Finance Analyst Jobs in Calabasas, 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.

Pacific Executive Search has been engaged on a search for a Financial Business Analyst position that offers you the opportunity to work in the vibrant West LA area while engaging with large data sets and developing analytical models for a market research technology firm. You would have the chance to enhance your skills in Excel, SQL, and Python, all while collaborating with senior management to deliver valuable insights. This role not only promises a dynamic work environment but also paves the way for significant career growth as you contribute to strategic decision-making in a leading research firm. Responsibilities: Provide analytical results and create tailored deliverables. Design and develop analytical models in relation to performance metrics and market data. Analyze, enhance, and adapt processes, data frameworks, and models for improved efficiency. Identify research requirements and conduct relevant qualitative and quantitative studies. Handle and analyze extensive data sets, summarizing insights into clear presentations for management. Qualifications: Bachelor's degree in business, finance, mathematics, or a scientific discipline. Have at least 2-3 years of experience in analytics or a related field, such as investment banking, consulting, or accounting. Demonstrate experience in conducting and evaluating financial or market analyses within a technical setting. Exhibit strong analytical, problem-solving, modeling, and presentation capabilities. Show proficiency in Excel, with additional experience in SQL, Python, R, and VBA considered advantageous. Ability to manage and process large volumes of information while providing strategic recommendations to senior management. Possess excellent interpersonal and customer service skills, along with outstanding verbal and written communication abilities and meticulous attention to detail.

Job Title: Senior CMBS Investment Analyst Job Summary: We are seeking a highly skilled and experienced Senior CRE/CMBS Credit Analyst to join our Securitized Products Group at a top global asset manager in Los Angeles. The successful candidate will lead efforts related to investing within the CMBS sector, providing comprehensive market coverage with a focus on collateral credit and transaction structure. This role requires a deep understanding of the CMBS market, strong analytical skills, and the ability to mentor junior team members. Key Responsibilities: Market Coverage & Analysis: Lead comprehensive market coverage within the CMBS sector, focusing on collateral credit and transaction structure. Prepare detailed primary market investment reviews and recommendations. Conduct timely surveillance of firmwide CMBS holdings to ensure optimal performance and risk management. Support secondary investment activity by analyzing market trends and identifying investment opportunities. Engagement & Collaboration: Engage with internal and external counterparties on sector-related matters, providing insights and recommendations. Collaborate with cross-sector teams to contribute to decision-making within securitized markets. Maintain strong relationships with key stakeholders, including clients, counterparties, and internal teams. Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field; advanced degree or CFA preferred. Minimum of 7 years of experience in CMBS/CRE credit analysis or related roles within the securitized products market. Strong analytical and quantitative skills, with a deep understanding of CMBS market dynamics and transaction structures. Proven track record of successfully managing complex investment analyses and recommendations. Ability to work independently and as part of a team in a fast-paced environment.

About the Company Tencent is a leading global technology company focused on connecting people and developing innovative products and services that improve the quality of life of people around the world. Founded in 1998 and publicly traded on the Hong Kong Stock Exchange since 2004, Tencent offers a variety of products and services, including leading communication and social platforms (Weixin/WeChat), high-quality entertainment (from video games, music, TV and film, sport and literature), FinTech (WeChat Pay and QQ Wallet) and industry-leading cloud products and services. Position Overview Tencent is seeking a Senior Finance Manager to serve as a key Finance Business Partner for its subsidiaries. Reporting directly to the Finance Director, Investment Company Management Team, this role requires a seasoned finance professional with expertise in financial planning, budgeting, reporting, and process optimization. You will work closely with subsidiary leadership, finance teams, and Tencent's headquarters to enhance financial transparency, operational efficiency, and resource allocation. Responsibilities Serve as the finance liaison between Tencent and its subsidiaries, ensuring seamless communication and financial integration. Oversee annual budget preparation and quarterly rolling forecasts, analyzing subsidiary performance, R&D efficiency, and resource allocation to optimize financial strategies. Enhance financial reporting standards, balancing Tencent's Group Reporting policies with subsidiary-specific needs while ensuring high-quality and comprehensive financial insights. Improve financial transparency and implement project-based accounting solutions, including upgrading finance systems and developing shared service functions for smaller subsidiaries. Leverage Tencent's headquarters expertise to enhance internal controls, treasury management, credit control, tax compliance, and procurement efficiency across the subsidiaries. Provide financial leadership and support to subsidiary leadership teams, guiding financial decision-making and operational improvements Additional managerial duties as necessary Requirements Bachelor's degree or higher in Accounting, Finance, or a related field. Chartered Accountant or equivalent qualification is required. Minimum 10 years of progressive experience in financial management, with a strong track record of driving operational efficiency and financial integration of acquired companies. Experience in TMT (Technology, Media, and Telecommunications) industry is highly preferred, with exposure to international financial operations. Background in Big Four accounting firms or experience working within multinational finance teams is an advantage. Strong interpersonal and analytical skills, with the ability to interpret complex financial data and provide actionable recommendations. Fluency in English and Mandarin Chinese is highly desirable to facilitate communication with Tencent headquarters.

Job Title: ASSISTANT CONTROLLER - credit union / banking / FI At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: The Assistant Controller is a hands-on position managing the daily operations of the Accounting Department including the General Ledger, Accounts Payable, and interdepartmental accounting review and support. What You Will Do: Oversees all aspects of the Accounts Payable function. Reviews and approves journal entries, reviews critical general ledger account reconciliations, and fields team member questions on proper accounting treatment. Plays a key role in the month-end general ledger account certification process. Assist with monthly end reporting and variance analytics. Serves as a leader in department projects by partnering with other departments to provide Accounting support and guidance. Coordinates requests for new general ledgers, accounts, expense coding, and accounting process workflows related to new operational projects. Solves cross-functional problems; provides data and analytical horsepower, as necessary. Quarterly and annual internal, regulatory, and compliance reporting. Provides data and analysis to support the timely completion of filings of 5300 Call Report and other regulatory reporting and audits. Proactively identifies process improvement opportunities. Will help develop, update, and implement department policies and procedures. Develops and executes plans to reengineer existing processes that decrease overall efficiency. Assumes responsibility for establishing and maintaining effective communication and coordination with Premier America staff and the Finance department. Maintains department calendar and department due dates. Stays informed of trends and changes in the accounting and banking/financial services fields. Attending webinars, seminars and training as necessary. Assumes responsibility for related duties as required or assigned. What We Are Looking For: Minimum seven (7) years of experience in Accounting positions using Accounting systems and two (2) years in a supervisory capacity in a banking/financial institution environment. Experience completing complex G/L account reconciliations. Bachelor's degree in Accounting, Finance, or related field. Thorough understanding of accounting concepts and principles. Thorough knowledge of credit products. In-depth knowledge and experience with GAAP, and in-depth knowledge of GAAP, regulations and industry standards relating to Accounting and Finance. Excellent writing skills, technical and business reporting, and detail oriented and focus on work accuracy. Ability to assist and supervise others. Well organized and attentive to details, able to meet deadlines and manage projects, proficient in computer operations, specialized applications and MS Office suite. Technically proficient with Microsoft Excel, including advanced formulas, pivot tables, equals if statements, and horizontal and vertical lookup formulas. Strong analytical skills. Strong interpersonal, leadership, and supervisory skills. Ability to maintain an effective and efficient workflow. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $106k-$132k. Perks Important to You: Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time 401k Retirement Saving Plan with a 6% safe harbor employer match Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Are You Ready to Elevate Your Career in Commercial Real Estate Investment Sales? We are looking for experienced, driven, and results-oriented professionals to join our elite team of Commercial Investment Sales Advisors in California. If you have a minimum of one year of experience in commercial real estate sales, leasing, or investment, and you're serious about taking your career to the next level, this is your opportunity. At One West Group, we don't just do deals, we build legacies. Our advisors work directly alongside top-producing brokers, gaining hands-on experience in high-stakes negotiations, market analysis, and investment strategy. This is not an entry-level position; we are seeking individuals who are ready to hit the ground running, leveraging their existing knowledge to close deals and grow their book of business. What You'll Get: Direct mentorship from seasoned industry leaders Access to premium market data and cutting-edge analytics A proven system to help you accelerate deal flow and earnings Exposure to institutional and private investors looking to place capital Ongoing training & development to sharpen your skills and maximize your potential Highest Industry Commission Splits Who We're Looking For: Licensed real estate professionals (California DRE required) At least one year of experience in commercial real estate sales, leasing, or investments A self-starter with a strong work ethic and a hunter mentality Someone with the ability to build relationships and negotiate at a high level A professional who thrives in a fast-paced, high-performance environment If you're ambitious, highly motivated, and ready to compete at the highest level of commercial investment sales, apply now. About Us One West Group at ExP Commercial is a premier boutique commercial real estate firm specializing in investment sales. We are dedicated to delivering strategic solutions that help our clients maximize value and build long-term wealth. Our team-oriented approach, combined with deep market expertise, ensures successful transactions and lasting relationships.

Roaming Hunger operates a collection of brands- Roaming Hunger, Cater2.me, RMNG and Mobile Food Alliance. Our mission is to inspire authentic relationships through unforgettable, live experiences Our core values are at the heart of who we are: BECAUSE I SAID I WOULD: At our core, we honor our commitments because trust forms the foundation of everything we do. We build strong, authentic relationships through loyalty, accountability, respect and integrity. BE A BATTERY: We bring joy, positivity and contagious energy into every interaction. By lifting each other up, we create a shared culture of enthusiasm and support. YES, WE CAN: T eamwork, collaboration and a dedication to doing “whatever it takes” live at our core. Working together, the whole is far more than the sum of our parts. BE A BUFFALO: Like buffalo, we face challenges head-on, running towards the storm rather than away from it. By being proactive and taking initiative, we emerge faster and stronger. Roaming Hunger is a fast-growing, private equity-backed company transforming the way businesses engage with mobile food experiences. As we continue to scale, we're looking for a strategic and detail-oriented Financial Analyst to join our finance team. If you thrive in a dynamic environment, love diving into financial data, and want to play a key role in shaping a company's financial strategy, we want to hear from you. What You'll Do:Build and maintain financial models to support strategic decision-making. Analyze financial data and market trends to provide forecasting and budgeting insights. Create and manage complex spreadsheets with cross-dependencies. Prepare financial reports, business projections, and performance metrics. Evaluate historical and current financial data to identify trends and opportunities. Assess company and program profitability by analyzing financial statements. Support new business proposals and develop financial projections for emerging programs. Identify and recommend process improvements to enhance financial operations. What You Bring:Analytical expertise - ability to process large datasets and translate insights into action. Strong financial acumen - experience with forecasting, budgeting, and multi-entity financial management. Excellent communication skills - ability to present complex data in a clear, compelling way. Technical proficiency - advanced Excel skills (pivot tables, macros, etc.); experience with financial software is a plus. Attention to detail - meticulous when reviewing financials, as small errors can have a big impact. Adaptability - able to juggle multiple priorities in a fast-paced, evolving environment. Education & Experience: 3+ years in finance, investment banking, or a related field; MBA or CPA is a plus. Why Join Us?Competitive salary + performance-based bonus. Unlimited PTO - we believe in work-life balance. Comprehensive health, dental, and retirement benefits. A fun and innovative work environment - we're food lovers who stay ahead of industry trends (by tasting as much as we can!). Make an impact - this role is a critical part of our financial strategy and growth. A company that truly lives its values. Ready to be part of something exciting? Apply now and let's redefine the future together!

