12 results for Account Coordinator in San Diego Ca

Account Coordinator Robert Half is seeking a dynamic, detail-oriented, and client-focused Account Coordinator to join our team. This is an exciting opportunity to support a client in the technology indistry. The Account Coordinator will play a vital role in assisting with account management, ensuring seamless service delivery, and supporting the broader team to meet client needs and expectations. Key Responsibilities:<ul><li>Serve as a point of contact for client communication, ensuring timely and professional responses to inquiries.</li><li>Assist in managing client accounts, including coordinating onboarding, monitoring progress, and ensuring satisfaction.</li><li>Support internal teams in preparing account-related materials such as presentations, proposals, and reports.</li><li>Track account performance metrics, timelines, and deliverables to ensure alignment with client requirements.</li><li>Resolve client issues by troubleshooting concerns and escalating matters to relevant team members when necessary.</li><li>Coordinate with cross-functional teams to ensure seamless execution of projects and deliverables.</li><li>Maintain and update client records in CRM software to ensure accuracy and completeness.</li><li>Assist with administrative tasks related to client accounts, including scheduling meetings and preparing meeting agendas.</li></ul>

Account Manager We are seeking an Account Manager II to join our team in San Diego, California. This role primarily involves managing third-party group benefits in the insurance industry. As an Account Manager II, you will be responsible for processing eligibility, overseeing group enrollments, and maintaining communication with brokers and HR contacts. This position offers a contract to permanent employment opportunity. Responsibilities: • Efficiently process eligibility for various group sizes, from small to large groups, as directed by brokers. • Oversee and manage the enrollment of members into insurance plans. • Maintain and nurture relationships with multiple vendors. • Handle a portfolio of business, ensuring all client needs are met and relationships are maintained. • Use CRM software to keep track of customer interactions and inquiries. • Utilize Microsoft Excel to manage spreadsheets, sort data, and perform manipulations (excluding formula usage). • Act as a point of contact for both brokers and HR representatives, primarily through email and occasionally over the phone. • Leverage your knowledge of both Health Insurance and Commercial Insurance to provide accurate and helpful service. • Monitor customer accounts and take appropriate action as needed.

Traffic Coordinator Our client, an innovative and fast-paced real estate marketing agency, is seeking a highly skilled Traffic Coordinator to join their dynamic team in a contract to hire capacity. This dual-role opportunity combines project management expertise with executive-level support, requiring a detail-oriented individual eager to make an impact. If you thrive in a creative, collaborative, and fast-paced environment, this could be the perfect fit for you. Job Overview:As the Traffic Coordinator, you'll play a vital role in ensuring smooth project workflows by managing schedules, deadlines, and tasks for creative and account teams. Simultaneously, you'll provide high-level administrative support to the company President, including calendar management, correspondence, and preparation of presentations. This role is ideal for someone with a knack for organization, excellent multitasking skills, and a proactive approach to problem-solving. Responsibilities: <ul><li>Coordinate and communicate with account executives, creative teams, vendors, and media personnel to manage project schedules and material fulfillment.</li><li>Organize detailed timelines and set deadlines for agency and client projects.</li><li>Track work-in-process jobs, including due dates and deliverables, ensuring adherence to timelines.</li><li>Monitor project workflows, reassign tasks, and adjust deadlines as necessary to optimize team output.</li><li>Facilitate communication and resource allocation to ensure the success of ongoing projects.</li><li>Serve as the primary administrative support to the President, handling calendar management, travel arrangements, and correspondence.</li></ul>

Patient Care Coordinator We are offering a contract employment opportunity for a Patient Care Coordinator in Laguna Hills, California. In this role, you will be a vital part of our healthcare team, providing administrative support to the Radiology Therapeutic department. Your work will encompass handling patient registration, scheduling, billing, and insurance verification. You will also be responsible for managing patient records and ensuring the smooth operation of our medical record systems. Responsibilities • Handle end-to-end patient registration, scheduling, and billing processes to ensure timely and accurate reimbursement.• Provide administrative support to the Radiology Therapeutic department, including file management, report distribution, and computer system utilization.• Engage with patients to provide understanding and a positive healthcare experience.• Input emergent orders following established procedures to prioritize patient care needs.• Troubleshoot non-routine billing or cancellation occurrences that require contractual interpretation.• Assist in the training of new staff members within the Radiology Therapeutic Department.• Contribute to the development and upkeep of department procedural manuals to support evolving business needs.• Maintain accurate records following regulatory guidelines or standards.• Provide excellent service to patients, visitors, and fellow staff members.• Register, verify, and update patient information in EPIC in a timely and accurate manner.• Prioritize and coordinate job duties to maximize department efficiency, monitor work queues for account follow up and bill release.• Respond promptly and appropriately to department/management and customer requests for information or actions.• Ensure and obtain correct current eligibility, benefit coverage, and authorizations to secure patient accounts.• Maintain a neat, organized work environment, keeping work-related supplies and reference material in designated locations.• Exhibit the ability to prioritize and multitask effectively.• Perform other duties as assigned.

Financial Reporting Manager • We are seeking an experienced Reporting Manager with 4+ years of experience in real estate or investment management whose strengths lie in financial analysis and reporting• Ability to prioritize and handle multiple tasks with flexibility to adapt and adjust on an ad hoc basis, as needed• Excellent organizational and communication skills, both written and oral• Team player with a collaborative approach• Bachelor’s Degree in Accounting or Finance required• CPA required• Strong, general, full-cycle accounting experience, preferably in real estate• Big 4 and/or with industry experience preferred• IFRS experience preferred Responsibilities:• As a member of the Finance & Accounting team, you will interact with management• Duties include, but are not limited to, maintaining and analyzing accounting and reporting records, reviewing quarterly financial reports, preparing interim and year-end audit work papers, submitting lender and tax compliance reports, as well as other financial reports to management and/or owners, under specific deadlines• This is a permanent position, hybrid role, daily hours of 9:00 a.m. to 5:00 p.m.• Provide regular reporting regarding financial and operating trends and metrics, as well as analyze and benchmark performance of assets, and progress of ad-hoc business and digital transformation projects to the Director of Accounting and Reporting• The position is based at the Company’s Costa Mesa offices and reports to the Director of Accounting and Reporting

Accounting Clerk We are in the process of recruiting an Accounting Clerk to join our team in Newport Beach, California. The role primarily involves managing and processing accounts payable and receivable, maintaining accurate financial records, and ensuring billing accuracy. Responsibilities: • Accurately process customer credit applications. • Oversee accounts payable, including data entry for invoices into the accounting system. • Assist in verifying vendor information and payment details, and respond to basic vendor inquiries about payment status. • Log incoming checks or electronic payments into the system for processing. • Perform daily reconciliation tasks under the guidance of the Accounting Manager. • Generate and distribute reminder bills and personal expense statements. • Work closely with team members to ensure billing accuracy and resolve discrepancies. • Maintain and analyze billing spreadsheets in Excel. • Perform data entry and edits to invoices as directed by the Accounting Manager. • Verify client contact information and update billing records. • Use various software systems, such as Microsoft Excel, Oracle, QuickBooks, SAP, and Aderant, to perform tasks efficiently.

Cost Accounting Manager We are on the lookout for a meticulous Cost Accounting Manager to be a part of our team located in SAN DIEGO, California. As a Cost Accounting Manager, your primary role will be to provide a comprehensive cost analysis that bolsters our operations, oversee the inventory value, and collaborate closely with the manufacturing department to manage and examine standard costs and variances. This role offers an exciting opportunity to be an integral part of our team. Responsibilities • Analyze and maintain detailed records of the company's inventory and cost of sales • Collaborate with manufacturing personnel to manage and analyze standard costs and variances • Execute the month-end closure process for inventory/Cost of Goods Sold • Direct the annual standard setting and inventory revaluation processes • Manage the collection of cost information and upkeep of an expense database • Assist in implementing NetSuite (ERP) from QuickBooks, focusing on cost of sales and inventory aspects • Identify fixed costs such as salaries, rent, and insurance and plan and record variable costs such as raw material purchases and operational costs • Collaborate with management to comprehend direct labor efficiency • Review standard and actual costs for inaccuracies/variance/over-under absorption • Prepare financial reports and conduct research and analysis as required • Maintain the general ledger, perform account reconciliations, assist with audit preparations, and manage other accounting duties as required • Evaluate and establish reserve policies including Excess and Obsolete Inventory (E& O).

Staff Accountant We are working with a company in the manufacturing industry who are publicly traded company in Asia and their US entity is over $130M in revenue! They are in search of a Staff Accountant in their San Diego office, with a fully remote work model. You will have the opportunity to work directly with the Accounting Manager and many growth opportunities within the company. Key Responsibilities:<ul><li>Accounts Payable (AP) Management: Full cycle AP processing - accurate invoice entry, obtaining approvals, ensuring timely vendor payments.</li><li>Financial Record Keeping: Maintain precise financial records in ledgers, journals, and AP/AR systems.</li><li>Payment Processing (Electronic): Set up and execute ACH payments and wire transfers.</li><li>Bank & Account Reconciliations: Reconcile bank statements, credit cards, and AP accounts.</li><li>Discrepancy Resolution: Investigate and resolve financial discrepancies promptly.</li><li>Month-End Close (4-Day Cycle): Prepare financial statements and support a rapid month-end close process (4 business days), including inventory reconciliation.</li><li>Audit Support : Provide documentation and support for our ongoing financial audit (February - April 17th), focusing on AP and banking information requests.</li><li>Financial Analysis & Reporting: Analyze financial data to identify trends and prepare ad-hoc reports (e.g., payment terms, aging reports).</li><li>Excel Mastery: Daily use of Excel (approx. 90% of your time) for spreadsheets, reconciliations, and data analysis.</li></ul>

Accounts Payable Clerk Are you a meticulous and results-driven Accounts Payable Specialist looking for an opportunity to grow within the financial services industry? Our client, a highly regarded Wealth Management Firm, is seeking an experienced AP professional to join their team in a temp-to-hire capacity. This role requires proficiency in QuickBooks and Concur, as well as experience processing expense reimbursements. Key Responsibilities:<ul><li>Full-cycle accounts payable processing—reviewing, coding, and entering invoices accurately into QuickBooks.</li><li>Expense reimbursement management using Concur, ensuring compliance with company policies.</li><li>Vendor management, including maintaining records, processing payments, and handling inquiries.</li><li>Invoice approvals and reconciliations, ensuring all discrepancies are resolved efficiently.</li><li>Assisting with month-end close, including AP accruals and reconciliations.</li><li>Collaborating with internal departments to improve AP processes and optimize workflow.</li><li>Supporting audit requests by providing documentation and account details as needed.</li><li>Cross-training in Accounts Receivable (AR) functions is a plus, assisting with invoicing and payment applications when needed.</li></ul>

Operations Specialist We are offering a short-term contract employment opportunity for an Operations Specialist in Carlsbad, California. The primary function of this role is to streamline the logistics process in our industry, working closely with shipment managers and agents. Responsibilities • Efficiently coordinate the logistics activities on a daily basis to ensure smooth operations.• Initiate and maintain regular communications with shipment agents to confirm shipment details and secure necessary documents.• Utilize tracking systems to monitor the progress of shipments, ensuring that they reach their destination on time and addressing any delays promptly.• Organize the setup and dispatch of shipments, including arranging transportation, scheduling pickups, and preparing necessary documentation.• Regularly communicate with agents, carriers, and other stakeholders, using effective problem-solving skills to resolve potential issues quickly.• Utilize your skills in - Financial Services, CRM, Management System, Microsoft Excel, About Time, Compliance, Customer Service, Documentation, and Office Functions effectively to enhance the operational efficiency.

Staff Accountant We are offering an exciting opportunity for a Staff Accountant in San Juan Capistrano, California. In this role, you will be expected to perform a range of accounting tasks, from preparing journal entries to reconciling accounts. Your work will be essential to the smooth running of the accounting department and the accurate maintenance of our financial records. Responsibilities: • Prepare and document routine journal entries in a systematic manner. • Carry out account reconciliations, including cash and other assignments, on a regular basis. • Perform monthly reconciliations of Profit & Loss (P& L) lines to the General Ledger (GL). • Review the distribution of Accounts Payable (AP) and trade of Accounts Receivable (AR) to GL for consistent coding. • Perform analysis of financial reports and accounts as needed. • Provide support for annual financial audits and other regulatory audits. • Maintain accounting reports and files in an orderly and easily accessible manner. • Participate in yearly inventory counts and Branch Cash Audits. • Handle special projects as assigned by the Accounting Manager. • Maintain business confidentiality in relation to business strategy, personnel, pricing, promotions, customer lists, financial reports, systems, and methods of distribution.

Sr. Business Intelligence (BI) Developer We are on the lookout for a Sr. Business Intelligence (BI) Developer to join our team based in Irvine, California. In this pivotal role, you will be entrusted with the design and creation of interactive Power BI reports and dashboards, as well as ensuring data integrity and security. You will also be tasked with integrating data from various sources for analysis and reporting purposes. Responsibilities• Develop interactive Power BI reports and dashboards, adhering to data visualization best practices and optimizing performance.• Create and manage data models to ensure data accuracy and security.• Carry out complex data transformations using Power Query and DAX.• Incorporate data from multiple sources, such as SQL databases, APIs, Excel files, into Power BI for in-depth analysis and reporting.• Contribute to the design, build, and testing of enterprise business intelligence and data warehousing solutions using Azure SQL Database and Azure Synapse analytics.• Develop visual reports, dashboards, and KPI scorecards.• Collaborate with business users, analysts, and other stakeholders to understand requirements and provide actionable insights.• Oversee offsite and offshore team members and manage their deliverables.• Lead, mentor, and supervise all Business Intelligence, Analytics Application development staff.• Identify and provide the right information at the right time for reporting purposes.• Deliver training and support to users on accessing and utilizing Power BI reports and dashboards effectively.• Assess the existing landscape and underlying data layers to provide architectural recommendations that meet business requirements.• Improve efficiency, stability, security, and optimization of the IT environment.• Develop and maintain comprehensive documentation for reports, dashboards, and data models.• Stay current with the latest tools, techniques, and knowledge and share this knowledge among Business Analysts and Developers.