veterans Page
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at applicantaccommodations@maximus.com.
Minimum Salary
$
145,000.00
Maximum Salary
$
160,000.00
Manager, Fixed Income Operations
Finance manager job in Newport Beach, CA
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking a talented Manager, Fixed Income Operations to join our Investment Operations team in Newport Beach, CA.
As a Manager of Fixed Income Operations, you'll play a key role in Pacific Life's growth and long-term success by overseeing a team responsible for the seamless settlement, processing, and reconciliation of trades across a wide range of fixed income securities. You will lead efforts to ensure operational excellence, mitigate risk, and drive strategic initiatives and process improvements across the investment lifecycle.
How You'll Help Move Us Forward
Manage a team of professionals, providing mentorship, coaching, and performance oversight.
Adapt team priorities and plans to address service and operational challenges
Provide operational guidance to employees and stakeholders across business areas.
Oversee trade lifecycle processes: trade matching, confirmation, exception resolution, and settlement.
Coordinate with broker-dealers, custodians, agents, legal counsel, and internal teams to ensure timely and accurate trade settlement.
Lead asset transitions.
Oversee team's Trade and Security Master reconciliations.
Collaborate with front office teams (traders, credit analysts) to resolve trade-related issues.
Partner with Accounting, Compliance, and Audit teams to uphold internal controls and best practices.
The Experience You Bring:
7+ years of experience in fixed income investment operations or middle office roles within asset management, hedge funds, or investment banking.
Minimum of 4 years leading a team.
Bachelor's degree in Finance, Accounting, or equivalent work experience.
In-depth understanding of investment operations, trading workflows, and regulatory requirements. Expertise across asset classes including ABS, Corps, CLOs
Creative problem-solving mindset and ability to think critically.
Excellent verbal and written communication skills.
Self-motivated, organized, and capable of managing multiple priorities with minimal supervision.
Technological fluency to effectively communicate with IT teams regarding system issues and enhancements.
Proficiency in: Bloomberg, Excel, Business Objects, Power BI, ePAM, MS Office Suite
You can be who you are.
People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
#LI-AJ1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$148,230.00 - $181,170.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Auto-ApplyFinancial Controller for growing national injury law firm
Finance manager job in Newport Beach, CA
A fast-growing law firm seeks a Financial Controller to join their dynamic team. The Financial Controller will hold a pivotal leadership position within Finance & Accounting Department, overseeing both Trust Accounting and Financial Accounting functions. Reporting directly to the CFO, this role ensures the accuracy, integrity, and regulatory compliance of all financial records, including the firm's critical client trust accounts in accordance with State Bar trust accounting requirements.
This position will manage a growing accounting team, coordinate financial reporting, oversee cash flow reporting and forecasting, and implement effective internal controls while ensuring the highest ethical and professional standards are met in handling client funds and firm finances.
Responsibilities:
Financial Accounting & Reporting (40%)
Manage daily financial operations, including accounts payable, accounts receivable, payroll, general ledger, and monthly closing processes.
Prepare timely (within 7 business days), accurate, and insightful financial statements and operational reports for internal management, external stakeholders, and regulatory bodies.
Partner with the CFO to develop budgets, forecasts, and cash flow projections to support firm growth and financial health.
Ensure compliance with GAAP, federal and state tax laws, and internal financial policies.
Oversee financial audits, tax filings, and periodic regulatory reviews.
Design, implement, and maintain effective internal controls and accounting procedures to safeguard firm assets and financial data integrity.
Partner with 3rd party CPA firms by accurate data for timely tax filings
Manage biweekly payroll processing by partnering with HR
Trust Accounting & Settlement Management (50%)
Oversee all client trust accounts in strict adherence to State Bar Rules (Safekeeping Funds and Property of Clients and Other Persons).
Ensure timely, compliant handling of settlement funds, lien payments, client disbursements, and third-party payments.
Monitor daily trust account balances and transactions to prevent co-mingling, overdrafts, or misallocations.
Manage monthly reconciliation of all trust ledgers, identifying and resolving discrepancies promptly.
Work closely with case managers, attorneys, and settlement coordinators to manage financial disbursements and ensure proper documentation of all transactions.
Maintain detailed trust accounting records, ledgers, and audit-ready files for every client matter.
Financial Operations Leadership (10%)
Supervise and mentor the accounting and finance team, providing leadership, training, performance feedback, and professional development opportunities.
Collaborate with firm leadership, case management, and operations teams to streamline financial workflows, improve settlement processes, and enhance financial reporting.
Evaluate and implement financial systems, internal controls and accounting technologies to improve efficiency, accuracy, and compliance.
Develop and enforce financial and operational policies and procedures to support business growth and legal industry best practices.
Assist the CFO in preparing and reporting companywide KPI dashboard
Support CFO with FP&A and adhoc projects
Qualifications:
Bachelor's degree in Accounting, Finance, or related field. CPA license (Active/ Inactive)
Minimum 12+ years of progressive accounting experience, including financial statement preparation and trust accounting.
Minimum of 3 years of accounting leadership experience within a law firm, personal injury firm, or contingency-based business model.
Strong knowledge of trust accounting rules and requirements for law firms.
Hands-on experience managing client trust accounts, disbursements, and settlements.
Proficiency in financial systems (e.g., QuickBooks,) and advanced Microsoft Excel skills.
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities in a high-volume, deadline-driven environment.
Strong interpersonal, leadership, and written/verbal communication skills.
Assistant Financial Controller
Finance manager job in Newport Beach, CA
Job Description
Fast growing law firm seeks an Assistant Financial Controller to join their dynamic team. This role will play a pivotal role in overseeing the day-to-day accounting operations under the direction of the Financial Controller, ensuring accuracy, compliance, and efficiency across all accounting functions.
Responsibilities
The Assistant Financial Controller will primarily oversee all aspects of client trust accounting and financial transactions related to personal injury settlements, disbursements, and case expenses. This role maintains detailed records and supervises the day-to-day activities of the trust accounting team. The ideal candidate will have a solid accounting background, excellent attention to detail, and experience within a law firm environment - preferably in personal injury or contingency fee practices.
Trust Accounting: 60%
Supervise the daily operations of the trust accounting department, including managing staff, workflows, and deadlines.
Oversee and review all client trust account transactions, including deposits, disbursements, and wire transfers.
Ensure timely and accurate disbursement of settlement proceeds, attorney fees, lien payments, and client refunds.
Maintain strict compliance with applicable State Bar trust accounting rules, ethical guidelines, and internal policies.
Perform monthly three-way trust account reconciliations and promptly resolve any discrepancies.
Review settlement statements and disbursement ledgers for accuracy prior to release.
Manage trust account audits, reporting, and inquiries from regulatory authorities.
Implement, document, and improve trust accounting procedures and internal controls.
Coordinate closely with attorneys, case managers, and lien resolution teams regarding case financials.
Train, mentor, and evaluate trust accounting staff, fostering a culture of accountability and precision.
Financial Reporting & Analysis: 25%
Assist with the preparation and distribution of financial statements (Income Statement, Balance Sheet and Cashflow) in compliance with GAAP standards.
Provide timely and accurate financial and KPI reports to senior management and stakeholders.
Ensure transparency and integrity in financial reporting practices and internal controls
Assist & Oversee account reconciliations (including bank reconciliations, audit schedules, tax filing with 3rd party, etc.)
Prepare and post journal entries to accurately reflect financial transactions.
Manage accounts payable (AP), accounts receivable (AR) cycles, including invoice processing, vendor management, collections, and revenue recognition.
Other: 15%
Lead ad hoc projects and tasks assigned by CFO
Assist in preparing budgets and forecasts
Own the bi weekly payroll processing
Own/ assist the Financial Controller with quarterly commissions calculations
Generate Salesforce reports to support KPI reporting
Own the wire transfers and ACH distributions
Qualifications:
Bachelor's degree in Accounting, Finance, or related field
10+ years of accounting experience within a law firm, preferably personal injury or contingency fee-based.
CPA (Active/ Inactive)
2+ years of supervisory or leadership experience.
Strong understanding of trust accounting rules
Exceptional attention to detail, organizational, and problem-solving skills.
Proficient in accounting software (QuickBooks) and/or NetSuite
Excellent skills in MS EXCEL
Strong interpersonal and communication skills for working across legal and administrative teams.
Ability to thrive in a fast-paced, deadline-driven environment.
Preferred Skills:
Experience managing multi-jurisdictional trust accounts.
Familiarity with personal injury settlements, lien resolution processes, and case costs accounting.
Prior involvement in trust account audits or regulatory reviews.
Compensation & Benefits:
Competitive salary commensurate with experience
Performance-based discretionary bonus
Health, dental, and vision insurance
401(k) with employer matching
Paid time off and holidays + various company perks throughout the year
Professional development opportunities
Onsite at Newport Beach, CA Head office
Many of our job openings can be viewed at **********************************************
Account Manager, Financial Institutions Group
Finance manager job in Newport Beach, CA
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
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.