Unlimited Impact, Uncapped Income, and Independence YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Advisors are seasoned professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. With Northwestern Mutual, you will be in the driver's seat. You will empower people to plan their financial future while creating unlimited income potential for yourself. You'll own your own business within a successful framework of support including our network of specialist, training programs, development coaches and mentoring opportunities. Check out our : **************************** Learn why our is unique: **************************** THE OPPORTUNITY Building and managing client relationships by offering personalized, industry-leading solutions to help them protect what they've worked so hard to achieve while growing their assets for the future. Establishing a book of business through organic, sustainable, client-focused growth by building rapport, maintaining communication, and fostering long-term relationships. Develop rapport with clients and foster long-term relationships. Be knowledgeable about Northwestern Mutual financial products and financial market trends. Integrating into the #1 district office in the entire company for new advisor growth and development. Leveraging the strength of our team to address individual client concerns and needs. BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO Nationally ranked training programs to launch your career Mentorship and professional development training throughout your entire career Development stipends and expense allowance Sponsorship of Licensing/Credentialing (SIE/Series 7/Series 63, Life & Health Ins) Leadership opportunities Leading industry products and solutions built on an integrated technology platform Full heath benefits, group disability, retirement plans and an equity stake A culture that promotes diversity, teamwork, work/life balance, recognition and rewards A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results DESIRED SKILLS & EXPERIENCE College-educated, Bachelor's degree Candidate must be an accomplished communicator with strong and written skills Prior sales and/or business development experience preferred Self-starter mindset preferred We are actively seeking candidates with different backgrounds and work experiences, including but not limited to: Sales: B2B/B2C or Inside/Outside Sales (8+ years of experience) Executive leadership Community Influencers and Natural People Connectors Financial Management, insurance and financial services Former athletes Military background Job Type: Full-time Pay: $75,000.00 - $150,000.00 per year Benefits: Dental insurance Health insurance Retirement plan Vision insurance Compensation Package: Bonus opportunities Commission pay Ability to Relocate: Calabasas, CA 91302: Relocate before starting work (Required)

Hiring: Financial Valuation Manager | Los Angeles, CA Are you a financial valuation expert with a keen analytical mind and a passion for delivering high-quality client service? We're looking for a Financial Valuation Manager to join our team in Los Angeles, CA! What You'll Do: Lead and manage valuation engagements, ensuring quality, adherence to technical standards, timely project delivery, and profitability. Collaborate with clients, tax, audit, and legal professionals, representing M&S professionally. Supervise, train, and mentor Financial Staff. Support the sales team as required, including the preparation of presentations . Engage with internal real estate and machinery & equipment appraisal practices for coordinated projects. What We're Looking For: ✅ Education: Bachelor's in Accounting, Business, Finance, or Economics ✅ Experience: 4+ years in valuation (valuation firm, investment bank, or accounting firm) ✅ Skills: Strong analytical, research, and Excel modeling expertise ✅ Certification: CFA or ASA preferred but not required ✅ Soft Skills: Excellent communication, attention to detail, and client service focus Why Join Us? A dynamic work environment, growth opportunities, and the chance to work with top-tier clients in the industry. Apply today! Let's talk about how you can make an impact.

Healthcare company is seeking an experienced Financial Analyst with 5+ years in healthcare finance to join their team! This role offers the opportunity to provide strategic financial insights and support key decision-making in a dynamic environment. Requirements: 5+ years of experience as a Healthcare Financial Analyst Strong skills in financial modeling, budgeting, and data analysis Expertise in healthcare finance, reimbursement models, and cost analysis Proficiency in Excel and financial reporting tools Location: Manhattan Beach - 1 day/week onsite Compensation: $100K - $150K base salary

