Finance Data Solutions Senior Analyst

“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 Data Solutions Senior Analyst at Capital Group.”

As a Finance Data Solutions Senior Analyst, you will play a key role in delivering high-quality data products and reporting solutions that support Global Finance. Operating within Digital Finance’s product-driven, pod-based delivery model, you will contribute to the design, development, and maintenance of scalable finance data solutions that enable business insights and operational excellence.

You will work with moderate independence, applying your analytical and technical skills to translate business requirements into robust, reusable data products. In collaboration with cross-functional teams, including data engineering and finance partners, you will help deliver trusted, performant solutions aligned with enterprise standards.

You are a detail-oriented and analytical problem solver who thrives at the intersection of finance and data. You take ownership of your work, continuously build your expertise, and contribute to impactful data solutions.

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

Key Responsibilities

• Data Solutions Delivery (Data Products & Reporting)
• Support the design, development, and maintenance of reusable Global Finance data products and standardized reporting solutions.
• Translate moderately complex business and analytical requirements into scalable and repeatable data solutions.
• Contribute to the development of robust data models and intuitive visualizations that drive actionable finance insights.
• Ensure solutions are reliable, performant, and aligned with enterprise data standards.
• Support ongoing enhancements, issue resolution, and continuous delivery of data products.
• Promote adoption of data solutions through effective collaboration, usability, and documentation.
• Product Management & Delivery
• Support lifecycle management of data products, including enhancements, optimization, and defect resolution.
• Collaborate with cross-functional teams to deliver solutions aligned to priorities and timelines.
• Assist in managing dependencies, risks, and execution activities within assigned workstreams.
• Apply foundational product management practices to support scalable and efficient delivery.
• Contribute to rollout, training, and stakeholder enablement efforts.
• Communication & Storytelling
• Communicate effectively with Finance, Technology, and Enterprise partners.
• Translate data findings into clear, concise insights and recommendations.
• Adapt communication to suit both technical and business audiences.
• Actively engage in discussions, provide input, and incorporate feedback to improve outcomes.
• Business & Finance Partnership
• Demonstrate intermediate understanding of finance processes and reporting needs.
• Partner with finance stakeholders to support analysis and operational problem-solving.
• Identify trends and insights from data products to support business decisions.
• Align outputs with enterprise metrics, definitions, and strategic outcomes.
• Leadership & Collaboration
• Lead portions of initiatives or workstreams under guidance.
• Build strong relationships within Global Finance and across capability centers.
• Support onboarding and mentoring new team members when appropriate.
• Contribute to a collaborative, high-performing team culture aligned with Capital Group values.

Qualifications

• Required
• Bachelor’s degree in Finance, Accounting, Data, Technology, or a related field
• 3–7 years of experience in data, analytics, or finance technology roles
• Experience supporting data product development or reporting solutions
• Intermediate knowledge of finance processes (e.g., FP&A, accounting, reporting)
• Experience working in cross-functional teams, preferably in an agile or product-based model
• Strong analytical thinking and problem-solving skills
• Effective communication and stakeholder engagement skills
• Ability to work with moderate independence in a dynamic environment
• Preferred
• Experience supporting finance data domains (foundational or reporting data)
• Familiarity with modern data platforms (e.g., Databricks, cloud data environments, BI tools like Power BI)
• Experience contributing to data models, pipelines, or visualization development
• Background in financial services or asset management
• Core Skills & Attributes
• Analytical & Critical Thinking
• Data Literacy
• Business & Financial Acumen
• Problem Solving & Continuous Learning
• Cross-Team Collaboration
• Digital Agility
• Communication & Data Storytelling
• Project & Delivery Support
• “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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Orange County Base Salary Range: $93,027-$148,843 ‎

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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.