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  • Corporate Strategy Analyst

    Careismatic Brands 4.9company rating

    Finance planner 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 Planning Analyst, Multifamily

    Omninet Capital

    Finance planner job in Los Angeles, CA

    Omninet Capital is seeking a detail-oriented FP&A Analyst to join the multifamily real estate finance team. This is ideal for someone eager to learn how portfolio performance, budgeting, and forecasting drive strategic decisions in real estate. You will support financial planning and reporting across multiple multifamily assets, partnering with property management, accounting, and investment teams to help improve operational efficiency and financial performance. Key Responsibilities Assist in the annual budgeting and quarterly forecasting process for a portfolio of multifamily properties Prepare and analyze monthly financial reports, identifying variances between actuals, budget, and forecast Develop and maintain financial models and dashboards to monitor key performance indicators (KPIs), occupancy trends, rent growth, and expense drivers Partner with property management and accounting teams to ensure timely and accurate financial reporting Support cash flow forecasting, capital expenditure tracking, and ROI analysis for renovation or improvement projects Conduct market benchmarking and expense analysis to support decision-making on rent pricing, operating costs, and capital allocations Assist in preparing materials for senior management and investors, summarizing financial results and performance insights Qualifications Bachelor's degree in Finance, Accounting, Real Estate, Economics, or a related field Strong analytical and quantitative skills with proficiency in Excel and financial modeling Excellent attention to detail and ability to synthesize complex financial data Understanding of key financial metrics (NOI, operating margins, cash flow, capex, etc.) Strong communication and organizational skills; comfortable collaborating with multiple departments Eagerness to learn about the multifamily real estate industry and its financial drivers 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).
    $71k-99k yearly est. 3d ago
  • Revenue Analyst III Finance

    Hoag Health System 4.8company rating

    Finance planner job in Costa Mesa, CA

    Revenue Analyst III : Finance Costa Mesa, CA, United States Primary Duties and Responsibilities The Revenue Analyst III is a technical expert with strong analytical experience in a healthcare environment with emphasis in managed care and government reimbursement. This role serves as a financial resource for both clinical and administrative areas and will act as a lead analyst on projects. As part of the Finance Revenue team, this position will support Managed Care Contracting for contract modeling and revenue impact analysis in support of negotiations, helping to identify underpayments, and tracking profitability within our managed care contracts. Will also prepare analyses related to the financial impact of Medicare and Medi-Cal changes in reimbursement to identify financial and or operational impacts to revenue. Will support the annual build of the Hoag operating budget, touching across multiple entities with regards to volume and revenue projection. Responsible for a designated Hoag entity to analyze and present monthly performance to executive leadership as it relates to volume, revenue, payor mix and case mix, as well as perform the month end contractual reserve calculation for Accounting. Additionally, the Revenue Analyst III will support Accounting's management team for cost report preparation, OSHPD reporting, Bond/Rating Agency reporting, as well as year-end and interim audit. Provides support for all levels of leadership with requested ad-hoc revenue impact analysis related to items such as payer mix, acuity, reimbursement, and volume. Own and maintain specific recurring reporting related to volume and revenue performance. Performs other duties as assigned. Qualifications Education and Experience Bachelor's degree in business administration, finance, accounting, or healthcare administration. 5+ years' experience as an analyst in a healthcare environment with emphasis on managed care reporting and reimbursement General understanding of DRG and CPT/HCPC Medical Coding and Medical Terminology. Strong understanding of Managed Care and Government reimbursement methodologies General knowledge of hospital operations (Revenue Cycle: Registration, Patient Accounting/Billing, data processing). Understanding of Accounting Principles and Hospital Financial Reporting. About Us Hoag Memorial Hospital Presbyterian is a nonprofit regional health care delivery network in Orange County, California, consisting of three acute-care hospitals with sixteen urgent care centers, eleven health centers and a network of more than1,800 physicians, 100 allied health members, 8,000 employees, and 2,000 volunteers. More than 30,000 inpatients and 550,000 outpatients choose Hoag each year. For over 70 years, Hoag has delivered a level of personalized care that is unsurpassed among Orange County's health care providers. Since 1952, Hoag has served the local communities and continues its mission to provide the highest quality health care services through the core strategies of quality and service, people, physician partnerships, strategic growth, financial stewardship, community benefit and philanthropy. Hoag offers a comprehensive blend of health care services including six institutes providing specialized care in the areas of cancer, heart and vascular, neurosciences, women's health, orthopedics, and digestive health through our institutes. Hoag was the highest ranked hospital in Orange County in the 2024-2025 U.S. News &World Report, the only Orange County hospital ranked in the top 10 for California. The organization was ranked the #5 hospital in the Los Angeles Metro Area and the #10 hospital in California. To learn more about Hoag's awards and accreditations, visit: ******************************************************* Hoag is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Hoag is committed to the principle of equal employment opportunity for all employees and providing employees with a work environment free of discrimination and harassment. Hoag hires a diverse group of people in a manner that allows them to reach their full potential in the pursuit of organizational objectives. Job Info Job Identification 126503 Job Category Finance, Accounting & Planning Posting Date 08/14/2025, 04:22 PM Job Shift Day Locations 2975 Red Hill Ave, Costa Mesa, CA, 92626, US Pay Range $40.41 - $62.36/hr Onsite Job Schedule Full Time
    $40.4-62.4 hourly 5d ago
  • Acquisition Analyst/Associate

    BLDG Partners 3.6company rating

    Finance planner job in Beverly Hills, CA

    Company Profile BLDG Partners LLC is a Southern California-based real estate investment firm founded in 2010, focused on the preservation and creation of workforce and affordable housing. We pursue opportunities to improve communities in urban and suburban markets across the country through creative investment strategies and disciplined execution. Position Summary BLDG Partners is seeking a highly analytical, resourceful, and detail-oriented Acquisitions Analyst/Associate to join our growing team dedicated to acquiring and preserving affordable and workforce housing communities nationwide. In this role, you'll play a key part in sourcing, underwriting, and executing real estate investments, as well as supporting financing, refinancing, and disposition activities. The ideal candidate thrives in a fast-paced, entrepreneurial environment, possesses strong critical thinking skills, and can manage multiple priorities under tight deadlines. This is an excellent opportunity to join an experienced team at the forefront of affordable housing investment and to make a tangible impact on communities across the country. Responsibilities Underwriting & Analysis Build and maintain complex financial models in Excel to underwrite affordable and workforce housing acquisitions across various markets and risk profiles. Perform detailed analyses of rent rolls, operating statements, capital expenditure budgets, tax and regulatory agreements, and market comparables. Analyze affordable housing programs (LIHTC, HUD, Section 8, etc.) and assess how they impact deal economics and feasibility. Transaction & Financing Support Support all aspects of the acquisition process, including preparing LOIs, coordinating due diligence, and assisting in transaction closings. Assist in the analysis and execution of property financings, refinancings, and dispositions, including working with lenders, preparing materials, and supporting transaction processes. Order and review third-party reports (appraisals, environmental assessments, physical needs assessments, etc.). Assist with property inspections, market tours, and site visits as required. Research & Market Intelligence Conduct market research to evaluate local economic drivers, housing supply and demand, and competitive landscapes in target markets. Monitor housing policy developments and affordable housing incentives in relevant jurisdictions. Internal Collaboration & Reporting Prepare investment memoranda and presentations for internal investment committees and external partners. Collaborate with Asset Management to ensure a smooth transition of acquisitions into the operational portfolio. Participate in portfolio strategy discussions, helping shape acquisition pipelines, financing strategies, and investment theses. Relationship Management Build relationships with brokers, lenders, attorneys, consultants, and other industry professionals to source opportunities and stay informed on market dynamics. Qualifications Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field required. 2-5 years of professional experience in real estate acquisitions, investment analysis, asset management, or related financial roles, preferably with multifamily housing experience. Strong financial modeling skills in Excel, with the ability to build, audit, and explain complex models. Excellent analytical and critical thinking skills; able to dissect large amounts of data and draw meaningful conclusions quickly and accurately. High attention to detail and strong organizational skills, with the ability to manage multiple projects simultaneously in a fast-paced environment. Strong verbal and written communication skills, with the ability to prepare clear, concise reports and presentations. A collaborative team player with a proactive attitude, intellectual curiosity, and a strong sense of accountability. Familiarity with affordable housing programs (LIHTC, HUD, Section 8, etc.) is a plus but not required. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with real estate-specific software (e.g., Yardi, Argus) is a plus. Willingness to travel periodically for property tours, due diligence, and industry events. Why BLDG Partners? Work with a passionate team committed to delivering quality housing and positive community impact. Exposure to complex affordable and workforce housing transactions nationwide. Opportunities for professional growth in a dynamic, entrepreneurial firm. Competitive compensation and benefits.
    $63k-89k yearly est. 3d ago
  • Oracle Functional Specialist - Finance

