Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planning, Senior Advisor

Southern California Edison (SCE)

Join the Clean Energy Revolution Join Southern California Edison (SCE) as a Financial Planning, Senior Advisor and contribute to the financial strategies that support a cleaner, safer, and more reliable energy future. In this role, you will deliver high-quality financial analysis, strategic insights, and decision support to help manage the company’s financial resources and advance key operational priorities. As part of the Operational Finance organization, you will partner closely with SCE’s operating units to develop short- and long‑term financial forecasts, support operational planning and budgeting, evaluate financial performance, and contribute to regulatory filings. You will provide trusted financial guidance through monthly forecasts, variance analyses, and recommendations that enable informed business decisions. This position plays a critical role in identifying cost‑saving opportunities, improving financial transparency, and supporting effective stewardship of SCE’s financial assets. The ideal candidate brings strong analytical capability, sound business judgment, and the ability to translate complex financial information into actionable insights for leaders and stakeholders. As a Financial Planning, Senior Advisor, your efforts will help power our planet, reduce carbon emissions, and promote cleaner air for all. Are you prepared to embrace the challenge and help us shape the future? Responsibilities Defines and implements the financial analysis strategy, providing consistent financial insight and analysis to support effective enterprise strategy development, decision making and performance management. Drives all financial reporting cycles with relevant and accurate information, including monthly results, statutory reports, short and long term forecasts/budgets and the overall finance strategy. Ensures all Financial Analysis activities are carried out in compliance with internal and external regulatory requirements and governance standards. Conducts executive level financial analysis presentations and communicates recommendations to senior leadership as required. Shapes the financial evaluation and development of business cases for capital projects or capital program reviews that have a major financial or operational impact to the organization. Monitors capital investment for all authorization levels and ensures all revisions are submitted promptly for approval. Guides the resolution of complex financial issues, developing least cost or cost benefit analysis or identifying innovative solutions for various scenario analyses. Optimizes the provision of financial advisory support to the enterprise including analysis of potential investments, mergers, acquisitions, or divestitures. Coordinates the analyst training program, ensuring a robust curriculum which delivers optimal learning outcomes. Champions the implementation of risk management and internal controls processes, including assessment and monitoring current internal controls to ensure they are adequately designed and operating effectively in compliance with accounting, organizational, and regulatory policies. Accelerates innovation within Financial Analysis, identifying ways to improve working processes through the application of automation or other technology solutions. A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity. Minimum Qualifications Ten or more years of experience in financial planning, modeling and/or forecasting. Preferred Qualifications Bachelor’s or master’s degree or higher in finance, Economics, Business, or related equivalent. Experience with “utility” financial planning and accounting methodologies. Experience building reports and ability to track, analyze and maintain the accuracy and integrity of large amounts of data using SAP, Excel, Word, PowerPoint, Power BI, Access and similar databases. Experience interpreting and applying General Accepted Accounting Principles (GAAP) and other regulatory requirements. Experience leading projects and working with cross‑functional teams. Excellent verbal and written presentation skills including ability to communicate financial information and recommendations to senior management. Additional Information This position’s work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days. Unless otherwise noted, employees are required to work and reside in the state of California. Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs. Visit our Candidate Resource page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more! Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. The primary work location for this position is Rosemead, CA. Position will require up to 15% traveling and being out in the field throughout the SCE service territory. There will be an assessment as part of the interview process. About Southern California Edison The people at SCE don’t just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world. Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status. We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at View email address on click.appcast.io or View phone number on click.appcast.io and select option 2. #J-18808-Ljbffr Southern California Edison (SCE)

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Planning, Senior Advisor in Rosemead, CA vacancy
  • Southern California Edison is seeking a Financial Planning, Senior Advisor to deliver high-quality financial analysis, strategic insights, and decision support to manage financial resources and advance operational priorities. The role partners with operating units to develop... 
    Senior
    Temporary work

    Southern California Edison

    Rosemead, CA
    1 day ago
  • Dormont Manufacturing Co is seeking a Wealth Planning Specialist located in Los Angeles, California. The successful candidate will support Merrill advisors in achieving clients' objectives in wealth transfer and tax minimization. Responsibilities include leading client... 
    Senior

