Senior Analyst, Project Management
Senior finance analyst job in Irvine, CA
Immediate need for a talented Senior Analyst, Project Management. This is a 12+ months contract opportunity with long-term potential and is located in Irvine, CA(onsite). Please review the job description below and contact me ASAP if you are interested.
Job ID: 25-91921
Pay Range: $55 - $58/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
Manages one or more medium to large scale projects within a program, assuring strict adherence to BD APM's Quality Systems and Design Control Process.
Executes project plans (quality, risk, communication, staffing, etc.) and communicates project status and data to maintain accurate and current project information for the use of stakeholders.
Leads core team meetings and other necessary meetings to drive best in class project execution; Continually improves quality and effectiveness of how meetings are run, decisions are made, and how work gets completed.
Demonstrates high emotional intelligence; builds trust, rapport and respect with project team members and stakeholders; Engages in honest and transparent conversations.
Creates a culture where teams can act with a high sense of urgency and accountability to meeting / exceeding project goals.
Understands complex problems and drives the team to effective resolution.
Displays perseverance and continues appropriate forward momentum by keeping core team engaged, even when faced with obstacles and/or changes.
Demonstrates strong ability to influence peers, staff, and leaders.
Key Requirements and Technology Experience:
Key skills; Medical Product Development -
Assembly Manufacturing
Program/Project Management (Microsoft Project)
Bachelor's degree required, Engineering or related field preferred (Mechanical, Biomedical, Systems, Electrical Engineering, etc.).
PMP Certification - a plus.
3-4+ years of hands-on experience managing New Product Developments projects and/or complex projects - Required.
Demonstrated track record of successfully managing and leading projects.
Solid understanding of Medical Device Development, Regulations and Product Lifecycle process - Required.
Demonstrated track record of leading within complex organizations requiring strong influence management skills.
Ability to see the “big picture” and determine the best course of action based on knowledge, experience, and strategy.
Strong analytical skills with the ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to work cooperatively at all levels in a matrix environment to build and maintain the positive relationships required to accomplish organizational goals.
Effective decision-making skills -- ability to negotiate and balance decisions and priorities across needs of several functional departments.
Defines Strategy and makes timely decisions in the face of risk and uncertainty.
Proven expertise in usage of MS Office Suite and related project management systems.
Spanish speaking a plus.
Our client is a leading Healthcare Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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Financial Consultant - Irvine, CA
Senior finance analyst job in Riverside, CA
Job Description: Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales
Vice President of Finance
Senior finance analyst job in Lake Forest, CA
ABOUT ETHIKA:
Ethika is a leading lifestyle brand based in Lake Forest, CA. Since the inception of the brand, Ethika and its team have been determined to live life, innovate, and deliver quality products, while staying true to our biggest asset - our FAMILIE. The Ethika employees, friends, athletes, artists, and customers are the core of the brand and the reason we exist.
POSITION SUMMARY:
Ethika is seeking an experienced VP of Finance that will oversee all financial operations, ensuring accurate financial reporting, efficient cash flow management, regulatory compliance, and implementation of effective financial strategies. This individual will work closely with senior management to support strategic decision-making, manage budgeting processes, and implement controls that align with our business goals and growth plans.
DUTIES & RESPONSIBILITIES:
Manage the preparation of monthly, quarterly, and annual financial statements.
Develop, analyze, and interpret statistical and accounting information to assess financial performance.
Prepare financial forecasting models to anticipate revenue, expense trends, and capital requirements.
Lead the budgeting and forecasting process, coordinating with all departments to ensure accuracy and alignment with business objectives.
Develop monthly, quarterly, and annual budgets and monitor performance against these targets.
Oversee cash flow planning and ensure availability of funds as needed.
Manage cash and banking relationships to optimize liquidity and improve operational cash flow.
Implement and monitor internal controls to safeguard company assets and ensure compliance with regulatory requirements.
Maintain, evaluate, and improve financial policies, systems, and procedures.
Lead annual audits and work with external auditors to ensure a smooth and efficient process.
Collaborate with the supply chain team to manage inventory accounting and control costs.
Conduct variance analysis and work to improve product margin through efficient cost control.
Supervise, mentor, and develop accounting team members, promoting growth and efficiency.
Foster a team culture of accountability, continuous improvement, and proactive problem-solving.
Collaborate with executive leadership to develop strategic financial initiatives and objectives.
JOB REQUIREMENTS
10+ years of prior finance related experience
BS degree in Accounting or Finance, CPA or CMA Preferred
Proficient in Microsoft Suite (Word, Excel and Outlook)
Thorough understanding of GAAP, business trends and general accounting principles
Experience with general ledger functions and month-end/year-end close process
High attention to accuracy, detail, and deadline oriented
Strong communication, organization, and analytical skills
SALARY:
Salary Range: $130,000 - $150,000 (
DOE)
Senior Accountant / Bookkeeper
Senior finance analyst job in Tustin, CA
Edward Martin is looking for an experienced Accountant/Bookkeeper with strong Microsoft Dynamics expertise to join our growing team. This role blends financial leadership with technology-driven optimization, helping us scale efficiently and strategically. You'll manage core accounting functions, ensure compliance, and leverage Dynamics to streamline workflows and reporting.
Key Responsibilities
Accounting & Compliance
Oversee daily accounting operations: journal entries, reconciliations, month-end close, AP/AR, payroll, and expense management.
Prepare and analyze financial statements (P&L, balance sheet, cash flow) in compliance with GAAP.
Manage tax filings at federal, state, and local levels, ensuring full regulatory compliance.
Maintain internal controls and support audits.
Microsoft Dynamics Optimization
Lead all finance functions within Dynamics (Business Central or Finance & Operations).
Customize modules, automate processes, and improve reporting accuracy.
Implement upgrades, integrations, and user training in partnership with IT.
Build dashboards and real-time reporting tools for leadership insights.
Financial Planning & Strategy
Support budgeting, forecasting, and variance analysis.
Identify trends, risks, and opportunities to inform strategic decisions.
Partner with other teams (operations, sales, marketing) to align financial insights with business goals.
Integrate Dynamics reporting with tools like Shopify, GA4, and Hyros when applicable.
Qualifications
Active CPA license (in good standing).
Bachelor's degree in Accounting, Finance, or related field.
3-7 years of corporate accounting experience.
Proven expertise in Microsoft Dynamics (Business Central or D365 F&O).
Strong knowledge of GAAP, tax regulations, and financial reporting.
Advanced Excel and data analysis skills.
Why Edward Martin
Competitive salary + annual performance bonuses.
Health, dental, and vision insurance.
Retirement plan with employer contributions.
Paid time off and holidays.
Support for CPA and Microsoft Dynamics certifications.
Collaborative, innovative, and growth-oriented culture.
Senior Fixed Income Investment Operations Analyst
Senior finance analyst job in Newport Beach, CA
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking a talented Senior Fixed Income Investment Operations Analyst to join our Fixed Income Operations team in Newport Beach, CA (relocation assistance may be provided). The team provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams.
As a Senior Fixed Income Investment Operations Analyst, you'll play a critical role in supporting Investment Operations through the accurate, timely, and comprehensive management of Security Master File (SMF) data. This role ensures the integrity of investment data across trading platforms, investment accounting systems, and external data sources including third-party investment managers and custodians. The ideal candidate will be a data-driven professional with a passion for data governance, operational efficiency, and cross-functional collaboration.
How you'll help move us forward:
* Perform daily reconciliation of Security Master data across internal and external systems.
* Track and maintain updates to security attributes including coupons, schedules, ratings, and payment terms.
* Research and resolve discrepancies between trading and accounting systems.
* Leverage querying tools to extract and analyze targeted security details.
* Run automated validation checks to identify and address data quality issues.
* Create and maintain reports to identify missing or inconsistent data.
* Collaborate with Operations, Accounting & Reporting (A&R), Enterprise Risk Management (ERM), and other teams to ensure data accuracy.
* Produce timely and accurate 'gold-copy' investment data across assigned domains.
* Execute and analyze daily and periodic data quality control queries.
* Troubleshoot and resolve data feed issues, escalating when necessary.
* Support regulatory and internal reporting requirements.
* Identify process improvement opportunities and implement solutions to enhance data quality and operational efficiency.
* Conduct root cause analysis of data errors and implement corrective actions.
* Develop deep knowledge of assigned funds and securities to support global operational processes.
* Participate in system testing, monitoring, and project-related activities.
* Create, maintain, and enhance procedures and workflows to support data integrity and compliance.
* Monitor end-of-day processing to ensure accurate data flow to downstream systems.
* Provide support for ad hoc requests and coverage for team responsibilities as needed.
The experience you bring:
* 5+ years of experience in investment operations or other investment-related role
* Hands on experience maintaining and reconciling Security Master data
* College degree in finance, accounting, or equivalent work experience.
* Working knowledge of the following systems: Bloomberg, Excel, Business Objects, ePAM, MS Office Suite
* Proficiency in data querying tools (e.g., SQL, Python, Excel).
* Substantial experience with trading platforms, investment accounting systems, and custodian data feeds.
* Excellent analytical, problem-solving, and organizational skills.
* Strong communication and interpersonal skills with the ability to collaborate across teams.
* Demonstrate ownership and accountability for data accuracy and integrity.
* Work effectively across departments and with external partners.
* Manage multiple priorities and adapts to changing business needs.
* Ensure high-quality outputs and thorough analysis.
What will make you stand out:
* Experience with data governance frameworks and data quality initiatives.
* Familiarity with regulatory reporting requirements.
* Knowledge of data visualization tools (e.g., Power BI, Tableau).
* Project management experience including documenting requirements
* Expertise in Corporate Action Events
You can be who you are.
People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
#LI-AJ1
#LI-hybrid
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$48.33 - $59.07
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
* Paid Parental Leave as well as an Adoption Assistance Program
* Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Auto-ApplyFinancial Controller
Senior finance analyst job in Chino, CA
Job DescriptionAbout the Role We are seeking a Financial Controller to oversee and manage all aspects of our financial operations. This includes budgeting, forecasting, accounts payable and receivable, cash flow management, and financial reporting. The Financial Controller will ensure compliance with financial standards, deliver accurate and timely reports, and provide insightful financial analysis to support strategic business decisions. By maintaining strong internal controls and collaborating with leadership, you will play a key role in ensuring financial stability and aligning financial practices with our organizational goals.
Experience supporting both brick-and-mortar retail and e-commerce Accounting within a consumer products company is required for consideration.
What You'll Do:
Manage financial operations including budgeting, forecasting, cash flow, and financial reporting.
Lead the preparation of monthly, quarterly, and annual reports, providing insights to senior leadership.
Ensure compliance with internal policies, IFRS standards, and statutory requirements.
Oversee Return Goods Authorizations (RGA) and inventory management to optimize operational efficiency.
Collaborate with cross-functional teams, including sales and supply chain, to support profitability.
Manage banking relationships, treasury operations, and financial consolidations.
Mentor and guide the finance team to align with business goals.
What We're Looking For
Bachelor's degree in Finance, Accounting, or related field.
CPA or equivalent preferred.
5-7 years of experience in financial reporting, forecasting, and operational finance, with at least 5 years in a Financial Controller role, preferably within a consumer products company that serves mass retailers and the wholesale trade.
Strong knowledge of IFRS and experience with ERP systems (Dynamics365).
Proven leadership and mentoring skills.
Bilingual in English and Mandarin preferred.
Title: Financial Controller
Location: In office, Chino CA
Compensation: $120K to $160K, depending on experience
At Nexgrill, we're all about bringing people together around the grill. Since 1993, we've been crafting quality outdoor cooking products-gas grills, charcoal grills, griddles, and more-designed to create memorable moments. With expertise in stainless steel, cast aluminum, and more, we deliver top-tier products at competitive prices.
What We Offer:
100% employer-paid HMO health care plan
Voluntary Benefits: Dental, Vision, Term Life, Accident, Critical Illness and Pet Insurance
401(K) Safe Harbor Plan for your future
Generous paid time off for work-life balance
Growth through training and development
Fun, engaging work environment with team events
Privacy Notice: This website collects certain information about its users in accordance with the California Consumer Privacy Act (CCPA). For more details on how we handle and protect your personal information, please review our Privacy Policy. **********************************************
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Manager of Financial Planning & Analysis - Design Entities
Senior finance analyst job in Newport Beach, CA
DPR Construction is rapidly growing their ability to design and engineer the work that DPR and its prefabrication groups perform. Our engineering firm, GPLA, is a leading firm in the field of structural engineering, dedicated to delivering innovative and efficient solutions for a wide range of construction projects. Integrated Design to Build Services (IDtBS), another DPR company, also provides technical design support to DPR and its related entities.
We are seeking a Manager of Financial Planning & Analysis - Design Entities (Manager of FP&A) to be responsible for the GPLA and IDtBS business financials and other duties as requested. The Manager of FP&A will partner with GPLA and IDtBS leaders, GPLA and IDtBS Core teams, and other F&A leaders to drive consistent processes and consistent and accurate financials. Responsibilities will include but may not be limited to the following:
Team Leadership:
* Able to lead in a shared leadership environment achieving positive results more through a culture of positive influence over command and control.
* Ensure the function is organized to scale for growth, including identifying and implementing process improvements, and effectively using data and technology.
* Perform forward looking business scenario analysis to inform the leadership teams of potential opportunities, risks, and operational needs.
Role & Responsibilities:
* Support Design Entities strategies, ensuring alignment with long term company objectives.
* Stay current with trends and opportunities to be able to provide insights into the future.
* Responsible for assisting and supporting the financial and accounting results at GPLA and IDtBS. This includes both GPLA West (Santa Clara, CA) and East (Baltimore, MD), IDtBS West (San Francisco, CA) and IDtBS East (Raleigh, NC) locations with projects in multiple states.
* Be a strategic business partner to GPLA and IDtBS Leadership and core team members.
* Report timely and accurate monthly financial information along with an evaluation of risks and opportunities for projects to GPLA, IDtBS and DPR Enterprise F&A.
* Direct GPLA & IDtBS day-to-day operational accounting.
* Ensure compliance with accounting policies, procedures, local regulations, and internal controls.
* Support the business with the annual Business Planning process.
* Lead Finance initiatives supporting process improvements within accounting.
* Provide analysis of financial position to help drive strategic decisions.
Specific Areas of Focus Include:
Financials:
* Manage and update the WIP schedule monthly for Leadership review, including evaluating health of projects.
* Prepare draft financials, attend monthly project review meetings, finalize monthly financial package and submit to DPR Enterprise F&A.
* Generate monthly MDAs for Design Entities leadership review and alignment.
* Assist in preparing backlog data, based on booked and unbooked work and backlog, CRM opportunities and market projections.
* Review overhead cost trends and investigate unusual trends.
* Monitor utilization rates for direct labor and overhead. Update overhead and labor rates and participate in annual reviews.
* Customize financial reports in the system based on requirements needed from operations team.
* ERP management, which includes reports, general ledger, processes, chart of accounts set-up, financial statement mapping.
* Review financial details of new projects and contracts to ensure accuracy with terms sold prior to adding to the monthly financial report.
* Support ad hoc analysis as requested.
* Attend Leadership meetings and inform on financials, and any other information as requested.
Accounting:
* Understand key owner contract provisions which affect accounting, i.e., billing terms, rates, incentives, penalties, contingency use, audit provisions, etc.
* Understand POC accounting and BIE/CIE issues. Identify issues that need to be communicated with project teams and Leadership.
* Review of all monthly balance sheet reconciliations prepared by Accountant.
* Assist in driving best practices for accounting and the Enterprise.
* Follow up with project teams on timeliness of invoices and collections.
* Cash Flow - Analyze internal cash flow capacity and forecast future cash needs to support decisions undertaken.
General:
* Critical thinkers with problem solving skills using research & analytics.
* Able to get further upstream (proactive about identifying trends, issues, troubleshooting, etc.,).
* Provide regular and thorough communication with leaders.
* Ability to work in a fast-paced environment with little oversight or direction.
* Focused on building strong working relationships and creating a positive work environment.
* Demonstrates strong organizational skills, plans and manages time efficiently.
* Entrepreneurial mindset with ability to identify opportunities and solutions for improvement and efficiency.
Education/Experience Requirements:
* 10+ years practicing accounting and/or finance support.
* BS in Accounting or related field (finance, audit, tax).
* Proficiency with accounting software applications.
* Construction or design industry experience is preferred.
* EPM/Oracle, ERP (Ajera experience is a plus).
* Experience working with multiple stakeholders.
Anticipated starting pay range: between $137,000 and $232,000
DPR Construction is a forward-thinking, self-performing general contractor specializing in technically complex and sustainable projects for the advanced technology, life sciences, healthcare, higher education and commercial markets. Founded in 1990, DPR is a great story of entrepreneurial success as a private, employee-owned company that has grown into a multi-billion-dollar family of companies with offices around the world.
Working at DPR, you'll have the chance to try new things, explore unique paths and shape your future. Here, we build opportunity together-by harnessing our talents, enabling curiosity and pursuing our collective ambition to make the best ideas happen. We are proud to be recognized as a great place to work by our talented teammates and leading news organizations like U.S. News and World Report, Forbes, Fast Company and Newsweek.
Explore our open opportunities at ********************
Auto-ApplySenior Investment Analyst (Irvine, CA.)
Senior finance analyst job in Irvine, CA
Beyond International is a fast-growing alternative investment platform managing private real estate credit and equity through Beyond Global Management, LLC (formerly Transcend Capital, LLC), an SEC Registered Investment Advisor.
Find out more about us by following us on our social media accounts: ***********************************
The Role:
We are looking for a high-caliber Senior Investment Analyst experienced in helping global investors realize their potential while improving his or her own capacities. The ideal candidate has a demonstrated career in real estate investment, experience with high-net-worth investors, and the ability to play a senior role in the full-lifecycle of alternative investment for our global clients.
The work location is in Irvine, CA.
What You'll do:
The Senior Investment Analyst is responsible in coordinating with different departments to gather and analyze data, conduct extensive research and analysis to find ideal investment opportunities, study the performance of stocks and markets, prepare progress reports and presentations, and conduct risk assessments.
Essential duties and responsibilities:
Research and identify investment opportunities along with the investment team
Analyze the track record and performance of investment manager or sponsor and recommend the most suitable investment partners
Structure private equity and debt to address commercial, legal, accounting, tax, and regulatory considerations for cross-border investors
Negotiate commercial and legal agreements with investment partners
Prepare, organize and maintain deal-related marketing materials and analyses
Market investment opportunities to clients
Work with marketing and sales teams to present investment opportunities to global clients
Participate in deal underwriting, syndication approval, and closing processes
Track post-investment progress and prepare analyses/updates
Who You are:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree in business or related field, Master's degree preferred
Two to three years of prior work experience in real estate investment
Strong quantitative, analytical, and problem-solving skills
Strong knowledge of financial and credit analysis, valuation and primary research, performance analysis, and their application in investment decisions and transaction structuring
Excellent communication (written & verbal) and interpersonal skills, preferably with exposure to family office or EB-5 investors and other high net worth individuals.
Strong organizational skills with the ability to own and see projects to completion.
Embrace the entrepreneurial journey, focus on what matters and build something meaningful while meeting tough deadlines.
Solid work ethic, high level of self-motivation, and excellent attention to detail
Advanced Excel (creating databases and related analyses) and PowerPoint skills
Fluency in English and Mandarin Chinese a plus
Excellent organizational, interpersonal and communication skills, able to cope with complex situations.
Strong sense of teamwork, proactive, and confident.
Self-motivated and constantly improving on soft skills to meet job requirements.
Demonstrated commitment to excellence and social consciousness.
Employee Benefits and Perks:
We offer a comprehensive benefits package:
Opportunities for professional development and growth within an inclusive team environment.
Medical, Dental, Vision, and Life coverage for employee and premium allowance/subsidy for employee's eligible dependents
PTO (vacation and sick)
401(k) with Enhanced Employer Safe Harbor match
10 paid holidays in a year.
Professional membership reimbursement
Cell phone/technology reimbursement
Note: Benefits can and may change any time at the management's discretion and in compliance with applicable State and Federal laws.
Compensation:
The starting base pay range for this position is $80,000 - $95,000 annually (DOE).
Applicants must be currently authorized to work in the United States on a full-time basis and able to commute to Irvine, CA.
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Beyond International is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Beyond International is committed to equal employment opportunity in all other privileges, terms and conditions of employment that may not be covered in this statement. Beyond International is an at-will employer.
Financial Analyst - Corporate Development
Senior finance analyst 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
Auto-ApplyAnalyst, Finance
Senior finance analyst job in Irvine, CA
at loan Depot
Responsible for analyzing financial performance, business metrics, and sales performance for the company. Develops actionable reports and solutions to achieve company goals. Updates forecasts and budgets and provides proper variance analysis visibility. This position ensures the performance of all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Responsibilities:
Architects reports using raw loan production and accounting data to influence decision making.
Assimilates raw data into actionable reports in support of departments within the organization.
