Top Hybrid Finance Jobs in Los Angeles, CA

Manage commercial lending portfolios for clients with $25MM–$2B revenue by researching complex credit investigations, underwriting, negotiating loan terms, identifying process improvements, presenting recommendations, and collaborating with internal and external stakeholders to manage risk and ensure compliance.

Lead national Emerging Middle Market Agricultural Lending portfolio management, providing senior credit approval, underwriting standards, and team leadership. Partner with Relationship Managers and Independent Risk to structure complex agricultural credits, monitor portfolio performance, drive process improvements, and coach distributed teams to balance growth and risk across agricultural sectors.

Lead credit administration and portfolio management for lender finance and asset-based lending clients. Analyze borrowing bases, collateral, financial performance, and credit documentation; prepare underwriting memoranda, renewals, refinancings, and audits; advise leadership on complex credit matters; collaborate with coverage teams and partners to identify opportunities and mitigate risk.

Lead tax department activities including quarterly and year-end provision calculations, corporate, partnership, and multi-state tax returns, ASC 740 compliance, tax audits, tax planning, cross-functional collaboration, supervising tax staff, and maintaining filing calendars and sales/VAT compliance.

Provide tax planning, compliance, and strategy for insurance clients: analyze financial data, prepare and file tax returns, validate regulatory compliance, draft tax documents, identify optimization opportunities, develop client relationships, navigate complex situations, and mentor junior staff.

Lead corporate FP&A activities including budgeting, forecasting, cash flow and balance sheet planning, financial modeling, reporting, and partnering with cross-functional leaders to provide insights for resource allocation and decision-making.

Prepare and review the company's SEC and statutory financial statements, disclosures, and MD&A in accordance with US GAAP. Coordinate external audits, implement new accounting pronouncements, partner with cross-functional and international teams, produce ad hoc reports (including ESG), and support technical accounting and transaction-related reporting.

Lead the intersection of Finance and Data to improve financial data quality, governance, and reporting for royalties and content accounting. Design SOX controls, align data with IFRS, partner with data engineering to build scalable finance data models and pipelines, and advise Finance, Accounting, and Technology stakeholders to enable audit readiness and accurate financial insights.

Lead commercial lending operations including originations, underwriting, funding, portfolio management, and reviews. Develop and implement lending strategies, ensure credit quality and regulatory compliance, manage and mentor the commercial lending team, provide portfolio analytics and risk assessments, coordinate with sales and internal partners, and present credit and portfolio recommendations to executive leadership and regulators.

Underwrite Middle Market technology accounts within authority using financial, operational, exposure, industry, and claims data. Assess technology-sector exposures (software, cloud, data centers, telecom, IP, professional services), manage broker/client relationships, underwrite new business and renewals, monitor portfolio performance and emerging risks, contribute to product/process improvements, and mentor junior underwriters.

Provide holistic financial planning to affluent and high-net-worth clients using J.P. Morgan Wealth Plan software. Collaborate with integrated teams to create and present customized plans covering asset allocation, retirement, trusts & estates, tax, insurance, philanthropy, college savings, and cash flow. Educate teams, cultivate referral relationships with advisors, develop business opportunities, and travel among regional offices as needed.

Support month-end close, prepare and review balance sheet reconciliations, maintain cash and fixed asset sub-ledgers, analyze financial statements, assess lease accounting, assist SOX and audit preparation, support FP&A and ad hoc accounting tasks, and provide backup to accounting leadership.