California

Finance Jobs in California

384 jobs found

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Today

Financial Solutions Advisor Registration Candidate

Bank of America Glendale, CA

Glendale, CA

Today

$28 - $33/hr Full time Advisor Associate Financial Advisor Client Service

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Job Description

Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) registration candidate to support clients in a financial center environment while working toward the required securities licenses. This onsite role in Glendale, CA combines client-care guidance with foundational advisory skill-building, helping you progress through advisor stages as you earn the credentials needed for the position.

As you move through registration and licensing, you will apply a consultative approach to identify needs, recommend appropriate solutions, and collaborate with core banking and investment partners to connect clients to the offerings available through Bank of America and Merrill.

Role Overview

Support delivery of core banking and investment solutions alongside Bank of America’s approach to client care in a financial center.
Develop foundational advisor skills including acquiring, building, and managing client relationships.
Review a client’s complex financial picture and guide them with advice and solutions aligned to their goals.
Use a defined consultative approach to systematically identify client needs and appropriate solutions.
Provide end-to-end comprehensive advice, deliver client reviews or presentations with confidence, and recommend strategies to help clients achieve financial goals and life priorities.
Collaborate with core banking and investment partners and connect clients to solutions offered through Bank of America and Merrill to address virtually all their financial needs.
Build a customer network by engaging with banking customers, small business owners, and higher net worth clients.

Career Progression

After demonstrating success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II and continue growing and deepening relationships within a portfolio of clients.

Licensing and Registration

Demonstrate aptitude in obtaining required industry licenses.
Because the position requires SAFE Act registration, you must register and submit to the required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
Earn Security Industry Essentials (SIE), Series 7, and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time.
You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days (a requirement for the role).

Requirements

Self-disciplined approach to managing time and capacity.
Experience cultivating client relationships, accessing needs, and recommending solutions.
Ability to build strong peer relationships through effective communication and collaboration.
Results-driven mindset while prioritizing the client’s interest in a complex, fast-paced environment.
Ability to execute multiple tasks simultaneously.
Ability to learn and adapt to new technology or applications.

Desired Qualifications

Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Schedule

Monday to Friday and rotating Saturdays.
1st shift (United States of America).
40 hours per week.

Compensation and Education

Salary: USD 28 - 33 per hour.
Education: High School Diploma / GED / Secondary School or equivalent.

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Today

Financial Solutions Advisor Registration Candidate

Bank of America Northridge, CA

Northridge, CA

Today

$28 - $33/hr Full time Advisor Associate Financial Advisor Client Service

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Job Description

Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) registration candidate to help launch an advisor career in a financial center environment. In this Northridge, CA onsite role, you will work toward required securities licensing, progress through development stages, and provide end-to-end client financial advice while meeting applicable registration obligations.

Role overview

Progress through FSA I development stages with dedicated preparation for securities exams and advisor fundamentals.
After reaching key milestones, begin working in a financial center to support delivery of Bank of America core banking, investment solutions, and client care.
With demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into Financial Solutions Advisor Stage II, deepening relationships within a portfolio of clients.

Responsibilities

Obtain required securities industry licenses, supported by dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams.
Learn foundational advisor skills, including building and managing client relationships and providing guidance that reflects a client’s complex financial picture.
Help clients navigate financial goals by delivering client reviews and presentations with confidence and recommending appropriate strategies.
Provide end-to-end comprehensive advice and connect clients to solutions offered through Bank of America and Merrill to meet a broad set of financial needs.
Use a defined consultative approach to systematically identify client needs and match them to suitable solutions.
Collaborate with core banking and investment partners to coordinate client support.
Build relationships by interacting with banking customers, small business owners, and higher net worth clients.
Grow business knowledge through effective communication, peer collaboration, and referral-related activities.

Licensing and timing requirements

Obtain the Securities Industry Essentials (SIE) within 30 days of being hired.
Obtain Series 7 and Series 66 within 120 days (63 & 65 accepted in lieu of 66).

Requirements

Aptitude for obtaining required industry licenses.
Self-discipline to manage time and capacity.
Experience cultivating client relationships, identifying needs, and recommending solutions.
Ability to create strong peer relationships through effective communication and collaboration.
Results-driven mindset with a focus on client interest in a complex, fast-paced environment.
Ability to execute multiple tasks simultaneously.
Ability to learn and adapt to new technology or applications.
Subject to SAFE Act registration requirements, including registration, background check, and maintaining good standing.
Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
Hiring may be restricted or prohibited depending on specified criminal history, governed by FDIC, SAFE Act, Loan Originators, and FINRA rules.

