Financial Analyst

ONE Carmel; Palo Alto (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial services firm in Palo Alto is seeking a motivated Financial Analyst with 2-3 years of experience to support its finance and accounting operations. The ideal candidate will assist in day-to-day financial tasks, bookkeeping, and cash management, as well as contribute to financial analysis and reporting. Key responsibilities include managing accounts payable and receivable, preparing financial reports, and collaborating on investment decisions. Strong analytical skills and proficiency in Excel are essential for this role.

Qualifications

• 2–3 years of experience in finance, accounting, or a related analytical role.
• Understanding of basic accounting principles and financial reporting.
• Familiarity with financial modeling or investment analysis.

Responsibilities

• Assist with accounts payable and receivable processing.
• Support month-end close activities, including journal entries.
• Conduct basic financial analysis, modeling, and forecasting.

Skills

Analytical skills

Attention to detail

Problem-solving skills

Communication skills

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Excel

QuickBooks

Job description

This range is provided by ONE Carmel. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $100,000.00/yr

About DL Investment Holdings US, LLC

Headquartered in Palo Alto, DL Investment Holdings US, LLC is a diversified investment platform and a wholly-owned subsidiary of DL Holdings Group. We leverage our parent company’s robust APAC financial network to bridge capital and opportunities in the US market.

Our operations are defined by three core strategic pillars:

• Real Estate Investment & Management: A full‑lifecycle approach to developing and managing ultra‑luxury residential communities and investment‑grade assets.
• Family Office Services: Providing bespoke global asset allocation, comprehensive wealth management, and legacy planning for high‑net‑worth clients.
• Global Investment: Facilitating cross‑border capital deployment and strategic financial advisory.

We are dedicated to connecting global vision with local expertise to drive long‑term value.

Position Overview

DL Investments is seeking a motivated and detail‑oriented Financial Analyst with 2–3 years of experience to support our finance and accounting operations. This role will assist with day‑to‑day financial tasks, basic bookkeeping, and cash management, while also contributing to financial analysis and reporting. The ideal candidate will have a strong interest in investment and financing activities, particularly in support of real‑estate projects. This is an excellent opportunity to grow within a dynamic team and gain exposure to both operational finance and strategic investment analysis.

Key Responsibilities

• Assist with accounts payable and receivable processing, including invoice review, payment runs, and customer collections
• Support month‑end close activities, including journal entries and account reconciliations
• Prepare routine financial reports and assist with variance analysis
• Help maintain accurate financial records and ensure compliance with internal controls
• Conduct basic financial analysis, modelling, and forecasting to support investment and financing decisions
• Assist in the preparation of presentations and materials for real‑estate projects
• Collaborate with the Finance Manager on tax filings, payroll support, and regulatory compliance as needed
• Utilize financial systems (e.g., QuickBooks, Excel) to track and report financial data

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2–3 years of experience in finance, accounting, or a related analytical role
• Understanding of basic accounting principles and financial reporting
• Proficiency in Microsoft Excel (formulas, PivotTables, charts)
• Familiarity with QuickBooks or similar accounting software is a plus
• Strong analytical and problem‑solving skills
• Excellent attention to detail and organizational abilities
• Ability to work independently and as part of a team

Preferred Skills

• Interest in real‑estate investment and project financing
• Exposure to financial modelling or investment analysis
• CPA candidate or relevant certification progress is a plus

Personal Attributes

• Proactive and eager to learn
• Adaptable and able to manage multiple tasks
• Strong communication and interpersonal skills
• High integrity and professionalism

Language Skills

• Chinese (preferred)

DL Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

DL Investments is committed to providing equal employment opportunities to all applicants, including individuals with disabilities. In accordance with the Americans with Disabilities Act (ADA) and the California Fair Employment and Housing Act (FEHA), we provide reasonable accommodations to qualified applicants and employees with disabilities to ensure equal access to the application, interview, and hiring process. If you require a reasonable accommodation to complete your application or to participate in the interview process, please contact us and let us know the nature of your request. Requests for accommodation will be considered on a case‑by‑case basis in accordance with applicable laws.

In accordance with the California Privacy Rights Act (CPRA), DL Investments provides this notice to inform you that, at or before the point of collection, we may collect the following categories of personal information from job applicants: identifiers (such as your name and contact information), professional or employment‑related information (such as your resume, work history, and education), and any other information you choose to provide as part of your application. This information is collected solely for recruitment, evaluating your qualifications, and managing the hiring process. We do not sell or share your personal information with third parties for commercial purposes.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance