Accounting & Finance jobs in Lemon Grove, California - Page 8Create job alerts

A leading financial institution in San Diego is seeking a Private Banker to manage and advise clients on building and preserving their wealth.

The position involves acquiring new clients and advising on wealth management strategies for a diverse client base.

Job Description What You’ll Do • Manage full-cycle Accounts Payable and Accounts Receivable (invoicing, collections, vendor payments), • Perform bank and credit card reconciliations, • Ensure accurate expense allocation and invoice review, • Support payroll processing and employee time tracking, • Prepare and maintain financial reports, • Assist with month-end close, journal entries, and adjustments, • Handle tax-related tasks and compliance (W-9s, 1099s), • Strong experience with QuickBooks Desktop (required), • Advanced Excel skills (formulas, data handling), • Solid understanding of accounting principles and workflows, • Experience with payroll and basic tax compliance, • High attention to detail and organizational skills, • Ability to manage multiple priorities independently, • Bilingual: English & Spanish Company DescriptionWe are a growing service company seeking a detail-oriented and proactive Staff Accountant to join our finance team. This is an excellent opportunity for a motivated professional who thrives in a collaborative, fast-paced environment and is eager to take ownership of key accounting functions.We are a growing service company seeking a detail-oriented and proactive Staff Accountant to join our finance team. This is an excellent opportunity for a motivated professional who thrives in a collaborative, fast-paced environment and is eager to take ownership of key accounting functions.

Job Description Title: Accountant Location: Torrey Pines, San Diego, CA, US, 92121 Pay rate: $50/hr. Duration: 6 months Duties and Responsibilities Corporate Accounting & Financial Reporting Assist in the preparation of consolidated financial statements across multiple entities Support the monthly, quarterly, and annual close processes Prepare and review journal entries, including accruals and adjustments Maintain accurate and up-to-date accounting records and supporting documentation Perform research and analysis of accounting issues and financial data Collaborate with various departments to ensure accurate financial reporting and alignment Drive efficiencies in the close and consolidation processes Support implementation of best practices in corporate accounting Reconciliation & Audit Support Perform account reconciliations, including detailed balance sheet reviews and variance analysis Identify and resolve discrepancies in a timely manner Prepare and review audit schedules to ensure completeness and accuracy Partner with internal and external auditors to support financial and compliance audits ERP Systems & Financial Data Management Utilize ERP systems including SAP and BPC to ensure accurate financial data and reporting Support system enhancements and process standardization efforts Additional Responsibilities Support special projects and initiatives, as assigned Qualifications Typically requires a bachelor's or master's degree in accounting, finance or related discipline along with six or more years of progressive experience in accounting with a bachelor's degree or four or more years of experience with a master's degree. Equivalent professional experience may be substituted in lieu of education Master’s degree or CPA preferred Experience with corporate accounting, consolidations, and financial reporting required Experience in defense, aerospace, or government contracting is a plus Skills and Abilities Strong attention to detail with the ability to meet tight deadlines Ability to work in a fast-paced, deadline-driven environment Excellent analytical, organizational, and problem-solving skills Strong understanding of GAAP and financial reporting requirements Advanced proficiency in ERP systems; SAP experience preferred Strong communication and interpersonal skills, with the ability to work across all levels Ability to work independently and collaboratively Strong organizational and time management skills Customer service mindset Additional Requirements Ability to work extended hours, as needed Minimal travel may be required

Job Description We are looking for a tax accountant with 2 - 5 years (minimum of 2 years) of tax preparation experience and excellent communication skills who can help us preparing federal and state(s) tax returns for individuals, partnerships, s-corporations, and c-corporations. The hired tax accountant will work remotely with multiple deadlines. The hired tax account will also meet with the principal partner once/twice per week in-person and virtually. This is a contractor/temporary position with a potential full-time position offering at the end of the contract. Company DescriptionPennystarter Consulting P.C. is a boutique accounting firm located in San Diego, California. We are a paperless firm providing accounting, tax and consulting services to start-ups and small businesses in the Southern California region. Check us out at Consulting P.C. is a boutique accounting firm located in San Diego, California. We are a paperless firm providing accounting, tax and consulting services to start-ups and small businesses in the Southern California region. Check us out at !

Job Description About PracticeTek Stop scrolling-your dream job might just be here! At PracticeTek, we don’t do ordinary, we do bold ideas, big impact, and endless opportunities to grow. Imagine working with teammates who celebrate your wins, challenge you to think bigger, and cheer you on every step of the way. Imagine building solutions that actually change lives and reshape how healthcare works. That’s the vibe here: high-energy, high-impact, and 100% human. Ready to jump in? Let’s go! We’re on a mission to revolutionize healthcare practices effortlessly and we live out our brand promise every day: being the Trusted Partner in retail healthcare. PracticeTek is one of the largest retail-healthcare tech providers in North America, offering everything a practitioner would need, from pre-encounter workflows to practice management, analytics, digital intake forms, marketing tools, EHRs, and payment systems, for a whopping 40,000+ clinics worldwide. Over the years, we’ve brought together the best-in-class platforms that serve the Chiropractic, Wellbeing, Vision and Dental providers and their patients; and we are united by one mission, to revolutionize retail healthcare practices effortlessly. Here, you’ll have the flexibility to contribute across multiple brands, each offering a unique path for growth. Whether you’re building products, supporting customers, or driving strategy, your journey with PracticeTek is full of opportunity. We believe in showing up with consistent care, staying always ahead, keeping our approach market-in, making every experience feel effortless, owning it openly, and striving to do right in every decision. These aren’t just words; they’re how we live, work, and make an impact together. At PracticeTek, you’ll get to: • Shape the future of healthcare with technology solutions that are always evolving to meet real-world needs., • Team up with passionate, talented people who care deeply about patients, providers, and making a difference., • See your impact firsthand by helping practices deliver care that’s simpler, smarter, and better for everyone., • Grow your career and your skills in an environment that celebrates curiosity, collaboration, and continuous development. Why You’ll Love It Here As part of the TekTribe, you’ll enjoy: • Comprehensive health, dental, and vision coverage options, • Wellness benefits that support lifestyle, behavioral health, and overall wellbeing, • Flexible paid time off, sick time, and 10 company-paid holidays, • 401(k) plan with company match to help you build your future, • Culture Committee driving initiatives that spark connection, fun, and belonging, • A workplace powered by innovation, collaboration, and energy every day What You’ll Do Here’s how you’ll help us bring our mission to life and show up as a Trusted Partner: • Own the preparation and review of monthly financial statements and lead the close process, ensuring timely, accurate results in accordance with GAAP, • Prepare and review balance sheet reconciliations, resolving discrepancies and maintaining strong supporting documentation for audit readiness, • Lead the annual audit process, partnering with external auditors and delivering complete, accurate schedules with minimal findings, • Drive process optimization across accounting workflows, improving systems, controls, and close efficiency to support scalability in a high-growth SaaS environment, • Act as a hands-on accounting leader—contributing directly to journal entries and technical accounting while supporting special projects and mentoring team members How Success is Measured Here’s how we’ll know you’re making an impact and raising the bar: • Monthly financial statements are delivered accurately and on time in accordance with close deadlines, • Balance sheet reconciliations are completed monthly with minimal unreconciled items and clear supporting documentation, • Audit results are clean with minimal adjustments or findings, • Close process efficiency improves over time (e.g., reduced close timeline by [X] days), • High stakeholder confidence in financial reporting accuracy and transparency What You Bring Your unique talents are what make you shine. For this role, success looks like: • Bachelor’s degree in Accounting, Finance, or a related field; CPA or CMA preferred, • 5+ years of progressive accounting experience, including 3+ years in a supervisory or leadership role, • Experience in a SaaS environment with strong understanding of GAAP and revenue recognition (ASC 606), • Proven ability to own financial statement preparation and lead the close process in a hands-on capacity, • Strong proficiency in accounting systems and advanced Excel skills, • Experience with SaaS metrics such as ARR, MRR, churn, and customer lifetime value, • Excellent analytical, organizational, and problem-solving skills with strong attention to detail, • Effective communicator with the ability to partner cross-functionally and lead a team Ready to Join? If you’re excited to bring your ideas, energy, and expertise to a team that’s shaping the future of healthcare, we can’t wait to hear from you. Apply today and let’s make healthcare simpler, smarter, and Better.Together. The Fine Print (That Really Matters) At PracticeTek, we determine compensation by considering market data, internal equity, and each candidate’s skills and experience. For this position, we reasonably expect to pay total comp between $158,000 - $194,000. This role is also eligible for benefits, including health, dental, vision, paid time off, 401(k) with company match, and may be eligible for additional compensation such as bonuses or equity, as applicable. PracticeTek is an Equal Opportunity Employer. We are committed to creating an inclusive environment where all employees feel valued and supported. All qualified applicants will receive fair treatment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, age, disability, veteran status, genetic information, marital status, uniformed service status, or any other characteristic protected under applicable law. This job description is not a contract of employment and does not alter the at-will relationship between PracticeTek and its employees.

Job DescriptionSr. Staff AccountantProperty Solutions Group - San Diego, CA Join our team to change the world. With uncompromising integrity and dedication to service, Property Solutions Group takes care of what matters most. With a highly specialized team of peoples’ people who truly care about our clients – Property Solutions Group floats high above expectations to deliver a new kind of support team experience in Human Resources, Talent Acquisition, Business Systems IT, Legal, Marketing, and Accounting. Summary: The Senior Staff Accountant will support and promote sound accounting operations and best practices throughout the company by routinely collaborating with our client companies, Accounts Payable and other Property Accounting professionals to ensure the accuracy and timeliness of recording, reporting, and reconciling all financial transactions. About this role:Responsible for accounting and financial reporting matters for all entities owned or managed by the company. Including: full-cycle property accounting, cash management and forecasting, solid banking experience, intermediate to advanced Excel, strong interpersonal skills and the drive to serve our internal and external clients. Hours are typically Monday - Friday, 8:30am - 5:30pm What you'll do - Includes but not limited to: • Compiles and analyzes periodic financial statements and various accounting schedules for review by the CAO, ensuring that all client and internal PSG financial reports comply with generally accepted accounting principles and/or financial reporting standards., • Makes appropriate journal entries in the general ledgers by checking calculations, reviewing basis for figures, and balancing and reconciling accounts. Ensures that all client and internal deposits are recorded in a timely manner., • Reviews and reconciles accounting documents, researches, and resolves discrepancies as necessary., • Assists with banking as needed, to include initiating wire transfers, performing multi-factor authentication and ensuring timely approval of outgoing payments., • Reviews budget reports and assists clients and other internal departments to prepare annual budgets., • Assists lenders, auditors, and clients with various requests for quarterly financials, external audits, or data for tax preparation., • Reports state and municipal tax returns, i.e.: sales and use tax, personal property tax, and rental unit business tax statements., • Contributes to the development of new or amended accounting systems, programs, and procedures., • Communicates with clients, their team members as well as PSG team members, key business stakeholders, and others to answer questions, provide support, and ensure timely completion of accounting tasks., • Completes ad hoc financial and administrative reports and analysis as needed, and other accounting duties and support of junior staff as assigned., • Other duties as assigned. What you'll need:, • Bachelor’s degree in accounting or business from an accredited College or University and 3-5 years of property management experience are required., • Must be computer literate including an advanced knowledge of Microsoft Excel, Word, Outlook, Teams and other Microsoft Office products., • Must have reliable transportation available and have a valid California driver’s license and automobile insurance, as travel to meetings or other locations may be required.Who you are:, • Focused with high attention to detail, • Curious and proactive, • Growth-oriented and well-organized, • Disciplined and self sufficient, • A strong communicator, • Tech savvyWhat is in it for you:, • Medical, Dental, and Vision Insurance, • Life Insurance, • Paid Time-Off/Holidays, • 401(k) Retirement Plan

Job DescriptionFounded in 2015, Shield AI is a venture-backed deep-tech company with the mission of protecting service members and civilians with intelligent systems. Its products include the V-BAT and X-BAT aircraft, Hivemind Enterprise, and the Hivemind Vision product lines. With offices and facilities across the U.S., Europe, the Middle East, and the Asia-Pacific, Shield AI’s technology actively supports operations worldwide. For more information, visit . Follow Shield AI on LinkedIn, X, Instagram, and YouTube. We are seeking a Lead Accountant to play a critical role in scaling our accounting function as the business grows. This role goes beyond the close, you will influence how financial data is produced, trusted, and used by leadership to make decisions. You’ll own meaningful areas of the balance sheet and P&L, improve how we operate, and help build a best-in-class accounting function.What You'll Do: • Own close for assigned areas: prepare journals, account reconciliations, and flux analysis; ensure GL-to-subledger integrity., • Manage key GL cycles: prepaids, accruals, fixed assets, inventory/COGS, payroll entries, and deferred revenue with clean rollforwards and documentation., • Drive cutoffs and analytics: coordinate with AP/AR/Payroll/Procurement/FP&A on accruals and budget-to-actuals; propose adjustments based on data., • Uplift controls and audit readiness: Identify risks, control gaps, or inefficiencies and drive solutions with minimal direction., • Improve processes and tools: standardize templates, automate reconciliations, streamline the close calendar.Required Qualifications:, • Bachelor’s degree in Accounting, Finance, or related field., • CPA or CPA eligible., • 5+ years of progressive accounting experience in public accounting (Big 4 or national firm) and/or a high-growth operating environment. Public company experience a plus, • Proficiency with GLs/subledgers and reconciliation tools (e.g., FloQast) and strong Excel/Sheets skills, • Solid working knowledge of US GAAP and internal controls, • Clear communicator with an ownership mindset and the ability to collaborate to deadlines. Shield AI is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Position Summary: Responsible for transacting business efficiently and accurately on member accounts. Participates in the promotion of the Credit Union products and services to existing and potential members. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) • High school diploma or equivalent., • 1 year of customer service experience., • Willingness to train and to learn how to identify members’ needs to effectively offer or refer credit union products and services., • Cash handling experience preferred., • Must possess effective human relations and communication skills., • Professional appearance and demeanor. Essential Duties and Responsibilities • Process routine member account transactions including: deposits, withdrawals, loan payments, transfers, wires, Cashier Check purchases, loan and VISA advances, lobby drop and closing accounts., • Balance cash drawer daily, process direct deposit forms, process daily mail, provide dual control to balance the cash vault., • Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned., • Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions, • Answer basic member inquiries pertaining to their account., • Conduct routine research on member accounts as necessary or requested., • Assists members by accepting and/or completing applicable forms., • Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties & Responsibilities • May be required to work weekends and/or extended hours, to include offsite events., • Perform other duties as assigned. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:15am-5:30pm Saturday: 8:30am-2:30pm (Rotating) Sunday: OFF Full Time – 40 hours a week

Job Description GROW WITH US AND STAY EXTRAORDINARY: Launch your career to new heights with Innoflight—one of San Diego’s fastest-growing Aerospace and Defense innovators. Here, visionary minds engineer the future of space technology through pioneering, compact, and cyber-secure solutions. From software-defined radios to cutting-edge cryptographic systems and avionics, everything we build powers the next era of New Space. Join our small, agile, and mission-driven team where your work has real impact and your growth has no limits. We’re not just reaching for the stars—we’re engineering them. Let’s innovate the infinite, together. A DAY IN THE LIFE: As a Staff Accountant, you’ll play a key role in keeping financial operations running smoothly by ensuring records are accurate, transactions are properly recorded, and accounts are fully reconciled. You’ll support day-to-day accounting functions, collaborate with internal teams and external partners, and help maintain the integrity of financial data across the organization—all while contributing to critical reporting and compliance efforts during this temporary assignment. This is a temporary role lasting up to eight months. WHAT YOU'LL DO: • Documentation Development: Plan, write, and edit a range of technical documents such as engineering procedures, operational guides, and process instructions—ensuring clarity, accuracy, and usability, • Collaborate Across Teams: Partner with engineers, subject matter experts, and operational personnel to gather detailed technical content and translate complex concepts into clear, reader-friendly documentation., • Manage Document Control: Oversee and execute document control processes, including document numbering, revision tracking, approvals, and controlled release, in compliance with quality and regulatory standards., • Hitting the ground running: Quickly learning systems, tools, and workflows with minimal ramp-up., • Managing priorities: Staying organized and meeting deadlines in a fast-paced environment., • Applying accounting fundamentals: Using strong GAAP knowledge in day-to-day work., • Bachelor’s degree in Accounting, Finance, or a related field, • 4 or more years of accounting experience, • Strong understanding of generally accepted accounting principles (GAAP), • Experience with accounting software (UNANET experience is a plus), • Solid analytical, math, and problem-solving skills, • Experience with government accounting is highly desirable, • Proficiency in Microsoft Office and financial systems, • Ability to accurately analyze and reconcile financial data, • Strong organizational and time management skills, • Ability to work a temporary assignment (up to 8 months), • Employment Type: Temporary, project-based assignment (up to 8 months)., • Benefits: As this is a temporary role, benefits may be limited; details will be provided during the hiring process., • Flexible Work-Life Balance: Enjoy a 9/80 work schedule with every other Friday off—whether you use it to recharge, work on a passion project, or spend time with family, the choice is yours., • Continuous Learning & Development: We’re serious about professional development. From tuition reimbursement to internal "Ask Me Anything" sessions and weekly “Lunch & Learns,” we make learning a core part of the job. YOU SHOULD KNOW: Potential new employees must successfully complete a background check which includes criminal search, education certification and employment verification prior to hire. Applicants must be authorized to work for any employer in the U.S as you must have the ability to obtain a security clearance. We are unable to sponsor or take over sponsorship of an employment Visa. A NOTE TO STAFFING AGENCIES: Innoflight does not accept unsolicited resumes from agencies, recruiters, or any third-party sources. Any such submissions will be considered property of Innoflight, and no fees will be paid in the event a candidate is hired from an unsolicited referral. To California residents applying for this job, please read Innoflight’s CCPA Notice: . #LI-Onsite Powered by JazzHR Z54xn1OU16

Job Description Searching for Real Estate Agents in Chula Vista, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Chula Vista, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR p3NS9VoG5j

Job Description Searching for Real Estate Agents – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR LvU8dDagEH

Job Description MyPoint Credit Union is a member-owned financial institution that first opened its doors in 1948 to serve the community. MyPoint has now proven itself to be the financial services leader within the community and the region. Position Summary MyPoint Credit Union is seeking an experienced Accountant to support the Accounting Department through a combination of general accounting and specialized financial functions. This role is responsible for ensuring accurate financial reporting, maintaining balanced general ledger accounts, supporting audits and exams, and assisting with month-end close and regulatory reporting. The ideal candidate will bring strong analytical skills, financial institution experience, and a commitment to accuracy, confidentiality, and compliance. Key Responsibilities • Ensure the accuracy of financial reports and maintain balanced general ledger accounts with effective internal controls, • Assist with internal and external audits and regulatory exams, • Support the monthly financial close process, including:, • Journal entries and accruals, • Account reconciliations, • Balance sheet and expense account analysis, • Compile, analyze, and resolve accounting data discrepancies; recommend and initiate corrective actions, • Prepare weekly, monthly, and quarterly financial and regulatory reports as requested by management, • Assist the Controller with updating and reviewing monthly income and expense variance reports, • Prepare the quarterly NCUA 5300 Call Report, • Perform routine and specialized accounting functions, which may include:, • ACH processing, • Wire transfer processing, • Item processing, • Accounts payable, • Fixed asset record maintenance, • Process and log daily incoming and outgoing wire transfers, • Provide telephone support to branch staff regarding posting issues and accounting-related questions; assist with general ledger balancing, • Ensure compliance with all applicable laws, regulations, policies, and procedures, including:, • Regulation CC, • Bank Secrecy Act (BSA), • OFAC, • USA PATRIOT Act / Customer Identification Program (CIP), • Maintain strict confidentiality of member and credit union financial information, • Perform additional duties and special projects as assignedMinimum Qualifications, • Bachelor’s degree in Accounting, Finance, or a related field, • Minimum of three (3) years of accounting experience in a financial institution, including wire transfer and ACH processing, • Strong knowledge of:, • General accounting principles, • General ledger reconciliations and month-end close, • Financial reporting, • GAAP and general ledger systems, • FASB Accounting Standards Codification, including ASC 310‑20, ASC 310‑10‑35, and ASC 860‑50, • Proficient in Microsoft Office Suite, with intermediate Excel skills, • Accurate and efficient use of a 10‑key calculator and multi‑function office equipment, • Ability to handle confidential information with discretion and professionalism, • Excellent verbal and written communication skills with the ability to interact effectively with staff, members, and the public, • Strong time management, mathematical, analytical, critical-thinking, and organizational skills, • Ability to work independently and manage multiple priorities Excellent benefits and work environment. Starting range: $28.06 - $42.10 per hour MyPoint Credit Union is an equal opportunity employer M/F/V/D

Job Description Position Summary: Responsible for transacting business efficiently and accurately on member accounts. Participates in the promotion of the Credit Union products and services to existing and potential members. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) • High school diploma or equivalent., • 1 year of customer service experience., • Willingness to train and to learn how to identify members’ needs to effectively offer or refer credit union products and services., • Cash handling experience preferred., • Must possess effective human relations and communication skills., • Professional appearance and demeanor. Essential Duties and Responsibilities • Process routine member account transactions including: deposits, withdrawals, loan payments, transfers, wires, Cashier Check purchases, loan and VISA advances, lobby drop and closing accounts., • Balance cash drawer daily, process direct deposit forms, process daily mail, provide dual control to balance the cash vault., • Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned., • Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions, • Answer basic member inquiries pertaining to their account., • Conduct routine research on member accounts as necessary or requested., • Assists members by accepting and/or completing applicable forms., • Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties & Responsibilities • May be required to work weekends and/or extended hours, to include offsite events., • Perform other duties as assigned. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday: 8:15am-5:30pm Tuesday- Friday: 8:30am-5:30pm Saturday: 8:30am - 2:30pm Sunday: OFF Full Time - 40 hours a week

Job Description Are you interested in becoming a valued member of a remarkable team and firm? A place where your talents can shine as you assist clients in improving their financial, tax, and business aspects? Are you seeking a collaborative, innovative, and fulfilling work environment where your contributions are recognized and rewarded? Look no further! With over 100 years in the industry, our firm serves clients locally and globally. Our expertise extends across a wide array of industries, ensuring that we can cater to the unique needs of clients from diverse sectors. Join our team and experience a collaborative and enriching work environment. With an emphasis on continuous technical training and the development of essential skills, we prioritize your success by providing the tools and resources needed to thrive in the world of public accounting! Job Summary: The Client Accounting Services (CAS) Accountant provides comprehensive outsourced accounting and advisory support to firm clients. This role serves as an extension of the client’s accounting department, managing day-to-day accounting operations, monthly close, and financial reporting. The CAS Accountant is a primary point of contact for clients and plays a key role in delivering timely, accurate, and value-driven accounting services. Essential Functions: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the job requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Accounting and Advisory • Function as an extension of the client’s accounting department, providing hands-on support for all routine accounting needs., • Manage day-to-day client accounting activities, including bookkeeping, payroll processing, accounts payable and receivable, monthly close activities, and financial reporting., • Provide recommendations to clients on process improvements, automation opportunities, and best practices to enhance accounting efficiency., • Deliver exceptional client service, including accounting guidance and strategic advisory support. Administrative Tasks • Works independently with a minimum of supervision., • Follows all policies and procedures established by firm., • Enters time daily to ensure current and accurate tracking of hours., • Assigns hours to each client to ensure accurate billing., • Follows safety rules according to firm Injury and Illness Prevention Program (IIPP). Marginal Functions • Accepts special projects as assigned. Job Requirements: To perform this job successfully, the individual must possess the following education, licenses and certifications, experience, and skills. Education • 2+ years of public accounting or client accounting experience, including payroll processing. Technical Skills • Strong understanding of Generally Accepted Accounting Principles (GAAP), • Strong knowledge of accounting operations, month-end close, and financial reporting., • Excellent communication, organizational, and problem-solving skills., • Ability to manage multiple client engagements simultaneously and work independently., • Proficient with Microsoft Office (Word and Excel), QuickBooks and using various software packages; Microsoft Dynamics Business Central a plus!, • Ability to maintain a high level of accuracy in preparing and entering information. Interpersonal Skills • High level of enthusiasm to work collaboratively in a team environment to meet and exceed expectations for internal and external clients., • Self-motivated, adaptable, and able to work with minimal direction., • Upholds the professional standards of conduct for respectful behavior and demonstrates a high degree of personal integrity., • Ability to handle confidential information. What We offer: • Competitive compensation, • Generous health and welfare benefits, • Focus on work/life balance, • Flexible schedules, • Opportunity to work with a friendly and supportive team, • Strong mentoring program with a focus on the success of each team member The compensation for this position ranges from $50,000 - $65,000. Actual compensation will be dependent upon the individual’s qualifications, experience, skills, licensure, and certifications.

Job DescriptionWe are looking for a detail-oriented Staff Accountant to join our team in San Diego, California in a contract-to-permanent capacity. This position supports day-to-day accounting operations across payables, receivables, banking, and month-end close while helping maintain accurate financial records in a manufacturing-focused environment. The ideal candidate brings strong accounting fundamentals, sound judgment, and the ability to manage both financial processes and administrative support responsibilities with professionalism and discretion. Responsibilities: • Oversee accounts payable activities by reviewing invoices, maintaining vendor tax documentation, preparing annual 1099-related support, and coordinating timely payment processing., • Manage employee expense submissions and company card activity, ensuring transactions are properly reviewed, coded, and recorded., • Support accounts receivable functions by issuing customer billings, following up on outstanding balances, and addressing billing-related questions from clients., • Perform daily banking reconciliation tasks, verify the validity of cash disbursements, and record deposit, payment, and credit card activity in the accounting system., • Prepare journal entries, reconcile general ledger accounts, and complete monthly close procedures to support accurate financial reporting., • Analyze financial records for completeness and accuracy, investigate discrepancies, and resolve issues that may affect reporting integrity., • Contribute to cost accounting efforts by monitoring inventory-related data, maintaining bills of material updates, reviewing variances, and assisting with margin and project reporting., • Assist with audit and tax preparation by compiling schedules, gathering supporting documentation, and organizing financial records for internal and external review., • Maintain electronic filing systems, uphold document retention standards, and help strengthen internal controls and accounting procedures as business needs evolve., • Provide general office support as needed, including front desk backup, mail handling, meeting coordination, vendor communication, and basic facility-related administrative tasks.• High school diploma or equivalent required, with 3 to 5 years of accounting experience in a biotech or manufacturing environment., • Additional college-level coursework in accounting is preferred., • Hands-on experience with journal entries, general ledger activity, monthly accruals, and month-end close responsibilities., • Working knowledge of accounts payable, accounts receivable, bank reconciliations, and financial record maintenance., • Familiarity with cost accounting concepts, including inventory, standard costing, variance analysis, and overhead or labor application., • Understanding of corporate tax, sales tax, and related compliance documentation such as W-9 and 1099 records., • Proficiency with Microsoft Office applications, especially Excel, Outlook, and Word., • Experience with accounting software in a manufacturing setting is preferred, including QAD or similar systems.

Job Description POSITION SUMMARY Vistage is seeking a detail-oriented and motivated Associate Accountant to join our accounting team. In this role, you will support the accuracy and integrity of our financial records by preparing journal entries, performing account reconciliations, and assisting with the month-end close process. The ideal candidate has a solid foundation in GAAP, strong analytical skills, and a desire to grow within a collaborative accounting environment. THE COMPANY Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster and for SMB leaders to maximize their impact. The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the US and in 40 countries worldwide. These SMB executives spend a day or more with Vistage every month, immersing themselves in our comprehensive platform to become better leaders, make better decisions and achieve better results. Our platform features three core elements: valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), as well as deep insights from subject matter experts. Vistage was founded more than 65 years ago, and we’ve grown every year since then by innovating to stay on the cutting edge of business and relentlessly delivering value to our members. Our success is demonstrated by Vistage member companies growing 2.2 times faster than non-Vistage peer companies. Learn more about us at . VISTAGE EMPLOYEE LIFE Vistage’s success is anchored by a unique culture that reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace. Here’s a sample of the employee experience that helps drive our success: • Welcome to our home. Our US headquarters sits in the heart of San Diego’s UTC area. It features an open, modern aesthetic with lots of collaboration spaces and opportunities to interact with co-workers. We stay fueled up with free snacks and a weekly free lunch day, along with free lattes and nitro cold brew coffee on tap! From our San Diego base, we collaborate with colleagues based across the country and around the world., • We sweat the details. Our on-site gym is decked out with Peloton bikes and other top-tier fitness equipment to keep your workout challenging and fresh. Our campus also offers access to an additional gym, volleyball courts, and a scenic office park, perfect for getting in those midday steps!, • We invest in your career. Each employee has an actionable career progression plan developed through individual collaboration with their manager. We focus on promoting from within, and employee progression plans are complemented by all-staff development days held in our state-of-the-art learning center. Employees also have access to tons of individualized development resources and a generous tuition reimbursement program., • We invest in you. Our employee benefits program is one of the most generous you’ll find. Fully-paid healthcare is provided for employees through Aetna, along with access to dental, vision, and life insurance coverage available to employees at very low rates. Take care of your financial future with eligibility for 401(k) matching funds after your first month as an employee. Use the free individual investment counseling we provide to help you grow the money you’ve saved. You’ll also start with 16 days of paid time off + 12 paid holidays per year to allow you to relax and recharge. Employees receive additional annual paid days off based on tenure., • We keep it fun! Whether you’re with us in the Padres luxury suite enjoying our summer baseball outing, unwinding during an employee happy hour, or toasting your co-workers at our epic annual holiday party, you’ll see that we take having fun as seriously as helping our members succeed! The office vibe is business casual with flexible schedules, along with the freedom to work from home three days per if you so choose! We value mutual respect and laughter . . . we hate stiff formality. You’ll have regular access to Vistage executives—our CEO even buys everyone doughnuts to fuel his informal employee chats! Vistage’s culture and sense of mission drive employee loyalty: more than half of our staff has been with the company for five years or longer. Are you ready to start your Vistage journey? RESPONSIBILITIES • Prepare and post recurring and adjusting journal entries., • Perform monthly account reconciliations to ensure accuracy and compliance with GAAP., • Assist with the preparation of monthly, quarterly, and year-end close processes., • Support the tracking and reconciliation of intercompany balances., • Assist with event and revenue recognition entries in alignment with company policies., • Contribute to monthly variance and P&L reviews by providing supporting schedules and documentation., • Assist in preparation of audit schedules and provide supporting documentation to external auditors., • Support the preparation of cash flow reports and other internal management reporting as needed., • Participate in process improvement and automation initiatives to enhance efficiency., • Provide cross-functional support to colleagues in finance and accounting as required., • Other duties as assigned. QUALIFICATIONS • Bachelor’s degree in Accounting, Finance, Economics, or related business field required., • 0–2 years of relevant accounting experience; internship experience in accounting may be considered., • Solid understanding of accounting principles and GAAP., • Proficiency in Microsoft Excel, Word, and related software; advanced Excel a plus., • Experience with ERP/accounting systems; Microsoft Dynamics GP (Great Plains) preferred., • Strong organizational skills and attention to detail with a commitment to accuracy., • Ability to work independently while contributing to team goals., • Effective communicator with a professional presence and collaborative approach., • Eagerness to learn and take on increasing responsibility. TOTAL COMPENSATION RANGE $26 - $29 Hourly + Corporate Bonus (based in San Diego, CA) JOB LOCATION Hybrid in San Diego; 2 days onsite, 3 days offsite

Job Description Robert Half is partnering with a growing construction client in San Diego to identify an Accounts Receivable Specialist for a temp-to-hire opportunity. This role is ideal for someone experienced in construction billing who can support project-based invoicing and collections in a fast-paced environment. Key Responsibilities: • Prepare and issue monthly progress billings based on Schedule of Values (SOV), • Generate invoices, including AIA billing, lien releases, and supporting documentation, • Process change orders and extras to ensure accurate contract value and billing, • Post and apply customer payments and maintain accurate AR records, • Handle collections on progress billings and retention balances, • Verify job setup and ensure alignment between contracts, billing, and accounting records, • Provide preliminary notices and maintain insurance documentation, • Support the accounting team with data entry and administrative tasks Qualifications: • 2+ years of accounts receivable experience, preferably in construction, • Experience with progress billing, SOV, and AIA billing strongly preferred, • Strong attention to detail and ability to manage multiple projects, • Proficiency in Excel and accounting systems, • Join a growing construction company with strong project pipeline, • Gain hands-on experience in project-based accounting and billing, • Opportunity to convert to a permanent role

Job DescriptionBenefits: • 401(k), • Competitive salary, • Health insurance This position plays an important role in ensuring the accuracy of loan accounting records, commission payments, and operational financial reporting. Key Responsibilities Accounting & Data Entry • Perform high-volume data entry of financial transactions into the accounting system., • Record loan funding transactions, lender payments, borrower fees, and operational expenses., • Maintain accurate records for loan closings, commissions, and operational costs., • Assist with journal entries, account coding, and general ledger updates.Reconciliations, • Reconcile bank accounts, escrow accounts, and warehouse line activity., • Review loan funding reports and reconcile to accounting records., • Identify and resolve discrepancies in financial records.Loan Accounting Support, • Enter and verify loan funding data and lender payments., • Track loan fees, broker compensation, and lender credits., • Maintain accurate records related to loan pipelines, closings, and commissions.Reporting & Documentation, • Assist with preparation of monthly financial reports and reconciliations., • Maintain organized digital records for accounting documentation., • Support accounting team with audit preparation and regulatory reporting when needed.Administrative Accounting Support, • Process invoices, expense reports, and vendor payments., • Maintain internal financial spreadsheets and reporting tools., • Collaborate with operations and processing teams to ensure financial accuracy.Qualifications, • Bachelors degree in Accounting, Finance, or Business preferred, • 3-5 years of accounting, bookkeeping, or financial data entry experience., • Experience in mortgage, lending, or financial services industry preferred, • Experience with accounting software such as QuickBooks Desktop, or similar systems., • Strong proficiency in Microsoft Excel., • Ability to manage large volumes of financial data with accuracy., • Exceptional attention to detail and accuracy, • Strong organizational and time management skills, • Ability to work independently and meet deadlines, • Strong analytical and problem-solving skillsPreferred Experience, • Experience with mortgage loan accounting, • Knowledge of loan funding, commissions, and lender payments, • Familiarity with LOS systems such as MeridianLink Mortgage, Encompass or similar platforms

Job Description Q Microwave, a leader in the precision RF manufacturing, design and manufacture of cutting-edge military and defense microwave solutions, is seeking a Cost Accountant to join our entrepreneurial, collaborative, and fast-paced team located in El Cajon, CA. Q Microwave is recognized for its advanced capabilities in RF filtering and custom RF subassembliestechnologies that require deep technical knowledge and a passion for precision. Our fully vertically integrated facility in San Diego enables close collaboration between design and manufacturing, ensuring unmatched quality and performance in RF product development. As a part of Amphenol's global network of over 130 business units, Q Microwave operates with the technical focus and agility of a specialized design center while leveraging the strength, stability, and resources of one of the world's largest interconnect solution providers The Cost Accountant is responsible for accurate costing, inventory valuation, product margin analysis, and month-end cost close activities. This role partners with operations, procurement, and supply chain to ensure cost controls, continuous improvement of costing processes, and timely, auditable financial information that supports business decision-making. (Senior level adds responsibility for complex analyses, mentoring junior staff, and leading process improvement projects across multiple sites.) Key Responsibilities: • Perform monthly cost accounting close: standard cost updates, variance analysis, inventory reconciliations, and cost of goods sold (COGS) reporting., • Maintain and update standard costs, bill of materials (BOM) and routings in the ERP system; validate costing roll-ups and effective date changes., • Analyze labor, material, and overhead variances; investigate root causes and recommend corrective actions to operations and procurement., • Prepare monthly inventory valuation and aging, conduct perpetual inventory reconciliations, and support physical inventory/cycle count activities., • Support product margin and profitability analysis; provide cost inputs for pricing decisions and new product introductions., • Ensure cost accounting policies, controls, and documentation comply with corporate accounting standards and audit requirements., • Collaborate with cross-functional teams to drive cost reductions, process improvements, and implementation of costing best practices., • Prepare and present cost-related metrics and insights to plant leadership and finance management., • Support internal and external audits with clear documentation and timely responses., • (Senior only) Lead cost improvement projects, mentor staff accountants, and coordinate costing across multiple business units or global sites. Education and Experience: • Bachelor's degree in Accounting, Finance, or related field., • Strong Excel skills; experience with ERP costing modules (SAP, Oracle, JD Edwards, or similar) preferred., • Solid understanding of standard costing, job costing, BOMs, overhead allocation, inventory valuation (FIFO/LIFO/weighted), and GAAP inventory rules., • Excellent analytical, problem-solving, and communication skills; proven ability to partner with operations., • Detail-oriented, organized, and able to meet month-end deadlines. Certifications: • Experience in a high-mix manufacturing environment or electronic/mechanical components industry., • Familiarity with Lean/continuous improvement principles and cost-reduction methodologies., • Experience with data visualization / BI tools (Power BI, Tableau). Other Requirements: • Must be a US Citizen or Permanent Legal Resident. Working Conditions: • Physical Requirements:, • Must be able to lift 2550 lbs of test equipment with assistance., • Work Environment:, • Fast-paced production environment with a focus on quality control and attention to detail., • Collaborative team setting with frequent interactions with engineers and other technicians.

Job DescriptionJob Posting TitleTellerJob DescriptionMyPoint Credit Union Teller – Job Duties: A MyPoint Teller plays a vital role in delivering exceptional service and supporting the financial well‑being of our members. As the first point of contact in the branch, the Teller provides accurate, efficient transaction processing and builds trusting relationships by offering friendly, knowledgeable assistance. This position helps uphold the credit union’s mission of providing member‑focused service, promoting financial wellness, and maintaining the highest standards of professionalism, compliance, and security. Teller Member Services • Provide exceptional member service by greeting members, answering questions, and responding to inquiries in a friendly and professional manner., • Assist members with transactions including deposits, withdrawals, loan payments, check cashing, and transfers., • Accurately process all financial transactions while maintaining a balanced cash drawer., • Verify cash amounts, endorsements, identification, and account information to ensure proper processing., • Assist members with updating member information, and processing address or name changes., • Provide information about account balances, fees, and transaction history within authorized guidelines., • Follow all credit union compliance standards including Bank Secrecy Act (BSA), Anti‑Money Laundering (AML), and identity verification procedures., • Maintain confidentiality of member information and adhere to credit union policies and regulatory requirements., • Assist with daily branch operations including ATM balancing, vault access, and end‑of‑day settlement., • Participate in team meetings, training sessions, and professional development activities., • Identify member needs and refer them to loan officers or member service specialists when appropriate. Minimum Requirements: Must be 18 years of age or older and able to pass background check. Must be comfortable in a sales driven environment. Position: Full Time, occasional Saturdays. Location: Carlsbad Hourly Pay Range $17.00 - $23.98 MyPoint Credit Union is an equal opportunity employer. M/F/D/V

Job DescriptionDescription: About AEMI AEMI, an AEM company, is a leading manufacturer of high-reliability electronic components specializing in circuit protection, power conditioning, and radio frequency (RF) components. With a solid global presence, AEMI serves mission-critical industries such as aerospace and defense and the industrial and automotive sectors. Our commitment to innovation and quality has positioned us as a preferred supplier for highly engineered solutions in harsh environments. Position Summary AEMI is seeking a detail-oriented, well-organized, and experienced Staff Accountant to oversee Accounts Receivable (AR) and Accounts Payable (AP) functions while supporting overall accounting operations. This role ensures accurate financial transaction processing, timely collections and vendor payments, and compliance with internal controls and company policies. The staff Accountant works cross-functionally with Sales, Purchasing, Supply Chain, Receiving, Quality, and Operations to resolve discrepancies and support month-end close activities. Essential Duties & Responsibilities: • Manage full-cycle Accounts Receivable, including invoicing, cash application, collections, and timely posting of customer payments., • Conduct daily collection activities to support timely customer payments., • Communicate with customers by phone and email regarding payment collection and maintain detailed records of all interactions., • Partner with the Sales team to resolve billing discrepancies, respond to AR-related inquiries., • Responsible for reconciling Purchase Orders (PO), Receiving Documents, and Vendor Invoices., • Manage the financial side of returns in coordination with Quality Assurance, • Prepare weekly Accounts Payable check runs, process manual payments, distribute paper checks, and execute ACH and wire transfers., • Review and process employee expense reports in accordance with company policy., • Prepare monthly bank reconciliations and AR/AP reconciliations to ensure accurate financial reporting., • Prepare reports related to ageing, customer balances, and vendor balances for management review., • Support month-end and year-end close activities, including journal entries, account reconciliations, and other closing tasks., • Identify unrecorded liabilities at month-end (un-invoiced receipts) to ensure P&L accuracy., • Manage the amortization schedule for vendor prepayments., • Maintain Sales & Use Tax resale certificates., • Maintain 'Master Data' for customers and vendors to ensure bank details and terms are accurate., • Manage vendor W-9s and year-end 1099 reporting., • Identify opportunities to streamline the AR/AP cycle., • Assist with audits by preparing schedules and providing supporting documentation as requested., • Communicate with customers via phone and email for payment collection, logging interactions., • Collaborate with Sales, Supply Chain, QA, Receiving, and Operations to resolve accounting issues. Benefits of working with our team: • This role is full-time, non-exempt, • Based in San Diego, CA, this is an onsite role, • We offer competitive pay based on knowledge, skills, and relevant experience, • Benefits for eligible employees include medical, dental, vision, life insurance, 401K with company match Organizational Overview AEM, headquartered in San Diego, California, is a portfolio company of Industrial Growth Partners (IGP), a private equity firm focused exclusively on middle-market industrial manufacturing and niche services businesses. Through its leading industry brands AEM, Renaissance Electronics, and Central Semiconductor, AEM serves niche applications across a diverse array of attractive markets including satellite, aerospace, defense, industrial, medical, EV/Battery, and telecom. AEM is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability. Requirements: Minimum Qualifications: • Bachelor’s degree in accounting, Finance, or related field (or equivalent experience)., • 3–5 years of accounting experience with strong exposure to AR/AP functions., • Experience with accounting systems such as QuickBooks and NetSuite (or similar ERP systems)., • Advanced Excel skills (pivot tables, lookups, etc.), • Strong attention to detail and well-organized approach to managing tasks, • Ability to manage multiple priorities and meet deadlines., • Bilingual in Chinese (Mandarin) strongly preferred, • Background working in a fast-paced environment/private equity manufacturing., • Experience in electronic, semiconductor, or industrial manufacturing.

Job DescriptionDescription: San Diego-based commercial services company is seeking an experienced Billing & Collections Specialist to join our growing team. Type: Hourly / Non-Exempt Location: 9455 Ridgehaven Ct, Suite 200, San Diego, CA 92123 Reports to: Assistant Controller About the Position The Billing & Collections Specialist will support the accounting team with invoicing, payment tracking, and collections efforts. This role requires strong organizational skills, attention to detail, and the ability to communicate effectively with both internal teams and external clients. Key responsibilities include: • Generate and process customer invoices accurately and promptly, • Monitor accounts receivable and follow up on outstanding balances, • Communicate with clients regarding billing questions and payment status, • Assist with collection efforts while maintaining positive client relationships, • Reconcile billing discrepancies and resolve issues as needed, • Maintain accurate records of transactions and communications, • Support month-end close activities related to accounts receivable, • Upload invoices to various customer billing portals, ensuring accuracy and compliance with submission requirements, • Maintain organized records of logins, passwords, and any billing requirements needed for multiple portals, • Monitor and track invoice submission status, following up on rejections or discrepancies as needed, • Receive, verify, and process incoming payments (checks, electronic transfers, ACH, credit cards), • Accurately record financial transactions within our accounting system, • Prepare daily cash reports and handle deposit processing, • Support the reconciliation of cash receipts against bank statements and internal records as needed, • Maintain well-organized and secure financial records and documents Requirements: About You You are a detail-oriented and dependable professional who takes ownership of your work and follows through. You are comfortable managing multiple accounts and priorities while maintaining accuracy and professionalism in customer interactions. · At least 2 years of directly related experience in billing, and/or collections, with 3+ years in accounting or administration preferred. · GAAP knowledge. · Strong understanding of billing practices and collections strategies · Proven ability to research and resolve billing discrepancies and payment issues with minimal supervision · Strong organizational and time management skills with the ability to prioritize competing demands · Effective communication skills, including the ability to handle difficult or sensitive customer conversations professionally · Proficiency in Microsoft Office, particularly Excel, and experience with accounting or ERP systems · Demonstrates sound judgment in resolving issues and knows when to escalate more complex situations · Comfortable working cross-functionally with operations and leadership to ensure accurate billing and cash flow About Us The Red Cow Group brings together Harvey General Contractors, LOT Commercial Property Services, and Vivo Commercial Landscape to deliver high-quality construction, property maintenance, and landscape services across the western United States. Together, we partner with a wide range of clients who expect excellence, reliability, and innovative solutions. We are committed to creating a team-oriented environment where employees are supported, empowered, and given opportunities to grow. At Red Cow Group, we believe a truly diverse culture goes beyond recognizing differences; it means creating a workplace where everyone has the freedom to be themselves and contribute to a strong, inclusive community. About Benefits and Compensation Our employees enjoy robust benefits, including a generous company contribution to medical coverage and a 401k match. Additional benefits include dental, vision, accident coverage, and employer-sponsored mental health and wellness resources. This position pays between $28.00 - $32.00 /hr, depending on experience. All offers of employment are contingent upon successfully passing a pre-employment background check, drug screening, and physical endurance test relevant to the job requirements. We are an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, or any other protected characteristic under applicable law. Equal Opportunity Employer D/F/M/V. This employer participates in E-Verify and will provide the federal government with your form i-9 information to confirm that you are authorized to work in the U.S.

Job Description Department: Finance & Accounting Location: 10525 Vista Sorrento Pkwy, Suite 200, San Diego, CA 92121 Position Summary Mad Engine Global is seeking a detail-oriented and organized Accounts Receivable Clerk to support our Finance & Accounting team. This role is responsible for managing incoming payments, maintaining accurate financial records, and ensuring timely collections across a high-volume, fast-paced wholesale and retail environment. The ideal candidate thrives in a collaborative setting and has experience working with large retailers and complex invoicing structures. Key Responsibilities • Process and post customer payments (ACH, wire transfers, checks, credit cards) accurately and in a timely manner, • Generate and distribute invoices to customers, ensuring alignment with purchase orders and retailer requirements, • Monitor accounts to identify outstanding balances and follow up on overdue invoices, • Partner with Sales, Customer Service, and Logistics teams to resolve billing discrepancies and deductions, • Reconcile customer accounts and maintain accurate aging reports, • Research and resolve chargebacks, short payments, and deductions (including retailer-specific requirements such as Walmart, Target, and Club accounts), • Maintain organized records of transactions, communications, and payment history, • Assist with month-end closing activities, including reconciliations and reporting, • Support audits by providing necessary documentation and explanations, • Ensure compliance with company policies and accounting standards Qualifications • 1–3+ years of experience in Accounts Receivable, Billing, or a similar accounting role, • Experience in wholesale, apparel, or consumer goods industry strongly preferred, • Familiarity with high-volume invoicing and major retail accounts (e.g., Walmart, Target, Costco) is a plus, • Strong understanding of basic accounting principles and AR processes, • Proficiency in Microsoft Excel (pivot tables, VLOOKUPs preferred), • Experience with ERP systems (e.g., SAP, NetSuite, or similar) is a plus, • Excellent attention to detail, organization, and time management skills, • Strong communication skills with the ability to work cross-functionally Key Competencies • Detail-oriented with strong accuracy in data entry and reconciliation, • Ability to prioritize and manage multiple accounts in a fast-paced environment, • Problem-solving mindset with a proactive approach to resolving discrepancies, • Team player with a collaborative attitude

Job Description Staff Accountant Property West Residential is seeking a dynamic individual with strong work ethics and team spirit to immediately fill the position of Staff Accountant who will be responsible for a dedicated portfolio of properties with the following primary responsibilities. Providing administrative and accounting support to the company, onsite management and regional supervisor teams. Primary responsibilities include the review and/or process of A/P, A/R, Banking Transactions, Collections, Financial Analysis and Reporting, Account Research, Vendor Relations, Final Security Deposit Dispositions, Transactional Auditing, Staff Relations and Training. This individual must be hands-on, result driven and possess solid time management skills. The Staff Accountant will report directly to the Accounting Manager and when required by the General Manager. Employment Status Full-Time employee – Non-Exempt / Hourly. Qualifications To perform this role successfully, an individual must be able to perform all essential functions satisfactorily. The requirements define the knowledge, skill, and/or ability necessary to perform the duties and responsibilities. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Education The equivalent combination of education and experience in the Accounting field that demonstrates the ability to perform all required responsibilities of the position. Job Knowledge and Skills Advanced working skills with Word and Excel required. Knowledge of basic accounting functions using current accounting software plus real estate or property management industry-related experience preferred. Must be able to communicate effectively both verbally and in written format with internal and external staff as well as with vendors and banking personnel. Excellent organizational and time management skills required. Ability to work in a stressful, fast-paced and demanding environment, while maintaining a positive and supportive attitude at all times. Establish, track and meet deadlines. Proactively exercise the need to changing priorities to reach positive results. May perform special projects assigned by General Manager from time to time. Adapt easily to sudden change in workloads and or responsibilities. Physical Requirements The physical demands described are representative of those that must be met by an employee to successfully perform their direct job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The work is described as light in physical demand. Requirements include the ability to sit up to 8 hours a day and/or frequently, stand, walk, reach forward and overhead, finger and grasp. Must be able to occasionally bend, crouch or stoop. Must be able to lift and carry up to 25 pounds. Must have close and distance vision and the ability to adjust focus. STAFF ACCOUNTANT DUTIES Management and control of all items related to accounting functions of the portfolio properties assigned. Review of all property bank accounts; funding, stop payments, research, reconciliations, communication with bank personnel and overall administration of accounts. Orientation and training in relation to direct administrative/accounting duties with onsite staff. Maintain open dialogue and positive communication to motivate productivity. Work closely with Regional Property Managers to assist in the assessment of onsite staff deficiencies and participate in the improvement plan. Process checks for A/P of assigned portfolio and generate corresponding reporting. Administer and finalize all Security Deposit Disposition Refunds or monies owed timely and accurately; enforce collection procedures with onsite staff. Timely process all lender required reporting. Perform monthly financial analysis and reporting for assigned portfolio. Process EOM procedures and ensure timely and accurate process, reporting and closure. Perform spot audits of resident ledgers and follow up with necessary staff members to perform the corrections. Ensure all invoicing is timely and accurately paid to avoid adverse credit ratings for the owner and company to enhance vendor relations. Additionally, create tracking reports to enforce sensitive deadlines for critical billing such as utilities, security deposit refunds and other priority payments. Contribute to the EOY process by maintaining accurate record keeping and reporting; gather all required documentation to submit to CPA and assist with annual 1099’s production. Maintain a uniformed work station and cross-train on all assignments and duties to ensure coverage is supportive to all team members in their absence as needed or assigned. Carry out strict confidentiality when handling sensitive financial reporting, information and/or correspondence relating to the company or any staff related issue. Report to work timely on a daily basis and immediately report any delays to the HR manager who will inform all required supervisors. Make every attempt to schedule personal appointments before or after working hours. Request time off with lead time to allow for proper coverage. Property West Residential promotes values that guide our behavior as individuals and as a team, and embody the principles that deliver winning performance! If you are looking for stability, growth and career enhancement, please apply today! You can also visit and apply on our website at

Job Description TrellisWare launched in 2000 with an innovative culture striving to push technological boundaries in the area of wireless communications. We are now a worldwide leader in highly advanced algorithms, waveforms, and communications systems that range from small form factor radio products to fully integrated solutions. At TrellisWare, we connect passion with purpose and together we make an impact- on our careers, our company, and the world. And you can too. If you love to innovate and collaborate in a dynamic environment where boundaries are being pushed, you belong at TrellisWare. Where the opportunity to serve is not a challenge but a gift. Where you're never going alone. Because there's too much at stake to go solo. Our Accounting Team is seeking a Senior Accountant. You will play a key role in the accounting department performing month end close processes, ensuring the accuracy of financial records, and supporting management with timely financial reporting. This role requires strong analytical skills, deep knowledge of accounting principles, and a strong ability to collaborate across departments. The successful candidate must be proactive, detail-oriented, able to prioritize and solve problems independently and collaboratively. Enhancing cohesiveness and maintaining team morale is a responsibility of all our team members, as is the ambition for self-improvement and talent development. Through this dedication to unity and professional advancement, each team member is directly impacting the successful outcome of TrellisWare's deliverables and setting the tone for our core values of delivering excellence, pushing boundaries, and empowering people. The essential duties and responsibilities include: • Interpreting and applying U.S. generally accepted accounting principles (GAAP), government contract accounting and company policies and procedures in the completion of tasks., • Performing month-end accounting close tasks, including preparing financial entries and related analysis to properly account for prepaid and accrued expenses, inventory, fixed assets, leases, patents, and payroll., • Prepare monthly account reconciliations and ensure all supporting documentation is complete and accurate., • Maintain the fixed asset subledger and related information such as additions, disposals, physical locations and tagging of assets., • Monitor construction-in-progress (CIP) projects and coordinate timely capitalization with project managers., • Perform other related duties to support the month, quarter, and year-end accounting closes., • Maintain financial data and documentation in accordance with U.S. GAAP and government contract accounting and company policies and procedures., • Assist with documentation of company policies and procedures for accounting processes., • Assist with other ad-hoc projects or duties, including system updates, financial analysis, etc., • 3 or more years of accounting experience performing similar duties., • Bachelor's degree in Accounting., • CPA (or CPA candidate) and public accounting experience a plus., • Strong understanding of GAAP and financial reporting standards., • Intermediate to advanced proficiency in Excel., • Demonstrate strong organizational skills with an ability to effectively plan and prioritize, including taking initiative and meeting deadlines., • High level of attention to detail., • Self-motivated and efficient., • Strong analytical, problem-solving and written and verbal communication skills., • Professional demeanor with a high degree of flexibility, strong process orientation and exercising good judgment., • Team-oriented with proactive, solutions-driven approach., • Able to frequently sit, stand, walk, use hands to fingers, handle or feel, reach within hands and arm's length, stoop, kneel, and crouch, talk and hear., • Regularly required to sit for extended periods of time; frequently required to use office equipment such as PC, printer, telephone, etc., • Able to regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds., • U.S. Citizenship or Permanent Residency Disclaimer – The above statements are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Nothing in the job description restricts the company's right to change, assign, or reassign duties and responsibilities at any time for any reason. TrellisWare Technologies pays competitively according to the market in an individual's geographic location, in addition to their qualifications and experience. The posted range is annually and for individuals located in the San Diego, CA area. San Diego, California Pay Range$75,000—$95,000 USD Check out the Careers page for more information about working at TrellisWare Technologies.

Job DescriptionSalary: $28.00 - $30.00 per hour We are currently seeking a highly organized, experienced, AP/AR/PAYROLL SPECIALIST.The ideal candidate for this position must have 5+ years working in payroll,accounts payable and accounts receivable, preferably in the hospitality industry. As an employee, you are an important member of the ministry of Church and its faith-based community. This job is 80% AP/AR and 20% Payroll. About Us: Free Sacred Trinity Church (FSTC) is a non-denominational Christian church rooted in Judeo-Christian doctrine with five separate entities. 3 non profit entities and 2 for profit entities. During COVID our operating entities stayed open and we are growing our Accounting Department. If you are compassionate and love being of service to others and work hard, we want to hear from you! Summary:Must be punctual and reliable with regards to attendance and work well under pressure. Process Accounts Payable, Sales Receipts, Accounts Receivable, Payroll, and complete other assigned accounting tasks, in accordance with established accounting policies and procedures. Major Responsibilities: Process Sales Receipts. Process Payroll. Accounts Payable • Act as primary Accounts Payable contact for vendors, management and project managers., • Maintain vendor records in the accounting system, including W-9s and new vendors., • Track receipt of goods and services against purchase orders., • Reconcile invoices to purchase orders and packing slips, and process check requests and invoices., • Prepare and mail payments., • Provide monthly accounts payable reports (i.e. AP aging, accrued expenses reconciliation, open PO listings, etc.) and other information needed for analysis of company expenses., • Review and improve AP processes, • Review and verify invoices and check requests, • Enter and upload invoices into system, set invoices up for payment, • Reconcile accounts payable to transactions and run reports, • Research and resolve invoice discrepancies and issues, • Correspond with Vendors and Purchasing and respond to inquires, • Assist with month-end closing, • Establishes and maintains accounting office filing., • Assists with day-to-day information requests related to Accounts Payable., • Process Sales Receipts and credit cards Receivable., • Prepares daily bank deposits and transfers., • Counts cash and reconciles daily sales to the bank deposits., • Tracks refunds due and prepares refund disbursements to applicable guests., • Collects NSF checks and resolves credit card debits., • Prepare bi-weekly Payroll, including processing changes, coordinating benefits with Human Resources and providers., • Maintain employee timesheets and payroll records., • Maintain all payroll files., • Process 401(k) contributions., • Prepare, reconcile and distribute recurring payroll reports such as vacation and insurance accruals., • Prepare journal entries for payroll for posting of required transactions to the general ledger., • Prepare workers compensation reports and responsible for audits., • Updates the records of paid time off (PTO) hours used and accrued., • Initiates payroll tax deposits., • Communicates ACH information to Controller or Assistant Controller for direct deposit transfers., • Prepares federal and state quarterly and annual payroll tax returns., • Prepares year-end W-2s and related filings., • Development and maintain a thorough understanding of the policies and procedures guiding the work of the Accounts Payable & Payroll Specialist position, as well as the overall Finance & Accounting Department., • 18 credits in Accounting or Business and 5+ years of accounting/ bookkeeping and payroll processing experience, preferably in hospitality industry., • Understanding of GAAP., • Proficiency in Microsoft Office (Word, Excel, PowerPoint)., • Experience Great Plains 2018., • Demonstrated strong critical thinking and analytical skills with the ability to synthesize complex or diverse information from data, policies, procedures and/or regulations., • Team player able to organize multiple tasks of varying priorities and meet critical deadlines in a fast-paced environment., • Excellent communication and interpersonal skills and the ability to interface with various levels of co-workers, upper management, and external customers while maintaining a high degree of confidentiality., • Detail-oriented with a high degree of accuracy., • Strong contributor in a team environment., • Ability to prioritize and plan work activities to successfully meet tight deadlines., • Ability to adapt and work in a quickly changing environment, managing competing demands, and Ability to think critically and innovatively and to act tactically., • Process Driven., • Outstanding written and verbal communications skills required for reporting financials and operational results to the firm's senior management., • Must be able to work additional hours or days to meet deadlines, including weekends., • Ability to follow directions Minimum 18 credits of college education in Accounting. EXPERIENCE: • 5 years minimum of progressive accounting experience preferably in hospitality, retail services, spiritual retreat centers., • 5 + years with a Full Cycle Accounts Payable and Payroll Experience, • 3 + years experience with cash receipts and bank deposits, • Great Plains 2012-2018 preferred, • Intermediate to Advancedskill with Microsoft Office (Excel, Outlook, & PowerPoint) skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra. REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. BEHAVIORIAL SKILLS: Organized, dependable, accurate and attention to detail. Must have the ability to multi-task and meet deadline. Must be able to work in a fast paced environment with minimal supervision and create a positive working environment. Must be capable to maintain confidentiality and be compassionate in dealings with people. Ability to communicate well with guests, managers, employees and executive management is a must. Individual should be skilled in problem solving and customer service; works with integrity and ethically; upholds the Organizational values. Must provide excellent guest and internal employee service and have the ability to learn and model OHIs Missions, Values and Principles (MVPs). Maintain a professional demeanor and appearance and model appropriate behavior. CERTIFICATES, LICENSES, REGISTRATIONS:None. PHYSICAL DEMANDS Physical activities: Sitting; talking and hearing; using hands to finger, handle or feel; walking; standing; reaching with hands and arms; and stoop, kneel, crouch, or crawl. Weight be lifted or force be exerted: Up to 25 pounds. Special vision requirements: None WORK ENVIRONMENT • Exposure to special environmental conditions: None. Covid testing daily and wear face covering. If you are compassionate and love being of service to others, we want to hear from you! Background and Drug test Job Type: Full-time Pay: $28.00 - $30.00 per hour Expected hours: 40 45 per week Benefits: • 401(k), • Dental insurance, • Employee discount, • Health insurance, • Life insurance, • Paid time off, • Referral program, • Vision insurance Schedule: • 8 hour shift, • Monday to Friday, • Overtime Education: • Associate (Preferred) Experience: • Accounts payable: 5 years (Preferred), • Payroll: 5 years (Preferred), • Cash receipt posting: 5 years (Preferred) Language: • English (Preferred) Ability to Relocate: • San Diego, CA: Relocate before starting work (Required)

Job DescriptionLooking for a career where attention to detail meets meaningful client impact? We’re hiring a Remote Physical Auditor to play a key role in ensuring accurate and compliant insurance audits. Come Join ReSource Pro! Your Role: ReSource Pro is seeking a Remote Physical Auditor to join our Premium Services Audit team. In this role, you’ll conduct in-person and virtual premium audits with insured businesses to ensure accurate classification and reporting of Workers’ Compensation and General Liability exposures. You’ll gather data through onsite visits, interviews, and facility walkthroughs. We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self. In this role, you will: • Scheduling and conducting onsite and virtual audits with insured clients, including interviews, walkthroughs, and verification of business operations. Regular travel is required. Team members should expect to drive up to one hour each way to reach their assigned sites., • Collecting, organizing, and verifying documentation via secure portals, email, or follow-up calls/virtual meetings., • Preparing and submitting detailed audit reports that meet time service expectations., • Maintaining clear and professional communication with insureds and internal stakeholders throughout the process., • Identifying and escalating issues that could impact client satisfaction or carrier relationships., • *Candidates must reside in or in the immediate area of Mission Valley, Sierra Mesa, Santee, San Carlos, or Lemon Grove, CA., • Ability to travel up to one hour each way to reach assigned audit sites., • High School Diploma or GED., • 3–5 years of work experience, ideally in auditing, accounting, insurance, or a client-facing role preferred., • 1–2 years of independent field-based work experience preferred., • Strong organizational and time-management skills with the ability to meet deadlines., • Proficiency with audit systems and tools; comfort using video conferencing platforms (e.g., Zoom, Microsoft Teams, Nexus)., • Excellent communication and interpersonal skills for building client relationships., • Ability to analyze data, spot discrepancies, and explain findings clearly., • 100% paid employee health insurance available on Day 1, • Eligible for all medical, dental, and vision benefits on Day 1, • Remote positions are Internet stipend-eligible, • 401k with employer match, vested on Day 1, • HSA/FSA available, • Long Term and short-term disability employer-provided, • Generous PTO plan with paid holidays + floating holidays, • Development and growth opportunities For this remote position, the annual targeted compensation range is $45,000 to $60,000. Compensation for this role is a combination of base pay and weekly performance-based earnings tied to the number of completed audits. There is no cap on weekly performance-based earnings. Actual pay will vary based on individual performance and is not guaranteed. Individual pay decisions are based on a variety of factors, including qualifications, experience level, skillset, geography, and maintaining internal equity across ReSource Pro. Your Interview Process: To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes: • Behavioral interview with Talent Acquisition, • Online talent assessment Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history. Equal Employment Opportunity Policy ReSource Pro 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. Powered by JazzHR HefsdN49mw

Job Description Overview Avanath is proud to be named one of the top property management companies to provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the Avanath team. At Avanath, every day is an opportunity to make a difference in someone's life. Whether it is helping residents call one of our communities' home, providing excellence in customer service, or championing our workforce, we are committed to creating an unforgettable experience as a great place to live, work, and be. The Role: We are seeking a meticulous, detail-oriented Compliance Auditor to join our Compliance Team. The Compliance Auditor, specializing in hard-file review, will play a crucial role in ensuring our files comply with all relevant laws, Affordable Care Act regulations, and internal policies. This role involves carefully examining resident files, documentation, and records to identify non-compliance issues and recommend corrective actions. The incumbent in this role must possess a high degree of professionalism and positive engagement for our residents and the workforce. • An Aptitude for Connecting - Must possess a strong sense for creating a sense of community, as well as the drive to go the extra mile to create a positive experience for all residents and staff. Your success and purpose are driven by the relationships that you build within your communities, including vendor partners, regulatory, and social services partnerships. This includes adopting a collaborative approach to create consistent, favorable circumstances that foster success and effectiveness for the Organization and the communities., • An Authentic Attitude - Consistently demonstrate an open and professional attitude and approach when accessing and resolving resident and staff concerns. This Includes, but Is not limited to, seeking resources throughout the organization via the organizations' support services and senior leadership., • Exceptional attention to detail and strong analytical skills, particularly with hard file examination., • Self-motivated, able to work independently, and prioritize tasks effectively., • Excellent verbal, written and interpersonal communication skills., • Demonstrates a sense of urgency and the ability to meet deadlines., • Must be proficient with Microsoft Office (Excel, Word, and Outlook), • Knowledge of Affordable Housing regulations highly desired. Compliance Management • Conduct in-depth reviews of hard files, including lease agreements, tenant records, financial documents, and maintenance records, to assess compliance with leasing agreements, safety regulations, and fair housing laws., • Examine property records and documentation to identify discrepancies or potential compliance issues., • Collaborate with property managers and relevant staff to address compliance concerns and guide the implementation of corrective actions., • Maintain a comprehensive understanding of federal, state, and local regulations related to property management and leasing., • Generate detailed audit reports highlighting findings, recommendations, and areas requiring corrective action based on hard file reviews., • Provide support for the development and implementation of compliance policies and procedures., • Stay informed about changes in property management and compliance regulations and ensure the organization remains fully compliant., • The incumbent in this is classified as essential staff and is expected to report to work and adhere to all safety and business protocols., • Frequent sitting and walking, • Travel within the region and to other business offices and events via airline, trains and automobiles, • Repetitive use of computer, keyboard, mouse, and phone, • Reading, comprehending, writing, performing calculations, communicating verbally., • May work in an elevated site, may walk on uneven ground. We know that our teams are the heart of our success and growth, and we are committed to showing our appreciation. We offer: • Culture Built on Purpose and Core Values - A Commitment to Integrity, A Spirit of Caring, and A Focus on Continuous Improvement., • Comprehensive Benefits – health, dental & vision, 401(k), personal time off, paid holidays and more!, • Growth that is based on achievement and an emphasis on promoting from within our ranks versus just external candidates. Avanath Capital is committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. Our human capital is the most valuable asset we have, and Diversity, equity, and inclusion ("DEI") are at the very core of Avanath's operating and investment philosophy. We believe that bringing together people with diverse thoughts, backgrounds, talents, and experiences at all levels of our organization, including the executive team, enables us to proactively and creatively achieve our mission to enable opportunities for hard-working American families. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part our culture, our reputation and our achievements. We embrace and encourage our employees' differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. Our organization's diversity initiatives include—but are not limited to—our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions; transfers; and the ongoing development of a work environment built on the premise of gender and diversity equity that encourages and enforces: • Respectful communication and cooperation between all employees., • Teamwork and employee participation, permitting the representation of all groups and employee perspectives., • Work/life balance through flexible work schedules to accommodate employees' varying needs., • Employer and employee contributions to the communities we serve to promote a greater understanding and respect for diversity. Compensation Range Compensation Range$29.35—$31.35 USD

Job Description A growing CPA firm is adding a Remote Senior Accountant to their growing team. This role offers a mix of tax preparation, review support, and client interaction in a stable, well-established firm environment. You will work on individual and business tax returns (1040, 1065, 1120S), assist with tax planning and projections, and communicate with clients to gather information and support ongoing engagements. This is a generalist tax role with exposure to a wide variety of client situations. What we’re looking for: • 3–6+ years of tax experience in public accounting or similar role, • Strong experience with individual and business tax returns, • Comfortable working independently in a remote setting, • 100% remote work, • Flexible environment outside of peak season, • Supportive team and steady workflow Apply today by sending your resume to

Job Description Remote position As a CPA at Brown & Sterling, you’ll manage financial reporting, tax preparation, compliance, and advisory services. You’ll work closely with clients to analyze financial data, ensure regulatory compliance, and provide insights that drive informed business decisions. The ideal candidate has strong technical knowledge, attention to detail, and a client-service mindset. Compensation: $75 hourly potential Responsibilities: • Prepare and review a wide range of tax returns, including individual, corporate (S Corp and C Corp), partnership, estate, trust, fiduciary, and exempt organization filings., • Conduct and present complex tax research to support client needs and internal decision-making., • Ensure all returns comply with current IRS regulations and the latest tax laws., • Strong tax preparation and detailed review experience., • In-depth knowledge and experience of tax concepts related to individuals, corporations, and partnerships, with a willingness to continue your tax knowledge growth., • Tax research skills., • Proficient with CCH Axcess Tax or similar systems., • Heightened ability to problem solve., • Team mentality., • US Licensed CPA with at least 2 years of experience in public accounting. Brown & Sterling is a business-driven tax strategy law firm with offices in Fall City, WA., and Mission Valley, San Diego, CA. We are an industry leader in assisting clients with tax strategies to significantly reduce their tax liabilities. We have the privilege of serving clients with a high net worth so that they can protect their dreams and wishes for financial freedom. What Sets Us Apart: We’re not an everyday, stuffy law firm that expects our team to sacrifice their work-life balance to make peanuts with mediocre benefits. We want to celebrate our team by offering a competitive compensation package, a great benefits package with all of the coverages a person could ask for, and the ability to do your best work from a location that allows you to do your best work. All we ask is that you have a team-focused mentality, solid work ethic, and great attitude. Oh, and of course, the experience listed above…we can’t forget about that!

Job Description CFO Hub provides outsourced CFO, controller, and accounting services for growing enterprises to augment and streamline their operations. By partnering with the CFO Hub team, our clients have access to financial professionals with decades of experience without the need for a full-time staff. Please do not apply without reading the post in its entirety. CFO Hub is seeking an experienced Senior Accountant to help manage the accounting functions for various clients. The ideal candidate has 3-5+ years of progressive experience specifically with full-cycle accounting (public accounting a plus). Qualifications: -Self-starter/adaptable mentality -Solid understanding of GAAP -Must be comfortable with meeting deadlines and budgets -Bachelor's degree in Accounting or related field is required -CPA License or licensing in-process preferred If not all qualifications are met, please do not apply. Responsibilities include, but are not limited to: -Monthly financial statement preparation -Management of bookkeeping, cash, and AR/AP -Monitor and improve upon clients' internal controls -Manage and/or assist with the implementation of accounting systems and processes Job Type: Part-time Salary: starting at $30/hr Physical setting: • Monday to Friday

Job Description About Us Full-service Accounting Firm near Downtown, San Diego has immediate opening for Accounting/Tax Manager with minimum 5-years of industry experience. Duties include tax preparation, financial statement preparation, business & staff management, and general accounting. Our client base consists of a variety of interesting local businesses and high net worth individuals. This job position offers a competitive salary and fringe benefits. Our strength is our people; their skill, knowledge and integrity keep us in the forefront of our industry. We are committed to supporting each member of our firm and our clients in an atmosphere the embodies integrity, respect & trust. Our benefits include Paid Time Off, 401k and ER match, Health Insurance, Life Insurance, Reimbursement for CPEs – We understand the importance of a good work/life balance. Job Summary The Senior Tax Accountant is an integral part of our team. This person will work on various tax reporting, compliance and financial planning projects as directed by the CEO along with maintaining monthly accounting duties. The role will be responsible for monitoring general accounting practices, developing and maintaining internal accounting controls, managing accounting staff, and serve as a mentor for the team. This person is expected to grow with the organization as it continues to expand and evolve over time. Responsibilities and Duties Tax: • Preparation of Individual, Partnership, Corporate and Trust tax return and other relevant tax engagements and communicate directly with clients., • Perform an in-depth taxable income analysis for each client to distinguish between taxable and nontaxable income items between different income tax return filing options., • Audit representation (correspondence and face to face), • Assist with the preparation of the quarterly tax estimates and year end extension estimates to ensure timely filings., • Research tax issues in all applicable areas of tax including memorandum write-up of results and maintaining legislative materials by reviewing, interpreting, and implementing new or revised laws., • Prepare journal entries to record the financial transaction activities including cash/restricted cash, borrower and investor payables/receivables, and loan servicing., • Month-end close procedures and always completes deliverables a timely manner., • Performs monthly balance sheet reconciliations and roll-forward schedules., • Assist in the preparation of monthly consolidated P&L and balance sheet fluctuation analysis for management reporting and analysis., • Support budget and forecasting activities for a wide range of clientele., • Manage day-to-day accounting operations of the accounting department including but not limited to month and year end process, accounts payable, accounts receivable, general ledger, cash flow, revenue and expenditure variance analysis, check runs, and fixed assets., • Monitor and analyze accounting data and assist in producing financial reports and presentations., • Act as a liaison between Project Control Analyst, Accounting Staff, and Contracts to resolve any issues regarding project costs and billings., • Experience with Business & Customer Development., • Assist with training for new hires., • Actively pursue new methods of streamlining and enhancing the firm’s processes., • The ability to lead and actively engage the team, • Bachelor's Degree in Accounting and/or Finance is required. CPA or EA preferred. Master's Degree in Taxation a plus., • CTEC (A Must, if not CPA or EA), • Proficient with Lacerte Tax, • Proficient with QuickBooks, • Advanced Excel skills, • Excellent relationship building and communication skills, • Ability to work independently and lead others, • Minimum of 5-years of experience as an Accountant or equivalent experience, • Knowledge of GAAP, pertinent IRC sections and regulations, and estates and gift tax issues and preparation., • Excellent oral and written communication skills., • 401(k), • 401(k) Matching 3%, • Health insurance, • Paid Time Off, • Life Insurance

Job DescriptionMore 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 Banner Bank as a Banker and be the welcoming face of our branch. In this role, you’ll help clients achieve their financial goals by processing transactions accurately and introducing them to products and services that make a difference. If you’re passionate about delivering exceptional customer experiences and want to grow in a supportive environment, we’d love to meet you.In this role you'll • Process client transactions accurately and efficiently while following established policies and procedures., • Provide an excellent experience for clients and act as the face of the Bank., • Assist clients in achieving financial goals by referring Bank products and services., • Refer clients to other Bank specialists when appropriate., • Work effectively as a team contributor on all assignments., • Maintain a high level of personal reliability and punctuality., • Sell Bank products and services through in-person and telephone conversations, meeting referral standards set by your Manager., • Comply with all policies, procedures, security requirements, and government regulations.What we're looking for, • You have a High School Diploma or GED (Required)., • An equivalent combination of education and experience can be considered in lieu of a degree., • You have entry-level experience in cashiering, bookkeeping, client service, or sales with established goals (Required).What helps you shine, • You bring strong organizational skills and attention to detail., • You have basic PC knowledge with Windows-based applications and calculator use., • You’re comfortable with basic math, negotiation, and problem-solving., • You communicate effectively, with proper phone and email etiquette., • You excel at building relationships and delivering excellent customer service., • You can work branch hours and lift up to 25 pounds as needed.Travel, • Up to 0%Our company values, • Do the right thing, • Mutual respect, • Teamwork, • Honesty and integrityWhat 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 reviewCompensation & benefits, • Targeted starting salary range (based on experience): $20.00/hr, • 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)

Job Description Accounts Receivable Specialist About Us.... Arizona Tile is a leading, nationally recognized tile and slab distributor. We offer high-quality products and unparalleled service to our customers across the West Coast. With 800+ employees in over 10 states, our success comes from the founding concept that goodwill toward others, including our fellow employees, is good business. Working at Arizona Tile isn't just another job, it's a family!! Our Commitment.... At our Company we are Committed to Supporting our Employees in providing an outstanding experience for our customers and by providing an environment that values hard work and dedication. What We Offer..... • Safety 1st Organization, • Competitive pay, • Benefits: Medical, Dental, Vision, & More!, • H.S.A or H.R.A with Company Contributions, • 401k Retirement Savings Program with discretionary employer match, • Progressive career development and training, • Employee assistance program, • Paid Time Off (PTO) and Holiday Pay, • Service recognition and awards, • Family oriented environment with open communication, collaborative atmosphere, and team-building events What You Will Do: As the Accounts Receivable Specialist, you will process account receivables information daily, handle new cash/credit applications, balance daily cash drawers, and reconcile data to ensure accuracy of all payments. Your Top Accountabilities in the Role: • Solicit timely payments on customer accounts by making collection calls, emails and/or facsimile and work with collections agencies and/or attorneys, as needed., • In-put Accounts Receivable daily, including data entry and reconciliation of data to ensure the accuracy of all payments. Balance daily cash drawer closings., • Process new Cash and Credit Applications maintain Job Accounts., • Maintain pre-liens filings, waivers/releases, and communicate with Sales Department., • Produce timely and accurate "end of month" reports. Support the department with management of Accounts Receivable excel databases., • Maintaining documentation of all correspondence., • Provide a high level of customer service, in a positive manner, when responding to questions and requests. Position Requirements: • Education: High school diploma or equivalent., • Experience: 3+ years of prior credit and accounts receivable experience in a multi-state environment, prior understanding of construction credit and working with large accounts preferred., • Functional Skills:, • Solid understanding of credit accounting principles., • High-level of accuracy with strong organizational skills and ability to handle multiple deadlines., • High degree of dependability. Able to work without close supervision, responds to management direction, takes responsibility for own actions and keeps commitments., • Exhibits professionalism. Willingness to collaborate with team members and support them by successfully executing their job responsibilities with the goal of advancing the team's effectiveness., • Reacts well under pressure. Treats others with respect and consideration. Steady personality., • Exceptional customer service skills with the ability to provide individualized service., • Technology Aptitude/Other: Proficient to advanced computer skills working within Windows environment, including Word, Excel and Outlook. Familiarity with accounting software system, • Language Skills: Strong written and excellent verbal communication skills to work with our customers (in person or by telephone) and to communicate with all levels of the organization., • Core Values & Behaviors: Safety Focused, Customer Driven, Conscientious, Strong Communication Skills, Hard Work Ethic, Ethical Integrity, Teamwork, and Tenacity. Friendly and warm demeanor with excellent interpersonal skills. Other Important Information: • Reports To: Accounts Receivable Lead, • Work Schedule: Monday - Friday, 8 - 5 pm, some overtime may be needed., • Direct Reports: None; works with other departments as needed., • Travel: None, • Work Environment: The employee is mostly exposed to a climate-controlled office environment, but may occasionally be exposed to an environment with moderate noise level. The employee may be exposed to outside weather conditions and may work with and in the proximity to material handling equipment, including forklift, as well as packaged, cement-based products such as grouts, cleaning, and sealing chemicals for tile and stone., • Physical Requirements: The employee is regularly required to sit, use hands to finger, handle and feel, and to talk and hear. The employee is frequently required to walk, reach with hands / arms, stoop, kneel, crouch, or crawl. The employee is occasionally required to stand, climb, or balance and could frequently lift and/or move up to 15 lbs. Specific vision abilities are required which include color vision, close vision, distance vision, and the ability to adjust focus. We are an Equal Employment Opportunity Employer, Drug-Free Workplace, and a participant of the E-Verify Program where required by state law. Requests for reasonable accommodation should be directed to Arizona Tile's Human Resource Department.

Job DescriptionSalary: $75,000 - $80,000 POSITION OVERVIEW: The Payroll Administrator is responsible for managing and processing the company's payroll, ensuring that all employees are paid accurately and on time. This position requires a high level of attention to detail and a thorough understanding of payroll systems, regulations, and compliance requirements. The Payroll Administrator will also handle employee inquiries regarding payroll and related issues, ensuring that all records are maintained properly. PRINCIPLE RESPONSIBILITIES: • Process payroll for all employees (salaried, hourly, full-time, part-time) on a weekly basis., • Ensure accurate calculation of wages, benefits, taxes, and deductions., • Maintain payroll records and ensure all employee data is up to date., • Ensure compliance with federal, state, and local payroll regulations., • Prepare and submit payroll tax filings and reports., • Process new hires, terminations, salary adjustments, and other payroll-related changes., • Reconcile payroll-related accounts and resolve discrepancies., • Respond to payroll inquiries from employees and management., • Collaborate with HR and Finance to ensure accurate reporting of employee benefits, time-off balances, and deductions., • Manage year-end processes, including W-2s and 1099s., • Calculate and submit certified payroll, • Comply with all of the union labor requirements for payroll, • Calculate and remit union fringe benefits, • Collect, verify, and submit health, dental, and vision insurance forms to the administrators, • Provide support needed for annual financial review and ESOP audit, • Provide payroll data for annual workers compensation insurance renewal, • Stay up to date with changes in tax and labor laws affecting payroll., • Main contact with the 3rd party payroll service provider, • Able to effectively provide payroll data to leadership for management analysis, • Support project managers for project compliance reporting REQUIRED SKILLS: • Strong knowledge of payroll regulations and tax compliance., • Excellent organizational and multitasking skills., • Strong attention to detail and accuracy., • Ability to handle sensitive and confidential information with discretion., • Strong communication skills to interact effectively with employees and management., • Knowledge of benefits administration and related payroll deductions., • Strong knowledge of union payroll requirements EDUCATION/EXPERIENCE: • Bachelor's degree in Accounting, Finance, or a related field (or equivalent experience)., • 4+ years of payroll administration experience, preferably in a mid-sized or large organization., • Proficiency with payroll software (e.g., ADP, Paycom, or similar systems), proficiency with Paylocity is a plus., • Certified Payroll Professional (CPP) or similar certification is a plus.

Job Description Job Summary The Staff Accountant assists the Controller and CFO in managing the organization’s financial accounting operations, including general ledger maintenance, grant cost and allocation accounting, payroll oversight, and audit support. This role ensures compliance with organizational accounting policies, grant requirements, and applicable federal and state regulations. Essential Duties and Responsibilities Financial Accounting & Reporting · Perform month-end close activities, including preparation and review of financial statements prior to grant and fund billing · Prepare monthly journal entries, general ledger reconciliations, balance sheets, income statements, and cash flow statements · Reconcile general bank accounts and payroll bank accounts on a monthly basis · Maintain and reconcile monthly general ledger accounts with a high degree of accuracy Grant & Fund Accounting · Assist Controller/CFO with development and monitoring of grant and program budgets · Track, verify, and ensure grant and fund billings are accurate and submitted by required deadlines Company DescriptionSince 1981, Veterans Village of San Diego (VVSD), a nonprofit 501(c)(3) organization, has been dedicated to serving homeless veterans, their families, and those at risk of homelessness. Each year, VVSD supports thousands of military veterans and their families across San Diego County. Through comprehensive programs and services, we address the unique challenges that contribute to homelessness, providing individualized support to help veterans rebuild their lives and achieve stability.Since 1981, Veterans Village of San Diego (VVSD), a nonprofit 501(c)(3) organization, has been dedicated to serving homeless veterans, their families, and those at risk of homelessness. Each year, VVSD supports thousands of military veterans and their families across San Diego County. Through comprehensive programs and services, we address the unique challenges that contribute to homelessness, providing individualized support to help veterans rebuild their lives and achieve stability.

Job Description Embark on a Journey That Makes a Difference. At Generali Global Assistance (GGA), every day is an opportunity to help people explore the world with confidence. We’re not just in the business of protection—we’re in the business of adventure and peace of mind. Whether it’s a backpacker trekking through the Andes, a family cruising the Mediterranean, or a solo traveler chasing the Northern Lights, we’re there to ensure their journey is safe and supported. From assisting with emergency medical claims to guiding customers through trip disruptions or ID theft, your work helps turn travel challenges into stories of resilience. Set Sail on a Career Path to Success. Our teams value curiosity and collaboration while priding ourselves on fostering a welcoming and inclusive atmosphere for our employees. Elevate your journey through our internal programs, including: • Diversity, Equity, and Inclusion (DEI) Committee, • Career pathing and Individual Development Plans, • Internal training and intern opportunities, • Women in Business Mentorship Program, • Employee awards and recognition, • Generous Employer contribution for health, dental, and vision insurance, • Paid Maternity and Paternity Leave, • Scholarship Program for Employee Dependents, • Company match on 401k, • Employee Assistance Program (EAP), • Company paid short-term and long-term disability insurance, • Company paid life insurance, • Voluntary Pet Insurance, • Voluntary Legal Benefit, • Discounts on travel insurance As a Senior Internal Auditor, you will play a critical role in strengthening Generali’s control environment across the U.S. Through a systematic and risk-based audit program, you will assess financial integrity, operational effectiveness, and regulatory compliance across our businesses. You will lead end-to-end audit engagements, collaborate closely with business leaders, and provide insights that drive meaningful improvements in efficiency, risk mitigation, and governance. This highly visible role offers significant autonomy and the opportunity to work within a global audit community, engage with both internal and external stakeholders, and contribute to initiatives that shape the organization’s future. It is an ideal position for a proactive, analytical professional seeking continuous development in an international environment. Chart Your Course: • Lead and perform audits in line with IIA Standards and Generali Group Audit Methodology., • Participate in the annual risk assessment process and support the development of the risk-based audit plan., • Execute all phases of audits in a timely manner and deliver products within department and professional standards: planning, fieldwork, testing, reporting, and issue follow up., • Build audit programs and evaluate the effectiveness of internal controls across key business processes., • Collaborate with audit teams to ensure alignment on audit work, and coordinate co-sourced audits., • Apply data analytics tools (Excel, IDEA, etc.) to enhance audit insights, • Identify improvement opportunities to mitigate risks and strengthen operational performance., • Present findings clearly and confidently to audit leadership and stakeholders., • Track remediation progress and validate closure of audit issues., • Support special projects, advisory reviews, and continuous improvement initiatives., • Assist in preparing Audit Committee materials, • Advanced knowledge of audit, accounting, finance, and insurance regulatory frameworks., • Solid organizational and project management skills; ability to handle multiple priorities., • Self driven, autonomous, and accountable in managing audit work (i.e. deliver a high-quality result within the given timeframe)., • Strong communication skills (written and verbal) with the ability to translate complex issues into clear insights., • Strong interpersonal skills and ability to work across all levels of the organization., • Excellent analytical and problem solving abilities; intellectually curious and quick to learn new areas., • Strong team spirit, with the ability to support the development of a small department while contributing to the broader international Generali Group Audit community., • High integrity, objectivity, and sound judgment., • Experience working in international or complex environments., • Advanced Excel skills; experience with Artificial Intelligence and data analytics tools (IDEA) is a plus., • Willingness to travel within the U.S. High School Diploma or Equivalent (GED) required. * Master’s degree in economics, Business Administration, Finance or Law. * Initial/Solid experience of internal or external auditing ideally in the Insurance sector and/or with Certified Internal Auditor or Accountancy qualification. Position Coordinates: This is a Remote role. The candidate must reside in one of the following states: AZ, CA, CO, CT, DE, DC, FL, ID, IL, KS, LA, MD, MI, MO, MN, NC, NJ, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV Time for Take-off: While there is some flexibility in the hours, this position will be Monday-Friday during regular business hours (approximately 8:00am-5:00pm). Occasional overtime may be required according to business need. One team. Every destination. Generali Global Assistance is proudly part of the Europ Assistance Group and our products utilize a number of corporate and product brands. The brands for our North American team include the following: • CSA: US travel insurance brand for retail, tour operator, cruise and lodging partners. Learn more here., • Generali Global Assistance (GGA): The primary Corporate brand in the United States for our travel insurance, travel assistance, identity and cyber protection, and beneficiary companion products. Learn more here., • GMMI: the industry standard for global medical cost containment and medical risk management solutions. Learn more here., • Iris, Powered by Generali: identity and digital protection solution. Learn more here. Explore new horizons – apply today! Don’t meet every single requirement? At Generali Global Assistance, we are dedicated to building a diverse, inclusive and enriching workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. California Residents - Privacy Notice for California Residents Seeking Employment with Generali Global Assistance is available here: The Company is committed to providing equal employment opportunity in all our employment programs and decisions. Discrimination in employment on the basis of any classification protected under federal, state, or local law is a violation of our policy. Equal employment opportunity is provided to all employees and applicants for employment without regard age, race, color, religion, creed, sex, gender identity, gender expression, transgender status, pregnancy, childbirth, medical conditions related to pregnancy or childbirth, sexual orientation, national origin, ancestry, ethnicity, citizenship, genetic information, marital status, military status, HIV/AIDS status, mental or physical disability, use of a guide or support animal because of blindness, deafness, or physical handicap, or any other legally protected basis under applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including, but not limited to, recruitment and hiring, classification, placement, promotion, termination, reductions in force, recall, transfer, leaves of absences, compensation, and training. Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of Human Resources. The Company will not allow any form of retaliation against individuals who raise issues of equal employment opportunity. All Company employees are responsible for complying with the Company’s Equal Opportunity Policy. Every employee is to treat all other employees equally and fairly. Violations of this policy may subject an employee to disciplinary action, up to and including termination of employment

Job Description The Senior Cost Accountant will lead job costing and WIP across the business. This role sits at the intersection of finance and operations, working directly with project managers and leadership to bring clarity to complex job economics and improve decision-making. This is a high-impact role with direct influence on how the business measures and manages job performance. The Senior Cost Accountant will play a key role in improving visibility, accountability, and financial outcomes across a growing and increasingly complex operation. Essential Duties and Responsibilities: Lead Job Costing & WIP • Own the company’s job costing and WIP processes across a portfolio of active repair and construction projects, • Maintain and continuously improve visibility into actual vs. estimated costs, percent complete, and margin progression across jobs with evolving scope and timelines, • Develop and standardize WIP reporting that captures the true financial position of each project, • Work directly with PMs to understand job status, scope changes, production challenges, and expected outcomes, • Integrate real-time operational insight into financial reporting to reflect the true state of each job, • Track jobs throughout their lifecycle to identify cost overruns, margin compression, and execution gaps, • Surface trends and outliers across projects to support more proactive management of work in process, • Redesign and elevate job-level reporting to support faster, more informed decision-making, • Build tools, models, or dashboards that highlight performance trends, job progression, and key cost drivers, • Evaluate existing workflows and implement improvements to increase efficiency, accuracy, and scalability, • Reduce reliance on manual spreadsheets and fragmented data sources, • Own job-level forecasting, including revenue, cost, and margin expectations for active projects, • Improve forecast accuracy through stronger tracking, better assumptions, and closer alignment with operations, • Oversee WIP schedules, allocations, and job cost entries to ensure alignment with financial reporting, • Support month-end close with a focus on accuracy of job-related financial data, • B.S. degree in Accounting, Finance, or a related field, • C.P.A. license a plus, • 3 - 5 years of experience in construction, ship repair, manufacturing, or other project-based environments, • Strong expertise in job costing and WIP / percentage-of-completion accounting, • Experience owning or leading project-level financial tracking and analysis in complex environments, • Ability to operate in evolving environments and build structure where needed, • Must be reliable, detail oriented, with a high level of integrity., • Excellent organizational skills and attention to detail., • Proficient in Microsoft Office: Word, Outlook required, • Advanced Excel skills (data analysis, modeling, structuring reports), • Experience with accounting systems (QuickBooks or similar required; ERP experience a plus), • Experience with project tracking or workflow tools such as Smartsheet is a plus The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job are medium/heavy in nature. • Prolonged periods of sitting at a desk and working on a computer., • Must be able to lift 15 pounds at times., • Ability to pass a pre-employment physical and drug screen. PI283994854

Job Description The Real Estate Accounts Receivable Specialist at Reef Real Estate is a full-time, in-office role responsible for managing a high volume of daily transactions related to banking, tenant deposits, ACH applications, and bank reconciliations. This position supports treasury audits and provides basic clerical support while collaborating daily with the entire accounting team and reporting directly to the CFO. Responsibilities • Process daily banking transactions and manage tenant deposits, • Handle ACH applications and maintain accurate bank reconciliations, • Support treasury audits to ensure financial compliance and fraud prevention, • Assist with light office management and basic clerical duties, • Collaborate with accounting and other departments on a daily basis, • Occasionally interact with external clients or tenants as needed Preferred Qualifications • 5+ years of experience in accounts receivable is preferred, • Strong attention to detail, • Yardi Voyager experience preferredCompany DescriptionWe are a commercial property management company based in downtown San Diego. We manage approximately 4.4M square feet of retail, industrial and office properties for a variety of clients. Our team is comprised of a hard working group of individuals who are loyal and have worked together for many years. We are looking for someone who is willing to grow with us and be a part of a productive team.We are a commercial property management company based in downtown San Diego. We manage approximately 4.4M square feet of retail, industrial and office properties for a variety of clients. Our team is comprised of a hard working group of individuals who are loyal and have worked together for many years. We are looking for someone who is willing to grow with us and be a part of a productive team.

Job Description Established boutique CPA firm searching for an experienced tax accountant and bookkeeper to work alongside firm partner. This position is full-time and available immediately. Preferred requirements: Minimum 2+ years of recent experience in bookkeeping, accounting, payroll tax and income tax Preparation and/or review of corporate, partnership, and individual income tax returns Preparation of quarterly federal and state estimated tax payments Assume tax preparation responsibility for the more complex returns Tax research and preparation of client memorandum Proficient in QuickBooks Knowledge of Lacerte tax software Advanced proficiency with Microsoft Office products The ideal candidate would possess: Bachelor's degree, preferably with an emphasis in Accounting or Finance Minimum of 2 years of recent tax experience in public accounting CPA certification preferred-or near completion Excellent communication skills, both written and oral Able to work efficiently and effectively independently Able to multi-task and prioritize simultaneous projects Excellent and flexible work environment, paid holidays, pension plan and two weeks vacation per year. Compensation commensurate with experience.

Job Description Job type: Full-time, Hybrid (3 or more days in office) Locations: 3131 Camino del Rio N, Ste 650, San Diego, CA 92108 Role Summary: The company is looking for an experienced, highly accountable Payroll Manager to oversee day-to-day payroll operations. The Payroll Manager will report to the Director of Client Operations and will work in a role that directly contributes to and delivers on the company’s mission and strategic direction as it relates to our payroll service offerings nationwide. The Payroll Manager is expected to improve processing efficiency and ensure an extremely high level of accuracy in a high-volume payroll environment, while supporting the Director of Client Operations in advancing company initiatives. This individual will be critical in ensuring TEAM’s ongoing success in building growing relationships with new and existing partners alike by establishing trust with our clients from the beginning of their time with TEAM. What you will do: • Set strategic direction for department in support of company initiatives, • Run a national payroll operation processing for over 7,000 employees in 50 states, • Manage and provide leadership, day-to-day supervision, and development for the Payroll team, • Develop KPIs and QC/audit process to measure and improve payroll accuracy and efficiency, • Subject matter expert of our payroll processing system, PrismHR What we are looking for: • Five years of progressive payroll experience, including two years of muti-state payroll processing, • At least one year of experience managing a team, • Full cycle, multi-state payroll processing knowledge including payroll tax, workers’ comp, benefits, and deductions/garnishments. PEO background beneficial, • Demonstrates strong analytical thinking and has a keen eye for process, ability to manage to a metric, ability to design a process and put it into place, • Owner of payroll system features and functionality with ability to design processes to support it, • Steward of our fanatical client service culture and current 93% NPS. Will proactively engage with clients, communicates well, and can solve issues Company-sponsored medical, dental, and vision plan for employees and their dependents, 401(k) participation and match after 1 month of continuous service, wellness program, learning development program, life insurance, long-term disability coverage, charitable contribution matching, volunteer time off, and employee assistance program. In addition to accrued vacation time and sick time, TEAM recognizes 12 paid federal holidays. For team members based in the San Diego office, we provide daily catered meals, weekly massages, an onsite fitness center, a fully stocked pantry, happy hours, free parking, and much more. This role is based in California. The California pay range for this position is $95,000-$110,000 annually. Compensation is based on several factors including but not limited to the applicant’s skills, work experience, knowledge, abilities, education, etc. Note that this range may not apply to employees based outside of California. Company Description: TEAM Risk Management Strategies () is the national leader in the outsourced household employment market. Founded in 2003, we provide payroll, outsourced human resources, and risk management solutions, enabling individuals to choose and effectively manage their own in-home service providers. Beyond payroll and risk management, we specialize in fanatical customer service and partner with many of the nation’s largest blue-chip banks and financial institutions. We are a high-performing team pursuing aggressive growth targets. We’re proud of our 93% client NPS, 15% organic revenue CAGR, and 99% revenue retention. We like to win, but we also have fun doing it: we have a close-knit family culture and keep things light with our regular team celebrations, games, and events. TEAM is also recognized as a winner of the San Diego Top Workplace award in 2022, 2023, 2024, and 2025. Our Mission: To bring peace of mind and simplicity to household employment. Our Vision: To be the top provider for household employment in the US. Our Values: • We care deeply. We act with kindness and a deep sense of responsibility towards our clients, our employees, each other, and all., • We are thoughtful and thorough. We think through unasked questions because we know that the small things matter., • We see challenges as opportunities. We approach adversity with optimism, and embrace even the toughest obstacles for the growth and wisdom they provide., • We hold the bar high. We want to be the very best at what we do, we hold ourselves and each other to a high standard, and we will run through walls to achieve our goals., • We serve with humility. There is no job too small. Great ideas can come from anyone., • We celebrate our success and each other. Knowing how hard we work on all the above, we recognize the importance of celebrating each other and our wins along the journey. Note: TEAM Risk Management Strategies, LLC is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation, or any other protected characteristic under local, state, or federal law.

