A leading aerospace technology company in California is looking for a Financial Planning & Analysis (FP&A) Analyst III. This role involves preparing financial analysis, budgets, and forecasts while supporting business planning. Candidates should have 5-8 years of relevant experience, a Bachelor's degree in Finance or Accounting, and strong analytical and communication skills. The salary range is $88,000 - $124,740 with a comprehensive benefits package.
#J-18808-Ljbffr
$88k-124.7k yearly 1d ago
Looking for a job?
Let Zippia find it for you.
Associate, Investments
Clairmont Capital Group
Finance planner job in Los Angeles, CA
Clairmont Capital Group (“Clairmont”; the “Firm”) is a Los Angeles-based, multi-strategy Real Estate Private Equity firm that specializes in general partnership (“GP”) equity co-investments with best-in-class real estate sponsors and institutional equity partners across major, demographic-driven sectors throughout the US, UK and Europe. Through actively managed funds and separate accounts, Clairmont also focuses on platform-level investing as well as Tax-Advantaged investing. The firm is actively seeking to expand its market share and breadth of product offerings while maintaining focus on niche, dislocated, inefficient sectors
Position Summary:
Clairmont Capital Group is seeking an Associate to join its investment team and contribute across the full investment lifecycle. The Associate will play a key role in sourcing, evaluating, underwriting, and executing new investment opportunities across multiple real estate sectors, as well as supporting portfolio management and strategy setting initiatives.
Working closely with the Director of Investments and a lean team of senior professionals, the Associate will be actively involved in financial modeling, deal diligence, market/sector research, and investment memo preparation. The role also includes supporting portfolio analytics, investor reporting, and the firm's broader strategic initiatives.
This position is ideal for a motivated self‑starter who thrives in a dynamic, fast-paced entrepreneurial environment and seeks broader exposure within the real estate private equity industry.
Qualifications / Requirements:
2 - 5 years of relevant experience in investment banking, private real estate investing, leveraged finance, or another analytical, transaction-focused role
Strong financial modeling skills, with the ability to build, audit, and maintain complex underwriting models
Experience supporting due diligence processes, including market research, operating partner engagement, and review of third‑party reports
Experience in executing private equity and/or debt real estate investments
Comfort working across multiple workstreams ranging from new deal evaluation to broader sector/market related research
Excellent written and verbal communication skills, with the ability to synthesize complex information clearly and concisely
Strong work ethic, high degree of initiative, intellectual curiosity, and the ability to thrive in a small-team environment
Personal qualities of integrity, reliability, and strong professional judgment
Strong attention to detail, organizational skills, and the ability to proactively manage deadlines
What We Offer
Clairmont offers an opportunity to join a dynamic, collegial, and entrepreneurial firm that is enthusiastically committed to the personal and professional growth of its team members. We strive to maintain a positive, highly motivating work environment, where colleagues prioritize collaboration, integrity and
genuinely
enjoy working with one another
.
The company offers a compelling benefits package, including:
Strong team culture set in a favorable “work hard, play hard” environment
Competitive compensation package, commensurate with relevant prior work experience
Health insurance (Medical + Dental + Vision)
401(k) + company matching
Unlimited Paid Time Off (PTO) program
Mentorship/rigorous training by industry veterans
Clairmont Capital Group is an equal opportunity employer. We encourage candidates from all backgrounds to apply.
$93k-166k yearly est. 3d ago
Investment Associate
RETS Associates
Finance planner job in Los Angeles, CA
RETS Associates, on behalf of our client, a commercial real estate private equity firm, is seeking an Investment Analyst or Associate in Century City, CA. This role will support the Investments team in evaluating and underwriting potential investments, conducting due diligence, crafting presentation materials, aiding development efforts, developing monthly and quarterly reports for existing investments including updating financial models and managing assets within our portfolio. The firm invests across the capital stack, has significant dry powder, and a stellar track record. This positions is in their office 5 days in Century City, CA.
Responsibilities
Underwrite acquisition and development opportunities using complex Excel based financial models
Create complex, Excel-based acquisition and development cash flow models for the evaluation of potential investment opportunities.
