Financial Planning Specialist
2 days ago
Job Title: Financial Specialist (Bilingual in English/Japanese is aAny additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.plus)Location: Near Carson (Southern California) Salary: Up to $68,000 per yearPosition Type: Full-Time - On-sitePosition Overview:Our client is seeking a Financial Specialist to join their growing team. This role focuses on financial and profitability analysis, including detailed P&L breakdowns, weekly performance reviews, and KPI tracking. The ideal candidate will have a strong analytical mindset, attention to detail, and the ability to identify financial trends to support business decision-making.Key Responsibilities:Advanced P&L and Profitability Analysis:Perform detailed monthly P&L analysis by department, account, and product category.Enhance accuracy of Flash P&L Report through data validation and trend analysis.Identify and explain anomalies and trends in financial performance.Weekly P&L Reporting:Create and manage weekly P&L reports highlighting operational issues and cost drivers.Provide insights to management based on revenue and cost fluctuations.KPI Tracking and Performance Monitoring:Track departmental KPIs and generate performance dashboards.Collaborate with department leads to interpret results and identify improvement opportunities.Cross-functional Collaboration & Report Maintenance:Work with Finance, Operations, and PMD teams to ensure reporting accuracy.Support the automation of recurring reports using Power BI and Excel Macros.Maintain reporting documentation for scalability and handoff procedures.Other Responsibilities:Assist in budgeting support and forecast model updates.Aid the Financial Planning Manager with ad-hoc financial analysis.Perform tasks as assigned by the VP of FP&A.Qualifications & Skills:Education: Bachelor’s degree in Finance, Accounting, Economics, or related field.Experience: Minimum 2-6 years of experience in financial analysis or FP&A (entry-level).Technical Skills:Advanced proficiency in Excel (including pivot tables, graphs, V-Lookups).Experience with Power BI; knowledge of SQL is a plus.Analytical Skills: Strong ability to analyze data, detect anomalies, and provide actionable insights.Communication Skills: Excellent written and verbal communication skills to translate financial data into strategic insights.Attention to Detail: Highly detail-oriented with the ability to work independently.Language Skills (Preferred): Bilingual in English/Japanese is a plus.Why Join Us?Competitive Salary: Up to $68,000 annually.Growth Opportunities: Strong potential for career development in a fast-paced environment.Collaborative Team: Work alongside experienced professionals in a dynamic, supportive team.Benefits/Perks - Medical, Dental & Vision 100% Paid xhuatnn PandoLogic. Keywords: Certified Financial Planner (CFP), Location: Whittier, CA - 90602
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Financial Planning Specialist
1 day ago
Whittier, United States Advantex Professional Services Full timeJob Title: Financial Specialist (Bilingual in English/Japanese is aAny additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.plus)Location: Near Carson (Southern California) Salary: Up to $68,000 per yearPosition Type: Full-Time - On-sitePosition Overview:Our client is seeking a Financial...
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Financial Planning Specialist
2 days ago
Whittier, United States Advantex Professional Services Full timeJob Title: Financial Specialist (Bilingual in English/Japanese is a Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply. plus) Location: Near Carson (Southern California) Salary: Up to $68,000 per year Position Type: Full-Time - On-site Position Overview:
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Financial Planning Specialist
2 days ago
Whittier, CA, United States Advantex Professional Services Full timeJob Title: Financial Specialist (Bilingual in English/Japanese is a Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply. plus) Location: Near Carson (Southern California) Salary: Up to $68,000 per year Position Type: Full-Time - On-site Position Overview:...
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Financial Planning Specialist
4 hours ago
Whittier, CA, United States Advantex Professional Services Full timeJob Title: Financial Specialist (Bilingual in English/Japanese is a Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply. plus) Location: Near Carson (Southern California) Salary: Up to $68,000 per year Position Type: Full-Time - On-site Position Overview: Our client is seeking a...
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Asset Protection Specialist
3 weeks ago
Whittier, United States Home Depot (Retail) Full timeAsset Protection SpecialistLocation: WHITTIER, CAJob DescriptionPosition Purpose:The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program compliance in their assigned store/multiple stores. They utilize tools to minimize loss to the Company, including but...
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Claim Specialist
4 weeks ago
Whittier, United States State Farm Full timeOverviewBeing good neighbors – helping people, investing in our communities, and making the world a better place – is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a #1 team and do some good! Grow Your Skills, Grow Your Potential ResponsibilitiesJoin our team as a Property Field Inspection Claim...
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Claim Specialist
2 weeks ago
Whittier, United States State Farm Full timeOverviewBeing good neighbors – helping people, investing in our communities, and making the world a better place – is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a #1 team and do some good! Grow Your Skills, Grow Your Potential ResponsibilitiesJoin our team as a Property Field Inspection Claim...
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Claim Specialist
4 weeks ago
Whittier, United States State Farm Full timeOverviewBeing good neighbors – helping people, investing in our communities, and making the world a better place – is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a #1 team and do some good!Grow Your Skills, Grow Your PotentialResponsibilitiesJoin our team as a Property Field Inspection Claim...
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Business Solutions Advisor
3 weeks ago
Whittier, United States Bank of America Full timeBank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth....
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Whittier, CA, United States Bank of America Full timeFinancial Solutions Advisor- Gateway Cities Market Cerritos, California;La Mirada, California; Downey, California; Paramount, California; Lakewood, California; Norwalk, California; Downey, California; Cerritos, California; Buena Park, California; Whittier, California; Whittier, California; Whittier, California; Bellflower, California To proceed with your...