Valuation analyst jobs in Los Angeles, CaliforniaCreate job alerts

Job Title: Financial Analyst Location: Huntington Park, CA Department: Finance & Accounting Reports To: VP of Finance Controller Position Overview The Financial Analyst will play a key role in supporting financial planning, reporting, and operational analysis. This position partners closely with cross-functional teams including distribution, production, manufacturing, and sales to provide insights that drive performance and profitability. Key Responsibilities • Assist with month-end close processes, including journal entries, inventory valuation, accruals, variance analysis, and reconciliation support, • Prepare and analyze monthly financial reports, highlighting key trends, profitability, and performance drivers, • Conduct operational and business analysis to support shipping operations and improve visibility, • Analyze gross margin, pricing, and product profitability across categories and channels, • Support inventory analysis, including turnover, aging, and reserve recommendations, • Identify opportunities for cost savings and process improvements, • Ensure data accuracy and maintain financial reporting tools and systems Qualifications • Bachelor’s degree in Finance, Accounting, Economics, or related field, • 2–5 years of experience in financial analysis, preferably in apparel, retail, or consumer goods, • Strong understanding of financial statements and accounting principles, • Experience supporting month-end close and working with large datasets, • Advanced Excel skills (pivot tables, lookups, financial modeling), • Experience with SQL and/or BI tools is a plus, • Strong analytical, problem-solving, and communication skills

SolAmerica Energy is a developer and long-term owner/operator of solar and storage projects. Based in Atlanta, Georgia, SolAmerica has successfully developed and built solar power projects throughout the eastern half of the United States and has a growing pipeline in more than 20 states. SolAmerica is committed to advancing diversity, equity, and inclusion and believes in attracting, retaining, and advancing employees who will best serve and represent its customers, partners, and communities. We promote fostering a work culture of mutual respect and teamwork, ensuring that everyone can grow and contribute at their greatest potential. For additional information about SolAmerica, visit ___. The Analyst is a critical member of the SolAmerica Energy finance team. Operating on the front lines, this role is responsible for executing project-level financing, developing complex financial models, and providing strategic analysis to drive company growth. This position requires a driven, self-motivated individual who wants to learn and grow within a high precision team. The Analyst works directly with the Project Finance team to optimize asset value and evaluate expansion into new markets and M&A opportunities. • Support the CIO and Project Finance team with all debt, tax equity and other project-level financing processes for the company’s solar and/or storage portfolios, including determining optimal project financing structures, working with lenders and investors, and negotiating financing agreements., • Assist in constructing and maintaining financial models and coordinating with internal and external stakeholders to enable a streamlined and consistent approach for investment decisions., • Work cross-functionally with the Engineering, Business Development, Treasury, Legal, and other teams within SolAmerica to ensure accurate inputs and clear messaging are incorporated into all Project Finance work products., • Provide insights and detailed analysis for the valuation of project portfolios both owned and under development., • Interpret and transfer large amounts of data to support Business Development and Origination with PPA pricing and scenario analysis., • Coordinate with third-party consultants to ensure the timely delivery of Independent Engineer reports, appraisals, and insurance reports and other deliverables required for financing processes., • Establish and foster relationships with stakeholders across the Renewables and Energy Transition sectors to leverage industry contacts for future opportunities., • Maintain comprehensive coverage of the company’s target markets, understanding current market conditions, rules and regulations, most important actors within each market, and other key economic factors influencing the company’s efforts in said markets., • Provide training and mentoring to analysts, as required., • BA/BS required, ideally in a quantitative, business, or technical field; Advanced Degree preferred., • Minimum of 1 year of relevant working experience in the Solar Energy Field and Project Finance., • Proven skills and experience in project-level financing in the solar energy industry., • Familiarity with the development and diligence process required to successfully finance energy projects., • Demonstrated experience with Excel spreadsheets, financial modeling and data analysis., • Familiarity with financial/accounting principles as well as electricity industry players, economics, and trends., • Experience using a computer, Microsoft Office, and Adobe., • Exceptional communication skills—written, verbal, and in presentations—with the ability to speak effectively to all levels of audiences., • Highly driven and self-motivated with the ability to push goals/processes forward independently and within a team., • Strong analytical and critical thinking skills and ability to interpret large amounts of information from various sources., • Detail oriented and organized., • Ability to manage multiple projects under various deadlines., • Positive attitude, high energy, supportive team member, problem solver, able to work in a fast-paced and collaborative environment. Our total rewards strategy is designed to support our employees to thrive professionally and personally while seeking to create a culture of work/life balance as we work toward our collective goals as a business. This position comes with four weeks of PTO, Company Paid Holidays and 401(k)+ Match, monthly stipend to go towards communication expenses and all our health insurance benefits are effective from Day 1. SolAmerica Energy will only consider candidates for this position while it is active. SolAmerica Energy will not consider unsolicited candidate applications from third party agencies.

Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation fintech company using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are seeking an experienced, technically strong Home Loans Senior Data Analyst to own end-to-end analytics for our residential mortgage portfolio and translate performance insights into a measurable feedback loop that improves lending strategies. In this role, you will analyze loan performance across the lifecycle (origination → servicing → loss/prepay outcomes), build scalable reporting and monitoring, and partner closely with Underwriting, Credit Policy, Operations, Compliance, Capital Markets, 2LOD and Product to turn data into decisions. You will be responsible for defining the "truth" of portfolio performance, identifying emerging risk and opportunity signals, and driving changes to guidelines, overlays, operational processes, and product strategy then measuring impact. Joining SoFi means you’re part of a company reshaping financial services through technology, combining the speed of a startup with the scale and rigor of an established industry leader. This is an opportunity to directly influence Home Loans credit risk strategy within a high-growth, high-impact team. What you’ll do: • Define and maintain portfolio performance KPIs across credit, profitability, and risk (e.g., delinquency/roll rates, loss rates, severity, prepayment speeds, cure rates, early payment defaults, repurchase risk, defect rates)., • Perform cohort/vintage and segmentation analysis by credit score, LTV/CLTV, DTI, lien position, documentation type, occupancy, channel, state/metro, property type, and investor/product., • Build and maintain executive dashboards and automated reporting that clearly explain what changed, why it changed, and what to do next., • Partner with Data Engineering to define data requirements and create new data sources as required AND/OR create summarized tables as needed, ensuring data structures support scalable analysis and consistent reporting., • Monitor and report portfolio concentration limits and emerging risk exposures (credit attributes, geography, product/investor mixes)., • Develop early warning indicators that proactively identify deteriorating performance (e.g., delinquency migration, geographic stress, valuation drift, policy exception trends)., • Track portfolio risk related to market shifts (home price changes, rate environment, regional decline signals) and quantify impact to credit outcomes., • Order, track, and report refreshed collateral values across the portfolio; analyze LTV migration and identify segments with increasing collateral risk., • Partner with servicing/operations to ensure collateral refresh processes are auditable, timely, and decision-relevant., • Conduct gap analyses across investor guidelines and product types; translate guideline differences into data-backed recommendations for eligibility rules, overlays, and workflow controls., • Review loan defects, exceptions, and deficiencies; perform root-cause analysis and quantify performance impact (loss, repurchase, cycle time, fallout)., • Create a closed-loop learning system:, • Identify drivers of performance (risk and profitability), • Recommend strategy changes (policy, pricing, operational controls, product), • Implement with partners, • Measure results via before/after analysis, monitoring, and clear success metrics, • Partner with Product, Data Engineering, and business stakeholders to deliver analytics solutions (dashboards, metric definitions, datasets, alerts) with strong documentation and governance., • Lead the execution of analytics initiatives using structured project practices (requirements, timelines, stakeholder communication, UAT, rollout)., • Ensure data integrity: metric definitions, reconciliations, QA checks, and consistent reporting across teams., • Portfolio analytics expertise: segmentation, vintage analysis, trend attribution, and performance driver identification., • Decision science mindset: hypothesis-driven analysis, measurement design, and quantifying trade-offs (risk vs. growth vs. profitability)., • Data rigor: reconciliation discipline, metric governance, documentation, and repeatable processes., • Business translation: turning analysis into clear actions for underwriting strategy, policy changes, and operational improvements., • Influence without authority: partnering across Underwriting, Ops, Compliance, Capital Markets, and Product to implement change., • Execution strength: delivering analytics products (dashboards, datasets, alerts) reliably and improving them over time., • Advanced degree (MS/MBA/PhD) in a quantitative field., • Familiarity with modern data stacks (e.g., Snowflake/BigQuery/Redshift, dbt, Airflow) and version control (Git)., • Experience supporting capital markets needs: investor reporting, securitization support, due diligence, credit tape analysis, and guideline overlays., • Experience designing and evaluating policy tests/experiments (A/B testing where applicable, quasi-experimental measurement, monitoring for unintended impacts)., • Tools: JIRA/Confluence, Airtable, and project planning practices for analytics delivery.

