20 jobs found

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 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...

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...

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...

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...

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 Summary This position is responsible for performing complex accounting activities that facilitate the proper accounting of business unit revenue and cost in addition to providing applicable data analytics and analysis to support operational decision making. Essential Job Accountabilities Provide accounting support during the month end financial close process including the review of invoices, hourly and salary payroll, equipment profitability, subcontractor/supplier agreements, materials financials, inventory, journal entries, account reconciliations, customers’ credit & collections, and accruals to achieve Company deadlines and Sarbanes-Oxley (SOX) and US Generally Accepted Accounting Principles (GAAP) compliance. Work within the various operational finance functions (payroll, accounts payable, accounts receivable, subcontract/contract administration,...

Job Description And Duties Under the general direction of the Program and Project Supervisor of the Communications Division Carrier Oversight & Programs Branch – Service Quality and Eligible Telecommunications Carrier (ETC) section, this PURA V will serve as a lead program analyst with minimal supervision and will provide policy analysis, writing resolutions, technical research, data analysis, and advisory support needed for the California Public Utilities Commission's (CPUC) ability to address the telecommunications or equivalent service quality (SQ), PSPS events, Resiliency Strategies, SQ Ordering Instituting Rulemaking (OIR) to ensure the quality of utility services in California, and, thus, to meet its mission to provide safe, reliable and affordable communications services and infrastructure in the state. Develop recommendations on the assigned proceedings to come up with proposed solutions to address any policy issues or gaps by working in conjunction with...

VSP Global is comprised of five complementary businesses that combine high-quality eye care insurance, high-fashion eyewear, customized lenses, ophthalmic technology and retail solutions, with employees in over 23 countries. No matter the role, we’re all focused on a singular mission: to help people see. Learn more by visiting https://www.vspvision.com/careers.html   General Summary As a key member of the Internal Audit team, the Senior Internal Auditor will perform internal audit and consulting work and report on the results with minimal supervision. Responsible for assisting to develop and complete integrated internal audits, participate in implementing/maintaining SOX/NAIC documentation and testing. Contribute to a developing and growing Internal Audit Department. Essential Functions Prepare all work papers and execute a comprehensive audit approach (policies, procedures, processes, controls and measures) to address financial, compliance, IT and...

Job Summary: Reporting to the Assistant Director of Prospect Management and Analytics, the senior prospect data analyst is responsible for providing data driven solutions to Prospect Management and Research (PMR) programs. Lead the development of analytical strategies, tools and ad-hoc reports to support PMR programs such as centralized portfolio management, prospect identification and assignment, portfolio analysis, portfolio penetration, proposal activity, etc., Provide on-going assessments of programs' effectiveness. Coordinate routine and ad hoc analysis and reporting on University-wide prospect qualification, cultivation and solicitation activities. In collaboration with the Prospect Research team, plan, develop and implement custom predictive models to facilitate the identification of high quality prospects to ensure portfolios have a sufficient number of prospects to meet goals and to develop an understanding of donor behavior. Conduct extensive business analysis;...

Job Summary: Under general guidance of the Business and Finance Manager, maintain, and guide the division's financial transaction services. Maintain and guide the division's project support services. Sets and ensures expectations are met by staff conducting project support and financial transactions. Review and make recommendations for changes for division policies and procedures to ensure quality control for purchasing, vendor payments, expense distributions, error corrections/expense transfers, and reimbursements. This includes making recommendations to the Shared Services Center (SSC) Finance Team Manager where processes are completed or go through the SSC. Serve as a liaison between IET and central units such as Accounting, A/P and Travel, SSC, Materiel Management, and other central financial organizations to clarify policies and procedures, and resolve problems. Works with the division's Budget Team and COO to ensure all accounts are maintained and transaction errors are...

Job Summary: Under general supervision of the Assistant Director for Services for International Students and Scholars (SISS), provide advising to a clearly circumscribed set of issues that can be addressed by a set of standard policies or procedures that are commonly faced by international undergraduate and graduate students. Represent the university as a Designated School Official (DSO) for F-1 students and Alternate Responsible Officer (ARO) for the University's J-1 Exchange Visitor Program for students in its obligations to comply with all US immigration and labor regulations governing international students in the United States. Interpret US Department of Homeland Security (DHS) and U.S. Department of State (DOS) regulations. Communicate directly with representatives of U.S. government agencies domestically and abroad as appropriate. Participate in planning, development and teaching, including orientation and outreach, and SDPS courses on international student advising....

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...

Job Summary: In conjunction with the Conference Housing Manager, with a high degree of independence and autonomy on a day-to-day basis, manage and supervise guest service operations for the conference housing program; develop, coordinate, & implement systems, procedures, staffing, to ensure optimum productivity and quality guest service. Partner with Conference Housing Manager to oversee remote desk operations and collaborate in the management of student supervisors and student assistants. Recruits, trains, and supervises student staff. In cooperation with Conference Housing Manager, UC Davis, Conference and Event Services (CES) identify specific target groups within the university community and non-campus groups to market/outreach potential clients. Develop strategies to expand conference housing activities and assure that services and facilities are marketed in best light possible. Provide year-round management, leadership, coordination and implementation of various...

Job Summary: Manage and supervise staff in all undergraduate and graduate advising and student services in Chemical Engineering and Materials Science and Engineering departments. Independently develop and manage two complex and comprehensive graduate programs from recruitment to matriculation. Provide advanced academic advising on a wide range of complex issues involving undergraduate and graduate students. Manage both department program budgets including all block grants, fellowships, awards, and work-study requirements. Manage curriculum planning, policies, resources, and financial aid for impacting performance, time to degree, and future career options in both programs. Responsible for teaching assistant (TA), Reader, and Tutor allocations. Responsible for coordinating outreach, recruitment, and orientation activities. Oversee planning and host events. Coordinate the design and updates of social media sites and pages. Maintain alumni databases, relationships and communication....

Job Summary: Under general supervision, provide support for clinicians and students in the Veterinary Teaching Hospital by serving as the first point of contact; provide medical records support; schedule appointments and process medical records data for easy retrieval; collect payments for services; enter patient charges and collect payment from clients. Physical Demands: -Maneuver/lift equipment and materials weighing up to 25 pounds. - Perform duties at counter or desk for extended periods of time and work in confined or small spaces. Work Environment: -This is a critical position and subject to a background check. Employment is contingent upon successful completion of a background investigation including criminal history and identity check. -May require working with or around areas with sick animals, hazardous materials, and/or infectious diseases, and distraught clients. - Maintain a working schedule coordinated with team members to provide coverage between 7:30am - 7:00...

SALARY: $107,280.00 - $150,228.00 Annually DEPARTMENT: Office of Management & Budget OPENING DATE: 10/20/22 CLOSING DATE: Continuous RECRUITMENT TYPE: Internal/External DESCRIPTION:   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 District policy and procedure issues applicable to budget preparation, meeting with executive staff to review budgetary requests,...

Grants Analyst/Senior Grants Analyst   SALARY:  $67,428.00 - $113,160.00 Annually DEPARTMENT:  Finance OPENING DATE:  10/20/22 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 - $67,428.00 - $94,428.00 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 appropriate creation, assignment, and...

Grants Analyst/Senior Grants Analyst   SALARY:  $67,428.00 - $113,160.00 Annually DEPARTMENT:  Finance OPENING DATE:  09/01/22 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 - $67,428.00 - $94,428.00 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 appropriate creation, assignment, and...

Grants Analyst/Senior Grants Analyst   SALARY:  $67,428.00 - $113,160.00 Annually DEPARTMENT:  Finance OPENING DATE:  05/25/22 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 - $67,428.00 - $94,428.00 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 appropriate creation, assignment,...