30 jobs found

Job Summary: Under general supervision, serve as financial analyst, compliance officer, and resource to faculty, CAO, and Department Chair. Independently perform financial analysis and planning for a range of departmental accounts. Independently gather and apply financial data from a variety of revenue streams and apply University financial management mechanisms to ensure comprehensive and accurate budget construction. Identify, research, and resolve problems as well as collecting, analyzing, and summarizing financial information for special reports. Perform financial analysis and planning for a wide variety of federal, state, and private grants. Work with Principal Investigators to understand new proposals, analyze programmatic needs, and make recommendations. Responsible for pre- and post-award processes, budget preparation, analysis, and forecasting, and for control of complex budgets. Physical Demands: Work at a computer for extended periods of time. Work with frequent...

Grants Analyst/Senior Grants Analyst   SALARY:  $69,456.00 - $116,556.00 Annually DEPARTMENT:  Finance OPENING DATE:  01/17/23 CLOSING DATE:  Continuous RECRUITMENT TYPE:  Internal/External DESCRIPTION:     https://sacrt.com/career/ THIS POSITION WILL REMAIN OPEN UNTIL FILLED. APPLICATIONS ARE REVIEWED AS RECEIVED, AND INTERVIEWS WILL BE SCHEDULED FOR MOST QUALIFIED CANDIDATES, AS APPLICATIONS ARE REVIEWED.   Grants Analyst - $69,456.00 - $97,260.00 The purpose of this position is to perform tasks primarily related to operating and capital funding opportunities and Capital Improvement support activities as well as performing administrative tasks in support of senior analysts.  This is accomplished by preparing financial status reports/milestone reports as required to meet grant records requirements, maintaining data in the appropriate database for recording purposes, and...

Senior Manager, Budget   SALARY:  $110,496.00 - $154,740.00 Annually DEPARTMENT:  Office of Management & Budget OPENING DATE:  01/17/23 CLOSING DATE:  Continuous RECRUITMENT TYPE:  Internal/External DESCRIPTION:   https://sacrt.com/career/   THIS POSITION WILL REMAIN OPEN UNTIL FILLED. APPLICATIONS ARE REVIEWED AS RECEIVED, AND INTERVIEWS WILL BE SCHEDULED FOR MOST QUALIFIED CANDIDATES, AS APPLICATIONS ARE REVIEWED. The purpose of this position is to oversee the District's annual operating process, monitor and report monthly on District's financial performance, conduct extensive financial analysis on strategic initiatives, develop long term financial forecast models and fiscal sustainability strategies as well as supervise personnel. This is accomplished by planning and implementing the annual budget preparation process, performing analyses and forecasts, addressing...

Who We Are SchoolsFirst FCU is the largest credit union in California and the nation’s largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We’re growing and looking for talented, service-oriented people to join our team. What We Believe There’s a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we’re also dedicated to providing service to each other. That means creating an environment where you’re empowered to do what you do best every day, with opportunities for ongoing...

Who We Are SchoolsFirst FCU is the largest credit union in California and the nation’s largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We’re growing and looking for talented, service-oriented people to join our team. What We Believe There’s a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we’re also dedicated to providing service to each other. That means creating an environment where you’re empowered to do what you do best every day, with opportunities for ongoing...

Who We Are SchoolsFirst FCU is the largest credit union in California and the nation’s largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We’re growing and looking for talented, service-oriented people to join our team. What We Believe There’s a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we’re also dedicated to providing service to each other. That means creating an environment where you’re empowered to do what you do best every day, with opportunities for ongoing...

Who We Are SchoolsFirst FCU is the largest credit union in California and the nation’s largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We’re growing and looking for talented, service-oriented people to join our team. What We Believe There’s a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we’re also dedicated to providing service to each other. That means creating an environment where you’re empowered to do what you do best every day, with opportunities for ongoing...

Who We Are SchoolsFirst FCU is the largest credit union in California and the nation’s largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We’re growing and looking for talented, service-oriented people to join our team. What We Believe There’s a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we’re also dedicated to providing service to each other. That means creating an environment where you’re empowered to do what you do best every day, with opportunities for ongoing...

SchoolsFirst FCU was founded in 1934 when a group of 126 school employees pooled together $1,200 to form a financial cooperative. Today, we are the fifth-largest credit union in the United States by asset size, and the largest in California. Our steady growth throughout the years can be attributed to one thing: providing our Members with world-class service and financial stability. If you’re passionate about the opportunity to make a difference in the lives of others, in an environment where you’re empowered to do your best work, thrive in a collaborative environment, and give back to the community in meaningful ways, you belong at SchoolsFirst FCU.  Position Summary Collects on loans of all stages of delinquency made by the Credit Union where timely payments are not being received. Communicates with Members using advanced skills to identify the true cause of non-payment and provides a personalized option to each Member.  Essential Job Functions Works on all...

Who We Are SchoolsFirst FCU is the largest credit union in California and the nation’s largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We’re growing and looking for talented, service-oriented people to join our team. What We Believe There’s a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we’re also dedicated to providing service to each other. That means creating an environment where you’re empowered to do what you do best every day, with opportunities for ongoing...

Who We Are SchoolsFirst FCU is the largest credit union in California and the nation’s largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We’re growing and looking for talented, service-oriented people to join our team. What We Believe There’s a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we’re also dedicated to providing service to each other. That means creating an environment where you’re empowered to do what you do best every day, with opportunities for ongoing...

Who We Are SchoolsFirst FCU is the largest credit union in California and the nation’s largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We’re growing and looking for talented, service-oriented people to join our team. What We Believe There’s a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we’re also dedicated to providing service to each other. That means creating an environment where you’re empowered to do what you do best every day, with opportunities for ongoing...

Who We Are SchoolsFirst FCU is the largest credit union in California and the nation’s largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We’re growing and looking for talented, service-oriented people to join our team. What We Believe There’s a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we’re also dedicated to providing service to each other. That means creating an environment where you’re empowered to do what you do best every day, with opportunities for ongoing...

What You’ll Be Doing   Responsible for responding to all major systems and service incidents during business hours and extended business hours in support of IT Incident Management program. Creates and maintains unified monitoring of Infrastructure, Application and Business & IT services to proactively detect, predict and prevent service, application and security problems. Administrator level position responsible for monitoring Security and Network Operations SLAs 24/7. Participates within the call rotation supporting the production environment 24x7x365. Assess escalated issues to ensure timely resolution and to meet the operational service level targets and quality standards. May assume role as Incident Manager accountable for handling escalated issues to ensure timely resolution and to meet the operational service level targets and quality standards. Administer inter-divisional IT services & applications Available Dashboards; provides input and...

Who We Are SchoolsFirst FCU is the largest credit union in California and the nation’s largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We’re growing and looking for talented, service-oriented people to join our team. What We Believe There’s a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we’re also dedicated to providing service to each other. That means creating an environment where you’re empowered to do what you do best every day, with opportunities for ongoing...

Newport Group has a great opportunity for a Operations Specialist. The Operations Specialist is responsible for processing retirement plan participant accounts. The ideal candidate will have an aptitude for general accounting, finance, and mathematics. A basic understanding of mutual funds and other investments is preferred. The Operations Specialist will process retirement plan payroll files including plan participant contributions, distributions and loan payments as well as disbursement requests via custodian websites.  Successful candidates will assist with special projects as needed and identify process improvements to create efficiencies. The role utilizes various databases which house retirement plan information and works extensively with MS Excel and Word.  Additional responsibilities will include managing mutual fund processing.   Requirements: Able to escalate questions and issues as appropriate to management, yet able to use solid business judgment. Able to work...

Newport Group is has a great opportunity for an  Operations Specialist in the Trading group. This employee is responsible for participating in the daily trading and fund change processes within Operations. Qualified candidates should be highly organized with a strong attention to detail and have the ability to work in a fast paced, dynamic environment with a high degree of accuracy.  The Operations Specialist will participate in the daily trade submission/monitoring process and in a rotation of nightly monitoring of price files imports, releasing of trades, and problem resolution (typically once per week). S/he will complete daily share reconciliation reports for multiple custodians. Will coordinate and perform fund changes. Includes fund review, distributing proper disclosures and the actual completion of the event in our recordkeeping system.  The successful candidate will monitor negative balances, troubleshoot daily trade rejects and settlement issues. S/he will analyze...

We are currently hiring for a Team Leader in our Folsom, CA office with experience leading a team in a financial services environment / retirement plan operations or trading. Do you have experience leading and motivating a team of 10-15 employees in a financial services environment? As a member of the team you will monitor completion of necessary functions of the team and ensures the tasks are executed accurately and properly. This role is also responsible for organizing the recruitment and selection of employees as well as taking an active role in the onboarding and performance management process in guiding and developing the skill set of the operations team. The Team Leader will hold regular team meetings to share information and provide an open forum for team members to collaborate. S/He will periodically review work of all team members to ensure quality and accuracy are met and that the team members meet high standards for customer service and communication skills. Will...

GENERAL DESCRIPTION: Performs various finance and accounting functions for Golden 1 Credit Union, including but not limited to financial reporting, financial analyses and maintaining financial systems/models. Act as lead for employees in the Finance area. Employees in this area are cross-trained in several aspects of finance and accounting functions and will assist the Finance Management team in special projects. TASKS, DUTIES, FUNCTIONS: Develop and analyze data, supporting spreadsheets, charts, and reports to determine financial performance and profitability across markets, products, channels, and member demographics and enterprise-wide analytics. Develop and maintain financial performance-related expertise in assigned business areas to provide deep-dive analysis into metrics, trends and anomalies while providing insights to drive improvements. Coordinate the assessment of market, product, member, and channel performance to identify gaps and additional value areas...

GENERAL  DESCRIPTION: The primary goal is to provide an exceptional member service and sales experience through efficient member transaction processing and the generation of sales through quality referrals. Manages, directs and supervises Branch MSR I, MSR II and Lead. Responsible for branch operations and assigned employee sales performance. Schedules branch employees to maintain an efficient staffing model to maximize resources. Ensures outstanding member service, compliance with all policies and procedures, meeting or exceeding all branch sales goals and objectives, while maintaining professionalism in the workplace. TASKS, DUTIES, FUNCTIONS: Train, develop, and evaluate assigned branch employees. Direct and schedule Branch activities. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti money laundering laws appropriate to the position. Foster a positive and engaging work...

GENERAL DESCRIPTION:  The Home Loan Advisor - External will proactively solicit new residential mortgage loans to meet established loan quality and production goals. They will develop and maintain a strong network of business relationships to ensure a recurring source for mortgage loan referrals.   This network includes mortgage professionals, builders, other professional and personal contacts, and any other referral source the Advisor develops. The external Advisor will enhance this network by regularly participating in business related development opportunities, community events and professional organizations.   They will also be expected to handle branch or call center generated referrals only when the member requests an in person meeting. They will provide our members with the same exceptional service they give to their self-generated referrals and always conduct themselves in a professional and ethical manner. The Advisor shall maintain a thorough understanding of the...

Paid- Full Time and Part Time positions available   Our Financial Advisor Development Program - You’re looking to do well for yourself by doing good for others! Our 12-18 month training period will help you to understand the complexities and challenges of becoming an advisor and establishes a trajectory to embark on a career path to a Financial Advisor.  You will have daily interaction with a team of Financial Advisors who run independent practices and will have opportunities to learn from them as you assist them with growing their practices.  We accommodate flexible schedules, but require at least 16 hours per week.  You will be required to attend training, complete weekly reports, and be held accountable for your progress in the program.  A potential full-time advisor career opportunity is possible (but not guaranteed) for associates who exceed expectations and exhibit the traits of successful advisors. Your daily tasks may include: u...

Retirement Security Centers (RSC) is one of Sacramento's largest financial planning firms. Our current team of Planners has over 200 years of combined financial planning experience! We leverage shared values to work towards shared goals as a unified team, we leverage shared values to work towards shared goals. Everyone will bring their own unique style to the client relationship. Following our consistent process (EASE) and supporting the growth of our brand is key for the entire team at RSC.   Our client-centric approach puts the goals and success of our clients at the forefront. When our clients succeed, we as individual advisors and the RSC Team, find success. RSC is also distinguished by our 40+ years relationship with our broker-dealer (BD), Lincoln Financial Advisors (LFA). As our BD partner, LFA is one of the renowned names in the Financial Services Industry and is regularly named among the top Independent Broker Dealers.   Cumulatively, Lincoln...

Retirement Security Centers (RSC) is one of Sacramento's largest financial planning firms. Our current team of Planners has over 200 years of combined financial planning experience! We leverage shared values to work towards shared goals as a unified team, we leverage shared values to work towards shared goals. Everyone will bring their own unique style to the client relationship. Following our consistent process (EASE) and supporting the growth of our brand is key for the entire team at RSC.   Our client-centric approach puts the goals and success of our clients at the forefront. When our clients succeed, we as individual advisors and the RSC Team, find success. RSC is also distinguished by our 40+ years relationship with our broker-dealer (BD), Lincoln Financial Advisors (LFA). As our BD partner, LFA is one of the renowned names in the Financial Services Industry and is regularly named among the top Independent Broker Dealers.   Cumulatively, Lincoln...