Woodland Hills, CA

Finance Jobs in Woodland Hills, CA

3 jobs found

Include remote jobs

4mo ago

Financial Advisor

Tamar Securities LLC Woodland Hills, CA

Woodland Hills, CA

4mo ago Closed

$75k - $100k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 26, 2026).

Job Description

The Financial Advisor at Tamar Securities LLC will evaluate clients' financial needs, craft tailored plans, and guide investment choices to foster durable relationships and informed decision-making.

Overview

We seek professionals ready to embark on a new career path with strong growth potential. A proven track record of success, self-motivation, and relationship-building skills are highly valued. The role emphasizes establishing long-term client connections and delivering steady, client-focused service.

Responsibilities

Assess clients’ financial needs, goals, and risk tolerance through in-depth consultations
Develop comprehensive financial plans addressing investments, retirement, estate planning, and insurance options
Recommend appropriate financial products and services using advanced financial software tools
Monitor client portfolios regularly and adjust as needed to optimize performance and align with evolving objectives
Educate clients on market trends, investment strategies, and financial best practices to support informed decision-making
Maintain accurate records of client interactions, transactions, and plan updates in compliance with regulatory standards
Stay current with industry regulations, market developments, and new software features to enhance service delivery

Requirements

Minimum three years of experience in asset gathering, research, analysis, and relationship management
Licensing: Series 65 and Series 63 required; Series 7 license and Life Insurance license optional; must have a clean U4
Proficiency in Microsoft Office and Excel; able to adapt to proprietary software platforms
Bachelor's degree recommended

Benefits

401(k)
Dental insurance
Health insurance
Life insurance
Vision insurance

Pay

Salary: USD 75,000 - 100,000 per year

Work Location

Onsite in Woodland Hills, CA

View full job page →

5mo ago

Finance Manager

Lexus of Woodland Hills Woodland Hills, CA

Woodland Hills, CA

5mo ago Closed

$100k - $200k/yr Full time Automotive Finance Client Relations Dealer Finance

This position is no longer accepting applications (closed Jun 16, 2026).

Job Description

Join Lexus of Woodland Hills for an onsite Finance Manager role in Woodland Hills, California. This position offers a competitive annual salary range of USD 100,000 to 200,000 plus a comprehensive benefits package. You will coordinate finance and insurance activities for customers, help secure financing, prepare documentation, and promote extended service contracts and protection products while ensuring compliance and driving dealership profitability. The role emphasizes delivering an exceptional client experience and working closely with the sales team to optimize financing options.

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Employee discount
Health insurance
Life insurance
Vision insurance

Responsibilities

Explain financing and insurance options to customers, including aftermarket products and extended warranties, along with service procedures and policies.
Assist customers in securing financing through lenders in compliance with state and federal laws.
Prepare all required state and federal purchase documents promptly and accurately.
Maintain strong relationships with lending institutions to access competitive rates and financing programs.
Collaborate with the Sales team to route all new sales to the F&I department and share information on finance and lease programs, highlighting the benefits of the dealership’s financing and extended service offerings.
Maintain 100 percent compliance with all applicable laws and regulations.
Greet clients and facilitate a smooth transition from Sales to Finance.
Assess clients financing needs through professional interviews and guide them to informed decisions.
Process finance transactions, including lender approvals and timely funding.
Ensure administrative tasks are completed timely and in line with company policy.
Strive for customer satisfaction on every transaction and address issues promptly.
Provide an exceptional client experience and help achieve the Sales and Finance targets.
Follow all company policies and procedures and demonstrate behaviors aligned with the company values in all interactions.

Requirements

3-4+ years of finance manager experience, with automotive experience preferred
Prior sales experience is welcome but not required
Proven track record of delivering exceptional client experiences
Demonstrated ability to meet and exceed targeted goals
Experience with Advent and ADP is preferred
Professional appearance and work ethic
Self-starter and self-motivated
Excellent communication, customer service, and problem-solving skills with the ability to stay composed under pressure
Strong interpersonal skills for professional interactions with customers, vendors, and staff
Strong organizational ability, multitasking, and effective time management in a fast-paced setting
Strong mathematical skills
Solid computer and internet proficiency, including Microsoft Office
Excellent verbal and written communication and customer satisfaction skills
Experience with Lexus a plus
Bilingual abilities a plus

Technologies

Microsoft Office suite
Advent
ADP

Experience

Automotive Finance Manager: 4 years (Required)
Lexus experience: 1 year (Preferred)

Work Location

Onsite role located in Woodland Hills, California

View full job page →

7mo ago

Project Accountant

PrideStaff Woodland Hills, CA

Woodland Hills, CA

7mo ago Closed

$40 - $55/hr Full time Accountant Accounting Accounts Payable

This position is no longer accepting applications (closed May 5, 2026).

Job Description

PrideStaff is seeking a Project Accountant to manage the full-cycle financial operations for assigned construction projects. This on-site role in Woodland Hills, CA collaborates with Project Managers to oversee job cost tracking, subcontractor billing, owner billings (AIA), and Work-in-Progress (WIP) reporting, ensuring accurate financials across multiple active projects. A bachelor’s degree in accounting, finance, or a related field and 3-7 years of construction accounting experience are ideal, with compensation in the range of USD 40 - 55 per hour.

Responsibilities

Manage day-to-day accounting for assigned projects from project setup through closeout.
Prepare and submit owner billings, including AIA G702/G703 pay applications.
Review, process, and track subcontractor pay applications, including compliance.
Maintain and reconcile job costs, commitments, and cost-to-complete projections.
Monitor project budgets vs. actuals and partner with Project Managers to identify risks and variances.
Ensure accurate cost coding and allocation across all project expenses.
Track and manage retainage (AR/AP) and ensure proper release upon project milestones.
Process and track change orders for both subcontractors and owners.
Prepare and update Work-in-Progress (WIP) schedules, including revenue recognition (POC).
Support month-end close, including accruals, journal entries, and reconciliations.
Assist with audit and surety reporting, including preparation of required schedules and documentation.
Maintain complete and organized project financial files.

Requirements

Bachelor’s degree in accounting, finance, or a related field.
Experience with AIA billing (G702/G703) and AIA/WIP.
3-7 years of experience in construction accounting, preferably with a general contractor.
Experience with subcontractors’ pay applications and compliance tracking.
Job cost accounting and WIP reporting experience.
Percentage-of-completion (POC) revenue recognition.
Construction accounting systems experience (YARDI, Sage 300/Timberline, Procore, Viewpoint, CMiC, or similar).
Advanced Microsoft Excel skills.
Strong attention to detail and ability to manage multiple active projects.
Experience with surety bonding and financial reporting.
Familiarity with union and certified payroll environments.
CPA or progress toward certification is preferred.
Strong ownership of project financials and proactive problem-solving abilities.
Analytical mindset and effective cross-functional communication with operations teams.

Technologies

YARDI
Sage 300
Timberline
Procore
Viewpoint
CMiC
Microsoft Excel

Summary

The project accountant is responsible for the full-cycle financial management of assigned construction projects and partners closely with Project Managers to oversee job cost tracking, subcontractor billing, owner billings (AIA), and WIP reporting. The ideal candidate brings solid construction accounting experience and a proactive approach to managing project financial performance.

View full job page →

Finance Jobs in Woodland Hills, CA

Financial Advisor

Finance Manager

Project Accountant

Get Finance Jobs in Woodland Hills, CA alerts