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Remote Transaction Advisory Jobs in California (NOW HIRING)

RSI

Remote FP&A Manager

San Diego, CA · Remote

$112K - $147K/yr

Corporate FP&A Manager San Francisco, CA, remote position Salary $120,000-$150,000 depending on ... Strategic & Transaction Advisory * Provide financial leadership on capital allocation decisions ...

Cherry Bekaert

Deal Advisory Director

Los Angeles, CA · On-site +1

$190.80K - $318K/yr

... or possibly remote for the right resource. Our National Deal Advisory practice supports M&A ... Throughout 2025, our team advised on ~650+ deals with an aggregate transaction value exceeding $25B.

Cherry Bekaert

Deal Advisory Director

Torrance, CA · On-site +1

$190.80K - $318K/yr

... or possibly remote for the right resource. Our National Deal Advisory practice supports M&A ... Throughout 2025, our team advised on ~650+ deals with an aggregate transaction value exceeding $25B.

Cherry Bekaert

Deal Advisory Director

San Diego, CA · On-site +1

$190.80K - $318K/yr

... or possibly remote for the right resource. Our National Deal Advisory practice supports M&A ... Throughout 2025, our team advised on ~650+ deals with an aggregate transaction value exceeding $25B.

Cherry Bekaert

Deal Advisory Senior Associate

San Diego, CA · On-site +1

$78.50K - $135.60K/yr

... or possibly remote for the right resource. Our National Deal Advisory practice supports M&A ... Throughout 2025, our team advised on ~650+ deals with an aggregate transaction value exceeding $25B.

Cherry Bekaert

Deal Advisory Senior Associate

Torrance, CA · On-site +1

$78.50K - $135.60K/yr

... or possibly remote for the right resource. Our National Deal Advisory practice supports M&A ... Throughout 2025, our team advised on ~650+ deals with an aggregate transaction value exceeding $25B.

Cherry Bekaert

Deal Advisory Senior Manager

Los Angeles, CA · On-site +1

$105.56K - $247.90K/yr

... or possibly remote for the right resource. Our National Deal Advisory practice supports M&A ... Throughout 2025, our team advised on ~650+ deals with an aggregate transaction value exceeding $25B.

Tax Alchemy

Tax Pro

Irvine, CA · On-site +1

$75K - $100K/yr

Tax Advisory Employment Type: Full Time Location: Remote Compensation: $75,000 - $100,000 / year ... Work with clients to understand their business objectives, major transactions, investment goals ...

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Remote Transaction Advisory information

What are the key skills and qualifications needed to thrive as a Remote Transaction Advisory professional, and why are they important?

To thrive as a Remote Transaction Advisory professional, you need strong financial analysis, due diligence, and accounting expertise, typically supported by a degree in finance or accounting and relevant certifications such as CPA or CFA. Familiarity with financial modeling tools, ERP systems, and data analysis software like Excel, Tableau, or Power BI is essential. Exceptional communication, time management, and problem-solving skills help you stand out in collaborating with clients and teams virtually. These skills are crucial for delivering accurate, timely, and actionable advice that drives successful transactions in a remote environment.

What are the most common challenges faced by professionals in remote transaction advisory roles, and how can they be addressed?

Professionals in remote transaction advisory often face challenges such as coordinating with cross-functional teams across different time zones, ensuring clear communication with clients, and maintaining data security when handling sensitive information. To address these challenges, it's important to leverage secure collaboration tools, establish regular virtual check-ins, and set clear expectations with both clients and team members. Proactively managing communication and staying organized can help maintain productivity and ensure smooth transaction processes, even when working remotely.

What is remote transaction advisory?

Remote transaction advisory refers to providing expert advice and support for business transactions, such as mergers, acquisitions, or financial restructuring, from a location outside the client’s office—usually via digital communication tools. Professionals in this field help clients analyze, structure, and execute deals while ensuring compliance with legal and financial regulations. Working remotely allows for greater flexibility and access to a global client base, using technology to facilitate collaboration and document sharing.

What is the difference between Remote Transaction Advisory vs Remote Due Diligence Specialist?

AspectRemote Transaction AdvisoryRemote Due Diligence Specialist
CertificationsCPA, CFA, or equivalentCPA, CFA, or equivalent
Work EnvironmentConsulting firms, corporate finance teamsFinancial services, consulting firms
Industry UsageInvestment banking, M&A, corporate financeInvestment analysis, risk assessment
Search IntentAdvisory on transactions, deal supportEvaluating target companies, risk due diligence

Remote Transaction Advisory and Remote Due Diligence Specialist roles share similar credentials and industry settings. However, Transaction Advisory focuses on providing strategic advice during mergers, acquisitions, and financial transactions, while Due Diligence Specialists primarily evaluate target companies' financial health and risks. Both roles are essential in the deal process but serve different functions within the transaction lifecycle.

What are the most commonly searched types of Transaction Advisory jobs in California? The most popular types of Transaction Advisory jobs in California are:
What are popular job titles related to Remote Transaction Advisory jobs in California? For Remote Transaction Advisory jobs in California, the most frequently searched job titles are:
What job categories do people searching Remote Transaction Advisory jobs in California look for? The top searched job categories for Remote Transaction Advisory jobs in California are:
What cities in California are hiring for Remote Transaction Advisory jobs? Cities in California with the most Remote Transaction Advisory job openings:
Remote Transaction Advisory jobs near you
Infographic showing various Remote Transaction Advisory job openings in California as of May 2026, with employment types broken down into 92% Full Time, 4% Part Time, 2% Temporary, and 2% Contract. Highlights an 74% Physical, 20% Hybrid, and 6% Remote job distribution.
Remote FP&A Manager

Remote FP&A Manager

RSI

San Diego, CA • Remote

$112K - $147K/yr

Full-time

Posted 19 days ago

Job description

Corporate FP&A Manager
San Francisco, CA, remote position
Salary $120,000-$150,000 depending on experience + 15% bonus + equity

Our client is a leading Publicly Traded Financial Services Company. They have a dynamic, supportive culture led by an exceptional leadership team that truly invests in employee growth and well-being. Our collaborative, team-first environment fosters genuine care for our people—backed by toptier professional development programs, clear paths for career advancement, and a highly competitive total compensation package. This position is remote.

Are you a strategic thinker with a passion for turning complex financial data into actionable insights that drive business success? We're seeking an experienced Corporate FP&A Manager with at least 1year of management experience to join our collaborate finace team.

Responsibilities
Financial Forecasting & Planning
  • Own multi-year financial forecasts incorporating premium growth, loss ratios, expense trends, investment income, and market conditions
  • Develop projections across underwriting performance, operating expenses, capital management, and credit-risk transfer (CRT) transactions
  • Enhance forecasting methodology through trend analysis, scenario modeling, and assumption governance
  • Partner with actuarial teams to align forecasts with reserve and loss projections
Financial Modeling & Scenario Analysis
  • Build complex models to support strategic and transaction decisions including:
  • Reinsurance & CRT structures (capital relief vs. economic cost)
  • Debt refinancing and make-whole call timing
  • Deferred acquisition cost (DAC) amortization aligned to premium earning patterns
  • Perform stress testing and sensitivity analysis for economic downturns, catastrophe exposure, and rate changes
  • Strategic & Transaction Advisory
  • Provide financial leadership on capital allocation decisions (share repurchases, dividends, growth investments)
  • Support negotiation and optimization of CRT and reinsurance programs
  • Evaluate investment strategies and asset-liability impacts on statutory and economic capital
  • Assess regulatory capital implications (RBC, rating agency models)
KPI & Performance Analytics
  • Develop and monitor insurance-specific KPIs including:
  • Combined ratio, loss ratio, expense ratio
  • Premium growth and retention
  • Return on equity (ROE) and capital efficiency
  • Conduct profitability and cost-per-policy analysis by product and channel
  • Variance Analysis & Controls
  • Lead monthly and quarterly variance analysis vs. plan and forecast
  • Identify drivers across underwriting results, claims development, expenses, and investments
  • Strengthen forecasting accuracy and financial controls in partnership with accounting and actuarial teams
Executive & Board Reporting
  • Prepare Board and executive presentations covering:
  • Financial performance and outlook
  • Capital adequacy and deployment
  • Reinsurance/CRT strategy
  • Market and economic risk scenarios
  • Provide forward-looking sensitivities during periods of volatility

Qualifications
  • Bachelor’s degree in finance, Accounting, Economics, or related field (MBA preferred)
  • 7+ years of progressive FP&A or corporate finance experience within insurance or financial services preferred
  • Advanced financial modeling and forecasting expertise
  • Strong executive communication and presentation skills
  • Advanced Excel and financial systems (Adaptive, Anaplan, Hyperion, Power BI, etc.)


Equal Opportunity Employer
Recruiting Solution Incorporated is proud to be an Equal Opportunity Employer. We are committed to building diverse and inclusive workplaces and welcome candidates of all backgrounds, regardless of gender identity or expression, sexual orientation, national origin, religion, marital status, veteran status, age, disability, or race.