    Dormont Manufacturing Co

    Los Angeles, CA
    2 days ago
  • Brighton Jones LLC is seeking an experienced Advisor to manage client service teams in Los Angeles. The ideal candidate will excel in financial planning and wealth management, ensuring client needs are met with high standards. This full-time position requires 4+ years of... 
    Senior
    Full time
    Flexible hours

    Brighton Jones LLC

    Los Angeles, CA
    1 day ago
  • $70k - $80k

    Bank of America is looking for a financial advisor in South El Monte, California, to provide personalized financial services by assessing client needs and devising strategies. The role requires strong knowledge of investment products and interpersonal skills to manage client... 
    Suggested

    Bank of America

    South El Monte, CA
    11 hours ago
  • Southern California Edison (SCE) is seeking a Financial Planning, Senior Advisor to lead advanced financial analysis, forecasting, and decision support across operational units, advancing cleaner energy goals. In this hybrid role based in Rosemead, CA, you will deliver... 
    Senior

    Thomson Reuters Markets Espana SL.

    Rosemead, CA
    1 day ago
  • Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst for the Branch. This role delivers advanced financial planning, builds deep client relationships, and coordinates with product specialists to offer holistic solutions. It emphasizes compliant, high... 
    Senior

    Citigroup Inc.

    Temple City, CA
    2 days ago
  • Southern California Edison (SCE) is seeking a Financial Planning Senior Advisor to deliver high-quality financial analysis, forecasts, and decision support for the Operational Finance organization. The role partners with operating units to develop short- and long-term plans... 
    Senior
    Temporary work

    Southern California Edison (SCE)

    Rosemead, CA
    1 day ago
  • Edisonrefertalent is looking for an IT Systems and Financial Advisor to lead the financial planning systems that support a sustainable energy future at Southern California Edison. This role involves collaboration with various teams to enhance system reliability and integration... 

    Edisonrefertalent

    Rosemead, CA
    11 hours ago
  • A leading financial services firm in Los Angeles is seeking a Financial Professional to manage plan sponsor relationships and provide retirement and investment education. The...  ...offers professional development and competitive benefits. #J-18808-Ljbffr Voya Financial Advisors

    Voya Financial Advisors

    Los Angeles, CA
    3 days ago
  •  ...Accountant in South El Monte, California. This role involves analyzing financial information, preparing financial reports, and performing...  ...have a strong background in accounting and financial planning, ideally within a manufacturing setting. The position requires... 
    Senior

    RBC Bearings

    South El Monte, CA
    2 days ago
  •  ...prepare journal entries, reconcile bank statements, and ensure GAAP compliance. The role covers financial reporting, budgeting, forecasting, audits, and collaboration with health plans. Requires a Bachelor’s in Accounting, 3+ years of accounting experience, knowledge of SOX... 
    Senior

    Jobtailor

    Alhambra, CA
    2 days ago
  • Bank of America in Rosemead is looking for an enthusiastic client representative to manage financial center client relationships. This role requires engaging with both individual and small business clients, ensuring they receive exceptional service and solutions tailored... 
    Senior

    Bank of America

    Rosemead, CA
    2 days ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. This role includes triaging client leads and recommending brokerage products based on individual needs. The ideal candidate will have Series 7 & 66 licenses and at least a... 

    Bank of America

    Downey, CA
    11 hours ago
  • $115k - $140k

    Dormont Manufacturing Co is seeking an experienced Senior Financial Planner to support high-net-worth individuals in Century...  ...role involves designing comprehensive financial plans, collaborating with Wealth Advisors, and conducting tax analyses to help clients grow their... 
    Senior

    Dormont Manufacturing Co

    Los Angeles, CA
    3 days ago
  • ASPIRIANT LLC in Los Angeles seeks a Senior Associate for Wealth Management to assist managers...  ...with client services and preparation of financial documents. The role requires strong...  ...and knowledge of personal financial planning. Ideal candidates will have a Bachelor’s... 
    Senior

    ASPIRIANT LLC

    Los Angeles, CA
    2 days ago
  • $90k - $105k

     ...reconciliations, profit and loss statements, journal entries, and financial reporting. Review daily bank transactions, accounts receivable...  ...financial data, and support the company’s strategic financial planning initiatives. Prepare and maintain accurate, timely financial... 
    Senior

    Talent Elite Group

    Monterey Park, CA
    1 day ago
  • Bank of America is hiring for a financial advisory position in Los Angeles, California. This role involves working closely with clients...  ...tailored solutions. Responsibilities include building financial plans and recommending investment products. The ideal candidate will... 

