Jobot
Tustin, California
We are a growing organization seeking an FP & A Manager to join our team This Jobot Job is hosted by: Melissa Todd Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $170,000 per year A bit about us: We are a nationally recognized leader in the financial services and real estate industry, known for our long-standing reputation of stability, integrity, and innovation. With a history spanning more than a century, our organization provides industry-leading products and services that help individuals, businesses, and communities thrive. Our culture is built on collaboration, accountability, and continuous improvement - where every team member plays an essential role in driving our mission forward. We value forward-thinking professionals who are eager to make an impact, influence strategy, and grow their careers within a supportive, high-performance environment. If you're looking for a place where your expertise in financial planning and analysis can directly contribute to strategic decision-making and organizational success, this is the opportunity to join a respected market leader that truly invests in its people. Why join us? Upward mobility Positive company culture Competitive benefits Job Details Job Details: We are looking for a dynamic and experienced FP & A Manager to join our team in the Mortgage industry. This is a permanent position that requires a strong understanding of financial systems, advanced Excel skills, and a keen eye for financial analysis. As an FP & A Manager, you will be responsible for managing the annual budget, forecasting, variance analysis, and implementing ERP systems. You will also create dashboards and income statements and work with the LOSS system. If you have a strong financial background, are detail-oriented, and have excellent problem-solving skills, this is the perfect opportunity for you. Responsibilities: Oversee and manage the company's financial planning and analysis operations, ensuring compliance with industry standards and regulations. Develop and maintain annual budgets, reviewing them periodically to identify and explain variances. Perform comprehensive financial analysis, preparing detailed reports and dashboards for senior management. Implement and manage ERP systems, optimizing financial operations and processes. Prepare income statements, balance sheets, and other financial documents, providing insights on the company's financial status and performance. Work with the LOSS system, ensuring accurate and timely loss recognition and reporting. Collaborate with other departments, providing financial guidance and support to drive business growth and profitability. Stay updated with the latest industry trends, regulations, and best practices, integrating them into the company's financial operations. Lead and mentor a team of financial analysts, fostering a positive and collaborative work environment. Qualifications: Bachelor's degree in Finance, Accounting, or a related field. A Master's degree or CPA certification will be a plus. Minimum of 5 years of experience in financial planning and analysis, preferably in the Mortgage industry. Proficiency in advanced Excel and financial systems is a must. Experience with ERP implementation and LOSS system. Strong understanding of financial analysis, income statements, annual budgets, and variance. Excellent problem-solving skills, with the ability to handle complex financial data and situations. Strong leadership skills, with experience in managing and mentoring a team. Excellent communication and interpersonal skills, with the ability to collaborate with different teams and stakeholders. Detail-oriented, with strong organizational and time management skills. Ability to work under pressure, managing multiple tasks and meeting tight deadlines. 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 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:
We are a growing organization seeking an FP & A Manager to join our team This Jobot Job is hosted by: Melissa Todd Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $170,000 per year A bit about us: We are a nationally recognized leader in the financial services and real estate industry, known for our long-standing reputation of stability, integrity, and innovation. With a history spanning more than a century, our organization provides industry-leading products and services that help individuals, businesses, and communities thrive. Our culture is built on collaboration, accountability, and continuous improvement - where every team member plays an essential role in driving our mission forward. We value forward-thinking professionals who are eager to make an impact, influence strategy, and grow their careers within a supportive, high-performance environment. If you're looking for a place where your expertise in financial planning and analysis can directly contribute to strategic decision-making and organizational success, this is the opportunity to join a respected market leader that truly invests in its people. Why join us? Upward mobility Positive company culture Competitive benefits Job Details Job Details: We are looking for a dynamic and experienced FP & A Manager to join our team in the Mortgage industry. This is a permanent position that requires a strong understanding of financial systems, advanced Excel skills, and a keen eye for financial analysis. As an FP & A Manager, you will be responsible for managing the annual budget, forecasting, variance analysis, and implementing ERP systems. You will also create dashboards and income statements and work with the LOSS system. If you have a strong financial background, are detail-oriented, and have excellent problem-solving skills, this is the perfect opportunity for you. Responsibilities: Oversee and manage the company's financial planning and analysis operations, ensuring compliance with industry standards and regulations. Develop and maintain annual budgets, reviewing them periodically to identify and explain variances. Perform comprehensive financial analysis, preparing detailed reports and dashboards for senior management. Implement and manage ERP systems, optimizing financial operations and processes. Prepare income statements, balance sheets, and other financial documents, providing insights on the company's financial status and performance. Work with the LOSS system, ensuring accurate and timely loss recognition and reporting. Collaborate with other departments, providing financial guidance and support to drive business growth and profitability. Stay updated with the latest industry trends, regulations, and best practices, integrating them into the company's financial operations. Lead and mentor a team of financial analysts, fostering a positive and collaborative work environment. Qualifications: Bachelor's degree in Finance, Accounting, or a related field. A Master's degree or CPA certification will be a plus. Minimum of 5 years of experience in financial planning and analysis, preferably in the Mortgage industry. Proficiency in advanced Excel and financial systems is a must. Experience with ERP implementation and LOSS system. Strong understanding of financial analysis, income statements, annual budgets, and variance. Excellent problem-solving skills, with the ability to handle complex financial data and situations. Strong leadership skills, with experience in managing and mentoring a team. Excellent communication and interpersonal skills, with the ability to collaborate with different teams and stakeholders. Detail-oriented, with strong organizational and time management skills. Ability to work under pressure, managing multiple tasks and meeting tight deadlines. 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 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
Boston, Massachusetts
Fast career growth, hybrid schedule, M&A and investments This Jobot Job is hosted by: Sheldon Collins Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $85,000 per year A bit about us: Our client is a large growing real estate and transportation company. Why join us? Hybrid schedule Excellent benefits 401K match Career growth and fast promotion track Job Details Our client is seeking a skilled Strategic Research Analyst to support business growth and strategic investment initiatives. This role involves conducting in-depth market and industry research, financial analysis, and opportunity assessment to guide business development, partnerships, and M&A activities. The ideal candidate is analytical, resourceful, and adept at turning complex data into clear insights that drive high-impact decisions. Key Responsibilities Conduct comprehensive research on industries, companies, markets, and potential investment targets to identify growth opportunities. Build detailed financial and operational models to support underwriting, valuation, and due diligence efforts. Analyze financial statements, competitive landscapes, and emerging trends to inform strategic initiatives. Develop and present executive-level reports and recommendations that support business expansion, acquisitions, and strategic partnerships. Use qualitative and quantitative research techniques-including scenario planning, forecasting, and competitive intelligence-to solve complex business challenges. Create and maintain decision-support tools such as market assessments, utilization models, and industry profiles. Apply structured problem-solving and hypothesis-driven analysis to evaluate strategic questions and investment opportunities. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 2-4 years' experience in equity research, investment banking, corporate development, or investment management. Strong analytical and financial modeling skills with a solid grasp of valuation, forecasting, and discounted cash flow concepts. Proven ability to extract insights from diverse data sources and communicate findings effectively through Excel and PowerPoint. Excellent critical thinking and problem-solving abilities; comfortable managing complex projects independently. Exceptional attention to detail, organizational skills, and time management. Strong verbal and written communication skills with the ability to convey insights to senior leadership. Proficient in Microsoft Office Suite; advanced Excel skills required. Demonstrated integrity, initiative, and adaptability in a fast-paced environment. Preferred Experience Exposure to industries such as transportation, logistics, real estate, manufacturing, or energy. MBA or advanced degree in a related field. Familiarity with GIS tools or mapping software. 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 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:
Fast career growth, hybrid schedule, M&A and investments This Jobot Job is hosted by: Sheldon Collins Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $85,000 per year A bit about us: Our client is a large growing real estate and transportation company. Why join us? Hybrid schedule Excellent benefits 401K match Career growth and fast promotion track Job Details Our client is seeking a skilled Strategic Research Analyst to support business growth and strategic investment initiatives. This role involves conducting in-depth market and industry research, financial analysis, and opportunity assessment to guide business development, partnerships, and M&A activities. The ideal candidate is analytical, resourceful, and adept at turning complex data into clear insights that drive high-impact decisions. Key Responsibilities Conduct comprehensive research on industries, companies, markets, and potential investment targets to identify growth opportunities. Build detailed financial and operational models to support underwriting, valuation, and due diligence efforts. Analyze financial statements, competitive landscapes, and emerging trends to inform strategic initiatives. Develop and present executive-level reports and recommendations that support business expansion, acquisitions, and strategic partnerships. Use qualitative and quantitative research techniques-including scenario planning, forecasting, and competitive intelligence-to solve complex business challenges. Create and maintain decision-support tools such as market assessments, utilization models, and industry profiles. Apply structured problem-solving and hypothesis-driven analysis to evaluate strategic questions and investment opportunities. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 2-4 years' experience in equity research, investment banking, corporate development, or investment management. Strong analytical and financial modeling skills with a solid grasp of valuation, forecasting, and discounted cash flow concepts. Proven ability to extract insights from diverse data sources and communicate findings effectively through Excel and PowerPoint. Excellent critical thinking and problem-solving abilities; comfortable managing complex projects independently. Exceptional attention to detail, organizational skills, and time management. Strong verbal and written communication skills with the ability to convey insights to senior leadership. Proficient in Microsoft Office Suite; advanced Excel skills required. Demonstrated integrity, initiative, and adaptability in a fast-paced environment. Preferred Experience Exposure to industries such as transportation, logistics, real estate, manufacturing, or energy. MBA or advanced degree in a related field. Familiarity with GIS tools or mapping software. 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 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:
