Current jobs related to Financial Operations Specialist - Newport Beach, California - Jobot


  • Newport Beach, California, United States Tax & Financial Group Full time

    About the Role:We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our business processes and delivering exceptional client service.Responsibilities:Support financial advisors and their...


  • Newport Beach, California, United States Tax & Financial Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our financial services.Key ResponsibilitiesProcess new business and secure forms, pull client reports and...


  • Newport Beach, California, United States EPIC Brokers Full time

    Financial Operations CoordinatorOverviewAt EPIC Brokers, we empower professional athletes and entertainers through expert tax and business management services, while fostering financial wellbeing and inclusivity. We provide comprehensive, personalized wealth management solutions and expert operational support, helping our clients manage and streamline all...


  • Newport Beach, California, United States PIMCO Full time

    About PIMCOPIMCO is a global leader in active fixed income, with a deep expertise across public and private markets. Our team invests our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.Job SummaryWe are seeking a detail-oriented and proactive individual with a...


  • Newport Beach, California, United States SNI Financial Full time

    Job Title: Escrow ManagerThe Escrow Manager will oversee branch operations, ensuring seamless communication during the closing process. This role requires expertise in managing timelines and supporting builder partners effectively. Candidates should have a minimum of 5 years of escrow officer experience along with 5+ years in a supervisory role.Key...


  • Newport Beach, California, United States PIMCO Ltd. - Pacific Investment Management Company Full time

    About PIMCO Ltd. - Pacific Investment Management CompanyPIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep...


  • Newport Beach, California, United States Workway Full time

    Workway BancForce is a leading national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist job seekers in finding their next career opportunity.We are seeking an experienced...


  • Newport Beach, California, United States Charles Schwab Full time

    Unlock Your PotentialAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.We're seeking a skilled Financial Consultant to join our team. As a key member...


  • Newport Beach, California, United States Pacific Life Full time

    Delivering on Our PromiseWe understand the importance of providing for loved ones and planning for a rewarding retirement. Our policyholders count on us to be there when it matters most. By working together, we have the power to deliver on this promise.Key ResponsibilitiesCollaborate with cross-functional teams to develop and implement financial planning...


  • Newport Beach, California, United States Corient Private Wealth LLC Full time

    About Corient Private Wealth LLCWe are a leading provider of wealth management services, dedicated to helping high-net-worth individuals and families achieve their financial goals. Our team of experts provides personalized advice and guidance to ensure that our clients' financial needs are met.Job SummaryWe are seeking a highly skilled and motivated...

  • Financial Manager

    4 weeks ago


    Newport Beach, California, United States City of Newport Beach, CA Full time

    Job Title: Financial ManagerWe are seeking a highly skilled and experienced Financial Manager to join our team at the City of Newport Beach, CA.Job Summary:The Financial Manager will be responsible for overseeing the City's operating budget and financial analyses, as well as providing financial guidance and support to various departments.Key...


  • Newport Beach, California, United States Solomon Page Full time

    Accountant Position in Newport Beach, CASolomon Page is a leading provider of staffing and executive search solutions. We are seeking an experienced Accountant to join our team in Newport Beach, California.Our client, a prominent investment company, is looking for an individual to fill this role. The position is a hybrid, meaning it can be worked from home...


  • Newport Beach, California, United States Risk & Insurance Management Society Inc Full time

    About the RoleWe are seeking a highly skilled Risk Management Specialist, Fund Treasury to join our team at Risk & Insurance Management Society Inc. This is an exciting opportunity to work in a dynamic environment where you will have the chance to make a meaningful impact.Key ResponsibilitiesFinancial Oversight: Oversee and manage a risk-focused oversight...


  • Newport Beach, California, United States Harbor Psychiatry & Mental Health Full time

    Position Overview:We are seeking a highly skilled Chief Financial Officer to lead our financial strategy and drive growth at Harbor Psychiatry & Mental Health. The ideal candidate will be a Certified Public Accountant (CPA) with extensive experience in financial management, strategy development, and operational efficiency within the healthcare sector.Key...


  • Newport Coast, California, United States Eastridge Workforce Solutions Full time

    Eastridge Workforce Solutions is a leading workforce management provider dedicated to connecting skilled professionals with meaningful career opportunities.As an AP Financial Specialist, you will be working with an online retailer. The role is a Monday-to-Friday, 8 AM to 5 PM position. If you are interested in this opportunity, apply today.Key...


