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Wealth Advisor - Greater San Diego Area
Banktalent HQ
Finance consultant job in San Diego, CA
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.
We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the greater San Diego marketplace. At California Bank & Trust, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes:
Retail Bankers
Community/Business Bankers
Private Bankers
Commercial Bankers
Investment Management Portfolio Managers/Advanced Planning Professionals
As a Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients.
Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients.
Qualifications:
To excel in this role, candidates should meet the following criteria:
Requires a Bachelor's degree
A minimum of 5 years of directly related experience, 10+ years preferred.
A combination of education and experience may meet the requirements.
Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance.
A CFP certification is highly preferred.
Exhibit proficiency in using computers and relevant software.
Display excellent verbal and written communication abilities.
Showcase exceptional analytical and presentation skills.
Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
Process a keen understanding of financial planning.
This position is eligible to earn a base salary of $75,000-$125,000 depending on job-related factors such as level of experience and location, plus participation in the commission plan that will be discussed as part of the hiring process.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
$75k-125k yearly 3d ago
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Finance Intern
Pacira Biosciences, Inc. 4.7
Finance consultant job in San Diego, CA
At Pacira, innovation meets purpose.
Pacira BioSciences, Inc. is a pioneer in non-opioid pain management and regenerative health solutions. Today, we're building on that legacy with next-generation innovations for chronic, postsurgical, and musculoskeletal pain. Our culture is built on collaboration, innovation, and a shared commitment to helping patients recover faster. We are redefining what's possible in pain management-and we can't do it without talented people like you.
Why Join Us?
At Pacira, every career is more than a job. Our mission drives us, and every day, we challenge ourselves to achieve the extraordinary. Integrity is at the core of who we are. We value diverse perspectives and the collective strength of a unified team. Join the team in
making better possible
for patients everywhere.
Internship Position: Finance Intern
Duration: 9 weeks
Compensation: $20 per hour, 30 - 35 hours per week
Position Summary: We are seeking a talented and motivated intern to join our Finance team. The intern will assist with the ERP data cleanup/preparedness project. Activities include standardization of project nomenclature and user-defined fields, maintenance/correction of fixed asset tagging, location field updates, and other data management/maintenance activities. This is a great opportunity for a college student to gain hands-on experience and contribute to Pacira's success.
Key Responsibilities:
The intern will work closely with the Finance, Engineering, Facilities, Manufacturing, & R&D functions to identify and correct potential errors or missing information in our fixed asset register.
They will have the opportunity to learn about how fixed asset accounting works at a publicly-traded life sciences company and will play an instrumental role in assisting the Site Controller to prepare for a prospective ERP implementation.
They will also gain practical experience using Microsoft Excel to analyze business data, working cross-functionally to research, summarize, and present findings to management decision-makers, and have opportunities to tour Pacira's FDA-regulated commercial manufacturing facilities and learn how pharmaceutical products are developed and manufactured.
Collaborate with team members to achieve department goals.
Attend meetings and provide input on departmental initiatives.
Present final project(s) to key stakeholders within department
In addition to project work, the intern will have the opportunity to participate in lunch and learn activities, trainings and interactions with senior leadership
Qualifications:
Currently enrolled in a college or university program as a full-time rising Junior or Senior.
Majoring in Finance, Accounting, Financial Accounting, Business Information Systems
Experience with Microsoft Excel
Maintain a cumulative minimum GPA of 3.0/4.0
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Benefits:
Hands-on experience in a corporate environment.
Mentorship from experienced professionals.
Networking opportunities with industry leaders.
Application Deadline:
January 30, 2026
Start Date:
June 8, 2026
Note: This is a paid internship, and the intern must commit to a full-time schedule for the duration of the program.
$20 hourly 2d ago
Principal Financial Analyst
Northrop Grumman 4.7
Finance consultant job in San Diego, CA
RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: SecretTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.
Northrop Grumman Aeronautics Systems (NGAS) is seeking a qualified Principal Financial Analyst to join our team of qualified, diverse individuals.
This position will be located on site in San Diego, CA, Palmdale, CA or El Segundo, CA supporting the Air Dominance Division. The selected candidate will directly report to the Finance Manager and job responsibilities will include, but not be limited to, the following:
Essential Functions:
Supports Monthly/Quarterly Financial Reporting and Planning processes, including financial and cost forecasting, reporting and analysis, and profitability analysis.
Supports development of consolidated program Long Range Strategic Plans (LRSP) and Annual Operating Plans.
Works with the business management teams to develop strategies to improve financial performance based on metrics and to support the management & reporting requirements for the program.
Support the management of program financials, including financial and cost forecasting, reporting and analysis, profitability analysis, and working capital analysis (accounts receivable forecasting, unbilled analysis, and aged receivables analysis).
Supports review, analysis, and management of invoicing and collections.
Support Sarbanes-Oxley (SOX) compliance and documentation.
Coordinate with the functional business management teams to develop strategies to improve financial performance based on metrics.
Support the development of presentations for, and occasionally brief to, Program, Division, Sector, and Corporate leadership.
Supports initiatives and ad hoc requests from Program, Division, Sector, and Corporate leadership.
Interface with business, program, and corporate personnel.
Basic Qualifications:
Bachelor's degree with 5 years of experience in Business Administration, Finance, or accounting, financial analysis, or industry related fields. Master's Degree with 3 Years Business Administration, Finance, or accounting, financial analysis, or industry related fields
Experience with Microsoft Office including Excel and PowerPoint.
Data and financial analysis skills, including use and understanding of spreadsheets.
Active DOD Secret clearance with completed investigation in the last 6 years, and the ability to obtain special program access.
Preferred Qualifications:
Prior experience with Northrop Grumman financial planning, reporting and analysis.
Experience with IBM Cognos and Planning Analytics.
Experience with the Annual Operating Plan and Long-Range Strategic Plan processes.
Excellent verbal and written communication skills.
Excel experience including Macros, MS Excel (e.g., INDEXMATCH, Pivot tables), and MS PowerPoint skills preferable.
Understanding of US Government procurement and contracting, Cost Accounting Standards, and FAR.
Active DOD Top Secret clearance with completed investigation in the last 6 years.
Primary Level Salary Range: $91,200.00 - $136,800.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
$91.2k-136.8k yearly Auto-Apply 18d ago
Financial Advisor
True Path Financial
Finance consultant job in San Diego, CA
Job Description
Financial Advisor (Entry Level or Experienced) Training Provided
As a Financial Advisor, you'll be able to cultivate lasting client relationships, enjoy the freedom that comes with directing your own professional path, and tap into significant earning potential-while making a real difference as you guide individuals through every phase of their financial lives.
True Path Financial is a diversified financial services organization that offers access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth.
This position is not fully remote.
Job Types: Full-time, Contract
Pay: $50,000 - $150,000 per year
Compensation Package: Commission pay
Ability to Commute: Riverside, CA
Ability to Relocate: Riverside, CA: Relocate before starting work
Work Location: Hybrid remote in Riverside, CA
Benefits:
401(k)
Dental insurance
Flexible schedule
Health insurance
Life insurance
Professional development assistance
Referral program
Retirement plan
Vision insurance
Compensation:
$50,000 - $150,000+ at plan commission
Responsibilities:
Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
Actively prospect and generate new business opportunities through networking, referrals, and community involvement.
Qualifications:
Desired Skills & Qualifications:
Bachelor's Degree or equivalent in work experience.
Excellent communication and relationship-building skills.
Integrity and Strong Work Ethic.
Business-Minded Spirit.
Confidence and Resilience.
Competitive Advantages:
Extensive professional development, training, and mentoring programs.
Industry leader with excellent financial strength and impeccable integrity.
Innovative market development tools.
State-of-the-art financial analysis software.
Flexibility to balance career and personal needs.
Excellent compensation and benefits.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 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.
$50k-150k yearly 10d ago
Student Financial Center Advisor (Student Services Professional II)
CSU Careers 3.8
Finance consultant job in San Diego, CA
San Diego State University is seeking a Student Financial Center Advisor to support student success through proactive financial guidance and retention initiatives. The Cal Coast Student Financial Center (CCSFC) provides a centralized, student-focused hub for financial aid, scholarship, and billing services that help students stay enrolled and achieve their academic goals.
Key Responsibilities:
Student Financial Retention Support: Implement proactive outreach and financial support programs to identify and assist students experiencing financial hardship and promote retention.
Individualized Counseling: Advise students on financial options and resources to resolve outstanding balances and support continued enrollment.
Data Analysis and Reporting: Analyze student account data and generate reports to inform program decisions and enhance financial success initiatives.
Outreach and Education: Lead workshops and campaigns that educate students and families on financial literacy, deadlines, and payment planning.
Campus Collaboration: Partner with campus departments and community organizations to connect students with financial and basic needs resources.
Why Join Us?
Student Impact: Make a meaningful difference by helping students overcome financial barriers to degree completion.
Collaborative Environment: Work with supportive colleagues across Financial Aid, the Bursar's Office, and Student Affairs.
Professional Growth: Gain expertise in student financial services and financial literacy education.
Mission-Driven Work: Contribute to SDSU's commitment to access, equity, and student success.
Position Information
This is a full-time (1.0 time-base), benefits eligible, permanent/probationary position.
This position is designated as exempt under FLSA and is not eligible for overtime compensation.
Standard SDSU work hours are Monday - Friday, 8:00 a.m. to 4:30 p.m., but may vary based on operational needs.
The individual hired into this role will work on campus at SDSU in San Diego.
Department Summary
Enrollment Services is comprised of Undergraduate and Graduate Admissions, Office of the Registrar, Office of Evaluations, Prospective Student Services, Out-of-State Recruitment and Strategic Partnerships, International Recruitment, Class Schedule, Communications, Financial Aid, Scholarships, and the Cal Coast Student Financial Center. Enrollment Services implements SDSU enrollment management policies and provides services to students from their initial point of interest in SDSU to their graduation.
The Cal Coast Student Financial Center (CCSFC's) focus is to provide centralized, individual financial case management and counseling to students, parents and families. The CCSFC maximizes the efficiency and effectiveness of the Financial Aid Office, the Scholarship Office and the University Bursar's Office by providing a scalable, “one stop” shop approach to providing assistance with issues related to financial aid, scholarships and student billing regardless of where the students and staff physically are located.
The CCSFC provides students and families with information related to the following areas:
Financial Aid Application Assistance
Financial Aid Resources- types of financial aid available
Scholarship Application Processes
Scholarship Resources- types of scholarships available
SDSU Educational Costs- tuition, fee and housing costs
Student Financial Aid Disbursements
Student Billing Information
Student Fee Waiver information and processes
Financial Literacy Counseling in partnership with Cal Coast Credit Union
The staffing model is a blend of permanent represented staff, graduate students, and undergraduate peer counselors led by a Director (MPPI). The center provides customer service by serving as a single point of contact to analyze and resolve questions about financial aid, scholarships, financial transactions, academic progress and transactional-based issues.
For more information regarding the Student Financial Management Center, click here.
Education and Experience
Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown below may be substituted for the required education on a year-for-year basis.
Possession of the required knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master's degree in a job-related field may be substituted for one year of the professional experience.
Key Qualifications
Strong communication and interpersonal skills to engage effectively with students, families, school staff, and colleagues in a professional and supportive manner.
Ability to explain complex policies, processes, or decisions clearly and compassionately to diverse audiences.
Commitment to expanding educational access and supporting student success, particularly for those from economically or educationally disadvantaged backgrounds.
Strong organizational and time-management abilities to handle multiple priorities in a fast-paced, detail-oriented environment.
Ability to maintain professionalism, diplomacy, and sound judgment in sensitive or high-pressure situations.
Collaborative approach to working with others, fostering cooperation and mutual understanding across departments or stakeholder groups.
Proficiency in preparing and delivering clear, engaging presentations or communications that reflect the mission and values of the institution.
Capacity to interpret and apply regulations, policies, and procedures while maintaining fairness and flexibility.
Skill in analyzing student information (academic, financial, or personal) to provide individualized guidance and equitable solutions is preferred.
Knowledge of financial aid, scholarships, or related student support processes, including deadlines, documentation, and compliance requirements, is preferred.
Compensation and Benefits
San Diego State University offers competitive compensation and a comprehensive benefits package designed to support your well-being and professional growth.
Compensation:
Salary is based on your experience, education, and qualifications, within the department's budget and equity guidelines.
CSU Classification Salary Range: $5,083 - $7,228/month; hiring salary not expected to exceed $5,083/month.
Full Benefits Package Includes:
Generous Time Off: 15 paid holidays, vacation, and sick leave.
Retirement: CalPERS pension plan with retiree healthcare, and reciprocal agreements with other California public retirement systems, including the UC.
Health Coverage: Medical, dental, and vision options at low or no cost.
Education Support: CSU tuition fee waiver for employees and eligible dependents.
Optional Offerings: FlexCash, life and disability insurance, legal and pet plans.
Campus & Community: Access to the library, campus events, employee groups, and volunteer and social activities.
Our benefits are a significant part of total compensation. Learn more at the SDSU Benefits Overview.
SDSU Values
At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion.
Principles of Community
At San Diego State University, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university.
SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another.
Equal Opportunity and Excellence in Education and Employment
All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.
SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.
Supplemental Information
Apply by November 2, 2025, to ensure full consideration. Applications submitted after this date will be reviewed on an as-needed basis, and the position will remain open until filled.
The person holding this position is considered a ‘mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act.
A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position.
SDSU is a smoke-free campus. For more information, please click here.
Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Livia Peeples at lpeeples@sdsu.edu.
