Current jobs related to Financial Manager - San Diego, California - Kaiser Permanente

  • Financial Services Manager

    2 weeks ago

    San Diego, California, United States Independent Financial Group Full time

    Job OverviewIndependent Financial Group, LLC (IFG) is a leading independent broker-dealer seeking a highly skilled Financial Services Manager to join their team. As a key member of the organization, this individual will be responsible for reviewing new accounts, account updates, and supporting documentation to ensure compliance and accuracy.The ideal...

  • Financial Planning Specialist

    1 week ago

    San Diego, California, United States Corebridge Financial Full time

    We are seeking a highly motivated and experienced Financial Advisor to join our team at Corebridge Financial. As a Financial Advisor, you will be responsible for providing personalized retirement and financial planning experiences for our customers and their families.You will meet with existing and prospective clients to plan their financial future,...

  • Financial Planning Expert

    3 weeks ago

    San Diego, California, United States Root Financial Partners Full time

    About Root Financial PartnersRoot Financial Partners is a rapidly growing Registered Investment Advisory (RIA) firm dedicated to helping individuals achieve their financial goals. Our mission is to provide exceptional financial planning and investment management services, guided by a human-first approach that prioritizes our clients' needs and...

  • Financial Services Professional

    2 weeks ago

    San Diego, California, United States ATX Financial Group Full time

    Job OverviewATX Financial Group is seeking a skilled Financial Services Professional to join our team. In this role, you will work with clients to develop tailored financial plans, offering guidance on investments, retirement planning, and wealth management.Key Responsibilities:Consult with clients to assess their financial needs and goals.Develop and...

  • Senior Financial Analyst

    1 month ago

    San Diego, California, United States Voya Financial Full time

    About the RoleWe are seeking a highly skilled Senior Analyst to join our team at Voya Financial. As a Senior Analyst, you will be responsible for conducting fundamental research, developing insights into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the firm.Key ResponsibilitiesProduce recommendations for the...

  • Senior Financial Analyst

    3 weeks ago

    San Diego, California, United States Voya Financial Full time

    About the RoleVoya Financial is seeking a highly skilled Senior Analyst to join our team. As a Senior Analyst, you will be responsible for conducting fundamental research, developing insight into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the firm.Key ResponsibilitiesProduce recommendations for the team...

  • Financial Manager

    2 weeks ago

    San Francisco, California, United States Creative Financial Staffing Full time

    **Financial Leadership Role**We are seeking a highly skilled Financial Manager to join our team at Creative Financial Staffing. As a key member of our finance department, you will be responsible for the financial management of our organization.Under the supervision of the Senior Director of Finance and Planning, you will oversee the financial management of...

  • Centralized Financial Planner

    2 weeks ago

    San Diego, California, United States Cetera Financial Group Full time

    Job Title: Centralized Financial PlannerJoin Cetera Financial Group, a leading network of independent retail broker-dealers, as a Centralized Financial Planner. In this role, you will be responsible for providing consultative financial planning to our financial advisors, working closely with our network of financial advisors and paraplanners to construct and...

  • Financial Planning Expert

    2 weeks ago

    San Diego, California, United States Root Financial Partners Full time

    Company OverviewRoot Financial Partners is a rapidly growing Registered Investment Advisor (RIA) dedicated to empowering individuals to achieve their financial goals. Our mission is to provide exceptional financial planning and investment services, guided by a human-first approach that prioritizes clients' needs and aspirations.Role SummaryWe are seeking a...

  • Financial Planning Strategist

    2 weeks ago

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

    Key Responsibilities:This role requires a deep understanding of our client-centric approach to financial planning and tax planning strategies. Key responsibilities include:Supporting advisors in processing financial data to develop accurate, comprehensive, and professional reports.Collaborating with advisors to create personalized financial planning...

  • Financial Professional

    1 week ago

    San Diego, California, United States Global Financial Impact - Brian Garcia Full time

    Job OpportunityWe are seeking highly motivated and competent individuals to join our team as Financial Professionals. As a Financial Professional, you will have the opportunity to work with A+ rated financial companies across the nation, providing services that meet the needs of clients.Key Responsibilities:Develop Financial Need Analysis (FNA) for...

  • Digital Product Owner

    2 weeks ago

    San Diego, California, United States Cetera Financial Group Full time

    About the RoleWe are seeking a skilled Digital Product Owner to join our team at Cetera Financial Group. As a key member of our team, you will be responsible for product ownership of key client and financial professional facing capabilities, enabled via our digital platform AdviceWorks.This role involves owning user story and requirements documentation and...

  • Financial Manager

    4 weeks ago

    San Diego, California, United States Pacific Building Group Full time

    Job OverviewPacific Building Group is seeking a highly skilled Senior Controller to join its senior management team. The ideal candidate will have a strong background in financial management, with experience in managing accounting teams and creating policies to maximize efficiency.Key ResponsibilitiesFinancial Management: Provide accurate monthly and annual...

  • Financial Planning Strategist

    1 week ago

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

    Job Summary:Pure Financial Advisors, LLC is seeking a highly skilled Financial Planning Strategist to join our team. As a key member of our financial planning department, you will be responsible for developing and implementing comprehensive financial plans for our clients.Key Responsibilities:Analyze client financial data to create personalized financial...

  • Financial Manager

    3 weeks ago

    San Diego, California, United States K2 Staffing Full time

    Job SummaryWe are seeking a highly skilled Senior Controller to join our team at K2 Staffing. As a key member of our senior management team, you will be responsible for the management of all financial and business matters of our client, ensuring timely reporting and transparent profitability.Key ResponsibilitiesManage the accounting team and create and...

  • Relationship Manager

    2 weeks ago

    San Diego, California, United States Thrivent Financial Full time

    Job Title: Relationship ManagerAt Thrivent Financial, we're seeking a skilled Relationship Manager to join our team. As a key member of our organization, you'll play a critical role in building trust and value with our clients.Key Responsibilities:Oversee client relationships within a dedicated group of clients, working closely with managed account clients...

  • Financial Manager

    2 weeks ago

    San Diego, California, United States Pacific Building Group Full time

    Job Summary: The Senior Controller is a key member of the Pacific Building Group management team, responsible for overseeing all financial and business matters. This includes timely reporting, transparent profitability, and ensuring the company's financial health. Key Responsibilities: Manage the accounting team and create policies, procedures, and...

  • Financial Manager

    4 weeks ago

    San Diego, California, United States Mental Health Systems Full time

    Program Finance ManagerAt Mental Health Systems, our mission is to Transform Lives. Our organization is built on the principles of client-centered care, and our core values of Integrity, Diversity, Mentorship, and Inclusion are at the forefront of everything we do. We seek exceptional individuals who are passionate about making a meaningful impact in a...

  • Financial Services Representative

    2 weeks ago

    San Diego, California, United States Global Financial Impact - Brian Garcia Full time

    Remote Financial Professional OpportunityWe are seeking highly motivated and competent individuals to join our team as Remote Financial Professionals. As a key member of our organization, you will be responsible for developing financial need analysis for clients and providing them with personalized financial solutions.Key Responsibilities:Develop Financial...

  • Senior Financial Manager

    2 weeks ago

    San Diego, California, United States Survivors of Torture, International Full time

    Job SummarySurvivors of Torture, International seeks a highly skilled Senior Accountant to lead its financial and administrative operations. The successful candidate will have a strong background in finance, accounting, and human resources, with experience in managing financial systems, budgeting, and compliance.The Senior Accountant will be responsible for...

Financial Manager

2 months ago

San Diego, California, United States Kaiser Permanente Full time
Job Summary:

This senior-level financial professional is primarily responsible for overseeing financial transactions, analyses, and audits, serving as a main point of contact for external agencies and stakeholders, and communicating results to senior management while ensuring compliance with policies and procedures.

Key Responsibilities:
  • Pursues professional growth and provides developmental opportunities for others by soliciting and acting on performance feedback; building collaborative, cross-functional relationships; training and developing talent for growth opportunities; delegating tasks and decisions; fostering open dialogue amongst team members; executing performance management guidelines and expectations; and working closely with employees to set goals and provide open feedback and coaching to drive performance improvement.
  • Manages designated work unit by translating business plans into tactical action items; ensuring all policies and procedures are followed; delegating tasks to meet goals and objectives; overseeing the completion of work assignments; aligning team efforts; building accountability for and measuring progress in achieving results; identifying and addressing improvement opportunities; removing obstacles that impact performance; and guiding performance and developing contingency plans accordingly.
  • Supports financial transactions by preparing complex accounting activities and reconciliations leading to a complete set of accurate financial statements (e.g. journal entries, estimates, disbursements) in accordance with GAAP and company policies; reviewing and approving complex accounting activities prepared by others; and making recommendations.
  • Conducts external reporting of Company financial information by completing, reviewing, and interpreting reports and analyses for statutory reporting to external agencies (e.g. IRS, Census Bureau, NAIC, FTC); identifying needs for new design for reports; maintaining relationships and working with external parties to resolve issues; and ensuring reporting requirements are met.
  • Supports financial analyses by reviewing operational statistics to explain financial results, inform decision-making and take action to pursue efficiencies and quality financial outcomes; ensuring ad hoc request for analysis are completed; establishing data gathering methods; and providing expertise in data origination.
  • Communicates financial results by developing and presenting conclusions about areas of accountability to appropriate levels of management in verbal and written form; documenting positions and processes in support of process improvement, knowledge retention, and audit requirements; and provides consulting services to individuals without finance training.
  • Participates in finance system design, implementations, enhancements, and continuous improvements by reviewing flow of transactions through source systems; validating ongoing configuration decisions; reviewing systems in area of expertise to ensure that new systems, upgrades, and other system maintenance activities do not impact operations, financial statements, or leadership decision making.
  • Monitors Company financial information by completing, reviewing, and interpreting standard and/or ad hoc reports (e.g., balance sheets, income statements, volume reporting, trade spending reports); evaluating validity of assets, liabilities, revenues, and operating expenses in conformity with GAAP and Company accounting policies; making recommendations; and communicating financial reporting to stakeholders and senior leadership.
  • Meets requirements of policies and procedures to remain compliant (e.g. Sarbanes-Oxley, KP-NCO, POR) and ensures staff is compliant.
  • Supports internal and external audits by communicating with auditors; being the point of contact for auditors; ensuring appropriate documents are completed; and escalating issues as appropriate.