Financial Reporting Specialist

About Wealth Enhancement GroupWealth Enhancement is a leading independent wealth management firm dedicated to enriching the lives of our clients. Our team-based approach and unique financial planning processes set us apart from the standard approach.Located in Walnut Creek, CA, we have an exciting opportunity for a Trading Operations Specialist. This role...

About the Role:At Behavior Treatment & Analysis, we are seeking an experienced Accounting Specialist to join our team. As a key member of our finance department, you will play a critical role in maintaining the accuracy and integrity of our financial records.Job Responsibilities:Financial Transactions Recording: You will be responsible for accurately...

Rossmoor Post Acute, a leading healthcare provider, is seeking a skilled Financial Operations Specialist to enhance its billing procedures and reduce accounts receivable days. The ideal candidate will possess a strong background in Medi-Cal billing, with expertise in improving current processes and optimizing reimbursement.Manage Medi-Cal and Managed Care...

Job OverviewCreative Financial Staffing is seeking a highly skilled Financial Professional to join our team as an Accountant/Full Cycle Bookkeeper. This is a unique opportunity for a professional looking for a challenging and dynamic work environment.About the RoleThe successful candidate will be responsible for performing daily detailed accounting...

Job Title: Financial Analyst">About the Role:">In this exciting role, you will have the opportunity to work in a dynamic team environment as a Financial Analyst. Your primary focus will be on ensuring the accuracy and efficiency of our financial reporting processes.">Your Key Responsibilities:">">">Collaborate with the accounting team to prepare detailed...

OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology...

At Lily Hoa Ins & Financial Services, we are seeking a skilled Customer Relationship Specialist to join our team. As a key member of our sales team, you will be responsible for developing leads, scheduling appointments, and identifying customer needs.Role OverviewThis role is ideal for individuals who are passionate about building strong relationships with...

About the RoleThis position is responsible for providing day-to-day support to the Accounting Manager. The ideal candidate will be highly organized, detail-focused, and possess exceptional communication skills. The primary duties include making deposits, reviewing financial transactions, inputting data into the correct ledger, reconciling bank and other...

Job Summary:Rossmoor Post Acute is seeking a skilled Financial Services Assistant to support our financial operations. The ideal candidate will have a strong background in financial management, with experience in budgeting, forecasting, and financial analysis.Key responsibilities include managing financial records, preparing financial reports, and analyzing...

About the RoleWe are seeking a highly organized and detail-oriented Medical Billing Specialist to join our team at Behavior Treatment & Analysis Inc. As a key member of our operations team, you will play a critical role in ensuring seamless billing processes and maintaining accurate financial records.Job DescriptionThe Medical Billing Specialist will be...

About the Role: As a Commercial Credit Specialist at City National Bank, you will play a crucial role in our loan management process by providing expert credit and underwriting services to our commercial banking team. Your primary responsibility will be to analyze prospective loan transactions and evaluate the creditworthiness of borrowers. You will validate...

About Lily Hoa Ins & Financial ServicesWe are a dynamic team of professionals dedicated to providing exceptional insurance solutions to our clients. Our goal is to build long-lasting relationships and help individuals and families achieve their financial goals.

Job Title: Financial Transaction CoordinatorEstimated Salary: $60,000 - $80,000 per yearJob ResponsibilitiesPrepare and post customer payments and transactions related to accounts receivableSubmit invoices to customers and follow up on late paymentsMaintain and update customer files, including name or address changes, mergers, or mailing attentionsDraft...

Job Title: Manufacturing Quoting SpecialistSalary Range: $60,000 - $80,000 per yearThis is a challenging role that requires strong communication and organizational skills. As a Manufacturing Quoting Specialist at Align Precision, you will be responsible for preparing and communicating quotes to customers. You will work closely with sales, engineering, and...

Job OverviewWe are seeking a skilled Billings and Invoicing Specialist to join our team at Essel. This role is responsible for managing the financial aspects of construction projects, including invoicing, billing, and payment processing.Main Responsibilities:Compare subcontractor invoices against Pay Estimate, input, and route subcontractor payment to...

Job OverviewBerding & Weil LLP is seeking a highly organized and detail-oriented Financial Operations Assistant to provide day-to-day assistance to the Accounting Manager. The ideal candidate will possess exceptional communication skills, be able to maintain client confidentiality, and interact with a wide client base.About UsBerding & Weil LLP is the...

Client Relationship SpecialistAt City National Bank, we are seeking a Client Relationship Specialist to serve as the primary point of contact and service provider for existing and newly developed relationships. This role is responsible for retail and growing client relationships through high touch service and delivering investment analysis, financial...

We are seeking a skilled Client Relationship Specialist to join our team at City National Bank. This role is responsible for building and maintaining strong relationships with clients, identifying their financial needs, and providing tailored solutions to meet those needs.

About the Role:The Senior Credit Officer plays a pivotal part in our Commercial Banking team, providing expert guidance on credit and loan underwriting. This entails analyzing prospective loan transactions, evaluating borrowers' creditworthiness, and validating credit analysis prepared by Credit Analysts.Evaluates industry data, competitive factors,...

Our Portfolio Growth Specialist will play a vital role in identifying new business opportunities and expanding our client base. As a key member of our team, you will be responsible for developing and maintaining strong relationships with high-net-worth clients, providing personalized financial solutions and advice.**Key Responsibilities:**Identify and pursue...