Competitive salary and excellent benefits! This Jobot Job is hosted by: Heather Burnach Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $125,000 per year A bit about us: We are a recognized leader in the refining industry. We own and operate three refineries located in Lake Charles, LA.; Lemont, IL.; and Corpus Christi, TX, and wholly and/or jointly owns 38 active terminals, six pipelines and three lubricants blending and packaging plants. Our Commercial Risk & Pricing team is responsible for ensuring that Supply & Trading activity is appropriately classified, measured, and controlled for Risk. We are looking to bring on an experienced data driven Risk Analyst. Why join us? • Options are department and/or location specific, • 9/80 Work Schedule Option (where applicable), • Annual Vacation Incentive (40-120 hours of additional pay) for Eligible Employees, • Paid Vacation Time, • Company-Paid Holidays, • Caregiver Leave, • Excellent 401(k) Match, • Pension Plan, • Company-Paid Sick Leave and Long-Term Disability, • Medical, Dental, & Vision Plans; FSA and HSA options, • Company-Paid Life Insurance for Active Employees, • Healthy Rewards Program, • Service Awards Program, • Educational Assistance Plan, • Dependent Children Scholarships, • Reimbursement for Gym Membership, • Employee Discount Programs, • On-site Health Clinic (select locations), • On-site Cafeteria (select locations), • On-site Credit Union and ATM (Corporate office only), • On-site Fitness Center (select locations) Job Details As a member of this team (Associate Analyst, Analyst, or Senior Analyst) you will be responsible for analyzing one or more portfolios and reporting on risk exposure and mark-to[1]market P/L on a daily basis. You should be comfortable working with various roles in the front-, mid-, and back-offices, including traders, schedulers, and finance and accounting professionals. Emphasis will be placed on the timeliness, completeness and accuracy of your analysis and reporting. Minimum Qualifications • Bachelor’s degree required, • 2 – 7 years of professional work experience in Finance, Accounting, Risk, Operations or Trading on a commodity trade floor, or Masters (or greater) degree equivalent in a relevant field of study (MBA, Energy Risk Management, Data Analytics, etc.), • Proficiency with ETRM systems (ION RightAngle, etc.) and/or analytics tools (Power BI, Alteryx, etc.), • Publish daily mark-to-market P/L and risk exposure position reports to the front office and executive management., • Monitor mark-to-market P/L and risk exposure positions against internal limits and controls. 20%, • Provide commentary to explain daily mark-to-market change, including curve shift and new or changed deal activity., • Contribute to accurate measurement (including confirmation of prices and risk positions) and troubleshooting of value-at-risk for your portfolio(s)., • Contribute to excellence and continuous improvement in risk reporting processes, including development of new tools, deployment of new technologies, etc., • Train and develop less experienced analysts in risk processes and systems. 10%, • Display ETRM system expertise and thorough understanding of valuation inputs and troubleshooting Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Come join something special, something better. Excellent growing SaaS Company offering competitive salary, great benefits, tons of perks and offerings! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $115,000 per year A bit about us: Join our exciting fast paced company as a Senior Analyst, Corporate FP&A! This is a fantastic opportunity to make a significant impact within a growing company, while also gaining exposure to senior leadership and strategic decision-making. This role will be responsible for overseeing financial planning and analysis, providing strategic insights and recommendations to senior management, and playing a pivotal role in guiding the financial decisions of the company. The ideal candidate must have a strong understanding of SaaS business models and key metrics, as well as a proven track record in financial modeling and analysis. Why join us? Fantastic benefits. • Flexible hybrid schedule (choose your days, half day Summer Fridays), • Medical, Dental, Vision, and Life Insurance plus AD Disability Insurance, • Retirement Plan, • Paid Time Off and Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs) Job Details Responsibilities 1. Drive the financial planning and budgeting processes for the company, working closely with various department heads to develop and refine their budgets and forecasts., 2. Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets., 3. Identify, track, and analyze key metrics that impact the business., 4. Develop and maintain complex financial models to support decision making related to complex business issues including valuation, forecasting, and scenario analysis., 5. Prepare monthly, quarterly, and annual financial reports for management and board of directors., 6. Manage and develop automated reporting and forecasting tools., 7. Provide strategic financial input and leadership on decision-making issues affecting the organization., 8. Evaluate and advise on the impact of long-range planning, introduction of new programs/strategies, and regulatory action. Qualifications: 1. Bachelor's degree in Finance, Accounting, Economics or a related field. MBA or equivalent is preferred., 2. Minimum 5 years of experience in financial planning and analysis, preferably in a SaaS business., 3. Proven experience with financial modeling, budgeting, and forecasting., 4. Strong understanding of SaaS business models and key metrics., 5. Excellent analytical and problem-solving skills, with the ability to be detail-oriented while also seeing and understanding the big picture., 6. Strong proficiency in Excel and financial software applications., 7. Ability to work effectively in a dynamic, changing environment and to adapt while focusing on key goals and objectives. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Company Overview Spreo Capital is a rapidly expanding private mortgage lender specializing in bridge, renovation, ground-up construction, and DSCR loans for residential and multifamily investors. Spreo Capital funds individual loans up to $8 million across single-family, 2–4-unit, condo and multifamily properties. The Company’s mission is to empower real estate investors through flexible, fast and relationship-driven private financing. Learn more at spreocapitalpartners.com The Opportunity We are seeking a motivated and driven individual to join our Sherman Oaks, CA office as an Analyst on the Credit Team. The Credit Analyst will be responsible for the due diligence, underwriting and final structuring for all RTL packages within the Spreo Capital platform. The position will provide the candidate with the opportunity to develop a deep understanding of responsible private lending through loan structure, credit analysis, and capital markets management. The successful candidate will be looking to grow with the company. Ideal candidates will hold a bachelor’s degree and 2–5 years of experience in credit/underwriting, loan structuring, real estate valuation, mortgage lending and/or real estate. Key Responsibilities · Evaluate loan structure and credit guidelines to ensure compliance with lending & underwriting standards · Research sales and rental comparables for multifamily and residential real estate valuation analysis · Manage and review appraisal orders to uphold compliance with internal valuation standards · Analyze project construction budgets to ensure feasibility and compliance with lending program guidelines · Perform and review all due diligence required to evaluate the borrower and asset · Work closely with internal partners to assist in moving loans from initial prescreening through funding · Structure and underwrite DSCR loans for adherence with investor guidelines · Complete loan portfolio reporting and overall data management · Work within Lending Wise to ensure loan data integrity. · Other Ad-Hoc projects as assigned Qualifications · 2-5 years of relevant experience in Credit/Underwriting, Loan Structuring, Real Estate Valuation, mortgage lending, and/or Real Estate · Bachelor’s degree (preferably in finance, Business or related field) · Ability to analyze complex loan structures and real estate development projects · Strong written and verbal communication skills · Proficient in MS Word and Excel · Data analysis and visualization skills a plus · Private money and construction lending experience a plus Compensation & Benefits · Competitive Base Salary (From $75,000 to $85,000 per year) · Generous discretionary bonus compensation. · Exceptional growth opportunities in a fast-scaling company committed to internal promotions. This role is a steppingstone to long-term advancement in sales, credit, closing or senior client management positions. · Ongoing training and professional development opportunities · Comprehensive Medical, Dental, Vision and 401(k) benefits Why Join Spreo Capital? · Thrive in a fast-paced environment within a booming industry. · Build a true career in Credit, gain develop a deep expertise in valuation and underwriting. · Join a dynamic team with a culture that celebrates success and collaboration. Apply Now If you are looking for an opportunity for a career in private lending and are up to the challenge, you are welcome to apply… Work Location: This is four (4) days a week in-office role at 15250 Ventura Boulevard, Sherman Oaks, CA. Remote work optional on Fridays.

