Banking And Financial Services Jobs in Ca

Rady Children's Physician Management Services (RCPMS) offers exciting opportunities for qualified candidates to join our rapidly growing organization. We are a wholly owned subsidiary of Rady Children’s Hospital and Health Center with just over 500 employees. RCPMS supports primary care pediatricians with 29 office locations throughout San Diego and Southern Riverside Counties.

RCPMS seeks a friendly, motivated, and experienced individual for our open PFS Manager position. This is a Full-Time position. Hours of operation are Monday through Friday, 8:00am to 5:00pm. On site.

SUMMARY

The Manager, Patient Financial Services (PFS) provides oversight of patient billing and collection within billing operations under the direction of the Director of Patient Financial Services. Monitors work processes and identifies/implements process improvement opportunities. The Manager, PFS oversees and evaluates Patient Financial Services staff, monitors and ensures compliance with Federal, State and industry standards and regulations, prioritizes and maintains timely turnaround, serves as resource for billing issues, performs periodic audits, and acts as the primary contact for escalated customer service concerns.

EDUCATION AND EXPERIENCE

• High school diploma or equivalent
• Minimum of 5 years supervisory and leadership experience in medical billing office environment
• Epic experience preferred

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

For full-time positions RCPMS offers the full scope of benefits, a competitive compensation package and opportunities for professional growth.

Employee Benefits include but are not limited to:

• Student Loan Repayment
• Tuition Assistance Program
• Medical, Dental & Vision Coverage
• Matching 401k
• Paid Time Off & Paid Holidays
• Employee Assistance Program
• Group Life and AD&D Insurance

If you want to work with a great group of people, we invite you to join us in promoting the health of children within our communities.

For full-time positions RCPMS offers the full scope of benefits, a competitive compensation package and opportunities for professional growth.

Rady Children’s Physician Management Services is proud to be an Equal Opportunity Employer.

To be considered, please submit a resume and cover letter.

The reasonably expected salary range for this position is between $89,120.00-$120,000.00 a year depending on qualifications including education and relevant experience.

Hiring a Financial Counselor in Anaheim, CA!

• Fully On-Site in Anaheim
• M-F 8am-4:30pm
• 6month contract to hire

Required Skills & Experience

• Experience with insurance verification
• Strong understanding of deductibles, copays, and coinsurance
• Knowledge of authorization requirements
• Experience with claim submission and follow-up
• Understanding of payer types including Commercial, Medicare, Medi‑Cal, HMO, and PPO
• Ability to clearly explain benefits and how they impact a patient’s bill
• Comfortable collecting payments upfront and discussing financial options
• 6+ months experience in a related healthcare financial role
• High School Diploma or GED

Nice to Have Skills & Experience

• Experience in a commercial claims hospital environment
• Familiarity with claims portals or systems
• Prior experience in a high-volume call or business office setting

Job Description

The Financial Counselor supports the Business Office by managing patient financial intake and back-end claims operations. This role is primarily administrative and data-driven, with limited patient-facing interaction, and requires strong knowledge of insurance verification, claims processing, and payer requirements. Approximately 10% of the role involves patient interaction, while the majority focuses on data entry, auditing, claims submission, and high-volume inbound/outbound calls.

JOB SUMMARY

Performs routine mortgage loan servicing functions. Ensures compliance with established Company policies and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act.

DUTIES

• Performs new account system maintenance including but not limited to manual boarding of loans in the system
• Monitors escrow payments and track delinquencies through the life of the loan
• Coordinates daily activities and functions of mortgage loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies
• Research customer and internal inquiries and delivers a response or solution & provide effective customer service and assist in resolving problems within given authority.
• Processes payments, disbursements, and other transactions
• Provides support to the team where assistance is needed; acts as a backup for various mortgage loan servicing functions
• Ensures compliance with all applicable government, investor, and bank regulations
• Investor Accounting
• Performs other duties as assigned

QUALIFICATIONS

• EDUCATION: AA degree or equivalent
• EXPERIENCE: Minimum 1-3 years of mortgage servicing experience or related banking experience.

SKILLS/ABILITIES

• Strong interpersonal and customer service skills
• Positive attitude
• PC proficient in Microsoft Office
• Detail-oriented and follow- through skills

Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.

WHY WORK FOR US?

Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, Hawaii, New Jersey, New York, and Chicago. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance

Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Client Service Representative

Location: Novato, CA (Onsite)

Employment Type: Direct Hire

Industry: Financial Services

About the Company

Our client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.

Position Overview

The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.

The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.

Key Responsibilities

• Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
• Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
• Assist with client onboarding, account updates, and service requests
• Coordinate electronic document processing, including e‐signatures and compliance documentation
• Support advisors and operations with scheduling, Zoom meetings, and client follow‐ups
• Collaborate with internal team members to update and process client account changes
• Handle client inquiries and concerns with professionalism, initiative, and discretion
• Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation

Qualifications & Skills

• Previous experience in client service, administrative support, or account management
• Experience in wealth management, financial services, or private client environments strongly preferred
• Proficiency with CRM systems; Redtail CRM experience highly desirable
• Strong organizational and time‐management skills with the ability to prioritize effectively
• Excellent verbal and written communication skills with a strong customer‐service mindset
• High level of professionalism, discretion, and attention to detail
• Ability to work independently while collaborating in a team‐oriented office environment
• Familiarity with financial industry compliance standards is a plus

We are currently looking to hire an experienced and analytical Financial Analyst 3 for an onsite role at our Costa Mesa, CA Headquarters. In this role, you will support the organizations Corporate Finance: Analysis and Reporting team by developing, managing, and presenting financial analysis projects, creating and publishing executive reporting/dashboards, and analyzing Profit and Loss (P&L) statements for management.

What You'll Do:

• You will prepare, analyze, coordinate and present reporting for executives and perform financial analysis, variance analysis and profitability analysis.
• You'll be responsible for reviewing, identifying, and working with other departments to gather data and analyze projects.
• You will lead financial analysis projects, present slides to executives, research profitability challenges and create recommendations.
• You will perform Ad Hoc Analysis as needed and be able to explain the data effectively.
• You will manage access databases and create Tableau dashboards to display trends and data.
• You'll be responsible for the update and creation of reports and completing/presenting assigned financial analysis projects.

What You'll Need:

• Minimum requirements include a Bachelor's degree in Finance, Business, Economics or Accounting and 3 5 years of experience in Financial Analysis, Corporate Budgeting and Forecasting, or Accounting.
• You will need to have a strong understanding of accounting concepts and processes.
• Strong verbal and written communication skills, presentation skills, be a motivated self-starter and detail oriented.
• Advanced Excel skills, Tableau skills or other data visualization (i.e. Power BI) skills are required.
• Experience with a large ERP system is required and Oracle Hyperion experience is a plus.
• Ad Hoc querying skills, Access Database experience and SQL experience is preferred.
• Teamwork, leadership, interpersonal, multitask management and presentation skills.
• Candidate must also be willing to work extra hours occasionally, to meet deadlines.

The starting pay range for this position is $90,400.00 - $120,300.00. Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance.

Remarkable benefits: Health coverage for medical, dental, vision 401(K) saving plan with company match AND Pension Tuition assistance PTO for community volunteer programs Wellness program Employee discounts

Title: Sr. Manager, Financial Planning & Analysis

Location: San Diego, CA (Onsite)

Hours per Week: 40 hrs/week

Duration: 03 Months contract with High possibilities of extension

This position description intends to describe the general nature and level of work being performed by people assigned to this job. It is not intended to include all duties & responsibilities. The order in which the duties & responsibilities are listed is not significant.

Position Summary:

Reporting to the Sr. Director of Financial Planning & Analysis (FP&A), the Senior Manager, FP&A will play a pivotal role in Client's continued growth and will be a key member of the Finance team acting as the financial business partner to a functional group within the organization. Responsible for generating meaningful reporting and analytics and effectively communicating those findings across all levels of the organization to drive strong financial decision making. Key areas include preparing periodic reporting and communicating performance, executing recurring planning processes, maintaining, creating and improving reports, interacting with various functional business partners, and proficiency with corporate financial systems.