JOB DESCRIPTION
PIMCO is seeking an account manager for the U.S. Financial Institutions Group (FIG) client engagement team, focused primarily on insurance companies (i.e., life, property and casualty, health, diversified, and reinsurance). The position will reside in the PIMCO FIG Insurance and Bank Account Management team of 25+ investment professionals and associates.
The Account Manager plays an important and dynamic role that is based around the core responsibility of supporting PIMCO's existing insurance client base and efforts to broaden our business footprint with our insurance partners. The successful candidate will partner closely with senior client engagement team leads and associates to create a best-in-class client experience that leads to the retention of existing client AUM, development of strategic partnerships and expansion of wallet share.
RESPONSIBILITIES
Support senior Account Managers in managing book of complex insurance client relationships
Master PIMCO insurance SMAs/LPs, investment philosophy, process, and client operations
Coordinate firm resources to on-board new accounts / mandates and drive efficiencies
Develop an understanding of insurance investor interests and how to translate that into solutions
Oversee portfolio events (e.g., benchmark changes, cash/security transfers) and guideline compliance
Act as proxy for portfolio managers in client communications on portfolios and market updates
Assist with all aspects of client meeting preparation, presentation development and logistics
Manage client deliverables and ensure coverage teams meet deadlines and exceed expectations
Supervise Account Associates in client reporting and presentation development
Prepare and present customized client analyses (e.g., asset allocation, attribution, model portfolios)
Contribute to creation of insurance thought leadership and manage client-specific investment events
Identify opportunities to cross sell other PIMCO products with particular emphasis on private credit
REQUIREMENTS AND QUALITIES
Strong mathematical, quantitative, and analytical abilities with exceptional attention to detail
Commercially savvy with strategic thinking and solid business acumen
Collaborative team player with high emotional intelligence and a humble, client-focused approach
Excellent project management and organizational skills to handle multiple client deliverables / deadlines
Clear and effective communicator, able to explain complex insurance, market, and portfolio concepts
Builds trust through confident, compelling written and verbal communication across client stakeholders
Deep expertise in public and private asset classes, emphasis on fixed income a core foundation
Understanding of PIMCO's investment strategies and operational processes.
Proactive and hands-on in managing complex portfolio operations and resolving issues.
Desire to learn about insurance asset management including insurance regulatory framework
EDUCATION, EXPERIENCE, CREDENTIALS
Undergraduate degree from a leading institution with a strong academic record.
3-7 years prior asset management / investment banking / capital markets / consulting / actuarial / rating agency / insurance company experience.
Insurance industry knowledge is strongly preferred but not required
Must possess a four-year college degree with a preferred major of Business (Finance, Accounting), Economics, Mathematics, Computer Science, Engineering
MBA or Quantitative Master's degree (e.g., global finance, financial engineering, data analytics) encouraged
Progress to achieving professional designations (e.g., CFA, CAIA, FSA, FRM)-or a commitment to seek upon joining
FINRA Licenses (7, 63, 3) or ability and willingness to acquire licenses, as needed
BENEFITS
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. These benefits include medical, dental and vision coverage from your first day of employment.
401k Savings and Retirement Plan
Work/Life Programs such as Flexible Work Arrangements, Parental Leave & Support, Employee Assistance Plan, and Educational/CFA Certification Reimbursement Programs.
Community involvement opportunities with The PIMCO Foundation in each PIMCO office.
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.
Salary Range: $ 180,000.00 - $ 240,000.00
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.
Auto-ApplyCorporate FP&A Analyst
Finance manager job in San Diego, CA
Westcore is a fully-integrated commercial real estate investment company with institutional scale and capabilities, that operates with the speed and adaptability of opportunistic entrepreneurs. Westcore has a dynamic track record of real estate investing going back to its founding in 2000. We focus on well-located industrial properties in the United States. We are a vertically integrated company with expertise in all facets of real estate investment management: acquisitions, finance, asset management, leasing, construction and building operations.
To better support our Finance Department and the anticipated doubling of our portfolio over the next few years, Westcore is looking for a well rounded Corporate FP&A Analyst or Senior FP&A Analyst.
POSITION SUMMARY
This position will focus on aspects related to real estate corporate finance, asset management, and investor reporting with leadership and mentorship responsibilities. This includes providing investment analysis and valuations of currently owned properties to asset management, leading the budget and reforecast process, maintaining cash flow models of company assets, and preparing investor reports of the performance of each fund to our capital partners. A candidate will have a strong analytical and quantitative background as well as polished written and verbal communication skills with a desire to develop their expertise in real estate finance.