Support due diligence, investment memoranda, and Investment Committee materials
Assist with transaction execution and closings
Asset manage existing portfolio investments including recapitalizations and dispositions
Analyze operating performance, lease structures, market data, and exit scenarios across multiple asset classes
Prepare monthly and quarterly portfolio reporting and cash flow projections
Partner with internal teams to integrate budgets and schedules into financial models
Qualifications
1 to 4 years of real estate investments / acquisitions experience
Bachelor's degree required; Real Estate or Finance preferred
Strong financial modeling and underwriting skills
Detail oriented, self motivated, and team focused
$93k-166k yearly est. 4d ago
Investment Sales Analyst + Jr. Broker | Investment Property Group
Zacuto Group
Finance planner job in Santa Monica, CA
Zacuto Group, a highly active Commercial Real Estate Brokerage headquartered in Santa Monica serving the greater Los Angeles Area. We are looking to immediately add an
Analyst / Jr. Broker
to work with our Investment real estate practice group on expanding market share for sales transactions. This is a hybrid salary + commission role that will provide base compensation for supporting a Senior Vice President and unlimited commission upside.
The ideal candidate should have prior experience in real estate underwriting, strong verbal and written skills, an interest in sales and the commercial real estate industry. This is an excellent opportunity for a motivated individual who is driven and looking to succeed in a growth-oriented role.
Candidates should have a solid educational foundation, be self-starters, hardworking, persistent, and motivated to excel. Our leadership team will provide play by play deal support and guidance while providing top-of-the-line tools to help accomplish client objectives, win assignments, and close transactions.
Candidates should be well spoken, comfortable with a client facing role, possess superior organization skills, and thrive in a modern open office environment.
Investment Real Estate Expertise
Supporting the valuation process, creating spreadsheets and preparing financial analysis
Conducting research on comps and similar data
Creating pitch presentations for new listings
Scheduling inspections and managing due diligence
Drafting letters of intent / purchase and sales agreements
Drafting correspondence
Overseeing transactions through to closing including reviewing written agreements
Showing properties
Sales
Making introduction calls (Cold Calls and Warm Calls) to potential new clients
Supporting the Senior Vice President with his pipeline of potential new clients
Managing marketing processes to support the sales process
Project Management
Managing deal-flow in Salesforce
Ensuring that deadlines are met
Tracking and monitoring negotiations
Seeing tasks through to completion
Core daily functions will include:
Project Management
Sales
Operations Support
Required Skills and Experience
~ 4 Year Bachelor's Degree
~ Mastery of Microsoft Office, especially Outlook, Word, and Excel
~ Candidates are expected to obtain a California Real Estate Agents license if they do not already have one.
Our firm is growth oriented and it is central to our plans for qualified candidates to grow within our organization.
$71k-127k yearly est. 1d ago
Financial Services Professional
Bankers Life 4.5
Finance planner job in Los Angeles, CA
Build Your Own Client Base with the Support of a Fortune 500 Company 🚀
Ready to build your career with purpose? Bankers Life is seeking the next generation of Financial Services Professionals to guide clients through important financial decisions.
What We Offer:
Paid Licensing: We cover your Insurance, SIE, Series 6, Series 63, and CFP .
Growth: Progressive advancement into leadership and wealth management.
Rewards: Competitive commissions, bonuses, and retirement savings programs.
If you have honesty, integrity, and the ability to present complex concepts effectively, let's talk.
Let's connect: 👉 Schedule a call here: *****************************************
📞 Or call/text: **************
$55k-91k yearly est. 3d ago
Part Time Financial Administrative Representative
APR Consulting 4.6
Finance planner job in Los Angeles, CA
Type: Contract
Job #86226
APR Consulting, Inc. has been engaged to identify an ER Financial Representative ER Financial Representative
Pay Rate: $24.57/hr
Duration: 13 weeks
Expected Shift: 5:00 PM- 1:30 AM Part Time Includes weekends (3 days in a week)
Training: Day Shift Monday to Friday (1-2 weeks)
POSITION SUMMARY
The Emergency Financial Representative is responsible for ensuring reimbursement to client from patients or other responsible parties along with assisting patients in understanding their health care insurance coverage by determining eligibility, benefits and utilization requirements.
The Emergency Financial Representative is responsible for up-front POS collections, along with financially securing patients accounts by setting up appropriate financial arrangements with patients to avoid bad debt.
