Cost Estimating Analyst
Finance consultant job in San Diego, CA
Title: Cost Estimating Analyst
Company: Technology Solutions
Compensation: $80,000 to $95,000 base + discretionary bonus + strong benefits package
This role plays a key part in shaping competitive bids and proposals. As a Cost Estimating Analyst, you will build clear, defensible financial models from complex technical inputs. You will work closely with cross functional teams to validate data, assess risks, and present well supported estimates to leadership. This is a collaborative, high visibility position where you will grow from managing smaller work packages to leading full proposal efforts with mentorship and exposure to senior leaders.
Responsibilities:
Develop, validate, and document cost estimating models aligned to work breakdown structures and project requirements
Review and challenge inputs, evaluate assumptions, and ensure estimates reflect accurate scope, timing, and resource needs
Translate RFPs, milestones, and risk documentation into financial deliverables including cash flow models, P and L supporting schedules, and review packages
Partner with engineering, supply chain, program management, and contracts to gather and confirm cost data
Participate in executive reviews and progressively take on presentation responsibilities
Support continuous improvement by enhancing templates, tools, and estimating processes
Qualifications:
Three to five years of experience in cost estimating, pricing, or financial analysis, ideally with government RFP exposure
Advanced Excel capability with experience building models from scratch
Analytical mindset with a willingness to question data and dig deeper into details
Strong communication and presentation skills with the ability to explain assumptions and rationale
Bachelor's degree in Finance, Accounting, Engineering, or related field preferred, equivalent experience considered
Ability to thrive in deadline driven and fast changing environments
Experience with ERP or CRM systems such as NetSuite or Salesforce is a plus, international bid exposure is also beneficial
Location:
Remote role with occasional domestic travel for training and proposal work.
Compensation and Benefits:
Base salary range: $80,000 to $95,000, based on experience, location, and qualifications plus discretionary bonus and strong benefits package
Comprehensive health benefits, flexible spending accounts, 401(k) with company match, and paid time off
Analyst - Investor Services
Finance consultant job in San Diego, CA
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview:
Stepstone Group is seeking an experienced Investor Services Analyst. The Analyst will provide general support to the larger team structure executing daily onboarding tasks in a centralized work breakdown structure. The Analyst will report and support daily to asset class team leaders to support volume, daily prioritized processing and identification / escalation of high-risk items. The role requires experience with managing the AML / KYC review process, investor onboarding support, vendor management, reporting and data / analytics. The Analyst role will support product managers closely and over time provide dedicated coverage to a specific asset class. The role focuses to maintain robust data and produce final investor register deliverables for each fund close. The ideal candidate will support senior team members with all operational aspects of tracking the fundraise including serving as a first line of defense for investor questions and needs during the subscription process. The ideal candidate will support clients directly in close coordination with review providers from initiation up until close. The successful candidate should have experience collaborating across internal groups with a data-oriented mindset fostering strong relationships with vendors and internal teams. The role requires extreme organization a strong desire to build, an entrepreneurial spirit and solutions-oriented mindset. Experience with Salesforce, accounting platforms or workflow systems is preferred with a strong understanding of fund accounting principles and familiarity with the investment subscription process. Strong understanding of risk management practices and escalation protocol to senior team members.
Team and Function:
Fund Onboarding is a newly established dedicated function and serves as an enterprise service within the Business Development team at Stepstone Group A Global team focused on spearheading all core Fund and LP onboarding activities across all asset classes. This includes supporting all active fundraising activities for StepStone product offerings in the market. Working in close coordination with Business Development, Legal, Compliance, Accounting and Fund Counsel to proactively manage each LP's subscription process from front to finish to both ensure compliance and commercial success in a white glove manner. Oversight of the extended review and approval process ensuring jurisdictional requirements are met and satisfied with our partners globally. The team has a major focus on enhancing the client experience through a more modern, curated and closely supported process with minimal touch points. Oversight of our vendor platform and collated review process ensures that all client information and documents are leveraged, redundant questions are removed, and all requested items are coordinated with the fund and client expectations. The team is focused on building the foundation and operating framework to enable digitization of the subscription process for LPS and GPs with the objective of capturing better client information that can be utilized both internally and leveraged by our own clients as they subscribe to our funds.
Key Responsibilities:
Fund system setup to reflect structure and activate fund to facilitate digital AML / KYC / Subscription review. This includes capturing fund terms within StepStone CRM and respective systems in advance of each fund launch.
Coordinate and systematize the initiation and tracking of each LP subscription centrally to ensure timely and appropriate access to digital subscription platform.
Manage and maintain a master fund onboarding tracker including live key details and changes across all active fundraises and asset classes. Work to manage updates with validation across owners on daily basis.
Work in close coordination with vendors to ensure each LP profile in constructed to leverage prior submissions including documentation and information to construct each client profile before becoming available.
Oversee and support larger review progress across AML / KYC, subscription, Tax and Fund Counsel with a focus on minimal interactions including timely collated review feedback for investors.
Promote timeliness, accuracy and enforce policy standards across extended onboarding teams and third-party providers.
Create all draft and final CRM entries including capturing more extensive data regarding fees and LP referential information in accordance with data template standards including contact management and portal access submission.
Obtain final sign off for each fund close and LP register across stakeholders. Capture and digitize key details from final subscription document adhering to standard templates for each commitment.
Provide timely and accurate fund register deliverable to administrators within 1 week of each closing.
Manage and oversee relationships with external vendors, ensuring they meet or exceed contractual obligations and performance standards.
Clearly communicate expectations to vendors and internal teams, conducting regular check-ins to monitor progress and address any issues promptly.
Implement and uphold high standards and policies throughout the fund onboarding process, ensuring compliance, and addressing deviations.
Regularly review and update onboarding standards and risk protocols to adapt to changing regulatory environments and internal policies.
Understand and manage exception policy and review requirements and implement into daily operating practices ensuring alignment with policies and commercial strategies alongside the product team.
Required Skills and Experience:
Bachelor's degree in finance, Business Administration, or a related field. Relevant certifications in project management or compliance are a plus.
1-3 years proven experience in fund onboarding, finance, or a related field, with a strong background in vendor management.
Exceptional organizational skills and attention to detail, with the ability to manage multiple projects simultaneously in a fast-paced environment.
Strong interpersonal and communication skills, capable of building and maintaining relationships with internal teams, vendors, and product managers.
Strategic mindset, with the ability to anticipate potential issues and implement effective solutions.
Familiarity with legal and regulatory requirements related to fundraising and fund management.
Courteous, polite, and supportive always to our clients, internal business partners and extended vendor-based onboarding team
Adaptive and flexible, capable of navigating changing priorities and requirements.
Advanced capabilities in Microsoft applications including excel
Salary Range: $70,000 - $80,000
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Auto-ApplyPrincipal Financial Analyst
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.
Auto-ApplyReal Estate Investment Specialist
Finance consultant job in Del Mar, CA
Job Description
Investment Sales Opportunity
Marcus and Millichap Del Mar is seeking a licensed commercial real estate professional who is motivated to learn to specialize in investment sales while earning rewarding commissions. With a respected national platform and a strong local presence, this opportunity provides structure, mentorship, and support for long-term success in the North County and coastal commercial markets.
First year earning potential when hitting goals: $160,000+
In this opportunity, you will learn to work with private and institutional investors, identify acquisition and disposition opportunities, analyze property performance, and guide transactions from initial outreach through closing. Candidates with backgrounds in sales, finance, or real estate are encouraged to apply, particularly those seeking hands-on deal exposure and a clear development path within a proven model.
You will be supported through direct collaboration with experienced producers, advanced technology, and structured mentorship. With access to robust research tools, organized data resources, and a defined onboarding plan, you will gain practical transaction experience and learn to build confidence in commercial investment sales.
Added Value:
Active focus within the North County and coastal commercial markets
Broad investor data resources and research capabilities
Direct mentorship from experienced investment brokers
Hands-on transaction experience across multiple property types
Access to CoStar MLS and Salesforce CRM
MNET listing and marketing platform
Research tools, including Lexis Nexis and proprietary analytics
Ongoing training through Marcus and Millichap University
Structured onboarding plan with defined ninety-day benchmarks
If you are ready to learn to expand your commercial real estate career with the support of a respected national brokerage, we would like to connect.
Compensation:
$160,000 at plan
Responsibilities:
Gain trust with prospects to overcome objections and facilitate a signed contract
Use market trends, comps, data research, site walks, and outreach to assess property value and condition
Follow up on all leads and requests for information
Perform due diligence on real estate market and geographical trends, partnership and investment models, and prepare contracts, letter of intent, and other business administration paperwork to ensure sales
Utilize the CRM daily to track all necessary contact interaction details and monitor sales process
Qualifications:
Requires an enthusiastic passion for real estate asset sales and goal-oriented personality
Must have exceptional written and verbal communication skills, and superior phone skills to set and close appointments
About Company
Marcus & Millichap Del Mar is a top-performing commercial real estate office, offering a fast-paced, professional environment for agents focused on building long-term success. With access to industry-leading tools, structured training, and daily mentorship from experienced advisors, this is a strong opportunity for both new and transitioning agents.
Whether you're focused on investment sales, multifamily, retail, or net-leased properties, you'll be supported by a collaborative culture that values development, performance, and integrity. From the 5-month agent development program to ongoing coaching, you'll gain the skills, systems, and confidence to grow your business the right way.
