San Marcos, CA

Finance Jobs in San Marcos, CA

2 jobs found

Include remote jobs

1mo ago

Financial Analyst III Fin Plan

Palomar Health San Marcos, CA

San Marcos, CA

1mo ago Closed

$44 - $67/hr Full time Analytical Skills Budget Management Data Analysis

This position is no longer accepting applications (closed Sep 24, 2026).

Job Description

Palomar Health is hiring a Financial Analyst III for Financial Planning in San Marcos, CA (onsite) to support financial feasibility, planning, and budget management across acute and skilled nursing service lines.

Key Responsibilities

Evaluate and analyze the financial condition of Palomar Health programs and facilities.
Develop financial feasibility studies for proposed new programs and assess evaluations for existing programs.
Support the strategic planning process.
Assist with development and monitoring of multi-year financial plans and service lines.
Prepare capital and operating budgets for Palomar Health acute and skilled nursing facilities.
Track progress toward organizational financial goals related to long-range financial plans and annual operating budgets.
Determine costs for providing specific health care services across a broad range of acute and skilled nursing services and service lines.
Recommend changes to operating procedures and processes to achieve the least costly alternative.
Monitor labor productivity and labor costs across a broad spectrum of departments within acute and skilled facilities.
Use benchmark data to evaluate performance of current operations.
Use experience and judgment to plan and complete a variety of complex tasks with a high degree of independence.
May lead and mentor others within the Financial Planning department or health system.
Serve as a resource to Palomar Health managers, directors, and executives regarding financial performance of operating units.
Provide strong written and verbal communication due to frequent interaction with department leadership.
Maintain compliance with Palomar Health rules, policies, procedures, and applicable laws and standards.
Carry out Palomar Health mission, vision, and quality commitment.
Perform other duties as assigned.

Requirements

Education: Bachelors Degree
Preferred Education: Bachelors Degree in Accounting or Finance
Minimum Experience: 3 years of Acute Health Care financial management
Preferred Experience: 5 years of Acute Health Care financial management
Communication: Excellent written and verbal communication skills
Language: Speak and read English at a level sufficient to perform the essential functions
Computer Skills: Thorough knowledge of widely used PC software
Office Equipment Knowledge: Standard office equipment (calculator, fax, photocopier)
Technology/Software Skills: Personal computer and software skills including MS Windows, Excel, Access, Word, Powerpoint, internet, and e-mail
Windows Proficiency: Keyboarding and mouse or key functions (selecting items, dropdown menus, scroll bars, opening folders, copying, and similar operations). Proficiency required upon employment or within the first two weeks.
License: Valid Driver's License

Technologies

MS Windows
Excel
Access
Word
Powerpoint
internet
e-mail

Department, Shift, and Schedule

Department: Financial Planning
Shift: 8-hour Shift - Day (United States of America)
Hours per pay period: 80

Compensation and Posting Details

Salary range: $44.84 - $67.34 (USD)
Pay type: 44 - 67 per hourly
Posting date: 08/20/2026

View full job page →

2mo ago

Financial Solutions Advisor

Bank of America San Marcos, CA

San Marcos, CA

2mo ago Closed

$70k - $80k/yr Full time Advisor Client Advisory Client Relations

This position is no longer accepting applications (closed Aug 14, 2026).

Job Description

Bank of America, based in San Marcos, CA, is seeking a Financial Solutions Advisor to provide comprehensive financial guidance and tailored solutions to clients, with a salary range of USD 70,000 - 80,000 per year.

Responsibilities

Develops a client financial plan that incorporates brokerage products such as stocks, bonds, mutual funds, and annuities, along with banking and money management solutions.
Recommends banking and investment strategies aligned with the client’s goals and needs.
Assesses client requests and refers them to appropriate internal service providers based on needs and asset thresholds.
Identifies and mitigates risk as part of daily activities.
Proactively identifies potential new clients through referrals or by engaging existing financial center clientele.
Provides coaching and feedback to referral partners based on knowledge of client needs and recommended product services.

Requirements

Holds current Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of 66, with the requirement to pass the missing series within 60 days if applicable.
At least 1 year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
At least 1 year of experience in the financial services industry or a sales environment where goals were met or exceeded.
Demonstrates goal setting and achievement, builds and nurtures strong relationships, and collaborates effectively with others.
Effective and confident communication skills; comfortable engaging with all clients.
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast paced environment.
Shows a willingness to learn, adapts to new information, and seeks optimal solutions for clients.
Strong time management and capacity planning abilities.
Thorough in applying regulatory due diligence to daily activities and long term client strategies.
Education: High School Diploma / GED / Secondary School or equivalent.

Schedule

Shift: 1st shift (United States of America)
Hours per week: 40

View full job page →

Finance Jobs in San Marcos, CA

Financial Analyst III Fin Plan

Financial Solutions Advisor

Get Finance Jobs in San Marcos, CA alerts