The Emergency Financial Representative when appropriate assists patients in accessing programs such as Medi-Cal, Uncompensated Care, and Hospital Presumptive Eligibility. Emergency Financial Representative will focus on individual performance in registration and financial counseling, Key Performance Indicators and expediting approvals by gathering and completing forms before the patient is discharged from the Emergency department. Emergency Financial Representative will continue to enhance their registration and the fundamental financial knowledge and skill set required and expected of this role, which is inclusive of the diverse financial programs offered at PIH Health. The Emergency Financial Representative's interaction with patients will only transpire after a medical screening exam has been performed. All patients are seen regardless of their insurance coverage or their ability to pay. The Emergency Financial Representative will complete the comprehensive training program and certification as required to facilitate eligibility for Hospital Presumptive Eligibility qualifications when necessary.
SPECIFIC SKILLS NEEDED
Demonstrates a clear understanding of PIH Health mission and values
Ability to work directly with the insurance company, healthcare provider, and patients
Ability to generate revenue with POS collections, establishing payment arrangements, along with collecting on all Self-Pay and/or high liability accounts at the point of registration.
EMTALA knowledge and experience
Demonstrates attention to detail and follow up process
Demonstrates ability to communicate effectively and tactfully with patients, healthcare providers and insurance companies
Excellent English reading, comprehension and written skills to include spelling skills and penmanship
Excellent Mathematical skills; ability to calculate copay or percentage of financial estimate amount due and/or establish payment arrangements accurately.
Ability to follow directions as outlined in policies or given by supervisor
Strong computer skills to include typing 45+ wpm minimum and in MS office programs
Excellent organizational skills
Ability to exercise independent judgment at times of need and emergency situations
Bilingual preferred
Interacts with all levels of hospital and outside vendor staff and knowledge of government regulations
Ability to multi-task in a fast and high pressure environment Stringent adherence to all
privacy policies and procedures and as required by state and federal law including and not limited to the HIPPA Security and Privacy Rules
Strong analytical skills, problem solving. The ability to act and decide accordingly.
EDUCATION/EXPERIENCE/TRAINING
Required
• Minimum of two (2) year experience in front office/medical billing and/or current hospital registration/admitting
• Minimum of two (2) year experience in insurance verification and/or medical/hospital billing.
• High school graduate required or equivalent
• Knowledge of eligibility requirements for Medi-Cal, Hospital Presumptive Eligibility Program, Medicare, Covered California, Cobra, limited benefit plans, VVC and Uncompensated Care Programs. IPA knowledge
• Medical terminology
• Non-Violent Crisis Intervention (NCI) Certification within three (3) months of hire date
• LA City Fire Card within 2 week of employment (PIHGS Only)
Preferred:
• Evidence of continuing education in Finance, Accounting or Business Administration
Our client is the one of the largest Healthcare Staffing Provider in the United States, to be assigned at one of their affiliated hospitals/healthcare facilities.
This particular client is requiring that all new hires show proof of vaccination. However, accommodations may be made for those with disabilities or religious reasons who cannot obtain a vaccine.
Since 1980 APR Consulting, Inc. has provided professional recruiting and contingent workforce solutions to a diverse mix of clients, industries, and skill sets nationwide.
$24.6 hourly 2d 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. 5d ago
Financial Advisor
Cathay Bank-Headquarters 4.4
Finance planner job in Los Angeles, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance with audit and regulatory standards.
DIRECT REPORTS
This position may supervise the Financial Advisor Assistant, if assigned one.
ESSENTIAL FUNCTIONS
Pro-actively develops a client base to which appropriate wealth management products can be sold.
Collects and analyzes information regarding the customer risk tolerance, long and short term goals, income, assets, investments and debts; determines which financial products best meet the customer needs and financial circumstances.
Advises the customer regarding the advantages, risks, and disadvantages of different financial products
Markets, services, or promotes financial products.
Develops internal referral resources to identify existing customers
Identifies external prospects and builds new client relationships, including participating in joint calls with Branch Managers, Lenders, etc. to further expand relationships.
Represent the bank by participating in local professional and community associations and their networking activities to develop self-sourced business.
Identifies cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
Understands and complies with all aspects of bank and Cetera Investment Services LLC policies and practices, laws and regulations governing the duties and responsibilities of product sales.
Ensures products sold are suitable for client's risk tolerance and other appropriate factors.
Maintains all necessary licenses and registrations as required.
Keeps abreast of product knowledge.
Successfully completes all mandatory training assigned in a timely manner
Maintains superior and courteous service to promote products and expand customer relationships.
Exceeds customer expectations in terms of accuracy, efficiency, courtesy and professionalism
Ensures branch or work area is maintained in accordance with Cathay Bank and Networked B/D standards.
QUALIFICATIONS
Education: College degree preferred. Appropriate State(s) Life & Health Insurance License(s). FINRA Series 7. FINRA Series 63 and 65 (or 66) required at the time of hire, or must be obtained within 90 days of hire.
Experience: 2+ years of experience in financial related product sales, service, and advising.
Language: Fluency in English and Chinese (Mandarin or Cantonese).
Skills/Ability: Strong sales, marketing, and business development skills. Ability in managing various situations/issues with customers (good problem resolution skills). Team oriented, and must have high standard of integrity and work ethics. Ability to work in a fast paced, demanding environment.
OTHER DETAILS
$68,640 + commission
Pay determined based on job-related knowledge, skills, experience, and location.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$68.6k yearly 3d ago
Financial Aid Advisor / Admissions
Neihule Academy of Beauty
Finance planner job in Los Angeles, CA
Financial Aid Advisor
Neihulé Academy of Beauty - Los Angeles
Come grow with us at Neihulé Academy of Beauty, where education, creativity, and student success come first. As a Financial Aid Advisor, you will play a vital role in guiding current and prospective students through the financial aid process and helping them create a clear plan to achieve their career goals in the beauty industry.
This position is ideal for someone who is detail-oriented, student-focused, and passionate about helping individuals transform their lives through education.
BRIEF SUMMARY OF JOB DUTIES
Under the direction of the School Director, the Financial Aid Advisor serves as a coordinator of major financial aid programs and performs operational-level responsibilities across all areas of financial aid administration. Duties include need analysis, awarding, packaging, and revisions to financial aid packages.
The Financial Aid Advisor exercises professional judgment to make necessary adjustments when standard need analysis methodology is not appropriate. This role advises students and parents regarding the financial aid application process, available funding options, and alternative financing. The advisor may also assist with financial aid workshops, orientations, and informational presentations as needed.
WHAT YOU'LL DO
• Meet with prospective and enrolled students to explain cost of attendance, financial aid options, and payment plans
• Assist students and parents with FAFSA, FSA IDs, MPNs, and Entrance/Exit Counseling
• Review ISIRs and resolve C-codes, conflicting information, and verification requirements
• Perform need analysis, packaging, and revisions to financial aid awards
• Exercise professional judgment in compliance with federal, state, and institutional regulations
• Ensure documentation is accurate, complete, and properly maintained in electronic student files
• Maintain compliance with Title IV and other applicable regulatory requirements
• Provide in-person financial aid counseling when online completion is not possible
• Support audits, reporting, and other financial aid operational needs
• Deliver excellent customer service with professionalism, empathy, and integrity
REQUIRED QUALIFICATIONS
• Bachelor's degree or equivalent combination of education, training, and experience
• Proven adaptability and ability to manage multiple deadlines and priorities
• Strong organizational skills with high attention to detail and accuracy
• Ability to work efficiently in a fast-paced, student-centered environment
PREFERRED QUALIFICATIONS
• Financial aid administrative experience, preferably in a postsecondary or vocational institution
• Basic knowledge of federal financial aid programs and application processes
• Familiarity with financial aid policies, regulations, and awarding practices
• Understanding of institutional policies, processes, and compliance requirements
• Knowledge of advising and counseling techniques
• Ability to apply policies and regulations to individual student situations
• Strong analytical, problem-solving, and critical-thinking skills
• Ability to calculate and review financial aid awards accurately
• Excellent written and verbal communication skills with active listening abilities
• Strong customer service orientation and interpersonal skills
• Ability to assess workflows and recommend process improvements
• Proficiency with standard office software, internet, and email applications
• Experience working with student information systems and complex databases
ELIGIBILITY REQUIREMENTS
• Must not be in default on any federal student loan
SCHEDULE & LOCATION
• Onsite position at our Downtown Los Angeles campus
• Tuesday-Friday Part Time hours TBD
Compensation: $25-$30/hour base on experience
$25-30 hourly 2d ago
Luxury Fashion Client Advisor
Reallist
Finance planner job in West Hollywood, CA
Compensation: $65,000-$80,000 base salary + uncapped commission
On-Target Earnings: $100,000+
About the Role
We are a Los Angeles-based, high-end archival and vintage fashion business seeking an experienced Client Advisor to drive revenue through thoughtful, relationship-led sales. This role is designed for a seasoned luxury professional who understands discretion, long-term client cultivation, and selling at a high price point without compromising brand integrity.
