Top 24 Senior financial consultant Jobs in Irvine Ca

University Administration Sr. Financial Aid Advisor
West Coast University, Inc. —Irvine, CA
- $37.72 - $54.69 an hour
- Weekends as needed
- Remote
- 6 years
- Mid-level
- Bachelor's degree
2d
Encore Financial Reporting Controllership Senior Consultant
Deloitte —Costa Mesa, CA
- $116,200 - $229,100 a year
- Full-time
- Oracle
- CPA
- Up to 50% travel
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Newport Beach, CA
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Sr Relationship Manager, Advisory
Northern Trust Corp. —Newport Beach, CA
- $189,290 - $331,200 a year
- Full-time
- 11+ years
- Business development
- Analysis skills
- Health insurance
- Dental insurance
Transaction Advisory Senior Consultant- Financial Due Diligence
WithumSmith+Brown —Irvine, CA
- $100,000 - $130,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- 3 years
Quick Apply
11d
Senior Financial Planner (Newport, Beach CA)
Mercer Advisors —Newport Beach, CA
- $89,250 - $105,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Irvine, CA
- $161,700 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Netsuite Financials Senior Consultant
Deloitte —Costa Mesa, CA
- $110,700 - $218,300 a year
- Full-time
- Up to 50% travel
- Mid-level
- 3 years
1d
Senior Associate - Wealth Management - EFO
ASPIRIANT LLC —Irvine, CA
- $92,000 - $125,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CPA
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
9d
Workday Senior Certified Financials Consultant
UST —Aliso Viejo, CA
- $81,000 - $122,000 a year
- Remote
- Oracle
- CPA
- Customer service
- Paid jury duty
- Health savings account
Quick Apply
Senior Wealth Advisor
MRISpokane —Newport Beach, CA
- $180,000 - $220,000 a year
- 7 years
- Mentoring
- Organizational skills
Quick Apply
Senior Associate - Wealth Planning Specialist
ASPIRIANT LLC —Irvine, CA
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Health insurance
- 401(k) matching
Quick Apply
Senior Tax Accountant
Cerity Partners —Irvine, CA
- $100,000 - $150,000 a year
- Email
- Hybrid work
- CPA
- 5 years
- Research
- Commuter assistance
- Dental insurance
Public Finance Investment Banking Director – Senior Living
Piper Sandler & Co. —Ladera Ranch, CA
- $150,000 - $200,000 a year
- Full-time
- 7 years
- Office
- Finance
Quick Apply
2d
Sr. Trust Officer - Market Lead
Mechanics Bank —Irvine, CA
- $170,000 - $260,000 a year
- Full-time
- Office
- Residential
- 3 years
- Free parking
- Commuter assistance
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Garden Grove, CA
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
Quick Apply
Tax Senior - Federal / Corporate Tax
Deloitte —Costa Mesa, CA
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Research
Tax Senior - Private Wealth
Deloitte —Costa Mesa, CA
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Tax Senior - Strategic Partnership Solutions
Deloitte —Costa Mesa, CA
- $78,675 - $160,750 a year
- Full-time
- Hybrid work
- CPA
- 3 years
- Bachelor's degree
Tax Senior, Private Equity
Deloitte —Costa Mesa, CA
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level

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senior financial consultant jobs near irvine ca

University Administration Sr. Financial Aid Advisor

West Coast University, Inc. -
Irvine, CA

Apply Now

Job Details

Full-time
$37.72 - $54.69 an hour
2 days ago

Qualifications

Educational assistance administration

Full Job Description

Choose To Make A Difference:

Summary

The University Administration (UA) Sr. Financial Aid Advisor delivers on our commitment of Student Centricity by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students, their families, and other influencers as they move through the financial aid process.

UA Sr. Financial Aid Advisors is considered an expert in Financial Aid advising. They support students actively attending West Coast University and provide support to ensure that students are properly packaged for each academic year as the primary point of contact for all active students. These associates are also responsible for making necessary changes to student awards in a timely manner, responding to all tasks triggered for active students and assisting students with resolving any problems that may occur in the financial aid process. They also ensure all balances are covered each academic year and prior to graduation and partner with other UA teams to ensure all packaged funds disburse timely and for approved amounts. Further, each associate is responsible for managing a student caseload and achieving stated operational outcomes for their caseload.

This role may also serve in the place of the FA Manager in their absence and provides training, mentoring and day-to-day support as needed for newer Financial Aid Advisors.

A successful UA Sr. Financial Aid Advisor will enjoy working collaboratively in a fast-paced environment, be detail oriented with strong follow-up skills, communicate in a friendly and compassionate manner and thrive in an environment where new tasks and projects are available to grow their skillset.

This position requires alternate work hours to support students across all time zones including nights and weekend work as needed.

Essential Functions & Responsibilities

Understands program make up, funding programs and packaging standards for all WCU campuses including all ground and online programs spanning undergraduate and graduate funding eligibility so they can effectively serve students at any WCU campus.
Ensures students are properly packaged for the prior AYs as they initiate the re-packaging process.
Supports students through the repackaging process and maintains ongoing student contact, ensuring financial aid and other sources of aid is secured, and making certain required documents are submitted accurately and in a timely manner.
Calculates and initiates student financial aid offers, and payment plans to help each student cover the cost of education for each academic year. Also accurately make updates to packaging throughout a student’s program.
Provides the best possible experience for students during every interaction by displaying compassion, composure, and offering compelling reasons to complete the next steps within proper time frames.
Recognizes hidden issues and offers creative solutions to assist students in addressing barriers to continuing in school. Helps students solve any problems that may arise in the financial aid process.
Positions the value of West Coast University (WCU) by matching WCU benefits to student/influencer needs and values throughout all interactions.
Ensures all processing related to students’ financial aid are administered accurately and timely and in compliance with state and federal regulations.
Navigates students/influencers through the financial aid process by clarifying process steps, reviewing where they are in the overall process.
Educates students on federal aid borrower’s rights and responsibilities, FAFSA completion, loan acceptance/denial, scholarships and alternative funding options that help resolve financing issues.
Works proactively with campus teams to support the needs of students and improve student and operational outcomes.
Executes the appropriate contact strategy and ensures that all students receive the proper follow up and achieve the appropriate milestones in the financial aid process.
Manages an assigned student caseload through a variety of tools and processes to ensure students receive the service they need and to ensure operational outcomes are achieved.
Partners with other UA teams to ensure that packaged funds disburse timely and for approved amounts, this includes first academic year funds as well.
Handles escalated student requests and complex financial aid processes including overseeing one or more processes to support all WCU campuses.
Adheres to College/University policies and procedures and conducts job responsibilities in accordance with the standards set out in the College/University’s policies and procedures, applicable federal and state laws, and applicable professional standards.
Other duties as assigned.

Minimum and Preferred Qualifications

Bachelor’s degree from an accredited College or University is preferred. Experienced candidates will be considered without a degree provided they have more than 10 years of financial aid experience and a combination of experience and education comparable to a bachelor’s degree.

Experience & Skills

6 years customer service required.
6 years financial aid required.
May not be in default on a federal student loan or owe repayment of a federal grant.
Must consent to audio and video recording of student financial aid appointments for training and quality assurance purposes required.
Demonstrates highest level of integrity, professional ethics, and confidentiality in all interactions.
Strong customer service skills with focus on student success.
Excellent verbal and written communication skills.
Higher than average computer skills.
Multi-Tasking and Time Management Skills; can adapt to a changing fast-paced environment.
Ability to work independently in a remote environment.

#LI-MR1

#HEJ

CA Salary Range: USD $37.72 - USD $54.69 /Hr. Bonus Eligible: No WCU Company Overview:

Do you want a career that allows you to make a difference in other people’s lives? Discover what it means to truly believe in the work that you do at West Coast University.

At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates’ professional growth.

WCU EEO Statement:

West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.

Apply Now

Refine Your Search

senior financial consultant jobs in irvine ca

University Administration Sr. Financial Aid Advisor

Encore Financial Reporting Controllership Senior Consultant

Senior Wealth Advisor

Sr Relationship Manager, Advisory

Transaction Advisory Senior Consultant- Financial Due Diligence

Senior Financial Planner (Newport, Beach CA)

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Netsuite Financials Senior Consultant

Senior Associate - Wealth Management - EFO

Workday Senior Certified Financials Consultant

Senior Wealth Advisor

Senior Associate - Wealth Planning Specialist

Senior Tax Accountant

Public Finance Investment Banking Director – Senior Living

Sr. Trust Officer - Market Lead

Senior Financial Advisor – Experienced Professionals

Tax Senior - Federal / Corporate Tax

Tax Senior - Private Wealth

Tax Senior - Strategic Partnership Solutions

Tax Senior, Private Equity

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