570 Mechanics Bank jobs in Hercules

Wealth Advisor - Mechanics Bank

94549 Lafayette, California LPL Financial

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Job Description

Wealth Advisor Position

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Rated in Forbes as one of America's Best Banks in 2024, Mechanics Bank proudly serves California, with branches reaching from the Imperial Valley to the Cascades, and from the coastal communities to the Sierra Nevada foothills. Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State.

This role will require the employee to work on-site at the local bank branch located in Walnut Creek, Danville, Lafayette, or Concord, CA.

Job Overview:

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from the retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches.

Responsibilities:

  • Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
  • Providing comprehensive, needs-based financial solutions to clients by offering a range of investment/insurance solutions
  • Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.
  • Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements
  • Delivering a high quality customer service experience during each customer interaction
  • Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross-selling opportunities and to generate referrals back to the institution where appropriate
  • Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.

What Are We Looking For?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

  • High school diploma or equivalent (Bachelors Degree Preferred)
  • Minimum of two (2) years investment sales experience (preferably in a financial institution)
  • Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66
  • Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)
  • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer

Preferences:

  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results
  • Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space
  • Excellent knowledge of investment/insurance products and financial planning

Core Competencies:

  • Strong self-motivation and ability to work independently
  • Excellent verbal, written and interpersonal communication skills
  • Possess strong organization skills
  • Excellent customer service and business focus with a great attention to detail
  • Effective research and analysis skills

Pay Range: $66,560 - $80,000. The salary range is dependent on a number of factors, including the applicants skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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Wealth Advisor - Mechanics Bank

94875 Richmond, California LPL Financial

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Job Description

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Rated in Forbes as one of America’s Best Banks in 2024, Mechanics Banks proudly serves California, with branches reaching from the Imperial Valley to the Cascades, and from the coastal communities to the Sierra Nevada foothills. Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State. This role will require the employee to work on-site at the local bank branch located in El Cerrito, Walnut Creek, El Sobrante or North Berkeley, California . Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions. Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements. Delivering a high quality customer service experience during each customer interaction. Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate. Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services. What are we looking for? We want strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented , and are able to execute in a way that encourages creativity and continuous improvement . Requirements: High school diploma or equivalent (Bachelor’s Degree Preferred). Minimum of two (2) years investment sales experience (preferably in a financial institution). Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire). Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer. Preferences: Demonstrated ability to sell products and services to investment clients; evidence of strong sales results. Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space. Excellent knowledge of investment/insurance products and financial planning. Core Competencies: Strong self-motivation and ability to work independently. Excellent verbal, written and interpersonal communication skills. Possess strong organization skills. Excellent customer service and business focus with a great attention to detail. Effective research and analysis skills. Pay Range: $58,500-$70,000 per year. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. This position is also eligible to earn sales incentive compensation. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Impactful Work: Our size is just right for you to make a real impact. Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Community Focus: We care for our communities and encourage our employees to do the same. Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at ( . #J-18808-Ljbffr

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Audit Manager - Financial Services

94199 San Francisco, California DaVita

Posted 10 days ago

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Job Description

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Crowe is growing tremendously. We are looking for future leaders, which means a partner career path or growth opportunities . Are you up for the challenge?

About the Team:

The Audit & Assurance team at Crowe provides traditional attestation services as well as accounting and consulting on applying accounting principles. Audit & Assurance professionals demonstrate deep specialization through an understanding of the market and business challenges their clients face and a dedication to audit quality. Though Crowe has various different business units, Audit & Assurance is one of the largest practices. Learn more about our Audit & Assurance team!

For this specific opportunity, we are seeking talented professionals for full-time or seasonal work arrangement options.

