Banking and Financial Services Jobs in Chula Vista, CA
27 positions found — Page 2
We are seeking a dynamic and motivated Senior Tax Manager to manage tax engagements, deliver high quality tax services to our clients and help develop other members of the firm. The position offers excellent opportunities for leadership and career advancement.
Job description
- Review complex federal and state income taxes for Individual, Partnership, Corporate and Trust tax returns
- Build new and existing client relationships and demonstrate knowledge of client industries
- Prepare internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS, Treasury Department, or other taxing authorities
- Provide technical training
- Participate in staff mentorship program to manage performance and development of staff members
- Manage multiple clients, budgets and productivity goals
- Embrace the growth of the practice by implementing thoughtful leadership proposals, and collaborating with other professionals to identify new market opportunities
Qualified candidates will possess the following
- CPA certification
- Master’s Degree in Taxation a plus
- Minimum of 10 years recent experience in public accounting with a national, large regional or technically proficient local firm
- 3 or more years of supervisory experienceWell versed in advanced corporate, partnership, and individual returns
- Proficient accounting and analytical skills
- Proficient computer skills: experience with ProSystem Tax a plus
- Excellent interpersonal, oral, and written communication skills
- Detail oriented and able to manage multiple projects efficiently
- Strong project and people management skills with enthusiasm for developing engagements
Our benefits include
- Competitive salary
- Health, dental, life, long-term disability insurance
- 401(k) plan
- New business and employee referral bonuses
- Professional dues
- Continuing education
- Free parking
Annual base pay: $150,000 - $250,000 plus bonus up to 25%
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities- Champion a culture of innovation and a customer centric mindset
- Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
- Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
- Five plus years lending or credit support related experience with a focus on business relationships
- Understanding of Commercial Banking products and services
- Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
- Ability to collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding sales goals
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
- Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
- Deep local connections and market knowledge
- Bachelor’s degree and formal credit training preferred
- Sales management, business development skills, proficiency in building and maintaining positive client relationships
- Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
- Excellent business judgment, strategic thinking, self-directed, proactive and creative
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Located in La Jolla, San Diego.
Eligible for Director Incentive Plan.
Elevate your career with Scripps Health, where Compassion Meets Excellence.
Invest, Empower & Belong. At Scripps Health, your potential is limitless. We're more than a healthcare provider; at Scripps, you will join a community where your views, beliefs, and values are celebrated. Grow through industry-leading development programs and empower yourself to deliver innovative care. Be a part of an extraordinary team, impacting health in beautiful San Diego.
Why join Scripps Health?
AWARD-WINNING WORKPLACE:
At Scripps Health, your ambition is empowered, and your abilities are appreciated:
- Nearly a quarter of our employees have been with Scripps Health for over 10 years.
- Scripps is a Great Place to Work Certified company for 2025.
- Scripps Health has been consistently ranked as a top employer for women, millennials, diversity, and as an overall workplace by various national publications.
- Beckers Healthcare ranked Scripps Health on its 2024 list of 150 top places to work in health care.
- We have transitional and professional development programs to create a learning environment that enables you to thrive in your specific field as well as in your overall career.
About the role:
The Director of Investments will oversee Scripps Health's investment portfolio and provide leadership in managing and analyzing the organization's investment strategies. This role includes performing independent analysis of portfolio elements, evaluating potential investment managers and strategies, and ensuring compliance with investment policies and objectives. The Director will also serve as one of the primary liaisons with Scripps Health's investment consultant, ensuring robust reporting, policy adherence, and preparation of materials for the Investment Subcommittee.
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The ideal candidate will have over five years of experience in lending and strong client relationship management skills.
The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships.
A bachelor's degree is preferred.
This position offers the opportunity to directly impact market growth and innovation strategies.
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Wonderist Agency is a full-service marketing agency that supports 1,000+ dentists around the country. We pride ourselves on ditching the old fashioned marketing model of stock photos and templated sites. We strive to tell our clients’ stories with bespoke brands, impactful photo and video shoots, and stunning website design (Here is a great example of our work: )
We’re a team of over 70+ passionate marketers nestled in sunny San Diego. We are walking distance from local hangouts, bars, and the famed Liberty Station. While many companies simply check the required boxes when it comes to culture, a well-balanced team and positive office culture has been the core of our success from the start. We are a social team at heart, and that is one constant that hasn’t changed with all the movement this economy and industry has seen. We have embraced a hybrid work model where local team members come in at least two days a week. This allows us to work from home and have flexibility, without altogether forgoing the excitement and moments of collaboration and inspiration you can only get from in-person time. Not to mention, we also genuinely enjoy spending time together and socializing.
We celebrate new ideas and prioritize a culture of trust and respect where team members can grow and take risks. Each quarter we host events under our four cultural pillars; health & wellness, personal & professional development, social good, and social. We are proud to have been named one of San Diego Business Journal’s Best Places to Work in 2018, 2021, 2022 and 2023, made the Inc 5000 Regionals Fastest Growing Companies 2021, 2022 and 2024, made the San Diego Business Journal’s Fastest Growing Private Companies list in 2019, 2020, 2022, and 2023, made the Inc Best Workplaces list in 2024 and made the Inc. 5000 for the last 6 years (2019-2025)!
If you work at Wonderist, you likely enjoy a challenge, appreciate autonomy, actually care about clients, and are looking for a team that you can enjoy being part of.
Job Description
Wonderist Agency is seeking a strategic and results-driven Chief Financial Officer (CFO) to lead all financial planning, forecasting, reporting, profitability management, and financial operations across the company. If you are passionate about financial strategy, budgeting, variance analysis, reporting, KPI development, and building scalable financial systems, we want to hear from you!
Key Responsibilities
- Oversee daily financial operations including cash flow, AP/AR, expense tracking, and spending approvals
- Review weekly revenue pacing, margins, staffing ratios, labor efficiency, and churn indicators
- Support department heads with financial insight and resource planning
- Approve contracts, vendor agreements, and financial commitments
- Manage team of 2-5 financial analysts and their growth and job duties.
- Provide weekly updates on KPIs and financial performance to the CEO and leadership team
Monthly
- Lead the month-end close process including reconciliations, journal entries, and financial accuracy checks
- Produce monthly financial statements with variance analysis and insight-driven commentary
- Update rolling 12-month forecasts for revenue, staffing, expenses, and cash flow
- Deliver monthly dashboards for MRR, churn, departmental margins, and operational KPIs
- Oversee payroll, commissions, and incentive compensation calculations
- Lead quarterly forecasting, budgeting, and scenario planning
- Present detailed financial reviews during QBRs with leadership
- Re-evaluate pricing models, profitability, and cost structures each quarter
- Support quarterly board or investor reporting as needed
- Adjust KPIs and financial targets based on business performance
Essential Functions: What You’ll Do
Financial Strategy & Leadership
- Financial Strategy Development: Create and maintain Wonderist’s long-term financial plan, aligning strategy with company goals and growth priorities.
- P&L Management: Oversees full profit and loss performance, ensuring financial targets are met through strategic budgeting, forecasting, and cost management.
- Pricing & Profitability Leadership: Evaluate pricing, margins, and labor efficiency. Recommend improvements across service lines to maintain strong profitability.
- Revenue Forecasting: Build and maintain detailed revenue forecasts incorporating client count projections, retention trends, churn risk, service line growth, and sales pipeline probability. Update revenue pacing weekly and create multiple scenarios for conservative, likely, and aggressive growth outcomes.
- Cost Forecasting: Develop forward-looking cost models covering labor, overhead, contractor usage, software tools, marketing spend, and capital needs. Ensure all expenses are aligned with company targets, budgets, and profitability goals.
- Client Count Forecasting: Track expected new clients, projected churn, expansion revenue potential, and seasonality. Partner with Sales and CSM to maintain an accurate client count forecast that drives revenue and hiring decisions.
- Hiring Forecasts: Build hiring plans tied to revenue forecasts, capacity models, utilization rates, and department load. Determine when and where additional staff is needed, and forecast the financial impact of new hires.
- Bonus & Compensation Projections: Build models for quarterly and annual bonus programs, including projected payouts based on KPIs, profitability targets, and individual/department performance. Ensure all compensation projections are tied into the master budget.
- Scenario Modeling: Create multi-scenario financial models assessing the impact of pricing changes, hiring adjustments, churn events, new service lines, and major expenses. Present best-case, worst-case, and most-likely outcomes.
- Budget Leadership: Lead the annual budgeting process and quarterly reforecasting cycles. Ensure department budgets reflect current business reality and future strategic goals.
- Cross-Department Collaboration and Business Decision Support: Work with Operations, Sales, CSM, Creative, SEO, and Web teams to gather inputs for forecasting, including hiring timelines, workload expectations, and client lifecycle trends.
Reporting & Performance Analysis
- KPI Management: Build, maintain, and monitor a comprehensive KPI framework that tracks the financial health of the company. This includes MRR, churn, client count, average revenue per client, gross margin by department, EBITDA, cash position, utilization, staffing ratios, labor efficiency, revenue pacing, and forecast accuracy. Identify trends early and proactively flag risks or opportunities to leadership.
- Financial Reporting: Produce accurate, timely monthly financial packages that include P&L, balance sheet, cash flow, budget-to-actual comparison, margin analysis, and departmental financial performance. Provide clear variance explanations and actionable insights so leaders understand what changed, why it changed, and what adjustments should be made.
- Data Analysis: Analyze historical financial performance, departmental trends, service-line profitability, and operational efficiency using spreadsheets, custom reporting, and internally developed dashboards. While the company does not currently have a BI platform, explore options for implementing a scalable BI tool and lead its future integration. In the meantime, consolidate data from QuickBooks, payroll systems, time-tracking, CRM, and internal reports to create a unified financial view.
Controls, Compliance & Financial Operations
- Financial Controls: Design, implement, and maintain strong internal controls that ensure accuracy, completeness, and reliability across all financial processes. Establish clear approval workflows, spending policies, and monthly reconciliation procedures. Ensure compliance with GAAP standards and maintain audit-ready documentation at all times. Oversee tax compliance, coordinate with external accountants or auditors, and ensure that all filings are timely, accurate, and aligned with regulatory requirements.
- Cash Management: Develop and manage a forward-looking cash flow strategy that ensures stability, operational readiness, and long-term health of the business. Monitor cash inflows and outflows daily, forecast future liquidity needs, and maintain appropriate reserve levels for risk mitigation. Manage banking relationships, negotiate favorable terms when applicable, and ensure the company’s cash position supports hiring plans, investments, bonuses, and other strategic initiatives.
- Accounting Liaison and Bookkeeping Liaison: Reviewing month-end numbers, reconciling issues, ensuring reporting integrity.
Cross-Functional Collaboration & Support
- Departmental Partnership: Serve as the primary financial resource for Operations, Sales, CSM, Creative, Web, and SEO teams. Provide each department with customized financial insights, including budget guidance, margin expectations, capacity modeling, and cost considerations. Help leaders understand the financial implications of staffing decisions, workload distribution, project timelines, and client retention trends. Build financial literacy across departments by translating data into clear, actionable direction.
- Strategic Support: Partner with leadership to guide high-impact decisions related to pricing, hiring plans, service expansion, compensation models, resource allocation, and new product development. Evaluate the financial viability of new initiatives and provide scenario analysis that outlines risks, ROI expectations, and long-term impact. Act as a strategic thought partner who brings financial clarity to creative and operational decisions.
- Manage Team: Manage an outsourced team of analysts and bookkeepers. Create schedule for workflow, key document due dates and support them in their day to day growth and job duties.
- CFO Hub Relationship Management: Serve as the primary liaison between Wonderist and CFO Hub, ensuring alignment on month-end close accuracy, reporting timelines, reconciliation quality, and financial process improvements. Oversee deliverables, hold vendors accountable to agreed-upon standards, and ensure the partnership strengthens internal financial operations rather than merely supporting them. Provide clear direction, review outputs, and elevate issues to maintain a high level of performance.
- CPA & Tax Strategy Collaboration: Work closely with Wonderist’s external CPA firm to ensure proactive tax planning, compliance, and optimization. Coordinate tax filings, quarterly estimates, annual strategies, and long-term tax planning initiatives. Maintain open communication with the CPA team to identify opportunities for tax savings, evaluate entity structure implications, and support financial decisions with fully informed tax considerations.
- Financial Vendor Oversight: Manage relationships with all external financial partners—including payroll providers, benefits administrators, banking contacts, and potential BI or financial tooling vendors. Ensure each partnership adds measurable value, integrates smoothly into Wonderist’s financial workflows, and aligns with company goals. Participate in vendor evaluations, negotiate terms when needed, and ensure financial tools are selected and implemented strategically.
Core Competencies: What you’ll bring to the role
Leadership & Initiative
- Resourceful and Confident Self-Starter: Able to take ownership of financial responsibilities, work independently, and consistently drive results without heavy oversight.
- Trustworthy: Operates with a high degree of confidentiality, integrity, and reliability while working closely with the executive team.
- Thought Leadership: Brings forward strong financial insight and long-term strategic thinking to support the company’s growth and direction.
Client Relationship Excellence (Internal)
- Financial Support Partner: Provides clear financial guidance to internal teams, supporting informed decision-making across departments.
- Communication Expert: Able to explain complex financial data in simple, actionable terms that are easy for non-financial teams to understand.
- Relationship Builder: Builds trust and credibility with cross-functional leaders by providing reliable, thoughtful, and collaborative financial support.
Problem-Solving & Adaptability
- Solutions-Oriented: Quickly diagnoses financial and operational issues, proposes clear solutions, and adapts to evolving business needs.
- Strong Decision-Making: Makes sound, timely decisions under pressure using data, judgment, and strategic insight.
- Adaptable: Comfortable navigating ambiguity in a fast-paced environment and adjusting priorities as needed.
Organization & Process Management
- Process-Driven: Creates, improves, and maintains financial processes that support clarity, accuracy, and operational efficiency.
- Project Manager: Capable of managing multiple financial initiatives simultaneously while meeting deadlines and maintaining high-quality outputs.
- Analytical Strength: Uses strong analytical skills to interpret financial data, evaluate trends, and support data-driven decisions.
Communication & People Skills
- Clear Communicator: Presents financial information in a professional, concise, and understandable way to stakeholders at all levels.
- Empathetic Leader: Connects authentically with team members and provides thoughtful guidance that supports growth and collaboration.
Alignment with Company Values
- High Standards of Work: Demonstrates accuracy, rigor, and pride in all financial outputs. Avoids sloppiness and holds a high bar for quality.
- Cultural Fit: Embodies Wonderist’s values of trust, creativity, continuous improvement, and positive collaboration.
Biggest Challenges For This Position
Managing forecasting accuracy in a hybrid subscription + project-based agency model
Scaling financial systems for growth
Balancing profitability across multiple service lines with different cost structures
Performance Metrics
The success of this role will be measured by:
- Forecast accuracy
- EBITDA and departmental margin performance
- MRR stability and reduced churn risk
- Budget adherence and cost optimization initiatives
Soft Skills
- Integrity
- Accountability
- Team collaboration
- Clear communication
- Reliability
- Commitment to high-quality work
This Role’s Requirements
- Advanced financial modeling
- Strategic thinking
- Ability to simplify complexity
- Strong analytical judgment
Hard Skills
- Microsoft Excel & Google Sheets (Advanced)
- Financial modeling and forecasting (Advanced)
- Accounting and reporting Best Practices (Advanced)
- Experience with QuickBooks
- BI dashboard experience (Looker Studio, Tableau, or similar)
Minimum Qualifications:
- 7+ years in finance leadership roles
- Expertise in budgeting, forecasting, and financial reporting
- Strong GAAP knowledge
- Experience managing P&Ls in a service-based business
- Familiarity with project management tools such as
Bonus Points for Applicants With…
(if you don’t have these but are organized and want to learn, we want to hear from you!)
- Agency, SaaS, or dental industry experience
- CPA, CFA, or MBA
- M&A or investor reporting experience
- Experience implementing financial systems or BI dashboards
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SEA 21, NAVSEA’s Director of Surface Ship Maintenance, Modernization, and Sustainment is seeking professional support services (PSS) to support the Government's existing organization, personnel, knowledge, and processes.
SEA 21 integrates sustainment and maintenance strategies, modernization plans, training needs, and technical, logistics, and programmatic efforts to best manage the lifecycle of U.S. and partner Navy surface ships and systems from fleet introduction through transfer or disposal.
SEA 21 is the dedicated life cycle management organization for the Navy's in-service surface ships and is responsible for managing
critical modernization, maintenance, training, and inactivation programs.SEA 21 provides wholeness to the fleet by serving as the primary technical interface, ensuring surface ships are modernized with the latest technologies and remain mission relevant throughout each ship's service life. The organization also maintains inactive ships for future disposal, donation, or transfer, to include follow-on technical support to our partner navies.
The salary for this position is $74,500-$77,300.
Duties include
Collect, review, and analyze information in order to make recommendations to the Government.
Define the nature and extent of problems.
Analyze relevant data, which may include annual revenues, employment, cost performance, schedule or expenditures.
Interview managers and employees while observing their operations.
Develop solutions to problems.
In the course of preparing recommendations, understand the nature of the organization, the relationship it has with others in the Government, and its internal organization and culture.
Prepare and solve mathematical models.
Report findings and recommendations to the Government.
Reports are usually submitted in writing, but oral presentations regarding findings also are common.
For some projects, management analysts are retained to help implement the suggestions they have made.
Required Skills and Experiences
Required:
- Minimum of 5 years professional experience related to labor category
Preferred:
- 7 years professional experience related to labor category
- Experience supporting a DoD component.
Degree Requirements
Required:
- Minimum of 5 years professional experience related to labor category
Preferred:
- Bachelor's degree in any field.
- Must be a U.S. citizen
- A secret security clearance.
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This role involves overseeing daily financial operations, managing a team of financial analysts, and ensuring profitability across service lines.
The ideal candidate must have 7+ years of finance leadership experience, strong analytical skills, and be well-versed in budgeting and reporting.
Join a dynamic team that values creativity and collaboration in a hybrid work environment.
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