Financial Planning Analyst (FPA)
Finance Analyst Job 27 miles from Downey
Financial Planning and Analysis Analyst
Compensation: $110,000-150,000 base + up to 15% bonus | Unlimited PTO | Outstanding Benefits
A high-growth company in the financial services sector is seeking a Financial Planning and Analysis professional to join their tedam. This role is instrumental in supporting financial performance, budgeting, forecasting, and business planning. Working closely with Accounting, Capital Markets, and executive leadership, the FP&A professional will provide insightful financial analysis, assess key performance indicators (KPIs), and help drive efficiency and productivity across the organization.
Key Responsibilities
Strategic Planning & Financial Analysis:
Assist in the development and execution of financial planning, budgeting, and forecasting processes.
Provide forward-looking financial insights and recommendations.
Support strategic initiatives, capital allocation, and investment projects to maximize value creation.
Collaborate with Capital Markets and Accounting teams to ensure financial alignment across the organization.
Financial Analysis & Performance Management:
Develop and monitor key performance indicators (KPIs) to track financial and operational success.
Analyze business trends, market dynamics, and internal data to identify opportunities for growth and efficiency.
Conduct scenario analysis, risk assessment, and financial modeling to support decision-making.
Assist in driving productivity and cost-efficiency initiatives across departments.
Budgeting, Forecasting & Reporting:
Support the preparation and management of annual budgets, long-term financial plans, and rolling forecasts.
Present financial reports, insights, and recommendations to leadership.
Ensure accuracy, consistency, and transparency in financial reporting.
Assist in implementing best practices and automation tools to enhance FP&A processes.
Cross-Functional Collaboration:
Partner with Accounting to ensure financial integrity, compliance, and alignment in reporting.
Work closely with Capital Markets on debt financing, liquidity planning, and investment strategies.
Act as a financial advisor to business unit leaders to drive operational and financial excellence.
Competencies & Skills
Strong knowledge of financial modeling, forecasting, and business analytics.
Experience working in partnership with Accounting and Capital Markets teams.
Understanding of financial statements, GAAP principles, and investment analysis.
Exceptional analytical, strategic thinking, and problem-solving skills.
Excellent communication and presentation abilities, with experience engaging leadership.
Strong ability to manage competing priorities and drive results under tight deadlines.
Familiarity with ERP systems, business intelligence tools, and financial planning software.
Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
Ability to work independently, prioritize tasks, and remain highly productive in a fast-paced environment.
Detail-oriented with a proactive approach to problem-solving and decision-making.
Strong team player with the ability to work effectively in a cooperative and diverse environment.
Education & Experience
Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).
5+ years of experience in FP&A, corporate finance, or a related field.
Senior Medical Economics Analyst-High Growth Healthcare Company-Excellent Culture & Internal Career Growth!
Finance Analyst Job 17 miles from Downey
Excellent healthcare company experiencing impressive growth is looking for a sharp Senior Healthcare Analytics Analyst. This role involves a mix of advanced analytics, financial modeling, and collaboration with various teams within the healthcare sector.
The Senior Analyst is expected to work with healthcare data, including claims, capitation, and drug-related costs, to assess cost of care and profitability while identifying areas for operational improvements. They will also support senior leadership with data-driven insights to enhance business decisions.
**Hybrid 2 days/week in office**
**$110-$120k in base salary + sign-on bonus**
Key Responsibilities Include:
Analyzing healthcare costs and trends, especially for at-risk populations and different types of payment models (e.g., capitation, FFS contracts).
Collaborating with multiple teams to build financial models and assess ROI.
Developing financial and operational strategies to improve efficiency using tools like SQL, Power BI, and advanced Excel.
Assisting with data migration, transformation, and reconciliation efforts for reporting and quality control.
Preferred Qualifications Include:
Education: Master's Degree in Data Science, Finance, Public Health, Business Administration
Experience: Four (4) plus years' work experience within the Health Care Industry, preferably managed care and specialty group practice management.
Previous experience in some or all of the following: physician billing, capitation, risk adjustment, payor contracts, CPT coding, and Medicare Relative Value Units.
Computer Skills: Advanced Excel proficiency Advanced SQL (SSMS) proficiency Advanced proficiency in data visualization tools such as Power BI, Tableau
Investment Banking Associate - Industrials
Finance Analyst Job 17 miles from Downey
Title: Investment Banking Associate - Industrials
Company Summary: We are currently partnered with a Middle Market Investment Bank that provides financial strategy, consulting, and M&A services to mid-market private shareholders. They are looking to add an Investment Banking Associate to their Industrials team sitting out of either Los Angeles, CA or Charlotte, NC. This opportunity provides extensive resources to assist in your success and gain extensive M&A experience within this firm's active Industrials team.
Responsibilities:
Managing deal execution, run projects and help manage a lean deal team
Overseeing due diligence processes and materials
Working closely with Managing Directors to execute on M&A deals
Qualifications:
2+ years of Investment Banking experience
A background in the Industrials sector
M&A and Capital Markets deal experience
MBA or Bachelors in Finance, Economics, Business or related fields
If you are interested in the Investment Banking Associate role, then please don't wait to apply.
Investment Sales Analyst + Jr. Broker | Investment Property Group
Finance Analyst Job 21 miles from Downey
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.
Financial Business Analyst
Finance Analyst Job 21 miles from Downey
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.
Commercial Investment Advisor
Finance Analyst Job 16 miles from Downey
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.
Petroleum Company Hiring a Financial Controller
Finance Analyst Job 18 miles from Downey
We are seeking an experienced and highly motivated Financial Controller to join our team at Enpramex Company USA. This is a full-time on-site position located in Los Angeles, Beverly Hills. The controller will be responsible for overseeing financial activities, preparing budgets, monitoring cash flow, financial reporting, and developing strategies to enhance financial performance. You will play a key role in ensuring the integrity of our financial operations and will collaborate with senior management to optimize business outcomes.
Responsibilities
Oversee and manage all finance and accounting operations including billing cost accounting and inventory accounting.
Prepare and publish timely accurate monthly financial statements.
Lead the month end and year end close processes to ensure the accuracy and completeness of financial records.
Ensure quality control over financial transactions and financial reporting processes.
Conduct financial analyses to identify trends, risks and opportunities for financial optimization.
Develop and implement financial strategies to enhance profitability and operational efficiency.
manage and mentor the accounting team to maintain high performance and accuracy in financial reporting.
Collaborate with senior leadership to support budget forecasting and long-term financial planning.
Provide guidance on compliance with accounting principles policies and regulatory requirements.
Perform additional control duties as required to support the company's financial objectives.
Qualifications
Bachelors or masters degrees in accounting, finance or related field.
5+ years of combined experience in accounting and finance with a proven track record in financial reporting.
Strong understanding of finance and accounting principles, with hands-on experience in preparing financial statements.
Advanced analytical skills, with the ability to interpret complex financial data.
Experience with corporate accounting, budgeting and forecasting.
CPA or other related certifications are highly preferred.
Excellent written and verbal communication skills, with the ability to explain complex financial concepts to non financial stakeholders.
The ability to thrive in a fast paced dynamic environment while maintaining high standards of accuracy and meeting deadlines.
Job-Type
Full-time
Monday to Friday
On-site
Benefits
Health Insurance Coverage
Dental insurance Coverage
Vision insurance Coverage
Assistant Controller
Finance Analyst Job 17 miles from Downey
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.
Financial Analyst
Finance Analyst Job 17 miles from Downey
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!
Financial Valuation Manager
Finance Analyst Job 17 miles from Downey
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.
Financial Analyst (631324)
Finance Analyst Job 16 miles from Downey
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.
Financial Analyst
Finance Analyst Job 17 miles from Downey
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
Financial Analyst
Finance Analyst Job 27 miles from Downey
The Financial Analyst - Adventure Sports is responsible for delivering platform finance support for P&L planning, forecasting, consolidations, variance reporting and SG&A management.
This position reports to the Director, Financial Planning & Analysis, Adventure Sports, and is based out of our Irvine office.
As the Financial Analyst, you will have an opportunity to:
Financial Planning: Help to coordinate the multi-year planning process across Fox, Bell, Giro, CamelBak and QuietKat. You will contribute to the development of the three-year financial plan by supporting the leadership team with reporting and consolidation of plans across the platform.
Forecasting: Partner with Demand Planning, Sales and Product Development to create and validate rolling revenue forecasts for Fox, Bell, Giro, CamelBak and QuietKat. Identify trends, risks and opportunities through each milestone gate and present out to the executive team.
Performance Metrics: Report and monitor KPIs across all categories, regions and channels, highlighting and investigating opportunities for profitability management.
Build and relay timely and accurate expense models and forecasts enabling management to make appropriate business adjustments as needed.
