Finance analyst jobs in Indio, CA - 33 jobs

Financial Analyst Budgeting (Behavioral Health ) Own budgeting, forecasting, and unit-cost modeling for Regional Center (RC) funded behavioral health programs (e.g., SLS/ILS, Day Services, ABA, Residential/EBSH). You'll translate authorizations and rate sheets into program budgets, track actuals vs. plan, and partner with Operations/HR to keep programs compliant and financially healthy under California DDS and RC rules. Key Responsibilities Budgeting & Forecasting Build annual program budgets (OPS & POS revenue assumptions, staffing models, benefits/burden, OT, mileage, training, and overhead allocations). Maintain rolling monthly forecast (volume/utilization, cancellations, no-shows, unit rates, staffing changes). Create scenario models for new programs, expansions, and RFPs (best/base/worst cases). Revenue, Rates & Utilization Convert authorizations (units/hours/visits) into revenue plans; reconcile to delivered services and claims. Maintain rate/rule library for RC contracts and vendorization terms (units, billing rules, caps, holidays/closure days). Monitor utilization KPIs (authorized vs. delivered hours, productivity, cancellation rates) and flag risks early. Cost & Variance Analysis Monthly budget-to-actuals with clear variance narratives for leadership. Track labor cost drivers (base, differentials, OT, call-outs, per-diem usage) and recommend staffing mix changes. Maintain unit economics (cost per hour/visit/day; contribution margin by program, site, and payer/RC). Compliance & Documentation Support Partner with QA/Operations to understand DDS/RC directives, HCBS requirements, and Title 17/Title 22 financial impacts (e.g., staffing ratios, training mandates). Support audits (RC/DDS, internal/external), cost backup, and source documentation (timesheets, mileage, schedules, authorizations, delivered units). Familiarity with Regional Center forms and workflows (e.g., 6023/6024) and how they affect billing, service delivery, and budgeting. Cross-Functional Partnership Work with Scheduling to align staffing to authorizations; translate OT reduction plans into budget savings. Work with HR/TA on headcount plans, pay bands, and differentials aligned to program budgets. Collaborate with Billing/AR to resolve denials/discrepancies and accelerate cash flow. Tools & Reporting Build automated dashboards for KPIs (utilization, revenue, margin, OT, vacancies). Maintain standardized budget templates and program pro formas. Present monthly finance packs to Program Directors and leadership. #CALI1 #cali1 Qualifications Required Qualifications Bachelor's in Finance, Accounting, Economics, or related field (Master's or CPA a plus). 3-5+ years in healthcare/behavioral health FP&A or provider finance; RC/DDS experience strongly preferred. Advanced Excel/Google Sheets (INDEX/MATCH/XLOOKUP, pivot tables, Power Query or equivalent). Experience with accounting/ERP (QuickBooks, Sage Intacct, NetSuite) and a BI tool (Power BI, Looker, Tableau). Working knowledge of California RC/DDS ecosystem (vendorization, authorizations, units/rates, POS/OPS), and practical familiarity with Title 17/22, HCBS, and HIPAA privacy in handling PHI. Preferred Experience Budgeting for SLS/ILS, Day Services/DTAC, ABA, Residential/EBSH programs. Building rate models from RC contracts and responding to RFPs with compliant budget narratives. Inland Regional Center (IRC) or other RCs (e.g., RCOC, SARC, NLACRC) exposure. Understanding of 6023/6024 processes and their operational/financial implications. Core Competencies Analytical rigor & accuracy • Financial storytelling • Stakeholder partnership Systems thinking (operations finance) • Confidentiality & compliance mindset Process improvement & automation • Deadline discipline in a multi-program environment Success Metrics (examples) Monthly close variance vs. budget within ±2-3% and clear drivers identified. Utilization uplift (authorized delivered) by +5-10% within first two quarters. OT reduced to target band via staffing plan alignment. On-time submission of RC/DDS finance deliverables and clean audit results. Launch of self-serve dashboards adopted by Program Directors. Physical & Other Requirements Ability to handle confidential financial/PHI in compliance with HIPAA; Live Scan/clearances as required by contracts. Occasional travel to program sites and RC meetings. #CALI1 #cali1

Salary: Palm Desert Country Club (PDCC) golf course is one of the best 18 hole public golf courses in Coachella Valley. Our Team is looking for a Controller to oversee Golf Operations as well as our Villas Construction Project. At PDCC, you will work closely with the on-site team to provide a Golfing experience for the local community as well as for visitors who flock in year-round to play in one of the most renowned Golf hotspots in the World. In addition, we are currently constructing 69 Luxury Villa Homes, which are being built over 3 sites adjacent to the Golf Course. Job Description: As our Controller, you will perform all aspects of the finance, accounting, and payroll of the Golf Course, and you will be the Finance Lead for the Construction Project. The Controller is responsible for the financial reporting function of the multi entity structure. Reporting directly to the General Manager, the Controller will oversee the accounting, provide analysis, interpret results, and provide recommendations to improve financial performance where appropriate. The Controller will also report results both internally and externally to Palm Desert Country Clubs Executive Team and external stakeholders. What you will do: Prepare monthly consolidated financial statements, forecasts, and variance analysis for Golf Ops, F&B, and the Villas Construction project. Manage AP/AR and intercompany reconciliations to ensure accurate cost allocation across all business entities. Lead construction job-costing for the vilas development, tracking budget vs. actuals and managing contractor draws/lien waivers. Prepare and maintain an annual operating budget. Oversee payroll processing, workers' compensation, and safety-related programs with light HR administrative responsibility. Manage, control, and forecast cash flow for both daily operations and capital-intensive construction phases. Administer and update the company policies as required. Plan and direct monthly meetings. Work closely with all executive team members in achieving goals and objectives. Enforce legal and fiscal obligations as mandated by government agencies in compliance with professional standards. Maintain complete knowledge of and comply with all departmental policies, service procedures, and standards. Ensure company is compliant with all local, state and federal laws and required filings. Management of workers compensation and commercial insurance policies. Management of safety related programs and personnel policies. Work with external accountants on annual tax returns. Interact in a courteous and professional manner with all staff, executives and community members. Other duties and projects as assigned. What you should bring: A minimum of 5 years progressive accounting experience in a similar role. Bachelor's degree in Accounting/Finance preferred. CPA designation or equivalent required. Experience and knowledge of the construction field. Interest and/or understanding of golf. Ensure that standards are maintained at a superior level on a daily basis. Be a clear thinker, remaining calm and resolving problems using good judgment. Follow directions thoroughly. Thorough knowledge of accounting/operations, purchasing, inventory, budgeting and generally accepted accounting principles. Ability to maintain technical competence in accounting, tax matters, and industry innovations. Ability to work independently and to partner with others to promote an environment of teamwork. Proven team leader with a high level of energy and motivation. Has proficient understanding of Microsoft Word, Excel, Outlook, and Quickbooks Online. Well versed in computer-based accounting systems, point of sale system a plus. Must be legally eligible to work in the State of California, US.

Job DescriptionBenefits: 401(k) Company parties Competitive salary Dental insurance Flexible schedule Health insurance Opportunity for advancement Paid time off Vision insurance The Neuron Clinic is a busy outpatient neurology practice with locations in Chula Vista, Temecula, Murrieta, El Cajon, San Marcos, Corona and Palm Springs, CA. We are passionate about delivering high-quality patient care. We accept Medicare, Medi-Cal, Tricare, and most HMOs and commercial PPOs. We are seeking a healthcare professional that is passionate about quality care and making a difference in our patients lives Are you a strategic finance leader ready to make an impact in healthcare? Glia Health Management is seeking a dynamic Controller to oversee and elevate our financial operations. Reporting directly to the Chief Executive Officer, youll play a pivotal role in supporting our mission, vision, and growth. Key Responsibilities: Lead all accounting functions and ensure compliance with GAAP, CMS, and healthcare-specific regulations Oversee financial reporting, budgeting, forecasting, and cash flow management Provide high-level revenue cycle oversight and partner with leadership on revenue optimization Implement and monitor internal controls, compliance, and audit processes Support operational finance, capital planning, and technology integration Supervise and develop the accounting and finance team, fostering a culture of excellence and compliance What Were Looking For: Bachelors degree in Accounting, Finance, or Business Administration (required); CPA or CMA preferred At least 5 years of progressive accounting or financial management experience, including 2+ year in a supervisory role (healthcare experience strongly preferred) Proficiency with accounting software and Microsoft Office Suite Strong leadership, analytical, and communication skills Ability to manage multiple priorities, work independently, and drive projects to completion Bilingual English/Spanish preferred Why Join Glia Health Management? Be part of a mission-driven organization committed to excellence, integrity, and service Collaborate with clinical and administrative leaders to drive organizational success Enjoy a supportive, inclusive, and growth-oriented workplace Competitive compensation and benefits Additional Details: Travel required between clinic locations as needed Must be able to work flexible hours, including evenings and weekends when required Glia Health Management is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Ready to lead with purpose? Apply today and help shape the future of healthcare finance at Glia Health Management!

ACME House Company is seeking a highly skilled and motivated Controller to lead and strengthen our accounting function. This person will be responsible for general ledger management, financial reporting, reconciliations, and month-end close. The ideal candidate has strong experience working with Sage Intacct, a proactive, self-starter mindset, and the drive to take ownership of the accounting operations. This role is crucial in ensuring accurate financial reporting, streamlining processes, and supporting ACMEs continued growth. Key Responsibilities Financial Oversight & Reporting Own the general ledger and ensure financial statements are accurate, timely, and GAAP-compliant. Oversee the month-end and year-end close process, including journal entries, accruals, and reconciliations. Leverage Sage Intacct to generate financial reports that provide key insights for decision-making. Accounting Operations & Reconciliations Manage bank and credit card reconciliations, ensuring all accounts are up to date and errors are corrected promptly. Identify and correct balance sheet errors and system discrepancies to maintain data integrity. Collaborate with the tax team and external accountants to support tax compliance and filings. Process Improvement & Internal Controls Implement best practices and internal controls to enhance financial accuracy and efficiency. Optimize and document accounting workflows to improve team productivity. Leverage Sage Intacct to automate and streamline financial processes. Collaboration & Leadership Work closely with the CFO to align financial function with business strategy. Support and guide the internal and external accounting teams Qualifications & Skills 5+ years of accounting experience in a controller, accounting manager, or senior accountant role. Expertise in Sage Intacct, with hands-on experience managing the general ledger and month-end close process. Strong knowledge of GAAP and financial reporting best practices. Self-starter with a proactive approachable to take initiative, identify problems, and implement solutions. Meticulous attention to detail and ability to analyze financial data. Excellent organizational skills, with the ability to manage multiple priorities and meet deadlines. Experience working in hospitality, property management, or vacation rental industries is a plus. Why Join ACME House Company? Make an Impact: Play a critical role in revamping and leading the accounting function in a fast-growing, highly regarded company. Autonomy & Ownership: Take charge of key financial processes with the independence to implement improvements. Collaborative Leadership: Work closely with executives and department heads to drive financial excellence. Career Growth: Opportunity to build and shape the long-term financial structure of ACME House Company. Next Steps: If youre a detail-oriented, self-driven accounting leader with Sage Intacct expertise, wed love to hear from you! Apply today to join ACME House Company in elevating financial operations and supporting our continued success.

This position is responsible for supporting strategic and operational decision making across the retail and fuel business by delivering insightful financial analysis, reporting, and forecasting with a focus on fuel and merchandise sales performance, margin trends, operational costs, and other key metrics across multiple retail sites. The Analyst collaborates closely with operations, accounting, pricing, and procurement teams to identify performance drivers and recommend actions that improve profitability and efficiency. In addition, we strive to deliver our Five Star Experience to Guests and fellow Team Members. This includes being committed to our Service Promise: We are the Twenty-Nine Palms Band of Mission Indians Team, where your experience is our top priority. Every person and detail matters. ESSENTIAL DUTIES AND RESPONSIBILITIES: The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Provide outstanding customer service to guests and all other employees by exceeding our mission statement. Deliver our Five Star Experience to Guests and all Team Members by embodying our Mission Statement and Service Promise while adhering to department service standards. This entails consistency performing our service expectations of: Welcoming, Proactive, Seamless, Personalized and Valued. Coordinates with all levels of management to gather, analyze, summarize and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements and operating forecasts. Develop and maintain financial models for fuel pricing, store profitability, and cost analysis. Assists in the annual development of the forecasting and budgeting process and other business initiatives. Analyzes financial information to determine present and future financial performance and identifies trends and recommends improvements accordingly. Prepares a standard set of analytical reports, including ratio analysis, key metrics at month-end. Provide statistical and analytical support in the development, implementation and evaluation of all operational department programs as assigned. Provides analysis of labor and key business indicators and provide recommendations for efficiency. Researches and prepares economic and statistical reports on subjects such as rate of return, depreciation, cash flow, profit margins, etc. Provides analytical support for new site openings, capital investments, and other strategic initiatives. Analyzes contracts or other financial obligations of the Travel Center to ensure favorable agreement terms. Develop decision models and reporting to help with decision making. Partner with all levels of management on key business drivers to identify potential opportunities and risk. Conducts ad hoc, cost/benefit analysis and/or breakeven analysis for various projects assigned. Strong attention to detail with continuous improvement. Maintain positive working relationships. Ensure compliance with all Minimum Internal Control Standards (MICS) as well as all Tribal Internal Control Standards (TICS). Present a positive image of the Tribal organization to its guests and vendors and to assist them as required. Must follow all safety policies and procedures and attend all scheduled safety meetings and training as a condition of employment. Perform any other duties that may be assigned from time to time. WORKING CULTURE ENVIRONMENT: Ability to plan workload and manage multiple projects with competing priorities Ability to work with a high level of independence and or with related departmental Team members. Strong attention to detail with continuous improvement Advanced analytical skills and ability to support business decision making using quantitative analysis Excellent communication skills both verbal and written. Effective communicator in framing and presenting a concept or hypotheses Proven analytical and organizational skills to meet deadlines in an environment of often-changing priorities. Highly driven and self-motivated, with an entrepreneurial spirit. Ability to flourish in a multi-cultural environment. ADVANCED RESPONSIBILITIES & TOOLS Basic knowledge of Microsoft 365, Oracle, SQL, and working knowledge of Power Business Intelligence tools is an asset or related query tools. Collaborates with appropriate staff to gather input and feedback concerning system needs. Resolves issues and problems related to system platforms. Maintains or assists with maintenance of accounting information systems. Reviews complex financial accounting work processes, systems, and procedures for efficient workflow and conformity with accounting principles. Analyzes system design alternatives and identifies potential improvements to existing systems and processes. Administers and improves the company's corporate financial model including the company's cash and liquidity forecast Ability to plan workload and manage multiple projects with competing priorities OTHER REQUIRED SKILLS/ABILITIES: Thorough understanding of generally accepted accounting principles (GAAP). Thorough understanding of generally accepted auditing standards (GAAS). Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in computer and database development. SUPERVISORY RESPONSIBILITIES: This job does not require supervisory duties. Qualifications EDUCATION AND EXPERIENCE (MUST BE DOCUMENTED): Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Minimum two (2) to four (4) years of experience as a Financial Analyst, preferably in the retail, fuel, or convenience store industry. Proficiency with Gilbarco Passport and Comdata Smart Desk preferred. Minimum two (2) years of experience using SSCS back office is required. Experience with downstream fuel, retail fuel, or convenience store operations strongly preferred. CERTIFICATION, LICENSES AND ANY ADDITIONAL REQUIREMENTS: Must pass periodic random drug screens. Must be able to pass background suitability investigation. Must obtain a Tribal Gaming License. Must obtain all other applicable certifications and licenses. Must provide proof of eligibility to work in the United States within 72 hours of employment. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk and hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use upper extremities, including but not limited to, hands and fingers to handle, or feel; reach with hands and arms. They may be occasionally required to climb or balance, stoop, bend, push, pull, twist, kneel, crouch, or crawl. The employee must occasionally lift up to 25 pounds and/or push, pull up to 50 pounds. The employee is occasionally required use repetitive movements to complete tasks. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Employee may be occasionally required to work in low light conditions, and may be exposed to loud noise for extended periods. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Multiple locations. Some enterprises are open 24 hours per day, 7 days per week; therefore, you must be flexible to work any and all hours. Must be available for emergency calls 27/7. Must be available to work weekend and holidays. Some enterprises are gaming facilities. Some enterprises are not a smoke-free environment. Surveillance cameras and audio equipment monitor the premises recording activity throughout most of the facilities on 24 hours per day, 7 days per week basis. INDIAN PREFERENCE ACT: The Twenty-Nine Palms Band of Mission Indians has a resolution on file with Human Resources to ensure that Indian Preference will be adhered to in the following order in accordance with IPA: 1. Tribal Members 2. Other Native Americans 3. All other ethnic groups

Job DescriptionFull-time Controller (Residential Developer) About Us We stand as one of the leading privately owned homebuilding companies in the Palm Springs area, dedicated to making the American dream of homeownership a reality for families through our exceptional craftsmanship for almost 40 years. The company has garnered numerous prestigious awards, including the esteemed BIA Builder of the Year Award, top honors for overall projects from The National Association of Home Builders, Gold Nugget Awards, and Builder's Choice Awards, among many others. Job Overview We are looking for a seasoned Controller with extensive experience in residential development to oversee our financial operations. The ideal candidate will have a strong background in financial management, accounting, and reporting, with specific expertise in the residential development sector. This role is critical in ensuring the financial health and success of our projects and overall business operations. Key Responsibilities Financial Management and Reporting: Oversee all aspects of financial management for residential development projects Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements Develop and maintain budgets for individual projects and the overall company Implement and maintain internal controls to ensure financial accuracy and compliance Provide regular financial reports and analysis to senior management and stakeholders Manage the month-end and year-end close processes Project Financial Planning and Analysis: Collaborate with project managers to develop detailed financial plans for each residential development project Conduct feasibility studies and financial modeling for potential new projects Monitor project costs and revenues, identifying variances and recommending corrective actions Analyze project profitability and return on investment Provide financial guidance and support throughout the project lifecycle Cash Flow Management: Manage cash flow for individual projects and the overall company Develop and maintain cash flow forecasts Optimize working capital and ensure adequate liquidity Manage relationships with banks and other financial institutions Risk Management: Identify and assess financial risks associated with residential development projects Develop and implement risk mitigation strategies Monitor and report on key risk indicators Ensure compliance with relevant financial regulations and standards Tax Planning and Compliance: Oversee tax planning and compliance for the company and individual projects Collaborate with external tax advisors to optimize tax strategies Ensure timely filing of all required tax returns and payments Stay informed about changes in tax laws and regulations affecting the residential development industry Financial Systems and Process Improvement: Evaluate and implement financial software and systems to improve efficiency and accuracy Develop and maintain financial policies and procedures Continuously improve financial processes and controls Train and mentor finance team members on best practices and industry standards Stakeholder Communication: Prepare and present financial reports and analysis to the board of directors, investors, and other stak

At DAP Health, we are committed to transforming lives and advancing health equity for all. As a leading nonprofit health care provider, we deliver compassionate, high-quality care to the diverse communities of the Coachella Valley and San Diego County. Our comprehensive services range from primary care to mental health, wellness programs, and beyond, with a focus on those who are most vulnerable. Joining our team means becoming part of a passionate, innovative organization dedicated to making a meaningful impact in the lives of those we serve. If you're looking for a dynamic and purpose-driven environment, we invite you to explore the opportunity to contribute to our mission. Job Summary The Grants Cost Accountant position plays an essential role in tracking grant budget oversight and monitoring key budgetary performance metrics. The individual in this role utilizes information to conduct analysis and provide recommendations to management on factors that impact grant performance, including staffing and other expenditures. This position is responsible for assisting in the preparation of monthly grant/contract billings to federal, state, and private funders and ensuring compliance with GAAP, grant/contract standards, and internal guidelines. The role also assists with payroll and non-personnel allocations to grants. The Grants Cost Accountant will handle sensitive salary and other confidential information with the utmost care and will help with financial reporting and month-end close duties and responsibilities. They support the Grant Accounting Manager in the annual audit process, ensuring accuracy and effectiveness in all accounting procedures. Supervisory Responsibilities Manage Grants Accountants Review weekly timesheets for accuracy, review employee submissions and updates as needed; approve timesheets by required timeline Conduct one-on-one meetings (monthly at a minimum frequency, preferably bi-weekly), scheduled conversations, and annual performance reviews with direct reports by required timeline Attend mandatory Manager's Learning Collaborative trainings Partner with People Operations to: Develop a learning plan for employee development goals to provide tools needed to excel in their position Implement and follow a process to address performance issues as they arise Prepare a comprehensive onboarding process for each specific position for all new hires Address serious issues that may require interventions or investigations Develop and monitor departmental and program/project operating budgets, costs and schedules Supervise, lead, coach, and use best management practices to improve staff performance Support and model the identified vision, values, and behaviors of the organization Essential Duties/Responsibilities Review funds received, recorded, and posted for accuracy, and ensure compliance with procedures, rules, or regulations, and review specific grant activity Determine validity of, or liability for, invoices or charges and determine the proper accounting for such Post financial transactions to accounts, journals, or ledgers Set up and maintain new and existing grant allocations for personnel on multiple funding sources Review personnel grant allocations, ensuring that time allocated aligns with approved budget, process reclasses for over allocated time, and review timesheets to support reporting compliance Review grant coding on expenditures to ensure compliance Proactively work with program staff to provide grant support Prepare and submit timely financial reports, ensuring accuracy and completeness Prepare spenddown reports, monitor grant expenditures, and work with program staff on maximizing grant use Monitor budget modification timelines and assist in the preparation and submission of budget modifications to funders Perform grant close-out functions including related journal entries, reconciliations, invoices, and final cost reports Coordinate periodic audits and provide outside auditors with documentation and analysis in response to requests for financial information Lead month-end closings and fiscal year closings Gather documentation and information for external financial auditors and grant/funder auditors Operate standard office equipment, such as adding machine, computer, scanner or duplicating machine Access patient-protected health information as needed Serve as backup for other positions in the department as needed Perform other duties as assigned Qualifications Required Skills/Abilities Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, financial modeling, formulas, etc.) Experience with accounting software (e.g., Sage Intacct) Extremely organized and detail oriented with the ability to prioritize and maintain multiple projects simultaneously, meet conflicting and tight deadlines Communicate effectively, persuasively, and professionally both verbally and in writing with stakeholders, internally and externally Ability to: Make mathematical computations quickly and accurately; operate standard office equipment which may include computers, calculators, adding machines, scanners and duplicating machines; read, understand and follow written and oral instructions; use computerized accounting systems. Prepare data in the proper format for data entry; understand and maintain financial accounting files or other record systems; recognize and correct computational errors; accurately compare, post and transfer numbers; understand transactions in terms of accounting codes and classifications; prepare routine and special financial reports Education and Experience Associate's degree in accounting/finance or a minimum of five years equivalent experience Minimum of 3-4 years of experience in cost accounting or financial management, with at least 1 year specifically managing or working with grant funds Experience working with government, foundation, or corporate grants in a nonprofit environment Experience in budgeting and forecasting in a grant-funded organization Familiarity with the Uniform Guidance (2 CFR Part 200) and other regulatory compliance frameworks Working Conditions/Physical Requirements This position is on-site at DAP Health Admin Ability to lift 24 pounds Operates in an office setting at times and requires frequent times of sitting, standing, repetitive motion, and talking

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Palm Desert,CA $70,320.00 - $70,320.00; Redlands,CA $70,320.00 - $70,320.00; Palm Springs,CA $70,320.00 - $70,320.00; Riverside,CA $70,320.00 - $70,320.00; Yucaipa,CA $70,320.00 - $70,320.00; Rancho Mirage,CA $70,320.00 - $70,320.00; Beaumont,CA $70,320.00 - $70,320.00; Loma Linda,CA $70,320.00 - $70,320.00; San Bernardino,CA $70,320.00 - $70,320.00; La Quinta,CA $70,320.00 - $70,320.00; Yucca Valley,CA $70,320.00 - $70,320.00; Winchester,CA $70,320.00 - $70,320.00

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 3 out of 4 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. #LI-AM4

Superlanet is currently looking for an Sr. Epic Ambulatory Analyst to support a healthcare organization in California.This will be a direct\-hire opportunity that will remain remote. Hours: 8:00am - 4:30pm PST working hours. Responsibilities: This is a 100% Ambulatory position, unless you would like to additionally work in MyChart Quality Reporting and MIPS reporting Requirements 6+ years of Epic Ambulatory experience Epic Ambulatory certification Well versed in optimization, build, quarterly upgrades, ticket and maintenance support Benefits The range below is based on the market rate and is contingent on the organization's requisition and qualifications of the candidate: $85,000\-$115,000 "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"645256315","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"IT Services"},{"field Label":"City","uitype":1,"value":"Rancho Mirage"},{"field Label":"State\/Province","uitype":1,"value":"CA"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"92270"}],"header Name":"Sr. Epic Ambulatory Analyst","widget Id":"**********00072311","awli IntegId":"urn:li:organization:11209056","is JobBoard":"false","user Id":"**********00148003","attach Arr":[],"awli ApiKey":"77q490rzidltp4","custom Template":"3","awli HashKey":"67e7df041c0318288b36552c32f22c877d8871b060b6c5c30a8cd6b2d34646b42647fca1d932bd0627ba44e35fd1274865b88450603de639c95c823627b5b234","is CandidateLoginEnabled":true,"job Id":"**********15003060","FontSize":"15","location":"Rancho Mirage","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"gc0xfe17f**********1da0652ed6d1647a29"}

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Description The Financial Planning Analyst supports Morongo Casino Resort & Spa's financial decision-making through detailed data analysis and business reporting. Under the supervision of the Manager of Financial Planning & Analysis, this role is responsible for retrieving, organizing, and analyzing operational and financial data using query tools and Excel. The Analyst delivers actionable insights and collaborates across departments to improve performance and support strategic initiatives. ESSENTIAL DUTIES AND RESPONSIBILITIES: Extracts and analyzes data from AS400 and Oracle using Tableau and other querying tools to support financial reporting needs. Prepares financial reports, dashboards, and performance metrics as directed by the Manager of Financial Planning & Analysis. Assists in the creation and delivery of presentations that communicate trends, forecasts, and business insights. Ensures data accuracy, consistency, and integrity in all analysis and reporting deliverables. Partners with internal departments to collect relevant data and identify areas of improvement to enhance financial performance. Develops and distributes ad hoc reports for special projects or operational reviews. Maintains working knowledge of core business and financial principles, including profit/loss, variance analysis, and trend recognition. Performs other duties as assigned to support the overall success of the Financial Planning & Analysis function. SUPERVISORY RESPONSIBILITIES: This position does not have direct supervisory responsibilities but may provide guidance or support to other team members. QUALIFICATIONS: Knowledgeable in the safe use of cleaning chemicals and custodial equipment. Demonstrates strong interpersonal communication and professional behavior with guests and coworkers. Displays sound judgment, reliability, and integrity in daily responsibilities. Committed to delivering exceptional guest service in a clean and well-maintained environment. EDUCATION and/or EXPERIENCE: Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required. Minimum of 2 years of experience in financial planning and analysis, budgeting, or related finance roles. Strong analytical and quantitative skills with experience in financial modeling, forecasting, and variance analysis. Skilled in SQL and relational database design; with advanced use of data visualization platforms including Tableau, Power BI, and Cognos. Proficiency in Excel and financial reporting tools; experience with ERP systems (e.g., Oracle, SAP, UKG Pro, or similar) preferred. Familiarity with key financial metrics and performance indicators. Experience in a high-volume, fast-paced environment or hospitality/gaming industry preferred. LICENSES, CERTIFICATES, REGISTRATIONS: Must have successfully completed a background check and obtained a gaming license issued by the Morongo Gaming Agency, as required. LANGUAGE SKILLS: Must be able to read and interpret documents in English, such as instructions, guidelines, policies, and procedures. Must also be able to communicate clearly and effectively with team members, management, and guests. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. Communication Skills: Must be able to communicate clearly and effectively in person, by phone, and in group settings. Lifting and Carrying: Occasionally lifts documents, equipment, or supplies weighing up to 25 pounds. Manual Dexterity: Frequently uses hands to operate a computer, calculator, and other standard office equipment. Mobility: Occasionally moves throughout the property and between departments for meetings and operational support. Stationary Work: Frequently remains seated at a desk or computer workstation for extended periods. Tool Operation: Regular use of computers, software applications, and standard office equipment. Visual Acuity: Requires close vision, depth perception, and the ability to adjust focus while reviewing data and documents. Working Conditions: Regularly works in both office and casino environments, with exposure to moderate to high noise levels and a smoking environment. WORK ENVIRONMENT: This is a dynamic, fast-paced environment that requires the ability to adapt and perform under pressure. The casino operates with moderate to loud noise levels and is a smoking environment, requiring team members to work comfortably in these conditions. WORKING HOURS: Morongo Casino Resort & Spa operates 24 hours a day, 365 days a year; therefore, flexibility in scheduling is essential. Team members must be available to work shifts that may include evenings, weekends, holidays, and special events. Schedules are subject to change based on business needs and may include overtime, as well as work on both weekdays and weekends. EQUAL EMPLOYMENT OPPORTUNITY (EEO) AND INDIAN PREFERENCE: Morongo Casino Resort & Spa is an Equal Opportunity Employer and gives hiring preference to qualified Native Americans as allowed by law. We consider all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, age, disability, veteran status, or national origin. We provide reasonable accommodations to qualified individuals with disabilities as required by the ADA. If you need help or an accommodation during the hiring process, please contact Human Resources.

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. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. 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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: The Conflict Analyst will assist with the Firm's conflict clearing and client acceptance process. As part of that process, the Conflict Analyst will review proposed engagements across various service lines to assess whether they could result in conflicts that risk the Firm's finances, its reputation, or its client relationships. The role demands real-time risk analysis, practical problem-solving, and an ability to build relationships with senior decision makers across the Firm. Responsibilities: * As part of the conflict check process, research new projects using available on-line resources, including court websites (if applicable) to perform an in-depth analysis of potential projects. * Conduct database research for new projects to identify potential conflicts that risk the Firm's finances, its reputation, or its client relationships. * Facilitate the resolution of any potential conflicts. * Ensure data integrity within the conflict check database and client intake system. * Support and assist with strategic projects, including enhancing technology related to conflict check system. Qualifications: * 3 to 5 years of prior experience preferred * Bachelor's degree required * Strong analytical, technical, and organizational skills with an emphasis on detail * Excellent verbal and written business communication skills * Demonstrated problem-solving abilities. * Commitment to professional growth and willingness to learn or take on new skills The compensation range for this role is $53,870 to $102,150. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Palm Desert Country Club (PDCC) golf course is one of the best 18 hole public golf courses in Coachella Valley. Our Team is looking for a Controller to oversee Golf Operations as well as our Villas Construction Project. At PDCC, you will work closely with the on-site team to provide a Golfing experience for the local community as well as for visitors who flock in year-round to play in one of the most renowned Golf hotspots in the World. In addition, we are currently constructing 69 Luxury Villa Homes, which are being built over 3 sites adjacent to the Golf Course. Job Description: As our Controller, you will perform all aspects of the finance, accounting, and payroll of the Golf Course, and you will be the Finance Lead for the Construction Project. The Controller is responsible for the financial reporting function of the multi entity structure. Reporting directly to the General Manager, the Controller will oversee the accounting, provide analysis, interpret results, and provide recommendations to improve financial performance where appropriate. The Controller will also report results both internally and externally to Palm Desert Country Club's Executive Team and external stakeholders. What you will do: Prepare monthly consolidated financial statements, forecasts, and variance analysis for Golf Ops, F&B, and the Villas Construction project. Manage AP/AR and intercompany reconciliations to ensure accurate cost allocation across all business entities. Lead construction job-costing for the vilas development, tracking budget vs. actuals and managing contractor draws/lien waivers. Prepare and maintain an annual operating budget. Oversee payroll processing, workers' compensation, and safety-related programs with light HR administrative responsibility. Manage, control, and forecast cash flow for both daily operations and capital-intensive construction phases. Administer and update the company policies as required. Plan and direct monthly meetings. Work closely with all executive team members in achieving goals and objectives. Enforce legal and fiscal obligations as mandated by government agencies in compliance with professional standards. Maintain complete knowledge of and comply with all departmental policies, service procedures, and standards. Ensure company is compliant with all local, state and federal laws and required filings. Management of workers compensation and commercial insurance policies. Management of safety related programs and personnel policies. Work with external accountants on annual tax returns. Interact in a courteous and professional manner with all staff, executives and community members. Other duties and projects as assigned. What you should bring: A minimum of 5 years' progressive accounting experience in a similar role. Bachelor's degree in Accounting/Finance preferred. CPA designation or equivalent required. Experience and knowledge of the construction field. Interest and/or understanding of golf. Ensure that standards are maintained at a superior level on a daily basis. Be a clear thinker, remaining calm and resolving problems using good judgment. Follow directions thoroughly. Thorough knowledge of accounting/operations, purchasing, inventory, budgeting and generally accepted accounting principles. Ability to maintain technical competence in accounting, tax matters, and industry innovations. Ability to work independently and to partner with others to promote an environment of teamwork. Proven team leader with a high level of energy and motivation. Has proficient understanding of Microsoft Word, Excel, Outlook, and Quickbooks Online. Well versed in computer-based accounting systems, point of sale system a plus. Must be legally eligible to work in the State of California, US.

ACME House Company is seeking a highly skilled and motivated Controller to lead and strengthen our accounting function. This person will be responsible for general ledger management, financial reporting, reconciliations, and month-end close. The ideal candidate has strong experience working with Sage Intacct, a proactive, self-starter mindset, and the drive to take ownership of the accounting operations. This role is crucial in ensuring accurate financial reporting, streamlining processes, and supporting ACME's continued growth. Key Responsibilities 🔹 Financial Oversight & Reporting Own the general ledger and ensure financial statements are accurate, timely, and GAAP-compliant. Oversee the month-end and year-end close process, including journal entries, accruals, and reconciliations. Leverage Sage Intacct to generate financial reports that provide key insights for decision-making. 🔹 Accounting Operations & Reconciliations Manage bank and credit card reconciliations, ensuring all accounts are up to date and errors are corrected promptly. Identify and correct balance sheet errors and system discrepancies to maintain data integrity. Collaborate with the tax team and external accountants to support tax compliance and filings. 🔹 Process Improvement & Internal Controls Implement best practices and internal controls to enhance financial accuracy and efficiency. Optimize and document accounting workflows to improve team productivity. Leverage Sage Intacct to automate and streamline financial processes. 🔹 Collaboration & Leadership Work closely with the CFO to align financial function with business strategy. Support and guide the internal and external accounting teams Qualifications & Skills ✅ 5+ years of accounting experience in a controller, accounting manager, or senior accountant role. ✅ Expertise in Sage Intacct, with hands-on experience managing the general ledger and month-end close process. ✅ Strong knowledge of GAAP and financial reporting best practices. ✅ Self-starter with a proactive approach-able to take initiative, identify problems, and implement solutions. ✅ Meticulous attention to detail and ability to analyze financial data. ✅ Excellent organizational skills, with the ability to manage multiple priorities and meet deadlines. ✅ Experience working in hospitality, property management, or vacation rental industries is a plus. Why Join ACME House Company? Make an Impact: Play a critical role in revamping and leading the accounting function in a fast-growing, highly regarded company. Autonomy & Ownership: Take charge of key financial processes with the independence to implement improvements. Collaborative Leadership: Work closely with executives and department heads to drive financial excellence. Career Growth: Opportunity to build and shape the long-term financial structure of ACME House Company. 💡 Next Steps: If you're a detail-oriented, self-driven accounting leader with Sage Intacct expertise, we'd love to hear from you! Apply today to join ACME House Company in elevating financial operations and supporting our continued success.

Full-time Controller (Residential Developer) About Us We stand as one of the leading privately owned homebuilding companies in the Palm Springs area, dedicated to making the American dream of homeownership a reality for families through our exceptional craftsmanship for almost 40 years. The company has garnered numerous prestigious awards, including the esteemed BIA Builder of the Year Award, top honors for overall projects from The National Association of Home Builders, Gold Nugget Awards, and Builder's Choice Awards, among many others. Job Overview We are looking for a seasoned Controller with extensive experience in residential development to oversee our financial operations. The ideal candidate will have a strong background in financial management, accounting, and reporting, with specific expertise in the residential development sector. This role is critical in ensuring the financial health and success of our projects and overall business operations. Key Responsibilities Financial Management and Reporting: Oversee all aspects of financial management for residential development projects Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements Develop and maintain budgets for individual projects and the overall company Implement and maintain internal controls to ensure financial accuracy and compliance Provide regular financial reports and analysis to senior management and stakeholders Manage the month-end and year-end close processes Project Financial Planning and Analysis: Collaborate with project managers to develop detailed financial plans for each residential development project Conduct feasibility studies and financial modeling for potential new projects Monitor project costs and revenues, identifying variances and recommending corrective actions Analyze project profitability and return on investment Provide financial guidance and support throughout the project lifecycle Cash Flow Management: Manage cash flow for individual projects and the overall company Develop and maintain cash flow forecasts Optimize working capital and ensure adequate liquidity Manage relationships with banks and other financial institutions Risk Management: Identify and assess financial risks associated with residential development projects Develop and implement risk mitigation strategies Monitor and report on key risk indicators Ensure compliance with relevant financial regulations and standards Tax Planning and Compliance: Oversee tax planning and compliance for the company and individual projects Collaborate with external tax advisors to optimize tax strategies Ensure timely filing of all required tax returns and payments Stay informed about changes in tax laws and regulations affecting the residential development industry Financial Systems and Process Improvement: Evaluate and implement financial software and systems to improve efficiency and accuracy Develop and maintain financial policies and procedures Continuously improve financial processes and controls Train and mentor finance team members on best practices and industry standards Stakeholder Communication: Prepare and present financial reports and analysis to the board of directors, investors, and other stak

At DAP Health, we are committed to transforming lives and advancing health equity for all. As a leading nonprofit health care provider, we deliver compassionate, high-quality care to the diverse communities of the Coachella Valley and San Diego County. Our comprehensive services range from primary care to mental health, wellness programs, and beyond, with a focus on those who are most vulnerable. Joining our team means becoming part of a passionate, innovative organization dedicated to making a meaningful impact in the lives of those we serve. If you're looking for a dynamic and purpose-driven environment, we invite you to explore the opportunity to contribute to our mission. Job Summary The Grants Cost Accountant position plays an essential role in tracking grant budget oversight and monitoring key budgetary performance metrics. The individual in this role utilizes information to conduct analysis and provide recommendations to management on factors that impact grant performance, including staffing and other expenditures. This position is responsible for assisting in the preparation of monthly grant/contract billings to federal, state, and private funders and ensuring compliance with GAAP, grant/contract standards, and internal guidelines. The role also assists with payroll and non-personnel allocations to grants. The Grants Cost Accountant will handle sensitive salary and other confidential information with the utmost care and will help with financial reporting and month-end close duties and responsibilities. They support the Grant Accounting Manager in the annual audit process, ensuring accuracy and effectiveness in all accounting procedures. Supervisory Responsibilities Manage Grants Accountants Review weekly timesheets for accuracy, review employee submissions and updates as needed; approve timesheets by required timeline Conduct one-on-one meetings (monthly at a minimum frequency, preferably bi-weekly), scheduled conversations, and annual performance reviews with direct reports by required timeline Attend mandatory Manager's Learning Collaborative trainings Partner with People Operations to: Develop a learning plan for employee development goals to provide tools needed to excel in their position Implement and follow a process to address performance issues as they arise Prepare a comprehensive onboarding process for each specific position for all new hires Address serious issues that may require interventions or investigations Develop and monitor departmental and program/project operating budgets, costs and schedules Supervise, lead, coach, and use best management practices to improve staff performance Support and model the identified vision, values, and behaviors of the organization Essential Duties/Responsibilities Review funds received, recorded, and posted for accuracy, and ensure compliance with procedures, rules, or regulations, and review specific grant activity Determine validity of, or liability for, invoices or charges and determine the proper accounting for such Post financial transactions to accounts, journals, or ledgers Set up and maintain new and existing grant allocations for personnel on multiple funding sources Review personnel grant allocations, ensuring that time allocated aligns with approved budget, process reclasses for over allocated time, and review timesheets to support reporting compliance Review grant coding on expenditures to ensure compliance Proactively work with program staff to provide grant support Prepare and submit timely financial reports, ensuring accuracy and completeness Prepare spenddown reports, monitor grant expenditures, and work with program staff on maximizing grant use Monitor budget modification timelines and assist in the preparation and submission of budget modifications to funders Perform grant close-out functions including related journal entries, reconciliations, invoices, and final cost reports Coordinate periodic audits and provide outside auditors with documentation and analysis in response to requests for financial information Lead month-end closings and fiscal year closings Gather documentation and information for external financial auditors and grant/funder auditors Operate standard office equipment, such as adding machine, computer, scanner or duplicating machine Access patient-protected health information as needed Serve as backup for other positions in the department as needed Perform other duties as assigned Required Skills/Abilities * Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, financial modeling, formulas, etc.) * Experience with accounting software (e.g., Sage Intacct) * Extremely organized and detail oriented with the ability to prioritize and maintain multiple projects simultaneously, meet conflicting and tight deadlines * Communicate effectively, persuasively, and professionally both verbally and in writing with stakeholders, internally and externally * Ability to: * Make mathematical computations quickly and accurately; operate standard office equipment which may include computers, calculators, adding machines, scanners and duplicating machines; read, understand and follow written and oral instructions; use computerized accounting systems. * Prepare data in the proper format for data entry; understand and maintain financial accounting files or other record systems; recognize and correct computational errors; accurately compare, post and transfer numbers; understand transactions in terms of accounting codes and classifications; prepare routine and special financial reports Education and Experience * Associate's degree in accounting/finance or a minimum of five years equivalent experience * Minimum of 3-4 years of experience in cost accounting or financial management, with at least 1 year specifically managing or working with grant funds * Experience working with government, foundation, or corporate grants in a nonprofit environment * Experience in budgeting and forecasting in a grant-funded organization * Familiarity with the Uniform Guidance (2 CFR Part 200) and other regulatory compliance frameworks Working Conditions/Physical Requirements * This position is on-site at DAP Health Admin * Ability to lift 24 pounds * Operates in an office setting at times and requires frequent times of sitting, standing, repetitive motion, and talking

Hemet, California;Lake Elsinore, California; Rancho Mirage, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************** **:** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - 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 - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: - Monday - Fridays and rotating Saturdays Required Qualifications: - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications *******Please note this is a sourcing requisition there might not be an immediate opening for every location listed******* **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Hemet, California;Lake Elsinore, California; Rancho Mirage, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************** **:** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - 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 - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: - Monday - Fridays and rotating Saturdays Required Qualifications: - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications *******Please note this is a sourcing requisition there might not be an immediate opening for every location listed******* **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.