Senior associate jobs in Vista, 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: As a t Senior Associate, AI & Quantitative Solutions at StepStone, you will play a pivotal role at the intersection of quantitative finance and cutting-edge artificial intelligence. This position is central to researching, developing, and implementing AI/Machine Learning solutions across the firm, particularly focusing on Private Equity secondaries use cases and the development of advanced quantitative models. You will transform how we manage portfolios, conduct research, and generate insights. Leveraging diverse data, including complex unstructured formats from private market reporting, to build predictive models and streamline analytical processes that benefit both internal teams and our global client base. This role entails leading initiatives in model testing, validation, and deployment within our liquidity management and portfolio construction frameworks, aligning bespoke solutions with diverse client needs and complex risk/return profiles. You will be a key collaborator with our Data Science, Research, and SPAR teams, driving the acquisition, robust cleaning, and deep understanding of critical data fields to enable advanced AI applications. Essential Job Functions: AI/ML Model Development & Research: Design, develop, train, and validate advanced AI and Machine Learning models (including Natural Language Processing applications) to solve complex problems in portfolio construction, liquidity management, risk modeling, and performance attribution. Data Engineering for AI Pipelines: Utilize Python, SQL (MySQL), and R for advanced data retrieval, cleaning, transformation, and feature engineering, optimizing data for AI consumption across various sources, including unstructured private market reports (e.g., PDF parsing). Model Deployment & MLOps: Collaborate closely with the web development group to integrate and deploy AI/ML solutions into production environments. Quantitative Research & Backtesting: Conduct rigorous quantitative research, model backtesting, and scenario analysis to assess model performance, robustness, and limitations against varied financial problem statements. Communication & Collaboration: Effectively communicate complex AI model outputs, assumptions, limitations, and strategic implications to both technical and non-technical stakeholders, including senior management and external clients. This involves fostering strong relationships with key internal teams, by actively listening to their needs, and proactively identifying how technology can enhance their workflows and adoption. Engage in thought leadership regarding the merits of new AI applications and analytical approaches. Innovation & Strategic Impact: Demonstrate an independent and efficient working style, consistently translating high-level strategic ideas and business challenges into actionable, AI-driven solutions and model outputs that deliver tangible impact across the firm. Continuous Learning: Stay abreast of the latest advancements in AI, machine learning, and quantitative finance, proactively identifying opportunities for their application within private markets. Qualifications: Bachelors, Master's degree or Ph.D. in a highly quantitative field such as Computer Science, Artificial Intelligence, Machine Learning, Mathematics, Statistics, Econometrics, or a related discipline. 6-8 years of experience in quantitative research, AI/Machine Learning model development, risk modeling, portfolio construction, or performance attribution at a financial institution. Excellent written communication and presentation skills, with the ability to articulate complex technical concepts to a diverse audience. Willingness to work a flexible schedule. High level of confidentiality. Required Knowledge, Skills, and Abilities: Deep proficiency in Private Market investments and advanced financial modeling, including quantitative model development and application. Expertise in machine learning and deep learning algorithms, statistical modeling, Natural Language Processing (NLP), and numerical algorithms. Advanced proficiency in Python (including libraries like Pandas, NumPy, Scikit-learn, TensorFlow/PyTorch) and SQL. Experience with AI/ML lifecycle platforms (e.g., Kubeflow, AWS SageMaker, Azure ML) and MLOps best practices for model versioning, testing, and deployment. Salary Range: $125,000 - $145,000 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

**Specialty/Competency:** Data, Analytics & AI **Industry/Sector:** Insurance **Time Type:** Full time **Travel Requirements:** Up to 80% A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. You'll focus on aligning client data strategies to their business strategy. You will assist clients in choosing a platform, defining their data needs and migrating them to a modern cloud data environment using cloud providers such as Azure, Google Cloud Platform, Amazon Web Services, Snowflake, Databricks or Teradata. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: + Use feedback and reflection to develop self awareness, personal strengths and address development areas. + Delegate to others to provide stretch opportunities, coaching them to deliver results. + Demonstrate critical thinking and the ability to bring order to unstructured problems. + Use a broad range of tools and techniques to extract insights from current industry or sector trends. + Review your work and that of others for quality, accuracy and relevance. + Know how and when to use tools available for a given situation and can explain the reasons for this choice. + Seek and embrace opportunities which give exposure to different situations, environments and perspectives. + Use straightforward communication, in a structured way, when influencing and connecting with others. + Able to read situations and modify behavior to build quality relationships. + Uphold the firm's code of ethics and business conduct. **Job Requirements and Preferences** : **Basic Qualifications** : **Minimum Degree Required** : Bachelor Degree **Minimum Years of Experience** : 4 year(s) **Preferred Qualifications** : **Certification(s) Preferred** : Certification in one of the following cloud platforms -AWS/Azure/GCP **Preferred Knowledge/Skills** : Demonstrates thorough abilities and/or success in one or many of the following areas: + Demonstrating an expertise in developing and implementing data or analytics-driven strategies to drive business growth and optimize decision-making; + Defining data management and data/analytics governance strategy and align data initiatives with organizational goals; + Conducting data/analytics strategy refresh on a regular basis and managing overall data strategy program success; + Delivering strategy and transformation projects; + Understanding and experience with modern cloud data architectures and engineering for one or more of the following cloud providers - AWS, Azure, GCP; + Implementing cloud data architecture and data integration patterns for one or more of the cloud providers (AWS Glue, Azure Data Factory, Event Hub, Databricks, etc.), storage and processing (Redshift, Azure Synapse, BigQuery, Snowflake); Infrastructure as code (CloudFormation, Terraform); + Understanding and thorough knowledge of Data Warehousing concepts (normalization, OLAP, OLTP, Vault data model, graphs, star & snowflake schemas); + Applying knowledge and work experience in Big data engineering (Hadoop, Spark, Scala, Kafka) and ETL/ELT pipeline development (tools: IICS/AWS Glue/SAP BODS/Matillion/DBT/Abinitio/SSIS/SnapLogic); preferable in P&C/L&A Insurance data warehouse; + Developing file and object-based storage solutions using Azure ADLS 2.0 or AWS S3; + Applying knowledge in SQL, report generation using visualization tools such as Tableau/Power BI/Cognos, programming using Python/Spark; + Designing and developing advanced analytics solutions, AI/ML models, and operationalizing based on ML Ops process; + Understanding of enterprise data concepts such as Master Data Management Data Governance and Enterprise Data Warehouse; + Applying leading practices in supporting high availability, scalable, process and storage intensive solutions architectures to data integration/migration, analytics and insights, AI and ML requirements; + Understanding and familiarity of one or more is a big plus - CI/CD, cloud devops, containers (Kubernetes/Docker, etc.); + Understanding of insurance data, underlying KPIs and how they are used; and, + Demonstrating prior P&C/L&A Insurance industry experience. Demonstrates thorough abilities with, and/or a proven record of success directing efforts in the following areas: + Demonstrating prior Big 4 or proven consulting experience in strategy through execution projects; + Working closely with business stakeholders to capture and document business objectives/requirements, ability to translate business and technology objectives to next generation cloud, digital and technology solution architectures; + Understanding how the application of analytical techniques correlated to business value and being able to select the appropriate analytical techniques for the problem at hand; + Willing to learn and apply modern, cloud-based technology skills, ability to research emerging trends, analyst publications, and adoption of modern technologies in solution architectures; + Understanding personal and team roles, contributing to a positive working environment by building proven relationships with team members, proactively seeking guidance, clarification and feedback; + Prioritizing and handling multiple tasks, researching and analyzing pertinent client, industry and technical matters, utilizing problem-solving skills, and communicating cogently in written and verbal formats to various audiences (including various levels of management and external clients) in a professional business environment; and, + Demonstrating leadership experience, including providing coaching, feedback and guidance on work performance. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid

Full time State: California City: Irvine Zip Code: 92614 Total Base Pay Range $86,100.00 - $143,500.00 Creating a better way to live is the purpose that binds AvalonBay associates. We take that purpose seriously and expect you will as well. By focusing on collaboration, innovation, and taking ownership of our choices and actions, we act in ways that focus on creating value for our customers, investors and associates. Your positive, professional, and consistent personal interactions make AvalonBay a great place to work. The Role AvalonBay Communities is seeking a Senior Associate of Asset Management to join our Southern California team. This role provides analytical and strategic support to drive the performance of our West Coast portfolio. You'll play a key role in developing investment strategies, executing value-creation initiatives, and ensuring long-term asset optimization across a diverse mix of multifamily and mixed-use communities. What You'll Do: Analyze and optimize performance: Conduct long-term performance reviews and develop property-level business plans, including hold/sell analyses and portfolio strategy recommendations Model financial performance: Build and maintain detailed financial models, including DCFs, IRRs, equity multiples, and FFO yield analyses to support decision-making Identify value-add opportunities: Evaluate and implement initiatives that enhance asset value, improve NOI, and strengthen community performance Manage risk and capital planning: Assess CapEx needs, implement risk-mitigation strategies, and partner with Capital Projects and Development teams on execution Lead a regional portfolio: Serve as primary asset manager for a select group of Southern California assets, ensuring operational and financial targets are met Collaborate cross-functionally: Partner closely with Residential Services, Investments, Development, and other stakeholders to align strategies and deliver results What We're Looking For Education: Bachelor's degree in Finance, Real Estate, Economics, or a related field Experience: 2-4 years of experience in Asset Management, Acquisitions, or a related discipline (Brokerage, Valuations, etc.) Skills: Advanced proficiency in Microsoft Excel and strong financial modeling capabilities Attributes: Highly analytical, detail-oriented, and collaborative, with excellent written and verbal communication skills How AvalonBay Supports You We know that our teams are the beating heart of our success and we're committed to showing our appreciation. We offer: Comprehensive benefits - health, dental and vision, 401(k) with company match, paid vacation and holidays, tuition reimbursement, an employee stock purchase plan and more. Click on Benefits (************************************ for information. Growth based on achievement and promotion from within. Associate recognition (a company-wide recognition program that celebrates associate efforts and successes in contributing to the overall success of the organization - including destination awards, ‘AvalonBay's Very Best' recognition program and others!). A 20% discount on our incredible apartment homes. A culture built on purpose and our core values - A Commitment to Integrity, A Spirit of Caring, and A Focus on Continuous Improvement. Additional Info AvalonBay is proud to be an equal opportunity employer and is committed to an inclusive and diverse work environment free of discrimination and harassment. We believe that in order to achieve our purpose of creating a better way to live, we must recruit, develop and retain associates with a wide range of backgrounds, experiences and perspectives and create an environment that encourages all voices to be heard, understood and appreciated. With this we know we can do great things. AvalonBay makes employment decisions without regard to a person's race, ethnicity, color, religion, sex, national origin, sexual orientation, gender identity, pregnancy (including childbirth, lactation or related medical conditions), age, physical or mental disability, genetic information (including characteristics or testing), citizenship status, military or veteran status, or any other status protected by the law. Applications are being accepted on an ongoing basis. AvalonBay does not require or request that you provide any information that identifies your age, date of birth, or dates of school attendance or graduation. Please redact this information prior to the submission of your application and/or leave these fields incomplete on your application. For California residents, if you elect to apply to AvalonBay you accept the AvalonBay California Personnel Privacy Notice (***********************************************************************

Senior Associate Broker - Commercial Real Estate Northmarq - Newport Beach, CA Northmarq seeks a motivated individual to join its expanding team in Newport Beach, CA as an Associate Broker. This presents an opportunity for adaptable individuals with a strong work ethic and ambition to thrive in a sales role within an environment that fosters collaboration. Working alongside senior brokers, the Associate will gain valuable experience in Commercial Real Estate, specializing in Retail Investment Sales, with the potential for unlimited earnings and growth. Position Responsibilities: Engage in prospecting through cold calling and utilizing various resources to identify new leads. Research new leads to uncover, identify and connect within target markets. Collaborate with the marketing and analytics team to create tailored proposals. Participate in client meetings and presentations. List and promote retail investment properties. Cultivate relationships with influential decision-makers. What We're Looking For: 3-5 years of investment sales transaction experience. Currently holds a Salesperson/Broker license or is willing to begin process to obtain one within 30 days of starting. A Bachelor's Degree in a related field is advantageous but not obligatory. Knowledge of Commercial Real Estate is preferred. Demonstrated self-motivation and a willingness to exceed expectations. Proficiency in critical thinking, meticulous attention to detail, and adeptness in research. Excellent communication skills with the ability to engage effectively with diverse clientele. Strong work ethic coupled with a drive for excellence. Strong client service mindset Compensation: This position operates as a 1099 independent contractor full commission team agreement incentive plan basis.

Job DescriptionSenior Associate Attorney - Insurance Litigation Employment Type: Full-Time Salary: $150,000 - $185,000 per year + benefits A leading law firm is seeking a Senior Litigation Associate Attorney to join its Irvine office. This hybrid role involves managing complex, high-stakes insurance coverage litigation matters and providing strategic legal counsel to clients. The ideal candidate will have strong litigation experience, excellent analytical skills, and the ability to manage multiple cases independently while collaborating with a dynamic legal team. Key Responsibilities Manage complex insurance coverage litigation in state and federal courts from inception through resolution Conduct in-depth analysis of insurance policies and coverage provisions to assess liability and exposure Provide strategic legal advice and prepare client status reports Draft pleadings, discovery requests, motions, and briefs Represent clients in hearings, depositions, mediations, arbitrations, and trials Qualifications Juris Doctor (J.D.) from an accredited law school Active California Bar license Minimum 5 years of experience in insurance coverage and/or litigation Strong legal research, writing, and analytical skills Excellent communication and interpersonal abilities Ability to work independently and collaboratively Desired Skills Strong organizational and time-management abilities Detail-oriented, diligent, and proactive in case management Ability to take ownership of work and drive matters forward Benefits Medical, Dental, and Vision Insurance 401(k) with company match Paid maternity and paternity leave Flexible hybrid work schedule Professional development opportunities Powered by JazzHR ZealYI87WX

Beacon Pointe is currently seeking an exceptional individual to join our Firm Operations team as a Senior Operations Associate. The successful candidate will join a highly talented team of professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm's clients and associates. As a Senior Associate for Beacon Pointe, you will be responsible for supporting core business functions and the continuous development and improvement of policies and administration of operational processes. The Senior Associate must have in-depth knowledge and experience in the financial services industry that includes project management and operational critical thinking skills. This role is vital in furthering the firm's ability to grow and scale operational functions. Responsibilities Custodian Service Relationships Takes part in custodian regular meetings and takes on custodian research inquiries as part of the internal custodian relationship management team Maintains records of custodial relationships Serves as a subject matter expert in Custodian platforms set-up and management Partners with custodian teams to update and streamline data management, account code reconciliation and system access/permissions Review custodian communications, document in applicable systems and follow-up as needed to resolve or provide awareness internally depending on scope Oversee and manages elements of incoming offices transition onto firm custodial platforms Project Management Champions project documentation - from meeting notes to action items and follow-up, as well as implementation. Manage and lead projects that aid the firm in supporting and scaling operations Develop and implement standardized and efficient processes to be leveraged by local operational teams Actively participate in the continuous improvement of the Firm Operations processes and procedures Coordinates regularly with operational teams to update process documentation details. Aids in planning and executing of operations meetings and events Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures Operations Queue and Operations Email inbox requests handling Monitors and completes requests in the Salesforce Operations queue from platform and local offices teams. These range from user access requests, account specific coding permissions, integrations and process improvement items. Serve as a point of contact for the local operations teams and the custodian teams to communicate and resolve issues that affect processes on a global scale. Qualifications Undergraduate degree required (Bachelor's degree in Finance, Business or Economics preferred) This is a specialist position and absolutely requires: 3+ years of relevant experience required with a Registered Investment Advisor (RIA), investment management firm or broker/dealer Multicustodial experience required (Charles Schwab and/or Fidelity institutional platforms at a minimum) Salesforce CRM advanced experience required Excellent interpersonal and verbal/written skills Strong commitment to detail with excellent organization and prioritization skills Self-starter with a proven ability to work in a fast-paced, evolving work environment Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.). About the Beacon Pointe Family of Companies Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures .

Labor & Employment Senior Associate Attorney - Partner Our Client, is seeking a Labor & Employment Senior Associate Attorney - Partner with 8+ years' of labor and employment defense litigation experience to join its Irvine office. You should have strong academic credentials and law firm experience. Very competitive compensation package and possible relocation support offered. Requirements: Admitted and in good standing to the bar in California Experience with Labor and Employment law Minimum of 8 years defense litigation experience Bilingual is a plus Must have portable book of business. The candidate must possess excellent writing, oral advocacy, communication and legal analysis skills. Should have JD degree from an ABA accredited law school. Excellent verbal, written, and interpersonal skills are needed.

Seniority Level: Senior Associate Compensation: $150,000 \- $200,000 (DOE) + No Cap Bonus + Signing Bonus About the Opportunity: A highly regarded Trust and Probate Litigation firm is seeking a Senior Civil Litigation Associate Attorney with 5+ years of experience and proven trial capabilities to join its dynamic legal team. This is a compelling opportunity for an ambitious and aggressive litigator to make a meaningful impact and advance toward partnership within a supportive, family\-oriented firm culture. With hundreds of active cases throughout California, the firm offers a fast\-paced and challenging environment where your skills will be recognized and rewarded. The position is based in the heart of Solana Beach's Cedros Design District, steps away from cafes, boutiques, the beach, and the commuter rail. What You'll Do: Represent clients in the Probate Division of California Civil Court and related civil litigation matters Appear at hearings, trials, mediations, and other court proceedings Conduct in\-depth legal research and analysis to support litigation strategy Draft and review pleadings, motions, legal briefs, discovery responses, and correspondence Regularly communicate with clients to provide updates, manage expectations, and deliver strategic legal guidance Participate in alternative dispute resolution (e.g., mediation, settlement conferences) Provide realistic assessments of case value and potential outcomes Qualifications: Juris Doctor (JD) from an accredited law school Active member of the California State Bar 5+ years of civil litigation experience, with demonstrated trial experience Deep understanding of courtroom procedure, litigation strategy, and probate law Outstanding written and verbal communication skills Strong analytical, negotiation, and case management abilities Ability to work independently and collaboratively within a team setting Resources & Support: Full suite of legal research and drafting tools including WestLaw, CEB OnLaw, and WealthCounsel Dedicated paralegal support, in\-house marketing, and lead generation resources A positive, team\-oriented culture with a shared commitment to excellence Compensation & Benefits: Competitive base salary: $120K-$150K, DOE + No Cap Bonus Pathway to equity partnership Medical, dental, and vision insurance 401(k) with employer matching Relocation assistance may be offered to the right candidate If you're a trial\-ready litigator ready to take the next big step in your career, we'd love to connect. Apply now and join a firm where your litigation experience can thrive and grow into leadership. "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"645993258","FontFamily":"Verdana, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Legal"},{"field Label":"Work Experience","uitype":2,"value":"5+ years"},{"field Label":"Salary","uitype":1,"value":"$150,000 \- $200,000 (DOE) + No Cap Bonus + Signing Bonus"},{"field Label":"City","uitype":1,"value":"Solana Beach"},{"field Label":"State\/Province","uitype":1,"value":"California"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"92075"}],"header Name":"Civil Litigation Senior Associate Attorney","widget Id":"**********00072311","is JobBoard":"false","user Id":"**********01649062","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"**********14945710","FontSize":"12","google IndexUrl":"https:\/\/advanceddynamicscorp.zohorecruit.com\/recruit\/ViewJob.na?digest=s1J5jKHS9uetxK@cGFZha@2zmFmPsrDMguzf0I9fQEY\-&embedsource=Google","location":"Solana Beach","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"kurnnfcd0c49ba5474875a7d6e2dfc90be0d9"}

Job Description A national insurance coverage/policyholder law firm with offices in Temecula, California, seeks an associate attorney or of counsel with 4+ years of experience litigating complex insurance claims, analyzing and drafting insurance policy language, and/or providing insurance coverage opinions. Requirements - Associate Attorney JD from an accredited law school and current admission to California Bar, in good standing Significant State or Federal court litigation experience, including drafting pleadings, taking depositions and motions practice High intelligence, problem solving abilities and creativity Personal responsibility, strong work ethic and commitment to firm's clients Exceptional written and verbal communication skills Flexibility to work in a highly collaborative team environment Strong organization, time management, project management and matter management skills Firm clients are located nationally. Travel would be required for litigation work. Culture The Firm intentionally cultivates a culture of support, growth, respect, acknowledgment, equity, and excellence, where all contributions are valued. As a high-performance law firm, it understands that its success reflects team members' dedication, ingenuity, and passion and that it strives to bring out the best in its people. The firm seeks people who work smartly, are strategic, and are committed to connecting with the firm's philosophy. The successful attorney candidate is also meticulous, focused, and detail-oriented and ensures that all stakeholders are kept apprised of critical matters. Why Join Us? Competitive compensation. Work-life balance. Unique, sophisticated, collaborative, intellectual practice. Strong mentorship, professional development and training programs. Transparent, merit-based compensation formula and promotion system. Opportunity for advancement to partner and ownership. Development and maintenance of direct client relationships is fostered and encouraged. Compensation and Benefits Hybrid available based on demonstrated ability, but not fully remote. Competitive annual salary based on experience. Significant non-discretionary performance-based bonus Comprehensive employee benefits packages + retirement plan/profit sharing Apply Thank you for considering this Associate Attorney position in Temecula, California. We hope to receive your inquiry and resume. Confidentiality is a cornerstone of our recruiting services.

Job Description AALRR offers a unique opportunity to support the educational institutions guiding the next generation of Californians to reach their intellectual and creative potential. We are seeking a senior associate attorney for our Southern California Education Law Practice Group to provide advice and counsel to public and private K-12 schools, community college districts, and related entities. Ideally, the candidate will have experience advising public entities on a range of issues, including governance, labor and employment, and will have conducted investigations involving alleged discrimination, harassment, or other misconduct. Key Responsibilities Advise district/school administrators on all aspects of personnel management, including employee discipline, dismissal, and release Guide clients in responding to California Public Records Act requests, complying with the Brown Act, and avoiding and addressing conflicts of interest Represent local educational agencies in administrative hearings Counsel management on questions involving employee leaves of absence and disability accommodations Assist Title IX and Uniform Complaint Officers with administering the complaint process in accordance with law and policy Investigate and/or serve as a decision-maker in Title IX cases and other matters involving students and employees Provide relevant trainings for clients on topics of interest and participate in internal and external conferences and marketing opportunities Qualifications Juris Doctor (J.D.) degree from an accredited law school Admission to the State Bar of California and in good standing 4+ years of labor and/or employment law experience, preferably for educational or other public entities Strong legal research, writing, and oral advocacy skills Litigation and/or administrative hearing experience is a plus Investigations and Title IX experience is a plus Ability to build and maintain effective client relationships Proven experience managing multiple tasks and deadlines in a fast-paced environment Salary The base salary range for this role is $135,000 - $160,000 and represents the firm's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent on a variety of factors including, but not limited to, the candidate's education, skills, and experience. The Firm offers a bonus program as well as a generous employee benefits package including medical, dental, vision, 401(k) matching, and Firm profit-sharing contribution. Connect We invite you to learn more about AALRR and contact Karen Bell at ************** if you have any questions. For consideration, please submit a cover letter and resume to Ms. Bell at ********************

Sr. Portfolio Risk Associate - (250000PL) Description Who We AreThrough our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis, and Kia customers and dealerships. We provide vehicle financing, leasing, subscription, and insurance solutions to over 2 million consumers and businesses. Embodying our commitment to grow, innovate, and diversify, we strive to reimagine the customer and dealer experience and launch innovative new products that broaden our market reach. We believe that success comes from within and are proud to support our team members through skill development and career advancement. Hyundai Capital America is an Equal Opportunity Employer committed to creating a diverse and inclusive culture for our workforce. We are a values-driven company dedicated to supporting both internal and external communities through volunteering, philanthropy, and the empowerment of our Employee Resource Groups. Together, we strive to be the leader in financing freedom of movement. We Take Care of Our PeopleAlong with competitive pay, as an employee of HCA, you are eligible for the following benefits:· Medical, Dental and Vision plans that include no-cost and low-cost plan options· Immediate 401(k) matching and vesting· Vehicle purchase and lease discounts plus monthly vehicle allowances· Paid Volunteer Time Off with company donation to a charity of your choice· Tuition reimbursement What to ExpectThe Sr. Portfolio Risk Associate is responsible for portfolio analytics, tracking, reporting and monitoring for the purposes of controlling and managing the company's risk tolerance. The Senior Associate will also be running and supporting the financial reporting, calculations and sample testing for HCA's Consumer Allowance for Loan and Lease Losses (ALLL). Additional responsibilities will include mid-month and annual loss forecasting, including the tracking of historical roll rates by risk segment, identifying operational drivers, and understanding the macroeconomic environment that can be used as forecasting tools. These tools will be used in conjunction with running the loss model to increase forecast accuracy. What You Will Do1. Develop portfolio analysis of credit segments to differentiate portfolio delinquency and loss performance, assess risk and opportunities of portfolio performance trends, and effectively communicate them to management. Maintain and improve portfolio delinquency and loss dashboards in Tableau to improve reporting and efficiency for bi-weekly credit loss meetings. 2. Generate the quarterly ALLL Consumer Reserves calculation for CECL and IFRS 9 by working with model development team and validating model output results. Re-evaluate qualitative factors on a quarterly basis to ensure the appropriate level of adjustments to the allowance. 3. Produce production reports for Risk Control Committee (RCC) presentation and track portfolio segments relative to the company's risk triggers portfolio trends and assess the risk of those trends. 4. Track macroeconomic forecasts by using Moody's Analytics DataBuffet, informing management and executives up-to-date information for best decision management and corrective actions. 5. Assist in the preparation of ALLL control documentation and quarterly memorandum and sample testing for external auditors. Prepare all necessary Provided-by-client (PBC) requests from auditors outside of ALLL KSOX framework. 6. Perform data mining/analysis and automation of data reports and presentations to support Portfolio Risk strategy initiatives. Qualifications What You Will Bring· Minimum 4-6 years' related experience in consumer finance Risk field. · SAS or SQL experience required, R and Python experience a plus. · Collections or Customer Service operations background a plus. · Bachelor's degree in Mathematics, Statistics, Economics or related quantitative field. · Master's degree preferred. · An in-depth understanding of statistics with some application of modeling and scoring techniques· A thorough understanding of credit risk principles, portfolio management, FASB accounting standards on Current Expected Credit Loss (CECL) and International Financial Reporting Standard (IFRS) 9 accounting standards for loss reserving. · Strong PC skills; Microsoft Excel, Word, PowerPoint, Visio and relational database concepts. · Ability to comprehend instructions, create documentation on reporting and explain complex systems and data succinctly. · Ability to understand business objectives and their relationship to the importance of individual projects. · Strong written and verbal communication skills,· The ability to work independently as well as within a team. Work EnvironmentEmployees in this class are subject to extended periods of sitting, standing, and walking, vision to monitor and moderate noise levels. Work is performed in an at home and office environment. The posted salary range for this job takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; geographic location, and other business and organizational needs. Successful candidates may be hired anywhere in the salary range based on these factors. It is uncommon to hire candidates at or near the top of the range. California Privacy NoticeThis notice only applies to our applicants who reside in the State of California. The latest version of our Privacy Policy can be found here. This Privacy Policy provides you with notice, at or before the point of collection, about the categories of personal information to be collected from you, the purposes for which your personal information is collected or used, and whether that information is sold or shared, so that you can exercise meaningful control over our use of your personal information. We are providing this notice to comply with the California Consumer Privacy Act of 2018, as amended as amended by the California Privacy Rights Act of 2020 (“CCPA”). If you have any questions about CCPA regarding California residents or HCA team members, please contact the Privacy Team at Privacy2@hcs. com. Primary Location: United States-California-IrvineWork Locations: Headquarters 1 3161 Michelson Dr. Ste 1900 Irvine 92612Job: RiskJob Type: RegularOvertime Status: Non-exempt Schedule: Full-time Minimum Salary: $88,000. 00Maximum Salary: $132,000. 00Job Posting: Dec 10, 2025

Job Description Are you interested in becoming a valued member of a remarkable team and firm? A place where your talents can shine as you assist clients in improving their financial, tax, and business aspects? Are you seeking a collaborative, innovative, and fulfilling work environment where your contributions are recognized and rewarded? Look no further! With over 100 years in the industry, our firm serves clients locally and globally. Our expertise extends across a wide array of industries, ensuring that we can cater to the unique needs of clients from diverse sectors. Join our team and experience a collaborative and enriching work environment. With an emphasis on continuous technical training and the development of essential skills, we prioritize your success by providing the tools and resources needed to thrive in the world of public accounting! Job Summary: The Senior Associate (Audit) is in charge of audit engagements. Applies knowledge of GAAP to oversee all stages of audit using firm-approved audit methodology. Trains, supervises, and reviews work of others. Must be technically competent in audits, reviews, compilations and preparation of financial statements. Essential Functions: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the job requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Auditing and Financial Reporting Plans and executes audit engagements Participates in engagement planning Performs risk assessments Performs analytical reviews Documents internal controls and performs tests of controls Plans substantive work Performs substantive testing and supervises others Drafts financial statements Documents control deficiencies Drafts other client deliverables Performs compilation, review and preparation engagements Client Relationship Management Clearly communicates recommendations verbally and in writing. Builds client relationships. Successfully identifies accounting, business, and tax issues/opportunities and develops solutions/recommendations. Administrative Tasks Participates in recruiting Works independently with a minimum of supervision. Follows all policies and procedures established by firm. Enters time daily to ensure current and accurate tracking of hours. Assigns hours to each client to ensure accurate billing. Follows safety rules according to firm Injury and Illness Prevention Program (IIPP). Marginal Functions Accepts special projects as assigned Job Requirements: To perform this job successfully, the individual must possess the following education, licenses and certifications, experience, and skills. Education Minimum Education (or substitute experience) required: Bachelor's Degree in Accounting; MBA a plus. Licenses and Certifications CPA certification (preferred). Experience Minimum Experience required: 2+ years audit experience Technical Skills Strong understanding of accounting theory and accounting practices. Strong understanding of the rules, regulations, and code of conduct. Working knowledge of the auditing guidance utilized by the firm. Strong attention to detail. Strong organizational skills. Strong skills in Microsoft Word, Excel including advanced Excel functions, and Caseware. Comfortable working under pressure, multi-tasking and meeting deadlines. Interpersonal Skills High level of enthusiasm to work collaboratively in a team environment to meet and exceed expectations for internal and external clients. Self-motivated, adaptable, able to work with minimal direction in a high pressure environment. Works independently and is self-motivated to complete tasks and assignments with a minimum amount of supervision and is flexible to accept tasks and projects. Upholds the professional standards of conduct for respectful behavior and demonstrates a high degree of personal integrity. What we offer: Competitive compensation Unlimited PTO for qualified employees! Generous health and welfare benefits Focus on work/life balance Flexible schedules Opportunity to work with a friendly and supportive team Strong mentoring program with a focus on the success of each team member The compensation for this position ranges from $70,000 - $110,000. Actual compensation will be dependent upon the individual's qualifications, experience, skills, licensure, and certifications.

As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. + Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables + Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools + Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region + Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies + Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves + Communicates complex financial/actuarial/analytic results to effectively drive client action + Partners with Global Delivery Centers and Client Service teams to deliver superior project management + Build strong relationships internally and collaborate effectively on cross-functional teams **Qualifications** + 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company + Advanced knowledge of health and welfare products & services + Experience with big data analytic techniques preferred + Advanced knowledge of underwriting and funding concepts + Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget + Desire and ability to expand relationships with clients + Proven ability to identify and resolve issues with limited information and experience + Polished and well developed written and verbal communication skills + Self-starter attitude and ability to work independently and as part of a team + Strong analytical, creative and integrative skills + Ability to direct work of more junior colleagues and provide feedback + Excellent Microsoft Office skills, particularly in Excel and PowerPoint + State Life and Health license required within 90 days of joining + Relevant financial experience and/or university degree + Progress towards completion of health actuarial designation or CEBS designation (optional) Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified. **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). **Compensation** The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year. This role is also eligible for an annual short-term incentive bonus. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) + **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ ) + **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. **EOE, including disability/vets**

As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. * Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables * Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools * Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region * Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies * Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves * Communicates complex financial/actuarial/analytic results to effectively drive client action * Partners with Global Delivery Centers and Client Service teams to deliver superior project management * Build strong relationships internally and collaborate effectively on cross-functional teams Qualifications * 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company * Advanced knowledge of health and welfare products & services * Experience with big data analytic techniques preferred * Advanced knowledge of underwriting and funding concepts * Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget * Desire and ability to expand relationships with clients * Proven ability to identify and resolve issues with limited information and experience * Polished and well developed written and verbal communication skills * Self-starter attitude and ability to work independently and as part of a team * Strong analytical, creative and integrative skills * Ability to direct work of more junior colleagues and provide feedback * Excellent Microsoft Office skills, particularly in Excel and PowerPoint * State Life and Health license required within 90 days of joining * Relevant financial experience and/or university degree * Progress towards completion of health actuarial designation or CEBS designation (optional) Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified. Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). Compensation The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets

Experience a 45X+ award-winning culture! Embarkers enjoy: Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits: Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions Comprehensive healthcare: 100% paid premiums for you and your family Whole human growth: $150 monthly stipend for holistic development Career advancement: Access to CPE credits, learning platforms, coaching, and professional development Financial support: Up to 3% 401(k) matching and financial advisory services Team and community engagement: Monthly social events within your market, charitable matching, and great people! What you'll be doing Reporting to the leadership of our financial advisory division, you will join other consultants in our Financial Advisory practice. You'll ensure all clients are taken care of - by assisting with hands-on financial reporting and analysis, complex transactions advisory, process improvement and optimization, etc. in a timely, efficient, and accurate manner. In this role, you'll work closely with clients and have the opportunity to experience multiple aspects of financial advisory, transactions, and strategy. To be a good fit for our Senior Associate - Financial Advisory role you will have: 3+ years of experience in Big 4/public accounting/consulting and/or corporate accounting CPA or CPA candidate Strong knowledge of U.S. GAAP and/or IFRS Keen attention to detail A high sense of urgency, strong initiative and the ability to multi-task Ability to work independently and as part of a team The desire to learn new technologies and practices to constantly improve the business of Embark and our clients A proactive approach to constant improvement and problem solving Communication skills that can effectively relay concepts and updates across all stakeholders from staff to executives A drive to forge deep relationships both internally through a variety of culture initiatives and externally through industry leading hospitality efforts Added bonus if you have… Inter-company experience Oil and gas experience REIT experience SaaS revenue recognition experience Healthcare (including Biotech) experience Financial services experience Government Contract experience SEC filing exposure/experience What's in it for you: We pay 100% of insurance premiums on medical, dental, and vision for you AND your family Typical compensation range of $100,000- $125,000 We match 50% to 6% on our 401K Fully paid parental leave for all new parents Monthly stipend for whole human wellness All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.) In closing... If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.

Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work? J.S. Held is a global consulting firm providing technical, scientific, and financial expertise. Our professionals serve as trusted advisors to organizations facing high-stakes events demanding urgent attention, staunch integrity, and clear-cut analysis. The firm provides a comprehensive suite of services enabling clients to navigate complex, contentious, and often catastrophic situations. We have over 100 locations worldwide. We are highly committed to all members of our community, both employees and clients. Our organization focuses on promoting a sense of community and inspiring our people to achieve results that exceed goals. We are seeking a dedicated individual to join our team as a Sr. Accountant - Senior Associate. This is not a typical corporate Accounting role. The successful candidate will be responsible for accounting functions for external clients of the firm, rather than the firm itself. This role will be an integral part of our team of experienced accountants, and the ideal candidate will be highly organized, task-oriented, and comfortable with managing the uncertainties typical in client-facing accounting operations. This position plays a critical role in maintaining our established core group within the department and ensuring smooth financial transactions for our clients. The position is based in the San Diego County area, with expectations to work in the office 5 days a week, full-time. Job Responsibilities Assist the Controller with project management tasks and financial analysis. Prepare and maintain accurate financial accounting data. Support and lead project accounting work, including organizing AP, invoices, and vendor communication. Collaborate with department heads and supporting staff to follow up on requests and ensure accuracy in financial reporting. Assist with treasury management, reviewing financial transactions with a high level of detail and accuracy. Prepare cash flow projections for various projects as needed. Prepare bank reconciliation and monthly financials Prepare financial packet for quarterly reports. Review AP payments, including wires, ACH, Bill Pay, and checks. Help prepare and distribute financial statements. Support other internal teams as needed. Adhere to project timelines and deliverables. Contribute in the development and improvement of internal processes and procedures. Perform administrative tasks such as opening accounting-related mail, scanning checks, and recording deposit slips as needed. Demonstrate problem-solving skills in a fast-paced environment. Maintain high ethical standards and credibility in all interactions. Qualifications The desired candidate will possess the following professional abilities and work experience: A strong understanding of accounts payable and/or accounts receivable functions is preferred. Strong organizational skills with attention to detail. Ability to work independently and within a team environment. Proficiency in ERP systems and Microsoft Office Suite, particularly Excel, Yardi, QuickBooks, and online treasury management portals. Effective communication skills and a customer-service orientation. Understanding of billable hour workflow and ability to work in a billable hour environment. Preferred Qualifications: Associate's degree or higher in Accounting or related field. Familiarity with handling billing and collections in a professional services environment. Experience in using accounting software and conducting reconciliations. At least 3-5 years of professional client-facing accounting experience in a billable setting. Additional Information Physical and Mental Job Qualifications Must be able to sit for long period of time Must be comfortable to work in a remote and/or hybrid environment Must be flexible to work outside of the 8:30am - 5:30pm business hours if needed Must be flexible to travel Some of the Benefits We Have Include J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team's needs. Generous FTO Policy Medical, Dental, and Vision Insurance 401k Match Commuter Benefit A reasonable estimate of the salary range for this role is $70,000 - $90,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available. Please explore what we're all about at *************** EEO and Job Accommodations We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal! J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. If you are an individual with a disability and would like to request for a reasonable accommodation, please email [email protected] and include “Applicant Accommodation” within the subject line with your request and contact information #LI-DS1

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown and Brown is seeking a Senior Associate, Health & Benefits to join our growing team in San Diego, CA or Las Vegas, NV. As a Senior Associate, Health & Benefits, you will serve as a core member of our consulting team and a trusted advisor to mid-size and large employer clients. You will lead day-to-day project delivery and client interactions while helping drive business outcomes, contribute to strategic plan development, and strengthen long-term partnerships. This role blends client service excellence with operational execution and offers a growth path toward senior consulting leadership. How You Will Contribute: Serve as the primary or day-to-day contact for a portfolio of client relationships, with accountability for project execution, deliverables, and overall satisfaction Support and lead the development of multi-year benefits strategies aligned to client goals, market trends, and organizational objectives Facilitate vendor selection, procurement, negotiation, and implementation processes for medical, pharmacy, dental, disability, life, and voluntary benefits Interpret claims, pricing, and actuarial data; translate findings into actionable recommendations that improve cost efficiency, member outcomes, and plan sustainability Develop and deliver compelling client presentations and reports that synthesize data, policy, and strategy in clear and effective formats Partner with compliance, population health, pharmacy, communications, and data teams to deliver holistic consulting services and cross-functional insights Serve as a point of escalation for service delivery issues, collaborating with vendors and internal resources to resolve problems proactively Mentor and guide junior team members, ensuring quality standards, professional growth, and client responsiveness Contribute to business development efforts, including responding to RFPs, preparing presentations, and identifying new service opportunities within existing client portfolios Licenses and Certifications: State Life and Health license required within 90 days of employment Skills & Experience to Be Successful: 6+ years of progressive experience in health & benefits consulting, brokerage, or carrier/vendor environment Bachelor's degree required; advanced degree or professional certification (e.g., CEBS) preferred In-depth understanding of health and welfare plan design, funding, compliance, underwriting, and vendor management Demonstrated ability to manage complex projects, synthesize data and strategy, and communicate insights to client stakeholders Strong written and verbal communication skills, including ability to build trust with HR leaders, procurement teams, and C-level executives Highly proficient in Microsoft Excel, PowerPoint, and data visualization tools #LI-KM1 Pay Range $105k - $130k Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Audit Senior Associate: Work with private and public companies to first understand their businesses and the risks they face, focusing efforts where they matter most. Work with clients to improve their overall financial reporting processes and to help them better understand their businesses. Continually inform clients about accounting, financial and regulatory developments that may affect their businesses. ESSENTIAL DUTIES AND RESPONSIBILITIES: Adhere to the highest degree of professional standards and strict client confidentiality. Run client engagements from start to finish, which includes planning, executing, directing, and completing financial audits and managing to budget. Supervise, train, and mentor associates and interns on audit process and assess performance of staff for engagement reviews; perform in-charge role as needed. Work with audit team to identify and resolve client issues discovered during audit process. Research and analyze financial statements and audit Other duties as assigned QUALIFICATIONS: Bachelor's degree in accounting, economics, finance, mathematics, or related discipline. CPA or pursuing CPA license Minimum of 2 years of progressive public accounting experience with in-charge auditing. Strong technical accounting skills with proficiency in US GAAP and GAAS. Ability to supervise staff and lead projects. Exceptional client service skills with a demonstrated ability to develop and maintain outstanding client relationships. Excellent verbal and written communication skills. Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment. Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills. Excellent analytical, organizational, and project management skills. Strong computer skills including proficiency in Microsoft Office Suite and audit preparation software. Ability to travel on short notice and work additional hours as needed.

We seek an experienced Senior Associate / Manager to provide exceptional tax advisory and compliance services. This position focuses on U.S. individual and corporate tax consulting, cross-border tax planning, tax-efficient strategies using financial products, and advanced estate planning through trusts. It also involves practice management and collaboration with multidisciplinary professionals. Key Responsibilities: - Prepare and review U.S. individual and corporate tax returns. - Provide tax consulting for clients, including U.S. residents, businesses, and cross-border clients entering or operating in the U.S. - Develop tax-efficient strategies leveraging real estate, insurance, and financial products. - Design advanced tax and estate planning solutions using Domestic and Offshore Trusts. - Collaborate with attorneys, financial planners, and real estate agents for integrated client solutions. - Guide clients on asset relocation and immigration through tax-efficient strategies. Qualifications: - Bachelors degree in Accounting, Finance, or related field; CPA required. - 5+ years of U.S. tax compliance and cross-border advisory experience. - Bilingual fluency in Korean and English. - Open to learning and applying knowledge in related legal and financial fields. - Strong attention to detail, problem-solving, and communication skills.