Finance Consultant Jobs in Eastvale, CA

Kayne Anderson Rudnick Investment, a Registered Investment Advisor based in Los Angeles, is currently searching for an International Research Analyst with a small/mid-cap focus. The International Research Analyst will be a generalist who assesses industry dynamics, identifies competitively advantaged businesses, conducts financial analysis, writes research reports, and make investment recommendations. The candidate should feel comfortable with both growth and value investment styles as well as domestic and international accounting standards. We have a disciplined, long-term-oriented, investment approach, focusing on high-quality businesses. This position will be based in our Los Angeles Office working a hybrid 3/2 schedule which is subject to change. Job Responsibilities: § Perform extensive fundamental research on public companies with a focus on identifying businesses that have a durable competitive advantage. § Understand various business models within an industry and compare and contrast their relative strengths and weaknesses; ability to identify competitive advantages. § Perform financial and valuation analysis. § Prepare research reports as well as written and verbal presentations on research findings. Make portfolio recommendations based on findings. § Develop and maintain knowledge of industry sectors. § Establish and maintain relationships with investor contacts, including Wall Street brokers and analysts, company contacts, and client contacts § Perform other duties as required by management Ideal Qualifications: § Preferably 3+ years of international/emerging market small mid cap research experience. § Knowledge of accounting and financial statements; ability to understand and construct financial models. § Knowledge of industry sectors - the factors which drive cycles, the differentiators within the industry, the various peer groups, and the relative positions of our holdings within their peer groups § Skill in prioritizing and organizing, as the analyst must stay current on individual companies we hold in our portfolio and screen for new ideas which should be vetted. § Skills in writing for company reports and other communication, and an oral presentation for explaining and recommending equities for our portfolios. § Skill with computer-based information systems, including Excel, Bloomberg, and FactSet. § Travel as needed The starting salary range is $135,000.00 to $160,000.00. 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 the annual incentive plan. Benefits at KAR: 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. Hybrid 3/2 (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 ************** 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.

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.

Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultant who is fluent in Mandarin to join their Pasadena, CA team. In this role, you will be forging and deepening relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you will work with established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on. While this role can have some hybrid options depending on the branch location, all candidates MUST live in the Pasadena, CA area. Responsibilities Leads the management of client cases and quarterbacking all tasks to completion Lead prospective client meetings, gather data, deepen relationships, present firm's value offering and close new business Prepare comprehensive financial plans, reports and client presentations Implement financial plans and investment strategies Understand the emotional aspects of finances and counsel clients appropriately The Skills You Need: As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients. Experience with growing and developing a book of business. Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence. Experience with high volume of client appointments. Team player with the ability to collaborate with multiple business partners. Strong sense of integrity, insights, and interpersonal skills. Required Licensing and Experience FINRA Series 7 & 66 or (series 65/63) Fluency in Mandarin required CFP strongly preferred 3-5 years of experience in financial planning Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable). CFP strongly preferred Proficient with eMoney MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

*hybrid - onsite in Irvine 3 days per week* Must-haves - 2-5+ years of experience in investment banking, management consulting, and/or M&A - Bachelor's degree required - Proven strong numerical and analytical skills. - Excellent teamwork and team leadership skills. - Strong communication and interpersonal skills. - Project and time management ability. Plusses - Experience working in a large investment management firm -Experience working with PowerBI, Tableau and data visualization Day-to-Day This individual is expected to have deep industry expertise while providing strategic initiatives with internal stakeholders. They will be responsible for informing strategic product development. This may include evaluating existing products as well as assessing new business development opportunities. This person will also be responsible for building business cases to launch new products and initiatives. Additionally, they will develop long term strategies for business units. They will also be responsible for compiling data, producing presentations, and completing reports/analyses.

