Finance Lead - Operating Group Finance

Capital-Group-1; Irvine (CA); On-site; USD 99,000 - 159,000; Full time

Benefits offered by this job

Health benefits from day one

Flexible work options

2-for-1 matching gifts for charitable—

Annual grants for organizations you支持

Job summary

Capital Group is seeking a Finance Lead for its Operating Group Finance team in Southern California. You will partner with senior leaders, providing deep financial analysis and strategic insights to guide investment decisions and business planning.

The role requires data modeling and visualization using tools like PowerBI/Tableau, strong stakeholder management, and a collaborative approach to drive performance and enable informed decisions.

Qualifications

• Experience in data analytics, strategic finance, or investment banking.
• Ability to synthesize findings to draw conclusions and provide recommendations.
• Strong communication with senior leaders and cross-functional partners.

Responsibilities

• Lead and contribute to initiatives providing insight and financial analysis to business partners.
• Drive cross-functional business strategy and financial management across Investment Group functions.
• Synthesize trends and model data to support decision making.

Skills

Data analytics

Financial analysis

Cross-functional collaboration

Communication with leadership

Problem solving

Tools

PowerBI

Tableau

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. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.“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.Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work optionsReceive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you loveAccess on-demand professional development resources that allow you to hone existing skills and learn new ones“I can succeed as a Finance Lead at Capital Group.”As a Finance Lead, you will join our Operating Group Finance team that is focused on partnering with senior leaders across Capital Group. Every day, you will lead and participate in efforts that provide insight and deep financial analysis to our business partners, driving cross-functional business strategy. You will proactively analyze a wide range of business problems and financial trends to guide strategic business decisions and act as a key finance partner for ongoing financial management of Investment Group functions. To thrive in this role, you have worked in data analytics, strategic finance, or investment banking, and you have a proven track record of synthesizing findings to draw conclusions and provide recommendations. You are comfortable sourcing and modeling data to develop complex financial analysis to solve pressing business problems.“I am the person Capital Group is looking for.”You are a problem solver that frames and executes approaches to address varied business questions. You have led and/or participated in cross-functional projects and are familiar with project life cycles as well as initiating and maturing dedicated relationships as the ‘go-to’ finance partner.You have enlisted the support of others, sourced and built data models and communicated results with senior leaders. You have experience leveraging data visualization tools like PowerBI and Tableau to communicate business results.You have learned how to build strong relationships with leadership and work ahead to proactively identify the answers they would want to know before making a final decision.You enjoy working in a team environment where critical thinking and collaboration are the keys to develop best practices, nourish associate engagement, and protect our inclusive environment.You have an interest in financial markets and a passion for the investment management industry.“I can apply in less than 4 minutes.”You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.“I can learn more about Capital Group.”At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.Southern California Base Salary Range: $99,484-$159,174 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 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.