Finance Lead

Capital Group; Irvine (CA); On-site; USD 99,484 - 159,174; Full time

Benefits offered by this job

Health benefits from day one

Flexible work options

Charitable matching gifts

Job summary

Capital Group’s Finance Lead role partners with senior leaders to evaluate business challenges through a financial strategy lens and inform critical decisions across the firm. You will work on intellectually challenging and diverse initiatives within our finance department and across the organization.

You will develop evidence-based analyses, conduct market research, build business cases for strategic investments, and coach colleagues while aligning with the long-term plan.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or related field.
• 3+ years of strategic financial analysis or related experience.
• Advanced Excel skills and financial modeling.
• Experience with SAP and SQL for data sourcing.
• Strong analytical and communication skills.
• Ability to work independently and in ambiguity.

Responsibilities

• Develop and present evidence-based recommendations to stakeholders, influencing key business decisions.
• Conduct market research to assess global growth opportunities and inform regional business strategies.
• Analyze product and industry trends, work closely with business partners to formulate business cases for strategic investments, and help deliver CG’s long-term strategic plan.
• Drive financial and economic evaluations of location, staffing, pricing, and various other business strategies through rigorous research, operational assessments, cost studies, ROI analyses, etc.
• Engage in coaching, mentorship, and professional development sessions, with frequent opportunities to network with leaders across the organization.

Skills

Advanced Excel

Financial analysis

Data interpretation

Communication

Stakeholder management

Collaboration

Independent work

Ambiguity tolerance

Strategic thinking

Education

Bachelor’s degree in finance, accounting, economics, business, or related field

3+ years of relevant strategic financial analysis, corporate strategy, or consulting experience

Tools

SAP

SQL

Job description

I can be myself at work.

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. Belonging leads to better outcomes and a stronger community of associates united by our mission.

I can influence my income.

Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value you provide. You'll receive a competitive salary, bonuses and benefits. Company‑funded retirement contributions will factor into salary and variable pay, including bonuses.

I can lead a full life.

You bring unique goals and interests to your job and life. Whether you’re raising a family, you’re passionate about volunteering, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

Benefits

• Enjoy generous time‑away and health benefits from day one, with flexible work options.
• Receive 2‑for‑1 matching gifts for charitable contributions and annual grants for organizations you love.
• Access on‑demand professional development resources to hone existing skills and learn new ones.

Position Summary

Capital Group’s Strategic Analysis team partners closely with senior leaders across the firm to evaluate business challenges through a financial strategy lens and inform critical decisions. As a Finance Lead, you will work on intellectually challenging and diverse initiatives collaborating within our finance department and across the organization.

Key Responsibilities

• Develop and present evidence‑based recommendations to stakeholders, influencing key business decisions.
• Conduct market research to assess global growth opportunities and inform regional business strategies.
• Analyze product and industry trends, work closely with business partners to formulate business cases for strategic investments, and help deliver CG’s long‑term strategic plan.
• Drive financial and economic evaluations of location, staffing, pricing, and various other business strategies through rigorous research, operational assessments, cost studies, ROI analyses, etc.
• Engage in coaching, mentorship, and professional development sessions, with frequent opportunities to network with leaders across the organization.

Qualifications

• Strong research capabilities, superior analytical and critical thinking skills, and meticulous attention to detail.
• Thrive in ambiguity; work independently with limited direction, break down complex business problems, conduct impactful financial analyses, and distill strategic insights.
• Advanced Excel skills and ability to translate business issues into varied financial models analyzing economic impacts, assessing risk, and exploring multiple scenarios.
• Highly data literate and able to request, validate, transform and source data from systems such as SAP and SQL.
• Skilled communicator who synthesizes moderate‑to‑high complexity analyses into executive‑level summaries.
• Adept at fostering strong relationships with business partners at all levels and providing strategic guidance in support of business priorities.
• Natural collaborator with demonstrated teamwork abilities and excitement to be part of an agile, tight‑knit team.
• Constant pulse on financial markets and passion for the investment management industry.
• Bachelor’s degree in finance, accounting, economics, business, or a related field and 3+ years of relevant strategic financial analysis, corporate strategy, or consulting experience.

Compensation and Benefits

Southern California Base Salary Range: $99,484–$159,174. Salary is complemented by an individual annual performance bonus, a profitability bonus, and a retirement plan with a 15% company contribution of eligible earnings.

EEO Statement

We are an equal‑opportunity employer. Our policies prohibit unlawful discrimination based on race, religion, color, national origin, ancestry, sex, pregnancy, age, disability, genetic information, marital status, sexual orientation, citizenship status, HIV status, political activities, military or veteran status, status as a victim of domestic violence, assault or stalking, or any other characteristic protected by law.