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Financial Management Assistant Jobs in California

US Department of the Navy

$50K/yr

You will serve as a FINANCIAL MANAGEMENT ANALYST in the BUSINESS OPERATIONS MANAGEMENT DEPARTMENT ... to assist in the maintenance of records relating to transactions. Additional qualification ...

New

Trilogy Financial

Wealth Management Assistant

Corona, CA · On-site

$27/hr

Description The Wealth Management Assistant (WMA) position is the first step to becoming a licensed ... Demonstrate proficiency in essential financial programs and platforms, including eMoney, Salesforce ...

Trilogy Financial

Wealth Management Assistant

Corona, CA · On-site

$27/hr

The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor ... Demonstrate proficiency in essential financial programs and platforms, including eMoney, Salesforce ...

U.S. Department of Defense (DOD)

$50K/yr

You will serve as a FINANCIAL MANAGEMENT ANALYST in the BUSINESS OPERATIONS MANAGEMENT DEPARTMENT ... to assist in the maintenance of records relating to transactions. Additional qualification ...

New

Graybar

Financial Management Trainee

Dublin, CA · On-site

$25/hr

As a Financial Management Trainee, you will develop a working knowledge and understanding of ... Evaluate and analyze prospective customers. * Assist in management of customer accounts and ...

Graybar

Financial Management Trainee

Dublin, CA

$25/hr

As a Financial Management Trainee, you will develop a working knowledge and understanding of ... Evaluate and analyze prospective customers. * Assist in management of customer accounts and ...

Tencent

Financial Management and Analysis

Palo Alto, CA · On-site

$80K - $109K/yr

Review and analyze financial performance and efficiency, and assist the business team in improving ... Excellent communication and stakeholder management skills, with the ability to work effectively ...

Tencent

Financial Management and Analysis

Palo Alto, CA

$80K - $109K/yr

Review and analyze financial performance and efficiency, and assist the business team in improving ... Excellent communication and stakeholder management skills, with the ability to work effectively ...

Tencent

Financial Management and Analysis

Palo Alto, CA

$81K - $151K/yr

Review and analyze financial performance and efficiency, and assist the business team in improving ... Excellent communication and stakeholder management skills, with the ability to work effectively ...

Tencent

Financial Management and Analysis

Palo Alto, CA

$81K - $151K/yr

Review and analyze financial performance and efficiency, and assist the business team in improving ... Excellent communication and stakeholder management skills, with the ability to work effectively ...

PM2CM

Management Assistant - Hybrid

Anaheim, CA · On-site

Budget Tracking: Assist in monitoring project budgets, tracking expenses, and reporting financial status to project managers and relevant stakeholders. * Post-Project Evaluation: Participate in post ...

PM2CM

Management Assistant - Hybrid

Anaheim, CA · On-site

Budget Tracking: Assist in monitoring project budgets, tracking expenses, and reporting financial status to project managers and relevant stakeholders. * Post-Project Evaluation: Participate in post ...

PM2CM

Management Assistant - Hybrid

Anaheim, CA · Hybrid

Budget Tracking: Assist in monitoring project budgets, tracking expenses, and reporting financial status to project managers and relevant stakeholders. * Post-Project Evaluation: Participate in post ...

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Financial Management Assistant information

What does a financial management assistant do?

A financial management assistant supports financial operations by preparing reports, maintaining records, and assisting with budgeting and accounting tasks. They often use financial software and require strong organizational and numerical skills to ensure accurate financial data handling.

What is the role of a financial manager assistant?

A financial management assistant supports financial managers by preparing reports, maintaining financial records, and assisting with budgeting and accounting tasks. They often use financial software and require strong organizational and analytical skills to ensure accurate financial operations.

What does a financial assistant do?

A financial management assistant supports financial operations by preparing reports, maintaining records, and assisting with budgeting and accounting tasks. They often use financial software and require strong organizational and numerical skills to ensure accurate financial data handling.

How much do finance assistants get paid?

Finance assistants typically earn a median annual salary of around $40,000 to $50,000, depending on experience, location, and the industry. Entry-level positions may start lower, while experienced assistants or those with specialized skills can earn higher wages. Salaries often increase with additional certifications or advanced financial knowledge.

What is the difference between Financial Management Assistant vs Bookkeeper?

AspectFinancial Management AssistantBookkeeper
CredentialsBasic finance or accounting certifications, relevant experienceOften no formal certification, experience in bookkeeping
Work EnvironmentOffice settings, supporting financial teamsOffice or remote, focused on recording transactions
Employer & IndustryBusinesses, nonprofits, government agenciesSmall businesses, accounting firms, organizations
Primary ResponsibilitiesAssisting with financial reports, budgeting, data entryRecording financial transactions, reconciling accounts

The main difference is that a Financial Management Assistant supports broader financial functions like budgeting and reporting, while a Bookkeeper primarily focuses on recording and reconciling financial transactions. Both roles require attention to detail and familiarity with financial software, but the Assistant often has a wider scope of responsibilities.

What are the most commonly searched types of Financial Management jobs in California? The most popular types of Financial Management jobs in California are:
What cities in California are hiring for Financial Management Assistant jobs? Cities in California with the most Financial Management Assistant job openings:
Financial Management Assistant jobs near you
Infographic showing various Financial Management Assistant job openings in California as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Financial Management Analyst

People, Technology & Processes

Coronado, CA • On-site

$80K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

Job Title: Financial Management Analyst Job Location: Coronado, CA Salary: $80K-$85K Clearance: Secret Travel: N/A
Purpose
The primary purpose and responsibility of the Fund Distribution Financial Analyst are to assist government employees with the full scope of appropriated funds; budget, distribution, control, and reporting for the Navy
Responsibilities
  • Conduct actuate data entry into official financial systems, internal trackers, and other required documents or systems related to accomplish the assigned tasks.
  • Construct financial string of data to establish appropriate financial information pointers within the official accounting system via official templates provided by system owners.
  • Extract data, daily, from official financial systems and internal trackers to collect and compare.
  • Ensure all financial data comply to the USSOCOM DFAS 7097 report.
  • Ensure provide record maintenance is adhered too, by saving all official documents to the Share Drive, SharePoint, or uploaded to the proper system (e.g. HP TRIM, SIPR, NIPR).
  • Conduct reconciliation of any imbalance of financial systems and trackers.
  • The contractor shall provide N711 Funds Control status updates, until complete, on any reconciliation conducted.
  • Adhere to all classification marking on established and draft documents.
  • Provide other assistance in direct or indirect support of accomplishing Data Entry, Extraction, Maintenance, and Reconciliation requirement..
  • Trend and Forecast Analysis
  • Conduct trend analysis by gathering, collecting, and comparing historical data. This collection data will be used to compare funds distribution history and trends, and historical trends.
  • Store data gathered, collected, and compared on provided N71 Share Drive and/or SharePoint (NIPR or SIPR).
  • Convert all gathered, collected, and compared into information that will aid in decision making.
  • Provide forecast and projection on the applicable data gathered, collected, and compared.
  • Provide recommendations or keynotes pertaining to the trend analysis and/or forecast analysis.
  • Provide other assistance in direct or indirect support of accomplishing Trend and Forecast Analysis requirement.

Financial Reporting
  • Provide daily financial status reports to the N711 Funds Control.
  • Provide start and middle of month Oversea Contingency Operation (OCO) execution reports to N711 Funds Control.
  • Provide start and middle of month Exercise report to N711 Funds Control.
  • Provide start and middle of month Military Construction and Procurement reports to N711 Funds Control.
  • Aid N711 Funds Control on other financial reports and data calls as needed.
  • Aid N71 Budget Department on other financial reports and data calls as needed.
  • Provide narratives to updates and change in report statuses.
  • Assist in making budgetary presentations to management, operating officials, and subordinate command financial personnel, representing N711 Funds Control to impart information and support recommendations.
  • Assist in defending budgetary estimates, answering questions, and providing clarification.
  • Assist in defending budgetary estimates, certified obligations, responding to "Request for Information" (RFI), and providing clarification as required.
  • Provide other assistance in direct or indirect support of accomplishing Financial Reporting requirement.

Funds Distribution
  • Review to concur or reject Funds Request via the N71 Budget Funds Request portal.
  • Create business feeder system authority distribution document (e.g. CFMS-C Decision Sheets or FASTDATA RC Adjustments), route for approval, and generate.
  • Create Funds Authorization Documents (FAD) within EFD then route for approval.
  • Ensure funds are balance amongst all financial systems and tracker before the close of business, no later than, 1700PST.
  • Follow distribution plans approved by N7 Comptroller, N71 Budget Officer, and N711 Funds Control Supervisor.
  • Comply with DoD Financial Management Regulations.
  • Provide other assistance in direct or indirect support of accomplishing Funds Distribution requirement.
  • Desktop Procedure Documenting
  • Document N711 Funds Control internal business process.
  • Submit one completed draft to N711 Funds Control.
  • Provide support on business process improvement projects it directly relates to Funds Distribution, Financial Reporting, Analysis, and Data

Qualifications
  • Possess a valid state driver's license.
  • Be able to operate a Personal Computer (PC) with common/standard business software programs.Be proficient in Microsoft Office applications to include Word, Outlook, Excel, and PowerPoint.
  • Be able to communicate clearly and effectively with others, both verbally and in writing.
  • Enter data into multiple databases accurately.
  • Possess a SECRET Security Clearance.
  • Program/Project Management, SOF & Experience (desired)
  • Level II Intermediate -a Bachelor's Degree (Master's Degree is preferred) in a related discipline and 10-years of experience in the field of work.

About Our Company:
As a Service Disabled, Veteran Owned Small Business (SDVOSB) we are a provider of Information Technology (IT) professional services, software solutions and professional development training. Our core competencies evolved from leveraging IT enablers for knowledge management with an emphasis on Web Based Knowledge Portals and Portal Services, Server/System Services, SharePoint Development and System Administration and SQL Server Services. Our capabilities have expanded to include software development, technical training support and field support services.
Guiding Principles
  • Satisfy the customer - "Exceed expectations"
  • Set the Example - "Be out front"
  • Be Responsive - "Timing is everything"
  • Persevere - "Find a way"

Benefits
PTP offers a comprehensive benefits program:
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Supplemental benefits (Short Term Disability, Cancer & Accident).
  • Employer-sponsored Basic Life & AD&D Insurance
  • Employer-sponsored Long Term Disability
  • Employer-sponsored Value Adds - FreshBenies
  • 401(k) with matching

Holidays and Annual Leave
  • 11 Paid Holidays
  • 120 hours PTO accrual per year

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