Trabajos finance business partner en San Diego, California - Page 2Crear alertas

Job Description Position Summary Our client is a well-established, growth-oriented organization recognized for its strong customer focus, supportive employee culture, and commitment to operational excellence. The company is seeking an experienced Buyer to lead sourcing and procurement activities, manage vendor relationships, and ensure timely, cost-effective acquisition of products and equipment. Responsibilities: • Conduct product research, prepare purchasing documents, issue orders, and identify suitable suppliers., • Monitor industry trends, speak with suppliers, and suggest potential procurement sources., • Review and evaluate vendor quotations to confirm product availability, adequate supply levels, and delivery timelines., • Assess product usage and financial return to determine whether repairing equipment is cost-effective., • Track the status of open orders to ensure timely delivery and follow up on any items placed on backorder., • Partner with warehouse personnel to ensure accurate inventory records and timely receipt of goods., • Work with suppliers to select equipment that meets required specifications and negotiate pricing, discounts, or extended warranties., • Establish purchasing terms, research prospective suppliers, and set up new vendor profiles when needed., • Negotiate pricing adjustments to meet departmental cost objectives., • Maintain and oversee purchase order workflows and systems., • Update pricing information annually and keep procurement records organized and current., • Evaluate supplier proposals, comparing cost, specifications, and delivery commitments, and award orders accordingly., • Collaborate with the Sales team on pre-sale product information and assist with equipment lookups., • Ensure all open purchase orders are accurate and confirm that physically received goods are properly recorded each month. Verify vendor invoices that do not reference purchase orders., • Initiate and manage Return-to-Vendor (RTV) transactions for calibration, repairs, or product returns., • Validate vendor data and maintain the approved vendor list., • Process approved requisitions and issue purchase orders., • Prepare weekly and monthly procurement reports, including open order summaries., • Bachelor’s degree in Finance, Accounting, Supply Chain Management, or a related field, • 1+ years of buying experience, • Effective negotiation abilities, • Strong attention to detail, • Collaborative and team-oriented approachCompany DescriptionTransition Staffing Group is an award winning San Diego based staffing agency providing solutions on a Temporary, Temporary-to-Hire and Direct Hire basis. Through our affiliate network, we have offices in 35+ metropolitan areas, staffed by over 200 specialized recruiters. TSG offers a national reach, with local job market expertise. Recognized five years in a row by the San Diego Business Journal as one of the "Fastest Growing Privately Held Companies in San Diego." Additionally, recognized on the Inc.500 List twice for being one of the Fastest Growing Companies in the United States. TSG offers full Medical, Dental, Vision, Life Insurance (no waiting period) and matching 401(k) to every active consultant/tempTransition Staffing Group is an award winning San Diego based staffing agency providing solutions on a Temporary, Temporary-to-Hire and Direct Hire basis. Through our affiliate network, we have offices in 35+ metropolitan areas, staffed by over 200 specialized recruiters. TSG offers a national reach, with local job market expertise. Recognized five years in a row by the San Diego Business Journal as one of the "Fastest Growing Privately Held Companies in San Diego." Additionally, recognized on the Inc.500 List twice for being one of the Fastest Growing Companies in the United States. TSG offers full Medical, Dental, Vision, Life Insurance (no waiting period) and matching 401(k) to every active consultant/temp

Job Description Strata Information Group (SIG) Solves Problems. We are a team of dedicated professionals deeply committed to excellence and innovation. SIG has been a trusted partner to over 1,000 higher education institutions globally since our inception in 1988. Our solution sets include Strategy & Optimization Consulting, Enterprise Applications Implementation and Managed Services, Data Services, and Cybersecurity. SIG values client satisfaction, integrity, and expertise in higher education. We embrace diversity, collaboration, and personal growth in our inclusive environment. Banner Finance Consultant Summary & Responsibilities Discover flexible part-time roles at SIG offering varied hours and exciting project assignments. If you're eager to dive into consulting projects as they arise, and can commit to traditional business hours, we want to hear from you—apply now! As a forward-thinking company, we are shaping the future of higher education and seeking talented individuals with experience in the Ellucian Banner Finance module for part-time opportunities within our organization. Part-time consultants' weekly hours vary, up to 30 per week, depending on project needs. Some assignments are long-term, while others may be short-term. This role involves direct client interaction, so availability during standard business hours is required. Are you a seasoned professional with multiple years of college or university experience in Finance leadership or as a Consultant working directly with the Ellucian Banner Finance module? In this role, you will be working with clients to implement and optimize Ellucian Banner. Your expertise in Banner, Finance business processes, and best practices will drive successful outcomes for our clients. SIG employees work remotely and occasionally travel to client sites. • Collaborate with business units to understand financial operations and requirements., • Consult with clients in ways to utilize various technological tools to help improve business processes., • Configure the Banner financial module to meet business needs., • Provide expertise in using Banner to improve and automate business processes within the finance office at a college or university., • Assist in testing and implementation of financial software., • Troubleshoot issues related to system usage, configuration, and data integrity., • Provide end-user training and support documentation., • 5 or more years working within the Higher Education Industry., • 5 or more years of experience working with Ellucian Banner, demonstrating advanced user proficiency., • Experience implementing the Banner Finance module at a college or university., • Strong knowledge of financial operations, including general accounting, budgeting, and purchasing within the higher education industry., • Experience in a consulting capacity, focusing on enhancing business processes and demonstrated success in creating efficiency., • Ability to troubleshoot functional issues within Banner and communicate user requirements to the technical support team., • Experience managing project-based work., • Bachelor's or Master's degree in Finance, Accounting, or related field., • The range for this role is $45-63 per hour The listed salary range for this position is indicative and subject to adjustment based on the candidate's unique skills and location. Final compensation will be determined through mutual agreement between the successful candidate and SIG. SIG is an Equal Employment Opportunity employer California Consumer Privacy Act Notice

