✓ Banking and Financial Services ✕ Clear
Banking and Financial Services Jobs in Walnut Creek California
5 positions found
Ops Risk & Compliance Analyst
✦ New
Salary not disclosed
Advance your career with Mindlance! We have been connecting talented IT professionals with world-class companies since 1999.
Mindlance is here to help you to find the perfect fit with just the right company.
Currently, we are seeking an Operational Analyst for an exciting career growth opportunity.
Make your next big career move with the kind of position that will allow you to be genuinely passionate about the work you do! Our recruiters will work closely with you to help you get the edge over the competition.
Let Mindlance advocate for you – apply today! “Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.” Job Title: Ops Risk & Compliance Analyst Job Category: Banking Industry: Accounting
- Finance Job Location: North Chicago, IL Zip Code: 94518 Top 3/5 Skills: ("RISK & COMPLIANCE ANALYST" OR "COMPLIANCE ANALYST" OR "OPERATIONAL RISK ANALYST OR "RISK OPERATIONS ANALYST" OR "COMPLIANCE OPERATIONS ANALYST" OR "OPERATIONAL RISK CONSULTANT" OR "RISK MANAGEMENT OFFICER" ) AND("RISK MANAGEMENT" OR "RISK ANALYSIS" OR "OPERATIONAL RISK MANAGEMENT" ) Min & Max Pay Rate (Ex: $35.00 /hr.
– $37.00/hr.): Job Description: Position Details: Title: Ops Risk & Compliance Analyst Location: Concord, CA (Hybrid schedule; three days in the office in week) Duration: 9+ months Assignment The Risk & Compliance Analyst will provide operational and administrative support to team, focusing on payment network compliance activities.
This consultant will assist with managing registration documentation, maintaining compliance records, and coordinating required paperwork associated with payment network rules and regulatory requirements.
The role requires strong attention to detail, the ability to manage documentation workflows, and effective collaboration with internal stakeholders to ensure timely completion of compliance processes.
Key Responsibilities: • Support the Payment Network Compliance team with administrative and operational tasks related to network registration and regulatory requirements.
• Prepare, organize, and submit documentation required for payment network registrations and compliance filings.
• Track compliance submissions, approvals, and renewals to ensure all documentation is completed accurately and on time.
• Coordinate with internal teams (legal, risk, finance, and operations) to gather necessary information for compliance paperwork.
• Maintain records and documentation related to payment network participation and regulatory obligations.
• Assist in updating compliance logs, trackers, and process documentation.
• Ensure adherence to payment network operating rules and internal compliance policies.
Preferred Qualifications: • Experience in payments, card networks, or financial services compliance.
• Familiarity with payment network rules or registration processes (e.g., Visa, Mastercard, or similar).
• Experience supporting compliance or risk teams in a financial institution or fintech environment.
Mindlance is here to help you to find the perfect fit with just the right company.
Currently, we are seeking an Operational Analyst for an exciting career growth opportunity.
Make your next big career move with the kind of position that will allow you to be genuinely passionate about the work you do! Our recruiters will work closely with you to help you get the edge over the competition.
Let Mindlance advocate for you – apply today! “Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.” Job Title: Ops Risk & Compliance Analyst Job Category: Banking Industry: Accounting
- Finance Job Location: North Chicago, IL Zip Code: 94518 Top 3/5 Skills: ("RISK & COMPLIANCE ANALYST" OR "COMPLIANCE ANALYST" OR "OPERATIONAL RISK ANALYST OR "RISK OPERATIONS ANALYST" OR "COMPLIANCE OPERATIONS ANALYST" OR "OPERATIONAL RISK CONSULTANT" OR "RISK MANAGEMENT OFFICER" ) AND("RISK MANAGEMENT" OR "RISK ANALYSIS" OR "OPERATIONAL RISK MANAGEMENT" ) Min & Max Pay Rate (Ex: $35.00 /hr.
– $37.00/hr.): Job Description: Position Details: Title: Ops Risk & Compliance Analyst Location: Concord, CA (Hybrid schedule; three days in the office in week) Duration: 9+ months Assignment The Risk & Compliance Analyst will provide operational and administrative support to team, focusing on payment network compliance activities.
This consultant will assist with managing registration documentation, maintaining compliance records, and coordinating required paperwork associated with payment network rules and regulatory requirements.
The role requires strong attention to detail, the ability to manage documentation workflows, and effective collaboration with internal stakeholders to ensure timely completion of compliance processes.
Key Responsibilities: • Support the Payment Network Compliance team with administrative and operational tasks related to network registration and regulatory requirements.
• Prepare, organize, and submit documentation required for payment network registrations and compliance filings.
• Track compliance submissions, approvals, and renewals to ensure all documentation is completed accurately and on time.
• Coordinate with internal teams (legal, risk, finance, and operations) to gather necessary information for compliance paperwork.
• Maintain records and documentation related to payment network participation and regulatory obligations.
• Assist in updating compliance logs, trackers, and process documentation.
• Ensure adherence to payment network operating rules and internal compliance policies.
Preferred Qualifications: • Experience in payments, card networks, or financial services compliance.
• Familiarity with payment network rules or registration processes (e.g., Visa, Mastercard, or similar).
• Experience supporting compliance or risk teams in a financial institution or fintech environment.
K
Analyst/Associate, Multifamily Asset Management
Salary not disclosed
Firm Overview:
Our client is a vertically-integrated owner-operator of multifamily, student housing, and single family rental assets in the greater Western United States. The firm has several strategic partnerships with global institutional capital providers and has experienced strong growth since its founding in 2014.
Our client employs over 250+ real estate professionals whose mission is to create value by acquiring, developing, and managing our dwellings with exceptional care through an integrated approach. Their culture is founded on teamwork, authenticity, integrity and excellence. Through a shared purpose and common goal, the firm is built to serve its partners and communities within which it invests.
Our client is seeking an Analyst/Associate to support our rapidly growing team. Under the general supervision of the Asset Management and Operations Team, the Analyst/Associate will be responsible for activities relating to the financial analysis and operations of the investment portfolio. As the Analyst/Associate gains experience and knowledge, the level of contribution from a financial analysis perspective is expected to increase.
Responsibilities:
- Financial analysis including maintaining the asset management Excel model, preparing budget-to-actuals variance reports, running debt yield calculations, and providing capital call recommendations
- Prepare comprehensive ad-hoc analyses, supporting informed decision-making around operational expense reduction projects
- Work with departments on ad-hoc projects to reduce operating expenses for our MF buildings
- Assist integrated departments to achieve profitability goals
- Conduct sensitivity analyses to assess the impact of various scenarios on investment returns, providing clear and concise summaries for senior management
- Monitor key operating metrics, identify variances, and provide actionable insights to enhance operational efficiency
- Collaborate across multiple departments (including Accounting, Operations, Construction Management, and Leasing) to ensure accurate and aligned objectives
- Manage properties across full asset life cycle with an ownership mentality, focusing on value creation through diligent management of approved business plans
- Ensure consistent and meaningful communication and coordination among stakeholders
- Deliver routine updates to senior professionals regarding project status
- Alert team members to issues as they arise and work with the team to evaluate and implement solutions
- Work within the team to develop budget projections and coordinate reforecasts and other reports as applicable
- Analyze operational performance and recommend adjustments to meet budgeted goals
- Work with consultants to evaluate tax assessments, appeal recommendations, and required filings
- Develop and execute value-enhancing initiatives spanning redevelopment, renovation, property management, leasing, and reporting
- Effective, 360 degree written and verbal communication with property staff, internal and external funds management and administration, and Client management
- Analytical support as requested by Investments Team
Investor Relations & Communication
- Support participation in external calls with key investors and stakeholders, contributing to effective communication and relationship management
- Manage and update several asset management web-based dashboards for dissemination internally and externally
- Assist in the preparation of materials for investor meetings
- Qualifications:
- Bachelor's Degree in Business, Finance, Accounting, Real Estate, Economics, or related field
- 1-5 years of real estate private equity, real estate development, real estate brokerage, or investment banking
- Strong in Microsoft Excel, Word, PowerPoint; working knowledge of Yardi is a plus
- Clear, articulate communicator, able to maintain effective documentation
- Strong analytical and qualitative skills
- Able to prioritize, organize, and meet all deadlines
- Committed to high standards of excellence and ethics
- Effectively identify issues and formulate solutions
- Capability to think critically, solve problems logically, and make well-reasoned decisions
- Ability to probe, ask the right questions, and dig beneath the surface to test the validity of information
- Goal-oriented and diligent
F
Financial Tips Evaluator (Remote)
$29 per hour - monthly
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.
