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The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: • Assist in basic account opening for existing customer, • Provide service delivery to internal/external customers to resolve account service issues, • Execute financial transactions in accordance with bank policies and procedures, • Refer opportunities to segment partners where appropriate, • Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively, • Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc., • Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 1-3 years of relevant experience, • Previous Retail Banking or similar experience required, • Consistently demonstrates clear and concise written and verbal communication skills Education: • High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. The salary range provided in this posting is based on a 40 hour work week. Job Family Group: Consumer Sales Job Family:Branch Sales Time Type:Part time Primary Location:San Diego California United States Primary Location Full Time Salary Range:$47,510.00 - $61,990.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is:$22.84 - $29.80 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date: Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

We are a growing service company looking for a detail-oriented and proactive Staff Accountant to join our finance team. This is a great opportunity for someone who enjoys working in a collaborative, fast-paced environment and wants to take ownership of core accounting functions.

Please take time to review ___ before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. Join a team where you’ll be the welcoming face of the bank and make a meaningful impact on clients every day. As a Floating Banker providing back‑up teller and banker support across multiple branches, you’ll help clients reach their financial goals while ensuring smooth, accurate, and friendly service. If you enjoy variety, connection, and being part of a supportive team, this role is a great fit. * In this role you'll • In this role you’ll process client transactions accurately, efficiently, and in alignment with established policies and procedures., • In this role you’ll deliver an exceptional client experience and represent the Bank with professionalism and care., • In this role you’ll support clients in achieving financial goals by referring Bank products and services, and connecting them with specialists when needed., • In this role you’ll perform high‑quality work within expected deadlines, with or without direct supervision., • In this role you’ll contribute positively as a collaborative team member across all assignments., • In this role you’ll maintain strong personal reliability and punctuality., • In this role you’ll sell Bank products and services through in‑person and phone conversations, meeting minimum referral expectations., • In this role you may open new accounts using the Banner Way sales process., • In this role you’ll provide back‑up teller or personal banker coverage at any retail branch in your assigned geographic region, with daily travel to various locations., • In this role you’ll follow all policies, procedures, security protocols, and regulatory requirements. What we're looking for • You have a High School Diploma or GED (Required)., • You have 2 or more years of teller experience, including sales experience with established goals (Required)., • You understand that an equivalent combination of education and experience can be considered in lieu of a degree. What helps you shine • You bring strong organizational skills and pay close attention to detail., • You’re comfortable using Windows‑based PC applications and a calculator., • You have solid math, problem‑solving, and basic negotiation skills., • You communicate clearly and professionally in person, over the phone, and in writing., • You build positive relationships easily and deliver excellent customer service., • You’re reliable, flexible, and able to work branch hours as needed., • You’re comfortable lifting and moving items up to 25 pounds. Travel • Up to 50% daily travel between branches within a defined geographic region. Our company values • Do the right thing, • Mutual respect, • Teamwork, • Accountability What our team says • "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." – Glassdoor review Compensation & benefits • Targeted starting salary range (based on experience): $ ___ plus $___ premium on top of base pay, • Annual incentive potential, • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life, • Paid vacation time, sick time and 11 company paid holidays, • 401k (with up to 4% match), • Tuition reimbursement

Please take time to review ___ before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. Join a team where you’ll be the welcoming face of the bank and make a meaningful impact on clients every day. As a Floating Banker providing back‑up teller and banker support across multiple branches, you’ll help clients reach their financial goals while ensuring smooth, accurate, and friendly service. If you enjoy variety, connection, and being part of a supportive team, this role is a great fit. * In this role you'll • In this role you’ll process client transactions accurately, efficiently, and in alignment with established policies and procedures., • In this role you’ll deliver an exceptional client experience and represent the Bank with professionalism and care., • In this role you’ll support clients in achieving financial goals by referring Bank products and services, and connecting them with specialists when needed., • In this role you’ll perform high‑quality work within expected deadlines, with or without direct supervision., • In this role you’ll contribute positively as a collaborative team member across all assignments., • In this role you’ll maintain strong personal reliability and punctuality., • In this role you’ll sell Bank products and services through in‑person and phone conversations, meeting minimum referral expectations., • In this role you may open new accounts using the Banner Way sales process., • In this role you’ll provide back‑up teller or personal banker coverage at any retail branch in your assigned geographic region, with daily travel to various locations., • In this role you’ll follow all policies, procedures, security protocols, and regulatory requirements. What we're looking for • You have a High School Diploma or GED (Required)., • You have 2 or more years of teller experience, including sales experience with established goals (Required)., • You understand that an equivalent combination of education and experience can be considered in lieu of a degree. What helps you shine • You bring strong organizational skills and pay close attention to detail., • You’re comfortable using Windows‑based PC applications and a calculator., • You have solid math, problem‑solving, and basic negotiation skills., • You communicate clearly and professionally in person, over the phone, and in writing., • You build positive relationships easily and deliver excellent customer service., • You’re reliable, flexible, and able to work branch hours as needed., • You’re comfortable lifting and moving items up to 25 pounds. Travel • Up to 50% daily travel between branches within a defined geographic region. Our company values • Do the right thing, • Mutual respect, • Teamwork, • Accountability What our team says • "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." – Glassdoor review Compensation & benefits • Targeted starting salary range (based on experience): $ ___ plus $___ premium on top of base pay, • Annual incentive potential, • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life, • Paid vacation time, sick time and 11 company paid holidays, • 401k (with up to 4% match), • Tuition reimbursement

Please take time to review ___ before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. Join a team where you’ll be the welcoming face of the bank and make a meaningful impact on clients every day. As a Floating Banker providing back‑up teller and banker support across multiple branches, you’ll help clients reach their financial goals while ensuring smooth, accurate, and friendly service. If you enjoy variety, connection, and being part of a supportive team, this role is a great fit. * In this role you'll • In this role you’ll process client transactions accurately, efficiently, and in alignment with established policies and procedures., • In this role you’ll deliver an exceptional client experience and represent the Bank with professionalism and care., • In this role you’ll support clients in achieving financial goals by referring Bank products and services, and connecting them with specialists when needed., • In this role you’ll perform high‑quality work within expected deadlines, with or without direct supervision., • In this role you’ll contribute positively as a collaborative team member across all assignments., • In this role you’ll maintain strong personal reliability and punctuality., • In this role you’ll sell Bank products and services through in‑person and phone conversations, meeting minimum referral expectations., • In this role you may open new accounts using the Banner Way sales process., • In this role you’ll provide back‑up teller or personal banker coverage at any retail branch in your assigned geographic region, with daily travel to various locations., • In this role you’ll follow all policies, procedures, security protocols, and regulatory requirements. What we're looking for • You have a High School Diploma or GED (Required)., • You have 2 or more years of teller experience, including sales experience with established goals (Required)., • You understand that an equivalent combination of education and experience can be considered in lieu of a degree. What helps you shine • You bring strong organizational skills and pay close attention to detail., • You’re comfortable using Windows‑based PC applications and a calculator., • You have solid math, problem‑solving, and basic negotiation skills., • You communicate clearly and professionally in person, over the phone, and in writing., • You build positive relationships easily and deliver excellent customer service., • You’re reliable, flexible, and able to work branch hours as needed., • You’re comfortable lifting and moving items up to 25 pounds. Travel • Up to 50% daily travel between branches within a defined geographic region. Our company values • Do the right thing, • Mutual respect, • Teamwork, • Accountability What our team says • "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." – Glassdoor review Compensation & benefits • Targeted starting salary range (based on experience): $ ___ plus $___ premium on top of base pay, • Annual incentive potential, • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life, • Paid vacation time, sick time and 11 company paid holidays, • 401k (with up to 4% match), • Tuition reimbursement

Please take time to review ___ before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Client Relationship Consultant II, you’ll play a key role in supporting clients through meaningful financial conversations and exceptional service. You’ll help guide individuals and families toward the products, tools, and support they need while contributing to the daily success of the branch. Your work strengthens client relationships and helps create a welcoming, trusted banking experience. * In this role you'll • Provide an exceptional sales and service experience while supporting daily branch operations., • Assist with training, mentoring, and coaching new team members as they build confidence in their roles., • Develop relationships with clients and community partners to build a strong consumer lending pipeline., • Participate in outbound calls and joint client appointments with the Branch Manager and business partners., • Consult with clients to understand their needs and recommend banking products, services, and digital tools., • Identify opportunities to deepen relationships and refer clients to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services., • Process financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments., • Balance your cash drawer with accuracy in currency and coin handling., • Communicate proactively with clients to educate, resolve issues, and strengthen loyalty., • Hold scheduled and walk‑in appointments to uncover needs and provide tailored solutions., • Open new accounts, maintain existing accounts, and resolve account‑related issues while ensuring compliance with policies and regulations., • Support lending activities by answering client questions, completing loan applications, and preparing documentation. What we're looking for • You have a High School Diploma or G.E.D. (Required)., • You bring 2 or more years of experience as a banker, client relationship consultant, or in a similar sales role with established goals (Required)., • An equivalent combination of education and experience can be considered in lieu of a degree. What helps you shine • You bring intermediate knowledge of retail banking products, policies, systems, and account types, including more complex accounts., • You can review client credit data and financial information to identify needs and recommend solutions., • You understand consumer and business lending best practices and enjoy supporting lending conversations., • You’re skilled in consultative selling, cross-selling, and developing referral networks., • You build strong client relationships through excellent communication and interpersonal skills., • You manage multiple priorities with ease and adapt quickly to changing client or branch needs., • You are confident using Microsoft Outlook, Word, and related business tools., • You maintain professionalism in person, over the phone, and through email., • You can lift and move up to 25 pounds as part of the role. Our Company Values • Do the right thing, • Mutual respect, • Honesty and integrity, • Accountability What Our Team Says • "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." – Glassdoor review Compensation & Benefits • Targeted starting salary range (based on experience): $22 - $30, • Annual incentive potential, • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life, • Paid vacation time, sick time and 11 company paid holidays, • 401k (with up to 4% match), • Tuition reimbursement

Remote Underwriter – Conventional & Government Company: Cornerstone Mortgage Group Location: Remote (U.S.) Employment Type: Permanent Salary: $90,000-$105,00 per year Openings: 3 Position Overview Cornerstone Mortgage Group is seeking an experienced Remote Underwriter to evaluate and underwrite residential mortgage loan files across Conventional and Government programs, with a strong emphasis on FHA underwriting. This role is responsible for ensuring loan quality, compliance, and salability while meeting regulatory, investor, and company guidelines. Key Responsibilities • Underwrite Conventional (FNMA/FHLMC) and Government loans (FHA, VA, USDA) in accordance with agency guidelines, investor overlays, and internal policies, • Review and analyze borrower credit, income, assets, liabilities, and collateral to assess eligibility and risk, • Interpret and apply investor overlays using AllRegs and agency updates to underwriting decisions, • Issue clear and well‑documented approvals, conditions, counteroffers, or denials, • Review appraisals, title, and supporting documentation to ensure compliance and loan salability, • Utilize DU, LP, and GUS, and perform manual underwriting when required, • Collaborate with loan officers, processors, closers, and post‑closing teams to resolve conditions and meet turn‑time expectations, • Maintain compliance with FHA/HUD, VA, FNMA, FHLMC, TRID, RESPA, and applicable federal and state regulations, • 3+ years of residential mortgage underwriting experience, • Hands‑on underwriting experience with Conventional and Government loan products (FHA required), • Proven experience researching investor overlays in AllRegs, • Experience underwriting VA and/or USDA loans, • FHA Direct Endorsement (DE) and/or VA SAR certification

We are seeking a detail-oriented and collaborative Analyst to support the Accounting team in driving process improvements, reporting enhancements, and system initiatives. This role is ideal for someone with an accounting background who enjoys working cross-functionally to improve operational efficiency and support strategic initiatives. Responsibilities: • Support and/or lead projects aimed at enhancing accounting processes through automation and system improvements, • Assist with system implementations and enhancements, including immediate support for a new billing system rollout, • Perform detailed user acceptance testing (UAT) and coordinate issue resolution with internal teams and third-party vendors, • Collaborate with Accounting and cross-functional teams to gather business requirements and produce clear, actionable documentation, • Develop and maintain process documentation to support operational consistency and compliance, • Refine and develop reporting tools and dashboards to support Accounting and Finance decision-making, • Assist in implementing enhancements to the control environment and supporting compliance initiatives, • Develop and perform user training as needed Qualifications: • Bachelor’s degree in Accounting, Finance, or related field, • 2+ years of experience in an accounting, finance, or analytical function, • Strong technical skills including SQL and advanced Microsoft Excel, • Experience with ERP systems such as Oracle Financials, • Proficiency in developing reports leveraging tools such as Oracle OTBI, Smartview, and SSRS, • Familiarity with Close Management and Reconciliation solutions (e.g., FloQast), • Experience writing business requirements and process/design documentation, • Excellent communication skills with the ability to work across technical and non-technical teams, • Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment, • Experience with reporting and visualization tools (e.g., Tableau, Power BI, Oracle BI, and SSRS), • Alteryx experience preferred

Job Title Program Manager – Consumer Group PMO (Contract) Location • Hybrid in San Diego CA (2-3 days on site per week) Overview We are seeking a mid-level Contractor Program Manager to support high-impact change management initiatives. This role will partner across teams to help plan, coordinate, and drive execution of activities that enable successful organizational change, process adoption, and business readiness. The ideal candidate brings strong program management fundamentals, solid business acumen, and a tech-forward mindset. This person should be comfortable using modern AI tools such as Claude, Cursor, and similar platforms to improve productivity, streamline workflows, and support better decision-making. Responsibilities • Support the planning and execution of cross-functional change management initiatives., • Drive coordination across business, operations, product, and technical stakeholders., • Build and maintain program plans, milestones, status updates, and action trackers., • Partner with stakeholders to identify risks, dependencies, and change impacts., • Develop communication, readiness, and adoption plans to support implementation., • Provide structure and follow-through in a fast-moving environment with evolving priorities., • Use data, business context, and stakeholder input to support prioritization and decision-making., • Apply a technology-forward approach, including use of AI tools, to improve execution and efficiency., • Prepare clear updates and materials for leadership reviews and project checkpoints. Skills / Qualifications • 5+ years of experience in program management, project management, or related business operations roles., • Experience supporting change management, transformation, or process improvement initiatives., • Strong organizational and execution skills with the ability to manage multiple workstreams., • Demonstrated ability to work cross-functionally and influence without direct authority., • Strong written and verbal communication skills., • Strong business acumen with the ability to connect program work to business outcomes., • Comfortable using modern AI tools such as Claude, Cursor, and similar technologies., • Proficiency with collaboration and project tools such as Google Workspace, Microsoft Office, Jira, Asana, or Smartsheet.

