Financial Planning and Analysis Specialist

7 days ago

Newport Beach, California, United States PIMCO Ltd. - Pacific Investment Management Company Full time
About PIMCO Ltd. - Pacific Investment Management Company

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Job Summary

We are seeking a highly skilled Financial Planning and Analysis Specialist to join our dynamic team. As a key member of our financial operations team, you will play a crucial role in driving our financial activities forward. You will be responsible for forecasting and analysis, strategic planning, financial reporting, expense management, process improvement, and team support.

Key Responsibilities
  • Forecasting and Analysis: Contribute to the development and upkeep of the Firm's financial models to forecast Assets under Management (AuM) and revenue. This includes conducting in-depth analysis of business drivers, revenue metrics, variances, and trends.
  • Strategic Planning: Play a key role in the annual financial operating plan and the 3-year strategic outlook planning processes.
  • Financial Reporting: Work collaboratively with team members to create, review, and analyze monthly, quarterly, and annual financial packages and presentations for management.
  • Expense Management: Support business managers with expense planning, financial reporting, annual expense budgets, monthly forecasts, and ad hoc analysis.
  • Process Improvement: Identify and implement opportunities to enhance and streamline financial processes.
  • Team Support: Provide assistance to team members as needed, fostering a collaborative and supportive work environment.
  • Special Projects: Manage special projects, ad-hoc reporting, and analysis, along with other duties as assigned.
Requirements
  • Education: Bachelor's degree in finance, accounting, economics, or a related field.
  • Experience: At least three years of experience as a Finance Associate, Financial Analyst, or in a similar role, preferably within the Asset Management industry.
  • Technical Skills: Advanced proficiency in the Microsoft Office Suite, especially Excel (including PIVOT tables, LOOKUPs, SUMIFs, and advanced functions).
  • ERP Experience and Financial Modeling: Experience with ERP systems such as Oracle, SAP, Hyperion SmartView, and financial modeling. Proficiency in Python is a plus.
  • Analytical Skills: Demonstrates exceptional analytical and critical thinking abilities, with a proven track record of effective and autonomous problem-solving. Experienced in creating dashboards using systems such as PowerBI.
  • Communication Skills: Strong written and verbal communication skills, capable of engaging professionally and succinctly with all levels across the firm.
  • Quality Commitment: A strong commitment to delivering high-quality work, ensuring completeness, accuracy, and timeliness in all tasks.
  • Interpersonal Skills: Ability to respond effectively to inquiries from various levels of management and maintain positive working relationships with both internal and external contacts.
  • Organizational Skills: Demonstrated sense of urgency and excellent organizational skills, including the ability to manage multiple tasks and meet strict deadlines.
  • Team Collaboration: Proven ability to collaborate and contribute effectively in a team environment, as well as work independently to achieve business objectives.
  • Values Alignment: A strong commitment to PIMCO's core values: Collaboration, Openness, Responsibility, and Excellence.
  • Attention to Detail: Meticulous attention to detail, ensuring accuracy and thoroughness in all responsibilities.
  • Adaptability: Flexibility to adapt to shifting priorities, manage deadlines, and support initiatives in a fast-paced environment.
  • Learning Agility: Quick to learn new processes, concepts, and skills, demonstrating adaptability and a willingness to embrace change.
  • Proactivity: Proactive in identifying opportunities for process improvement and embracing new technologies.
Compensation and Benefits

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

Salary Range: $87,000.00 - $104,000.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

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