V
Events Coordinator & Office Administrator
Salary not disclosed
Veraz Advisors, a growing financial services firm in San Ramon, CA, is seeking a highly organized and client-focused Events Coordinator & Office Admin to support marketing events, office operations, and executive needs.
This role is ideal for someone who enjoys being the first point of contact for clients, thrives in a fast-paced environment, and takes pride in delivering polished, professional experiences. In this position, you will coordinate and manage lead-generating marketing events, serve as the front-office presence for clients and prospects, and provide administrative and light executive support to firm leadership.
You’ll work closely with the Business Manager and represent multiple affiliated brands while exercising strong judgment, discretion, and attention to detail.
Key Highlights
- Coordinate onsite and offsite marketing events, including vendor and logistics management
- Serve as the first impression for clients in person, by phone, and at events
- Coordinate administrative and scheduling activity in a client-focused financial services environment
- Assist firm leadership with operational and executive support tasks
- Full-time, exempt (salary) role
Weekly Schedule:
- Onsite (office): 9:00 AM to 6:00 PM, Monday–Friday
- Offsite (Evening Marketing Events): 6pm to 9pm (4 to 12 times a month)
- Offsite (Saturday Marketing Events): 8:30am to 2:30pm (2 to 4 times a month)
Please note that this role will require several weeknight and Saturday hours, resulting in weekly schedules in excess of 55 hours. High marketing event months may require even more required weekly hours.
Requirements:
- Excellent client-facing or administrative experience (event experience preferred)
- Strong organizational, communication, and multitasking skills
- Proficiency with Microsoft Office and CRM systems
- Professional demeanor and commitment to confidentiality
- Valid driver’s license, reliable transportation, and auto insurance
Compensation:
- $70,500 salary
Comprehensive Benefits Package:
- 100% paid Medical and Dental premiums
- 401(k) with company match
- Company Profit Share
Paid Time Off:
- Vacation
- Holidays
- Sick
This position is employed by ATC Consulting, a shared services company, and initially supports Veraz Advisors and affiliated firms, with opportunities to grow responsibilities over time.
M
Head of Accounting Policy
$250 +
Head of Accounting Policy page is loaded## Head of Accounting Policylocations: Walnut Creek, Californiatime type: Full timeposted on: Posted Todayjob requisition id: R5521
**Mechanics Bank
** is currently searching for an
**Head of Accounting Policy
**.
Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person.
This role will be working onsite at our Walnut Creek HQ.The Head of Accounting Policy is a critical role responsible for establishing, maintaining, and communicating the bank’s accounting policies in accordance with regulatory guidance and industry best practices.
This role serves as the bank’s internal technical accounting expert, with significant focus on documenting accounting positions and leading the bank’s technical accounting framework, including the creating and maintenance of the CECL technical memos and related documentation.
**What you will do:
****Technical Accounting & Policy Development
*** Lead the development, implementation, and governance of the bank’s accounting policies in alignment with regulatory expectations and industry standards.
* Prepare and maintain technical accounting memos, including complex assessments related to CECL, fair value, leases, consolidations, and other specialized banking functions.
* Serve as the bank’s subject matter expert on CECL, providing guidance on methodology, assumptions, modeling documentation, disclosures, and ongoing monitoring.
* Document account positions for new or unusual transactions, business initiatives, product launches, or corporate actions.
**CECL Ownership & Governance
*** Collaborate with Credit and Risk teams to ensure appropriate CECL application, governance, and documentation.
* Own all CECL technical documentation, including rationale for key assumptions, model changes, overlays, qualitative factors, and model validation findings.
* Review CECL results, ensuring consistency with accounting standards and regulatory expectations.
* Partner with internal and external auditors to support CECL audit readiness and respond to requests.
**Leadership & Advisory
*** Advise executive management on new accounting standards, emerging guidance, and industry developments.
* Evaluate the financial reporting implications of new products, contract structures, and strategic initiatives.
* Support the SEC Reporting team on complex disclosures, footnotes, and regulatory findings (10-K, 10-Q).
**Monitoring & Compliance
*** Monitor FASB, SEC, and banking regulatory developments; assess the impact to the bank and lead any necessary implementation efforts.
* Maintain a repository of accounting policies and technical memos, ensuring accuracy and audit-readiness.
* Strengthen internal controls for accounting policy and documentation and technical accounting conclusions.
**Who you are:
*** Bachelor's Degree in Business, Finance, Accounting or related field preferred.
* CPA required.
* 10 years of relevant experience in technical accounting, accounting policy, public accounting, or SEC reporting required.
Ideally within financial services or banking.
* 5 years of leadership experience required.
* Deep and current knowledge of U.S.
GAAP, CECL, financial instruments, and SEC reporting requirements.
* Prior experience drafting technical accounting memos and interpreting complex accounting standards.
* Experience working closely with CECL modeling teams or credit risk teams.
* Optimizes Work Process
- Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.
* Financial Acumen
- Interpreting and applying understanding of key financial indicators to make better business decisions.
* Decision Quality
- Making good and timely decisions that keep the organization moving forward.
* Travel required: 0-10%
**#LI-HJ1
**Pay Range: $160,000
- 220,000 annuallyAIP/Bonus: Up to 25%Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between.
Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
* Medical, prescription, dental, and vision coverage for employees and their eligible family members
* Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
* Health Savings Account with employer contribution
* Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
* 401(k) and Roth 401(k) with company contribution
* 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
* Supplemental Health plans, Voluntary Legal and Identity Theft Services
* 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
* Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
* **Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
*** Please view Equal Employment Opportunity Posters provided by OFCCP .
* To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit[1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.
**About Mechanics Bank
**Backed by , we are a resilient and resourceful California bank whose core banking and lending principles reflect that of a community bank.
For over a century, it has been our foremost commitment to exceed our clients’ expectations every day.
With a footprint spanning the state of California, we serve individuals, small and middle-market businesses, and large corporations with a full range of banking, wealth management and other financial products and services.bring diverse backgrounds and experience, and work together to deliver for our clients by embracing a culture that values accountability, teamwork and celebrating success.
Our collaborative culture fuels the Bank’s ongoing achievements, allowing us to grow and make a genuine difference in the communities we serve.
We also strive to ensure that all employees feel respected and valued based on who they are.
When we harness the power of our differences, we achieve more together.Mechanics Bank is a Member FDIC and Equal Housing Lender.
#J-18808-Ljbffr
**Mechanics Bank
** is currently searching for an
**Head of Accounting Policy
**.
Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person.
This role will be working onsite at our Walnut Creek HQ.The Head of Accounting Policy is a critical role responsible for establishing, maintaining, and communicating the bank’s accounting policies in accordance with regulatory guidance and industry best practices.
This role serves as the bank’s internal technical accounting expert, with significant focus on documenting accounting positions and leading the bank’s technical accounting framework, including the creating and maintenance of the CECL technical memos and related documentation.
**What you will do:
****Technical Accounting & Policy Development
*** Lead the development, implementation, and governance of the bank’s accounting policies in alignment with regulatory expectations and industry standards.
* Prepare and maintain technical accounting memos, including complex assessments related to CECL, fair value, leases, consolidations, and other specialized banking functions.
* Serve as the bank’s subject matter expert on CECL, providing guidance on methodology, assumptions, modeling documentation, disclosures, and ongoing monitoring.
* Document account positions for new or unusual transactions, business initiatives, product launches, or corporate actions.
**CECL Ownership & Governance
*** Collaborate with Credit and Risk teams to ensure appropriate CECL application, governance, and documentation.
* Own all CECL technical documentation, including rationale for key assumptions, model changes, overlays, qualitative factors, and model validation findings.
* Review CECL results, ensuring consistency with accounting standards and regulatory expectations.
* Partner with internal and external auditors to support CECL audit readiness and respond to requests.
**Leadership & Advisory
*** Advise executive management on new accounting standards, emerging guidance, and industry developments.
* Evaluate the financial reporting implications of new products, contract structures, and strategic initiatives.
* Support the SEC Reporting team on complex disclosures, footnotes, and regulatory findings (10-K, 10-Q).
**Monitoring & Compliance
*** Monitor FASB, SEC, and banking regulatory developments; assess the impact to the bank and lead any necessary implementation efforts.
* Maintain a repository of accounting policies and technical memos, ensuring accuracy and audit-readiness.
* Strengthen internal controls for accounting policy and documentation and technical accounting conclusions.
**Who you are:
*** Bachelor's Degree in Business, Finance, Accounting or related field preferred.
* CPA required.
* 10 years of relevant experience in technical accounting, accounting policy, public accounting, or SEC reporting required.
Ideally within financial services or banking.
* 5 years of leadership experience required.
* Deep and current knowledge of U.S.
GAAP, CECL, financial instruments, and SEC reporting requirements.
* Prior experience drafting technical accounting memos and interpreting complex accounting standards.
* Experience working closely with CECL modeling teams or credit risk teams.
* Optimizes Work Process
- Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.
* Financial Acumen
- Interpreting and applying understanding of key financial indicators to make better business decisions.
* Decision Quality
- Making good and timely decisions that keep the organization moving forward.
* Travel required: 0-10%
**#LI-HJ1
**Pay Range: $160,000
- 220,000 annuallyAIP/Bonus: Up to 25%Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between.
Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
* Medical, prescription, dental, and vision coverage for employees and their eligible family members
* Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
* Health Savings Account with employer contribution
* Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
* 401(k) and Roth 401(k) with company contribution
* 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
* Supplemental Health plans, Voluntary Legal and Identity Theft Services
* 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
* Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
* **Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
*** Please view Equal Employment Opportunity Posters provided by OFCCP .
* To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit[1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.
**About Mechanics Bank
**Backed by , we are a resilient and resourceful California bank whose core banking and lending principles reflect that of a community bank.
For over a century, it has been our foremost commitment to exceed our clients’ expectations every day.
With a footprint spanning the state of California, we serve individuals, small and middle-market businesses, and large corporations with a full range of banking, wealth management and other financial products and services.bring diverse backgrounds and experience, and work together to deliver for our clients by embracing a culture that values accountability, teamwork and celebrating success.
Our collaborative culture fuels the Bank’s ongoing achievements, allowing us to grow and make a genuine difference in the communities we serve.
We also strive to ensure that all employees feel respected and valued based on who they are.
When we harness the power of our differences, we achieve more together.Mechanics Bank is a Member FDIC and Equal Housing Lender.
#J-18808-Ljbffr
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