Manager - Transaction Advisory / Financial Due Diligence AndersenManager - Transaction Advisory / Financial Due DiligenceCosta Mesa, California$155,000–$170,000 / yearThe Requirements: Knowledge and Skill Requirements: Bachelor’s degree required; Accounting, Finance, Economics or related degree preferred; Certified Public Accountant credential; At least 6 years relevant work experience with a Big Four or national accounting firm, including at least 3 years of financial due diligence experience; Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights; Knowledge of M&A markets, including corporate, private equity, and investment banking; Excellent communication skills, both written and verbal; Exceptional interpersonal skills and a natural facilitator; and. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.
Senior Manager - Transaction Advisory / Financial Due Diligence AndersenSenior Manager - Transaction Advisory / Financial Due DiligenceCosta Mesa, California$182,100–$232,500 / yearThe Role: Senior Managers can expect to: Lead and manage the execution of financial due diligence engagements for clients; Identify and help resolve complex transaction risks and issues; Prepare and review reports and related analysis and deliverables; Effectively communicate with target management teams and client personnel; Supervise, train, mentor and evaluate Managers and Seniors Associates; Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective clients, etc.); and. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.
Senior Manager - Transaction Advisory / Financial Due Diligence Andersen Tax LLCSenior Manager - Transaction Advisory / Financial Due DiligenceCosta Mesa, CA$182,100–$232,500 / yearSenior Managers can expect to: Lead and manage the execution of financial due diligence engagements for clients; Identify and help resolve complex transaction risks and issues; Prepare and review reports and related analysis and deliverables; Effectively communicate with target management teams and client personnel; Supervise, train, mentor and evaluate Managers and Seniors Associates; Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective clients, etc.); and. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.
Farmers Financial Sales Rep Joseph McCain Farmers InsuranceFarmers Financial Sales RepNewport Beach, CA$50,000–$70,000 / yearIf you have proven experience selling in another industry, plus great customer service skills, and are ready to learn and grow, we can teach you everything you need to know about the industry. Joseph McCain Farmers Insurance in Newport Beach, California, is looking for a dedicated, driven individual to join our growing team as a Full-Time Financial Services Agent.
Financial Due Diligence Senior Associate Grant Thornton International LtdFinancial Due Diligence Senior AssociateNewport Beach, CA$121,440–$154,836 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. As a Financial Due Diligence Senior Associate, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Grant Thornton | Stax Transactions - all with the resources, environment, and support to help you excel.
Risk Advisory Services Principal Baker Tilly Virchow KrauseLLPRisk Advisory Services PrincipalIrvine, CAWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Financial Analyst 2-Revenue Loma Linda University Medical CenterFinancial Analyst 2-RevenueSan Bernardino, CAStrong skills in at least one of the following: Statistical analysis, database architecture, Business Intelligence tools (PowerBI, Tableau), Epic reporting, project management, able to integrate clinical and business information to facilitate decision making at the highest level, highly developed knowledge of finance theories (such as present value theories, cash flow analysis or other accounting principles, or demonstrated track record in effectively developing, interfacing and maintaining collaborative relationships with entity leadership, executives, physicians and other key business partners. Collaborates with other Financial Planning and Analysis (FP&A) team members, Hospital Finance, Administration, Service Line Leadership, Managed Care, Contracting, Billing, Coding and other departments to identify opportunities to enhance revenue and improve performance.
Business Services Representative (Small Business Specialist) First Citizens BankBusiness Services Representative (Small Business Specialist)Rancho Santa Margarita, California$74,885–$90,000 / yearFull timeOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. The BSR partners with Business and Commercial Bankers as a subject matter expert in business deposits and related business services and self-sources new business opportunities.
Personal Financial Counselor, March ARB, CA Magellan Health IncPersonal Financial Counselor, March ARB, CACAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Solutions Advisor - Lake Forest, IL Bank of AmericaFinancial Solutions Advisor - Lake Forest, ILLake Forest, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Planning Specialist Ameriprise FinancialFinancial Planning SpecialistOrange, CaliforniaThis role is responsible for coordinating the financial planning process from data gathering through implementation by preparing planning materials, maintaining accurate client information, creating and tracking deliverables, communicating with clients throughout the planning process, and ensuring advisors have the resources they need to deliver comprehensive financial advice. This position offers the opportunity to deepen your financial planning knowledge, gain hands-on experience supporting sophisticated planning strategies, and work alongside experienced advisors dedicated to delivering exceptional client service.
Financial Solutions Advisor Registration Candidate - Irvine Area Bank of AmericaFinancial Solutions Advisor Registration Candidate - Irvine AreaIrvine, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
NewManager - Transaction Advisory Services Baker Tilly Virchow KrauseLLPManager - Transaction Advisory ServicesIrvine, CA$126,000–$182,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Manager - Transaction Advisory Services Baker Tilly Virchow KrauseLLPSenior Manager - Transaction Advisory ServicesIrvine, CA$179,000–$262,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
National Financial Solutions Advisor I (Series 7 Required) Bank of AmericaNational Financial Solutions Advisor I (Series 7 Required)Riverside, CaliforniaThrough a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
Business Services Representative (Small Business Specialist) First Citizens BancShares IncBusiness Services Representative (Small Business Specialist)Rancho Santa Margarita, CA$74,885–$90,000 / yearRequiredSkill(s): Application of a structured sales process, providing financial guidance and expertise, financial literacy, knowledge retail and wealth solutions referred, knowledge of business deposit and cash management solutions, business development, networking and building centers of influence. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Financial Aid Advisor West Coast University, Inc.Financial Aid AdvisorOntario, California$28.53–$38.51 / hourFull timeAssisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Choose To Make A Difference: Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals.
NewFinancial Aid Advisor University of La VerneFinancial Aid AdvisorLa Verne, CAApplicants, please note that actual compensation is determined by several factors that are unique to each candidate, including but not limited to job-related skills, depth of experience, certifications, relevant education or training, and specific work location, among others. As the #1 private university in California for social mobility according to U.S. News and World Report 2024, and recently recognized as the 33rd Best U.S. College by the Wall Street Journal 2024, we take pride in our commitment to excellence in education.
Personal Financial Counselor, Assignment Ready Counselor, California Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, CaliforniaTustin, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Planner--Irvine, California RK PartnersFinancial Planner--Irvine, CaliforniaIrvine, CAYou will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.