Financial Planning Associate

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking.  We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Role Summary:

The Financial Planning Associate will be responsible for various financial operations, including developing budgets, forecasts, and financial models that support the company’s strategic goals and providing expense analysis and support to help make informed business decisions. A particular area of focus for this role includes supporting PIMCO’s sustainability and environmental data collection and reporting requirements. As a successful team member and contributor, you must have a high level of integrity, work well under pressure in a rapidly changing environment, and meet rigorous deadlines while maintaining accuracy. You will be self-motivated, self-directed, and confident with a collaborative approach.

As a global firm, many projects and tasks require close coordination with different teams and colleagues across the globe. Therefore, strong teamwork, collaboration, and communication skills across stakeholders (both inside and outside of the finance function) are essential. As the industry and our business continue to evolve and become more complex, a solutions-oriented mindset and the ability to adapt and think flexibly are essential.

Responsibilities:

The key responsibilities include, but are not limited to:

• Responsible for the preparation and reporting of financial results.

• Coordinate across departments to collect, analyze, and report on sustainability data (e.g., energy consumption, travel emissions, waste, water usage, and paper consumption).

• Assist with preparing annual operating plans/budgeting and forecasting. This includes planning for and leading discussions with business leaders (e.g., department heads) and providing insight and detailed analysis on departmental spending.

• Provide analysis on operating expenses, revenue, and headcount.

• Prepare monthly reports, conduct detailed analyses, and provide valuable insights in a timely manner. This includes communicating the results of assigned functions with respective business leaders.

• Serve as liaison between various teams.

• Assist in the documentation and maintenance of policies and procedures to ensure compliance and efficient operations.

• Proactively identify and implement opportunities for process improvement to enhance efficiency and effectiveness.

• Undertake special projects, ad-hoc reporting and analysis, and any other duties as assigned to contribute to the team and organization's success.

About You:

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

• Demonstrate the ability to work both independently and collaboratively within a team environment.

• Apply critical thinking skills to approach problem-solving from a comprehensive perspective.

• Possess a curious and proactive mentality, being a quick learner and adaptable to acquiring new processes, concepts, and skills.

• Exhibit flexibility in adapting to shifting priorities, managing deadlines, and supporting multifaceted initiatives in a fast-paced environment.

• Display outstanding organizational skills, including the ability to multitask and handle competing priorities effectively.

• Deliver assigned responsibilities with meticulous attention to detail and use effective interpersonal and communication skills.

• Embrace change and new technology, being proactive in finding opportunities for process improvement.

• Embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, which drive our dedication to delivering the best to our clients and each other.

Position Requirements:

• Experience as a Financial Analyst or in a similar role.

• Bachelor’s degree in Finance, Accounting, or a related field.

• Advanced proficiency in Microsoft Office Suite, particularly Excel with expertise in using PIVOT tables, VLOOKUP, and higher-level functions.

• Strong analytical and critical thinking skills for effective and autonomous problem-solving.

• Familiarity with ESG reporting frameworks and regulations (e.g., CSRD) is highly desired.

• Experience with Oracle EPM Cloud Planning, Alteryx, Python, and ERP systems like SAP is highly desired.

• Excellent written and verbal communication skills to engage professionally with individuals at all levels.

• Strong commitment to delivering high-quality work accurately and on time.

• Effective in responding to inquiries from management and maintaining positive relationships with internal and external contacts.

• Strong sense of urgency, exceptional organizational skills, and the ability to prioritize and balance multiple tasks with strict deadlines.

• Ability to collaborate effectively in a team environment while also being self-sufficient in achieving business objectives.

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.