Finance Analyst for Music Royalty Payment Contract - 6 Months Culver City, CA Must Have Qualifications: Excellent organizational skills and rigorous attention to detail. Effective communication with internal and external partners. Experience performing analysis in Excel and creating spreadsheet models. Understanding of GAAP and other accounting principles and/or finance experience with payment processing. Experience with SAP or other financial systems to validate payments and balances. Able to work as part of a distributed global team. Nice to Have Qualifications:Music publishing royalty payment experience. Experience defining repeatable processes that reduce and ideally eliminate human error. Cross-functional influence; strong personal skills to translate requirements between teams. Bachelor's degree or master's degree in business, accounting, finance, or engineering or equivalent industry experience. Job Responsibilities:Reconcile invoices and communicate issues both internally and externally. Build financial models, including cost estimates and other forecasting. Define pricing models and work with Finance to accrue for music publishing related costs. Create and manage large spreadsheets, potentially with dozens of tabs and cross-dependencies. Reconcile account balances and provide accounting statements to partners. Contribute to process improvement; help continuously improve our product. Define solutions that can work either regionally or globally; build consensus to help drive adoption. Contribute operational requirements to the Legal and Commercial teams. Answer external partner invoice related inquiries, onboarding new partners and educating them on self-service tools. Work closely with IT to identify and resolve production issues.

Junior Financial Advisor Job Description: Masis Professional Group has an immediate need for a Junior Financial Advisor for a highly reputable Registered Investment Advisor (RIA) based in the Calabasas, CA area on a full-time direct hire basis. We are looking for a motivated and driven Junior Financial Advisor to join their team and assist one of the top Senior Advisor's in providing exceptional financial planning and investment strategies to their growing client base while simultaneously allowing you to build your own book of business. This is an excellent opportunity for someone looking to develop their career in financial advisory services within a dynamic and supportive environment. Junior Financial Advisor Summary: The Junior Financial Advisor will support one of the top senior advisors in all aspects of financial planning, asset gathering, research, and client relationship management. You will be actively involved in researching market trends, assisting with financial analyses, and helping clients make informed decisions regarding their financial goals. This role requires excellent communication, analytical, and technical skills, as well as a strong work ethic and passion for helping clients achieve financial success. Additionally, as you grow into the Financial Advisor role, this opportunity offers the potential to build your own book of business, providing an exciting path to long-term career growth and independence . Junior Advisor Responsibilities: Assist in asset gathering efforts by identifying and prospecting potential clients. Conduct in-depth research and analysis on investments, financial markets, and client portfolios. Collaborate with senior advisors to develop tailored financial plans and investment strategies. Manage relationships with clients, ensuring ongoing communication and addressing inquiries as needed. Prepare reports, presentations, and other client-facing documents. Assist with the preparation and review of client portfolios, ensuring alignment with their financial objectives. Support in the preparation of proposals, financial plans, and investment recommendations. Stay up-to-date with regulatory requirements and financial market trends. Use Microsoft Office Suite (Excel, Word, PowerPoint) and proprietary software tools to analyze client data and prepare materials. Participate in client meetings, providing assistance as needed, and presenting research findings. Maintain accurate records of client interactions and portfolio information, ensuring compliance with firm policies and regulatory standards. As you gain experience, work toward building your own book of business and transitioning into a full financial advisor role. Junior Advisor Qualifications: Education: BS/BA in Finance, Business, Economics, or related field preferred. Experience: 1-5 years of experience in financial services, asset gathering, research, and relationship management. Licensing: Series 65 license (required) and a clean U4 record. Skills: Proficient in Microsoft Office, particularly Excel (financial modeling, pivot tables, etc.). Experience with financial planning software and CRM tools is a plus. Strong analytical and research skills. Excellent written and verbal communication skills. Ability to adapt quickly to proprietary computer programs and financial tools. Compensation and Benefits: Competitive salary based on experience. Performance-based incentives and bonuses. Health, dental, and vision benefits. Paid time off and holidays. Professional development opportunities and support for obtaining additional certifications. Opportunity to build your own book of business as you grow into a Financial Advisor role, with significant potential for long-term career growth and independence.

