25 Pricewaterhousecoopers jobs in Los Angeles
Audit Manager - Financial Services
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Join to apply for the Audit Manager - Financial Services role at Weaver
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Join to apply for the Audit Manager - Financial Services role at Weaver
The Weaver Experience
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
The Weaver Experience
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
While our business is based in numbers, our success is truly based on people. Its why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weavers core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.
Learn more about our services, industry experience and culture at weaver.com.
Position Profile
Weaver is looking for an experienced and motivated Audit Manager to join our dynamic Financial Services team focusing on investment funds, specifically, Venture Capital, Private Equity and Real Estate clients. As an Audit Manager at Weaver, you will play a pivotal role in delivering exceptional service to clients across all stages of the audit process, while fostering the professional growth of Associates, Senior Associates, and Supervisors through mentorship and training. This position offers the opportunity to collaborate closely with firm leadership, actively contributing to business development initiatives and supporting key firm administration functions. If you are a proactive team player with a passion for leadership and client service, we invite you to join our team!
To be successful in this role, the following qualifications are required:
- Bachelors degree in Accounting or related field
- Active CPA license
- 5+ years of public accounting experience or its equivalent
- Experience in alternative investment funds audits such Venture Capital, Private Equity and Real Estate funds
- Possess technical knowledge sufficient to supervise Senior Associates and Associates
- Bachelors degree or higher in accounting or related field
- Strong communication and engagement management skills
- Proven ability to manage, mentor and develop staff
- Demonstrates independent thinking and strong decision-making skills
- Ability to attract and service new clients and expand services to existing clients
We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.
WeaverLEAD We Are Committed To Investing In The Strength Of Our Team. That Is Why We Have Created An Internal Leadership Coaching Program To Train Leaders To Support Other Leaders At Every Level Of The Organization. The Goal Of WeaverLEAD Is To Inspire The Growth And Development Of Our Leaders By
L eaning into the experience of exploring new ideas for each individuals growth as a leader.
E ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities.
A dapting to the transformation that takes place as a result of participating in the program.
D eveloping yourself and others with coaching competencies to create a firm-wide culture of coaching.
People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individuals unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.
Whats next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!
Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Accounting
Referrals increase your chances of interviewing at Weaver by 2x
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Tax Senior Manager - Financial Services - Wealth and Asset ManagementWere unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrAWS Sr. Account Manager, Financial Services Greenfield, U.S. Financial Services

Posted 2 days ago
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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.
Senior Financial Services Officer- Anaheim
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The Senior Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Senior Financial Services Off Officer, Financial, Operations Manager, Senior, Service, Banking, Business Services
Senior Financial Services Officer- Brea
Posted today
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BOC - Brea Branch 220 S State College Blvd Brea, CA 92821, USA BOC - Brea Branch 220 S State College Blvd Brea, CA 92821, USA Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more.TOGETHER WE WIN THE OPPORTUNITY The Senior Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically highly experienced in New Accounts who can handle the full range of retail and commercial transactions. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services. Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs. Assist with daily and monthly audits and certifications. Prepare documentation for new accounts under the Bank’s CIP/BSA and other Bank policies. Maintain a high-level knowledge of legal documentation required for various entity types. Be able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision. Input new accounts on IBS and submit complete package. Have a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager. Provide assistance with end of day closing, to include cash balancing (vault & ATM). Assist with processing and scanning of daily Teller work. Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products. Help with the training and onboarding of new team members. Participate and contribute to the branch’s overall goals. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING 2 years in new accounts required. 4 year in Branch Banking Operations is required. High School Diploma or equivalent is required. Solid understanding of Treasury Management including wire procedures and policies is required. Solid understanding of all key branch systems; basic end-user knowledge of Word and Excel is required. Detailed and accurate with ability to organize and prioritize is required. Ability to take on some operational responsibility. Relied on for ability to ask questions and listen to client cues, assess needs, and match products with client needs is required. Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required. Polished communication style; can articulate credibly, with confidence and influence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. Takes initiative to learn and grow; stays current on all new products with ability to answer questions and act with minimum information is required. Knows what action to take and able to problem solve with minimal direction and is effective across multiple concurrent tasks is required. Accountable for handling appropriate level of risk and making decisions appropriate to level is required. HOW WE’LL SUPPORT YOU Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision,AD&D, supplemental life,long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offertuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Qualifications Skills Behaviors : Motivations : Education Experience Licenses & Certifications Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
Senior Financial Services Officer- Anaheim
Posted today
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Senior Financial Services Officer- Anaheim Join to apply for the Senior Financial Services Officer- Anaheim role at Banc of California Continue with Google Continue with Google Senior Financial Services Officer- Anaheim 4 days ago Be among the first 25 applicants Join to apply for the Senior Financial Services Officer- Anaheim role at Banc of California 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 BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN THE OPPORTUNITY The Senior Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically highly experienced in New Accounts who can handle the full range of retail and commercial transactions. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. How You’ll Make a Difference Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services. Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs. Assist with daily and monthly audits and certifications. Prepare documentation for new accounts under the Bank’s CIP/BSA and other Bank policies. Maintain a high-level knowledge of legal documentation required for various entity types. Be able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision. Input new accounts on IBS and submit complete package. Have a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager. Provide assistance with end of day closing, to include cash balancing (vault & ATM). Assist with processing and scanning of daily Teller work. Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products. Help with the training and onboarding of new team members. Participate and contribute to the branch’s overall goals. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. What You’ll Bring 2 years in new accounts required. 4 year in Branch Banking Operations is required. High School Diploma or equivalent is required. Solid understanding of Treasury Management including wire procedures and policies is required. Solid understanding of all key branch systems; basic end-user knowledge of Word and Excel is required. Detailed and accurate with ability to organize and prioritize is required. Ability to take on some operational responsibility. Relied on for ability to ask questions and listen to client cues, assess needs, and match products with client needs is required. Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required. Polished communication style; can articulate credibly, with confidence and influence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. Takes initiative to learn and grow; stays current on all new products with ability to answer questions and act with minimum information is required. Knows what action to take and able to problem solve with minimal direction and is effective across multiple concurrent tasks is required. Accountable for handling appropriate level of risk and making decisions appropriate to level is required. How We’ll Support You Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Banc of California by 2x Get notified about new Financial Services Officer jobs in Anaheim, CA . 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Assurance Manager [Financial Services Group]
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Assurance Manager (Financial Services Group) Join to apply for the Assurance Manager (Financial Services Group) role at CohnReznick Assurance Manager (Financial Services Group) 1 day ago Be among the first 25 applicants Join to apply for the Assurance Manager (Financial Services Group) role at CohnReznick Job Description As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! Job Description As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for an Assurance Senior to be based out of Los Angeles or San Francisco. CohnReznick is a hybrid firm most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn, and build community. This results in our ability to create opportunities for our people, make a difference for our clients, and strengthen our internal and external communities. YOUR TEAM. As part of the Financial Services Industry team, you’ll work with some of the nation’s leading private equity, hedge, and other alternative investment funds. You’ll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you’ll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service. Located in almost every financial center across the United States—New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. WHY COHNREZNICK? At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm. We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities Responsibilities include but not limited to: Drive client engagements Review and prepare financial statements, footnotes, workpapers, management letters, agreed upon procedures, and other attestation engagements Demonstrate professional creativity in dealing with client matters and make constructive suggestions to improve client operations Effectively analyze client transactions, recognizing and resolving potential or existing problems with appropriate research and consulting Accept responsibility and utilize firm resources to complete assignments Oversee, mentor, and develop staff Your Experience. The successful candidate will have: 5+ years of work experience in another public accounting firm Financial Services experience required Exceptional analytical, technical, and auditing skills including knowledge in US GAAP, GAAS, and PCAOB rules and standards Bachelor’s Degree required CPA licensure required Exceptional client service and communication skills Strong leadership and mentoring skills, coupled with excellent written interpersonal, and presentation skills Demonstrates an Entrepreneurial spirit Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. In California , the salary range for an Assurance Manager is $95,000.00 to $60,000.00. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life At CohnReznick . "CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person, or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity. #GD #CB Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance, Consulting, and Accounting/Auditing Industries Accounting, Financial Services, and Business Consulting and Services Referrals increase your chances of interviewing at CohnReznick by 2x Get notified about new Financial Services Manager jobs in South San Jose Hills, CA . 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Financial Services Officer - Huntington Beach
Posted today
Job Viewed
Job Description
The Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is Officer, Financial, Operations Manager, Hunting, Service, Retail, Banking
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Senior Financial Services Officer - Olympic
Posted today
Job Viewed
Job Description
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.
At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®
THE OPPORTUNITY
The Senior Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically highly experienced in New Accounts who can handle the full range of retail and commercial transactions. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
HOW YOU'LL MAKE A DIFFERENCE
- Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.
- Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs.
- Assist with daily and monthly audits and certifications. Prepare documentation for new accounts under the Bank's CIP/BSA and other Bank policies.
- Maintain a high-level knowledge of legal documentation required for various entity types.
- Be able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision.
- Input new accounts on IBS and submit complete package.
- Have a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager.
- Provide assistance with end of day closing, to include cash balancing (vault & ATM).
- Assist with processing and scanning of daily Teller work.
- Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.
- Help with the training and onboarding of new team members.
- Participate and contribute to the branch's overall goals.
- Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
- Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
- Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
- Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
- Performs other duties and projects as assigned.
- 2 years in new accounts required.
- 4 year in Branch Banking Operations is required.
- High School Diploma or equivalent is required.
- Solid understanding of Treasury Management including wire procedures and policies is required.
- Solid understanding of all key branch systems; basic end-user knowledge of Word and Excel is required.
- Detailed and accurate with ability to organize and prioritize is required.
- Ability to take on some operational responsibility.
- Relied on for ability to ask questions and listen to client cues, assess needs, and match products with client needs is required.
- Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required.
- Polished communication style; can articulate credibly, with confidence and influence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required.
- Takes initiative to learn and grow; stays current on all new products with ability to answer questions and act with minimum information is required.
- Knows what action to take and able to problem solve with minimal direction and is effective across multiple concurrent tasks is required.
- Accountable for handling appropriate level of risk and making decisions appropriate to level is required.
- Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
- Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
- Building & Supporting Your Family: Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
- Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
- Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
SALARY RANGE
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Consumer Financial Services Litigation Attorney
Posted today
Job Viewed
Job Description
About the job Consumer Financial Services Litigation Attorney
About us:
At HR Talent Partners, we specialize in connecting exceptional talent with organizations that thrive on excellence. With a deep understanding of industry trends and a personalized approach, we are committed to helping businesses build dynamic teams while empowering professionals to advance their careers.
The Opportunity:
Our Client is a top AmLaw 100 national law firm, and is seeking highly qualified and motivated attorney to join our National Consumer Financial Services Litigation Practice Group in the firms Los Angeles offices. Interested candidates must possess a high level of academic achievement, solid law firm experience, and superb problem-solving, writing, and communication skills.
Candidates must have at least 5 years of experience in the consumer financial services litigation space and should be motivated, self-starters capable of handling all phases of litigation in a collaborative, team-driven atmosphere.
Candidates have the ability to work remotely, so long as they reside in the greater Los Angeles area.
How to Apply:
Apply directly to this ad by submitting your application on this page, or send your resume, cover letter, and additional information to
Be sure to include the job title and location in the subject line for immediate consideration.
Learn more about HR Talent Partners:
Visit our LinkedIn profile HERE to connect with us professionally.
Follow us on Facebook HERE to stay updated on the latest opportunities.
Senior Financial Services Officer - Glendale

Posted 2 days ago
Job Viewed
Job Description
**BANC OF CALIFORNIA AND YOUR CAREER**
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.
At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®
**THE OPPORTUNITY**
The Senior Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically highly experienced in New Accounts who can handle the full range of retail and commercial transactions. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
**HOW YOU'LL MAKE A DIFFERENCE**
+ Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.
+ Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs.
+ Assist with daily and monthly audits and certifications. Prepare documentation for new accounts under the Bank's CIP/BSA and other Bank policies.
+ Maintain a high-level knowledge of legal documentation required for various entity types.
+ Be able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision.
+ Input new accounts on IBS and submit complete package.
+ Have a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager.
+ Provide assistance with end of day closing, to include cash balancing (vault & ATM).
+ Assist with processing and scanning of daily Teller work.
+ Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.
+ Help with the training and onboarding of new team members.
+ Participate and contribute to the branch's overall goals.
+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
+ Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
+ Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
+ Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
+ Performs other duties and projects as assigned.
**WHAT YOU'LL BRING**
+ 2 years in new accounts required.
+ 4 year in Branch Banking Operations is required.
+ High School Diploma or equivalent is required.
+ Solid understanding of Treasury Management including wire procedures and policies is required.
+ Solid understanding of all key branch systems; basic end-user knowledge of Word and Excel is required.
+ Detailed and accurate with ability to organize and prioritize is required.
+ Ability to take on some operational responsibility.
+ Relied on for ability to ask questions and listen to client cues, assess needs, and match products with client needs is required.
+ Responsive; establishes and maintains relationships internally and externally by understanding needs; may mentor others in the branch is required.
+ Polished communication style; can articulate credibly, with confidence and influence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required.
+ Takes initiative to learn and grow; stays current on all new products with ability to answer questions and act with minimum information is required.
+ Knows what action to take and able to problem solve with minimal direction and is effective across multiple concurrent tasks is required.
+ Accountable for handling appropriate level of risk and making decisions appropriate to level is required.
**HOW WE'LL SUPPORT YOU**
+ **Financial Security:** You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
+ **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
+ **Building & Supporting Your Family:** Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
+ **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off.
+ **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
**SALARY RANGE**
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
Equal Opportunity Employer
PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.