finance purchasing analyst

University of California Los Angeles

<div><div><div><div><div>The Finance &amp; Purchasing Analyst provides financial reporting and analysis and administrative support to the Business office. The incumbent reviews and prepares expenditures including low value orders, purchases and travel reimbursements, provides required documentation for contracts to Purchasing, prepares unit recharges and processes gift fund deposits with External Affairs Gift Services. In collaboration with the Business Services Manager (BSM), the Finance &amp; Purchasing Analyst will prepare financial projections and forecasts, review and reconcile ledgers for approximately 50 club-specific cost centers, identify ledger discrepancies and monitor expenditure and income transactions. Working with the Business Services Manager, the Finance &amp; Purchasing Analyst will assess office needs, introduce systems that promote efficiency and manage day-to-day administrative functions for the unit. Must have strong knowledge of Microsoft applications (Excel, Word, Outlook) necessary to develop reports and schedules. This position may also provide support to the Campus Life Divisional Office as well as other departments in the Division.</div><br>
<br>
<p><b>Salary &amp; Compensation</b></p><br>
<br>
<ul><li>UCLA provides a full pay range. Actual salary offers consider factors, including budget, prior experience, skills, knowledge, abilities, education, licensure and certifications, and other business considerations. Salary offers at the top of the range are not common. Visit UC Benefit package to discover benefits that start on day one, and UC Total Compensation Estimator to calculate the total compensation value with benefits.
</li></ul><p><b>Qualifications</b></p><br>
<ul><li>
&bull; Excellent interpersonal skills to establish and maintain cooperative, tactful and effective working relationships with coworkers, supervisor, University employees and external vendors &bull; Experience interacting diplomatically with persons from a variety of social, cultural and economic backgrounds and perspectives in a high volume, continuous public contact setting to create and increase positive attitudes towards the University (Required)</li></ul>
<ul><li>&bull; Ability to examine current processes and systems, and provide suggestions or initiate projects for improvement and/or streamlining. &bull; Skill in analyzing information, problems, situations, practices and procedures to define the issue and formulate logical and objective conclusions, and identify alternatives and their implications. (Required)</li></ul>
<ul><li>&bull; Demonstrated ability to handle confidential matters with tact and diplomacy and to maintain confidentiality of information as needed to protect the rights of individuals or the University. &bull; Demonstrated ability to work independently with minimal direction, make independent judgments and/or decisions and discern when action of a higher level is required. (Required)</li></ul>
<ul><li>&bull; Demonstrated skill in performing one's job under pressure of frequent interruptions, conflicting demands, changing priorities and heavy workloads while maintaining thorough attention to detail. &bull; Demonstrated mathematical skills sufficient to calculate budgetary figures, use computations such as ratios, rates, and percentages applied to general categories (personnel costs, programmatic data, and overhead costs), and other financial information (Required)</li></ul>
<ul><li>&bull; Skill and experience in financial management practices, including basic understanding of internal controls, sufficient to analyze transactions and activity, and to determine compliance with policies, regulations and terms &bull; Skill in presenting information to small and large groups, in formal and informal settings &bull; Skill in writing sufficiently enough to prepare accurate, understandable and grammatically correct correspondence, reports and training materials. (Required)</li></ul>
<ul><li>Ability to respond to customer needs and expectations in a supportive and professional manner, with attention to promptness and a focus on solutions. (Required)</li></ul>
<ul><li>Strong knowledge of word processing, spreadsheet and database application, including Excel, Word and Outlook (Required)</li></ul>
<ul><li>Ability to understand the English language, grammar, and appropriate writing styles. (Required)</li></ul>
<ul><li>Knowledge of university accounting, policies and procedures, as well as standard business practices, including accounts payable, university travel, purchasing, inventory control and forms (Preferred)</li></ul>
<ul><li>Ability to work as part of a team and as a team leader to motivate others towards a common goal. (Required)</li></ul>
<br>
<p><b>Education, Licenses, Certifications &amp; Personal Affiliations</b></p><br>
<ul><li>
Bachelor's Degree in a related field and/or equivalent experience/training. (Required)
</li></ul><br>
<p><b>Special Conditions for Employment</b></p><br>
<ul><li>
Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.</li></ul>
<ul><li>Live Scan Background Check: A Live Scan background check must be completed prior to the start of employment.</li></ul>
<ul><li>Age Requirement: Candidate(s) must be 18 years or older to be eligible to be hired.</li></ul>
<ul><li>CANRA: The position is designated as a mandatory reporter under CANRA. The employee must sign the &quot;Statement Acknowledging Requirement to Report Child Abuse&quot;.</li></ul>
<br>
<p><b>Schedule</b></p><br>
<br>
8:00 A.M. to 5:00 P.M. PT/variable based upon operational needs.
<br>
<p><b>Union/Policy Covered</b></p><br>
<br>
99-Policy Covered
<br>
<p><b>Complete Position Description</b></p><br>
<br>
https://universityofcalifornia.marketpayjobs.com/ShowJob.aspx?EntityID=38&amp;JDName=Financial%20Services%20Analyst%202%20CX%20(40060054)</div></div></div><div><div><div><p>
Apply</p></div></div></div></div>
<br><div><div><b>Campus Requisition #:</b></div>
<p>10123</p>
<div><b>UC Payroll Title:</b></div>
<p>FINANCIAL SVC ANL 2 CX</p>
<div><b>Department:</b></div>
<p>CULTURAL &amp; RECREATIONAL AFFAIRS</p>
<div><b>Appointment Type:</b></div>
<p>2 - Staff: Career</p>
<div><b>Anticipated Hiring Pay Scale:</b></div>
<p>$32.67 Hourly</p>
<ul><li><b>Full Salary Range:</b></li></ul>
<p>USD $32.67/Hr. - USD $49.71/Hr.</p>
<div><b>Onsite | Remote | Hybrid Type:</b></div>
<p>Hybrid</p>
<div><b>Department Location:</b></div>
<p>221 Westwood Plaza Cultural &amp; Recreational Affairs
</p><div><b>Full or Part Time:</b></div>
<p>Full Time</p></div>

Finance & Purchasing Analyst

Vaco by Highspring

<div>
 Senior Financial Analyst - Sr. Financial Analyst - SFA - Investment Banking - IB - NPV - Discount Cashflow - LBO - M&amp;A - Mergers - Acquisitions - Risk - Investments - Financial Modeling
 <br/>
 <br/>
 Are you an experienced Analyst that comes investment banking, consulting, valuations, or strategic finance who is looking to work for a growing company that has a lot of flexibility? If so, then read more about a Senior Financial Analyst role that we are working on below.
 <br/>
 <br/>
 A growing company with multiple locations is looking for a Senior Financial Analyst to add to their team in this newly created position. The Senior Financial Analyst will be responsible for strategic finance, financial modeling, growth and investment analysis, presenting to leaders, and performance analysis. To be successful in this role, the Senior Financial Analysis must be analytical, have great communication, and be able to work independently in as well as a team. Does this sound like you or someone you know? If so, then please read the full Senior Financial Analyst job description below to see if this could be a good match for you or someone you know!
 <br/>
 <br/>
 What do you need for this Senior Financial Analyst role?
 <ul>
  <li>
   Bachelor's Degree in Finance or related field
  </li>
  <li>
   5+ years of finance experience
  </li>
  <li>
   MUST have investment banking or consulting
  </li>
  <li>
   MUST have very advanced Excel
  </li>
 </ul>
 What will you do in this Senior Financial Analyst role?
 <ul>
  <li>
   Contribute to the organization's long-term financial planning process.
  </li>
  <li>
   Develop and maintain financial models.
  </li>
  <li>
   Provide financial analysis and scenario planning for major initiatives.
  </li>
  <li>
   Assist with financial analysis related to potential acquisitions and growth opportunities.
  </li>
  <li>
   Track and evaluate financial performance following new site launches or acquisitions.
  </li>
  <li>
   Prepare financial summaries to support leaders in evaluating investments.
  </li>
  <li>
   Work with departments leaders and centralized teams to collect relevant data, confirm forecasting assumptions, and ensure reliable financial reporting.
  </li>
  <li>
   Present analytical insights for leadership presentations and cross-departmental discussions.
  </li>
  <li>
   Respond to ad hoc requests from executives.
  </li>
  <li>
   Review weekly and monthly financial results to identify trends, monitor KPIs, and evaluate return on investment for initiatives.
  </li>
  <li>
   Use data-driven analysis to highlight potential risks, uncover opportunities, and recommend operational improvements.
  </li>
  <li>
   Maintain and enhance dashboards, standardized reporting tools, and recurring financial deliverables.
   <br/>
  </li>
 </ul>
 What is in this Senior Financial Analyst role from you?
 <ul>
  <li>
   Opportunity to join a growing organization
  </li>
  <li>
   Will get exposure to many areas of finance
  </li>
  <li>
   Great work life balance
  </li>
  <li>
   Mostly remote position
  </li>
 </ul>
 So, if you are a Investment Banker, Strategic FP&amp;A Consultant, or Senior Valuations Associate who is looking for a strategic role that is mainly remote then we want to see your resume. Please send your resume over for this Senior Financial Analyst role as we would love to connect with you!
</div>


Senior Financial Analyst x 150K - 170K x LA / flex

Endeavor

<div>
 <p>
  <strong>
   <u>
    Senior Analyst, Investments | CRE Investment Firm | Los Angeles
   </u>
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  We are working with a leading real estate investment firm that is looking for a Senior Analyst to join their fast-paced Investments team, and support growth across their multibillion-dollar portfolio of diversified real estate holdings throughout the US.
 </p>
 <p>
  <br/>
 </p>
 <p>
  This is a high-visibility position, on a high-visibility team, and requires that the candidate be able to cover due diligence, underwriting, and financial analysis for various commercial real estate transactions - including acquisitions, dispositions, and asset management.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Our client is an industry leader that continues to raise capital, deploy capital, and outperform its peers year-over-year, and this would be an opportunity to be a part of that growth.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Main Responsibilities
   </u>
   :
  </strong>
 </p>
 <ul>
  <li>
   Financial modeling and valuation analysis supporting acquisition and development teams for real estate projects including multi-family, office, and retail properties
  </li>
  <li>
   Participate in due diligence, underwriting, and closing process of potential acquisitions
  </li>
  <li>
   Develop models for structures including partnerships, construction/development transactions, and various debt investments
  </li>
  <li>
   Attend management meetings and visit potential sites
  </li>
  <li>
   Work with investment bankers and brokers
  </li>
  <li>
   Communicate regularly with internal corporate finance and asset management teams
  </li>
  <li>
   Assist in creation of presentations and ad hoc projects related to transactions
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Qualifications
   </u>
   :
  </strong>
 </p>
 <ul>
  <li>
   Strong financial modeling skills
  </li>
  <li>
   BS/BA in Real Estate, Finance, Economics, Accounting, or related
  </li>
  <li>
   Previous Real Estate experience
  </li>
  <li>
   Highly analytical with ability to thrive in a fast-paced environment
  </li>
  <li>
   1.5+ years of relevant work experience
  </li>
 </ul>
</div>


Investment Analyst - Real Estate

Korn Ferry

<div>
 <p>
  Korn Ferry is partnering with our client based in DTLA in their search for an experienced
  <strong>
   Compliance Analyst.
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Company Description
   </u>
  </strong>
 </p>
 <p>
  Our client is a global asset management / investment management firm based in downtown LA.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Position Summary
   </u>
  </strong>
 </p>
 <p>
  The Compliance Analyst will ensure adherence to regulatory, client, and internal guidelines through trade reviews, compliance monitoring, and resolution of policy inquiries.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Key Responsibilities
   </u>
  </strong>
 </p>
 <ul>
  <li>
   Review trades and workflows to confirm alignment with company policies, client agreements, and regulatory requirements.
  </li>
  <li>
   Conduct routine and special assessments to detect and resolve compliance or policy discrepancies.
  </li>
  <li>
   Respond to and clarify compliance-related questions from employees and clients.
  </li>
  <li>
   Assist in the development, implementation, and maintenance of compliance policies and procedures to support regulatory requirements.
  </li>
  <li>
   Prepare reports and documentation for internal audits, regulatory examinations, and management review.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Qualifications
   </u>
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in finance, business, or related field.
  </li>
  <li>
   3+ years of hands-on experience in compliance or regulatory roles within an investment management or registered investment adviser environment.
  </li>
  <li>
   Ability to work onsite 5 days a week in DTLA.
  </li>
  <li>
   Experience preparing reports for internal audits or regulatory reviews is a plus
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Onsite role based in Downtown Los Angeles
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Salary Range:
   </u>
  </strong>
  $90k-115k + bonus
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   SE#510787265
  </strong>
 </p>
</div>


Compliance Analyst

Excellent Education Development (ExED)

<p></p><div><h4 class="jobSectionHeader"><b>About Us</b></h4><p>
ExED (www.exed.org) is a nonprofit organization that fosters the development and management of high-performing charter schools. We believe every child should have access to high-quality public education, especially in educationally underserved communities. ExED is the only nonprofit charter school back office service provider in Southern California and operates offices in Los Angeles and San Diego. ExED works with approximately 100 charter schools, serving more than 44,000 students.</p>
<p>
ExED supports new and existing charter schools, including financial services such as CFO advisory, accounting, budgeting, financial reporting, payroll processing, and public funding compliance; facility financing services; and data management support services. The services help our clients operate efficiently, build financial plans to meet short-term and long-term objectives, and secure affordable facilities, enabling school leaders to spend more time working to improve student achievement at their schools.</p>
<h4 class="jobSectionHeader"><b>
Position Overview</b></h4><p>
The Accounting Analyst position is based in ExED&rsquo;s Los Angeles home office, which comprises over 70 team members working with charter schools to ensure their success. The position offers a detail-oriented, highly organized professional opportunity to apply accounting knowledge in a unique way&mdash;by helping charter schools efficiently allocate and manage their public dollars.</p>
<p>
The Accounting Analyst will work in a collaborative, team-based environment with an Accounting Associate, Accounting Manager, and Vice President of School Finance, who oversees the operations of the entire team. The Accounting Analyst&rsquo;s primary responsibility will be Accounts Payable.</p>
<p>
Primary Responsibilities</p>
<h4 class="jobSectionHeader"><b>
Accounting and Payroll:</b></h4><ul><li>
Coding and entering invoice and reimbursement information into the accounting system.</li><li>
Reviewing vendor invoices, fulfilling check requests, scanning and storing documents, and maintaining vendor, school employee, and accounting files.</li><li>
Responding to client and vendor inquiries and requests for information.</li><li>
Assisting in payroll processing and preparing journal entries as needed.</li><li>
Assisting in other activities, such as preparing monthly financial statements and completing compliance documents required for government oversight.</li><li>
Completing other duties as assigned.</li></ul><h4 class="jobSectionHeader"><b>
Financial Reporting</b></h4><ul><li>
Prepare all financial reporting to the public chartering agencies of clients.</li><li>
Prepare monthly financial statements for client schools.</li><li>
Prepare information requested by auditors at yearend.</li></ul><h4 class="jobSectionHeader"><b>
Client Management</b></h4><ul><li>
Directly interface with charter school clients to address inquiries and provide process guidance.</li><li>
Train school site office managers on accounting procedures and internal controls.</li><li>
Visit client sites and assist with ad hoc or special projects.</li></ul><h4 class="jobSectionHeader"><b>
Education and Experience</b></h4><ul><li>
Bachelor&rsquo;s Degree in Accounting, Finance, Business, or a related field.</li><li>
Prior experience in AP preferred.</li><li>
Knowledge of GAAP, business principles, and standard operating practices.</li><li>
Knowledge of accounting systems required. Knowledge of MIP preferred.</li><li>
Computer skills and proficiency in Microsoft Office (Word, Excel, PowerPoint).</li><li>
Team player with a demonstrated ability to initiate and maintain effective and cooperative professional relationships.</li><li>
Strong organizational skills; a selfstarter who can prioritize and multitask.</li><li>
Strong writing and communication skills. Strong analytical skills.</li><li>
Interest in and commitment to public education.</li></ul><h4 class="jobSectionHeader"><b>
Compensation and Benefits</b></h4><ul><li>
Compensation is commensurate with experience. Please be sure to submit your salary expectations.</li><li>
Salary range for the Accounting Analyst role is $54,000 $59,000</li><li>
Benefits include medical, dental, vision, disability, a 403(b) retirement package, and generous vacation, sick, and holiday allocation.</li></ul><h4 class="jobSectionHeader"><b>
To Apply</b></h4><p>
Please submit your resume, cover letter, and salary expectations via our online application system.</p>
<p>
ExED is an equal opportunity employer.</p>
<p>
ExED will only consider candidates from the Southern CA area.</p>
<h4 class="jobSectionHeader"><b>
About Excellent Education Development (ExED)</b></h4>
ExED is advancing public education in California by providing quality charter schools with sound business solutions so school leaders can focus on their central mission: educating students.</div><p></p>

Accounting Analyst

ALTRUIST

<div><div><p><b>About Altruist</b></p>
<p>
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.</p>
<p>
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!</p>
<p><b>
But first, our values</b></p>
<p><b>
Kindness</b> - Kindness doesn&rsquo;t <i>just</i> equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.<br>
<br>
<b>Brilliance</b> - Humility is the skill we&rsquo;re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.<br>
<br>
<b>Grit</b> - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it&rsquo;s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.</p></div><div><p><b><i>
This is a hybrid role based out of our Culver City office, with three days per week in the office.</i></b></p>
<p><b>
The opportunity</b></p>
<p>
Altruist is in the midst of an exceptional growth phase, and we&rsquo;re excited to hire a Senior Finance Analyst to join our growing FP&amp;A team. In this role, you&rsquo;ll be a key owner of our management reporting and forecasting engine across revenue, OpEx, headcount, and vendors. You will build and maintain monthly reporting packages, drive forecast accuracy, and provide clear, data-backed insights to senior leadership. Over time, you&rsquo;ll also step into ad‑hoc product, revenue, and strategic analytics, helping shape the broader strategy of the company. This role works closely with business leaders and the C‑suite, with opportunities to learn and collaborate across Treasury, Business Intelligence, Procurement and Broker‑Dealer reporting as Altruist scales.</p>
<p><b>
Your impact</b></p>
<ul>
<li><b>Own core management reporting:</b>
<ul><li>Prepare the monthly Revenue Flash, Monthly Business Review (MBR), and executive reporting packages.</li>
<li>Develop clear narratives around performance, key drivers, and variances vs. plan and prior periods.</li>
</ul></li><li><b>Lead OpEx and headcount reporting:</b>
<ul><li>Manage OpEx reporting (actuals and BvA) at both consolidated and cost center levels.</li>
<li>Partner with budget owners to explain variances, identify risks/opportunities, and recommend actions.</li>
<li>Maintain accurate headcount and vendor reporting, including hiring plans and run‑rate impacts.</li>
</ul></li><li><b>Forecasting and FP&amp;A systems:</b>
<ul><li>Maintain and update OpEx and headcount forecasts, ensuring they are timely, accurate, and aligned with business expectations.</li>
<li>Ensure all forecasts are accurately reflected and reconciled in Abacum (our FP&amp;A reporting system).</li>
<li>Help improve forecast precision through better driver-based modeling, process discipline, and data quality.</li>
</ul></li><li><b>Business partnership and decision support:</b>
<ul><li>Serve as a trusted partner to functional leaders (e.g., Product, Operations, GTM, G&amp;A) on budgets, investments, and trade‑offs.</li>
<li>Translate financial results into clear, actionable insights for non‑financial stakeholders.</li>
<li>Prepare materials for and present to senior leadership and C‑suite on performance, risks, and scenarios.</li>
</ul></li><li><b>Product, revenue, and strategic analytics:</b>
<ul><li>Support ad‑hoc analysis on product performance, revenue drivers, pricing, and unit economics.</li>
<li>Assist in building and refining driver-based models that connect operating metrics to financial outcomes.</li>
<li>Contribute to special projects (e.g., strategic initiatives, board materials, investment cases) as needs arise.</li>
</ul></li><li><b>Continuous improvement:</b>
<ul><li>Help refine our management reporting, KPIs, and dashboards in partnership with Business Intelligence.</li>
<li>Identify opportunities to streamline processes, automate reporting, and enhance data integrity.</li>
</ul>
</li></ul><p><b>What you bring</b></p>
<ul>
<li><b>Experience:</b>
<ul><li>5+ years of experience in FP&amp;A, Finance, or Accounting, ideally within B2B financial services or FinTech.</li>
<li>Demonstrated experience in management reporting, OpEx and headcount analysis, and forecasting; exposure to revenue or product analytics is a plus.</li>
</ul></li><li><b>Technical &amp; analytical skills:</b>
<ul><li>Strong financial modeling skills and comfort working with large, complex data sets.</li>
<li>High proficiency in Excel, Google suite; experience with modern FP&amp;A tools (e.g., Netsuite, Abacum or similar) and familiarity with BI tools (e.g., Looker, Tableau, Power BI) is a plus.</li>
<li>High attention to detail and the ability to interpret and communicate complex financial data clearly.</li>
</ul></li><li><b>Business partnership &amp; communication:</b>
<ul><li>Strong communication skills, with the ability to present financial information to senior leaders and cross‑functional partners.</li>
<li>Proven ability to build relationships, influence stakeholders, and drive accountability around budgets and forecasts.</li>
</ul></li><li><b>Education:</b>
<ul><li>B.A. / B.S. degree in Finance, Accounting, Economics, or a related field (or equivalent practical experience).</li>
</ul></li><li><b>How you work:</b>
<ul><li>Ownership &ndash; You take pride in the quality and timeliness of your work and don&rsquo;t shy away from rolling up your sleeves.</li>
<li>Superb communication &ndash; You&rsquo;re intentional in how you share insights and listen deeply to understand business context.</li>
<li>Resilience &ndash; You maintain high standards and persistence in a fast‑paced, evolving environment.</li>
<li>Assurance without ego &ndash; You bring confidence grounded in preparation and are open to feedback and differing perspectives.</li>
<li>Creative problem solving &ndash; You don&rsquo;t just flag issues; you propose thoughtful, data-backed solutions.</li>
</ul></li><li><b>Bonus points:</b>
<ul><li>Experience in broker-dealer industry, financial services, brokerage finance, and/or fintech.</li>
<li>Prior exposure to Treasury, capital planning, or liquidity management.</li>
<li>Experience partnering with Business Intelligence / data teams to build dashboards or automated reporting.</li>
<li>Advanced degrees or certi</li>
</ul>
</li></ul></div><div><div><p>Los Angeles, CA salary range</p><p>
$110,000 - $130,000 USD</p></div></div><div><p><b>
What we bring</b></p>
<p>
Attracting and retaining top-tier talent is a priority. We are proud of the culture we&rsquo;ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.</p>
<ul>
<li>A hybrid work schedule for most positions to promote strong, in-person collaboration.</li>
<li>Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.</li>
<li>Competitive pay and equity for eligible positions.</li>
<li>Premium healthcare, dental, and vision insurance plans (HMO and PPO).</li>
<li>401k savings plan with a 4% match and immediate vesting.</li>
<li>16 week paid parental leave.</li>
<li>Professional growth and development opportunities including an employee mobility program and an annual L&amp;D budget allocation for each employee.</li>
<li>Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).</li>
<li>Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).</li>
<li>One month work from anywhere policy (with the exception of a few countries).</li>
</ul>
<p><i>Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure </i><i>fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.</i></p>
<p><i>
Don&rsquo;t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you&rsquo;re excited about this role, but your past experience doesn&rsquo;t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.</i></p></div></div>

Senior Financial Analyst

Crescent Capital Group LP

Crescent Capital Group LP is an alternative asset manager with approximately $46 billion of assets under management and approximately 225+ employees. We are headquartered in Los Angeles with offices in New York, Boston, Chicago, and London.
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The Portfolio Analyst will join Crescent’s Private Credit team in Los Angeles and will play an integral role in monitoring the firm’s portfolio of private credit investments. This position offers broad exposure to portfolio company performance, fund-level reporting and analysis, and cross-functional collaboration with investment, operations, and investor relations teams. The analyst will be responsible for recurring reporting deliverables, supporting internal review processes, and contributing to strategic projects and ad hoc portfolio analyses. The role is well-suited for candidates with a strong foundation in finance or accounting who are detail-oriented self-starters eager to gain hands-on experience in private credit portfolio management.
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<b>Responsibilities include, but are not limited to:</b><br>
<ul>
<li>Reviewing and analyzing portfolio company financial statements and key credit metrics to monitor performance and risk</li>
<li>Preparing recurring performance updates in collaboration with the investment team</li>
<li>Contributing to materials and analyses for quarterly portfolio review meetings</li>
<li>Maintaining and improving fund-level databases and reporting tools</li>
<li>Tracking portfolio-level cash flows and deployment activity to ensure accurate reporting and reconciliation with the portfolio accounting team</li>
<li>Coordinating internal and external reporting requirements, including management reports, credit facility reporting, and investor presentations</li>
<li>Conducting ad hoc portfolio analyses in support of investment team and fundraising initiatives</li>
</ul>
<b>Required Qualifications & Experience:</b><br>
<ul>
<li>Bachelor’s degree with a record of strong academic performance; preferred concentration in finance, accounting, business, economics, or related field</li>
<li>1-3 years of finance, accounting, or other directly relevant experience</li>
<li>Strong financial and analytical skills with a demonstrated ability to independently interpret and synthesize data into clear insights</li>
<li>Industry knowledge and familiarity with loan terms, capital structures, and credit documentation is strongly preferred</li>
<li>Highly motivated self-starter with superb verbal and written communication skills</li>
<li>Ability to work collaboratively and productively in a cross-functional team environment while maintaining a high degree of individual accountability</li>
<li>Proven ability to manage multiple deliverables and deadlines in a fast-paced environment while maintaining attention to detail and accuracy</li>
<li>Strong proficiency in Microsoft Excel, PowerPoint, and Word; experience with SQL or portfolio analytics tools is beneficial but not required</li>
</ul>
As an equal opportunity employer, Crescent Capital Group is fully focused on equality and committed to fostering a culture where individuals are respected and supported in a highly collaborative environment. Crescent recruits, employs, trains, compensates, and promotes regardless of race, religion, color, national origin, gender identity or expression, sexual orientation, disability status, age, veteran status, citizenship or immigration status, and other protected status as required by applicable local, state, and federal laws. We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City and County of Los Angeles’ Fair Chance Ordinances. Crescent embraces each employee as a unique individual with different experiences, perspectives, and opinions that collectively contribute to the success of our firm.
<br>Crescent offers a comprehensive benefits package to assist with our employees’ needs and life choices, including maternity/parental leave, fertility benefits, and benefits coverage for domestic partners. Though Crescent consistently receives high marks on our engagement surveys, we continue to work to promote diversity, multiculturalism, and inclusion across our firm and the initiatives we support.

Private Credit - Portfolio Analyst

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