Banking and Financial Services Jobs in California

• Bachelor's degree in related area and / or equivalent experience / training.
• Basic knowledge of enterprise risk management; insurance; forecasting and analysis; accounting; knowledge of common organization-specific computer application programs; knowledge of organizational processes and procedures; understanding of organization rules and regulations.
• Basic interpersonal skills, customer service orientation, active listening skills, and organizational skills.
• Effective ability to communicate verbally and in writing.
• Basic ability to use critical thinking and analytical skills to solve problems.
• Basic knowledge of information technology (IT) software and database management.

• Associate in Risk Management (ARM).
• Knowledge of Department of Justice criminal background check processes and policies.
• Effective multi-disciplinary collaborative teamwork problem-solving skills.
• Knowledge of digital accessibility requirements and implementation skills.

• Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
• The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
• As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
• As a condition of employment, you will be required to comply with the University of California on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.
• Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations.
• Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

• UC Sexual Violence and Sexual Harassment Policy
• UC Anti-Discrimination Policy
• Abusive Conduct in the Workplace

Location: San Francisco, CA, US, 94111

Group: Investment Group

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• Identify and assess investment opportunities in companies spanning across various sectors and across capital structures.
  
• Perform deal evaluation, due diligence, industry/company analysis and financial modeling, supporting the USA investment team.
  
• Monitor market trends and closely track existing portfolio assets to propose investment/divestment making decisions.
  
• Constantly develop and renew industry/sector knowledge as well as macro and regulatory changes.
  
• Establish and cultivate relationships with companies, corporate partners and other relevant institutions.
  

• 
  
• Bachelor's degree or equivalent in Business Administration, Finance, Accounting, Economics, Engineering (any field) or related field of study; and
  
• 5 years of progressively responsible experience in any job title/occupation/position involving in midsize or large investment banking or private equity companies with a global presence.
  
• Must include 5 years of experience in each of the following:
  
• Qualitative and quantitative analysis of companies to support investment decisions;
  
• Utilizing general accounting and financial principles, including financial modelling and valuation analysis;
  
• Market research and usage of third-party data sources, including S&P Capital IQ or FactSet; and
  
• MS Office suite, including Excel and PowerPoint.
  
• Telecommuting permitted up to 1 day per week.
  
• Requires up to 10% domestic & International travel.
  

Internal Referrals for this position are eligible for the Employee Referral Program.

Work Location: 101 California Street, Suite 3700, San Francisco, CA 94111
Hours: M-F, 40 hours/week
Salary: $221,400 to $273,000/year

To apply, please visit , Ref. 11790

Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland

JOB SUMMARY

Responsible for business development from the wholesale channel and mortgage brokers. The Wholesale Account Executive will be responsible for the residential loan production in the western region for the State of California.

DUTIES

• Responsible for business development from external partners and mortgage brokers (Wholesale Lending) to generate new mortgage loans.
• Respond to customer inquiries and referrals that are generated from own contacts and from other business channels.
• Conduct interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information.
• Provide complete loan applications to processing personnel.
• Ensure exceptional customer service by overseeing loan process from origination to close and providing on-going communication to customers and business partners.
• Coordinate and review loan documentation for loan closing.
• Assist manager in implementing business plan and marketing strategy to achieve the Bank’s financial objectives and CRA goals.
• Cross sell other bank products and services.
• Provides leadership, training and support to less experienced staff members in the department.
• Perform other duties as assigned.

QUALIFICATIONS

• EDUCATION: College degree preferred.
• EXPERIENCE: Minimum 3 years of experience in originating mortgage loans with a track record of business development.

SKILLS/ABILITIES

• Extensive knowledge of mortgage loan and government lending guidelines
• strong business development skills
• PC proficient in Word and Excel and Encompass
• Excellent verbal and written communication skills
• Bilingual in Mandarin is required.

Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.

WHY WORK FOR US?

Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance

Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Company Description

Ignition Leadership is a selective leadership accelerator designed for ambitious early-career professionals who want to run real businesses, not just manage tasks.

Through structured development, operational immersion, and high-accountability coaching, Ignition prepares high-potential leaders to take ownership of performance, teams, and financial outcomes.

Graduates of the Ignition Manager in Training pathway are placed into leadership roles at Stress-Free Auto Care, a fast-growing, tech-forward automotive platform operating across multiple states.

Ignition turns potential into operational leadership.

Role Description

This is a full-time, on-site leadership development role based in Northern California, Southern California, or Texas.

As a Manager in Training (MIT), you will enter the Ignition Leadership pathway and be placed into operational leadership at Stress-Free Auto Care. From day one, you will learn how to run a modern, data-driven auto repair operation while developing the leadership skills required to manage teams and own financial performance.

This is not a classroom program. It is hands-on business leadership.

You will progress through a defined career path:

• Year 1: Manager in Training → Assistant General Manager

• Year 2: General Manager (full P&L ownership)

• Years 3–4: Senior General Manager (multi-location leadership)

• Year 5+: District Manager (regional oversight)

High performers advance quickly and take on significant operational responsibility.