Desired qualifications

Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Skills

Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading

Schedule and location

Location: Northridge, CA (onsite)
Schedule: Monday through Fridays and rotating Saturdays
Hours per week: 40
Shift: 1st shift (United States of America)
The specific financial center location will be based on business needs. Training will occur at one financial center, and you may begin in a phone-based capacity until another financial center location is determined within a reasonable commuting distance of your home, where permitted by applicable law.

Support for your development

Training and onboarding programs designed to support success.
Training and one-on-one coaching from Academy managers.
Opportunities to build your network starting at a financial center by interacting with a range of customer and business segments.
Leverage existing relationships with one out of two households in the U.S. to support future business growth.

Education: High School Diploma / GED / Secondary School or equivalent. Pay: USD 28 - 33 per hourly.

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Today

Manager, Operations Finance

General Atomics Poway, CA

Poway, CA

Today

$131k - $228k/yr Full time Manager Accounting Analytical Skills

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Job Description

General Atomics Aeronautical Systems is seeking a Manager, Operations Finance for its Financial Planning & Analysis team in Poway, CA (onsite). In this role, you will provide financial leadership and business partnership to the Operations organization, driving forecasting, budgeting, reporting, and financial controls while ensuring compliance and confidentiality.

Role focus

You will develop and implement a comprehensive forecasting approach, oversee the Operations Finance team, and manage budgeting and performance reporting. The position includes close collaboration with Operations leadership and cross-functional partners to strengthen operational outcomes, profitability, and the quality of financial information used for decisions.

Key responsibilities

Serve as a business partner to Operations leadership by providing leadership and guidance on financial decisions.
Collaborate cross functionally to promote efficient business processes, strong operational results, and company profitability, including reviewing and challenging peers when necessary.
Deliver finance insight to non-finance partners, including potential recovery actions relative to plans.
Manage and develop the Operations Finance team.
Oversee financial metrics, including overhead, labor utilization, rate management, inventory, and capital expenditures.
Lead budgeting efforts for annual operations plans, forward pricing rate proposals, monthly estimates-at-complete, and quarterly forecasts.
Provide timely, relevant, and accurate reporting and analysis of performance versus historical results, budget, forecast, and strategic planning outcomes to support achievement of the budget and long-range strategic plan.
Encourage continuous improvement by supporting adoption of best practices and new technologies.
Support executive-level presentations with financial reports, charts, tables, and other exhibits, and provide ad-hoc reporting for business partners.
Monitor and update controls and procedures to ensure quality and reliability of financial information and reporting.
Ensure compliance with company financial policies and accounting practices while maintaining strict confidentiality for sensitive information.
Observe applicable laws, regulations, and obligations where business is conducted on behalf of the company, and work safely in accordance with established procedures.
Perform other duties as assigned or required.

Requirements

Typically requires a Bachelor’s degree in accounting, finance, or a related discipline and thirteen or more years of progressively complex experience in finance/accounting.
Experience in a commercial or government contractor environment, including experience in a government contractor environment.
Knowledge and application of industry and government cost accounting principles, concepts, standards, and practices, with the ability to organize, schedule, conduct, and coordinate workloads to meet established milestones.
Advanced proficiency in Microsoft Office, especially Excel and PowerPoint.
Customer-focused leadership with strong presentation and interpersonal skills to influence and guide employees, including senior leaders and senior external parties on finance matters.
Demonstrated expertise in project planning, execution, and forecasting.
Excellent analytical and communication skills to document, report, and present accounting and finance findings.
Experience in organizational and operational problem resolution and the ability to interpret and explain complex financial issues.
Ability to work independently and in a team environment.