Financial Analyst Digital Cinema Distribution Coalition (DCDC) was formed by AMC Theatres, Cinemark Theatres, Regal Entertainment Group, Universal Pictures and Warner Bros. Entertainment to provide the industry with theatrical digital delivery services across North America through a specially created network of next-generation satellite and terrestrial distribution technologies. DCDC supports feature, promotional, pre-show and live content distribution into theaters. The Network is designed to ensure audiences have the highest-quality entertainment experience, while exhibitors and content providers achieve a continuing strategic, secure and cost-effective distribution model that will stand the test of time. Summary of Position: The ideal candidate will be involved in the daily maintenance of finance data integrity within NetSuite and support the finance team with processing data, bank reconciliations and financial analysis. Moreover, the candidate must have strong interpersonal skills and possesses a strong business acumen. Key Responsibilities: Ensure accurate data uploads into NetSuite for billing, vendor processing and fixed asset registration. Performs invoicing activities and financial reconciliation. Prepare month-end financials and supplemental management reports. Support the Finance Controller and CFO for all statutory account preparation and audit requests. Work closely with cross-functional teams, including finance, and operations, to support data and KPI analysis. Work closely with external tax advisors and provide data reporting for income tax, property tax and sales tax compliance. Other ad-hoc CEO requests on financial and pricing analysis. EDUCATION and/or EXPERIENCE Bachelor's degree in finance or accounting. Two years of experience in data analysis and reporting preferred. Proficient in Microsoft Excel skills and SQL database skills Experience with NetSuite, preferred. Detailed orientated, self-driven and highly motivated individual that is willing to learn and grow with the company Management has the right to add or change duties and job requirements at any time. Salary Range: $65k to $75k Benefits: 401k plan, life insurance, medical (PPO)/dental/vision insurance, annual bonus

A global professional services firm seeks a Senior Financial Analyst to join their dynamic team. The Senior Financial Analyst - Pricing & Profitability is an integral part of the firm's Financial Analysis team and will be responsible for providing financial, analytical, and business support to drive success towards the firm's goals and objectives, while providing pricing expertise and advisory services to attorneys and other business functions through quantitative (i.e. profitability analysis) and qualitative (i.e. negotiation tactics) support. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in-office presence. Responsibilities Leading pricing response for the pursuit of new opportunities by developing competitive, innovative, and profitable fee proposals that align to the firm's strategic and financial goals Conducting pricing-focused practice group, industry, and market analysis to share with leadership teams in order to drive optimal decision making Developing internal pricing databases and external go-to-market templates for key product areas that allow for more efficient and effective fee responses on engagement opportunities Assisting the Rate Approval Committee by leveraging the ServiceNow database to develop ongoing reports that inform the committee of the outcome, performance, and trends based on historical approval decisions Preparing analysis and presentation materials for annual pricing strategy meetings with senior management and leadership teams Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that firm retains Qualifications Demonstrate knowledge and proficiency in PC applications, including project management software, MS Office, and other programs necessary to complete thorough analyses and reports Possess advanced financial modeling and project management skills Display an advanced ability to perceive and analyze problems and develop alternative strategies to solve them A Bachelor's degree or an equivalent in economics, finance, accounting, business administration, management, or a related field A Master's degree or an equivalent in a related field, preferably A minimum of four (4) years of experience related to financial analysis and/or project management, preferably in a professional services environment Experience developing financial analysis, modeling, project tracking, and reporting, preferably Benefits & Additional Information Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance. Eligible employees can participate in firm's comprehensive benefit program which includes: Healthcare, life and disability insurance A generous 401k plan At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more) Professional development programs Employee discounts And more! Many of our job openings can be viewed at *****************************************