$5.1k-7.2k monthly 60d+ ago
Aspiring Financial Adviser
Old Mutual Limited Ltd. 4.1
Finance consultant job in San Diego, CA
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Education
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
30 January 2026 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
$66k-110k yearly est. Auto-Apply 47d ago
Financial Planner (San Diego, CA)
Mercer Advisors 4.3
Finance consultant job in San Diego, CA
Job Description
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning.
You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools. You will also work with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be passionate about financial planning. Desirable characteristics: self-motivation, flexibility, detail oriented, process-driven, analytical, and have a high degree of follow-through and strong communication skills.
Essential Job Functions for the Financial Planner will include:
Prepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis.
Work with the sales team and advisors to collect documents from clients to prepare the financial plan.
Use financial planning tools (ex: eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients.
Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness.
Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.
Keep current on financial planning topics including, but not limited to, cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
Assist with creating and implementation of workflows and procedures to improve efficiency and enhance one team procedures and processes.
Required Knowledge, Skills and Abilities:
Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related)
Has begun CFP coursework
At least 1 year of financial industry related experience preferred
Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred.
Excellent verbal, written, analytical and organizational skills
Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment
Candidate must have customer service orientation, be coachable, and be eager to learn.
Must be highly flexible and confidential with all matters
Ability to travel up to 10%
Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
Pay Range $65,450-$77,000 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address.
Applicants have rights under federal employment laws:
Family and Medical Leave Act (FMLA)
Employee Polygraph Protection Act (EPPA)
Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
E-Verify
Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
$65.5k-77k yearly 31d ago
Submit your Resume - Corporate Leadership & Finance
Talent Connect Now
Finance consultant job in San Diego, CA
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$61k-92k yearly est. 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance consultant job in San Diego, CA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$58k-102k yearly est. Auto-Apply 15d ago
Experienced Financial Advisor Representative
Falcon PG
Finance consultant job in Escondido, CA
Job Description
Step Into Leadership - Experienced Financial Advisor / Investment Professional
Are you an experienced financial advisor or investment professional looking for more than just another firm?
At Falcon PG, we're building something different - an entrepreneurial ecosystem where top-tier professionals can grow their business, lead others, and create lasting impact. This is a platform for advisors who are ready to own their future with the tools, mentorship, and flexibility to scale on their terms.
We're not about the old-school, one-size-fits-all model. We combine modern strategies, a collaborative culture, and access to powerful financial solutions, giving you the edge to grow faster, serve better, and build something that's truly yours.
What You'll Gain:
A leadership track designed for professionals ready to grow a team or scale a firm
Access to competitive products and advanced planning tools
Mentorship from seasoned industry leaders and a high-performance peer network
Marketing and training allowances, back-office support, and business-building resources
Flexible, remote-first structure - you're in control of your time and growth
Performance-based compensation, residuals, and incentive bonuses
Comprehensive benefits: health, dental, vision, 401(k), pension, and life insurance
Sponsorship for licensing, if needed (Series 6/7, 65/66, Life/Health)
You're a fit if you:
Have experience in financial services, insurance, or investment advising
Possess a strong personal/professional network
Are hungry for autonomy, ownership, and long-term growth
Want to lead, mentor, and make an impact beyond personal production
Are authorized to work in the U.S.
If you've been looking for a place to grow, lead, and build your business, not just someone else's - this may be the opportunity you've been waiting for.
Compensation- Top 1% industry compensation potential. Commission-based with performance bonuses, leadership incentives, and upside potential on earnings.
Compensation:
$250,000 at plan earnings
Responsibilities:
Follow a leadership advancement track with career growth opportunities.
Develop client relationships and provide tailored financial strategies.
Leverage company-provided marketing tools and industry resources.
Offer solutions in insurance, asset accumulation, and retirement planning.
Qualifications:
Must be authorized to work in the US.
Demonstrated leadership or a proven track record of success.
Excellent communication and relationship-building abilities.
Highly motivated with a strong work ethic.
Minimum 2+ years of experience in financial services, investment advising, or insurance
Active licenses preferred:
Life & Health Insurance License
FINRA Series 6/7 and Series 65 or 66
(or willingness to obtain - sponsorship available)
Demonstrated success in:
Client acquisition and retention
Financial planning or investment strategy development
Building and maintaining a book of business
Strong personal/professional network with business development capability
Entrepreneurial mindset with a drive to build and lead a team or practice
High-level communication, interpersonal, and consultative skills
Self-motivated, disciplined, and goal-oriented
Tech-savvy - comfortable using virtual meeting tools, CRM platforms, and planning software
Committed to high ethical standards and client-first principles
Must be authorized to work in the U.S.
About Company
At Falcon PG, we believe in the power of entrepreneurship-driving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life's uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today's challenges.
We offer a dynamic, entrepreneurial platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You'll have the freedom to build your own business, develop authentic client relationships, and craft tailored financial solutions that truly make a difference.
We're looking for motivated professionals with an entrepreneurial spirit, ready to create their own success. If you're a driven self-starter and passionate about making an impact, we'd love to connect. Let's build something extraordinary-together!
$44k-88k yearly est. 2d ago
Student Financial Center Advisor (Student Services Professional II)
California State University System 4.2
Finance consultant job in San Diego, CA
Enrollment Services is comprised of Undergraduate and Graduate Admissions, Office of the Registrar, Office of Evaluations, Prospective Student Services, Out-of-State Recruitment and Strategic Partnerships, International Recruitment, Class Schedule, Communications, Financial Aid, Scholarships, and the Cal Coast Student Financial Center. Enrollment Services implements SDSU enrollment management policies and provides services to students from their initial point of interest in SDSU to their graduation.
The Cal Coast Student Financial Center (CCSFC's) focus is to provide centralized, individual financial case management and counseling to students, parents and families. The CCSFC maximizes the efficiency and effectiveness of the Financial Aid Office, the Scholarship Office and the University Bursar's Office by providing a scalable, "one stop" shop approach to providing assistance with issues related to financial aid, scholarships and student billing regardless of where the students and staff physically are located.
The CCSFC provides students and families with information related to the following areas:
Financial Aid Application Assistance
Financial Aid Resources- types of financial aid available
Scholarship Application Processes
Scholarship Resources- types of scholarships available
SDSU Educational Costs- tuition, fee and housing costs
Student Financial Aid Disbursements
Student Billing Information
Student Fee Waiver information and processes
Financial Literacy Counseling in partnership with Cal Coast Credit Union
The staffing model is a blend of permanent represented staff, graduate students, and undergraduate peer counselors led by a Director (MPPI). The center provides customer service by serving as a single point of contact to analyze and resolve questions about financial aid, scholarships, financial transactions, academic progress and transactional-based issues.
For more information regarding the Student Financial Management Center, click here.
Education and Experience
Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown below may be substituted for the required education on a year-for-year basis.
Possession of the required knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master's degree in a job-related field may be substituted for one year of the professional experience.
Key Qualifications
* Strong communication and interpersonal skills to engage effectively with students, families, school staff, and colleagues in a professional and supportive manner.
* Ability to explain complex policies, processes, or decisions clearly and compassionately to diverse audiences.
* Commitment to expanding educational access and supporting student success, particularly for those from economically or educationally disadvantaged backgrounds.
* Strong organizational and time-management abilities to handle multiple priorities in a fast-paced, detail-oriented environment.
* Ability to maintain professionalism, diplomacy, and sound judgment in sensitive or high-pressure situations.
* Collaborative approach to working with others, fostering cooperation and mutual understanding across departments or stakeholder groups.
* Proficiency in preparing and delivering clear, engaging presentations or communications that reflect the mission and values of the institution.
* Capacity to interpret and apply regulations, policies, and procedures while maintaining fairness and flexibility.
* Skill in analyzing student information (academic, financial, or personal) to provide individualized guidance and equitable solutions is preferred.
* Knowledge of financial aid, scholarships, or related student support processes, including deadlines, documentation, and compliance requirements, is preferred.
Compensation and Benefits
San Diego State University offers competitive compensation and a comprehensive benefits package designed to support your well-being and professional growth.
Compensation:
Salary is based on your experience, education, and qualifications, within the department's budget and equity guidelines.
* CSU Classification Salary Range: $5,083 - $7,228/month; hiring salary not expected to exceed $5,083/month.
Full Benefits Package Includes:
* Generous Time Off: 15 paid holidays, vacation, and sick leave.
* Retirement: CalPERS pension plan with retiree healthcare, and reciprocal agreements with other California public retirement systems, including the UC.
* Health Coverage: Medical, dental, and vision options at low or no cost.
* Education Support: CSU tuition fee waiver for employees and eligible dependents.
* Optional Offerings: FlexCash, life and disability insurance, legal and pet plans.
* Campus & Community: Access to the library, campus events, employee groups, and volunteer and social activities.
Our benefits are a significant part of total compensation. Learn more at the SDSU Benefits Overview.
SDSU Values
At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion.
Principles of Community
At San Diego State University, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university.
SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another.
Equal Opportunity and Excellence in Education and Employment
All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.
SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.
Supplemental Information
Apply by November 2, 2025, to ensure full consideration. Applications submitted after this date will be reviewed on an as-needed basis, and the position will remain open until filled.
The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act.
A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position.
SDSU is a smoke-free campus. For more information, please click here.
Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Livia Peeples at *****************.
Advertised: Oct 17 2025 Pacific Daylight Time
Applications close:
$5.1k-7.2k monthly 60d+ ago
Analyst - Financial
NBS 4.5
Finance consultant job in Temecula, CA
Job Title: Analyst - Financial
Classification: Full Time, Exempt
Salary Range: $65,000 - $100,000
NBS has standard office hours of Monday through Friday 8 a.m. - 5 p.m. PST with the option to work a Compressed Work Week (9/80) schedule.
Summary:
NBS is currently seeking an Analyst - Financial in our District Management Consulting Group. This position will assist in the administration of Special Financing Districts including data management, financial analyses, calculation of taxes and assessments, and client services.
Essential functions:
Data Collection and Analysis: Gather, clean, and organize data from various sources, ensuring data is accurate and accessible for analysis. Conduct data validation and ensure the accuracy and completeness of data before analysis. Review and manage large datasets, ensuring consistency and integrity throughout the process. Effectively evaluate and interpret financial, accounting, and legal data. Perform regular audits to ensure data integrity and implement corrective actions when necessary.
Report Generation and Presentation: Compile findings into clear, well-organized reports and presentations for senior team members and clients. Use data visualization tools to present data in easily understandable formats such as dashboards, charts and graphs. Draft detailed written summaries to accompany reports, explaining methodologies, findings and recommendations. Review and cross-check reports to ensure consistency and quality across all deliverables.
Client Support: Develop and maintain professional relationships with clients and their assigned representatives. Provide timely data-driven responses to management and client inquiries during project phases. Assist in client meetings, offering insights or explanations regarding data findings and conclusions. Collaborate with senior team members to ensure client deliverables are met and align with project objectives.
Project Coordination and Management: Support the planning, execution, and delivery of consulting projects through tracking and managing assigned tasks, ensuring deadlines are met. Prepare and maintain project documentation and communicate project updates to team members and clients, ensuring alignment and transparency. Identify potential risks, or issues, and escalate them to senior team members for resolution.
Knowledge/Skills/Abilities:
Ability to learn how to analyze and interpret statutes and regulatory codes.
Establish and maintain effective client relationships.
Possess excellent organization skills and time management skills.
Advanced proficiency in Microsoft Office, specifically Excel.
Ability to analyze complex sets of data within various program platforms.
Excellent written and verbal communication skills.
Ability to identify and escalate issues beyond the current level of expertise.
Must display attention to detail and to be meticulous and accurate in handling large data sets.
Ability to adjust and manage competing priorities.
Education may vary; a degree in business, public administration, finance, or IT is preferred.
NBS Benefits:
We offer a full line of benefits including the following:
Employee Stock Ownership Program - 100% Employee Owned
401k Plan with a generous employer match
Medical and Dental Insurance coverage is paid in full for the employee.
Paid Vacation, Sick, Holidays, and Volunteer time.
Life insurance covering the employee in the sum of $100,000, is paid in full by NBS.
Short- and long-term disability insurance for the employee is paid in full by NBS.
About NBS:
NBS is a consulting firm helping communities fund tomorrow. We typically work directly for government agencies, such as cities, school districts, and special districts, but also consult with a variety of non-profit and private entities. In addition, NBS licenses its proprietary software, called D-FAST , to local government agencies nationwide. The primary office is in Temecula with a secondary office located in San Francisco. We are a 100% employee-owned company with roughly 55 employees. We have been in business since 1996 and have been growing consistently and responsibly ever since. We pride ourselves in what we do for our communities, as well as our great work environment, growth opportunities, personal and professional development, and excellent benefits.
$65k-100k yearly 60d+ ago
Financial Analyst - Lead
Kros-Wise 3.6
Finance consultant job in San Diego, CA
Job Description
This position will perform Lead Financial Analyst functions. The Lead Analyst shall be responsible for the performance of the work of a team of budget analysts to ensure budget estimates, buget submission and accounting reports are in compliance with government procedures and regulations.
Experience Description:
Recent experience as a Financial Lead. Plan, direct, coordinate and analyze accounting and other financial activities of a branch, office or department of establishment ensuring the efficient and skilled use of resources. Recommend alternative methods of funding to meet financial program objectives.
Manage incoming and outgoing funding document management, financial reconciliation documentation, procurement requests, review and evaluate budget requests, control and reporting of obligations and expenditures, project structure development, and maintenance, financial reporting and metrics tracking as well as data entry and management in local business tools to include Navy Enterprise Resource Planning (N-ERP).
Provide various financial / cost analysis functions such as budgeting, auditing, forecasting, and analysis in managing the APN, O&MN, RDT&E, Foreign Military Sales (FMS), and WCF funds.
