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6 results for Director Of Operations Financial Services in Fallbrook, CA

Director of Finance

La Mesa, CA
onsite
Permanent / Full Time
150000 - 210000 USD / Yearly
We are looking for an experienced finance leader to guide the fiscal strategy and financial operations of a public sector organization in California. This role oversees budgeting, treasury activities, accounting, debt administration, and long-range planning while supporting transparent reporting and responsible stewardship of public resources. The Director of Finance will work closely with executive leadership and governing bodies to provide analysis, recommendations, and financial direction that align with organizational priorities and compliance standards. Responsibilities: • Lead the organization’s treasury function by managing cash positioning, liquidity needs, and investment activity to support ongoing operations and long-term financial goals. • Build and maintain strong relationships with banking partners and other financial institutions to ensure effective access to services and efficient handling of funds. • Establish and enforce financial policies, operating procedures, and internal controls that strengthen accountability across treasury and finance activities. • Direct the preparation, coordination, and presentation of annual budgets, while guiding forecasting and multi-year financial planning efforts. • Evaluate financial results, develop clear reports, and present recommendations to executive leadership, board committees, and the governing board to support informed decision-making. • Oversee debt-related strategies, including bond financing, refinancing evaluations, reserve monitoring, and adherence to disclosure and regulatory obligations. • Manage funding strategies connected to pension and other post-employment benefit obligations, ensuring sound planning for long-term liabilities. • Supervise accounting, audit, and financial reporting functions to promote accuracy, timeliness, transparency, and compliance with governmental standards. • Serve as Treasurer and represent the organization on fiscal matters in meetings with the board, public agencies, community stakeholders, and industry groups. • Provide leadership to assigned staff and contracted resources, including hiring support, performance oversight, and compliance with organizational policies and applicable laws.
2026-06-30T00:00:00Z

Director of Accounting

San Diego, CA
remote
Temporary / Contract
79.1635 - 91.663 USD / Hourly
Robert Half Management Resources is partnering with a San Diego-based, project-driven organization (construction-focused) seeking an interim Director of Project Accounting to step in and drive operational improvements, strengthen processes, and lead a high-performing team. This is a 4–6 month engagement, with a heavier on-site presence upfront, transitioning to a more flexible/remote cadence over time. Position Overview Reporting to the SVP & Controller, the Director of Project Accounting will lead and enhance project accounting operations, driving efficiency, accuracy, and cross-functional alignment. This leader will bring a strong blend of technical accounting expertise, operational leadership, and process improvement focus. Key Responsibilities Strong focus on projects around Sales & Use tax, Inventory, tariff compliance, unique project considerations (cancellations, customer bankruptcies) Partner cross-functionally with Project Controls, Construction, and Operations to design and optimize accounting processes while ensuring strong internal controls Lead month-end close for project accounting, including WIP, job cost accruals, reserves, underbillings, deferred revenue, and joint ventures Support quarter-end flux / variance analysis tied to project performance Oversee complex balance sheet reconciliations and non-standard journal entries Manage, mentor, and review the work of the project accounting team Assist in the preparation of financial statements in accordance with US GAAP Identify issues proactively and implement process improvements and operational efficiencies Support audit readiness and coordination with external auditors Assist with due diligence efforts and special projects as needed Qualifications Bachelor’s degree in Accounting or Finance 10+ years of progressive accounting experience Strong project-based accounting experience within construction or similar industries Expertise in: Revenue recognition (ASC 606) Change orders, contracts, cost-to-complete estimates WIP accounting, reserves, claims, and settlements Experience in multi-entity and consolidated environments Ability to manage multiple complex projects (Lump Sum, GMP, T&M) Experience overseeing audits and working with external auditors Exposure to CMiC and/or Textura (ideal but not required) CPA strongly preferred Preferred Background Construction industry with percentage-of-completion accounting Big 4 or large public accounting experience Strong Excel / MS Office skills Engagement Details Duration: 4–6 months Location: San Diego (on-site preferred) Flexibility: Open to candidates outside San Diego willing to travel upfront, with more remote flexibility over time
2026-07-08T00:00:00Z

Operations Administrator

San Diego, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
Position Summary Our client in the insurance industry is seeking a highly organized and detail-oriented Operations Administrator to support day-to-day business operations and ensure smooth workflow across multiple departments. This role is ideal for someone who thrives in a structured, fast-paced environment and enjoys supporting both administrative and operational functions.The Operations Administrator will play a key role in coordinating processes, maintaining documentation, and supporting internal teams to ensure accuracy, efficiency, and compliance within insurance operations. Key Responsibilities<ul><li>Support daily operational workflows across underwriting, claims, or policy administration teams</li><li>Maintain accurate records and documentation in internal systems and ensure data integrity</li><li>Assist with processing insurance applications, policy changes, and related administrative tasks</li><li>Coordinate communication between internal departments, carriers, and external partners as needed</li><li>Review and organize policy and client documentation for completeness and compliance</li><li>Support reporting efforts by gathering and inputting operational data into spreadsheets or systems</li><li>Monitor workflow queues and assist in prioritizing and routing tasks appropriately</li><li>Respond to internal inquiries regarding policy status, documentation, or operational processes</li><li>Assist with audit preparation and compliance-related documentation tracking</li><li>Provide general administrative support to operations leadership and team members </li></ul>
2026-06-26T00:00:00Z

Operations Administrator

San Diego, CA
onsite
Temporary to Hire
22 - 24 USD / Hourly
Our client is a well-established and growing financial services organization committed to delivering exceptional support and innovative solutions to its clients and business partners. With a collaborative, team-oriented culture, the company values professionalism, accuracy, and outstanding customer service. This is an excellent opportunity to join a fast-paced organization where your administrative and operational expertise will make a meaningful impact. Position SummaryOur client is seeking a detail-oriented Operations Administrator to support the day-to-day operations of their financial services team. This role is responsible for coordinating administrative processes, maintaining accurate records, supporting internal teams, and ensuring a seamless experience for clients and business partners. The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, and takes pride in delivering exceptional customer service while maintaining a high level of accuracy. Key Responsibilities<ul><li>Answer and direct incoming calls, greet clients and business partners professionally, and respond to inquiries.</li><li>Coordinate and process administrative documentation while ensuring accuracy and completeness.</li><li>Maintain and update client records, files, and internal databases.</li><li>Review documentation for completeness and follow up with clients, vendors, or internal departments as needed.</li><li>Track outstanding items and proactively communicate updates to ensure timely completion.</li><li>Prepare, process, and distribute reports, correspondence, and operational documents.</li><li>Provide exceptional customer service through professional phone and email communication.</li><li>Assist with scheduling, calendar coordination, and meeting preparation.</li><li>Support operational workflows by identifying opportunities to improve efficiency and streamline processes.</li><li>Collaborate with cross-functional teams to meet deadlines and achieve departmental goals.</li><li>Maintain confidentiality of sensitive client and company information.</li><li>Perform additional administrative and operational duties as assigned.</li></ul>
2026-07-07T00:00:00Z

Operations Administrator

San Diego, CA
onsite
Temporary to Hire
21.85 - 25.3 USD / Hourly
We are looking for an Operations Administrator to support agent onboarding, licensing, and carrier contracting activities in San Diego, California. This contract-to-permanent opportunity is ideal for someone who brings strong administrative discipline, a service-minded approach, and the ability to manage detailed workflows in a regulated environment. In this role, you will help ensure records, applications, and case activity are processed accurately and on schedule while working across multiple platforms and coordinating with internal partners. Responsibilities: • Examine agent licensing and contracting submissions for completeness, accuracy, and readiness before forwarding materials to insurance carriers. • Maintain up-to-date agent and case records by entering, updating, and organizing information across Salesforce and related internal systems. • Track pending items and proactively request missing forms, supporting documents, and appointment details to keep cases moving without delay. • Coordinate the progression of contracting files from intake through completion while preserving thorough and accurate documentation at each stage. • Work within various carrier portals and follow each provider’s specific submission procedures and processing requirements. • Monitor turnaround expectations and daily workflow targets to ensure service commitments and internal deadlines are consistently met. • Partner with cross-functional teams to streamline administrative processes and create an efficient experience for agents during onboarding and contracting. • Deliver responsive, clear communication while managing a high-volume workload that requires accuracy, consistency, and attention to detail.
2026-07-07T00:00:00Z

Operations Administrator

San Diego, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
Position Summary Our client in the financial services industry is seeking a detail-oriented and highly organized Operations Administrator to support daily business operations across client service, account administration, and internal operations functions. This role is ideal for someone who thrives in a fast-paced, compliance-driven environment and enjoys working with data, documentation, and cross-functional teams.The Operations Administrator will help ensure operational accuracy, timely processing, and high-quality service delivery to both internal stakeholders and external clients. Key Responsibilities<ul><li>Support day-to-day operational workflows across client onboarding, account maintenance, and transaction processing</li><li>Maintain and update client and account records with a high level of accuracy and confidentiality</li><li>Assist with processing forms, account changes, and service requests in accordance with internal policies and regulatory requirements</li><li>Coordinate with client service teams, advisors, and operations staff to resolve inquiries and ensure timely completion of tasks</li><li>Review documentation for completeness, accuracy, and compliance with financial regulations and internal standards</li><li>Monitor workflow queues and help prioritize and route operational tasks appropriately</li><li>Support reporting by collecting, organizing, and entering operational and financial data into internal systems</li><li>Assist with audit preparation, compliance tracking, and documentation management</li><li>Respond to internal and external inquiries regarding account status, processes, or documentation requirements</li><li>Provide general administrative and operational support to leadership and team members</li></ul>
2026-06-26T00:00:00Z