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Associate, Finance, Risk & Compliance

Irvine, CA 92612

Posted: 09/05/2025 Job Titles: ACCT - Accountant, FIN - Financial Analyst Job Number: 5563 Pay Rate: 110,000

Job Description

Our client is a Growing Investment Firm in Orange County and this is a newly created role reporting to the CIO. We are looking for an ambitious Accountant, Auditor or Analyst with 3-5 years of professional experience. This is a great opportunity to expand your experience and take on special projects. The successful candidate will possess strong attention to detail and organization skills with excellent communication and technical skills. This individual must have the ability to work well under pressure and balance multiple priorities and assignments to meet deadlines.
Essential Duties and Responsibilities
  • Assist with monthly financial reporting and quarterly investor reporting
  • Assist with credit analysis
  • Assist with balance sheet reconciliations
  • Prepare variance analysis
  • Assist in the preparation of the annual budget.
  • Prepare annual reporting for third party entities and yearly tax compliance.
Knowledge/Experience
  • 3-5 years of general accounting or finance experience including financial reporting, budgeting, balance sheet reconciliations and credit.
  • Degree in Accounting, Economics or Finance
  • Knowledge of MS Office Suite, including Word, Excel, and Outlook
  • Industry experience is a plus ( investment, real estate, outsourced accounting, family office).
  • Solid Excel

 

Job Requirements

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Meet Your Recruiter

Kyle Sakata
Manager, Executive Search

Kyle Sakata is a seasoned executive recruiter with over 20 years’ experience recruiting accounting and finance talent in southern California. His executive search practice spans multiple industries including investment management, real estate, technology, and consumer products. Kyle has a thorough foundation in technical recruiting, leaning into his early career as a Controller. This enables him to source highly specialized candidates, accurately assessing and describing the nuances of each role to attract top candidates and skillfully showcasing the skillsets of exceptional talent to premier organizations. He has a bachelor’s degree in finance from California State University at Long Beach.

In his spare time, Kyle is an accomplished surfer who loves exploring local beaches with his two daughters.

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About Irvine, CA

Take the next step in your career journey in the vibrant city of Irvine, California! Nestled in the heart of Orange County, this thriving community offers unparalleled growth opportunities and an unbeatable quality of life. With its close proximity to stunning beaches, world-class shopping at South Coast Plaza, a bustling culinary scene featuring diverse cuisine options, and cultural attractions like the Irvine Museum and Irvine Barclay Theatre, Irvine has something for everyone. Whether you're into outdoor activities in Irvine Regional Park or catching a game at the Angel Stadium of Anaheim or the Honda Center, this region has it all. Explore our job listings today and discover why Irvine is the perfect place to advance your career!

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