Financial Advisor - Investments

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.

We are seeking a skilled and detail-oriented Freelance Bookkeeper for a contract position with our real estate team. This role offers a flexible, part-time schedule, with work performed both in a home office and remotely via QuickBooks remote access. The ideal candidate will manage financial operations and occasionally assist with property management tasks.Key Responsibilities:Manage accounts payable and receivable, including bill payments and rent check deposits Reconcile bank statements and credit card transactions Prepare financial reports, including balance sheets and income statements Assist with budgeting and forecasting processes Conduct general ledger reconciliation Support property management tasks as needed, such as tenant communications and maintenance coordination Report financial data to the accountant for tax and compliance purposes Qualifications:Expert proficiency in QuickBooks (remote access experience preferred) Advanced skills in Microsoft Office, particularly Excel Experience with property management software (e.g., AppFolio, Buildium, or equivalent) is highly desired Strong attention to detail and organizational skills Ability to work independently in a hybrid (home office/remote) environment Prior bookkeeping experience in real estate or property management is a plus Requirements:Minimum of 2-3 years of bookkeeping experience Familiarity with real estate financial processes preferred Reliable internet and home office setup for remote work Excellent communication and problem-solving skills Availability for part-time hours (approximately 20-25 hours per week) as a freelance contractor Must provide own equipment and software licenses as needed Contract Details:Independent contractor position, freelance basis Flexible schedule with a mix of in-home office and remote work Compensation based on experience; invoicing required To Apply: Please send your resume, a brief cover letter, and your hourly rate to [insert contact email or application link]. Highlight your experience with QuickBooks, Microsoft Office, and any property management software, as well as your ability to work remotely. We look forward to hearing from you!Equal Opportunity Employer

The Town of Farragut has a reputation for high standards, and this applies to our workforce as well as our vision for the community. We thrive on professionalism and integrity, and genuinely enjoy serving the community. The Town is seeking applicants for a full time Finance Director/Treasurer. Regular work schedule is Monday-Friday and is in office. The rate of pay starts at $109,669 (DOE) and is salary exempt. The Town offers a competitive benefit package that includes: 90% Town paid health coverage for employee and up to family plan, including a wellness program and multiple EAP plans. 100% Town paid Dental, Vision, Life Insurance and LTD Optional STD, FSA, Additional Life for family, Hospital Insurance, Accident Insurance and Critical Illness Insurance 401k Retirement plan that includes a 6% Town contribution (no match required) and a matching program upon hire. Paid Time Off (Paid Holidays, Annual Leave and Sick Leave) Park and Recreation Discounts Student Loan Forgiveness Opportunities Requirements General Definition of Work This position is responsible for the overall administrative oversight, visioning, leadership, planning, coordinating and management of the Finance Department for the Town. This position also manages and directs the operations of the Finance Department, including investments, debt management, financial forecasting, budget development and monitoring, central financial accounting and reporting, administration of the Town’s financial system, and purchasing. Work involves setting policies and goals under the direction of the Director of Administrative Services. Direct supervision is exercised over Staff Accountant.   Qualification Requirements To perform this job successfully, an individual must be able to perform each essential function satisfactorily.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable an individual with disabilities to perform the essential functions. Essential Functions Directing and managing staff in the Finance Department, providing training, assigning tasks, reviewing work, and preparing performance evaluations; making recommendations for employee transfers and promotions. Serve as the Town’s designated Chief Financial Officer (CFO) and ensure ongoing compliance with all current and emerging state requirements to maintain the designation. Develop work plans and strategies to meet business needs - both short term and long term; develop and direct the implementation of goals, objectives, policies, procedures and work standards to ensure success; ensure proper implementation and Town conforms to related legislative requirements. Project and forecast budget, revenue and expenditures and advise and assist in preparing budget documents and making budget recommendations. Prepare required budget documents and ensure the publication of the annual budget. Establish, maintain, and direct the Town accounting functions (including general ledger, accounts receivables, accounts payable, payroll and fixed assets; cash management and internal control requirements; debt management activities) and reporting systems pursuant to Government Accounting Standards Board (GASB) rules and Generally Accepted Accounting Principles (GAAP) to provide for timely and accurate financial recording and reporting both internally and with outside agencies of Town fiscal and payroll transactions, including procedural controls. Provide professional consultation and staff support to the Board of Mayor and Aldermen; provide financial, statistical, and analytical data. Recommend and assist in development of long-range fiscal programs and financial management including maintaining capital investment plans and revenues. Exercise financial audit control over Town financial records; assist outside auditors and consultants and provide pre-audited financial reports; perform internal audits of Departments. Review revenues and expenditures to ensure compliance with the appropriation ordinance; monitor and communicate shifts in revenue trends. Prepare year-end close of financial records, research proper accounting methods and prepare general ledger entries for accounting issues. Oversee the design, selection and implementation of all manual and automated systems for the Town’s financial systems. Prepare and present financial reports to the Board of Mayor and Aldermen and Town Administrator regarding department budgets, operating funds, special grants, fixed assets and related data. Advise Board of Mayor and Alderman and Town Administrator regarding fiscal impact of resolutions, ordinances, contracts, and staffing or program changes; give advice regarding budget variations. Responds to citizen requests and complaints. Knowledge, Skills, and Abilities Knowledge of Generally Accepted Accounting Principles and Generally Accepted Auditing Principles related to municipal budgetary administration and program development. Knowledge of management and supervisory principles and practices, budget management methods and techniques, basic laws, ordinances and regulations underlying a municipal corporation. Knowledge and understanding of cash management, investment, municipal bond market, and modern banking relationships. Knowledge of management and supervisory practices & principles. Ability to research and analyze detailed information and make appropriate recommendations, to plan, develop, implement, and evaluate projects and programs, and to maintain a professional demeanor when interacting with the public. Ability to develop department goals and objectives.   Education and Experience Bachelor’s Degree in Public or Business Administration, Finance, Accounting or related field and ten (10) years of municipal accounting or finance experience. Five (5) years of supervisory experience. Must have and retain a minimum of one (1) of the following certifications: Certified Public Accountant(CPA), Certified Government Financial Manager (CGFM), Certified Public Finance Officer (CPFO), or Certified Municipal Finance Officer (CMFO).   Physical Requirements This work requires the occasional exertion of up to 25 pounds of force; work regularly requires sitting and repetitive motions, frequently requires speaking or hearing and using hands to finger, handle or feel and occasionally requires standing, walking, stooping, kneeling, crouching or crawling, reaching with hands and arms, pushing or pulling and lifting; work has standard vision requirements; vocal communication is required for expressing or exchanging ideas by means of the spoken word; hearing is required to perceive information at normal spoken word levels and to receive detailed information through oral communications and/or to make fine distinctions in sound; work requires preparing and analyzing written or computer data, operating machines and observing general surroundings and activities; work has no exposure to environmental conditions; work is generally in a moderately noisy location (e.g. business office, light traffic).   Special Requirements Valid driver's license in the State of Tennessee.   Pre-Hire Required Screenings Background Check MVR Check Drug Screen-Non DOT Benefits The Town offers a competitive benefit package that includes: 90% Town paid health coverage for employee and up to family plan, including a wellness program and multiple EAP plans. 100% Town paid Dental, Vision, Life Insurance and LTD Optional STD, FSA, Additional Life for family, Hospital Insurance, Accident Insurance and Critical Illness Insurance 401k Retirement plan that includes a 6% Town contribution (no match required) and a matching program upon hire. Paid Time Off (Paid Holidays, Annual Leave and Sick Leave) Park and Recreation Discounts Student Loan Forgiveness Opportunities Additional Benefits Cell Phone Allowance/Company Issued Phone

Are you interested in a career in tax preparation? Can you talk to anyone and make people feel welcome? We are seeking motivated individuals to join our team of tax professionals. No experience is necessary, we will train you*! JOIN FOR OPEN HOUSE ON OCT 7th. Why Join Us? - Liberty Tax is a great place for a flexible career, or even better as a long-term home. We offer continual training for skill development, and a place you can give back to your community. - We are CTEC-certified to offer the 60-hour course required to become a licensed tax preparer in California. - You can enroll in our *Tuition-Free* tax course and get started right away. If we teach you, we guarantee you an interview with our hiring team. Experienced preparers are always welcome. - We are flexible. Classes are held twice a week, covering everything you need to know to become a certified, paid tax preparer. What You’ll Gain: - Comprehensive training from experienced professionals. - Support in obtaining your CTEC certification and PTIN. - Hands-on experience with tax preparation. - The opportunity to start a rewarding career in a growing industry. Requirements: - High school diploma or equivalent. - Strong attention to detail and a willingness to learn. - Availability to attend our 60-hour course, held three times a week. - Interest in tax preparation and customer service. -Sales and/or retail experience a plus. -Bilingual skills are a plus. Details: Tuition: FREE Books: $0 Hybrid Class: 2 days in person, and 1 day from home each week. Classes begin October 16th, and will be held every T, W, and Th until 11/25. Thursday class will be completed remotely from home. Location: 219 Jackson Street Hayward, CA 94544 (Morning Class) Class will be held Tuesday & Wednesday. 2 classes each week. Thursday is study from home. LIBERTY TAX SERVICE-HAYWARD 219 JACKSON ST HAYWARD CA 94544 510-885-1040 LIBERTY TAX SERVICE-SAN LEANDRO 16396 E.14TH STREET SAN LEANDRO, CA 94578 510-481-2040 If you're ready to jumpstart your career as a tax preparer, apply today! We are excited to help you on your journey to becoming a certified professional. *Tuition-Free Tax Course. Small fee for books & Supplies. CTEC registration fees and PTIN fees will apply but may be eligible for reimbursement post-employment. *Liberty Tax is approved by the California Tax Education Council to offer qualifying and continuing education courses that count as credit towards the annual requirements imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org. *Tuition-Free Tax Course. Small fee for books & Supplies. CTEC registration fees and PTIN fees may still apply. *Start your career with us! Apply now.

About the Role: The Inventory Control Specialist is responsible for maintaining accurate inventory records and supporting the integrity of the inventory and procurement systems. Reporting to the Accounting Services Manager, this role ensures that inventory transactions are appropriately recorded and that variances are investigated and resolved in a timely manner.  A strong attention to detail, solid analytical skills, and the ability to collaborate across departments are essential in this position. Position Responsibilities: Schedule, perform and/or supervise all monthly physical inventory counts and coordinate with the Warehouse Manager and outlet managers to ensure accuracy and completeness Oversee open purchase orders and receivers for the F&B outlets, ensuring timely resolution of any that exceeds established timelines Assist General Ledger staff in identifying causes for monthly cost percentage anomalies Assist Inventory Control team as needed with invoice processing which includes data entry and filing Review completed invoices for accuracy in pricing, quantities, and yields; address F&B vendor issues when escalated Responsible for the resolution of cost transfer and inventory transfer processes and recording of monthly journal entries Complete inventory adjustment requests Investigate and resolve discrepancies between physical counts and system records to ensure accuracy in reporting Prepare the food & beverage cost report and various other analysis Ensure accuracy of check packages and related documentation Perform AD Hoc duties/analysis as assigned   Essential Functions: Maintain accurate inventory records through attention to detail & process consistency Resolve inventory related issues quickly & effectively through strong problem-solving skills Strong organizational skills and ability to manage multiple tasks simultaneously Collaborate cross-functionally with internal teams and external vendors Proficiency with inventory control/accounting software and systems Requirements Previous experience in Food & Beverage inventory control position preferred Ability to stand for multiple hours during physical inventory and be able to lift/push/pull up to 50 pounds Flexibility in shifts for several days each month Ability to bend, reach & climb ladders as needed Ability to work in varying warehouses or storage environments including temperature fluctuations and space. Strong communication skills with the ability to present clear, actionable data Prior experience with purchasing/accounting software systems a plus Proficient in Microsoft Office products including Word and Outlook and especially Excel.  Experience in Stratton Warren IP and Great Plains preferred Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Training & Development Our anticipated salary range for this position is $16.92 -$21.97 however final salary offer will be determined based on experience.

About the Company We are a construction materials supplier that specializes in the pipe, valves, & fittings markets. We provide materials to jobsites and manufacturers across Southern California. The company has been in business for over 40 years, but our team is young, vibrant and motivated. Our employees boast on Company Culture, and turnover is low. Duties Full Time, Mon-Fri 8am-5pm Assist Accounts Payable Department -Use Quickbooks to enter bills -Coordinate with the warehouse receiving department to resolve billing discrepancies -Respond to Vendors with payment details Assist Accounts Receivable Department -Use Quickbooks to analyze past due accounts and invoices -Make phone calls and emails to Customers to inquire on payments -Process Customer credit card payments Assist Receptionist in answering and transferring phone calls Requirements Experience in accounting Reliable and punctual Customer service oriented Positive and professional attitude Team player, outgoing and friendly Background check Compensation $23.00-$25.00/hr Medical Insurance Vacation Days and 401k after probation period Please submit resume to this post directly. Thank you for your interest.