Financial Services Representative - Primerica

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• Data Annotation

  

  Remote Finance Director - AI Trainer ($50-$60/hour)

  1 month ago

  Oakland

  We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

• LHH

  

  Financial Analyst

  4 days ago

  Oakland

  LHH Recruitment Solutions is working with one of our clients looking to fill a Financial Analyst job opportunity for the corporate office located in Oakland, CA. This position is 100% onsite. The ideal candidate will have 4 years of experience with financial analysis. The role will be responsible for helping grow the financial performance of the organization through analysis of financial results, forecasts, variances and trends, developing models to support valuation, planning and forecasting and making recommendations to the management team, and assist with other duties and projects as assigned. Qualifications: • Bachelor’s Degree in Finance, Accounting or related field is required., • Master’s Degree would be a huge plus, • Experience in real estate, public policy, city planning would be nice to have, • Strong knowledge of GAAP, financial statements, forecasting, cost allocation, budget variance analysis, and flux analysis, • Technically proficient in accounting, financial modeling, and benchmarking analysis, • Advanced with Microsoft Excel, • Excellent communications skills both written and verbal, able to handle PowerPoint presentations, • A keen eye for detail, a problem-solver, and organized, • Team player, resourceful, helpful, and a positive attitude, • Self-starter, reliable, dedicated, and willing to learn Experience: 4 years of experience as a Financial Analyst Employment Type: Temporary (6 months) – Possible Temp to Perm “Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance”

• Ledgent

  

  Sr. Accountant

  11 days ago

  Oakland

  Position: Senior Accountant Location: Oakland, CA (Hybrid) Salary Range: $90,000 - $115,000 annually Industry: Construction Employment Type: Full-Time, Direct Hire About the Role Our client, a leading construction company based in Oakland, is seeking a Senior Accountant to join their growing team. This role will be responsible for managing core accounting functions, supporting month-end close activities, and ensuring compliance with company policies and GAAP standards. The ideal candidate will have strong experience in the construction industry and hands-on expertise with ERP accounting systems. Key Responsibilities * Perform general ledger accounting, reconciliations, and journal entries. * Manage month-end and year-end close processes, ensuring accurate and timely financial reporting. * Prepare and analyze financial statements and supporting schedules. * Reconcile job cost reports and review project-related financial data. * Support AP/AR functions, fixed assets, and expense allocations. * Collaborate with project managers and operations to ensure proper cost tracking and forecasting. * Assist with audits and ensure compliance with internal controls and GAAP standards. * Identify process improvement opportunities and support ERP system enhancements. Qualifications * Bachelor's degree in Accounting, Finance, or related field required. * Minimum 4-6 years of progressive accounting experience, preferably within the construction industry. * Strong understanding of job costing, WIP reporting, and project accounting. * Experience with construction ERP systems (e.g., Viewpoint, Sage 300 CRE, Procore, or similar) required. * Solid knowledge of GAAP and financial reporting standards. * Proficiency in Excel and general accounting software. * Excellent attention to detail, analytical skills, and communication abilities. Benefits * Competitive salary and performance-based bonus potential. * Comprehensive health, dental, and vision insurance. * 401(k) with company match. * Paid time off and holidays. * Career growth opportunities within a stable and well-established construction firm. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

• Dream Youth Clinic

  

  Finance and Grants Manager

  8 days ago

  Oakland

  Job Title: Finance Manager Location: Oakland, CA (Hybrid – On-site and Off-site) Employment Type: Full-Time (40 hours/ week) Salary Range: $70,000 – $75,000 annually (commensurate with experience) Benefits: Medical, Dental, Vision, Retirement, Semi-annual Wellness Offering, and Paid Holidays and Vacation Time for Full Time Employees Reports To: Chief Executive Officer Position Summary At Dream Youth Clinic we believe in youth-led, adult-guided collaboration and are committed to "meeting youth where they are," and assisting them along their journey to wellness by imploring principles of Positive Youth Development, belonging, and youth agency. The Youth Health Advocate position works therapeutically with highly vulnerable youth populations to provide individualized client navigation and is able to take initiative, multi-task, communicate effectively, collaborate and advocate for the needs of youth clients. Dream Youth Clinic is seeking a detail-oriented and mission-driven Finance Manager to oversee the organization’s financial operations. The Finance Manager will be responsible for budgeting, financial reporting, grant compliance, and day-to-day accounting and bookkeeping, and provide staff financial technical assistance. This role is ideal for a finance professional who thrives in a collaborative, equity-centered environment and wants to use their skills to support systems-level change in youth health.This position is key to maintaining the financial health of the organization as we grow our impact and capacity. Key Responsibilities Financial Management & Reporting ● Develop, monitor, and update annual organizational and program budgets ● Prepare monthly, quarterly, and annual financial reports for leadership and the Board ● Lead the annual audit and coordinate with external auditors ● Prepare and organize financials and submit 990 taxes in a timely manner ● Maintain accurate general ledger and chart of accounts Accounting & Bookkeeping ● Manage accounts payable and receivable ● Process payroll in coordination with HR department ● Reconcile bank accounts and credit card statements ● Ensure timely and accurate financial data entry and documentation Grants & Compliance ● Track restricted and unrestricted funds, ensuring grant compliance ● Prepare financial reports for funders ● Assist with budget narratives and documentation for grant proposals Operations & Strategy ● Advise leadership on financial strategy, forecasting, and risk management ● Support fiscal sponsor coordination (if applicable) ● Recommend improvements to internal controls and financial systems ● Contribute to team-wide strategic planning with a lens on financial sustainability Qualifications Required ● Bachelor’s degree or masters degree in accounting, finance, business administration, or related field ● Minimum 3 years of relevant nonprofit financial management experience ● Strong proficiency with Xero, Expensify, Bill.com, Adobe, Docusign, QuickBooks, Excel, and Google Workspace ● Strong Knowledge of GAAP and nonprofit accounting principles ● Extremely detailed oriented and precise regarding numbers and finances ● Excellent organizational and analytical skills ● Experience with Federal, State government, foundation grants management along with City and County Contract management Preferred ● Experience working with youth-centered or social justice non-profit organizations ● Experience with social enterprise financial management is a plus Physical Conditions: ● Regularly required to stand, walk, climb stairs, bend, stoop, and lift up to 15 lbs. ● Requires use of computers and office equipment. Dream Youth Clinic is proud to be an Equal Employment Opportunity/Affirmative Action Employer and values diversity of culture, thought and lived experiences. We seek talented, qualified individuals regardless of race, color, religion, sex, pregnancy, marital status, age, national origin or ancestry, citizenship, conviction history, uniform service membership/veteran status, physical or mental disability, protected medical conditions, genetic characteristics, sexual orientation, gender identity, gender expression regardless of physical gender, or any other consideration made unlawful by federal, state, or local laws. Dream uses Live Scan to validate the eligibility of our new employees to work legally in the United States.

• ArtHaus Partners

  

  Jr. Staff Accountant

  16 days ago

  Oakland

  About Us Riaz Capital is a Bay Area-based real estate developer and asset manager with 3,700 units under management and development across California. The firm got its start developing for-sale condominiums and luxury properties over 45 years ago, later transitioning to and perfecting workforce and entry-level housing products. Between our 40 team members, we bring together a combined 120 years of development experience, 100 years of real estate finance experience, and 75 years of portfolio management. Our disciplined approach and deep market knowledge across each of our key functions - development, finance, and asset management - allows us to continue performing throughout the typical real estate cycles. Since 2020, we have completed 15 projects, delivering over 1,000 workforce housing residences to the Bay Area. To date, the firm has raised over $1 billion of capital, comprising $450 million in private equity and more than $550 million in financing. After dispositions and refinancings, the firm oversees an $800 million real-estate asset base. Our investment team is skilled at identifying and capitalizing on opportunities - like EB-5 financing and Welfare Tax Exemptions - to enhance asset value. Over the 45-year history of our firm, we have established a resilient asset management platform. We, like all real estate firms, are not immune to significant market corrections but we have navigated them successfully by maintaining strict underwriting discipline, including stress-testing assumptions, ensuring financing flexibility, and maintaining appropriate contingencies and equity cushions. These principles mean that we have never lost an asset or missed a loan payment. During the pandemic, we maintained high occupancy across our portfolio, successfully refinanced debt amid rising interest rates, and secured construction financing despite industry-wide disruptions. By continually evaluating opportunities and structuring deals for redundancy and long-term viability, we deliver both community impact and strong risk-adjusted returns for our investors. Job Overview We are looking for a proactive and detail-oriented Junior Staff Accountant to join our in-house accounting team. This role is central to managing accounts payable workflows across our vertically integrated platform, including property operations, construction, corporate, holding entities, and family office accounts. The Junior Staff Accountant will also play a key role in the month-end close process, vendor coordination, and internal reporting. While this is an entry-level position, the individual will manage a remote offshore support team to assist with data entry and transactional tasks, providing an excellent opportunity to develop supervisory and process management skills early in their career. Key Responsibilities Accounts Payable Management (Primary Focus) • Oversee full-cycle AP for all business segments: property operations, construction projects, corporate entities, and family office., • Manage the AP calendar: ensure invoices are received, coded, and entered by weekly deadlines, and follow through on timely payment., • Review invoice coding and approvals, resolve discrepancies, and communicate with vendors and internal staff as needed., • Ensure AP aging reports are current and accurate; follow up to clear outstanding payables. Distribute weekly AP summary reports to key stakeholders, including aging trends, pending approvals, and upcoming payment priorities., • Perform monthly bank reconciliations for all assigned accounts; resolve variances promptly., • Assist with initiating and tracking intercompany wires and internal transfers., • Support monthly close timelines by verifying trial balances, reviewing ledger activity, and preparing necessary schedules., • Reconcile and post corporate credit card activity by the 5th of each month., • Help ensure monthly financial reporting is completed by the 15th., • Generate internal billing sheets for property management and asset management fees and coordinate with corporate accounting to issue invoices., • Track and coordinate timely insurance premium payments and ensure coverage remains active across all properties and entities., • Assist with monthly loan reconciliations and compliance reporting., • Support the transition of newly completed construction projects into stabilized, operating assets., • Maintain onboarding and reporting checklists to ensure financial setup and operational readiness., • Serve as primary liaison for vendor inquiries, ensuring timely response and resolution., • Manage workload delegation to offshore accounting support staff, including invoice entry, payment processing prep, and documentation., • Assist with analytical support on variances in operating expenses, utilities, and rent rolls., • Support payroll billback tracking by preparing and reviewing labor worksheets for upload into the accounting system., • Execute ad hoc assignments and support cross-functional projects as directed by the Assistant Controller or Controller. Qualifications • Bachelor’s degree in Accounting, • 1-2 years of general ledger analytic experience, • 1–2 years of experience in accounting or AP; real estate or construction accounting is a plus., • Familiarity with accounting software (Yardi preferred); strong Excel skills required., • Excellent organizational skills, attention to detail, and ability to manage deadlines., • Strong interpersonal and communication skills—especially in coordinating across teams and time zones., • Willingness to work with and manage offshore support staff in a process-driven environment.

• Harley Davidson

  

  Accounting Associate

  1 day ago

  Oakland

  Job Description We are seeking a detail-oriented and organized Accounting Assistant who desires to join one of the top performing dealerships in the country. The ideal candidate will possess strong financial acumen and a comprehensive understanding of accounting principles. This role supports the Accounting Director and will be responsible for AP/AR, account reconciliations, data entry and providing administrative support. Position will also have the opportunity to cross train on other administrative tasks of vehicle dealership. QUALIFICATIONS: Education: Bachelor’s degree in accounting, finance or business is preferred. Candidates with relevant coursework who are actively pursuing a degree are encouraged to apply. Experience: Proficiency with Microsoft Excel and Word required. Excellent attention to detail and organizations skills. Strong analytical skills with the ability to interpret complex financial data. Ability to work independently as well as collaboratively within a team environment. Previous work experience in an office environment is a plus. Specific Responsibilities: • Examine and distribute vendor invoices and other payment requests to appropriate general ledger account classifications., • Process invoices, receipts, and payments, ensuring timely and accurate transactions., • Maintain vendor records and track outstanding obligations payable and vendor credit memos by due date so as to optimize cash flow and take full advantage of attractive vendor payment terms., • Issue checks in payment of merchandise purchases, supplies, services and customer accommodations., • Prepare and mail invoices each month and follow up with delinquent accounts as needed., • Maintain accurate records of all transactions, ensuring data integrity., • Assist in reconciling accounts., • Perform 10 key typing tasks to ensure quick and accurate data input., • Contribute to team effort by accomplishing related tasks as needed. Required skills: In addition to the computer skills listed above, this position requires: • Strong understanding of double-entry bookkeeping., • Ongoing desire to learn and develop skills., • Strong interpersonal, decision making and problem-solving skills., • Attention to detail, thoroughness and organization., • Position is full-time with benefits., • Health benefits for full-time employees, • Paid time-off for full-time employees, • 401K plan, • Employee purchase program Job Type: Full-Time Benefits: • 401k, • 401k matching, • Dental insurance, • Vision insurance, • Disability insurance, • Employee discount, • Health insurance, • Health saving account, • Opportunities for advancement, • Paid time off, • Monday-Friday Work: In person

• Unlock Potential 360

  

  Remote Financial Representative- Entry Level

  1 day ago

  Oakland

  Job Description About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we’re ready to help you grow. Key Responsibilities: • Conduct virtual consultations via phone or video with individuals who have requested information, • Identify client needs and offer tailored coverage solutions, • Follow up with prospects and manage your pipeline in our CRM, • Participate in ongoing training and mentorship sessions, • Work independently and meet individual performance goals What We Offer: • Commission-based compensation with uncapped earning potential, • Warm, high-intent leads, • Remote work with flexible scheduling, • Access to ongoing coaching, scripts, and support, • Clear advancement path for motivated individuals Ready to take control of your time and income? Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Requirements Qualifications: • No sales experience required—training provided, • Excellent communication and interpersonal skills, • Self-disciplined, goal-oriented, and coachable, • Comfortable using basic digital tools (Zoom, CRM), • Must be legally authorized to work in the U.S., • Life insurance license preferred (or willingness to obtain with guidance) Benefits Benefits: • Dental insurance, • Flexible schedule, • Health insurance, • Vision insurance

• The Shepherd Law Group

  

  Accounting/Bookkeeper

  13 days ago

  Oakland

  Job Description The ideal candidate will be flexible, highly organized, detail oriented and have 1-3 years’ experience with QuickBooks desktop and CLIO as well as a similar amount of basic Law office administrative experience. They also must be able to pass a background check showing no issues that prevent them from handling cash or financial instruments. Experience with real estate or housing, and law firm practices. Responsibilities include but are not limited to: · Accounts Payable (data entry and processing) · Knowledge of Quickbooks Desktop & Quickbooks Payroll · Accounts Receivables (collecting and processing payments) · Reconciling bank accounts · Updating accrued sick/vacation time Additional basic administrative tasks include · Electronic and paper filing · Basic office scanning / routing of paper correspondence to staff members. · Working on other bookkeeping or office administrative matters as needed. Desired Qualifications: · 1-3 years working with Quickbooks (Pro, Non-profit or Enterprise Windows desktop versions). · AA or BA in Accounting or related field or equivalent experience. · Ability to qualify for a fidelity bond allowing handling of cash and checks as shown via a background check. · Experience with EXCEL & WORD based financial reporting and tracking · Excellent verbal and written communication skills. · Experience with timeslips/sage · Results-driven and team-oriented work style. · Well organized and detail oriented. Position can be full or part time and flexible hours and days. Company DescriptionPrivate law firm specializing in real estate law seeks experienced unlawful detainer attorney to handle cases involving landlord-tenant disputes, especially those related to evictions. Your commitment will be integral to our continued success and growth.Private law firm specializing in real estate law seeks experienced unlawful detainer attorney to handle cases involving landlord-tenant disputes, especially those related to evictions. Your commitment will be integral to our continued success and growth.