Entry Level Financial Planner Jobs in California

Industry/Sector

Not Applicable

Specialism

Finance

Management Level

Senior Associate

Job Description & Summary

The Opportunity
As a Finance Transformation - Anaplan Consultant, Senior Associate, you will engage with CEOs, CFOs, controllers, and treasurers to optimize finance functions and enhance their contribution to the business. Within our Finance practice, you will address challenges related to control standards, back-office efficiency, and business support through insightful analysis and strategic recommendations. In this role, you will help clients align financial planning, consolidation, reporting, and analytics processes to drive informed decision-making.
As a Senior Associate, you will leverage your skills to analyze complex problems and manage workstreams effectively. You will focus on building meaningful client relationships and developing a deeper understanding of the business context. You are expected to anticipate the needs of your teams and clients, navigating ambiguity to deliver quality outcomes. By mentoring Associates and other junior team members, you will foster a collaborative environment that encourages growth and development.
In this role, you will utilize a broad range of tools and methodologies to extract insights from industry trends, enhancing your personal brand and technical skills. You will be part of a dynamic team that values straightforward communication and ethical business conduct, contributing to the firm's overall strategies and success.
Responsibilities
- Collaborating with finance leaders to optimize financial planning and reporting processes
- Utilizing Anaplan to develop and implement enterprise performance management solutions
- Conducting complex data analysis to provide actionable business insights
- Supporting the alignment of financial systems and processes to enhance decision-making
- Leading the development of financial models and forecasts to drive strategic initiatives
- Engaging in financial data mining to identify trends and opportunities for cost reduction
- Developing and maintaining data visualization tools to improve financial reporting
- Reviewing and refining financial statements to validate accuracy and relevance
- Mentoring junior team members in financial management and analysis techniques
- Upholding ethical standards and business conduct in all client interactions
What You Must Have
- At least a Bachelor's degree
- At least 2 years of experience
What Sets You Apart
- Preference for at least one of the following fields of study: Accounting, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Finance, Risk Management/Insurance
- Demonstrating proficiency in Anaplan and financial modeling
- Utilizing data visualization software for insightful financial analysis
- Excelling in complex data analysis and financial forecasting
- Developing and optimizing financial planning and budgeting processes
- Embracing change and demonstrating intellectual curiosity in dynamic environments
- Building meaningful client connections through effective communication and teamwork

Travel Requirements

Up to 60%

Job Posting End Date

The salary range for this position is: $77,000 - $202,000. 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