Position Title: Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: San Diego, CA Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed. Primary Responsibilities: · Full-Cycle Account Management: Oversee the entire account lifecycle, including preparation of new account paperwork, processing of ACATS/transfers, and handling "Not In Good Order" (NIGO) resolutions. · Operational Concierge: Serve as the first point of contact for advisors regarding operational inquiries, providing "white-glove" support for money movement (Wires, ACH, Journals) and RMD processing. · Custodial Operations: Manage daily interactions with custodial partners (Schwab, Fidelity, etc.) to advocate for advisor needs and expedite pending service requests. · Trade & Portfolio Administration: Execute investment operations tasks, including processing trade requests, portfolio rebalancing support, and maintaining accurate account attributes in the billing and reporting systems. · Training & Empowerment: Educate new advisory teams on the firm’s operational workflows and proprietary tech stack to ensure they can navigate our systems independently. · Risk & Compliance Oversight: Ensure all client service activities adhere to firm and SEC/FINRA regulations, specifically regarding identity verification and secure money movement. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Service Excellence: A "client-first" mentality with the ability to turn complex operational hurdles into positive service outcomes. · Operational Discipline: High attention to detail; you are the person who catches the small error before it becomes a large problem. · Multitasking Mastery: Ability to pivot between a phone call with an advisor and a complex money movement task without losing accuracy. · Ownership: A proactive approach to following up on open items until they are fully resolved. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $60,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 11512 El Camino Real, San Diego, CA 92130; this is an in-office position Company Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.

Title: Senior Financial Analyst Company: Well‑established nonprofit organization Compensation: $88K-$105K base salary Location: San Diego, North County (4 days onsite, 1 day remote) Overview This role supports strategic finance, planning, and analysis in a mission‑driven, complex operating environment. The Senior Financial Analyst partners with technical and administrative leaders to support financial decision‑making, long‑range planning, and continuous process improvement across multiple funding sources. Why This Role Stands Out • Opportunity to be part of a mission‑oriented nonprofit making a real impact, • Collaborative team with strong camaraderie, • Dog‑friendly workplace - bring your dog to work Key Responsibilities • Lead forecasting, annual budgeting, and long‑range planning across departmental and program‑based funds, • Deliver financial analysis and strategic insights to support organizational commitments, • Develop and maintain forecasting models, KPIs, and performance measurement tools, • Evaluate processes to drive efficiencies and support new initiatives or strategic investments, • Partner with leadership to evaluate new opportunities and priorities, • Prepare executive‑level and board‑ready financial materials under tight deadlines Minimum Qualifications • 3+ years of relevant experience in biotech, technology, or similarly complex environments, • Strong analytical skills with the ability to translate data into clear insights, • Experience operating in fast‑paced, evolving, and ambiguous settings, • Advanced Excel and financial modeling skills, • Bachelor's degree in Finance or related discipline Preferred Qualifications • Background in investment banking or management consulting, • Experience partnering with senior leaders and cross‑functional stakeholders, • Strong written and verbal communication skills, • Proven ability to manage multiple priorities with high ownership Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products. Equal Opportunity Notice Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact . Vaco by Highspring also wants all applicants to know their rights that ___. Representation Notice By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client. Privacy Notice Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies. • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees ___., • Virginia residents may access our state specific policies ___., • Residents of all other states may access our policies ___., • Canadian residents may access our policies in English ___ and in French ___., • Residents of countries governed by GDPR and UK GDPR may access our policies ___. Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (___). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: · the individual's skill sets, experience and training; · licensure and certification requirements; · office location and other geographic considerations; and · other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).

The Company: Coast Funding is an alternative funding provider to small and mid-sized businesses across the United States. We pride ourselves on representing excellence in every aspect of our company and were recognized by the San Diego Business Journal as a 2025 Best Place to Work in San Diego. Our core values drive us to be career-focused, hard-working, and committed to making a positive impact. Our team creates a culture of success through hard work, accountability and dedication. The environment is best described as fast paced, collaborative, technology focused and data driven. The Role: We are seeking a motivated Business Funding Advisor who embodies our core values and is ready to contribute to our team’s success. This phone sales role is perfect for someone who thrives in a fast-paced environment, values clear and transparent communication, and is dedicated to building lasting relationships with clients. Key Responsibilities: • Represent Excellence: Deliver outstanding service and maintain the highest standards in every client interaction., • Career Focused: Embrace opportunities for professional growth and development within our team., • Hard Work & Accountability: Exhibit a strong work ethic and take ownership of your performance., • Clear Communication: Engage with clients with integrity and transparency, ensuring they feel valued and understood., • Positive Attitude: Maintain a can-do attitude, regardless of circumstances, to inspire and motivate those around you., • Desire for Self-Improvement: Continuously seek ways to enhance your skills and knowledge, understanding that growth is an ongoing process., • Long-Term Vision: Prioritize sustainable success and recognize that today’s efforts are investments in tomorrow’s results., • Relationship Focused: Build and nurture strong client relationships by being personable, trustworthy, and attentive., • Make a Lasting Impression: Ensure every client interaction is memorable and impactful, knowing that first impressions matter. Qualifications: • Proven experience in phone sales, with 2+ years’ experience required., • Exceptional communication and interpersonal skills., • A positive attitude and resilience in overcoming challenges., • Strong work ethic with a commitment to accountability and excellence., • Ability to work independently and as part of a team., • Eagerness to learn and grow professionally. What We Offer: • The San Diego Business Journal as a 2025 Best Place to Work in San Diego, • Competitive base salary with performance-based commission ($100,000 - $150,000 first year earning expectation for qualified Sales Professionals)., • Opportunities for career advancement and professional development., • A supportive and collaborative team environment., • 100% in-office role San Diego (no remote opportunities)., • Comprehensive training to help you succeed and grow., • Health and wellness benefits, including health/dental/vision insurance, 401k with company match., • Paid time off and a healthy work/life balance(weekends and holidays are all yours). Coast Funding is an Equal Opportunity Employer. All applicants are considered for employment without regard to race, religion, gender, age, nationality, sexual orientation, disability or veteran status.

🌟 Now Hiring: Lead Senior Financial Planning Analyst 📍 San Diego, CA (Hybrid) 💼 Direct Hire 💰 $130,000 – $140,000 + 15% Annual Performance Bonus Step into a high-impact finance leadership role where your insights directly shape strategic decisions across North America. This is an opportunity to take ownership of forecasting, budgeting, and financial planning processes while mentoring a collaborative team and influencing business outcomes at scale. What You’ll Be Doing You’ll lead critical financial planning cycles—including forecasts, budgets, and performance tracking—while partnering closely with business leaders across multiple regions. Your ability to translate complex financial data into clear, actionable insights will help drive smarter decisions and stronger results. In this role, you’ll also play a key part in strengthening the financial planning function—reviewing team outputs, guiding peers, and improving internal processes. From consolidated reporting to ad-hoc analysis, your work will span both strategic and operational finance. Why This Role Stands Out • Visibility across North American operations and leadership teams, • A mix of strategic planning and hands-on financial analysis, • Opportunity to mentor and influence a growing FP&A team, • Exposure to international reporting environments and multi-entity structures What We’re Looking For You bring a strong foundation in financial planning, reporting, and analysis, along with the confidence to operate in a fast-paced, global environment. You’re someone who can zoom out to see the big picture while still diving deep into the numbers. You likely have: • A Bachelor’s degree in Finance, Accounting, or a related field (MBA preferred), • 7–9 years of experience in financial planning, reporting, or budgeting, • Strong analytical skills with experience supporting business decision-making, • Advanced Excel and solid PowerPoint/Word capabilities, • Experience with multi-currency environments and familiarity with GAAP vs. IFRS, • A collaborative mindset with the ability to influence across teams EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Suna Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state, and federal laws. REQUESTING AN ACCOMODATION Suna Solutions is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Suna Solutions and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Suna Solutions and have accommodation needs for a disability or religious observance, please call us at 1 (888) 223-4788, send us an email or speak with your recruiter. PAY TRANSPARENCY POLICY STATEMENT Compensation for roles at Suna Solutions varies depending on a wide array of factors including but not limited to the specific client, office or remote location, role, skill set and level of experience. As required by local law, Suna Solutions provides a reasonable pay scale to include the hourly or salary range that Suna Solutions reasonably expects to pay for roles that may be hired in California, Colorado, New York City or Washington.

Job Title: Vice President of Human Resources Location: San Diego, CA (Hybrid / Remote flexibility) Compensation: $160,000 – $200,000 + bonus About the Opportunity Our client is a high-growth, nationally recognized organization within the financial services space, known for its strong culture, innovation, and consistent recognition as a top workplace. As the company continues to scale, they are seeking a Vice President of Human Resources to play a critical role in shaping the next phase of growth. This is a highly visible leadership position offering the opportunity to influence both strategy and execution. You’ll partner closely with executive leadership to build and evolve a best-in-class HR function—driving organizational effectiveness, enhancing employee experience, and ensuring the infrastructure, talent, and culture are in place to support continued expansion. The ideal candidate thrives in a dynamic environment and enjoys balancing big-picture strategy with hands-on leadership, making a meaningful impact across all aspects of HR. Key Responsibilities HR Strategy & Leadership • Develop and execute a scalable HR strategy aligned with business goals, • Serve as a trusted advisor to senior leadership on organizational design, workforce planning, and change management, • Champion a strong, values-driven culture and employee engagement initiatives, • Oversee full-cycle recruiting and talent acquisition strategy, • Lead performance management, leadership development, and career pathing initiatives, • Oversee HR systems (HRIS), data, and reporting to drive informed decision-making, • Manage compensation, benefits, and total rewards strategy in partnership with finance, • Lead and develop a small HR team, fostering accountability and collaboration, • 10+ years of progressive HR experience, including senior leadership responsibility, • Proven experience building or scaling HR functions in mid-sized or growing organizations, • Strong expertise in employee engagement, talent management, and HR operations, • Experience leveraging HRIS platforms (e.g., Paylocity or similar), • Excellent communication, leadership, and problem-solving skills, • High visibility with executive leadership, • Opportunity to shape and scale the HR function in a growing organization, • Balance of strategic leadership and hands-on impact Apply directly or send your resume to Katie Illam at .

Senior Actuarial Analyst (Hybrid #58477) Looking for the peace of mind that comes from working with a well-established company? P&C insurer is seeking a Senior Actuarial Analyst who will provide expertise in the areas of data acquisition, actuarial rate indications, loss reserve analysis, and financial or generalized linear modeling. Exam Support provided. (#58477) Requirements: • Bachelor's degree., • ACAS or Student Actuary., • at least 3 CAS exams completed., • 5+ years of actuarial experience., • background in pricing or reserving., • ability to extract & manipulate data in SQL and R., • Effective communication skills., • Ability to work independently. Compensation: • San Diego, CA / Hybrid

Job Title: Note Team Specialist / Mailroom Clerk Pay Rate: $18-$20/hr Location: San Diego CA 92111 Duration: 3 months contract. Must Have • Basic Excel, • Computer, • Microsoft Teams Required: • 1+ year (s) total related mortgage experience required., • Proficient MS Word, Excel and windows software., • Experience in USPS, UPS and FedEx Essential Functions • Received and open incoming USPS, UPS and FedEx mail addressed to “Final Docs – Notes”., • Create manila folders for all daily received notes (not limited to writing loan numbers, borrowers last names and warehouse bank codes on manila folders)., • Identify any issues with the original note(s) while opening mail and advise Note Team Supervisor., • Properly identify 1st lien notes vs 2nd lien notes received., • Building warehouse bank packages for all note in accordance to warehouse guidelines., • Build FedEx boxes daily that will be used to ship notes their respective warehouse banks., • Sort and file notes in accordance to the warehouse they will be shipped to, • Review and Audit notes received that have not funded daily, • Assist in all areas of the Note Team as needed. Qualifications • High school graduation or equivalent, along with 1+ year (s) total related mortgage experience required., • Proficient MS Word, Excel and windows software., • Ability to effective use email, word processing, desktop, electric typewriter, ten- key calculator, photo copiers., • Ability to convey important information to management and staff members through the Email system, in person and on the telephone., • Ability to understand Federal, State, Investor and regulatory agency material. EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Suna Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state, and federal laws. REQUESTING AN ACCOMODATION Suna Solutions is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Suna Solutions and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Suna Solutions and have accommodation needs for a disability or religious observance, please call us at 1 (888) 223-4788, send us an email or speak with your recruiter. PAY TRANSPARENCY POLICY STATEMENT Compensation for roles at Suna Solutions varies depending on a wide array of factors including but not limited to the specific client, office or remote location, role, skill set and level of experience. As required by local law, Suna Solutions provides a reasonable pay scale to include the hourly or salary range that Suna Solutions reasonably expects to pay for roles that may be hired in California, Colorado, New York City or Washington.

Actuarial Manager, Pricing Grown as much as you can in your current role? Take this opportunity to expand your skillset and gain new responsibilities. One of the largest insurance companies worldwide is in search of an Actuary who will work as a technical expert on pricing. This individual will direct the work of more junior analysts as well as monitor underwriting results & other actuarial valuation functions. (#58475) Requirements: • Bachelor's Degree., • FCAS designation., • 5+ years of actuarial experience., • At least 3 years of management experience., • Background in Pricing and/or Reserving., • Experience with Personal Lines Home & Auto., • Proficiency with Excel, VBA, and Python. Compensation: • San Diego, CA / Hybrid

Remote Sales Opportunity with Unlimited Potential — Sales Customer Representative at Joseph and Young Joseph and Young is currently looking for motivated individuals to join our growing remote team. As a Sales Customer Representative, you’ll have the opportunity to work from home, connect with qualified prospects, and earn based on your performance. This role is ideal for individuals who want flexibility, independence, and the ability to grow their income without traditional limitations. What You’ll Do Your main focus will be working with warm leads and helping them explore solutions that fit their needs. Your responsibilities will include: • Reaching out to interested prospects, • Conducting virtual presentations, • Explaining product benefits clearly, • Building and maintaining client relationships, • Following up to close opportunities, • Tracking your sales activity, • You’ll be offering financial products such as life insurance, annuities, and Indexed Universal Life (IUL) policies. What We Provide • Remote work environment (Work from Home), • Flexible schedule, • Access to qualified leads, • Training and mentorship, • Incentive programs and recognition, • Optional exchange benefits to life and health insurance access What We’re Looking For • Self-motivated individuals, • Strong communicators, • Goal-oriented mindset, • Positive and professional attitude, • Willingness to learn and grow Earning Potential This is a commission-based independent opportunity, meaning your income is directly tied to your performance. There is no cap on earnings. Limited to candidates located in the United States. Get Started Today If you’re ready to take control of your schedule and income, apply now and start your journey with Joseph and Young. We don't consider International candidates as of this time.

Work remotely. Take control of your income. Launch quickly with full training and support. Silicon Valley Financial is currently expanding and offering a fully remote opportunity for individuals seeking flexibility paired with strong earning potential. Our model is designed for rapid growth, and many new team members reach six-figure earnings within their first year by following a clear, proven system that works. From the very beginning, you’ll be guided through a complete onboarding program with continuous coaching to ensure you have the skills, tools, and confidence to perform effectively. We’ve simplified the process so you can stay focused on high-impact activities, building connections and driving results without unnecessary distractions. In this role, you’ll contribute directly to company growth by engaging with interested clients, identifying their needs, and offering personalized solutions. The position offers autonomy, schedule flexibility, and a direct link between your performance and your income. Key Responsibilities: • Engage with qualified prospects through phone, video calls, and digital platforms (no cold outreach required - leads are provided), • Present products and services in a clear and compelling way, • Follow a structured workflow designed to improve productivity and outcomes, • Develop and maintain strong client relationships, • Track leads, monitor progress, and achieve performance goals, • Attend training sessions and implement feedback for ongoing development What You’ll Receive: • Fully remote work setup - operate from anywhere with no commute, • Unlimited earning potential through a scalable compensation structure, • Access to a system that has helped many individuals achieve six-figure income within a year, • Comprehensive onboarding to get you started quickly, • Continuous mentorship from experienced professionals, • A supportive, driven team environment focused on growth and success, • Health and Life insurance exchange options, • Enjoy fully covered travel experiences with flights, accommodations, and select activities all paid for, so you can focus on the experience without worrying about expenses. What We’re Looking For: • Self-driven and results-focused individuals, • Ability to work independently in a remote environment, • Strong communication skills, both written and verbal, • Willingness to learn, adapt, and apply coaching, • Previous sales experience is helpful but not required (we provide full training) This opportunity is ideal for those looking to move beyond traditional income limits and step into a performance-based environment where effort and consistency are rewarded. Your success here is directly influenced by your dedication, giving you full control over your financial growth. Many individuals have elevated their careers through this system, reaching milestones they once considered unattainable. If you’re ready to pursue similar results, we invite you to apply. Compensation: This is a commission-based independent contractor opportunity (1099 structure).

Kenneth Brown Agency is seeking ambitious individuals to join our growing organization as a Sales Representative. This is a unique opportunity to build a rewarding career from the comfort of your home while benefiting from a high-income potential environment. Our company has developed a simple and efficient sales system designed to help individuals succeed quickly. By following our streamlined steps and utilizing our resources, many of our representatives have been able to achieve six-figure earnings even in their rookie year. As a Sales Representative, your primary focus will be to communicate with prospective clients, understand their financial goals, and match them with solutions that meet their needs. You’ll be supported by a structured onboarding program and ongoing training to ensure you feel confident and capable from day one. Key Responsibilities: • Reach out to and follow up with potential clients (No cold calling), • Conduct virtual presentations and consultations, • Utilize company tools and systems to manage leads and sales, • Build trust and long-term client relationships, • Consistently improve performance through coaching and feedback, • Provide Expert Solutions: Present customized Life Insurance, IUL, and Annuity plans. Why Join Kenneth Brown Agency? • Fully remote position - work from anywhere, • Performance-driven culture with unlimited earning potential, • Proven training system that simplifies the sales process, • Opportunities for growth and leadership roles, • Collaborative and motivating team environment, • Exchange option opportunities to secure healthcare and life insurance. Ideal Candidate: • Driven, positive, and results-focused, • Comfortable working independently in a remote setting, • Strong communication skills, • Open to learning and applying new strategies This role is perfect for individuals who want more control over their income and are ready to take advantage of a system that has already helped many succeed at a high level. Start a commission-based role where no experience is needed, just a positive attitude and willingness to learn and enjoy uncapped earning potential with a realistic path to six figures within your first year. We’ll train you step-by-step, provide the tools you need, and support you along the way so you can confidently build a flexible, high-income work-from-home career.

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM). Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses. During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in. Responsibilities • Responsible for prospecting new clients, • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas., • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN, • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date., • Attend weekly team meeting and weekly one-on-one with leader, • Additional responsibilities may be assigned as needed Minimum Qualifications • 18 years of age or older, • Valid Driver’s License and valid automobile insurance, • Successful completion of pre-employment background check, • Must live in area relative to job posting location, • At least two years of relevant experience, • Excellent prospecting, communication, presentation, and networking skills, • Works well independently and as part of a team, • Incentive-driven sales “hunter”, • Professional demeanor and impeccable integrity, • High sense of urgency and innate sales talent, • Enjoys cold-calling and speaking with people face to face, • Accountable for measurable, high-quality, timely results, • Ability to be in the field, a minimum of 50% of the time Preferred Qualifications • High school diploma/GED, • Prior experience in a B2B Sales role, • Prior experience with a CRM tool, such as Salesforce or Hubspot Competencies • Awareness, • Driven, • Resilient, • Respectful, • Committedness Compensation (pay transparency) and Benefits • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy., • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity., • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement. Nevada and Colorado

Your Career, Redefined Take charge of your time, maximize your income, and grow a career from the comfort of your home. If you’re seeking a remote role that offers flexibility and high earning potential, this opportunity is designed with you in mind. About Beacon National Agency Beacon National Agency is a rapidly expanding financial services firm committed to innovation, client-focused solutions, and long-term financial security. Our mission is to help individuals and families protect their future while equipping our team with the training, resources, and ongoing support needed to succeed and grow. The Role As a Sales Representative, you’ll be the trusted advisor clients count on. You’ll: • Build sincere relationships with pre-qualified clients., • Learn their financial hopes, goals, and needs., • Recommend tailored Life Insurance, IUL, and Annuity solutions., • Walk them through every step of the process., • Keep everything organized in our easy-to-use CRM. Why You'll Love It • Unlimited earning potential - you control your success., • Flexible schedule and full autonomy., • All warm leads - absolutely no cold calling., • Supportive team culture with training and mentorship., • Health and life insurance benefits exchange options available. The Ideal You You’re great with people, proactive, and thrive working independently. You care as much about helping others as achieving your own goals. This is a 1099 commission-based opportunity designed for individuals who want true independence and unlimited earning potential, all while working from the comfort of home. In this fully remote role, you’ll connect with individuals who have already expressed interest in learning more, allowing you to focus on meaningful conversations instead of cold prospecting. You’ll guide clients through valuable financial solutions such as IULs, annuities, and life insurance, helping them make informed decisions for their future. With no cap on your income, your results directly reflect your effort giving you the opportunity to earn a six-figure income in your first year by following a proven, step-by-step system. You control your schedule, work from anywhere, and build a business that fits your lifestyle, all while receiving the training and support needed to succeed. At this stage, only in-country applicants will be reviewed. If you’re ready to take charge of your future, join Beacon National Agency today.

Job Title: Financial Counselor Location: San Diego, CA (On-site only) Employment Type: Full-Time Salary Range: $28 - $31 About Us At Reproductive Partners San Diego, we are proud to support individuals and families on their fertility journey with compassion, innovation, and personalized care. As a recognized leader in reproductive health, we are seeking a dedicated Financial Counselor to join our on-site team and help patients navigate the financial aspects of treatment with clarity and confidence. Position Summary The Financial Counselor will guide patients through insurance coverage, billing procedures, and available financial assistance options. You will act as a key liaison between patients, healthcare providers, and insurance companies to ensure transparency and resolution in all financial matters related to fertility care. Key Responsibilities • Educate patients on insurance benefits, limitations, and expected out-of-pocket expenses, • Interpret and review medical bills, insurance claims, and financial documents for accuracy, • Coordinate with providers and insurers to resolve payment issues and disputes, • Assess eligibility for financial assistance and assist with applications, • Explain billing codes, insurance terminology, and payment obligations to patients, • Maintain comprehensive and accurate financial records for each patient, • Stay current with changes in healthcare insurance policies and billing procedures Must-Have Qualifications • Prior healthcare experience (clinic, hospital, or medical office), • General knowledge of insurance plans and terminology, • Insurance claims and billing experience, • Strong customer service skills – both written and verbal, • Analytical and problem-solving skills with excellent attention to detail Nice to Have • Experience at a fertility or IVF clinic, • Bilingual (Spanish preferred), • Proficiency in Microsoft Excel Automatic Disqualification • Applicants seeking remote-only or part-time roles will not be considered Qualifications • Bachelor’s degree in healthcare administration, Finance, Business, or equivalent experience, • Knowledge of medical billing systems, insurance procedures, and patient finance, • Ability to manage confidential information with professionalism and discretion, • Empathy, integrity, and a patient-first mindset Why Join Us? • Opportunity to make a meaningful impact in patients’ lives, • Collaborative and supportive clinical team, • Competitive compensation and growth potential, • Work with a nationally recognized fertility practice

Revenue Cycle Billing Specialist.Senior Director, Revenue Cycle Management.Complete patient eligibility verification for commercial and government payers.Investigate patient insurance benefits to advise patients on payment options and out-of-pocket expectations for Octave’s MS services.Communicate

Job Title: Bankruptcy Assistant Pay Rate: $20–$27 per hour Duration: 6-Month Contract-to-Hire Location: San Diego, California, 92111 Schedule: Monday – Friday | 9:00 AM – 5:00 PM Job Overview We are a well-established mortgage banking organization dedicated to helping individuals achieve homeownership through affordable financing solutions and exceptional service. With decades of industry experience, we pride ourselves on professionalism, integrity, and customer-first values. We are currently seeking a Bankruptcy Assistant for a 6-month contract-to-hire opportunity. This role is critical in supporting bankruptcy operations, ensuring compliance with regulations, and delivering a high level of service to customers during sensitive financial situations. Key Responsibilities • Independently manage a Chapter 7 bankruptcy portfolio, • Prepare reaffirmation agreements in accordance with investor guidelines and coordinate with attorneys, • Maintain accurate and detailed system notes regarding case activity, follow-ups, and communications, • Handle inbound calls related to bankruptcy payments with professionalism and empathy, • Process invoices from vendors and attorneys for review and approval, • Review and complete mortgage assignment documentation as required, • Manage and distribute communications from the bankruptcy email inbox, • Support audit processes by gathering and uploading required documentation, • Monitor deadlines and manage multiple priorities in a fast-paced environment, • Review loan population reports and ensure required inspections are completed and documented, • Audit completed files for accuracy and upload into document retention systems, • Handle court notifications, inbound mail, and payment processing, • Ensure compliance with all internal policies and regulatory requirements Qualifications • High School Diploma or equivalent required; some college coursework preferred, • Minimum 3 years of experience in mortgage servicing or foreclosure processing, • At least 2 years of bankruptcy-related experience, • Strong organizational skills with attention to detail, • Ability to work in a deadline-driven, fast-paced environment, • Excellent verbal and written communication skills, • Strong customer service skills with the ability to handle sensitive situations professionally, • Basic math and computer skills required, • Proficiency in Microsoft Office (Word, Excel) and cloud-based tools, • Experience with document retention systems (e.g., Blitzdoc, AIQ) is a plus, • 10-key proficiency preferred EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Suna Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state, and federal laws. REQUESTING AN ACCOMODATION Suna Solutions is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Suna Solutions and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Suna Solutions and have accommodation needs for a disability or religious observance, please call us at 1 (888) 223-4788, send us an email or speak with your recruiter. PAY TRANSPARENCY POLICY STATEMENT Compensation for roles at Suna Solutions varies depending on a wide array of factors including but not limited to the specific client, office or remote location, role, skill set and level of experience. As required by local law, Suna Solutions provides a reasonable pay scale to include the hourly or salary range that Suna Solutions reasonably expects to pay for roles that may be hired in California, Colorado, New York City or Washington.

My client, a financial/mortgage client seeks a Bankruptcy Assistant to prepare reaffirmation agreements, process invoices, review supporting documents, and handle inbound calls. The role ensures systems are updated, statuses are communicated, and bankruptcy court submissions are completed accurately and on time. Type: Temp to hire after 6-month Start Date: ASAP Location: Onsite, San Diego, CA 92111 (can become hybrid after perm) Pay Rate: $26/hr Schedule: Monday - Friday, 7am- 3.30pm Functions • Independently manage a Chapter 7 Bankruptcy portfolio., • Prepare Reaffirmation Agreements per investor guidelines and route to attorneys promptly., • Document all actions, delays, follow‑ups, and customer interactions with detailed system notes., • Handle inbound calls regarding Bankruptcy payments while delivering a professional, customer‑focused experience., • Process vendor and attorney Bankruptcy invoices for managerial review and approval., • Review and complete mortgage assignments as required., • Manage the central Bankruptcy email inbox and distribute items to assigned specialists., • Pull and upload audit documentation to designated shared drive locations., • Prioritize and manage multiple deadlines and competing tasks effectively., • Review Safeguard Bankruptcy loan population reports, verify inspection completion, and update system records., • Audit completed files for accuracy and ensure proper document retention., • Adhere to corporate, internal, external, and compliance policies., • Obtain vendor fee and cost requests., • Review of Bankruptcy plans., • Process electronic court notifications., • Handle inbound mail and receive checks. Qualifications • Experience in the mortgage industry. Bankruptcies or Foreclosures is desirable but not a must., • Highly organized and detail oriented; ability to work in a fast-paced, deadline-driven environment required., • Basic math skills., • Excellent verbal and written communication skills required., • Proficiency in Microsoft Office Suite, Word, Excel, Wiki, cloud-based programs