Backed by a national platform and a respected brand, Marcus & Millichap Del Mar is where driven agents come to thrive. Who you work with matters-and here, you're surrounded by professionals who are committed to your success.
Advisor, Financial Planning and Analysis
Finance consultant job in San Diego, CA
What Financial Planning & Analysis contributes to Cardinal Health
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
Job Summary
This is a high impact role supporting the Manager, Financial Planning and Analysis of the newly combined Advanced Diabetes Supply Group (ADSG) & Edgepark Direct-to-patient medical supplies businesses within Cardinal Health's at-Home Solutions business unit:
The ideal candidate should demonstrate proficiency in financial budgeting, forecasting, and variance analysis. This role provides an opportunity for a driven, results-focused professional to support the development of meaningful financial insights that will enable business growth and continuity.
ADSG & Edgepark's vision is to empower patients to have affordable medical products provided within the sanctity of their own home as they work through chronic medical conditions. This business is driven to support the greater goals of heath care by improving quality of care and facilitating a world class supply chain to enable growth.
Responsibilities
Assist with the budgeting and forecast process including managing key dates and deliverables with operational leaders, maintaining and standardizing templates for the newly combined business
Analyze monthly financial performance against budgets and forecasts, identifying key variances and trends to inform operational and executive decisions
Collaborate with accounting and operational leaders to understand cost drivers, revenue cycles, and productivity metrics unique to the business
Assist in preparing financial reports to be presented to operational leadership, translating complex data into clear, actionable insights
Contribute to the on-going integration of ADSG and Edgepark businesses, including learning and standardizing reporting methods within different domains
Develop Financial and Operational KPIs used to enhance reporting and measure profitability of the business
Opportunity to improve self-service reporting tools to reduce ad hoc reporting requests from operational and executive leadership
Leadership & Communication
Timely & effective communication with other departments around practice performance, challenges, opportunities, and other relevant topics
Growth mindset and change/transformation capabilities
Mentor junior analysts, providing guidance on budgeting, forecasting, and business partnering
Problem-solving mindset with an orientation to work through challenging goals
Qualifications
BA or BS in Finance, Accounting, or related field is preferred, an Advanced Degree is a plus
Intermediate to advanced Microsoft Excel skills, preferred
Experience in Tableau and Alteryx is a plus
Experience working in or supporting healthcare companies is a plus
Previous experience in financial reporting, budgeting, forecasting, and long-term strategic planning
Strong business acumen with the ability to translate financial data into meaningful insights to operational and executive leadership
Anticipated salary range: $90,600 - $129,400
Bonus eligible: No
Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
Medical, dental and vision coverage
Paid time off plan
Health savings account (HSA)
401k savings plan
Access to wages before pay day with my FlexPay
Flexible spending accounts (FSAs)
Short- and long-term disability coverage
Work-Life resources
Paid parental leave
Healthy lifestyle programs
Application window anticipated to close: 1/17/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.
Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
To read and review this privacy notice click
here
Auto-ApplySummer Intern, Finance Candidate Pool - San Diego
Finance consultant job in San Diego, CA
Launch Your Finance Career-Join Hologic's Summer Internship Program!
Ready to kickstart your future in corporate finance, FP&A, internal audit or accounting? As a Hologic Intern, you're not just picking up a summer job-you're joining a global team of creative, driven people who genuinely care about making a difference. Our internship experience is designed to help you shine, learn from the best, and work on projects that matter.
What you'll be up to during your 10-12 week adventure:
Dive into real-world projects in one of our finance functional areas: Corporate Accounting, FP&A, Treasury, Divisional Finance, Finance Operations, or Internal Audit
Analyze data, solve problems, and help drive smart business decisions
Get hands-on with budgeting, forecasting, reporting, or auditing (depending on your placement)
Collaborate with teammates and learn how finance powers innovation in healthcare
Present your work, ideas, and recommendations to leadership (don't worry, we love questions!)
Who we're hoping to meet:
You can work full-time during the summer (May/June - August/September).
You're currently working on your Bachelor's degree, with at least one semester left after the internship.
Your major is in Accounting, Finance, or Economics.
You're heading into your senior year.
You know how to get your point across, whether you're writing or speaking.
You have strong organizational, problem-solving, and analytical skills.
You're a natural leader and make smart decisions independently.
You're friendly, enjoy working with others, and can build relationships easily.
Location, pay & other important details:
You can work onsite at our San Diego, CA campus. Heads up: intern housing, relocation, and housing stipends aren't provided, so you'll need to have your living situation and transportation sorted out.
Pay range: $23 - $25 per hour, based on your class standing and operational function.
The chance to work with a team that's genuinely invested in your growth.
Networking, mentorship, and skill-building opportunities-all designed to help you thrive.
Take your internship to the next level at Hologic!
On top of hands-on experience in your field, our College Relations team will hook you up with opportunities to learn about the company, meet leaders, and build the skills you'll need to launch your career. Consider this your backstage pass to the future of healthcare innovation.
Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans.
#LI-EK1
Auto-ApplyCorporate FP&A Analyst
Finance consultant job in San Diego, CA
Westcore is a fully-integrated commercial real estate investment company with institutional scale and capabilities, that operates with the speed and adaptability of opportunistic entrepreneurs. Westcore has a dynamic track record of real estate investing going back to its founding in 2000. We focus on well-located industrial properties in the United States. We are a vertically integrated company with expertise in all facets of real estate investment management: acquisitions, finance, asset management, leasing, construction and building operations.
To better support our Finance Department and the anticipated doubling of our portfolio over the next few years, Westcore is looking for a well rounded Corporate FP&A Analyst or Senior FP&A Analyst.
POSITION SUMMARY
This position will focus on aspects related to real estate corporate finance, asset management, and investor reporting with leadership and mentorship responsibilities. This includes providing investment analysis and valuations of currently owned properties to asset management, leading the budget and reforecast process, maintaining cash flow models of company assets, and preparing investor reports of the performance of each fund to our capital partners. A candidate will have a strong analytical and quantitative background as well as polished written and verbal communication skills with a desire to develop their expertise in real estate finance.
CORE ROLES & RESPONSIBILITIES:
Provide investment analysis for assets under management by maintaining property cash flow models in Argus and evaluating the financial impact of strategic decisions both at the property and company level.
Lead the company's budget and reforecast process coordinating with all departments to determine future revenue projections and capital needs and providing property and investor level reporting of performance.
Responsible for quarterly valuation models of company assets using discounted cash flow models and Argus.
Provide financial performance presentations for internal stakeholders
PRIMARY DUTIES: (The below list is not comprehensive, and priorities will change on a day to day basis)
Respond to any request from capital partners as it relates to the future property cash flow, capital needs, and valuations
Support the preparation of investor reports to our capital partners which include monthly and quarterly deliverables as well as board level material
Provide investment analysis on decisions related to leasing and capital expenditures
Provide operations team internal reporting and resources that provide useful transparency on property level assumptions and performance
Prepare executive team a portfolio snapshot and monthly dashboard of properties for each venture
Update property cash flows in Argus to help inform how strategic decisions impact the business plan
Assist in the onboarding of new acquisitions into asset management by preparing property level reporting to the operations team
Track historical performance of assets updating financial models and presenting findings and KPI's to the executive team and make recommendations on maximizing returns
DESIRED SKILLS AND EXPERIENCE:
BA/BS degree in Finance, Real Estate, Economics, Math, or related field
Graduate degree, CFA, or CPA a plus
Highly proficient in Argus Enterprise and Excel preferred
Experience in Yardi Voyager and Elevate a plus. Experience in Power BI a plus
2-3+ years of commercial real estate, investment management, and financial analysis experience
CORE VALUES
Westcore values its employees and works to create an environment where professional and personal growth can be achieved. We look for motivated individuals who share our commitment to excellence. Our employees are supported by an environment where mentoring is encouraged, and where tools and resources to succeed are readily available. Our company lives by its values, treating each other with respect and consideration at all times.
Integrity: We behave ethically, honestly and respectfully.
Excellence: We execute brilliantly. We are accountable for our performance and deliver high quality results.
Teamwork: We are a group of people with diverse talents working to produce positive synergistic results.
Balance: We work hard while embracing our commitment to family, friends and community.
Commitment: We foster a culture of service, responsiveness, accountability, and professionalism.
Auto-ApplyFinancial Advisor
Finance consultant job in San Diego, CA
Job Description
Financial Sales Advisor - Newport Beach, CA
Who We Are:
Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services.
If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs.
You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry.
Who we are seeking:
Ideally, 1-2+ years of sales or business development experience
Local natural market & strong prospecting ability (cold calling, networking, etc.)
History of success (can be in sales, sports, education, etc)
Energized by mentorship & collaboration
Bachelor's Degree strongly desired or equivalent working experience
Preferred but not required:
Licensure: CA Life & Health, SIE, Series 7 & Series 66
*Licensing will need to be obtained*
Responsibilities:
Build and maintain strong relationships with clients to understand their financial needs and objectives
Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies
Stay up-to-date on market trends, economic conditions, and investment products
Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions
Compensation & Perks:
Supplemental Salary, Commissions, Bonuses & Rewards programs
Vast array of broker/dealer & investment advisory platforms
Dedicated transition support & firm leadership opportunities
Product specialists support & Practice management coaches
Flexible scheduling, company-paid luncheons/events
Expected Pay: $55,000.00 - $75,000.00 per year
Benefits:
Flexible schedule
Professional development assistance
Referral program
Compensation package:
Bonus opportunities
Commission pay
Weekly schedule:
Monday to Friday
Work setting:
In-person
Office
Student Financial Center Advisor (Student Services Professional II)
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:
Financial Analyst
Finance consultant job in San Diego, CA
Serco is seeking a **Financial Analyst** to join our dynamic fast-paced team to handle full life-cycle program finances. This role calls for a well-rounded ambitious self-starter who thrives in a fast-paced, demanding environment. Key attributes we are seeking for this role is the ability to multitask and prioritize deliverables, strong Excel acumen, familiar with financial systems and data warehouses, excellent communication skills, and a desire to learn program finances across various contract types. The selected individual will consistently demonstrate high levels of technical and professional intelligence and quickly assimilate new information. The successful candidate will have a strong work ethic and a drive to influence positive change.
As a Financial Analyst you will be responsible for conducting routine financial analysis supporting multiple projects (e.g. EACs and Customer Deliverables) and ad hoc reporting as required. You will be familiar with a variety of the field`s concepts, practices, and procedures, relying on experience and judgment to plan and accomplish goals. Works under general supervision; typically reports to a supervisor or manager.
**This position will be a hybrid work schedule out of our San Diego, CA, Chesapeake, VA or Charleston, SC office - may consider full time teleworking dependent on selected candidate**
**In this role, you will:**
+ Provide cost, schedule and funding planning, reporting, monitoring and analysis support to Program Managers including Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets/EACs and schedules.
+ Support accounts receivable as required during the billing processing, to include invoice backup when required.
+ Monitor billing status and unbilled issues, working with Contracts, Accounting and PMO to resolve issues in a timely manner.
+ Oversee preparation of subcontractor and vendor accruals as services/goods are received in accordance with GAAP/IFRS and internal policies to ensure that the project´s cost/commitment is accurately captured and reported internally and externally.
+ Support the monthly business rhythms of both the program and finance organizations, including participating in and supporting meetings and program reviews.
+ Administer formal aspects of program control in accordance with generally accepted accounting principles, corporate policies, and government regulations.
+ Complete finance inputs for project set up and revenue recognition in compliance with contractual terms, conditions and requirements.
+ Liaison between operations and other administrative support organizations on financial issues.
+ Interfaces with subcontractors, vendors, and customers as required.
MEET YOUR RECRUITER!
**Qualifications**
**To be successful in this role you will have:**
+ U.S Citizenship required
+ A Bachelor's degree
+ Minimum 2 years of professional experience in a related field
+ Knowledge of general and corporate business practices, government contracting regulations and principles, and accounting and finance principles
+ Advanced Proficiency in MS Excel
+ Demonstrated ability to work as part of a collaborative team with a focus on high professional standards, strong follow-up and successful project execution
+ Ability to travel up to 10%
**Additional desired experience and skills:**
+ Preferred knowledge of FAR/DFAR, DCAA compliance and audits
+ Versed in various contract vehicles, i.e., CPAF, CPFF, LOE, FPLOE, FFP, T&M, IDIQs, etc.
If you are interested in supporting and working with passionate Serco team- then submit your application now for immediate consideration. It only takes a few minutes and could change your career!
**Company Overview**
Serco Inc. (Serco) is the Americas division of Serco Group, plc. In North America, Serco's 9,000+ employees strive to make an impact every day across 100+ sites in the areas of Defense, Citizen Services, and Transportation. We help our clients deliver vital services more efficiently while increasing the satisfaction of their end customers. Serco serves every branch of the U.S. military, numerous U.S. Federal civilian agencies, the Intelligence Community, the Canadian government, state, provincial and local governments, and commercial clients. While your place may look a little different depending on your role, we know you will find yours here. Wherever you work and whatever you do, we invite you to discover your place in our world. Serco is a place you can count on and where you can make an impact because every contribution matters.
To review Serco benefits please visit: *********************************************************** . If you require an accommodation with the application process please email: ******************** or call the HR Service Desk at ************, option 1. Please note, due to EEOC/OFCCP compliance, Serco is unable to accept resumes by email.
Candidates may be asked to present proof of identify during the selection process. If requested, this will require presentation of a government-issued I.D. (with photo) with name and address that match the information entered on the application. Serco will not take possession of or retain/store the information provided as proof of identity. For more information on how Serco uses your information, please see our Applicant Privacy Policy and Notice (**************************************** .
Serco does not accept unsolicited resumes through or from search firms or staffing agencies without being a contracted approved vendor. All unsolicited resumes will be considered the property of Serco and will not be obligated to pay a placement or contract fee. If you are interested in becoming an approved vendor at Serco, please email ********************* .
Serco is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
**Pay Transparency**
Our Total Rewards package includes competitive pay, performance-based incentives, and benefits that promote well-being and work-life balance-so you can thrive both professionally and personally. Eligible employees also gain access to a wide range of benefits from comprehensive health coverage and health savings accounts to retirement plans, life and disability insurance, and time-off programs that support work-life balance. Program availability may vary based on factors such as contract type, location, hire date, and applicable collective bargaining agreements.
Salary range: The range for this position can be found at the top of the posting. This range is provided as a general guideline and represents a good faith estimate across all experience levels. Actual base salary will be determined by a variety of factors, including but not limited to, the scope of the role, relevant experience, job-related knowledge, education and training, key skills, and geographic market considerations. For roles available in multiple states, the range may vary to reflect differences in local labor markets. In addition to base salary, eligible positions may include other forms of compensation such as annual bonuses or long-term incentive opportunities.
Benefits HIGHLIGHTS - Comprehensible Benefits for Full-time Employees (Part-time members receive a customized package tailored to their role).
+ Medical, dental, and vision insurance
+ Robust vacation and sick leave benefits, and flexible work arrangements where permitted by role or contract
+ 401(k) plan that includes employer matching funds
+ Tuition reimbursement program
+ Life insurance and disability coverage
+ Optional coverages you can buy, including pet insurance, home and auto insurance, additional life and accident insurance, critical illness insurance, group legal, ID theft protection
+ Birth, adoption, parental leave benefits
+ Employee Assistance Plan that includes counseling conditions
+ Specific benefits are dependent upon the specific contract as well as whether the position is covered by a collective bargaining agreement or the Service Contract Act.
To review all Serco benefits please visit: ***************************************** .
Serco complies with all applicable state and local leave laws, including providing time off under the Colorado Healthy Families and Workplaces Act for eligible Colorado residents, in alignment with our policies and benefit plans. The application window for this position is for no more than 60 days. We encourage candidates to apply promptly after the posting date, as the position may close earlier if filled or if the application volume exceeds expectations. Please submit applications exclusively through Serco's external (or internal) career site. This is a U.S.-based role. If an applicant has any concerns with job posting compliance, please send an email to: ******************** .
Click here to apply now (************************************************************************************************************************
**New to Serco?**
Join our Talent Community! (***************************************************
**ID** _71746_
**Recruiting Location : Location** _US-CA-San Diego_
**Category** _Finance_
**Position Type** _Full-Time_
**Security Clearance** _None_
**Telework** _Yes - May Consider Occasional/Part Time Teleworking for this position_
**Salary Range/Amount** _$63278.00 - $94918.00_
Easy ApplyFinancial Analyst - Mid
Finance consultant job in San Diego, CA
We are seeking a detail-oriented and proactive Mid-Level Budget Analyst to join our finance team. In this role, you will support budgeting, forecasting, financial planning, and variance analysis for departmental and organizational budgets. You will collaborate with internal stakeholders to provide financial insights and ensure fiscal responsibility in alignment with strategic goals.
Experience Description:
Assist in the preparation, formulation, and justification of multi-year budget estimates for acquisition and sustainment programs in accordance with DoD financial guidance.
Monitor and track the execution of funds across various appropriations (RDT&E, Procurement, O&M, etc.)
Conduct analysis and reconciliation of financial data to support program managers, IPT leads, and financial leadership.
Support budget exhibits, Program Objective Memorandum (POM) submissions, and Congressional budget justifications.
Prepare financial reports, obligation/expenditure benchmarks, and ad hoc data calls.
Track and update spend plans, monitor burn rates, and provide recommendations for reprogramming actions or adjustments.
Utilize tools such as Navy ERP
Requirements:
3 years' experience support Navy with financial management
Secret clearance or ability to obtain clearance
Education:
Bachelor's degree in any discipline
Benefits:
Health insurance (Medical, Dental, Vision)
401(k)
Paid time off
Life Insurance
Wealth Advisor Associate Intern
Finance consultant job in San Diego, CA
As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team ! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor's degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP!
As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You're articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people's lives parallels your drive for personal and professional growth.
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
Day-to-Day as Wealth Advisor Associate Intern:
Work with a high-performing & growth-oriented team of advisors
Provide technical and financial support to the advisor team
Contribute to research projects
Create client presentation materials
Be exposed to ongoing client service, sales presentations, and new client onboarding
Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting positions
What You Bring as Wealth Advisor Associate Intern:
Self-starter with a proactive approach to asking questions and problem-solving
Basic knowledge base across investments, economics, accounting, and financial planning
A desire to learn more about the wealth management industry
Excellent attention to detail, multi-tasking, and time management skills
Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
Outstanding ability to communicate, present, and influence your team
Requirements :
Graduation date in the Spring of 2027
Able to commit 15-29 hours a week throughout your Senior year
Start date in May 2026
Job Type : Part-time, hourly, non-exempt
Location : This position is based out of our office in San Diego. This is an in-office position.
Salary : $22/hour
Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects, too!
Auto-ApplyFinance & Accounting Intern
Finance consultant job in San Diego, CA
Job Title:
Intern, Finance and Accounting
Reports to:
Senior Director, Finance and Accounting
, LLC
Tang Capital Management, LLC (Tang Capital) is an investment firm with offices in San Diego and New York.
Position Summary
The Finance & Accounting Intern is responsible for supporting the Finance and Accounting team with a variety of projects, data entry, financial reporting, and month-end close responsibilities. This role provides the opportunity to gain hands-on experience in accounting, financial analysis, and investment operations, with direct exposure to Tang Capital's real estate tax lien certificates investment portfolio and broader asset portfolio.
Essential Duties and Responsibilities
Assist with the month-end close process, including preparing journal entries and reconciliations under supervision
Create and maintain financial models to support portfolio and transaction analysis
Support preparation of internal financial statements and related schedules
Research accounting guidance and assist in determining appropriate treatment of transactions
Help account for public and private capital transactions
Manage and track cash flow between internal entities
Assist with treasury activities, including monitoring cash movements and maintaining records
Support annual financial statement audits and other compliance requests
Collaborate with internal teams on ad hoc projects and reporting requests
Demonstrate proficiency with Microsoft Excel and contribute to data organization and reporting
Execute other duties as assigned
Qualifications
Actively pursuing a Bachelor's Degree in Accounting, Finance, or related field with intent to obtain CPA license
Minimum 3.5 GPA preferred
Strong academic foundation with coursework in accounting and/or finance
Highly organized with strong attention to detail and accuracy
Proficiency in Microsoft Excel; familiarity with Word, PowerPoint, and Access a plus
Excellent written and verbal communication skills
Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines
Willingness to learn and adapt in a fast-paced environment
Interest in pursuing a career in accounting, finance, or investment management
Finance/Accounting intern
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.
Student Financial Center Advisor (Student Services Professional II)
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 *****************.
Financial Analyst I - CNSP
Finance consultant job in San Diego, CA
Financial Analyst will provide the Pacific Fleet with financial and account support. The position will require leadership to ensure that financial analysis and other management functions are completed to support fleet financial operations. The ideal candidate will be able to proactively recommend solutions and provide advice to the client on a regular basis. Secret security clearance required.
Requirements
Recent experience in the use of various supply and financial systems such as N-ERP, SABRS, STARS-FL, Continuous Monitoring Program (CMP), Relational Supply (R Supply), and Command Financial Management System (CFMS).
Recent experience with the various websites and tools such as Wide Area Workflow (WAWF), Federal Logistics (FEDLOG) Library, One Touch System (OTS), Web Visual Logistics Information Processing System (WebVLIPS) and Electronic Document Access (EDA) in order to accomplish the research and validation of obligations and disbursements.
Ability to proactively conduct data collection, research, analysis
Experience maintaining financial reports
Experience developing budgets, conducting validation and reconciliation of budget in execution
Benefits
Since 1993, ITP has been providing reliable, cost-effective solutions to meet our customers' goals and objectives in the commercial and public marketplace. We are Women Owned Small Business Certified with a GSA IT 70 Schedule and a Navy SeaPort-e contract. We offer a full range of benefits, Health, 401K, Life, Disability, Student Loan Help, Bonuses...etc.
Smart? Motivated? Ready to roll? You'll feel right at home at ITP. Where creativity is encouraged, initiative is rewarded, and reputations are made. A career here translates into continual opportunities to grow and expand on what you can do as we help clients become high-performance organizations.
There's no better place to grow your career! If you wish to be part of this dynamic opportunity, please apply to this job posting.
Auto-ApplyNavy DTS Financial Analyst
Finance consultant job in Coronado, CA
Job Title:
Financial Analyst
Coronado, CA
Salary:
$60K
Clearance:
Secret
Travel:
Not Anticipated
Purpose: The purpose of this task is to perform duties in support of the customers Travel Program. Efforts will include, but are not limited to; performing the 'reviewer' routing official function, reconciliation of travel transactions and reporting in accordance with prescribed policy, guidelines and timelines and customer service for the customer and subordinate command's travelers.
Responsibilities (include but not limited to):
Perform the reviewer routing official function in the prescribed travel system e.g. Defense Travel System (DTS).
Perform reconciliation of travel transactions in the prescribed feeder and official accounting systems e.g. Funds Administrator and Standard Document Automation System (FASTDATA), Standard Accounting and Reporting System/Field Level (STARS/F), Standard Accounting, Budgeting and Reporting System (SABRS)
Maintain and update required documentation to support the Dormant Accounts Review Quarterly (DAR-Q) and audit readiness.
Create, update and distribute travel reports (to include but not limited to an Un-submitted Ver: Jun 2016 voucher report & SOU and Cardholder Training Report).
Assist customers with travel related questions e.g. voucher/authorization processing.
General Requirements:
Have a minimum of 5 years specialized experience using Defense Travel System (DTS).
Have a minimum of 5 years' specialized experience in DoD/DON travel processing/policies in order to ensure the contractor is equipped with the particular knowledge, skills and abilities to perform successfully the duties of the position.
Have an active Secret Clearance.
Be able to operate a Personal Computer (PC) with common/standard business software programs. Be proficient in Microsoft Office application, to include Word, Outlook, Excel and PowerPoint.
Possess an excellent work ethic.
Have excellent verbal and written communication skills.
Pay strong attention to detail and be highly accurate in performing all tasks.
Perform duties independently, with minimal oversight.
Be able to write correspondence in a military format, when necessary.
Navy experience preferred.
Specific Requirements
Perform the reviewer routing official function in the prescribed travel system e.g. Defense Travel System (DTS).
Perform reconciliation of travel transactions in the prescribed feeder and official accounting systems e.g. Funds Administrator and Standard Document Automation System (FASTDATA), Standard Accounting and Reporting System/Field Level (STARS/F), Standard Accounting, Budgeting and Reporting System (SABRS)
Maintain and update required documentation to support the Dormant Accounts ReviewQuarterly (DAR-Q) and audit readiness.
Create, update and distribute travel reports (to include but not limited to an Un-submitted Ver: Jun 2016 voucher report & SOU and Cardholder Training Report).
Assist customers with travel related questions e.g. voucher/authorization processing.
About Our Company:
As a Service Disabled, Veteran Owned Small Business (SDVOSB) we are a provider of Information Technology (IT) professional services, software solutions and professional development training. Our core competencies evolved from leveraging IT enablers for knowledge management with an emphasis on Web Based Knowledge Portals and Portal Services, Server/System Services, SharePoint Development and System Administration and SQL Server Services. Our capabilities have expanded to include software development, technical training support and field support services.
Guiding Principles
Satisfy the customer - "Exceed expectations"
Set the Example - "Be out front"
Be Responsive - "Timing is everything"
Persevere - "Find a way"
Benefits
PTP offers a comprehensive benefits program:
Medical insurance
Dental insurance
Vision insurance
Supplemental benefits (Short Term Disability, Cancer & Accident).
Employer-sponsored Basic Life & AD&D Insurance
Employer-sponsored Long Term Disability
Employer-sponsored Value Adds - FreshBenies
401(k) with matching
Holidays and Annual Leave
10 Paid Holidays
120 hours PTO accrual per year
College Financial Representative, Internship Program
Finance consultant job in San Diego, CA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyAnalyst - Investor Relations
Finance consultant job in San Diego, CA
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview
StepStone Group is seeking a highly motivated Analyst to join our Product Management (Investor Relations) team within Enterprise Services. This role offers a unique opportunity to gain broad exposure across private markets by supporting a variety of investment strategies and client engagement initiatives. The Analyst will contribute to the full lifecycle of fund and product management, including marketing, investor communications, and cross-functional collaboration. This is an ideal role for someone interested in building a strong foundation in private markets and financial services.
Responsibilities:
Support the creation and maintenance of marketing and investor materials such as presentations, fact sheets, and product updates.
Assist in drafting and coordinating responses to investor requests, including RFPs, DDQs, and ad hoc due diligence inquiries.
Collaborate with internal teams (e.g., Investment, Legal, Compliance, Finance, and Analytics) to ensure consistent and accurate messaging across all client-facing materials.
Help manage investor communications and support the planning and execution of client meetings, webinars, and events.
Conduct market research and competitive analysis to support product positioning and strategic initiatives.
Contribute to the development and implementation of internal processes to improve efficiency and consistency in client service delivery.
Participate in cross-functional projects and initiatives that support the growth and evolution of StepStone's platform.
Basic Qualifications
Bachelor's degree required; preferred fields include finance, economics, business, or related disciplines.
1-3 years of experience in financial services, consulting, asset management, or a related field.
Exposure to private markets or investment products is a plus but not required.
Strong written and verbal communication skills with attention to detail.
Ability to manage multiple projects and deadlines in a fast-paced environment.
Collaborative mindset with a willingness to learn and contribute across teams.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with CRM or data visualization tools is a plus.
High level of professionalism, integrity, and a commitment to delivering quality work.
Salary Range: $70,000 - $75,000
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Auto-ApplyFinancial Analyst - Mid
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