Financial Analyst

Beacon Pointe; Newport Beach (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

Beacon Pointe Advisors is seeking a meticulous Financial Analyst to support financial planning, reporting, and business analysis. The role emphasizes Excel mastery, data-driven insights, and clear communication with senior leadership.

You will manage multiple priorities with precision and contribute to timely financial reporting. Responsibilities include administering Solver and Carta systems, preparing monthly/quarterly reports, and collaborating across departments to drive informed business

Qualifications

• Bachelor’s degree in Finance, Economics, or a related business discipline.
• 3–5 years of experience in financial analysis, corporate finance, FP&A, or a related field.
• Advanced proficiency in Microsoft Excel, including Pivot Tables, XLOOKUP/VLOOKUP, INDEX/MATCH, complex formulas, financial modeling, data analysis and reporting.
• Strong analytical, quantitative, and problem-solving abilities.
• General understanding of accounting principles and financial reporting processes.
• Experience working with ERP systems and financial reporting tools is preferred.
• Excellent written and verbal communication skills with the ability to present financial information to senior management.
• Ability to prioritize multiple projects and meet deadlines in a demanding environment.

Responsibilities

• Assist Director in administering Solver and be the primary backup.
• Assist CAO in administering Carta and maintain the enterprise cap table.
• Add/Update Member equity and upload tax and equity documents to Member accounts.
• Upload Member quarterly tax distributions and estimated taxable income.
• Address Carta-related inquiries from Members.
• Assist Controller with calculating quarterly Member tax distributions and estimated taxable income.
• Coordinate with third-party Tax Partner to align tax schedule with reporting.
• Assist Director in preparing monthly and quarterly financial reports.
• Assist local offices with monthly and quarterly P&L review.
• Assist Director with financial models, forecasts, budgets, and variance analyses.
• Mine, analyze, and interpret large datasets to identify trends, risks, and opportunities.
• Collaborate with cross-functional departments to gather financial and operational data for reporting and planning.
• Support month-end and year-end financial close activities with accounting.
• Identify process improvement opportunities and implement efficiencies in financial reporting and analysis.
• Assist with special projects, ad hoc financial analysis, and executive presentations as needed.

Job description

Job Description

We are seeking a meticulous and analytical Financial Analyst to support financial planning, reporting, and business analysis. The ideal candidate will possess strong financial analytical skills, advanced proficiency in Microsoft Excel, and the ability to communicate financial insights effectively to senior leadership. This role requires a highly organized professional who can manage multiple priorities while delivering accurate and timely financial reporting.

Responsibilities

• Assist Director in administering Solver, which is an enterprise financial reporting and budgeting software.
  
  
  
  • Become skilled in all aspects of Solver and be the primary backup to the Director.
  
  
  
  


• Assist CAO in administering Carta, which is an enterprise equity management software.
  
  
  
  • Become skilled in all aspects of Carta and assume the Sr. Administrator role.
  
  
  • Maintain copy of enterprise cap table.
  
  
  • Add/Update Member equity.
  
  
  • Upload tax and equity documents to Member accounts.
  
  
  • Upload Member quarterly tax distributions and estimated taxable income.
  
  
  • Address all Carta-related inquiries from Members.
  
  
  
  


• Assist Controller with managing and computing quarterly Member tax distributions and estimated taxable income.
  
  
  
  • Become skilled in all aspects of managing the tax schedule that determines quarterly taxable income & distributions to Members and assume full responsibility from Controller.
  
  
  • Coordinate with third party Tax Partner to align tax schedule with their reporting.
  
  
  
  


• Assist Director in preparing monthly and quarterly financial reports.


• Assist local offices with monthly and quarterly P&L review.


• Assist Director with financial models, forecasts, budgets, and variance analyses to support strategic business decisions.


• Mine, analyze, and interpret large datasets to identify trends, risks, and opportunities.


• Collaborate with cross-functional departments to gather financial and operational data for reporting and planning purposes.


• Support month-end and year-end financial close activities by partnering with the accounting team.


• Identify process improvement opportunities and implement efficiencies within financial reporting and analysis.


• Assist with special projects, ad hoc financial analysis, and executive presentations as needed.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related business discipline.


• 3–5 years of experience in financial analysis, corporate finance, FP&A, or a related field.


• Advanced proficiency in Microsoft Excel, including:
  
  
  
  • Pivot Tables
  
  
  • XLOOKUP/VLOOKUP
  
  
  • INDEX/MATCH
  
  
  • Complex formulas
  
  
  • Financial modeling
  
  
  • Data analysis and reporting
  
  
  
  


• Strong analytical, quantitative, and problem-solving abilities.


• General understanding of accounting principles and financial reporting processes.


• Experience working with ERP systems and financial reporting tools is preferred.


• Excellent written and verbal communication skills with the ability to present financial information to senior management.


• Ability to prioritize multiple projects and meet deadlines in a demanding environment.

Preferred Skills & Competencies

• Exceptional attention to detail and commitment to accuracy.


• Strong organizational and time management skills.


• Proven ability to multitask and manage competing priorities.


• Experience with data mining, financial analysis, and business intelligence reporting.


• Ability to translate complex financial data into meaningful business insights.


• Collaborative team player with an initiative-taking, solution-oriented mindset.


• High level of integrity and professionalism when handling confidential financial information.


• Continuous improvement mindset with the ability to recommend process enhancements.

Success Factors

The successful candidate will consistently produce accurate financial analyses, effectively communicate complex financial information to senior leadership, manage multiple priorities with precision, and contribute to data-driven decision-making across the organization.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures .