Audit Manager
Finance manager job in Industry, CA
Salary Range: $110,000 - $125,000
At Pelletier and Leo, we do more than deliver audit and assurance services -- we build lasting partnerships grounded in trust, insight, and expertise. We're looking for an Audit Manager to join our expanding team and take an active role in guiding projects, mentoring colleagues, and driving exceptional client outcomes.
Why Join Pelletier and Leo?
This position offers the chance to step into a leadership role where your technical skills and professional judgment make a direct impact. You'll oversee audit engagements, collaborate with clients, and help shape a supportive environment that values teamwork, initiative, and continuous growth.
What You'll Do
Lead the planning, execution, and completion of audits, reviews, and compilations
Perform and review audit procedures, including risk assessments, testing, and analytical evaluations
Ensure accuracy and completeness of audit documentation in accordance with professional standards
Identify and communicate key audit issues while developing practical solutions
Build and maintain strong client relationships through proactive communication
Mentor staff and contribute to a positive, learning-focused team culture
Keep current with GAAP, GAAS, and relevant industry developments
What You Bring
Bachelor's degree in Accounting, Finance, or related discipline
Minimum of 5+ years of audit experience in public accounting
Strong leadership and organizational skills with the ability to manage multiple engagements
Excellent written and verbal communication abilities
Fluent in Mandarin a HUGE plus
CPA license is required
What We Offer
Competitive compensation: $110,000 - $120,000
Employer-supported health insurance
Retirement plan
Paid time off and company holidays
A collaborative culture that supports professional advancement and work-life balance
At Pelletier and Leo, you'll find an opportunity to grow your career while contributing to a firm that values integrity, innovation, and relationships. Join us and take the next step toward leadership in public accounting.
Vice President Finance and Controller
Finance manager job in Newport Beach, CA
Hoag Hospital Foundation
Vice President, Finance and Controller
Hoag Hospital Foundation (HHF) serves as the philanthropic arm of Hoag, one of California's leading not-for-profit health systems recognized for delivering exceptional healthcare and innovation. With an unwavering commitment to advancing Hoag's mission, the Foundation partners with donors, physicians, and the community to secure and steward the resources that sustain and expand Hoag's clinical excellence and patient care.
The Foundation has played a critical role in Hoag's growth and community impact, having successfully supported major capital campaigns that have transformed facilities, programs, and research. The organization is now nearing the close of its current $300 million campaign and preparing to launch an ambitious new campaign projected to exceed $1 billion-an extraordinary milestone in Hoag's history.
Under the leadership of newly appointed President Caroline Pereira, the Foundation is entering a transformative phase focused on modernization, enhanced governance, and expanded impact. This includes elevating financial stewardship, strengthening donor confidence through transparency and compliance, and ensuring Hoag's continued success as a premier healthcare destination in Southern California and beyond.
Vice President, Finance and Controller
The Vice President, Finance & Controller is a newly created executive leadership position that will report directly to Caroline Pereira, President of Hoag Hospital Foundation, and serve as a key member of the Foundation's leadership cabinet.
This pivotal role was established following the retirement of long-tenured Senior Vice President of Finance Geoff McCloskey, as the Foundation strategically bifurcated the position into two new leadership roles-one dedicated to finance and treasury, and another focused on operations.
The VP, Finance & Controller will provide financial oversight, strategic leadership, and operational excellence across all Foundation financial functions, including accounting, finance/treasury, fund administration, and gift services. This leader will serve as a trusted advisor to the President and a liaison to the Foundation's Board of Directors, routinely staffing Finance, Audit, and Investment Committees.
The ideal candidate is a mission-driven, strategic financial leader who brings deep nonprofit and foundation experience, proven technical expertise, and the ability to engage effectively with C-suite executives, board members, and major donors. This is a high-impact opportunity to shape the future of one of California's most respected healthcare foundations during an exciting period of growth and transformation.
Experience/Qualifications
Bachelor's degree in Accounting, Finance, or related field required; Master's degree (MBA or Accountancy) strongly preferred.
Certified Public Accountant (CPA) required; additional certifications (CMA, CGMA, or CIA) preferred.
Minimum of 10 years of progressive accounting and finance experience, including at least 5 years in leadership within a nonprofit or foundation environment; healthcare or hospital foundation experience strongly preferred.
Demonstrated success in financial reporting, audit coordination, fund accounting, budgeting, and strategic planning.
Deep understanding of donor fund accounting, UPMIFA, GAAP, and nonprofit tax standards.
Proven ability to engage confidently with C-suite executives, Board members, and major donors.
Experience managing cross-functional teams and fostering a culture of accountability, growth, and collaboration.
Strong technology proficiency, including CRM and financial systems relevant to nonprofit foundations.
Compensation
For the selected candidate, a complete and competitive compensation package will be offered which includes salary target of $267K-$276K dependent upon experience, bonus, long-term incentives, and a full suite of benefits.
Director of Real Estate Finance - 6 month project
Finance manager job in Buena Park, CA
Director of Real Estate Finance - 6 month project - On-site in North Orange County
We are representing one of our best clients in their search for a Director of Real Estate Finance for a six month project due to a pending maternity leave. The organization has significant real estate holdings and income producing properties.
During these six months, the consultant will lead several refinancings, potentially one or two acquisitions or joint ventures and one disposition. This person will also be responsible for monitoring and reviewing several tenant improvement construction projects. Will work closely with accounting to make sure all costs are being captured and the projects are being completed on schedule and within budget.
Will report directly to the CEO/Principal of Real Estate.
This project is on-site five days a week in North Orange County and would like to commence the first week of January.
Required experience
Minimum of seven to fifteen years within real estate finance and emphasis on real estate transactions
Firm understanding of accounting and financial statements
Undergrad in Finance or related - MBA preferred
SAP Finance RTR and OTC Systems Lead
Finance manager job in Los Angeles, CA
The Technical Lead, Finance RTR (Record-to-Report) and OTC (Order-to-Cash) Systems is responsible for the architecture, technical design, implementation, and ongoing optimization of Finance systems that support end-to-end RTR and OTC processes. This role serves as the senior technical expert overseeing ERP and connected platforms, ensuring system stability, data integrity, automation, and alignment with Finance and business strategy. The Technical Lead partners closely with Accounting, Revenue Operations, Billing, IT Architecture, and external solution providers to deliver scalable and high-quality solutions.
Key Responsibilities
1. Technical Strategy & Solution Architecture
Own the technical roadmap for RTR and OTC systems, ensuring alignment with enterprise architecture and Finance transformation goals.
Design scalable solutions and integration patterns that support global accounting, revenue, billing, collections, and reporting processes.
Establish and enforce engineering standards, configuration governance, and development best practices.
Provide technical leadership and mentorship to internal developers, analysts, and vendor teams.
2. System Development, Configuration & Integration
Lead the design and development of application enhancements, customizations, data models, and interfaces supporting RTR and OTC workflows.
Oversee integrations with supporting platforms (CRM, billing systems, banking interfaces, FP&A tools, data warehouses, tax engines).
Ensure high-quality design documentation, technical specifications, and system configuration records.
Perform or oversee data validation, migration activities, and system performance tuning.
3. Production Support & Continuous Improvement
Serve as the escalation point for complex incidents, system defects, and data integrity issues.
Conduct root-cause analysis and implement corrective and preventive solutions.
Manage upgrades, patches, regression testing, and release cycles.
Identify automation opportunities and drive continuous improvement across RTR and OTC processes.
4. Business Partnership & Stakeholder Alignment
Collaborate with Accounting, Revenue Operations, Billing, Treasury, FP&A, and other Finance teams to understand process needs and translate them into technical solutions.
Work closely with product owners to refine backlogs, define user stories, and prioritize enhancements.
Communicate technical concepts clearly to non-technical stakeholders and influence decision-making.
5. Compliance, Controls & Risk Management
Ensure RTR and OTC system designs adhere to SOX controls, audit requirements, revenue-recognition standards, and organizational security policies.
Support user access governance, data privacy rules, and segregation-of-duties controls.
Maintain structured change-management, release governance, and documentation practices.
Required Qualifications
Bachelor's degree in Computer Science, Information Systems, Engineering, or related field.
6-10+ years of experience delivering solutions in Finance systems related to RTR and/or OTC.
Strong expertise in ERP platforms (SAP, Oracle Workday Financials, NetSuite, Microsoft Dynamics, etc.) or specialized billing/revenue tools.
Proficiency with integration technologies (APIs, middleware, REST/SOAP services, EDI, iPaaS).
Demonstrated experience as a technical lead or senior technical SME.
Solid understanding of core financial processes:
RTR: GL, consolidations, fixed assets, intercompany, close & reporting
OTC: order management, billing, invoicing, revenue recognition, cash application
Strong analytical, debugging, and solution design skills.
Director of Finance
Finance manager job in Los Angeles, CA
Key Responsibilities:
1. Bank Resource Development
- Effectively utilize local banks and financial resources to establish and maintain strong business relationships that support the company's financing needs.
- Communicate regularly with local banks and financial institutions to track changes in financing policies and obtain the latest financing solutions.
2. Financing Solution Design
- Responsible for integrating various financing solutions, including comprehensive credit, factoring, dealer financing, store opening financing, and consumer credit.
- Participate in the preliminary assessment of financing for future regional factory projects and develop feasible financing plans.
3.Support Regional Sales
- Provide financial support to the regional sales team to help achieve sales targets and accelerate cash flow.
- Communicate regularly with the sales team to understand their financing needs and provide corresponding solutions.
4. Project Management
- Manage the progress of various financing projects, ensuring that they are implemented on time and achieve the expected returns.
- Develop risk control measures for financing projects and conduct risk assessment and management.
5. Performance Evaluation
- Complete all financing tasks and regularly report to management on the status of regional financing efforts, providing data analysis and market feedback.
Qualifications:
- Bachelor's degree or above, preferably in finance, economics, accounting, or related fields.
- At least 5 years of work experience in the financial industry, especially in financing, credit, and financial resource management.
- Familiar with the local financial market, with resources in banks and financial institutions, and a deep understanding of financing policies.
Skills Required:
- Excellent communication and interpersonal skills, capable of establishing strong relationships with various stakeholders.
Strong analytical and problem-solving abilities, able to independently drive the progress of financing projects.
Language Requirements: - Fluent in English and Chinese, both spoken and written.
Controller - Yardi
Finance manager job in Los Angeles, CA
We are seeking an experienced Controller to lead and manage the financial operations of a mission-driven non-profit organization specializing in multi-family and residential property portfolios. This role offers an exciting temp-to-perm opportunity for the right candidate who demonstrates leadership, technical expertise, and a commitment to organizational values. Proficiency in Yardi property management software is essential.
Key Responsibilities
Oversee all accounting functions, including general ledger, accounts payable/receivable, and month-end close.
Manage preparation of financial statements, budgets, and forecasts; ensure timely and accurate reporting to senior leadership.
Supervise and mentor accounting staff, fostering a culture of accountability and continuous improvement.
Implement and maintain internal controls to safeguard assets and ensure compliance with GAAP and regulatory requirements.
Direct cash management activities, including bank reconciliations and liquidity planning.
Coordinate annual audits and liaise with external auditors.
Oversee property accounting processes, including tenant billing, rent collection, and delinquency reporting.
Manage consolidations, intercompany transactions, and allocation processes.
Maintain amortization and depreciation schedules and review complex journal entries.
Partner with leadership on strategic financial initiatives and special projects.
Qualifications
Bachelor's degree in Accounting or Finance; CPA or CMA preferred.
Minimum 7+ years of progressive accounting experience, including at least 3 years in a leadership role.
Strong background in property accounting, ideally with affordable housing and tax credit experience.
Proficiency in Yardi software is required.
Advanced Microsoft Excel skills for financial modeling and analysis.
Exceptional organizational skills and ability to manage multiple priorities under tight deadlines.
Familiarity with non-profit accounting practices is highly desirable.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: *****************************************
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting *************
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future™
Bilingual Business Controller (Eng/Mandarin) - Overseas Expansion
Finance manager job in Fontana, CA
Job Title: Business Controller
JD.COM is a Chinese e-commerce company headquartered in Beijing. With revenues more than US158.8 billion in 2024, JD.com is China's largest retailer by revenue, and ranks #44 on Fortune Global 500 list.
JD Logistics, the logistics arm of JD.com, has announced plans to double its overseas warehouse space by the end of 2025 and that's just the beginning!
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We are seeking a Business Controller to join our growing team based in Irvine HQ or Fontana, CA. This role will be a crucial member of the Finance Business Partner Team to take the North America Business to the next level!
Key Responsibilities:
1. Overseas Business Expansion and Cooperation: Participate in the entire process of overseas business expansion and partnerships, including contract negotiation and review, and identify and assess financial risks.
2. Cross-Departmental Communication and Resource Coordination: Facilitate cross-departmental communication and resource coordination among business, finance, tax, and legal teams to ensure the implementation of business processes.
3. Financial Consultation: Provide answers to basic financial queries from the business side. Collaborate with relevant parties to evaluate complex financial issues and deliver comprehensive financial solutions.
4. Operational Analysis and Support: Offer support for operational analysis, including the design of financial and tax processes. Follow up and communicate financial system requirements.
5. Risk Management and Cost Optimization: Proactively identify and manage risks based on current business conditions. Highlight issues in business development and propose strategies for cost reduction and efficiency improvement.
Qualifications:
1. Education: Bachelor's degree or higher. Experience in the internet industry, particularly in international business, is preferred.
2. Language Skills: Proficiency in English and Fluency in Mandarin.
3. Technical Skills: Proficient in Excel and PowerPoint. Experience with SQL or other data processing tools is an advantage.
4. Soft Skills: Strong communication skills and a collaborative team spirit. High sense of responsibility and ability to work under pressure.
Accounting Manager
Finance manager job in El Segundo, CA
Accounting Manager
Department: Finance & Accounting
Reports to: CFO
Who we are
At Wolf & Shepherd, we blend performance and luxury to redefine modern footwear. We believe in equipping everyday champions with the confidence to conquer their day, whether in the boardroom, on the move, or beyond. Wolf & Shepherd is searching for talent to contribute to the future development of our brand. We're looking for someone with passion, creativity, an analytical mind and an entrepreneurial spirit to aid our Finance and Accounting team.
What we need
We are seeking a highly skilled and detail-oriented Accounting Manager to own and manage the company's day-to-day accounting operations. This is a hands-on individual contributor role with significant responsibility and visibility across the business.
The ideal candidate will have a strong foundation in financial accounting, deep expertise in inventory and cost accounting, and hands-on experience with NetSuite ERP. While this position does not have direct reports today, it is well-suited for someone who can operate independently while building processes that will scale as the company grows.
Job Type
This is a full time, onsite, exempt role based in our corporate office in El Segundo, California.
Key Responsibilities
Accounting Operations
Manage daily accounting activities including Accounts Payable, Accounts Receivable, cash applications, and credit card reconciliations.
Prepare and review journal entries, accruals, and monthly account reconciliations.
Lead month-end close processes to ensure timely and accurate financial statements.
Maintain compliance with GAAP and internal policies.
Inventory & Cost Accounting
Oversee inventory accounting, including reconciliations, valuation, and cost of goods sold (COGS) analysis.
Partner with Operations and Supply Chain to ensure accurate capture of inventory movements and adjustments.
Enhance processes to drive accuracy and efficiency in inventory management.
Financial Reporting & Analysis
Prepare monthly and quarterly financial reports for management review.
Provide analysis and insights on financial results, including variance to budget/forecast.
Support annual budget and forecasting cycles.
Systems & Process Improvements
Act as the company's NetSuite power user, optimizing workflows and reporting.
Identify and implement process improvements to support scalability and efficiency.
Audit & Compliance
Support external audits and other compliance requirements with accurate documentation and schedules.
Qualifications
Bachelor's degree in Accounting, Finance, or related field (CPA a plus but not required).
5+ years of progressive accounting experience, preferably in a product-based, inventory-intensive, or high-growth business.
Strong technical accounting skills with a deep understanding of GAAP.
Proven experience in inventory and cost accounting.
Hands-on experience with NetSuite ERP (required).
Advanced Excel skills with strong analytical ability.
Self-starter who thrives in a lean, entrepreneurial environment.
Ability to manage competing priorities while maintaining accuracy and attention to detail.
Full Time Benefits
We are committed to offering our employees a challenging and rewarding work environment, opportunities for growth and development, benefits, and a competitive compensation package.
Health, vision, and dental benefits program
401(k) plan
Paid time off
Sick pay
Frequent free meals and snacks and company sponsored gatherings
Wolf & Shepherd shoes and more
Financial Analyst
Finance manager job in Los Angeles, CA
Omninet Capital is seeking a highly motivated Financial Analyst to join the team in Beverly Hills. This is a hands-on, entry-level opportunity suited for an individual who is analytical, detail-oriented, and passionate about real estate finance. The Financial Analyst will support the acquisitions, asset management, and development teams by building financial models, conducting entitlement reviews, and performing market and investment analysis.
This is a great opportunity for someone eager to grow their career in real estate with exposure to high-volume deal flow and cross-functional teams.
Key Responsibilities
Develop and maintain detailed Excel-based financial models for underwriting and investment analysis
Analyze market trends, rent comps, and deal performance across multifamily and commercial assets
Prepare investment memos and assist with internal presentations to senior leadership
Conduct due diligence reviews including lease audits, financial statements, and market research
Collaborate with acquisitions, construction, and asset management teams throughout the deal cycle and external parties like banks, brokers
Monitor key financial metrics including IRR, equity multiple, and cash-on-cash returns
Qualifications
Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field
1+ years of experience in financial analysis, real estate, or investment environments
Strong proficiency in Microsoft Excel must be comfortable building and auditing complex models
Exceptional attention to detail, analytical thinking, and organizational skills
Understanding of real estate financial metrics, entitlements, and valuation principles
Strong written and verbal communication skills
Familiarity with real estate platforms such as CoStar, Yardi, Argus, or similar tools is a plus
Omninet Capital, LLC is an Equal Opportunity Employer and is committed to maintaining a workplace free from discrimination and harassment. We recruit, employ, train, compensate, and promote without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local laws.
All employment decisions are based on qualifications, merit, and business needs. Omninet complies with all applicable state and local fair employment practices laws, including the California Fair Employment and Housing Act (FEHA).
Corporate Strategy Analyst
Finance manager job in Los Angeles, CA
Analyst, Corporate Strategy
Sherman Oaks, CA
Careismatic Brands outfits our community of care through our portfolio of market-leading brands that meet the diverse needs of healthcare professionals worldwide. We are one piece of a larger community of those who are and are cared for. Whether it's medical professionals or the patients they serve, we are inspired by those who wear our uniforms every day. We have an outstanding opportunity for a Corporate Strategy Analyst to drive business performance improvements, implement change initiatives, and support strategic decision-making. Their profile blends strategic thinking, analytical skills, and change management capabilities.
Reporting directly to the Senior Vice President, Transformation and Chief of Staff, this role applies strategic planning, financial knowledge and experience to organize, support and track the implementation performance of complex strategic initiatives. As a key contributor of the team, the Strategy Analyst contributes to CB's mission to improve the lives of everyday people doing extraordinary things by delivering high-quality support aligned with the company's values and transformation initiatives.
This is a full-time hybrid role based in our corporate office in Sherman Oaks, CA.
Salary Range: $90,000-$100,000
Physical Demands & Work Environment
The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Hybrid work schedule in office
Ability to travel up to 5% of the time
What Your Day Looks Like
Strategic Planning & Analysis
Support Functional areas to collate initiative performance measurement and collaborate with Finance in tracking progress of strategic initiatives and key performance indicators (KPIs, Projections and internal and external variances to plan).
Contribute to spotting performance challenges early and proposing practical solutions.
Analyze financial performance metrics to assess profitability, investment priorities, and resource allocation.
Work closely with cross-functional teams and PMs to ensure initiatives are aligned with organizational goals.
Support the refinement of corporate strategy, including market entry, growth, and diversification initiatives.
Develop business cases, financial models, and scenario analyses to support strategic decisions.
Provide regular updates and insights in presentation form on strategic projects for executive leadership.
Prepare clear and compelling presentations for executive teams and board meetings.
What We're Looking For
Bachelor's degree in Business, Economics, Finance, or related field (MBA preferred).
3-5 years of experience in management consulting, operations and/or finance, corporate strategy or related analytical roles. Hands on experience operating within an organization an asset.
Proficiency in Excel, PowerPoint, BI tools (Tableau/Power BI)
Demonstrated ability to interpret data, build models, and extract insights.
Strong business acumen and understanding of corporate financial statements flows including cash flows.
Understanding of corporate strategy, organizational design, and performance improvement levers.
Project Management: Competence in managing multiple workstreams or supporting large-scale transformation programs.
Excellent written and verbal communication skills with ability to present complex findings clearly.
Experience in a fast-paced environment with exposure to executive-level decision-making.
Ability to work independently and handle multiple projects simultaneously.
High attention to detail, intellectual curiosity, and a collaborative mindset.
What's In It For You
401(k)
Dental insurance
Employee discount
Flexible spending account
Health insurance
Life insurance
Attractive Paid time off
Vision insurance
At Careismatic Brands, we believe in the power of care. It's the force that drives and inspires us, inside our company and out in the world. It's why we strive to maintain a diverse and inclusive organization - an ever-evolving imperative - where everyone feels respected, valued, and empowered to bring their ideas and perspectives forward.
Careismatic embraces the differences that make our organization unique. We are strengthened by diversity in all its forms - including but not limited to race, religion, ethnicity, age, national origin, gender identity, and sexual orientation.
Senior Financial Analyst
Finance manager job in Long Beach, CA
Our medical services client, in partnership with CV Resources, seeks a talented Senior Financial Analyst to join their Finance and Accounting Team. The Senior Financial Analyst will support a rapidly growing FP&A team and play a key role in budgeting, forecasting, modeling, and performance analytics. This is a highly technical, Excel-driven role ideal for an analytical “up-and-comer” with strong modeling capabilities, comfort with large data sets, and experience supporting multi-location businesses.
You will have the opportunity to report directly to the head of the FP&A department.
Job Title: Senior Financial Analyst (our client will consider talented Financial Analysts)
Location: Long Beach, California
Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role.
Job Site Status (onsite/hybrid/remote) - Our client has a hybrid job site status of One Onsite Day per Quarter
Compensation - Salary range is $95,000-$115,000 per year + a bonus component based on individual and company performance.
RESPONSIBILITIES OF THE SENIOR FINANCIAL ANALYST
Financial Planning and Analysis (FP&A) - Budgeting and Forecasting
Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities.
Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights.
Support long-range financial planning and scenario modeling to guide strategic business decisions.
Financial Planning and Analysis (FP&A) - Data Analysis
Gather data from diverse sources (ERP, POS, and other platforms)
Integrate data.
Analyze data using Business Intelligence (BI) tools.
Present proposals based on data analysis.
Financial Planning and Analysis (FP&A) - Data Maintenance
Track performance metrics to measure business performance.
Generate ad hoc analysis and financial reporting.
Financial Planning and Analysis (FP&A) - Budgeting and Forecasting
Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data.
Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets.
Process Improvements
Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy.
Support financial system upgrades and automation initiatives to enhance reporting capabilities.
Ensure internal controls and compliance with financial policies and best practices.
Assist in the development of financial tools and models to support decision-making.
Miscellaneous
Accept all relevant tasks as given by upper management.
QUALIFICATIONS OF THE SENIOR FINANCIAL ANALYST
Required
Bachelor's degree in accounting, finance, or a comparable major.
3+ years of true FP&A experience (financial modeling, budgeting, forecasting, variance analysis)
Proficient understanding of Key Performance Indicators (KPI's)
Multi-site / multi-location industry experience
Preferred
MBA
Experience working in Private Equity-backed environments.
Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model.
SKILLS OF THE SENIOR FINANCIAL ANALYST
Required
Technical
Advanced Excel
Financial modeling, budgeting, forecasting
Ability to build models entirely from scratch (not just maintain/update)
Large data-set interpretation
Interpersonal
Executive presence.
Superb analytical and critical thinking skills.
Diligence and accuracy.
Impeccable communication skills.
Inquisitive
Preferred
Technical
Power BI or Tableau or Planful or equivalent program
For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.
Financial Consultant - Irvine, CA
Finance manager job in Irvine, CA
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales
Corporate and Private Side FX Sales - Analyst
Finance manager job in Los Angeles, CA
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic guidance, raise capital, manage risk and extend liquidity in markets around the world. Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.
As an FX Sales Analyst, you will be responsible for maintaining and developing key client relationships, including day-to-day execution of all FX products we are responsible for distributing. You will need the ability to be fluent in the mechanics of these products to effectively navigate among a broad range of clients and provide them with idea generation and market insights. In addition, you will bring a collaborative approach working with our business partners in Trading, Research, Investment Banking, Legal, Credit, Treasury and colleagues across Corporate Derivatives Marketing (CDM) including Rates, Commodities and Equity Derivatives to provide comprehensive coverage across the platform.
Job Responsibilities
Model, structure, and market foreign exchange products to corporate clients
Price and execute live foreign exchange spot, forward, and option trades
Track FX market activity and JPM Research, while being able to update clients on market developments and prepare written commentary
Collaborate on analytical work and presentation materials for discussions with clients on currency risk management
Present hedging solutions to new clients and prospects
Work with broader client coverage team including banking, treasury services, and credit to address client needs and educate teams internally on foreign exchange
Work with trading, middle and back-office functions to support client trading activity
Operate as part of a team, collaborating across offices and resources
Effectively execute and organize onboarding of new clients, review data analytics around client opportunities, and follow up on new business
Required qualifications, capabilities, and skills
1+ year of experience in FX
Strong time management, prioritization, and multi-tasking abilities to navigate live transactions and daily tasks. Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately with extreme attention to detail
Ability to develop and manage client relationships
A desire to succeed individually and be a member of a winning team. Solid team player that partners well with stakeholders across the platform including Research and Trading
Critical thinker and problem solver. Clear, logical, solution-oriented approach to challenges with a strong qualitative skill set including effective communication and presentation. Confident presentation skills as well as strong oral and written communication skills, including the ability to translate complex financial concepts into simple language and concrete action steps
Ability to pursue analytical project work with a view assisting clients with their risk management programs
Strong understanding of fundamental product knowledge and market structure
Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-Apply[WEBTOON] Corporate Finance/PMO Finance Support (Independent Contractor)
Finance manager job in Los Angeles, CA
WEBTOON Entertainment is a leading global entertainment company and home to some of the world's largest storytelling platforms. As the global leader and pioneer of the mobile webcomic format, WEBTOON Entertainment has transformed comics and visual storytelling for fans and creators.
