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Audeo Charter School 3.7
Finance associate job in San Diego, CA
IMPORTANT NOTICE:
This application must be completed in a single session. You will not be able to save your progress, so please ensure you have enough time to complete the entire application and have all required documents ready to attach before beginning. Incomplete submissions cannot be saved or resumed.
Application Preparation Checklist (Before You Begin)
To complete this application in one session, please have the following items ready to upload:
* Copy of Transcripts
Unofficial or official college transcripts for all coursework completed.
* Letters of Recommendation
Three letters of recommendation on letterhead written within the past two years, including one from a direct supervisor.
* Resume
* Cover Letter
In addition, you will be asked to respond to ten long-answer questions.
Please ensure you have adequate time to thoughtfully complete these responses before starting the application.
BASIC FUNCTION/DESCRIPTION OF POSITION:
As part of the Altus Schools Leadership Team; plan, organize, and oversee the administration and operations of the Business Services department for Altus Schools. Assure financial stability; contribute to the strategic direction of
Altus Schools in carrying out the Mission, Vision, and Strategic Initiatives. Supervise and maintain appropriate records and compliance practices for the Business Services department.
REPRESENTATIVE DUTIES:
This position description is not intended to be an exhaustive list of all duties, knowledge, or abilities associated with this classification, but are intended to accurately reflect the principal job elements.
Plan, organize, and administer the successful implementation of school finance best practices; contribute to the strategic direction of Altus Schools in carrying out its mission, vision, and strategic initiatives.
Oversee the development of the annual budget; monitor income and expenditures; prepare budget recommendations for the Board; maintain current knowledge of fiscal-related issues.
Assist in the development of the Local Control Accountability Plan (LCAP).
Attend a variety of local, city, county, state, and federal meetings as assigned; attend conferences and
workshops. Make presentations and conduct assigned meetings, prepare agendas, review minutes, and provide information and guidance as necessary.
Prepare and maintain a variety of records and reports including budgets, property contracts, legislative updates, and other reports related to assigned functions; direct the preparation and maintenance of a variety of narrative and statistical reports related to business operations.
Assist in the coordination of the investments and cash funds.
Review and submit mandated fiscal reports.
Annual review of job functions and evaluations of finance team members.
Responsible for renewal of vendor contracts.
Review audit report and federal and state tax forms
Provide technical expertise, information, and assistance to the Leadership Team regarding assigned functions; participate in the formulation and development of fiscal policies, procedures, personnel and programs.
Communicate with other administrators and outside organizations to coordinate activities and programs, resolve issues and conflicts, and exchange information.
Monitor all categorical budgets.
Monitor open purchase orders.
Oversee the Payroll, Accounts Payable, Budget/Financial, and Attendance Accounting Departments.
Oversee the development of the annual student attendance calendar.
Oversee ADA; project annual ADA; conduct internal attendance audits.
Coordinate external audit and implement audit procedures.
Review and analyze Senate Bill 740 criteria and requirements for compliance annually.
Work alongside other organizations that support the school.
Perform assigned duties related to contracted agreements entered into by employer.
Oversee the Payroll, Accounts Payable, Budget/Financial, and Attendance Accounting Departments.
Oversees and administers the daily activities of the Finance Department.
Perform other duties as assigned or changed with or without notice.
Maintain consistent and regular attendance.
KNOWLEDGE, ABILITIES, REQUIREMENTS:
Administration of California public school finance and business operations.
Independent study program requirements in California.
Principles and practices of administration, supervision, and training.
Applicable laws, codes, regulations, policies, and procedures affecting school Business operations.
Budget preparation and control.
School business management including finance, and facility acquisitions.
Oral and written communication skills.
Interpersonal skills using tact, patience, and courtesy.
Plan, organize, and administer the successful implementation of the Business operations of Altus Schools.
Ability to plan and set a financial strategy.
Plan, organize, and direct complex projects.
Provide creative and effective solutions for meeting the financial needs of Altus Schools.
Supervise, evaluate, and maintain performance and compliance records of assigned staff.
Communicate effectively both orally and in writing.
Interpret, apply, and explain rules, regulations, policies, and procedures.
Establish and maintain cooperative and effective working relationships with others.
Analyze situations accurately and adopt an effective course of action.
Meet schedules and timelines.
Work independently with little direction.
Plan and organize work.
Ability to manage diversity.
Prepare comprehensive narrative and statistical reports.
Oversee the maintenance of a variety of reports and files related to assigned operations and activities.
Advanced Excel skills: Pivot Tables, Flash Fill, VLOOKUP, XLOOKUP, Filters, SUMIFS, Power Pivots, etc.
Ability to create advanced Excel templates that are easy to use and can be incorporated into work processes
Possession of a valid California driver's license and reliable transportation.
TB Clearance
Obtain Criminal Justice Fingerprint/Background Clearance through the DOJ and FBI
EDUCATION AND OR/EXPERIENCE:
BS in Accounting, Business Administration with an emphasis in accounting, or finance, or CPA is required.
Experience with California Education Code, and federal and state regulations
Experience with public finance transactions
* Minimum of ten years of overall professional experience
* Minimum of five years of financial and operations management with a school district, charter school,
nonprofit, major company, or division of a large corporation.
* Minimum of five years of progressive senior responsibilities in developing and building out financial
reporting structures.
WORKING CONDITIONS:
ENVIRONMENT: Office setting; exposure to computer screens; travel between sites as needed.
PHYSICAL REQUIREMENTS: Hearing and speaking to exchange information with staff, external persons and vendors; seeing to perform assigned duties; sitting extended periods of time; dexterity of hands and fingers to operate a computer keyboard and other office equipment; kneeling, bending at the waist, and reaching overhead, above the shoulders and horizontally, to retrieve and store files and supplies; lifting light objects; driving a vehicle to visit resource centers/offices and attend meetings as needed.
LOCATION:
12-Month Workday Contract - 100% onsite (Monday-Friday)
APPLICATION INSTRUCTIONS:
The following items will be required with application submission:
Copy of Transcript (Copy of college transcripts for all coursework completed)
Letters of Recommendation (Three letters of recommendation on letterhead written within the past two years, including one from a direct supervisor)
Cover Letter
Resume
COMMENTS AND OTHER INFORMATION:
Join Our Award-Winning Team at Altus Schools!
Altus Schools is a network of innovative, WASC-accredited public charter schools dedicated to transforming the lives of students in grades TK-12 through personalized education. For more than 30 years, Altus has redefined what learning can look like-offering students a flexible, individualized approach that meets them where they are and helps them achieve their personal and academic goals.
Our award-winning program features:
Customized course plans built around each student's needs and interests
One-on-one teacher support in a caring, inclusive environment
Individualized college and career planning to prepare students for the future
Flexible scheduling that empowers students to take ownership of their learning
Altus Schools is proud to be a two-time recipient of the Malcolm Baldrige National Quality Award (2015 and 2021)-the nation's highest honor for performance excellence. As the first K-12 school system to earn this distinction and the only educational organization to receive it twice, Altus sets the benchmark for quality, innovation, and continuous improvement in education.
Our unique "University Model" blends independent study with in-person labs and tutorials at safe, modern, and technology-rich resource centers across San Diego County, Riverside County, and San Bernardino County. Together, our educators, students, and families create a collaborative community that inspires success and lifelong learning.
Join Altus Schools-where innovation, support, and excellence come together to help every student thrive.
For more information visit our website at: altus4u.com
SELECTION PROCESS:
Qualified applicants will first complete a brief work-styles/behavioral survey. Candidates who successfully complete this initial phase will be invited to a panel interview with School Administrators. Candidates recommended from the first interview will advance to a final interview with the Deputy Superintendent of School Services and Founding Director, and the Superintendent of School Services and Founder.
Please note that not all applicants will be invited to interview, and only those selected will be contacted regarding next steps. Hiring decisions are made based on the full evaluation process, and we do not discuss our hiring decisions with applicants.
COMPENSATION AND BENEFITS:
Compensation and Benefits: Employees are eligible for coverage beginning the first day of the month following sixty (60) days of employment. The benefits package includes medical, dental, vision, chiropractic, and life insurance, and a variety of employee-paid voluntary benefits. The benefits are 100% employer-paid for the employee and all eligible dependents!
Equal Employment Opportunity: Altus Schools is an equal opportunity employer. It is our policy to afford equal employment and advancement opportunity to all qualified individuals without regard to race, color, gender, sex, sex stereotype, religious creed, marital/registered domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, genetic information, sexual orientation, military and veteran status, or any other consideration made unlawful by federal, state, or local laws. This policy extends to all job applicants and employees and to all aspects of the employment relationship, including the hiring of new employees and the training, transfer, promotion, discipline, termination, compensation and benefits of existing employees.
$55k-76k yearly est. 6d ago
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Finance Transformation Analyst I
Caterpillar Brazil
Finance associate job in San Diego, CA
A leading global manufacturing company is seeking a Transformation Analyst I in San Diego, CA. This finance-based role focuses on operational excellence and process improvements within the accounting organization. The ideal candidate will possess strong accounting expertise and experience with process redesign, automation tools, and managing multiple priorities. Key responsibilities include analyzing accounting processes and developing standardized procedures to ensure compliance and efficiency. Join us to help shape a better world through financial innovation.
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$57k-84k yearly est. 5d ago
Finance Intern
Pacira Biosciences, Inc. 4.7
Finance associate job in San Diego, CA
At Pacira, innovation meets purpose.
Pacira BioSciences, Inc. is a pioneer in non-opioid pain management and regenerative health solutions. Today, we're building on that legacy with next-generation innovations for chronic, postsurgical, and musculoskeletal pain. Our culture is built on collaboration, innovation, and a shared commitment to helping patients recover faster. We are redefining what's possible in pain management-and we can't do it without talented people like you.
Why Join Us?
At Pacira, every career is more than a job. Our mission drives us, and every day, we challenge ourselves to achieve the extraordinary. Integrity is at the core of who we are. We value diverse perspectives and the collective strength of a unified team. Join the team in
making better possible
for patients everywhere.
Internship Position: Finance Intern
Duration: 9 weeks
Compensation: $20 per hour, 30 - 35 hours per week
Position Summary: We are seeking a talented and motivated intern to join our Finance team. The intern will assist with the ERP data cleanup/preparedness project. Activities include standardization of project nomenclature and user-defined fields, maintenance/correction of fixed asset tagging, location field updates, and other data management/maintenance activities. This is a great opportunity for a college student to gain hands-on experience and contribute to Pacira's success.
Key Responsibilities:
The intern will work closely with the Finance, Engineering, Facilities, Manufacturing, & R&D functions to identify and correct potential errors or missing information in our fixed asset register.
They will have the opportunity to learn about how fixed asset accounting works at a publicly-traded life sciences company and will play an instrumental role in assisting the Site Controller to prepare for a prospective ERP implementation.