    The Carrera Agency

    Finance planner job in Torrance, CA

    Our client is seeking candidates for an Oracle Cloud Finance Specialist. This analyst will be part of the Fusion Cloud team, specializing in Financial functions (General Ledger, Sub-Ledgers, Accounts Payables, Accounts Receivables, Chart of Accounts, Fixed Assets, Inter Company Transactions), and related business functions. Location: Torrance, CA Work Hours: 9:00am - 5:00pm PST Work Schedule: Monday and Friday Remote. Onsite Tues/Wed/Thurs Expected Compensation: $160K - $175K base salary, plus annual bonus (10%). The offered compensation to a successful candidate will be dependent on several factors that may include (but are not limited to) the type and length of experience within the industry, education, etc. Position Description: This individual will be responsible for resolution of day-to-day user service requests, implementation of enhancements and new modules, and redesign of current processes to optimize the use of the ERP software. Elicit, analyze, validate, and document the stated and implicit business requirements and map those requirements to the features and functions provided by Oracle Fusion Cloud ERP Serve as a liaison between business stakeholders and the IT teams to specify business and system processes for implementation on Oracle Fusion Cloud ERP Identify and document technical and functional gaps in the current state of the implementation of Oracle Fusion Cloud ERP Develop and implement remediation plans to improve the current state of implementation Identify opportunities to leverage additional features and functions within the software to improve business operations Provide functional support to end users including issue resolution and performing root cause analysis Collaborate with internal and external teams to resolve issues in transactions and dataflows that span multiple systems integrating with the Oracle Fusion Cloud ERP Required Skills: Bachelor's degree in Business, Accounting, Computer Science, or equivalent technical and business experience. 5-6 years experience as an Oracle Cloud business analyst Expert level knowledge of the Oracle Fusion Cloud ERP modules of General Ledger, Payables, Receivables, Chart of Accounts, Fixed Assets, and Inter Company Transactions. Experience with process mapping, group facilitation, data gathering and analysis Minimum 2 large scale Oracle ERP Cloud implementations. Proven project delivery through full life cycle from requirements through deployment /support. Experience with one or more Oracle Reporting tools including Financial Reporting Studio (FRS), Smart View, OTBI, BI Reports, QlikView and/or Tableau. Soft Skills: Must be self-motivated. Ability to work independently with minimal supervision. Strong interpersonal skills and communication skills. Ability to write reports, business correspondence, and procedure manuals. Please apply today!
    $40k-70k yearly est. 4d ago
  • Financial Analyst

    BGSF 4.3company rating

    Finance planner job in Irvine, CA

    CAM Analyst Direct Hire; $90K - $95K base salary Irvine, CA 92612 *Must have commercial property management experience with processing CAM. KEY RESPONSIBILITIES: · Have a thorough understanding of retail accounting principles including recovery ratios and methods, allocating costs to various CAM/CAMA pools, accrual, and cash basis accounting, reading, and understanding financials and being able to abstract information from a lease. · Responsible for processing monthly Base Rent/CAM/INS and RE taxes, including other miscellaneous financial obligations. · Assist with conducting audits and analyzing lease documents, addressing any discrepancies, issues, and questions, make recommendations and implement solutions. · Tracking and maintaining critical lease dates. · Reviewing lease documents and databases to ensure accuracy and lease compliance. · Abstracting and interpreting commercial lease documents (leases, amendments, sublease, CCR's). · Assist in completing other tasks within the department when additional resources are needed. · Establish and implement a lease audit function to review existing data in the Yardi system and identify areas of improvement and maximize revenue opportunities/CAM savings. · Responsible for responding to internal and external communication regarding leases and rent/cam charges. NOTE: Company reserves the right to adjust your duties and responsibilities at any time. QUALIFICATIONS: Experience: · Minimum of 5-10 years of experience in commercial property management, with a focus on retail and office spaces. Education: Bachelor's degree in business administration - Accounting - Financial Management. Skills: · Strong financial acumen and experience with CAM/CAMA pools. · Accrual and cash basis accounting. · Lease Abstract, processing monthly Base Rent/CAM/INS. · Budgeting and Financial reporting. · Excellent communication and interpersonal skills. · Proficiency in property management software (i.e., Yardi). · Ability to multitask and prioritize in a fast-paced environment. · Strong problem-solving and decision-making abilities. Benefits: · Health, dental, and vision insurance · 401(k) plan · Paid time off and holidays · Professional development opportunities
    $90k-95k yearly 1d ago
  • Senior Payroll & Equity Analyst

    Rxsight Inc. 3.4company rating

    Finance planner job in Aliso Viejo, CA

    Job DescriptionDescription: RxSight is an ophthalmic medical technology corporation headquartered in Aliso Viejo, California that has commercialized the world's first and only adjustable intraocular lens (IOL) that is customized after cataract surgery. The company's mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to achieve optimized results for every unique eye. OVERVIEW: The Senior Payroll & Equity Analyst (“Sr. P&E Analyst”) performs full cycle US payroll on a weekly and semi-monthly basis, working with a team composed of a manager and a junior accountant. The position assists with the management of data in Equity Edge Online (EEO), including uploading stock option grants, coordinating vesting of restricted stock units and employee stock purchase (ESPP) contributions. This role will partner cross functionally with teams such as HR and Accounting, and we are looking for an individual that will take initiative to drive process improvements and automation of manual tasks. Requirements: ESSENTIAL DUTIES AND RESPONSIBILITIES: Payroll: Process accurate and timely weekly and semi-monthly payroll using Paylocity payroll system and record payroll activity to the G/L. Maintain integrity of employee payroll data in Paylocity to ensure records are up to date and resolve discrepancies. Enter and/or update payroll records including benefits deductions, wage garnishments, compensation, department transfer, etc. Review timecards for accuracy or missing information and process all payroll adjustments as well as supplemental income such as bonuses and commissions. Process equity compensation income including RSU, ISO/NQO and ESPP as applicable. Ensure payroll operations comply with all applicable federal, state, and local regulations, including tax filings, garnishments, and wage/hour laws. Ensure that all employee contributions are timely entered into the retirement plan and health savings account and upload contributions in respective portals. Review benefit contribution data imports from PlanSource to Paylocity for accuracy. Lead year-end payroll activities, including W2 preparation, tax reconciliations and system updates. Prepare, analyze, and reconcile payroll reports and metrics for Finance, HR and audit purposes. Completing ad hoc reporting and analysis as requested. Equity: Oversee stock-based compensation processing (RSUs, ISO/NQO and ESPP). Maintain EEO database and conduct regular audits against Paylocity database for completeness (new hires, terminations, account changes, etc.). Upload any changes to employees from Paylocity to E*TRADE. Update the database for wages and taxes after each semi-monthly payroll to ensure that the taxes are up to date. Monitor EEO for stock option transactions and process transactions in payroll to meet statutory reporting and withholding obligations. Audit Ensure compliance with SOX controls. Assist with annual external audit. Assist with Workers' Compensation audit. REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES: Intermediate/Advanced MS Excel Must possess excellent written and verbal communication skills along with strong problem-solving skills, good organizational skills, attention to detail as well as excellent interpersonal skills Ability to prioritize assignments, meet critical deadlines and manage various projects Ability to review and understand federal and state laws as well as government regulations Ability to form positive and constructive relationships with managers and employees Ability to maintain confidentiality of employee information EDUCATION, EXPERIENCE, and TRAINING: Bachelor's degree in accounting or finance Minimum of 5 years' experience in Payroll and Equity Experience required Payroll certification is preferred but not required Must be flexible and adaptable to change Self-motivated with the ability to prioritize multiple projects under tight deadlines and work independently Ability to work professionally with all levels of management Support our company values (Customer Focused, Sense of Urgency, Teamwork, Respect) Training to be completed in accordance with the training plan for this position as maintained in the document control system The training requirements on TRN-10007 Insider Trading Policy, TRN-10008 Global Anti-Bribery and Anti-Corruption Policy and TRN-10009 Code of Business Conducts and Ethics must be diligently completed within 30 days from the hiring date and on an annual basis COMPUTER SKILLS: ERP a plus MS Office (Excel, Word, PowerPoint, Outlook) Notice to Staffing Agencies and Search Firms: RxSight does not accept unsolicited resumes or candidate submissions from staffing agencies or search firms for any employment opportunities. All agency engagements must be authorized in writing for a specific position by RxSight's Talent Acquisition department. Any resumes or candidate information submitted without such specific engagement will be considered unsolicited and the property of RxSight. No fees will be paid in the event a candidate is hired under these circumstances.
    $111k-167k yearly est. 24d ago
  • Investment Banking Associate - Food & Beverage M&A

