Finance Lead

504 CGCG-US CG Companies Global-US; Irvine (CA); Hybrid; USD 99,000 - 159,000; Full time

Benefits offered by this job

Competitive base salary and bonuses

Company retirement contribution (15%)

Health benefits from day one

Flexible work options

Charitable gifts matching

Job summary

Capital Group is seeking a Global Finance Lead - Strategic Analysis in Southern California. The role partners with senior leaders to evaluate challenges through a financial strategy lens and inform critical decisions.

You will develop evidence-based recommendations, conduct market research, and craft business cases for strategic investments, aligning with CG’s long-term plan. Strong Excel and data modeling skills are essential, with opportunities for mentorship and cross-functional collaboration.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or a related field.
• 3+ years of relevant strategic financial analysis, corporate strategy, or consulting experience.

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, collaborate with partners to formulate business cases for strategic investments and long-term plans.
• Evaluate location, staffing, pricing and other business strategies through rigorous research and ROI analyses.
• Engage in coaching and mentorship, with opportunities to network with leaders across the organization.

Skills

Advanced Excel

Financial modeling

Strategic analysis

Stakeholder communication

Education

Bachelor's degree in Finance, Accounting, Economics, Business

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. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.

“I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. “I can succeed as a Global Finance Lead - Strategic Analysis at Capital Group.” 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.

Illustrative work includes:

• 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.

“I am the person Capital Group is looking for.” You possess strong research capabilities, superior analytical and critical thinking skills, and meticulous attention to detail. You thrive in ambiguity. You can work independently, with limited direction, to break down complex business problems, conduct impactful financial analyses, and distill strategic insights. You have advanced Excel skills and can translate business issues into varied financial models that analyze economic impacts, assess risk, and explore multiple scenarios. You are highly data literate and understand how to request data from other teams, validate it, and transform it to feed models as well as how to self-source data through varied systems and interfaces (SAP, SQL, etc.). You are a skilled communicator with a proven ability to synthesize analyses of moderate to high complexity into executive-level summaries. You are adept at fostering strong relationships with business partners at all levels across the organization and providing strategic guidance in support of business priorities. You are a natural collaborator with demonstrated teaming abilities and excited to be part of an agile and tight-knit team. You have a constant pulse on financial markets and a passion for the investment management industry. You have a Bachelor’s degree in finance, accounting, economics, business, or a relevant field of study and 3+ yrs of relevant strategic financial analysis, corporate strategy, or consulting experience.

I can apply in less than 4 minutes.

I can learn more about Capital Group.

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Southern California Base Salary Range: $99,484-$159,174

• You’ll receive a competitive salary, bonuses and benefits.
• Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones.
• 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.
• Temporary positions in 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.

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values of integrity, client focus, long-term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed.

Learn more about compensation & retirement Learn more about our benefits Learn more about our hybrid schedule Learn more about our culture and core values Learn more about our commitment to responsible AI and how it shapes your candidate experience