Associate Financial Planner Jobs in Fallbrook, CA

Industry/Sector

Not Applicable

Specialism

Finance

Management Level

Associate

Job Description & Summary

At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.
In enterprise performance management at PwC, you will focus on helping clients improve their financial performance and decision-making processes. You will analyse financial data, develop performance metrics and key performance indicators (KPIs), and design and implement performance management frameworks. You will be responsible for providing guidance on budgeting, forecasting, and financial planning processes to drive operational efficiency and achieve strategic objectives.
Driven by curiosity, you are a reliable, contributing member of a team. In our fast-paced environment, you are expected to adapt to working with a variety of clients and team members, each presenting varying challenges and scope. Every experience is an opportunity to learn and grow. You are expected to take ownership and consistently deliver quality work that drives value for our clients and success as a team. As you navigate through the Firm, you build a brand for yourself, opening doors to more opportunities.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Apply a learning mindset and take ownership for your own development.
Appreciate diverse perspectives, needs, and feelings of others.
Adopt habits to sustain high performance and develop your potential.
Actively listen, ask questions to check understanding, and clearly express ideas.
Seek, reflect, act on, and give feedback.
Gather information from a range of sources to analyse facts and discern patterns.
Commit to understanding how the business works and building commercial awareness.
Learn and apply professional and technical standards (e.g. refer to specific PwC tax and audit guidance), uphold the Firm's code of conduct and independence requirements.
The Opportunity
As part of the Enterprise Performance Management team you contribute to client engagement and projects while developing your skills and knowledge to deliver quality work. As an Associate you focus on learning and contributing to client engagement and projects while developing your skills and knowledge to deliver quality work. You are exposed to clients to learn how to build meaningful client connections, learn how to manage and inspire others, and grow your personal brand by developing your technical knowledge of firm services and technology resources and understanding your strengths.
Responsibilities
- Engage in client projects to develop skills and deliver quality work
- Build meaningful client relationships and learn to manage and inspire others
- Expand technical knowledge of firm services and technology resources
- Contribute to team efforts and support senior staff
- Develop a deeper understanding of business context and changes
- Utilize critical thinking to break down complex concepts
- Uphold professional and technical standards and the firm's code of conduct
- Embrace ambiguity and use challenges as growth opportunities
What You Must Have
- Bachelor's Degree in Accounting, Finance, Computer Science, Information Technology
- 1 year of relevant OneStream platform experience
What Sets You Apart
- Master of Business Administration preferred
- Managing and executing large finance programs
- Leading the design and testing of OneStream
- Leading core Accounting areas
- Managing process improvement initiatives
- Building relationships with clients
- Working in an Agile project management environment
- Designing operational metrics for strategic plans
- OneStream Training Credentials: Designing an Application, Implementing, Building Basic Reports, or Getting Started with OneStream

Travel Requirements

Up to 60%

Job Posting End Date

The salary range for this position is: $63,000 - $140,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines