Finance Lead

Capital Group Anaheim, CA Open
Capital Group is looking for Finance Lead in Anaheim, CA.
This local job opportunity with ID 3863341769 is live since 2026-10-02 08:16:19.
Overview

In this Global Finance Lead role, you drive evidence-based finance strategy to inform senior decisions. You partner with the Strategic Analysis team and cross-functional partners to shape growth initiatives and long-term plans. You will perform rigorous financial analyses, market research, and business-case development to support strategic investments. You will coach teammates and build relationships across the organization, contributing to Capital Group's mission and investment leadership.

Compensation / Benefits
  • generous time-away
  • health benefits from day one
  • flexible work options
  • 2-for-1 matching gifts
  • annual charitable grants
  • retirement plan with 15% company contribution
Responsibilities
  • Develop and present evidence-based recommendations to stakeholders to influence key decisions
  • Conduct market research to assess global growth opportunities and inform regional strategies
  • Analyze product and industry trends and formulate business cases for strategic investments
  • Drive financial and economic evaluations of location, staffing, pricing, and other business strategies through rigorous analyses
  • Engage in coaching, mentorship, and professional development with leaders across the organization
Key requirements
  • strong research capabilities and advanced analytical skills
  • ability to work in ambiguity and independently break down complex problems
  • advanced Excel skills and financial modeling abilities
  • data literate and able to source, validate, and transform data from systems (SAP, SQL)
  • effective communicator with ability to synthesize analyses into executive summaries
  • strong relationship-building with business partners and cross-functional collaboration
  • passion for the investment management industry
  • Bachelor's degree in finance, accounting, economics, business, or a relevant field and 3+ years of relevant experience
  • collaboration
  • communication
  • adaptability
  • advanced Excel
  • financial modeling
  • data manipulation
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Required Skills

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