CAAS Manager Client Accounting and Advisory Services Ascend Partner Services LLCCAAS Manager Client Accounting and Advisory ServicesPasadena, CA$125,000–$165,000 / yearAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential. Provide advisory and technical expertise in delivery of tax services to clients, purchasing accounting, including M&A transaction support, and comprehensive payroll advisory services, including payroll tax preparation and the research necessary to ensure compliance and accuracy.
Regional Sales Director- Westcoast Community Bank, N.A.Regional Sales Director- WestcoastCAYou are responsible for providing regular contact and support to financial intermediaries (registered investment advisors, corporate trustees and other financial partners), and centers-of-influence within your defined territory - delivering proactive, ongoing promotion, and sales of BPAS services. Manage multiple facets of the sales process, including coordination of meetings, support material, follow-up tasks, phone calls, proposals and RFP responses, presentations, obtaining implementation documents, etc.
Accounting And Finance Consulting Senior Associate (Gaming And Hospitality) RSMAccounting And Finance Consulting Senior Associate (Gaming And Hospitality)Los Angeles, CA$69,800–$132,000 / yearActively participate with engagement team and function as an in-charge and go-live lead, facilitating fieldwork by monitoring and reporting regarding productivity and adherence to work plan schedules on assignments as well as critically solve client and adoption challenges. Strong technical and functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on support and research to solve technical accounting matters with AJE and reconciliations as needed.
Mobility Advisor III - Home Sale (Remote) Weichert Workforce Mobility IncMobility Advisor III - Home Sale (Remote)Irvine, CARemote$55,000–$75,000 / yearPart timeCoordinates services delivered by Weichert Affiliates and external suppliers, including appraisal management, mortgage services, home inspections, move management, temporary living, destination service providers, language training, visa and immigration support, spousal/family counseling, etc. This role primarily provides advanced guidance throughout the home sale and home finding processes, ensures policy compliance, manages complex transactions, and partners with clients, brokers, and suppliers to drive successful outcomes.
Assistant Superintendent Business Services OAK PARK UNIFIED SCHOOL DISTRICTAssistant Superintendent Business ServicesOak Park, CAUnder professional direction, to serve as the chief business officer of the District; to plan, organize, direct and manage District business services, with responsibility for financial planning, budgeting and accounting, payroll, purchasing and contracts, records, risk management, Workers Compensation, health and welfare benefits, facilities, sustainability, maintenance and operations; bond facilities and capital projects involving school construction/modernization, student nutrition services, and related management functions. A typical way to obtain the required knowledge and abilities would be: Experience: Experience in accounting, business administration, or related experience comparable to that required to direct fiscal services, sustainability and maintenance operations, facilities and construction/modernization projects, and student nutrition services operations in a California school district, including employee supervision and other management responsibility.
Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)Los Angeles, CAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Senior Financial Analyst Kinaxis IncSenior Financial AnalystCAThey will leverage their passion and expertise with data to provide trusted insight and will clearly articulate those insights to drive complex and strategic investment and business decisions, and to aid business leaders in their decision making. Lead quarterly forecasting and annual budgeting processes for functional groups by collaborating with key stakeholders and collecting and consolidating data from relevant areas, leveraging expertise and knowledge of the business.
Trader / Investment Analyst (PM Responsibilities) Pointwealth Capital ManagementTrader / Investment Analyst (PM Responsibilities)Encino, CAFull timeConduct investment research and due diligence on mutual funds, ETFs, individual securities, separately managed accounts (SMAs), fixed income investments, and alternative investments. The individual must have 5+ years of relevant experience in portfolio management, trading, or investment analysis, and be fully licensed (SIE, Series 7, 63/65 or 66 required, or ability to obtain within 60 days).
Vice President, Transaction Advisory Services Portage Point PartnersVice President, Transaction Advisory ServicesLos Angeles, CA$250,000–$350,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The VP, TAS will report directly into the TAS Practice Line Leader and work within a collaborative team environment to assess target strengths and weaknesses, identify key risks and potential deal breakers and ultimately evaluate the potential transactions alignment clients' investment strategy.
Senior - Transaction Advisory Services Baker Tilly Virchow KrauseLLPSenior - Transaction Advisory ServicesIrvine, CA$96,290–$144,450 / 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.
Chief Compliance and BSA-AML Officer Kind Lending, LLCChief Compliance and BSA-AML OfficerIrvine, CAFull timePrimary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination, including use of a keyboard; to verbally and orally communicate to exchange information; and to occasionally travel domestically (approximately 10-20%) for regulatory examinations, audits, and other meetings. Skills & Knowledge: Command of federal and state mortgage, consumer protection, privacy, fair lending, BSA/AML, OFAC, and related regulatory requirements, including, without limitation, TILA/Reg Z, RESPA/Reg X, TRID, ECOA/Reg B, HMDA, SAFE Act, TCPA, UDAAP, FCRA, and the GLBA.Strong knowledge of BSA/AML/OFAC/US PATRIOT ACT program requirements, including CIP, CDD/EDD, transaction monitoring, SAR filing, suspicious activity governance, and independent review expectations.
Part Time Associate Banker Ventura Valley East (30 hours) JPMorgan Chase Bank, N.A.Part Time Associate Banker Ventura Valley East (30 hours)West Hills, CAPart timeCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Part Time Associate Banker South LA (30 hours) JPMorgan Chase Bank, N.A.Part Time Associate Banker South LA (30 hours)Lynwood, CAPart timeCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Hiring Event - Part Time (30 Hours) Associate Banker Huntington Beach Bilingual English and Spanish Preferred JPMorgan Chase Bank, N.A.Hiring Event - Part Time (30 Hours) Associate Banker Huntington Beach Bilingual English and Spanish PreferredHuntington Beach, CAPart timeCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Part Time (30 Hours) Associate Banker, South Coast Branch, Santa Ana, CA Bilingual Spanish Required JPMorgan Chase Bank, N.A.Part Time (30 Hours) Associate Banker, South Coast Branch, Santa Ana, CA Bilingual Spanish RequiredSanta Ana, CAPart timeCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Hiring Event - Part Time Associate Banker SF Valley South (30 Hours) JPMorgan Chase Bank, N.A.Hiring Event - Part Time Associate Banker SF Valley South (30 Hours)Encino, CAPart timeCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Part Time Associate Banker South Bay (30 hours) JPMorgan Chase Bank, N.A.Part Time Associate Banker South Bay (30 hours)Rolling Hills Estates, CAPart timeCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Hiring Event - Part Time Associate Banker Glendale Burbank (30 Hours) JPMorgan Chase Bank, N.A.Hiring Event - Part Time Associate Banker Glendale Burbank (30 Hours)Glendale, CAPart timeCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Hiring Event - Part Time Associate Banker Long Beach (30 Hours) JPMorgan Chase Bank, N.A.Hiring Event - Part Time Associate Banker Long Beach (30 Hours)Long Beach, CAPart timeCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
NewPart Time Associate Banker Pasadena (30 hours) JPMorgan Chase Bank, N.A.Part Time Associate Banker Pasadena (30 hours)Pasadena, CAPart timeCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.