Post job

Finance associate jobs in Modesto, CA - 88 jobs

All
Finance Associate
Relationship Banker
Finance Analyst
Finance Manager
Personal Banker
Finance Representative
Banker
Finance Specialist
Finance Coordinator
Finance Service Representative
  • Relationship Banker - Stockton, CA

    Bank of America Corporation 4.7company rating

    Finance associate job in Stockton, 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-38k yearly est. 2d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Finance Manager, R&D / Manufacturing

    10X Genomics 4.4company rating

    Finance associate job in Pleasanton, CA

    We are seeking an experienced, collaborative and results-oriented individual to join our 10X team as Finance Manager, R&D / Manufacturing. This position will provide financial analysis that will help guide business decisions of Senior Leaders. The ideal candidate will have a strong planning and analysis background with an understanding of Manufacturing fundamentals and Cost Accounting. Individuals applying for this position must be self-starters, strategic thinkers, action driven, flexible in changing direction and methods, thrive in a fast-paced environment, excel at managing multiple priorities, succeed in communicating with all levels within the organization and provide immediate contribution. What you will be doing: Establish solid business partnership with various teams in an assigned function across the global Operations organization, as well cross-functional collaborations with Commercial and R&D. Global Operations support spans Supply Chain, Logistics, Planning, and Quality functional support. Additionally, the role will help support the introduction of a new Service Labs Operations, including in-depth knowledge of Cost of Goods Sold (Cost Accounting) and Gross Margin analytics. Manage, improve and streamline the annual budgeting and quarterly forecasting process for the team, including operating expense, headcount, and capital expenditures. Responsible for the delivery of accurate and timely month-end variance and management reporting. Create standardized reporting packages to effectively communicate relevant information. Provide analytical support and financial guidance to help with various business decisions. This includes developing new analyses and improving reports and metrics to better support business partners' decision-making process. Develop in-depth knowledge of business partners' areas of focus and critical issues to provide value-add insight and guidance. Develop ideas for process improvement for scaling the finance department and implement in collaboration with other FP&A team members. To be successful you will need: 8+ years of relevant experience in a financial planning and analysis role and a BA or BS degree. Excellent analytical and problem-solving skills/modeling. Proven track record in business partner or corporate FP&A role. Highly detail oriented and organized. Ability to apply knowledge of Cost Accounting and GAAP. Advanced Excel and PowerPoint skills required. Strong verbal, written, and interpersonal communication skills are required. Demonstrated success working in a deadline driven and multi-task, fast-paced environment. Desired Skills and Background MBA a plus Experience in biotech or pharmaceuticals industry a plus. Experience in multi-national organization a plus. Below is the base pay range for this full-time position. The actual base pay will depend on several factors unique to each candidate, including one's skills, qualifications, and experience. At 10x, base pay is also just one component of the Company's total compensation package. This role is also eligible for 10x's equity grants, its comprehensive health and retirement benefit programs, and its annual bonus program or sales incentive program. During the hiring process, your 10x recruiter can share more about the Company's total compensation package. Pay Range$148,700-$201,100 USD About 10x Genomics At 10x Genomics, accelerating our understanding of biology is more than a mission for us. It is a commitment. This is the century of biology, and the breakthroughs we make now have the potential to change the world. We enable scientists to advance their research, allowing them to address scientific questions they did not even know they could ask. Our tools have enabled fundamental discoveries across biology including cancer, immunology, and neuroscience. Our teams are empowered and encouraged to follow their passions, pursue new ideas, and perform at their best in an inclusive and dynamic environment. We know that behind every scientific breakthrough, there is a deep infrastructure of talented people driving the life sciences industry and making it possible for scientists and clinicians to make new strides. We are dedicated to finding the very best person for every aspect of our work because the innovations and discoveries that we enable together will lead to better technologies, better treatments, and a better future. Find out how you can make a 10x difference. Individuals seeking employment at 10x Genomics are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation, or any other characteristic protected by applicable law. 10x does not accept unsolicited applicants submitted by third-party recruiters or agencies. Any resume or application submitted to 10x without a vendor agreement in place will be considered unsolicited and property of 10x, and 10x will not pay a placement fee.
    $148.7k-201.1k yearly Auto-Apply 17d ago
  • Finance Manager

    Reed Family Companies 4.4company rating

    Finance associate job in Modesto, CA

    "OUR PEOPLE ARE OUR STRATEGY" We are growing and in need of a Finance Manager for our Reed Family Companies locations. Come join a team with a great company culture that offers competitive wages and benefits!! We offer Paid Time Off, Medical, Dental, Vision Care Insurance. We offer a 401k program. A Pension Program, Life Insurance, AD&D and opportunities for growth and development. The Finance Manager will ensure timely and accurate financial reporting for all plant P&L's, construction projects at the individual job level, and at the consolidated general ledger level. The Finance Manager maintains accounting records and produces financial reports on a monthly and as needed basis. The Finance Manager assists the operation team analyzing and improving business performance. This position will work closely with both the accounting and operations teams to meet month-end closing deadlines. The Finance Manager can expect to work in Modesto or/and Stockton.Duties and Responsibilities: Providing Financial support and analytics for 711 Operations, including reviewing Financials Providing Financial support and analytics for UPS Operations, including reviewing Financials and WIP Provide Financial support and analytics for G4 Technologies Provide Financial support and analytics for VSSE Operations including WIP and Asphalt oil P.O. Timely filing of the fuel tax return for 711 Timely filling of VSS Sales & use tax & TPT Review, Monitor & post the Monthly/Weekly Equipment usage. Review, Monitor & post the Daily Truck usage. Review, Monitor & post the Daily Driver allocations and Driver Standard rates. Inquire & Inform management of Drivers excess OT & Idle time. Monitor the accounting for the Mobile Plant Jobs Prepare the Daily Production for RM plants Prepare Daily Production entries for Rock Plants. Review/change Vista coding for AP & Purchase orders Prepare ad hoc reports as needed by operations and accounting. Leader for the Bizview Budgeting & forecast effort Coordinate completion of capital expense budgeting workbook Help to develop Equipment rates & be instrumental in the Monthly Equipment meeting. Help to develop std cost for the Rock plant products. Assist in the Month end inventory count. Facilitate month-end closing activities. Monthly review the various SSRS cost per ton report with Operations. Provide information, as requested, for the annual audit. Other duties as assigned. Qualifications: Must have excellent communications skills both written and verbal to interact with internal and external drivers and customers. Must possess the ability to prioritize and handle multiple projects utilizing organizational skills and communications skills. Strong sense of responsibility regarding timely and accurate completion of work, and a strong commitment to corporate goals. Must be capable of functioning under fast pace stressful working conditions. Must have a strong working knowledge of Microsoft Word and Excel. Experience with designing Queries and Pivot Tables a plus. Previous experience with Vista Construction Software a plus. Bachelor's Degree (BA) or equivalent from four-year college or university in finance or accounting; and/or related experience and/or training, or equivalent combination of education and experience. AFFIRMATIVE ACTION STATEMENT: Applicants must be currently authorized to work in the United States. We are proud to be an Equal Opportunity and Affirmative Action employer, and consider qualified applicants without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factor under federal, state or local law.
    $92k-123k yearly est. Auto-Apply 6h ago
  • Financial Manager (Deputy Controller)

    Department of Justice

    Finance associate job in Atwater, CA

    Corrections professionals who foster a humane and secure environment and ensure public safety by preparing individuals for successful reentry into our communities. Corrections professionals who foster a humane and secure environment and ensure public safety by preparing individuals for successful reentry into our communities. Overview Help Accepting applications Open & closing dates 01/14/2026 to 02/05/2026 Salary $124,531 to - $161,889 per year Pay scale & grade GS 14 Locations 1 vacancy in the following locations: Aliceville, AL Maxwell AFB, AL Talladega, AL Forrest City, AR Show morefewer locations (45) Phoenix, AZ Safford, AZ Atwater, CA Lompoc, CA Victorville, CA Littleton, CO Washington, DC Coleman, FL Marianna, FL Miami, FL Tallahassee, FL Atlanta, GA Jesup, GA Greenville, IL Marion, IL Pekin, IL Terre Haute, IN Leavenworth, KS Ashland, KY Lexington, KY Manchester, KY Oakdale, LA Pollock, LA Cumberland, MD Milan, MI Sandstone, MN Waseca, MN Yazoo City, MS Butner Federal Correctional Complex, NC Fort Dix, NJ El Reno, OK Gregg Township, PA Loretto, PA Minersville, PA Edgefield, SC Salters, SC Bastrop, TX Beaumont, TX Bryan, TX La Tuna, TX Seagoville, TX Texarkana, TX Beaver, WV Bruceton Mills, WV Glenville, WV Remote job No Telework eligible No Travel Required 25% or less - Travel may be required for training and/or work related issues. Relocation expenses reimbursed Yes-Reimbursement is authorized for travel and transportation for this position. Appointment type Permanent Work schedule Full-time Service Competitive Promotion potential 14 Job family (Series) * 0505 Financial Management Supervisory status Yes Security clearance Other Drug test Yes Bargaining unit status No Announcement number N-2026-0040 Control number 854443500 This job is open to Help Internal to an agency Current federal employees of the hiring agency that posted the job announcement. Career transition (CTAP, ICTAP, RPL) Federal employees whose job, agency or department was eliminated and are eligible for priority over other applicants. Clarification from the agency * BOP Employees nationwide • DOJ Surplus and Displaced (CTAP) Employees in the local commuting area. • Division: Financial Management Branch, Federal Prison Industries, Washington, DC • Duty Location: Various Approved FPI Locations. Full list below in Agency Benefits Section. Duties Help The incumbent serves as the Deputy to the Controller and is considered the technical advisor on financial and business matters which affect the policy and direction of the Corporation as a whole. Advises and provides the Controller and Deputy Assistant Director with appropriate information required to achieve an effective operations program. Regularly Participates in discussions concerning planning, policy and decision-making for all corporate activities. Advises and makes recommendations to the UNICOR Business Managers and Accountants pertaining to financial inventory management activities of their respective industrial operations. Formulates and recommends to the Controller supplemental operating instructions over and above the general procedures outlined in the Corporate Policy and Procedures Manual to accommodate those activities peculiar to these separate divisions. Requirements Help Conditions of employment * U.S. Citizenship is Required. * See Special Conditions of Employment Section. Career Transition Programs (CTAP): These programs apply to Federal and/or DOJ employees who meet the definition of surplus or displaced from a position in the competitive service. To receive selection priority for this position, you must: * 1. Meet CTAP eligibility criteria; * 2. Be rated well-qualified for the position with a score of 85 or above based on scoring at least half of the total possible points for the vacancy KSAs or competencies; and * 3. Submit the appropriate documentation to support your CTAP eligibility. NOTE: Applicants claiming CTAP eligibility must complete all assessment questions to be rated under the established ranking criteria. Qualifications To be considered for the position, you must meet the following qualification requirements: Basic Requirement: A. Degree: accounting; or a degree in a related field such as business administration, finance or public administration that included or was supplemented by 24 semester hours in accounting. The 24 hours may include up to 6 hours of credit in business law. (The term "accounting" means "accounting and/or auditing" in this standard. Similarly, "accountant" should be interpreted, generally, as "accountant and/or auditor.") OR B. Combination of education and experience: at least 4 years Of experience in accounting, or an equivalent combination of accounting experience, college-level education and training that provided professional accounting knowledge. The applicant's background must also include one of the following: * Twenty-four semester hours in accounting or auditing courses of appropriate type and quality. This can include up to 6 hours of business law; * A certificate as Certified Public Accountant or a Certified Internal Auditor, obtained through written examination; or * Completion of the requirements for a degree that included substantial course work in accounting or auditing, e.g., 15 semester hours, but that does not fully satisfy the 24 semester hour requirement of paragraph A, provided that (a) the applicant has successfully worked at the full-performance level in accounting, auditing, or a related field, e.g., valuation engineering or financial institution examining; (b) a panel of at least two higher level professional accountants or auditors has determined that the applicant has demonstrated a good knowledge of accounting and of related and underlying fields that equals in breadth, depth, currency, and level of advancement that which is normally associated with successful completion of the 4-year course of study described in paragraph A; and (c) except for literal nonconformance to the requirement of 24 semester hours in accounting, the applicant's education, training, and experience fully meet the specified requirements. AND Education: There is no substitution of education for specialized experience for this position. Experience: You must have at least one year of specialized experience equivalent in difficulty and complexity to the next lower grade level. To be creditable, this experience must have equipped the applicant with the particular qualifications to perform successfully the duties of the position, and must typically be in or related to the position to be filled. Some examples of this qualifying experience are: * Experience participating in Corporate strategic planning(short and long term) through forecasting of expected economic factors. * Experience with accounting principles, theories, concepts, and practices to include Corporate accounting, financial reporting, and accounting standards for federal agencies. * Experience formulating and approving supplemental operating instructions outlined in the Corporate Policy Manual. * Experience reviewing monthly and quarterly financial data reports and supervising preparation of analysis to determine status of sales, gross earnings, return on productive assets, and other items critical to the Corporation's financial status. Credit will be given for paid and unpaid experience. To receive proper credit, you must show the actual time (such as the number of hours worked per week) spent in activities. Your eligibility for consideration will be based on your responses to the questions in the application. Education See Qualifications Section for education requirements, if applicable. ONLY if education is a requirement/substitution for specialized experience, applicant MUST upload legible transcripts as verification of educational requirement. Transcripts MUST be uploaded and electronically linked from USAJOBS at the time you apply and MUST include identifying information to include School Name, Student Name, Degree and Date Awarded (if applicable). All academic degrees and coursework must be completed at a college or university that has obtained accreditation or pre-accreditation status from an accrediting body recognized by the U.S. Department of Education. For a list of schools that meet this criteria, Click Here. Foreign Education: For information regarding foreign education requirements, please see Foreign Diploma and Credit Recognition at the U.S. Department of Education website: Recognition of Foreign Qualifications. If you are selected for this position and qualified based on education (i.e. basic education requirement and/or substitution of education), you will be required to provide an OFFICIAL transcript prior to your first day on duty. Additional information In accordance with 5 U.S.C. 3307, a maximum entry age of 36 has been established for original appointment to a position in a Bureau of Prisons institution. The representative rate for this position is $136,984 per annum ($65.64 per hour). Special Conditions of Employment Section: Initial appointment to a supervisory/managerial position requires a one-year probationary period. The incumbent is subject to geographic relocation to meet the needs of the agency. Appointment is subject to satisfactory completion of a urinalysis, physical, and background investigation. All applicants are subject to National Crime Information Center (NCIC) and credit checks. All applicants not currently working in an institution will be required to complete a qualification inquiry regarding convictions of misdemeanor crimes of domestic violence in order to be authorized to carry a firearm. The Core Value Assessment (CVA) is an in-person assessment that must be facilitated at a Bureau of Prisons Human Resource Servicing office. On the day of the scheduled interview, a CVA will be administered. The applicant assessment must be completed within a 70 minute time period and a passing score of 68 must be obtained. Further employment consideration will not be extended if the applicant fails to complete the examination or fails to achieve a passing score. Note: The Core Value Assessment will not be administered to current BOP employees. Successful completion of the "Introduction to Correctional Techniques," three-week training course at Glynco, Georgia is required. The addresses listed on the USAJOBS account/resume must be the primary residence at the time of application. You may be required to provide proof of residence. Additional selections may be made if vacancies occur within the life of the certificate. Although competitive and non-competitive applications are being accepted, the selecting official may elect to have only one group reviewed. As a condition of employment for accepting this position, you will be required to serve a 1-year probationary period during which we will evaluate your fitness and whether your continued employment advances the public interest. In determining if your employment advances the public interest, we may consider: * your performance and conduct; * the needs and interests of the agency; * whether your continued employment would advance organizational goals of the agency or the Government; and * whether your continued employment would advance the efficiency of the Federal service. Upon completion of your probationary period your employment will be terminated unless you receive certification, in writing, that your continued employment advances the public interest. Exceptions may apply. See 5 CFR part 11. SALARY RANGE: Salary reflected on this vacancy announcement is for the "Rest of the U.S."; however, the selectee's salary may be higher based on the worksite/duty station of the appointee. See Salary Tables for your location. Expand Hide additional information Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution. Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Approved duty locations below: FCI Aliceville, AL FCC Allenwood, PA FCI Ashland, KY FCI Atlanta, GA FCI Bastrop, TX FCI Beckley, WV FCC Beaumont, TX FPC Bryan, X FCC Butner, NC Central Office, Washington, DC FCC Coleman, FL FCI Cumberland, MD FCI Edgefield, SC FCI Englewood, CO FCI El Reno, OK FCC Forrest City, AR FCI Fort Dix, NJ FCI Gilmer, WV FCI Greenville, IL FCC Hazelton, WV FCI Jesup, GA FCI La Tuna, TX FCI Lexington, KY FCC Lompoc, CA FCI Loretto, PA FCI Leavenworth, KS FCI Manchester, KY FCI Marion, IL FCI Miami, FL FCI Milan, MI FPC Montgomery, AL FCI Marianna, FL FCC Oakdale, LA FCI Pekin, IL FCI Phoenix, AZ FCC Pollock, LA FCI Safford, AZ FCI Schuylkill, PA FCI Seagoville, TX FCI Sandstone, MN FCI Tallahassee, FL FCI Talladega, AL FCC Terre Haute, IN FCI Texarkana, TX FCC Victorville, CA FCI Waseca, MN FCI Williamsburg, SC FCC Yazoo City, MS Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. How you will be evaluated You will be evaluated for this job based on how well you meet the qualifications above. If your composite score exceeds the average score for this job, your resume and supporting documentation will be compared to your online assessment responses and utilized to determine whether you meet the job qualifications listed in this announcement. If your selections are not supported by your application materials, your responses may be adjusted and/or you may be excluded from consideration for this job. If you are found to be among the top candidates, you will be referred to the selecting official for employment consideration. There are several parts of the application process that affect the overall evaluation of your application: * Your resume, which is part of your USAJOBS profile; * Your responses to the eligibility questions; * Your responses to the online assessment; * Your supporting documentation, if required. Time-in-Grade: Federal employees must meet time-in-grade requirements for consideration. You must meet all qualification requirements upon the closing date of this announcement. What Competencies/Knowledge, Skills and Abilities are Required for this Position? The following Competencies/Knowledge, Skills and Abilities (KSA's) are required: * Ability to utilize time and resources in order to devise plans, procedures, or methods to carry out work assignments while applying a knowledge of financial systems. * Ability to develop, interpret, and apply financial management policies, procedures, and guidelines. * Ability to supervise subordinates. * Ability to meet and deal with others. * Ability to apply accounting concepts, theories, and practices to derive solutions. You may preview questions for this vacancy. Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Approved duty locations below: FCI Aliceville, AL FCC Allenwood, PA FCI Ashland, KY FCI Atlanta, GA FCI Bastrop, TX FCI Beckley, WV FCC Beaumont, TX FPC Bryan, X FCC Butner, NC Central Office, Washington, DC FCC Coleman, FL FCI Cumberland, MD FCI Edgefield, SC FCI Englewood, CO FCI El Reno, OK FCC Forrest City, AR FCI Fort Dix, NJ FCI Gilmer, WV FCI Greenville, IL FCC Hazelton, WV FCI Jesup, GA FCI La Tuna, TX FCI Lexington, KY FCC Lompoc, CA FCI Loretto, PA FCI Leavenworth, KS FCI Manchester, KY FCI Marion, IL FCI Miami, FL FCI Milan, MI FPC Montgomery, AL FCI Marianna, FL FCC Oakdale, LA FCI Pekin, IL FCI Phoenix, AZ FCC Pollock, LA FCI Safford, AZ FCI Schuylkill, PA FCI Seagoville, TX FCI Sandstone, MN FCI Tallahassee, FL FCI Talladega, AL FCC Terre Haute, IN FCI Texarkana, TX FCC Victorville, CA FCI Waseca, MN FCI Williamsburg, SC FCC Yazoo City, MS Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. Required documents Required Documents Help Failure to provide legible required documents and/or follow the prescribed format often results in removal from consideration. If uploading documentation, do not identify/save your documents utilizing a special character such as %, #, @, etc. Documentation should be identified/saved as VA Letter, DD-214, or Transcripts. * Resume: Resume (includes name and contact information) limited to 2 pages showing relevant experience (cover letter optional). Experience that would not normally be part of the Federal employee's position is creditable when documented by satisfactory evidence of qualifying experience (e.g., a memorandum from the manager, Human Resource Manager, SF-52, etc.). * To receive credit for experience contained in an application, the experience must be documented: * Reflecting start date and end date in month/year format (MM/YYYY) AND * Include the number of hours worked per week. * SF-50: Current or former Federal employees NOT employed by the Bureau of Prisons MUST submit a copy of their SF-50 Form which shows competitive service appointment, tenure group, and salary. If you have promotion potential in your current position, please provide proof. If you are applying for a higher grade, and your experience was gained at a Federal agency other than the Bureau of Prisons, you MUST provide the SF-50 Form which verifies the length of time you have been in your highest grade and supports your claim for time in grade. * Employees applying with an interchange agreement must provide proof of their permanent appointment. * Current federal employees NOT employed by the BOP and former federal employees MUST submit a copy of their latest yearly performance appraisal/evaluation. * CTAP, Click Here, if applicable. * College transcript: includes the School Name, Student Name, Degree, and Date Awarded (if applicable). * NOTE: If you are selected, official transcript(s) will be required prior to your first day. For more help, visit USAJOBS Help Center - What should I include in my resume? We cannot be held responsible for incompatible software, delays in mail service, applicant application errors, etc. If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
    $124.5k-161.9k yearly 12d ago
  • Retail Relationship Banker

    Bank of Montreal

    Finance associate job in Modesto, CA

    Application Deadline: 02/27/2026 Address: 3600 McHenry Ave. Job Family Group: Retail Banking Sales & Service Bilingual in Spanish and English is preferred. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $45,900.00 - $75,900.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $45.9k-75.9k yearly Auto-Apply 10d ago
  • Retail Relationship Banker

    BMO Financial Group 4.7company rating

    Finance associate job in Modesto, CA

    Pelandale branch Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. + Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). + Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. + Supports customer transactions needs based on customer traffic. + Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. + Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. + Acts as a key member of a collaborative and versatile branch and market team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. + Organizes work information to ensure accuracy and completeness. + Takes the initiative to find creative approaches that make each customer's experience feel personal. + Looks for ways to contribute to the ongoing improvement of the overall customer experience. + Contributes to business results and the overall experience delivered. + May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. + Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. + Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. + Complies with legal and regulatory requirements for the jurisdiction. + Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. + Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. + Analyzes issues and determines next steps. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. + Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. + Appropriate lending qualifications and designations. + Working knowledge of personal and small business customer needs and solutions. + Working knowledge of retail investments and lending products. + Experience in financial services is an asset. + Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. + Passionate commitment to helping our customers. + Drive to deliver a personal customer experience. + A focus on results and the ability to thrive in a consultative sales and team-based environment. + Resourceful self-starter with courage and confidence to approach customers. + Readiness to collaborate and work in different capacities as part of a team. + Strong interpersonal skills, including the ability to build rapport and connections with customers. + An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. + Specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. **Salary:** $45,900.00 - $75,900.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $45.9k-75.9k yearly 5d ago
  • Manager, Finance Transformation

    Snowflake 4.5company rating

    Finance associate job in Dublin, CA

    Snowflake is about empowering enterprises to achieve their full potential - and people too. With a culture that's all in on impact, innovation, and collaboration, Snowflake is the sweet spot for building big, moving fast, and taking technology - and careers - to the next level. We are seeking a skilled, quick-learning accounting professional with finance & accounting experience to develop and deliver accounting and technologies solutions in the CFO & CAO organization, primarily focusing on record-to-report and adjacent areas. We are looking for a flexible leader who can proactively manage risk, anticipate potential issues and implement appropriate mitigations for this fast-growing, highly dynamic company, especially leaders who understands the role of data in supporting AI initiatives during process re-engineering. RESPONSIBILITIES: Bring a deep understanding of accounting guidance and operational experience to identify areas for optimization within the record-to-report and adjacent business cycles Develop detailed project plans, gather business requirements, track performance against objectives and ensure project requirements are delivered on time Ownership of the relevant business process/system improvement roadmap and ensure that it aligns with the CFO & CAO vision Execute on new projects, solutions and deliverables for the rapidly changing finance operations environment, including, but not limited to, Artificial Intelligence (AI) initiatives, business process improvements, shared services implementation, post-acquisitions integration, finance automation, transformations, and compliance Oversee the development of business requirement documents (BRDs) and the execution of user acceptance testing (UAT) to ensure solutions are moving into production in a SOX compliant manner. Work closely with cross functional teams to develop their plans to support planned enhancements and run cross functional project alignment and reporting QUALIFICATIONS: Bachelor's Degree in Finance or Accounting or FinTech related disciplines; CPA preferred Minimum 8+ years of experience in a public accounting, consulting firm providing consulting, accounting services, or relevant financial operations experience 1-2 years of project management best practices related experience, PMP Certification a plus 1-2 years of business intelligence support experience a plus Expertise, knowledge and aptitude for developing and delivering finance and technology services solutions, including system selection, implementation management or application optimization experience Successful track record delivering diverse / complex finance related solutions Leadership experience to align project goals with organization and sponsor goals Provide mentoring and motivate diverse teams while fostering an innovative and inclusive team-oriented work environment Proactively manage risk, anticipate potential issues and implement appropriate mitigations Collaborate with business and system partners (e.g., IT teams, external partners) to define customization needs to drive successful transformation initiatives Ability to provide effective communication to partners and project team Strong written and verbal communication skills, especially the ability to break down complex structures and processes into digestible and relevant business requirements/steps across organizations Every Snowflake employee is expected to follow the company's confidentiality and security standards for handling sensitive data. Snowflake employees must abide by the company's data security plan as an essential part of their duties. It is every employee's duty to keep customer information secure and confidential. Snowflake is growing fast, and we're scaling our team to help enable and accelerate our growth. We are looking for people who share our values, challenge ordinary thinking, and push the pace of innovation while building a future for themselves and Snowflake. How do you want to make your impact? For jobs located in the United States, please visit the job posting on the Snowflake Careers Site for salary and benefits information: careers.snowflake.com
    $128k-165k yearly est. Auto-Apply 60d+ ago
  • Automotive Finance Manager

    Victory Honda of Morgan Hill

    Finance associate job in Morgan Hill, CA

    : Victory Automotive Group Inc. has been recognized as one of the Top 25 ranked Privately Held Companies for 2023! Dealership Finance Manager Victory Automotive Group is family owned and operated since 1997 with over 50 locations across the United States. We provide the best opportunities for all employees, customers, communities and each manufacturer we represent. Our continued commitment is to improve our dealerships and services to satisfy our customer's wants and needs 100 percent of the time and always provide a pleasant, informative and professional experience. Victory Automotive Group is always looking for talented, self-motivated individuals to join our team. If you think you are ready to be a part of an exciting team, then we encourage you to continue with this applicant friendly, online job application! Victory Automotive Group is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. Job Description If you love helping others in the process of securing funds to finance their dream car, then we have a job opening for you! The Finance and Insurance (F&I) position coordinates all activities regarding finance and insurance for our valued customers, which includes working to help customers obtain financing, preparing all associated documentation, and selling extended service contracts and additional protection products. He or she ensures all deals are done in a timely manner and according to all legal requirements and dealership policies. This person is responsible for preparing and ensuring the accuracy of legal documents, selling products and services to new and used vehicle customers, and enhancing the customer experience while achieving maximum profitability. The ideal candidate may have a degree and experience in finance or a related field, as well as solid dealership experience. He or she has a positive attitude, a confident and outgoing personality, a professional appearance, strong business acumen and sales aptitude, great communication skills, and the ability to deliver world class customer service. Responsibilities Offers vehicle financing and insurance to customers and provides them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies Works with customers to obtain financing through lenders on vehicle purchases in conformance with state and federal law Prepares all state and federal documents regarding vehicle purchases in a timely manner and in accordance with established laws and procedures Maintains good working relationships with lending institutions to secure competitive interest rates and financing programs Works with the Sales team to ensure all new sales are referred to the F&I department and that the Sales team has information on finance and lease programs and understands the benefits of the dealership's financing and extended service programs Understands and complies with all federal, state, and local regulations Performs other duties as assigned Job Requirement: Finance and insurance experience required High school diploma or GED Negotiation expertise Highly professional and dependable Able to achieve goals with limited direct supervision Strong and confident personality Excellent interpersonal skills to interact professionally with customers, vendors, and staff Strong organization skills, able to multi-task, and can manage time to meet frequently changing deadlines in a fast-paced environment Strong computer and internet skills Dealership experience required Professional appearance and work ethic Compensation Competitive Pay Based on Experience + Commission Medical Benefits Paid Vacation Holidays Professional Workplace Non-Smoking Workplace Drug Free Workplace Opportunity for Advancement Direct Deposit 401(k) with Company Match The above statements are intended to describe the general nature and level of the work being performed by people assigned to this position. This is not an exhaustive list of all duties and responsibilities. We reserve the right to amend and change responsibilities to meet business and organizational needs as necessary. We are an Equal Opportunity Employer and a drug free workplace. It's time to make the most important move of your career! Apply Now!
    $94k-137k yearly est. 30d ago
  • Finance Coordinator

    Equal Opportunity Employer: IRC

    Finance associate job in Turlock, CA

    The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non-governmental organizations (INGO), at work in more than 40 countries and 29 U.S. cities helping people to survive, reclaim control of their future and strengthen their communities. A force for humanity, IRC employees deliver lasting impact by restoring safety, dignity and hope to millions. If you're a solutions-driven, passionate change-maker, come join us in positively impacting the lives of millions of people world-wide for a better future. The Finance Coordinator will work with the Finance Manager to control and manage the implementation of the accounting systems in the IRC NorCal region. This will include assisting with the collection and processing of IRC's financial data to provide management, donors, grantors, creditors, and others with timely, accurate and understandable information. The NorCal region has multiple federal, state and private contracts and grants as well as several sub grantees. The Finance Coordinator is in the Turlock office and will report to the Finance Manager. Major Responsibilities: • Ensure office compliance with IRC's accounting policies vis-à-vis fund accounting as noted in IRC's finance manual and generally accepted accounting principles. • Support the day-to-day financial activities including daily tasks such as payment review, AP activities, AR reporting/invoicing, etc. • Review all accounting transactions to ensure proper coding • Manage account payables and receivable activities in a timely manner. • Responsible for accurate and timely bank reconciliation • Responsible for the office month-end/year-end closing tasks • Assist in the preparation of financial reports to be submitted to IRC NY/donors per scheduled due dates and/or contractual obligations • Assist in the preparation of monthly billing • Perform necessary variance and other accounting analysis to identify and resolve any discrepancies or gaps. • Assist the Finance Manager in fiscal compliance with funders' requirements as well as internal control • Participate in overall annual budgetary process. • Assist Finance Manager with BVA system • Work collaboratively with program supervisors and staff members by responding to staff questions and providing information/guidance in consultation with the Finance Manager to ensure fiscal requirements are met and rules/regulations are observed • Coordinate the protection of the organization's assets by implementing IRC's Internal Control procedures • Manager office credit cards and prepare reconciliation to pay balance on a monthly basis. • Review current service agreements for cost effectiveness and recommend changes as appropriate. • Maintain grant and contract files for all programs • Serve as back up to Finance manager for key day-to-day duties • Other related duties as assigned Key Working Relationships: Position Reports to: Finance Manager Indirect Reporting: Site Director Job Requirements: • Undergraduate degree in a related field such as Accounting or Finance • 5+ years of nonprofit accounting/financial management experience • Solid computer-based accounting skills; experience with SUN preferred • Proficient in Microsoft Office software • Proven ability to work as a team member in a cross-cultural environment; • Excellent verbal and written communication skills; • Ability to prioritize and manage time effectively to meet deadlines; and • Ability to effectively work in face paced environment. Work Environment: • Standard office environment. • Flexibility to travel throughout the Northern California region as needed. Compensation: ( Pay Range: $33.17 - $35 ) Posted pay ranges apply to US-based candidates. Ranges are based on various factors including the labor market, job type, internal equity, and budget. Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirements. PROFESSIONAL STANDARDS All International Rescue Committee workers must adhere to the core values and principles outlined in IRC Way - Standards for Professional Conduct. Our Standards are Integrity, Service, Equality and Accountability. In accordance with these values, the IRC operates and enforces policies on Safeguarding, Conflicts of Interest, Fiscal Integrity, and Reporting Wrongdoing and Protection from Retaliation. IRC is committed to take all necessary preventive measures and create an environment where people feel safe, and to take all necessary actions and corrective measures when harm occurs. IRC builds teams of professionals who promote critical reflection, power sharing, debate, and objectivity to deliver the best possible services to our clients. Cookies: *********************************************** US Benefits: We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days depending on role and tenure, medical insurance starting at $163 per month, dental starting at $6.50 per month, and vision starting at $5 per month, FSA for healthcare and commuter costs, a 403b retirement savings plans with immediately vested matching, disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles. Equal Opportunity Employer: IRC is an Equal Opportunity Employer. IRC considers all applicants on the basis of merit without regard to race, sex, color, national origin, religion, sexual orientation, age, marital status, veteran status, disability or any other characteristic protected by applicable law.
    $33.2-35 hourly Auto-Apply 27d ago
  • Automotive Finance Manager

    Razzari Auto Center 2.7company rating

    Finance associate job in Merced, CA

    We're looking for a driven, detail-oriented, and customer-focused Automotive Finance Manager to join our dealership's leadership team. In this role, you'll work closely with our sales department to provide customers with financing solutions that meet their needs, all while ensuring compliance, profitability, and exceptional service. Responsibilities: Present financing options and aftermarket products to customers in a clear, professional manner. Secure financing through a wide network of lenders, ensuring the best possible rates and terms. Maintain compliance with all state, federal, and dealership policies and regulations. Accurately complete all paperwork and submit deals to lenders promptly. Build strong relationships with banks, credit unions, and other lending partners. Train and support sales staff in understanding finance products and processes. Monitor and achieve department profitability goals. Qualifications: 2+ years of experience in automotive finance (F&I) or a related dealership role preferred. Strong understanding of automotive financing, leasing, and aftermarket products. Excellent communication and negotiation skills. Ability to build trust and rapport with customers. Proven track record of achieving or exceeding sales and profit targets. Working knowledge of state and federal compliance requirements. Proficiency with dealership management systems (DMS) and finance software. Benefits: Competitive base salary + commission structure. Health, dental, and vision insurance. Paid time off. Ongoing professional development and training. Be part of a dealership that values integrity, teamwork, and customer satisfaction - apply today!
    $85k-110k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst (Allocation)

    Ross 4.3company rating

    Finance associate job in Dublin, CA

    GENERAL PURPOSE: Responsible for the preparation and analysis of all budget and forecasting responsibilities and will partner with the Sr. Manager over Office Operations to ensure that the department is aligned with the organizations objectives and goals. The Financial Analyst will report to the Sr. Manager over Office Operations and will interact frequently with the Allocation Sr. Vice President, the Allocation leadership team, and various cross functional partners. ESSENTIAL FUNCTIONS: Budget Forecasting and Reconciliation • Preparation and ongoing analysis of all budget & forecasting responsibilities to ensure that the dept is aligned with the organizations objectives and goals. Responsibilities include but not limited to the following\: o Monthly, quarterly, YTD and year end forecasting based on financial trends Monthly forecast changes (G&A and capital expenses) Create various forecast scenarioso Monthly close process Prepare monthly close reports Input accruals & re-classes in systemo Ensure all department expenditures are accurate, tracked and approved in a timely manner. Submit and code invoices Track, reconcile and report all monthly expenseso Preparation, processing & tracking of capital expenditures Create and submit CER's (Capital Expenditure Requests) Submit PO's Track and implement roll out of department hardware Reconcile and submit capital forecast changes each montho Provide financial support with account reconciliation and variance analysis.o Work with business partners to resolve any financial issues Analysis & Projects o Work on projects and tasks assigned by the Sr. Office Operations Managero Monitor department expenses and ensure that they are aligned with the department budget.o Provide reports, recaps, projections, etc. as scheduled/needed G&A expenses (i.e. travel, supplies, operating, etc) Payroll, headcount, attrition, etc. Complete weekly organizational chart updates Ad hoco Assist in creating standard documentation of financial processes and templates that will increase efficiency for the Allocation dept.o Coordinate and facilitate all department moves Budget Developmento Assist the Sr. Office Operations Manager in the creation of the Allocation Department annual budgets & 5 year plans Provide necessary metrics recaps, charts and other ad hoc reports Create various scenarios to achieve targets Input final plans into systemo Work with Sr. Office Operations Manager on project costs, forecast changes, invoice timing and project timelines COMPETENCIES: • Communication • Analysis and Judgment• Drive for Results • Interpersonal and Team Effectiveness• Business Acumen • Change Management QUALIFICATIONS AND SPECIAL SKILLS REQUIRED: • Bachelor's degree in accounting or finance required• 2+ years relevant work experience; financial or operations planning and forecasting in a retail environment is highly desirable• Strong analytical skills - must be able to synthesize data, be able to error check and reconcile own work and be able to design analysis to answer specific questions.• Detail oriented• Strong organizational skills• Excellent written and verbal communication skills• Ability to multi-task and prioritize tasks• Adaptability - able to handle changing priorities• Ability to use discretion in handling confidential information• Reliability (attendance and timeliness) is important to ensure financial deadlines are achieved• Ability to work independently and exercise independent judgment• Advanced skills in MS Office (Excel, PowerPoint, Word & Visio) - emphasis on Excel formulas PHYSICAL REQUIREMENTS/ADA: Job requires ability to work in an office environment, primarily on a computer. Requires sitting, standing, walking, hearing, talking on the telephone, attending in-person meetings, typing, and working with paper/files, etc. Consistent timeliness and regular attendance. Vision requirements\: Ability to see information in print and/or electronically. DISCLAIMER This job description is a summary of the primary duties and responsibilities of the job and position. It is not intended to be a comprehensive or all-inclusive listing of duties and responsibilities. Contents are subject to change at management's discretion. Ross is an equal employment opportunity employer. We consider individuals for employment or promotion according to their skills, abilities and experience. We believe that it is an essential part of the Company's overall commitment to attract, hire and develop a strong, talented and diverse workforce. Ross is committed to complying with all applicable laws prohibiting discrimination based on race, color, religious creed, age, national origin, ancestry, physical, mental or developmental disability, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), veteran status, military status, marital or registered domestic partnership status, medical condition (including cancer or genetic characteristics), genetic information, gender, gender identity, gender expression, sexual orientation, as well as any other category protected by federal, state or local laws.
    $80k-111k yearly est. Auto-Apply 60d+ ago
  • Manager Finance (Legal)

    Dd's Discounts 3.6company rating

    Finance associate job in Dublin, CA

    GENERAL PURPOSE: The financial management aspect of this this position manages, handles, and supervises the day-to-day tracking, monitoring, analysis, planning, and communication of Legal Department's financial position. This involves managing, planning, and tracking projected versus actual spend and providing ongoing analysis on the impact of that spend on the department's short-term and annual budget. This role is also responsible for preparing and planning the department's yearly budget, and managing the department's overall expenses to that budget. This role interacts with and advises individual department members in NYBO and Corporate, and with each outside law firm and other provider, to educate and update regarding current and projected spend, and planning/strategy for expected costs such as professional services, case settlements, travel, capital, and other future spend. This position also works closely with Finance to ensure accurate and updated information, variances, and explanations are provided regarding the department's financial position. Meanwhile, the corporate governance/control aspect of this position manages, handles, and supervises the department's Board of Directors preparation and meeting process, annual Proxy Statement and CA Corporate Disclosure Act preparation and filing process, Directors and Officers Questionnaire and Board self-evaluation and related preparation and tracking processes, while overseeing the department's general internal control and QC processes regarding the above and other corporate/governance matters. In performing the above two major categories of roles, this position will direct and coordinate with administrative staff regarding financial tracking/reporting and invoice preparation/approvals, as well as Board of Directors-related and similar tasks. He/she will also design, develop, manage and implement various financial-data-related projects for the Legal Department, including assessment and reporting of results, and will assist with related and other projects/tasks as directed. ESSENTIAL FUNCTIONS: Financial Management\: Manage, handle, and supervise the Legal Department's financial affairs, including coordination with Department members, outside law firms/providers, and Finance regarding current and anticipated spend and variances; manage, prepare, and oversee Legal's financial reporting and accruals; prepare, plan, and manage to Legal's yearly budget; educate and advise department members in planning and strategizing regarding upcoming expenses and needs (e.g., personnel, services, equipment, travel); supervise administrative staff to accomplish the above. Board and Corporate Governance/Controls\: Manage, handle, and oversee items such as (1) Board of Directors preparation and controls process; (2) preparation/ filing of annual Proxy Statement, CA Corporate Disclosure Statement, and similar filings; (3) Directors and Officers Questionnaire, Board self-evaluation, and similar Board-related projects; (4) the department's overall process controls and quality control on corporate matters; (5) direct and coordinate with administrative staff to accomplish the above. Design, develop, review, assess and enhance department process improvements such as improved use of technology (e.g., Serengeti, other tools) for improved internal analysis and reporting. Lead and assist with other Department projects/tasks as directed. COMPETENCIES: Analysis and Judgment Drive for Results Organizational Skills Process Improvement Communication Attention to Detail QUALIFICATIONS AND SPECIAL SKILLS REQUIRED: Minimum 6-8 years of financial, budgeting, and accounting-related experience Strong financial/accounting and business knowledge Knowledge and familiarity regarding Board of Directors, annual Proxy, and similar corporate governance processes Strong analytical and organization skills, and exceptional attention to detail Ability to oversee full projects and to direct, multi-task, prioritize, work independently and keep high level of focus Strong communication skills\: ability to effectively direct administrative staff and to interact and communicate inside and outside of Department, and with outside providers/professionals High proficiency with MS Office Suite (specifically Excel, Word and Outlook) and other financial/tracking/reporting tools (including database technology) Ability to design, develop and recommend project and analysis relating to financial-data-related projects Effective project management and team skills\: ability to coordinate tasks among different Department groups/members, other departments, and outside providers/professional Preferred Retail Organizational knowledge Familiarity with legal or related vendor/billing issues Board of Directors and/or related corporate governance process experience PHYSICAL REQUIREMENTS/ADA: No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility. Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor. Job frequently requires sitting, handling objects with hands. Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 pounds. Vision requirements\: Ability to see information in print and/or electronically. SUPERVISORY RESPONSIBILITIES: Coordinator, Finance
    $107k-140k yearly est. Auto-Apply 60d+ ago
  • Personal Banker

    PNC 4.1company rating

    Finance associate job in Modesto, CA

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail organization, you will be based in Modesto, CA.PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Pay TransparencyBase Salary: $47,840.00 - $66,125.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 12/26/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $47.8k-66.1k yearly Auto-Apply 6d ago
  • Client Contact Center Personal Banker

    Fremont Bank 4.3company rating

    Finance associate job in Livermore, CA

    Job Title: Client Contact Center Personal Banker Hiring Salary Range: $29.27 - $38.84 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Client Contact Center team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Client Contact Center Personal Banker will be responsible for making a high volume of outbound calls on a daily basis to cold leads, prospects and existing clients to introduce new products and services, schedule appointments, and generate leads to drive new account growth, deepening existing client relationships, and grow deposits for the Client Contact Center. The Personal Banker is expected to provide accurate and courteous responses to internal and external client inquiries. In addition, the Personal Banker is required to deliver a Six Diamond Experience on every call to improve customer loyalty and foster a lifelong relationship. The Client Contact Call Center Department is a high-volume contact center serving customers and the sales team. Role and Responsibilities * Achieve a high level of success by understanding Customer needs and identifying opportunities to grow the Client Contact Center. * Personal Banker is accountable for prospecting and acquiring new priority new accounts and small businesses, as well as retaining and deepening existing relationships. * Provide information and sell appropriate banking services to clients including checking, savings accounts, credit cards, small business lending, and additional services related to deposit accounts. * Make between 25-50 outbound calls from the mortgage lead list, small business lending list, and wholesale lending list provided by inside sale mortgage officers. * Schedule a minimum of 2-3 meetings a week with prospects to acquire new business relationship. * Maintain list of existing clients, current clients, and prospects to contact to develop an understanding of their full banking needs. * Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients' needs. * Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses. * Work closely with the Loan Processors and Closing Specialists to generate checking account referrals to the Contact Center and Branches. * Open new accounts over the phone or in person. * Submitting credit and small business lending applications. * Order checks and debit cards. * Enroll clients in online and mobile banking. * Process account closings as requested. * File REG E claims on behalf of clients and branch staff. * Maintain call logs and report details regarding calls for follow-ups. * Accurately track and report all lead pipeline information. * Actively cross-sells additional business products such as loans and treasury management services through partnership with our partners. * Work closely with Mortgage Officers to offer mortgage and home equity line of credit to clients and assist loan related clients as needed. * Personal Banker must meet their own referrals and sales goals. * Partner with Bankers, Commercial Loan Officers, and Financial Advisor and connect customers to experts who can help them with specialized financial needs. * Must be open and responsive to consistent coaching; take an active role in performance planning and goal setting. * Personal Banker analyzes the client's financial condition and recommends financial solutions to best meet the client's business and personal needs. * Must have the ability to build new relationships and maintain strong relationships with small business owners. * Achieve a high level of success by understanding Customer needs and identifying opportunities to grow the Client Contact Center. * Provide exceptional customer service by meeting all customer demands and be able to identify the sales opportunities and deepen the relationship. * Every outbound call associate is responsible for following policies and procedures as well as the scripting when interacting with the clients to ensure quality outcomes. * Under direct supervision, processes customer transactions within established guidelines. Identifies and makes sales referrals, recommends alternate channels, cross-sells bank services and products for Fremont Bank partners, and provides Six Diamond Experience customer service. Minimum Qualifications * Associate degree in business related field or equivalent work experience * Must have a pleasant personality that comes across over the phone. * Must have self-confidence to offer rebuttals and deal with rejection. * Must have a strong work ethic and not shy away from making calls. * Proven consultative outside sales experience in financial services, business to business sales, or small business banking. * Must demonstrate the ability and skill set to cross sell our company's products and services. * Must have a minimum of 2 years in customer service handling inbound and outbound calls, inside sales and telemarketing sales. * Must have a minimum of 2 years banking experience in retail sales and/or call center. * Must be available to work on weekends and some holidays. * Must be flexible with schedule to ensure proper coverage as determined by business needs. * Effective written and oral communication skills, including professional phone skills. * Ability to work independently and handle multiple tasks simultaneously. * Effective problem-solving skills and providing solutions while handling inquiries. * Should consistently display a positive and professional attitude while providing excellent customer service and support to customers and co-workers. * Punctuality and reliability are required. * Successfully pass the Operation Exam and obtain Signing Authority. * NMLS Number is required. What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $29.27 - $38.84 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $29.3-38.8 hourly 44d ago
  • Retail Relationship Banker

    BMO Harris Bank 4.1company rating

    Finance associate job in Modesto, CA

    Application Deadline: 02/27/2026 Address: 3600 McHenry Ave. Job Family Group: Retail Banking Sales & Service Bilingual in Spanish and English is preferred. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $45,900.00 - $75,900.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $45.9k-75.9k yearly Auto-Apply 10d ago
  • Financial Analyst

    Infotree Service 4.1company rating

    Finance associate job in Pleasanton, CA

    Job DescriptionContract:3 Months( Open Ended Contract) Job Responsibilities:Responsible for the timely, accurate, approved entry and maintenance of trade promotions in SAP Trade Promotions. Drive Sales results through strong verbal and written communication and issue resolution • Maintain a strong control environment with accurate trade accruals, contract approvals and verifications. • Create an inclusive and cherishing environment; model leadership behaviors • Forge favorable strong working relationships with key constituents and cross functional partners (e.g. Sales, Sales Finance, Customer Finance Services) Qualifications Must have a Degree and Financial background 2-4+ years of financial work experience; CPG experience preferred •Undergraduate degree required, accounting or finance preferred Additional Information Previous hands-on knowledge either of SAP or other integrated transaction processing system •Knowledge and or proven learning agility related to BEX reporting and or Excel •Basic accounting and audit principles understanding •Strong analytical and critical thinking skills •Ability to manage multiple time sensitive projects •Strong verbal and written communication skills •Ability to function well in a team environment
    $67k-93k yearly est. 60d+ ago
  • Financial Analyst

    Tbd_31_10_2018_Infotree Service

    Finance associate job in Pleasanton, CA

    Contract:3 Months( Open Ended Contract) Job Responsibilities:Responsible for the timely, accurate, approved entry and maintenance of trade promotions in SAP Trade Promotions. Drive Sales results through strong verbal and written communication and issue resolution • Maintain a strong control environment with accurate trade accruals, contract approvals and verifications. • Create an inclusive and cherishing environment; model leadership behaviors • Forge favorable strong working relationships with key constituents and cross functional partners (e.g. Sales, Sales Finance, Customer Finance Services) Qualifications Must have a Degree and Financial background 2-4+ years of financial work experience; CPG experience preferred •Undergraduate degree required, accounting or finance preferred Additional Information Previous hands-on knowledge either of SAP or other integrated transaction processing system •Knowledge and or proven learning agility related to BEX reporting and or Excel •Basic accounting and audit principles understanding •Strong analytical and critical thinking skills •Ability to manage multiple time sensitive projects •Strong verbal and written communication skills •Ability to function well in a team environment
    $67k-105k yearly est. 5h ago
  • Finance Specialist II

    Availability Professional Staffing

    Finance associate job in Stockton, CA

    Temp to Hire Comp: $26.00-$29/hr. Stockton, CA Looking for a foot in the door with working in government? We are seeking a Finance Specialist II to support the financial operations of our client's organization in Stockton. This journey-level role is responsible for performing moderately complex financial, accounting, and payroll-related duties that contribute to accurate reporting and sound decision-making. After temp-to-hire period, you'd be eligible for great benefits. Key Responsibilities: Review and post accounts payable entries and verify accuracy. Review and post accounts receivable and cash receipt entries. Perform regular cash reconciliations and investigate discrepancies. Analyze and reclass general ledger transactions as needed. Monitor general ledger accounts regularly to ensure financial accuracy and integrity. Assist with the preparation of timely and accurate financial statements and disclosures. Support month-end and year-end closing activities. Perform payroll administration duties and related reporting tasks. Collaborate with internal departments to resolve accounting or reporting issues. Ensure compliance with applicable accounting standards, financial regulations, and internal controls. Qualifications: Bachelor's degree in Accounting, Finance, or a related field. 2-3 years of progressive experience in accounting or financial operations. Solid understanding of GAAP and general ledger practices. Experience with payroll administration and financial reporting. Proficient in Microsoft Excel and financial/accounting software. Strong analytical and problem-solving skills with high attention to detail. Effective verbal and written communication skills. Ability to work independently, exercise sound judgment, and manage multiple priorities. Valid driver's license.
    $26-29 hourly 11d ago
  • Financial Analyst

    Robert Half 4.5company rating

    Finance associate job in Stockton, CA

    We are looking for a skilled Finance Specialist to join our team in Stockton, California. This is a Contract to permanent position that offers an excellent opportunity to showcase your expertise in financial processes and analysis. The ideal candidate will have a strong background in accounting and general ledger management, coupled with an analytical mindset to support financial operations. Responsibilities: - Examine accounts payable entries to ensure accuracy and proper posting. - Verify and post cash receipts and accounts receivable transactions. - Conduct thorough cash reconciliations to maintain financial accuracy. - Regularly review general ledger accounts to identify and correct discrepancies. - Reclassify general ledger entries as necessary to ensure accurate reporting. - Utilize financial modeling techniques to support decision-making processes. - Perform detailed account analysis to provide insights into financial trends. - Collaborate with team members to improve financial workflows and reporting. - Prepare and present financial data to stakeholders as needed. - Support the finance team with ad hoc reporting and analysis tasks. Requirements - Minimum of 4 years of experience in accounting or finance roles. - Proficiency in general ledger management and account analysis. - Strong analytical skills to assess and interpret financial data. - Experience with cash reconciliations and accounts payable processes. - Familiarity with financial modeling techniques and tools. - Excellent attention to detail and organizational skills. - Ability to work independently and prioritize tasks effectively. - Strong communication skills for collaborating with team members and presenting financial findings. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .
    $58k-92k yearly est. 12d ago
  • Financial Service Representative -Hillcrest Branch

    Travis Credit Union 4.6company rating

    Finance associate job in Antioch, CA

    Description Schedule: Monday, Wednesday, Thursday, and Friday, 9:30-6:00, Saturday, 9:30-2:30 Day off TBD, 37 hours/week Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available). Summary: Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi-faceted role providing professional advice to members. Successful FSRs are people that love helping people! Develops long term relationships with members through meaningful financial conversations. Delivers a delightful member experience that sets the credit union apart from other financial institutions through value added membership benefits. Provides accurate, prompt, efficient, and courteous cash and non-cash transaction services. Actively promotes team relationships by supporting others in their learning and development goals, resulting in a high performing team. Manages member relationships and loyalty through use of TCU's Client Relationship Management tool (CRM), focusing on activities related to achieving members' financial goal(s). Engages in community events that provide financial education and literacy opportunities in the communities TCU serves. Proactively initiates financial conversations to uncover member/non-member financial needs and the products and services that can help to achieve their financial goals. This will include consumer and business deposit accounts, consumer, mortgage and small business loan products, cash management services and online digital solutions. Maintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts. Establishes a working knowledge of TCU's policies and procedures, adhering on a daily basis. Completes departmental functions such as opening and closing branch procedures, branch balancing and audits (vault, cash box, negotiable instruments, checks received, and branch credit card advances). Assists Branch Management in preparing coin/cash and paperwork for shipments and deliveries. Adheres to all banking regulations. Required Skills: Ability to provide positive and timely service. Ability to resolve problems with empathy, accuracy, and timeliness. Proficient in MS Office (Word, Excel, Outlook). Strong math skills including rate, ratio and percentage calculations. Ability to work as an effective team member in a team environment. Possesses a passion for helping people. Ability to travel to all TCU locations. Must be flexible with work schedule to include working on Saturdays as needed. Required Experience: Reports directly to assigned branch management staff. This position has no supervisory responsibilities. HS Diploma or equivalent. Retail sales experience preferred. Levels: Assoc. Financial Service Representative: Minimum 1 year of related experience. Financial Service Representative: Minimum 2 years of related experience. Sr. Financial Service Representative: Minimum 3 years of related experience. Compensation: Base hourly starting range is commensurate with experience. Assoc. Financial Service Representative: Grade 8: $23.51/hour -$29.04/hour Financial Service Representative - Grade 9: $25.60/hour -$31.63/hour Sr. Financial Service Representative -Grade 10: $27.87/hour -$34.43/hour Our compensation philosophy considers various factors, including the scope and responsibilities of the position, as well as a candidate's experience, education/training, and key skills. Benefits: At Travis Credit Union, we prioritize the well‑being of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union.Eligible employees enjoy a robust benefits package, which includes: Competitive medical, dental, and vision insurance Mental health and wellness programs Employee performance incentive plan Merit-based salary increases 401(k) program with immediately vested employer match Generous holiday and vacation policies Exclusive TCU perks such as employee loan and credit card discounts Travis Credit Union is an Affirmative Action Employer. EOE / Individuals with Disabilities / Veteran Status
    $23.5-29 hourly Auto-Apply 6h ago

Learn more about finance associate jobs

How much does a finance associate earn in Modesto, CA?

The average finance associate in Modesto, CA earns between $38,000 and $140,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in Modesto, CA

$73,000
Job type you want
Full Time
Part Time
Internship
Temporary