With its CANVAS UGC platform empowering anyone to become a creator, and a growing roster of superstar WEBTOON Originals creators and series, WEBTOON Entertainment's passionate fandoms are the new face of pop culture. WEBTOON Entertainment adaptations are available on Netflix, Prime Video, Crunchyroll, and other screens around the world, and the company's content partners include Discord, HYBE and DC Comics, among many others.
The Finance team is seeking an independent contractor to provide critical support during quarterly earnings release periods, when workloads increase significantly. The role focuses on gathering and validating financial data from the FP&A and Accounting teams, as well as supporting investor relations deliverables. The contractor will assist in reviewing and refining presentations, ensuring data accuracy, and improving communication materials for quarterly disclosures.
This role is especially important to ensuring timely, accurate, and effective financial reporting to the market-a critical element in supporting investor confidence and stock price management.Key Responsibilities
Support the Finance team during quarterly earnings release cycles by validating financial data and ensuring accuracy of deliverables.
Partner with FP&A and Accounting teams to gather, double-check, and reconcile financial data used for investor relations reporting.
Review, refine, and improve PowerPoint presentations and related materials for earnings calls and disclosures.
Ensure database updates and data transition processes are accurate and investor-ready.
Communicate effectively across teams to support timely completion of financial deliverables.
Provide ad hoc support to Corporate Finance and Investor Relations as needed.
Potentially assist in light budget management and coordination with external vendors.
Requirements:
Minimum of 5 years' corporate finance or related experience in a public company environment.
Bilingual - Korean/English
Strong proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
Excellent communication and collaboration skills.
Ability to work under tight deadlines with a high level of accuracy.
Solid understanding of basic financial concepts, public company reporting requirements, and quarterly disclosure processes.
Bachelor's degree in finance, Accounting, Business, or related field required.
Preferred Qualifications:
Experience supporting Nasdaq-listed companies or other public companies.
Prior exposure to investor relations or earnings release processes.
Strong attention to detail with a proactive, problem-solving mindset.
Ability to adapt quickly and add value in a fast-paced team environment.
With approximately 155 million monthly active users, WEBTOON Entertainment's IP & Creator Ecosystem of aligned brands and platforms include WEBTOON, Wattpad--the world's leading webnovel platform--WEBTOON Productions, Studio N, Studio LICO, WEBTOON Unscrolled, LINE MANGA, and eBookJapan, among others.
Join us and work with some of the biggest artists, IP, and fandoms in comics!#WEBTOON
Auto-ApplyFinancial Analyst - Corporate Development
Finance manager job in Redlands, CA
The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs.
Join the team fully onsite at our stunning campus in Redlands, CA.
Responsibilities
Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis
Prepare presentations, reports, and documentation for department and corporate management
Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams
Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements
Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems
Maintain and update systems used to track acquisition activity and key information
Requirements
2+ years of prior experience or relevant experience
Experience with budgeting and planning methodologies and tools
Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables
High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines
Familiarity with accounting financial statements
Ability to work independently
Analytical and problem-solving skills
Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US
Bachelor's in Accounting, Finance, or in a related field
Recommended Qualifications
Experience working with SAP or other large ERP systems
Experience working with advanced reporting tools such as Power BI
Familiar with SQL and relational databases
#LI-Onsite
#LI-JH2
Auto-ApplyCorporate Finance Crypto Analyst, Capital Markets
Finance manager job in Gardena, CA
The Company: Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact.
The Corporate Finance & Crypto Analyst of Capital Markets is responsible for supporting and managing full cycle execution across our crypto (C10) strategy, capital work including equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines crypto and capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams.
Responsibilities:
Capital Markets Execution:
* Support operational execution of crypto, equity and debt financings, and structured capital raises.
* Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements.
* Manage closing deliverables and post-deal investor transactions; serve as one of the primary interface with investors to ensure smooth and timely execution.
* Track and maintain detailed financing schedules and documentation.
* Maintain relationships and ongoing engagement with investment banks.
Investor Relations:
* Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases.
* Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics.
* Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments.
* Monitor and analyze stock performance, trading activity, and market sentiment.
* Maintain and regularly update the investor relations (IR) website.
Regulatory & Compliance Support:
* Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings.
* Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions.
Cross-Functional Leadership:
* Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams.
* Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements.
* Contribute to long-term capital planning and financial strategy development in partnership with the executive team.
Basic Qualifications
* Bachelor's degree in Finance, Accounting, Business, or related field. CPA, CFA, or MBA preferred.
* 5+ years of experience in crypto, capital markets, investor relations, investment banking, or corporate finance.
