Current jobs related to Financial Operations Specialist - Newport Beach, California - Consultative Search Group

  • Financial Services Coordinator

    4 weeks ago

    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...

  • Financial Services Coordinator

    3 weeks ago

    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...

  • Financial Operations Coordinator

    15 hours ago

    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...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    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...

  • Escrow Operations Lead

    2 days ago

    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...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    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...

  • Financial Operations Manager

    3 days ago

    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...

  • Senior Financial Consultant

    2 weeks ago

    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...

  • Financial Planning Specialist

    2 weeks ago

    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...

  • Financial Services Specialist

    3 weeks ago

    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...

  • Financial Operations Specialist

    14 hours ago

    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...

  • Financial Oversight Manager, Investment Funds

    2 months ago

    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...

  • Strategic Financial Director

    2 days ago

    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...

  • AP Financial Specialist

    2 days ago

    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...

  • Strategic Financial Director

    1 week ago

    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...

  • Chief Financial Officer

    3 days ago

    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,...

  • Senior Financial Analyst

    1 month ago

    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:...

  • Wealth Management Director

    3 days ago

    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...

  • Senior Operations Coordinator

    2 days ago

    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 Consultative Search Group Full time
Job Description

A prestigious professional services organization, Consultative Search Group, seeks a Financial Operations Specialist to join their dynamic team. In this role, you will play a crucial role in the financial operations of the firm. This individual will be responsible for maintaining accurate financial records, assisting with monthly financial reports, and ensuring compliance with accounting standards and firm policies. The ideal candidate will have a strong background in accounting and excellent analytical skills.

Key Responsibilities:

  • Maintain accurate and up-to-date financial records for the firm (primary focus on marketing and real estate entities).
  • Be the key business partner to the Head of Marketing and Real Estate entity.
  • Prepare monthly financial reporting pack and JEs related to assigned entities.
  • FP&A: Assist in the preparation of budgets and forecasts and actual vs. budget variance analyses.
  • Conduct monthly, quarterly, and annual account reconciliations to ensure accuracy.
  • Process accounts payable and receivable, ensuring timely payments and collections and reconciliations.
  • Support the firm's trust accounts in compliance with state/bar regulations and firm policies.
  • Perform and assist with payroll processing and related financial reporting.
  • Provide support to the GL team during monthly, quarterly reporting and annual audits and tax filings (as needed).
  • Collaborate with the legal team to support client billing and collections.
  • Conduct financial analysis to support decision-making and strategic planning.
  • Ensure compliance with internal controls and accounting standards.
  • Assist with the annual audit and liaise with external auditors.
  • Perform other accounting and financial duties and special projects as assigned by the Financial Controller & CFO.

Requirements:

  • Bachelor's degree in accounting / finance.
  • 5+ years of accounting experience, preferably in a law firm or professional services environment (but not mandatory).
  • Strong knowledge of accounting principles and practices.
  • Proficiency in accounting software (e.g., QuickBooks, NetSuite) and Microsoft Office Suite (Excel, Word, Outlook).
  • Proficient in Excel.
  • Excellent analytical and problem-solving skills.
  • Strong attention to detail and accuracy.
  • Important to have a sense of urgency and ability to work in a high volume environment.
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
  • Excellent communication and interpersonal skills.
  • High level of integrity and confidentiality.