Senior Financial Analyst

The Capital Group; Irvine (CA); On-site; USD 85,000 - 141,000; Full time

Benefits offered by this job

Flexible work options

Performance bonus

Retirement plan with 15% company match

Job summary

The Capital Group is seeking a Senior Financial Analyst to develop deep industry and financial expertise while partnering with internal stakeholders on strategic initiatives. You will support centralized reporting and analysis with in-depth financial modeling and produce executive-ready materials.

You are a problem solver with a consulting background, experienced in building financial roadmaps and translating large data sets into concise deliverables.

Qualifications

• Frame and execute approaches to address varied business questions.
• Build financial roadmaps and support strategic projects.
• Translate large data sets into clear deliverables for business partners.

Responsibilities

• Develop financial strategy at the business unit and enterprise level.
• Provide support for centralized reporting and analysis focusing on in-depth financial modeling.
• Partner with a variety of stakeholders to produce executive-ready materials.

Skills

Problem solver

Consulting background

Financial modeling

Strong communication

Excel

Tools

Excel

PowerPoint

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 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

“I can succeed as a Senior Financial Analyst at Capital Group.”

As a Senior Financial Analyst, you will develop deep industry and financial expertise while partnering with internal stakeholders on strategic initiatives. In this role, you will provide support for centralized reporting and analysis focusing on in-depth financial modeling and producing executive-ready materials. You are a skilled communicator and thrive in team settings by being authentic, respectful and engaging. Partnering with a variety of stakeholders, you will develop financial strategy at the business unit and enterprise level.

“I am the person Capital Group is looking for.”

• You are a problem solver who is able to frame and execute approaches to address varied business questions.
• You have a consulting background with experience building financial roadmaps and supporting strategic projects.
• You pride yourself on building meaningful relationships and establishing trust.
• You adapt with market trends and opportunities, performing moderate to complex analytics, and sharing options or recommendations with the potential outcomes.
• You can build scope for financial models in Excel, with guidance from senior associates, by leveraging business assumptions, key drivers and financial data.
• You translate large data sets into clear and concise deliverables to be easily consumed by business partners.
• You are skilled at developing executive ready presentations (PowerPoint, Memos) with guidance from senior associates.

“I can apply in less than 4 minutes.”

“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.

Orange County Base Salary Range: $84,570-$135,312

Los Angeles Base Salary Range: $88,107-$140,971

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.