Finance associate jobs in Redlands, CA - 595 jobs

RETS Associates has been retained by well-known private developer to recruit for a Financial Analyst based in Irvine, CA. The Analyst will support management in the evaluation and execution of ground-up development and investment opportunities while assisting with ongoing regional operations and strategic initiatives. Responsibilities Analyze markets and identify development and acquisition opportunities Build and evaluate financial models (cash flow, IRR, waterfalls, exit scenarios) Support due diligence efforts and assist with PSA and legal document review Prepare investment committee materials, business plans, and presentations Assist with lease structuring, construction financing, joint ventures, and capital raises Track budgets, proformas, and development costs; analyze forecast vs. actual results Participate in entitlement processes and construction coordination Maintain regional market data and provide insights on market conditions Collaborate cross-functionally with design, construction, accounting, legal, and finance teams Qualifications Bachelor's degree required; Master's or MBA preferred 2-3 years of experience in real estate development, finance, capital markets, or brokerage Strong financial modeling and analytical skills Proficiency in Excel, Word, PowerPoint; basic ARGUS knowledge Detail-oriented, adaptable, and effective in a fast-paced environment Willing to travel up to 25%

Chino, California;Fontana, California; Riverside, California; Chino Hills, California; Riverside, California; Eastvale, California; Corona, California; Riverside, California; Corona, California; Fontana, California; Corona, California; Eastvale, California; Riverside, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************* **:** 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 - Bilingual in Spanish Preferred **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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Description Direct Counsel is representing an AmLaw 100 firm in its search for a skilled Finance Associate to join its Banking and Lender-Side Finance Practice. This is an outstanding opportunity for a motivated attorney with at least 2 years of experience in private credit, leveraged finance, or acquisition finance to join a top-ranked team working with major arrangers and direct lenders. This high-growth practice offers not only sophisticated work but also a supportive, collaborative environment where associates can thrive and advance quickly. Key Responsibilities: Structure and negotiate complex finance transactions on behalf of leading financial institutions and direct lenders Draft credit agreements, term sheets, and related documentation Collaborate closely with senior attorneys and clients across a variety of industries Manage deal flow from inception through closing Participate in cross-border transactions and multi-practice collaborations Qualifications: 2+ years of relevant law firm experience in private credit, acquisition finance, or leveraged finance Strong academic credentials from an accredited law school Excellent drafting, analytical, and client communication skills Licensed and in good standing in the relevant jurisdiction or eligible to waive in Team-oriented mindset with a desire to learn and grow in a fast-paced environment What's in It for You: Work at a prestigious AmLaw 100 firm with top-tier clients Join a rapidly growing practice with clear paths for advancement Collaborate with market-leading attorneys in a team-oriented culture Competitive Cravath-scale compensation and comprehensive benefits Multiple office location options to suit your lifestyle If you're ready to take your finance career to the next level and work with one of the best in the business, apply today through Direct Counsel. Let us help you land your next great role.

Our client is a Growing Investment Firm in Orange County and this is a newly created role reporting to the CIO. We are looking for an ambitious Accountant, Auditor or Analyst with 3-5 years of professional experience. This is a great opportunity to expand your experience and take on special projects. The successful candidate will possess strong attention to detail and organization skills with excellent communication and technical skills. This individual must have the ability to work well under pressure and balance multiple priorities and assignments to meet deadlines. Essential Duties and Responsibilities Assist with monthly financial reporting and quarterly investor reporting Assist with credit analysis Assist with balance sheet reconciliations Prepare variance analysis Assist in the preparation of the annual budget. Prepare annual reporting for third party entities and yearly tax compliance. Knowledge/Experience 3-5 years of general accounting or finance experience including financial reporting, budgeting, balance sheet reconciliations and credit. Degree in Accounting, Economics or Finance Knowledge of MS Office Suite, including Word, Excel, and Outlook Industry experience is a plus ( investment, real estate, outsourced accounting, family office). Solid Excel

The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs. Join the team fully onsite at our stunning campus in Redlands, CA. Responsibilities Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis Prepare presentations, reports, and documentation for department and corporate management Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems Maintain and update systems used to track acquisition activity and key information Requirements 2+ years of prior experience or relevant experience Experience with budgeting and planning methodologies and tools Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines Familiarity with accounting financial statements Ability to work independently Analytical and problem-solving skills Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US Bachelor's degree in Accounting, Finance, or in a related field Recommended Qualifications Experience working with SAP or other large ERP systems Experience working with advanced reporting tools such as Power BI Familiar with SQL and relational databases #LI-JH2

