FP&A Associate

PIMCO•Newport Beach, CA

23h

About The Position

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 Role Summary As a key member of the Global FP&A Consolidations team, you will play a central role in the end‑to‑end consolidation, analysis, and reporting of the firm’s global budgets, forecasts, and actuals. This highly visible position sits at the heart of the FP&A organisation, partnering closely with business leaders, regional finance teams, Accounting, and Technology to provide insights that support strategic decision‑making. Success in this role requires strong analytical capability, excellent attention to detail, and the ability to manage multiple priorities in a fast‑paced, evolving environment. You will be self‑driven, collaborative, and comfortable working across global teams to deliver high‑quality, timely financial outputs.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field.
Approx. 1–3 years of experience in FP&A, financial analysis, or a related analytical finance role.
Advanced Excel skills, including PivotTables, VLOOKUP/XLOOKUP, and advanced formulas.
Strong presentation development capabilities (PowerPoint, written commentary).
Understanding of ERP hierarchies, cost centres, and consolidation frameworks.
Ability to respond professionally to management inquiries and build strong internal/external relationships.
Work effectively both independently and as part of a global, collaborative team.
Demonstrate curiosity, a proactive mindset, and the ability to quickly learn new processes and concepts.
Adapt well to shifting priorities, tight deadlines, and a fast‑moving environment.
Bring strong organisational skills and can balance multiple priorities with accuracy.
Possess rigorous attention to detail, analytical depth, and critical thinking capability.
Embrace technology, process optimisation, and change.
Embody PIMCO’s values of Collaboration, Openness, Responsibility, and Excellence.

Nice To Haves

Experience with Oracle EPM Cloud Planning, Alteryx, Python, SAP, or other ERP/automation tools is highly desirable.

Responsibilities

Support annual operating plan, budgeting, and forecasting cycles, including coordinating timelines, templates, and global submissions.
Consolidate firmwide budgets, forecasts, and month‑end results across regions, business units, and functions for senior leadership and parent company reporting.
Prepare and maintain consolidated financial reporting packs (P&L, headcount, AUM, revenue, expenses).
Conduct deep‑dive variance analyses, identifying key drivers, trends, and risks while providing actionable insights.
Ensure accuracy and completeness of all data inputs, intercompany eliminations, hierarchy structures, and financial mappings.
Partner with Accounting and Oracle Support teams to maintain the global chart of accounts, cost centre structures, and reporting hierarchies.
Work closely with cross‑functional teams to develop clear, concise financial presentations for internal and external stakeholders.
Build strong working relationships across global FP&A, regional finance, Accounting, and Technology teams.
Identify and implement opportunities to enhance reporting efficiency, data quality, and analytical effectiveness.
Champion new technologies and tools to support automation and continuous improvement.
Complete ad‑hoc analysis, special projects, and reporting initiatives to support broader organisational goals.