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Accounting & finance in Orange County

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  1. Loan Officer

    We are actively seeking loan originators to join our team in Orange, CA. Telecommuting LO positions available. Successful candidates must have mortgage loan origination experience (over two years preferred) and a current book of business, which includes Realtor referral partners. We believe in supporting our originators to foster excellent referral partner relationships with their Realtors. We offer many perks to your Realtors, which include seminars, marketing assistance, a Realtor specific CRM ...

  2. Credit Associate

    Under direction of the Credit Support Supervisor the Credit Associate will be responsible for managing the bank’s financial reporting and covenant tracking processes. This position will be directly responsible for the loan filing system and maintenance of loan files to provide detailed structure and order within the system.

  3. Operations / Accounting Manager for an Investment Advisory Firm

    Currently looking for an Operations / Accounting Manager for an Investment Advisory Firm who preferably should have experience in this industry, if not for an advisory firm, then has worked for a stock brokerage company, mortgage company, or an insurance company.   The ideal candidate should also have: -        An accounting and number-crunching background -        Has lots of client interaction and communication skills, and is comfortable talking to and working directly with clients -        ...

  4. Are you a highly Experienced CFO looking for a job?

    Seeking Experienced CFOs – Is that you? We need someone that has lots of CFO and Business Growth experience. Someone that has seen and done it all for a long time. In fact, you might even have some gray hairs. If you are looking to use your years of experience, rather than having it used against you, then please consider submitting your resume. Before you get overexcited though, we need to tell you a few things; we are not just looking for someone to come in and be an in-house CFO, we are ...

  5. Are you a mature CFO looking for a job?

    Seeking Experienced CFOs – Is that you? We need someone that has lots of CFO and Business Growth experience. Someone that has seen and done it all for a long time. In fact, you might even have some gray hairs. If you are looking to use your years of experience, rather than having it used against you, then please consider submitting your resume. Before you get overexcited though, we need to tell you a few things; we are not just looking for someone to come in and be an in-house CFO, we are ...

  6. Tired of Being Overlooked? - Experienced CFOs Needed

    Seeking Experienced CFOs – Is that you? We need someone that has lots of CFO and Business Growth experience. Someone that has seen and done it all for a long time. In fact, you might even have some gray hairs. If you are looking to use your years of experience, rather than having it used against you, then please consider submitting your resume. Before you get overexcited though, we need to tell you a few things; we are not just looking for someone to come in and be an in-house CFO, we are ...

  7. CFO job Opportunity

    We are a group of entrepreneurial CFOs who provide long-term CFO services on a 1099 basis. We do this instead of working with one employer at a time. Our firm includes some of the best and most experienced CFOs in the US, and we would like to invite you to consider joining our firm. Here is the type of CFO we need: We are looking for smart, passionate and experienced CFOs with a record of helping business owners grow their businesses. You should have the following experience: 20-plus years of ...

  8. CFO job Opportunity

    We are a group of entrepreneurial CFOs who provide long-term CFO services on a 1099 basis. We do this instead of working with one employer at a time. Our firm includes some of the best and most experienced CFOs in the US, and we would like to invite you to consider joining our firm. Here is the type of CFO we need: We are looking for smart, passionate and experienced CFOs with a record of helping business owners grow their businesses. You should have the following experience: 20-plus years of ...

  9. CFO job Opportunity

    We are a group of entrepreneurial CFOs who provide long-term CFO services on a 1099 basis. We do this instead of working with one employer at a time. Our firm includes some of the best and most experienced CFOs in the US, and we would like to invite you to consider joining our firm. Here is the type of CFO we need: We are looking for smart, passionate and experienced CFOs with a record of helping business owners grow their businesses. You should have the following experience: 20-plus years of ...

  10. Financial Planner Assistant (Full-time)

    Do you love being the #2 working with investment clients - helping their Planner with paperwork and making sure investment decisions are properly executed?  Then you might be a great fit for a multi-planner Fullerton firm.  The best candidate for this full-time, permanent position will have three years’ experience in investments or insurance, including new account opening and handling client service requests.  NO SALES REQUIRED.  Must be organized and independent, with good written and verbal ...

  11. Funding Manager

      Conditions: -Communicate with underwriting and processing to ensure all final conditions are in by time of funding -Ensure final conditions are all cleared for post-closing review -Deliver file to post-closing for shipment of loan   Tasks: -Perform final VVOE on all borrowers -Review and request final conditions, including insurance changes if needed -Review final signed loan documents for accuracy and compliance -Request any required notary corrections or acknowledgments -Request and ...

  12. Senior Underwriter - Public Entity Risks - Irvine, CA

    Seeking expertise in underwriting Public Entities liability for schools, colleges and universities and associated sports and recreation. Responsibilities include: *** Developing recommendations based on financial analysis. *** Understanding educational institution operations and risks. *** Building and maintaining broker relationships. An elite company with generous benefits and long term growth potential offering top salary with retirement plans, dollar-for-dollar company matched 401(k), ...

  13. Senior Staff Accountant

    Midsize homebuilding and finance company with diversified real estate holdings seeks high level staff accountant with a minimum of 5 years’ experience. Responsibilities may include performance and/or supervision of a/p, a/r, loan draws, payroll, loan administration, reconciliations, job costing, general ledger maintenance, intercompany entries, property taxes, sales taxes, cash management and financial reporting. Must possess excellent skills in Quickbooks Pro (Enterprise version) and Excel and ...

  14. Junior Analyst (temp-to-hire)

    Junior Analyst (temp-to-hire) Industries: Investment Banking, Financial Services, Private Equity, M&A Location: Newport Beach, CA Job Type: 40 hours/week, 4-6-Month term as a Temporary Employee Education Level: Bachelor's Degree Career Level: Entry level/Recent graduate Compensation: $12/hour as a Temporary Employee (salary+benefits if hired full time) Our Company Harvey & Company LLC is a leading buy-side M&A firm that develops and executes acquisition and investment strategies with private equity ...

  15. Relationship Manager - Commercial Banking

     POSITION: Relationship Manager - Commercial Banking LOCATION: Greater Orange County / Los Angeles Market SALARY RANGE: DOE REQUIREMENTS: Minimum 5+ years experience in Commercial Lending sales role DESCRIPTION / NOTES: • The Relationship Manager will be responsible for prospecting and originating new business for small to medium sized business clients, with an emphasis on soliciting new Commercial Real Estate (CRE and C&I) lending opportunities. • Establish strong referral network and ...

  16. Commercial Loan Officer

    POSITION: Relationship Manager - Commercial Banking LOCATION: Greater Orange County / Los Angeles Market SALARY RANGE: DOE REQUIREMENTS: Minimum 5+ years experience in Commercial Lending sales role DESCRIPTION / NOTES: • The Relationship Manager will be responsible for prospecting and originating new business for small to medium sized business clients, with an emphasis on soliciting new Commercial Real Estate (CRE and C&I) lending opportunities. • Establish strong referral network and relationships ...

  17. Client Relationship Manager with 401K Exp.

    Stable and highly reputable financial advisory firm in Orange County, CA actively seeking to hire a Client Relationship Manager in their Retirement Division immediately. Candidate will develop and maintain relationships with key 401k and 403b clients, prepare RFP’s and benchmark retirement plan vendors in the areas of pricing, services, and technology, provide support and guidance to Trustees and Fiduciaries, review plan provisions and provide strategic recommendations to improve plan and meet ...

  18. CPA Firm Audit (Assurance) Experienced Staff and Seniors

    Exceptional career opportunity for public accounting audit professionals to join a top ranked regional firm. Immediate openings for Experienced Staff and Senior level audit professionals. This practice is a great alternative to the rigors, politics, and excessive overtime inherent with the Big-4 and national firms. They offer an entrepreneurial, consulting oriented environment with a variety of both SEC and closely held clients in diverse industries. The firm has won industry awards for employee ...

  19. CPA Firm Tax Manager

    Progressive regional CPA firm is currently searching for a Tax Manager. Prefer a Big-4 or national firm Tax Manager - federal tax corporate generalist (as opposed to a specialist in state & local tax or international tax or transfer pricing) with 6 - 10 years experience. Locals only unless the candidate will pay their own interview and relo costs.This firm is very entrepreneurial and consulting oriented, and has been ranked among the best CPA firms to work for in the U. S. Clients include both SEC ...

  20. Wholesale Account Manager/Set up Manager

    Senior Account Manager/Setup Dept Responsibilities: Work directly with the and the sales team and U/W to move files through the pipeline. Provided updated file status to sales team and sellers as requested. Responsible for clearing conditions in a timely manner. Work with team members to load balance and manage overall file flow.   Qualifications  and Skills: Must have the ability to effectively manage a pipeline of 40 - 50 loans. Must have the ability to fund 35 ...

  21. Wholesale Account Executive

    Job description What you'll be doing: Generates FHA and Conventional mortgages through effective prospecting of mortgage brokers and sources new brokers on an ongoing basis Trains mortgage brokers to properly submit and structure loans  Develops and manages all business opportunities within a defined sales territory Assists in obtaining sufficient and complete documentation from the broker Maintains sales contact, pipeline and other pertinent sales activity reports Acts as a liaison to ...

  22. Accounts Payable or  Receivable Clerk

    WCCT Global has positions open for an Accounts Payable and an Accounts Receivable Clerk in our Costa Mesa facility.  The duties and responsibilities of the positions include but are not limited to: The Accounts Payable Clerk effectively coordinate all aspects of payable processing in support of the business needs.  Processes, prepares & mails checks, posts, and tracks invoices in a timely manner & in accordance with company policy.  Performs other duties as assigned by supervisor. The Accounts ...

  23. Accountant Bookkeeper

    Description: Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers. Duties/Responsibilities: Operate computers programmed with accounting software to record, store, and analyze information. ...

  24. Mortgage Loan Processor

    SUMMARY: The primary function of the Loan Processor is to review, gather and organize documents from pre-approval to closing, working closely with all departments to ensure the timely and accurate packaging of loans originated and act as the liaison between borrower and the company DUTIES AND RESPONSIBILITIES: The following reflects management’s definition of essential functions for this job, but does not restrict the tasks that may be assigned. Management may assign or reassign duties and ...