* Proven experience executing debt and equity financing transactions and managing investor-facing communications.
* Strong understanding of SEC filings, public company reporting, and capital structure mechanics.
* Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines.
* Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR).
* A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision
* Excellent communication skills and team-working tendencies
* A penchant for multi-tasking and self-starting
* A genuine fascination for the crypto field and a commitment to global change
Annual Salary Range:
($86K - $105K DOE), plus benefits and incentive plans
Perks + Benefits
* Healthcare + dental + vision benefits (Free for you/discounted for family)
* 401(k) options
* Casual dress code + relaxed work environment
* Culturally diverse, progressive atmosphere
Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Auto-Apply[WEBTOON] Corporate Finance/PMO Finance Support (Independent Contractor)
Finance manager job in Los Angeles, CA
Job DescriptionWEBTOON Entertainment is a leading global entertainment company and home to some of the world's largest storytelling platforms. As the global leader and pioneer of the mobile webcomic format, WEBTOON Entertainment has transformed comics and visual storytelling for fans and creators.
With its CANVAS UGC platform empowering anyone to become a creator, and a growing roster of superstar WEBTOON Originals creators and series, WEBTOON Entertainment's passionate fandoms are the new face of pop culture. WEBTOON Entertainment adaptations are available on Netflix, Prime Video, Crunchyroll, and other screens around the world, and the company's content partners include Discord, HYBE and DC Comics, among many others.
The Finance team is seeking an independent contractor to provide critical support during quarterly earnings release periods, when workloads increase significantly. The role focuses on gathering and validating financial data from the FP&A and Accounting teams, as well as supporting investor relations deliverables. The contractor will assist in reviewing and refining presentations, ensuring data accuracy, and improving communication materials for quarterly disclosures.
This role is especially important to ensuring timely, accurate, and effective financial reporting to the market-a critical element in supporting investor confidence and stock price management.Key Responsibilities
Support the Finance team during quarterly earnings release cycles by validating financial data and ensuring accuracy of deliverables.
Partner with FP&A and Accounting teams to gather, double-check, and reconcile financial data used for investor relations reporting.
Review, refine, and improve PowerPoint presentations and related materials for earnings calls and disclosures.
Ensure database updates and data transition processes are accurate and investor-ready.
Communicate effectively across teams to support timely completion of financial deliverables.
Provide ad hoc support to Corporate Finance and Investor Relations as needed.
Potentially assist in light budget management and coordination with external vendors.
Requirements:
Minimum of 5 years' corporate finance or related experience in a public company environment.
Bilingual - Korean/English
Strong proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
Excellent communication and collaboration skills.
Ability to work under tight deadlines with a high level of accuracy.
Solid understanding of basic financial concepts, public company reporting requirements, and quarterly disclosure processes.
Bachelor's degree in finance, Accounting, Business, or related field required.
Preferred Qualifications:
Experience supporting Nasdaq-listed companies or other public companies.
Prior exposure to investor relations or earnings release processes.
Strong attention to detail with a proactive, problem-solving mindset.
Ability to adapt quickly and add value in a fast-paced team environment.
With approximately 155 million monthly active users, WEBTOON Entertainment's IP & Creator Ecosystem of aligned brands and platforms include WEBTOON, Wattpad--the world's leading webnovel platform--WEBTOON Productions, Studio N, Studio LICO, WEBTOON Unscrolled, LINE MANGA, and eBookJapan, among others.
Join us and work with some of the biggest artists, IP, and fandoms in comics!#WEBTOON
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Corporate and Private Side FX Sales - Analyst
Finance manager job in Los Angeles, CA
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic guidance, raise capital, manage risk and extend liquidity in markets around the world. Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.
As an FX Sales Analyst, you will be responsible for maintaining and developing key client relationships, including day-to-day execution of all FX products we are responsible for distributing. You will need the ability to be fluent in the mechanics of these products to effectively navigate among a broad range of clients and provide them with idea generation and market insights. In addition, you will bring a collaborative approach working with our business partners in Trading, Research and Investment Banking, Legal, Credit, Treasury and colleagues across Corporate Derivatives Marketing (CDM) including Rates, Commodities and Equity Derivatives to provide comprehensive coverage across the platform.
Job Responsibilities
Model, structure, and market foreign exchange products to corporate clients
Price and execute live foreign exchange spot, forward, and option trades
Track FX market activity and JPM Research, while being able to update clients on market developments and prepare written commentary
Collaborate on analytical work and presentation materials for discussions with clients on currency risk management.