Responsibilities

• Learn and execute all aspects of shop operations

• Lead technicians and service advisors

• Manage workflow, staffing, and daily performance

• Deliver exceptional customer experience

• Drive revenue and operational KPIs

• Use financial and operational data to improve performance

• Support hiring, coaching, and team development

• Transition into full P&L ownership as you advance

Qualifications

• Bachelor’s degree required

• 0–3 years of professional experience

• Strong leadership potential and ambition

• Excellent communication skills

• Analytical mindset with a bias toward action

• Comfortable in fast-paced, hands-on environments

• Willingness to relocate for advancement (preferred)

JOB SUMMARY

Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act.

DUTIES

• Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes;
• Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies;
• Assist customers and staff with loan-related inquiries;
• Perform loan account maintenance;
• Ensure compliance with all applicable government, investors, and bank regulations;
• Perform other duties as assigned

QUALIFICATIONS

• EDUCATION: AA degree or equivalent
• EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus

SKILLS/ABILITES

• Strong interpersonal and customer service skills
• Positive attitude
• PC proficiency in Microsoft Office
• Detail-oriented and follow-through skills.

Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.

WHY WORK FOR US?

Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance

Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Director of Learning

Purpose of the Role

The Director of Learning is responsible for defining, tracking, and implementing high-absorption learning experiences that advance Ernest’s most critical business initiatives.

Within the Learning function, this role represents the content creation segment of the alignment model. The Director translates identified business needs into well-designed learning objects and partners with stakeholders downstream to plan for execution, reinforcement, and sustained integration of learning into day-to-day behaviors.

This role reports to our SVP of Learning and provides direct leadership to the Learning Architect team, which is responsible for building learning experiences that drive real adoption and measurable behavior change.

What Success Looks Like

• Creating clear expectations and alignment with internal clients and business leaders
• Delivering learning initiatives on time and within defined scope
• Leveraging the right mix of internal and external resources to execute effectively
• Accurately forecasting development and delivery hours
• Achieving high adoption and sustained use of learning content
• Ensuring every learning experience follows a Beginning–Middle–End–Interconnection mindset
• Maintaining strong stakeholder alignment throughout development

Core Responsibilities

• Translate business needs into scalable, high-impact learning experiences
• Manage learning projects end-to-end
• Lead, coach, and develop the Learning Architect team
• Serve as Editor-in-Chief for all learning materials
• Create and execute communication strategies for learning launches
• Track adoption, effectiveness, and continuous improvement

Required Capabilities

• Experience editing and producing high-quality e-learning
• Creative thinking and comfort with ambiguity
• Learning project management and development experience
• Strong communication and stakeholder partnership skills

A financial services firm is seeking a Corporate Event Planner to support in-person and virtual meetings, webinars, and events. The position is fully on site at their office in San Francisco.

Job Details

• Plan and execute virtual and in-person meetings, conferences, webinars, and events
• Act as point-person for day-of support – for both daytime and evening events
• Manage and administer virtual platforms
• Negotiate contracts with vendors
• Source and plan staff coverage for all events
• Coordinate with catering, audio-visual, and other vendors
• Salary Range: $100,000 - 115,000 annually, based on experience

Skills and Qualifications

• 3+ years’ experience in corporate event planning
• Able to provide occasional early morning and evening support
• Personable and customer service oriented
• Tech savvy, with experience administering Webinars via platforms such as Zoom
• Excellent time management and organizational skills

Gainor provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender (including gender identity and expression), age, national origin, immigration status, marital or familial status, citizenship status, ancestry, physical or mental disability, genetic information, reproductive health decision making, veteran or military status, or any other characteristic or status protected under applicable federal, state, or local law.

The VP, Treasury Management (TM) Product Manager serves as the strategic and operational owner of assigned Treasury Management products, providing full lifecycle leadership and direction. This role drives product strategy based on bank objectives, client needs, market insights, and innovative thinking. The position emphasizes new product development and roadmap execution while also overseeing day‑to‑day product management activities.

Responsibilities:

• Manage FX product capabilities activities
• Establish required processes, assess inherited risks, and develop policies, procedures and controls to mitigate risks
• Implement and provide ongoing management and monitoring of the FX Ops and processes
• Demonstrate deep knowledge of FX products including SPOT, derivatives (Forwards, Windows, NDFs, SWAPs, Vanilla Options), FX deposits, interbank trading, international payments, settlement processes, and risk mitigation
• Lead day-to-day FX operations activities to meet established goals and appropriate turnaround time to meet regulatory requirements for time sensitive activities
• Monitor productivity and proactively implement process improvements to ensure service quality, service level agreements and Operational Excellence
• Establish and implement KRI and KPI metrics for tracking operational efficiency improvement
• Implement processes to ensure that FX Operations complies with all federal, state, local laws and internal Bank policies
• Perform periodic review of all processes including 3rd party vendor processing and audit of their process
• Respond to internal and external audit requests and findings and implement remediation actions to any identified noncompliant processes or areas of concern
• Perform all project duties as assigned by management
• Participate and assist in new FX department initiatives involving technology, new products and improving client delivery of services
• Perform other duties as assigned

Qualifications:

• Bachelor’s degree in finance, Accounting, Business Administration, or Economics
• CTP certification, preferred
• Minimum of 5 years’ exposure to FX Operations and all FX related products
• Advance knowledge of Foreign Exchange products and transactions and Deposit Account regulatory and compliance requirements
• Strong FX Operations knowledge
• Strong analytical and process improvement capabilities with accomplishment of efficiency gains/cost savings
• Exceptional written and verbal communication skills - Ability to effectively interact with all levels of the organization including senior management
• Excellent decision-making, problem solving and organizational skills with the ability to multi-task in a fast-paced environment
• Ability to build effective relationships internally with multiple business units

POSITION SUMMARY

Responsible and accountable for the management, operation and training of the administration, warehouse and fleet function within Hispanic Brand operations including but are not limited to: petty cash, invoicing, credit, collections, customer payments, money orders, sales route settlement, inventory controls, fixed asset tracking, fleet and warehouse equipment maintenance, order documentation, maintenance of permits to comply with regulatory requirements, organization and rotation of product, physical inventories, cycle counts and safety. The Regional Administrator may function as administrator of the branch where they are based.

ESSENTIAL JOB FUNCTIONS:

• Manage the office administrator accounts receivable responsibilities, such as collections and application of all funds, including cash, checks, ACH, and money orders. Support the office administrator to ensure proper documentation is provided and approved by sales management for all promotions, credit memos, and inventory/order returns. Assists in the conversion of customers to lockbox/ACH payments.
• Manage and audit office administrator to ensure accounts receivable, route settlements, accounts payable, expense reimbursements, petty cash account, weekly bank reconciliations, fix assets, fleet, DOT, FMCSA, licenses, and permits to ensure they are up to Sigma standards.
• Manage and oversee warehouse operations, including receiving, staging, picking orders, finished goods warehouse inventory reconciliations and controls, accurate inventory entries in SAP, cleanliness of the facility, proper food safety measures, and route inventory controls. Ensure department coverage during vacations and critical business periods.

• Manage and oversee warehouse material handling equipment maintenance, rentals, replacement plans, and timely processing of invoices. Responsible for refrigerated warehouse maintenance and breakdown repairs with service providers. Responsible to maintain warehouse's temperature range of temperatures and following up with management when the threshold exceeds 40F.
• Maintain weekly or daily communication with sales team members on current A/R status, inventory discrepancies, code dates, or other process issues. Maintain frequent communication with Talent and Culture to manage employees' topics. Provide accurate reporting of accidents or injuries to management, safety, Talent, and culture.
• Manage KPI objectives, including but not limited to Days Sales Outstanding (DSO), Cases per Man Hour (CPMH); provide recommendations to ensure KPIs are achieved; prepare and audit internal fixed asset disposal form (D1)
• Develop and maintain a culture with a strong focus on administrative responsibilities and controls that are independent of the Sales Department.
• Manage and supervise processes and procedures,s and escalate any issue to management that will impact financial results, the safety of the public or company employees, the law, or company policy.
• Manage internal and external audit requirements and findings to ensure action plans are developed, approved, and executed.
• Train, coach, and develop team members, including the administrative and warehouse team.
• Holds weekly meetings with direct reports and attends a weekly meeting with Director of Hispanic Brand Administration and Warehouse.
• Regional Branch administrators that do not have office administrators in the assigned CEDI will have all Office Administrator responsibilities on top of this Job Description.
• Other duties as assigned

MINIMUM QUALIFICATIONS:

• High school diploma, GED or equivalent.
• Four (4) years of progressive management and supervisory experience.
• Four (4) years of experience in bookkeeping, Accounts Receivable, Accounts Payable, route cash settlement, inventory controls, and fleet controls.
• Experience in SAP ERP modules Finance (FI) Controlling (CO) and Material Management (MM).
• Advanced skills with Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Stable job history.

License/Certifications

• Valid Driver's License and MVR.

Preferred Qualifications

• Bachelor's degree in accounting, business, finance, logistics or operations.
• SAP experience in Plant Maintenance (PM) for fleet management.
• Bilingual fluency in English and Spanish, reading, writing & speaking.

Federal Motor Carrier Administration (FMCSA) & Department of Transportation (DOT)

KNOWLEDGE, SKILLS & ABILITIES (KSA's):

• Proficient with Microsoft office, including skills with Outlook, Word, and Excel

ENVIRONMENTAL/WORKING CONDITIONS

• Ability to travel up to 40% of the time.

PHYSICAL REQUIREMENTS:

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.

• Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing.
• Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices such as the telephone.
• While performing the duties of this job, the employee is regularly required to stand, walk, sit, use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; talk and/or hear.
• Specific vision abilities required by this job include close vision and the ability to adjust focus.
• The employee must occasionally lift or move office products and supplies, up to 50 pounds, stand for extended periods, and work in warehouse dry, refrigerated, and freezer conditions.

Hello Everyone,

Greetings!

Job opportunity for Senior Data Analyst with a Music Company. I 'll include the description below for your review- If you feel interested feel free to a apply.

Job Title: Senior Data Analyst

Location: San Francisco, CA(Hybrid)

Duration: 6-12 Months(Possible Extensions)

Pay $70 per hr on w2.

Role Overview

We are looking for a Senior Data Analyst with a strong investment banking background and experience in M&A modeling. This role will support financial analysis, deal evaluation, and strategic decision-making through data-driven insights.

Key Responsibilities

• Build and maintain financial and M&A models.
• Support potential mergers and acquisitions analysis.
• Evaluate CIMs (Confidential Information Memorandums).
• Develop high-quality presentations and reporting for stakeholders.
• Perform data-driven financial analysis to support strategic initiatives.

Required Skills & Experience

• Investment banking experience.
• Experience in potential M&A modeling.
• Strong PowerPoint and Excel skills.
• Experience evaluating CIMs.

Immediate Opening – Experienced Litigation Attorney

Miller Waxler LLP is seeking a Professional Liability Attorney with experience in handling business litigation. The candidate would be joining a growing, dynamic firm of eleven attorneys that prioritize teamwork and the delivery of high-quality legal representation to the firm's clients.

Responsibilities will depend on the candidate, but will ideally include the management of a full litigation caseload and working cases from inception through resolution, including communicating with clients and providing status reports, taking and defending depositions, and participating in trials. The candidate will handle a wide array of professional liability matters, including malpractice cases and claims against attorneys, insurance agents/brokers, accountants, architects, and engineers.

The ideal candidate is a self-starter, able to multi-task, and comfortable working with litigation deadlines. Professional Liability defense, State and Federal court experience, discovery, deposition, law and motion, independent case handling and trial experience are preferred. The firm is looking for candidates with 6 or more years of California litigation experience.

Location is flexible. The firm has offices in Downtown Los Angeles and Brentwood. Hybrid and remote work are also options.

Salary will be commensurate with experience. Target hiring range is $180,000 - $225,000.

Successful candidates will have access to exceptional career development opportunities and a competitive total rewards package, including the potential to earn performance-based bonuses.

Qualifications and Skills:

• Business litigation experience, preferably including professional liability, legal malpractice and/or accounting malpractice experience
• J.D. from an ABA accredited law school
• Admitted in CA
• Superior academic credentials
• Excellent written and oral communication skills
• Solid foundation/experience in direct handling of all aspects of civil litigation, particularly discovery and sophisticated law and motion work
• Experience drafting and arguing dispositive motions, responses and various other pleadings
• Taking and defending depositions
• Proficiency with Microsoft Office products, Adobe, WestLaw, etc.

Anticipated Duties and Responsibilities:

• Analyze client files and evaluate complex cases with attention to detail
• Draft pleadings and motions; including summary judgment motions in both State and Federal Courts
• Propound and respond to written discovery
• Prepare for and take depositions
• Court appearances
• Legal research
• Manage relations with clients
• Trial preparation
• Participate in trials as Second Chair on appropriate cases

Please note that the stated salary range is an estimate and does not guarantee a specific offer. Actual compensation will be determined based on the candidate's experience, skills, and job-related qualifications. Base salary represents just one component of the comprehensive total rewards package offered by Miller Waxler LLP, which also includes a discretionary bonus program and a competitive benefits offering for full-time employees.

All qualified applicants will receive consideration for employment at Miller Waxler LLP without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. Miller Waxler LLP is proud to be an equal opportunity employer.

A highly respected boutique law firm is seeking a mid-level Corporate / M&A Attorney to join its growing transactional practice. This firm is known for delivering sophisticated legal services typically associated with large national firms while maintaining a collaborative boutique environment. The attorneys represent companies, investors, entrepreneurs, and high-net-worth individuals in complex corporate transactions across a wide range of industries. The firm has received multiple recognitions for its exceptional workplace culture and collaborative environment, making it an attractive platform for attorneys seeking high-level work without the bureaucracy of large institutions.

Responsibilities

• Drafting, reviewing, and revising transactional documents such as stock and asset purchase agreements, ancillary acquisition agreements, employment agreements, NDAs, limited liability company agreements, stockholder agreements, and other corporate governance documents
• Managing and supporting mergers and acquisitions transactions from inception through closing
• Coordinating with colleagues, clients, and opposing counsel to ensure deadlines and transaction milestones are met
• Advising clients on corporate governance and transactional strategy
• Working closely with partners and clients on sophisticated transactional matters

Qualifications

• 2+ years of experience handling mergers and acquisitions transactions
• Strong drafting and negotiation skills
• Excellent communication and interpersonal skills with the ability to interact directly with clients
• Ability to thrive in a fast-paced environment while managing multiple matters simultaneously
• Positive, collaborative mindset and team-oriented approach

Salary and Other Compensation:

The annual salary for this position is between $200,000 – $350,000. Factors which may affect pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate.

Benefits:

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• medical insurance
• dental insurance
• vision insurance
• 401(k) retirement plan
• 10 paid holidays annually
• generous vacation policy
• paid sick leave
• life insurance
• short-term disability insurance
• long-term disability insurance
• AD&D insurance
• business development budget
• hybrid work flexibility (up to 3 days per week remote)

Pay: $260,000.00 - $365,000.00 per year

Why This Is a Great Opportunity

• Join a premier M&A platform handling sophisticated, high-profile transactions for Fortune 500 companies, private equity firms, investment banks, and privately held businesses.
• Work on complex domestic and cross-border deals across a wide range of strategic transactions.
• Gain meaningful responsibility on headline-level matters involving acquisitions, divestitures, carve-outs, spin-offs, leveraged buyouts, recapitalizations, and strategic alliances.
• Build your career in a collaborative, elite environment known for excellence, strong mentorship, and long-term professional development.
• Step into a role that offers strong deal exposure, top-tier training, and a clear path for continued growth.

Location: San Francisco, CA, New York, NY, or Seattle, WA. This is a full-time, on-site role based in one of the firm's office locations.

