9 Investment jobs in Newport Beach

Associate, Investment Guideline - Alternatives at Pacific Investment Management Company summary:

The Associate, Investment Guideline - Alternatives at PIMCO manages and interprets investment guidelines within the proprietary compliance system, ensuring adherence to client, regulatory, and internal policies. This role involves collaborating with legal, compliance, and trading teams to support investment decisions and implement guidelines accurately. The position requires strong knowledge of alternative investment strategies, compliance frameworks, and financial markets, along with excellent communication and analytical skills.

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.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
POSITION DESCRIPTION:
This is an exciting opportunity to work within the Legal & Compliance department managing investment guidelines in PIMCO's proprietary compliance system. The Guideline Team is responsible for interpreting and implementing client, regulatory, and internal guidelines into the compliance system. The successful candidate will have broad exposure to the entire Investment Guideline Compliance process. Individuals in this position will have frequent interaction with a variety of groups at all levels of seniority including other teams within Legal & Compliance, Account Management, Product Strategy and the Trade Floor.
On a given day, your work might include:

• Collaborating with the Client Facing and Legal teams in negotiating investment discretions
• Interpreting investment restrictions from different sources (including regulatory frameworks)
• Supporting the Trade Floor with investment decisions
• Directing the creation of rules within the compliance system
• Researching and addressing various inquiries related to investment guidelines
• Participating in numerous ad hoc projects tied to investment guideline interpretation
• Contribute to internal strategic dialogue related to the growth and development of the Alternative Credit & Private Strategies platform

You will excel in this role if you:

• Have a strong sense of honesty and integrity
• Quick learner and adaptable to learn new processes, concepts, and skills
• Exhibit a strong commitment to quality and attention to detail
• Possess excellent communication and interpersonal skills
• Able to handle multiple, competing priorities and projects

You are going to need this to carry out the job:

• Minimum of a bachelor's degree (Accounting, Business, Finance or Economics preferred)
• 2+ years of professional experience in compliance or the investment management industry
• Basic to Intermediate knowledge of the global equity and fixed income markets, including an understanding of financial products such as bonds, equities, and derivatives
• Experience working with alternative investment strategies, especially Business Development Companies (BDCs), Asset-Based Lending platforms, and/or with operating companies
• Intermediate/advanced working knowledge of MS Excel

The following are other qualifications that are preferred but not required:

• Experience with negotiating, interpreting and implementing guidelines in a compliance system is ideal
• Knowledge of the Investment Company Act of 1940 or other common legal/regulatory practices is a plus
• Experience with Bloomberg, SQL or Business Objects
• CFA designation or active status in the CFA program and/or a JD or MBA degree is a plus
• Work as a paralegal or other fund reporting function

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 - $ 93,000.00
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.

Keywords:

investment compliance, alternative investments, investment guidelines, private strategies, fixed income, regulatory compliance, asset-based lending, compliance system, financial products, investment management

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.

Unlock the Power of Data at Pacific Life. We're seeking talented Lead Data Engineer to join our Pacific Life Investments Data Team onsite in Newport Beach, CA.

We are looking for self-starters to help shape the future of data engineering and drive data-driven success.

As a Lead Data Engineer you'll move Pacific Life, and your career, forward by accelerating our data initiatives by bringing modern technical solutioning forward. You will fill a new role that sits on the Investments data team in the technology organization. Your colleagues will include scrum masters and data analyst and fellow Data, AI, Governance, and QA professionals. Join our highly collaborative, innovative team.

How you'll help move us forward:

• Partner with data architects, analysts, engineers, and stakeholders to understand data requirements and deliver solutions.

• Help build scalable products with robust security, quality and governance protocols.

• Create low-level design artifacts, including mapping specifications.

• Build scalable and reliable data pipelines to support data ingestions (batch and /or streaming) and transformation from multiple data sources using SQL, AWS, Snowflake, and data integration technologies.

• Create unit/integration tests and implement automated build and deployment.

• Participate in code reviews to ensure standards and best practices.

• Deploy, monitor, and maintain production systems.

• Use the Agile Framework to organize, manage and execute work.

• Demonstrate adaptability, initiative and attention to detail through deliverables and ways of working.