Present basic hedging solutions to new clients and prospects
Work with broader client coverage team including banking, treasury services, and credit to address client needs and educate teams internally on foreign exchange
Work with trading, middle and back-office functions to support client trading activity
Operate as part of a team, collaborating across offices and resources
Effectively execute and organize onboarding of new clients, review data analytics around client opportunities, and follow up on new business
Required qualifications, capabilities, and skills
1+ year of experience in FX
Strong time management, prioritization, and multi-tasking abilities to navigate live transactions and daily tasks. Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately with extreme attention to detail
Ability to develop and manage client relationships
A desire to succeed individually and be a member of a winning team. Solid team player that partners well with stakeholders across the platform including Research and Trading
Critical thinker and problem solver. Clear, logical, solution oriented approach to challenges with a strong qualitative skill set including effective communication and presentation. Confident presentation skills as well as strong oral and written communication skills, including the ability to translate complex financial concepts into simple language and concrete action steps
Strong understanding of fundamental product knowledge and market structure
Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyAnalyst, Corporate Finance & Accounting
Finance manager job in Newport Beach, CA
Job Description
BKM Capital Partners is a growing firm, and we are looking for driven, entrepreneurial professionals that want to grow with us and are passionate about their work. Located in our Newport Beach California office, the Analyst of Corporate Finance & Accounting will be an integral part of the corporate finance accounting team for both BKM Capital Partners and BKM Management Company. Reporting directly to the Senior Director, Finance & Accounting, the Analyst of Corporate Finance & Accounting will be responsible for maintaining the corporate books and records, including bank reconciliations, general ledger review and producing financial statement packages. In addition, this position will lead loan draw processes, including review of financing arrangements, debt covenants and reporting requirements.
The Job Essentials:
Reporting & Analysis:
· Lead financing draw down processes, including reporting packages and lender submissions
· Lead new bank account processing, including KYC and compliance reporting
· Prepare quarterly reporting packages, including detailed financial close packages
· Lead monthly corporate expense processing and approval
· Analyze financial statements and results
· Prepare revenue stream reconciliations and segmented analysis
· Assist with tax compliance and tax returns
· Assist with financial statement reporting process, including the review of support schedules, budget-to-actual variances as well as monthly and quarterly MD&A (Management's Discussions & Analysis) reports.
· Perform ad hoc assignments, as needed
Accounting:
· Lead full-cycle accounting duties for the BKM corporate entities including preparation and analysis of the financial statements, general ledgers and subsidiary ledgers
· Ensure complete and accurate books for all management entities within Yardi, including general partner entities
· Ensure accuracy and effectiveness in all corporate accounting tasks
· Oversee the verification, allocation, and posting of accounts payable and receivable
· Review and approve accurate entries/reports/schedules needed to complete a timely financial close in accordance with GAAP
· Oversee maintenance of fixed assets processes and GL subledger
· Perform ad hoc assignments, as needed
The Qualifiers:
· Bachelor's degree in Accounting, Business Administration, Finance or related degree
· 2+ years of corporate accounting or finance experience, preferably in investment management or real estate.
· Advanced Excel capabilities, including cash flow modeling.
· Knowledge of departmentalized / segment accounting & consolidation
· Strong organizational skills with a keen attention to detail
· Motivated and results-driven with strong work ethic
· Yardi Voyager experience desired
The Perks:
· Competitive Pay
· Medical, Dental, Vision, Long Term Disability, Pet, and Life Insurance
· Paid Time Off
· 401k Plan + Match
· Professional Development Resources
· Fun Work Vibe (Indoor basketball/gym with shower, brand new office to name a few…)
Analyst, Corporate Finance & Accounting
Finance manager job in Newport Beach, CA
BKM Capital Partners is a growing firm, and we are looking for driven, entrepreneurial professionals that want to grow with us and are passionate about their work. Located in our Newport Beach California office, the Analyst of Corporate Finance & Accounting will be an integral part of the corporate finance accounting team for both BKM Capital Partners and BKM Management Company. Reporting directly to the Senior Director, Finance & Accounting, the Analyst of Corporate Finance & Accounting will be responsible for maintaining the corporate books and records, including bank reconciliations, general ledger review and producing financial statement packages. In addition, this position will lead loan draw processes, including review of financing arrangements, debt covenants and reporting requirements.
The Job Essentials:
Reporting & Analysis:
* Lead financing draw down processes, including reporting packages and lender submissions
* Lead new bank account processing, including KYC and compliance reporting
* Prepare quarterly reporting packages, including detailed financial close packages
* Lead monthly corporate expense processing and approval
* Analyze financial statements and results
* Prepare revenue stream reconciliations and segmented analysis
* Assist with tax compliance and tax returns
* Assist with financial statement reporting process, including the review of support schedules, budget-to-actual variances as well as monthly and quarterly MD&A (Management's Discussions & Analysis) reports.
* Perform ad hoc assignments, as needed
Accounting:
* Lead full-cycle accounting duties for the BKM corporate entities including preparation and analysis of the financial statements, general ledgers and subsidiary ledgers
* Ensure complete and accurate books for all management entities within Yardi, including general partner entities
* Ensure accuracy and effectiveness in all corporate accounting tasks
* Oversee the verification, allocation, and posting of accounts payable and receivable
* Review and approve accurate entries/reports/schedules needed to complete a timely financial close in accordance with GAAP
* Oversee maintenance of fixed assets processes and GL subledger
* Perform ad hoc assignments, as needed
The Qualifiers:
* Bachelor's degree in Accounting, Business Administration, Finance or related degree
* 2+ years of corporate accounting or finance experience, preferably in investment management or real estate.
* Advanced Excel capabilities, including cash flow modeling.
* Knowledge of departmentalized / segment accounting & consolidation
* Strong organizational skills with a keen attention to detail
* Motivated and results-driven with strong work ethic
* Yardi Voyager experience desired
The Perks:
* Competitive Pay
* Medical, Dental, Vision, Long Term Disability, Pet, and Life Insurance
* Paid Time Off
* 401k Plan + Match
* Professional Development Resources
* Fun Work Vibe (Indoor basketball/gym with shower, brand new office to name a few…)