Evaluates key company metrics and develops new measurements for success. Identifies areas for process improvements and consistently strives to streamline existing processes and reports.
Conducts market research and performance analysis of new branch or referral partner opportunities.
Creates robust financial and production reporting packages for distribution across leaders within the sales organization under stringent deadlines to meet reporting turn times. Develops a thorough understanding of production compensation plans and ensures payroll is executed accordingly.
Performs variance analysis and identifies the root cause of any discrepancies.
Supports Sr. Analysts and Management within Finance division
Creates ad hoc reports or analysis as requested by senior management.
Works directly with the accounting department to assist with month-end closing process and other support functions as needed.
Performs other duties and projects as assigned.
Requirements
Bachelor's Degree in finance or accounting required, and a minimum of one (1) + years' experience in a Financial Analyst or Business Analyst role.
Experience in the Mortgage industry preferred.
Familiarity with relational databases (SQL, Oracle) including the ability to easily extract raw data is preferred.
This is a hybrid position based in Irvine, CA - requiring two days per week.
Why work for #teamloan Depot:
Aggressive compensation package based on experience and skill set.
Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive.
Work with other passionate, purposeful, and customer-centric people.
Extensive internal growth and professional development opportunities including tuition reimbursement.
Comprehensive benefits package including Medical/Dental/Vision.
Wellness program to support both mental and physical health.
Generous paid time off for both exempt and non-exempt positions.
About loan Depot: loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. Base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay for this role is between $60,000 and $104,500. Your base pay will depend on multiple individualized factors, including your job-related knowledge/skills, qualifications, experience, and market location. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Auto-ApplyFinancial Analyst, ADHC
Senior finance analyst job in Anaheim, CA
A great experience starts with you!
Join our team to help create and develop the future of live entertainment and sports in Orange County!
Once you've had a chance to explore our current open positions, apply to the ones you feel best suit you, as an applicant, you can always see your application status in your profile.
Mission: To enrich the lives in our community through shared experiences, welcoming spaces, and responsible actions.
Vision: We will be the social and entertainment center of Orange County - a place where the cultural kaleidoscope of the region converges and connects. Our vibrant, rich collection of experiences will celebrate the diversity of our community.
Values: Be Safe | Do the Right Thing | Be Generous | Include Everyone | Make it Easy | Be Bold
Job Title:Financial Analyst, ADHC
Pay Details:
The annual base salary range for this position in California is $90,000 to $110,000 per year. The starting pay for the successful candidate depends on various job-related factors, including but not limited to the candidate's geographic location, job-related knowledge, skills, experience, education/training, internal value, peer equity, external market demands, and organizational considerations.
The Financial Analyst is responsible for assisting in a wide range of FP&A activities and is responsible for specific data driven analytics that support the Anaheim Ducks, San Diego Gulls, and Anaheim Ducks Foundation. This position will play a central role in executing the timely delivery and presentation of the annual operating plan, rolling forecasts, monthly reporting and variance analysis, and long-range strategic plan. The Financial Analyst drives to execute tasks and projects timely at a high level.
Responsibilities
Create, manage, and maintain complex financial planning models to support annual budget, rolling forecasts, and long-term planning
Analyze actual results against budget and forecast, research variances, and communicate findings
Prepare monthly financial reporting packages for leadership and business operators
Collaborate with leadership and operators to align financial plans with operational goals and execution
Work with data originating out of native accounting and operational systems to answer critical questions and provide insights through key performance indicators
Engage in ad-hoc analysis to support business decision-making and strategic planning
Assist in storytelling by preparing presentations in support of executive meetings, monthly/quarterly business reviews and various strategic and analytical projects
Support the delivery of NHL reports, business plans, surveys, and other league requirements
Drive process improvements and automation of financial reporting
Perform other duties and projects as assigned
Skills
Bachelor's degree in Finance, Accounting, or a related field
Minimum of 2 years of experience in Financial Planning & Analysis
Experience in sports and entertainment industry preferred
Advanced Excel modeling skills, with the ability to build and maintain complex financial models
Strong storytelling ability through PowerPoint, with a focus on data visualization and executive-level communication
Excellent written and verbal communication skills
Highly detail-oriented with strong organizational skills
Demonstrated critical thinking and analytical problem-solving abilities
Naturally curious, with a desire to learn, ask thoughtful questions, and dig deeper into financial data
Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment
Knowledge, Skills, and Experience
Education - Bachelor's Degree
Experience Required - 2+ Years
This position is on-site.
Company:
Anaheim Ducks Hockey Club, LLC
Our Commitment:
We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, medical condition or any protected category prohibited by local, state or federal laws. We are firm believers that diversity and inclusion among our team members are critical to our success, and we seek to recruit, develop, and retain the most talented people from a diverse candidate pool.
Thanks for your interest in becoming part of ocV!BE!
Auto-ApplyFinancial Consultant- Newport Beach, CA
Senior finance analyst job in Anaheim, CA
Job Description: Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications: Series 07 - FINRA Category: Sales
Director of Finance
Senior finance analyst job in Lake Forest, CA
ABOUT ETHIKA:
Ethika is a leading lifestyle brand based in San Clemente, CA. Since the inception of the brand, Ethika and its team have been determined to live life, innovate, and deliver quality products, while staying true to our biggest asset - our FAMILIE. The Ethika employees, friends, athletes, artists, and customers are the core of the brand and the reason we exist.