Cross Functional Collaboration: Work closely with all functional teams across the Adventure Sports platform to ensure financial alignment and accurate reporting.
Transformation & Integration: Lead reporting harmonization across multiple brands.
You have:
A Bachelor's Degree in Finance, Accounting or related field with 3+ years' experience in FP&A
Advanced Microsoft Excel & PowerPoint skills
Highest standards of accuracy and precision; highly organized
Articulate with excellent verbal and written communication skills
Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity
Excellent analytical skills, experience managing large data quantities from multiple sources
Ability to think and act strategically and develop operation and strategic plans
Comprehensive business understanding of processes and structure
Ability to operate cross-functionally with strong understanding of external business drivers
You might have:
Experience with SAP preferred
Financial Advisor / Sales Opportunity
Finance Analyst Job 33 miles from Downey
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)
Clinical Contracts Analyst
Finance Analyst Job 27 miles from Downey
Irvine, CA
15+ Months Contract
The main function of a clinical contracts analyst is to initiate, draft, redline, and negotiate 3rd party complex contracts based on full knowledge of financial, regulatory and clinical requirements.
Key Responsibilities:
• Collaborate with key stakeholders to provide guidance on contracts terms and conditions. Identify risks and key stakeholders to the company
• Develop, assess and improve processes for tracking and reporting business unit payment and compensation information to meet all applicable regulations and processes
• May track business unit and payment milestones against contract terms. Resolve payment queries and confirm contract compliance
• Track business unit and payment milestones against contract terms. Resolve payment queries and confirm contract compliance
• Analyze need for contract amendments or renewals and make recommendations, and/or negotiate changes, to terms and conditions
Additional Skills:
• Proven expertise in Microsoft Office Suite, including PowerPoint, Excel, and Word and ability to operate general office machinery
• Excellent written and verbal communication skills including negotiating and relationship management skills with ability to drive achievement of objectives
• Demonstrated problem-solving and critical thinking skills
• Full knowledge and understanding of Client policies, procedures and guidelines relevant to contract negotiation and administration
• Full knowledge of medical terminology and healthcare regulations (e.g. HIPAA and Sunshine Act)
• Advanced proficiency in Microsoft Office Suite, including Project, PowerPoint, Excel, and Word
• Excellent written and verbal communications skills
• Advanced problem-solving skills
• Ability to manage confidential information with discretion
• Strict attention to detail
• Ability to interact professionally with all organizational levels
• Ability to manage competing priorities in a fast paced environment
• Must be able to work in a team environment, including inter-departmental teams and key contact representing the organization on contracts or projects
Education and Experience:
• Bachelor's Degree or equivalent in related field
• 2-4 years of experience required
Financial Analyst
Finance Analyst Job 14 miles from Downey
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
Sr. Financial Analyst x 95K - 110K + bonus x NoHo / flex
Finance Analyst Job 17 miles from Downey
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!
Senior Financial Analyst
Finance Analyst Job 27 miles from Downey
The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.
Job Responsibilities:
Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.
Present oral and written reports on general economic trends, individual corporations and entire industries.
Skills:
Oracle JDE ERP System, OneStream, BPC.
Excel mid-level proficiency (e.g. VLOOKUP, INDEX/MATCH, PIVOT TABLES, CAGR, IRR, NPV)
Knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
Building and maintaining financial dashboards, building and maintaining recurring presentations, leveraging technical skills to improve efficiency of routine processes
Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.
Education/Experience:
Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
5-7 years financial and/or accounting experience required.
Senior CMBS Investment Analyst
Finance Analyst Job 17 miles from Downey
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.
Financial Planning Intern
Finance Analyst Job 27 miles from Downey
Financial Planning Interns at Northwestern Mutual Orange County-are a part of a top program ranked “One of America's Top Ten Internships.” Our internship program trains in the areas of financial analysis, entrepreneurship, sales, business development, marketing, and communication.
Our College Financial Representatives help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off!
Our internship program mimics our full-time Financial Representative role, allowing you to:
Build your client base through prospecting and networking
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to planning software platforms
Get licensed with your Life, Accident, and Health insurance license
Participate in weekly coaching, training, and development meetings
As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation.
Are you a fit for this internship?
Full-time student; junior and senior standing
Entrepreneurial and curiosity for sales
Highly involved on campus (leader, campus orgs, student government, etc.)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy
***All majors encouraged to apply.
Compensation & Benefits
Commissions
Activity Stipends
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)