Investment Analyst
Finance Analyst job 30 miles from Murrieta
Endeavor (************ CRE.com) is a commercial real estate and PropTech talent agency providing high touch recruitment services throughout major US cities. Endeavor has partnered with a well-capitalized, growing commercial real estate private equity firm with a growing commercial real estate debt platform. The firm is looking to hire an investment analyst to join their team.
The ideal candidate is a savvy problem solver who thrives in a fast-paced, challenging environment and consistently exceeds expectations. Regular communication with internal and external decision-makers will be expected in this role, offering exposure to industry leaders in the real estate investment community.
Responsibilities
Lead the analysis and underwriting of new equity & debt investments;
Gather, analyze, and interpret real estate market data/trends and financial information;
Coordinate the due diligence process including managing third-party service providers such as appraisers, engineers, consultants, etc., and conduct critical review and analysis of all third-party reports;
Prepare and present final due diligence findings to Investment Committee;
Conduct comprehensive site inspections, including sale and rent comparable properties;
Assist in the proactive monitoring and management of a portfolio of debt investments across all property types (office, industrial, hotel, retail, & residential) and securitized products
Review and analyze business plans, leasing activity, lease approvals, draws and monthly property operating performance
Liaison with borrowers and leading members of the Asset Management Team to review business plan execution and ensure debt covenants are met
Generate reporting materials to monitor the performance of investments at the asset level
Perform credit analysis of potential sponsors
What it takes to succeed
Experience with property underwriting and advanced financial modeling
2-3 years of experience with a commercial real estate investment platform
Strong written and verbal communication skills
Highly proficient in Microsoft Excel, PowerPoint and ARGUS
Attention to detail with superior organizational skills
Proven ability to multitask and quickly understand new concepts
Desire to work as part of a small, highly entrepreneurial team
Ability to read and analyze loan documents, lease and management agreements
Ability to grasp new concepts quickly and work with limited direct guidance
Bid/Program/Compliance Controller
Finance Analyst job 30 miles from Murrieta
Thales people architect solutions that enable two-thirds of planes to take off and land safely. We create in-flight entertainment systems that engross 50 million fliers every year and we develop the avionics that control the world's largest commercial aircrafts. Our simulators train the next generation of pilots for fighter jets, transporters and search and rescue helicopters. And, together, each and every member of our aerospace team makes a difference.
When you rely on airlines to connect you in flight, you rely on Thales. In an increasingly fast paced world, we make the unpredictable, predictable by connecting and entertain passengers to make your life better. Combining a diversity of talents, we master the decisive moments that matter to passengers and airlines. Whatever it takes.
Bid/Program and Compliance Controller
Orlando, FL
Position Summary
Thales is looking for a Bid/Program and Compliance Controller, who plays a critical role in ensuring financial control and compliance throughout the lifecycle of bids and programs.
In this position, this includes leading financial analysis for new bids, tracking program performance against budget, supporting risk management, and ensuring compliance with internal policies, customer requirements, and relevant regulations. Be actively involved in all compliance related topics such as ICQ/ICMA/YAL and other ad-hoc requirements as and when required.
Key Areas of Responsibility
Develop P&L and cash flow forecasts in the development of prices for commercial bids and proposals for the APAC region. Ensure proposals are aligned with financial objectives set by corporate mandates. Act as financial advisor to the bid management and sales departments in support of customer sales campaigns. Provide financial support to internal company reviews and if necessary onsite support to negotiation teams.
Develop and update business plans for new products and services. Work with cross-functional teams to create financial models and projections to accurately assess the financial impact of investments. Perform scenario and sensitivity analysis to determine key business drivers and analyse results using discounted cash flow analysis. Synthesize results into executive presentations for communication with senior leadership.
Validate the bid's financial components for all Gate reviews related to the APC. Ensure Gate deck is in line with the validated Bid Financials. Identify and raise issues with the Bid Management and or the Regional Finance leaders to be resolved before the next Gate/milestone. Review draft contract financial terms and conditions. Identify for Gate 3 review all of the items that have discrepancies as compared with the Gate 2 mandate and analyse the impact and report accordingly.
Collaborate with the relevant person of the Project Finance and Programs Department to ensure proper transition from the bids through to project delivery. Provide timely updates on Bid status to Finance Management. Manage program Financials allocated that includes updating the program ETC with the support of program managers and finalizing the EAC.
Coordinate with Program Managers and provide Financial inputs for Internal Program Reviews which includes Risks and Opportunities and ensure all program financials are consistent with all internal policies & procedures.
Performing the full audit cycle related to ICQ/ICMA/YAL audits which includes risk management and control management over operations' effectiveness, financial reliability and compliance with all applicable directives and regulations. Ensure timely reporting and monitoring of Sales/margin. In partnership with Regional Sales Management. Report order intake monthly. Support the Finance Department in any other ad hoc requirements.
Minimum Qualifications
Bachelor's degree with minimum 5 years accounting or finance related experience or Master's degree experience with 2 years accounting or finance experience.
Financial analysis and financial modeling experience.
Strong computer skills (Microsoft Office), including advanced Microsoft Excel and Access knowledge and experience.
Ability to handle multiple bids and adapt to changing priorities.
Ability to work independently with minimal direction and to assume a lead role within specific areas of responsibility.
Uses initiative in carrying out recurring assignments independently without specific instruction but receives additional specific instructions from Team Leader for new, difficult, or special projects/assignment.
Special Position Requirements
Schedule: Core Business Hours; 9 a.m. - 5 p.m.; Hybrid work schedule; Tuesday, Wednesday and Thursday in office; Working hours will need to align at least partially with the APAC region.
Physical Environment: General office environment.
Travel: This position may require domestic and/or international travel > 10%
If you're excited about working with Thales, but not meeting the requirements for this position, we encourage you to join our Talent Community!
What We Offer
Thales provides an extensive benefits program for all full-time employees working 30 or more hours per week and their eligible dependents, including the following:
Elective Health and Dental plans.
Retirement Savings Plan with a company contribution and a match, and without vesting period.
Company paid holidays, vacation days, and paid sick leave.
Company provided Life Insurance.
Why Join Us?
Say HI and learn more about working at Thales click here.
#LI-Hybrid
#LI-MR1
#LI-Onsite
This position will require successfully completing a post-offer background check. Qualified candidates with [a] criminal history will be considered and are not automatically disqualified, consistent with federal law, state law, and local ordinances.
Thales champions inclusion and we believe diversity strengthens the fabric of our culture. Thales is an Equal Opportunity Employer, including disability/veterans.
If you need an accommodation or assistance in order to apply for a position with Thales, please contact us at ************************************.
The reference Total Target Compensation(TTC) market range for this position, inclusive of annual base salary and the variable compensation target, is between
This reflects how companies in a similar industry and geographic region generally pay for similar jobs. This range helps the Company make pay decisions as one data point among many. Where a position falls within this range is also dependent on other factors including - but not limited to - the employee's career path history, competencies, skills and performance, as well as the company's annual salary budget, the customer's program requirements, and the company's internal equity. Thales may offer additional benefits and other compensation, depending on circumstances not related to an applicant's status protected by local, state, or federal law.
(For Internal candidate, if you need more information, please reach out to your HR Shared Service, 1st Point)
Thales provides an extensive benefits program for all full-time employees working 30 or more hours per week and their eligible dependents, including the following:
•Elective Health, Dental, Vision, FSA/HSA, Voluntary Life and AD&D, Whole Group Life w/LTC, Critical Illness, Hospital Indemnity, Accident Insurance, Legal Plan, Identity Theft, and Pet Insurance
•Retirement Savings Plan after 30 days of employment with a company contribution and a match, and with no vesting period
•Company paid holidays and Paid Time Off
•Company provided Life Insurance, AD&D, Disability, Employee Assistance Plan, and Well-being Program
Contract Analyst
Finance Analyst job 43 miles from Murrieta
Job Title: Service Contract Administrator
Duration: 6+ Months
Job Type: Contract (Through the end of the year, potential extensions. This is 30 hours a week job.)
Top 3 Required Skills
Service contract processing and administration
Communication and customer engagement
ERP/CRM system usage and data entry
Must-Have:
Experience with service agreement processing
Strong organizational and documentation skills
Effective communication (verbal and written)
Ability to meet deadlines and manage workload independently
Basic knowledge of ERP and CRM systems
Key Responsibilities and Duties
Process and manage all annual service contracts including invoicing, purchase order matching, and ERP entry
Maintain organized records of contracts, invoices, and supporting documentation
Ensure timely monthly invoicing to support revenue goals
Communicate with customers to facilitate contract renewals and resolve service-related inquiries
Use CRM tools to update work orders and customer data accurately
Coordinate with sales and service teams to collect purchase orders and identify upsell opportunities
Invoice customers for billable service calls and renewals
Ensure compliance with company policies and contract standards
Requirements:
Work Hours: Ability to work a consistent 30-hour schedule between 6 AM and 6 PM
Education/Experience: High School Diploma or equivalent with 2+ years of relevant experience
Communication: Excellent written and verbal communication skills
Financial Analyst
Finance Analyst job 37 miles from Murrieta
We're Hiring! Join [Intellectt Inc]
[ Financial Analyst ]
💼 Employment Type: [Contract]
At Intellectt, we believe in hiring the best talent and providing them with opportunities to thrive. If you're a [mention key qualities, e.g., "results-driven, innovative, and passionate professional"], we want to hear from you!
What You'll Do:
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,y and future trends in investment risks.
What We're Looking For:
2-4 years of experience in financial analysis or accounting, with strong skills in Excel, PowerPoint, financial forecasting, and reporting.
Experience with GAAP, financial data interpretation, and investment metrics like price, yield, and risk trends is preferred
📩 How to Apply:
If you're ready to take the next step in your career, apply today! Drop your resume at [******************] or ************ us for more details.
🔁 Know someone perfect for this role? Tag them in the comments!
#Hiring #JobOpening #Careers #JoinUs #Recruitment
Senior Financial Analyst
Finance Analyst job 30 miles from Murrieta
CV Resources is hiring a Senior Financial Analyst, a highly visible role that is responsible for supporting the full P&L budgeting and forecasting processes, preparing monthly management reporting, leading annual long-range strategic plans, and supporting key strategic initiatives to drive future growth and profitability.
The ideal candidate is a strong self-starter and team player that is willing to adapt to change in a fast-paced environment.
Essential Functions/Duties/Responsibilities:
Key partner to regional operations senior leadership to drive the financial planning and reporting of the business; including budgeting, forecasting, and reporting functions.
Develops and leads annual Financial Planning/Budgeting process across the assigned regions including creating detailed branch level budgets.
Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance, and provide recommendations for achieving targets.
Transform data into actionable insights and recommendations. Present clear and concise results, including processing, cleansing, and verifying the integrity of data used for analysis.
Full-time, on-site role with exposure to senior leadership and cross-functional teams.
Protects organization's value by keeping information confidential.
Qualifications:
Bachelor's degree in Finance or related field of study (Finance or Accounting preferred).
5+ years relevant work experience in financial forecasting, reporting, and analysis.
Experience with Planning, Reporting, BI and visualization systems required; Planful / Host Analytics and PowerBI preferred
Advanced Excel modeling skills required
Strong communication (oral and written), interpersonal, and organizational skills required. Must demonstrate ability to successfully interact effectively with all levels in the organization.
High level of initiative and critical thinking to formulate business issues into analytical problems and devise actionable solutions.
Ability to work cross functionally and support multiple senior level clients.
Comfortable working with large volumes of data and diligence when managing detail.
Excellent analytical skills.
Time management and ability to complete work under tight deadlines.
Certified Corporate Financial and Analysis Professional certification a plus
Senior Financial Analyst
Finance Analyst job 30 miles from Murrieta
RETS Associates on behalf of our client, a top multi-family investment firm, is seeking a Sr. Financial Analyst in Irvine, CA. The Analyst will perform financial analysis and modeling for both ground up development and existing property acquisitions. The Analyst will assist in carrying out investment/portfolio management strategies, conduct market research, track market activity, update company pipeline and support investor reporting/communications. The Analyst will be a liaison on behalf of acquisitions for supporting departments (Risk Management, Operations, and Construction), listing brokers and consultants.
REQUIRED KNOWLEDGE SKILLS AND ABILITIES:
• In-depth understanding of real estate, finance, valuation, and other related real estate business activities.
• Strong understanding of multifamily/commercial real estate acquisition and development processes.
• Advanced Excel (including complex financial modeling). Access database skill set is a plus.
• Strong personal initiative and desire to succeed in a fast-paced environment.
• Strong quantitative and analytical skills.
• Able to work independently, be self-motivated, and a team player.
EDUCATION/EXPERIENCE:
• Solid understanding of multifamily real estate investment, as well as past success and experience in residential/commercial real estate asset management/investment analysis.
• 2-4 years of multifamily asset management, development or acquisition, real estate research, or another suitable real estate finance-related field (internships count towards required experience).
• Bachelor's degree in real estate, finance, accounting, economics, or business administration required. Advanced Degree is preferred.
Sr Accountant
Finance Analyst job 30 miles from Murrieta
We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Lennar has been recognized as a Fortune 500 company and consistently ranked among the top homebuilders in the United States.
Join a Company that Empowers you to Build your Future
Responsible for performing day-to-day accounting functions of the joint venture, including processing invoices, review of accounts payable, intercompany accounting, reporting requirements and ad-hoc reporting. Assist Controller with the preparation of all internal and external reporting, including financial institutions, taxing authorities, owners, and regulatory agencies.
A career with purpose.
A career built on making dreams come true.
A career built on building zero defect homes, cost management, and adherence to schedules.
Your Responsibilities on the Team
Responsible for compiling of the weekly cash disbursement report and maintenance of cash balances.
Code and process invoices for posting to accounts payable.
Reconciles and analyzes various company General Ledgers. Ensures appropriateness and correctness of recorded entries.
Monitor general ledger activity for accuracy and respond to changes deemed necessary.
Assist in preparation of monthly financial consolidation and supporting schedules.
Accountable for meeting the timeliness of the monthly financial closing schedule, including reconciling all entity-level accounts.
Prepare periodic financial reporting packages on timely basis.
Analysis of variances (actuals vs. budget).
Prepare periodic loan draw packages for submittal to lender
Understand legal entity organization structure to ensure proper accounting procedures are applied at a transactional level.
Ensure compliance with established accounting methods and systems used in operations.
Complete ad-hoc reporting requests by Controller.
Assist with external and internal audit requests, as needed.
Perform all other duties as assigned.
Requirements
Minimum of five (5) years accounting experience
Bachelor's degree or higher in accounting
Certified Public Accountant (CPA) preferred
“Big 4” or nationally recognized audit firm experience desirable
Understanding of generally accepted accounting principles, cost accounting with an emphasis in real estate
Must have experience with joint venture, consolidations, and eliminations
Good oral and written communication skills
Able to work independently with minimal supervision
Proficiency with various computer hardware, software and accounting systems that are used in the real estate industry. JD Edwards accounting system experience desirable
Detail oriented and organized
Accepting of constructive feedback
Proactive individual
Deadline oriented
Team player
Physical & Office/Site Presence Requirements:
This is primarily a sedentary office position which requires the ability to occasionally bend, stoop, reach, lift, move and carry office materials and supplies weighing 25 pounds or less. Finger dexterity is required to operate a computer keyboard and calculator. Must operate a motor vehicle. May require ability to work in excess of eight (8) hours per day.
#LI-DG1
#IND-CCQA
This information is intended to be a general overview and may be modified by the company due to factors affecting the business.
General Overview of Compensation & Benefits:
We reasonably expect the base compensation offered for this position to range from an annual salary of $73,739.60 - $98,229, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.
This position may be eligible for bonuses.
This position may be eligible for commissions.
This position will be eligible for the described benefits listed in the above section in accordance with Company Policy.
