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Financial Associate

United States, Irvine · Job Posted March 21, 2026
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Job Description

We are looking for a dedicated Financial Associate to join our team in Irvine, California. This role is ideal for professionals with a background in accounting or finance who are eager to advance their career in public finance. The position focuses on managing processes to ensure data accuracy and supporting the company's business objectives, with opportunities to expand responsibilities as you gain experience.

Job Responsibility

  • Collect, organize, and consolidate data to create detailed reports for project reviews
  • Ensure the accuracy and consistency of data across projects, delivering precise public-facing documents and program outputs
  • Analyze data and generate reports, audits, and additional analyses as requested
  • Collaborate with cross-functional teams to meet business goals and project deadlines
  • Maintain project timelines and milestones using established tools and templates
  • Develop and document best practices to enhance program processes
  • Identify potential improvements to systems or workflows and recommend enhancements
  • Address data issues alongside project managers and system administrators to resolve discrepancies
  • Participate in special projects and assist other teams as needed

Requirements

  • Bachelor’s degree with a strong academic performance, preferably in accounting, finance, or a quantitative discipline
  • Minimum of 2-3 years of experience in accounting or financial analysis
  • Expertise in using business tools such as Excel, Word, and Outlook
  • Proven ability to conduct comprehensive analyses and think critically to recommend solutions
  • Strong organizational skills with the ability to manage multiple projects and meet deadlines
  • Exceptional attention to detail and consistency in producing high-quality work
  • Excellent verbal and written communication skills, including editing and listening

Nice to have

Familiarity with tax or accounting processes

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan

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