2 results for Portfolio Manager in Carlsbad, CA

Finance Manager

San Diego, CA
onsite
Permanent
120000 - 150000 USD / Yearly
We are looking for a dedicated Finance Manager to join our team in San Diego, California. In this role, you will oversee financial systems and compliance while ensuring alignment with industry regulations and best practices. This position is pivotal in driving strategic financial initiatives, optimizing processes, and supporting organizational goals. Responsibilities: • Collaborate with IT and finance teams to maintain compliance with regulations and implement cybersecurity best practices. • Act as the primary finance liaison to ensure adherence to fiscal policies and financial accountability. • Conduct research to provide insights and recommendations for improving finance operations. • Produce detailed reports and perform ad-hoc analyses to support internal and external financial requests. • Evaluate revenue positions to identify risks and opportunities within development activities. • Enhance systems and protocols to achieve operational excellence in finance processes. • Partner with leadership to support annual revenue planning, including analyzing staffing and resource allocation. • Monitor monthly financial structures to ensure expense tracking, timely reporting, and accurate payment processing. • Oversee forecasting and planning systems to support informed financial decision-making. • Manage and analyze data systems that streamline tracking, reporting, and progress toward financial objectives.
2026-03-09T00:00:00Z

Risk Manager

Irvine, CA
onsite
Temporary
70 - 100 USD / Hourly
We are looking for a highly skilled Risk Manager with extensive experience in financial services to join our team on a long-term contract basis. This role is based in Irvine, California, and involves working on strategic enterprise risk management initiatives, due diligence processes, and data analysis to support regulatory compliance and business objectives. The ideal candidate will bring expertise in risk management frameworks and consumer lending, along with a proactive approach to problem-solving. Responsibilities: • Evaluate and optimize the enterprise risk management framework, ensuring functionality and identifying areas for improvement. • Perform detailed due diligence, including managing trust center operations and assigning roles within the team. • Analyze existing standard reports and dissect data sets to verify accuracy and reliability. • Collaborate with stakeholders to produce audit reports by gathering and structuring relevant data. • Support regulatory audit examinations by providing insights and documentation to meet compliance standards. • Apply auditing skills to reassess and enhance risk management practices across the organization. • Develop and implement risk management strategies tailored to enterprise-level needs. • Utilize data science techniques to extract actionable insights from complex data sets. • Ensure that consumer lending practices align with regulatory requirements and organizational risk policies. • Communicate findings and recommendations effectively to senior management and relevant teams.
2026-03-27T00:00:00Z