Senior Financial Analyst - Sr. Financial Analyst - SG&A - Dashboards - Workbooks - Budgeting - Revenue - Expense - Project Tracking Analysis - Financial Modeling - Advanced Excel Are you an experienced Financial Analyst who has worked for large companies? Do you also have some experience with supporting tech operations? If so, then we are working on a Senior Financial Analyst opportunity that your background might be a great fit for…check out more information below! A professional services company in the Valley is looking for a Senior Financial Analyst to join their team. The Senior Financial Analyst will be responsible for building dashboards, workbooks, and budgets for the revenue side of the business. To be successful in this role, the Senior Financial Analyst should be a great team player, be accountable, and be able to work cross functionally with stakeholders. Does that sound like you or someone you know? If so, then please read the full Senior Financial Analyst job description below to see if this would be a good fit for your profile. What do you need for this Senior Financial Analyst role? * Bachelor's Degree in Finance or related field * 3+ years of finance experience * Experience with revenue FP&A * Large company experience * PE-backed FP&A experience a plus * Experience working in tech a plus * Familiarity or previous experience in accounting a plus * Advanced Excel What will you do in this Senior Financial Analyst role? * Be the main point of contact for assigned cost centers and act as a finance SME * Build forecasts * Review financial performance with cost center liaisons * Analyze historical data, variances, trends, and projections * Develop and analyze KPIs and create dashboards * Financial modeling of ROIs and M&A * Provide training and assist with finance implementation plans * Analyze opportunities for cost savings * Identify cost-saving opportunities and work cross-functionally to incorporate initiatives * Assist with strategic project planning and initiatives * Long-range planning What is in this Senior Financial Analyst role for you? * Great benefits, really nice team * Gorgeous office with high team collaboration * Hybrid role - 2-3 days in office * Industry leader * Strong PE backing * Potential for equity So, if you are an experienced Financial Analyst with large company and tech experience then we want to hear from you! Please send your resume to us for this Senior Financial Analyst role as we would love to connect with you!

Financial Analyst III or Financial Analyst II OM&S Ordnance Audit Remediation Support Audit background preferred. Communication skills necessary. Individual will lead quarterly touchpoints with headquarters Management Review Control (MRC) team for strategic alignment and consistency in delivery (Partner/Principal). Qualified candidates will lead and manage the following: Support for Fleet implementation, execution, and sustainment of the OM&S Ordnance MRC program and audit campaign plan. Support for existence and completeness baseline efforts Provide training and operational control support, assist with inputting results into the Measure of Performance (MOP) dashboard, conduct root cause/trend analysis over testing exceptions. Maintain communication with Fleet and headquarters to monitor progress and consistency across locations. Provide site visit support for maintaining site visit schedules, pre-visit preparations, physical inventory control training, auditor response, and support remediation of real-time issues during site visits. Requirements: Financial Analyst III Years of Experience: Candidate must have six (6) years of experience leading financial management services and related projects. Minimum Education: Bachelor's degree in accounting or business management related field from an accredited institution. Clearance Level: Secret clearance (Interim clearance is sufficient) Minimum Certification: One of the following professional certifications: CPA, CISA, CIA, CGFM or CDFM. DOD and Federal Agency experience required MUST BE A US CITIZEN Financial Analyst II Years of Experience: Three (3) years of progressive, relevant experience. Minimum Requirements: Four (4) year degree in accounting or business management related field from an accredited institution. Clearance Level: Secret clearance (Interim clearance is sufficient) Minimum Certification: One of the following professional certifications: CPA, CISA, CIA, CGFM or CDFM. DOD and Federal Agency experience required MUST BE A US CITIZEN

Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Advisor Associate The successful candidate will work as part of a growth-focused advisory team to provide a professional and exceptional level of client service to affluent investors. Responsibilities: Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPA'S, business managers, attorney's). Act as project lead or participate extensively in department or firm level projects. Open new accounts and monitor progress. Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations, and preparing tax analysis reports. Execute asset allocation changes based on Advisor recommendation and monitor progress. Schedule Advisor-Client meetings and prepare portfolio review book materials. Attend in house or off-site meetings or events as requested by Advisor. Maintain and update client files, CRM and other portfolio data, as needed. Collaborate with management to improve practices and procedures. Ideal Qualifications: Undergraduate degree Series 7 preferred 5 + years client service working with high-net-worth individuals at an investment management firm, private bank, or broker/dealer with history of increasing responsibilities. Fundamental knowledge of equity and fixed income markets and alternative asset classes Knowledge of nuances in setting up various account registrations, including documentation required and limitations behind such registrations. Experience with and knowledge of paperwork and workflow associated with custodians such as Charles Schwab and/or Fidelity Investments. Commitment to, and demonstrated history of, providing the best service levels to clients as well as to internal constituents. Salary Range: $75,000- $96,000 The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in a company incentive plan We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. · Competitive Pay · Medical, Dental, and Vision Insurance · Life and Disability Insurance · Health Savings Account with a Company Match · Flexible Spending Accounts including Dependent Care · Wellness Program · Tuition Reimbursement · 24-Hour Employee Assistance Program · Adoption Assistance · Paid Family Care Time · Paid Volunteer days · Gym onsite · Paid Parking · Fully stocked kitchen- lunch provided. · 3/2 Hybrid (subject to change) KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring. KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm's web site at **************

Our client is a fast-growing consumer goods business in Los Angeles. They have experienced rapid success with their products over the past few years and are now looking to add a Senior Finance Analyst to their team to support FP&A alongside the wider Finance and Accounting functions. This job is on-site in Marina Del Rey, California. Job Responsibilities: Analyze & Optimize Revenue - Track pricing, promotions, and trade spend to maximize growth opportunities. Manage Trade Deductions - Investigate and resolve trade spend deductions, collaborating with AR to minimize revenue leakage. Leverage Trade Management Software - Use trade management software to forecast trade spend, track promotions, and enhance financial planning. Deliver Data-Driven Insights - Create reports, dashboards, and financial models to support strategic decision-making. Collaborate with AR & AP - Ensure accurate financial processes, deduction tracking, and reconciliation of trade promotions. Candidate Profile: 3+ years of experience in finance, accounting, or revenue management. Strong analytical skills with expertise in Excel, Power BI, or similar tools. Experience with Trade Promotion Management (TPM) software Familiarity with deduction management, accounts receivable, and trade spend analysis. Ability to translate complex data into clear, actionable insights. Experience in Consumer Packaged Goods (CPG), retail, or food and beverage industries

Westlake Village, CA | Financial Advisor | $200K+ Potential | Ownership Track If you're an experienced financial advisor tired of chasing leads and dreaming of a role where your calendar is full of pre-set , pre-qualified appointments, this is your moment. You're not looking for just another advisory role-you're looking for the last one. The right one. One where your expertise, your drive, and your ability to close are finally rewarded the way they should be. This is that opportunity. Imagine walking into a firm where: Every appointment is booked for you -no cold calling, no hunting, no guesswork. You sit down with ready-to-act prospects-clients who need retirement planning and want your help. You work inside a proven, structured, high-volume financial system that works-because it already is. You focus 100% on what you do best: consult, advise, close. This isn't theory. This is Hoss Financial in Westlake Village. What's in it for you: Full pipeline. Every week. All set for you. AUM, FIA, and insurance strategies that work. Independence from broker-dealers-this is true client-first planning. Commission-based comp with real potential: $200K+ for top closers. Partial business ownership on the table for the right hire. You're a fit if you: Have 4+ years of client-facing advisory experience. Hold (or are ready to get) a Life license and Series 65. Know your way around AUM, annuities, and advanced retirement planning. Thrive in a fast-paced, appointment-rich environment. Want your work to have meaning-and your results to have rewards. Don't miss this. Top closers in this seat don't just earn more-they build something real. If you're ready to stop prospecting and start accelerating your career, apply now. Your next chapter starts here