    MUFG (DBA

    Finance planner job in Los Angeles, CA

    Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career. Our culture values the development and well-being of our team-members and fosters strong camaraderie throughout the firm, resulting in what we believe is some of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest financial groups in the world. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. Intrepid Investment Bankers is expanding nationally and seeking to hire talented and experienced professionals at the Associate level in our Food & Beverage Group in Los Angeles, CA. Responsibilities: * Organizing, reviewing, and analyzing due diligence processes and materials * Developing valuation analyses and models (projections, LBO, DCF, public comparable, historical M&A transactions, etc.) * Preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials * Compiling prospective acquirer lists and contacting acquirers * Performing key steps in the sale execution process * Supporting senior bankers in establishing relationships and maintaining direct contact with current and prospective clients * Interacting with senior bankers to help build the firm (training, recruiting, mentoring, etc.) Skills & Experience: * Minimum of two years of sell-side M&A advisory and investment banking experience (with record of completed transactions from pitch to close in the Food & Beverage sector) * Outstanding academic credentials from a top tier school * Demonstrated critical thinking, process oriented, and strong attention to detail * Excellent written and oral communications skills * Highly proficient financial analysis and modeling skills * Proactive, results oriented, can-do attitude, team player * Self-starter willing to work in an entrepreneurial, demanding, and fast-paced environment * Significant level of maturity and the ability to work collaboratively as part of a small team * Proficiency with S&P Capital IQ, Pitchbook, Salesforce CRM and online data room platforms * FINRA Series 7, 63 or 79 license Compensation & Benefits: The typical base pay for this role is $170K. Depending on corporate title, role in the transaction, productivity, and type of incentive payout, participants can be eligible for compensation that includes a guaranteed salary against the variable incentive amount, that can range up to 25% per transaction, subject to final approval by the CEO of Intrepid. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
    $170k yearly Auto-Apply 60d+ ago
  • Investment Banking - Consumer & Retail - Associate

    JPMC

    Finance planner job in Los Angeles, CA

    We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer & Retail team As an Associate in our Consumer & Retail group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including Discounted Cash Flow, trading comparables, transaction comparables and Leveraged Buyout analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role Bachelor's Degree required, preferably in accounting, finance, economics or a related field Strong quantitative and financial analysis skills required Understanding of the transaction cycle and the steps in the process and is execution oriented. Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently
    $99k-165k yearly est. Auto-Apply 43d ago
  • Investment Banking - Consumer & Retail - Associate

    Jpmorgan Chase 4.8company rating

    Finance planner job in Los Angeles, CA

    We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer & Retail team As an Associate in our Consumer & Retail group, you will be a key player in our business strategy and execution. You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. **Job Responsibilities** + Develop content for strategic meetings with clients regarding M&A or capital market transactions + Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives + Defining, guiding and reviewing detailed valuation analysis, including Discounted Cash Flow, trading comparables, transaction comparables and Leveraged Buyout analyses + Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations + Provide leadership, mentorship and supervision to Associates and Analysts + Participate in graduate recruiting **Required qualifications, capabilities, and skills** + Prior work experience in an investment banking front office role + Bachelor's Degree required, preferably in accounting, finance, economics or a related field + Strong quantitative and financial analysis skills required + Understanding of the transaction cycle and the steps in the process and is execution oriented. + Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. + Self-directed, highly motivated, and able to work independently JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Los Angeles,CA $175,000.00 - $225,000.00 / year
    $175k-225k yearly 41d ago
  • M&A Investment Banking Analyst / Associate

    Regal Executive Search

    Finance planner job in Los Angeles, CA

    About the job We are dedicated to exceeding expectations in all we do. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values We work tenaciously to create exceptional results for our clients. We have grown significantly over the past several years and expect continued growth. As such, this is a great opportunity for a highly motivated individual. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. The M&A Investment Banking Analyst will be responsible for leading the analytical work in support of transaction execution and new business development, as well as assisting senior bankers in the development and delivery of value-added investment banking products and services to clients and prospects. This position should expect a great deal of client exposure and this role will require demonstrated skill sets in the fundamentals of valuation, business strategy and client communication. Due to the entrepreneurial spirit of the firm, analysts are encouraged to take on as much responsibility as they can successfully handle. In addition, given the firm's belief in staffing deals with smaller teams, this role will have daily contact with senior bankers and client executives. This position reports directly to the Managing Director, Investment Banking. ESSENTIAL DUTIES AND RESPONSIBILITIES Preparing financial, business and market analyses including the preparation of management presentations, CIMs, three statement financial models, and all required due diligence information/financial analysis and modeling of other opportunities Providing analytical support for financing transactions Maintaining deal flow tracking and management system Product and market diligence, forecasting and sensitivity analysis Financial, business and scientific diligence from both secondary and primary sources Supporting the senior banking team with ad hoc industry and sector analysis and screens Information aggregation, synthesis and dissemination to team Assisting in the development and production of proposals, presentations for clients and prospects Ability to demonstrate deep understanding of financial statements and analysis Ability to function at a high level as part of a small team and with intermittent direction Ability to communicate effectively verbally and in writing and exude professionalism as a representative of our firm Strong organizational skills, attention to detail; candidates will be internally motivated and solutions oriented Strong project management skills and attention to detail KEY QUALIFICATIONS & REQUIREMENTS BA/BS degree in Finance, Business, or Economics (or a related discipline) is preferred Minimum one (1) year investment banking, private equity, venture capital, or corporate finance experience preferred Strong analytical and quantitative skills and experience preferred Effective communication, presentation and writing skills Proficient in Microsoft Office applications (i.e. Excel, Word, PowerPoint) Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment Ability to work within a team, take the initiative and show strong attention to detail is critical Possess a positive, team-oriented attitude with a commitment to excellence and integrity Self-driven individual with high level of motivation COMPENSATION We offer competitive compensation with salary and bonus. We also offer industry leading benefits including medical, dental, vision, 401k with employer match, employer paid life insurance, flexible spending accounts, employee assistant program, and employee discounts via Insperity. Work/life balance is our foundation and is supported through paid holidays, and generous paid time off.
    $79k-130k yearly est. 60d+ ago
  • 2027 Investment Banking Summer Analyst