#LI-Hybrid

#LI-Onsite

We're looking for Audit Managers with experience in Financial Services industry verticals including but not limited to Banking, Private Equity, Asset Management, Insurance, & Fintech. As an Audit Manager , you will further learn to lead, gain deep industry insight, and continue to grow relationships. With access to many resources and the support of executive leadership and your team, this is what your work includes:

  • Responsibility of client relationships with a variety of clients to build positive relationships.
  • Leading multiple teams and providing performance feedback to all members of those teams when engagements end. Your feedback is valuable.
  • Anticipating and addressing client concerns and resolving problems as they arise.
  • Promoting new ideas and business solutions that result in extended services to existing clients. We encourage creativity and to grow your expertise, which could make a difference at our firm.
  • Continue learning the latest developments and the firm's standards and policies.
  • Staying on top of industry developments and their effects on client's competitive position.

Qualifications:

  • 5+ years of recent and relevant public accounting external audit experience.
  • Your background should have experience in external audit working with Banking, Private Equity, Asset Management, Insurance, & Fintech clients.
  • Organization, communication, technical, time management, and accounting and auditing skills as you work efficiently with clients and adequately work on multiple engagements and teams.
  • It is important that you interact with clients, prospects, all levels of staff, and colleagues in a professional fashion.
  • You will need to be able to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently.
  • We require experience supervising engagement team members and instructing them on completing assigned task.
  • This position requires you to be a licensed CPA in your aligned home office state or being able to acquire a reciprocal one for that state.
  • Ability to work additional hours as needed and travel to various client sites.

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

The application deadline for this role is 12/31/2025.The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $81,000.00 - $192,000.00 per year.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!

How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:
Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.

Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

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Associate Director Financial Services

94579 San Leandro, California Carrington College

Posted 16 days ago

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4 weeks ago Be among the first 25 applicants Summary: The Associate Director of Financial Services is responsible for leading the campus Financial Services department, ensuring the delivery of accurate, timely, and compliant support to all prospective and current students. This role involves hiring, training, and developing a high-performing team dedicated to excellent customer service and financial aid administration. The Associate Director of Financial Services ensures department goals are consistently met, operations run efficiently, and support aligns with institutional and regulatory standards. The role also serves as a strategic partner to the Campus Director in addressing student concerns and enhancing service delivery. Provide leadership, coaching, and performance management for the Financial Services team to ensure high-quality customer service and strong departmental performance. Assign individual goals to Financial Services Advisors and conduct weekly meetings to offer guidance, training, and performance support. Conduct meaningful, documented one-on-one meetings with direct reports on a weekly basis. Deliver individual and team training sessions, collaborating with the College Director of Financial Services and Campus Director to address broader improvement areas. Perform formal monthly observations of Financial Services Advisors to support development and performance improvement. Oversee and optimize campus financial aid processes to ensure operational efficiency and achievement of individual and team goals. Maintain appropriate staffing levels within the department to support service and performance expectations. Monitor financial services reports and implement action plans to address performance gaps or areas needing improvement. Ensure all student financial files are accurate, complete, and submitted in a timely manner; identify issues and provide training or follow-up as needed. Prepare and deliver timely and constructive performance evaluations for Financial Services employees. Promote financial literacy among students and graduates to encourage responsible financial decision-making. Participate in campus and college meetings to support overall institutional operations. Build and maintain strong, collaborative relationships with internal colleagues and leadership across departments. Maintain up-to-date knowledge of and compliance with Title IV regulations, as well as state, military, VA, and institutional financial aid requirements. Demonstrate excellent interpersonal skills and a strong commitment to delivering outstanding customer service while meeting or exceeding performance targets. Ensure timely and effective responses to directives and operational needs. Perform additional duties as assigned. Job Details Description Summary: The Associate Director of Financial Services is responsible for leading the campus Financial Services department, ensuring the delivery of accurate, timely, and compliant support to all prospective and current students. This role involves hiring, training, and developing a high-performing team dedicated to excellent customer service and financial aid administration. The Associate Director of Financial Services ensures department goals are consistently met, operations run efficiently, and support aligns with institutional and regulatory standards. The role also serves as a strategic partner to the Campus Director in addressing student concerns and enhancing service delivery. Essential Duties And Responsibilities Provide leadership, coaching, and performance management for the Financial Services team to ensure high-quality customer service and strong departmental performance. Assign individual goals to Financial Services Advisors and conduct weekly meetings to offer guidance, training, and performance support. Conduct meaningful, documented one-on-one meetings with direct reports on a weekly basis. Deliver individual and team training sessions, collaborating with the College Director of Financial Services and Campus Director to address broader improvement areas. Perform formal monthly observations of Financial Services Advisors to support development and performance improvement. Oversee and optimize campus financial aid processes to ensure operational efficiency and achievement of individual and team goals. Maintain appropriate staffing levels within the department to support service and performance expectations. Monitor financial services reports and implement action plans to address performance gaps or areas needing improvement. Ensure all student financial files are accurate, complete, and submitted in a timely manner; identify issues and provide training or follow-up as needed. Prepare and deliver timely and constructive performance evaluations for Financial Services employees. Promote financial literacy among students and graduates to encourage responsible financial decision-making. Participate in campus and college meetings to support overall institutional operations. Build and maintain strong, collaborative relationships with internal colleagues and leadership across departments. Maintain up-to-date knowledge of and compliance with Title IV regulations, as well as state, military, VA, and institutional financial aid requirements. Demonstrate excellent interpersonal skills and a strong commitment to delivering outstanding customer service while meeting or exceeding performance targets. Ensure timely and effective responses to directives and operational needs. Perform additional duties as assigned. Supervisory Responsibilities Supervises the daily activities of Financial Services Advisors, ensuring compliance with organizational policies and applicable laws. Key responsibilities include interviewing, hiring, and training staff; assigning and managing workloads; monitoring time and attendance; conducting performance evaluations; recognizing and addressing performance issues; and handling employee concerns and disciplinary actions with sound judgment and discretion. Core Competencies Integrity and Ethics - Demonstrates personal integrity; serves as a positive example of why others should trust the motives of the organization; views self as a reflection of the organization by following through on commitments and accepting ownership of mistakes; treats people with respect; keeps commitments; inspires the trust of others and upholds organizational values. Professionalism – Approaches other in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follow through on commitments. Adaptability – Responds to change with a willingness and ability to learn new ways of working. Adapts approach and demeanor in real time to match the shifting demands of different situations. Organization Support – Supports the organization’s goals and values. Is keenly aware of the time frame in which tasks or projects needs to be done; accepts and mirrors the level of urgency conveyed by the manager or customer being served; puts priority on the needs of the organization or the needs of its customers. Fosters collaboration and teamwork across the Institution. Communication – Develops and delivers communication that conveys a clear understanding of the unique needs of different audiences. Listens to others and allows them to make their point. Job Competencies Customer Focus– Personally, demonstrates that external or internal customers are a high priority. Identifies and understands customer needs and impresses customers with exceptional service. Delivers Results - Consistently achieves results within established timelines and shows resilience when faced with obstacles. Quality of Work- Establishes a track record of producing work that is highly accurate, demonstrates attention to detail, and reflects well on the organization; is personally committed to high quality work and encourages others to have similar standards. Leadership - Inspires and motivates others to perform well; effectively influences actions and opinions of others; accepts and provides feedback from others; gives appropriate recognition to others; able to build morale and group commitment to goals and objectives. Training and Development - Ensures staff members get receive orientation, training and development opportunities to maximize success in their assignments; views training and development as an investment in employees and uses mentoring, cross-functional assignments, job rotation or other on-the-job learning opportunities to enhance the depth and breadth of skills and experience; encourages self-development opportunities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty listed above satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Education And/or Experience Bachelor’s degree required and/or 3-5 years equivalent Financial Aid experience. Working knowledge of Title IV Regulations required. Effective problem-solving and consultative skills. Excellent interpersonal, written and oral communications skills required. Proficiency with Microsoft Office Suite - Word, Visio, Excel and PowerPoint. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel; reach with hands and arms; talk and hear. The employee is frequently required to walk. The employee is occasionally required to stand; climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally exposed to wet and/or humid conditions and outside weather conditions. Extensive travel requirement required. The noise level in the work environment is usually moderate. All qualified applications with arrest or conviction records will be considered for employment. To ensure the safety and integrity of our operations, it is imperative that a review of all applicants' criminal history is conducted. Failure to do so poses a significant risk to the Employer, potentially compromising both business operations and the organization's reputation. As part of our standard hiring process, all candidates offered a position at San Joaquin Valley College Inc. will undergo a thorough background screening. This includes education verification, county and national criminal background checks, a motor vehicle report, and social security number trace/verification along with an address history search. Depending on the specific position, additional requirements may apply, such as drug testing, a Fraud and Abuse Control Information System check, and verification for access to the National Student Loan Database System. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Higher Education Referrals increase your chances of interviewing at Carrington College by 2x Get notified about new Director of Financial Services jobs in San Leandro, CA . Senior Director - GTM Finance & Strategy Oakland, CA $230,636.39 - $88,295.50 11 hours ago Director of Operations & Chief Compliance Officer Foster City, CA 160,000 - 200,000 1 month ago Menlo Park, CA 219,000 - 288,000 2 weeks ago Sr. Director, Capital Markets & Treasury Director, Strategic Product Finance - Rideshare Foster City, CA 225,000 - 280,000 1 day ago Finance Director, Data Foundation and Automation Menlo Park, CA 221,000 - 285,000 2 weeks ago Director, Financial Planning and Analysis We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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Account Executive- Financial Services

94199 San Francisco, California Lockton, Inc.

Posted 17 days ago

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Job Summary:

The Account Executive is responsible for servicing and marketing the needs of Lockton clients to maximize company revenue, and to build and maintain client, carrier, other provider, and associate relationships specifically for financial services business.

This individual is responsible for managing and directing the work of a team of Account Managers and Account Administrators.

Understand and perform marketing and account services to provide the broadest and most competitive quality product for Lockton clients.

• Understand the client's overall business, operations, and risk management needs; anticipate when and how to respond

• Understand and is well-informed on insurance industry developments and all products available in the insurance marketplace

• Coordinate marketing strategies and selection for new and renewal business and maintain communication with the account team during the entire marketing process to protect current business and secure new busine

Coordinate the renewal of current client business:

• provide renewal notice to Producer and Account Executive of team and set up renewal meeting 120 days prior;

• set marketing strategy and renewal expectations of client and team;

• provide renewal letter, supporting documents, and proper applications to client, as well as assist client in gathering necessary information for renewal;

• deliver submission to markets;

• review quotes and prepares proposal;

• arrange and perform renewal presentation to client;

• bind coverage with underwriters before expiration;

• Participate with Producer in the decision-making process on client credit balances over

• 90 day

• Responsible for the development, implementation, and monitoring of client service plans with the Account Executive of the entire account

• Responsible for the preparation and delivery of stewardship reports in conjunction with the client team

• Oversee, direct, plan, and schedule the work of others, as required. May train and give technical supervision to assigned associates. Has ultimate responsibility for the accuracy of work processed by the Account Administrator, Account Manager, and other

• Manages a team of Account Managers and Account Administrators. Directs and monitor activities and programs for associate training, development, and career growth

• Process policy endorsements with the assistance of the Account Administrator and Account Manager

• Arrange for loss run schedules for clients, when appropriate

• Prepare written correspondence, reports, and analyses, as needed

• Analyze situations, identify problems, recommend solutions, and evaluate outcome

• Understand when to proceed alone and when to involve the Producer or other

• Perform other work-related duties as assigned

Requirements:

• The ideal candidate will possess a bachelor's degree in a business-related program preferred or equivalent education and/or experience required. Accounting, business, finance, or legal background preferred

• A minimum of five years' working knowledge of Directors and Officers (D&O) Liability Insurance, Employment Practice Liability Insurance (EPLI), fiduciary, crime, and Errors and Omissions (E&O) coverages and services required

• Experience in marketing and servicing the insurance needs of commercial accounts for D&O, EPLI, fiduciary, crime, and E&O preferred

• Current insurance license or the ability to obtain immediately required

• Must have a complete understanding of the concepts, issues, and overall impact of marketing and pricing

• Understanding of rating concepts for D&O, EPLI, fiduciary, crime, and E&O

• Understanding of risk management concepts and their application to clients' need

• Proficiency in the use of Microsoft Word and Excel required; PowerPoint preferred

• Strong attention to detail required

• Ability to compile, analyze, and interpret financial information and data to facilitate decision making, as well as an understanding of the financial condition of clients and prospect

• Ability to work outside of regular business hours

• Ability to travel by automobile and aircraft and be away from home more than one day and night

• Legally able to work in the United State
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AWS Sr. Account Manager, Financial Services Greenfield, U.S. Financial Services

94103, California Amazon

Posted 3 days ago

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Description
Amazon Web Services ("AWS") is the world's most comprehensive and broadly adopted cloud platform. AWS offers over 200 fully featured services to millions of active customers around the world-including the fastest-growing startups, largest enterprises, and leading government agencies-to power their infrastructure.
AWS is seeking a world class sales professional to join the Americas Greenfield Financial Services team. The account manager will be responsible for providing business leadership and management of assigned accounts. The person will work hand-in-hand with the account team to achieve the customer's business goals and accelerate the customer's transition to the public cloud.
The individual will build key customer relationships including with the customer's CXOs, assess the customer's largest business challenges, progress sales opportunities through to close and activation, align AWS resources, and curate solutions for the customer based on where they are at in their technology evolution.
Key job responsibilities
Drive digital transformation through meaningful engagement with C-level executives, IT leaders, architects, developers, and various lines of businesses within your customers. In this role, you will represent the entire portfolio of AWS products and services across the strategic accounts you manage within the Enterprise Financial Services customer market segment. With AWS, our customers benefit from the fastest pace of innovation, the broadest and deepest functionality, the most secure computing environment, and the most proven operational expertise.
- Drive revenue and increase market share in a defined set of accounts.
- Meet or exceed quarterly revenue targets.
- Develop and execute a plan to grow the AWS footprint within your set of accounts.
- Manage numerous accounts concurrently & strategically.
- Create & articulate compelling value propositions around AWS services.
- Accelerate customer adoption through well-developed sales engagements and successful go-to-market strategy to achieve customer outcomes.
- Maintain a robust sales pipeline.
- Work with partners to extend reach & drive adoption.
- Ensure customer satisfaction.
A day in the life
Be a critical part of a team focused on increasing adoption of Amazon Web Services by developing a set of named customers. As a Enterprise Greenfield Account Manager at AWS, you will have the exciting opportunity to directly impact the growth and shape of emerging technologies. Your responsibilities will include driving revenue, adoption, and market saturation in our largest customers. With an emphasis on growing Accounts with minimal AWS adoption, who have large spend potential.
About the team
Enterprise Greenfield is a team of Field Sellers, made up of 150+ Account Managers and 350+ cross functional team members in the United States, who work toward the collective goal of solving challenges and innovating new ways to enable our customers to achieve their desired outcomes for their customers. We are at the forefront of emerging technology that may seem unimaginable now, but will be tomorrow's standard.
About AWS
Diverse Experiences
Amazon values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.
Why AWS
Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
Work/Life Balance
We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why flexible work hours and arrangements are part of our culture. When we feel supported in the workplace and at home, there's nothing we can't achieve in the cloud.
Inclusive Team Culture
Here at AWS, it's in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon conferences, inspire us to never stop embracing our uniqueness.
Mentorship and Career Growth
We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.
Basic Qualifications
- 7+ years of direct sales or business development in software, cloud or SaaS markets selling to C-level executives experience
Preferred Qualifications
- 5+ years of building profitable partner ecosystems experience
- Experience developing detailed go to market plans
- Experience building long term relationships with Financial Services companies.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $128,600/year in our lowest geographic market up to $212,600/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. This position is eligible for variable pay via a sales compensation plan. These plans pay according to achievement level against sales targets and/or business objectives. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit . This position will remain posted until filled. Applicants should apply via our internal or external career site.
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AWS Sr. Account Manager, Financial Services Greenfield, U.S. Financial Services

94199 San Francisco, California Amazon

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Join to apply for the AWS Sr. Account Manager, Financial Services Greenfield, U.S. Financial Services role at Amazon Web Services (AWS) Continue with Google Continue with Google 2 weeks ago Be among the first 25 applicants Join to apply for the AWS Sr. Account Manager, Financial Services Greenfield, U.S. Financial Services role at Amazon Web Services (AWS) Get AI-powered advice on this job and more exclusive features. Sign in to access AI-powered advices Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Description Amazon Web Services (“AWS”) is the world’s most comprehensive and broadly adopted cloud platform. AWS offers over 200 fully featured services to millions of active customers around the world—including the fastest-growing startups, largest enterprises, and leading government agencies—to power their infrastructure. Description Amazon Web Services (“AWS”) is the world’s most comprehensive and broadly adopted cloud platform. AWS offers over 200 fully featured services to millions of active customers around the world—including the fastest-growing startups, largest enterprises, and leading government agencies—to power their infrastructure. AWS is seeking a world class sales professional to join the Americas Greenfield Financial Services team. The account manager will be responsible for providing business leadership and management of assigned accounts. The person will work hand-in-hand with the account team to achieve the customer’s business goals and accelerate the customer's transition to the public cloud. The individual will build key customer relationships including with the customer’s CXOs, assess the customer’s largest business challenges, progress sales opportunities through to close and activation, align AWS resources, and curate solutions for the customer based on where they are at in their technology evolution. Key job responsibilities Drive digital transformation through meaningful engagement with C-level executives, IT leaders, architects, developers, and various lines of businesses within your customers. In this role, you will represent the entire portfolio of AWS products and services across the strategic accounts you manage within the Enterprise Financial Services customer market segment. With AWS, our customers benefit from the fastest pace of innovation, the broadest and deepest functionality, the most secure computing environment, and the most proven operational expertise. Drive revenue and increase market share in a defined set of accounts. Meet or exceed quarterly revenue targets. Develop and execute a plan to grow the AWS footprint within your set of accounts. Manage numerous accounts concurrently & strategically. Create & articulate compelling value propositions around AWS services. Accelerate customer adoption through well-developed sales engagements and successful go-to-market strategy to achieve customer outcomes. Maintain a robust sales pipeline. Work with partners to extend reach & drive adoption. Ensure customer satisfaction. A day in the life Be a critical part of a team focused on increasing adoption of Amazon Web Services by developing a set of named customers. As a Enterprise Greenfield Account Manager at AWS, you will have the exciting opportunity to directly impact the growth and shape of emerging technologies. Your responsibilities will include driving revenue, adoption, and market saturation in our largest customers. With an emphasis on growing Accounts with minimal AWS adoption, who have large spend potential. About The Team Enterprise Greenfield is a team of Field Sellers, made up of 150+ Account Managers and 350+ cross functional team members in the United States, who work toward the collective goal of solving challenges and innovating new ways to enable our customers to achieve their desired outcomes for their customers. We are at the forefront of emerging technology that may seem unimaginable now, but will be tomorrow's standard. About AWS Diverse Experiences Amazon values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying. Why AWS Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating — that’s why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses. Work/Life Balance We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why flexible work hours and arrangements are part of our culture. When we feel supported in the workplace and at home, there’s nothing we can’t achieve in the cloud. Inclusive Team Culture Here at AWS, it’s in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon conferences, inspire us to never stop embracing our uniqueness. Mentorship and Career Growth We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional. Basic Qualifications 7+ years of direct sales or business development in software, cloud or SaaS markets selling to C-level executives experience Preferred Qualifications 5+ years of building profitable partner ecosystems experience Experience developing detailed go to market plans Experience building long term relationships with Financial Services companies. Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company’s reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner. Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $128,600/year in our lowest geographic market up to $12,600/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. This position is eligible for variable pay via a sales compensation plan. These plans pay according to achievement level against sales targets and/or business objectives. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit This position will remain posted until filled. Applicants should apply via our internal or external career site. Company - Amazon Web Services, Inc. Job ID: A3011082 Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Sales, Advertising, and Business Development Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Amazon Web Services (AWS) by 2x Sign in to set job alerts for “Account Manager Financial Services” roles. Continue with Google Continue with Google Continue with Google Continue with Google Senior Account Manager - Employee Benefits San Francisco, CA $132 000 - 231,000 2 weeks ago Senior Account Manager, Employee Benefits San Francisco, CA 132,000 - 231,000 2 weeks ago Client Relationship Manager III (Commercial Loan Officer III) Client Relationship Manager III (Commercial Loan Officer III) Public Relations Account Manager (B2B Technology, Cybersecurity, Financial Services) San Francisco, CA 90,000.00 - 105,000.00 1 month ago Sr. Account Manager, ISV, Data, Analytics, and Generative AI Team San Francisco, CA 128,600.00 - 212,600.00 3 days ago Senior Product Manager - Core Account Experience Oakland, CA 211,200.00 - 264,000.00 1 day ago Oakland, CA 14,966.00 - 18,539.00 4 days ago San Francisco, CA 163,000.00 - 221,000.00 2 weeks ago Oakland, CA 110,000.00 - 140,000.00 1 day ago Sr. Account Manager, Automotive and Manufacturing San Francisco, CA 128,600.00 - 212,600.00 3 days ago Senior Account Manager, Partnership Activation. San Francisco, CA 90,000.00 - 100,000.00 2 weeks ago San Francisco, CA 125,000.00 - 135,000.00 3 weeks ago San Francisco, CA 138,200.00 - 197,400.00 2 days ago Senior Account Manager, GenAI Startups, SF/Bay Area San Francisco, CA 128,600 - 212,600 3 days ago Senior Account Manager & Business Development Hayward, CA 140,000 - 180,000 2 days ago Principal Enterprise Account Manager, Semiconductor We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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Financial Services Manager - Regulatory & Financial Risk

94103, California Deloitte

Posted 3 days ago

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Financial Services Manager - Regulatory & Financial Risk
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Manager, Patient Financial Services Ambulatory

94533 Fairfield, California NorthBay Health

Posted 1 day ago

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Job Description

At NorthBay Health, the Manager of Patient Financial Services will be responsible building and leading a highly effective centralized billing, follow-up, and collections department for NorthBay Health hospitals, ambulatory surgery centers, collaborate closely with and contributed to the success of other areas of the NorthBay Revenue Cycle, including but not limited to, front-end and middle revenue cycle operations, ambulatory revenue cycle operations, as well as collaborating with non-Revenue Cycle areas of NorthBay to contribute to the overall operational, financial, quality, and safety achievements and excellence of NorthBay Health. This includes mentoring, guiding, developing, training, and evaluating the patient accounting team.

At NorthBay Health, our vision is to be the trusted healthcare partner of choice for the communities we serve. We are dedicated to improving the well-being of our community by providing accessible, high-quality care to all who need it. Every member of our team plays a vital role in delivering compassionate and effective healthcare solutions. We invite you to join us in our mission to ensure that every patient and family member feels valued, respected, and cared for throughout their healthcare journey.

Qualifications

  1. Education : Baccalaureate degree IN Finance, Business Administration, Health Administration or a related field, other majors will be considered if balanced with at least 10 years directly related revenue cycle experience.
  2. Licensure/Certification: Must obtain an HFMA Certified Revenue Cycle Representative (CRCR) Certification within 9 months of start date.
  3. Experience : Minimum of 6 years in a healthcare setting with directly related Revenue Cycle experience, including at least 2 years in a supervisory or management role within a healthcare setting. Knowledge of business acumen and EMR experience required. Working knowledge of Revenue Cycle operations and reimbursement principles, and of federal and state compliance regulations, HIPAA, Title 22, The Joint Commission regulations and CMS Audit guidelines. Working knowledge of EHR applications pertinent to health information management and computerized data repository functions required. Specific experience with either Cerner Millennium or EPIC Systems is preferred. Proven track record of driving revenue cycle performance improvements and managing cross-functional teams.
  4. Skills : Excellent oral and written communication skills required. Must possess teaching ability, leadership ability, and high professional standards. Must be well organized, be able to set priorities, work independently and is an effective team member. Word Processing skills required. Demonstrated ability to engender confidence and trust. Fluent in project management, change management and process improvement methods. Working knowledge of Microsoft Office applications. Demonstrated facilitation, conflict resolution, presentation and problem-solving skills. Experience with computerized HIM, Encoder and data repository functions.
  5. Interpersonal Skills : Demonstrates the True North values. The True North values are a set of value-based behaviors that are to be consistently demonstrated and role modeled by all employees that work at NorthBay Healthcare. The True North values principles consist of Nurture/Care, Own It, Respect Relationships, Build Trust and Hardwire Excellence.
  6. Hours: based on business need.
  7. Compensation : $145k to $155k based on years of experience doing the duties of the role.


About Us

At NorthBay Health, we are guided by our values: Nurturing Care; Own It; Respect; Build Trust; and Hardwire Excellence. These principles lead us to our TRUE NORTH and inspire us to provide exceptional care.

These values serve as the foundation of everything we do, guiding us to deliver individualized care with integrity and accountability. We are committed to fostering a culture of collaboration, where every team member is valued and empowered to contribute their best to the health and well-being of those we serve.

NorthBay Health was born in Solano County and we remain committed to delivering advanced medicine here to the community we serve. That's why we continue to invest in modernizing and expanding our facilities, purchasing cutting-edge equipment and pushing the limits of technology alongside other healthcare pioneers, such as the Mayo Clinic. Our competence, capabilities and practice of collaborating with some of the nation's most advanced clinical institutions enable us to manage extremely complex cases right here.

Join us with our commitment to excellence, to achieve our vision to be the trusted healthcare partner of choice for the communities we serve.

To learn more about NorthBay Health's benefits, diversity statement and community please visit
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Assurance Senior Associate - Financial Services

94199 San Francisco, California EisnerAmper

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Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Prepare budgets for each engagement Run client engagements including pre-audit planning Review client accounting, operating procedures, and systems of internal control Conduct audit tests to verify fair representation of client financial statements Document workpapers and develop accounting worksheets Perform research on technical issues Review staff prepared workpapers and programs Identify issues and propose appropriate solutions Keep manager/partner informed on status of job Communicate with client in order to complete the audit in a timely and efficient manner Supervise, train and mentor staff during engagement Assess performance of staff for engagement evaluations Basic Qualifications: Bachelor's degree in Accounting or equivalent field is required 2+ years of audit and/or assurance experience Experience with asset management clients Preferred/Desired Qualifications: CPA or parts passed towards completion Master's degree in Accounting or equivalent field EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law About Our Assurance Team: In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: For Minnesota, the expected salary range for this position is between $80,000 - $07,000 USD annually. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. #LI-MC1 #LI-Hybrid Preferred Location: New York For NYC and California, the expected salary range for this position is between 80,000 and 115,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. #J-18808-Ljbffr

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