Banking and Financial Services Jobs in Santa Ana, CA

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

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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

About Origence

With 30 years at the forefront of fintech innovation, we specialize in SaaS lending solutions that lead the industry. Our core mission is customer-centric, focusing on empowering Credit Unions across the United States with the tools to offer accessible, competitive lending services. We're deeply committed to enhancing the financial ecosystem for a broad network of credit unions, members and auto dealers. We invest in our greatest assets, our employees, and foster a culture of innovation and ownership through freedom and responsibility. We celebrate fiscal accountability, operational rigor and efficiency to create a sustainably healthy and robust business for the long term.

The Associate Corporate Attorney has experience in indirect lending, direct lending, financial services, privacy, and FinTech matters in the Credit Union Service Organization and licensed lender space. The Associated Corporate Attorney provides direct support for senior attorneys, is an active partner to internal business clients in addition to providing timely and accurate advice, drafts and negotiates complex and novel contracts with minimal supervision, ensures compliance with regulatory standards, and actively contributes to legal risk mitigation strategies.

What You’ll Be Doing:

• Draft, review, and negotiate a wide variety of commercial contracts, including but not limited to licensing agreements, service agreements, NDAs, data protection agreements, lender agreements, partner and lead generator letters of understanding, and other legal documents independently or at the direction of the senior attorneys.
• Provide legal advice on regulatory, compliance, privacy, and business issues affecting financial services, licensed lender, and SaaS operations.
• Conduct legal research and analysis of statutes, regulations, and case law relevant to company operations.
• Support litigation matters, including strategy, calendaring, discovery, briefings, and outside counsel involvement as needed.
• Update internal policies, procedures, and manuals.
• Monitor and interpret changes in regulatory frameworks and industry best practices affecting the credit union and licensed lender industry.
• Maintain organized legal files, and report on and track key deadlines.

The Ideal Candidate:

Education:

• Juris Doctor (J.D.) from an accredited law school and admission to the California Bar (Registration under Rule 9.46. Registered In-House Counsel accepted but must be indicated on application).

Experience:

• Juris Doctor (J.D.) from an accredited law school and admission to the California Bar (Registration under Rule 9.46. Registered In-House Counsel accepted but must be indicated on application. If admitted under Rule 9.46, please provide proof of successful bar passage, applicable state diploma privilege will not be accepted as proof of successful bar passage.).
• Minimum 2-3 years of relevant legal experience in a law firm, in-house legal department, or similar setting. 3+ years of prior experience as a non-attorney in financial services will count toward the minimum years of experience.
• Experience with financial services, licensed lender, or FinTech legal issues OR SaaS/technology company legal matters.

Specialized Skills:

• Strong drafting, negotiation, and analytical skills.
• Excellent communication and stakeholder management capabilities.
• Ability to prioritize and manage multiple assignments under tight deadlines.
• Experience advising on regulatory compliance (e.g., consumer financial protection statutes, data privacy, software licensing).
• Exposure to commercial technology contracts or subscription services.
• Prior exposure to litigation support or regulatory investigations.

Why you should apply:

• Flexible Working Environment
• Paid Time Off
• 401k (8% match)
• College Tuition Benefits/ Tuition Reimbursement
• Good Benefits options
• Company Culture! Cultural and Holiday celebrations, Theme days like Star Wars Day & Bring your Kids to Work Day, Monthly Townhalls and Quarterly Company Meetings that ensure awareness, inclusion, and transparency.

The starting salary range for this full-time position in Irvine, CA is $111800 - $139800 per year. This base pay will take into consideration internal equity, candidate’s geographic region, job-related knowledge and experience among other factors. Origence maintains a highly competitive compensation program. Under company guidelines, this position is eligible for an annual bonus to provide an incentive to achieve targeted goals. Bonuses are awarded at company’s discretion on an individual basis.

Origence is an equal opportunity employer. All recruitment, hiring, training, compensation, benefits, discipline, and other terms and conditions of employment will be based upon an individuals’ qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, military service, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other category protected by federal, state or local law.

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

The Commercial Auto Risk Analyst supports underwriting and risk management activities related to commercial vehicle exposures within the Property and Casualty Insurance industry. This role assists in evaluating risk, supporting underwriting decisions, and managing portfolio exposures for accounts insured under Commercial Auto Insurance policies. Working within a large global insurer, the analyst contributes to risk assessment, reinsurance placement, and broker relations while ensuring compliance with applicable Insurance Regulation and company underwriting guidelines.

Responsibilities:

• Assist underwriting teams in evaluating commercial auto accounts by analyzing exposure data, loss history, fleet composition, driver profiles, and operational risk factors.
• Review submissions and supporting documentation to ensure risks meet internal underwriting guidelines and regulatory requirements.
• Support the development of underwriting recommendations by identifying risk characteristics, potential loss drivers, and appropriate risk mitigation strategies.
• Assist in identifying risks that require facultative or treaty reinsurance support.
• Coordinate with reinsurance partners and internal underwriting teams to secure appropriate reinsurance coverage for individual risks or broader commercial auto portfolios.
• Prepare and organize underwriting information, exposure summaries, and loss data required for reinsurance placement and negotiations.
• Maintain documentation related to reinsurance agreements and ensure alignment with internal risk management policies.
• Communicate regularly with insurance agencies, Insurance Brokers, third-party administrators (TPAs), and other insurers regarding account information, underwriting requirements, and risk evaluation outcomes.
• Respond to inquiries related to underwriting submissions, policy terms, and risk management considerations.
• Assist in analyzing commercial auto loss data, claim trends, and risk metrics to support underwriting and portfolio management decisions.
• Prepare reports and summaries related to account performance, risk exposure, and underwriting results for internal stakeholders.
• Maintain accurate documentation within underwriting and risk management systems to support compliance and internal audits.

Requirements:

• Experience with commercial auto underwriting and risk analysis, loss data analysis and portfolio risk monitoring
• Expertise with Regulatory compliance and underwriting guidelines
• Familiarity with Reinsurance coordination and documentation
• Highly proficient with MS Office (Excel, Word, PowerPoint)
• Must be analytical, detail-oriented, and ability to make data-driven decisions

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.

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.

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.

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

Preferred:

• 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.

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.

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.

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

Preferred:

• 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.

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

We encourage collaboration, innovative thinking and work that endures. We reward initiative and informed decisions and empower you to act in the best interests of our customers and our company.

Come join our amazing team!

Responsible for developing and maintaining broker/seller relationships to sell wholesale and correspondent mortgage loan products. Calls on potential or existing brokers/sellers as assigned to develop new business or retain existing business. Acts as liaison between brokers/sellers and loan operations to facilitate the closing of wholesale loans and the purchase of correspondent loans. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $120,000 to $500,000.

Carrington Hiring for NonQM Account Executives- Industry Leading Comp Plan!

Responsible for developing and maintaining broker/seller relationships to sell NonQM and correspondent mortgage loan products. Calls on potential or existing brokers.

What you’ll do:

• Responsible for identifying, contacting, and gaining approval for new mortgage brokers and sellers.
• Establishes and continues the broker/seller relationship and ensure a steady flow of loan applications and purchases for existing and newly approved Carrington customers.
• Advises brokers/sellers of Company programs, pricing and submission policies and procedures.
• Advises brokers/sellers of any changes to Company’s policies or procedures
• Assists brokers/sellers in loan submission process.
• Trains brokers/sellers on use of available online systems for loan submissions, automated underwriting, rate sheets and loan lock procedures.
• Acts as liaison with outside broker, and internal broker coordinator, processor, processing, underwriting, and closing to ensure timely loan closings.
• Ensures compliance deadlines are met with regards to pre-disclosures, approval letters and denial notices.
• Work, maintain and update contacts in the CRM system.
• Maintain all customer confidential information in accordance with all company policies and all laws.
• Acts as liaison with Sellers, and internal correspondent coordinator, relationship manager, underwriting, and funding to ensure timely purchase of a loan.
• Manages loan pipeline to achieve departmental goals and objectives.
• Provide a high level of customer service to brokers/sellers during the loan process.

What you'll need:

• Demonstrated sales performance with a concentration developing and maintaining broker/seller relationships
• Proven ability to set and reach sales goals
• Knowledge of state and federal lending regulations
• Experience selling NonQM Mortgage Products
• Knowledge of purchase transactions
• 1 – 5 years of experience as a wholesale and/or correspondent account executive with multiple brokers, investors and loan products preferred.

Our Company:

Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you’ll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: is the value proposition to joining the team?

• Increased earning capacity due to access to our 48 state territory.
• Ability to market faster and more efficiently inside the operation.
• Superior service levels offered to the broker as you’re inside presence ensures every step of the loan process is handled in the most efficient manner possible.
• Professional account manager’s partner with you and your brokers to add value every step of the way.
• Base pay plus an industry leading commission plan.
• Take over existing accounts.

What We Offer:

• Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
• Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
• Customized training programs to help you advance your career.
• Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow.
• Educational Reimbursement.
• Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: .

Role Overview:

As an Account Executive at Paramount Financial, you will be responsible for driving revenue growth by developing relationships with businesses seeking equipment financing. This role offers a competitive base salary and uncapped commission, providing significant earning potential. You will be the primary point of contact for our clients, helping them navigate the financing process, understanding their equipment needs and offering the right financial solutions. As an Account Executive you will receive direct mentorship from experienced industry professionals, ensuring you have the support and guidance to thrive in your role while maximizing your earning potential and career growth.

Key Responsibilities:

• Client Acquisition & Development: Proactively identify, target, and develop new business opportunities within small to mid-sized businesses requiring equipment financing.
• Sales Process Management: Guide prospects through the entire sales process, from initial contact to deal closing, ensuring a smooth and efficient customer experience.
• Relationship Building: Establish and nurture long-term relationships with clients, ensuring customer satisfaction and repeat business.
• Consultative Selling: Understand client needs, present appropriate financing solutions, and handle objections to close deals effectively.
• Revenue Growth: Achieve or exceed monthly and quarterly sales targets by managing a pipeline of qualified leads and driving revenue through new client acquisition.
• Cross-Department Collaboration: Work closely with underwriting, operations, and other departments to ensure deals are processed efficiently.
• Market Knowledge: Stay updated on industry trends and competitor activities to ensure Paramount Financial remains competitive in the marketplace.

Qualifications:

• Proven experience in a sales-driven role
• Strong communication, negotiation, and presentation skills.
• Ability to build and maintain relationships with clients at all levels.
• Self-motivated, goal-oriented, and able to thrive in a fast-paced environment.
• Experience using CRM systems to track and manage sales activity.
• Bachelor's degree in business, finance, or a related field preferred, but not required.

What We Offer:

• $48,000 base salary with uncapped commission.
• Comprehensive training and ongoing development programs.
• Health, dental, and vision insurance.
• Paid time off and holidays.
• Opportunities for career advancement within a rapidly growing company.

About Paramount Financial Services:

For 25 years, Paramount Financial Services has been a leading provider of equipment financing and & leasing solutions. We specialize in offering businesses the financial tools they need to grow by providing flexible and tailored equipment financing options. We are committed to excellence, customer satisfaction, and long-term relationships. As Paramount enters a season of rapid growth, we are expanding our team and providing exciting opportunities for career advancement within our growing company.

Senior Risk Analyst

Santa Ana, CA 92707 (Hybrid – schedule TBD)

$43.68/hour

Start Date: 02/02/2026

Estimated End Date: 07/31/2026

Potential for extension based on business needs

About the Opportunity

We are seeking an experienced Senior Risk Analyst to support enterprise risk documentation and control alignment initiatives. This role is ideal for a detail-oriented risk professional who thrives in complex environments and enjoys translating operational processes into structured, methodology-aligned risk and control frameworks.

This is a hybrid position based in Santa Ana, CA, offering competitive pay and the potential for assignment extension.

How You’ll Contribute

• Develop a strong understanding of enterprise risks and controls through review of risk assessments, methodologies, policies, and procedures
• Translate complex operational processes into clear, structured risk and control documentation aligned with established methodology
• Identify and document evidence requirements for controls, including source systems, report names, and retention standards
• Facilitate working sessions with process owners to accurately capture risk, control, and evidence details
• Develop and maintain detailed project plans covering risk documentation, control documentation, evidence mapping, and walkthroughs
• Track timelines, milestones, and deliverables; proactively escalate risks to project timelines
• Monitor documentation quality to ensure consistent methodology application across process areas
• Support leadership with periodic progress updates

What You’ll Bring

Education & Experience

• Bachelor’s degree in Business, Accounting, Finance, or equivalent work experience
• 5+ years of experience in risk management, internal controls, compliance, internal audit, or related fields
• Experience in Commercial Banking and/or Fiduciary & Wealth Management industries preferred
• Experience with GRC or risk management systems (AuditBoard experience preferred)

Knowledge, Skills & Abilities

• Strong knowledge of operational and regulatory risks and controls
• Ability to build effective relationships with senior management and cross-functional teams
• Excellent analytical, organizational, and client service skills
• Exceptional attention to detail
• Strong written and verbal communication skills
• Proven ability to manage multiple priorities and adapt in fast-paced environments
• Self-starter with the ability to work independently under broad supervision
• Proficiency in Microsoft Word, Excel, and PowerPoint

Role Scope & Impact

• Works on complex problems requiring evaluation of diverse factors
• Develops solutions with limited precedents and adapts existing methodologies
• Exercises sound judgment in selecting appropriate courses of action
• No direct supervisory responsibilities
• Operates independently with broad oversight

If you are a seasoned risk professional looking to contribute to a structured enterprise risk initiative within a dynamic organization, we encourage you to apply.

Public Finance Attorney

Newport Beach, CA

A top-tier, multi-office firm is expanding its Public Finance practice in San Francisco and is seeking a sharp, motivated associate with 0–3 years of transactional experience.

Prior public finance experience is welcome but not required. What matters most is intellectual rigor, strong drafting skills, and the ability to thrive in a sophisticated, fast-moving transactional environment.

The Practice

The Public Finance Group advises state and local governments and underwriting banks on public infrastructure financings throughout the western United States. This is meaningful, high-impact work — funding schools, transportation systems, utilities, and essential public projects. Associates gain early exposure to complex transactions that shape communities.

This is not a backroom drafting role. Associates work directly with experienced partners and clients on financings that demand precision, sound judgment, and strong execution.

The Platform

Our client has grown to 120 attorneys across 12 offices. The firm offers a dynamic blend of transactional strength and litigation depth, with practice areas spanning corporate transactions, securities, complex business litigation, private equity, mergers and acquisitions, and venture capital.

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The Development Advantage

Associates receive structured mentoring from day one, designed to build practical skills that translate into long-term success. Training includes focused instruction in transactional negotiations, mock depositions, and practice-area-specific programming. Business development fundamentals begin in the first year, with group training and quarterly one-on-one coaching sessions led by experienced professionals.

Partnership is real. Associates are generally first eligible for shareholder consideration seven years after law school graduation, though there is no minimum time requirement — advancement is performance-driven.

Who Will Thrive in the Public Finance Attorney position

• 0–3 years of transactional experience

• Strong academic credentials

• Excellent analytical and drafting skills

• Interest in public finance and complex deal work

This is an opportunity as a Public Finance Attorney to build a serious transactional career within a respected, growing platform — handling sophisticated public finance matters while developing the business skills that sustain long-term success.

For Public Finance Attorney candidates ready to move beyond theory and into real-world impact, this is the place to do it.

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

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