    William Blair 4.9company rating

    Finance planner job in Los Angeles, CA

    Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry's brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture. As a summer analyst at William Blair you will have the opportunity to harness your potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure from the very beginning. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Summer Analyst Program and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside current analysts, associates, and senior bankers over the course of a 9-week program Be placed into a sector coverage team (group and process dependent on location) Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Work alongside and support senior bankers in research and creation of pitch materials Build financial models to value potential clients Research industries or sectors in targeting certain clients or industries Play integral role in various deals Be a part of an energetic, entrepreneurial environment Experience a team-oriented culture focused on client service excellence Be a part of a firm that is 100% owned by active partners Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact Qualifications: Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - July 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered General understanding of accounting and finance Strong analytical and quantitative skills Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to join one of our offices in Atlanta, Boston, Charlotte, Chicago, Los Angeles, San Francisco, or New York Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you complete your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply by January 22nd to be considered for this opportunity. A reasonable estimate of the current base salary range at time of posting is below. Salary Range$110,000-$110,000 USD William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.
    $110k-110k yearly Auto-Apply 12d ago
  • [WEBTOON] Corporate Finance/PMO Finance Support (Independent Contractor)

    Family 4.3company rating

    Finance planner job in Los Angeles, CA

    WEBTOON Entertainment is a leading global entertainment company and home to some of the world's largest storytelling platforms. As the global leader and pioneer of the mobile webcomic format, WEBTOON Entertainment has transformed comics and visual storytelling for fans and creators. With its CANVAS UGC platform empowering anyone to become a creator, and a growing roster of superstar WEBTOON Originals creators and series, WEBTOON Entertainment's passionate fandoms are the new face of pop culture. WEBTOON Entertainment adaptations are available on Netflix, Prime Video, Crunchyroll, and other screens around the world, and the company's content partners include Discord, HYBE and DC Comics, among many others. The Finance team is seeking an independent contractor to provide critical support during quarterly earnings release periods, when workloads increase significantly. The role focuses on gathering and validating financial data from the FP&A and Accounting teams, as well as supporting investor relations deliverables. The contractor will assist in reviewing and refining presentations, ensuring data accuracy, and improving communication materials for quarterly disclosures. This role is especially important to ensuring timely, accurate, and effective financial reporting to the market-a critical element in supporting investor confidence and stock price management.Key Responsibilities Support the Finance team during quarterly earnings release cycles by validating financial data and ensuring accuracy of deliverables. Partner with FP&A and Accounting teams to gather, double-check, and reconcile financial data used for investor relations reporting. Review, refine, and improve PowerPoint presentations and related materials for earnings calls and disclosures. Ensure database updates and data transition processes are accurate and investor-ready. Communicate effectively across teams to support timely completion of financial deliverables. Provide ad hoc support to Corporate Finance and Investor Relations as needed. Potentially assist in light budget management and coordination with external vendors. Requirements: Minimum of 5 years' corporate finance or related experience in a public company environment. Bilingual - Korean/English Strong proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). Excellent communication and collaboration skills. Ability to work under tight deadlines with a high level of accuracy. Solid understanding of basic financial concepts, public company reporting requirements, and quarterly disclosure processes. Bachelor's degree in finance, Accounting, Business, or related field required. Preferred Qualifications: Experience supporting Nasdaq-listed companies or other public companies. Prior exposure to investor relations or earnings release processes. Strong attention to detail with a proactive, problem-solving mindset. Ability to adapt quickly and add value in a fast-paced team environment. With approximately 155 million monthly active users, WEBTOON Entertainment's IP & Creator Ecosystem of aligned brands and platforms include WEBTOON, Wattpad--the world's leading webnovel platform--WEBTOON Productions, Studio N, Studio LICO, WEBTOON Unscrolled, LINE MANGA, and eBookJapan, among others. Join us and work with some of the biggest artists, IP, and fandoms in comics!#WEBTOON
    $58k-88k yearly est. Auto-Apply 60d+ ago
  • Corporate Finance Crypto Analyst, Capital Markets