They will also gain practical experience using Microsoft Excel to analyze business data, working cross-functionally to research, summarize, and present findings to management decision-makers, and have opportunities to tour Pacira's FDA-regulated commercial manufacturing facilities and learn how pharmaceutical products are developed and manufactured.
Collaborate with team members to achieve department goals.
Attend meetings and provide input on departmental initiatives.
Present final project(s) to key stakeholders within department
In addition to project work, the intern will have the opportunity to participate in lunch and learn activities, trainings and interactions with senior leadership
Qualifications:
Currently enrolled in a college or university program as a full-time rising Junior or Senior.
Majoring in Finance, Accounting, Financial Accounting, Business Information Systems
Experience with Microsoft Excel
Maintain a cumulative minimum GPA of 3.0/4.0
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Benefits:
Hands-on experience in a corporate environment.
Mentorship from experienced professionals.
Networking opportunities with industry leaders.
Application Deadline:
January 30, 2026
Start Date:
June 8, 2026
Note: This is a paid internship, and the intern must commit to a full-time schedule for the duration of the program.
$20 hourly 1d ago
Relationship Banker -Escondido-Oceanside Market
Bank of America Corporation 4.7
Finance associate job in San Marcos, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering 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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator
Shift:
1st shift (United States of America)
Hours Per Week:
40
$32k-37k yearly est. 4d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance associate job in San Diego, CA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$65k-113k yearly est. Easy Apply 60d+ ago
Principal Financial Analyst
Northrop Grumman 4.7
Finance associate job in San Diego, CA
RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: NoneTRAVEL: NoDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.
Northrop Grumman Mission Systems is a trusted provider of mission-enabling solutions for global security. We have a wide portfolio of secure, affordable, integrated, and multi-domain systems and technologies. Our differentiated battle management and cyber solutions deliver timely, mission-enabling information and provide superior situational awareness and understanding to protect the U.S. and its global allies.
We are looking for you to join our team as a Principal Financial Analyst based out of San Diego, CA. This is an onsite position that offers the 9/80 schedule.
What You'll Get to Do:
The Principal Financial Analyst will support the Financial Planning & Reporting (FP&R) team for the Navigation, Intelligence and Connectivity Division of Mission Systems Sector, reporting to the Division FP&R Manager.
The Principal Financial Analyst will be responsible for the consolidation and analysis of monthly financial reporting and forecasting; supporting monthly and quarterly Financial and Accounting closing activities; coordination of monthly variance analysis, consolidation and review of annual operating plans; and coordinating monthly unbilled AR reviews.
Additional roles and responsibilities include, but are not limited to, the following:
Division lead for cash and balance sheet activities
Monthly Indicted Final (IF) forecasting, reporting, and analysis to include Income Statement and Balance Sheet activities
Annual Operating Plan (AOP) preparation and variance analysis
Reserve tracking and analysis
AR metrics reporting and analysis
AR billed/unbilled reviews and status
Various month-end entries related to Account reclassifications
Profit Plan Analysis and SOX compliance
Other ad hoc duties as assigned
Basic Qualifications
Bachelor's Degree in Finance, Accounting, Business Administration, or a related field with 5 years of related experience, or Master's Degree as described with 3 years of related professional experience
Proficiency with MS Office Suite, specifically Excel, Word, and PowerPoint
Experience with SAP
Experience with COGNOS
Experience with financial planning and reporting
US Citizenship is required.
Preferred Qualifications:
Experience with Hyperion Planning, HFM, Access databases, and advanced Excel
Ability to interface with multiple disciplines and varying levels of management
Strong understanding of government contracting and accounting
What We Can Offer You
Northrop Grumman provides a comprehensive benefits package and a work environment which encourages your growth and supports the mutual success of our people and our company. Northrop Grumman benefits give you the flexibility and control to choose the benefits that make the most sense for you and your family.
Your benefits will include the following: Health Plan, Savings Plan, Paid Time Off and Additional Benefits including Education Assistance, Training and Development, 9/80 Work Schedule (where available), and much more!
MSBSMG
Primary Level Salary Range: $94,200.00 - $141,200.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
$94.2k-141.2k yearly Auto-Apply 1d ago
Mortgage Trader
Guild Holdings Company
Finance associate job in San Diego, CA
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
The Mortgage Trader is responsible for managing interest rates risk for the organization through pricing and executing MBS and whole loan trades on multiple platforms, with limited direction, for the purpose of loan sales and pipeline hedging. This role will also be responsible for setting asset values, rate sheet generation, supporting Production via Lock Desk responsibilities and performing other duties as assigned.
Compensation
This role is an exempt position with a Targeted Salary Range of $99,000 - $150,000 annually.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
Essential Functions
* Has functional knowledge to trade mortgage-backed securities, GSE cash whole loan commitments and other financial instruments in order to hedge interest rate risk of rate locks in the pipeline and closed loans.
* Execute electronic TBA trades through Bloomberg FIT Platform, GSE cash window and telephonically.
* Diligently observe market conditions including Intraday price changes of MBS, Treasury bonds, cash windows and private investor rate sheets.
* Applies developing knowledge to execute complex interest rate risk hedging and hedge related procedures.
* Assists in monitoring and hedging mortgage pipeline through use of MCT's hedging platform and the iSeries platform.
* Responsible for best execution analysis and allocations of loans sold as MBS, Cash Windows, or private correspondent buyers.
* Has functional knowledge to form and trade FNMA/FHLMC/GNMA pools.
* Identify opportunities and implement solutions to improve operational effectiveness.
* Manage BAM process to best execute and sell service released loans.
* Reconcile economics and issues related to service-released loans (Flow, Direct Trade, AOT, Pool).
* Work directly with trading team on building and enhancing relationships with Wall Street broker dealers.
* Assist in researching and onboarding new Wall Street broker dealers.
* Work directly with sales force on establishing pricing, locking, and policies related to mortgage loans.
* Build and maintain effective relationships with sales force by providing friendly and knowledgeable customer service.
* Maintain in-depth knowledge of loan programs and guidelines in order to assist teammates in the field, helping them operate within policies and guidelines.
* Collaborate with Production on individual loan scenarios; assist in assigning proper loan programs based on established pricing and guidelines.
* Use expertise to solve variance issues escalated by the Marketing Assistant and to respond to escalated inquiries and problems that cannot be solved by more junior teammates.
* Work to distribute technical knowledge throughout team.
* Review the output of junior-level teammates, and provide subsequent assessments and recommendations to Management.
* Provide analysis and work on special initiatives and projects from Management.
* Perform other duties as assigned.
Qualifications
* Bachelor's Degree in Finance or Accounting strongly preferred, or related field to the position, preferred.
* Minimum 4 years' experience in trading related role(s).
* Passion for delivering excellent customer service.
* Intermediate math skills required.
* Highly organized and detail oriented; ability to work in a fast-paced, deadline-driven environment required.
* Familiar with basic internet searches.
* Professional demeanor while under stress.
* Ability to meet deadlines while managing multiple tasks simultaneously.
* Excellent verbal and communication skills required.
* Strong attention to detail, with a focus on accuracy.
* Strong analytical and problem-solving skills.
* Excellent verbal and written communication skills required.
* Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
* Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
* Commitment to company values.
* Customer Service - Proactive attention to each person
* Integrity - Do and say what's right
* Respect - Treat others with dignity
* Collaboration - Listen and work together
* Learning - Seek knowledge and strive for improvement
* Excellence - Deliver the unexpected
Supervision
* Job Scope: Responsible for understanding the department/functional area objectives and goals and how own job contributes to achievement of these goals; may contribute insights and ideas on policies, processes, procedures, and efficiency; may recommend changes and enhancements based on analysis and evaluation of circumstances
* Complexity: Problems are often complex and specialized and may involve unprecedented circumstances; resolution requires investigation, analysis and review of professional/organizational standards
* Impact: Decisions and actions have an impact on the smooth operation and timeframes of the department, programs/projects; impact on the broader organization is generally indirect
* Interaction/Supervision: Acts as a mentor/guide to less experienced professional contributor staff in a similar role; works independently and only under general direction; guided by professional standards, desired outcomes, and project plan specifications
* Indirect Reports: 2
Requirements
Physical: Work is primarily sedentary; mobility in an office setting.
Manual Dexterity: Frequent use of computer keyboard and mouse.
Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation .Regularly required to accurately perceive, distinguish and interpret information received visually and through audio, e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Environmental: Office environment - moderate noise, no substantial exposure to adverse environmental conditions.
Mental: Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow. This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities. Must be able to adhere to process protocol. Must be able to apply established protocols in a timely manner.
Schedules: Work is primarily performed during the business week, Monday - Friday.
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
REQ#: MORTG017737
$99k-150k yearly 21d ago
Finance Associate (Banking: Lender & Borrower Side) - San Diego
Direct Counsel
Finance associate job in San Diego, CA
Job DescriptionAssociate - Finance (Banking: Lender & Borrower Side) Practice: Banking / Lender & Borrower Side Experience: Minimum 2 years Type: Full-Time
Direct Counsel represents an AmLaw 100 firm seeking a talented FinanceAssociate with at least two years of experience to join its Banking Practice in the San Diego office. This group advises on complex financing transactions and is particularly active in the private credit, acquisition finance, leveraged finance, and gaming/hospitality finance sectors. The role offers exposure to a wide range of borrower, arranger, and direct lender matters within a collaborative, high-growth environment.
Key Responsibilities:
Represent lenders, borrowers, arrangers, and direct lenders in domestic and cross-border financing transactions.
Advise on private credit, acquisition finance, leveraged finance, and sector-specific deals (including gaming and hospitality).
Draft, review, and negotiate credit agreements, security documents, intercreditor agreements, and ancillary finance contracts.
Manage transaction processes, including due diligence and closing mechanics.
Collaborate with colleagues across practice groups on complex corporate finance matters.
Qualifications:
Minimum of 2 years of finance experience in private credit, acquisition finance, or leveraged finance.
Strong drafting, negotiation, and analytical skills.
Excellent academic credentials.
Admission to the California Bar, or ability to practice in California.
Strong interest in working within a collegial and growing finance practice.
Compensation (Cravath Scale)
$50k-94k yearly est. 9d ago
Associate - Private Equity Finance (Jr and Sr -level)
Advocates Legal Recruiting
Finance associate job in San Diego, CA
Private Equity Finance | Junior & Senior Associate Roles
Offices: New York, Boston, Century City, San Diego, Washington, D.C.
Our AmLaw 100 client is expanding its market -leading Private Equity Finance team with two hires. One hire at the junior level and one at the senior level. This group represents some of the most active private equity sponsors in borrower -side acquisition financings.
The Roles
You'll be advising private equity sponsors in complex debt transactions, including leveraged and acquisition financings. The team operates at the center of the private credit and syndicated finance markets and handles high -stakes matters across sectors.
Who We're Looking For
Junior Associate: 1-4 years of borrower -side experience in private credit, leveraged finance, or acquisition finance. PE sponsor -side experience strongly preferred.
Senior Associate: 4+ years of experience in borrower -side acquisition finance with direct exposure to sponsor -led deals. Candidates should bring maturity in deal execution and client interaction.
Why This Practice
This is not a support role. You'll be joining one of the most active and sophisticated finance practices in the market. The platform offers deep sponsor relationships, substantive responsibility from day one, and direct access to market leaders in private equity finance. The group's national footprint means seamless collaboration across offices and significant opportunities for upward mobility.
Let's Talk
If you're ready for a higher -performing platform, confidentially reach out to discuss the opportunity.
Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
$50k-94k yearly est. 60d+ ago
Submit your Resume - Corporate Leadership & Finance
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Finance associate job in San Diego, CA
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$61k-92k yearly est. 60d+ ago
Investment Real Estate Rep
Vertigo Real Estate Ventures
Finance associate job in San Diego, CA
At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance.
Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed.
Why Join VREV?
Uncapped commissions & bonus opportunities - your income is in your hands
Merit-based culture - promotions and growth come from performance, not tenure
Full training provided - no real estate license required
One-on-one coaching and proven sales systems
Wellness perks - discounted gym memberships & wellness apps
What You'll Do
Prospect and build relationships with local real estate investors
Conduct in-person property walkthroughs and showings
Maintain an organized sales pipeline with consistent follow-up
Collaborate with managers on strategy and growth opportunities
Participate in sales meetings to share wins and sharpen your edge
What It Takes
Hungry, driven, and competitive mindset - you want to win
Strong interpersonal skills and confidence in sales conversations
Resilience when facing objections or rejection
Desire for life-changing financial growth
Sales experience preferred, but not required
The Details
Driver's license required; must be able to commute
Commission-only role
OTE: $100,000-$200,000+
If you've been waiting for an opportunity where hard work truly equals high reward - this is it.
Apply today and let's see if you have what it takes to join the top 2% at VREV.
$40k-81k yearly est. Auto-Apply 60d+ ago
Private Client Banker - Bressi Ranch - Carlsbad, CA
Jpmorganchase 4.8
Finance associate job in Carlsbad, CA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
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.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$72k-132k yearly est. Auto-Apply 19d ago
Personal Financial Rep I,II,III
Aalusion
Finance associate job in San Diego, CA
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE:
This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit unions policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES:
This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position.
NATURE & SCOPE:
Meets/exceeds established monthly/annual sales and service goals.
Follows quality service standards to ensure exceptional quality service is provided.
Maintains a thorough knowledge of all products and services, policies and procedures.
Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
Processes consumer and real estate loans.
Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
Addresses difficult member situations and resolves in a positive manner.
Serves as a backup to Personal Financial Assistant or Teller.
May be required to maintain a cash drawer.
May serve as a notary.
Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES:
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under ones control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the companys success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
A high school diploma or equivalent is required.
o PFR I: 1 year experience in a financial institution or other related field
o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service
o PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service
Excellent communication skills; sound judgment, and attention to detail.
Previous experience with Microsoft Windows applications is preferred.
Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES:
Ensure sales and service goals are met.
Process new accounts and/or loans accurately and completely.
Adhere to cash, key and dual control policies and procedures.
Adhere to security and robbery procedures.
Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
Excellent ability to communicate, both verbally and in writing; ability to tolerate periods
of continuous sitting.
ENVIRONMENTAL CONDITIONS
Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
California Coast Credit Union is an Equal Opportunity Employer.
Salary Range:
Personal Financial Rep I:
$37,432.928 (min) - $56,149.184 (max)
Personal Financial Rep II:
$41,058.992 (min) - $61,588.592 (max)
Personal Financial Rep III:
$45,875.02 (min) - $68,812.64 (max)
$37.4k-68.8k yearly 60d+ ago
Private Client Banker - Bressi Ranch - Carlsbad, CA
JPMC
Finance associate job in Carlsbad, CA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
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.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$39k-79k yearly est. Auto-Apply 19d ago
Analyst - Financial
NBS 4.5
Finance associate job in Temecula, CA
Job Title: Analyst - Financial
Classification: Full Time, Exempt
Salary Range: $65,000 - $100,000
NBS has standard office hours of Monday through Friday 8 a.m. - 5 p.m. PST with the option to work a Compressed Work Week (9/80) schedule.
Summary:
NBS is currently seeking an Analyst - Financial in our District Management Consulting Group. This position will assist in the administration of Special Financing Districts including data management, financial analyses, calculation of taxes and assessments, and client services.
Essential functions:
Data Collection and Analysis: Gather, clean, and organize data from various sources, ensuring data is accurate and accessible for analysis. Conduct data validation and ensure the accuracy and completeness of data before analysis. Review and manage large datasets, ensuring consistency and integrity throughout the process. Effectively evaluate and interpret financial, accounting, and legal data. Perform regular audits to ensure data integrity and implement corrective actions when necessary.
Report Generation and Presentation: Compile findings into clear, well-organized reports and presentations for senior team members and clients. Use data visualization tools to present data in easily understandable formats such as dashboards, charts and graphs. Draft detailed written summaries to accompany reports, explaining methodologies, findings and recommendations. Review and cross-check reports to ensure consistency and quality across all deliverables.
Client Support: Develop and maintain professional relationships with clients and their assigned representatives. Provide timely data-driven responses to management and client inquiries during project phases. Assist in client meetings, offering insights or explanations regarding data findings and conclusions. Collaborate with senior team members to ensure client deliverables are met and align with project objectives.
Project Coordination and Management: Support the planning, execution, and delivery of consulting projects through tracking and managing assigned tasks, ensuring deadlines are met. Prepare and maintain project documentation and communicate project updates to team members and clients, ensuring alignment and transparency. Identify potential risks, or issues, and escalate them to senior team members for resolution.
Knowledge/Skills/Abilities:
Ability to learn how to analyze and interpret statutes and regulatory codes.
Establish and maintain effective client relationships.
Possess excellent organization skills and time management skills.
Advanced proficiency in Microsoft Office, specifically Excel.
Ability to analyze complex sets of data within various program platforms.
Excellent written and verbal communication skills.
Ability to identify and escalate issues beyond the current level of expertise.
Must display attention to detail and to be meticulous and accurate in handling large data sets.
Ability to adjust and manage competing priorities.
Education may vary; a degree in business, public administration, finance, or IT is preferred.
NBS Benefits:
We offer a full line of benefits including the following:
Employee Stock Ownership Program - 100% Employee Owned
401k Plan with a generous employer match
Medical and Dental Insurance coverage is paid in full for the employee.
Paid Vacation, Sick, Holidays, and Volunteer time.
Life insurance covering the employee in the sum of $100,000, is paid in full by NBS.
Short- and long-term disability insurance for the employee is paid in full by NBS.
About NBS:
NBS is a consulting firm helping communities fund tomorrow. We typically work directly for government agencies, such as cities, school districts, and special districts, but also consult with a variety of non-profit and private entities. In addition, NBS licenses its proprietary software, called D-FAST , to local government agencies nationwide. The primary office is in Temecula with a secondary office located in San Francisco. We are a 100% employee-owned company with roughly 55 employees. We have been in business since 1996 and have been growing consistently and responsibly ever since. We pride ourselves in what we do for our communities, as well as our great work environment, growth opportunities, personal and professional development, and excellent benefits.
$65k-100k yearly 60d+ ago
Business Banker (LO) San Marcos, CA
W.F. Young 3.5
Finance associate job in San Marcos, CA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of in-branch business banking experience
1+ year of experience managing a dedicated book of small business customers across assigned territory
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Experience using strong business acumen to provide financial services consultation to business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
High motivation with ability to successfully meet team objectives while maintaining individual performance
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Customer service focus with experience handling complex transactions across multiple systems
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
Experience mentoring and peer-coaching others
Job Expectations:
This position is not eligible for Visa sponsorship.
This position requires LO registration at the time of employment. Wells Fargo will initiate the LO registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
Location: 1000 W San Marcos Blvd., SAN MARCOS, CA 92069
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$30.77 - $45.67
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
30 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$67k-90k yearly est. Auto-Apply 21d ago
Corporate Finance Intern
Realtyome Corporation
Finance associate job in San Diego, CA
At Realty Income,
The Monthly Dividend Company ,
our internship program offers more than just work experience-it's an opportunity to discover purpose, build meaningful connections, and unlock your professional potential.
Purpose. As an intern, you'll contribute to the mission that drives everything we do: delivering dependable value to our shareholders, colleagues, and communities. You'll work on impactful projects that align with our business strategy and support our purpose of doing the right thing, taking ownership, empowering each other, and giving more than we take.
Connection. Throughout the summer, you'll collaborate with professionals across departments, gaining mentorship and insights from leaders who are passionate about your growth. You'll join a community built on trust, inclusion, and teamwork-because we believe success is achieved together.
Opportunity. This 10-week program is designed to accelerate your learning and career exploration. You'll gain hands-on experience in a publicly-traded, global real estate investment trust while developing the skills, confidence, and relationships that can shape your future.
Join us from June 17 to August 24, 2026, and experience what it means to build a meaningful career rooted in purpose, strengthened by connection, and driven by opportunity.
What You Will Be Working On:
The Corporate Finance Intern is responsible for supporting the Corporate Finance function, including analyzing and executing strategic capital markets activities, supporting the company's investor relations and marketing efforts, and performing ad-hoc financial analyses and recommendations to support the company's various strategic initiatives. The role involves significant interaction with the executive leadership team, corporate finance department, and key external constituents.
Capital Markets Function
Support the Corporate Finance function on strategy and execution of the capital markets transactions, such as equity and debt offerings, “At-the-Market” ATM program, liability management, and other initiatives, including developing presentation materials, talking points, investor call scripts, and working with outside counsel, lenders, and banking relationships.
Help maintain the company's WACC models and track cost of capital trends.
Analyze and evaluate alternative capital-raising opportunities.
Help update capital markets dashboard, peer comp sheets, etc., on a recurring basis to track relevant capital markets and financial metrics and macroeconomic indicators to support strategic capital markets decisions.
Conduct benchmarking analysis (performance metrics, financial disclosures, investor materials, capital structure, and capital raising strategies) and make recommendations on industry best practices.
Work alongside team to prepare ad hoc financial / capital markets analyses for the corporate finance and/or executive team.
Organize, synthesize, and help recommend capital raising ideas (structure, timing, size, etc.) based on capital markets outlook, the company's strategic objectives, and themes aggregated through discussions with investment banker product specialists.
Help update and maintain due diligence Q&A document for quarterly ATM bringdown as well as on an as-needed basis in conjunction with capital raising activity.
Help prepare Corporate Finance and Capital Markets related materials for monthly and quarterly Board of Directors meetings and Audit Committee meetings (presentations, memorandums, strategic updates).
Investor Relations Function
Support the company's investor relations efforts on an as-needed basis, working in tandem with the company's investor relations and corporate finance team.
Work with capital markets and investor relations team members to maintain and update Earnings Q&A documents.
Support efforts in prepping for a potential Investor Day event.
Analyze peer earnings results and metrics.
Help prepare and update the company's Investor Presentation decks for publication to the Investor Relations site.
Help with marketing and communications efforts for the Company's branding initiatives.
Other Strategic Initiatives
Participate in developing, defining, and executing strategic partnership opportunities, including business development, partner due diligence, financial analysis and models, and presentation materials.
Help with the tracking and reporting of the company's credit investment portfolio and perform analyses involving new and existing investments.
Support the company's private capital and strategic partnership initiatives.
Perform ad-hoc strategic financial analyses and recommendations in support of strategic growth initiatives of the company
What You Need to Be Successful:
We are looking for a rising senior with a GPA of 3.5 or higher pursuing a degree in Economics, Finance, Business, or related field to join our Corporate Finance team.
Proactive curiosity of capital markets related concepts and related constituents
Strong financial acumen, a quantitative mindset, and stout attention to detail
Proactive, industrious, and intellectually curious
Strong communication skills (both verbal and written)
Ability to brainstorm, strategize, and execute in ambiguous situations
Desire to take initiative and identify opportunities to improve processes and “status quo”
Knowledge of Microsoft Excel and PowerPoint (Bloomberg and SNL Financial data tools optional)
Interest in and curiosity for the REIT industry
The hourly compensation for this role is in the range of $21.00 - $25.00. Hourly rate determined by the candidate's skills, experience, knowledge, education, and abilities.
Realty Income is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require accessibility support to submit your application or other reasonable accommodations to participate in the recruitment process, please contact ***********************, or call ************. An employee will respond to your message to begin the interactive process. Please note that this phone number and email address are only for individuals seeking a disability accommodation when applying for a job.
$21-25 hourly Auto-Apply 2d ago
Financial Analyst - Mid
Kros-Wise 3.6
Finance associate job in San Diego, CA
We are seeking a detail-oriented and proactive Mid-Level Budget Analyst to join our finance team. In this role, you will support budgeting, forecasting, financial planning, and variance analysis for departmental and organizational budgets. You will collaborate with internal stakeholders to provide financial insights and ensure fiscal responsibility in alignment with strategic goals.
Experience Description:
Assist in the preparation, formulation, and justification of multi-year budget estimates for acquisition and sustainment programs in accordance with DoD financial guidance.
Monitor and track the execution of funds across various appropriations (RDT&E, Procurement, O&M, etc.)
Conduct analysis and reconciliation of financial data to support program managers, IPT leads, and financial leadership.
Support budget exhibits, Program Objective Memorandum (POM) submissions, and Congressional budget justifications.
Prepare financial reports, obligation/expenditure benchmarks, and ad hoc data calls.
Track and update spend plans, monitor burn rates, and provide recommendations for reprogramming actions or adjustments.
Utilize tools such as Navy ERP
Requirements:
3 years' experience support Navy with financial management
Secret clearance or ability to obtain clearance
Education:
Bachelor's degree in any discipline
Benefits:
Health insurance (Medical, Dental, Vision)
401(k)
Paid time off
Life Insurance
$62k-87k yearly est. 60d+ ago
Finance/Accounting intern
La Jolla Lasik Institute
Finance associate job in San Diego, CA
Job Description
La Jolla LASIK Institute
Business/Accountant/Finance Intern
Un-paid Internship
La Jolla LASIK Institute - La Jolla, California
Un-paid Internship
Description
HELP US TAKE LA JOLLA LASIK INSTITUTE TO THE NEXT LEVEL!
Our interns have participated in the Academic Internship Program (AIP) and received credit for their internship through UCSD.
"As CEO of La Jolla LASIK Institute, I am looking for a talented and experienced finance intern to learn to manage and lead a finance team. The successful individual in this critical position will learn how to be responsible for the oversight, administration and hands on running of an overall finance team. Learning from the bookkeeper and CEO, the decisions you learn to make and effectiveness you demonstrate will be a vital factor in any future company's performance. As we significantly grow our LASIK practice during the next few years, financial reporting and decision-making will have a big impact on the company's overall success,” Angela Nahl, MD, CEO
At La Jolla LASIK Institute, we are committed to our core values:
World Class Results
Personalized Care
Professionalism
Sincerity
These values are alive at our company and we live them every day while pursuing our purpose of “We don't just improve vision. We make dreams come true.”
For the ideal candidate looking for something special and who can answer "yes" to all of the following questions, this is the opportunity for you.
• Do you love numbers and metrics?
• Do you live by the expression “Say what you are going to do and do what you've said?”
• Can you balance listening and understanding with the need to be firm?
• Are you comfortable and confident in a high-profile role within the organization?
• Is it more important for others to respect you than to necessarily be your friend?
• Do you hate office politics as much as we do?
• Are you seeking an atmosphere of open and direct communication, clear and mutually established priorities and expectations, and a culture of performance and accountability?
• Are you professional and results driven?
• Are you committed to win?
• Do you exceed people's expectations on a regular basis?