Job DescriptionDescription: Accounts Payable Specialist Type: Full Time/Non-Exempt Reports to: Company Controller Work Location: Onsite in Kearny Mesa area (92123) San Diego based General Contractor is seeking an experienced Accounting Administrator (A/P Specialist?) to join our growing team. About the Position Position reports to company controller. Role is critical in supporting our financial operations by maintaining accurate records, including accounts payable, bi-monthly check runs, corporate credit card reconciliations, and various other transactional duties. Responsibilities: · Post invoices for all vendors and subcontractors to accounts for job costing. · Verify vendor accounts, pay vendors and subcontractors, and resolve subcontractors, invoices, or payment discrepancies. · Create spreadsheets if necessary for subcontractor invoice discrepancies. · Enter and maintain subcontractor’s preliminary notices. · Request material supplier’s lien releases and enter for check runs and/or for joint checks. · Create unconditional progress or unconditional final releases for al subcontractor payments. · Enter all corporate credit cad reconciliations. · Collaborate with internal teams to resolve financial-related inquiries and provide support as needed. · Ensure compliance with relevant laws and regulations governing financial transactions and reporting. · Perform other duties and projects assigned by the company controller. Requirements: About You You are a detail-oriented Accounts Payable specialist with experience in a commercial construction environment, familiar with job costing, subcontractor billing, and lien processes. You’re organized and proactive, able to manage high-volume transactions, resolve discrepancies, and meet deadlines with accuracy. You communicate effectively, thrive in a fast-paced team setting, and take ownership of your work while remaining flexible to support special projects as needed. Skills & Experience Required: · 3 years of related experience, preferably in the construction industry. · Must be reliable and extremely trustworthy with excellent organizational skills and attention to detail. · Ability to handle moderate to high volume invoice processing. · Ability to work independently and able to make decisions. · Proficient with MS Office Suite, and working with knowledge with Sage, Crystal Reports and/or Procore highly desired. About Us Harvey General Contractors provides commercial construction services throughout the western United States, exceeding expectations by delivering innovative construction solutions to a broad range of clients that demand excellence. We offer a friendly, fast-paced environment with advancement opportunities. We believe that a diverse culture means more than just recognizing our differences. A truly diverse culture allows you the opportunity and freedom to be yourself. We are committed to celebrating diversity and to fostering a diverse working community. About Benefits and Compensation Our employees enjoy robust benefits including a generous company contribution to medical coverage and a 401k match. Additional benefits include dental, vision, accident coverage, and employer sponsored mental health and wellness resources. This position pays between $30.00 - $35.00 depending on experience. All offers of employment are contingent upon successfully passing a pre-employment background check, drug screening, and physical endurance test relevant to the job requirements. We are an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, or any other protected characteristic under applicable law. Equal Opportunity Employer D/F/M/V. This employer participates in E-Verify and will provide the federal government with your form i-9 information to confirm that you are authorized to work in the U.S.

Job Description Join Our Team as a Staff Accountant - Development! As a Staff Accountant, you’ll play a key role in ensuring the accuracy and integrity of our financials while partnering closely with our Development team. This is an opportunity to take ownership of project accounting, contribute to process improvements, and deliver high-quality support across a dynamic portfolio. What You'll Do: Accounting Data & Systems: Own the accuracy and timeliness of financial reporting by managing full-cycle accounting, including general ledger activity, reconciliations, budgeting, and financial analysis. Support development and capital projects, including monitoring and budgeting activities while ensuring data integrity across systems. External Department Support: Act as a key accounting resource for the Development team, offering guidance on accounting treatment, financial considerations, and system navigation to support informed decision‑making. Teamwork & Internal Department Support: Collaborate across the Accounting team to meet deadlines, support shared goals, and contribute to a positive, high-performing environment while identifying opportunities to improve processes. What You'll Bring: • 2 + years of experience as a Project or Development Accountant or equivalent accounting experience, • Experience in Real Estate, Development, and/or Project Accounting is strongly preferred, • Bachelor's Degree in Accounting or related field preferred, • 3 weeks of paid vacation, 11 paid holidays, and 40 hours of sick leave, • Medical, dental, and vision coverage, • 401(k) with company match and profit sharing, • Education reimbursement and sponsored training programs The total compensation for this position is $83,000 - $100,500 (inclusive of base + bonus). The base pay offered may vary depending on the job-related knowledge, skills, and experience of the candidate. Fenton’s goal is to ensure performance-based compensation that is motivating and competitive – and we adopt a pay-for-performance approach. Who We Are H.G. Fenton Company is a family-owned real estate company that’s been rooted in San Diego for more than 100 years. Our purpose is to create opportunities for people to live well, and for businesses to succeed. Through our values-driven culture, we empower employees to make decisions, innovate, grow, and thrive- ensuring our continued success for the next 100 years and beyond. Equal Opportunity Employer: H.G. Fenton is an Equal Employment Opportunity employer and is committed to an inclusive and respectful workplace. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law. If you require assistance or accommodation during the application process, please reach out to .

Job DescriptionAre you a tech forward AR (Accounts Receivable) professional with entrepreneurial spirit and legal billing experience who thrives in a hands-on dynamic environment? We are seeking an Accounts Receivable Supervisor preferably with proven hands-on experience in Aderant Expert, e-billing portals, and insurance/carrier collections to join our established law firm. ABOUT THE ROLE Klinedinst PC is seeking an experienced Accounts Receivable Supervisor to lead our AR and collections function. You will oversee the full receivables cycle — from invoice through collections — manage a team of AR and collections specialists, and work closely with attorneys, billing coordinators, and firm leadership to maintain strong cash flow while delivering best in class service to our clients and stakeholders. The successful candidate will possess a team oriented attitude, fluency in legal billing processes, insurance/carrier collections, and e-billing platforms, alongside the leadership skills to drive team performance, foster and promote growth, and drive client satisfaction. This position is on-site in our downtown San Diego office with hybrid possibility. ABOUT THE FIRM Klinedinst PC was founded on entrepreneurial spirit and a belief that performance drives opportunity. Over the last four decades the firm has expanded to seven offices in four states in a variety of practice areas such as appellate, banking, bankruptcy, business litigation, employment and labor, intellectual property, products liability, professional liability defense, real estate and construction, restaurants and hospitality, and M&A, among others. Servicing clients ranging from small startups to Fortune 50 companies, our team has grown to over 90 litigators, trial lawyers, transactional attorneys, and a team of talented support professionals. Klinedinst has been highlighted as one of America's Greatest Places to Work, is a Mansfield Certified Law Firm, and its attorneys have been recognized by Martindale-Hubbell, Best Lawyers, Super Lawyers, and other respected publications. Additionally, Klinedinst is a member of USLAW Network and Lawyers Associated Worldwide. Be part of something great at Klinedinst PC! WHAT YOU'LL DO • Supervise and develop a team of AR specialists, managing daily workflow and performance, • Oversee the full billing and collections cycle using Aderant Expert and Aderant Expert Collections, • Submit and manage invoices through client e-billing portals (e.g. TyMetrix, Collaborati, Legal Tracker, Legal-X, Passport, Jopari, etc.), • Lead collections efforts for insurance carriers and third-party payers, • Monitor aging reports and drive timely follow-up on outstanding balances, • Investigate and resolve billing disputes, write-offs, and short payments, • Prepare monthly AR reporting and cash flow forecasts for firm management and originators, • Collaborate with attorneys and billing coordinators on complex billing matters, • Manage client billing guidelines, and billing compliance requirements, • Support month-end close, trust account reconciliation, and audit requests as well as other related duties as required., • 5+ years of accounts receivable experience, with at least 2 years in a supervisory role with proven results, • Experience in a law firm or professional services billing environment, • Proficiency with Aderant Expert, Expert Collections or comparable legal billing software (e.g. Elite, Juris, Tabs3), • Hands-on experience submitting invoices through e-billing platforms (TyMetrix, Collaborati, Passport, Legal Tracker, Legal-X, or similar), • Demonstrated experience managing insurance carrier and third-party collections, • Familiarity with task-based billing codes and client-specific billing guidelines, • Strong Excel skills for reporting, aging analysis, and reconciliation, • Experience with trust accounting, IOLTA compliance, and Billblast, • Familiarity with law firm rate structures (blended rates, alternative fee arrangements), • Associate's or bachelor's degree in Accounting, Finance, or a related fieldWHAT WE OFFER Competitive base salary Performance bonus Health, dental & vision benefits 401(k) Paid time off & holidays Flexible work options Professional development Collaborative firm culture Merit Based Culture PAY RANGE Klinedinst PC is an Equal Opportunity Employer and offers a competitive compensation & benefits package. The anticipated base salary range for this full-time role is $80,000 – $110,000 per year. Actual salary will depend upon a number of factors, including, but not limited to, relevant experience, job-related skills, qualifications, and location. The base salary range displayed on the job posting reflects the estimated range for new hire salaries for the position. The actual offered base salary will be determined by work location and additional factors, including, but not limited to, relevant experience, job-related skills and qualifications. The pay range is subject to change at any time dependent on a variety of internal and external business factors. EEO STATEMENT Klinedinst PC is committed to a diverse, equitable, and inclusive workspace, actively seeking to hire, retain, and promote employees from varied backgrounds. We adhere to strict anti-discrimination, harassment, and retaliation policies based on protected characteristics like race, gender, disability and sexual orientation. CALIFORNIA CONSUMER PRIVACY ACT We will collect the personal information you provide in connection with this application as well as information included with any other document(s) you provide us. We may use this information to evaluate your application and consider you for employment with Klinedinst PC. We may share this information with third parties for any of the following purposes: (i) to confirm the accuracy of the information provided; (ii) to conduct a background check; (iii) to confirm or evaluate potential conflicts of interest; and/or (iv) to check references. If you accept an offer with Klinedinst PC, we may use this information to provide you with the benefits of your employment. Our employees' personal information is governed by our Privacy Policy. Qualified Applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. 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Job Description Position Summary: Responsible for transacting business efficiently and accurately on member accounts. Participates in the promotion of the Credit Union products and services to existing and potential members. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) • High school diploma or equivalent., • 1 year of customer service experience., • Willingness to train and to learn how to identify members’ needs to effectively offer or refer credit union products and services., • Cash handling experience preferred., • Must possess effective human relations and communication skills., • Professional appearance and demeanor. Essential Duties and Responsibilities • Process routine member account transactions including: deposits, withdrawals, loan payments, transfers, wires, Cashier Check purchases, loan and VISA advances, lobby drop and closing accounts., • Balance cash drawer daily, process direct deposit forms, process daily mail, provide dual control to balance the cash vault., • Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned., • Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions, • Answer basic member inquiries pertaining to their account., • Conduct routine research on member accounts as necessary or requested., • Assists members by accepting and/or completing applicable forms., • Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties & Responsibilities • May be required to work weekends and/or extended hours, to include offsite events., • Perform other duties as assigned. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Three shifts scheduled each week. Typical hours are: Monday - 8:15am to 5:30pm. Tuesday through Friday - 8:30am to 5:30pm. Saturday (Rotating) - 8:30am to 2:30pm. Part Time - 20 hours a week

Job Description A polished and professional commercial real estate company near Torrey Pines is looking for a Sr Property Staff Accountant to join their team. This person will be assisting with account reconciliation, general ledger input, year end close, and generating analysis reports. The perfect person will have over three years of experience, Yardi knowledge and exceptional communication skills. Commercial Real Estate experience is a huge plus! Apply below for consideration! Job Duties and Responsibilities • Performing GL and account reconciliation and analysis., • Use accounting systems in place according to procedures and assist in the development and continuous improvement of such procedures., • Assist with preparation for year-end close, lender reporting and other special projects as needed., • Maintain various accounting schedules (prepaids, accruals, intercompany activity, liabilities)., • Assist with wire transfers, • Assist with setting up bank accounts, • Set up new entities and tenants, • Process accounts receivable and property taxes, • Other duties as assigned Education and Experience Requirements • 3+ years’ experience in accounting or related field., • Bachelor’s Degree in accounting and/or finance., • Exceptional organizational and problem-solving skills., • Exceptional verbal, written, analytical, and interpersonal skills., • Ability to manage multiple projects simultaneously., • Computer knowledge: MS Word, Excel, and Outlook, • Eagerness to adapt and grow in an entrepreneurial environment., • MUST have Yardi experience, • Construction or commercial real estate industry experience preferred

Job DescriptionGeneral Summary The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services to meet members’ needs and increase member satisfaction. Maintains quality service standards set by the organization while meeting or exceeding monthly assigned sales goals. Principal Accountabilities (95%): Member Experience: • Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate financial products and services., • Provides an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; responds to member inquiries on the phone and in person., • Provides timely closing of loans through consistent follow-up of loan approvals., • Directly responds to member’s inquiries timely and accurately via telephone, mail, email, or an internal referral., • Develop, expand and retain member relationship in order to increase member satisfaction., • Adhere to CCU's Member Experience Playbook, SLA’s and Corporate initiatives., • Explains account type, product, or service to member., • Has thorough understanding of all credit union digital products and assists members in establishing all electronic services such as online banking, mobile banking, mobile deposits, direct deposit, bill pay, and etc., • Interviews member to determine appropriate product/account/service to establish., • Complies with all positive identification regulations for establishing new account holders., • Analyzes existing account relationships in order to identify potential services and/or account sales opportunities., • Generates outbound telemarketing calls; identifies member needs and promotes appropriate credit union products and services. Utilizes sales skills to source for new account relationships., • Generates and closes identified sales opportunities with new and existing members to include the solicitation of loans, new accounts, and other credit union products and services., • Develops and maintains a follow-up program for expanding multiple account relationships., • Opens basic Business accounts, Fiduciary, Trust Accounts, IRAs and HSA. Completes all tasks required to establish and service the accounts. Originates and funds consumer loans: • Recommends appropriate products and services to members., • Conducts interview with members relating to loan request., • Cross-sells consumer loan protection products and services., • Reviews documentation and forwards to Consumer Lending for review and approval on loans that are not system-approved., • Communicates the loan disposition to member (approved, counter-offer, denied)., • Creates loan documents and obtains member signature(s)., • Disburses new loan and completes follow-up tasks., • Discusses and refers Business Loans., • Develop existing and new member relationships – expanded client base thru business development, on-sites, and community and networking events., • Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as they relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices., • Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork., • Must consistently report to work on time, as scheduled., • Complete all BAI trainings and classroom courses. Position Requirement and Qualifications: Abilities: Must be skilled in the following areas: • Strong communication (written and verbal)., • Provide excellent member service both internally and externally., • Proven sales and service results., • High School education or equivalent., • Knowledgeable in new accounts and lending policies and procedures., • Solid knowledge of sales and referral technique a must., • Requires two to three years of financial institution experience in New Accounts, Sales and Consumer Loan origination to gain the necessary knowledge, skills and abilities to handle all aspects of the position or equivalent. Working Conditions and Physical Demands: Work is performed in a general office environment. This position does not require significant physical efforts. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Refer to the Safety & Health Policy found in California Credit Union’s Employee Handbook & Resource Guide. EOE Monday-Thursday, 9:00 a.m.-5:00 p.m., 6:00 p.m. (Friday), Saturday, 9:00 a.m.-2:00 p.m. 40 hours