The Oracle Cloud Senior Business Analyst will serve as a key functional resource for The Chemical Guys’ Oracle Fusion Cloud ERP, specializing in Supply and Demand Management, Costing, and related Supply Chain Planning functions. This individual will be responsible for resolving day-to-day user requests, driving process improvements, implementing enhancements, and optimizing business operations through Oracle Fusion Cloud ERP. Position Description: · Elicit, analyze, validate, and document business requirements for Supply and Demand Management and Costing processes, and map those to Oracle Fusion Cloud ERP features and functions. · Serve as the liaison between business stakeholders, operations, and IT to define system processes supporting demand planning, supply planning, and product costing. · Configure and support Oracle Supply and Demand Planning, Cost Accounting, and Inventory Valuation to ensure accurate and timely visibility into supply, demand, and cost data. • Identify gaps in the current Oracle Fusion implementation and recommend design or configuration changes to optimize forecasting accuracy, supply planning efficiency, and cost transparency., • Lead and support data integrity initiatives for item costs, resource rates, overhead absorption, and supply plan parameters., • Partner with Planning, Manufacturing, Procurement, and Finance to implement end-to-end planning and costing solutions aligned with business goals., • Analyze forecast accuracy, inventory turns, and cost variances; develop dashboards and reports to provide insights into supply chain performance., • Provide functional support to end users, including root cause analysis for planning exceptions, cost discrepancies, and supply plan failures., • Collaborate with Oracle Support and external partners to resolve issues across integrated systems including Procurement, Inventory, and Manufacturing. Required Skills: • Bachelor’s degree in Business, Supply Chain Management, Accounting, or related field., • 6+ years of experience as an Oracle Cloud Business Analyst, with at least 3 years focused on Supply and Demand Management and/or Costing modules., • Expert-level knowledge of Oracle Fusion Supply and Demand Planning, Cost Management, and Inventory Management., • Strong understanding of Planning Data Collections, Forecast Consumption, Supply Plan Configuration, and Cost Accounting sub-ledger integration., • Experience with at least two full-cycle Oracle Cloud ERP implementations., • Proficiency in process mapping, data analysis, and root cause problem-solving., • Familiarity with Oracle reporting tools such as OTBI, BI Publisher, and Smart View., • Strong communication and interpersonal skills, with the ability to translate business requirements into technical solutions., • Self-motivated and able to work independently in a dynamic, cross-functional environment. First Year Deliverables · 3 months: • Gain comprehensive understanding of The Chemical Guys’ planning and costing business processes and Oracle configurations., • Build relationships with business users in Operations and Finance., • Document current-state planning and costing data flows. · 6 months: • Demonstrate proficiency in managing Supply and Demand Plans and Cost Accounting setups in Oracle Fusion., • Deliver process improvement recommendations to enhance forecast accuracy and costing transparency., • Proactively resolve user support requests and planning exceptions. · 12 months: • Recognized as the internal subject matter expert for Oracle Supply and Demand Management and Costing modules., • Lead functional design efforts for new planning scenarios, cost structure changes, and ERP enhancements., • Deliver measurable improvements in supply chain visibility, cost accuracy, and process efficiency. Position Location: Torrance, CA - hybrid (3 days a week in office) Direct Reports: None Reports to: CIO Compensation Range: $180 - $190k annually Job Type: Full-time

RETS has been engaged by our client, a growing industrial owner and developer, to recruit a best in class Acquisitions Associate for their team in Los Angeles, CA. This is a dynamic environment seeking a strong analytical professional with a desire to touch a lot of deals and be a part of a talented team. You will be responsible for: • Collaborating with small deal team to analyze and execute real estate investments;, • Performing extensive financial modeling, including scenario and sensitivity analysis; development of sources and uses, discounted cash flows, promoted and carried interests;, • Participating in all aspects of investment transactions, as requested by team members;, • Conducting due diligence, including environmental and physical studies, insurance, property tax research; drafting investment committee memos;, • Collaborating with the firm's partners before and after acquisitions;, • Traveling to visit potential and existing investments, as needed. Ideal Candidates MUST Possess: • 2-3 three years experience as a commercial real estate analyst for an investment bank, developer or private equity firm;, • Bachelor's degree from a top tier university with a strong GPA, • Expert knowledge in Excel and the overall financial valuation and modeling process; Argus is a plus. You will be tested;, • Solid understanding of and ability to model capital structures, including senior debt, mezzanine debt, preferred equity, and common equity;, • Ability to assess qualitative and quantitative characteristics of properties and/or investments;, • Outgoing personality with the drive to succeed and natural curiosity. Compensation: $150k+ DOE

Job DescriptionSalary: $100,000 - $120,000/annual FIRM OVERVIEW: Stockdale Capital Partners is a vertically integrated real estate investment firm with a 30-year history of investing in commercial real estate across asset classes throughout the U.S. The firm invests in opportunistic and value-add strategies across all property types and currently manages over $3 billion in AUM on behalf of several legacy joint ventures as well as four (4) discretionary funds. The firm is actively investing out of its second discretionary opportunity fund, which held its final close in Q1 2025 at over $700 million. Further, the firm is actively raising capital for its open-ended medical office vehicle (current AUM of $160 million), and launching value-add discretionary vehicles in the retail and multifamily sectors. Headquartered in Los Angeles, the firm has seven offices and over 100 employees. JOB OVERVIEW: The Analyst will play an important role in supporting the evaluation and execution of acquisitions & developments alongside senior management. You will be involved in all aspects of the deal process including financial analysis, market research, due diligence, financing, business plan development, and closing • Build and maintain detailed financial models utilizing Excel and Argus for acquisition and development projects that incorporate various scenarios and sensitivity analyses, • Assist in negotiations with lenders and investors through the analysis of various capital structures and cash flow distribution waterfalls, • Perform in-depth research on markets, comps, and development sites, • Review offering memorandums, tour properties, and interface with brokers, • Prepare presentations and materials for the investment committee, investors, and lenders, • Manage due diligence, including the analysis and review of market data, financial statements, development budgets, 3rd party reports, and legal documentation, • Coordinate closings of transactions and correspondence between internal departments and external parties, • Support asset management activities, including repositioning strategies, refinancings, and dispositions QUALIFICATIONS: • Excellent undergraduate record, • 1-2 years of work experience in either a transaction-oriented real estate role (private equity, acquisitions, development, structured finance, investment sales) or advanced financial role (investment banking, management consulting, Big 4 accounting), • Basic knowledge of real estate finance, valuation, and capital markets, • An aptitude for financial modeling, research, and underwriting of investments, • Experience with Argus is preferred, but not required, • Strong critical thinking with resourceful problem-solving skills, • Meticulous attention to detail and pride in their work, • Superior organizational skills and the ability to prioritize and manage multiple workstreams, • Thoughtful presentation and communication skills with the ability to think like an investor and articulate assumptions, conclusions, and recommendations from their analysis, • The ability to positively represent the company in the market and with third parties Additionally, ideal candidates will be team players suited to work within an entrepreneurial, collaborative culture. The firm is on an exciting growth trajectory, necessitating the need for self-motivated and proactive individuals with an ability to work independently and a strong desire to learn. The job is in-person, full-time in the firms West LA, Manhattan, or Dallas office and will entail occasional travel.

