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SBJ Elevation, based in San Diego, CA, provides mezzanine debt and equity to US based companies in the healthcare, technology and business services industries with an impact focus on quality jobs. SBJ Elevation is seeking to hire an Associate or Senior Associate to become a key player in the investment process, including evaluating new investments, underwriting and structuring investments, supporting the due diligence process and ongoing monitoring of portfolio companies. in support of SBJ Elevation’s role on the board of directors of portfolio companies. Quickly develop a sense of what makes an appropriate SBJ Elevation investment opportunity.. Relevant professional experience in investment banking, private credit and/or private equity
This role may also be eligible for discretionary incentive compensation. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. FINRA registrations: series 7, 66 and 9/10.. UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
Role: Regulatory Compliance Analyst. Assists in developing training materials or awareness campaigns to support frontline and back-office compliance engagement.. Experience in regulatory compliance, risk management, or audit within a financial institution, ideally a credit union.. Strong working knowledge of credit union regulations (e.g., NCUA, BSA/AML, Reg E, UDAAP, Fair Lending).. NCCO (NAFCU Certified Compliance Officer) certification strongly preferred; other certifications such as CUCE or CRCM are beneficial.
We are actively searching for a Controller for one of our private equity backed, growing manufacturing clients located in San Diego (North County).. This person will be responsible for managing the monthly financial close process for the company, including accounts payable, accounts receivable and payroll, as well as the consolidation of the US entities.. The Controller will report directly to the CFO and will provide leadership to the department and overall organization from an accounting/finance and operational perspective.. Oversee the accounting operations, including accounts payable, accounts receivable and payroll, including their control systems, transaction processing operations and policies and procedures.. Our clients consist of technology, telecommunication, biotech, manufacturing, and service companies, ranging from startup to Fortune 500 companies.
Work Location: Fully Remote - United States. The Senior Manager/Director of Corporate Accounting will play a vital role in fostering a high-performance culture, managing financial reporting, and ensuring compliance with accounting standards.. Proven experience building and managing corporate accounting functions, including financial reporting, general ledger, and month-end close.. Experience with accounting software and ERP systems (NetSuite preferred).. Experience in public accounting (Big 4 preferred) and in-house corporate accounting roles.
Reports To: Chief Financial Officer (CFO). Acting as a key partner to plant management, the Manufacturing Controller delivers insights and guidance that drive informed decision-making, operational efficiency, and profitability.. Ensure compliance with company policies, accounting standards (GAAP/IFRS), and regulatory requirements.. Bachelors degree in Accounting, Finance, or a related field (CPA/CMA certification preferred).. Strong knowledge of cost accounting, budgeting, and financial reporting principles.
Ideal candidates will have a blend of public/private accounting experience in the SaaS/Digital Media industries and be well versed in close management, IFRS, and audit management.. This opportunity is in a fully remote capacity but prefer candidates be local to the DMV area to be accessible for executive board meetings.. Assist in the formulation of internal controls and policies to comply with legislation and established best practices. Proficient in accounting software (Microsoft Dynamics D365 Finance & Operations). Certified Public Accountant (CPA) designation and/or public accounting experience
Accenture is searching for a Senior Manager for Technology Sales Financial Services Organizations in North America. We are seeking someone with a strong understanding of the use cases of Salesforce, primarily in Banking and Wealth Management. Drive revenue growth in the Financial Services market selling professional services for the implementation of Salesforce based solutions by a current Salesforce Summit partner. Selling Relationship Development - Contact and network with C-Level, business & IT decision makers in Banking, Wealth Management and Capital Markets. Minimum 2+ years’ experience direct in the Financial Services space (Banking, Wealth Management Asset Management).
Field Medical is a medical device start-up, headquartered in beautiful Cardiff by the Sea in San Diego County.. Founded by Dr. Steven Mickelsen, founder of Farapulse which sold to Boston Scientific for estimated $800 million.. Field Medical has raised $40 million to date and backed by multiple strategics and venture capital funds.. This is a unique opportunity for a finance professional with ambitions to grow into a CFO or COO role within a medical device startup in the next 10 years.. · Excel Expertise Level: Ninja.
The Chief Risk Officer (CRO) is responsible for developing, implementing, and overseeing the credit union's enterprise risk management (ERM) framework. Develops and administers the credit union’s regulatory compliance program and evaluates its effectiveness which encompasses a review of internal controls and adherence to lending, BSA/AML and consumer laws and regulations. Supervises the AML/BSA, OFAC, and FinCEN responsibilities and AML/BSA/OFAC Officer. Master’s degree or professional certifications such as CRCM, CERP, FRM, or CPA (preferred). Minimum of 7-10 years of experience in enterprise risk management, compliance, or internal audit within the financial services industry.
The Director of Risk Management will work closely with the Executive Vice President and General Counsel to lead and oversee CONAM's risk management group.. Risk and Crisis Management Identifying and evaluating risks across various areas of the organization, including financial, operational, legal, reputational, and strategic risks.. Developing and implementing crisis management plans to effectively respond to unexpected events, such as natural disasters, cybersecurity breaches, or reputational crises.. Insurance Managing the organization's insurance programs, including identifying and assessing insurance needs, negotiating insurance policies, and overseeing insurance claims.. Professional certifications in risk management or related fields, such as Certified Risk Manager (CRM), Certified Risk Professional (CRP), or Chartered Enterprise Risk Analyst (CERA), are a plus.
At Attic Projects, we're not just redefining the attic and crawl space restoration industry—we're building the future of home improvement with a strong foundation of operational excellence and smart growth. Ranked #98 in the United States among Home Improvement Professionals and #117 among the Top Remodeler firms nationwide, we are scaling rapidly across thriving markets including San Diego, Los Angeles, Orange County, San Bernardino, and Seattle. Joining Attic Projects as our Chief Financial Officer means becoming a strategic partner at the highest level—guiding decisions on investments, operations, and expansion. The Chief Financial Officer (CFO) reports directly to the CEO and oversees all financial operations. The CFO is responsible for financial planning, risk management, budgeting, accounting, compliance, procurement, and strategic financial analysis.
Oversee all aspects of global accounting operations, including general ledger, accounts payable, and accounts receivable.. Collaborate with supply chain and operations teams to optimize cost accounting practices and improve inventory management accuracy.. Manage cash flow forecasting, working capital optimization, and cash management strategies.. Support ERP system implementation, and lead automation initiatives to enhance financial reporting and operational efficiency.. Proven success in implementing scalable accounting processes, internal controls, and KPIs, with a strong foundation in SOX requirements and documentation.
Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services).. The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. Lead and oversee banking center activities in the absence of Banking Manager. Maintain customer confidence and protects bank operations by keeping information confidential. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management.
This role may also be eligible for discretionary incentive compensation.. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.. FINRA registrations: series 7, 66 and 9/10. UBS is the world’s largest and the only truly global wealth manager.. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors
BAE Systems is hiring a Director of Finance for our Ship Repair business in San Diego, CA. The Director will join our senior leadership team at San Diego Ship Repair, a leading provider of ship repair services with a strong reputation for quality and reliability.. Serve as a trusted business partner and advisor to the San Diego Ship Repair organization. Experience working with external auditing agencies (DCAA, DCMA, Accounting Firms). Experience in the Ship Repair or Maritime industry. The Platforms & Services (P&S) sector under BAE Systems, Inc does the big stuff: the armored combat vehicles, naval guns, missile launchers, and naval ship repair
Cars & Bids is the leading online auction marketplace specializing in modern enthusiast cars from the 1980s to the 2020s.. Our platform features a diverse selection of vehicles, ranging from iconic models like Ferrari and Lamborghini to unique finds like the Dodge Dakota Convertible.. This is a full-time remote role for a Chief Financial Officer (CFO).. The CFO will play a critical role in shaping the financial future of Cars & Bids.. Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or relevant certification (CPA, CFA) preferred
Job Title: Senior Accountant. Location: San Diego, CA | On-site. Job Type: Contract (with possibility of full-time hire). Engage in the budgeting and forecasting processes.. Experience in financial reporting and owning/leading month-end close & audit processes.
Prepare pre-flight packages as directed by Chief Credit Officer (CCO), Chief Lending Officer (CLO), and Commercial Banking Executive (CBE).. Responsible for booked loan files and fully executed loan documents for boarding funded loans with commercial loan servicing.. Responsible for covenant and portfolio management to ensure accuracy in commercial loan risk ratings.. Review findings and decisions with the Chief Underwriter, draft the loan write-up including any conditions that underwriting is imposing on the closing or funding of the loan, review the write-up with the Chief Underwriter, and distribute to processing and servicing members.. Knowledge of commercial and consumer loan documentation, including loans secured by real property, UCC Filings, titled vehicles and equipment, pledged assets, and contracts.
Plaza Tax Services is committed to providing the best services with a focus on excellence and growth.. Located in Vista, CA, we are dedicated to helping our clients navigate their tax needs with enthusiasm and expertise.. This is a part-time on-site role for a Tax Preparer at Plaza Tax Service Inc. in Vista, CA. The Tax Preparer will be responsible for tax preparation, financial statements, and ensuring compliance with tax laws and regulations on a day-to-day basis.. Tax Preparation skills. Bachelor's degree in Accounting, Finance, or related field a plus