Note: Must have 3+ years of law firm M&A experience handling sophisticated strategic transactions. Must be admitted in the state where practicing or eligible to waive in.

About Us

We are a top-tier law firm known for advising leading companies, investors, and institutions on complex, high-stakes business matters with practical, strategic guidance. Our team is collaborative, ambitious, and committed to excellence, client service, and professional growth. Confidential Employer.

Job Description

• Advise clients on sophisticated mergers and acquisitions and other strategic corporate transactions
• Handle domestic and cross-border transactions on both the buy-side and sell-side
• Support and manage deal execution from diligence through signing and closing
• Draft, review, and negotiate purchase agreements, ancillary documents, and transaction-related materials
• Advise on complex corporate structures and transaction strategy
• Work on acquisitions, divestitures, strategic alliances, spin-offs, carve-outs, leveraged buyouts, recapitalizations, and tender offers
• Coordinate with clients, opposing counsel, specialists, and internal teams to drive transactions forward efficiently
• Conduct legal research and analysis related to transaction structures, risk allocation, and corporate governance matters
• Take on increasing responsibility in a fast-paced, team-oriented practice

Qualifications

• 3+ years of law firm experience in mergers and acquisitions
• Significant experience handling sophisticated strategic transactions
• Experience with domestic and cross-border deals
• Experience on both buy-side and sell-side transactions
• Strong understanding of acquisitions, divestitures, strategic alliances, spin-offs, carve-outs, leveraged buyouts, recapitalizations, and tender offers
• Strong drafting, analytical, communication, and client service skills
• Strong business judgment and problem-solving ability
• Admitted in the state where practicing or eligible to waive in
• BigLaw or highly sophisticated corporate transactional background strongly preferred

Why You Will Love Working Here

• Elite M&A platform with sophisticated, market-leading work
• Exposure to major clients and complex transactions
• Strong mentorship, sponsorship, and career development support
• Collaborative culture with high standards and meaningful responsibility
• Excellent benefits and family-supportive programs
• Clear opportunity to grow into a stronger deal lawyer on an exceptional platform

JPC-742

Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance

The Los Angeles office of Akerman LLP seeks an Associate with 3 to 5 years of experience in commercial litigation for the Consumer Financial Services, Data and Technology Practice Group. Excellent legal research, writing and analytical skills, as well as federal and state court experience are required. Financial institutions litigation experience is preferred. Must possess a Juris Doctor degree from an ABA accredited law school and be a member of the California State Bar.

Annual base salary: $195,000 - $250,000

(Akerman LLP is not a lock-step firm. The exact amount of salary for this position is dependent on a variety of factors). In addition to base salary, Akerman offers an annual discretionary bonus, paid time off, professional and client development allowance, medical insurance, dental insurance, vision insurance, life insurance, disability insurance, 401k Profit Sharing Plan (employee-only contribution plan), and a parking benefit.

About the Firm

Founded in 1920, Akerman is recognized as one of the country's premier law firms, with more than 700 lawyers in 25 offices throughout the United States. To learn more about our firm, please visit us at Recognitions

• Top 100 U.S. Law Firms (The American Lawyer)
• Among the Most Innovative Law Firms (Financial Times)
• Ranked among 100 Most Prestigious U.S. Law Firms (Vault)
• Ranked among the Top Large Law Firms for Diversity (Law360)
• Ranked among the Top 30 Large Law Firms for Gender Equity (Law360)
• Leadership Council on Legal Diversity, 2023 Top Performer

Equal Employment Opportunity Policy

We are committed to providing a supportive and inclusive environment where all individuals can reach their full potential, no matter their race, color, sex, religion, national origin, age, disability, marital status, gender identity/expression, sexual orientation or genetic makeup.

Note to Search Firms

Akerman LLP will not accept unsolicited resumes or other unsolicited candidate information from Search Firms. Submissions will only be considered when a fully executed fee agreement is in place. Search firms should contact for additional information.

About Us:

Chamberlain Group is an independent financial services firm based in the Newport Beach/Irvine, CA area. For over 49 years, our boutique practice has delivered tailored wealth management solutions to business owners, ultra-high-net-worth individuals, and their families, with client net worth ranging from $50 million to $5 billion.

We specialize in investment advisory, estate and succession planning, life insurance, executive benefits, and non-qualified plans, with a steadfast commitment to preserving and growing our clients’ wealth across generations. Our firm prides itself on enduring client relationships, exceptional products and services, and a team culture rooted in integrity and stewardship.

Enjoy a vibrant workplace with a collaborative, supportive environment and unique perks that make our corporate culture truly special. Apply today to join a team dedicated to excellence and long-term success.

Opportunity:

The Wealth Management Paraplanner provides support to the Advisory team in a one-to-one working relationship, primarily to the CEO (Mike Kiley) and secondarily to other advisors.

The primary functions of this role include but are not limited to: (1) advisor support; (2) client proposals; (3) plan implementation; and (4) research, in order to support and leverage the efforts of the CEO and other advisors in all matters, meetings and events involving clients and prospects.

The Wealth Management Paraplanner must be resourceful and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The ideal individual will have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities.

The Wealth Management Paraplanner will have the ability to work independently on projects, from conception to completion, and must be able to work under pressure at times to manage a variety of activities and confidential matters with discretion.

Key Responsibilities:

Advisor Support

• Understand and implement complex strategies, including Wealth Transfer, Estate Tax Mitigation, and Charitable Strategies.
• Facilitate data collection and management.
• Receive, process, and disseminate data to team according to standard office procedures.
• Organize, prepare and/or execute client communication, including but not limited to agenda, meeting minutes, and follow up and engagement letters.
• Provide internal professional opinions, advice, and recommendations to advisors.

Client Proposals

• Manage development and maintenance of client facing materials and library.
• Complete and/or coordinate initiation, production, compiling, tracking, and archiving prospective client proposals and current client reports.
• Create case analysis, narrative, spreadsheets, schematics, and calculations.
• Prepare and deliver multi-life employer and employee communications.
• Schedule, prepare for, and participate in multi-life employee meetings.

Plan Implementation

• Coordinate, manage and/or execute implementation with client advisors and designated client team in a progressive timeline to full completion of task(s); keeping all necessary parties informed.
• Assist to help implement legal documentation for non-qualified plans, insurance, and estate planning strategies. May include follow-up with or assistance in design for non-qualified plans with attorney or legal resources to help clients implement the desired strategies.
• Collaborate in the internal maintenance of client documentation and files, including, but not limited to legal documents, meeting notes, etc.

Research

• Research client questions or strategies, which may include, but are not limited to insurance, income taxation, estate taxation, legal, and non-qualified plans.
• Continually invest time in Education (reading, researching, etc.) and share as applicable to the advisor team and/or CG staff to help maintain compliance with new rules, laws, court cases, etc.

Requirements

• Strong work tenure: 10+ years in life insurance - marketing support, and/or advisor support.
• BA/BS degree in Business, Finance or related.
• CLU, ChFC, CFP, CPA, or Law Degree.
• Measured competency in mathematics and financial spreadsheets.
• Knowledge of life insurance products and marketing techniques.
• Strong initiative, critical thinking, flexibility, accountability.
• Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines.
• Platinum-level interpersonal skills and ability to build relationships with advisors, staff, clients, client advisors, and vendors.
• Ability to work autonomously and perform well under pressure.
• Expert level written and verbal communication skills.
• Highly proficient in Microsoft Office, CRM systems, and able to develop competency in common software programs.
• Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner.
• Willingness to pursue industry licenses and designations as directed.
• Must be available to travel occasionally.

Compensation:

• Base Salary: For CA based positions, the base salary range is $175,000 - $200,000. This represents base salary range only.
• Other Compensation: In addition to the base salary, this position will be eligible to be considered for an annual performance bonuses.

Benefits:

• Performance bonus
• Health, dental and vision insurance
• 401(k)/Profit Sharing
• Paid holidays
• Paid time off

Work Location: In person

Hello Everyone,

Our Client is looking for a Senior Treasury Analyst who is skilled in treasury operations, including cash positioning, liquidity management, bank relationship maintenance.

Below are the Details

* Hybrid with 2-3 days in the Santa Clara office - no fixed days but should be available to be onsite at the required number of days

* Initial Assignment Length: 6 months with possibility of extension depending on performance and team fit

* Pay Range: $70-77/hr on W2

Duties:

The Senior Treasury Analyst is responsible for the daily oversight and execution of the company's treasury operations, including cash positioning, liquidity management, bank relationship maintenance, and support for insurance and credit facilities. This role plays a critical function in ensuring efficient use of company cash, managing letters of credit, and settling foreign exchange transactions in accordance with policy.

Key Responsibilities:

• Cash & Liquidity Management
• Monitor daily cash positioning and manage short-term liquidity needs across domestic and international accounts.
• Ensure adequate funding for operations and execute internal transfers to optimize cash usage.
• Prepare and maintain the daily cash forecast and quarterly cash flow projections.
• Banking & Treasury Operations
• Manage and maintain banking relationships, signatory authorities, and online banking platform access.
• Oversee treasury controls and compliance, ensuring adherence to internal policies and SOX requirements.
• Administer and review corporate bank account structures and fees.
• Foreign Exchange
• Confirm and settle foreign exchange (FX) trades to support business operations
• Work closely with accounting to ensure proper recording and reconciliation of FX transactions.
• Letters of Credit & Trade Finance
• Coordinate the issuance, amendment, and cancellation of standby and commercial letters of credit.
• Liaise with internal teams and banks to support trade-related finance instruments.
• Insurance & Risk Management
• Support the company's insurance program by coordinating insurance renewals, audits, and claims as needed.
• Manage the issuance of Certificates of Insurance (COIs) for customers, vendors, or other stakeholders.
• Partner with legal and procurement to ensure contractual insurance requirements are met.
• Reporting & Compliance
• Support treasury-related month-end close activities and account reconciliations.
• Assist with audit requests and provide documentation related to treasury operations.
• Maintain documentation of treasury procedures and policies.

Qualifications:

• 3+ years of experience in corporate treasury or finance roles.
• Strong understanding of cash management, banking systems, insurance coordination, and trade finance.
• Proficient in Microsoft Excel; experience with treasury management systems (TMS) and ERP platforms preferred.
• Excellent analytical, organizational, and communication skills.
• High level of integrity and attention to detail.

Education:

Bachelor's degree in finance, Accounting, or related field; CTP preferred.

* Advance proficiency with Google suite, Excel, banking portals, Netsuite and SAP

* REQUIRED: experience at large, multinational corporations. Experience only or mostly at domectic companies will not be a great fit.

• Strong analytical and critical thinking skills with precise attention to detail
• Effective written and verbal communications skills
• Project management experience a plus

Greetings for today!

Hybrid Contract job opportunity for Senior Treasury Analyst in Santa Clara, CA. I 'll include the description below for your review- Feel free to apply if you are available and interested.

Job Title: Senior Treasury Analyst

Location: * Hybrid with 2-3 days in the Santa Clara office - no fixed days but should be available to be onsite at the required number of days

Initial Assignment Length: 6 months with possibility of extension depending on performance and team fit

Duties:

The Senior Treasury Analyst is responsible for the daily oversight and execution of the company's treasury operations, including cash positioning, liquidity management, bank relationship maintenance, and support for insurance and credit facilities. This role plays a critical function in ensuring efficient use of company cash, managing letters of credit, and settling foreign exchange transactions in accordance with policy.

Key Responsibilities:

Cash & Liquidity Management

• Monitor daily cash positioning and manage short-term liquidity needs across domestic and international accounts.
• Ensure adequate funding for operations and execute internal transfers to optimize cash usage.
• Prepare and maintain the daily cash forecast and quarterly cash flow projections.

Banking & Treasury Operations

• Manage and maintain banking relationships, signatory authorities, and online banking platform access.
• Oversee treasury controls and compliance, ensuring adherence to internal policies and SOX requirements.
• Administer and review corporate bank account structures and fees.

Foreign Exchange

• Confirm and settle foreign exchange (FX) trades to support business operations
• Work closely with accounting to ensure proper recording and reconciliation of FX transactions.

Letters of Credit & Trade Finance

• Coordinate the issuance, amendment, and cancellation of standby and commercial letters of credit.
• Liaise with internal teams and banks to support trade-related finance instruments.

Insurance & Risk Management

• Support the company's insurance program by coordinating insurance renewals, audits, and claims as needed.
• Manage the issuance of Certificates of Insurance (COIs) for customers, vendors, or other stakeholders.
• Partner with legal and procurement to ensure contractual insurance requirements are met.

Reporting & Compliance

• Support treasury-related month-end close activities and account reconciliations.
• Assist with audit requests and provide documentation related to treasury operations.
• Maintain documentation of treasury procedures and policies.

Skills:

Qualifications:

• Bachelor's degree in finance, Accounting or related field; CTP preferred.
• 3+ years of experience in corporate treasury or finance roles.
• Strong understanding of cash management, banking systems, insurance coordination, and trade finance.
• Proficient in Microsoft Excel; experience with treasury management systems (TMS) and ERP platforms preferred.
• Excellent analytical, organizational, and communication skills.
• High level of integrity and attention to detail.

MSP Notes:

* Advance proficiency with Google suite, Excel, banking portals, Netsuite and SAP

* REQUIRED:

Experience at large, multinational corporations. Experience only or mostly at domectic companies will not be a great fit.

* Strong analytical and critical thinking skills with precise attention to detail

* Effective written and verbal communications skills

* Project management experience a plus

PLEASE READ THIS JOB ANNOUCEMENT IN ITS ENTIRETY. An Alameda County Job Application is required to be considered for ALL County recruitments.

Compliance and Privacy Officer

Alameda County Health, Behavioral Health Department is recruiting for its next:

Compliance and Privacy Officer

$140,088.00-$170,289.60 Annually

Placement within this range is dependent upon qualifications.

Plus, an excellent benefits package!

This is a provisional recruitment.

*For a provisional appointment, a civil service exam is not required. However, to obtain a regular position, the appointee will need to compete successfully in a County Exam when open.

This position requires CA residency.

Please do not hesitate to contact Tyler (), if you have any questions regarding the position or recruitment process.

About Us

As part of Alameda County Health, the Behavioral Health Department supports people with Medi-Cal and without insurance living with serious mental illness and substance use conditions along their path toward wellness, recovery, and resiliency. We provide services through a network of contracted mental health and substance use providers and administer the State's resources and training for behavioral health providers, case managers, and other healthcare professionals. We advocate for our patients and families and create space for personal engagement in their care.

We are outpatient specialists for mental health services for older adults and youth, substance use providers and treatment program specialists, advocates for quality improvement and patients' rights, and psychiatric and integrated health care providers.

POSITION

Under general direction, the designated program Compliance and Privacy Officer (CPO) plans, organizes, directs, monitors, and promotes an effective compliance and privacy program. This position ensures that departmental compliance programs are consistent with Alameda County Health (ACH) Standards of Conduct and core values, policies and procedures, and promote adherence to applicable federal and state laws to advance the prevention of healthcare fraud, waste, and abuse, while providing quality care and services to those served by ACH; oversee all ongoing activities related to the development, implementation, maintenance, and adherence to ACH's policies and procedures covering the privacy of and access to protected health information (PHI) in compliance with applicable state and federal laws; and performs other related work as required.

DISTINGUISHING FEATURES

This classification is in ACH and reports to the Chief Compliance and Privacy Officer and is responsible for the broad coordination of the Department's comprehensive healthcare compliance and privacy assurance program. The incumbent is responsible for coordinating and performing activities related to education, training, auditing, and investigations to ensure employee awareness and compliance with the program and may serve as project manager overseeing the development, implementation, and maintenance of related programs. This classification is distinguished from the Quality Assurance Administrator classification which has primary responsibility for day-to-day operational issues focused on the appropriate and effective delivery of services to clients whereby this classification is focused on broader departmental-wide compliance activities.

EXAMPLE OF DUTIES

NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Each individual in the classification does not necessarily perform all duties listed.

• Implements and oversees the compliance and privacy program at departmental level to ensure the program meets the state/federal requirements and is aligned with the Alameda County Health Office of Compliance Services (OCS)
• Acts as a consultative resource for the entity leadership and associates on compliance and privacy matters. Provides overall leadership on issues concerning compliance and privacy, including developing and implementing controls designed to ensure compliance with applicable laws, rules and regulations, accurate coding and billing, contract agreements and detect and deter fraud, waste, and abuse.
• Identifies compliance vulnerabilities and risks, ensures that responses to reported concerns, alleged violations of the law, and/or conflict of interest, privacy, are reported in a timely appropriate, and consistent.
• Ensures the implementation and maintenance of an effective healthcare compliance and privacy program for the entity which will include conducting relevant risk assessments and developing risk-based compliance work plans.
• Maximize current strengths of the healthcare compliance and privacy program, identify and remedy gaps, proactively assess and address emerging compliance risks.
• .Leads and participates in Compliance Team Projects and initiatives when requested (e.g., exclusion monitoring, triennial audits, etc.)
• Oversees the implementation of corrective actions and monitoring in response to identified issues, audits, and annual work plan items.
• Independently investigates or supervises the investigation of compliance or privacy concerns raised through the Agency Helpline or other reporting mechanisms.
• Ensures distribution, implementation, and education regarding compliance policies and procedures, fraud waste and abuse, conflict of interest, code of conduct, billing and documentation, HIPAA privacy, and security awareness training.
• Participates in the development and implementation of annual work plan, enterprise risk assessment, and management and aligns entity risk assessment with the Agency risk management plans.
• Chairs or co-chairs the entity compliance and privacy committees and reports to the entity and Agency level leadership on compliance matters and progress on a regularly established frequency.
• Maintains knowledge of rules and regulations (healthcare compliance, HIPAA, HITECH, state privacy laws, etc.) that impact specific service areas and the organization and acts as a subject matter expert to support and provide guidance to workforce members.
• Develops and maintains collaborative relationships with leaders and stakeholders across the organization.
• Identifies opportunities and supports efforts to build a culture of compliance.
• Performs other duties as assigned.

Compliance and Privacy Officer

QUALIFICATIONS

EDUCATION:

Possession of a bachelor's degree in public health, health care administration, social work, business administration, public administration, nursing, or a related field.

AND

EXPERIENCE:

The equivalent of four (4) years of responsible, professional-level healthcare compliance and recent experience in one or more of the following areas in a healthcare delivery setting consisting of community health clinics, hospitals, skilled nursing facilities, physician practices, health insurance plans, or other healthcare settings with a focus on regulatory compliance, quality assurance, health care law and/or administration, risk management and/or regulatory investigations.

CERTIFICATE:

Possession of a Healthcare Compliance Certificate issued by the Healthcare Compliance Association's Certification Board.

HOW TO APPLY

Please email your County of Alameda Job Application, resume and cover letter to:

Tyler ()

The application template is available online on Alameda County's Online Employment Center @

USERS can click on "Fill out an application" to fill out an application template. Once the application is completed, candidates can click on the "Review" tab to "Print My Application" or "SAVE as PDF". AN ALAMEDA COUNTY JOB APPLICATION MUST BE SUBMITTED TO TO BE CONSIDERED FOR THE POSITION.

Alameda County HCSA is enriched with a diverse workforce. We believe the best way to deliver optimal programs and services to our communities is to hire and promote talents that are representative of the communities we serve. Diverse candidates are strongly encouraged to apply.

BENEFITS

In addition to a competitive salary, employees also enjoy an attractive benefits package with the following elements:

For your Health & Well-Being

• Medical and Dental HMO & PPO Plans
• Vision or Vision Reimbursement
• Basic and Supplemental Life Insurance
• Accidental Death and Dismemberment Insurance
• Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
• Short and Long -Term Disability Insurance
• Voluntary Benefits - Accident Insurance, Critical Illness and Legal Services
• Employee Assistance Program

For your Financial Future

• Retirement Plan - (Defined Benefit Pension Plan)
• Deferred Compensation Plan (457 Plan or Roth Plan)
• Annual Cost of Living Adjustments as determined by bargaining units
• May be eligible for Public Service Loan Forgiveness
• May be eligible for up to $3,300 in annual County allowance

For your Work/Life Balance

• 12 paid holidays
• 4 Floating holidays and 7 Management Paid Leave days
• Vacation and sick leave accrual
• Vacation purchase program
• Catastrophic Sick Leave
• Employee Mortgage Loan Program
• Group Auto/Home Insurance
• Pet Insurance
• Commuter Benefits Program
• Employee Wellness Program
• Employee Discount Program
• Child Care Resources

*Benefit rates are dependent upon the management employee's represented or unrepresented classification.