The experience you bring:

• Bachelor's degree in Computer Science, Data Science or Statistics

• 7+ years of experience in analysis, design, development, and delivery of data

• 7+ years of experience and proficiency in SQL, ETL, ELT, leading cloud data warehouse technologies, data transformation, and data management tools

• Understanding of data engineering best practices and data integration patterns

• 2+ years of experience with DevOps and CI/CD

• 1+ years of experience (not just POC) in using Git and Python

• Agile Scrum work experience

• Effective communication & facilitation; both verbal and written

• Team-Oriented: Collaborating effectively with team and stakeholders

• Analytical Skills: Strong problem-solving skills with ability to breakdown complex data solutions

What makes you stand out:

• Investments or FINTECH domain knowledgepreferred

• Strong Data analysis skills and /or data mining experience

• Experience with one or more Integration tools (Matillion, Informatica, SQL SSIS, DBT)

• Experience with Snowflake and DBT

• Works independently with minimal guidance.

#LI-DW1

You can be who you are.

People come first here. We're committed to a an inclusive workforce. Learn more about how we create a welcoming work environment at What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

Benefits start Day 1.

Your wellbeing is important. We're committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

* Prioritization of your health and well-being including Medical, Dental, Vision, and a Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
* Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
* Paid Parental Leave as well as an Adoption Assistance Program
* Competitive 401k savings plan with company match and an additional contribution regardless of participation.

Base Pay Range:

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$134,280.00 - $164,120.00

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

• Paid Parental Leave as well as an Adoption Assistance Program

• Competitive 401k savings plan with company match and an additional contribution regardless of participation

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Investment Operations S ummer Associate- Irvine (2026)

"What is Investment Operations"

Investment Operations (IO) is a team of over 1,000 people in 19 Capital Group offices. They play a crucial role by supporting investment and distribution teams. Please note, the Investment Operation Group is independent from the Investment Management Group.

IO has three main areas: Investment Process, Client Experience, and End-to-End Optimization. Teams across IO manage orders, ensure portfolio compliance, and review client guidelines. They perform tasks like confirming trades, valuing securities, and calculating investment results. Additionally, IO manages important data, oversees market data providers, and supports Capital accounts outside North America.

"I can succeed as an Investment Operations Summer Associate at Capital Group."

As an Investment Operations Summer Associate, you will work on meaningful projects and daily work that directly supports the investment operations process, while giving you exposure to multiple areas of the Investment Operations Group. Our Summer Associate Program aims to provide an experience that mirrors the life of a full-time associate with respect to workload, responsibilities, and expectations.

As an Investment Operations Summer Associate, you will perform one or more of the following tasks:

• Support investment professionals through trade processing and settlement

• Monitor that all trading activity and investment decisions are in line with client, internal and regulatory guidelines

• Execute necessary checks and controls to ensure the integrity of financial data for our products

• Maintain the funds' books and records and ensure calculation of the funds' prices and distributions; financial reporting and income distributions for daily priced funds

• Analyze and improve end-to-end business processes that touch all parts of investment operations

"I am the person Capital Group is looking for."

• You are currently pursuing a bachelor's degree, graduating between Fall 2026 and Spring 2027

• You have foundational knowledge of Excel and are comfortable in large number sets

• You display a strong sense of attention to detail

• You have a focus on customer experience and collaborate with team members to produce superior results

• You are a continuous learner with a hunger for knowledge (and numbers)

Timeline

• Application deadline: 10/12/2025
• We plan to host Super Day interviews in November 2025 for this position

Base Hourly Rate: $28.50 / hour

#LI-DNI

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Trammell Crow Company - 2026 Summer Associate Program - Development Investment
Job ID

