Finance Consultant
Veritas Search Group
This role requires candidates who are currently authorized to work in the U.S. without sponsorship, and C2C arrangements are not accepted. This role is onsite in Irvine, CA. Position Summary We are seeking an experienced Finance Consultant to provide corporate finance support with a primary focus on board reporting, earnings materials, financial modeling, and executive-level presentations . This position will support a lean, high-performing finance organization during a period of increased workload. The ideal candidate will have exceptional Excel modeling skills, strong PowerPoint capabilities, and experience preparing financial materials for senior executives and board-level audiences. The role is primarily execution-focused, with the opportunity to support strategic finance and ad hoc financial modeling initiatives based on experience and performance. Key Responsibilities Prepare and update board presentation materials using established PowerPoint templates. Develop and maintain executive-level financial presentations and earnings-related materials. Refresh and maintain existing Excel models and financial reporting templates. Prepare weekly competitive intelligence and financial analysis updates. Support financial information and analysis used in board and executive discussions. Maintain accurate, clearly formatted, and executive-ready financial models and reports. Work across corporate and strategic finance functions as business needs require. Respond quickly to changing priorities and executive requests. Support ad hoc scenario modeling, sensitivity analysis, and financial analysis as needed. Partner with senior finance leadership on high-priority initiatives and deliverables. Required Qualifications Significant experience in Corporate Finance, Strategic Finance, FP&A, Investment Banking, M&A, or a related financial discipline . Advanced Excel skills with exceptional financial modeling capabilities. Strong understanding of three-statement financial modeling . Demonstrated experience maintaining and updating complex financial models. Advanced PowerPoint skills and experience preparing executive or board-level presentations. Ability to work efficiently within established financial and presentation templates. Strong analytical, organizational, and problem-solving skills. Ability to manage shifting priorities in a fast-paced environment. Excellent written and verbal communication skills. Strong executive presence and ability to communicate financial information clearly and concisely. Ability to work independently while collaborating closely with senior finance leadership. Preferred Qualifications Manager- or Director-level corporate finance experience. Experience working within a publicly traded company. Familiarity with SEC reporting, earnings cycles, and public-company reporting deadlines. Previous investment banking, M&A, or transaction-related experience. Experience with complex financial models, including three-statement models and transaction models. Experience preparing board reporting packages or earnings-support materials. Experience supporting ad hoc scenario modeling and strategic financial analysis. Additional Information This is a hands-on consulting role designed for an experienced finance professional who can quickly integrate into an established team and execute high-level financial work with minimal ramp-up time. #J-18808-Ljbffr Veritas Search Group
- ...with a willingness to learn and develop professionally Strong ethical standards and professional judgment Interest in personal finance, wealth management, or financial planning What We Offer Comprehensive training and professional development programs...SuggestedWork at office
$61k - $119k
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$50k - $75k
This range is provided by Prudential Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $50,000.00/yr - $75,000.00/yr Additional compensation types Annual Bonus and Commission Direct message...SuggestedMinimum wageFull timeContract workPart time$150k - $250k
Financial Representative (Career-Changers are welcome to apply) Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele...SuggestedWork experience placement$29.47 per hour
Who We Are Founded in 1965, Who We Are Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation’s top 10 public universities by U.S. News & World Report. The campus has produced five Nobel laureates and...Hourly paySeasonal workWork at officeLocal areaNight shift$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...For contractorsWork at office$120k - $260k
...professionals to join our high-performing sales team. As a Financial Consultant, you'll be the first point of contact for customers looking... ...! Responsibilities Consult with clients to assess their finances and determine if debt settlement is a viable option. Handle...Daily paidMonday to ThursdayFlexible hoursShift work$131k - $193.81k
...Analyst within our Corporate FP&A team you will be a trusted partner to some of the most senior leaders in the company, from the SVP of Finance to the finance professionals embedded across every business unit and support function. You won't just report on the business — you...InternshipWork from home$43k - $75k
...everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small... ...Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal...Contract workPart timeLocal areaImmediate startDay shift$43k - $75k
...everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small... ...Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal...Contract workPart timeLocal areaImmediate startDay shift$60k - $250k
...motivated, coachable, and driven to succeed. Competitive mindset with a history of leadership or achievement. No prior experience in finance is required—comprehensive training is provided. Must be authorized to work in the US. Strong interpersonal and communication...Remote workFlexible hours$120k - $125k
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Commercial Banking Professional Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace...Work experience placementWork at officeFlexible hours- Job Description Job Description Description We are seeking an experienced, client-focused Financial Advisor to serve as the lead relationship manager and primary decision partner for the firm's clients. Operating within a structured pod model alongside a Client Service...Work from home
$50k - $150k
Job Description Job Description As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life—from planning for major milestones to preparing for the unexpected. Through personalized strategies...Full timeContract workWork experience placementFlexible hours$90k - $110k
...the country. Position Overview This hybrid role offers an opportunity to contribute to the evolving landscape of real estate finance within a leading publicly traded REIT. The Associate – Finance will operate at the intersection of operational finance, advanced analytics...Full timeLocal area$110k
.... The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Retirement Plan Consultant will assist in managing the strategic planning, consulting, guidance, marketing, investment analysis and servicing of the assigned...Full timeContract workWork at officeLocal areaFlexible hours$120k - $260k
...professionals to join our high-performing sales team. As a Debt Consultant, you'll be the first point of contact for customers looking... ...! Responsibilities Consult with clients to assess their finances and determine if debt settlement is a viable option. Handle...Daily paidFull timeTemporary workFlexible hoursWeekend workAfternoon shift- ...this video to hear about a day in the life as an Orange County Northwestern Mutual Advisor: Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop...InternshipWork at officeWork from homeVisa sponsorshipFlexible hours
$22 - $26 per hour
About the Role: The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs,...Immediate start$24 - $34 per hour
Mechanics Bank is currently searching for a Personal Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site. Responsible for managing customer accounts...Hourly pay16 hoursWork experience placementWork from homeFlexible hours$127.63k - $237.01k
...risk and is responsible for profitable growth of the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The Secure and...Remote work$132.5k - $205k
...Community Reinvestment Act program. Perform other duties as assigned. Education/Experience Preferred: Bachelor’s Degree in Accounting, Finance, or other related fields. Must possess two or more years of experience in financial services with High‑Net‑Worth individuals and...Full timeFlexible hours$77k - $214k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob Description & SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our...Full timeH1bLocal area$124k - $280k
...The Opportunity As an Oracle Cloud Finance Consultant - Senior Manager, you will help organizations leverage enterprise technology to achieve their digital goals and capitalize on business opportunities. Within our Finance practice, you will guide clients in implementing...H1b$160k - $250k
Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors...$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$124k - $280k
...ApplicableSpecialismFinanceManagement LevelSenior ManagerJob Description & SummaryA career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of...Full timeH1b$99k - $130k
...solution, this may not be the role for you Work across functions and learn Anduril’s business top-to-bottom. You will interact with Finance, Engineering, Supply Chain, Manufacturing, and more Own detailed should cost models end-to-end, from on-the-ground gathering of...Afternoon shift
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