Finance Lead - Operating Group Finance

Posted Yesterday
Be an Early Applicant
Irvine, CA, USA
In-Office
99K-159K Annually
Entry level
Fintech • Financial Services
At Capital Group, our goal is to improve people’s lives through successful investing. We start by investing in you.
The Role
Leads strategic financial analysis and business partnering for Operating Group Finance. The role evaluates financial trends, models data, analyzes business problems, and provides recommendations to senior leaders. Responsibilities include cross-functional project participation, developing data models, using Power BI and Tableau to communicate insights, proactively supporting investment management decisions, and building relationships with leadership.
Summary Generated by Built In

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.  

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. 

 

“I can influence my income.” 

 

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. 

 

“I can lead a full life.” 

 

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. 

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options 

  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love 

  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones 


“I can succeed as a Finance Lead at Capital Group.”

As a Finance Lead, you will join our Operating Group Finance team that is focused on partnering with senior leaders across Capital Group. Every day, you will lead and participate in efforts that provide insight and deep financial analysis to our business partners, driving cross-functional business strategy. You will proactively analyze a wide range of business problems and financial trends to guide strategic business decisions and act as a key finance partner for ongoing financial management of Investment Group functions.  To thrive in this role, you have worked in data analytics, strategic finance, or investment banking, and you have a proven track record of synthesizing findings to draw conclusions and provide recommendations. You are comfortable sourcing and modeling data to develop complex financial analysis to solve pressing business problems.


“I am the person Capital Group is looking for.”

  • You are a problem solver that frames and executes approaches to address varied business questions.  You have led and/or participated in cross-functional projects and are familiar with project life cycles as well as initiating and maturing dedicated relationships as the ‘go-to’ finance partner.
  • You have enlisted the support of others, sourced and built data models and communicated results with senior leaders. You have experience leveraging data visualization tools like PowerBI and Tableau to communicate business results.
  • You have learned how to build strong relationships with leadership and work ahead to proactively identify the answers they would want to know before making a final decision.
  • You enjoy working in a team environment where critical thinking and collaboration are the keys to develop best practices, nourish associate engagement, and protect our inclusive environment.
  • You have an interest in financial markets and a passion for the investment management industry.

“I can apply in less than 4 minutes.”  

  

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

  

“I can learn more about Capital Group.”  

 

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ 

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Southern California Base Salary Range: $99,484-$159,174

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.


We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Skills Required

  • Experience in data analytics, strategic finance, or investment banking
  • Proven ability to synthesize findings, draw conclusions, and provide recommendations
  • Experience sourcing and modeling data for complex financial analysis
  • Ability to lead or participate in cross-functional projects and understand project life cycles
  • Experience building data models and communicating results to senior leaders
  • Experience with data visualization tools such as Power BI and Tableau
  • Strong relationship-building and collaboration skills
  • Interest in financial markets and the investment management industry

Capital Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Capital Group and has not been reviewed or approved by Capital Group.

  • Retirement Support — Retirement support stands out through an employer-funded contribution equal to about 15% of eligible compensation, adding meaningful long-term value to total rewards. A vesting schedule is referenced, but the core retirement benefit is positioned as unusually rich and frequently highlighted as a differentiator.
  • Strong & Reliable Incentives — Incentives are structured around two annual bonuses—one tied to individual performance and another linked to company profitability—creating a predictable bonus framework. In certain senior investment roles, bonus opportunity can be very high relative to base pay, reinforcing the upside for top performers.
  • Inclusive Benefits Coverage — Inclusive coverage is emphasized through fertility benefits (including IVF and egg freezing), pregnancy and menopause support, and adoption/surrogacy assistance. These benefits broaden applicability across different life stages and family-building paths.

Capital Group Insights

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The Company
HQ: Los Angeles, CA
8,820 Employees
Year Founded: 1931

What We Do

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. A career at Capital Group means having countless opportunities to explore, grow and succeed.

Why Work With Us

Capital Group has been in business for 91 years, which means that our investment professionals have 91 years of proprietary data at their fingertips.

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