Posted
09-Sep-2025
Service line
REI Segment
Role type
Full-time
Areas of Interest
Development, Internship/Industry placement
Location(s)
Atlanta - Georgia - United States of America, Austin - Texas - United States of America, Boston - Massachusetts - United States of America, Charlotte - North Carolina - United States of America, Chicago - Illinois - United States of America, Dallas - Texas - United States of America, Denver - Colorado - United States of America, Houston - Texas - United States of America, Los Angeles - California - United States of America, New York City - New York - United States of America, Newport Beach - California - United States of America, Orlando - Florida - United States of America, Philadelphia - Pennsylvania - United States of America, Phoenix - Arizona - United States of America, Portland - Oregon - United States of America, Raleigh - North Carolina - United States of America, San Diego - California - United States of America, San Francisco - California - United States of America, Seattle - Washington - United States of America, Washington, D.C. - District of Columbia - United States of America
When you're a part of Trammell Crow Company, a global commercial real estate development company, you'll join a team that brings local ingenuity and global vision to everything we build. From Labs in Boston to Logistics in Prague to homes in Houston, we transform spaces into places, changing the way people and places connect.
With the spirit of entrepreneurship, innovation, and collaboration at our core, our people are committed to upholding our RISE (Respect, Integrity, Service, Excellence) Values. This drives our mission for a diverse, equitable, and inclusive work environment so business and communities thrive.
Trammell Crow Company's performance is fueled by our most powerful asset-our people. Comprised of teams possessing passion, innovation, and a visible culture of excellence, we encourage talent with a diverse set of backgrounds and experiences across industries to apply for open positions.
**About The Role:**
The summer associate's primary responsibility will be involved with all aspects of real estate development. Will have the opportunity to work on financial modeling/underwriting of prospective investments and developments, coordination of due diligence, lease analysis, dispositions and fund contributions. Summer associates may also respond to Request for Proposals, input and update project information in the ELITE system, communicate/prepare financials and approval packages for the Investment Committee, and direct research projects.
**What You'll Do:**
+ Sourcing new acquisition opportunities and new investment sponsors by cultivating and maintaining relationships (e.g., brokers, capital partners, design consultants, legal professionals, and trade organizations)
+ Preparing and analyzing financial documents, budgets, and leases for prospective and existing development projects through the creation of discounted cash flow models used for acquisitions and dispositions
+ Negotiating contracts including environmental review, structural proposals, tenant leases and credit, financing, survey and title review, , operating expenses, and income reports
+ Managing closing statement preparation and physical asset valuations in the underwriting and due diligence process
+ Maintaining proficiency on submarkets by collecting, reviewing and verifying market information and supporting assumptions used in financial projections.
+ Review rental rates, vacancy rates, historic absorption rates, cap rates, current and future competition, demographic statistics, leasing information and other local market data as vital
+ Participate in the preparation of investment documents by summarizing potential acquisitions and dispositions for Investment Committee approval and subsequent closing of deals
+ Reviewing, commenting, and tracking all external consultant due diligence reports
+ Coordinate with Property Management on requirements including operating expenses, real estate taxes, parking income and expenses, and other management issues that could affect development
+ Coordinating with Investment Sales / Capital Markets on the marketing and sale of stabilized projects
+ Collaborate with external clients, capital partners, investors, lenders and internal team, ensuring fast response time for all prospective developments and third-party sponsors
**What You'll Need:**
+ Currently pursuing an MBA or master's degree in real estate or similar with a graduation date of spring/summer 2027
+ Bachelor's degree in business, finance, real estate or equivalent
+ Excellent proficiency with Excel and her appropriate analytical software
+ Ability to define problems, work with mathematical concepts/data, establish facts and draw valid conclusions
+ Strong verbal/written communication and presentation skills
+ Consistent record of providing excellent internal and external customer service
**Important! Please note:**
If you are **currently enrolled in an MBA or Master's Program** at any of the **universities listed below,** please **submit an application via your university's MBA program career center** so that you can be considered as part of our on-campus interview process:
+ Columbia University
+ University of Virginia - Darden
+ Harvard University
+ Northwestern University - Kellogg
+ Stanford University
+ UCLA - Anderson
+ UNC - Kenan Flagler
+ University of Southern California
+ UT Austin - McCombs
+ University of Pennsylvania - Wharton
**Why CBRE?**
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at .
**Disclaimers**
+ The deadline to apply for this internship is January 9 th , 2026. After this date, we will no longer accept applications for this position.
Trammell Crow Company carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The maximum hourly Salary is $70/HR. The minimum hourly salary is $20/HR. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at (U.S.) and (Canada).
Trammell Crow
When you're a part of Trammell Crow Company, a global commercial real estate development company, you're a part of a team that brings local ingenuity and global vision to everything we build. From Labs in Boston to Logistics in Prague to homes in Houston, we transform spaces into places, changing the way people and places connect.
With the spirit of entrepreneurship, innovation, and collaboration at our core, our people are committed to upholding our RISE (Respect, Integrity, Service, Excellence) Values. This drives our mission for a diverse, equitable, and inclusive workplace so business and communities thrive.
Trammell Crow Company's performance is fueled by our most powerful asset-our people. Comprised of teams possessing passion, innovation, and a visible culture of excellence, we welcome talent with diverse backgrounds and experiences across industries to apply for open positions.
Find out more ( Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. Were actively seeking a talented Senior Actuary to join our Life Product Management in Newport Beach, CA, or Omaha NE.

