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.
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.
IT Financial Systems Analyst CalPortland Co IncIT Financial Systems AnalystGlendora, CA$125,000–$155,000 / yearYou will act as a liaison between business units and IT, and lead incident resolutions, system enhancements, and day-to-day production support in the finance, controlling, and accounting areas. Strong hands-on experience in General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Asset Accounting (AA), Controlling (CO), Profit Center Accounting (PCA), and Cost Center Accounting (CCA).
Director, Lab Services - AMC - F/T - Days University of California, IrvineDirector, Lab Services - AMC - F/T - DaysOrange, CaliforniaFull timeAs Orange County’s only academic health systems, UCI Health is home to the only National Cancer Institute-designated comprehensive cancer center based in the county, the region’s only American College of Surgeons-verified Level I adult and Level II pediatric trauma center , American College of Emergency Physicians Gold Level 1 Geriatric Emergency Department and a nationally recognized regional burn center verified by the American Burn Association. *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
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 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.
Risk Management/Insurance Analyst (Financial Analyst III) CalOptimaRisk Management/Insurance Analyst (Financial Analyst III)Orange, CA$90,820–$145,312 / yearWe are hoping you will join us as a Risk Management/Insurance Analyst (Financial Analyst III) and help shape the future of healthcare where you'll be an integral part of our FIN - Financial Compliance team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. Administers all aspects of CalOptima Health's insurance program, including monitoring receipt of and reviewing for accuracy all insurance binders, policies and endorsements; reviewing and processing premium payments; requesting certificates of insurance from brokers; maintaining policy files; reporting to state agencies as required; and responding to internal/external inquiries regarding insurance programs.
Financial Sales Representative IV Citizens Business BankFinancial Sales Representative IVOntario, CAThe FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.
NewFund Services Plus Manager - Private Equity Fund Administration RSMFund Services Plus Manager - Private Equity Fund AdministrationIrvine, CaliforniaAt RSM, our deep industry experience and focus, as well as our competitive advantage through our cutting edge technology and innovation, defines our commitment to quality, making RSM a First Choice Advisor to our clients serving the financial services, technology, life sciences, and manufacturing industries. If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
Financial Analyst 2-Hospital (On Site) Loma Linda University Medical CenterFinancial Analyst 2-Hospital (On Site)Loma Linda, CAAble to communicate effectively in English in person, in writing, and on the telephone; think critically; manage multiple assignments effectively; organize and prioritize workload; work well under pressure; problem solve; recall information with accuracy; pay close attention to detail; work independently with minimal supervision. Able to distinguish colors as necessary; hear sufficiently for general conversation in person and on the telephone, and identify and distinguish various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position.
Financial Analyst 1-Hospital Loma Linda University Medical CenterFinancial Analyst 1-HospitalLoma Linda, CAAble to communicate effectively in English in person, in writing, and on the telephone; think critically; manage multiple assignments effectively; organize and prioritize workload; work well under pressure; problem solve; recall information with accuracy; pay close attention to detail; work independently with minimal supervision. Able to distinguish colors as necessary; hear sufficiently for general conversation in person and on the telephone, and identify and distinguish various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position.
Merger and Acquisitions Financial Due Diligence Senior Manager ERI/Infrastructure Deloitte Touche Tohmatsu LtdMerger and Acquisitions Financial Due Diligence Senior Manager ERI/InfrastructureCosta Mesa, CA$171,600–$338,300 / yearDeloitte's M&A Services is the recognized marketplace leader among large professional services firms in providing merger, acquisition, and divestiture services to corporate strategic buyers and private equity investors And succeeding in today's private equity market takes more than sharp insights-it takes a trusted partner who can translate those insights into clear decisions and measurable action. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.
Treasury Management Client Services Associate II Axos BankTreasury Management Client Services Associate IIIrvine, CAResponsibilities: Provide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff. The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services.
Financial Analyst 3-Hospital Loma Linda University Medical CenterFinancial Analyst 3-HospitalLoma Linda, CAAble to communicate effectively in English in person, in writing, and on the telephone; think critically; manage multiple assignments effectively; organize and prioritize workload; work well under pressure; problem solve; recall information with accuracy; pay close attention to detail; work independently with minimal supervision. Able to distinguish colors as necessary; hear sufficiently for general conversation in person and on the telephone, and identify and distinguish various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position.
Assistant Controller - Financial Audit and Reporting University of CaliforniaAssistant Controller - Financial Audit and ReportingRiverside, CA$93,200–$174,200 / yearWorking Knowledge of UC policies and proceduresCPA or equivalent professional certificationOracle Cloud Financials experience\n \nDue to the intensity of fiscal year end closing, vacations are not normally granted in July. Federal, state, or local government directives may impose additional requirements.\n \nPerforms the most complex and advanced analysis techniques, understands past performance and determines present and future performance and/or resource allocations.
NewFinancial Aid Advisor University of California, IrvineFinancial Aid AdvisorIrvine, CaliforniaFull timeMisconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. The Division of Enrollment Management is a key campus thought partner that provides collaborative leadership in university-wide efforts, utilizing systematic, innovative, and synergistic approaches to leverage a data-informed enrollment strategy to improve market distinctiveness, and execute the campus strategic plan.
Chief Risk Office Business-Line Risk Manager - Payment Services (Consumer & Small Business Credit Cards) U.S. BankChief Risk Office Business-Line Risk Manager - Payment Services (Consumer & Small Business Credit Cards)Irvine, CaliforniaThe ideal candidate is an accomplished risk leader with extensive expertise in credit card risk, governance, and content review, recognized for driving strategic initiatives through insightful analysis, strong regulatory acumen, and the ability to translate complex requirements into clear, actionable outcomes. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Sr. Technical Accounting & Financial Reporting Manager Hyundai Capital AmericaSr. Technical Accounting & Financial Reporting ManagerIrvine, CaliforniaThis role advises Accounting & Tax leadership and cross-functional stakeholders on accounting implications for new business initiatives, transactions, and reporting matters, while leading key financial statement preparation, month-end close, audit deliverables, and process improvement activities to support accurate, timely, and well-controlled financial reporting. Lead the execution of quarterly reviews and annual audits by managing auditor requests, preparing supporting documentation, coordinating stakeholder deliverables, and supporting management's accounting positions.
Energy Services Strategic Sales - Western US Trane Technologies PlcEnergy Services Strategic Sales - Western USBrea, CA$106,200–$248,200 / yearDL NUMBER - Driver License, Valid and in State with no major or frequent traffic violations included, but not limited to: DUI, Hit & Run, License Suspension, Reckless/Careless Driving or multiple smaller infractions or preventable collisions in the previous 3 years. Work collaboratively with a cross-functional internal team of Project Development, Energy Engineering, and Project Management resources to develop system-related solutions for the customer's challenges and opportunities, including financial and performance-based considerations.
Chief Risk Office Risk Manager - Payment Services (Consumer & Small Business Credit Cards) U.S. BancorpChief Risk Office Risk Manager - Payment Services (Consumer & Small Business Credit Cards)Irvine, CA$124,355–$146,300 / yearThe ideal candidate is an accomplished risk leader with extensive expertise in credit card risk, governance, and content review, recognized for driving strategic initiatives through insightful analysis, strong regulatory acumen, and the ability to translate complex requirements into clear, actionable outcomes. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.