This is not a volume or transactional sales role. It is a relationship-driven position for someone who values trust, taste, and long-term client relationships.
The ideal candidate is already operating within the luxury ecosystem (such as a stylist, personal shopper, or senior luxury sales associate) and brings an existing book of clients and strong industry relationships aligned with our product, clientele, and price point. This person will also inherit select existing clients and manage qualified inbound inquiries.
This role offers meaningful autonomy, direct ownership of client relationships, and the opportunity to grow alongside a scaling business.
What You'll Do
Own client relationships end-to-end, from initial inquiry through close and post-sale follow-up
Sell high-AOV luxury, archival, vintage designer pieces with confidence and discretion
Deliver a highly personalized client experience while consistently meeting and exceeding sales targets
Activate and grow your existing client book in alignment with brand positioning and pricing integrity
Manage qualified inbound leads and inherited VIP clients with consistency, care, and professionalism
Identify and pursue new revenue opportunities, including:
Private fittings and in-home appointments
Trunk shows and private shopping events
Strategic partnerships with stylists, collectors, and aligned businesses
Navigate longer sales cycles with patience, persistence, and sound judgment
Maintain clear boundaries around pulls, holds, pricing, and exceptions
Track and manage your sales pipeline and CRM with discipline and accuracy
Capture and maintain detailed client data to support long-term relationship development and future opportunities
Act as a brand ambassador, consistently conveying and upholding the company's philosophy, values, and standards
Provide exceptional client service supported by strong product knowledge and genuine passion for the archive
Meet or exceed individual, category, and overall sales goals
Remain informed on company updates, product releases, and relevant competitive landscape
Execute initiatives and projects with professionalism
Adhere to company policies, procedures, and operational standards
Represent the brand with polish and professionalism, maintaining appropriate dress, grooming, and presentation standards
Be available for weekend appointments and key client moments as needed
What We're Looking For
Proven luxury sales professional with an existing client book and/or strong personal network aligned with our offering
Background as a stylist, personal shopper, or senior luxury sales associate strongly preferred
Demonstrated ability to sell high-value items through relationship-based selling
Consistent track record of meeting and exceeding sales targets in a fast-paced, high-touch environment
Comfort with long sales cycles, quiet periods, and patient follow-up
Strong taste level and emotional intelligence
Self-directed, organized, and accountable with sound independent judgment
Excellent written and verbal communication skills
Ability to say no gracefully while preserving client trust and relationships
Sales mindset with interest in growing alongside the business
Growth & Opportunity
Meaningful autonomy
Opportunity to grow your client book and earning potential without a ceiling
Long-term potential to expand into senior sales, client development, or leadership roles as the business scales
Ability to shape your role around strengths in relationships, events, private sales, or partnerships
Compensation & Benefits
Competitive base salary plus uncapped commission
Health benefits
Paid training and onboarding
401(k)
Opportunity for growth and advancement within the company
How Success Is Measured
Quality and consistency of sales
Revenue generated
Health and accuracy of the sales pipeline
Strength and longevity of client relationships
$65k-80k yearly 5d ago
Corporate Financial Analyst
First Legal Network LLC 3.9
Finance planner job in Monterey Park, CA
The Corporate Financial Analyst is responsible for supporting financial planning, budgeting, forecasting, and reporting activities. The ideal candidate has 2-3 years of experience in financial analysis, strong Excel modeling skills, hands-on experience with financial reporting tools and comfortable working with large datasets. This is a high-visibility role that will partner with division leaders to drive financial insights and support decision-making.
Job Duties:
Assist in the development of annual budgets, forecasts, and long-range financial plans.
Build, maintain, and improve financial models to support scenario analysis, cost-benefit evaluations, and ad hoc decision support.
Prepare, analyze, and distribute monthly financial reports, including variance analysis to budget and forecast.
Lead and facilitate financial statement review meetings with Division leaders; communicate insights, risks, and opportunities.
Design and enhance standard and custom financial reports within reporting platforms.
Conduct in-depth research to explain variances in revenue, expenses, and operational KPIs.
Collaborate with cross-functional partners to collect data, validate assumptions, and ensure accuracy of financial information.
Support continuous improvement of FP&A processes, tools, and templates.
Job Qualifications:
2-3 years of experience in FP&A, corporate finance, or similar analytical role.
Strong proficiency in Microsoft Excel, including SumIfs, Index/Match, XLOOKUP, IF/THEN statements, pivot tables, and advanced formulas.