• Do you have a passion to succeed?
• Do you want to make a big mark on the success of our company that can clearly be seen by everyone?
• Do you want to work at a company that is driven to reshape its industry?
If you answered "yes" to these questions, we want to meet you!
Our Company:
La Jolla LASIK Institute is a successful locally-owned and privately-funded eye institute. With a highly personalized and medically world-class system of patient care, La Jolla LASIK Institute makes dreams come true for people frustrated with the limitations of glasses and contact lenses. While many LASIK companies have gone out of business or are struggling mightily, La Jolla LASIK continues to grow and is positioned to continue to more than double revenues again this year.
The Position:
La Jolla LASIK Institute is seeking a business and finance intern. This position will be hands-on in all financial and business reporting aspects of our company. The business and finance intern will be expected to be a useful voice in business and financial planning. As the company grows, the intern will have the opportunity to learn and grow into more responsibility.
Learn to take on the following Responsibilities:
Develop, create, and track daily, weekly, monthly, quarterly and yearly key performance indicators.
Ensure all electronic and paper filing systems are current and well organized.
Create a new budgeting process that also tracks actual expenses.
Analyze current software, recommend any changes and implement recommendations.
Work with bookkeeper to ensure accuracy of financial statements.
Complete special projects and additional duties as required.
The ideal candidate will be able to make and implement many of the above decisions on his/her own once competency has been demonstrated to senior management.
Assist clinic with administrative tasks, eg. organizing patient ledgers
At La Jolla LASIK Institute, your values, abilities, and demonstrable track record of success are more important than direct experience. The ideal candidate will fit the following criteria:
Major in Accounting, Economics, Management Science, Mathematics, or Statistics preferred.
Strong ability in Excel
Experience with Quickbooks a plus but not required
Previous experience in accounting
Great communication skills
Excellent analytic skills and strong attention to detail.
Strong computer skills, specifically with GSuite programs
Location:
La Jolla, California
ID:
844406
Employer:
La Jolla LASIK Institute
Posting Date:
September 14th, 2018
Expiration Date:
September 14th 2019
Division:
Ophthalmology, Optometry, Health Care, Medicine
Organization Description:
La Jolla LASIK Institute
Desired Major(s):
Economics, Mathematics, Math-Computer Science, Business Analytics, Management Science, Applied Mathematics, Rady MBA, Master Business Analytics, Master Finance, Leadership of Healthcare Organizations, Data Science and Engineering, Master Business Administration, Master of Finance, Graduate Students, Grad student, Applied Math, Data Science
Desired Minor(s):
Accounting, Business, Management Science, Math-Computer Science, Mathematics (Applied), Economics, Mathematics Education, Mathematics
Job Function:
Administrative, Consulting, Engineering, Entrepreneurship, Financial Services, Healthcare, Management Information Systems, Management/Administration, Marketing/Sales, Operations/Logistics, Public Relations/Advertising, Writing/Editing
Duration:
1 year minimum
Approximate Hours Per Week:
10
Desired Start Date:
October 10th, 2018
Salary Level:
Unpaid
Contact Information
Apply through hiring portal only.
Phone calls and emails are not accepted.
Additional Documents
Cover Letter, Unofficial Transcript, Other Documents
Documents Required
Cover Letter, Unofficial Transcript, Other Documents
Requested Document Notes
cover letter, transcript, resume, and a joke
Travel Percentage
No Travel
Important Dates
Posted On:
September 14th, 2018
Application Deadline
September 14th, 2019
Apply through hiring portal only.
Phone calls and emails are not accepted.
$35k-50k yearly est. 30d ago
Finance & Accounting Intern
Tang Capital Management
Finance associate job in San Diego, CA
Job Title:
Intern, Finance and Accounting
Reports to:
Senior Director, Finance and Accounting
, LLC
Tang Capital Management, LLC (Tang Capital) is an investment firm with offices in San Diego and New York.
Position Summary
The Finance & Accounting Intern is responsible for supporting the Finance and Accounting team with a variety of projects, data entry, financial reporting, and month-end close responsibilities. This role provides the opportunity to gain hands-on experience in accounting, financial analysis, and investment operations, with direct exposure to Tang Capital's real estate tax lien certificates investment portfolio and broader asset portfolio.
Essential Duties and Responsibilities
Assist with the month-end close process, including preparing journal entries and reconciliations under supervision
Create and maintain financial models to support portfolio and transaction analysis
Support preparation of internal financial statements and related schedules
Research accounting guidance and assist in determining appropriate treatment of transactions
Help account for public and private capital transactions
Manage and track cash flow between internal entities
Assist with treasury activities, including monitoring cash movements and maintaining records
Support annual financial statement audits and other compliance requests
Collaborate with internal teams on ad hoc projects and reporting requests
Demonstrate proficiency with Microsoft Excel and contribute to data organization and reporting
Execute other duties as assigned
Qualifications
Actively pursuing a Bachelor's Degree in Accounting, Finance, or related field with intent to obtain CPA license
Minimum 3.5 GPA preferred
Strong academic foundation with coursework in accounting and/or finance
Highly organized with strong attention to detail and accuracy
Proficiency in Microsoft Excel; familiarity with Word, PowerPoint, and Access a plus
Excellent written and verbal communication skills
Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines
Willingness to learn and adapt in a fast-paced environment
Interest in pursuing a career in accounting, finance, or investment management
How much does a finance associate earn in Escondido, CA?
The average finance associate in Escondido, CA earns between $37,000 and $127,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.