  • Newport Beach, California, United States Harbor Psychiatry & Mental Health Full time

    Position Overview:We are seeking a seasoned financial leader to drive our financial strategy and contribute to the growth of Harbor Psychiatry & Mental Health. The ideal candidate will be a Certified Public Accountant (CPA) with extensive experience in financial management, strategy development, and operational efficiency within the healthcare sector.Key...


  • Newport Beach, California, United States Amaze Software Inc. Full time

    Chief Financial Officer Job DescriptionAmaze Software Inc. is seeking a highly skilled Chief Financial Officer to lead our financial operations and drive business growth. As a key member of our Executive Leadership Team, you will be responsible for overseeing all company financial activities, including financial planning and analysis, accounting, budgeting,...


  • Newport Beach, California, United States 24 Seven Talent Full time

    Senior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at 24 Seven Talent. As a Senior Accountant, you will play a critical role in ensuring the accuracy and timeliness of our financial reporting, as well as providing financial guidance and support to our business leaders.Key Responsibilities:Financial Reporting:...


  • Newport Beach, California, United States BMO Financial Group Full time

    Job DescriptionJob Title: Private Wealth Advisor DirectorJob Summary: We are seeking a highly skilled and experienced Private Wealth Advisor Director to join our team at BMO Financial Group. The successful candidate will be responsible for providing advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and...


  • Newport Beach, California, United States Capital One Financial Corp Full time

    Key Responsibilities:You will provide administrative support to senior executives, managing complex schedules, prioritizing tasks, and maintaining organization.Key Skills:Strategic scheduling and time managementAdministrative task managementExcellent communication and organizational skillsAbout the Role:This is a critical role in supporting the senior...

Financial Operations Specialist

2 months ago


Newport Beach, California, United States Jobot Full time
Join Our Dynamic Finance Team as an Accounts Payable Specialist

About Us:
We are a leading automotive group in California, known for our high-end luxury dealerships across Southern California. Our team is dedicated to excellence and innovation in the automotive industry.

Why Work With Us?
  • Competitive Salary
  • Comprehensive Benefits Package (Medical, Vision, Dental)
  • 401k Matching Program
  • Opportunities for Career Advancement
  • Engage in Challenging Projects and Strategy Development
  • Enjoy a Positive Work Environment


Position Overview:
We are on the lookout for a motivated and detail-oriented Accounts Payable (AP) Specialist to enhance our finance team. This role offers a unique opportunity to apply your financial skills in a fast-paced and rewarding setting within the automotive sector. As an AP Specialist, you will be integral in managing accounts payable processes, executing financial transactions, and generating financial reports. Your contributions will be vital in upholding the financial integrity of our organization.

Key Responsibilities:
  • Manage the complete accounts payable cycle, including invoice and payment processing, as well as vendor relations.
  • Employ advanced Excel capabilities to create and oversee detailed financial reports, utilizing tools such as Pivot Tables and VLOOKUPs.
  • Perform account reconciliations to guarantee accurate reporting and ledger upkeep.
  • Accurately record and process financial transactions, ensuring timely execution of credits and debits.
  • Analyze financial statements to identify discrepancies and address issues promptly.
  • Maintain precise and organized financial records, ensuring data is current and accessible.
  • Collaborate with finance team members to enhance financial processes and operations.
  • Ensure adherence to all financial regulations and standards.

Qualifications:
  • Bachelor's degree in Finance, Accounting, or a related discipline.
  • At least 3 years of experience in accounts payable or a comparable role within the finance sector.
  • Advanced proficiency in Microsoft Excel, including the use of Pivot Tables and VLOOKUPs.
  • Strong knowledge of account reconciliation, data entry, and financial statement analysis.
  • In-depth understanding of credits and debits.
  • Exceptional organizational skills with the ability to manage multiple priorities in a dynamic environment.
  • Experience in the automotive or dealership industry is highly advantageous.
  • Excellent verbal and written communication skills.
  • Strong attention to detail and effective problem-solving abilities.
  • Proven capability to handle sensitive and confidential information with care.

Join us and leverage your expertise in accounts payable to contribute to our financial operations. If you thrive in a dynamic environment and have a passion for finance, we look forward to your application.