Top Hybrid Finance Jobs in Los Angeles, CA

Underwrite and structure complex commercial real estate investments from initial inquiry through closing. Lead financial and market analysis, coordinate due diligence, build and review Excel underwriting models (DCF/IRR/waterfall), present findings to Investment Committee, manage closings, and oversee onboarding with asset management. Supervise and develop direct reports.

Support implementation and operational management of corporate Treasury and online banking products. Onboard clients, complete setup and documentation, perform training, monitor reports, detect fraud risks, assist audits, resolve issues, and recommend process improvements.

This role involves leading federal tax compliance and planning for high-net-worth clients, developing client relationships, and mentoring staff.

Serve as primary advisor for high‑net‑worth clients, creating and delivering comprehensive financial plans across investments, tax, equity compensation, estate, and retirement. Lead client meetings, coordinate with portfolio management, tax and estate professionals, manage a book of typically <100 households, and drive organic growth via referrals, COIs, and business development.

Lead corporate tax planning, compliance, and ASC 740 provision or audit support across multiple clients. Manage engagements, business development, staff mentoring, tax research, and client relationships while ensuring quality, budgets, and firm profitability.

Lead the Cross-Functional team in delivering comprehensive solutions to financial and operational challenges, build client relationships, and mentor junior team members.

Provide interim finance leadership for a Los Angeles museum: administer NetSuite and planning systems, manage period close, journal entries, banking, restricted funds, fund accounting, reconciliations, budgeting/forecasting, financial reporting, compliance with donor requirements, and deliver financial analysis to support leadership.

The Associate will conduct accounting services for clients, perform fund accounting responsibilities, check junior team members' work, handle reconciliations, draft reports, and interact with clients regarding fund performance.

Provide holistic financial planning and investment advice to clients, integrating US and cross-border assets. Manage portfolios (401(k), IRAs, HSAs, 529s), develop tailored investment strategies, coordinate with tax and estate advisors, ensure SEC and international regulatory compliance, perform market research, and cultivate long-term client relationships.

The Auditor will provide auditing and accounting services for fraud investigations, analyze financial data, develop audit guidelines, and present findings in reports.