As a Senior Actuary youll manage life products currently sold to ensure that the marketability, profit, and risk balance continues throughout the products lifetime, and products continue to meet the pricing guidelines. You will be collaborating with technical & non-technical audiences within and outside the Product Development department. You will develop an understanding of the product profitability and risk profile across all life product lines.

How youll help move us forward:

Be responsible for the quarterly business reporting (QBR) analysis, perform technical review of the quarter over quarter changes, present results in Pricing meetings and other platforms.

Regular and accurate pricing updates of life insurance products, reflecting current economic, competitive, investment, risk management, and experience assumptions.

Provide line of sight to management on key drivers of profitability and identify drivers of change to pricing results.

Interact with Risk Management, Valuation, Sales and Marketing to ensure the enterprise-wide view is considered when setting and implementing the departments strategies.

Perform analysis on sales and capital projections, manage profitability under different pricing metrics including statutory, economic and other potential frameworks.



6+ years of actuarial working experience in a financial institution or insurance company.

~ Strong quantitative, analytical, organizational and time management skills.

~ Effective communication skills to present business solutions in a clear and concise manner.





Experience with Prophet, MoSes or similar actuarial software is a plus.

Strong working knowledge in Microsoft Excel; experience with Tableau dashboard, Power BI is a plus.

The base pay range noted represents the companys good faith minimum and maximum range for this role at the time of posting. Your wellbeing is important to Pacific Life, and were committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, weve got you covered.



Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

Paid Time Off, Holiday Schedules, and Financial Planning Time Off

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Job Summary:
This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, assisting in financial assessment, preparing financial and other reports, and researching financial trends.
Essential Responsibilities:
+ Pursues self-development and effective relationships with others by sharing resources, information, and knowledge with coworkers and customers; listening, responding to, and seeking performance feedback; acknowledging strengths and weaknesses; assessing and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback.
+ Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; following procedures and policies and applying data, and resources to support projects or initiatives; collaborating with others, often cross-functionally, to solve business problems; supporting the completion of priorities, deadlines, and expectations; communicating progress and information; identifying and recommending ways to address improvement opportunities when possible; and escalating issues or risks as appropriate.
+ Supports the evaluation of the business environment by assisting with financial assessment (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis).
+ Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
+ Supports the creation of budgets and/or forecasts in accordance with business strategic initiatives by analyzing budgeting trends; conducting budget and forecasting; and providing information as requested to aid the development of department/regional budgets.
+ Supports others in advising region/business unit leaders on strategic fiscal matters by assisting with preparation of regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; and assisting with organizing regular meetings with leadership to review financial results for their areas.
+ Supports financial modeling by assisting with development of best-practice models; documenting risk alternatives; and assisting with the development of what-if scenarios and forecasts using in-house models or software.
+ Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives.
+ Supports costing activities by assisting with the identification of cost avoidance and cost recovery opportunities.
+ Evaluates performance/operations/financial state by using templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; conducting financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and completing variance analysis (e.g., volume, P&L line item, cost of goods, rate).
+ Supports reporting of region/business unit financial information by preparing and evaluating financial trend information, data analysis reports, and forecasts of income and expense; recording assets, liabilities, revenues, and expenses; and collecting data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).
+ Supports field operations by assisting with analysis of their operational/financial performance.
+ Supports Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; and determining the financial status (viability) of business partners.
+ Supports improving financial performance by assisting with the identification of financial trends; running analyses and calling attention to operational issues that need to be addressed to improve performance.
+ Supports strategic financial planning by performing financial, utilization, and benchmark analytics.
+ Supports strategic financial planning by gathering recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and assisting with development of financial concepts for financial planning and control.
Minimum Qualifications:
+ Bachelors degree in finance, business, or related field OR Minimum three (3) years financial planning and/or data analysis experience, or directly related business experience.
Additional Requirements:
COMPANY: KAISER
TITLE: Financial Planning & Analysis Analyst II
LOCATION: Santa Ana, California
REQNUMBER:
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

BGSF has teamed up with a large medical center who is in search of a Financial Analyst on a long-term contract basis. Please note that this will be a long-term contract and operate on a hybrid schedule. Please note, candidates must already be local to the Norwalk, OH area, we cannot consider anyone for relocation.

Duties

Conduct comprehensive financial analysis, including cash flow analysis, profit & loss assessments, and cost accounting evaluations.

Develop and maintain financial models to support business planning and investment decisions.

Prepare detailed financial reports that summarize findings and present actionable insights to stakeholders.

Utilize advanced Excel functions such as pivot tables and VBA for data manipulation and reporting.

Collaborate with cross-functional teams to gather data for budgeting, forecasting, and strategic planning initiatives.

Daily maintenance of budgeting, reporting and cost accounting.

Work with reconciliations of the GL and payroll.

Perform quantitative research to assess market trends, investment opportunities, and financial performance metrics.

Support corporate finance activities including investment banking processes, governmental accounting, and ERP systems management.

Ensure compliance with financial regulations while maintaining accurate records in Hyperion or similar platforms.



Job Requirements

Bachelors Degree in Finance or Accounting required

Must have 1+ year of financial analysis experience

Must be local to the Norwalk, OH area and comfortable working in a hybrid setting

Strong Microsoft Excel experience

Senior Financial Planning & Analysis Manager

American Vanguard is a diversified agricultural and specialty products company focusing on crop protection, turf and ornamental markets, and public health applications. The Company markets its product lines in the USA and internationally in 24 countries, including Brazil, Latin America, Mexico, Canada, Australia, New Zealand, and several other countries in Asia. American Vanguard is headquartered near Irvine (Newport Beach) directly across from Orange County Airport (SNA).

We are seeking a Sr. Financial Planning & Analysis (FP&A) Manager with strong analytical, financial modeling, and planning skills and the experience and ability to add significant value to the transformation of our organization including working to implement improved and more efficient forecasting, budgeting, and reporting processes.

The role reports directly to the Senior Director FP&A and will require an in-depth understanding of corporate finance, including variance analysis, strategic planning, and capital allocation, with the ability to translate financial data into actionable insights for executive leadership. The Sr. FP&A Manager will partner closely with business unit leaders and cross-functional teams to ensure alignment with corporate objectives and compliance with public company financial standards.

The company culture is dynamic, entrepreneurial and fast paced, and has been created following a number of domestic and international acquisitions during the last several years.

You will join in the process of upgrading and standardizing our FP&A procedures and reporting, to bring uniform and consistent global standards to all of our worldwide entities.

Key Job Responsibilities:

• Provide excellent financial planning and decision support to finance leadership and executive management, providing insights that drive business performance and strategic initiatives
• Ensure planning outputs and reporting meet the standards of a publicly traded company, emphasizing transparency, accuracy, and consistency
• Partner with business units and functional leaders to develop accurate and timely budgets, forecasts, and long-range financial plans that align with corporate objectives. Strong ability in modeling to support strategic decision making
• Enhance FP&A processes, models, and systems—including ERP and reporting tools—to improve efficiency, analytics, and continuous improvement across the organization
• Support the company’s SIOP process, providing financial support to the sales and production teams
• Provide response support to bank and audit requests as needed, and maintain financial models in support of bank and audit requirements

Skills and Qualifications Required:

• Bachelor’s degree in Finance, Accounting, Business Administration or related field
• 8+ years of experience in financial planning & analysis, corporate finance or related functions within a global business
• Must have experience in a publicly traded company and working with Big 4 accounting firms for Audit
• CPA or MBA preferred
• Financial modeling expertise; variance analysis; capital allocation; strategicplanning
• Corporate experience in a manufacturing company with Domestic and International businesses
• ERP (QAD) experience desired
• Responsible for supporting SOX compliance and internal control requirements in a public company
• Excellent written and oral communication skills focused on financial management

Mindset & Behaviors

• Strong analytical skills
• Ability to work well under pressure in an entrepreneurial environment
• Self-starter, motivated
• Demonstrable attention to detail and well organized
• Must be able to work independently on assigned projects / programs
• Willingness to be hands-on, with the ability to delegate

AMVAC values our employees and their families. We offer exceptional benefits and invest in our employees future.

• Industry leading Medical, Dental, and Vision care for employees and their families
• Life and Disability Insurance
• Health Savings Account (HSA) / Flexible Spending Account (FSA) programs offered
• 401(k) Retirement Savings Plans with employer match
• Employee Stock Purchasing Plan (ESPP) available
• Additional benefits include Vacation & Holiday time off as well as a Wellness program
• Located directly across from SNA (Orange County Airport) - onsite amenities include gym; cafe and parking

American Vanguard and its subsidiaries AMVAC & AMGUARD have successfully served the results‐driven global markets through development, manufacturing and marketing of products for agricultural and commercial use beginning in 1969. At American Vanguard, we believe in growth, innovation, and opportunity. We understand that a successful business is built on the strength of its people which is why we are dedicated to nurturing talent, fueling success and cultivating potential.

We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

American Vanguard Corporation (NYSE: AVD)