Eastern Municipal Water District (EMWD) is seeking two highly motivated individuals to fill two vacancies in our Finance Department for the positions of Financial Analyst I/II . If you meet the qualifications outlined below, and you are interested in joining a dynamic business environment working with a stellar team of professionals, we encourage you to apply for these excellent employment opportunities! Under general supervision (Financial Analyst I) or direction (Financial Analyst II), performs responsible, professional administrative, financial, budgetary, statistical and other management analyses in support of departmental or District-wide activities, functions and programs; performs a variety of technical and analytical duties associated with the preparation of reports, studies, and financial records; recommends action and assists in formulating policy and procedure related to financial planning, budgets, rates, charges, debt, investments, banking, and other financial activities; and performs related duties as assigned. CLOSING DATE & TIME: February 17, 2026, 4:00PM Pacific Time SALARY: Financial Analyst I: Range 215: $44.47 - $55.39 Hourly; $7,708.13 - $9,600.93 Monthly Financial Analyst II: Range 218: $51.48 - $64.11 Hourly; $8,923.20 - $11,112.40 Monthly The ideal candidate will have the following knowledge, skills, and abilities (Special Funding): 1. Analytical/Critical Thinking: Ability to analyze and interpret complex financial reports and models. The candidate should be comfortable and competent in Excel and able to work with large databases and locate and identify anomalies in databases, financial models, and banking or property tax data. 2. Coordination & Communication Skills: Ability to analyze complex financial data and communicate it to multiple parties. 3. Financial/Capital Markets Knowledge: Understanding of fixed income securities and related markets. Understanding terms and concepts such as bonds, par, coupon, amortization, debt service c coverage, etc. 4. Written Communication: This position requires correspondence and narratives to be written which will be distributed to outside resources and the public. The candidate should demonstrate the ability to articulate thought in a manner that is sufficient in representing EMWD. The ideal candidate will have the following knowledge, skills, and abilities (Treasury): 1. Treasury Operations & Cash Management: Process ACH/NSF returns, download and review daily bank reports, monitor cash positions, and ensure transactions flow correctly between the bank and financial system for reconciliation. 2. Payment Processing & Banking Platforms: Initiate and validate wires and ACH payments, follow dual control procedures, meet cut-off times, and work confidently within online banking systems. 3. Investment Trade Entry & Back-Office Support: Enter and verify fixed-income trades, confirm settlement details with brokers/custodians, maintain investment logs, and track maturities and policy limits. 4. Reporting, Reconciliation & Research: Prepare monthly treasury reports and other reports as needed by management, assist with bank reconciliations, investigate deposit/balance discrepancies, and perform basic Excel analysis (pivot tables, SUMIF, INDEX-MATCH, etc.). The purpose of this recruitment is to fill 2 vacancies. DISTINGUISHING CHARACTERISTICS Financial Analyst I: This is the entry-level class in the Financial Analyst series. Initially incumbents learn and perform routine financial, budgetary, statistical and other management analyses work. As experience is gained, assignments become more varied, complex, and difficult; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently. Positions at this level usually perform most of the duties required of the positions at the Financial Analyst II level but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise. Financial Analyst II: This is the full journey-level class in the Financial Analyst series. Positions at this level are distinguished from the Financial Analyst I by the performance of the full range of duties as assigned, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. SUPERVISION RECEIVED AND EXERCISED Receives general supervision (Financial Analyst I) or direction (Financial Analyst II) from assigned supervisory or management personnel. Exercises no direct supervision over staff. PLEASE NOTE: In-person, pre-employment interview and/or testing is part of the selection process for this position. BENEFITS: For an overview of EMWD's excellent benefits package please click on the following link: EMWD Benefits Summary To learn more about working at EMWD, view our Join EMWD video by clicking here. EMWD's mission is to deliver value to our diverse customers and the communities we serve by providing safe, reliable, economical and environmentally sustainable services. EMWD is a leader in sustainability efforts that provide long-term benefits to the environment and establishes EMWD as an industry front-runner in adapting to climate change. We have invested in solar energy programs that provide significant environmental benefits, are modernizing our fleet vehicles to be further reliant on clean energy, and have a long-term strategic priority to further reduce our carbon footprint while reducing financial impacts to customers. Required Skills Knowledge of: Positions at the Financial Analyst I level may exercise some of these knowledge and abilities statements in a learning capacity. Principles, practices and terminology of financial statement preparation. Budgeting principles and terminology. Cost accounting methods and procedures. Bond math, including amortization schedules and arbitrage calculations. Federal, state and local laws, codes and regulations in assigned areas of responsibility including professional standards and regulations relating to the financial administration of public agencies. County property tax levy process. Principles and practices of business data processing, particularly related to the processing of financial and statistical information and interpretation of input and output data. The District's Chart of Accounts and multiple District cost center coding structure. Basic principles and practices of cash flow and investment portfolio management. Policies and procedures related to debt administration. Principles, practice, and terminology of cost analysis and rate setting. District and mandated safety rules, regulations, and protocols. Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and District staff. The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar. Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed. Ability to: Perform analytical and technical duties in the District's financial reporting, budgeting, investments, forecasting, debt administration, rates, and related areas. Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed. Make calculations and tabulations and review fiscal and related documents accurately and rapidly. Understand and carry out written and oral instructions. Prepare clear and accurate financial records and reports. Make clear and concise oral presentations. Effectively represent the department and the District in meetings with governmental agencies; community groups; various business, professional, and regulatory organizations; and in meetings with individuals. Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments. Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks. Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax. Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.

a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Seeking Financial Analyst for strong, stable, growing organization Summary We are seeking a detail-oriented and forward-thinking Financial Analyst to support critical financial operations within our manufacturing environment. The ideal candidate brings strong analytical capability, excels in Excel-based financial modeling, and has the ability to communicate insights clearly across departments. This Financial Analyst must demonstrate diligence, approachability, and a proactive mindset in driving continuous improvement. Preferred Qualifications of the Financial Analyst Bachelor's degree in Finance, Accounting, Economics, or related field Advanced degree (MBA, MSF, MAcc) is highly preferred Minimum 2+ years of financial analysis experience Prior experience in a manufacturing environment (required) Highly proficient in Microsoft Excel (advanced formulas, modeling, analysis) Strong communication skills and ability to present insights to multiple departments Demonstrated forward-thinking mindset with a diligent, approachable working style Financial Analyst's Primary Responsibilities Lead costing activities, including monitoring, analyzing, and reporting material and production cost trends Manage inventory reporting, ensuring accuracy, timeliness, and alignment with operational data Serve as backup for month-end close processes, including journal entries, accruals, and financial support Perform detailed account reconciliations and ensure compliance with internal controls Prepare and deliver reports and dashboards across departments; present findings clearly and concisely Collaborate with cross-functional teams to understand operational impacts and financial performance Make recommendations for process improvements, cost efficiencies, and performance optimization Support ad hoc financial analysis to guide strategic decision-making Key Attributes for the next Financial Analyst Forward-thinking and proactive Approachable and collaborative Highly diligent with strong attention to detail Clear, articulate communicator capable of partnering with all levels of the business Apply today and let's chat about your next great opportunity! Location: 100% on-site available to candidates within a commutable distance to company headquarters. Salary: $80,000 - $90,000 with bonus potential #LI-KE1 #INJAN2026 Click here to apply online

Job Title: Analyst - Financial Classification: Full Time, Exempt Salary Range: $65,000 - $100,000 NBS has standard office hours of Monday through Friday 8 a.m. - 5 p.m. PST with the option to work a Compressed Work Week (9/80) schedule. Summary: NBS is currently seeking an Analyst - Financial in our District Management Consulting Group. This position will assist in the administration of Special Financing Districts including data management, financial analyses, calculation of taxes and assessments, and client services. Essential functions: Data Collection and Analysis: Gather, clean, and organize data from various sources, ensuring data is accurate and accessible for analysis. Conduct data validation and ensure the accuracy and completeness of data before analysis. Review and manage large datasets, ensuring consistency and integrity throughout the process. Effectively evaluate and interpret financial, accounting, and legal data. Perform regular audits to ensure data integrity and implement corrective actions when necessary. Report Generation and Presentation: Compile findings into clear, well-organized reports and presentations for senior team members and clients. Use data visualization tools to present data in easily understandable formats such as dashboards, charts and graphs. Draft detailed written summaries to accompany reports, explaining methodologies, findings and recommendations. Review and cross-check reports to ensure consistency and quality across all deliverables. Client Support: Develop and maintain professional relationships with clients and their assigned representatives. Provide timely data-driven responses to management and client inquiries during project phases. Assist in client meetings, offering insights or explanations regarding data findings and conclusions. Collaborate with senior team members to ensure client deliverables are met and align with project objectives. Project Coordination and Management: Support the planning, execution, and delivery of consulting projects through tracking and managing assigned tasks, ensuring deadlines are met. Prepare and maintain project documentation and communicate project updates to team members and clients, ensuring alignment and transparency. Identify potential risks, or issues, and escalate them to senior team members for resolution. Knowledge/Skills/Abilities: Ability to learn how to analyze and interpret statutes and regulatory codes. Establish and maintain effective client relationships. Possess excellent organization skills and time management skills. Advanced proficiency in Microsoft Office, specifically Excel. Ability to analyze complex sets of data within various program platforms. Excellent written and verbal communication skills. Ability to identify and escalate issues beyond the current level of expertise. Must display attention to detail and to be meticulous and accurate in handling large data sets. Ability to adjust and manage competing priorities. Education may vary; a degree in business, public administration, finance, or IT is preferred. NBS Benefits: We offer a full line of benefits including the following: Employee Stock Ownership Program - 100% Employee Owned 401k Plan with a generous employer match Medical and Dental Insurance coverage is paid in full for the employee. Paid Vacation, Sick, Holidays, and Volunteer time. Life insurance covering the employee in the sum of $100,000, is paid in full by NBS. Short- and long-term disability insurance for the employee is paid in full by NBS. About NBS: NBS is a consulting firm helping communities fund tomorrow. We typically work directly for government agencies, such as cities, school districts, and special districts, but also consult with a variety of non-profit and private entities. In addition, NBS licenses its proprietary software, called D-FAST , to local government agencies nationwide. The primary office is in Temecula with a secondary office located in San Francisco. We are a 100% employee-owned company with roughly 55 employees. We have been in business since 1996 and have been growing consistently and responsibly ever since. We pride ourselves in what we do for our communities, as well as our great work environment, growth opportunities, personal and professional development, and excellent benefits.

Job Description The Financial Analyst has a strong background in financial analysis, strategic planning, and data-driven decision-making. This role is responsible for providing advanced financial insights, conducting complex financial modeling, and collaborating with cross-functional teams to drive informed business strategies. The Financial Analyst's contributions will directly impact the organization's financial performance and strategic direction. This role focuses on both customer and service profit analysis, pricing relating to RFPs and internal and external customer reporting requests. A minimum of 3-5 years' experience in an analytic role, business or financial, is preferred. Qualified candidates will have a college degree from a four-year accredited college/university. A degree in business administration or similar is preferred. This position is Hybrid, 2 days a week in the office. ESSENTIAL DUTIES & RESPONSIBILITIES: Conduct comprehensive financial analysis to assess performance, identify trends, and provide insights to support key business decisions Perform variance analysis and recommend corrective actions to ensure financial goals are met. Including ERP and FP&A Lead the development and consolidation of budgets and forecasts for the organization Collaborate with various departments to gather inputs, analyze data, and provide accurate financial projections Create and maintain intricate financial models that simulate different scenarios to aid strategic planning, risk assessment, and investment decisions Translate complex data into actionable recommendations Collaborate with cross-functional teams to understand their financial needs, provide financial guidance, and assist in developing strategies that align with overall corporate objectives Prepare and present regular and ad hoc financial reports to senior management, highlighting key performance indicators, financial trends, and actionable insights Ensure accuracy and consistency of financial data by conducting rigorous data validation and reconciliation processes. Identify and resolve discrepancies in a timely manner Continuously evaluate and enhance financial processes, reporting methodologies, and tools to streamline operations and improve the quality and timeliness of financial information Assess financial risks and opportunities, providing recommendations to mitigate risks and capitalize on opportunities Assist in developing strategies to optimize capital allocation Stay updated on financial regulations, accounting standards, and reporting requirements Ensure all financial activities are conducted in accordance with relevant laws and regulations Plan and execute audits of various financial, operational, and compliance processes in accordance with established guidelines and standards Gather and analyze data, documents, and records to assess the accuracy and completeness of transactions and operations Provide guidance and mentorship to junior finance analysts, fostering their professional growth and development within the organization Collaborate with sales operations and HR teams to collect and validate data related to sales transactions, contracts, and performance metrics Calculate commission earnings based on established compensation plans and guidelines Assist in the calculation and distribution of performance-based bonuses for various teams Ensure accuracy and compliance with company policies and targets Support special projects and ad hoc financial analysis as required by the finance leadership team Provide insights and recommendations to address specific business challenges Additional duties as assigned KNOWLEDGE & SKILLS: Intermediate to advanced skills in working with Microsoft Office Excel Intermediate experience with VBA/Macros a plus Intermediate ability of generating and manipulating SQL queries a plus Ability to work independently as well as in a team environment Strong analytical and problem-solving skills Ability to prioritize, manage and resolve unique and challenging projects Strong communication and presentation skills Ability to exercise independent judgment and make sound business decisions effectively EDUCATION & EXPERIENCE: Minimum of 3-5 years experience in an analytic role, business or financial preferred College degree from a four-year accredited college/university; degree in business administration or similar preferred PAY RANGE: CorVel uses a market-based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time. For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process. Pay Range: $80,718 - $124,624 A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first. About CorVel CorVel, a certified Great Place to Work Company, is a national provider of industry-leading risk management solutions for the workers' compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!). A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off. CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. #LI-Hybrid

WHAT YOU'LL DO Viant is looking for a Finance Intern to support budgeting, forecasting, and financial analysis activities. This role offers exposure to financial operations within a public technology company. THE DAY-TO-DAY Assist with financial reporting and analysis Support budgeting and forecasting processes Help prepare presentations and financial summaries Collaborate with Finance and Accounting teams Analyze trends and variances GREAT TO HAVE Currently pursuing a degree in Finance, Economics, or related field Strong analytical and Excel skills Interest in corporate finance Experience with financial modeling Familiarity with accounting principles Strong attention to detail LIFE AT VIANT Investing in our employees' professional growth is important to us - including our interns. At Viant, interns work on meaningful projects, receive mentorship from experienced engineers, and gain exposure to cutting-edge technology in programmatic advertising. Viant offers a collaborative, inclusive culture where curiosity and impact are valued. $25-30/Hr In accordance with California law, the range provided is Viant's reasonable estimate of the compensation for this role. Final title and compensation for the position will be based on several factors including work experience and education. Not the right position for you? Check out our other opportunities! Viant Careers #LI-SK1 #LI-Hybrid About Viant Viant Technology Inc. (NASDAQ: DSP) is a leader in CTV and AI-powered programmatic advertising, dedicated to driving innovation in digital marketing. Viant's omnichannel platform built for CTV allows marketers to plan, execute and measure their campaigns with unmatched precision and efficiency. With the launch of ViantAI, Viant is building the future of fully autonomous advertising solutions, empowering advertisers to achieve their boldest goals. Viant was recently awarded Best AI-Powered Advertising Solution and Best Demand-Side Platform by MarTech Breakthrough, Great Place to Work certification and received the Business Intelligence Group's AI Excellence Award. Learn more at viantinc.com. Viant is an equal opportunity employer and makes employment decisions on the basis of merit. Viant prohibits unlawful discrimination against employees or applicants based on race (including traits historically associated with race, such as hair texture and protective hairstyles), religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, reproductive health decision making, gender, gender identity, gender expression, age, military status, veteran status, uniformed service member status, sexual orientation, transgender identity, citizenship status, pregnancy, or any other consideration made unlawful by federal, state, or local laws. Viant also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. By clicking “Apply for this Job” and providing any information, I accept the Viant California Personnel Privacy Notice.

Job Description Specific Responsibilities Include: Perform the monthly close process. Complete financial and non-financial data requests of the controller. Ensure the proper functioning of internal controls and compliance with U.S. SOX 404 legislation (Sarbanes-Oxley). Analyze balance sheet items in collaboration with Shared Services and the business unit in the United States. Schedule and track scrap pickups and invoicing of scrap bill of ladings Assist with Credit Memo Posting and Re-Aging of Accounts Receivable Items under direction of the Plant Controller Qualifications Basic Qualifications: BA or BS in Business Administration major emphasis in Accounting or Finance. 2-4 years of related experience in a manufacturing environment as an Analyst or Cost Accountant. Knowledge of US GAAP. Preferred Qualifications: 2-4 years of directly related work experience - standard cost system, manufacturing, aerospace. QAD and Oracle ERP system experience highly desirable. Visual Software Experience Oracle/Hyperion experience Advanced knowledge of Microsoft Office suites Skills: Experienced in Manufacturing environment Strong knowledge and understanding of GAAP, with solid analytical and strategic planning skills. Excellent interpersonal communication skills, self-motivated and team-oriented skills. Must be proficient with computer systems and programs (MS-Word, MS-Excel, and MS-PowerPoint etc.) good spreadsheet skills. Flexible and someone with strong desire to learn. Ability to be a sole contributor, in addition to working in a team environment. Ownership Culture Attitude

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Bilingual Korean and English preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

A great experience starts with you! Join our team to help create and develop the future of live entertainment and sports in Orange County! Once you've had a chance to explore our current open positions, apply to the ones you feel best suit you, as an applicant, you can always see your application status in your profile. Mission: To enrich the lives in our community through shared experiences, welcoming spaces, and responsible actions. Vision: We will be the social and entertainment center of Orange County - a place where the cultural kaleidoscope of the region converges and connects. Our vibrant, rich collection of experiences will celebrate the diversity of our community. Values: Be Safe | Do the Right Thing | Be Generous | Include Everyone | Make it Easy | Be Bold Job Title:Financial Analyst, ADHC Pay Details: The annual base salary range for this position in California is $90,000 to $110,000 per year. The starting pay for the successful candidate depends on various job-related factors, including but not limited to the candidate's geographic location, job-related knowledge, skills, experience, education/training, internal value, peer equity, external market demands, and organizational considerations. The Financial Analyst is responsible for assisting in a wide range of FP&A activities and is responsible for specific data driven analytics that support the Anaheim Ducks, San Diego Gulls, and Anaheim Ducks Foundation. This position will play a central role in executing the timely delivery and presentation of the annual operating plan, rolling forecasts, monthly reporting and variance analysis, and long-range strategic plan. The Financial Analyst drives to execute tasks and projects timely at a high level. Responsibilities Create, manage, and maintain complex financial planning models to support annual budget, rolling forecasts, and long-term planning Analyze actual results against budget and forecast, research variances, and communicate findings Prepare monthly financial reporting packages for leadership and business operators Collaborate with leadership and operators to align financial plans with operational goals and execution Work with data originating out of native accounting and operational systems to answer critical questions and provide insights through key performance indicators Engage in ad-hoc analysis to support business decision-making and strategic planning Assist in storytelling by preparing presentations in support of executive meetings, monthly/quarterly business reviews and various strategic and analytical projects Support the delivery of NHL reports, business plans, surveys, and other league requirements Drive process improvements and automation of financial reporting Perform other duties and projects as assigned Skills Bachelor's degree in Finance, Accounting, or a related field Minimum of 2 years of experience in Financial Planning & Analysis Experience in sports and entertainment industry preferred Advanced Excel modeling skills, with the ability to build and maintain complex financial models Strong storytelling ability through PowerPoint, with a focus on data visualization and executive-level communication Excellent written and verbal communication skills Highly detail-oriented with strong organizational skills Demonstrated critical thinking and analytical problem-solving abilities Naturally curious, with a desire to learn, ask thoughtful questions, and dig deeper into financial data Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment Knowledge, Skills, and Experience Education - Bachelor's Degree Experience Required - 2+ Years This position is on-site. Company: Anaheim Ducks Hockey Club, LLC Our Commitment: We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, medical condition or any protected category prohibited by local, state or federal laws. We are firm believers that diversity and inclusion among our team members are critical to our success, and we seek to recruit, develop, and retain the most talented people from a diverse candidate pool. Thanks for your interest in becoming part of OCVIBE!

A great experience starts with you! Join our team to help create and develop the future of live entertainment and sports in Orange County! Once you've had a chance to explore our current open positions, apply to the ones you feel best suit you, as an applicant, you can always see your application status in your profile. Mission: To enrich the lives in our community through shared experiences, welcoming spaces, and responsible actions. Vision: We will be the social and entertainment center of Orange County - a place where the cultural kaleidoscope of the region converges and connects. Our vibrant, rich collection of experiences will celebrate the diversity of our community. Values: Be Safe | Do the Right Thing | Be Generous | Include Everyone | Make it Easy | Be Bold Job Title:Financial Analyst, ADHC Pay Details: The annual base salary range for this position in California is $90,000 to $110,000 per year. The starting pay for the successful candidate depends on various job-related factors, including but not limited to the candidate's geographic location, job-related knowledge, skills, experience, education/training, internal value, peer equity, external market demands, and organizational considerations. The Financial Analyst is responsible for assisting in a wide range of FP&A activities and is responsible for specific data driven analytics that support the Anaheim Ducks, San Diego Gulls, and Anaheim Ducks Foundation. This position will play a central role in executing the timely delivery and presentation of the annual operating plan, rolling forecasts, monthly reporting and variance analysis, and long-range strategic plan. The Financial Analyst drives to execute tasks and projects timely at a high level. Responsibilities Create, manage, and maintain complex financial planning models to support annual budget, rolling forecasts, and long-term planning Analyze actual results against budget and forecast, research variances, and communicate findings Prepare monthly financial reporting packages for leadership and business operators Collaborate with leadership and operators to align financial plans with operational goals and execution Work with data originating out of native accounting and operational systems to answer critical questions and provide insights through key performance indicators Engage in ad-hoc analysis to support business decision-making and strategic planning Assist in storytelling by preparing presentations in support of executive meetings, monthly/quarterly business reviews and various strategic and analytical projects Support the delivery of NHL reports, business plans, surveys, and other league requirements Drive process improvements and automation of financial reporting Perform other duties and projects as assigned Skills Bachelor's degree in Finance, Accounting, or a related field Minimum of 2 years of experience in Financial Planning & Analysis Experience in sports and entertainment industry preferred Advanced Excel modeling skills, with the ability to build and maintain complex financial models Strong storytelling ability through PowerPoint, with a focus on data visualization and executive-level communication Excellent written and verbal communication skills Highly detail-oriented with strong organizational skills Demonstrated critical thinking and analytical problem-solving abilities Naturally curious, with a desire to learn, ask thoughtful questions, and dig deeper into financial data Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment Knowledge, Skills, and Experience Education - Bachelor's Degree Experience Required - 2+ Years This position is on-site. Company: Anaheim Ducks Hockey Club, LLC Our Commitment: We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, medical condition or any protected category prohibited by local, state or federal laws. We are firm believers that diversity and inclusion among our team members are critical to our success, and we seek to recruit, develop, and retain the most talented people from a diverse candidate pool. Thanks for your interest in becoming part of OCVIBE!

Shopoff Realty Investments is looking for the absolute best and brightest to join our team of dedicated professionals as a Financial Analyst - Real Estate Investments, at our home office in Irvine, California. About the Role We are seeking a Financial Analyst - Real Estate Investments to join our Finance team. This role focuses on fund-level performance analysis, investor returns, and capital allocation strategies across our real estate investment portfolio. You'll work closely with senior leadership and investment services to deliver insights that drive investor success. What you will do: Monitor and evaluate fund-level performance of real estate investment portfolio. Prepare and analyze budget to actual reports with detailed variance commentary for a portfolio of investment vehicles, including syndicated investor funds, to support strategic decision-making. Track and maintain preferred return schedules to ensure accuracy and compliance with partnership agreements. Compile and analyze key fund-level metrics - such as IRR, equity multiples, leverage ratios - to assess capital needs, liquidity, and investment performance. Develop and maintain advanced financial models to evaluate asset and fund-level performance and translate complex data into actionable recommendations for management. Perform ad hoc analyses and special projects related to investor performance, fund structures, and capital allocation strategies. Prepare comprehensive investor reporting and collaborate with internal teams to ensure timely, accurate communication; provide support to Investment Services for investor inquiries. Assist with cash flow forecasting and projections to optimize liquidity and capital deployment across the portfolio. Compare projected versus actual results to identify areas for improvement and enhance investor returns. Maintain strict confidentiality of financial information, investor data, and investment decisions. Perform other duties as assigned to support the company's portfolio of assets and investor performance objectives. What We're Looking For Bachelor's degree in Finance, Accounting, or related field. 3+ years of experience in real estate investment, portfolio analysis, or financial modeling. Experience with 506(b) or 506(c) private placements a plus. Advanced Excel skills (Pivot Tables, VLOOKUP, Index Match, financial formulas). Strong understanding of investor reporting requirements and fund structures. Detail-oriented, analytical, and comfortable in a fast-paced environment. Still Undecided? Shopoff is a great place to work. Here are some of the reasons that our employees vote for us as a Top Workplace: Voted 2025, 2023, & 2022 Best Places to Work by the Orange County Business Journal and Best Companies Group. Exceptional company culture that encourages innovation and empowers all team members to act as leaders by providing the opportunities, training, and tools critical to achieving a successful and meaningful career. Industry-leading compensation and benefits package including Gold and Platinum Medical Plan options, flexible spending accounts for medical and dependent care reimbursement, 401(k) with company match and company provided life insurance. A world-class work environment with potential for long-term growth and advancement in the industry, paid professional memberships and professional activities (conferences and workshops) and a tuition and certification reimbursement program. Paid holidays and generous vacation time; summer hours from June - August (office closes at 3 p.m. each Friday with full pay for the day). Shopoff Realty Investments (SRI) is a real estate investment firm specializing in offering qualified clients diversified investment opportunities that can be used to create a customized portfolio consistent with their unique financial profiles and goals. For three decades, SRI has built an industry leading reputation for integrity, diligence, and vision. SRI creates value for its investors utilizing its expertise in all facets of real estate including acquisition, entitlement and development of commercial, multi-family and residential properties. EEO Statement Our company is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our employment decisions are based on individual qualifications, job requirements and business needs without regard to race, color, marital status, sex, sexual orientation, gender identity and/or expression, age, religion, disability, genetic information, citizenship status, national origin, pregnancy, veteran status and or any other legally protected characteristics. We also provide reasonable accommodations, as needed, throughout the job application process. If you have a disability that inhibits your ability to apply for a position through our online application process, you may contact us via email at ************** or via telephone at ***************.

Reporting to the FP&A Manager, the you will be a key finance partner supporting Harrington's commercial and operational teams. This role translates data into insights that drive sales growth, improve margin performance, and enhance decision-making across the organization. The analyst will work closely with Regional VPs, Sales leadership, and Operations to deliver clear, actionable analytics around sales performance, forecasting, pipeline and backlog execution, customer and product profitability, and strategic initiatives. The ideal candidate combines strong analytical skills with high business acumen and clear communication, with the ability to turn complex data into straightforward insights for leaders across all levels of the business. Responsibilities: Sales Performance & Forecasting Lead monthly and quarterly sales forecasting in partnership with RVPs Analyze sales vs. budget, prior year, and run rate to identify trends, risks, and opportunities Support region- and branch-level forecast reviews, highlighting mix, margin, and pricing dynamics Sales Execution Monitor pipeline and backlog to assess conversion, quoting activity, and execution gaps Partner with RVPs and sales managers to identify actionable drivers of performance Provide insights on critical leading and lagging measures Reporting & Insights Support the improvement of sales reporting and dashboards Enhance KPIs, branch scorecards, and sales rhythm reporting Business Partnering & Communication Serve as primary FP&A partner to assigned sales region Translate complex data into clear, concise, executive-ready insights and recommendations Interpersonal requirements: We are looking for a candidate with deep business acumen, strong critical thinking & analysis skills and effective communication abilities Energetic, organized, creative, and highly motivated person with the ability to learn and work independently and collaboratively Strength of character and flexible style to work successfully with a range of people, from staff to executives Strong work ethic and ability to support multiple projects in parallel and prioritize competing demands under the pressure of time-sensitive deadlines Highly-driven and motivated to join a team that offers a tremendous opportunity to grow personally and professionally Qualifications: Education - Required: Bachelor's degree in Finance, Accounting, Business, Computer Science or related field Experience - Required: Minimum of 5 years of experience as a financial analyst or related role with duties including analysis, business intelligence and reporting. Experience in directly supporting a sales organization required; in industrial distribution environment preferred Required: Excellent verbal and written communications skills. Emphasis on the ability to refine complex issues into understandable formats to all levels of the organization Required: Strong planning, organizational, analytical, and problem-solving abilities CPA, CMA, CFA, or other designation showing commitment to your chosen field is a plus

Job Description Financial Representative - Bilingual in English and Chinese is a plus Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options. • Full benefits package: health, dental, vision, 401(k), pension, life insurance. • Training stipend and performance-based bonuses. • Company-sponsored travel and professional development programs. •Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Responsibilities: Participate in structured coaching and mentorship programs. Offer solutions in insurance, asset accumulation, and retirement planning. Leverage company-provided marketing tools and industry resources. Develop client relationships and provide tailored financial strategies. Follow a leadership advancement track with career growth opportunities. Qualifications: Must be authorized to work in the US. Demonstrated leadership or a proven track record of success. Self-motivated, coachable, and driven to succeed. Excellent communication and relationship-building abilities. No prior experience in finance is required-comprehensive training is provided. Bilingual in English and Chinese is a plus About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 176 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

**About this role:** Wells Fargo is seeking a Business Banker (LO) in Consumer and Business Banking. As a Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:** + Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner + Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations + Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures + Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools + Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship + Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines + This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + 1+ year of experience managing a dedicated book of small business customers across assigned territory + Knowledge and understanding of book of business + Experience using strong business acumen to provide financial services consultation to small business customers + Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products + Customer service focus with experience handling complex transactions across multiple systems + Experience building and maintaining effective relationships with customers and internal partners + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Knowledge and understanding of retail compliance controls, risk management, and loss prevention + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to interact with integrity and professionalism with customers and employees + High motivation with ability to successfully meet team objectives while maintaining individual performance + Experience mentoring and peer-coaching others **Job Expectations:** + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. + This position is not eligible for Visa sponsorship. **Location disclaimer:** Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. **Posting Location:** 4850 Barranca,IRVINE, CA 92604 **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $30.77 - $45.67 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 25 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-510990

Job DescriptionAbout Us:At CompassX, our clients rely on us to lead high-priority strategic initiatives and transformational projects. Our mission is to create a community of people who come up with innovative approaches and deliver the best outcomes for our clients. You will have the opportunity to leverage your experience, creativity, and skills to impact your clients and influence the trajectory of our firm to achieve growth for the team and your career. We are honored to be recognized as a “Best Place to Work” in Southern California and listed as one of INC.'s 5000 fastest-growing private companies in the U.S. ***This is a hybrid role requiring 2 days a week onsite at the client's headquarters. We are looking for a high-performing Financial Analyst, acting as a critical bridge between technology execution and fiscal discipline. In this role, you won't just be "counting numbers"-you will be managing the financial health of complex Digital & Technology (D&T) portfolios, ensuring that strategic technology investments are tracked, optimized, and delivered with clarity.What You'll Do Drive Financial Planning: Maintain and manage the master budget tracker by period, ensuring total accuracy across the D&T portfolio. Master Reporting Cycles: Lead period-end and quarter-end lockdown and reporting activities to provide stakeholders with clear financial visibility. Lead Tech Fee Billing: Execute the per-period technology billing process and lead the strategic transition of tech fee tracking from OneSource to MTB. Maximize R&D Value: Partner directly with D&T Budget Owners to facilitate annual R&D tax credit documentation and reporting. Organize the Portfolio: Build and maintain a centralized Confluence repository for all TB-owned, enterprise, and third-party platforms. Standardize Tools: Develop a consolidated view of collaboration and product development tools, mapping their purpose and budget locations. Enable Prioritization: Support leadership in establishing standardized processes for tracking funding requests and final decision-making. What You'll Bring Proven Experience: 3-5 years of experience in financial analysis, ideally within a consulting or technology-driven environment. Financial Mastery: Strong familiarity with core expense management, budget tracking, and period-end reporting. Technical Literacy: Proficiency with Confluence, Excel, and financial management tools; experience with OneSource or MTB is a plus. Stakeholder Management: Ability to partner with Budget Owners and technical leaders to gather documentation and drive consensus. Operational Excellence: A track record of executing complex billing processes and improving visibility for cross-functional teams. Consulting Mindset: A self-driven, outcome-oriented approach with the ability to serve as the "single source of truth" for financial data. Education: Bachelor's degree in Finance, Business, or a related field. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.