Financial Analysis and Planning Specialist

2 weeks ago


Newport Beach, California, United States Pacific Investment Management Company Full time
Company Overview

PIMCO stands as a premier entity in the realm of active fixed income, showcasing profound expertise across both public and private markets. Our commitment lies in judiciously investing our clients' capital across a spectrum of fixed income and credit opportunities, leveraging our extensive experience in navigating intricate debt markets.

About the Role

We are seeking a meticulous and proactive individual with a fervor for finance to contribute significantly to our financial operations. You will be integral to our financial functions, engaging in essential activities such as budgeting, forecasting, financial analysis, and various research projects.

Key Responsibilities

Your primary responsibilities will encompass:
  • Forecasting and Analysis: Assist in the development and maintenance of financial models to project Assets under Management (AuM) and revenue, conducting thorough analyses of business drivers and revenue metrics.
  • Strategic Planning: Contribute to the annual financial operating plan and the three-year strategic outlook processes.
  • Financial Reporting: Collaborate with team members to prepare, review, and analyze financial packages and presentations for management on a monthly, quarterly, and annual basis.
  • Expense Management: Aid business managers in expense planning, financial reporting, and budget management.
  • Process Improvement: Identify and implement enhancements to streamline financial processes.
  • Team Support: Provide support to team members as necessary, fostering a collaborative work environment.
  • Special Projects: Oversee special projects and ad-hoc reporting and analysis.
Qualifications

The ideal candidate will possess:
  • Education: A Bachelor's degree in finance, accounting, economics, or a related discipline.
  • Experience: A minimum of three years in a finance-related role, preferably within the asset management sector.
  • Technical Skills: Advanced proficiency in Microsoft Office, particularly Excel, and familiarity with ERP systems.
  • Analytical Skills: Exceptional analytical and critical thinking abilities, with experience in creating dashboards.
  • Communication Skills: Strong written and verbal communication skills.
  • Organizational Skills: Excellent organizational skills with the ability to manage multiple tasks effectively.
  • Team Collaboration: Proven ability to work collaboratively in a team environment.
Compensation

PIMCO offers a comprehensive compensation package that includes a base salary and a discretionary bonus, reflecting both individual and company performance.

Equal Employment Opportunity

PIMCO is committed to equal employment opportunity and affirmative action, ensuring a diverse and inclusive workplace.

  • Newport Beach, California, United States Pacific Investment Management Company Full time

    Company OverviewPIMCO stands as a premier global entity in active fixed income, showcasing profound expertise across both public and private markets. Our commitment is to manage our clients' investments across a diverse spectrum of fixed income and credit opportunities, drawing on our extensive experience in navigating intricate debt markets.About the...


  • Newport Beach, California, United States Century Group Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our client's team at Century Group. In this role, you will be responsible for preparing comprehensive financial plans, analyzing variances, and supporting strategic decision-making.Key Responsibilities:Develop and maintain accurate financial models, including budgeting and...


  • Newport Beach, California, United States Pacific Investment Management Company, LLC Full time

    Position OverviewPIMCO stands as a premier authority in active fixed income, showcasing profound expertise across both public and private sectors. Our commitment lies in effectively managing our clients' investments across a diverse array of fixed income and credit opportunities.Key ResponsibilitiesConduct in-depth financial analysis to support investment...


  • Huntington Beach, California, United States Family Service League Inc. Full time

    About the RoleFamily Service League Inc. is seeking a highly skilled Financial Planning Specialist to join our administrative team. As a key member of our financial department, you will play a crucial role in supporting our organization's financial planning and analysis processes.Key ResponsibilitiesParticipate in the development and implementation of our...

  • Financial Planning

    1 week ago


    Laguna Beach, California, United States Concepcion Industrial Corporation Full time

    Concepcion Industrial CorporationFP&A Assistant ManagerKey ResponsibilitiesThe FP&A Assistant Manager plays a crucial role in ensuring the precision and thoroughness of all planning and forecasting requirements, facilitating a comprehensive financial overview in a timely manner.This position guarantees that the planning and forecasting figures are accurate...


  • Newport Beach, California, United States Century Group Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our client's team at Century Group. In this role, you will be responsible for preparing comprehensive financial plans, analyzing variances, and supporting strategic decision-making.Key Responsibilities:Develop and maintain accurate financial models, including budgeting and...


  • Newport Beach, California, United States Clean Energy Full time

    *THIS IS NOT A REMOTE POSITIONCompany Vision Clean Energy is at the forefront of transforming the global transportation sector. Our commitment to minimizing emissions from vehicles is a critical objective for our society, and we at Clean Energy are dedicated to achieving this through the utilization of renewable natural gas.We are an essential business and...


  • Laguna Beach, California, United States Concepcion Industrial Corporation Full time

    **Job Summary**Concepcion Industrial Corporation is seeking a highly skilled FP&A Assistant Manager to join our team. As a key member of our finance department, you will be responsible for ensuring the accuracy, completeness, and reasonableness of all plan/forecast requirements.**Key Responsibilities**Ensure the accuracy, completeness, and reasonableness of...


  • Newport Beach, California, United States Jobot Full time

    Join Our Dynamic Finance Team as an Accounts Payable SpecialistAbout Us:We are a leading automotive group in California, known for our high-end luxury dealerships across Southern California. Our team is dedicated to excellence and innovation in the automotive industry.Why Work With Us? Competitive Salary Comprehensive Benefits Package (Medical, Vision,...


  • Newport Beach, California, United States Consultative Search Group Full time

    Job DescriptionA prestigious professional services organization, Consultative Search Group, seeks a Financial Operations Specialist to join their dynamic team. In this role, you will play a crucial role in the financial operations of the firm. This individual will be responsible for maintaining accurate financial records, assisting with monthly financial...


  • Newport Beach, California, United States Century Group Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our client's team at Century Group. In this role, you will be responsible for preparing comprehensive financial plans, analyzing variances, and supporting strategic decision-making.Key Responsibilities:Develop and maintain accurate financial models, including budgeting and...


  • Newport Beach, California, United States Pacific Life Full time

    About the RoleWe're seeking a highly skilled and experienced Financial Reporting Specialist to join our team at Pacific Life. This is a hybrid role that offers the flexibility to work both in and out of the office.Key ResponsibilitiesExecute daily, monthly, and quarterly financial reporting, including processing and review of journal entries,...


  • Long Beach, California, United States P2S Inc. Full time

    Are you an experienced Cost Analysis Specialist looking to advance your career? P2S Inc., a renowned engineering firm recognized as a "Best Place to Work" for over a decade, is seeking a dedicated professional to join our team. Position Overview: We have an opening for a Cost Analysis Specialist who will be instrumental in our financial operations....


  • Newport Beach, California, United States LEDGENT Technology & Engineering - Roth Staffing Companies, L.P. Full time

    **Job Summary**LEDGENT Technology & Engineering - Roth Staffing Companies, L.P. is seeking a highly skilled Financial Reporting Specialist to join our team. As a key member of our accounting department, you will be responsible for reviewing shareholder reports, assisting with transfer agency functions, and ensuring the accuracy of financial data.Key...


  • Newport Beach, California, United States Marriott International Inc Full time

    Job SummaryWe are seeking a highly skilled Financial Accountant to join our team at Marriott International Inc. As a Financial Accountant, you will be responsible for ensuring the accuracy and integrity of our financial records, as well as providing financial analysis and reporting to support business decisions.Key ResponsibilitiesVerify and reconcile...


  • Newport Beach, California, United States Clean Energy Full time

    Company Mission At Clean Energy, we are dedicated to transforming the global transportation landscape through sustainable fuel solutions. Our commitment to reducing emissions in the transportation sector is vital for a cleaner future, and we believe that natural gas is a key player in achieving this objective.We are actively seeking talented individuals to...


  • Newport Beach, California, United States Bank of America Full time

    Job Description:Overview:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized investment planning and wealth management services.We are seeking a highly skilled and experienced Financial Solutions Advisor to join our team. As a key member of our investment planning team, you will work closely with...


  • Newport Beach, California, United States Pacific Life Full time

    About Pacific LifePacific Life is a leading provider of life insurance, annuities, and mutual funds. We're committed to helping our policyholders achieve their financial goals and secure their futures.About the RoleWe're seeking a talented and experienced Senior Financial Analyst II to join our team. This is a hybrid role that offers the flexibility to work...


  • Newport Beach, California, United States House Of Sillage Full time

    Job DescriptionJob Title: Financial Operations ManagerJob Summary:We are seeking a highly skilled Financial Operations Manager to join our team at House Of Sillage. As a key member of our finance department, you will be responsible for overseeing the company's financial records and account personnel. Your expertise will be crucial in maintaining all...

  • Financial Analyst

    3 days ago


    Newport Beach, California, United States Clean Energy Full time

    About the RoleClean Energy is seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will play a critical role in driving business growth and success.Key ResponsibilitiesDevelop and maintain accurate financial models and forecasts to inform business decisionsAnalyze financial data to identify trends and...