Technologies

Microsoft Office
Excel
PowerPoint

Compensation, work setup, and logistics

Work model: Onsite
Employment type: Full-Time Salary
Salary range: USD 130,500 to 228,375 per year
Travel: 0% to 25%
Job category: Finance/Accounting
Experience level: Management
U.S. citizenship required: No
Clearance required: No
Relocation assistance: Relocation Assistance Provided? (Yes/No not specified)

Preferred skills

Advanced understanding of Material Requirements Planning (MRP) and Grouping Pegging and Distribution (GPD).
Understanding of various project types and implications of cost postings to Forecast, Capital, Overhead, and Direct Customer Contract.
Awareness of costing implications related to manufacturing methodologies, unreleased materials, Sales Orders, and replenishment objects being swept up in GPD.
Understanding of Project Stock vs. Plant Stock costing implications, including Distribution, Plant Stock Allocation, and Demand Signals.
Intermediate to Advanced understanding of Cost Transfer processes and Labor Transfers.

Note: A 0% to 25% travel range is indicated. The role supports the Operations organization within the Financial Planning & Analysis function at General Atomics Aeronautical Systems.

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Today

Finance Analyst

General Atomics Poway, CA

Poway, CA

Today

$100k - $171k/yr Full time Accounting Analytical Skills Budget Management

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Job Description

Join a finance team focused on accurate forecasting and practical decision support. In this onsite Finance Analyst role with General Atomics Aeronautical Systems, you will partner with Operations leadership to strengthen budgeting, performance reporting, and financial management practices that help drive profitability and long-range planning. Work in a culture that emphasizes continuous improvement, best practices, and the adoption of new technologies while maintaining strict confidentiality and compliance with financial policies.

What you’ll do

Serve as a business partner to Operations leadership by providing leadership and guidance on financial decisions.
Collaborate cross-functionally to help ensure efficient business processes, strong operational results, and company profitability, including reviewing and challenging peers when necessary.
Translate finance insights for non-finance partners, including actions for recovery to plans.
Support financial metrics across areas such as overhead, labor utilization, rate management, inventory, and capital expenditures.
Assist budgeting and planning activities, including annual operation plans, forward pricing rate proposals, monthly estimates-at-complete, and quarterly forecasts for the Operations team.
Provide timely, relevant, and accurate reporting and analysis of performance against historical results, budget, forecast, and strategic planning targets to support achievement of the budget and long-range plan.
Prepare executive-level materials, including financial reports, charts, tables, and other exhibits, and support ad-hoc reporting for business partners.
Monitor and update controls and procedures to maintain the quality and reliability of financial information and reporting.
Ensure adherence to company financial policies and accounting practices while maintaining strict confidentiality of sensitive information.
Observe applicable laws, regulations, and obligations, and perform work in a safe manner according to established operating procedures and practices.
Handle other duties as assigned or required.

What you bring

Bachelor’s degree in business administration with an emphasis in accounting and/or finance, and 10+ years of progressive professional cost accounting experience in a corporate environment (preferably a government contractor). Equivalent experience may substitute for education.
Extensive technical expertise applying industry and government cost accounting principles, theories, standards, and practices, with strong organization and workload coordination to meet milestones.
Advanced Microsoft Office skills, especially Excel and PowerPoint.
Customer focus with the leadership, presentation, and interpersonal skills to influence and guide employees, including senior leaders and senior external parties, on finance matters.
Working knowledge of costing concepts and related mechanics, including cost elements and objects, labor and non-labor, posting date versus doc dates, settlement, and business transactions.
Demonstrated expertise in project planning, execution, and forecasting.
Excellent analytical and communication skills to document, report, and present accounting and finance findings.
Experience resolving organizational and operational problems and interpreting/explaining complex financial issues.
Ability to work independently and in a team environment.

Technologies

Microsoft Office (Excel, PowerPoint)
Material Requirements Planning (MRP)
Grouping Pegging and Distribution (GPD)

Preferred skills

Advanced understanding of MRP and GPD.
Understanding of project types and cost posting implications to Forecast, Capital, Overhead, and Direct Customer Contract.
Knowledge of costing implications of manufacturing methodologies, unreleased materials, Sales Orders, and replenishment objects swept up in GPD.
Understanding of Project Stock vs. Plant Stock costing implications, Distribution, Plant Stock Allocation, and demand signals.
Intermediate to advanced understanding of cost transfer and labor transfer processes.

