Trabajos Accounting & Finance en Carlsbad, CA - Page 2Crear alertas

About the Role: We are looking for a Payroll Analyst candidate to support a privately held hospitality organization with diverse operations across multiple locations. This role requires deep familiarity with California wage and hour laws and hands-on experience configuring Paycom for complex hourly payroll scenarios. The ideal candidate excels in compliance, data integrity, and system optimization, and thrives in environments where precision and adaptability are key. This is a strategic opportunity to shape payroll operations in a high-growth, service-driven business. Core Responsibilities: • Partner with HR and Finance to ensure payroll practices align with compensation policies, • Configure Paycom to automate break penalty payments and calculate regular rate of pay, • Conduct recurring audits to ensure wage accuracy and policy compliance, • Maintain current knowledge of California labor laws, including wage statements and overtime rules, • Administer payroll across multiple entities, ensuring timely and compliant processing, • Analyze payroll data to identify inconsistencies and resolve discrepancies, • Support internal and external audits with documentation and reporting, • Recommend process improvements to enhance payroll efficiency and reduce risk exposure, • Standardize timekeeping practices across locations for consistency and compliance, • Update and refine payroll procedures, especially for hourly wage earners Qualifications: • Strong analytical skills with experience interpreting large payroll datasets, • Bachelors degree preferred, • Exceptional attention to detail and commitment to accuracy, • Background in accounting or finance is highly desirable, • Skilled in Paycom configuration, reporting, and troubleshooting, • Familiar with California wage and hour laws, including enforcement and compliance standards, • Effective communicator with a proactive approach to problem-solving, • Proven ability to automate complex payroll calculations and compliance workflows

Job Description WE ARE OPEN FOR BUSINESS!!! Our retail start from scratch program is back!!!! As a Farmers Insurance agent, you will have the freedom to be in business for yourself, but not by yourself. Our experienced district team will provide the training, mentorship, and coaching you will need in order to build a successful, financially rewarding insurance agency. Salary Range: Average first-year agents gross $175-$280K per year with bonuses. What We Offer: • Unlimited earning potential., • Signing bonus., • Up to 3 years of monthly and annual bonuses., • No franchise fees, no royalty fees., • Proven systems for success., • One on one coaching and support., • Award-winning University of Farmers training. Responsibilities: • Work existing leads, develop new leads, schedule appointments, identify customer needs and market appropriate products., • Establish client relationships and follow up with customers in a timely manner as to provide exceptional and extraordinary service., • Establish and inspire agency staff. Requirements: Able to obtain or currently hold a Property & Casualty license and a Life & Health License. (We will provide study material for candidates that do not currently hold both insurance licenses) Display leadership competencies, including the ability to delegate, engage, and inspire others. Strong work ethic and leadership skills. Knowledge of sales and marketing principles and strategies. Must pass credit and background check.

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. *This position has two available shifts: Option A: Sunday: OFF Monday: 8:30am - 2:15pm Tuesday: 8:30am - 2:15pm Wednesday: OFF Thursday: 8:30am - 2:15pm Friday: 8:30am - 2:15pm Saturday: OFF OR Option B: Sunday: OFF Monday: 10 am - 4 pm Tuesday: 10 am - 4 pm Wednesday: OFF Thursday: 10 am - 4 pm Friday: 10 am - 4 pm Saturday: OFF Part Time - 20 hours a week

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Dental insurance, • Health insurance, • Paid time off, • Training & development Job Summary: We are seeking a motivated and knowledgeable Financial Advisor to join our established investment advisory firm located in Carlsbad, California. The ideal candidate will have a passion for helping clients achieve their financial goals and will possess a strong understanding of financial products, investment strategies, and market trends. As a Financial Advisor, you will play a crucial role in building and maintaining client relationships, providing expert financial advice, and contributing to the growth of our firm. Key Responsibilities: • Client Consultation:, • Conduct comprehensive meetings with clients to assess their financial needs, goals, and risk tolerance., • Analyze clients' financial situations and gather relevant information to create tailored financial plans., • Financial Planning:, • Develop and implement customized financial strategies that align with clients' short-term and long-term objectives., • Recommend suitable investment products, insurance solutions, retirement plans, and estate planning options., • Investment Management:, • Monitor clients' investment portfolios, providing insights and recommendations for adjustments as needed., • Stay informed about market trends, economic conditions, and emerging investment opportunities., • Relationship Management:, • Build and maintain strong, trusting relationships with clients to enhance client retention and satisfaction., • Provide ongoing support, including regular portfolio reviews and performance updates., • Compliance and Reporting:, • Ensure adherence to financial regulations and industry standards, maintaining the highest level of integrity., • Prepare and present comprehensive reports on clients' financial performance and progress toward their goals., • Business Development:, • Identify and pursue new business opportunities to expand the client base., • Participate in networking events and marketing initiatives to attract potential clients., • Continuous Learning:, • Stay updated on financial products, market developments, and regulatory changes to provide informed advice., • Pursue relevant certifications and professional development opportunities.Note: This role is not solely focused on cold lead generation; you will also have access to an established book of business to support your client outreach and sales efforts. Qualifications: • Bachelors degree in finance, economics, business, or a related field., • Series 65 license preferred; additional relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus., • Proven experience as a financial advisor or in a related financial services role., • Strong analytical skills with proficiency in financial planning software., • Excellent communication and interpersonal skills, with the ability to build rapport with clients., • Must be authorized to work in the USA.Skills:, • In-depth knowledge of investment strategies and financial products., • Strong problem-solving abilities and attention to detail., • Ability to work independently and manage multiple client relationships effectively., • Proficient in Microsoft Office Suite and financial management tools.Work Environment:, • This position will be based in our Carlsbad office, with opportunities for remote work as appropriate. Some travel may be required for client meetings and networking events.Compensation:, • Salary range of $80,000 - $100,000, plus commissions, bonuses, and benefits.Join our team at Luke Dix State Farm Agency and help us make a positive impact on our clients' financial futures!

Job Description This position will be supporting the North San Diego/Riverside region. Position Summary The position of Support Specialist I, Staff Resource Pools is to provide Branch and Departmental assistance. Responsible for transacting business efficiently and accurately on member accounts. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as wells as cross-selling Credit Union products and services to meet members needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications • High school diploma or equivalent., • One year of banking experience to include: knowledge of loan and account interviewing techniques, cross selling, upselling and/or referring products/services; or 6 months SDCCU member facing work experience may be considered., • Demonstrated sales 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., • 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), • Professional appearance and demeanor., • Process routine member account transactions including: deposits, withdrawals, loan payments, transfers, travelers’ check and cashier check purchases, loan and Visa advances, night and lobby drop and closing accounts., • Balance cash drawer daily, process direct deposit forms, provide dual control to balance cash vault., • Cross sell products and services to members by assisting or referring the member to applicable representative., • Answer member inquiries pertaining to their account., • Conduct routine research on member accounts as necessary or requested., • Assist members by accepting and/or completing applicable forms., • Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services., • Provide quality member service consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquires on phone and in person in a timely manner., • Responsible for keeping abreast of current policies, procedures and new products; follow new procedures., • Prepare documentation for new accounts and/or loans 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 decisions to members 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 documentation of account files., • Support SDCCU global goals by providing functional assistance within Credit Union., • Support Branch Network and Administrative Departments., • Act as MSR, Receptionist, FSR or Departmental Staff as directed by management., • Support management in community development activities., • 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. 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