Top Hybrid Finance Jobs in Los Angeles, CA

Manage and develop a team of business bankers to grow relationships, onboard and retain customers, oversee risk controls, drive revenue, mentor staff, and collaborate across departments. Ensure compliance with Loan Originator (LO) regulatory requirements and support process improvement and resource allocation for Small Business Banking.

Work with a Financial Advisor to gather client financial information, assess investment profiles and needs, recommend suitable financial products, grow and retain client assets, and perform delegated advisor tasks. Role may include Loan Originator customer needs assessment and compliance with FINRA, SAFE, and regulatory licensing requirements.

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.

Provide tax advice to financial services clients (real estate focus), manage local and international tax matters, advise on pricing between related parties, support tax structuring for transactions, drive digitization and automation, mentor junior staff, build client relationships, and uphold professional and technical standards.

Lead global information reporting tax engagements: ensure compliance, analyze financial data, develop tax strategies, oversee filings, build client relationships, mentor teams, drive business development, and promote technological improvements across PwC network.

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.

Support equity acquisitions for MetLife's general account and third-party investors by underwriting, valuing, and conducting due diligence on commercial and alternative real estate assets. Build advanced Excel and ARGUS models, prepare transaction memos, coordinate due diligence and closings, interface with internal and external partners, and present deals to the investment committee.