CORE ROLES & RESPONSIBILITIES:
Provide investment analysis for assets under management by maintaining property cash flow models in Argus and evaluating the financial impact of strategic decisions both at the property and company level.
Lead the company's budget and reforecast process coordinating with all departments to determine future revenue projections and capital needs and providing property and investor level reporting of performance.
Responsible for quarterly valuation models of company assets using discounted cash flow models and Argus.
Provide financial performance presentations for internal stakeholders
PRIMARY DUTIES: (The below list is not comprehensive, and priorities will change on a day to day basis)
Respond to any request from capital partners as it relates to the future property cash flow, capital needs, and valuations
Support the preparation of investor reports to our capital partners which include monthly and quarterly deliverables as well as board level material
Provide investment analysis on decisions related to leasing and capital expenditures
Provide operations team internal reporting and resources that provide useful transparency on property level assumptions and performance
Prepare executive team a portfolio snapshot and monthly dashboard of properties for each venture
Update property cash flows in Argus to help inform how strategic decisions impact the business plan
Assist in the onboarding of new acquisitions into asset management by preparing property level reporting to the operations team
Track historical performance of assets updating financial models and presenting findings and KPI's to the executive team and make recommendations on maximizing returns
DESIRED SKILLS AND EXPERIENCE:
BA/BS degree in Finance, Real Estate, Economics, Math, or related field
Graduate degree, CFA, or CPA a plus
Highly proficient in Argus Enterprise and Excel preferred
Experience in Yardi Voyager and Elevate a plus. Experience in Power BI a plus
2-3+ years of commercial real estate, investment management, and financial analysis experience
CORE VALUES
Westcore values its employees and works to create an environment where professional and personal growth can be achieved. We look for motivated individuals who share our commitment to excellence. Our employees are supported by an environment where mentoring is encouraged, and where tools and resources to succeed are readily available. Our company lives by its values, treating each other with respect and consideration at all times.
Integrity: We behave ethically, honestly and respectfully.
Excellence: We execute brilliantly. We are accountable for our performance and deliver high quality results.
Teamwork: We are a group of people with diverse talents working to produce positive synergistic results.
Balance: We work hard while embracing our commitment to family, friends and community.
Commitment: We foster a culture of service, responsiveness, accountability, and professionalism.
Auto-ApplyAnalyst, Corporate Finance & Accounting
Finance manager job in Newport Beach, CA
BKM Capital Partners is a growing firm, and we are looking for driven, entrepreneurial professionals that want to grow with us and are passionate about their work. Located in our Newport Beach California office, the Analyst of Corporate Finance & Accounting will be an integral part of the corporate finance accounting team for both BKM Capital Partners and BKM Management Company. Reporting directly to the Senior Director, Finance & Accounting, the Analyst of Corporate Finance & Accounting will be responsible for maintaining the corporate books and records, including bank reconciliations, general ledger review and producing financial statement packages. In addition, this position will lead loan draw processes, including review of financing arrangements, debt covenants and reporting requirements.
The Job Essentials:
Reporting & Analysis:
* Lead financing draw down processes, including reporting packages and lender submissions
* Lead new bank account processing, including KYC and compliance reporting
* Prepare quarterly reporting packages, including detailed financial close packages
* Lead monthly corporate expense processing and approval
* Analyze financial statements and results
* Prepare revenue stream reconciliations and segmented analysis
* Assist with tax compliance and tax returns
* Assist with financial statement reporting process, including the review of support schedules, budget-to-actual variances as well as monthly and quarterly MD&A (Management's Discussions & Analysis) reports.
* Perform ad hoc assignments, as needed
Accounting:
* Lead full-cycle accounting duties for the BKM corporate entities including preparation and analysis of the financial statements, general ledgers and subsidiary ledgers
* Ensure complete and accurate books for all management entities within Yardi, including general partner entities
* Ensure accuracy and effectiveness in all corporate accounting tasks
* Oversee the verification, allocation, and posting of accounts payable and receivable
* Review and approve accurate entries/reports/schedules needed to complete a timely financial close in accordance with GAAP
* Oversee maintenance of fixed assets processes and GL subledger
* Perform ad hoc assignments, as needed
The Qualifiers:
* Bachelor's degree in Accounting, Business Administration, Finance or related degree
* 2+ years of corporate accounting or finance experience, preferably in investment management or real estate.
* Advanced Excel capabilities, including cash flow modeling.
* Knowledge of departmentalized / segment accounting & consolidation
* Strong organizational skills with a keen attention to detail
* Motivated and results-driven with strong work ethic
* Yardi Voyager experience desired
The Perks:
* Competitive Pay
* Medical, Dental, Vision, Long Term Disability, Pet, and Life Insurance
* Paid Time Off
* 401k Plan + Match
* Professional Development Resources
* Fun Work Vibe (Indoor basketball/gym with shower, brand new office to name a few…)
Analyst, Corporate Finance & Accounting
Finance manager job in Newport Beach, CA
Job Description
BKM Capital Partners is a growing firm, and we are looking for driven, entrepreneurial professionals that want to grow with us and are passionate about their work. Located in our Newport Beach California office, the Analyst of Corporate Finance & Accounting will be an integral part of the corporate finance accounting team for both BKM Capital Partners and BKM Management Company. Reporting directly to the Senior Director, Finance & Accounting, the Analyst of Corporate Finance & Accounting will be responsible for maintaining the corporate books and records, including bank reconciliations, general ledger review and producing financial statement packages. In addition, this position will lead loan draw processes, including review of financing arrangements, debt covenants and reporting requirements.
The Job Essentials:
Reporting & Analysis:
· Lead financing draw down processes, including reporting packages and lender submissions
· Lead new bank account processing, including KYC and compliance reporting
· Prepare quarterly reporting packages, including detailed financial close packages
· Lead monthly corporate expense processing and approval
· Analyze financial statements and results
· Prepare revenue stream reconciliations and segmented analysis
· Assist with tax compliance and tax returns
· Assist with financial statement reporting process, including the review of support schedules, budget-to-actual variances as well as monthly and quarterly MD&A (Management's Discussions & Analysis) reports.
· Perform ad hoc assignments, as needed
Accounting:
· Lead full-cycle accounting duties for the BKM corporate entities including preparation and analysis of the financial statements, general ledgers and subsidiary ledgers
· Ensure complete and accurate books for all management entities within Yardi, including general partner entities
· Ensure accuracy and effectiveness in all corporate accounting tasks
· Oversee the verification, allocation, and posting of accounts payable and receivable
· Review and approve accurate entries/reports/schedules needed to complete a timely financial close in accordance with GAAP
· Oversee maintenance of fixed assets processes and GL subledger
· Perform ad hoc assignments, as needed
The Qualifiers:
· Bachelor's degree in Accounting, Business Administration, Finance or related degree
· 2+ years of corporate accounting or finance experience, preferably in investment management or real estate.
· Advanced Excel capabilities, including cash flow modeling.
· Knowledge of departmentalized / segment accounting & consolidation
· Strong organizational skills with a keen attention to detail
· Motivated and results-driven with strong work ethic
· Yardi Voyager experience desired
The Perks:
· Competitive Pay
· Medical, Dental, Vision, Long Term Disability, Pet, and Life Insurance
· Paid Time Off
· 401k Plan + Match
· Professional Development Resources
· Fun Work Vibe (Indoor basketball/gym with shower, brand new office to name a few…)
Financial Analyst - Mid
Finance manager job in San Diego, CA
We are seeking a detail-oriented and proactive Mid-Level Budget Analyst to join our finance team. In this role, you will support budgeting, forecasting, financial planning, and variance analysis for departmental and organizational budgets. You will collaborate with internal stakeholders to provide financial insights and ensure fiscal responsibility in alignment with strategic goals.
Experience Description:
Assist in the preparation, formulation, and justification of multi-year budget estimates for acquisition and sustainment programs in accordance with DoD financial guidance.
Monitor and track the execution of funds across various appropriations (RDT&E, Procurement, O&M, etc.)
Conduct analysis and reconciliation of financial data to support program managers, IPT leads, and financial leadership.
Support budget exhibits, Program Objective Memorandum (POM) submissions, and Congressional budget justifications.
Prepare financial reports, obligation/expenditure benchmarks, and ad hoc data calls.
Track and update spend plans, monitor burn rates, and provide recommendations for reprogramming actions or adjustments.
Utilize tools such as Navy ERP
Requirements:
3 years' experience support Navy with financial management
Secret clearance or ability to obtain clearance
Education:
Bachelor's degree in any discipline
Benefits:
Health insurance (Medical, Dental, Vision)
401(k)
Paid time off
Life Insurance
Financial Consultant - Woodland Hills, CA
Finance manager job in Vista, CA
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales