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Financial Associate Jobs in Fallbrook, CA (NOW HIRING)

Avantus

Associate, Project Finance

San Diego, CA · On-site +1

  • Medical

  • Dental

  • Retirement

  • PTO

The Associate would support a team of Project Finance professionals who source, negotiate, and ... Own every aspect of the project financial model for both mid-stage and late-stage development ...

Avantus

Associate, Project Finance

San Diego, CA · On-site

The Associate would support a team of Project Finance professionals who source, negotiate, and ... Own every aspect of the project financial model for both mid-stage and late-stage development ...

Cherokee Federal

Financial Investigator

San Diego, CA · On-site

$90K - $98K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Finance Associate * Financial Planner * Budget Specialist * Financial Investigator Keywords: * Financial analysis * Financial planning * Budget management * Financial reporting * Financial systems ...

UBS

Wealth strategy Associate

La Jolla, CA · On-site

$70K - $95K/yr

Does financial data excite you? We're looking for a Wealth Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand the ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Fallbrook, CA

Financial Associate information

See Fallbrook, CA salary details

$32K

$73.8K

$144.6K

How much do financial associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for financial associate in Fallbrook, CA is $73,757.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,400.00 and $80,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Fallbrook, CA?

The most popular types of Financial jobs in Fallbrook, CA are:

What cities near Fallbrook, CA are hiring for Financial Associate jobs?

Cities near Fallbrook, CA with the most Financial Associate job openings:

Financial Associate jobs near you

Associate, Project Finance

Avantus

San Diego, CA • On-site, Remote

Full-time

Medical, Dental, Retirement, PTO

Re-posted 18 days ago

Job description

ABOUT AVANTUS
Avantus develops, owns and operates utility-scale clean energy projects across California and the Desert Southwest. Our development pipeline of solar with integrated storage will generate enough dispatchable power to serve more than 10 million Americans, day and night. Backed by strategic investment from KKR and EIG, and building on more than a decade of industry leadership, Avantus is growing its position as an independent power producer, delivering affordable, reliable clean energy solutions to meet America's growing energy demand.
ABOUT THE POSITION
We are seeking a highly motivated and organized candidate for the Associate, Project Finance position. The successful candidate will demonstrate sound industry knowledge, superior communications, and detail-oriented organizational skills.
The Associate would support a team of Project Finance professionals who source, negotiate, and execute project sales and structured financings, including whole or partial cash equity sales, construction financing, back leverage debt, and tax equity financing. The position requires an individual who thrives in a fast-paced environment, constantly collaborating with various internal and external teams to meet project and transaction deadlines. The individual would ultimately be responsible for supporting day-to-day execution of these transactions and performing analysis on the market and investors to develop project-specific valuations and economic sensitivities.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Project Valuation and Modeling:
  • Able to work independently and collaboratively with a cross-functional team.
  • Own every aspect of the project financial model for both mid-stage and late-stage development assets, including significant time working on project offtake bidding and structuring.
  • Monitor the debt, tax equity, and cash equity markets for appropriate valuation techniques and pricing
  • Prepare and explain capital structure sensitivities, becoming intimately familiar with the potential capital permutations and value levers
  • Understand the various development, construction, and operational inputs to the model, working closely with cross-functional experts in various functional groups such as Origination, Land Acquisition, Development, Construction, Engineering/Optimization, Storage, Interconnection, etc.

Transaction Support:
  • Support (and eventually lead) various aspects of a project sale and financing, including but not limited to:
  • Due Diligence
  • Process Timelines
  • Data room Management
  • Term Sheet and Transaction Document Support
  • Market/Transmission Reports
  • Appraisal and Cost Segregation Reports
  • Insurance Consultant Reports
  • Project Closing activities
  • Support Project Finance lead on marketing of project capital structure to outside parties, interacting with lenders, tax equity investors, infrastructure funds, and strategic buyers
  • Preparation and delivery of materials for Investment Committee and Risk Committee review and approval

Transaction Monitoring:
  • Support projects that are in construction or operational and financed by Avantus, including construction loan draws, refinancing activities, consent processes, financing document compliance, and modeling
  • Apply learnings from closed financial transactions and Avantus' operational project portfolio to revise financial underwriting assumptions for development asset modeling and pricing

Marketing Analysis:
  • Macroeconomic analysis, including impacts of tax law change, interest rate environments, and broader sector trends
  • Monitoring of the power markets, including structured energy transactions, to help ensure project finance ability and valuation

Cross-Functional Support and Collaboration:
  • Support other functional areas in ways such as:
    • PPA Pricing and Finance ability analysis
    • Design/Engineering Optimization
    • EPC and O&M Contract Negotiations
    • Corporate FP&A Rollup analysis
    • Lease vs. Buy analysis

Other Responsibilities:
  • Support transaction team in various approval stage-gate and committee review processes
  • Manage various tracker and tool updates and dissemination, as needed

REQUIRED SKILLS AND QUALIFICATIONS
  • Minimum 1-2 years of project finance, corporate finance, or investment banking experience in renewable energy or similar industry
  • Familiarity with project finance structures, including tax monetization, tax credit financing, construction financing, and back-leverage;
  • Demonstrated ability to work with cross-functional teams, including managing the financial, legal, and internal review
  • Strong communication skills with proven track record in building relationships and working in cross-functional collaborative teams
  • Comfortable working in a fast-moving and dynamic environment
  • Familiary with various discounted cash flow analysis, including pre-tax, after-tax, unlevered, and levered returns

NICE TO HAVES
  • Experience creating project marketing materials, including teasers, CIMs, and managing data rooms
  • Demonstrated ability to bring closure to complex and high value business transactions under tight timeframes; investment banking experience a plus

#LI-Hybrid
Avantus offers competitive compensation with an excellent benefits package, including 401(k) matching; comprehensive medical and dental plan options; and flexible PTO. We are an equal-opportunity employer.
The base salary range for this full-time position is listed below (plus bonus and benefits). Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position in California. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for the applicable location during the hiring process. Please note that the compensation details listed reflect the base salary only, and do not include bonus and benefits.
Pay Range
$118,097-$138,938 USD

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