Demonstrated experience in financial modeling (revenue modeling, cost analysis, scenario modeling, etc.).
Solid understanding of budgeting, forecasting, and variance analysis.
Ability to effectively communicate financial insights to non-financial stakeholders.
Hands-on experience with financial reporting or performance management software, such as:
DataRails
Vena Solutions
Workday Adaptive Planning (or comparable tools)
Schedule/Location:
Hours: Monday-Friday 8:00am-5:00pm
Remote - Monterey Park, CA
Benefits Offered:
Medical, Dental, and Vision coverage
401k
Paid Time Off (PTO)
Internet Stipend for remote workers
And much more!
About First Legal:
We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law. First Legal is the first truly comprehensive File Thru Trial™ solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.
$62k-85k yearly est. Auto-Apply 22d ago
Investment Banking Associate - Healthcare & Life Scieneces
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 a talented and experienced professional at the Associate level in the Healthcare & Life Sciences Group.
Intrepid's Healthcare and Life Sciences team specializes in delivering expert M&A advisory and capital-raising services tailored to the unique needs of the healthcare industry including healthcare services, mental/behavioral health, life sciences tools and diagnostics, pharma services, medical products/devices and HCIT. With deep sector expertise and a proven track record, we help clients across a wide range of healthcare verticals navigate complex transactions and achieve their strategic goals.
Responsibilities
* Organizing, reviewing, and analyzing due diligence processes and materials
* Developing valuation analyses and models (projections, LBO, DCF, public comparables, historical M&A transactions, etc.)
* Preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials
* Compiling prospective acquirer & investor lists and contacting acquirers & investors
* Performing key steps in the transaction 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.)
Qualifications
* Minimum of two years of sellside M&A advisory and investment banking experience with record of completed transactions from pitch to close in various healthcare and life sciences sectors
* Demonstrated knowledge of completed transactions from pitch to close in various Healthcare & Life Sciences sectors
* Outstanding academic credentials from a top tier school
* Demonstrated critical thinking, process oriented, and strong attention to details
* 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
* SIE and Series 79 and 63 licenses are required
The typical base pay for this role is $170,000 depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. 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.
JobID: 210682426 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $175,000.00-$225,000.00 We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer & Retail team
Job Summary
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
$175k-225k yearly Auto-Apply 60d+ ago
2027 Guggenheim Securities Investment Banking Summer Analyst - Los Angeles Industrials
Guggenheim Partners 4.2
Finance planner job in Los Angeles, CA
Guggenheim Securities ("GS") is seeking exceptional Interns to join its Industrials Investment Banking team in Los Angeles. The Los Angeles Industrials team, which has a focus on Aerospace & Defense, is a rapidly growing and critically important strategic initiative for Guggenheim Securities ("GS"). Our Interns play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond.
Interns will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives.
In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.
Essential Job Functions
* Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants
* Assist in the design and development of complex financial models and valuation analysis
* Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks
* Perform client due diligence, prepare information memoranda and other transaction-related documentation
* Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm
* Conduct competitive research, including identifying sector and industry trends
* Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership
Preferred Qualifications
* Prior internship experience in investment banking, accounting, consulting, private equity, hedge fund or corporate finance is a plus
* Familiarity with MS Excel, MS PowerPoint and MS Word
* Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
* Highly organized, with the initiative and ability to work with limited supervision
* Excellent analytical skills and attention to detail
* Strong written and oral communication skills
* Effective process management abilities
Basic Qualifications
* Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028
Work Location
* Currently, this role is expected to be in the Los Angeles office at least 4 days per week.
Salary
* A salary based on an annual rate of $110,000 per year
* The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
$110k yearly Auto-Apply 16d ago
Investment Banking - Consumer & Retail - Analyst
JPMC
Finance planner job in Los Angeles, CA
We are seeking a highly skilled and experienced Analyst to join our dynamic Consumer & Retail team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
As an Analyst in the Consumer & Retail in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
Working with J.P. Morgan product and sector teams
Building and using complex financial models, completing valuation and analytical exercises
Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
Minimum 1 year work experience in an investment banking front office, or related, role.
Strong accounting, finance, quantitative and business writing skills.
Bachelors' degree in Finance, Economics, Business Administration, or a related field
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.
$79k-130k yearly est. Auto-Apply 60d+ ago
Corporate Finance Crypto Analyst, Capital Markets
Faraday Future 3.9
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)
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.
Type: Contract
Job #85924
APR Consulting, Inc. has been engaged to identify a Financial Administrative Representative (Part time) Position: Financial Administrative Representative (Part time)
Pay Rate: $24.50/hr
Duration: 13 weeks
This shift would require working every Saturday, Sunday, and Monday.
09:00am - 05:30pm -this position is every weekend and 1 shift during each week
JOB SUMMARY
PLEASE NOTE THAT ORIENTATION HOURS MAY DIFFER FROM SHIFT TIMES
POSITION SUMMARY
Enables patients to secure access to care at PIH Health facilities by performing all tasks related to registration and pre-registration of outpatient and inpatient accounts. Calculates and secures patient liability, including copayments, coinsurance and deductibles in an efficient, accurate and hospitable manner to ensure that the patient, physician and hospital's needs are.
EDUCATION/EXPERIENCE/TRAINING
REQUIRED
• 2+ yrs experience in front office/medical billing and/or current hospital registration/admitting *** MUST have SOME registration experience ***
• 2+ yrs experience in insurance verification and/or medical/hospital billing.
• High school graduate required or equivalent
• Knowledge of eligibility requirements for Medi-Cal, Hospital Presumptive Eligibility Program, Medicare, Covered California,
• Cobra, limited benefit plans, VVC and Uncompensated Care Programs.
• IPA and EMTALA knowledge an experience
• Stringent adherence to all HIPAA laws
• Medical terminology
• Strong typing skills 45 and up wpm is required
• Non-Violent Crisis Intervention (NCI) Certification within three (3) months of hire date
• LA City Fire Card within six (6) months of employment (PIHGS Only)
PREFERRED
• Evidence of continuing education in Finance, Accounting or Business Administration
• Bilingual
PRODUCTIVITY: Completes a minimum of 20 registrations but strives for up to 30+ registrations per 8 hr shift which includes scanning documents, insurance verification and securing upfront collections. Verifies patients are appropriately medically screened and stabilized before Consent of Admissions is signed/discussed and or liability is requested.
ADDITIONAL SKILLS NEEDED
• Must have excellent written and verbal communication skills to communicate effectively with staff, patients, guarantors,
insurance companies, and physicians.
• Demonstrated attention to detail; Good English speaking, spelling, reading and Mathematical skills required
• Demonstrate ability to learn quickly, and follow directions as outlined in policies or given by Supervisor
• Strong Computer skills and Knowledge in Word, Excel and ability to maneuver through multiple screens in a timely
manner
• Ability to multi-task in a fast and high pressured environment
• Strong analytical skills, problem solving. The ability to act and decide accordingly.
• Excellent Customer service and phone skills with a background in the medical industry
• Ability to travel to off-site locations (Outpatient only)
No RTO the first two weeks of an assignment
Please Note: Once RTO is submitted, this cannot be changed unless it's to cancel time requested - ensure that you have confirmed all dates needed off for the full 13 week contract
Our client is the one of the largest Healthcare Staffing Provider in the United States, to be assigned at one of their affiliated hospitals/healthcare facilities.
This particular client is requiring that all new hires show proof of vaccination. However, accommodations may be made for those with disabilities or religious reasons who cannot obtain a vaccine.
Since 1980 APR Consulting, Inc. has provided professional recruiting and contingent workforce solutions to a diverse mix of clients, industries, and skill sets nationwide.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Don't miss out on this amazing opportunity! If you feel your experience is a match for this position please apply today and join our team. We look forward to working with you!
$24.5 hourly 2d ago
Financial Advisor
Cathay Bank-Headquarters 4.4
Finance planner job in San Gabriel, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance with audit and regulatory standards.
ESSENTIAL FUNCTIONS
Pro-actively develops a client base to which appropriate wealth management products can be sold.
Collects and analyzes information regarding the customer risk tolerance, long and short term goals, income, assets, investments and debts; determines which financial products best meet the customer needs and financial circumstances.
Advises the customer regarding the advantages, risks, and disadvantages of different financial products
Markets, services, or promotes financial products.
Develops internal referral resources to identify existing customers
Identifies external prospects and builds new client relationships, including participating in joint calls with Branch Managers, Lenders, etc. to further expand relationships.
Represent the bank by participating in local professional and community associations and their networking activities to develop self-sourced business.
Identifies cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
Understands and complies with all aspects of bank and Cetera Investment Services LLC policies and practices, laws and regulations governing the duties and responsibilities of product sales.
Ensures products sold are suitable for client's risk tolerance and other appropriate factors.
Maintains all necessary licenses and registrations as required.
Keeps abreast of product knowledge.
Successfully completes all mandatory training assigned in a timely manner.
Maintains superior and courteous service to promote products and expand customer relationships.
Exceeds customer expectations in terms of accuracy, efficiency, courtesy and professionalism
Ensures branch or work area is maintained in accordance with Cathay Bank and Networked B/D standards.
QUALIFICATIONS
* Education: College degree preferred. Appropriate State(s) Life & Health Insurance License(s). FINRA Series 7. FINRA Series 63 and 65 (or 66) required at the time of hire, or must be obtained within 90 days of hire.
* Experience: 2+ years of experience in financial related product sales, service, and advising.
* Language: Fluency in English and Chinese (Mandarin or Cantonese).
* Skills/Ability: Strong sales, marketing, and business development skills. Ability in managing various situations/issues with customers (good problem resolution skills). Team oriented, and must have high standard of integrity and work ethics. Ability to work in a fast paced, demanding environment.
OTHER DETAILS
$68,640 + commission
Pay determined based on job-related knowledge, skills, experience, and location.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$68.6k yearly 3d ago
2027 Commercial & Investment Bank Risk Management Summer Analyst Program
Jpmorgan Chase & Co 4.8
Finance planner job in Los Angeles, CA
JobID: 210690781 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $100,000.00-$100,000.00; Chicago,IL $90,000.00-$90,000.00; Los Angeles,CA $100,000.00-$100,000.00 Join our team of industry experts to manage risk for our global businesses and collaborate with professionals across the firm. As an intern, you'll be part of a supportive team where your perspective is valued, helping to innovate products for our clients. You'll receive training, mentorship, and engaging projects to develop your expertise.
As a risk manager in our Commercial & Investment Bank (CIB), you'll help manage our financial reputation and regulatory performance, work across the
business to shape decisions, influence models, and interface with regulators. Understanding, mitigating, and managing risk is central to our business and critical to our success.
The nine-week summer program begins with an orientation and training session in New York. Expert instructors and JPMorganChase professionals will guide you through our history, products, and the intellectual property that serves our clients. You'll learn skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis.
You'll build your technical and practical knowledge on-the-job with opportunities in one of the following groups:
* Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY; Plano, TX; Dallas, TX; Houston, TX; Chicago, IL; Los Angeles, CA
* Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY
* Chief Investment Office, Treasury and Corporate (CTC) Risk Team: Manage the risk of the retained portfolio generated from CTC businesses, including Market Risk, Credit Risk, Reputational Risk, Country Risk, Principal Risk, and Model Risk. CTC Risk is also responsible for the independent risk management of Firmwide Liquidity Risk, Interest Rate Risk, and Capital Risk. Locations: New York, NY
Job Responsibilities
* Perform analysis/due diligence on counterparties/products
* Monitor risk sensitivities across the portfolio
* Build financial models
* Contribute to analytical exercises in response to global events
* Prepare reports with recommendations for senior management
* Evaluate market movements that could impact the firm
You'll have the chance to:
* Learn about risk at a premier global investment bank
* Develop skills to thoroughly assess and evaluate risks
* Understand the role of integrity and transparency in dealing with regulators, clients, and business stakeholders
* Collaborate across the organization to solve problems proactively, including inquiries from clients, regulators, and stakeholders
Required qualifications, capabilities, and skills
* Attend college/university in the U.S.
* Minimum cumulative GPA of 3.2 on a 4.0 scale.
* Expected graduation date of December 2027 through June 2028 from bachelor's or master's program
* If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree
* To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
* Exceptional quantitative, analytical, project management, and communication skills
* Strong initiative, energy, and confidence in a fast-paced, collaborative environment
* Proficiency in Excel and Word; fluency in English
Preferred Qualifications
* Coursework in finance, economics, or accounting a plus
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Join us
At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume help us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible.
After you submit your application, we will review it to determine whether you meet certain required qualifications.
If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled.
JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds, and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
$100k-100k yearly Auto-Apply 25d ago
Corporate Finance Analyst, Capital Markets
Faraday Future 3.9
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.
How much does a finance planner earn in Palmdale, CA?
The average finance planner in Palmdale, CA earns between $37,000 and $139,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.