Job DescriptionDescriptionWe are seeking an Actuarial Senior Analyst who thrives on independent thinking and enjoys building models and analyses from the ground up. This role offers the opportunity to leverage your healthcare and actuarial expertise to contribute to our leading position in the value-based care revolution. This role will report to the Senior Manager, Actuary and is open for remote work. Our Values: • Put Patients First, • Empower Entrepreneurial Provider and Care Teams, • Operate with Integrity & Excellence, • Be Innovative, • Reserving: Develop and maintain actuarial models to estimate liabilities for Incurred but Not Paid (IBNP) claims across all lines of business (Medicare, Medicaid, and Commercial)., • Financial Planning and Analysis: Support budgeting and forecasting by maintaining and improving P&L models and forecasting tools, as well as developing new tools to identify emerging trends and improve predictive accuracy., • Cost Trend Evaluation: Manage the Actuarial Trend Model used in operational and financial decision-making and analyze healthcare utilization patterns and cost trends to identify areas for improvement and opportunities for cost savings., • Actuarial Studies: Develop actuarial studies relating to items such as seasonality, high claim predictive modeling, trend, and inventory levels., • Audit and Reporting: Maintain, develop, and create ad hoc audit documentation in support of a public company, adhering to SOX compliance standards., • Infrastructure Development: Build robust analytical infrastructure, including comprehensive reports and dashboards, to monitor expense experience., • Cross-Functional Collaboration: Work closely with teams across ACO, Analytics, Data, Finance, M&A, Contracting, Medical Economics, and Operations., • Ad Hoc Analysis: Support a fast-growing company with diverse actuarial projects and requests as they arise., • FSA or ASA credentials or near attainment of ASA credentials., • 3+ years of experience in actuarial roles., • 1+ years of experience in VBC or VBC adjacent roles, • Advanced knowledge of Microsoft Excel., • Intermediate knowledge of SQL., • Proficiency and desire to build actuarial models from scratch., • Comfortable working on a small team in a fast-paced environment.Preferred Qualifications:, • Understanding of the actuarial continuum (both pricing/forecasting and valuation/reserving)., • Experience with a variety of different LOBs., • Experience producing public financial reports., • Experience working on the provider side of healthcare., • Experience with Databricks, Python., • Experience in the California healthcare market., • This position has the option to be remotely based in the U.S. Conversely, candidates can choose to work in a hybrid fashion and work through the Alhambra, CA, Las Vegas, NV, or Houston, TX Astrana Health offices., • The hiring manager for this role sits in the Eastern Time Zone, while many of the business partners work on Pacific Time., • The total compensation target pay range for this role is: $100,000 – $135,000. Actual compensation will be determined based on geographic location (current or future), experience, and other job-related factors. Additional Information: The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change

Job Description Our client, an independent and rapidly expanding boutique investment bank in Los Angeles, is seeking to appoint an Investment Banking Associate to join its growing team. Built by experienced middle-market bankers with strong ties to the Los Angeles deal community, the firm is in an exciting stage of development and is building a high-performing team to support an active and expanding transaction pipeline. The business is primarily focused on lower middle market sell-side M&A, while also advising on debt capital raises and selected buy-side mandates. Its client base is made up largely of entrepreneur-led businesses across a variety of sectors, including technology, consumer, and business services. This opportunity offers the chance to join at an early stage and work alongside accomplished bankers who are focused on building the firm with a long-term, quality-driven approach. Our client is looking for a motivated, commercially minded Associate who is eager to develop alongside the platform. The Role Our client is hiring an Investment Banking Associate to serve as a key member of the deal team, positioned between the Vice President and Managing Director levels. This is a broad, hands-on role rather than a narrowly focused sector position, offering exposure across multiple industries and transaction types from the outset. Key Responsibilities • Review analyst output and help uphold a consistently high standard of accuracy, professionalism, and presentation quality, • Draft and refine client materials such as pitch books, teasers, CIMs, management presentations, buyer lists, and process communications, • Support origination activities through pitch development, market mapping, target identification, and outreach efforts, • Support execution across M&A, capital raising, and strategic advisory assignments from initial pitch through closing, • Manage diligence processes, virtual data rooms, diligence trackers, and coordination across clients, counterparties, legal advisors, and other stakeholders, • Contribute to broader firm-building initiatives, including recruiting, training, and process improvement efforts, • Conduct company, industry, buyer, and investor research to help inform transaction positioning and business development, • Strong written and verbal communication skills, with the ability to create polished, client-ready materials, • 2–6 years of investment banking experience with meaningful exposure to sell-side M&A, capital raising, or strategic advisory work, • Undergraduate degree with a strong academic record, • Ability to work with urgency, manage multiple workstreams, and remain composed in a fast-paced environment, • Excellent financial modeling and valuation capabilities, • Demonstrated experience supporting transactions from pitch phase through closing, • Proficiency in Excel, PowerPoint, PitchBook, and other standard investment banking tools, • Series 79 and 63 licenses, • Base Salary: Up to $150,000 (commensurate with experience), • Performance Bonus (tied to deal activity and firm performance), • Leave: Unlimited PTO Equal Employment Opportunity Statement: Both Haldren and our clients are Equal Opportunity Employers. For all positions, whether with Haldren or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. Commitment to Diversity: Haldren and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. Reasonable Accommodations: Both Haldren and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. Compliance with Laws: Both Haldren and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Workplace Harassment: Both Haldren and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. E-Verify Participation: Haldren and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. Privacy and Pay Equity: • Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available., • Rhode Island: We do not request or require salary history from applicants., • Connecticut: We provide wage range information upon request or before discussing compensation. Genetic Information: In accordance with federal and state laws, both Haldren and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. Local Laws: Both Haldren and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. Note: This job posting may be for a position with Haldren or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

Job Description Overview Formed in 1972, Related is the most prominent privately-owned real estate firm in the United States. Headquartered in New York City, the company has offices and major developments across the world. Related owns and manages a premier portfolio of assets valued at over $70 billion, including the 28-acre Hudson Yards neighborhood on Manhattan’s West Side. Related believes in investing in its talent and cultivates a positive, team-oriented environment where every voice is valued. Employees are encouraged to boldly take on new challenges, transcend the status quo, and demonstrate strong entrepreneurial spirit. In its relentless commitment to excellence, Related works to foster an innovative approach in its team members so that they can positively impact the communities in which they conduct business. Learn more about Related at . Divisional Overview Related Affordable leads the company’s efforts to preserve and improve the nation’s affordable housing stock. Affordable housing acquisitions and development have been the foundation of Related since the company was founded. Today, Related Affordable owns and oversees one of the largest affordable housing portfolios in the nation. The company is driven by the belief that everyone deserves a quality home and works hard to deliver that for communities across the country. Learn more about Related Affordable at . For information about how we use your personal information, including information submitted for career opportunities, please review our Privacy Policy at . Responsibilities The Analyst/Associate will focus on all aspects of affordable real estate acquisitions and development including financial analysis and modeling, site acquisition, due diligence, governmental agency communication and funding applications, legal document review and negotiation, and community and resident engagement. The Analyst/Associate will prepare detailed financial analyses and models including those for transaction underwriting and will provide key takeaways to business units, corporate finance, and senior management. Essential Duties and Responsibilities: • Support the Deal Team Leader in all aspects of affordable housing acquisitions, financing, and development., • Complete financial modeling and facilitate presentations with a focus on property valuation using a range of capital structures and financing tools unique to affordable housing., • Compile and review due diligence information including financial, market, demographic, site, federal, and state regulatory data., • Validate and defend budgets, assumptions, and pro-forma analysis, including the identification of challenges inherent to a given project., • Communicate with investors, lenders, brokers, property managers, and industry consultants., • Draft and complete applications and documentation necessary for debt and equity financing, property purchase and sale, government subsidies, and rental contract maintenance., • Engage in community and resident outreach initiatives to tailor property improvements and services to meet the needs of neighborhoods and residents., • Engage with internal Deal, Construction, Community Engagement, and Portfolio, Asset, and Property Management teams to ensure wholistic measures of success are executed in each deal., • Manage workflow and task completion across various teams and departments., • Demonstrates an ability to project manage key components of deal or project, spanning from initiation to completion, • Demonstrates strong problem-solving skills, identifying the root causes of issues, and leveraging prior experience and education to derive creative and impactful solutions., • Communicates effectively with a demonstrated ability to maintain strong relationships with diverse stakeholders, including internal leaders and colleagues, investors, lenders, local communities, and government agencies., • Exceptional financial modeling skills., • Well-developed and adaptable writing skills., • Exceptional time management, organizational, and prioritization skills, as well as acute attention to detail; showcasing the capacity to excel in a fast-paced environment while successfully managing multiple projects and competing priorities., • Entrepreneurial mindset, contributing new insights and perspectives that may lead to innovative ideas and approaches. The anticipated base salary range for this position is listed below. In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives and a comprehensive benefits package. Anticipated base salary range: $100,000 - $150,000 Actual base salary within the anticipated range will be determined by several components including, but not limited to, the individual's experience, skills, qualifications, and market factors. Qualifications Education and Experience: • A Bachelor’s degree required; MBA, Master of Public Policy or MRED preferred, • 2 - 5 years of professional experience, preferably in a banking or real estate environment., • Ideal candidate will have experience with LIHTC and/or affordable housing finance, • Adept at financial analysis with robust quantitative and modeling skills., • Proficient in the standard suite of office applications and advanced proficiency in Microsoft Excel., • Flexibility to travel and work outside standard business hours as needed #TRC #LI-RB1 #Onsite

Job DescriptionDescriptionVenturi Astrolab, Inc. (Astrolab) is pioneering new ways to explore and operate on distant planetary bodies. We are singularly focused on designing, building, and operating a fleet of multi-purpose commercial planetary rovers to extend and enhance humanity’s presence in the solar system. We are seeking motivated, creative, and exceptional people to join our world-class team. Our Growth Team catapults Astrolab's mission forward by fusing market insights, product innovation, strategic business development, bold marketing, and mission orchestration to conquer new planetary frontiers and redefine space mobility. As Market Analyst, you will play a pivotal role in conducting in-depth research on trends, positioning, needs, and pricing to inform business development (BD) and product decisions directly. You will blend rigorous analysis with creative foresight to help us stay ahead of the curve, crafting reports and recommendations that drive revenue and innovation. You'll collaborate across functions to turn data into stories that resonate, ensuring our offerings align perfectly with market demands. You're detail-oriented, proactive, and passionate about turning numbers into narratives that shape our future. This is a unique opportunity to work at the cutting edge of space exploration technologies with a world-class team focused on building the infrastructure to enable the exploration of the solar system. What you'll do: • Lead comprehensive market research and analysis, including trend forecasting, competitor benchmarking, customer segmentation, and pricing strategy evaluations to guide BD and product roadmaps, • Develop and execute data-driven insights reports, dashboards, and models that quantify opportunities and risks, providing clear recommendations for cross-functional teams, • Collaborate with BD, product, sales, and leadership to integrate market intelligence into go-to-market strategies, feature prioritization, partnership evaluations, and proposals, • Monitor industry shifts, regulatory changes, and emerging technologies through secondary research, surveys, and stakeholder interviews to maintain a competitive edge, • Refine and optimize pricing models based on customer elasticity, competitor actions, and value-based assessments to maximize profitability and market share, • Partner with marketing and content teams to disseminate insights via compelling visualizations, presentations, and storytelling that influence decision-making, • Track and measure the impact of market-informed initiatives, delivering ROI metrics and performance analyses to advocate for resource allocation, • Solid foundation with 3-5+ years of experience in market research, competitive intelligence, or analytics roles: We're building a data-centric culture where insights directly fuel growth. Show us your track record in delivering actionable analysis that has influenced BD wins, product pivots, or pricing optimizations—backed by KPIs linked to growth objectives, • Strategic curiosity with a data-first mindset: You anticipate market evolutions and thrive on connecting dots between customer pain points, trends, and business levers. A unique lens on the space industry is a major plus, • Balance of analytical depth and communication finesse: Comfortable with relevant tools but equally adept at translating complex findings into executive summaries or workshop facilitation, • Adaptable and collaborative spirit: You roll up your sleeves in fast-paced environments, iterate based on feedback, and build trust through reliable, unbiased insights, • Be a strategic thinker with an in-depth understanding of global space and defense markets and competitive dynamics, • Be self-driven and relentlessly proactive. You don't need someone to tell you to "move". You just move. We'd rather have to tell you to slow down than to speed up, • Have strong analytical aptitude and horsepower. You intuitively think about problems in terms of numbers, and you can execute analyses quickly, • Be passionate about identifying and prioritizing high-impact partnerships through rigorous analytical frameworks and excited to collaborate across multiple functions to translate market intelligence into concrete business opportunities, • Be comfortable communicating broadly and having a lot of eyes on your work. This role will at-times require comms to large groups and senior leadership, • Space, aerospace, or deep-tech experiencePREFERRED QUALIFICATIONS, • Completed an MBA or technical degree, • Experience developing financial and valuation models, • Prior experience in market analysis, market competitive intelligence, or equity researchADDITIONAL RESPONSIBILITIES, • Willingness to travel up to 15% for industry events, partnership meetings, and conferences., • Join a team of best-in-class engineers building the foundation of planetary surface exploration, • Equity ownership in the company, • Comprehensive health benefits, including medical, dental, vision, and mental health support, • 401(k) plan with company match, • Flexible PTO and parental leave, • Home office set up reimbursement, • Fully flexible and remote friendly work environment, • Weekly lunch stipend, plus complimentary snacks and beverages on-site, • Once a month social hour on-site with food and drinks

Job DescriptionABOUT CIM GROUP:CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today! POSITION PURPOSE: The Sr. Data Analyst is responsible for extracting, transforming, validating, and analyzing investment performance data to support the firm's alternative investment reporting and decision-making processes. Working closely with the Data Steward, this role executes day-to-day data operations across fund structures, track record calculations, and investor deliverables. The Sr. Data Analyst serves as a key contributor to data quality initiatives, helping ensure accuracy and consistency of performance metrics across the investment hierarchy. This position offers exposure to real estate private equity operations, institutional investor reporting, and enterprise data modernization initiatives—providing an excellent foundation for career growth in investment data management.RESPONSIBILITIES:Data Extraction & Transformation • Extract performance data from source systems including Yardi, Salesforce, and internal databases. using SQL queries and data export tools., • Use Databricks to ingest structured and unstructured data for investment analysis and reporting., • Transform and normalize data from multiple sources to create unified datasets for performance reporting and analysis., • Develop and maintain automated data pipelines and ETL processes to improve efficiency and reduce manual data handling., • Prepare and format data files for NCREIF (NFI) and MSCI benchmark submissions under the direction of the Data Steward., • Support AUM/EUM data collection processes, ensuring completeness and accuracy of assets under management reporting., • Document data sources, transformation logic, and business rules for all recurring data processes.Performance Calculations & Analysis, • Calculate and validate investment performance metrics including IRR, MOIC, DPI, RVPI, TWR, and GAV/NAV at property, investment, and fund levels., • Support Track Record construction by preparing data inputs and performing data transformations related to financial performance metrics., • Assist with multi-level return aggregation calculations, ensuring accurate roll-up from property through investor levels., • Perform variance analysis to identify discrepancies between calculated performance and source system data., • Build and maintain Excel-based models and templates for recurring performance calculations and ad-hoc analysis., • Generate performance dashboards and visualizations using Domo, Power BI, Tableau, or similar tools to support stakeholder reporting needsData Quality & Validation, • Execute data validation checks and reconciliations to ensure accuracy of performance data across systems and reports., • Identify, document, and escalate data quality issues to the Data Steward with recommended remediation actions., • Reconcile calculated performance metrics to Yardi Investment Accounting (IA) module outputs., • Support quarterly and annual close processes by validating performance data used in investor reporting and financial statements., • Work with the Data Steward to implement Data Governance through Databricks Unity Catalog. Maintain data quality scorecards and exception logs to track resolution of identified issues.Investor Reporting Support, • Prepare data inputs and supporting schedules for Partner Reports, quarterly investor letters, and annual reports., • Assist with Due Diligence Questionnaire (DDQ) responses by compiling performance data, track record exhibits, and supporting documentation., • Support ad-hoc data requests, ensuring timely and accurate responses., • Compile capital account data and investor allocation details for reporting packages in compliance with ILPA standards., • Maintain organized files and audit trails for all investor deliverables to support compliance and regulatory requirements., • Assist with preparation of disclosures and footnotes for investor communications.Systems & Process Improvement, • Support data modernization initiatives by assisting with current-state documentation, target-state data mapping, and UAT testing., • Assist with interpretation and migration to target-state data platforms., • Identify opportunities to automate manual processes and improve data workflow efficiency., • Collaborate with Data Engineering and Platform teams on requirements gathering and testing for new data pipelines., • Maintain and update process documentation, standard operating procedures, and training materials., • Participate in system implementation projects, including requirements definition, testing, and user acceptance.Cross-Functional Collaboration, • Partner with business teams to collect and validate operational metrics and perform data reconciliations to resolve discrepancies., • Support teams with data requests for financial reporting, valuation support, and deal analytics., • Participate in cross-functional working groups and project teams., • Build effective working relationships with stakeholders across Investments, Finance, and Operations to understand data needs.EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)Education & Experience, • Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Information Systems, or related field., • 2–4 years of experience in data analysis, financial reporting, or investment operations; internship experience considered for entry-level candidates., • Exposure to private equity, real estate, or alternative investments preferred; traditional asset management or fund administration experience also valued., • Understanding of accounting principles and financial statement concepts., • Progress toward or interest in CFA, CAIA, or CPA designation.Technical Skills, • Advanced Excel proficiency required: pivot tables, VLOOKUP/XLOOKUP, INDEX-MATCH, Power Query, and complex formulas., • SQL experience required: ability to write queries to extract, filter, join, and aggregate data from relational databases., • Experience with data visualization tools (Domo, Power BI, Tableau, or similar) for dashboard creation and reporting., • Familiarity with Python or R for data manipulation and analysis preferred; willingness to learn required., • Experience with Yardi or other real estate/investment management systems a plus., • Strong analytical and problem-solving skills with exceptional attention to detail., • Ability to work with large datasets and identify patterns, anomalies, and data quality issues., • Excellent organizational skills with ability to manage multiple priorities and meet deadlines., • Strong written and verbal communication skills; ability to explain data findings to non-technical audiences., • Intellectual curiosity and eagerness to learn investment concepts, fund structures, and performance measurement., • Self-motivated with ability to work independently while knowing when to escalate issues., • Collaborative mindset and willingness to support team members across functions., • High degree of integrity and commitment to data accuracy and confidentiality.Preferred Qualifications, • Understanding of investment performance metrics (IRR, MOIC, TWR) and how they are calculated., • Familiarity with fund structures, waterfalls, and investor allocation methodologies., • Experience with NCREIF, MSCI, or other industry benchmark data submissions., • Knowledge of ILPA reporting standards and institutional investor DDQ processes., • Exposure to data governance concepts, data dictionaries, and metadata management., • Experience with modern data platforms (e.g., Databricks, Snowflake) or cloud-based analytics tools., • A variety of Medical, dental, and vision benefit plans, • Health Savings Account with a generous employer contribution, • Company paid life and disability insurance, • 401(k) savings plan, with company match, • Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave, • Up to 16 hours of volunteer time off, • Up to 16 weeks of Paid Parental Leave, • Ongoing professional development programs, • Wellness program, including monthly and quarterly prizes

Financial Analyst & ControllerLos Angeles, CA | Full-Time | 5 Days in Office DTLA | $130kAbout the RoleWe are one of the fastest growing brands in our category. Our financial foundation is strong. We have a seasoned bookkeeping team, active founder and COO involvement, and experienced senior marketing leadership in place. What we need now is a sharp Financial Analyst & Controller who can bridge finance, marketing, and operations to ensure every major decision is backed by accurate, real-time data.The infrastructure is here. You are not starting from zero but you already understand how a fashion or CPG brand operates. You know what a pre-order does to revenue recognition, why CNY buying cycles matter, and how a 3PL chargeback shows up in the P&L. You are coming in to sharpen what we have and build the financial discipline to take us to the next level.This role reports directly to the COO. Day-to-day you will work closely with our Founder, Demand Planning and Marketing teams, partnering to ensure financial decisions are grounded in commercial reality. You will manage our external bookkeeping agency and one internal contractor, keeping both focused and on track.Key ResponsibilitiesRe-Forecasting & Financial Agility Own mid-month re-forecasting when actuals shift significantly against plan, with fast downstream impact analysis across inventory, OpEx, and cash. Establish a clear re-forecast trigger threshold and a defined turnaround process so leadership has updated visibility quickly. Build and maintain rolling forecasts that reflect actual business cadence, not just monthly snapshots.Inventory & COGS Granularity Partner with our bookkeeping agency to ensure SKU-level landed costs, COGS, shrinkage, and warehouse chargebacks are accurately reflected in the P&L and balance sheet. Clarify and maintain ownership boundaries between this role and our bookkeeping agency. Ensure inventory valuation methodologies are consistently applied and auditable.Demand Planning Pressure Testing Work alongside our in-house demand planner to pressure test monthly buying assumptions against the broader forecast, cash position, and margin targets. Challenge both volume and timing, identifying where we may be over or under buying on specific SKUs, and whether stock is arriving too far ahead of launch. Quantify the cash flow, margin, and working capital impact of demand planning misses, particularly around Chinese New Year buying cycles.Marketing Budget & Department Accountability Partner directly with our VP of Marketing and Senior Director of Marketing to ensure every marketing decision is backed by accurate, real-time financial data. Build the financial framework that holds marketing accountable to their own projections, ensuring assumptions behind incremental spend requests are realistic and tie back to the broader plan. Monitor and audit marketing budget and spend on an ongoing basis, flagging variances early. Set department-level budgets for a business growing at 2x+ year over year. Prior year numbers are not a useful baseline and zero-based or driver-based approaches will be required.Strategic Growth Analysis Build and own an 18-month budget with a detailed revenue breakdown by channel, developed in partnership with our executive marketing team and tied directly to our revenue goals. Model the financial case for geographic expansion into new markets, determining when and in what sequence we enter each, with the data to back the decision before we commit. Plan wholesale channel growth by partner and by timing, with clear visibility into the margin and cash implications of each new relationship. Build decision-support models that give leadership clear answers, not just options. Support our growth plan with scenario modeling that gets ahead of capital, margin, and operational constraints before they become problems.What We Are Looking For 3 to 5 years in FP&A, financial analysis, or a controller role, ideally in a high-growth DTC, e-commerce, or consumer brand environment. Solid understanding of inventory-heavy P&Ls and how landed costs, COGS, and warehouse operations flow through the financials. Strong modeler who can build clean, flexible forecasts quickly and knows when good enough is good enough. Someone who asks questions and pushes back when the numbers do not add up, across marketing, operations, and supply chain. Works well with others. This role sits across multiple teams and needs to earn trust quickly. Wants to grow. We are one of the fastest growing brands in our category and this role grows with the business.Nice to Have Hands-on experience with Brightpearl, ShipHero, or similar inventory and fulfillment platforms. Familiarity with seasonal buying cycles and the financial planning demands of CNY or other key inventory commitment windows.What Success Looks Like in Year One We have a locked 18-month budget with a detailed revenue breakdown by channel, built in partnership with our executive marketing team and grounded in how we will actually get to our revenue goals. The plan clearly maps when we expand into new geographies such as Canada, the UK, and the EU, with the financial case for each decision made before we commit. Wholesale is planned by channel and by timing, with a clear view of which partners to bring on, when, and what that means for margin and cash. We have a defined split between evergreen revenue and drops or new launches, so the business is not entirely dependent on launch cycles to hit its numbers. Retention is modeled as a revenue driver in its own right, not an afterthought. Marketing spend is tracked, audited, and tied to the broader financial plan in real time. We can re-forecast within 48 hours of a material revenue shift and immediately see the downstream impact on cash, inventory, and OpEx. We are in the strongest financial position we have ever been in to plan the next stage of growth.Must be authorized to work in the US no sponsorship available recblid 1iet8ml5oex3vyivzne0m3sbhqopp5

Job Description ABOUT ROCKET LAB Rocket Lab is an end-to-end space company delivering responsive launch services, complete spacecraft design and manufacturing, payloads, satellite components, and more – all with the goal of opening access space. The rockets and satellites we build, and launch enable some of the most ambitious and vital space missions globally, supporting scientific exploration, Earth observation and missions to combat climate change, national security, and exciting new technology demonstrations. Our Electron rocket has become the second most frequently launched U.S. rocket annually and has delivered more than 230 satellites to orbit, all while we work to develop Neutron, our upcoming medium-lift, reusable launch vehicle for larger constellation deployment. Our Space Systems business designs and builds our extensive line of satellites, payloads, and their components, including spacecraft that have been selected to support NASA missions to the Moon and Mars and components used on the James Webb Space Telescope. FINANCE Rocket Lab's Finance team is responsible for all financial transactions for the company, operating as a well-oiled machine to maximize the value of our work. Our Finance team are made up of planners, analysts and accountants, and manage our policies, compliance, and reporting. They're the ones who keep our financial operations in check, always thinking ahead and taking care to meet all of our financial, business, and government obligations. They're attentive, diligent, and meticulous, and are mission-critical to Rocket Lab. SENIOR COST ACCOUNTING ANALYST II Based onsite at Rocket Lab's headquarters in Long Beach, California the Senior Cost Accounting Analyst will be responsible for the cost accounting function for the enterprise, inventory valuation, production orders cost analysis & aging, inventory reconciliations and SOX controls. This position requires the ability to develop and maintain accurate costing and valuation for inventory. The Senior Cost Accounting Analyst II will report to the Senior Cost Accounting Manager and work closely with accounting, and partner with various team members throughout the organization. WHAT YOU'LL GET TO DO: • Month-end process preparing journal entries for inventory reconciliation, raw material cost allocations, reclassifying operating expenses and distributing manufacturing variances by-product and categories., • Prepare monthly inventory reconciliation and SOX Controls., • Generate quarterly slows moving inventory reserve reports and presentation for Management review and approval. Organize and set quarterly reserve meetings., • Support OH updates, Labor Rates and items inventory revaluations., • Analyze trends in cost variances, production volumes, and material usage and implement timely adjustments. Troubleshoot and research unexplained inventory transactions., • Investigate cycle counting variances and resolve issues., • Review and close work/production orders based on aging., • Generate and distribute weekly/monthly/quarterly spend, inventory, and production reports as needed., • Focus on improvement of all facets of cost accounting, inventory control, variance analysis, gross margin analysis, forecasting & system improvement., • Establish cost accounting policies and procedures to arrive at accurate standards for inventory valuation., • Collaborates with other department managers in reporting and reviewing various trends and key performance indicators., • Initiate process improvement projects to update transactional, financial, and reporting processes., • Provide support with internal and external audit requests., • Ensuring compliance with GAAP and/or International Financial Reporting Standards (IFRS). YOU'LL BRING THESE QUALIFICATIONS: • 8+ years of experience in the general ledger and cost accounting area., • Bachelor's degree in accounting or equivalent combination of relevant education/ experience (12+ years of work experience)., • Strong skills in Inventory value, transaction, and variance analysis., • Knowledge of Moving Average Unit Cost (MAUC), and Standard Cost process and calculation to support the accurate production cost and inventory valuation., • Experience evaluating ERP System financial transactions to track and identified variances to correct inventory or production cost., • Proficient in Microsoft Office Suite - Especially advanced Excel skills. THESE QUALIFICATIONS WOULD BE NICE TO HAVE: • Certified Management Accountant (CMA), • Experience working in a manufacturing environment, preferably within the aerospace and defense industry., • ERP experience using Infor LN, Oracle, JDE, SAP or similar ERP system., • Experience building Squeal Queries and Power BI building reports., • Attention to detail, organizational skills and ability to prioritize., • Independent problem-solving skills, • Excellent interpersonal, verbal & written communication skills & the ability to explain complex information to others. ADDITIONAL REQUIREMENTS: • Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to focus., • Regularly required to sit, use hands and fingers, operate computer keyboard and controls, and communicate verbally and in writing., • Must be physically able to commute to buildings Base salary is just one component of our total rewards package at Rocket Lab. Employees may also receive company equity and access to a robust benefits package including: top tier medical HMO, PPO & a 100% company-sponsored medical HSA plan option, dental and vision coverage, 3 weeks paid vacation and 5 days sick leave per year, 11 paid holidays per year, flexible spending and dependent care savings accounts, paid parental leave, disability insurance, life insurance, and access to a 401(k) retirement plan with company match. Other perks include: Discounted employee stock purchase program, subsidized EV charging stations, onsite gym, food and drinks, and other discounts. Eligibility for benefits may vary based on employment status, please check with your recruiter for a comprehensive list of the benefits available for this role. Benefit programs are subject to change at the company's discretion. Base Pay Range (CA Only)$110,000—$135,000 USD WHAT TO EXPECT We're on a mission to unlock the potential of space to improve life on Earth, but that's not an easy task. It takes hard work, determination, relentless innovation, teamwork, grit, and an unwavering commitment to achieving what others often deem impossible. Our people out-think, out-work and out-pace. We pride ourselves on having each other's backs, checking our egos at the door, and rolling up our sleeves on all tasks big and small. We thrive under pressure, work to tight deadlines, and our focus is always on how we can deliver, rather than dwelling on the challenges that stand in the way. Important information: FOR CANDIDATES SEEKING TO WORK IN US OFFICES ONLY: To conform to U.S. Government space technology export regulations, including the International Traffic in Arms Regulations (ITAR), Rocket Lab Employees must be a U.S. citizen, lawful U.S. permanent resident (i.e., current Green Card holder), or lawfully admitted into the U.S. as a refugee or granted asylum, or be eligible to obtain the required authorizations from the U.S. Department of State and/or the U.S. Department of Commerce, as applicable. Learn more about ITAR here. Rocket Lab provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment at Rocket Lab, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Applicants requiring a reasonable accommodation for the application/interview process for a job in the United States should contact Giulia Johnson at dedicated resource is intended solely to assist job seekers with disabilities whose disability prevents them from being able to apply/interview. Only messages left for this purpose will be considered. A response to your request may take up to two business days. FOR CANDIDATES SEEKING TO WORK IN NEW ZEALAND OFFICES ONLY: For security reasons background checks will be undertaken prior to any employment offers being made to an applicant. These checks will include nationality checks as it is a requirement of this position that you be eligible to access equipment and data regulated by the United States' International Traffic in Arms Regulations. Under these Regulations, you may be ineligible for this role if you do not hold citizenship of Australia, Japan, New Zealand, Switzerland, the European Union or a country that is part of NATO, or if you hold ineligible dual citizenship or nationality. For more information on these Regulations, click here ITAR Regulations.