POSITION SUMMARY:
As Ethika continues to experience rapid growth, we are seeking a Director of Finance to lead our financial strategy, planning, and analysis while overseeing the accounting function. This role will partner with senior leadership to drive financial performance, provide actionable insights, and support long-term business growth. The Director of Finance will ensure the integrity of financial reporting, implement key performance metrics, and manage a team that supports both accounting accuracy and strategic finance initiatives.
The ideal candidate is a strong financial strategist who can balance big-picture planning with hands-on execution, driving both financial discipline and innovative growth opportunities.
DUTIES & RESPONSIBILITIES:
Oversee execution of month-end close to create monthly GAAP financial statements
Adjust financial processes to accommodate changes in business strategy, size of teams and to optimize the implementation of new technologies
Lead the development of financial strategies that support company growth and profitability goals.
Oversee budgeting, forecasting, and financial planning processes; provide insights and recommendations to executive leadership.
Create and track KPIs and operational metrics to measure performance and guide decision-making.
Partner cross-functionally with leadership teams in Sales, Operations, Product, and Marketing to align financial goals with business objectives.
Manage financial reporting, ensuring timely and accurate GAAP statements, monthly close, and compliance requirements.
Oversee external audits, tax filings, and regulatory reporting.
Identify process improvement opportunities and implement scalable systems and technologies to optimize efficiency.
Build, mentor, and develop a high-performing finance and accounting team.
Provide financial modeling and scenario planning to evaluate new business opportunities, partnerships, and strategic initiatives.
Act as a key advisor to executive leadership on financial risk management and long-term capital planning.
QUALIFICATIONS:
Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
7+ years of progressive finance and accounting experience, with at least 3 years in a leadership role.
Experience in consumer products, lifestyle, or manufacturing industries preferred.
Proven ability to lead budgeting, forecasting, and strategic financial planning.
Strong financial modeling and analytical skills with a track record of driving insights that inform strategy.
Excellent communication skills, with the ability to present complex financial data in a clear, actionable way to executives and non-finance teams.
Experience implementing financial systems and driving process improvements in a growth-oriented environment.
Strong leadership skills with experience building and scaling finance teams.
Ability to thrive in a fast-paced, entrepreneurial culture.
SALARY:
Salary Range: $100,000 - $120,000 (
DOE)
Sr. Investment Operations Analyst II
Senior finance analyst job in Newport Beach, CA
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We're actively seeking a talented Senior Investment Operations Analyst II to join our Global Institutional Investment Group (GIIG) in Newport Beach, CA. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters.
As a Senior Investment Operations Analyst, you'll play a key role in Pacific Life's growth and long-term success by providing operational support for GIIG's middle-office team. You will fill a new role that sits in a team of six people in the Institutional division. Your colleagues will include Investment Operations Analysts and fellow investment professionals.
How you'll help move us forward:
* Day-to-day operational support for our Global Institutional Investment Group products: Spread Lending, Stable Value, and Institutional Fixed Annuity. This middle-office role is a crucial link between the front-office functions (ie sales / underwriting) and back-office functions by engaging in the complete product lifecycle, from trade execution to reporting.
* Collaborate with colleagues, custodian banks, external parties, internal departments (Accounting, Audit, Treasury, Finance, Actuaries, Compliance, Law and Enterprise Risk Management) and other areas where necessary to ensure GIIG transactions, deliverables, and reporting are timely and accurately completed
* Advance knowledge and thorough understanding of all common fixed income investments including trade execution and associated processes. Leverage your industry expertise to optimize process efficiency
* Work with leaders, colleagues or independently to meet strict deadlines and effectively manage multiple priorities with minimal supervision
* Ability to analyze problems and find solutions using data. Statistical analysis, data modeling, and data cleaning
* Produce analysis and dashboard reporting, management reports / presentations, and adhoc reporting
The experience you bring:
* 7+ years of experience working in investment operations/middle office role in asset management or investment banking
* College degree in finance, accounting, or similar discipline, is preferred
* Thorough understanding of fixed-income investments, including trading workflows and systems involved
* Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy
* Advanced research and resolution skills, including familiarity with legal documents
* Basic knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investments
What makes you stand out:
* CFA/MBA beneficial, but not required
* Advance technical data skills:
* SQL, Python, Power BI and Excel
* Knowledge of handling and interpreting datasets
* Comprehensive knowledge of MS Office Suite
* Experience executing small scale initiatives and participating as a subject matter expert in larger scale initiatives
* Working knowledge of the following systems: Bloomberg, FactSet, Salesforce
You can be who you are.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
#LI-TM1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$121,770.00 - $148,830.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
* Paid Parental Leave as well as an Adoption Assistance Program
* Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Auto-ApplyManager of Financial Planning & Analysis - Design Entities
Senior finance analyst job in Pasadena, CA
DPR Construction is rapidly growing their ability to design and engineer the work that DPR and its prefabrication groups perform. Our engineering firm, GPLA, is a leading firm in the field of structural engineering, dedicated to delivering innovative and efficient solutions for a wide range of construction projects. Integrated Design to Build Services (IDtBS), another DPR company, also provides technical design support to DPR and its related entities.
We are seeking a Manager of Financial Planning & Analysis - Design Entities (Manager of FP&A) to be responsible for the GPLA and IDtBS business financials and other duties as requested. The Manager of FP&A will partner with GPLA and IDtBS leaders, GPLA and IDtBS Core teams, and other F&A leaders to drive consistent processes and consistent and accurate financials. Responsibilities will include but may not be limited to the following:
Team Leadership:
* Able to lead in a shared leadership environment achieving positive results more through a culture of positive influence over command and control.
* Ensure the function is organized to scale for growth, including identifying and implementing process improvements, and effectively using data and technology.
* Perform forward looking business scenario analysis to inform the leadership teams of potential opportunities, risks, and operational needs.
Role & Responsibilities:
* Support Design Entities strategies, ensuring alignment with long term company objectives.
* Stay current with trends and opportunities to be able to provide insights into the future.
* Responsible for assisting and supporting the financial and accounting results at GPLA and IDtBS. This includes both GPLA West (Santa Clara, CA) and East (Baltimore, MD), IDtBS West (San Francisco, CA) and IDtBS East (Raleigh, NC) locations with projects in multiple states.
* Be a strategic business partner to GPLA and IDtBS Leadership and core team members.
* Report timely and accurate monthly financial information along with an evaluation of risks and opportunities for projects to GPLA, IDtBS and DPR Enterprise F&A.
* Direct GPLA & IDtBS day-to-day operational accounting.
* Ensure compliance with accounting policies, procedures, local regulations, and internal controls.
* Support the business with the annual Business Planning process.
* Lead Finance initiatives supporting process improvements within accounting.
* Provide analysis of financial position to help drive strategic decisions.
Specific Areas of Focus Include:
Financials:
* Manage and update the WIP schedule monthly for Leadership review, including evaluating health of projects.
* Prepare draft financials, attend monthly project review meetings, finalize monthly financial package and submit to DPR Enterprise F&A.
* Generate monthly MDAs for Design Entities leadership review and alignment.
* Assist in preparing backlog data, based on booked and unbooked work and backlog, CRM opportunities and market projections.
* Review overhead cost trends and investigate unusual trends.
* Monitor utilization rates for direct labor and overhead. Update overhead and labor rates and participate in annual reviews.
* Customize financial reports in the system based on requirements needed from operations team.
* ERP management, which includes reports, general ledger, processes, chart of accounts set-up, financial statement mapping.
* Review financial details of new projects and contracts to ensure accuracy with terms sold prior to adding to the monthly financial report.
* Support ad hoc analysis as requested.
* Attend Leadership meetings and inform on financials, and any other information as requested.
Accounting:
* Understand key owner contract provisions which affect accounting, i.e., billing terms, rates, incentives, penalties, contingency use, audit provisions, etc.
* Understand POC accounting and BIE/CIE issues. Identify issues that need to be communicated with project teams and Leadership.
* Review of all monthly balance sheet reconciliations prepared by Accountant.
* Assist in driving best practices for accounting and the Enterprise.
* Follow up with project teams on timeliness of invoices and collections.
* Cash Flow - Analyze internal cash flow capacity and forecast future cash needs to support decisions undertaken.
General:
* Critical thinkers with problem solving skills using research & analytics.
* Able to get further upstream (proactive about identifying trends, issues, troubleshooting, etc.,).
* Provide regular and thorough communication with leaders.
* Ability to work in a fast-paced environment with little oversight or direction.
* Focused on building strong working relationships and creating a positive work environment.
* Demonstrates strong organizational skills, plans and manages time efficiently.
* Entrepreneurial mindset with ability to identify opportunities and solutions for improvement and efficiency.
Education/Experience Requirements:
* 10+ years practicing accounting and/or finance support.
* BS in Accounting or related field (finance, audit, tax).
* Proficiency with accounting software applications.
* Construction or design industry experience is preferred.
* EPM/Oracle, ERP (Ajera experience is a plus).
* Experience working with multiple stakeholders.
Anticipated starting pay range: between $137,000 and $232,000
DPR Construction is a forward-thinking, self-performing general contractor specializing in technically complex and sustainable projects for the advanced technology, life sciences, healthcare, higher education and commercial markets. Founded in 1990, DPR is a great story of entrepreneurial success as a private, employee-owned company that has grown into a multi-billion-dollar family of companies with offices around the world.
Working at DPR, you'll have the chance to try new things, explore unique paths and shape your future. Here, we build opportunity together-by harnessing our talents, enabling curiosity and pursuing our collective ambition to make the best ideas happen. We are proud to be recognized as a great place to work by our talented teammates and leading news organizations like U.S. News and World Report, Forbes, Fast Company and Newsweek.
Explore our open opportunities at ********************
Auto-ApplyIntern - Financial Analyst
Senior finance analyst 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.
Analyst, Finance
Senior finance analyst job in Irvine, CA
Responsible for analyzing financial performance, business metrics, and sales performance for the company. Develops actionable reports and solutions to achieve company goals. Updates forecasts and budgets and provides proper variance analysis visibility. This position ensures the performance of all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.
Responsibilities:
* Architects reports using raw loan production and accounting data to influence decision making.
Assimilates raw data into actionable reports in support of departments within the organization.
* Evaluates key company metrics and develops new measurements for success. Identifies areas for process improvements and consistently strives to streamline existing processes and reports.
* Conducts market research and performance analysis of new branch or referral partner opportunities.
* Creates robust financial and production reporting packages for distribution across leaders within the sales organization under stringent deadlines to meet reporting turn times. Develops a thorough understanding of production compensation plans and ensures payroll is executed accordingly.
* Performs variance analysis and identifies the root cause of any discrepancies.
* Supports Sr. Analysts and Management within Finance division
* Creates ad hoc reports or analysis as requested by senior management.
* Works directly with the accounting department to assist with month-end closing process and other support functions as needed.
* Performs other duties and projects as assigned.
Requirements
* Bachelor's Degree in finance or accounting required, and a minimum of one (1) + years' experience in a Financial Analyst or Business Analyst role.
* Experience in the Mortgage industry preferred.
* Familiarity with relational databases (SQL, Oracle) including the ability to easily extract raw data is preferred.
* This is a hybrid position based in Irvine, CA - requiring two days per week.
Why work for #teamloan Depot:
* Aggressive compensation package based on experience and skill set.
* Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive.
* Work with other passionate, purposeful, and customer-centric people.
* Extensive internal growth and professional development opportunities including tuition reimbursement.
* Comprehensive benefits package including Medical/Dental/Vision.
* Wellness program to support both mental and physical health.
* Generous paid time off for both exempt and non-exempt positions.
About loan Depot:
loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.
Base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay for this role is between $60,000 and $104,500. Your base pay will depend on multiple individualized factors, including your job-related knowledge/skills, qualifications, experience, and market location.
We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Auto-ApplyFinancial Analyst I - Cost/Schedule
Senior finance analyst job in Redlands, CA
Apply your cost and schedule management skills within our Professional Services division. The people you will support work across many industries, including governments (federal, state, regional, and local communities), NGO groups, private consultancies, environmental engineering, commercial, and others.
The team you will work with are collaborative and forward leaning. They are problem solvers, listeners, facilitators, guides, and trusted advisors to thousands of ArcGIS users making a difference. We will benefit from the experience of working together to support the business operations of the division.
Responsibilities
Develop, implement, and maintain budgets for assigned programs
Establish work breakdown structure (WBS), coordinate required budgeting detail, establish and track management reserve, support monthly performance assessment, and perform variance analysis
Monitor all aspects of program cost and schedule control
Assist with the development of estimate at completion (EAC) exercises
Support schedule tracking functions including monitoring major milestone performance, updating scheduling tools, and analyzing variances
Maintain and implement existing processes to successfully manage subcontract activity
Participate with the project team as financial advisor to ensure early identification of problem areas on assigned programs; help identify corrective action plans
Participate in the monthly revenue recognition process
Requirements
1+ years of professional experience in a similar position, supporting similar responsibilities
Excellent written and verbal communication, attention to detail, and organizational skills
Ability to collaborate in a cross-functional team environment and effectively interact with all departments and levels of staff
Ability to develop, implement, and maintain budgets for assigned programs
US citizenship and willingness and ability to maintain a US Security Clearance
Bachelor's in business administration, finance, accounting, or related field
Recommended Qualifications
Experience working on financial data for services work
Experience in pricing within services or products
#LI-AN1
#LI-Onsite
Auto-ApplyFinancial Consultant - Irvine, CA
Senior finance analyst job in Santa Ana, CA
Job Description: Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales
Sr. Investment Operations Analyst II
Senior finance analyst job in Newport Beach, CA
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We're actively seeking a talented Senior Investment Operations Analyst II to join our Global Institutional Investment Group (GIIG) in Newport Beach, CA. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters.
As a Senior Investment Operations Analyst, you'll play a key role in Pacific Life's growth and long-term success by providing operational support for GIIG's middle-office team. You will fill a new role that sits in a team of six people in the Institutional division. Your colleagues will include Investment Operations Analysts and fellow investment professionals.
How you'll help move us forward:
Day-to-day operational support for our Global Institutional Investment Group products:
Spread Lending, Stable Value, and Institutional Fixed Annuity
. This middle-office role is a crucial link between the front-office functions (ie sales / underwriting) and back-office functions by engaging in the complete product lifecycle, from trade execution to reporting.
Collaborate with colleagues, custodian banks, external parties, internal departments (Accounting, Audit, Treasury, Finance, Actuaries, Compliance, Law and Enterprise Risk Management) and other areas where necessary to ensure GIIG transactions, deliverables, and reporting are timely and accurately completed
Advance knowledge and thorough understanding of all common fixed income investments including trade execution and associated processes. Leverage your industry expertise to optimize process efficiency
Work with leaders, colleagues or independently to meet strict deadlines and effectively manage multiple priorities with minimal supervision
Ability to analyze problems and find solutions using data. Statistical analysis, data modeling, and data cleaning
Produce analysis and dashboard reporting, management reports / presentations, and adhoc reporting
The experience you bring:
7+ years of experience working in investment operations/middle office role in asset management or investment banking
College degree in finance, accounting, or similar discipline, is preferred
Thorough understanding of fixed-income investments, including trading workflows and systems involved
Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy
Advanced research and resolution skills, including familiarity with legal documents
Basic knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investments
What makes you stand out:
CFA/MBA beneficial, but not required
Advance technical data skills:
SQL, Python, Power BI and Excel
Knowledge of handling and interpreting datasets
Comprehensive knowledge of MS Office Suite
Experience executing small scale initiatives and participating as a subject matter expert in larger scale initiatives
Working knowledge of the following systems: Bloomberg, FactSet, Salesforce
You can be who you are.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
#LI-TM1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$121,770.00 - $148,830.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
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