Location: Poway, CA (onsite) | Employment: Full-Time Salary

Pay range: $99,500 - $170,750 annually | Experience level: Senior (8+ years)

Travel: 0% - 25% | Relocation: Not provided | U.S. citizenship required: No | Clearance required: No

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1d ago

Bilingual Japanese/English Tax Specialist

Activ8 Recruitment and Solutions Torrance, CA 📍 California Remote

Torrance, CA

1d ago

$80k - $100k/yr Full time Accounting Client Relations Client Relationship Specialist

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Job Description

Support clients with bilingual Japanese/English tax compliance and planning in a remote role.

Responsibilities

Gather and review clients’ financial records, income statements, and expenditures
Analyze tax positions and implement strategies aimed at minimizing tax liabilities
Prepare, review, and file accurate federal, state, and local tax returns
Review work papers and returns prepared by team members, including technically complex filings
Prepare federal and state estimated tax payments, state apportionment, and tax extensions
Support ongoing client compliance with IRS regulations and state and federal tax obligations
Attend client meetings to address questions, review returns, research tax issues, and contribute to tax planning
Represent clients before the IRS, state, and local tax agencies as required
Respond to notices from federal, state, and local governments and provide tax support to clients
Manage tax software and oversee implementation of new features and updates
Research tax law and monitor changes to stay current on tax law updates

Requirements

Bachelor’s degree
CPA (Required)
3 to 5 years preparing corporate and personal income tax returns (required)
Must have a bachelor’s degree in taxation or accounting
Ability to speak, read, and write Japanese (required)
Strong knowledge of tax and accounting laws, procedures, and tax issues
Proficiency in Lacerte tax software is preferred

Technology

Lacerte tax software

Location & Work Setup

Torrance, CA (remote)
Work location: In person

Compensation

USD 80,000 - 100,000 per year

Benefits

401(k)
Dental insurance
Health insurance
Life insurance
Vision insurance

Application Question

Are you proficient in Lacerte tax software?

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1d ago

Accounting Associate Manager – Subsidiary Management & Financial Closing

OTA AMERICA INC Cerritos, CA

Cerritos, CA

1d ago

$65k - $85k/yr Full time Manager Accounting Analytical Skills

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Job Description

OTA AMERICA INC is hiring an Accounting Associate Manager to strengthen subsidiary accounting operations and support end-to-end financial closing. Based in Cerritos, CA, this onsite role focuses on accurate month-end, quarter-end, and year-end results, including AR/AP oversight, intercompany reconciliations, and P&L analysis.

In this position, you will manage subsidiary financial processes, maintain ERP-based closing schedules, and help keep documentation audit-ready. You will also partner with internal stakeholders and HQ to support compliance activities such as audits and tax filings, while handling ad-hoc reporting requests as needed.

Key Responsibilities

Oversee Accounts Receivable (AR) and Accounts Payable (AP) for subsidiaries, including timely billing, collections, and vendor payment workflows.
Review employee expense reports, post journal entries, and maintain general ledger accuracy.
Reconcile intercompany accounts and manage cross-entity settlement transactions.
Lead monthly, quarterly, and year-end closing processes for assigned subsidiaries.
Prepare, analyze, and report Profit & Loss (P&L) statements, including identification of cost variances and profitability drivers.
Complete Balance Sheet reconciliations and ensure closing documentation is audit-ready.
Maintain accounting data in the ERP system and monitor closing timelines to meet deadlines.
Support improvements to internal controls, closing procedures, and reporting workflows.
Assist with external financial audits, tax filings, and compliance requests.
Prepare ad-hoc financial reports and analyses requested by executive management or HQ.
Perform additional business-critical accounting and administrative duties as required.

Requirements

Bachelor’s degree in Accounting, Finance, or Business Administration.
3–6 years of relevant accounting experience, with U.S. corporate accounting experience preferred.
Bilingual English and Korean (written and verbal) to communicate with HQ and local vendors.
Proficiency with ERP accounting systems such as SAP, NetSuite, QuickBooks, or equivalent.
Advanced MS Excel skills, including Pivot Tables, VLOOKUP, and financial modeling.
Active CPA (AICPA) license or candidate status.
Demonstrated experience in subsidiary management and/or intercompany accounting.
Strong multitasking skills and flexibility to adjust to changing business priorities.

Technologies

English, Korean
ERP accounting systems
SAP
NetSuite
QuickBooks
MS Excel
Pivot Tables
VLOOKUP

Compensation & Location

Location: Cerritos, CA (onsite)
Salary: USD 65,000 - 85,000 per year

Benefits

Lunch Provided
Health, Vision, Dental Insurance 100% covered (after probation)
401k with 4% match after 1 year
Vacation Day Pay
Holiday Pay (including Martin Luther King, President’s, Etc)
Sick Day Pay
EV Charging
401(k) with matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Application Question

한국어로 답변 부탁드립니다. 관련 업무 경력이 몇 년 정도 있으신가요?

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2d ago

Interim VP Finance (Corporate)

Conexus Los Angeles, CA

Los Angeles, CA

2d ago

$110 - $130/hr Contract Finance Director Accounting Adaptive Planning

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Job Description

Conexus is seeking an Interim VP, Corporate FP&A to lead and modernize the Corporate FP&A function at a diversified publicly traded holding company. This is a 6-month contract role based in Los Angeles, supporting enterprise-wide consolidation, planning, forecasting, and executive reporting for the CFO.

Role Overview

The Interim VP, Corporate FP&A will own core planning and analytics activities across multiple businesses, producing an enterprise-level view of performance, risks, and opportunities. The position reports to the Chief Financial Officer and operates hands-on within a small, lean Corporate FP&A team.

Key Responsibilities

Lead Corporate FP&A, coordinating and consolidating the annual budget, forecasting, and long-range planning processes across multiple businesses.
Consolidate inputs from individual operating companies to deliver an enterprise-level performance and outlook for the CFO and senior leadership.
Challenge operating-company forecasts and underlying assumptions rather than aggregating submissions.
Develop and deliver financial modeling, forecasting updates, scenario analysis, and executive-level presentations.
Partner with Corporate Accounting/Controllership to maintain alignment between FP&A outputs and accounting in a public-company environment.
Drive FP&A process improvement and modernization, including evaluating a transition from Excel to a more scalable enterprise planning platform.
Engage regularly with the CFO, Controller, Treasurer, and senior operating-company executives to support planning and reporting needs.

Requirements

Current or recent public-company FP&A experience.
Meaningful Corporate FP&A experience, not limited to divisional, business-unit, or commercial finance.
Experience operating at the corporate level of a company with multiple divisions, operating companies, reporting segments, or materially different lines of business.
Experience coordinating and consolidating annual budgeting, forecasting, and long-range planning across multiple businesses.
Strong understanding of the relationship between Corporate FP&A and Corporate Accounting/Controllership in a public-company environment.
Strong knowledge of the P&L, balance sheet, and cash flow statement.
Strong modeling, forecasting, scenario analysis, and executive presentation skills.
Demonstrated comfort challenging forecasts and assumptions.
Interest in driving change, improving processes, and modernizing an FP&A organization.
Executive presence and communication skills suitable for frequent interaction with senior leadership.

Preferred Qualifications

Public accounting background and/or a strong accounting foundation.
Experience in a diversified holding company or multi-segment public company.
Experience implementing or materially upgrading an enterprise budgeting and planning platform (including Hyperion/Oracle EPM, OneStream, Anaplan, Adaptive, or equivalent).
Experience moving a consolidated planning process out of Excel into a scalable FP&A platform.
Exposure to Board reporting, quarterly earnings, Investor Relations, or external financial guidance.
Experience supporting capital allocation, investments, acquisitions/divestitures, or portfolio-level decision-making.
Experience working in a manual or less-automated environment.
CPA, MBA, or CFA.

Technology Stack

Excel
Hyperion/Oracle EPM
OneStream
Anaplan
Adaptive

Location, Schedule, and Work Setup

Location: Los Angeles, CA (Hybrid)
Local requirement: Candidates must be local to Southern California and available for occasional in-person meetings (2+ times per month).
Work location: Hybrid remote in Los Angeles, CA 90012
Expected hours: No less than 40.0 hours per week

Compensation

Pay: USD 110.00 - 130.00 per hour

Contract and Reporting

Job type: Contract
Engagement duration: 6-month interim role
Reporting to: Chief Financial Officer

Benefits

Dental insurance
Health insurance
Vision insurance

Application Questions

In the last 5 years, have you worked in a high-level (Director or above) corporate finance role at a publicly-traded company? Divisional experience is not sufficient for this role.
Do you currently reside in Los Angeles County or a neighboring county (Ventura, San Bernardino, Riverside, Kern, or Orange)?