🚀 Head of Finance 📍 Los Angeles County, CA 💼 Full-time | On-site My cutting-edge space robotics client is seeking a Head of Finance to drive fundraising efforts and financial strategy. With significant commercial traction and rapidly growing demand, this company is revolutionizing automation in space and beyond. Position Overview This is a high-impact leadership role for a finance professional with a proven track record in securing early-stage funding. The ideal candidate will be responsible for investor relations, financial planning, and capital strategy, ensuring the company is well-positioned for sustained growth. Candidates should have strong analytical skills, the ability to articulate an equity story, and a deep understanding of high-value, complex technology industries such as aerospace, defense, AI, and/or semiconductors. Responsibilities Lead Fundraising Efforts: Initiate and manage discussions with venture capital firms and institutional investors. Develop Financial Strategy: Work closely with the executive team to create and implement financial strategies aligned with company objectives, ensuring strong investor engagement. Investor Relations: Prepare and deliver compelling investment presentations, communicating the company's value proposition and equity story to potential investors. Financial Analysis & Reporting: Conduct financial analysis, forecasting, and reporting to support executive decision-making. Due Diligence & Negotiations: Lead the due diligence process, ensuring transparent communication with investors and negotiating terms during fundraising rounds. Market & Competitive Analysis: Analyze market trends and competitors to inform business strategy and investor conversations. Qualifications 5+ years of experience in finance, fundraising, or investor relations, specifically in leading early-stage funding rounds within a startup. Proven track record of securing funding in deep tech, AI, robotics, semiconductor, space, or other high-value technology sectors. Strong analytical skills with the ability to conduct financial modeling, forecasting, and strategic analysis. Excellent communication and presentation skills, capable of explaining complex financial and technical concepts to investors. Solid understanding of venture capital markets and private equity. Demonstrated ability to work in fast-paced, startup environments. *ITAR Desired Qualifications Established network of VC contacts in the U.S. to facilitate initial meetings and ongoing investor communications. Deep knowledge of the space/defense industries or high-value technology sectors. Strong leadership and project management skills, with the ability to manage cross-functional initiatives and complex processes. Ability to think strategically and work collaboratively with the CEO and executive team to drive growth. 🌟 Ready to lead the financial growth of a cutting-edge space robotics company? Apply now! 🌟 *ITAR: Must be U.S. persons within the meaning of ITAR. ITAR defines a US person as: any individual who is granted U.S. citizenship; or any individual who is granted U.S. permanent residence ("Green Card" holder); or any individual who is granted status as a "protected person" under 8 U.S.C 1324b(a)(3).

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices in California (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA ), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm. Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors: Marketing & Business Development - We generate the leads so that our Advisors don't have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as, Your Money, Your Wealth television, radio, and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals. Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life - We take a deep and PURE dive into planning. Investment Management - Pure's trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc. Operations and Client Services - We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's “to-do” list! Unparalleled Professional Development - Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team. Requirements: Pure's financial planners generally are required to be CERTIFIED FINANCIAL PLANNER™ professionals (CFP ), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA ), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF ) credential to show a commitment to the fiduciary standard. Ability to assess a prospective client's needs and their financial goals. A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management. Effective with communication skills. Ability to deliver comprehensive financial plans to clients. Previous experience teaching classes or presenting is a plus Additional Details: Salaried position + Benefits Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved. Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release. Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy. Interested? We are looking for high-quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies that will adhere to fiduciary standards and act in the best interest of our clients.

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! BML Wealth Management in Irvine, CA is seeking to add a Financial Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, client relationship building and participation in public seminars. Tired of prospecting? Join a firm where the families come to you! NO COLD-CALLING! Minimum Requirements: Bachelor's degree preferred 3-5 years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred This position requires you possess the following skills: Strong relationship-building and communication abilities Expertise in financial planning and strategy development Commitment to following structured processes and ensuring compliance Excellent organizational and time management skills Strong Initiative Proficiency with financial tools and CRM systems Responsibilities: Engage with warm leads provided by our marketing efforts, establishing trust and credibility Conduct financial consultations to assess client needs, goals, and objectives Develop and present customized financial plans, ensuring alignment with client priorities Follow a consistent advising process to ensure compliance, accuracy, and efficiency Maintain ongoing client relationships through regular communication and portfolio reviews Stay updated on financial products, market trends, and regulatory changes Collaborate with internal teams to enhance the overall client experience Compensation: For the first 3-6 months, the salary will be $5k-$10K per month (BOE). After that, it will be W2 commissions + advisory fees Benefits: 401k after 1 year Medical, Dental, Vision - after 90 days PTO Hours: Monday-Friday, 8:30am-5:30pm or 9am - 6pm In office days are Tuesday-Thursday, Monday and Friday are remote Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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.

APPLICANTS MUST LIVE LOCALLY IN ORANGE COUNTY, CA. IF YOU APPLY FROM OUTSIDE THE AREA, UNFORTUNATELY YOU CANNOT BE CONSIDERED. EVERYONE WOULD BENEFIT FROM KNOWING MORE ABOUT WHAT TO EXPECT WHEN SUBMITTING RESUMES. WE APOLOGIZE THAT YOU CAN'T BE CONSIDERED FOR THIS ROLE BUT DO SINCERELY WISH YOU LUCK AND SUCCESS IN YOUR SEARCH. Principal Financial Analyst Work for a company that cares about people: cares about how employees are connected to the company as well as the community and how they can play a valuable role in impacting both. Established, profitable, growing and forward thinking multi billion dollar consumer focused company. Conducts business throughout the world and is experiencing hyper growth both organically and through acquisition. Currently looking for a highly experienced senior financial planning analyst to strategically enhance the finance department and work closely with the Director of Financial Planning and Analysis. Working directly with internal customers, business leaders and the Executive Team, the Principal Financial Analyst will work on the full P&L and add measurable value to the company. He or she will cover a broad range of duties supporting operations and finance. Will assist in driving the performance of the company in a broad range of operational and strategic areas. Responsibilities include: As a business partner, the candidate will provide decision support, leadership, forward looking insight and visibility of performance metrics. The successful candidate will be accountable for the following key duties and responsibilities: · Lead the strategic planning process, annual budgeting and drive forecasts that identify variances to plan along with risks and opportunities. · Deliver on-going reporting, analytics and insight on metrics to benchmark progress against targets and strategies. · Drive meaningful action to optimize results by providing visibility to performance versus expectations. · Analyze data to derive insights into strategies and trends by leveraging both quantitative and qualitative analysis. · Maintain a strong control environment while helping the company to be nimble and efficient in decision making. · Partner within the team and business to analyze performance and deliver results in excess of expectations. · Enhance finance processes and challenge existing assumptions. · Create what-if business scenarios to analyze potential outcomes from strategic analysis. · Develop tools that can be used to respond to key questions and changes. More: The company is looking for someone who has the ability to be promoted and take on new or additional responsibilities. Performers who have regularly exceeded their current employers expectations are encouraged to apply and are regularly rewarded through promotion from within. Requirements: · Bachelor's degree in Accounting or Finance; MBA a plus. · 5-10 years of progressive financial experience in a corporate environment with previous work leading an operating company's financial analysis, budgeting and forecasting. · Previous financial planning/analysis and financial modeling skills required; use of state of the art Business Intelligence tools such as Tableau or PowerBI a plus. · Strong initiative required to solve problems in a team oriented environment. · Broad knowledge of business case analysis, KPI's, dashboard reporting and revenue/expense/capital analysis. · Excellent written and verbal skills required · Strong interpersonal skills required · Proven ability to provide strategic direction for business units · Advanced expertise with MS Excel required. Thank you for your interest!

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Royal Business Bank located Los Angeles, CA. For more information, and to apply online, please scroll down. MANDARIN SPEAKING PREFERED Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Education and Training Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

***Must be based within a 25 mile radius of 92879 for consideration*** A Career with a Purpose You'll have the unique opportunity to create your own destiny and make a lasting impact on the lives of your clients and community. Northwestern Mutual Los Angeles offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. Your goal is to discover each client's needs and goals and help map a path to meet them. You will: · Decide how to build your business by choosing your clients and the markets you want to pursue · Build your business to the level of success to which you aspire · Have an opportunity to achieve financial independence with a rewarding career that can offer flexibility for family, friends and leisure-time activities Northwestern Mutual will provide consulting resources to help you discover and build your markets to develop a successful practice as an advisor including: · Developing your business plan and marketing plan · Extensive training and business coaching from certified trainers · Access to knowledgeable groups of advisors and specialists At Northwestern Mutual, we're committed to mutual success. You'll find people with varied experiences and perspectives in an environment that emphasizes teamwork and collaboration. For us, diversity means valuing and respecting differences so that we bring out the best in each other. You can be yourself while building your career here. We are looking for individuals within different backgrounds and work experience, including but not limited to sales, military veterans and community influencers. Benefits Program: While you help provide financial security to your clients, Northwestern Mutual is committed to offering a comprehensive benefit program; benefits include: · Comprehensive Medical Coverage · Retirement · Flex Programs · Maternity Leave · Group Life and Accidental Death Benefit · Disability Income Insurance Want to work in a fast-paced, highly productive, value-driven environment? Apply now to learn more.

The Sr Manager FP&A Manager will play a key role in the controlling team, managing key financial processes across budgeting, forecasting, reporting, and financial analysis. This person will lead a team of two and will be responsible for financial planning, process improvement, and supporting senior management in strategic decision-making. The position involves collaborating with cross-functional teams to ensure accurate financial reporting and implementing best practices in financial analysis and modeling. Key Responsibilities: Financial Planning & Budgeting: Lead the annual budgeting process, collaborating with department heads. Develop financial models and analyze variances between actual and budgeted performance. Prepare forecasts and financial projections to support strategic decision-making. Financial Reporting: Prepare and present financial reports for senior management and stakeholders. Ensure compliance with accounting standards and regulatory requirements. Business Partnering: Build strong relationships with cross-functional teams and key stakeholders. Provide actionable financial insights to support commercial functions (sales, marketing, product management). Develop financial acumen for non-financial stakeholders through training and coaching. Process Improvement: Continuously evaluate and enhance financial planning and reporting processes. Identify opportunities for cost savings or revenue enhancement through process optimization. Team Leadership: Manage and provide guidance to a team of 2 staff members. Conduct performance evaluations and foster professional development within the team. Key Skills and Experience: Education: Master's degree in Finance, Accounting, Business Administration, or a related field; CPA preferred. Experience: 8-10 years in finance or commercial finance roles, with 5+ years in leadership or management capacity. Proven experience in financial analysis, business partnering, and leading budgeting/forecasting processes. Experience with ERP systems (SAP preferred). Expertise in financial modeling, forecasting, and profitability analysis. Skills: Strong business acumen with the ability to provide actionable financial insights. Excellent leadership, communication, and presentation skills. Ability to manage competing priorities in a fast-paced environment.

Job Summary: As a Financial Consultant at our credit union, you will play a pivotal role in empowering our members to achieve their financial aspirations. You will provide personalized financial advice and solutions that align with their unique financial situations and long-term goals. Compensation: Forgivable draw of $66K + competitive commission Key Responsibilities: Financial Planning and Analysis: Conduct thorough analysis of members' financial status, risk tolerance, and life stages to offer tailored non-deposit investment solutions. Regularly review and adjust plans to align with changing goals and circumstances. Client Engagement: Maintain proactive and responsive communication with both current and prospective clients, ensuring they feel valued and well-informed. Schedule and conduct annual reviews to assess client needs and adjust financial plans accordingly. Collaboration and Referral Management: Work closely with credit union colleagues to receive and provide referrals, ensuring a seamless client experience and integrated financial solutions. Keep referrers updated on client progress. Educational Initiatives: Design and deliver financial education seminars to enhance members' financial literacy and engagement with the credit union's services. Documentation and Compliance: Ensure meticulous completion of all necessary paperwork and reports according to regulatory and company standards. Maintain compliance with all financial and ethical regulations. Additional Duties: Support overall team and credit union goals through effective teamwork and cross-functional collaboration. Promote and refer members to other credit union products and services that fit their needs. Uphold the highest ethical standards, actively fostering a culture of integrity and accountability within the organization. Required Education and Experience: Bachelor's degree or equivalent educational qualification. 2-4 years of experience in financial consulting or a similar role. Demonstrated success in financial planning and client management. Preferred Qualifications: Certified Financial Planner (CFP) or other advanced financial certifications. Extensive knowledge of financial markets and alternative investment products. Proven track record in a similar role prior to joining the credit union. Licenses and Certifications: FINRA Series 7 and Series 66 (or Series 63 & 65) licenses. California Life Insurance Agent license. Skills: Exceptional communication and interpersonal skills. Strong analytical abilities and proficiency in financial software. Join our team and contribute to a thriving community where we put our members' financial well-being at the forefront. At our credit union, we are committed to your professional growth and personal development in an inclusive and supportive environment. Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

David Taussig & Associates, Inc. (“DTA”) currently has an available open Associate position with our PACE Team working in a hybrid environment and reporting to management in our Irvine office. This position is ideal for a finance professional with two to three years of experience and an interest in public finance who has a desire to develop a long-lasting, rewarding career with an industry leader. Candidate must reside in Orange County. Responsibilities will increase and include other tasks as the candidate gains experience in the position. About DTA DTA is a public finance and urban economics consulting firm with its corporate offices in Irvine, California, Dallas, Texas, Raleigh, North Carolina, and Tampa, Florida. We specialize in municipal infrastructure, public services finance, and land development economics. DTA provides consulting services to both public and private sector clients throughout California and fifteen (15) other states, including clients in Arizona, Colorado, Florida, Hawaii, Idaho, Illinois, Missouri, Montana, Nevada, New Mexico, North Carolina, South Carolina, Texas, Utah, and Washington. Notably, DTA has been a pioneer in the implementation of new municipal finance techniques to fund public infrastructure and municipal services on behalf of both municipalities and real estate developers. We have been recognized as an innovator in the use of analytical methods and modeling approaches that are now considered state of the art within the industry. More information on DTA can be found on our website at ******************* Duties and Responsibilities Conduct data research and analysis and support senior staff in the implementation of projects related to municipal finance district formation and administration. These projects include: · The annual administration and management of property tax levies; · Other research tasks, as necessary, for specific projects. · The work to be assigned to the selected applicant will include the following: · Perform data research and entry; · Conduct field research; · Prepare spreadsheet models; · Develop data/tables into comprehensive reports; · Evaluate data for trends and communicate results; · Communicate with clients both verbally and through written correspondence; · Respond to property owner phone calls; and · Conducts other duties as assigned. The work to be assigned to the selected applicant will include the following: Perform data research and entry; Update spreadsheets; Prepare and enter data/tables into comprehensive reports; Respond to property owner phone calls; and Conducts other duties as assigned. Required Skills · Bachelor's degree with a minimum of a 3.3 GPA. · Two - three years of experience in financial or economic analyses or urban planning (preferable, but not required). · Strong academic performance with an emphasis in economics, mathematics, finance, business, urban planning, statistics, or another quantitative field. · Strong analytical and statistical analysis capabilities, including attention to detail. · Advanced computer skills, including Word and Excel. Database application experience is a plus. · Excellent communication skills, both written and verbal. · Ability to quickly grasp new concepts. · Ability to meet project commitments under tight deadlines in a fast-paced, demanding environment. Please provide a resume, cover letter, and writing sample to *******************. A skills assessment may be requested. DTA is an Equal Employment Opportunity Employer. No relocation subsidies or visa sponsorship will be offered.

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.

Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.6 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

****PERMANENT RESIDENTS/US CITIZENS ONLY**** ***CALIFORNIA APPLICANTS ONLY*** Eagle Strategies LLC, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser based in Newport Beach, CA. We offer a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. Our Advisors can also provide risk protection products such as life insurance, long-term care insurance, and annuities. We believe in creating tailored financial strategies to help clients achieve their unique financial goals. Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359 Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.4 About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of people protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

We are seeking a Financial Analyst to work onsite in Irvine on a project for our client. The position is 6 months in duration and could be extended. Responsibilities: - Develops/initiates and delivers moderate to complex strategic financial analysis to support business operations and decisions Analyzes financial and business information and key drivers at a business unit or functional level to assess business issues, draw conclusions and provide recommendations for determining courses of action. - Develops, delivers and assesses the fiscal year plan and forecasts for a business unit or function as well as multi-year financial projects - Supports the annual budgeting process with analysis, reporting, and financial modeling - Develops and delivers moderate to complex business management reports and key financial metrics, including recurring financial analysis - Performs ad hoc financial analysis Skills: - Able to critically analyze situations and solve problems effectively. - Well organized with a proven ability of successfully juggling multiple tasks and a strong track record of meeting deadlines. - Demonstrates analytical skills in areas of high complexity and ambiguity. - Experience in analyzing complex financial reports. - General knowledge of mutual funds or experience in the investment management industry is preferred. - Strong communication skills and ability to effectively partner with the global finance team. Qualifications: - Requires a minimum of 2-4 years of experience in accounting, finance, or a related function. - Requires a Bachelor's degree in Accounting, Business Administration, Finance, or a related degree. - MBA is preferred but not required. - Strong written and verbal communication skills; strong presentation skills. - Strong computer skills, especially in Microsoft Excel (Pivot tables, V-Lookups, etc) and experience with an enterprise accounting system (such as SAP). - Exceptional analytical skills and the ability to understand the impact of operations on financial results Desired Skills and Experience Requires a minimum of 2-4 years of experience in accounting, finance, or a related function. - Requires a Bachelor's degree in Accounting, Business Administration, Finance, or a related degree. - MBA is preferred but not required. - Strong written and verbal communication skills; strong presentation skills. - Strong computer skills, especially in Microsoft Excel (Pivot tables, V-Lookups, etc) and experience with an enterprise accounting system (such as SAP). - Exceptional analytical skills and the ability to understand the impact of operations on financial results All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

At 49 Financial, we're passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with nine offices spanning coast to coast, we implement our motto, “Two are Better than One,” in everything we do. We operate through a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience and development. We work closely with our clients, helping them navigate the expected and unexpected in life, and offer solutions and strategies that simplify financial complexities so they can focus on what matters most to them. At 49 Financial, you will have the ability to flex your creativity in building your practice and providing unparalleled care and service for your clients. Through our training, mentorship, and leadership development programs, we accelerate your learning experience so you're equipped to create a substantial impact. Overview We are seeking motivated and ambitious college graduates to join our team as Financial Advisors with a primary focus on client acquisition. In this role, you will build your book of business by identifying, attracting, and onboarding new clients as a part of our financial planning team. You will be the face of 49 Financial, growing your client base through networking, relationship building, and delivering compelling financial solutions. Candidates should possess leadership experience and a desire to be in a client-facing role. Key Responsibilities Client Acquisition: Identify and pursue new business opportunities through networking, referrals, and personal market development. Build and maintain a robust pipeline of potential clients. Sales Presentations: Conduct meetings and presentations to prospective clients, clearly communicating the value of our financial strategies and services. Relationship Building: Establish and nurture strong relationships with clients, understanding their financial goals and offering solutions that meet their needs. Lead Generation: Actively seek out and develop new leads through various channels, personal networking, industry events, and community involvement. Client Onboarding: Guide new clients through the onboarding process, ensuring a smooth and positive experience from the first interaction. Collaborative Teamwork: Work closely with our financial planning and portfolio management teams to ensure that the solutions offered align with clients' financial objectives. Knowledge: Build understanding of financial concepts and offerings, financial planning frameworks, and financial markets, tax planning, and regulatory guidelines. Qualifications Bachelor's degree in Business, Finance, Marketing, or a related field. Strong interest in sales, client acquisition, and financial services. Excellent communication and interpersonal skills. A proactive and self-motivated approach to business development. Strong desire to educate and guide people through finances. Eagerness to learn and grow in a fast-paced environment. Strong organizational skills and attention to detail. Proficiency in Microsoft Office Suite.