Job Description At TURN our mission is Improving Lives. Our organization embraces the tenets of client-centered care, and our core values Integrity, Diversity, Mentorship, and Inclusion are at the forefront of everything we do. We hire exceptional individuals seeking meaningful opportunities in a purpose-driven environment. JOB SUMMARY The Facilities & Real Estate Manager is responsible for managing the company’s facilities operations and real estate portfolio, with a primary focus on lease administration, transaction execution (including exits), operational reliability, and construction oversight. This role ensures safe, compliant, and cost-effective workplaces while supporting strategic planning for future growth. Responsibilities Real Estate & Lease Management • · Administer all leases: track critical dates, ensure compliance with terms, and manage renewals, expansions, and terminations., • · Lead lease negotiations for new sites and renewals, including rent structure, TI allowances, and restoration clauses., • · Manage exit transactions: coordinate decommissioning, landlord walkthroughs, and vendor closeouts., • · Act as Owner’s Representative for renovations, tenant improvements, and facility upgrades: manage scope, schedule, budget, and risk., • · Oversee design reviews, permitting, and compliance with building codes and safety standards., • · Oversee preventive maintenance programs for building systems (HVAC, electrical, life safety)., • · Manage work order process and vendor performance through CMMS; ensure SLA compliance., • · Ensure regulatory compliance (OSHA, fire/life safety) and maintain emergency preparedness plans., • · Develop and manage operating and capital budgets for facilities and real estate., • · Provide monthly reporting on lease obligations, maintenance KPIs, and project status., • · Partner with Finance, Legal, and business units to align real estate decisions with organizational goals., • · Select and manage vendors; enforce SLAs and performance scorecards. Required: · 7+ years in facilities management and/or corporate real estate with multi-site responsibility. · Experience negotiating leases and managing transaction processes. · Proven track record as Owner’s Rep or project manager for construction/renovation projects. · Strong knowledge of compliance standards and building systems. · Proficiency with CMMS and KPI-driven operations. Preferred: · Certifications: IFMA CFM/FMP, BOMI RPA/FMA, PMP, LEED GA. · Familiarity with IWMS/CMMS platforms and space planning tools. · Experience with sustainability initiatives and energy management. 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 ☐ Climbing ☒ Lifting/carrying heavy items ☐ Pushing/pulling/dragging items ☐ Standing for long periods ☐ Working outside/underground ☒ Using hands/fingers ☐ Sitting for long periods I can perform the above functions: ☐ Without accommodation ☐ With accommodation. If so, please specify: 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. Employee signature constitutes an understanding of the job requirements, essential functions, and duties. 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 Description Join the excitement of a dynamic company committed to providing exceptional neurological rehabilitation to adults with brain injury! Learning Services, a Collage Rehabilitation Partner, has been a leading provider of post-acute rehabilitation services for adults with brain injury for over 40 years. We are a growing and dynamic organization known for our integrity, clinical excellence, and commitment to both clients and colleagues. We are currently seeking a Business Development Liaison to develop new relationships and strengthen existing ones with key referral sources in San Diego, CA. The base pay for this position has a range of $80,000 - $100,000 with a bonus structure. If we were to proceed with an offer, there are many factors taken into consideration, including your skills, qualifications, experience, and more. Benefits include, but are not limited to: • Comprehensive benefit package (medical, dental, vision, disability, 401(k) and more), • Company vehicle, • Monthly internet allowance Key Responsibilities • Cultivate and maintain referral relationships with insurance representatives, nurse case managers, workers' compensation adjusters/payors, discharge planners, physicians, and other healthcare decision-makers., • Design and deliver presentations and educational materials about Learning Services post-acute programs and outcomes., • Strategically represent Learning Services at industry conferences, events, and meetings to raise awareness and drive referrals., • Candidates must be a resident of San Diego, CA, • Proven experience in business development, marketing, or outreach—preferably in the healthcare, rehabilitation, or workers' compensation industries., • A strong understanding of workers' compensation systems and stakeholder roles is essential., • Exceptional presentation, communication, and relationship-building skills., • Bachelor's Degree in a health-related field preferred (clinical background a plus but not required), • A working knowledge and experience in workers' compensation is a key background for this position, • Knowledge of funding sources for rehabilitation, including: workers' compensation; private funding; structured settlements; lien cases; no-fault insurance; health insurance; Department of Defense and Veterans Administration, and public funding systems. Knowledge of acquired brain injury, post-acute rehabilitation, and case management preferred, • Ability to travel, • Excellent communication and organizational skills required, • Demonstrated ability to design and deliver industry and educational presentations, • Experience with Google Workspace (G-Suite) preferred, • Internal communication with all levels of management required, including Admissions, Program Management, Case Management, Finance, and Operations, • External communication with insurers, case managers, physicians, risk managers, life care planners, attorneys, claims adjusters, discharge planners, families, survivors, and other potential referral sources, • Customer Relationship Management (CRM) platform experience (preferably HubSpot or similar) is a plus, • Background in Sales of Services or Rehabilitation Services required, • 5-7 years of experience preferred #JT

Job DescriptionDescription: Fast-Growing Company | High-Impact Role | Hands-On Leadership Are you a strategic, execution-driven finance leader ready to roll up your sleeves and help steer a rapidly growing company to its next stage of success? We’re searching for a dynamic Director of Finance who thrives in fast-paced environments, loves cross-functional collaboration, and wants to make a measurable impact on the organization’s growth trajectory. This is a high-visibility role with the opportunity to shape financial strategy, strengthen operational performance, and support key business decisions across multiple departments. If you’re an ambitious leader who blends strategic insight with a willingness to dive into the details, we’d love to meet you. What You’ll Do Forward-Looking Planning & Strategy • Develop actionable KPIs and objectives designed to accelerate both short-term and long-term company growth., • Prepare detailed forecasting, budgeting, and cash flow analysis, • Build robust financial models to guide major cross-organizational initiatives, including KPI development., • Communicate complex financial insights in a clear, accessible way to leaders across the company.Cross-Departmental Collaboration, • Work closely with department leaders to deliver data-driven insights that fuel operational efficiency and profitability., • Develop metrics and dashboards that improve performance and inform high-impact decisions company-wide.Financial Reporting, • Produce accurate, timely financial statements with supporting analysis and metrics., • Clearly communicate financial results to senior management and key stakeholders. Policy, Controls & Compliance, • Contribute to the development and refinement of financial and accounting policies that support company goals., • Ensure compliance with local, state, and federal regulations, as well as reporting requirements for external parties. M&A Support, • Lead detailed financial analysis and due diligence for potential acquisitions and divestitures., • Support strategic planning that aligns M&A activity with long-term company objectives.Ad-Hoc Strategic Projects, • Own and execute a wide range of financial initiatives as business needs evolve., • Serve as a trusted advisor to the executive team, contributing to company-wide planning and strategy. Core System Oversight, • Maintain and optimize critical systems including FP&A tools, accounting software, Power BI, AvidXchange, banking platforms, and more., • Lead implementation projects and evaluate system upgrades that support scale and efficiency. Requirements: What You BringEducation • Bachelor’s degree in Accounting or Finance (required), • CPA or CFA preferred Experience, • 8–10 years of progressively responsible experience in a mid-size, high-growth environment, • Strong organizational development, personnel leadership, and resource planning abilities, • Proven success operating in fast-moving, ambiguous environments while driving toward clarity and solutions, • Advanced Excel skills and strong experience with FP&A tools (Solver/BI360 preferred), • Experience with accounting platforms (Microsoft Dynamics GP preferred), • Ability to administer and maintain BI and financial systems (Power BI, AvidXchange, banking platforms, etc.), • Experience leading software implementations and evaluating enterprise systems Leadership Qualities, • Exceptional communication and interpersonal skills, • Ability to lead by example and serve as a role model across the organization, • Collaborative mindset paired with the initiative to dive in and get the work done, • Strategic thinker with a bias toward action

Job Description Who are we? The TSS Family of Companies is one of the largest independent laboratory and hospital service providers with locations across the United States. Our customers include leading life sciences and healthcare companies and renowned research institutions. We are a leading provider of environmental monitoring solutions and testing, calibration, and certification services for controlled environments, medical gas systems, and laboratory instrumentation. Our Family of Companies includes Technical Safety Services (TSS), Evergreen Medical Services (EMS), and Cornerstone Commissioning. We are rapidly growing and looking for additional passionate and talented employees to join our team and partner with our customers who are doing dramatic work focused on improving the human condition. How will you make an impact? The Compliance Specialist reports to our Manager of Accounting and is critical for ensuring that the company’s organizational and business processes comply with the appropriate regulations. This position will also assist in annual filings and audit requests from State and Local authorities. What will you do? • Conducts research on necessary tax filings for verticals and applicable acquisitions to ensure all filings are up to date., • Maintains schedule for current business licensing registrations and applicable filings and handles related inquiries., • Interface with state and city authorities to resolve any compliance questions or topics., • Support operations for compliance with any new locations and/or organizational changes, • Gathers information needed to complete and file Property Statement filings., • Support any state or local audits and tax compliances processes, as necessary Compensation and Benefits • Medical, vision, and dental insurance, • 401(k) plan with a company matching contribution, • Long-term disability, short-term disability, and life insurance Education and Experience • Requires a bachelor’s degree in accounting, finance, business administration, or another related field., • Requires 3-6 years of relevant experience in compliance or other relevant experience., • Experience with ERP and CRM systems, • Strong sense of ownership, accountability, and high attention to detail with a proven ability to manage and meet multiple competing deadlines., • Team-oriented with a natural curiosity to understand and learn all areas of the business., • Self-starter mentality, with a willingness to independently identify and solve problems, • Strong Excel skills and a proven track record of maintaining complex reports., • Excellent verbal and written communication skills Powered by JazzHR 1tLvRzxgga

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: The Data Analyst will be a member of the Data Engineering team within StepStone's Portfolio Analytics and Reporting ("SPAR") department. This person will partner with various internal teams and support efforts to define, enforce, and maintain a unified Master Data Management (MDM) process and strategy within a cloud data warehouse environment. This person will implement data quality checks and support creating unified "golden records" from disparate internal and external data sources. The role sits at the intersection of data engineering, data modeling, and private investment domain knowledge, providing exposure to both technical and business processes. Essential Job Functions: • Support MDM initiatives in defining, modelling, and maintaining master data entities., • Gather, reconcile, clean, standardize, deduplicate, and merge data from internal systems and external databases to create trusted "golden records.", • Build records matching/merging logic and rules for mastering data (deterministic, fuzzy matching, conflict resolution)., • Collaborate with stakeholders to understand domain definitions, business rules, data lineage, and exceptions., • Implement data quality checks, validations, and anomaly detection to ensure accuracy and consistency of master data., • Create and maintain documentation, definitions, governance rules, and metadata for master data assets., • Assist in establishing governance, stewardship, and versioning processes., • Integrate master data processes with broader extract, load and transform (ELT) workflows and Snowflake data models., • Contribute to automation of mastering data processes., • Support other data initiatives such as data engineering, data modeling, and ad-hoc analysis. Qualifications: • Bachelor's degree in Computer Science, Information Systems, Economics, Finance, or related quantitative or qualitative field., • 1–3 years of experience or relevant coursework in data analysis, data engineering, or MDM-related roles., • Strong SQL skills for data profiling, transformation, and reconciliation in Snowflake., • Understanding of data mastering, data modeling, ETL/ELT processes, and data integration concepts., • Interest in private markets or financial data., • Analytical mindset with attention to detail and the ability to manage complex, evolving data., • Prior experience in MDM, data governance, or data stewardship is a plus., • Experience designing matching/merging logic, fuzzy joins, or reconciliation workflows., • Knowledge of Snowflake data governance features (Data Quality Monitoring, Data Security, Data Classification)., • Experience with commercial MDM platforms or governance tools., • Familiarity with metadata management, version control, and data catalog tools., • Exposure to financial or investment data domains. The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

The Finance team's goal is to be a trusted and collaborative partner to all the businesses and functional teams that we work with, bringing business acumen, financial expertise and insights to aid decision-making and deliver value to our stakeholders.

Job DescriptionHeadquartered in San Diego, Mulligan Funding serves as a leading provider of working capital (Up to $5M) to the small and medium-sized businesses that fuel our country. Since 2008, we have prided ourselves on our collaborative, innovative, and customer-focused approach. Enjoying a period of unprecedented growth, driven by the combination of cutting-edge technology, human touch, and unwavering integrity, we are looking to add to our people first culture, with highly motivated and results-oriented professionals, to push the limits of what’s possible while creating value for all of our partners. The Vice President of Credit Risk & Customer Analytics is responsible for leading the strategic direction of Mulligan Funding’s credit risk function, with a strong emphasis on data-driven portfolio oversight and customer analytics. This role oversees a team of data scientists, risk analysts, and business analysts and plays a key role in shaping credit strategy through modeling, forecasting, and risk assessment. Reporting to the Chief Credit Officer, this position also serves as a thought partner on customer segmentation and performance insights, with the potential to inform direct marketing and customer engagement strategies over time. The role demands sharp analytical acumen, strong business judgment, and cross-functional leadership to ensure the company maintains a healthy, scalable portfolio while continuously refining credit policy and strategy.You will: • Drive the design, implementation, and refinement of the company’s credit strategy across originations, renewals, and servicing portfolios, aligning risk posture with growth objectives., • Oversee the full lifecycle of credit and risk models, including development, validation, documentation, monitoring, and compliance, ensuring alignment with internal policies and regulatory expectations., • Lead portfolio analytics to detect early risk indicators, monitor key performance trends, and surface actionable insights that inform business decisions and optimize risk-adjusted returns., • Direct forecasting and stress testing efforts, developing forward-looking models for delinquency, losses, and exposure under various economic scenarios. Present findings and recommendations to senior leadership and risk committees., • Analyze customer behavior and performance across the lifecycle to identify patterns that inform retention, cross-sell opportunities, and, over time, targeted marketing efforts., • Collaborate with Underwriting and Credit teams to shape and evolve decisioning frameworks, exposure limits, approval logic, and risk thresholds, supported by quantitative analysis and model outputs., • Translate complex model findings and portfolio analytics into concise, executive-ready presentations for internal stakeholders, external auditors, and regulatory bodies., • Lead, mentor, and grow a high-performing team of data scientists, analysts, and risk professionals, fostering a collaborative, agile, and outcomes-focused team culture., • Partner with Product, Finance, Technology, and Marketing to integrate credit risk insights into business tools, pricing strategies, growth forecasts, and new product initiatives., • Influence the development and enhancement of data infrastructure and tooling to support advanced analytics, real-time decisioning, and scalable model deployment., • Support and strengthen the organization’s risk-aware culture by promoting transparency, ownership, and alignment on credit performance and decisioning discipline., • Participate in high-impact initiatives including pricing optimization, capital planning, new product design, and vendor selection for analytics and decisioning platforms., • Prepare and deliver recurring reports, deep dives, and strategic recommendations to the Chief Credit Officer and executive leadership, enabling informed decision-making at the highest levels., • Perform other duties as assigned.You have:, • 10 or more years of experience in credit risk, portfolio analytics, or a related function within financial services, including at least 5 years in a people leadership role, • A master’s degree in a quantitative field such as Statistics, Economics, Finance, or Data Science, • Deep expertise in credit strategy, risk model development, and portfolio monitoring across the full credit lifecycle, • Proven ability to lead complex forecasting and stress testing initiatives, with clear communication of outcomes to executive stakeholders, • Advanced proficiency in business analytics, statistical analysis, and tools such as Python, SQL, or equivalent platforms, • A track record of translating complex risk insights into actionable strategies and influencing cross-functional partners, • Experience guiding high-performing teams, fostering collaboration, accountability, and innovation, • Strong understanding of regulatory requirements and data governance standards relevant to credit risk and model oversight, • Excellent organizational and time management skills, with the ability to manage competing priorities and meet high-impact deadlines, • A leadership style grounded in adaptability, critical thinking, and the ability to guide others through ambiguity and changeWe offer:, • Medical, vision, and dental benefits to support you and your family., • Flexible Spending Accounts (FSA) for eligible healthcare and dependent care expenses., • A 401(k) with matching contributions to help you plan for retirement., • Paid time off, including sick leave, vacation, and holidays., • Paid parental leave for growing families., • A Lifestyle Spending Account (LSA) for athletic and wellness expenses., • An employer-sponsored Life and AD&D policy, with options for additional coverage., • A Learning Stipend for professional development activities., • An Employee Assistance Program (EAP) and travel assistance services., • Complimentary snacks and refreshments in the breakroom., • A referral program that rewards you for bringing in top talent.

Director of Finance, US Region position is a leadership role within BD MMS and reports directly to the MMS Vice President, Finance. This leader will serve as a finance business partner to VP/GM of US region and will be responsible for the management of all finance activities of the $2. Director Of F

Job Description Showing Agent Opportunity Learn to build your real estate career alongside a team of top producing agents partnered with a supportive lending group that assists with lead follow up, marketing, and client communication. This opportunity provides real world experience, one on one mentorship, and a clear pathway toward becoming a confident producing agent while earning rewarding commissions. A real estate license is required or must be in progress. As a Showing Agent, you will assist buyers, host open houses, manage showing schedules, and learn to support clients with consistency and professionalism. You will gain direct exposure to proven systems, daily mentorship, and the processes that productive agents use to build relationships and close transactions. First year earning potential when hitting goals: $150,000+ This opportunity is suited for personable and motivated individuals who want to learn the business from the inside out with the combined support of an experienced real estate team and a trusted lending partner. Added Value – Annual cap on commission contributions to support higher earnings – CRM provided for client management and follow up – In office lender partnership that supports agent success and client financing – Lender collaboration that assists with lead activity and business development – Marketing support including flyers, social content, and video templates – Transaction management system such as SkySlope included – Structured training and mentorship for new and growing agents – Simple flat monthly membership that covers systems and tools with no hidden fees – Stock option and equity participation opportunities If you are coachable, driven, and ready to learn from an experienced team that brings together real estate and lending expertise, we would like to connect. Compensation: $150,000 at plan Responsibilities: • Work with buyer clients to refine their needs and wants based on seeing homes and then show them additional homes that meet those criteria, • Coordinate and attend on-site property inspections with clients so process is smooth and timely, • Find homes that meet buyer clients’ criteria and budget to generate sales faster, • Gather information about potential homes and local communities so you can answer buyer questions, • Respond to all buyer client phone calls, emails and texts in a timely manner to provide superior customer serviceQualifications:, • Independent drive to succeed and able to complete tasks without supervision, • Professional in attitude and appearance, • Ability to use or quickly learn real estate specific CRM and marketing/lead technologies, • In order to earn commissions, you must have a real estate license., • If you do not have our real estate license, we can help guide you in obtaining a license., • Great communication.About Company At Seller Door Real Estate & Finance Inc., we bring real estate and lending together under one roof to give agents a powerful advantage. Our brokerage was built to provide 100% of the tools, training, and compensation agents deserve. With hands-on mentorship, proven systems, and leadership that cares about your success, we help professionals grow stronger businesses with clarity and confidence. We believe every agent should confidently answer “yes” to some of the most important questions in their career: • Am I getting the mentorship and support I need?, • Do I have proven systems to grow consistently?, • Am I rewarded fairly for my results?, • Do I get offered stock options or an equity share plan as an agent?

Job Description Loan Officer Opportunity We are looking for a motivated Loan Officer who wants to learn to grow within a unique dual platform environment where real estate and lending operate together to support clients and expand your production. At Seller Door Real Estate and Finance, you will earn rewarding commissions while working side by side with agents who actively co market, host client events, and provide qualified introductions that help you build consistent momentum. This opportunity gives you access to an integrated system that connects lending and real estate, allowing you to convert more clients, deepen relationships, and strengthen your brand within a collaborative ecosystem. You will work closely with agents who understand the power of aligned lending partnerships, giving you steady visibility and the chance to support buyers early in the process. As a Loan Officer, you will guide clients through pre approvals, financing options, and the full loan process with professionalism and care. You will also gain exposure to referral driven real estate pipelines and learn how to position yourself as a trusted lending partner within a combined real estate and finance model designed for long term success. First-year earning potential when hitting goals: $130,000+ Added Value – Daily collaboration with real estate agents for shared client opportunities – Integrated systems that support client conversion and follow through – Marketing support including co branded assets and client event partnerships – Access to referral pipelines from active real estate teams – Professional development and mentorship within a combined real estate and lending environment – Supportive culture focused on accountability, production, and results If you are ready to learn to grow in this niche and want to see what is possible, respond to this ad and connect with our team. Compensation: $140,000 at plan commissions Responsibilities: • Manage a large pipeline of loans to ensure your production meets our requirements, • Ensure accurate and timely preparation of all required documents from borrowers, loan officers, title companies and other related industry professionals, • Oversee all customer interactions and ensure a smooth transaction by interfacing with realtors, processors, and underwriters, • Maintain and build relationships through networking and prospecting with bankers, realtors, builders, and your community to attract new business, • Communicate a thorough understanding of different loan programs and closing costs to help prospective buyers make a decisionQualifications:, • Understand a variety of loans such as: FHA, VA, USDA, conventional, fixed/ adjustable, bridge, non-conforming, FNMA and FHLMC, and Home Equity Lines of Credit, • Banking, business, real estate, or related Bachelor’s degree required, • Understanding of loan originator software such as Experian, LendingWise, or Calyx, and Office Suite highly preferred, • Provide excellent interpersonal and customer service skills, superior written and verbal communication skills, and exceptional decision-making ability, • NMLS license required, • If you do not have a license, we can help you obtain a license About Company At Seller Door Real Estate & Finance Inc., we bring real estate and lending together under one roof to give agents a powerful advantage. Our brokerage was built to provide 100% of the tools, training, and compensation agents deserve. With hands-on mentorship, proven systems, and leadership that cares about your success, we help professionals grow stronger businesses with clarity and confidence. We believe every agent should confidently answer “yes” to some of the most important questions in their career: • Am I getting the mentorship and support I need?, • Do I have proven systems to grow consistently?, • Am I rewarded fairly for my results?, • Do I get offered stock options or an equity share plan as an agent?

CFO & Enterprise Value, and we partner with Finance executives to drive value across the enterprise.As Finance leaders move into business partner roles, they need processes, technology and people to help drive efficiencies, manage costs, improve profitability, and identify new areas of opportunity.W

Overview In this operational role, you will play an integral part in facilitating the assessment and prioritization of billing and offering-related initiatives while ensuring financial integrity and operational efficiency. This hands-on, individual contributor role offers the opportunity to collaborate cross-functionally with teams such as marketing, product management, accounting, operations, and engineering to create scalable, supportable solutions that align with Intuit’s strategic objectives Responsibilities • Partner with key team members including product managers, marketers, engineers, and accountants to evaluate and prioritize billing initiatives for SaaS-based offerings., • Assess end-to-end offering needs, gathering billing and monetization requirements to either onboard with existing tools or evaluate new system capabilities., • Facilitate discussions around offering requirements, identifying dependencies, and proposing innovative and financially sound solutions., • Act as the “single point of contact” for business unit marketers and offering stakeholders, driving alignment and execution while ensuring offerings are fully operational post-concept design., • Work cross-functionally to understand the offering lifecycle, from design and system enablement to fundamental back-office operations such as revenue recognition, electronic payments, and reporting., • Collaborate with teams to facilitate decision-making on key priorities, balancing manual processes with scalable, long-term solutions., • Proactively identify opportunities for process improvement, while maintaining commitment to financial compliance and operational excellence Qualifications • Bachelor’s degree in Accounting, Finance, Business Systems, or a related field (or equivalent work experience)., • 6+ years of experience in project management, business analysis, or finance operations with a focus on requirements gathering, process design, and system enablement., • Understanding of ERP systems (e.g., Oracle Financials, RevStream) and their application within finance functions., • Experience facilitating end-to-end workflows across billing and monetization-related systems or platforms., • Demonstrated ability to lead projects, prioritize effectively, and deliver quality results., • Organizational skills and attention to detail, both in managing project deliverables and in providing analytical insights., • Strong written and verbal communication skills with the ability to convey complex information clearly across varying audiences., • Flexibility to occasionally accommodate time zone differences for effective collaboration across global teams. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: San Diego: $143,500 - 194,000 Mountain View: $154,000 - 208,500

Overview Join the Intuit Customer Success team as a Group Manager of Customer Success in our Expert Network, leading product support experiences for our high value customers. Be at the center of growth in our Expert Network, where we’re looking to grow our team of talented individuals to help optimize our greatest resource, our people. You’ll be pivotal in delivering an awesome service experience for our Consumer Platform customers where customer success experiences are at the heart of how we win and deliver differentiation in the market. Our approach to customer success is ever evolving and is always focused on achieving the highest levels of customer satisfaction. We do this through customer-focused thinking, which will significantly impact our customer retention and growth, and therefore increased revenue. We are deeply customer obsessed and solve for customer pain through data driven insights and an innovation mindset. The Expert Network team is at the core of this as we innovate, experiment, learn, pivot, and scale. In this role, you will be part of a leadership team that is at the center of creating and delivering world class customer experiences and an environment that facilitates our experts in doing the best work of their lives. In this role, you will lead a team responsible for delivering world class customer experiences through our partner network. You will be the advocate and voice of this growing team, and a key leader in scaling support to deliver on product support and growth targets. You will be accountable for driving performance across multiple partner expert teams with efficiency and rigor, leading change management, advocating for platform improvements, as well as coaching your leaders to deliver on new levels of support and engagement with our high value customers. Responsibilities • Champion a customer and Expert experience focused environment, drive the Expert Network delivery teams and work with internal and external partners to deliver experiences that resolve customers issues, drive loyalty, and enable revenue growth., • Lead operational performance of our Expert Network teams, delivering on experience, operational expenditure and performance targets,, • Be a critical strategic thought partner in improving the product support experience and evolving the role of our product support experts who work to support our mid-market and accountant customers., • Design solutions that drive customer growth and scale across our service offerings., • Foster a culture of innovation through experimentation and partner with our Thrive continuous improvement and technology teams to remove friction and position our experts to deliver exceptional experiences., • Driving end to end thinking with our sales, product and CS teams, advocating for our customers and experts and helping to deliver product and services experiences that exceed customer expectations, • Partner with forecast, demand, and experience teams to determine and improve accuracy and precision in our forecast and operational performance, • Work with Ops Strategy & Finance Partners to align on operational and financial plans and deliver to target, • Provide thought leadership on the strategic direction and priorities of our CG Expert Services organization and create compelling expert talent strategies to exceed our Consumer Platform expectations., • Establish and own a robust calibration and performance review process to ensure high caliber team performance., • Excel in a dynamic growth environment where high velocity change is seen as an opportunity to grow., • Partner with technology teams to bring the power of the platform to experts., • Create and promote an “advocacy” culture and mind-set across the organization, which places emphasis on delighting customers in everything that we do., • Lead and inspire a highly engaged workforce through frequent communication, goal setting, performance management and creating a positive environment of trust, transparency, and clear expectations. Qualifications Proven track record of success and significant experience in a fast-paced organization, leading customer centric operations and teams. The ideal candidate is a: • Customer Experience Advocate: 7+ years of leading customer experience, removing friction and delivering stellar human customer experiences., • Premium Experience Delivery – experienced delivery leader for high value, complex customer groups, • Team and Talent Builder: Has substantial leadership experience and a proven track record as a talent steward with proven history of hiring, managing and developing a high performing and engaged team. Experience leading large scale teams of over 200 a plus., • Boundaryless Leader: Cross-functional leadership experience, partnering to influence different functions at all levels, • Product and Business Acumen: Customer champion with a design mind-set and demonstrated strengths in improving or designing new customer and expert experiences. Has developed clear and compelling business cases that support prioritization of work and investments., • Customer Success and Support Expert: Proven ability to lead and develop large scale customer success teams and foster a high performance culture in a virtual environment through internal and partner workforce. Experience delivering customer experiences for Consumer Platform customers a plus., • Change Leader: Experience in a dynamic work environment, managing and executing complex system and organizational change initiatives., • Communicator: You will be fluent in English and have excellent written and verbal communication skills including an ability to communicate complex issues simply. Proficient in MS Word, Excel, and PowerPoint, • Bachelor's degree or equivalent practical experience, MBA or focus in Accounting/Finance/ Tax a plus, • Minimum of 7 years of experience primarily in service delivery, customer success or account management in a people leadership role Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: San Diego, CA - $182,000-$246,500.

Job DescriptionA fast growing and and entrepreneurial real estate development and construction firm is seeking a hands-on Controller to lead their financial operations. The ideal candidate is someone who enjoys rolling up their sleeves, implementing systems and controls, and bringing structure and accuracy to a growing business. You’ll lead a small team, collaborate closely with project leaders and ownership, and play a vital role in financial communication with external investors. Responsibilities include: • Lead all day-to-day accounting operations, including GL, AP/AR, payroll, and job costing, • Month-end close reconciliations and journal entries, • Prepare and distribute monthly financial statements to investors and ownership, • Manage and mentor a team of 3, • Establish and improve internal controls, policies, and financial processes to support scalability, • Oversee job costing and collaborate with project managers to ensure accuracy and transparency on project financials, • Manage cash flow forecasting, budget vs. actuals, and project-level reporting, • Work directly with external CPAs on tax planning, compliance, and audit preparation Requirements: • Bachelor’s degree in Accounting, Finance, or related field, • 7 years of progressive accounting experience, • Experience managing and developing small teams, • Strong real estate industry experience, • Experience with job costing and WIP schedules, • Comfortable working in a fast-paced, hands-on, entrepreneurial environment If this position is of interest please apply, alternatively if you would like to discuss your job search and other Accounting & Finance opportunities please email your resume to Paul Gould, Managing Partner: Next Level Resources, Inc. is a professional staffing firm dedicated to finding exceptional Accounting and Finance talent on a permanent and consultant/interim basis for clients throughout San Diego County.

Job Description A well-established company is seeking an experienced, hands-on Controller. The ideal candidate will consistently demonstrate professionalism, integrity, and a collaborative mindset. This role oversees financial reporting, compliance, payroll, and day-to-day finance operations, while also contributing to financial strategy and offering insight-driven recommendations to company leadership. The Controller will work cross-functionally with HR and Operations to ensure alignment across budgeting, labor compliance, and business planning. This is a full-time, exempt position based onsite, Monday through Friday from approximately 7:00AM to 3:30PM with additional hours as needed to meet business demands. Salary Range: $110k - $160k We offer a competitive benefits package including PTO, paid holidays, medical, dental, vision coverage, bonus opportunities, and retirement plan with company match, opportunities for professional development, and more. *Recent construction payroll experience is required for this role Responsibilities: • Oversee monthly financial reporting, reconciliation, and compliance tasks, • Ensure all financial reporting and accounting practices comply with GAAP and internal policies, • Support financial planning, budgeting, and forecasting activities, • Oversee and ensure accuracy of weekly payroll including state/federal prevailing wage, payroll-related deductions, and benefits reporting, • Manage labor compliance for prevailing wage subcontractors, • Monitor and review insurance, fringe, and benefit programs, records, and invoices for accuracy, track down and correct discrepancies, • Conduct financial audits, tax filings, and regulatory reporting, • Coordinate monthly closing procedures and year-end financial activities, • Collaborate with internal departments to support job-cost tracking and financial adjustments, • Oversee asset management, • Partner with HR on workforce compliance, reporting initiatives, and workforce planning where applicable, • Oversee various annual reports and audits, • May perform other duties as assigned Qualifications and Skills desired: • 4 year degree in Accounting/Finance, • Must be proficient in account reconciliation, construction payroll, asset management, receivables, payables, financial auditing and reporting, • Superior attention to detail, excellent organizational skills, and the ability to accurately navigate large and detailed databases while working with confidential information, • Collaborative and able to work effectively across multiple departments and levels of the company, • Excellent written and oral communication skills; ability to adjust communications according to the audience, • Minimum five years’ experience in Construction, • Experience managing payroll/accounting staff, including direct supervision of at least one team member, • Must be able to pass a drug screen and a background check, • Professional references are required Equal Opportunity Employer - Veterans/Disabled

Job Description PrideStaff is seeking a motivated and detail-oriented Customer Service Representative to support a growing organization in San Diego. In this Business Customer Support role, you will serve as a key point of contact for business clients, ensuring a positive experience by resolving payment, invoicing, and account-related inquiries. This is a direct hire opportunity with a company that offers training on proprietary systems, and benefits package after 60 days. Key Responsibilities: -Serve as the primary point of contact for business customers through phone, email, and chat. -Address inquiries related to payment processing, including transaction errors and payment method issues. -Assist with invoice clarification, billing discrepancies, and account statement resolutions. -Leverage knowledge of business operations to assess client needs and offer appropriate solutions. -Document customer interactions and resolutions in the CRM system. -Collaborate with internal departments such as finance and sales to resolve complex service requests. -Ensure a high standard of service by delivering accurate and timely information. Preferred Qualifications: -Minimum of 1.5 - 2 years in customer service, client support, or administrative support roles. Previous experience in finance, billing, or payment processing is highly desirable. -High School Diploma or equivalent required; Associate’s or Bachelor’s degree in Business, Finance, or related fields preferred. -Proficient in Microsoft Office Suite (Word, Excel, Outlook). CRM experience is a plus. The company will provide training on proprietary software. -Exceptional verbal and written communication skills. Bilingual abilities (e.g., Spanish, Mandarin) are a strong plus. -Strong problem-solving ability, time management, organizational skills, and customer-first mindset. Perks & Benefits: -Direct hire position with a reputable company. -Benefits package after 60 days. Company DescriptionPrideStaff is a national staffing organization, delivering innovative solutions to the challenges employers face every day. Over the years, PrideStaff has been a consistent industry leader, developing technology and service processes that allow our organization to deliver superior performance. With locations across the United States, we're well positioned to partner with clients and candidates to ensure a successful match of employee talent with customer needs. When it comes to your success, we leave nothing to chance! Our Mission: Consistently provide client experiences focused on what they value most.PrideStaff is a national staffing organization, delivering innovative solutions to the challenges employers face every day. Over the years, PrideStaff has been a consistent industry leader, developing technology and service processes that allow our organization to deliver superior performance. With locations across the United States, we're well positioned to partner with clients and candidates to ensure a successful match of employee talent with customer needs. When it comes to your success, we leave nothing to chance! \r\n\r\nOur Mission: Consistently provide client experiences focused on what they value most.

Digital Marketing firm seeking a Supply Chain Analyst onsite in San Diego, CA! This Jobot Job is hosted by: Marcus Curiel Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $30 - $35 per hour A bit about us: We are a high-growth, data-driven eCommerce partner specializing in helping brands succeed on the world’s largest online marketplaces. Our team of strategists, analysts, and creatives work together to drive measurable performance across advertising, operations, logistics, and content. By combining deep industry knowledge with advanced analytics and proprietary tools, we help our partners unlock sustainable growth and protect their brand equity in an ever-evolving digital landscape. Headquartered in Southern California, our company supports a diverse portfolio of category-leading brands and is powered by a passionate team dedicated to innovation, transparency, and results. Why join us? Our people are our #1 priority. Our benefits include: Multiple medical plan options through Anthem Blue Cross Dental & vision insurance (including orthodontia and annual exams) Pet benefit program with savings on vet care, products, and services Paid vacation (accruing up to 120+ hours/year with rollover and cap) Paid holidays annually Coverage for spouses/domestic partners and dependents under 26 Benefits begin the first of the month after your hire date Job Details Role: Amazon Supply Chain AnalystLocation: San Diego, CA 92101 (Onsite at Symphony Towers) Compensation Range: $30–$35/hr Non-exempt What you will do: Oversee Supply Chain Operations: Manage purchasing and inventory for Amazon and Walmart clients, ensuring smooth flow across fulfillment channels and warehouses. Forecast & Optimize: Analyze sales data to predict demand, adjust orders, and balance supply with cash flow goals. Problem-Solve & Resolve: Identify delivery or quality issues, collaborate with managers, and implement solutions that keep clients satisfied. Collaborate & Communicate: Build strong relationships with internal teams, warehouses, and clients to align on goals and resolve challenges. Track & Report: Maintain accurate records of inventory, orders, and financial transactions while supporting clients with ad-hoc supply chain requests. Skills: Up to 2 years of experience in supply chain, logistics, or related roles. Strong analytical skills with an understanding of cash flow and profitability management. Proficiency with Microsoft Excel, Google Sheets, or similar data tools. Familiarity with inventory and logistics management (Amazon FBA or similar fulfillment environments). Excellent communication, organizational, and negotiation skills. Bachelor’s degree in Supply Chain, Finance, Business, or related field (or equivalent work experience). Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job DescriptionTHE OPPORTUNITYThe Deputy Chief Banking Officer (DCBO) role represents a pivotal leadership opportunity within a rapidly growing, relationship-focused financial institution. As the Bank continues to scale in size, sophistication, and market influence, the DCBO will serve as a force multiplier for the Chief Banking Officer, elevating commercial banking performance, expanding market presence and delivering client experience that distinguishes the Bank as the trusted partner of choice for high-value clients and businesses. This is a highly visible and influential executive role that directly shapes the Bank's revenue engine. The DCBO will help lead the evolution of the banking strategy, unifying relationship management, credit partnerships, and operational delivery in a cohesive approach that delivers disciplined performance while enabling strong and sustainable growth. Stepping into this position means building upon an already strong foundation guided by the Chief Banking Officer’s leadership, capitalizing on a highly skilled banker bench, a strong credit culture, and a differentiated market offering. The DCBO will enhance execution by strengthening productivity, operational alignment, and market responsiveness through scalable frameworks designed to keep pace with the Bank’s growth trajectory. In partnership with the CBO, this leader will help advance a culture where bankers are empowered to deliver proactive guidance, deepen relationships, and expand the Bank’s presence within prioritized commercial and private client segments. This position offers a meaningful opportunity to partner in leading the evolution of a unified and high-performing banking organization. Under the direction of the Chief Banking Officer, the DCBO will support efforts to reinforce a consistent sales culture centered on accountability, client success, and disciplined performance. They will collaborate cross-functionally to reduce friction in the delivery model, enhance speed and transparency in deal execution, and support the development of clearer pathways for banker growth including competency models, coaching programs, and talent succession plans that strengthen the division’s bench both now and for the future. Supporting the advancement of the relationship management function is central to the role’s purpose. The DCBO will help unlock banker potential through structured sales enablement, enhanced resource coordination, and improved internal partnership between front-line teams and Treasury, Operations, and Product leaders. By championing clearer expectations, aligned performance measures, and improved support systems, this role contributes to greater accountability while helping bankers accelerate ramp-time, strengthen internal mobility, and expand client relationships with greater confidence. As a key contributor to the Banks’s long-term vision, the Deputy Chief Banking Officer will help drive market growth, portfolio strength, and financial performance across the Bank’s commercial footprint. Working in close alignment with the executive team, the DCBO will ensure that talent, operational capabilities, and portfolio growth strategies remain synchronized and forward-looking. This role plays a vital part in elevating both the employee and client experience by reinforcing a culture of excellence that strengthens loyalty, drives results, and supports the Bank’s sustained success. Roles & Responsibilities Onboarding & Development • Partner with new Relationship Managers during their first 90 days to accelerate learning, build confidence, and ensure successful integration into the CalPrivate culture., • Deliver structured onboarding, training and coaching sessions focused on sales processes, client engagement and compliance., • You develop leaders by offering personalized coaching, constructive feedback, and career growth support., • Guide sales team in executing tailored business development plans that foster long-term, high-value client relationships., • Regularly review performance metrics, sales reports, and pipeline activity to identify trends, gaps and opportunities., • Deliver timely reporting and insights to the Chief Banking Officer regarding sales performance, team development, and coaching outcomes., • Lead group coaching sessions and best practice workshops to foster peer learning and collaboration., • Partner with leadership to identify ongoing training needs and implement development programs that elevate effectiveness., • Promote a culture of accountability, resilience and excellence within the sales organization., • Reinforce proactive portfolio management practices, early-warning monitoring and strong underwriting alignment with Credit Administration, resulting in improved asset quality, reduced turnaround times, and stronger credit decision transparency for bankers and clients. Build a High-Performance Talent Bench • Implement standardized expectations for performance, communication, and reporting across regional teams improving visibility into results, reinforcing accountability, and enabling timely intervention to support services. THE INDIVIDUALThe successful candidate is an accomplished commercial banking executive who combines strategic vision with hand-on learning and a deep commitment to exceptional client experience. They are a builder by nature, skilled at scaling teams, strengthening portfolio growth, and enhancing operational effectiveness through disciplined sales execution and strong credit acumen. This leader brings a proven track record of developing high-performing bankers, fostering cross-functional collaboration, and driving profitable expansion within competitive banking markets. With strong executive presence, data-driven decision-making, and the ability to inspire trust across the organization, the ideal candidate thrives in environments of growth and transformation and consistently elevates both talent performance and organizational culture. Professional Experience + Qualifications • A minimum of fifteen (15) years in banking or financial services, with a strong emphasis on business development, client relationship management, and sales leadership., • A minimum of ten (10) years in sales management, coaching, or leadership role., • nCino SME, leveraging the platform to streamline sales processes and enhance client management., • Proven tract record of success in commercial or private banking sales leadership., • Demonstrated ability to coach and develop high-performing sales professionals., • Strong analytical and reporting skills, with the ability to translate data into actionable insights., • Excellent interpersonal and collaboration skills, including the ability to build trust and influence across teams., • Leading by Example: Demonstrating and fostering, by example, a sense of urgency, strong commitment/accountability, serving others above self, client-focus and sound decision making to achieving goals., • Inspirational: Encouraging and inspiring colleagues and subordinates to stretch beyond what they thought they could accomplish., • Business Acumen: Knowledge of the competitive landscape, current and emerging practices, products, and services within the industry., • Professionalism: Display a level of professionalism that inspires confidence in team members and clients/prospects., • Vision and Purpose: Embrace and communicate CalPrivate’s vision, its goals and its business needs; dedicated to success; inspires and motivates., • Dealing with Change: Can effectively cope with change; adaptable and inclined toward change., • Conflict Management: Make conflicts opportunities for improvement; strives for win/win resolutions., • Client Focus: Dedicated to meeting the expectations of customers by applying first-hand client information; establish and maintain effective client relationships while balancing the Bank’s and the client’s interests., • Ethics and Values: Adheres to code of conduct; and rewards right behaviors.

Job DescriptionDescription: Vice President and Transportation Business Line Lead Southwest Strategies Group is seeking a full-time Vice President and Transportation Business Line Lead to join our Southern California team. As a senior leader, this role is instrumental in guiding client strategy, advancing business development efforts, and shaping the firm’s transportation vision. This position requires a strategic thinker with deep expertise in public outreach, infrastructure communications, and strong relationships across the transportation industry. The role leads high-profile client initiatives, develops communication strategies, and serves as a trusted advisor to executives and policymakers. Internally, this leader will support business growth, mentor team members, and forge strategic partnerships to position the firm for major opportunities. The ideal candidate is a results-driven leader with a proven track record in fast-paced, high-stakes environments. Southwest Strategies Group is focused on building leaders in our industry and community. With over 120 professionals with diverse backgrounds and experience, our team is uniquely positioned to meet stakeholders where they are. We approach every project as a trusted partner, leveraging our decades of expertise to provide custom strategies that help our clients get results. Position: Location and Travel: Roles hired in San Diego operate on a hybrid schedule, with 3 days onsite in the San Diego Headquarters. Roles outside of San Diego are primarily remote with varying expectations of visits to satellite offices and clients. Travel is required up to 20-30% of the time. Additional travel may arise to accommodate project demands and conference participation. This role will include early mornings, evenings, and weekends as required. Salary Range: $140,000 - $180,000 (dependent on experience) Essential Functions/Responsibilities • Forecast staffing needs for all transportation business line projects and contracts, regularly reporting fluctuations in staffing needs to the SVP, Client Excellence, Chief People Officer and VP of Finance, • Support key company initiatives and promote company positions and needs with junior staff, • Manage all budgeting and invoicing for transportation business line clients as well as forecast costs for proposed strategies, • Present strong project management skills, which is defined as the ability to oversee all aspects of a project at a detailed level and leading client interactions independently, without requiring additional oversight from senior leadership (SVP and above), • Build and maintain meaningful relationships with targeted, high-level external audiences, contributing to the company’s overall engagement and business development efforts in various industries and markets, • Serve as a positive role model who actively coaches junior staff by providing constructive feedback and coaching discussions, • Coach supervisorial staff (Managers and Directors) towards maximizing performance, and ensure they have the resources needed to provide the best possible product to the client. This includes coaching staff towards internal utilization targets, • Maintain an understanding of current transportation industry-related public outreach, public affairs, engagements and communications best practices, tactics and tools to provide strategic direction to clients, • Work closely with Executive Committee members to develop and drive strategic direction in order to meet organizational communications goals, • Develop and manage a team towards execution of strategic communication programs that could include community relations, public outreach, public affairs, social media, media relations, CEO positioning, etc., • Oversee a mix of small to large-scale communication-related projects, managing deliverables, budgets, timelines and teams to ensure expected outcomes are delivered on time and on budget, • Review collateral such as fact sheets, maps, eblasts, press releases, etc. and ensure the best product is being put forth to the client, • Experience managing and supporting transportation industry communications and public outreach across all phases of an infrastructure project – planning, design, environmental review, construction, and operations, • Deep understanding of key policy issues in the transportation industry and ability to translate highly technical jargon into 3rd grade comprehension level, • Familiarity with construction outreach management and demonstrated experience collaborating with contractors and other third-party organizations to support transportation project development, • Experience managing complex, multilingual public outreach campaigns and understanding of how to reach traditionally underserved populations through culturally conscious strategies and tactics, • Develop and manage all transportation business line proposals, leading all stages of the process. This may include qualifications, strategy and approach development, proposal planning, interview preparations and execution and more, • Actively search for business opportunities by attending networking and community events, participating in professional associations and meeting informally with government contacts and other potential referral sources, • Must actively manage personnel. This includes regular coaching and feedback through 121s, quarterly and annual review cycles, and ad-hoc coaching conversations, • Contribute to companywide professional development efforts, including, but not limited to leading internal development courses, working one on one with staff on coaching scenarios and feedback, encouraging junior staff to shadow meetings for learning purposes, and more, • Work across all SWS Group brands and actively advocate/search for opportunities for further integration in client work across the brands, • 15+ years of relevant experience in transportation public outreach/public affairs or a related field, • 10+ years of agency experience OR 5+ years of agency experience and 10+ of in-house experience with a local or state transportation agency, • Bachelor's degree in a related field, • Proven ability to manage large projects as well as small teams on one or more sizable accounts, • Continued management of an account for a minimum of 3 years, • Experience managing both retainer and hourly billable projects, • Experience supporting transportation infrastructure projects, • Average monthly utilization of 85% or higher (internal applicants only), • Management of two or more significant client accounts, with a combined minimum revenue target between combined accounts, • Supervision of a team of staff members on major accounts, • Experience as a direct supervisor of more than three staff, including participating in regular review cycles for direct reports, • Willingness to work on any company project, including projects across verticals, as asked, • Generation of three or more quality business leads per year that result in submitted proposals or add to monthly revenue targets, • Regularly serve on at least one high profile community or industry-specific board or commission, • Attends a minimum of six non-client community events per year, • Available to work weekends or extended hours as needed, • Meetings with non-client contacts (i.e., business referral sources) in government, business or media a minimum of six times per year, • Travel is required up to 20-30% of the time. Additional travel may arise to accommodate project demands and conference participation