Top 409 Financial services Jobs in Costa Mesa, Ca

Finance Transformation Manager - Managed Services, Controllership & Record-to-Report | Financial Services Industry
Deloitte —Costa Mesa, CA
- $122,000 - $240,500 a year
- Full-time
- 6 years
- Oracle
- CPA
2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Newport Beach, CA
- Seasonal
- Office
- Internship
- Entry level
Associate Banker-Bilingual Chinese Preferred
East West Bank —Irvine, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Mortgage Loan Officer (Lake Forest, California)
Rocket Companies —Lake Forest, CA
- $20 an hour
- Full-time
- No experience needed
- Fair chance
- Communication skills
- Health insurance
- Dental insurance
Senior Mortgage Loan Officer
Loanleaders of America —Newport Beach, CA
- $85,000 - $400,000 a year
- Full-time
- Fair chance
- In-person
- Senior level
- Health insurance
- Dental insurance
Quick Apply
2d
Entrepreneurial Financial Advisor
New York Life & NYLife Securities LLC —Newport Beach, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Hospitality
- Sales
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
12d
Mortgage Loan Officer | National Lender CA
Leadling —Anaheim, CA
- $75,000 - $200,000 a year
- Full-time
- Hybrid work
- Senior level
Quick Apply
Financial Advisor - Orange County
Thrivent —Irvine, CA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Mortgage Loan Officer
American Heritage Lending —Irvine, CA
- $42,000 - $250,000 a year
- Full-time
- Mid-level
- Residential
- In-person
- Health savings account
- Health insurance
Quick Apply
Bilingual Chinese Insurance and Financial Service Rep
New York Life Insurance Company —Irvine, CA
- $37,957 - $70,445 a year
- Monday to Friday
- Sales
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Licensed Loan Officer
Network Capital Funding Corporation —Irvine, CA
- $37,000 - $300,000 a year
- Full-time
- Mid-level
- Office
- Math
- Health insurance
- Dental insurance
Quick Apply
5h
Financial Advisor
Edward Jones —Laguna Niguel, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Sr Loan Officer
West Capital Lending, Inc. —Irvine, CA
- $250,000 - $1,000,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- Driver's License
- Opportunities for advancement
Quick Apply
Team Based Financial Advisor - Mountain Financial Group - Irvine, CA
Thrivent —Irvine, CA
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Financial Advisor (Wealth Mgmt and Insurance)
True Path Financial and Insurances Services —Irvine, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Huntington Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
- Disability insurance
- Health insurance
Quick Apply
Associate Banker-Bilingual Chinese Preferred
East West Bank —Cerritos, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Financial Advisor
WestPac —Downey, CA
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Accelerated Path to Management Program
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Newport Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
Relationship Banker - AI Trainer
DataAnnotation —Irvine, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply

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financial services jobs near costa mesa, ca

Finance Transformation Manager - Managed Services, Controllership & Record-to-Report | Financial Services Industry

Deloitte -
Costa Mesa, CA

Apply Now

Job Details

Full-time
$122,000 - $240,500 a year

Qualifications

Bachelor's degree

Full Job Description

Step into a role where you will help shape the future of finance. As part of Deloitte's Finance Operate team, you will work with CFOs, controllers, and finance leaders to address complex finance and accounting challenges through scalable managed services solutions. Leveraging Deloitte's industry experience, technology ecosystem, and delivery capabilities, you will help clients modernize finance operations, strengthen controls and reporting, and drive better business outcomes.

Recruiting for this role ends 10/31/2026.

As a Manager, Solution Delivery in our Finance Operate practice, you will help grow our Controllership / Record-to-Report managed services offering in the Financial Services Industry. You'll shape client solutions, support sales pursuits, partner with senior leaders, and contribute to mobilization and delivery excellence.

This role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership.

Work You'll Do

As a Manager, Solution Delivery, you will:

Architect and shape managed services solutions for Controllership / Record-to-Report opportunities within the Financial Services Industry
Lead business development activities, sales pursuits, proposal development, client presentations, pre-request for proposal materials, and request for proposal responses for Finance Operate opportunities
Manage Finance Operate deal flow for the Financial Services sector, including pipeline visibility, opportunity qualification, pursuit prioritization, solution coordination, and handoff to mobilization and delivery teams
Lead or support engagement mobilization and ongoing delivery, including governance setup, transition planning, service management, issue resolution, and operational reporting
Drive continuous improvement, standardization, automation, and technology enablement across finance operations engagements

A successful candidate would possess these skills:

Ability to work independently and collaborate as part of a team
Effective written and verbal communication skills
Meticulous attention to detail and quality of work product
Ability to build and sustain professional relationships
Ability to lead projects or workstreams
Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
Strong interpersonal skills and professional demeanor
Ability to meet deadlines
Ability to mentor and provide clear guidance to others

The team

Our Finance Operate offering provides ongoing operation of the finance function as an extension of Deloitte's broader Finance Transformation portfolio. We help organizations improve finance performance through managed services across key domains such as Controllership / Record-to-Report, FP&A, Treasury, and Finance Technology. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.

Qualifications

Required:

Bachelor's degree in Finance, Accounting, or a related field
10+ years of experience in accounting, financial reporting, controllership, record-to-report operations, or finance transformation
6+ years of experience in managed services, shared services, outsourced delivery, or finance operations
6+ years of experience working within the Financial Services Industry or serving Financial Services clients
Experience supporting or leading solutioning, transition, mobilization, or delivery for finance managed services
Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Preferred:

Master's degree in Finance, Accounting, or a related field
Active Certified Public Accountant license
Experience in audit, controllership, or finance transformation
Experience with enterprise resource planning platforms or finance technologies, including SAP, Oracle, Workday, BlackLine, or OneStream
Experience supporting process improvement, automation, or service delivery transformation initiatives
12+ years of experience in finance, controllership, managed services, or solution delivery

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $122,000 to $240,500.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Apply Now

Refine Your Search

financial services jobs in costa mesa, ca

Finance Transformation Manager - Managed Services, Controllership & Record-to-Report | Financial Services Industry

2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst

Associate Banker-Bilingual Chinese Preferred

Mortgage Loan Officer (Lake Forest, California)

Senior Mortgage Loan Officer

Entrepreneurial Financial Advisor

Mortgage Loan Officer | National Lender CA

Financial Advisor - Orange County

Mortgage Loan Officer

Bilingual Chinese Insurance and Financial Service Rep

Licensed Loan Officer

Financial Advisor

Sr Loan Officer

Team Based Financial Advisor - Mountain Financial Group - Irvine, CA

Financial Advisor (Wealth Mgmt and Insurance)

Financial Advisor

Associate Banker-Bilingual Chinese Preferred

Financial Advisor

Accelerated Path to Management Program

Relationship Banker - AI Trainer

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