    Faraday Future 3.9company rating

    Finance planner job in Gardena, CA

    The Company: Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact. The Corporate Finance & Crypto Analyst of Capital Markets is responsible for supporting and managing full cycle execution across our crypto (C10) strategy, capital work including equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines crypto and capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams. Responsibilities: Capital Markets Execution: Support operational execution of crypto, equity and debt financings, and structured capital raises. Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements. Manage closing deliverables and post-deal investor transactions; serve as one of the primary interface with investors to ensure smooth and timely execution. Track and maintain detailed financing schedules and documentation. Maintain relationships and ongoing engagement with investment banks. Investor Relations: Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases. Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics. Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments. Monitor and analyze stock performance, trading activity, and market sentiment. Maintain and regularly update the investor relations (IR) website. Regulatory & Compliance Support: Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings. Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions. Cross-Functional Leadership: Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams. Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements. Contribute to long-term capital planning and financial strategy development in partnership with the executive team. Basic Qualifications Bachelor's degree in Finance, Accounting, Business, or related field. CPA, CFA, or MBA preferred. 5+ years of experience in crypto, capital markets, investor relations, investment banking, or corporate finance. Proven experience executing debt and equity financing transactions and managing investor-facing communications. Strong understanding of SEC filings, public company reporting, and capital structure mechanics. Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines. Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR). A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision Excellent communication skills and team-working tendencies A penchant for multi-tasking and self-starting A genuine fascination for the crypto field and a commitment to global change Annual Salary Range: ($86K - $105K DOE), plus benefits and incentive plans Perks + Benefits Healthcare + dental + vision benefits (Free for you/discounted for family) 401(k) options Casual dress code + relaxed work environment Culturally diverse, progressive atmosphere Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
    $86k-105k yearly Auto-Apply 10d ago
  • Financial Analyst - Corporate Development

    Esri 4.4company rating

    Finance planner job in Redlands, CA

    The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs. Join the team fully onsite at our stunning campus in Redlands, CA. Responsibilities Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis Prepare presentations, reports, and documentation for department and corporate management Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems Maintain and update systems used to track acquisition activity and key information Requirements 2+ years of prior experience or relevant experience Experience with budgeting and planning methodologies and tools Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines Familiarity with accounting financial statements Ability to work independently Analytical and problem-solving skills Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US Bachelor's in Accounting, Finance, or in a related field Recommended Qualifications Experience working with SAP or other large ERP systems Experience working with advanced reporting tools such as Power BI Familiar with SQL and relational databases #LI-Onsite #LI-JH2
    $71k-95k yearly est. Auto-Apply 16d ago
  • Intern - Financial Analyst

    Beyond Holding Us, LLC

    Finance planner 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
  • Investment Banking Analyst, Generalist - Los Angeles

    Moelis & Company 4.9company rating

    Finance planner job in Los Angeles, CA

    We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Analyst to join our financial advisory practice in Los Angeles. Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients. Primary Responsibilities: Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations Gathers and processes market share data and shareholder and investor profile Required Skills & Experience: Results driven and able to perform well under pressure and against tight deadlines Strong analytical and numerical skills that put you at ease with financial data Proven team player who is able to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Strong Microsoft Office suite (Excel a must) and financial reporting skills Education: Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary: $110,000-$125,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
    $110k-125k yearly Auto-Apply 10d ago
  • Financial Analyst

    Omninet Capital

    Finance planner 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. 22h ago
  • Investment Banking - Consumer & Retail - Associate

    Jpmorganchase 4.8company rating

    Finance planner job in Los Angeles, CA

    We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer & Retail team As an Associate in our Consumer & Retail group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including Discounted Cash Flow, trading comparables, transaction comparables and Leveraged Buyout analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role Bachelor's Degree required, preferably in accounting, finance, economics or a related field Strong quantitative and financial analysis skills required Understanding of the transaction cycle and the steps in the process and is execution oriented. Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently
    $104k-155k yearly est. Auto-Apply 43d ago
  • Corporate Finance Analyst, Capital Markets

    Faraday Future 3.9company rating

    Finance planner job in Gardena, CA

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

Learn more about finance planner jobs

How much does a finance planner earn in La Habra, CA?

The average finance planner in La Habra, CA earns between $37,000 and $138,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average finance planner salary in La Habra, CA

$71,000

What are the biggest employers of Finance Planners in La Habra, CA?

The biggest employers of Finance Planners in La Habra, CA are:
  1. West Coast University
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