Finance Lead

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
99K-159K Annually
Mid 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
Partner with senior leaders to evaluate business challenges via financial strategy: perform market research, build financial models and ROI/cost analyses, assess location/staffing/pricing decisions, and present evidence-based recommendations. Collaborate across finance and business partners, support long-term strategic planning, and mentor colleagues while communicating complex analyses in executive-level summaries.
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 Global Finance Lead - Strategic Analysis at Capital Group.” 

Capital Group’s Strategic Analysis team partners closely with senior leaders across the firm to evaluate business challenges through a financial strategy lens and inform critical decisions. As a Finance Lead, you will work on intellectually challenging and diverse initiatives collaborating within our finance department and across Capital Group. Illustrative work includes: 

  • Develop and present evidence-based recommendations to stakeholders, influencing key business decisions.  
  • Conduct market research to assess global growth opportunities and inform regional business strategies. 
  • Analyze product and industry trends, work closely with business partners to formulate business cases for strategic investments, and help deliver CG’s long-term strategic plan.  
  • Drive financial and economic evaluations of location, staffing, pricing, and various other business strategies through rigorous research, operational assessments, cost studies, ROI analyses, etc. 
  • Engage in coaching, mentorship, and professional development sessions, with frequent opportunities to network with leaders across the organization. 

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

  • You possess strong research capabilities, superior analytical and critical thinking skills, and meticulous attention to detail.  
  • You thrive in ambiguity.  You can work independently, with limited direction, to break down complex business problems, conduct impactful financial analyses, and distill strategic insights. 
  • You have advanced Excel skills and can translate business issues into varied financial models that analyze economic impacts, assess risk, and explore multiple scenarios. 
  • You are highly data literate and understand how to request data from other teams, validate it, and transform it to feed models as well as how to self-source data through varied systems and interfaces (SAP, SQL, etc.). 
  • You are a skilled communicator with a proven ability to synthesize analyses of moderate to high complexity into executive-level summaries.  
  • You are adept at fostering strong relationships with business partners at all levels across the organization and providing strategic guidance in support of business priorities.    
  • You are a natural collaborator with demonstrated teaming abilities and excited to be part of an agile and tight-knit team.  
  • You have a constant pulse on financial markets and a passion for the investment management industry. 
  • You have a Bachelor’s degree in finance, accounting, economics, business, or a relevant field of study and 3+ yrs of relevant strategic financial analysis, corporate strategy, or consulting experience.

“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

  • Bachelor's degree in finance, accounting, economics, business, or related field.
  • 3+ years of relevant strategic financial analysis, corporate strategy, or consulting experience.
  • Advanced Excel skills.
  • Experience building financial models, ROI analyses, cost studies, and scenario analysis.
  • Data literacy: ability to request, validate, transform data and self-source from systems (experience with SAP, SQL).
  • Strong research capabilities, analytical and critical thinking, and meticulous attention to detail.
  • Excellent written and verbal communication; ability to synthesize complex analyses into executive-level summaries.
  • Ability to work independently, thrive in ambiguity, and collaborate across teams.
  • Strong relationship-building and stakeholder management skills.
  • Passion for 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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