Finance Associate

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking.  We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Department: Finance – Finance / FP&A
Location: Newport Beach

Main Purpose 

The Finance Associate plays a critical role in supporting compensation planning, headcount reporting, workforce analytics, and broader FP&A activities within PIMCO’s Finance function. The role provides high‑visibility partnership to senior leadership and the Executive Office through accurate budgeting, forecasting, reporting, and actionable insights that drive timely and informed decision‑making.

Working with highly sensitive compensation and workforce data, the Finance Associate ensures data integrity, strengthens planning processes, enhances reporting quality, and takes increasing ownership of process and systems improvements.

This role is ideal for someone who thrives in a fast‑paced environment with frequent ad‑hoc requests, enjoys working with data, and brings strong analytical judgement and communication skills.

Responsibilities

Compensation & Workforce Planning

• Maintain and reconcile compensation, headcount, and workforce data within Oracle EPM Cloud Planning.

• Support monthly/quarterly compensation planning cycles, including accrual preparation, forecast updates, and scenario modelling.

• Analyse drivers of compensation and headcount movement, identifying key trends, risks, and sensitivities.

• Assist with implementation, maintenance, and user support of PIMCO’s workforce planning and reporting systems.

• Act as a Finance partner to HR and Compensation teams during planning and forecasting cycles.

Budgeting, Forecasting & Reporting

• Contribute to annual budgeting, long‑range planning, and rolling forecasts for compensation and headcount.

• Prepare monthly management reporting, variance analysis, and commentary for senior stakeholders, including the Executive Office.

• Develop and enhance benchmarking, profitability, and scenario based reporting to support strategic decision making.

Data Integrity & Process Improvement

• Ensure accuracy and completeness of workforce and financial data across Oracle, Workday, and ERP systems.

• Document, maintain, and improve reporting processes, policies, and operating procedures.

• Challenge existing processes and data flows, recommending pragmatic improvements.

• Identify and execute opportunities to automate recurring reporting using Excel, Alteryx, Python, or other tools.

Ad‑Hoc & Special Projects

• Deliver high‑volume ad‑hoc analysis under tight deadlines, with frequent context switching.

• Support cross‑functional initiatives across HR, Finance, Talent, and business teams.

• Participate in strategic workforce, compensation, and finance transformation / process‑enhancement projects as needed.

• Requirements

Experience & Education

• Bachelor’s degree in Finance, Accounting, Economics, or related field.

• Minimum 3 years of FP&A, HR Finance, or Compensation Analytics experience, with exposure to workforce or people related financial planning.

• Experience in large, matrixed organisations preferred.

Technical Skills

• Advanced proficiency in Excel (PivotTables, XLOOKUP, advanced formulas; modelling).

• Hands‑on experience with Oracle EPM Cloud Planning strongly preferred.

• Exposure to Workday (HCM or workforce data structures).

• Experience with ERP systems such as SAP is a plus.

• Familiarity with Alteryx, Python, Power BI or other automation/analytics tools beneficial.

Core Competencies

• Proven ability to handle highly confidential compensation data with discretion and judgement.

• Strong analytical capability, including financial modelling, scenario analysis, and problem‑solving.

• Excellent communication skills with ability to distil complex data into clear insights.

• Strong organizational skills and ability to manage multiple competing priorities in a fast‑paced environment.

• High attention to detail, accuracy, and accountability.

• Collaborative team player who can also work independently.

• Demonstrated adaptability, curiosity, and solution‑oriented mindset.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

Salary Range: $ 87,000.00 - $ 93,000.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.