Perform financial reviews, analysis, risk assessment, and facilitate funding document preprocessing, impacting, and tasking for the team.
Requirements:
4-10 years' experience support Navy with financial management
Secret clearance or ability to obtain clearance
Education:
Bachelor's Degree in finance or business with 4 years Finance experience. Master preferred.
Benefits:
Health insurance (Medical, Dental, Vision)
401(k)
Paid time off
Life Insurance
$62k-87k yearly est. 9d ago
Finance/Accounting intern
La Jolla Lasik Institute
Finance consultant job in San Diego, CA
Job Description
La Jolla LASIK Institute
Business/Accountant/Finance Intern
Un-paid Internship
La Jolla LASIK Institute - La Jolla, California
Un-paid Internship
Description
HELP US TAKE LA JOLLA LASIK INSTITUTE TO THE NEXT LEVEL!
Our interns have participated in the Academic Internship Program (AIP) and received credit for their internship through UCSD.
"As CEO of La Jolla LASIK Institute, I am looking for a talented and experienced finance intern to learn to manage and lead a finance team. The successful individual in this critical position will learn how to be responsible for the oversight, administration and hands on running of an overall finance team. Learning from the bookkeeper and CEO, the decisions you learn to make and effectiveness you demonstrate will be a vital factor in any future company's performance. As we significantly grow our LASIK practice during the next few years, financial reporting and decision-making will have a big impact on the company's overall success,” Angela Nahl, MD, CEO
At La Jolla LASIK Institute, we are committed to our core values:
World Class Results
Personalized Care
Professionalism
Sincerity
These values are alive at our company and we live them every day while pursuing our purpose of “We don't just improve vision. We make dreams come true.”
For the ideal candidate looking for something special and who can answer "yes" to all of the following questions, this is the opportunity for you.
• Do you love numbers and metrics?
• Do you live by the expression “Say what you are going to do and do what you've said?”
• Can you balance listening and understanding with the need to be firm?
• Are you comfortable and confident in a high-profile role within the organization?
• Is it more important for others to respect you than to necessarily be your friend?
• Do you hate office politics as much as we do?
• Are you seeking an atmosphere of open and direct communication, clear and mutually established priorities and expectations, and a culture of performance and accountability?
• Are you professional and results driven?
• Are you committed to win?
• Do you exceed people's expectations on a regular basis?
• Do you have a passion to succeed?
• Do you want to make a big mark on the success of our company that can clearly be seen by everyone?
• Do you want to work at a company that is driven to reshape its industry?
If you answered "yes" to these questions, we want to meet you!
Our Company:
La Jolla LASIK Institute is a successful locally-owned and privately-funded eye institute. With a highly personalized and medically world-class system of patient care, La Jolla LASIK Institute makes dreams come true for people frustrated with the limitations of glasses and contact lenses. While many LASIK companies have gone out of business or are struggling mightily, La Jolla LASIK continues to grow and is positioned to continue to more than double revenues again this year.
The Position:
La Jolla LASIK Institute is seeking a business and finance intern. This position will be hands-on in all financial and business reporting aspects of our company. The business and finance intern will be expected to be a useful voice in business and financial planning. As the company grows, the intern will have the opportunity to learn and grow into more responsibility.
Learn to take on the following Responsibilities:
Develop, create, and track daily, weekly, monthly, quarterly and yearly key performance indicators.
Ensure all electronic and paper filing systems are current and well organized.
Create a new budgeting process that also tracks actual expenses.
Analyze current software, recommend any changes and implement recommendations.
Work with bookkeeper to ensure accuracy of financial statements.
Complete special projects and additional duties as required.
The ideal candidate will be able to make and implement many of the above decisions on his/her own once competency has been demonstrated to senior management.
Assist clinic with administrative tasks, eg. organizing patient ledgers
At La Jolla LASIK Institute, your values, abilities, and demonstrable track record of success are more important than direct experience. The ideal candidate will fit the following criteria:
Major in Accounting, Economics, Management Science, Mathematics, or Statistics preferred.
Strong ability in Excel
Experience with Quickbooks a plus but not required
Previous experience in accounting
Great communication skills
Excellent analytic skills and strong attention to detail.
Strong computer skills, specifically with GSuite programs
Location:
La Jolla, California
ID:
844406
Employer:
La Jolla LASIK Institute
Posting Date:
September 14th, 2018
Expiration Date:
September 14th 2019
Division:
Ophthalmology, Optometry, Health Care, Medicine
Organization Description:
La Jolla LASIK Institute
Desired Major(s):
Economics, Mathematics, Math-Computer Science, Business Analytics, Management Science, Applied Mathematics, Rady MBA, Master Business Analytics, Master Finance, Leadership of Healthcare Organizations, Data Science and Engineering, Master Business Administration, Master of Finance, Graduate Students, Grad student, Applied Math, Data Science
Desired Minor(s):
Accounting, Business, Management Science, Math-Computer Science, Mathematics (Applied), Economics, Mathematics Education, Mathematics
Job Function:
Administrative, Consulting, Engineering, Entrepreneurship, Financial Services, Healthcare, Management Information Systems, Management/Administration, Marketing/Sales, Operations/Logistics, Public Relations/Advertising, Writing/Editing
Duration:
1 year minimum
Approximate Hours Per Week:
10
Desired Start Date:
October 10th, 2018
Salary Level:
Unpaid
Contact Information
Apply through hiring portal only.
Phone calls and emails are not accepted.
Additional Documents
Cover Letter, Unofficial Transcript, Other Documents
Documents Required
Cover Letter, Unofficial Transcript, Other Documents
Requested Document Notes
cover letter, transcript, resume, and a joke
Travel Percentage
No Travel
Important Dates
Posted On:
September 14th, 2018
Application Deadline
September 14th, 2019
Apply through hiring portal only.
Phone calls and emails are not accepted.
$35k-50k yearly est. 26d ago
Intern, Portfolio Finance
Clearway Energy
Finance consultant job in San Diego, CA
Who We Are Looking For
Clearway Energy Group LLC's Portfolio Finance team is seeking a summer intern, reporting to the Senior Director of Portfolio Finance. The Portfolio Finance team is responsible for leading the funding and term conversion process with tax equity investors, cash equity investors and lenders for Clearway's utility-scale wind, solar and battery energy storage projects. In addition, the Portfolio Finance team leads operating-period asset optimization transactions including refinancings, acquisitions of investor interests in our partnerships and other asset restructurings. Lastly, the Portfolio Finance team manages several operating project reporting deliverables such as cash distributions and tracking models.
This position is part of the 10-week Summer Internship Program at Clearway Energy Group beginning on June 1, 2026.
We are looking for current juniors pursuing a bachelor's degree in Finance, Business, Engineering, Math, Economics, Tax, Accounting or related field.
Throughout this summer internship program, you'll get exposure to real projects and challenges while gaining first-hand professional experience. At Clearway, you'll gain access to an innovative and fast-paced work environment. You'll also participate in networking and learning events with your fellow intern cohort.
If you don't meet 100% of the qualifications but see yourself contributing, please submit your resume.
This is a hybrid role that will be based in the San Diego Office. Our hybrid policy is that employees are in-office on Tuesdays & Thursdays.
Program Timeline:
(subject to change)
Applications Close: January 30
Interviews: February - March
Final Decision: March 31
Program Dates: June 1 - August 7
Clearway will not sponsor nonimmigrant visas for this position (H-1B, TN, E-3, J-1 etc.) or provide any assistance in support of any other form of immigration sponsorship or benefit including OPT or CPT.
What You'll Be Doing
The Portfolio Finance Intern's primary responsibilities may include:
Financial Model Optimization
Refine Microsoft Excel-based project finance “tracking models”, which are used to track equity investor returns, with new functionality that allows for streamlined updating of “actuals”, valuation of life to date and future cash flows, and implementation of “scenario analysis” tools.
Modifications to cash distribution waterfall files, which allow Clearway to project distributions through the capital stack.
Live Transaction Support
The Portfolio Finance Intern will be a key member of a live “deal team” overseeing the upcoming funding process for one of Clearway's utility-scale wind, solar or battery energy storage projects. The Portfolio Finance Intern will be tasked with creating and/or overseeing the transaction checklist of documentation deliverables required for funding, bringdown financial model updates checklist, and other processes that help the deal team prepare for funding.
Coordinate with internal teams, including Construction, Development, Accounting and Legal, to advance certain deliverables required for funding.
Support presentations and reports on transaction status, risks, and benefits to the Leadership Team.
The Portfolio Finance Intern will be assigned to an individual project and will present results to the team and leadership at the end of the internship on August 4th.
What You'll Bring
Advanced Microsoft Excel skills and understanding of key financial concepts such as discounted cash flow analysis, time value of money, internal rate of return, and net present value.
Ability to work well in a collaborative environment that emphasizes attention to detail, meeting deadlines, and working together to achieve company-wide and deal-specific objectives.
Intellectual curiosity and an interest in renewable energy.
Strong interpersonal skills. You're willing to ask lots of questions, listen to your colleagues, and contribute your ideas.
Self-motivated, dependable, and accountable. This means showing up, being present, and being eager to dive into the workday. If you ever feel like you've completed all your tasks and have time to spare, you're eager to speak up and ask what else you can do.
Ability to work independently, multitask, and take ownership of projects and assignments.
What Would Be Nice
Preferred Qualifications
Project Finance modeling experience (i.e., discounted cash-flow analysis with multiple investors).
Experience working in the power or infrastructure industry (or demonstrated strong interest).
Background with VBA and an interest in sharpening those skills through working on real-world projects.
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is not eligible to earn an annual cash bonus, subject to personal and company performance goals.
Salary Range Across All U.S. Locations$21-$24 USD
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group's vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we're committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. 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.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
$35k-50k yearly est. Auto-Apply 1d ago
Student Financial Center Advisor (Student Services Professional II)
San Diego State University 4.5
Finance consultant job in San Diego, CA
San Diego State University is seeking a Student Financial Center Advisor to support student success through proactive financial guidance and retention initiatives. The Cal Coast Student Financial Center (CCSFC) provides a centralized, student-focused hub for financial aid, scholarship, and billing services that help students stay enrolled and achieve their academic goals.
Key Responsibilities:
Student Financial Retention Support: Implement proactive outreach and financial support programs to identify and assist students experiencing financial hardship and promote retention.
Individualized Counseling: Advise students on financial options and resources to resolve outstanding balances and support continued enrollment.
Data Analysis and Reporting: Analyze student account data and generate reports to inform program decisions and enhance financial success initiatives.
Outreach and Education: Lead workshops and campaigns that educate students and families on financial literacy, deadlines, and payment planning.
Campus Collaboration: Partner with campus departments and community organizations to connect students with financial and basic needs resources.
Why Join Us?
Student Impact: Make a meaningful difference by helping students overcome financial barriers to degree completion.
Collaborative Environment: Work with supportive colleagues across Financial Aid, the Bursar's Office, and Student Affairs.
Professional Growth: Gain expertise in student financial services and financial literacy education.
Mission-Driven Work: Contribute to SDSU's commitment to access, equity, and student success.
Position Information
This is a full-time (1.0 time-base), benefits eligible, permanent/probationary position.
This position is designated as exempt under FLSA and is not eligible for overtime compensation.
Standard SDSU work hours are Monday - Friday, 8:00 a.m. to 4:30 p.m., but may vary based on operational needs.
The individual hired into this role will work on campus at SDSU in San Diego.
Department Summary
Enrollment Services is comprised of Undergraduate and Graduate Admissions, Office of the Registrar, Office of Evaluations, Prospective Student Services, Out-of-State Recruitment and Strategic Partnerships, International Recruitment, Class Schedule, Communications, Financial Aid, Scholarships, and the Cal Coast Student Financial Center. Enrollment Services implements SDSU enrollment management policies and provides services to students from their initial point of interest in SDSU to their graduation.
The Cal Coast Student Financial Center (CCSFC's) focus is to provide centralized, individual financial case management and counseling to students, parents and families. The CCSFC maximizes the efficiency and effectiveness of the Financial Aid Office, the Scholarship Office and the University Bursar's Office by providing a scalable, “one stop” shop approach to providing assistance with issues related to financial aid, scholarships and student billing regardless of where the students and staff physically are located.
The CCSFC provides students and families with information related to the following areas:
Financial Aid Application Assistance
Financial Aid Resources- types of financial aid available
Scholarship Application Processes
Scholarship Resources- types of scholarships available
SDSU Educational Costs- tuition, fee and housing costs
Student Financial Aid Disbursements
Student Billing Information
Student Fee Waiver information and processes
Financial Literacy Counseling in partnership with Cal Coast Credit Union
The staffing model is a blend of permanent represented staff, graduate students, and undergraduate peer counselors led by a Director (MPPI). The center provides customer service by serving as a single point of contact to analyze and resolve questions about financial aid, scholarships, financial transactions, academic progress and transactional-based issues.
For more information regarding the Student Financial Management Center, click here.
Education and Experience
Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown below may be substituted for the required education on a year-for-year basis.
Possession of the required knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master's degree in a job-related field may be substituted for one year of the professional experience.
Key Qualifications
Strong communication and interpersonal skills to engage effectively with students, families, school staff, and colleagues in a professional and supportive manner.
Ability to explain complex policies, processes, or decisions clearly and compassionately to diverse audiences.
Commitment to expanding educational access and supporting student success, particularly for those from economically or educationally disadvantaged backgrounds.
Strong organizational and time-management abilities to handle multiple priorities in a fast-paced, detail-oriented environment.
Ability to maintain professionalism, diplomacy, and sound judgment in sensitive or high-pressure situations.
Collaborative approach to working with others, fostering cooperation and mutual understanding across departments or stakeholder groups.
Proficiency in preparing and delivering clear, engaging presentations or communications that reflect the mission and values of the institution.
Capacity to interpret and apply regulations, policies, and procedures while maintaining fairness and flexibility.
Skill in analyzing student information (academic, financial, or personal) to provide individualized guidance and equitable solutions is preferred.
Knowledge of financial aid, scholarships, or related student support processes, including deadlines, documentation, and compliance requirements, is preferred.
Compensation and Benefits
San Diego State University offers competitive compensation and a comprehensive benefits package designed to support your well-being and professional growth.
Compensation:
Salary is based on your experience, education, and qualifications, within the department's budget and equity guidelines.
CSU Classification Salary Range: $5,083 - $7,228/month; hiring salary not expected to exceed $5,083/month.
Full Benefits Package Includes:
Generous Time Off: 15 paid holidays, vacation, and sick leave.
Retirement: CalPERS pension plan with retiree healthcare, and reciprocal agreements with other California public retirement systems, including the UC.
Health Coverage: Medical, dental, and vision options at low or no cost.
Education Support: CSU tuition fee waiver for employees and eligible dependents.
Optional Offerings: FlexCash, life and disability insurance, legal and pet plans.
Campus & Community: Access to the library, campus events, employee groups, and volunteer and social activities.
Our benefits are a significant part of total compensation. Learn more at the SDSU Benefits Overview.
SDSU Values
At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion.
Principles of Community
At San Diego State University, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university.
SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another.
Equal Opportunity and Excellence in Education and Employment
All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.
SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.
Supplemental Information
Apply by November 2, 2025, to ensure full consideration. Applications submitted after this date will be reviewed on an as-needed basis, and the position will remain open until filled.
The person holding this position is considered a ‘mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act.
A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position.
SDSU is a smoke-free campus. For more information, please click here.
Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Livia Peeples at *****************.
$5.1k-7.2k monthly 60d+ ago
Financial Analyst I
Bal Seal Engineering 4.2
Finance consultant job in Lake Forest, CA
Job Summary: The Financial Analyst supports the Accounting and Finance functions through a combination of general accounting activities, financial data entry, and financial analysis. This role is responsible for maintaining accurate financial records, supporting the monthly close process, and preparing reports and analyses to assist management in understanding business performance. The ideal candidate has a strong attention to detail, a solid accounting foundation, and the ability to work with financial data.
About Bal Seal: Bal Seal Engineering delivers advanced sealing, connecting, and contact solutions that serve medical, aerospace, energy, and industrial markets. Our proprietary spring-energized seals and electrical contacts help customers achieve precision, efficiency, and reliability. Employees thrive in a culture that values craftsmanship, technical mastery, and close partnership with customers solving complex challenges
Essential Duties and Responsibilities:
General Accounting & Data Entry
Enter financial transactions accurately into the accounting system, including journal entries and adjustments
Maintain and update general ledger accounts and supporting schedules
Assist with accounts payable and accounts receivable data entry and reconciliations as needed
Prepare and maintain balance sheet and income statement account reconciliations
Review transactions for accuracy, completeness, and proper classification
Organize, file, and maintain accounting records and documentation
Close & Accounting Support
Support monthly, quarterly, and annual close processes
Assist with audit requests by gathering schedules and supporting documentation
Investigate and resolve discrepancies in accounting records
Work closely with the Accounting team to ensure timely and accurate financial reporting
Financial Analysis & Reporting
Prepare routine financial reports for internal management
Perform basic variance analysis comparing actual results to budget and prior periods
Compile and analyze financial data to identify trends and anomalies
Maintain Excel-based reports, schedules, and tracking tools
Process & Team Support
Respond to internal financial and accounting inquiries
Assist with process improvements related to data accuracy and reporting efficiency
Provide general administrative and clerical support to the Accounting and Finance teams as needed
Education:
Bachelor's degree in Accounting, Finance, or a related field preferred
Experience:
2-5 years of experience in accounting, bookkeeping, or financial analysis
Knowledge, Skills and Abilities:
Strong understanding of basic accounting principles and financial statements
High level of accuracy and attention to detail
Strong data entry and organizational skills
Analytical mindset with the ability to work with financial data
Ability to manage routine tasks while meeting deadlines
Clear written and verbal communication skills
Ability to work independently and as part of a team
Proficiency with Microsoft Excel and accounting software
ERP system experience preferred, specifically JDE
Physical Requirements:
Employee is occasionally required to stand
While performing the duties of this job, the employee is regularly required to walk throughout the facility
This position is occasionally sedentary; Therefore, required to sit
Occasionally will need to bend, stoop and squat
Frequent lifting and/or moving up to 10 pounds and occasionally lift and/or move up to 25 pounds
Required to reach with hands and arms to handle documents and products
Must be able to enter data into a computer by use of a key board and mouse and be able to sit for long periods at his/her desk as well as occasionally visit employees throughout the building to gather data and clarify information
Work Environment:
The work environment conditions are typical of a manufacturing environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the basic functions. The noise level in the work environment ranges from quiet to moderate, however, hearing protection may be required if employee enters high noise areas as a part of their normal job duties.
Benefits:
At Bal Seal Engineering, we recognize how important your career and benefits are to you and your family. We offer a full suite of benefits, including medical, dental, vision, short and long-term disability coverage, accident insurance, critical illness insurance, basic and supplemental life insurance, employee assistance plan, retirement savings and matching, and other developmental opportunities. We are committed to supporting the way you live and work.
Bal Seal Engineering is an Equal Opportunity Employer Veterans/Disabled - Affirmative Action Employer.
This position requires using information subject to the International Traffic in Arms Regulations (ITAR). All applicants must be U.S. persons within the meaning of ITAR. ITAR defines a U.S. person as a U.S. Citizen, U.S. Permanent Resident (i.e. 'Green Card Holder'), Political Asylee, or Refugee.
$61k-94k yearly est. Auto-Apply 5d ago
Advancing Financial Adviser (Hillcrest/ Kloof/ Wyebank/ Pinetown/ New Germany)
Old Mutual Limited Ltd. 4.1
Finance consultant job in San Diego, CA
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Qualifications and Experience * A minimum of Matric or equivalent * A minimum 12 months' financial services experience as a Financial Adviser
* A minimum of Long-term Insurance Class of Business completion.
* Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
* A valid driver's licence and own car
* A clear criminal and credit check
* Proven computer literacy
* Excellent communication skills (written and verbal)
* Sound planning and organising abilities
* Ability to collate, analyse and synthesise information
* Entrepreneurial mindset
* Sound business acumen
* Grit, resilience and tenacity
* Excellent listening skills with the ability to translate customer engagements into sales.
Skills
Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Balances Stakeholders
Builds Networks
Communicates Effectively
Customer Focus
Ensures Accountability
Instills Trust
Interpersonal Savvy
Manages Complexity
Education
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
30 January 2026 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
$66k-110k yearly est. Auto-Apply 26d ago
Financial Analyst - Mid
Kros-Wise 3.6
Finance consultant job in San Diego, CA
Job Description
We are seeking a detail-oriented and proactive Mid-Level Budget Analyst to join our finance team. In this role, you will support budgeting, forecasting, financial planning, and variance analysis for departmental and organizational budgets. You will collaborate with internal stakeholders to provide financial insights and ensure fiscal responsibility in alignment with strategic goals.
Experience Description:
Assist in the preparation, formulation, and justification of multi-year budget estimates for acquisition and sustainment programs in accordance with DoD financial guidance.
Monitor and track the execution of funds across various appropriations (RDT&E, Procurement, O&M, etc.)
Conduct analysis and reconciliation of financial data to support program managers, IPT leads, and financial leadership.
Support budget exhibits, Program Objective Memorandum (POM) submissions, and Congressional budget justifications.
Prepare financial reports, obligation/expenditure benchmarks, and ad hoc data calls.
Track and update spend plans, monitor burn rates, and provide recommendations for reprogramming actions or adjustments.
Utilize tools such as Navy ERP
Requirements:
3 years' experience support Navy with financial management
Secret clearance or ability to obtain clearance
Education:
Bachelor's degree in any discipline
Benefits:
Health insurance (Medical, Dental, Vision)
401(k)
Paid time off
Life Insurance
$62k-87k yearly est. 9d ago
Finance/Accounting intern
La Jolla Lasik Institute
Finance consultant job in San Diego, CA
HELP US TAKE LA JOLLA LASIK INSTITUTE TO THE NEXT LEVEL!
Our interns have participated in the Academic Internship Program (AIP) and received credit for their internship through UCSD.
"As CEO of La Jolla LASIK Institute, I am looking for a talented and experienced finance intern to learn to manage and lead a finance team. The successful individual in this critical position will learn how to be responsible for the oversight, administration and hands on running of an overall finance team. Learning from the bookkeeper and CEO, the decisions you learn to make and effectiveness you demonstrate will be a vital factor in any future company's performance. As we significantly grow our LASIK practice during the next few years, financial reporting and decision-making will have a big impact on the company's overall success,” Angela Nahl, MD, CEO
At La Jolla LASIK Institute, we are committed to our core values:
World Class Results
Personalized Care
Professionalism
Sincerity
These values are alive at our company and we live them every day while pursuing our purpose of “We don't just improve vision. We make dreams come true.”
For the ideal candidate looking for something special and who can answer "yes" to all of the following questions, this is the opportunity for you.
• Do you love numbers and metrics?
• Do you live by the expression “Say what you are going to do and do what you've said?”
• Can you balance listening and understanding with the need to be firm?
• Are you comfortable and confident in a high-profile role within the organization?
• Is it more important for others to respect you than to necessarily be your friend?
• Do you hate office politics as much as we do?
• Are you seeking an atmosphere of open and direct communication, clear and mutually established priorities and expectations, and a culture of performance and accountability?
• Are you professional and results driven?
• Are you committed to win?
• Do you exceed people's expectations on a regular basis?
• Do you have a passion to succeed?
• Do you want to make a big mark on the success of our company that can clearly be seen by everyone?
• Do you want to work at a company that is driven to reshape its industry?
If you answered "yes" to these questions, we want to meet you!
Our Company:
La Jolla LASIK Institute is a successful locally-owned and privately-funded eye institute. With a highly personalized and medically world-class system of patient care, La Jolla LASIK Institute makes dreams come true for people frustrated with the limitations of glasses and contact lenses. While many LASIK companies have gone out of business or are struggling mightily, La Jolla LASIK continues to grow and is positioned to continue to more than double revenues again this year.
The Position:
La Jolla LASIK Institute is seeking a business and finance intern. This position will be hands-on in all financial and business reporting aspects of our company. The business and finance intern will be expected to be a useful voice in business and financial planning. As the company grows, the intern will have the opportunity to learn and grow into more responsibility.
Learn to take on the following Responsibilities:
Develop, create, and track daily, weekly, monthly, quarterly and yearly key performance indicators.
Ensure all electronic and paper filing systems are current and well organized.
Create a new budgeting process that also tracks actual expenses.
Analyze current software, recommend any changes and implement recommendations.
Work with bookkeeper to ensure accuracy of financial statements.
Complete special projects and additional duties as required.
The ideal candidate will be able to make and implement many of the above decisions on his/her own once competency has been demonstrated to senior management.
Assist clinic with administrative tasks, eg. organizing patient ledgers
At La Jolla LASIK Institute, your values, abilities, and demonstrable track record of success are more important than direct experience. The ideal candidate will fit the following criteria:
Major in Accounting, Economics, Management Science, Mathematics, or Statistics preferred.
Strong ability in Excel
Experience with Quickbooks a plus but not required
Previous experience in accounting
Great communication skills
Excellent analytic skills and strong attention to detail.
Strong computer skills, specifically with GSuite programs
Location:
La Jolla, California
ID:
844406
Employer:
La Jolla LASIK Institute
Posting Date:
September 14th, 2018
Expiration Date:
September 14th 2019
Division:
Ophthalmology, Optometry, Health Care, Medicine
Organization Description:
La Jolla LASIK Institute
Desired Major(s):
Economics, Mathematics, Math-Computer Science, Business Analytics, Management Science, Applied Mathematics, Rady MBA, Master Business Analytics, Master Finance, Leadership of Healthcare Organizations, Data Science and Engineering, Master Business Administration, Master of Finance, Graduate Students, Grad student, Applied Math, Data Science
Desired Minor(s):
Accounting, Business, Management Science, Math-Computer Science, Mathematics (Applied), Economics, Mathematics Education, Mathematics
Job Function:
Administrative, Consulting, Engineering, Entrepreneurship, Financial Services, Healthcare, Management Information Systems, Management/Administration, Marketing/Sales, Operations/Logistics, Public Relations/Advertising, Writing/Editing
Duration:
1 year minimum
Approximate Hours Per Week:
10
Desired Start Date:
October 10th, 2018
Salary Level:
Unpaid
Contact Information
Apply through hiring portal only.
Phone calls and emails are not accepted.
Additional Documents
Cover Letter, Unofficial Transcript, Other Documents
Documents Required
Cover Letter, Unofficial Transcript, Other Documents
Requested Document Notes
cover letter, transcript, resume, and a joke
Travel Percentage
No Travel
Important Dates
Posted On:
September 14th, 2018
Application Deadline
September 14th, 2019
Apply through hiring portal only.
Phone calls and emails are not accepted.
How much does a finance consultant earn in Encinitas, CA?
The average finance consultant in Encinitas, CA earns between $54,000 and $123,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Encinitas, CA
$82,000
What are the biggest employers of Finance Consultants in Encinitas, CA?
The biggest employers of Finance Consultants in Encinitas, CA are: