Banking and Financial Services Jobs in Rancho Cucamonga, CA
8 positions found
About Auris
Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.
Job Summary
Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).
Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.
During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.
Responsibilities
- Responsible for prospecting new clients
- Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
- Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
- Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
- Attend weekly team meeting and weekly one-on-one with leader
- Additional responsibilities may be assigned as needed
Minimum Qualifications
- 18 years of age or older
- Valid Driver’s License and valid automobile insurance
- Successful completion of pre-employment background check
- Must live in area relative to job posting location
- At least two years of relevant experience
- Excellent prospecting, communication, presentation, and networking skills
- Works well independently and as part of a team
- Incentive-driven sales “hunter”
- Professional demeanor and impeccable integrity
- High sense of urgency and innate sales talent
- Enjoys cold-calling and speaking with people face to face
- Accountable for measurable, high-quality, timely results
- Ability to be in the field, a minimum of 50% of the time
Preferred Qualifications
- High school diploma/GED
- Prior experience in a B2B Sales role
- Prior experience with a CRM tool, such as Salesforce or Hubspot
Competencies
- Awareness
- Driven
- Resilient
- Respectful
- Committedness
Compensation (pay transparency) and Benefits
- It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
- We're not messing around with compensation. A first-year professional may expect an average of $120,000 - $170,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity.
- We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.
***State Specific***
Nevada and Colorado
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
Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements:
High School Diploma or GED
Sales, Collections or Customer Service experience
Bilingual - Spanish
Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
~ Employee Stock Purchase Plan (10% share discount)
~ Tuition reimbursement
~ Paid sick leave as determined by state or local ordinance (prorated based on start date)
~11 Paid holidays (4 floating holidays, prorated based on start date)
~ OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
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.
Remote working/work at home options are available for this role.
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
- Bilingual - Spanish
Preferred:
- Sales, Collections or Customer Service experience
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days' vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
- Bilingual - Spanish
Preferred:
- Sales, Collections or Customer Service experience
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days' vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Salary: $300,000
- $400,000 per year A bit about us: Join a high-growth company in a pivotal executive leadership role where you’ll build financial infrastructure, drive strategic decisions, and guide a national footprint toward scalable success.
Our client is a dynamic, growth-oriented company with a strong operational presence across hundreds of U.S.
locations.
The business is in expansion mode, backed by a collaborative leadership team and a culture rooted in execution, innovation, and long-term vision.
With a lean, entrepreneurial approach, the organization values hands-on leadership, data-driven decisions, and building systems that scale.
Why join us? Take ownership of finance, accounting, IT, and strategy across a multi-location, high-growth platform Drive automation, operational efficiency, and infrastructure improvements that support national expansion Work side-by-side with executive leadership to influence direction, investment, and scalability Be part of a fast-paced, agile company where your impact is direct and your contributions visible Job Details We are seeking a highly strategic and operationally focused Chief Financial Officer (CFO) to join a fast-paced, growth-oriented organization with a national footprint.
This executive leadership role is responsible for overseeing all financial functions—including Accounting, Finance, Treasury, Tax, IT, and Strategy—while also serving as a key partner to the CEO and executive team.
This is a hands-on role ideal for a finance leader who thrives in fast-scaling environments and enjoys rolling up their sleeves to drive meaningful improvements across systems, processes, and teams.
The ideal candidate has led the financial function for a multi-site organization with 300+ locations nationwide, has experience managing $700M+ in revenue, and has a proven track record of building financial infrastructure, improving operational efficiency, and supporting strategic growth initiatives.
This role requires local presence and will not consider remote or out-of-market candidates.
Key Responsibilities Financial Leadership & Strategy Own all aspects of financial management including budgeting, forecasting, P&L oversight, and cash flow Deliver accurate and timely financial reporting, KPIs, dashboards, and analytics to support executive decisions Serve as a strategic advisor to the CEO and leadership team, providing insight into financial risks, opportunities, and overall company performance Develop and execute financial strategies that support short- and long-term business objectives Infrastructure & Systems Optimization Design and implement scalable systems across Finance, Accounting, and IT departments Drive automation, standardization, and simplification of financial workflows and processes Evaluate and modernize ERP, accounting platforms, and reporting tools to support growth and efficiency Lead the integration of new systems and ensure cross-functional alignment Accounting & Compliance Oversee general ledger, AR/AP, inventory, tax compliance, and internal controls Ensure compliance with GAAP and all applicable federal, state, and local regulations Manage internal audits and develop safeguards against fraud and financial mismanagement Partner with external stakeholders including banks, auditors, tax advisors, and consultants Team Leadership & Development Lead and mentor high-performing teams across Accounting, Finance, and IT Establish clear goals, performance metrics, and development paths for team members Promote a culture of accountability, transparency, and continuous improvement Collaborate cross-functionally with department heads to support operational and financial alignment Growth & Business Planning Develop capital allocation strategies to support investment in growth initiatives Conduct financial modeling and scenario planning to evaluate expansion, new services, or strategic partnerships Participate in high-level business planning, identifying opportunities for margin optimization, cost reduction, and increased profitability While not required, experience with M&A and post-acquisition integration is considered a plus Ideal Candidate Profile Proven track record as CFO or VP of Finance in a multi-location, national organization Experience overseeing $700M+ in revenue Demonstrated success leading finance and accounting functions for 300+ retail/field-based locations Deep experience rebuilding infrastructure, automating financial processes, and modernizing systems Strong background in cash flow management, cost controls, and strategic forecasting Hands-on leadership style with the ability to be both a strategic advisor and operational executor Exceptional communication skills; able to clearly present financial concepts to non-financial audiences and executive leadership Stable, upwardly mobile career progression with a history of long-term roles and consistent advancement Collaborative, humble, and high-integrity approach to leadership Required Qualifications Bachelor’s degree in Finance, Accounting, or related field required CPA or CMA strongly preferred MBA or advanced degree is a plus Minimum 15 years of experience in financial leadership, with at least 10 years managing accounting/finance teams Experience in a high-growth, lean, or entrepreneurial environment is highly valued Must be located in-market and able to work on-site with leadership and teams Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
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You can reply STOP to cancel and HELP for help.
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Salary: $28
- $30 per hour A bit about us: One of North America's leading high-quality seasonings and foods companies in the United States, Canada and Mexico.
Why join us? Jobot Consulting offers: Health Insurance PTO 401k eligibility Job Details Talent Acquisition Sourcer to join our team 3mths to perm (contract to perm) to play a critical role in identifying and engaging top talent for both hourly and salaried positions across our organization.
This individual will be the first point of contact for candidates, responsible for creating a positive impression and effectively “selling” our company and opportunities.
Located onsite in Ontario, CA.
Candidate Research & Sourcing Utilize platforms such as Indeed, SeekOut, LinkedIn Recruiter, and other sourcing tools to identify qualified candidates.
Build and maintain talent pipelines for high-volume hiring needs in the food manufacturing industry.
Research and understand labor markets in the Midwest and Western U.S.
regions where our plants are located.
Candidate Engagement Serve as the initial point of contact for candidates, ensuring a professional and engaging experience.
Communicate the value proposition of our organization and roles to attract top talent.
Screen candidates for basic qualifications before passing them to recruiters or hiring managers.
Market Intelligence Stay informed on industry trends, competitor hiring practices, and regional labor market conditions.
Provide insights to the Talent Acquisition team to improve sourcing strategies QUALIFICATIONS Minimum 2+ years of sourcing experience in a high-volume environment, preferably in food manufacturing or related industries.
ATS experience is a MUST, iCIMS ideally Skills: Proficiency with sourcing tools (Indeed, SeekOut, LinkedIn Recruiter, etc.).
Strong communication and interpersonal skills; ability to influence and engage candidates effectively.
Knowledge of Midwest and Western U.S.
labor markets.
Highly organized, detail-oriented, and able to manage multiple requisitions simultaneously.
Comfortable working in a fast-paced environment with tight deadlines Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