Job DescriptionBellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas. Overview The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Systems Analyst, Debt role is an exciting opportunity to leverage one’s knowledge of technology and business to drive delivery of business initiatives by bridging the gap between business requirements and technical solutions. This role will work closely with business stakeholders to analyze business needs and create scalable solutions. This role will be a key driver in delivering technology-oriented solutions from design to deployment. This role will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio across various property types. The Systems Analyst, Debt will support the team by building technology-oriented solutions, contributing to data strategies, conducting complex financial analyses, authoring quarterly portfolio and asset level reports, and interacting directly with sponsors. In this role there will be tremendous learning and growth opportunities through interactions with leading experts in the real estate investment industry. Key Responsibilities • Build, maintain, and improve data pipelines, implementations, and reporting workflows that support the asset management of commercial real estate debt investments across securitized and non-securitized portfolios, including CMBS, Conduit, SASB, CRE CLO, and other CRE debt structures., • Develop Python and SQL based processes to ingest, clean, and warehouse data from servicing systems, remittance files, borrower reporting, property operating statements, rent rolls, market data, and internal portfolio management tools., • Design data visualizations, reports, and analyses that connect information across the loan, property, tenant, borrower, deal, and bond levels to support surveillance, reporting, valuation, and asset-level decision-making., • Implement workflow automation to improve the team’s ability to oversee large portfolios, identify outliers, and focus asset management attention on credits that require follow-up or deeper review. Partner closely with asset management professionals to translate real estate debt workflows into scalable tools and solutions., • Utilize large language models (LLMs) to enhance data extraction, coding efficiency, process automation, and internal workflow design, with appropriate controls and human oversight., • Support the loan onboarding and abstraction process, focusing on the abstraction of unstructured data fields from legal documents and underwriting materials so that debt investments can be efficiently monitored over time., • Document process logic, business rules, system architecture, and workflow design so that tools are reliable, maintainable, and aligned with the needs of a real estate debt asset management platform., • Continuously identify opportunities to improve the efficiency, scalability, and analytical depth of the Debt Asset Management Team. Professional Experience, • 1-3 years of relevant experience, including internships, research, or early-career work in data engineering, data science, computer science, quantitative analysis, or systems-focused roles., • Strong proficiency in Python building data structures, implementing automation, and creating internal tools for business stakeholders., • Working knowledge of relational databases, including the ability to structure, query, and maintain large datasets., • Demonstrated ability to effectively utilize large language models (LLMs) in a project or business setting, with appropriate controls and human oversight., • Interest in commercial real estate, real estate finance, structured credit, or fixed income investing, with a desire to learn how real estate debt portfolios are underwritten, monitored, and managed over time., • Exposure to financial, operating, or asset-level data analysis through work experience, internships, project work, or coursework preferred; experience related to real estate, credit, lending, or investment analysis is a plus but not required., • Ability and willingness to learn key real estate debt concepts such as property cash flow, leasing, collateral performance, loan structures, covenant compliance, debt service coverage, maturity risk, and borrower reporting., • Strong communication skills and the ability to work effectively with non-technical professionals, including asset managers and investment professionals., • Demonstrated academic excellence, curiosity, and a genuine interest in using technology to inform decision-making in commercial real estate debt investing and asset management.Education/Certification Bachelor’s degree in Computer Science, Data Science, Engineering, Applied Mathematics, Information Systems, or another quantitative discipline from a rigorous academic program required. Essential Skills & Competencies Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have: • Job Knowledge & Technical Ability: Strong data modeling and analysis skills with the ability to build complex, multi-scenario property and loan-level models. Ability to interpret and analyze loan documents, leases, rent rolls, operating statements, and management agreements. A strong technical background and understanding of data analysis, data modeling, and data systems. Advanced skills scripting languages such as Python and Structured Query Language (SQL) is encouraged. Ability to troubleshoot and resolve errors efficiently, strong project management skills, and meticulous attention to detail are critical for success., • Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks., • Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information., • Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.Travel Requirements, • Local and/or nationwide travel to assets and client sites required on an as-needed basis, approximately 1-2 times per quarter depending on deal list. Position Details, • Classification: Exempt, • Position Status: Regular, Full Time, • Reports To: Senior Associate, Vice President, Senior Vice President, or Managing Director, • Direct Reports: NoPhysical and Mental Demands, • While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items., • Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery., • Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly., • Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative., • Requires active listening, critical thinking, making decisions, time management, as well as administration skills., • Ability to interact in a courteous professional manner at all times., • Regular, predictable attendance is required., • The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.Work Environment, • No hazardous or significantly unpleasant conditions (such as in a typical office)., • Moderate noise (i.e., business office with computers, phones, printers and light traffic), • Indoor business office environment with windows; light foot traffic within work areas, • The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Benefits, • We offer a comprehensive benefits package that includes:, • Employer-paid Medical, Dental & Vision, with buy-up options available, • Flexible Spending Account, Health Savings Account, • Carrot Fertility Benefit - $10,000 lifetime benefit, • 401k company match 4%, immediately vested, • Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure, • 14 weeks Maternity Leave & 12 weeks Parental Leave, • Wellbeing program offerings, • Cell phone reimbursement

Financial Analyst Job Duties: Reviewing and analyzing tax returns and financial statements. Imputing financial data into a valuation model. Imputing industry trends and analyzing data from company sp

Estimate value of real estate investments at various levels of the capital stack, including asset-level valuations, equity valuations, preferred equity valuations, and debt valuations. The Financial Analyst will work with other Analysts, Associates, and Officers to execute valuation advisory work, o

A Day in the Life of an Online Data Analyst: . Completing research and evaluation tasks in a web-based environment such as verifying and comparing data, and determining the relevance and accuracy of information.

Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Are you a skilled Financial Analys

As a Business Intelligence Analyst,.

Business Analyst or Data Analyst role.

We are looking for an experienced Accounting Manager to support the day-to-day accounting operations of a rapidly growing business.This role is ideal for someone who is hands-on, detail-oriented, and can own a variety of department functions.The candidate will have primary preparation and oversight

Staff Business Systems Analyst. Collaborate with other Business Systems Analysts, Product Managers, Developers to manage the product backlog, configure system changes, and support testing (SIT, UAT) and successful deployment of enhancements and new features. Lead and mentor junior business systems a

Business Analyst III - Power Platform Specialist (REMOTE). Alexandria Insights is seeking a highly skilled Business Analyst III with expertise in PowerBI, PowerApps, DAX queries, and other related tools to support NIWC Pacific Office of the CTO.

They oversee and manage work assignments of other Financial Analyst(s) but are not career managers of staff.

Our products power the network and infrastructure management for thousands of organizations, from fast-growing startups to global Fortune 500 enterprises.As we scale through our next phase of growth, we’re looking for a hands-on Accounting Manager to focus and own our billing-to-revenue cycle, fro

Our client, a global sales training organization, helps global organizations improve sales and service performance.They are a small, high-trust team that values ownership, service, and continuous improvement.We are looking to hire our client a reliable, detail-oriented bookkeeper who wants to own

ERP, CRM, Asset Tracking, Simulation and Formulation, to the process manufacturing space.We are on a mission to better equip the industry with software solutions and move it forward by building thoughtful, intuitive products that solve our.AI-native, cloud-based ERP platform.It is about defining wha

Administrative Manager (QuickBooks Accounting, Payroll, & Compliance Req).Location: Remote; must live within 2 hours of Waterford, CT.Salary: $100,000 - $120,000 + annual bonus + excellent benefits.Benefits: Health, Dental, Vision, Disability, Life, $500 wellness benefit, 401K with match, PTO, & mor

Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management.We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities.We are a remote first compa

This is an ideal opportunity for an experienced Staff Accountant or Financial Analyst ready to expand their scope and gain exposure across accounts payable, payroll, and core accounting functions.

At Twin Health, we empower people to improve and prevent chronic metabolic diseases, like type 2 diabetes and obesity, with a new standard of care.Twin Health is the only company applying AI Digital Twin technology exclusively toward metabolic health.We start by building a dynamic model of each pers

AI is seeking a driven, collaborative, and strategic Product Managers to lead the development of our Accounting functionality within our automotive dealer management platform.This is a key role within our Product team, focused on building smart, integrated solutions that help dealerships enhance pro

Nex is on a mission to help families rediscover the joy of movement.Created by parents for parents, Nex combines technology and play to deliver fun, social, and interactive experiences powered by natural body motion, encouraging kids and adults to move more, play more, and have fun together.Nex Play

We are seeking a skilled Controller to oversee the financial operations of our automotive dealership in Roanoke, VA.This mid-level and high-level position will involve close collaboration with the General Manager and the Accounting Team, including billers and accounts receivable/payable staff.The id

The Senior Business Analyst serves as a liaison between the business, product owners & technical team to enable business capabilities through technical solutions.

Senior Momentum Financials Business Analyst - Configuration.

The Business Systems Analyst at Quench plays a pivotal role in bridging business needs with technical solutions. The Business Systems Analyst plays a strategic role in evaluating and transforming business processes, identifying areas for improvement, and driving initiatives that enhance operational

Join the Sleep Fitness Movement.At Eight Sleep, we're on a mission to fuel human potential through optimal sleep.As the world's first sleep fitness company, we're redefining what it means to be well-rested and building the most advanced hardware, software, and AI technology to make it possible.Our p