This information is intended to be a general overview and may be modified by the Company due to factors affecting the business.
Life at Lennar
At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone's Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar's policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits.
Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities.
Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
Wealth Advisor, Schwab Wealth Advisory
Finance Analyst job 30 miles from Murrieta
Regular Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications
Bachelor's degree
Active FINRA Series 7 license
(May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)
Active FINRA Series 66 license
(May be obtained within the first 120 days)
Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients\
Preferred Qualifications
CFP or CFA
Superior relationship management and client retention experience
Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Senior Analyst
Finance Analyst job 30 miles from Murrieta
At Kelly , we're passionate about helping you find a job that works for you. How about this one? We're seeking a Senior Analyst (Forecasting & Analytics) to work at Ethicon, a leader in the medical device industry, in Irvine, CA. With us, it's all about finding the job that's just right.
Salary/Pay Rate/Compensation: $43-$52/hour
Shift: Monday-Friday, 8am-4pm
Location: Onsite, Irvine, CA
Benefits: Med, Den, Vis, 401(K), PTO, and Paid Holidays
**2 Openings**
Why you should apply to be Senior Analyst (Forecasting & Analytics):
• Join a cutting-edge company dedicated to innovation in healthcare and medical devices.
• Collaborate with a diverse team of professionals in a fast-paced and dynamic environment.
• Opportunity to leverage advanced analytical tools and methodologies to impact business decisions.
• Contribute to meaningful projects that directly affect patient care and market strategies.
What's a typical day as Senior Analyst (Forecasting & Analytics)? You'll be:
• Supporting long-range global forecasting efforts and collaborating on quarterly competitive reporting for the Global Electrophysiology market.
• Updating and maintaining forecasting and analytics tools, while supporting market share reporting.
• Creating and maintaining comprehensive bottoms-up market models that accurately project market size and growth potential.
• Develop new product forecasts based on insights from internal data sources as well as primary and secondary market research.
• Prepare detailed reports and presentations to share findings with management and other teams.
• Stay current on market trends and enhance forecasting models based on evolving data and business needs.
• Assist with monitoring cardiac ablation market trends to proactively identify areas of opportunity and risk. Apply strong data analysis skills to quarterly market share reports to uncover actionable insights and address specific business needs.
• Role will require collaboration across Global Strategic Marketing counterparts, cross-region marketing counterparts, and cross-functional stakeholders within the company.
This job might be an outstanding fit if you:
• Hold a minimum of a bachelor's degree in Business, Finance, Economics, or a related field, with 2+ years of relevant business experience (required).
• Have experience in creating/maintaining market models and/or forecasting tools, preferably in the healthcare or medical device sectors.
• Possess a high level of proficiency in MS Office applications, especially Excel and PowerPoint, with advanced skills in building complex financial models (required).
• Strong analytical skills to derive insights from data and contribute to financial and strategic planning efforts
• Experience in documenting processes and creating clear SOPs to ensure consistent data handling and model usage.
• Basic knowledge of programming languages (e.g., SQL, R, Python) for data manipulation and analysis would be a bonus
• Excellent verbal and written communication skills to effectively collaborate with various teams.
• Ability to work collaboratively in a fast-paced environment and manage multiple tasks and projects simultaneously, including coordinating with various stakeholders.
What happens next
Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Senior Accountant
Finance Analyst job 30 miles from Murrieta
*WHY JOIN TAXRISE?* At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.
Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions.
*ABOUT THE ROLE:*
The Accountant performs a range of accounting and financial duties to support the financial functions of the company.
_We're all about that in-person vibe—this role is 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!_
*HOW YOU'LL BE REWARDED*
At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to grow professionally in a mission-driven environment.
* *Base pay*: $28.00 - $30.00 per hour (full-time, 40 hours per week)
*WHAT YOU'LL DO:*
* Verifies and posts accounts receivable and accounts payable information
* Running account receivables
* Reconciles merchant accounts, accounts receivable, accounts payable
* Performs general ledger, accounts payable, accounts receivable
* Review and prepare documents to submit for disputes
* Prepares required reports in a timely and accurate manner
* Performs other related duties as assigned by management and team members
*WHAT YOU'LL NEED TO HAVE:*
* Working knowledge of data collection, data analysis, evaluation, and scientific method
* Excellent written and oral communication skills
* Strong organizational, problem-solving, and analytical skills
* Ability to manage priorities and workflow
* Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
* Acute attention to detail
* Proficient in Excel (Pivot table and V Lookup) and QuickBooks online
* Ability to deal effectively with a diversity of individuals at all organizational levels
* Associate degree (A. A.) from two-year college or technical school; or one-year to three years related experience and/or training; or equivalent combination of education and experience.
We understand potential comes in many forms. Even if you don't check every box, we still encourage you to apply — we consider all qualified candidates.
*WHAT WE OFFER*
We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family:
* Medical, Dental, and Vision Insurance (starting after 60 days)
* Paid Time Off (Vacation, Sick Days, Company Holidays)
* Wellness Days to recharge when you need it most
* 401(k) retirement plan with company match
* Professional Development Program to support your growth
* Access to our on-site gym and gaming lounge
* Catered team lunches every Friday
* Fun and energizing quarterly company outings
*ABOUT US*
At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.
When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.
We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.
If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution.
*OUR COMMITMENT*
At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.
TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.
Expected hours: 40 per week
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Schedule:
* Monday to Friday
Supplemental Pay:
* Overtime pay
Work Location: In person
Associate Financial Advisor
Finance Analyst job 30 miles from Murrieta
Job DescriptionClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 4250 Barranca Pkwy Suite C, Irvine, CA
This job posting is anticipated to remain open for 30 days, from 13-Jun-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $75400.00
Hiring Maximum: $89600.00
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
J.P. Morgan Wealth Management - Private Client Advisor - Irvine and Mission Viejo, CA
Finance Analyst job 30 miles from Murrieta
JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients’ needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP®) certification is preferred
Bachelor’s degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
ESG & Sustainable Finance Associate Attorney
Finance Analyst job 37 miles from Murrieta
Job Description
ESG & Sustainable Finance Associate (6th–8th Year) Locations: New York, Atlanta, Boston, Chicago, Costa Mesa, Dallas, Washington, Houston, Los Angeles, Palo Alto, San Diego, San Francisco
Direct Counsel is seeking a 6th–8th year Associate to join a leading global firm in its ESG & Sustainable Finance practice. This is an exciting opportunity to work with sophisticated private equity firms, corporations, project sponsors, and lenders on evolving legal issues related to ESG, climate-related regulations, and strategic opportunities.
Position Overview:
The ideal candidate will have experience navigating the complexities of ESG, including regulatory requirements, investor demands, transaction strategies, and voluntary reporting frameworks. Strong client management skills, academic credentials, and the ability to handle a broad range of work are essential.
Qualifications:
Juris Doctor (J.D.) from an ABA-accredited law school.
6–8 years of experience in ESG and sustainable finance-related matters.
Strong achievement drive, academic credentials, and client management skills.
Law firm experience required.
Compensation:
Salary range: $390,000–$435,000 annually, depending on experience.
Application Process:
Direct Counsel guarantees all inquiries and submissions will be handled with strict confidentiality.
Senior Finance Manager
Finance Analyst job 36 miles from Murrieta
Job Description
Senior Finance Manager – Take the Financial Wheel at a Mission-Driven ESOP Company Company: AKUA Behavioral Health (hiring in partnership with Shades of Grey HR) Department: Finance Reports To: CEO
Job Type: Full-Time
Compensation: Base $114,000 + Bonus up to $36,000 = $150,000 OTE
Equity Opportunity: ESOP (Employee Stock Ownership Plan)
About the Opportunity
We’re hiring on behalf of AKUA Behavioral Health, an employee-owned behavioral healthcare company making a difference across California. They’re seeking a sharp, business-minded Senior Finance Manager to take ownership of day-to-day accounting, financial strategy, and compliance, with the added benefit of building long-term wealth through AKUA’s company-funded ESOP.
Why the ESOP Matters
At AKUA, you don’t just manage the bottom line—you share in it. As an ESOP participant, you’ll earn company-funded shares that grow in value based on performance. It’s a true ownership model, offering a greater return than most retirement plans and no employee buy-in required.
About the Role
This is an ideal role for someone who thrives in structured, numbers-driven environments. You’ll manage the accounting team, produce clean, accurate reporting, and help maximize revenue and efficiency across operations—all while supporting a meaningful mission.
Key Responsibilities
Manage day-to-day financial operations, including AP, reconciliations, and compliance
Supervise the accounting team and maintain internal controls
Prepare and deliver financial reports for Medi-Cal contracts, banking partners, and ESOP compliance
Improve and document processes for billing, tracking, and reporting
Support budget planning and contribute to strategic financial decisions
Who You Are
Bachelor’s in Accounting, Finance, or related field (Master’s preferred)
2+ years of healthcare finance experience, ideally Medi-Cal or behavioral health
Proficient in QuickBooks, Excel, and financial modeling/reporting
Strong communicator with a knack for explaining complex data to diverse teams
Highly organized and capable of managing competing deadlines
Detail-obsessed and proactive—someone who gets ahead of problems, not behind them
Compensation & Benefits
$114,000 base salary + up to $36,000 performance bonus
KPI: Net Profit / Net Operating Income (NOI)
Generous PTO, holidays, and health benefits
Company-funded ESOP participation—vested equity with wealth-building potential
Long-term opportunity to grow within a high-impact, employee-owned company
Want to lead finance for a company where your voice matters—and your ownership grows? Let’s talk.
Treasury Analyst
Finance Analyst job 30 miles from Murrieta
Job Description
🚀 Ready to make your mark in the world of finance? We’re looking for a Treasury Analyst to join our team and keep our cash flow game strong! 💰 If you love diving into financial data, forecasting like a pro, and finding creative ways to optimize processes, this is your time to shine. You’ll be the go-to for ensuring our treasury operations run smoothly — all while bringing fresh ideas to the table. If spreadsheets, automation, and strategic planning get you excited, we want to hear from you! 💼✨
ABOUT US:
At Alleviate Financial Solutions, we’re transforming lives every day by offering innovative debt relief solutions. As one of the fastest-growing companies in the industry, we are on a mission to help individuals and families regain financial freedom and build a brighter future.
Our vision? To become the next-generation financial services company that guides people from debt to WEALTH.
WHAT YOU’LL ENJOY:
A new best-in-class supportive leadership team guiding you to financial independence
Opportunities for career growth and advancement
A culture of recognition, appreciation, and celebration.
A mission-driven team passionate about making a difference
Company perks like swag, catered lunches, teambuilding activities and quarterly events
Our 50,000 sq. ft. headquarters in Irvine, CA is more than just an office—it’s a second home where collaboration, growth, and innovation thrive.
State-of-the-art amenities, including designer living rooms, wellness spaces, cafes, and a fitness center.
COMPENSATION:
$70,000 - $85,000 annually, depending on experience
WHAT MAKES US THE BEST?
Brand Recognition - A recognized brand with a near 5-star consumer rating
Dedicated Training - We have a team of elite trainers, dedicated to helping you succeed
Thriving, High-Energy Culture – Be part of a team that’s empowering, dynamic, and built for success
Industry Leader - Alleviate is taking over the debt space, quickly becoming one of the most prominent companies in our industry
Career Growth & Leadership Development - We invest in our people and promote from within!
WHAT YOU'LL DO:
The Treasury Analyst is responsible for managing cash flow, forecasting liquidity needs, optimizing treasury operations, and ensuring compliance with financial policies. This role will involve working with financial data and automating treasury processes.
Monitor and analyze daily cash positions to optimize cash flow management.
Assist in cash forecasting and liquidity planning to ensure sufficient funds for business operations.
Process and track payments, transfers, and banking transactions while maintaining accurate records.
Support treasury operations by managing banking relationships and ensuring compliance with financial policies.
Reconcile bank statements and accounts to identify discrepancies and resolve issues.
Utilize Sage Intacct and other financial systems to manage and report on treasury activities.
Extract and analyze financial data using SQL to enhance cash management and forecasting processes.
Prepare treasury reports, dashboards, and presentations for senior management.
Identify and implement process improvements to enhance efficiency in treasury functions.
Assist in risk management initiatives.
Follow all policies and procedures for the department and Company, including personnel policies and expectations as outlined in the Employee Handbook.
Other duties as assigned.
WHAT YOU'LL NEED:
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
2+ years of experience in treasury, cash management, or corporate finance.
Strong analytical skills with attention to detail and accuracy.
Advanced proficiency in Excel, including financial modeling and data analysis.
Knowledge of treasury operations, banking structures, and financial instruments.
Strong problem-solving skills and ability to work in a fast-paced environment.
Experience with SQL for data extraction and analysis.
Familiarity with Sage Intacct or other financial management systems.
Experience with cash forecasting and treasury reporting tools.
Knowledge of payment processing systems and bank reconciliation best practices.
ADDITIONAL PERKS & BENEFITS:
Health, dental, and vision benefits available after 30 days of employment
Ancillary benefits including legal services, disability insurance, Employee Assistance Program, and much more!
80 hours of PTO, 40 hours of Sick Pay, and 2 Health & Wellness Days
Paid holidays
401(k) that can be elected from day 1 of employment!
The opportunity to work alongside an incredible group of people who are all driven to help others
Job Type: Full-time, exempt
Schedule: 8-hour shift, Monday to Friday
Location: Irvine, CA
We understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; as we consider all qualified candidates, and any person who is driven to help others.
Alleviate Financial Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This position must pass a post-offer pre-employment criminal background check.
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Operations Analyst
Finance Analyst job 22 miles from Murrieta
Job Description
JRAD is seeking candidates for Operations Analysts who support Navy fleet training and operations by analyzing data and developing instructional materials. Operates and manages computer-based systems to assess and present training and operational effectiveness to diverse groups within the Navy.
Roles/Responsibilities:
Operate computer-based systems to prepare reports and visual presentations analyzing Navy training and operational data.
Analyze exercise operations, sensors, tactics, and weapons to identify performance trends and areas for improvement.
Develop computer-based training materials for Navy operational units and systems.
Utilize Government-Owned Software (e.g., Archive Edit Studio) and Commercial-Off-The-Shelf tools (e.g., Google Earth) to integrate data into PowerPoint presentations and debrief tools.
Required Skills and Education:
Bachelor’s degree preferred.
3 to 5 years of related experience required.
Strong familiarity with Navy operations and training environments.
Proficiency in data analysis, visualization, and presentation software.
Security Clearance:
Secret Clearance
When you work for JRAD you will never be just a number. We put people before profits!
JRAD is committed to the health and well-being of its employees. We offer more paid time off than the average company upon hire and the following benefits are available to all full-time employees:
Health Insurance
Dental Insurance
Vision Insurance
Life & Accidental Death and Dismemberment Insurance
Section 125 Flexible Spending Accounts for unreimbursed medical & dependent day care
Disability Insurance
401K Plan
Tuition Reimbursement
JRAD is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
The JRAD salary range for this position is a general guideline only and not a guarantee of compensation or salary. There are many factors considered when determining the compensation provided in an offer. These factors include, but are not limited to position responsibilities, education, experience, knowledge, skills, and contract terms and conditions.
PLEASE NOTE: Once you apply, to ensure you continue to receive important updates on your application and status, please add JRAD to your approved email list and/or check your spam and junk mail often for updates.
Operations Analyst
Finance Analyst job 22 miles from Murrieta
Job Description
Supports Navy fleet training and operations by analyzing data and developing instructional materials. Operates and manages computer-based systems to assess and present training and operational effectiveness to diverse groups within the Navy.
Responsibilities:
Operate computer-based systems to prepare reports and visual presentations analyzing Navy training and operational data.
Analyze exercise operations, sensors, tactics, and weapons to identify performance trends and improvement areas.
Develop computer-based training materials for Navy operational units and systems.
Utilize Government-Owned Software (e.g., Archive Edit Studio) and Commercial-Off-The-Shelf tools (e.g., Google Earth) to integrate data into PowerPoint presentations and debrief tools.
Qualifications:
Bachelor's degree preferred.
3 to 5 years of related experience required.
Strong familiarity with Navy operations and training environments.
Proficiency in data analysis, visualization, and presentation software.
Secret Clearance required
Benefits: Sayres Defense offers a competitive benefits package including medical, dental, and vision insurance, retirement plan options, paid time off, and additional employee support programs. Eligibility and specific offerings may vary based on position, location, and other factors.
The position description is only meant to be a representative summary of the major responsibilities and accountabilities performed by the incumbents of this position. The incumbents may be requested to perform position-related tasks other than those stated in this description. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, gender identity, disability or veteran status.
At Sayres, our employees enjoy an atmosphere conducive to realizing their potential through personal and professional development while simultaneously exceeding customers' expectations. We offer a broad spectrum of technical, engineering and administrative services including acquisition, financial and program management; fleet synthetic training; logistics; ship construction engineering; systems engineering and integration; wargaming; test and evaluation; security, counterintelligence and policy analysis.
Sayres is headquartered in Washington, DC with offices throughout the United States and has a presence abroad.
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Job Posted by ApplicantPro
Sr. SOC Analyst
Finance Analyst job 30 miles from Murrieta
Our client a Japanese IT company is seeking a Sr. SOC Analyst to join their team.
Title: Sr. SOC Analyst
Industry: IT
Type: Full Time Direct Hire Exempt
Salary: 100K+
Qualifications:
Bachelor's degree in related field
CISSP or GIAC 50X required
MCSE, MCP, CCNA or Security + preferred
5+ years of IT experience preferred
Able to independently design networks, servers, and implement security products
4+ years of experience as a SOC analyst and handling incident response
Experience in managing and tuning SIEM products
Cyber security experience
Ability to multitask and prioritize workload
Experience with EDR tools
Experience installing network security devices (FW, IDS/IPS,)
Experience installing servers and servers (Linux/Windows)
Job Duties:
Monitor SIEM alerts 24/7 to detect threats and vulnerabilities.
Investigate and manage security incidents, collaborating with teams on resolution and prevention.
Handle escalations from Tier I SOC analysts and provide incident analysis and recommendations.
Track and document incidents through their lifecycle.
Maintain SOC infrastructure, office systems, and client devices for optimal performance.
Administer servers, networks, and security controls.
Design and support IT infrastructure and respond to system issues as needed.
Act as a subject matter expert on SOC services and security tools.
Provide technical support for security solutions.
Train and mentor Tier I analysts
Engage with stakeholders during pre- and post-sales activities.
Deliver client reports and seek ongoing improvements in workflows.
Maintain and enhance SOC tools, documentation, and infrastructure.
***Please submit your application with a 1-2 page resume. Only qualified applicants will be contacted***
Senior Analyst
Finance Analyst job 38 miles from Murrieta
Job DescriptionBurrtec is a well-established refuse and recycling collection company serving over fifteen municipalities throughout Southern California and employing over 1400 full-time employees. Burrtec continues to grow through company acquisitions and successful bid proposals. Burrtec is a family-owned company that firmly believes the key element to our success is knowing how important each employee is to the organization. We have the following position at our Fontana Corporate division:
Financial Analyst/ Senior Financial Analyst (DOE)
SALARY RANGE: $85,000 - $125,000/year
SCHEDULE: Monday - Friday from 8:00 am - 5:00 pm - Onsite
*Please note: This is not a remote or hybrid position, onsite is required
POSITION SUMMARY:
The Senior Financial Analyst will assist with revenue development, monthly trend analysis, forecasting, contract bid support and other financial modeling and analysis
ESSENTIAL DUTIES:
Price structure development and analysis
Financial analysis to support on-going operations including monthly revenue and cost trend analysis
Assist in monthly analysis of tonnage activity for multiple operating divisions
Support pro forma analysis for new capital investment projects, expansions and acquisitions
Participate in preparation of annual and five-year forecasts
Support new business opportunities, including RFPs, with pro forma investment, income statement, EBITDA and cash flow analysis
Other tasks and special projects as directed by manager
The duties and responsibilities described are not a comprehensive list; additional tasks may be assigned; or the scope of the job may change as necessitated by business demands.
KNOWLEDGE, SKILLS AND ABILITIES:
General understanding of GAAP
Proficient Microsoft Office Suite skills with expertise in Excel
Attention to detail, good organization and communication skills
Ambition and initiative to understand operations and identify key metrics to measure financial performance
Team player, willing to assist with special projects and able to work well with others
TRAINING AND EXPERIENCE:
Bachelor's degree in Accounting, Finance, or related field required; Master’s degree preferred.
Minimum 2-4 years of professional experience as a Financial Analyst in a high-volume and fast-paced environment
PHYSICAL:
Standing and/or sitting for prolonged periods of time - up to 8 hours or more per day
Manual dexterity and vision sufficient to operate a personal computer for long periods of time without experiencing abnormal hand, wrist or eye strain.
Hearing sufficient to understand conversations, both in person and on the telephone.
Must have ability to operate computer.
WORKING CONDITIONS:
Work area is primarily in an office setting and may have fluorescent lighting and air conditioning.
We offer competitive wages and an excellent benefits package including 401k and 100% paid medical/dental/life insurance and holidays/vacation/PSL.
Senior Facilities Analyst
Finance Analyst job 23 miles from Murrieta
Job DescriptionDescription:
Innovative Consulting & Management Services (ICMS) is a Professional & Technical Management Consulting firm with over 20 years of consulting experience. We offer technical professional services to Federal and State Governments, and Commercial clients and have been delivering these services to multiple government clients for years and has been providing operation and maintenance services since 2008.
ICMS is a Small Business and Certified HUBZone employer. We deliver value to our clients by combining deep industry knowledge with strong functional capabilities. Our focus is to manage cost-effective programs while at the same time mitigating risk and improving results. Our success is about teamwork, a coordinated effort from all disciplines, from clients to consultants and most important, it’s about delivering on our commitments.
The purpose of this position is to support the Marine Logistics Group (MLG), G4, Marine Corps Base Camp Pendleton, CA, with a complete comprehension of the facilities posture of all MLG real property and provide support for any facility related issues to the MLG and its Major Subordinate Elements (MSEs). Establish lines of communication with MCI-West, Public Works Department, MSE Facilities Chief and OICs, MEF G4 Facilities, and any third-party agency with work related to facility planning, modification, demolition, or renovation.
The Senior Facilities Analyst is to provide a single point of contact that will develop I MLGs facilities project plan and track all Work Orders/Service Requests throughout the MLG and MSEs. This role will specifically track priority work orders and service requests, established by MSE commanders, and provide regular updates to ensure timelines of completion.
The Senior Facilities Analyst will track MAXIMO metrics on the completion of Emergency Maintenance, Urgent Maintenance, and Corrective Maintenance work requests and keep the AC/S G4 informed of the number or requests left outstanding and any details pertaining monthly.
The Senior Facilities Analyst will facilitate the creation and development of M1R1, M2R2, MILCON, and UMC projects in support of the MLG and its MSEs. Maintain the RIE3B slide briefs and ensure they’re up to date. And be the main point of contact for MCI-West and the Public Works Department.
This is a key position to facilitate MLG leadership in establishing facility priorities for maintenance, occupation, and project development.
Essential Duties and Responsibilities:
The primary responsibilities of the position will include but not limited to:
Assist in updating Basic Facilities Requirements (BFRs); assist in the development of I MLG Facilities Planning Documents (FPDs) to help determine planning actions to eliminate facilities deficiencies and surpluses; and review and update of the Facilities Requirements Plan Summary (FRPS). Assists in the coordination of future MILCON projects for these actions.
Assist in the development of the annual construction programs for I MLG funded military construction, minor construction, repair, and liaison with station departments and tenants; assist in the development of project documentation for program submittal such as DD139Is, Facilities Studies, Site Approvals, National Environmental Policy Act (NEPA) documents, Economic Analyses, and Cost Estimates; and coordinates with the user, other divisions at FMD, and other commands to compile necessary supporting justification for project type and scope.
Consult with the I MLG AC/S G-4 and liaison with Marine Corps Installations-West, Public Works Offices, Area Maintenance Coordinators, and adjacent and subordinate units across the region.
Assist in the preparation of point papers and reports, to include supporting documentation (e.g. Facilities Studies, Site Approvals, Environmental Assessments, Economic Analyses and Cost Estimates) in order to assist in defining, evaluating and recommending alternatives for supervisors' review and action.
Assist in technical and functional review of project plans and designs to ensure that projects satisfy planning criteria and mission requirements, as well as budgetary and other regulatory restrictions.
Assist in updating, consolidation, and coordinating project schedules provided by others.
Coordinate and develop I MLG’s input for quarterly Western Regional Installations and Infrastructure Investment Board (RI3B) Charter. Input solicited from MSE IOT inform charter of infrastructure recommendations. Evaluate and prioritize regional MSE projects, based on operational priorities from the I MLG CG prior to the RI3B O-6 WG. Quarterly reviews develop/inform I MLG CG’s infrastructure priorities and requirements shaping future investments at the annual RI3B.
Coordinate and develop MLG’s input for annual Facilities Sustainment, Restoration, and Modernization (FSRM) Charter. Annual forum addresses current/future facilities requirements IOT achieve/sustain campaign plan.
Requirements:
A Bachelor’s degree from an accredited university in facilities management, engineering, architecture, construction management, or a related field. In lieu of a Bachelor’s degree, at least 5 years’ experience in Department of Navy (DoN)-specific facilities management may be acceptable.
Minimum of five (5) years of experience in facilities management or a related field, with a strong understanding of facilities planning, project management, and maintenance processes. Some knowledge of USMC facilities planning is preferred.
Experience with demonstrated expertise in managing large-scale facilities projects, strategic planning, coordination with multiple stakeholders is required.
Professional certifications such as Certified Facility Manager (CFM), Project Management Professional (PMP), or similar are preferred.
Proficiency in using facilities management software (e.g., MAXIMO, GEOFidelis) is preferred.
Benefits:
Medical, Dental & Vision Insurance 100% covered for employee
Life and Accidental AD&D Insurance
401K Retirement plan with 3% automatic contribution
Paid Government Holidays
Generous Vacation and Sick Leave
ICMS is an Equal Opportunity Employer: Qualified applicants are considered for employment without regard to race, color, religion, age, sex, national origin, disability or veteran status, genetics, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.