CareerPlan

Finance Lead - Operating Group Finance

Irvine, CA, USFull-time$99k–$159k2026-10-15 → 2026-11-09

Core

Lead and participate in efforts providing insight and deep financial analysis to senior leaders across Capital Group, driving cross-functional business strategy and acting as a key finance partner for Investment Group functions.

Role type

Senior IC finance lead (strategic finance & data analytics)

Builds

Strategic financial analysis, data models, and business insights for senior leadership

Domain

Investment management / Asset management

Required skills

Strategic finance, data analytics, financial modeling, data visualization (PowerBI, Tableau), cross-functional project leadership, stakeholder management, critical thinking, investment market knowledge

Preferred skills

Investment banking experience, experience synthesizing findings to draw conclusions, proactive problem-solving

Technologies

PowerBI, Tableau

Responsibilities

Partner with senior leaders to drive cross-functional business strategy, proactively analyze business problems and financial trends, source and model data to develop complex financial analysis, communicate results to senior leaders, build and maintain relationships with leadership, identify key decision-making information in advance

Seniority

Senior, hands-on IC