Banking and Financial Services Jobs in Diamond Bar California

• Minimum 1+ year of experience in medical billing, A/R follow-up, or revenue cycle management

• Strong understanding of EOBs, denial codes, and payer guidelines (HMO, PPO, Medi-Medi)

• Experience with insurance collections (payer-focused, not patient collections)

• Excellent communication and teamwork skills

• Strong attention to detail and time management

• Referrals really pay off! Do you know of someone in healthcare looking for work? Refer them to MediQuest and earn up to $500 per referral depending on the type of position they accept!
• No limit to the number of referrals you provide, or the amount of money you can earn! Anyone can earn a referral bonus, not just MediQuest Candidates!
• Restrictions apply, please contact your local MediQuest Representative for more details.

Controller

Location: North Orange County, CA | Fully Onsite

Compensation: $150,000–$160,000 base + bonus

Must hold active CPA in California

We are partnering with a stable, profitable manufacturing company to hire a hands-on Controller. This role works closely with a long-tenured CFO and leads all accounting operations across multiple facilities.

Key Responsibilities

• Lead monthly, quarterly, and annual close in full GAAP compliance
• Maintain strong internal controls and oversee audits and tax compliance
• Manage manufacturing cost accounting, inventory, and variance analysis
• Support budgeting, forecasting, and financial analysis
• Partner with operations to improve margins and processes
• Lead and develop an accounting team (3–5 direct reports)
• Support ERP systems and continuous improvement initiatives

Required Qualifications

• Active CPA license in California (required)
• Bachelor’s degree in Accounting or Finance
• Strong GAAP accounting and internal controls experience
• Manufacturing industry background (highly preferred)
• Proven team leadership and management experience
• Stable job history with long-term tenure
• ERP experience (NetSuite, SAP, Oracle, or similar)
• Comfortable wearing many hats in a hands-on environment

Why This Role

• Long-term leadership opportunity
• Stable and profitable manufacturing environment
• High visibility role working directly with the CFO
• Competitive base salary, bonus, and full benefits

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, dedication to our communities, and commitment to excellence in everything we do.

L3Harris is the Trusted Disruptor in defense tech. With customers' mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security.

L3Harris Hiring Event – El Segundo, CA

Must have a minimum of 3 years relevant experience and be eligible to obtain a DOD Secret Security Clearance, which requires US Citizenship. Please note, this event is not for recent or new college graduates.

Date: Wednesday, March 25th

Time: 2:00 - 6:00pm

Location: DoubleTree by Hilton Hotel LAX El Segundo (1985 East Grand Ave, El Segundo, CA)

We will be interviewing and hiring for the following positions to work out of our office in Yorba Linda:

• Systems Engineers
• Electrical Engineers
• Software Engineers
• Manufacturing Engineers
• Quality Engineers
• Program Managers
• Finance (Program Finance and Accounting)

Click 'APPLY NOW' to register for this event.

In compliance with pay transparency requirements, the salary range for this role in California is $76,500 - $284,000. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. L3Harris also offers a variety of benefits, including health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance, parental leave, paid time off, and company-paid holidays. The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining agreements.

L3Harris Technologies is proud to be an Equal Opportunity Employer. L3Harris is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. L3Harris maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law.

Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information.

By submitting your resume for this position, you understand and agree that L3Harris Technologies may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions.

L3Harris Technologies is an E-Verify Employer. Please click here for the E-Verify Poster in English or Spanish. For information regarding your Right To Work, please click here for English or Spanish.

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.

Customer Service Rep (Banking / Financial Industry)

Location: San Dimas, CA 91773 (Must be local to the area)

Duration: 3–9 Month Contract (project-based; potential for extension based on business needs)

Pay Rate: $25/hour (Weekly pay + benefits available)

Schedule: M-F Full-time start times either 7:30am or 8am– 5:30 PM (schedule may rotate)

About the Role

We are seeking a Customer Service Representative with banking, credit union, or mortgage industry experience to support a high-volume contact center during a system merger initiative.

This role is phone-heavy (majority of the day on calls) and requires someone comfortable assisting customers across a wide range of banking-related inquiries. You will serve as a one-stop support resource, helping customers resolve questions efficiently before escalation when possible.

Key Responsibilities

• Handle 50–80 inbound calls daily assisting customers with account inquiries, transactions, and general banking support

• Provide accurate, efficient, and professional customer service in a fast-paced environment

• Assist customers with a variety of financial topics (accounts, loans, general banking questions)

• Perform light cross-selling of products/services when appropriate (no aggressive sales required)

• Accurately document call details, notes, and transactions in internal systems

• Manage email communication and follow-ups with strong attention to detail

• Navigate multiple systems while maintaining accuracy and efficiency

• Follow company policies, procedures, and compliance standards

• Collaborate with team members and escalate issues when needed

Required Qualifications

• High school diploma or equivalent

• Minimum 1+ year of experience in banking, credit union, or mortgage industry (REQUIRED)

• Customer-facing experience within banking (e.g., teller, member services, banking support)

• Comfortable working in a phone-heavy role (majority of the day on calls)

• Must enjoy speaking on the phone with customers

• Basic computer proficiency (typing, navigation, data entry, email communication)

• Strong attention to detail and accuracy

• Professional phone etiquette and communication skills

• Ability to follow directions and document information clearly

• Strong written communication (for notes and email follow-ups)

• Ability to work onsite in San Dimas, CA

Bonus – Not required

• Prior call center experience (high-volume calls)

• Experience with cross-selling or upselling (any industry — retail, restaurant, banking, etc.) *This is not sales – its offering options to customers.

• Bilingual (English/Spanish) – a plus

Additional Information

• This role is fully onsite in San Dimas, CA

• Assessment required (approx. 1.5 hours) covering typing, computer skills, communication, and attention to detail

• Must have reliable transportation

• Candidates must be comfortable working on the phone for most of the day

Junior Tax Advisor (Enrolled Agent – EA)

Location: Irvine, CA (Onsite)

Compensation: $72,000–$80,000 base + monthly bonus

Great opportunity for an entry level EA with their enrolled agent certification. Great company culture, benefits and growth potential. 

Overview

• Junior-level tax resolution role supporting clients with IRS matters
• Client-facing position managing assigned cases from start to resolution
• Onsite role in a fast-paced, team-based environment

Key Responsibilities

• Manage a small portfolio of complex tax resolution cases
• Serve as main point of contact for assigned clients
• Review financials, IRS notices, and compliance gaps
• Request, collect, and review client documentation
• Prepare resolution packages, including Offers in Compromise
• Partner with Tax Professionals and Tax Preparers
• Explain options, timelines, and next steps to clients
• Maintain clear and accurate case notes in the system
• Flag risks, issues, and items needing escalation

Requirements

• Active Enrolled Agent (EA) certification required
• 1+ year experience in tax resolution or EA role
• Experience with IRS collections and complex cases
• Solid understanding of IRS procedures
• Strong written and verbal communication skills
• Highly organized with strong time management
• Comfortable handling multiple cases at once
• Experience using CRM or case management tools

The client seeks a visionary and strategic Executive Director to lead their organization into a new era of impact, growth, and national visibility.

This role is central to championing a movement that leverages debate as a powerful tool for academic and personal development among thousands of students from underserved communities.

Debate is not just an extracurricular activity but a transformative experience that builds critical thinking, research, and communication skills while fostering confidence and civic engagement.

Formed in 2004, the client is a national nonprofit that serves as the cornerstone organization for a network of 20 Urban Debate Leagues across the United States.

These leagues deliver transformative debate programs annually to over 12,000 middle and high school students, most of whom come from communities with limited resources.

Despite challenges such as increased responsibilities at home, lack of conducive learning spaces, and unreliable internet accessespecially exacerbated by the pandemicthe client and its partners have remained committed to sustaining and innovating debate programs.

These initiatives have helped students continue to thrive in this formative activity, which provides a much-needed outlet and community for many.

The impact of the clients work is evidenced through higher graduation and college enrollment rates among its debaters.

Students in the network are 70% more likely to graduate on time compared to their non-debate counterparts, and 96% of network seniors plan to attend college.

Participants also exhibit significant gains in literacy, critical thinking, and academic performance.

Beyond academics, the client fosters leadership development, equipping alumni to become future leaders in various fields and engaged civic participants.

The mission focuses on advancing debate education in urban public schools to amplify youth voices and instill the confidence needed for future success.

Through debate, students discover their passion for learning and are empowered to succeed, graduating as engaged civic leaders with enhanced college and career opportunities.