Senior accountant or controller type-temporary or temporary to hire (Woodland Hills CA)

Become a Certified Business Funding Broker Earn part-time or full-time income by helping small business owners access the capital they need to grow. What We Offer: We offer a small business funding platform that helps business owners access fast capital—especially when banks say no. Our system matches them with the best available offer from over 20 top funding providers, all through one simple application. Why Partner With Us: • You refer business owners—we handle the rest • No selling, negotiating, or licensing required - just broker certification with DAC. • One application, multiple funding offers • Free to join • Personalized referral website included • Completely remote and flexible • Broker Certification (approximately 3 hours of online training and quizzes to get started) How You Earn: • DAC Certified Brokers earn 1% to 5% of funded amounts • The average commission is approximately 2.5% • Example: Help a client get $100,000 in funding, and you could earn $2,500 • Commissions paid as soon as the next business day • This is an independent contractor opportunity—not employment. Interested? Let’s connect. Start by watching a broker overview at https://davidallencapital.com/partner/ If it resonates with you, send me a quick text or email and we can go from there. No pressure—just a real conversation to see if it’s a fit. ID# 485793239

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in Denver, CO to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days

Fortuity Co. is a boutique multi-family office delivering tailored wealth structuring, tax optimization, compliance solutions, and legacy planning to help clients build, protect, and sustain generational wealth with precision and legal clarity. We serve visionary business owners and high-net-worth individuals across multiple jurisdictions, managing business structuring, cross-border compliance, governance, financial reporting, and strategic mapping. We are expanding our high-performance team and have multiple full-time openings at our Sherman Oaks office. These positions are central to keeping our structures compliant, our operations precise, and our clients positioned to thrive across generations. This is your opportunity to join a forward-thinking, innovation-focused family office where accuracy, creativity, and accountability matter. Your contributions will have a direct, measurable impact on client outcomes and long-term legacy planning. -OPEN ROLES - LEGAL CLERK – Entity Governance & Records Oversight: -Support leadership in client-facing governance, document management, and compliance operations -Prepare and file governance documents, contracts, and statutory forms -Maintain and review entity records, agreements, and governance files -Track and manage deadlines for regulatory filings -Oversee version control and digital filing systems -Support due diligence, audits, and compliance reviews -Coordinate with clients, trustees, bankers, and advisors STAFF ACCOUNTANT – Multi-Entity Bookkeeping & Reporting: -Manage full-cycle bookkeeping for individuals, businesses, and trusts -Reconcile bank, credit card, and loan accounts with precision -Maintain general ledgers and record journal entries -Classify and track income, expenses, assets, and liabilities -Prepare internal financial reports to support tax planning -Collaborate with internal teams to ensure records are audit-ready CLIENT SUPPORT – Administrative Account Representative: -Serve as the operations hub for client onboarding and workflow coordination -Establish and track deadlines and follow up until resolution -Monitor and update live case tracking systems to ensure workflow accuracy -Continuously reconcile case status and documentation to maintain up-to-date records -Consistently communicate with clients and maintain professional relationships -Report routine updates to clients and internal teams promptly -Schedule and coordinate meetings, capture actionable notes, and ensure timely follow-up -Proactively field and coordinate internal and external communications to eliminate operational bottlenecks *Tools / Platforms: Microsoft 365 + (Outlook/Teams/SharePoint/Copilot) + Salesforce (FSC for Advisors) + Corvee + Adapt + LexisNexis + Logiqs + **Added-Value / Expertise: Bilingual + Finance + Legal + Accounting + Tax + Compliance + FinTech + Business + Management + Consulting ++ ***Foundational Traits / Success Profile: Collaborative + Solution-Oriented + Fast Learner + Results-Driven + Assertive + Confident + Relentless + Decisive + People Smart +++ Why Join Us: -Work in a fast-moving, innovation-driven culture where your work has immediate impact -Get front-row access to real-world corporate structuring, cross-border tax strategy, and executive-level decision-making -Receive direct mentorship from leadership, accelerating your professional growth -Opportunity to grow within a long-established, recession-resilient firm focused on generational planning We operate with discipline and precision, and we look for professionals who thrive in a structured environment, value integrity, and take pride in producing error-free work product. What We Offer: -Competitive compensation (DOE) with structured performance reviews and growth opportunities -Paid time off and observed holidays -Comprehensive health benefits (medical, dental, and vision) -Career development with ongoing professional training and advancement opportunities -Structured, career-focused work environment where contributions are visible and valued Ready to make an impact? Please send your resume AND cover letter with the role you are applying for in the subject line.

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in St. Louis, MO to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days

Fast paced construction and maintenance company seeking an individual for an in house position for invoicing, collections, and bookkeeping Responsibilities include: invoicing out completed work orders in Quickbooks and GoCanvas computer programs. Uploading of invoices on customer portals. Mailing emailing statements, collections calls. Must have 5 years minimum experience. Must be proficient in Quickbooks, Outlook, Microsoft Suite, knowledge with uploading on portals and Canvas are a plus! RESUME MUST BE PROVIDED -

Fiscal Coordinator - Authorizations Salary Range: $47,618 - $57,141 Annually GGRC is currently hiring for a Fiscal Coordinator - Authorizations. This role reviews POS, setup source of funds for residential Purchase of Services (POSs), process Supplemental Security Income (SSI) Rate Change; prepare cash receipts and other miscellaneous administrative functions in the Accounting unit. This is a hybrid schedule role offering the opportunity to work in the community, from any of our offices located in San Francisco and from the comfort of your own home. What you’ll Do: Authorization Functions Review and process all POS requests. Generate and distribute POS authorizations to vendors. Process payment adjustments due to POS Change Requests. Process retro rate change. Respond to and provide assistance to help to resolve POS Authorization questions with all customers as appropriate. Match dental invoices with existing authorizations and code invoices with applicable Schedule of Maximum Allowance (SMA) rates. Assist with year-end rollover/rollback process. Prepare/analyze reports if needed. Perform filing, filing maintenance, and file purging duties. Gather and compile requested information for internal audit and state audits. Administrative Functions Setup Source of Funds for new residential POSs. Process SSI Rate Change. Prepare cash receipts for all funds and deposit to the appropriate bank accounts. Process loan repayment through AS400 Cash Receipts Menu. Forward memorandums upon completion of deposits to the appropriate unit. Prepare loan analysis to assist Social Workers to collect existing loan balance. Miscellaneous Functions Cross train and work in numerous functions within the department as needed. Participate in special projects and assist with additional duties or tasks as assigned Provide analysis for and compile information for required reports. Work successfully within the agency and across departments to maintain high quality services and implement the goals of the regional center. Who You Are Ability to convey complex information and ideas in a clear, concise and professional manner in writing and verbally to wide audience Strong customer service and problem -solving skills Ability to work with and problem solve all levels within the organization Ability to operate basic office equipment, including scanners, copiers, faxes, phones Basic familiarity with MS Word®, MS Excel®, MS PowerPoint®, MS Outlook® or similar software applications Knowledge of accounting principles Requirements 2+ years post-secondary education Bachelor's Degree or equivalent may be substituted for two years work experience 2+ years professional experience in accounting or related field Benefits What are the benefits to working with GGRC? We offer a comprehensive benefits package including Medical and Dental benefits with a generous employer contribution and additional employer paid Life, Disability and Vision coverage 10% employer contribution to a 403(b) retirement account to help you save for the future! GENEROUS TIME OFF BENEFITS!!! No really, we mean generous: 13 vacation days, 15 sick days, 11 paid holidays, 6 personal holidays and up to 5 paid days for continuing education What makes GGRC so special? GGRC values diversity, we believe in creating an environment where people of all backgrounds can collaborate to find solutions to complex problems. We are community minded and passionate. GGRC values each person as a full, robust, and unique individual and interacts with each person in a manner that is respectful and responsive. We endeavor to place each person at the center of his, her or their own life. We approach each person as an expert on his, her or their own life and identity with a clear and attentive inquiry into what is important to, as well as important for, that one person (whether coworker or person-served, family member or other stakeholder). How to apply: GGRC values diversity; people of all backgrounds are encouraged to apply. Please complete the application and submit your most recent resume. If you feel that the questions do not accurately capture what you have to offer Golden Gate Regional Center, you are also welcome to attach a cover letter. Applications are being reviewed on a rolling basis so we encourage you to submit yours soon. We look forward to reading your application. Golden Gate Regional Center is an Equal Opportunity Employer.