    Bank of America

    Los Angeles, CA
    11 hours ago
  • Bank of America in Norwalk, California, seeks a dedicated financial advisor to guide clients towards their financial goals. Responsibilities...  ...include triaging client leads and building customized financial plans using brokerage products. Qualifications include Series 7 & 6... 

    Bank of America

    Norwalk, CA
    11 hours ago
  • Fifth Third Bancorp is seeking a Financial Advisor in Los Angeles for a full-time role. The position focuses on delivering personalized financial guidance, developing wealth management plans, and servicing client accounts to build long-term relationships. Responsibilities... 
    Full time

    Fifth Third Bancorp

    Los Angeles, CA
    1 day ago
  • Edisonrefertalent is seeking a Senior Advisor, Financial Analysis to perform research and financial analyses to support optimal utilization of...  ...applicants will have ten years of experience in financial planning or modeling and a Bachelor's Degree in Finance or related... 
    Senior
    Remote work

    Edisonrefertalent

    Rosemead, CA
    1 day ago
  • $125k - $175k

     ...Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-...  ...by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial... 
    Senior

    Virtus Investment Partners

    Los Angeles, CA
    4 days ago
  • $83.92k - $125.88k

    Citigroup Inc. is seeking a Wealth Relationship Manager in Temple City, California to drive client relationships and provide financial planning solutions. The role requires strong analytical and communication skills, as well as 5-8 years of relevant experience. Responsibilities... 
    Senior
    Full time

    Citigroup Inc.

    Temple City, CA
    11 hours ago
  • Bank of America is seeking a Financial Advisor in Los Angeles to provide comprehensive client solutions to achieve their financial goals. Responsibilities...  ...include collaborating with clients to build financial plans, recommending brokerage products, and managing client... 

    Bank of America

    Los Angeles, CA
    3 days ago
  • $25 - $28 per hour

     ...of related experience and strong communication skills. The base pay ranges from $25.00 to $28.00 per hour, based on experience and qualifications. Full-time employees enjoy competitive benefits including medical, dental, and retirement plans. #J-18808-Ljbffr Cathay Bank
    Senior
    Hourly pay
    Full time

    Cathay Bank

    Arcadia, CA
    2 days ago
  •  ...Senior Financial Analyst – Southern California Edison (SCE) This role supports utility regulatory proceedings by determining revenue requirements...  ...Qualifications Five or more years of experience in financial planning, modeling and/or forecasting. Preferred Qualifications... 
    Senior
    Remote work

    Edisonrefertalent

    Rosemead, CA
    1 day ago
  • $100k - $115k

     ...markets. We are looking for a strategic, analytical, and highly collaborative Senior Planner to join our Planning team. This individual will play a critical role in driving the financial success of our Outlet business by developing inventory strategies, optimizing product... 
    Senior
    Seasonal work
    Work at office

    Socotra, Inc.

    Los Angeles, CA
    4 days ago
  • BMO is seeking a seasoned professional to manage high net worth client relationships while leading credit strategies. The ideal candidate will have extensive experience in client service, sales, and credit qualifications. The role requires developing internal and external...
    Senior

    BMO

    Los Angeles, CA
    3 days ago
  • $120k - $150k

     ...Blockstream is seeking a Senior Financial Analyst to join our finance team in Los Angeles. This role involves leading strategic financial planning across our Consumer Products and Enterprise Solutions divisions. The ideal candidate will have 4-7+ years of experience in... 
    Senior

    Blockstream

    Los Angeles, CA
    2 days ago
  • Overview The Corporate Senior Financial Analyst plays a vital role in AHMC Healthcare, Inc. operations. The Corporate Senior Financial Analyst...  ...hospitals quarterly financials requested by health plans. Prepare monthly self-insurance and workers compensation entries... 
    Senior
    Work at office
    Home office

    Air Combat Effectiveness Consulting Group, LLC

    Alhambra, CA
    3 days ago
  •  ...Relationship Manager in Whittier, California, who will leverage their financial expertise to foster and cultivate relationships with affluent...  .... The position offers a competitive salary and benefits inclusive of medical, dental, and a 401(k) plan. #J-18808-Ljbffr... 
    Senior

    Citi

    Whittier, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning, Senior Advisor. Be the first to apply!