NewFinancial Reporting / Record to Report Controllership Senior Consultant Deloitte Touche Tohmatsu LtdFinancial Reporting / Record to Report Controllership Senior ConsultantSan Diego, CA$116,200–$229,100 / yearRecruiting for this role ends on 05/31/27.Work you'll doAs a Senior Consultant, Strategy, Growth & Transformation on the Finance Transformation Record to Report team, you will be responsible for…Assessing current-state controllership processes, identifying gaps, and defining target-state opportunitiesDeveloping transformation roadmaps and solution hypotheses across people, process, technology, and governanceApplying accounting, regulatory, and compliance requirements to finance transformation initiativesDesigning improvements across finance data, cost transparency, financial close and consolidation, and reporting processesManaging day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting effortsA successful candidate would possess these skills:Ability to work independently and collaborate as part of a teamEffective written and verbal communication skillsMeticulous attention to detail and quality of work productAbility to build and sustain professional relationshipsAbility to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic environmentStrong interpersonal skills and professional demeanorAbility to meet deadlinesAbility to provide clear guidance to othersThe teamOur Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. QualificationsRequired:4+ years of experience in accounting, finance transformation, financial planning and analysis, or cost accountingBachelor's degree in Finance, Accounting, Information Technology, Risk Management, or EconomicsOne or more of the following: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), or progress toward one of these credentialsExperience with automation tools, including Alteryx workflows or Microsoft 365 CopilotAbility to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
Financial Services Representative - State Farm Agent Team Member Luke Dix - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberCarlsbad, CA$80,000–$100,000 / yearFull timeThe ideal candidate will have a passion for helping clients achieve their financial goals and will possess a strong understanding of financial products, investment strategies, and market trends. As a Financial Advisor, you will play a crucial role in building and maintaining client relationships, providing expert financial advice, and contributing to the growth of our firm.
Trust Portfolio Manager Columbia Banking System, Inc.Trust Portfolio ManagerSan Diego, CA$102,361.20–$190,000 / yearAbout the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Regional Vice President, Community (San Diego, CA) Mercer AdvisorsRegional Vice President, Community (San Diego, CA)San Diego, CaliforniaSeries 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Trust Portfolio Manager Columbia BankTrust Portfolio ManagerSan Diego, CA$102,361.20–$190,000 / yearA Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
NewDirector, Strategy and Business Development Hologic IncDirector, Strategy and Business DevelopmentSan Diego, CAThis individual will play a critical role in the Division's business development process, leading the assessment and execution of potential transactions while supporting strategic decision-making through market intelligence, financial analysis, competitive assessment, and due diligence activities. The Business Development Lead, Diagnostics Solutions Division, will work closely with the Division's VP, Global Business Development and Strategy, and the Diagnostics leadership team to identify, evaluate, and cultivate a pipeline of strategic growth opportunities.