Overview
Finance Lead Jobs in Irvine, CA at WinCorp Solutions
Title: Finance Lead
Company: WinCorp Solutions
Location: Irvine, CA
WinCorp Solutions is seeking a Strategic Finance Lead to serve as a consultant for our Fortune 500 client, a financial services/investments company located in Los Angeles/Irvine, CA.
***MUST BE ABLE TO WORK ONSITE MONDAY-THURSDAY, REMOTE FRIDAY in Los Angeles or Irvine**
***MUST HAVE complex financial modeling and strategic finance experience.
JOB DESCRIPTION
The Strategic Project Lead will partner closely with senior leaders and cross-functional stakeholders to support strategic decision-making across business units. This role blends financial analysis and strategic thinking to evaluate business performance, inform long-term planning, and develop data-driven recommendations that supports operational and strategic objectives. The ideal candidate brings a strong analytical foundation, experience from investment banking or management consulting, and the ability to translate complex financial information into clear, compelling insights for executive audiences.
Required skills and experience:
- 3+ years of professional experience in investment banking, management consulting, corporate strategy, or a related, analytical role.
- Bachelor degree in Finance, Economics, Accounting or a related, quantitative field
- Strong foundational knowledge of Financial Planning & Analysis concepts, including budgeting, forecasting, and variance analysis
- Demonstrates strong numerical, analytical, and problem-solving skill with an ability to synthesize fundings for an executive audience
- Excellent written and verbal communication skills
- Proven ability to work collaboratively in a team-based environment, but also the ability to lead projects and operate independently when needed
- Strong project and time management skills, especially an ability to handle competing priorities effectively
Nice-to-Have skills and experience:
- Prior experience with a large investment management, asset management, or financial services firm
- Experience building dashboards, financial reports, or data visualizations with Power BI, Tableau, or similar tools
- Basic to intermediate coding or data manipulation skills (e.g., SQL, Python, advanced Excel)
- Exposure to cost management, operational finance, or enterprise-wide strategic initiatives