Primary Responsibilities:

• Develop, implement, and maintain P&L reporting and variance analysis to functional business partners and Finance leadership team, driving continuous improvement in forecasting and reporting.
• Act as integrated business partner for the organization, provide thought leadership and analysis for G&A Corporate Departments.
• Support the coordination and consolidation of expense forecasts for all recurring planning processes (rolling forecasts, annual operating plans, long range plan, etc.).
• Support the improvement of the FP&A Systems (NetSuite Planning and Budgeting).
• Collaborate with Accounting to ensure GAAP compliance and adherence to company policies and procedures as well as reasonableness of accruals.
• Other duties as assigned.

Skills:

• High level of intellectual curiosity, with ability to work independently and solve complex problems
• Financial analysis skills and ability to translate analyses into sound strategic recommendations
• Ability to think strategically and communicate effectively across all levels of the organization
• Proven track record of reliable, detailed and accurate work product
• Passion for designing, implementing and streamlining systems, processes, and reporting, with attention to detail and accuracy that effectively generate reporting to support internal business requirements
• Experience with NetSuite, NetSuite Planning and Budgeting and SmartView
• Ability to work in a results-oriented, project-driven, real-time team environment, prioritize projects and deliver quality results within tight time constraints
• Excellent presentation skills and MS Office proficiency
• Working knowledge of Generally Accepted Accounting Principles (US GAAP)
• Strong interpersonal and communication skills to collaborate, influence and build credibility with business partners across the organization
• Thrive in a rapidly evolving and fast-paced work environment with a positive attitude and intellectual curiosity
• While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, see, talk or hear in a standard office environment. Employee must occasionally lift and/or move up to 15 pounds.
• Prior experience in data entry, administrative support, or document management in a corporate setting preferred.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, SharePoint); experience with CRM or contract management systems (e.g., Agiloft, Coupa, Docusign) is a plus.
• Strong attention to detail, accuracy, and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment while meeting deadlines.
• Professional communication skills and customer service mindset.
• Demonstrated ability to maintain confidentiality and handle sensitive information appropriately. related field preferred.

Education:

• Bachelor’s degree in accounting, Business, Finance, Economics or other related field, MBA preferred.
• Targeting 5-8 years of progressively responsible experience in a financial planning and analysis role or other finance area, ideally within the pharmaceutical or biotech industry.
• An equivalent combination of relevant education and applicable job experience may be considered.

Professional Search Group OC is seeking a dedicated Member Services Consultant (MSC) to join our client's team at their branch. In this universal role, the Member Services Consultant will provide exceptional service to both new and existing credit union members by addressing their financial needs and recommending appropriate products and services. The Member Services Consultant position requires the ability to multi-task, manage teller duties, and handle account openings, transactions, and general inquiries.

Professional Search Group OC is proud to partner with a member focused credit union with over 70 successful years in business. They offer a competitive benefit package including medical, dental, vision, 401k with match, tuition reimbursement, discounts on products/ services & more! Ready to be a part of a great organization?! APPLY!

Member Service Consultant Responsibilities:

• Serve as the initial point of contact for members, assisting with membership applications, account openings, and financial transactions.
• Identify members’ financial needs and recommend suitable credit union products.
• Assist with teller responsibilities as needed, ensuring accuracy and efficiency in all transactions.
• Achieve a qualified volume of product referrals while delivering superior membership.
• Provide high-quality service to both internal and external members, ensuring a positive and seamless experience.

Member Service Consultant Qualifications:

• 1+ years of experience in sales, cash handling, and customer service.
• Knowledge of consumer loan products and experience in a sales-oriented environment, preferably in the financial industry.
• Strong communication and member service advisory skills.
• Proficient in computer skills, including word processing and spreadsheet software.
• Ability to follow written and verbal instructions effectively.

Apply for this amazing opportunity today!

Donovan Aranda

Division Manager

Position Summary

We are seeking an experienced Controller to join our clients growing team. This role reports directly to the CFO and works closely with the CEO. The Controller will be responsible for all accounting and financial reporting functions of the company, while also overseeing risk management, and managing a small team.

The ideal candidate will possess strong leadership, analytical, and communication skills, and be comfortable collaborating with banks, external auditors, and Senior Stakeholders.

Key Responsibilities

• Lead and manage the accounting team.
• Prepare monthly internal and external financial statements.
• Ensure GAAP compliance.
• Coordinate annual audits and tax filings.
• Develop monthly and annual budgets and variance analyses.
• Oversee human resources and IT coordination.
• Implement and enforce internal control systems.
• Prepare regulatory compliance and information reports.
• Respond to regulatory agencies and tax authority information requests.
• Manage payables and line-of-credit borrowing.

Qualifications

• Bachelor's degree in accounting (required).
• CPA or MBA preferred.
• Minimum 10 years of experience in public/private accounting, experience within the manufacturing industry is highly desirable

A career in IBM Consulting is built on long‑term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their hybrid cloud and AI journeys. With support from our strategic partners, robust IBM technology, and Red Hat, you’ll have the tools to drive meaningful change and accelerate client impact. At IBM Consulting, curiosity fuels success. You’ll be encouraged to challenge the norm, explore new ideas, and create innovative solutions that deliver real results. Our culture of growth and empathy focuses on your long‑term career development while valuing your unique skills and experiences.

Currently, we are looking for a Senior Oracle Cloud Financials Solution Architect to join our team. This is a key role playing an integral part in our growing Oracle ERP practice. This is a full‑time position that can sit anywhere in the United States. Must be willing to travel to support clients onsite as needed.

The ideal candidate will have operated in a senior Architect capacity previously, is someone who can anticipate needs and take action to drive deliverables for continued project success. This position needs a leader who will not only architect solutions on implementations but also be part of a senior task force to help the practice grow. This includes maximizing sales opportunities by architecting and acting as the lead in creating Proposals, presenting and implementing Oracle ERP Cloud solutions to potential customers. The individual should be able to play multiple roles, be able to work in a very fast‑paced, enriching environment and is looking for a career rather than just a job.

The Solution Architect is responsible for the overall solution identification and architectural design for assigned projects and initiatives. Key responsibilities of the role are as follows:

• 
  
• Support client engagements to provide subject matter expertise in Oracle Cloud Financials implementations.
  
• Assume accountability for the solution design and the successful implementation of the full solution for on Oracle Cloud ERP Projects. May include hands‑on development, design, prototyping and/or other efforts required to keep the project on a successful track.
  
• Ensure that the proposed solution meets the client’s requirements, is architecturally complete, and all architectural risks are quantified within their assigned area.
  
• Ensures that the solution aligns with and utilizes the portfolio offerings that result in profitable revenue growth.
  
• Work with client stakeholders to evaluate the solution requirements and supports the management and traceability of requirements during the engagement
  
• Review Customer’s current process and the requirement and design customer specific solutions based on industry specific best practices
  
• Act as a technical interface to the client and assumes a proactive role for developing business opportunities.
  
• Lead implementation team in the execution of testing cycles including ensuring the completeness in the development of testing scenarios, test cases and test scripts.
  
• Implements quality solutions that meet the requirements and advises clients on AST offerings, strategy, designs, implementation approaches and alternatives / tradeoffs.
  
• Work with Project Manager and provide input to the project plan and work breakdown structure and assist in managing timelines and milestones to ensure timely completion of all deliverables
  
• Identify opportunities for new or follow‑on business and assists in creating change orders.
  
• Provide thought leadership to the growth of the Practice
  
• Participate in strategic planning activities and business case development.
  
• Participate in strategy presentations to clients including features, implementation approach, technical requirements, impacts, and benefits.
  
• Perform responsibilities including solution proposal management, solution design, solution review, risk analysis, proposal preparation and client presentations.
  
• Provide technical oversight for technical estimates created with standards tools, portfolio Work Breakdown Structures, statements of work and industry standard estimating techniques.
  
• Assumes a proactive role for developing business opportunities. Assists in presales cycles by creating architectural demo’s, effort estimates and proposal development.
  
• Maintains knowledge of technologies, industry trends, standards and design techniques.
  

• 
  
• 10+ years ERP implementation experience
  
• Played a Senior Solution Architect role on a minimum of 2 full lifecycle Oracle Cloud implementation projects in the USA
  
• Public Sector domain (city/state/local/county government) experience considered an asset
  
• Knowledge and experience in GASB Accounting and Reporting, Encumbrance Accounting, Fund Accounting, Projects and Grants Accounting and Management
  
• Hands‑on technologist with strong background in designing and building modular, scalable, testable enterprise systems in in Oracle Cloud Financials
  
• Ideal to have project exposure to other Cloud module areas such as: Supply Chain and HCM Applications
  
• Ability to work in a fast‑paced environment with a diverse group of people
  
• Capability to work independently, take initiative with minimal supervision yet can participate as a team member with a willingness to help where needed
  
• Excellent verbal and written communication skills, including ability to communicate clearly and concisely to all audiences of all levels, spanning from technical peers to executive management
  
• Organized and detailed oriented
  
• Ability to fully utilize Microsoft Office (Word, Excel, PowerPoint)
  
• Ability to adapt to new projects quickly with a can‑do, jump‑right‑in attitude
  
• Ability to work on multiple projects concurrently
  
• 4‑year Bachelor degree (or equivalent experience)
  

IBM is committed to creating a diverse environment and is proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Our Consumer Products client, in partnership with CV Resources, seeks a talented Financial Analyst to join their Finance and Accounting Team. You will have the opportunity to report directly to the head of the FP&A department, gaining valuable mentorship opportunities.

Job Title: Financial Analyst

Location: near West Hollywood

Job Status (direct hire, consulting, consulting with possibility of hire) – This role is a direct hire role.

Job Site Status (onsite/hybrid/remote) – Our client has an onsite work status.

Compensation – Salary range is $80,000/year to $95,000/year. There is a bonus offered.

RESPONSIBILITIES OF THE FINANCIAL ANALYST

Financial Planning and Analysis (FP&A) – Budgeting and Forecasting

• Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities.
• Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights.
• Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data.
• Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets.
• Collaborate with stakeholders to help understand vendor costs and ensure that billed invoices are accurate.

Financial Planning and Analysis (FP&A) – Data Analysis

• Gather data from diverse sources (ERP, POS, and other platforms)
• Integrate data.
• Analyze data using Business Intelligence (BI) tools.
• Present proposals based on data analysis.

Financial Planning and Analysis (FP&A) – Data Maintenance

• Track performance metrics to measure business performance.
• Generate ad hoc analysis and financial reporting.

Process Improvements

• Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy.
• Support financial system upgrades and automation initiatives to enhance reporting capabilities.
• Ensure internal controls and compliance with financial policies and best practices.
• Assist in the development of financial tools and models to support decision-making.
• AccountingApply learned accounting concepts and tasks (debit/credit, accruals, and prepaid schedules) to FP&A work.

Miscellaneous

• Accept all relevant tasks as given by upper management.

QUALIFICATIONS OF THE FINANCIAL ANALYST

Required

• Bachelor's degree in accounting, finance, or a comparable major.
• Bachelor's degree from a well-respected college or university.
• At least one (1) year of FP&A work experience.
• Proficient understanding of Key Performance Indicators (KPI's)

Preferred

• MBA
• Current or prior experience working in one of these following industries: manufacturing, distribution, Consumer Products Goods (CPG), Food and Beverage, Apparel.
• Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model.

SKILLS OF THE FINANCIAL ANALYST

Required

Technical

• Expert-level MS Excel proficiency (pivot tables, financial modeling)
• Power BI or Tableau or Planful or equivalent program

Interpersonal

• Executive presence.
• Superb analytical and critical thinking skills.
• Diligence and accuracy.
• Impeccable communication skills.

For further information, submit your resume to All inquiries will be kept in the strictest confidence.