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Job Description Our company is currently seeking an Accounts Receivable Specialist to join our team! You will be responsible for daily cash receipts, aging with collections calls, invoicing, filing and other accounting duties. Responsibilities: • Obtain primary financial data for accounting records, • Compute and record numerical data, • Check the accuracy of business transactions, • Previous experience in accounting, finance, or other related fields, • Fundamental knowledge of SAGE is a plus, • Ability to prioritize and multitask, • Strong organizational skills, • Deadline and detail-orientedCompany DescriptionCustom Printing Company since 1955Custom Printing Company since 1955

Job Description Links Healthcare is a fully supportive service company for Skilled Nursing and Assisted Living Facilities focusing on the Quality of Patient Care and development of Healthcare Leaders. We take a familial approach towards our services which are designed to enhance the management and operational capabilities of our Healthcare Leaders. This position offers an excellent opportunity for a proactive individual who thrives in a dynamic environment and is eager to contribute to the growth and success of the company. If you have a passion for finance, strong analytical skills, and a desire to drive operational efficiency, we encourage you to apply for this exciting opportunity and take the next step in your accounting career. About the Position: As a Fixed-Asset Accountant, you will be responsible for maintaining accurate records of fixed assets, tracking their depreciation, and ensuring proper accounting treatment for asset additions and disposals. Your expertise will contribute to effective financial reporting, budget planning, and strategic decision-making within the organization by collaborating with various departments to ensure assets are appropriately categorized and monitored. * Manage and maintain fixed asset records, including acquisitions, disposals, and transfers. * Calculate and record depreciation for fixed assets in accordance with applicable accounting standards. * Manage and maintain lease records, including commencements, renewals, and terminations. * Calculate and record lease amortization in accordance with ASC 842. * Prepare and review fixed asset accounting entries and monthly reconciliations. * Ensure compliance with local, state, and federal regulations related to fixed assets. * Assist in the implementation and maintenance of fixed asset management software and processes. * Prepare and submit 571-Ls and other similar documents. * Monitor secured and unsecured property taxes payments and amortization. * Conduct periodic physical inventory audits to verify the existence and condition of assets. * Collaborate with internal teams to gather data for budgeting and forecasting related to capital expenditures. * Travel required for a minimum of 15 annual visits to our facilities in multiple states. Qualifications: * Bachelor's degree in Accounting, Finance, or a related field. * Minimum of 3 years of experience in fixed asset accounting or a similar role. * Strong knowledge of accounting principles and regulations related to fixed assets. * Proficiency in accounting software and Microsoft Excel. * Excellent attention to detail and organizational skills. * Ability to analyze financial data and prepare reports. * Strong communication and interpersonal skills to work effectively with cross-functional teams. Benefits: * Healthcare Insurance * Dental * Vision * 401(k) * Life Insurance Pay: $70,000 - 80,000/annually Schedule: Salaried Position with Hybrid Schedule of 3 Days in Office and 2 Days Remote Location: North County San Diego, CA (Rancho Bernardo area) We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex (including pregnancy, childbirth, or related condition), age, national origin or ancestry, citizenship, disability, marital status, sexual orientation, gender identity or expression (including transgender status), genetic predisposition or carrier status, military or veteran status, familial status, status as a victim of domestic violence, or any other status protected by law.

Job Description POSITION SUMMARY As the Accounts Receivable Specialist, you will play a key role in supporting the financial operations of Vistage by ensuring accurate and timely processing of member accounts, invoicing, and payments. This position is responsible for setting up new member accounts, generating invoices, processing payments and refunds, and maintaining accurate financial records to support a seamless member experience. In this role, you will partner closely with internal teams, including Membership and Client/Member Services, to resolve billing inquiries, support account maintenance, and ensure alignment across departments. Your attention to detail and commitment to accuracy will directly contribute to maintaining strong financial integrity and delivering exceptional service to our members. The Accounts Receivable Specialist will also assist in identifying process improvements, supporting ongoing operational efficiencies, and ensuring compliance with company policies and procedures. This position reports to the Senior Accounts Receivable Manager and works collaboratively with a team of Accounts Receivable Specialists to support overall departmental goals. 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 counties 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 get 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 company-subsidized 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 and 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 • Maintain member information in Great Plains (GP), including but not limited to setting up accounts for initial billing, setting up contracts for future billings, various updates on member’s accounts like credit card, addresses, company, billing frequency or type, etc., • Preparation and posting of invoices, including new member billing, and pending member enrollment fees, • Preparation and posting of invoices, including monthly billing of existing members, final billing for terminated members, and miscellaneous adjustments based on pulled reports of requests., • Prepare deposits as needed., • Processing and posting of payments, process member’s credit card payments and post cash receipts in GP. , process member’s EFT (Electronic Funds Transfer) payments and post in GP and post payments received through lockbox to corresponding member accounts., • Verify and process refund requests., • Send out invoices and receipts to members., • Maintain accurate back-up or files of billings, payments, adjustments or refunds., • Serve as interface with Member Services (or CSA’s) to resolve billing questions and discrepancies., • Process cash receipt payments journals/postings., • Updating member information in Company’s CRM along with Accounting System., • Help manage the Accounts Receivable Email box and phone inquiries., • Other tasks or projects as needed QUALIFICATIONS • Excellent & Professional verbal and written communication skills., • Strong customer service., • Strong work ethic, integrity, and organizational skills., • Working knowledge or Great Plains, Excel and Word preferred., • Flexibility to meet the demands of a dynamic environment., • Appropriate sense of urgency to address time sensitive issues., • AA degree in Accounting or Account coursework preferred, or commensurate relevant work experience, • Minimum of at least 1 year of Accounts Receivable experience, • Experience with international billing/membership is a plus. TOTAL COMPENSATION RANGE $25/hr + 6.75% bonus JOB LOCATION Hybrid in San Diego; 3 days onsite, 2 days offsite

Job Description Position Summary: The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members’ needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) • High school diploma or equivalent., • One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members’ financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered., • Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services., • General knowledge of Credit Union and/or financial institution loan policies and procedures preferred., • Demonstrated professional human relations, communication and organizational skills., • College level math and financial calculation skills., • Basic level computer skills, including MS Office applications (Word, Excel, Outlook), • Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services., • 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., • Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person., • Responsible for keeping abreast of current policies, procedures and new products; follow new procedures., • Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures., • Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision., • Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed., • Provide timely closing of loans through consistent follow-up of loan approvals., • Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions., • Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions., • Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions., • Participate in business development activities including participating in orientations and offsites., • Contribute to the overall branch performance by providing guidance to co-workers as directed by management., • Act as an MSR or Receptionist as directed by management., • Support management in community development activities., • Maintain safe deposit boxes, as applicable., • May be required to work weekends and/or extended hours, to include offsite events. 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: 8:30am/5:30pm Saturday - OFF Sunday – OFF Full Time – 40 hours a week

Job Description Financial Advisor - Newport Beach, CA Our client is a wealth management firm committed to helping clients achieve their goals of long-term financial security. They specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You’ll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. We are seeking: • Ideally, 1-2+ years of sales or business development experience, • Strong prospecting ability (cold calling, networking, etc.), • History of success (can be in sales, sports, education, etc), • Energized by mentorship & collaboration, • Licensure: CA Life & Health, SIE, Series 7 & Series 66, • Build and maintain strong relationships with clients to understand their financial needs and objectives, • Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies, • Stay up-to-date on market trends, economic conditions, and investment products, • Supplemental Salary, Commissions, Bonuses & Rewards programs, • Vast array of broker/dealer & investment advisory platforms, • Dedicated transition support & firm leadership opportunities, • Product specialists support & Practice management coaches, • Flexible scheduling, company-paid luncheons/events Expected Pay: $65,000.00 - $75,000.00 per year Benefits: • Flexible schedule, • Professional development assistance, • Bonus opportunities, • In-Office

Job Description About Us Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a career where you directly contribute to a clients’ financial future that transcends generations, business and communities? At GoldBook Financial, we redefine the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to advisor AND client success. What Sets Us Apart – the Cornerstones of Your Success • A diversified suite of investment and insurance products and services that drive entrepreneurial growth without proprietary restrictions., • Own your book of business – build something for yourself, not your company. Supported Independence in a Professional Partnership with your firm., • Comprehensive Support and Mentorship: We provide the tools, guidance, and resources to fast-track your career without the typical challenges of starting on your own., • Our Fast Start Marketing Program, helping new advisors drive regular activity and income as you build out your desired target market., • Joint work, collaborative culture: Work alongside experienced advisors who are committed to helping others grow, not just hit numbers., • World-Class Training: Access modern training programs that empower you to make informed decisions for yourself and your clients., • Career Development: Choose to build your financial planning practice or develop a team, with full experienced support., • In-House Marketing Resources: Gain access to branding tools and marketing strategies to grow your business and connect with clients., • Innovative technology for your digital practice. As a key contributor to the team, and to build your book of business, you will: • Build and nurture a robust network of clients seeking tailored financial planning services., • Expand your reach through effective strategies, including social media, networking events, referrals, and seminars., • Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions., • Collaborate with our expert planning and wealth management teams to deliver superior results and financial outcomes for clients., • Achieve necessary licensing to provide comprehensive financial support to clients., • 4 year degree or equivalent professional experience - students please apply to the internship program not to this position., • Preferred but not required: a minimum of 3+ years of professional experience in Financial Services, Insurance, or a related field., • For career changers, prior successful sales experience a plus., • Confidence in addressing client objections and navigating challenging conversations., • An entrepreneurial mindset with a passion for business development., • Proven ability to cultivate relationships., • Interest in team building and mentoring others., • Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer., • Advisor-First Approach: Enjoy unparalleled resources and support designed to help you thrive., • Financial Freedom: Unlock earning potential through commission and fee-based compensation, lucrative bonuses, recurring income and transition support for experienced advisors., • Flexibility and Independence: You own your practice; you own your time. This profession is all about results and you manage your schedule accordingly. If you’re an ambitious professional looking to build or elevate your career in financial services, GoldBook Financial is the place to achieve your goals. Join our dynamic team and be part of a firm dedicated to empowering both clients and advisors to succeed. Total Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Benefits: • 401(k), • 401(k) matching - up to 10% company match, • Dental insurance, • Employee assistance program, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Professional development assistance, • Retirement plan, • Vision insurance #LI-GF1

Job DescriptionBenefits: • Health stipend, • Simple IRA, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Training & development ROLE DESCRIPTION: As a Account Associate - State Farm Agent Team Member with Lori Long - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. Your proactive approach, sales aptitude, and commitment to building lasting relationships with clients will set you apart. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals. In this role, youll combine exceptional communication skills, a sales-driven mindset, and a passion for helping people. Youll have the opportunity to develop professionally while contributing to the agencys success. We are excited to meet driven, sales-focused candidates who are eager to grow within our agency. High performers can anticipate opportunities for advancement. RESPONSIBILITIES: • Generate leads and actively pursue new business opportunities., • Educate clients about insurance products and recommend appropriate coverage options., • Foster strong client relationships through regular follow-ups and proactive communication., • Maintain accurate client records and manage policy updates efficiently.QUALIFICATIONS:, • Excellent communication and relationship-building abilities., • Experience in sales or customer service preferred., • Goal-oriented and motivated by achieving measurable results., • Ability to manage multiple priorities and work effectively in a fast-paced environment.

Job Description Position Summary: The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members’ needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) • High school diploma or equivalent., • One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members’ financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered., • Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services., • General knowledge of Credit Union and/or financial institution loan policies and procedures preferred., • Demonstrated professional human relations, communication and organizational skills., • College level math and financial calculation skills., • Basic level computer skills, including MS Office applications (Word, Excel, Outlook), • Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services., • 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., • Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person., • Responsible for keeping abreast of current policies, procedures and new products; follow new procedures., • Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures., • Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision., • Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed., • Provide timely closing of loans through consistent follow-up of loan approvals., • Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions., • Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions., • Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions., • Participate in business development activities including participating in orientations and offsites., • Contribute to the overall branch performance by providing guidance to co-workers as directed by management., • Act as an MSR or Receptionist as directed by management., • Support management in community development activities., • Maintain safe deposit boxes, as applicable., • May be required to work weekends and/or extended hours, to include offsite events. 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: 8:30am.5:30pm Saturday: 8:30am/2:30pm (Rotating) Sunday: OFF Full Time - 40 hours a week

Job Description Job Title: Senior / Lead Superintendent Location: San Diego, CA (Banker's Hill) Project Details: 200 unit multifamily ground up starting in Q1 2026 Company Type: Owner, Developer Builder; Top 5 ranked in the US for luxury multifamily Compensation: Up to 215k base + 25% annual bonus + full benefits We're Top 5 ranked owner, developer builder of luxury multifamily apartments in the United States. Our Southern California division is currently in growth mode with several projects currently underway in Oceanside & an upcoming start in Q1 in San Diego. We're looking for #1/Lead Superintendent to run a complicated postage stamp type of site in Banker's Hill. Qualifications • 10+ years of multifamily construction experience, • Bachelor's degree in Construction Management or related field, • Working knowledge of Microsoft Project & Procore, • Within 50 mile radius of North San Diego & able to work daily on project site We're actively interviewing to fill this role in preparation for the project start in Q1 2026. Ideally would like to bring in the Lead Superintendent end of this year for pre-project kick off work. If you're interested to apply, please submit your application or email me directly at To view additional roles we are recruiting for, please visit:

Job Description Who We’re Looking For We’re seeking ambitious, enterprising professionals who want more than just a job — they want the opportunity to build a thriving practice, make a meaningful impact on clients’ lives, and create long-term financial success for themselves and their families. This role is ideal for individuals who are driven by growth, leadership, and the opportunity to build lasting client relationships while developing their own book of business. Ideal Candidate Profile The strongest candidates typically bring experience in financial services, consulting, sales, banking, or client advisory roles, along with the ability to build trust and develop long-term relationships. Benefits Include; • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. What Makes This Opportunity Unique • The ability to build your own practice with upside income potential., • Access to comprehensive training, licensing support, and mentorship., • A platform to develop long-term client relationships and multigenerational impact., • The opportunity to grow into leadership roles and build a team over time., • Attend hybrid meetings, including in-person team collaboration, as required., • Attend virtual and in-person training to enhance financial expertise., • Work with clients to assess financial needs and develop personalized strategies., • Participate in structured coaching and mentorship programs., • 2+ years of experience in financial services, insurance, investment advising, banking, or a client-facing professional role., • Proven success in business development, client acquisition, or relationship management., • Experience developing financial strategies, investment plans, or wealth management solutions is a strong advantage. Licensing (Preferred but Not Required) • Life & Health Insurance License, • FINRA Series 6 or 7 Key Attributes for Success • Business-driven mindset with the desire to build and grow a personal practice., • Strong relationship-building and consultative sales skills., • Demonstrated ability to develop and maintain a book of business., • Excellent communication, presentation, and interpersonal skills., • Self-driven, disciplined, and highly motivated to achieve ambitious goals., • Leadership potential with the ability to mentor or build a future team., • Comfortable leveraging technology, CRM systems, and virtual client engagement tools., • Committed to integrity, professionalism, and a client-first philosophy. Basic Requirements • Must be authorized to work in the United States., • A strong professional or community network and the ability to generate new business opportunities are highly valued.About Company At Falcon PG, we believe in the power of ventureship—driving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life’s uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today’s challenges. We offer a dynamic, business-driven platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You’ll have the freedom to build your own career, develop authentic client relationships, and craft tailored financial solutions that truly make a difference. We’re looking for motivated professionals with an enterprising spirit, ready to create their own success. If you're a driven self-starter and passionate about making an impact, we’d love to connect. Let’s build something extraordinary—together!

Job Description Accounts Receivable Location: San Diego, CA Schedule: Monday–Friday | 8:00 AM – 5:00 PM Work Type: Full time Salary: $65,000 – $75,000 per year Job Summary We are looking for a detail-oriented Accounts Receivable Professional to join our team at a furniture company that has been designing high quality furniture for modern homes and workplaces since 1991. In this role you will oversee AR processes and ensure timely and accurate collections. Key Responsibilities • Manage the accounts receivable ledger and ensure accurate posting and reconciliation, • Investigate and resolve payment discrepancies, deductions, and chargebacks, • Work with U.S. and Asia teams to support AR operations, • Analyze and manage large datasets using Excel, • Use AI tools and automation to improve workflows, • Communicate with customers and internal teams to resolve account issues, • Assist with month-end and year-end closing and audits, • Review customer contracts and agreements Qualifications • 5 years of accounting or AR experience, • Strong Excel skills, • Analytical and problem-solving skills, • Large datasets experience, • Knowledge of LC and OA, • Communication and organizational skills, • Bachelor’s degree in Accounting, Business, or related field, • Experience with Microsoft Dynamics 365 Benefits • Competitive salary and bonus opportunities, • 401(k) with company match, • Health, dental, and vision insurance, • Paid time off and holidays, • Life insurance and flexible spending account Apply today to join the team and grow your career in accounting. Call us at (714) 702-1910 for immediate consideration.

Job Description Position Summary: The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members’ needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) • High school diploma or equivalent., • One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members’ financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered., • Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services., • General knowledge of Credit Union and/or financial institution loan policies and procedures preferred., • Demonstrated professional human relations, communication and organizational skills., • College level math and financial calculation skills., • Basic level computer skills, including MS Office applications (Word, Excel, Outlook), • Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services., • 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., • Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person., • Responsible for keeping abreast of current policies, procedures and new products; follow new procedures., • Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures., • Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision., • Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed., • Provide timely closing of loans through consistent follow-up of loan approvals., • Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions., • Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions., • Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions., • Participate in business development activities including participating in orientations and offsites., • Contribute to the overall branch performance by providing guidance to co-workers as directed by management., • Act as an MSR or Receptionist as directed by management., • Support management in community development activities., • Maintain safe deposit boxes, as applicable., • May be required to work weekends and/or extended hours, to include offsite events. 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: 8:00am-5:30pm Saturday/Sunday: OFF Full Time – 40 hours a week

Job Description Position Summary: The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members’ needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) • High school diploma or equivalent., • One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members’ financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered., • Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services., • General knowledge of Credit Union and/or financial institution loan policies and procedures preferred., • Demonstrated professional human relations, communication and organizational skills., • College level math and financial calculation skills., • Basic level computer skills, including MS Office applications (Word, Excel, Outlook), • Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services., • 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., • Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person., • Responsible for keeping abreast of current policies, procedures and new products; follow new procedures., • Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures., • Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision., • Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed., • Provide timely closing of loans through consistent follow-up of loan approvals., • Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions., • Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions., • Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions., • Participate in business development activities including participating in orientations and offsites., • Contribute to the overall branch performance by providing guidance to co-workers as directed by management., • Act as an MSR or Receptionist as directed by management., • Support management in community development activities., • Maintain safe deposit boxes, as applicable., • May be required to work weekends and/or extended hours, to include offsite events. 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 (Rotating) Sunday: OFF Full time - 40 hours a week

Job Description This position will perform Lead Financial Analyst functions. The Lead Analyst shall be responsible for the performance of the work of a team of budget analysts to ensure budget estimates, buget submission and accounting reports are in compliance with government procedures and regulations. Experience Description: • Recent experience as a Financial Lead. Plan, direct, coordinate and analyze accounting and other financial activities of a branch, office or department of establishment ensuring the efficient and skilled use of resources. Recommend alternative methods of funding to meet financial program objectives., • Manage incoming and outgoing funding document management, financial reconciliation documentation, procurement requests, review and evaluate budget requests, control and reporting of obligations and expenditures, project structure development, and maintenance, financial reporting and metrics tracking as well as data entry and management in local business tools to include Navy Enterprise Resource Planning (N-ERP)., • Provide various financial / cost analysis functions such as budgeting, auditing, forecasting, and analysis in managing the APN, O&MN, RDT&E, Foreign Military Sales (FMS), and WCF funds., • 4-10 years' experience support Navy with financial management, • Health insurance (Medical, Dental, Vision), • 401(k), • Paid time off, • Life Insurance

Job DescriptionRedwood Strategy Group (RSG) is a minority owned, Economically Disadvantaged Woman-Owned Small Business (EDWOSB) founded on over 17 years of thought-to-action leadership supporting military departments, Department of Defense, and agencies across the U.S. Federal Government with transformation, strategy, and operations. At RSG, we are committed to our company foundation - our employees. The minute you start working here, you become an integral part of our team, our future, and you will play a key role in the continued growth of our company. Innovative Solutions. Cultivated Talent. Accelerative Success. Redwood Strategy Group is seeking a Financial Analyst II professionals to provide execution-level financial management support to COMNAVSURFPAC.This role supports day-to-day Navy financial operations through transaction-level analysis, reconciliation, and validation activities within Navy accounting systems. The Financial Analyst II assists in maintaining financial accuracy, compliance with Department of Defense financial regulations, and audit readiness through structured reporting and reconciliation processes.This position is focused on detailed financial execution and recurring monthly validation activities. ACTIVE CLEARANCE REQUIRED Key Responsibilities-Perform budget and accounting support functions within Navy Enterprise Resource Planning (N-ERP) and associated feeder systems.-Conduct monthly obligation validation and reconciliation activities to ensure accuracy of commitments, obligations, and expenditures.-Review and resolve suspended, unmatched, and abnormal financial transactions in coordination with appropriate stakeholders.-Process and track funding documents and purchase requests within N-ERP.-Utilize Defense Travel System (DTS), SYNCADA, Continuous Monitoring Program (CMP), and related Navy financial systems to support reconciliation and reporting requirements.-Collect, consolidate, and monitor obligation data to support accurate month-end financial reporting.-Analyze legacy and prior-year financial transactions to maintain data integrity and support audit readiness efforts.-Provide user assistance and technical support related to financial system transactions and reporting processes.-Assist in preparation of documentation required for internal reviews and audit sustainment activities in accordance with DoD Financial Management Regulation (DoD FMR 7000.14-R).Experience • Minimum of 4 years of experience in federal financial management. Relevant commercial experience may be considered in lieu of federal experience.Required Qualifications, • Minimum three (3) years of recent experience in Navy financial management, accounting support, or related financial operations., • Experience performing obligation validation and reconciliation within N-ERP or similar Navy financial systems., • Practical experience reviewing and resolving unmatched or suspended financial transactions., • Working knowledge of DTS, SYNCADA, CMP, and related Navy financial systems.Clearance, • Secret or aboveDesired Qualifications, • Bachelor’s degree in accounting, finance, business, or related field (preferred but not required)., • Strong attention to detail and ability to manage recurring reconciliation deadlines., • Ability to work independently in a structured Navy operational environment.

Job DescriptionDescription: SOAPY JOE’S MISSION, VISION, AND VALUES All Soapy Joe’s employees are expected to act responsibly, guided by our mission, vision and core values at all times to represent the Soapy Joe’s brand promise to employees and customers. MISSION: We’re driven to clean cars, protect the environment and shine in our communities. VISION: A Soapy Joe’s air freshener in every windshield in San Diego VALUES: • BUILD COMMUNITY: We love our neighbors and create an atmosphere where everyone is welcome., • LEAD WITH HEART: We create trust and respect through listening, positive words and actions., • CREATE FANS: We impress customers with a great experience defined by positivity and helpfulness., • DO THE RIGHT THING: We operate with honesty and integrity — even when no one’s looking., • BE PROUD: We’re proud of our quality services and clean sites, but most of all, we’re proud of our team. POSITION OBJECTIVES The financial analyst will play a critical role in analyzing financial data, developing forecasts, and providing actionable insights to support strategic decision-making. This role involves close collaboration with various departments to optimize financial performance and ensure alignment with organizational goals. The analyst will have a diverse cross-departmental workload supporting multiple company initiatives. Requirements: KEY RESPONSIBILITIES Financial Analysis: • Analyze financial data and performance metrics to identify trends, variances, and opportunities for improvement., • Develop and maintain financial models to support budgeting, forecasting, and long-term planning., • Create monthly, quarterly, and annual financial reports., • Develop, maintain and improve KPI reporting metrics to support decision making., • Provide insights and recommendations based on financial analysis to support strategic initiatives and business decisions., • Assess financial risks and develop strategies to mitigate them., • Conduct special projects and financial analyses as requested. Undergraduate degree in Accounting or Finance preferred. REQUIREMENTS: EXPERIENCE • 2-5 years of experience in financial analysis, consulting, investment banking, or related roles., • Experience with financial modeling, budgeting and forecasting., • Proficiency in financial software and tools (Excel, SAP, Oracle, QuickBooks, etc.)., • Familiarity with data visualization tools (Tableau, Power BI) is a plus., • Strong analytical, problem-solving, and critical-thinking skills., • Excellent communication and presentation skills., • Ability to remain in a stationary seated or standing position for various increments of time, • Able to move about to access a variety of tools and office equipment, • Able to consistently operate a computer or other electronic device, • Able to ascend or descend a ladder, crouch or crawl, • Ability to lift up to 50 lbs, lift over head, twist and turn body when appropriate, • Must be able to communicate clearly through both verbal and written form

Job Description We are seeking a detail-oriented and proactive Mid-Level Budget Analyst to join our finance team. In this role, you will support budgeting, forecasting, financial planning, and variance analysis for departmental and organizational budgets. You will collaborate with internal stakeholders to provide financial insights and ensure fiscal responsibility in alignment with strategic goals. Experience Description: * Assist in the preparation, formulation, and justification of multi-year budget estimates for acquisition and sustainment programs in accordance with DoD financial guidance. * Monitor and track the execution of funds across various appropriations (RDT&E, Procurement, O&M, etc.) * Conduct analysis and reconciliation of financial data to support program managers, IPT leads, and financial leadership. * Support budget exhibits, Program Objective Memorandum (POM) submissions, and Congressional budget justifications. * Prepare financial reports, obligation/expenditure benchmarks, and ad hoc data calls. • Track and update spend plans, monitor burn rates, and provide recommendations for reprogramming actions or adjustments. Utilize tools such as Navy ERP Requirements: • 3 years' experience support Navy with financial management, • Health insurance (Medical, Dental, Vision), • 401(k), • Paid time off, • Life Insurance

Job Description At TURN our mission is Improving Lives. Our organization embraces the tenets of client-centered care, and our core values People, Culture and Growth are at the forefront of everything we do. We hire exceptional individuals seeking meaningful opportunities in a purpose-driven environment. JOB SUMMARY The Financial Analyst supports the fiscal health of behavioral health programs by preparing funder invoices, analyzing cost and production data, and ensuring compliance with contract and audit requirements. This role serves as a key liaison between Finance, Program Operations, and external funders. RESPONSIBILITIES Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. • Analyze cost and production data to communicate results to Program Managers and Vice Presidents., • Recommend actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and production., • Develop, review, and track all program budget information ensuring contract compliance., • Responsible for preparing and processing adjusting journal entries when necessary., • Create templates and spreadsheets as necessary to facilitate data collection and accurate data presentation., • Produce monthly contract reimbursement claims for submission to contracting authority for payment of contract funds., • Ensure readiness for fiscal audits and support timely, accurate responses., • Respond to fiscal questions from program staff, Executive Management and contracting agency personnel., • Develop and maintain effective liaison with assigned contract monitor and Division/Program personnel., • Coordinate with MHS Cash Management and funding agency personnel to ensure proper posting of cash receipts and timely payment., • Reconcile transactions by comparing and correcting data., • Comply with all TURN and program rules, policies and procedures including HIPAA standards. QUALIFICATIONS • Bachelor’s degree in Finance, Accounting, or a related field., • Minimum of 3 years of financial analysis and/or accounting experience., • Working knowledge of GAAP and the main elements and drivers of the income statement, balance sheet, and statement of cash flows., • Experience with Accounting Information Systems, preferably Netsuite., • Advanced proficiency in Microsoft Excel, including lookup functions, pivot tables, and macros., • Advanced MS Windows-based operating system skills, including Office 365., • Understanding of Revenue Cycle Management., • Familiarity with government or grant-funded programs (e.g., Medi-Cal, MHSA, HUD) preferred., • Excellent verbal and written communication skills., • Ability to produce legible, clear, and concise written documentation., • Ability to work independently, problem solve and effectively collaborate with a team., • Ability to stay organized and manage various projects in a fast-paced environment. PHYSICAL REQUIREMENTS These physical demands represent what must be met to successfully perform the essential functions of this position. As mentioned above, reasonable accommodation may be made for qualified disabilities. ☒ Seeing ☒ Hearing ☒ Speaking ☒ Stooping/Bending ☒ Working in cramped spaces ☒ Moving around facility ☒ Moving between offices/clients ☒ Driving – light errands ☐ Climbing ☒ Lifting/carrying heavy items ☐ Driving – in the course of job duties ☐ Using hands/fingers ☐ Pushing/pulling/dragging items ☒ Standing for long periods ☒ Sitting for long periods ☐ Working outside/underground OTHER DUTIES This job description isn’t a comprehensive list of activities, duties or responsibilities required for this job. Duties, responsibilities, and activities may change at any time with or without notice. TURN is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), gender, gender expression, gender identity, sexual orientation, marital status, medical condition, military or veteran status, national origin, race, religious creed, and sex (includes pregnancy, childbirth, breastfeeding, and related medical conditions).

Job DescriptionAnalyst, Financial Systems III This position is contingent upon contract award. On-Site - This role requires full-time, on-site work in San Diego, CA. Remote or hybrid arrangements are not offered at this time. San Diego, CA General Duties and Responsibilities The Financial Systems Analyst III provides financial management and analytical support to a branch, office, organization, or department. This role supports planning, budgeting, reporting, and analysis activities to ensure sound financial decision-making and compliance with applicable policies and regulations. Key responsibilities include: * Provide advice and technical assistance in the preparation of annual budgets * Analyze and evaluate budget estimates and proposals for completeness, accuracy, and compliance with established procedures, regulations, and organizational objectives * Measure organizational performance and assess the impact of programs and policies on budgets * Conduct cost-benefit analyses to evaluate financial requests, program tradeoffs, and alternative funding strategies * Review past and current budgets and research economic and financial trends affecting organizational spending * Develop and maintain guidelines, policies, and procedures governing budget formulation and execution * Coordinate financial activities and reporting across multiple stakeholders and organizations * Manage and track funding across multiple funding types and sources * Monitor budgets, costs, and variances; identify risks and recommend corrective actions * Prepare executive-level summaries, briefings, and reports * Perform financial reporting and analysis in support of customer requirements * Develop and propose courses of action (COAs) and recommendations for financial issues * Interpret and apply financial management principles, processes, techniques, and regulations in alignment with organizational strategic goals * May conduct training for company or government personnel on new or updated budget and financial procedures Education and Experience * Bachelor’s degree required * Minimum of 7 years of relevant financial management or financial systems experience Clearance * Active government Secret security clearance preferred but not required * Must have the ability to obtain and maintain a clearance ShadowObjects, LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic under applicable federal, state, or local law.

Job DescriptionPosition Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities • Establish customer relationships and follow up with customers, as needed., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • 401K, • Salary plus commission/bonus, • Paid time off (vacation and personal/sick days), • Flexible hours, • Growth potential/Opportunity for advancement within my agency, • Hiring Bonus up to $Requirements, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • People-oriented, • Detail oriented, • Proactive in problem solving, • Able to learn computer functions, • Ability to work in a team environmentIf you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm. This is a remote position.

Manager, Finance (M&A / Integration). High?impact role supporting complex M&A transactions within a Finance Integration function. This position leads financial integration efforts for acquisitions that support strategic growth initiatives and works closely with Corporate Development, Legal, Strategi

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