Financial Specialist

2 weeks ago


San Diego, United States Richtr Financial Studio Full time

**Who we are**:
We are a creative, collaborative, and passionate team of business advisors that love working with amazing Innovation-based companies. We provide an array of accounting, business operations, and fractional-CFO services designed to help our entrepreneurial clients in a few select verticals unleash their potential:

- Life Science
- Aerospace & Defense
- Deep Tech (e.g., AI, Software & Cleantech)
- Government Grants & Government Contracts

We have offices located in beautiful Downtown Boulder, CO on Pearl Street, in the LoDo area of Denver, as well 2 offices in sunny San Diego, CA (UTC & Downtown). We also have a presence in Silicon Valley. Our clients are located throughout the US and Internationally. We do a lot of the things you’d expect a CPA firm to do, but we are so much more - we are a Financial Studio.

**We are looking for**:
A Financial Specialist - A strong numbers-oriented person that is a great communicator, is great at tracking and meeting deadlines, and has the ability to grow and learn Business Advisor skills over time.

**What a typical day might be like**:
Each day is filled with a variety of tasks from recording and reconciling client transactions to special research projects where you might either be working solo, championing the completion of a project, or you might be working in coordination with a Business Advisor to achieve a set goal for a client.

Many of the tasks that you will encounter will be entry level, such as managing electronic streams of data and ensuring they are recorded to the correct locations. You will have opportunities to learn and grow within the team. Most of the work we do is completed on SaaS based technologies and accounting software including QuickBooks Online.

**Your typical day may include the following tasks**:

- Full cycle accounts payable, accounts receivable & G/L entries
- Regular updates of SaaS transactions & sync maintenance
- Setup/maintenance of systems and records
- Assisting with budgeting and forecasting
- Assisting with financial statement preparation
- Payroll & payroll tax processing/coordination
- Sales tax & other compliance processing/coordination

**Some other cool stuff to know**:

- We are a collaborative and distributed team that readily coordinates through video conferencing.
- We are constantly learning and sharing insights and experiences with others on our team - whether we have been with the company for 15+ years or are just starting day one.
- We employ a wide variety of integrated SaaS based technologies (Including QBO) while emphasizing both efficient processes.
- We are always considering our Client’s Experience (CX) and Outcomes

**This job might be for you if**:

- You are a numbers person but may not have all the prior bookkeeping skills. We are willing to train the right person if you are a strong communicator and detail oriented
- You are exceptional with computers and can easily navigate through SaaS based technology
- You enjoy working in Excel spreadsheets
- You are an excellent communicator and understand that includes being a good listener
- You like to be organized and help others stay organized
- You take good notes when needed and ask questions when something is not clear
- You are good at keeping a schedule and have good methods to help you remember deadlines
- You are detail oriented and proofread things that you write or type to ensure they are accurate
- You like numbers and you think working with accountants would be rewarding

**You might be a really good fit if**:

- You get things done and you take pride in doing them right
- You have relevant bookkeeping or accounting experience
- You have government grant and contract experience
- You have experience working with business owners and/or working on client engagements
- You are proficient with QuickBooks Online and/or other SaaS accounting technology

**The Pay and the Perks**:
We offer competitive salaries, a flexible work environment, and great colleagues Our full benefit package includes health, dental, vision, life AD&D, and long-term & short-term disability coverage. Full-time employees are also eligible for our matching 401(k), PTO, parking/transit pass, pre-tax dependent care FSA, HSA account options, and paid holiday time. Additional perks include regular office breakfasts, lunches, and team outings. Consideration for semi-annual bonuses and regular salary reviews as well as educational expense benefits.


  • Financial Specialist

    2 weeks ago


    San Diego, United States Richtr Financial Studio Full time

    Job DescriptionJob DescriptionWe are looking for:A Financial Specialist - A strong numbers-oriented person that is a great communicator, is great at tracking and meeting deadlines, and has the ability to grow and learn Business Advisor skills over time. What a typical day might be like:Each day is filled with a variety of tasks from recording and...


  • San Diego, United States Richtr Financial Studio Full time

    Job DescriptionJob DescriptionWe are looking for:A Financial Specialist - A strong numbers-oriented person that is a great communicator, is great at tracking and meeting deadlines, and has the ability to grow and learn Business Advisor skills over time. What a typical day might be like:Each day is filled with a variety of tasks from recording and...


  • san diego, United States Cedars-Sinai Full time

    Job Description What you will be doing:The Financial Services Specialist provides financial support to the Liver Disease programs. Verifies eligibility and benefits to obtain insurance authorizations prior to all Transplant-related procedures, diagnostic tests, and physician consults. Assists with patient billing inquiries, and insurance denial and...

  • Compliance Specialist

    2 weeks ago


    San Diego, United States Pure Financial Advisors, LLC Full time

    Pure Financial Advisors, LLC is looking for a Compliance Specialist to join the Compliance department. This position will work independently, as well as collaboratively, reporting to the Chief Compliance Officer (CCO) and working closely with the Senior Compliance Specialist. This primary responsibility is to assist with developing and monitoring of the...

  • Compliance Specialist

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    San Diego, United States Pure Financial Advisors, LLC Full time

    Pure Financial Advisors, LLC is looking for a Compliance Specialist to join the Compliance department. This position will work independently, as well as collaboratively, reporting to the Chief Compliance Officer (CCO) and working closely with the Senior Compliance Specialist. This primary responsibility is to assist with developing and monitoring of the...

  • Benefits Specialist

    6 days ago


    San Diego, United States Axos Financial, Inc. Full time

    The Benefits Specialist is an individual who enjoys working in a fast-paced environment while performing a variety of duties. This role reports to the VP, Senior Manager Payroll& Benefits in the Finance & Accounting department. In this role you will Benefits Specialist, Benefits, Payroll Specialist, Processing, Specialist, Administrative, Support


  • San Diego, United States Axos Financial, Inc. Full time

    The Zenith Client Operations Specialist is responsible for providing operational and customer service support within the Zenith Information Systems ecosystem. Request types can vary from accounting, bookkeeping, payroll, and reporting queries. The ro Operations Specialist, Operations, Account Manager, Specialist, Client, Customer Service, Manufacturing

  • Financial Specialist

    Found in: Talent US 2 C2 - 1 week ago


    San Francisco, United States Ninth Circuit Court of Appeals Full time

    Main content Job Details for Financial Specialist Court Name/Organization: Ninth Circuit Court of Appeals


  • San Diego, United States Cetera Financial Group Full time

    Work with Vo. C Program Manager and internal stakeholders to define project requirements, scope, and objectives that align with organizational goals. Help manage Vo. C communications, recognition, training materials and calendars as assigned. Engage Customer Specialist, Associate, Customer Experience, Specialist, Retail

  • Trading Specialist

    1 week ago


    San Diego, United States Independent Financial Group Full time

    Job DescriptionJob DescriptionSalary: IFG, America’s Finest Broker-Dealer™, is an independent broker-dealer based in San Diego, California with 640 representatives located in over 350 offices across 40 states. IFG has been named locally by the San Diego Business Journal as one of San Diego’s Fastest-Growing Private Companies for the past several years....

  • Liver Transplant Financial Services Specialist

    Found in: Adzuna US C2 - 2 days ago


    SAN DIEGO, California, 92101, San Diego County, CA, United States CEDARS-SINAI Full time

    Job DescriptionAlign yourself with an organization with a reputation for excellence. Cedars-Sinai was awarded the National Research Corporation’s Consumer Choice Award 19 times for providing the highest-quality medical care in Los Angeles. We were also awarded the Advisory Board Company’s Workplace of the Year. This recognizes hospitals and health...

  • Senior Financial Specialist with Security Clearance

    Found in: Dice One Red US C2 - 1 week ago


    San Diego, United States Tecolote Research Full time

    Overview We are seeking a highly motivated individual with ten years of demonstrated experience in DoD Financial Management supporting federal government acquisition, of which five years must have been dedicated to space acquisition and Commitment, Obligation, Expenditure reconciliation activities. Responsibilities .csE9018AC7{text-align:left;margin:0pt 0pt...

  • Junior Financial Specialist with Security Clearance

    Found in: Dice One Red US C2 - 1 week ago


    San Diego, United States Tecolote Research Full time

    Overview We are seeking a highly motivated individual with three years of demonstrated experience in DoD Financial Management supporting federal government acquisition, preferably in space acquisition and Commitment, Obligation, Expenditure reconciliation activities Responsibilities .csE9018AC7{text-align:left;margin:0pt 0pt 0pt...


  • San Diego, United States Centura Wealth Advisory Full time

    Centura Wealth Advisory is seeking a VP of Financial Planning to be a key member of our Leadership and Planning team, overseeing client financial planning as part of our Liberated Wealth® process. Key elements include: income tax and, wealth transfer tax planning & leveraging insurance solutions. Centura is a fast-growing boutique RIA serving both...


  • San Diego, United States WOTM - Partners Professional Full time

    Job DescriptionJob DescriptionPartners Personnel is seeking a detail-oriented and organized Accounts Receivable Specialist. The ideal candidate will have a strong background in accounting principles and experience with accounts receivable processes. Located in San Diego, paying $19-25/hr. Temp to hireAccounts Receivable Specialist Duties:·        ...


  • San Diego, United States Centura Wealth Advisory Full time

    Job DescriptionJob DescriptionCentura Wealth Advisory is seeking a VP of Financial Planning to be a key member of our Leadership and Planning team, overseeing client financial planning as part of our Liberated Wealth® process. Key elements include: income tax and, wealth transfer tax planning & leveraging insurance solutions. Centura is a fast-growing...


  • San Diego, United States Centura Wealth Advisory Full time

    Job DescriptionJob DescriptionCentura Wealth Advisory is seeking a VP of Financial Planning to be a key member of our Leadership and Planning team, overseeing client financial planning as part of our Liberated Wealth® process. Key elements include: income tax and, wealth transfer tax planning & leveraging insurance solutions. Centura is a fast-growing...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    San Diego, United States Northwestern Mutual Full time

    Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a...


  • San Diego, United States TGG Accounting Full time

    **TGG Accounting** has partnered with one of its **San Diego** based clients to who is seeking to add an **Accounting Specialist** to its established accounting team. The **Accounting Specialist** is responsible for data entry and analysis of financial information related to **A/P**, **A/R** and General Ledger in accordance with established policies,...


  • San Diego, United States Talentry LLC Full time

    Job Description Accountant (Lease Specialist) Direct Hire 70-80k. Hybrid (after 60 days) San Diego, CA or Portland, OR Talentry is looking for a Lease Accountant to administer lease transactions in the fintech industry. This includes month-end processing, balance sheet reconciliations, and ensuring correct payment attributions. This role will perform audits,...