Executive Personal Assistant to Private UHNW Executive (Large Remote Flexibility) – $190k-$250k plus fully paid benefits! We are seeking a highly organized, detail-oriented Executive Personal Assistant to support a dynamic, globally active UHNW Executive / Principal with a diverse portfolio spanning business ventures, investments, and philanthropic initiatives. He is known to be warm, engaging, and not a purely transactional Principal. This role operates at the intersection of executive and personal support, managing a complex and ever-evolving ecosystem that includes professional obligations, personal logistics, and high-touch external relationships. The Principal maintains a fast-paced schedule across multiple time zones, requiring an EA/PA who can anticipate his needs, prioritize effectively, and operate with a high degree of autonomy. There will be some face to face time with the Principal at his office when he is in Palo Alto, however the role offers a high degree of flexibility given the Principal’s frequent travel, allowing the assistant to manage their schedule with autonomy. Responsibilities: • Manage a complex, fluid calendar across multiple time zones, ensuring seamless coordination of his professional, personal, and philanthropic commitments, • Coordinate extensive domestic and international travel, including multi-leg itineraries, last-minute changes, and real-time problem-solving, • Serve as a central point of contact across a broad network of stakeholders, including internal teams, external partners, and household staff across multiple locations, • Provide day-to-day personal and operational support, handling a wide range of ad hoc requests with discretion and efficiency, • Assist with planning and execution of small- to mid-scale events (professional and personal), including vendor management, logistics, and guest coordination, • Support ongoing projects tied to his residences, investments, and philanthropic initiatives, tracking timelines, deliverables, and key stakeholders Requirements: • 10–20+ years of experience supporting a senior executive or principal in a fast-paced, high-demand environment (family office, UHNW, finance, or similar), • Advanced proficiency in Excel and CRM systems such as Zoho, Salesforce, or HubSpot, • Proven ability to manage complex, multi-time-zone calendars and high-volume domestic/international travel, • Exceptional attention to detail with strong data management and organizational skills, • Ability to operate with a 24/7 mindset, including responsiveness outside standard business hours, • High level of professionalism, discretion, and communication skills, with the ability to act as a thoughtful partner to a fast-moving principal Salary: $190k-$250k, plus fully paid benefits, 401k (with strong match), and more benefits/perks. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel

Business Intelligence Analyst LHH is partnering with a well‑established, data‑driven organization space to support the addition of a Business Intelligence Analyst. This is a 12‑month, contract opportunity with the potential for extension based on business needs and project continuity. This role sits within a centralized Business Intelligence function and supports enterprise reporting, analytics, and data modernization initiatives that span Finance, Operations, IT, and other key business groups. About the Opportunity This Business Intelligence Analyst will work closely with BI leadership and internal stakeholders to turn complex data into clear, actionable insights. The role blends hands‑on SQL analysis, dashboard/reporting development, and cross‑functional collaboration, while also supporting a broader initiative to modernize the organization’s data architecture. Responsibilities • Write, review, and optimize SQL queries and stored procedures to support reporting and analytics needs, • Build and maintain dashboards and reports using SQL, Excel, and Tableau, • Work with internal stakeholders to understand business questions and help define what data is actually needed (often translating vague requests into clear reporting solutions), • Support ongoing data architecture modernization initiatives, including reconfiguring SQL logic as source systems and structures evolve, • Perform ad‑hoc analysis and modeling to support leadership and department‑level decision making, • Partner with data architecture and IT teams to ensure data reliability, accuracy, and performance, • Identify opportunities to automate manual reporting and improve efficiency, • Document reporting logic, processes, and standards to support long‑term scalability This role is not purely a dashboard‑builder and not a finance or accounting position — it’s a hands‑on BI role that supports business decision‑making across multiple departments. Key Skills & Experience • Bachelors Degree in Accounting, Finance, Economics, or similar field, • Minimum of 2+ years of experience, • Strong working knowledge of Microsoft SQL (writing, reading, and understanding complex queries and stored procedures), • Intermediate experience with Excel for analysis and reporting, • Exposure to Tableau (dashboard development experience; expert‑level not required), • Experience supporting reporting in regulated or data‑sensitive environments, • Exposure to sprint‑based or project‑managed analytics work (Microsoft‑based tools a plus) Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply 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 Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

The projected compensation range for this position is $69,300.

Foreign Military Sales Financial Analyst. Analyst on our team, you’ll work on a finan. You’ll work with project management, schedulers, task leads, and vendors to develop an actionable plan for your client to secure the funding needed to achieve their goals.

Looking to gain great exposure company wide and will be able to build your professional experience? If you live in San Diego, or already have a move date set, and are interested in a hybrid position with an industry leading and thriving San Diego based renewables company please keep reading and apply right away. Responsibilities of this hybrid Billing Analyst job include: • Correspond and follow-up daily with customers regarding billing questions, • Handle inbound calls/emails and resolve customer inquiries, • Review and address exception reports daily, • Provide a high level of customer service, • Ability to work independently and be flexible and able to adapt to change, • Analytical with information files Minimum requirements: • Bachelor’s degree required, • 2+ years of work experience in a corporate setting, • Proficient with Excel (VLOOKUPs, pivot tables, SUMIFs), • Prior experience with SQL and Tableau as well as any large ERP experience is preferred, • Ethical, accountable, and strong communication skills with the ability to provide a high level of customer service Benefit offerings include medical, dental, vision, life insurance, short-term disability, and 401k. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer/Veterans/Disabled. To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit 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

Job Title : Accounting Clerk II Location: San Diego, CA Payrate : $25 - $28/hr Overview: Seeking an entry-level accounting professional to support daily bookkeeping, accounts payable/receivable, and intercompany reconciliations. Support audits, reporting, and other accounting projects. Qualification

Job DescriptionAbout the Role: Join Performance Label International Inc as a Rewinder/Quality Control Assistant and be a vital part of our dynamic team in San Diego, CA! This role offers an exciting opportunity to ensure top-quality products while working in a fast-paced, innovative environment. Entry and Intermediate positions available, will train. Responsibilities: • Operate rewinding machines to prepare printed materials for shipping., • Conduct quality control inspections to ensure adherence to specifications., • Maintain accurate records of production and quality metrics., • Perform routine maintenance on machinery to ensure smooth operation., • Adhere to safety guidelines and best practices in the workplace., • Support continuous improvement initiatives within the production process. Requirements: • Previous experience in printing or manufacturing environments is a plus., • Strong attention to detail and a commitment to quality standards., • Ability to work independently and as part of a team., • Committed to professional development., • Basic mechanical skills for machine operation and maintenance., • Good communication skills and a proactive approach to problem-solving., • Willingness to work flexible hours as needed., • Familiarity with safety protocols in a manufacturing setting., • Frequent standing, walking and the ability to regularly lift or move up to 50 lbs., • Basic math skills, ability to read a ruler and use calculator., • Proper attendance., • Specific vision requirements are close vision, distant vision, color vision, peripheral vision and ability to adjust focus. Performance Label International Inc has been a leader in the printing industry for over 25 years, providing high-quality labels and packaging solutions. Our customers love us for our commitment to excellence and innovation, while our employees appreciate a supportive work culture that values growth and teamwork. We are committed to nurturing growth for high-potential candidates.

Education : Minimum of 2 years experience in an accounting role Post-secondary accounting designation Excellent verbal, listening and writing skills. Job Title : Accounting Clerk location : San Diego, CA On- Site Pay $29 Job Description : Responsible for performing a variety of entry-level bookkeepi

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: • Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products, • Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program, • Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers, • Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience, • Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals, • Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions, • Understand and comply with Citibank policies, standards and procedures, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 0-2 years of relevant experience, • Previous banking, retail, or sales experience preferred, • Knowledge of Smart Banking tools and technologies, • NMLS registration; Safe Act compliant, • Consistently demonstrates clear and concise written and verbal communication skills Education: • Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Job Family Group: Consumer Sales Job Family:Branch Sales Time Type:Full time Primary Location:San Diego California United States Primary Location Full Time Salary Range:$58,190.00 - $81,210.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date:May 05, 2026 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

Overview Come join Intuit's Accounting organization as a Revenue Recognition Lead focusing on the Consumer Group segment. We are looking for creative problem solvers with a passion for innovation to join our team and revolutionize the way the world does business. Position is located in San Diego, CA. This leader is primarily responsible for ensuring the accounting and operations functions are working accurately and efficiently, as well as are aligned to our policies for revenue recognition. As an individual contributor, responsibilities include working with the business unit marketers, product managers, Finance, and IT teams to understand business strategy, systems roadmaps, and end-to-end offering requirements to provide technical revenue guidance and ensure proper systemic and manual revenue accounting. This is a highly visible and exciting role in the Finance controllership group in service to accurate revenue recognition and financial statements while supporting Intuit’s overall growth. The ideal candidate will have the ability to collaborate and lead across multiple functions and roles, ability to translate technical literature and accounting/company policy into clear requirements for execution, strong change management skills, and ability to drive issues through to resolution. Responsibilities • Understand the end-to-end operational, financial, and systemic environment and key upstream and downstream processes that drive financial and customer impacts. Drive strategy to support revenue recognition, new offerings, and business changes., • Develop, maintain, and enforce the Company's revenue recognition policy under ASC 606, developing new positions and interpretations as needed. Stay connected to current business and offering strategies., • Perform technical accounting research., • Clearly articulate point of view regarding revenue issues. Use strong communication skills to inspire confidence in decisions and provide transparency as to status and trade-offs, with the ability to bridge between accounting, technical, and business mindsets with ease., • Stay current on evolving Accounting Standards pronouncements and updates under prevailing regulatory bodies (FASB, SEC), incorporating into Company policy as necessary., • Apply professional skepticism and an inquisitive approach to review and analyze the appropriateness and reasonableness of underlying revenue accounting principles., • Establish and maintain controls necessary to ensure that revenue forecasts, deferred revenue balances, and revenue accounting execution are compliant with Company policy and GAAP., • Proactively lead and influence cross-functionally and at all levels of management. Cultivate strong relationships with leaders in Accounting, Finance, and across the business to facilitate timely, high-quality decision-making in connection with revenue recognition matters., • Develop training and outreach programs and deliver this training to business unit and functional team leaders., • Work comfortably with cross functional teams and actively consult with product management, sales, and marketing personnel to ensure revenue recognition timing and process implications are understood for each offering., • Ensure the proper accounting treatment for all product and service offerings is documented and that related accounts are properly prepared, reviewed, and substantiated., • Streamline systems and reporting tools to ensure efficient and accurate recording and classification of revenue., • Participate in revenue recognition due diligence activities related to potential acquisitions. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: San Diego: 124,000-167,500 Qualifications • Bachelors’ degree in Finance/Accounting with minimum of 7 years’ post-graduate experience, or equivalent work experience; CPA/MBA highly desirable., • Able to be in the San Diego office at least 3 times a week., • Strong technical accounting and revenue knowledge for financial statements and internal controls over financial reporting. Demonstrated understanding of theory and application of relevant revenue recognition accounting literature., • Strong end-to-end process orientation with demonstrated analytical thinking, project management, and problem-solving skills. Proactively address issues, own the outcome, and continuously strive for best-in-class processes and deliverables., • Strong interpersonal skills. Confidence, good judgment, and personality to work in a dynamic, multi-business unit environment. Demonstrated ability to influence cross-functionally and at all levels of management., • Excellent analytical and organizational skills, time prioritization, and risk assessment., • Professional skepticism and a testing/validation mindset. Background in public accounting or internal audit is a plus., • Excellent written and verbal communications, presentation and influencing skills, including the ability to elevate issues to the right level internally and externally to resolve. Ability to clearly articulate a point of view and adjust communication style and content to suit audience needs., • Strong PC, worksheet, and word processing skills. Working knowledge of Oracle R12, Siebel/BRM, and QlikSense a plus. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: San Diego: 124,000-167,500

Job title: Billing Specialist Duration: 13 weeks Location: Remote Position (San Diego, CA) Schedule: 100% Remote (candidates can be outside CA).

The Night Auditor is a key member of the Front Office team, responsible for ensuring a smooth overnight operation and an exceptional guest experience. This role combines guest service responsibilities with accounting and reporting tasks, maintaining accuracy in daily transactions while providing cou

LOCATION Evans Hotels Since 1953, Evans Hotels has been a hospitality leader in San Diego and Southern California. Evans Hotels is a family-owned and operated business committed to supporting and enhancing employee well-being through a variety of programs that nurture our staff professionally and pe

Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act ("CCPA")/ California Privacy Rights Act (CPRA) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and

POSITION OVERVIEW The position advertised has been exempted from the federal civilian hiring freeze.Job Title SPECIAL AGENT, GL-10 Full Performance Level GS-13 Location U.Locations Working Hours Minimum of 50 hours per week Job Type Full Time/Permanent Who May Apply Open to ALL U.Citizens Salary $10

Entry Level Bookkeeper (Remote).

Cross sell products and services to members by assisting or referring the member to applicable representative. One year of banking experience to include: knowledge of loan and account interviewing techniques, cross selling, upselling and/or referring products/services; or 6 months SDCCU member facin

Join a dynamic team and be part of a network of 90 spectacular properties, and 34 more in the pipeline, in 30 countries around the globe.Our properties are located from the beaches of Hawaii, to the unspoiled national parks of Canada, to the heart of London, to the deserts of the United Arab Emirate

Do you enjoy interacting with people? Do you thrive on making someone's day? The ideal candidate is someone who will provide our guests with extraordinary service and enrich the guest experience. Completing management reports and distributing accordingly; maintaining gift shop to standards including

Ensure all house charges are posted accurately and in a timely fashion. Complete back-up of front office computer system and night audit program daily (if applicable). Complete the rebuild of the front office system, reservation and other related computer maintenance (if applicable).

The Senior Project Accountant will perform variance advanced accounting functions and be responsible for overseeing the financial management of large-scale construction projects, ensuring compliance with accounting standards. This role includes coordinating with project managers and analyzing financ

Location: San Diego, CA, US, 92127 Job ID: 113920 Daylight Solutions business provides industry-changing mid-infrared laser light technology for government and commercial markets, including: defense and security; life sciences; and industrial process control.As a mid-IR technology pioneer, Daylight