Accounting & Finance jobs in Visalia, CaliforniaCreate job alerts

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

Part-Time Adjunct Faculty Pool- Accounting.

Billing / Remote] - Anywhere in U.K per year / Benefits - As a Credit and Collections Specialist at ScribeAmerica, you will: Identify accounts with overdue payments; Keep records of the amount owed and the length of the delinquency; Locate debtors and contact them via phone or mail to address their

Accounting & Finance Support / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / Retirement plan / PTO - As a Billing Specialist at CIEE, you will: Generate program bills for participants and institutional customers; Produce and maintain billing reports; Work collaboratively with

Accounts Receivable / Remote] - Anywhere in U.Medical, dental & vision / 401k match / PTO - As a Billing & Collection Specialist at Avesis, you will: Generate accurate and timely invoices for clients both utilizing the system and manual inputs; Review and monitor customer accounts for outstanding ba

Competitive pay / Benefits - As an Accounts Receivable Specialist at Ensemble Health Partners, you will: Examine denied and other non-paid claims to determine the reason for discrepancies; Communicate directly with payers to follow up on outstanding claims, file technical and clinical appeals, resol

Health, dental & vision / 401k match / PTO - As an Accounts Receivable Specialist at Oak View Group, LLC, you will: Prepare, verify, and process invoices for sales or services rendere; Handle the timely and accurate posting of payments to client accounts; Monitor and collect accounts receivable by c

Accounting & Finance Support / Remote] - Anywhere in U.Competitive salary & benefits - As an Accounts Payable Specialist at Harbor Health, you will: Process and review all invoices for payment on a timely basis; Resolve any discrepancies or issues with vendors regarding payments; Maintain accurate r

Medical, dental & vision / 401k match / PTO - As a Billing Coordinator at AVI-SPL, you will: Collaborate with project accountants to receive and manage financial workflow tasks; Identify, validate, and submit accurate billing requests in accordance with contract terms; Collect and verify all necessa

Accounting & Finance Support / Remote] - Anywhere in U.Up to $25 per hour + bonuses / Medical, dental & vision / 401k / PTO - As an Accounts Payable Clerk at Accurate Background, you will: Handle vendor correspondence via e-mail or phone; Respond promptly and professionally to internal and external

Collections / Billing / Remote] - Anywhere in U.Competitive pay - As an Accounts Receivable Specialist at Ovation Healthcare, you will: Manage and reconcile customer accounts to ensure timely and accurate payments; Provide exceptional customer service by responding to inquiries and resolving billing

Accounting & Finance Support / Remote] - Anywhere in U.Up to $21 per hour - As an Accounts Payable Clerk at ACAMS, you will: Manage and process all incoming invoices in a timely and accurate manner; Communicate with vendors to resolve any discrepancies or issues with invoices; Reconcile accounts pay

Up to $70K per year / Medical, dental & vision / 401k match / PTO / WFH stipend - As an Accounts Payable Specialist at HappyCo, you will: Process vendor invoices with accuracy and timeliness while maintaining clean, complete documentation; Own vendor onboarding, maintenance, and communications; Own

Accounting & Finance Support / Remote] - Anywhere in U. Competitive pay - As a Finance & Accounting Associate at Meridian, you will: Execute and support monthly and quarterly close processes; Assist with treasury management and bank transfers; Prepare journal entries, account reconciliations, and va

Accounting Assistant / Remote] - Anywhere in U.Medical, dental & vision / 401k match / PTO - As an Accounts Payable Associate at One Call, you will: Process and review invoices accurately and in a timely manner; Maintain accurate records of payments and transactions; Communicate with vendors to reso

Accounting Clerk / Remote] - Competitive Pay ($20$25 per hour) / Flexible Hours / 1099 Contractor Role / Work with Multiple Industries - As a Bookkeeper at Belay, you will: Maintain accurate financial records by recording all transactions, including purchases, sales, receipts, and payments; Utilize

Join the California Dairies, Inc.CDI) team, a farmer-owned cooperative dedicated to sustainably producing the highest quality dairy products while fostering a culture of innovation and collaboration.CDI products are delivered locally and around the world.Our Visalia corporate office serves as the ce

UK/Canada/Europe/Singapore/Dubai/Australia-based Investment Banking or Private Equity Experts for a research project with a leading foundational model AI lab.You are a good fit if you: - Have at least 2 years of experience working at top firms in investment banking or private equity with dea

Mercor is seeking Financial Analysts for a premier project with one of the world's top AI labs.In this role, you will contribute your subject matter expertise to a cutting-edge project involving frontier large language models.Specifically, you will craft high-quality, challenging problems in you

Located in San Diego County, California, High Tech High (HTH) is guided by four connected design principles-equity, personalization, authentic work, and collaborative design-that set aspirational goals and create a foundation for understanding our approach. The Accountant will support staff across H

Up to $23 per hour / Laptop & home office setup provided - As a Billing Specialist at Lexitas, you will: Create accurate client invoices from billing sheets; Transmit invoices electronically or by mail; Respond promptly to customer inquiries on invoices and pricing; Perform daily AP processing; Main

Collections / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k match / PTO - As an Accounts Receivable Specialist at ButterflyMX, you will: Analyze invoices and monitor customer accounts; Fix payment discrepancies and reconcile accounts; Keep extremely detailed financial rec

Job Description Our company is currently seeking a Bookkeeper/Office Staff to join our team! You will be responsible for preparing and examining financial records, assisting with processing payroll and perform other office tasks for our company. Pay rate adjusted for experience. Responsibilities: • Obtain and enter primary financial data into Quickbooks, • Compute and record numerical data, • Process payroll on Quickbooks, • Check the accuracy of business transactions, • Previous experience in bookkeeping, finance, or other business related fields, • MUST have a good working knowledge and experience using Quickbooks and Excel, • Ability to work independently, to prioritize and multitask, • Strong initiative and organizational skills, • Deadline and detail-orientedCompany DescriptionWe are a growing family-centered business. A motivated employee will have opportunities to grow. Health insurance could be included as a component of compensation. This is a small office setting with a professional, yet casual atmosphere.We are a growing family-centered business. A motivated employee will have opportunities to grow. Health insurance could be included as a component of compensation. This is a small office setting with a professional, yet casual atmosphere.

Searching for Real Estate Agents in Visalia, California - New or Experienced!.We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Visalia, California.Applicants without a real estate license are invited to apply.You need a license to become a real est

Searching for Real Estate Agents in Visalia, California - New or Experienced!.We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Visalia, California.Applicants without a real estate license are invited to apply.You need a license to become a real est

Job Description Servicing Financial Advisor Location: Exeter, CA or Remote (Hybrid Option Available) Company: Harvest Wealth Group Salary Range: $100,000–$130,000 + Bonus About Us At Harvest Wealth Group, we’ve built something different: No chaos. No egos. No one left without support. We’re a growing $400M+ AUM financial planning firm headquartered in Exeter, CA, serving the backbone of America—the hard-working families we’re proud to call clients. At Harvest Wealth Group, our mission is to obsessively serve our team and clients so they feel known, valued, and loved. Our Core Values: Scrappy | Stronger United | Excellence Wins | Unyielding Integrity Our team operates on the Entrepreneurial Operating System (EOS) and is structured into Diamond Teams — small, high-functioning advisor groups that deliver exceptional, consistent service through shared accountability. Each Diamond Team pairs a Senior Financial Advisor with up to two Servicing Financial Advisors and dedicated operational support. The Senior Advisor leads strategy and drives growth. The Servicing Advisor ensures every client feels deeply cared for and that their financial plan is executed with excellence. If you thrive in client relationships, enjoy bringing clarity to complex planning conversations, and want to grow your advisory career within a high-performing, purpose-driven firm, this role is your next step. The Role As the Servicing Financial Advisor (Lead FA), you’ll be the primary relationship manager for approximately 200 clients, meeting directly with them for ongoing reviews, updates, and service-related discussions to keep them confident and informed. You’ll serve as their trusted day-to-day advisor—managing follow-ups, running planning scenarios, handling service needs, and ensuring a smooth, proactive, relationship centered experience. You’ll also work closely with the Senior Advisor to uncover opportunities, identify planning needs, address insurance gaps, and strategically grow wallet share within your team’s client base. This position is ideal for someone currently in a Paraplanner or Associate Advisor role who is ready to take on more client interaction and ownership without the added pressure to close sales. What You’ll Be Doing Relationship Management • Serve as the main point of contact for ~200 assigned clients., • Respond quickly and follow through completely—no loose ends., • Conduct annual review meetings for maintenance clients., • Make proactive check-in calls to deepen relationships and uncover needs. Financial Planning & Meeting Preparation • Prepare and update financial plans, meeting materials, and review packages., • Interpret planning results and translate them into clear, actionable conversations., • Collaborate with the Senior FA to execute plan-related recommendations. Client Service Execution • Own all client-facing service conversations (distributions, RMDs, beneficiary changes, etc.). • Coordinate execution with the Operations Team while maintaining full client communication responsibility. • Track all communication and next steps in the CRM with accuracy and detail. Opportunity Identification • Identify planning gaps or opportunities within existing relationships., • Surface sales opportunities to the Senior FA for strategic discussion., • Prepare supporting materials, proposals, or data needed for Senior FA. Sales Support Follow-Through (Execution Only) • Assist when a client chooses to move forward with planning or investment changes: o Call 401(k)/pension companies with clients for rollovers. o Follow up with clients on statement requests, additional information, signing paperwork, or courtesy reminders and updates. o Gather insurance/medical documents to prevent delays. o Ensure every step of the process is accurate and timely. • Provide complete and thorough directives for the Operations team to execute client service requests, plan agreements, investment directives, and open new accounts. What You’ll Bring Licenses • Series 7 and 66 (or 63 & 65) - REQUIRED, • California Life Insurance License preferred, • CFP preferred Experience • 3+ years in financial planning, paraplanning, or advisory support REQUIRED (THIS IS NOT AN ENTRY LEVEL POSITION), • Experience working directly with clients REQUIRED Mindset & Approach • Self-motivated, relationship-first, detail-driven, and accountable, • Thrives in a structured, process-oriented environment, • Enjoys collaboration and sees shared success as the goal, • Loves helping clients understand the “why” behind their plan REQUIRED Financial Planning and Technical Skills • Comprehensive Data & Document Analysis Ability to gather, verify, and interpret complex client data across cash flow, tax returns, insurance policies, investment accounts, retirement plans, equity compensation, and estate documents—ensuring accuracy, completeness, and suitability for planning. • Advanced Financial Plan Construction (MoneyGuidePro) Build full financial plans including goals, protection modules, Social Security integrations, tax strategies, what-if scenarios, and multi-year projections; translate outputs into clear, actionable insights for clients and advisors. • Investment Portfolio Evaluation Conduct thorough portfolio analysis, including performance relative to benchmarks, risk alignment using Nitrogen or similar tools, cash reserve adequacy, tax-efficient asset placement, cost-basis strategies, concentration risk, cash drag, and overall portfolio suitability. • Retirement Income Planning Design and evaluate multi-source retirement income strategies through effective withdrawal sequencing, Monte Carlo stress testing, coordination of RMDs, Social Security optimization, annuity income integration, tax bracket management, and Medicare IRMAA awareness. • Insurance & Annuity Analysis Review and evaluate term, whole life, universal life, indexed universal life, variable universal life, and annuities (fixed, indexed, variable), including running and interpreting in-force illustrations, comparing product structures, identifying gaps, and determining policy suitability or replacement opportunities. • Tax-Aware Planning Model Roth conversions, distribution strategies, capital gains impacts, and multiyear tax projections using Holistiplan or equivalent tool; apply working knowledge of tax brackets surtaxes, Medicare thresholds, and tax-efficient investment and withdrawal strategies. • Estate & Legacy Planning Integration Review wills, trusts, and POAs for alignment with client goals; identify inconsistencies in titling or beneficiary designations; support Wealth.com onboarding; flag unfunded or outdated estate structures; and recognize opportunities for legacy planning, incapacity planning, and generational wealth transfer. • Synthesis & Communication Distill complex financial data into clear insights, advisor talking points, and client-friendly explanations—ensuring decisions are well-supported, compliant, and aligned with the client’s long-term goals. Our Leadership At Harvest Wealth Group, you will be led by a leader who combines high expectations with high support in an environment that is constantly evolving. Elizabeth’s leadership style is direct, fast-paced, and deeply invested in both client excellence and advisor growth. While she provides structure, accountability, and clear priorities, she also leads within a firm that is rapidly growing, innovating, and pushing the status quo in financial planning, technology adoption, acquisitions, and operational processes. This means clarity is always the goal — but the business is dynamic, and change is constant. Advisors who thrive here are energized by a moving target, and can maintain high attention to detail in client-facing work even during periods of transition, and have the stamina to operate in an environment where growth requires navigating ceilings of complexity and adapting quickly to unforeseen obstacles. If you value direct feedback, personal mastery, innovation, and being part of a high- performance team that is building something bigger than the status quo, you will thrive here. You Will Absolutely Love This Job If You: • Love being a trusted, ongoing advisor to clients., • Enjoy personal growth, constructive feedback, and continuous improvement., • Want to grow your technical planning skills across tax, investments, insurance, and estate planning. • Are energized by collaboration and team success., • Enjoy transforming data into simple, meaningful client conversations., • Take pride in prompt execution, accuracy, and professionalism., • Want a long-term path toward Senior FA responsibilities., • Love being challenged and operating at a high standard. You Will Hate This Job If You: • Need constant direction and struggle to work independently., • Get overwhelmed by details or frequently miss them., • Dislike technology or get frustrated learning new systems., • Are sloppy with data entry, notes, or documentation., • Struggle to prioritize and can’t switch between tasks without losing accuracy., • Prefer to wing it instead of following proven workflows., • Avoid accountability or constructive feedback., • Prefer to work alone and resist team collaboration., • Shut down under pressure or when multiple deadlines stack up. What Success Looks Like • Clients feel known, valued, supported, and confident in their plan., • All reviews, tasks, and follow-ups are completed quickly and accurately., • Senior FA is freed to focus on new business and strategic planning., • The Diamond Team operates as one—efficient, proactive, and client-obsessed. Salary & Benefits • Base Salary: $100,000 – $130,000 (depending on experience), • Bonus: Quarterly performance bonus tied to client satisfaction, planning delivery, and team metrics • 401(k): up to 3% match or 4% employer contribution with a 5% employee deferral, • Benefits: 100% company-paid health, dental, and vision coverage, • PTO: Unlimited PTO with advance manager approval, • Sabbatical: One-month paid sabbatical every 3 years of service, • Schedule: o Monday–Thursday: 8:30 a.m. – 5:00 p.m. Pacific o Friday: 8:30 a.m. – 1:00 p.m. Pacific How to Apply If you’re a planner at heart who loves people and is ready for more client interaction, we’d love to meet you. Submit your resume and cover letter through our online portal and tell us why you’d thrive on our Team.

Job Description Position Summary We are seeking a results-driven Construction Accountant who can manage the full accounting lifecycle for multiple companies at once, maintain rigorous financial controls, and thrive as part of a collaborative team. Key Responsibilities * QuickBooks Enterprise Contractor — full-cycle accounting * Payroll administration, including prevailing-wage and certified payroll * Accounts Payable / Accounts Receivable processing * Budgeting & job-cost reporting for active projects * Coordinate insurance renewals & audits (health, liability, workers’ comp) * Prepare quarterly and month-end financial statements * Assist CPA with year-end tax preparation * Produce Work-in-Progress (WIP) schedules * Reconcile bank, fuel, and credit-card accounts monthly (multiple entities) * Manage loan renewals and related documentation * Apply EIDL program knowledge when applicable Minimum Qualifications * 5–10 years accounting/finance experience (construction preferred) * AA degree in Accounting, Finance, or related field * Excellent verbal and written communication skills * Proven ability to multitask across several entities and meet deadlines * Strong team orientation and work ethic Preferred * BA/BS in Accounting, Finance, or Business

Job Description In the Financial Advisor role, you will be responsible for the growth and care of an assigned client base as well as acquiring new qualified clients for the practice. You will hold client meetings, perform case analyses, and develop recommendations for financial plans. You will love it here if you: • Are Scrappy, • Obsessively Serve, • Live Stronger United This position requires someone with great attention to detail, someone that can establish priorities, and follow timelines to meet deadlines. This position will consistently follow high business and professional ethics standards and legal and regulatory requirements. You’ll be provided with plenty of opportunities for growth, including full or senior advisor roles. Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned. Job Duties • Prepare for client meetings focused on planning discussions, • Perform case analysis and develop recommendations that will fit the client’s risk tolerance, goals, and time frame, • Conduct and/or participate with senior advisors in client meetings to present recommendations and deliver advice, • Answer client questions as it relates to servicing their accounts, • Conduct transactions on behalf of clients, • Implement key marketing activities, • Assign and delegate work to other practice team members when appropriate, • Ability to meet with clients and present planning strategies, • Ability to source prospective clients, • High level of interpersonal skills, • Initiative in business development, • Entrepreneurial perspective and desire to grow the business, • Ability to recommend suitable investment products and services, • Success at planning and managing resources, • Ability to adhere to rules and regulations, • 2+ years of similar experience preferred Pay: From $65,000.00+ per year w/ potential for quarterly bonus pay plus benefits

This position is for individuals who want to develop a side income stream while still working full time.You will test different small-scale remote opportunities, learn what works, and grow what produces results.Below, you will find a complete breakdown of everything required of potential candidates,

K per year / Medical, dental, and vision / PTO / Equipment stipend - As a Finance Associate at Blockworks, you will: Run daily accounting operations; Execute month-end close procedures; Oversee vendor contract calendar; Support tax and audit readiness; Identify opportunities to streamline workflows,

We’re seeking proactive and independent individuals interested in learning how to earn money online.This opportunity is ideal for those who want a self-directed, flexible way to build extra income.Please make an application promptly if you are a good match for this role due to high levels of inter

Accounting & Finance Support / Remote] - Anywhere in U. Competitive pay - As a Finance & Accounting Associate at Meridian, you will: Execute and support monthly and quarterly close processes; Assist with treasury management and bank transfers; Prepare journal entries, account reconciliations, and va

We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies.This role gives you the freedom to work from home at your own pace, learning simple ways to generate additional income.Ensure you read the information regarding this oppo

Competitive pay - As a Finance & Accounting Associate at Meridian, you will: Execute and support monthly and quarterly close processes; Assist with treasury management and bank transfers; Prepare journal entries, account reconciliations, and variance analyses; Manage accounts payable workflows and t

We’re seeking proactive and independent individuals interested in learning how to earn money online.This opportunity is ideal for those who want a self-directed, flexible way to build extra income.Please make an application promptly if you are a good match for this role due to high levels of inter

We’re looking for people interested in a part-time remote opportunity to supplement their main income.This position is ideal for professionals, freelancers, and anyone who wants to improve their financial situation with flexible, manageable work.Considering making an application for this job Check

K per year / Medical, dental, and vision / PTO / Equipment stipend - As a Finance Associate at Blockworks, you will: Run daily accounting operations; Execute month-end close procedures; Oversee vendor contract calendar; Support tax and audit readiness; Identify opportunities to streamline workflows,

We’re seeking dependable individuals who want to build a side income alongside their full-time work.This role offers flexible tasks you can perform outside your regular job hours.You’ll be given structured guidance and tools to identify side hustles that complement your main job, without conflic

Manage full-cycle recruiting across roles including investment professionals, investor relations, asset management, finance, and operations. Bachelor’s degree required; finance-related background is a plus.

FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.

Finance Job Duties: Create and implement financial policies to guarantee operational efficiency.

Explore different remote side hustle options curated by FinanceBuzz. Are you looking to earn extra income from the comfort of your home? We're seeking motivated individuals to explore and test a variety of remote side hustle opportunities featured on FinanceBuzz.

Finance Job Duties: Create and implement financial policies to guarantee operational efficiency.

We’re seeking reliable and motivated individuals who want to earn extra income from home.This flexible position allows you to set your own hours and work around your existing commitments.Are you the right candidate for this opportunity Make sure to read the full description below.You’ll learn ho

Finance Manager Job Duties: Ensures business processes, administration, and financial management.

This position is for individuals who want to develop a side income stream while still working full time.You will test different small-scale remote opportunities, learn what works, and grow what produces results.Below, you will find a complete breakdown of everything required of potential candidates,

Finance Job Duties: Create and implement financial policies to guarantee operational efficiency.

Are you looking to earn extra income from the comfort of your home? We're seeking motivated individuals to explore and test a variety of remote side hustle opportunities featured on FinanceBuzz. Explore different remote side hustle options curated by FinanceBuzz.