SAP Finance RTR and OTC Systems Lead
Treasurer 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 Financial Planning and Analysis
Treasurer job in El Dorado Hills, CA
Financial Planning and Analysis Director
This is a full time contract position supporting MGT's client in the Greater Sacramento area. The initial commitment is for 6 months, with the possibility to extend or convert to a permanent role if mutually beneficial. Candidates located locally or within a reasonable commuting distance are preferred.
Position Summary
Reporting directly to executive leadership, the Financial Planning and Analysis Director provides strategic and operational oversight of the organization's finance, administration, technology, compliance, and risk functions. While the role manages several administrative areas, its primary focus is financial leadership-streamlining processes, safeguarding assets, and delivering clear, data-driven insights to stakeholders.
The ideal candidate will work on-site long term to collaborate closely with cross-functional teams; however, a one-year hybrid/remote contract may be considered for a highly qualified finance professional.
Key Responsibilities & Core Duties
Financial Operations & Support
• Streamline accounting workflows, systems, and internal controls
• Maintain accurate and timely financial records, ledgers, and reconciliations
• Recommend and implement finance best-practice processes
Budgeting & Cash Management
• Lead annual budget development and mid-year forecasts
• Oversee cash flow, investments, treasury, procurement, payroll, A/P, and A/R
Risk Assessment & Mitigation
• Identify, quantify, and monitor financial and operational risks
• Advise leadership on mitigation strategies and insurance coverage
Compliance & Audit
• Ensure adherence to GAAP, governmental regulations, grant requirements, and organizational
policies
• Coordinate external audits and prepare regulatory filings
Performance Reporting & KPIs
• Prepare monthly and quarterly dashboards, variance analyses, and board-ready reports
• Develop and refine key performance indicators (KPIs) for finance and administration
Administration & Technology
• Oversee information-technology strategy, contracts, and cybersecurity posture
• Manage risk management, contracts/franchise agreements, and records retention
Stakeholder Engagement
• Craft clear presentations for board, management, auditors, and community partners
• Serve as primary liaison for internal/external finance inquiries
Succession Planning & HR Support
• Assess talent gaps, update classifications, and support recruitment/onboarding of critical roles
• Partner with HR on compensation, benefits, and training initiatives
Leadership & Team Development
• Coach and supervise finance, IT, and administrative staff; set goals and conduct performance reviews
• Foster a culture of customer service, collaboration, and continuous improvement
Required Qualifications
Education:
Bachelor's degree in Finance, Accounting, Business Administration, Public Administration, or related field (Master's or MBA preferred)
CPA and/or CMA strongly desired
Experience:
5+ years of progressively responsible finance and administration leadership, including 2+ years in a management or director-level role
Proven track record in budget development, financial reporting, audit coordination, and process improvement
Experience with risk management, compliance, and information-technology oversight is highly valued
Skills & Competencies:
Expert knowledge of GAAP, internal controls, and governmental or non-profit finance regulations
Advanced proficiency with ERP/accounting software and Microsoft Office (Excel, Power BI or similar analytics tools a plus)
Strong analytical, communication, and presentation skills-able to translate complex data into actionable insights for non-finance audiences
Demonstrated ability to lead cross-functional teams, manage multiple priorities, and build effective stakeholder relationships
How to Apply: Pay for this position is expected to be between $70-80/hr. DOQ. Apply online with resume and cover letter to the job posting on GovHRjobs.com. Positions will remain open until they are filled. Candidates with questions are encouraged to contact Vivian Torres at **************.
Director of Finance
Treasurer 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.
Director of Real Estate Finance - 6 month project
Treasurer 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
Chief Financial Officer
Treasurer job in Los Angeles, CA
A private-equity backed food distribution business (~$150m revenue) is seeking an accomplished Chief Financial Officer to lead the finance function and play a central role in the company's next phase of growth. The business operates in a premium, service-led segment of the market and is preparing for meaningful expansion, both organically and through targeted acquisitions.
The Opportunity
This is a highly visible, strategic role working closely with the CEO and private equity sponsor. The CFO will be responsible for strengthening financial infrastructure, driving strategic insight, and supporting an active M&A agenda as the business scales.
Key Responsibilities
Lead, develop and professionalise the finance organisation, ensuring timely and accurate reporting, controls, and compliance
Own financial strategy, budgeting, forecasting, cash management and performance measurement
Partner with the CEO and investors to drive value creation, including pricing, margin optimisation and operational efficiency
Oversee M&A activity end-to-end, including diligence, modelling, deal execution and post-acquisition integration
Implement scalable systems, processes, and data frameworks appropriate for a high-growth distribution business
Serve as a trusted strategic partner, providing clear financial insight to support decision-making across the organisation
Build strong relationships with lenders, auditors and external stakeholders
Candidate Profile
Proven CFO experience within private-equity backed or fast-growth businesses
Background in food distribution, industrial distribution, consumer goods, or other low-margin/high-volume sectors ideal
Strong track record leading M&A processes and integrating acquired businesses
Hands-on operator able to bring structure and discipline while remaining deeply involved in day-to-day financial operations
Excellent communicator with strong board and investor presence
CFO & Head of Capital Markets - Relocate to Los Angeles
Treasurer job in San Jose, CA
About the Role
Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance.
Key Responsibilities
CFO Function:
Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance
Manage internal controls, financial reporting, and investor communications
Advise the CEO and support long-term planning and growth strategy
Oversee financial statement preparation and cash flow analysis
Direct and mentor accounting and finance staff
Capital Markets Function:
Lead all equity and debt fundraising initiatives
Manage investor relationships, including family offices, institutions, and private clients
Oversee creation of offering materials, investor reporting, and presentations
Structure investment vehicles, analyze returns, and support the Investment Committee
Develop and execute strategies to expand the firm's investor base
Qualifications
8+ years of experience in real estate capital markets, accounting, and finance
Proven ability to raise capital and manage investor relationships
Strong technical proficiency in financial modeling and reporting
CPA, CMA, or MBA preferred
Experience with Yardi and advanced Excel required
Strong leadership, communication, and relationship management skills
Compensation
Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.
Strategic Finance MD, Office of the CFO
Treasurer job in Los Angeles, CA
A premier financial services firm is searching for an experienced professional to lead client engagements in financial consulting. Ideal candidates will have over 15 years of experience, expertise in financial strategies, and proficiency in analytical tools. The position demands strong leadership and communication skills, with a commitment to a collaborative office culture. This firm offers a competitive salary ranging from $750,000 to $1,100,000 annually, depending on qualifications.
J-18808-Ljbffr
Director, Finance
Treasurer job in Los Angeles, CA
Hungry for a career that's as rewarding as it is delicious?
At Aspire Bakeries, we don't just bake breads, cookies, and cakes-we create foods that bring people together. From La Brea Bakery artisan breads to Otis Spunkmeyer cookies, our products are enjoyed by millions of people every day. And behind every bite are talented manufacturing and support teams who take pride in their work and our food. We're looking for hard-working people who will bring integrity, creativity, and a passion for excellence to everything they do-whether that's on the bakery floor, in the office, or supporting customers. In return, we offer a workplace culture built on care, ownership, and growth-where your contributions matter and your career can rise as high as our bread loaves! With 13 commercial bakeries across North America and a reputation as an industry leader, Aspire Bakeries is rising together with our people and our customers to be the best all-around bakery solution. If you're ready to grow with us, we'd love to hear from you.
Why You'll Love Working At Aspire Bakeries
Health & Wellness - Comprehensive medical, dental, and vision coverage, plus company-paid life insurance and additional voluntary options.
Work-Life Balance - Paid parental leave, generous PTO, and holidays to help you recharge.
Financial Security - A competitive 401(k) with immediate company match, plus disability coverage.
Growth & Development - Tuition reimbursement, learning programs, and clear development pathways.
Flexibility & Support - HSA and FSA plans to help manage everyday expenses.
Recognition & Rewards - Performance incentive plans celebrating bakery and individual achievements.
About the Role
We are seeking a Director, Customer Finance to join our team in our Los Angeles office. In this highly visible and strategic role, you will lead financial support for multiple large QSR customers, own full P&L management, guide pricing and net revenue strategies, and serve as a financial thought partner to customer account leadership. You will manage a team of two, drive commercial reporting, oversee forecasting, and lead profitability and pricing initiatives that shape the long-term success of our customer relationships. This role requires onsite presence four days per week in Los Angeles.
Compensation
Salary Range: $135,000-$180,000
Core Accountabilities (What You'll Be Doing)
Lead and develop a team of two Customer Finance professionals.
Own full P&L responsibility for multiple large QSR customer portfolios.
Manage pricing protocols, net revenue management, and customer-level financial strategies.
Translate operational cost inputs (standard costs, variances, PPV), freight, warehousing, and SG&A impacts into customer pricing and profitability insights.
Partner strategically with customer account leadership as a financial thought partner.
Lead the development of weekly, monthly, quarterly, and year-end commercial reports.
Evaluate pricing strategies for effectiveness and modify pricing structures aligned to customer and corporate goals.
Analyze costs and market dynamics to develop pricing for food launches and product innovation.
Provide leadership across financial processes, partnering with shared services and cross-functional teams to ensure accuracy, efficiency, and timely issue resolution.
Oversee rolling forecasts for assigned accounts and evaluate risks, opportunities, and gap-filling plans.
Lead price-change impact analyses and profitability risk assessments.
Independently lead special projects aimed at improving profitability and competitive position, including cross-functional initiatives.
Provide ad-hoc reporting and financial analyses to support business decisions.
Minimum Qualifications (What You Bring to the Table)
Bachelor's degree in a business-related field; graduate degree a plus.
7+ years of relevant experience in revenue management, pricing, finance, or related fields.
Demonstrated experience making pricing decisions and leading profitability analysis.
Advanced analytical skills with the ability to drive decisions with both comprehensive and limited data.
Strong proficiency with Microsoft Office Suite, particularly Excel.
Proven financial leadership supporting customer-facing teams.
Preferred Qualifications (Extra Ingredients for Success)
Experience in food manufacturing or CPG.
Thrives in fast-paced, entrepreneurial environments with evolving needs.
Excellent written and verbal communication skills, with the ability to collaborate across all levels and functions.
Highly organized and self-directed; strong time management skills with the ability to juggle multiple projects.
Resourceful, solutions-focused, and comfortable navigating ambiguity.
Our Culture & Values
At Aspire Bakeries, we believe that great people make great food-and even greater workplaces. Our culture is built on collaboration, diversity, and a shared passion for excellence. We foster an environment where team members feel supported, empowered to grow, and encouraged to bring their authentic selves to work. Across all levels of the organization, we value open communication, continuous learning, and a strong sense of community. Whether you're in the office, on the floor, or in the field, you'll find a team that works together, celebrates wins, and supports one another through challenges.
Call to Action
Join us and be part of a company where your contributions matter, your voice is heard, and your career can rise as high as your ambition. Apply today to join Aspire Bakeries!
Aspire Bakeries LLC values the contribution each Team Member brings to our organization. Final starting pay may vary based on factors including location, shift, education, skills, and experience. The pay scale listed reflects the range for candidates meeting the qualifications for this role; additional pay may be considered for candidates exceeding requirements. For union-represented roles, pay ranges are governed by applicable collective bargaining agreements.
Aspire Bakeries is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Financial Planning and Analysis Manager
Treasurer job in San Diego, CA
About the Job
Hello, potential PriceSmart candidate. We're on a mission to hire the very best, and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize the greatest contributions to the company can come from anywhere in the organization, and we know that the next one could be yours!
The FP&A Manager supports monthly, quarterly, and ad hoc reporting for internal stakeholders as well as analysis of key priorities to the executive team. Responsibilities include month-end close reporting and providing actionable insights, communicating financial results to finance leadership, and providing key support related to forecasts and headcount planning. The successful candidate will have excellent verbal and written communication skills with the demonstrated ability to influence both peers & leaders, a constant sense of curiosity about the business, strong sense of ownership, and a strategic mindset. This position requires strong organizational skills, attention to detail, and commitment to data integrity.
What You'll Do
The FP&A Manager performs a wide range of duties that may include, but are not limited to:
Support key internal and external reporting deliverables including monthly close, monthly business review, and quarterly earnings analysis to our executive team.
Support the quarterly rolling forecasting and annual plan process, including alignment of targets, processes, and timelines. Assist with the development and maintenance of forecast and budget templates.
Manage creation & compilation of executive presentations including monthly business review, quarterly materials, and other leadership meetings.
Support automated reporting and process optimization efforts including internal reporting and executive team KPIs.
Manage the headcount management financial planning system within Planning Analytics (TM1) and provide timely reporting.
Develop and maintain a strong knowledge of retail and general industry trends, practices and issues, while assessing and communicating their potential impact on the business.
Provide ad hoc analyses and special projects supporting finance leadership.
Who You Are
Qualifications:
Hands-on experience with Planning Analytics, or similar financial planning system or Business Performance system, a plus.
Exposure to the following is a plus: Data analytics visualization and BI reporting tools, and predictive models, such as IBM SPSS and Python.
Strong quantitative abilities.
Solid problem solving and time management skills.
Excellent communication skills with the ability to build relationships.
Ability to effectively manage and set priorities based on immediate and long-term business needs.
Comfortable performing ad-hoc research and analysis.
Detailed oriented with strong organizational, analytical, and problem-solving skills.
Strong influencing and interpersonal skills.
High level of commercial acumen.
Experience with multiple subsidiary structures and working with different functional currencies.
Education, Skills and Experience:
Bachelor's degree in Finance, Economics, or a relevant field.
Minimum of 5+ years of relevant analytical experience.
In-depth knowledge of accounting rules and regulations (including GAAP), as well as best practices for financial analysis.
Bilingual English/Spanish required.
Strong analytical and communication skills and demonstrated ability to translate to non-finance/accounting people.
Proficient in financial management software, with Planning Analytics experience preferred.
Advanced computer software skills, including Microsoft Excel, PowerPoint, and other Microsoft applications.
Some Important Intangibles
You feel connected to our mission and values: Integrity, Respect, Accountability, Passion, Community and Continuous Improvement
You are a self-starter who doesn't need direct supervision to motivate you for success
You enjoy sharing your quirkiness and talents with your coworkers
Enjoy working hard
Full of energy for the things one sees as challenging
The ability to remain calm when dealing with unforeseen constraints.
The above description is designed to state the general nature and level of work performed in the function. It is not intended to contain or be construed as an exhaustive inventory of all job duties, responsibilities and qualifications required of employees assigned to this job. A complete job description may be made available to you through the hiring process.
Benefits & Perks
We believe taking care of our people is the right thing to do. This is what we can offer for all your hard work:
Competitive pay
Medical, Dental and Vision plans
Employee Assistance Program
Education Assistance Program
401K Contributions
Life Insurance
LTD
PriceSmart Membership Card
Pet Insurance
Calm Meditation App
BenefitsHub for Employee Discounts
Fun events
Employee recognition
Supportive, nurturing environment with many opportunities for learning and growth
...and more!
Our Commitment
We not only embrace and celebrate the diversity of our membership base and communities, but also strive to achieve the same in our employees. At PriceSmart, we are committed to equal employment opportunity, regardless of race, color, religion, national origin, gender, sexual orientation, age, disability, veteran status or any other class protected by applicable law. We are proud to be an equal opportunity employer.
Get to know us
PriceSmart was founded with a purpose to inspire and impact the lives and businesses of our Members, our employees and our communities through the ethical delivery of the best quality goods and services at the lowest possible prices.
Throughout the years, we have constantly asked ourselves how we can do more and have a greater impact. We want to prove that we are a company that can grow, be profitable and do good in the world, and we have learned that it takes a great organizational culture to achieve that goal.
At PriceSmart, you can look forward to company events, anniversaries celebrating our employees with more than 20, or 30 years of tenure, volunteering and learning opportunities, and just great company filled with curious, kind folks. Dreaming up and sharing ideas aren't responsibilities reserved for certain teams or leaders; the challenge of building our own culture is on all of our shoulders. That sense of community and belonging keeps us excited to walk through the door everyday, wherever that door may be, in any of our 13 countries.
Senior Finance Manager
Treasurer job in Gardena, CA
CALPAK is a modern travel and lifestyle brand built to make exploration simple, functional, and beautiful. As we continue to grow across e-commerce, wholesale, and retail channels, we're focused on building strong financial foundations that enable sustainable, profitable scaling. The Senior Finance Manager will play a critical role in ensuring CALPAK's day-to-day financial operations run smoothly while supporting leadership with accurate reporting and actionable insights.
The Senior Finance Manager will be a key operational and strategic partner to CALPAK's executive leadership. This role owns day-to-day financial operations, reporting, and planning ensuring accuracy, visibility, and efficiency across the organization. The ideal candidate is a hands-on finance professional who thrives in a fast-paced, entrepreneurial environment and enjoys bringing structure to a growing business.
Key Responsibilities:
Financial Planning & Analysis
Lead company-wide budgeting, forecasting, and monthly variance analysis.
Build and maintain rolling financial models, dashboards, and reports.
Partner with department leads on budgets, spend tracking, ROI analysis, and margin optimization.
Analyze sales performance, margin trends, and overall profitability to inform business decisions.
Accounting Operations
Oversee the month-end close process and ensure timely, accurate financial statements.
Manage accounts payable and receivable, including vendor payments and collections.
Support annual tax processes and coordinate with external partners as needed.
Maintain compliance with accounting standards and internal policies.
Systems, Tools & Process Improvement
Lead implementation and optimization of finance systems, including ERP and planning tools (NetSuite preferred).
Streamline financial processes to improve data accuracy and reporting efficiency.
Ensure proper internal controls, documentation, and audit readiness.
Business Partnership & Strategic Support
Build business and financial models for new product launches, channel expansion, and strategic initiatives.
Evaluate cost-saving opportunities and margin improvement levers.
Provide ad hoc financial analysis and support for cross-functional projects.
Leadership
Manage and develop direct reports, fostering a culture of accountability and growth.
Collaborate cross-functionally with senior leaders to promote financial discipline and operational excellence.
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or equivalent experience.
7+ years of progressive finance experience, ideally within DTC, CPG, or e-commerce.
Advanced analytical and financial modeling skills.
Proficiency with ERP systems (NetSuite preferred) and Excel/Google Sheets.
Strong communication, collaboration, and problem-solving abilities.
Highly analytical with sharp attention to detail.
CPA, CFA, or MBA a plus.
Why CALPAK: Benefits & Perks:
Annual bonus plan
Medical, Dental & Vision insurance
401K w/ company matching
Life insurance & Disability coverage
Accrued paid time off & floating holidays
Monthly wellness credits
Dog friendly office
Employee discount
Benefits and incentive compensation may be subject to other requirements and conditions
Treasurer
Treasurer job in Sunnyvale, CA
About Us: The Class Consulting Group is a boutique management consulting firm headquartered in SFO-Bay Area that provides consulting services to senior management and Board of Directors of nonprofit/philanthropic organizations. It also offers community leadership opportunities to professionals. CLASS collaborates with its clients - the Non-Profit Organizations to help them realize their mission and create tangible value. CLASS offers business consulting services in Marketing, Strategy, Human Resources/ Organization, Finance, and IT.
We are looking for motivated and committed individuals to join our volunteer-driven teams.
Position Type: Volunteering (All volunteering positions at Class Consulting Group are unpaid)
Location: Remote
General Responsibilities:
Maintain current knowledge of the organization, its programs, bylaws and articles of incorporation.
The Treasurer will have full knowledge of all organization holdings and assets. Review monthly account records and monitor income and expenditures.
Draft and present the annual budget to the board, prepare, and present a treasurer's report at board meetings, check accounting work for errors and fraud, and sign the annual tax return for the organization.
The Treasure will chair the quantitative and business analysis initiative.
The Treasurer will be responsible for reviewing, approving, and dispensing reimbursements to volunteers as needed.
Will partner with one internal CLASS team and/or lead a CLASS strategic initiative. If partnering with a team, the Treasurer will attend bi-monthly staff meeting and provide direction and input as needed.
Provide sensitivity and support to staff member and other board members as they perform their duties.
Exercise loyalty to CLASS and respect confidentiality regarding internal affairs.
Board Responsibilities:
As a voting board member, the Treasurer will attend monthly board meetings, vote on motions, be actively involved with Board Members in development of CLASS strategy, initiatives, and annual goals.
Oversee and ensure final approval to the organization's budget, evaluate the organization's progress toward strategic goals and ensure sufficient resources.
Take initiative in informing the organization about opportunities for funding support or program development or identifying individuals for volunteer participation.
Ensure fulfillment of the mission, growth and sound governing of the organization.
Strongly believes in and advocates organizational values and sets strategic direction and overall policy.
Act as an ambassador for the organization and promote organization's image and public standing.
Establish an organizational culture that embraces strategic planning, sets clearly defined goals, and promotes diversity.
Reports to the Board Chair/ Board President.
Work closely with the Team Director and other volunteers.
Assign work to the committee members, set the agenda, run regular meetings, and distribute meeting minutes.
Initiate and lead the team evaluation as per set metrics/KPIs. Provide candid, open and honest feedback and evaluation when appropriate.
Requirements:
15+ years of experience in the area of expertise.
Knowledge of nonprofit practices, nonprofit laws, record keeping, committee management rules, and conducting board meetings.
Prior experience with a Non-Profit Organization and as a Board Treasurer is preferred.
Demonstrated interest/passion in the non-profit/social responsibility sector.
Comfortable working in an entrepreneurial environment and taking initiative. Willing and able to make asks on CLASS's behalf [ambassadors].
Excellent written and verbal communication skills.
Desire to play lead role in CLASS's growth strategy.
Demonstrated effectiveness in meetings and task forces seen as a leader. Strong team-builder and team member.
Solid professional reputation. Honesty, integrity, and respect for others.
Leadership skills, visionary, self-confident, future orientation, open-minded and articulate, and outgoing personality.
Attend monthly in-person or virtual Board meetings.
Estimated time commitment: 10-15 hours/month [excluding meeting time] depending on the need.
Term:
Minimum commitment requirement is 1 Term [3 years]
The CLASS Consulting Group believes in equal employment opportunity and considers applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status.
Human Resources Team The Class Consulting Group 1250 Oakmead Pkwy, Suite 210 Sunnyvale, CA 94085-4037 Email : ****************************** Website: **************** Creating social DNA for a better world, one community at a time.
Easy ApplyDirector of Finance
Treasurer job in Long Beach, CA
The Conservation Corps of Long Beach (CCLB) is a private, non-profit 501(c)(3) organization that has enrolled, trained, and assisted local young adults since 1987. To date, more than 12,000 young people have participated in CCLB training and service projects serving the communities, neighborhoods, and environment of the greater Long Beach area.
Mission
The primary mission of the Conservation Corps of Long Beach is to support young people in realizing their potential through work, service, conservation, and education.
Position Summary
The Director of Finance is responsible for leading, executing and enhancing the Conservation Corps of Long Beach's accounting function to empower the organization to fulfill its mission. In that capacity, the Director of Finance is the organization's expert on all accounting and finance matters, is the lead in building and implementation of the organization's best practices that will support continued improvement efforts. This position will direct the accounting and finance staff with functional responsibility over accounting procedures including, but not limited to the monthly close and reporting, annual audit and tax filings, accounts payable, accounts receivable, general ledger, payroll, and grant administration. Future/additional positions may be added to the department as needed.
The Director of Finance will ensure that the Conservation Corps of Long Beach's accounting systems, policies and procedures are properly maintained and updated to support operations and effective program implementation as well as conduct faultless audits. This position will also work closely with the Executive Management Team, Board of Directors and other program staff to enhance and better integrate the Finance/Accounting functions. The Director of Finance is a key member of the Accounting/Finance Department and is the qualified expert on the department's financial technology systems (Sage Intact, SAP Concur, etc.)
Essential Responsibilities:
Oversee all accounting activities of the organization and ensure compliance with appropriate GAAP standards and regulatory requirements.
Design and maintain accounting information systems (i.e., Sage Intacct and SAP Concur) to produce timely and relevant financial data for internal decision-making purposes and for meeting funding agencies', regulatory and other external requirements; assist in the on-going upgrades of the Sage Intacct accounting system.
Establish, maintain and monitor internal controls system to ensure accurate accounting and reporting.
Lead Accounts Payable system and staff, ensuring vendors are paid correctly in accordance with the terms and that related expenses are properly recorded.
Lead Accounts Receivable process and integration for data between operations/programs and the accounting system; manage a team of Billing Specialists.
Oversee the tracking and reporting of the organization's temporarily and permanently restricted funds and administer timely releases.
Prepare organizational cash flow forecasting by working in partnership with program and development leadership, as well as other senior management.
Lead the annual audit process and maintain strong relationship with external auditors; oversee the process of the fiscal audit preparation, Form 5500, Form 990 as well as funder, insurance, IRS and other annual compliance audits and return filings; oversee the annual preparation of 1099s.
Support the Executive Director/CEO and Deputy Director in engaging the Board of Directors' Finance Committee around issues and trends in financial operating models and delivery.
Support annual budgeting and planning process as well as ad hoc analyses, as appropriate.
Ensure that federal, state and local tax reporting compliance requirements and other filings are met.
Finance
Consistently prepare, review and analyze financial data and present financial reports in an accurate and timely manner to programs, departments and the organization. Ensure reports provide Executive Team, department heads, and senior leaders with the information needed to make key decisions about the finances of their site or department.
Ensure proper booking in accordance with financial plans and forecasts and review actual results with a goal to identify, explain and correct variances as appropriate.
Update the Chart of Accounts when needed to address analysis requirements while maintaining a clean and organized operating structure.
Complete month-end close within 12 business days, with a goal of attaining a 10-business-day close.
Lead monthly financial statement review meetings with program management and Executive Management Team.
Collaborate with Development on all fundraising/development accounting to ensure that revenue and expenditures are consistently and accurately captured in financial systems and are consistent with funder requirements. Partner with the Development Department to develop clear and accurate grant budgets and reports.
Support the Development Department in collecting all pledges and commitments in a timely manner.
Reconcile the Director of Development records with the Accounting Department's records in a timely manner to ensure all parties have accurate information.
Build and maintain relationships to develop strong connections with banks, investors, grantors, and financial institutions. Serve as the primary financial contact, ensuring clear communication and compliance with reporting requirements.
Collaborate and secure resources to negotiate favorable financial terms, manage external reporting, and engage in industry networks to support the organization's financial goals and access new opportunities.
Build a system of checklists, processes and procedures that accomplish the following:
Ensure internal controls are in place that protect the organization against fraud and provide assurances that the Corps' accounting records are accurate and complete.
Streamline inefficiencies within the organization; develop systems and processes that minimize the amount of effort required by the Corps' staff to complete administrative tasks such as timesheets, expense reports and invoice processing, while maintaining airtight internal controls.
Implement a continual cycle of review of processes and procedures to ensure that the Corps is running a best practices accounting department.
Proactively identify and mitigate risk to continuously evaluate potential financial risks, including credit, liquidity, operational, and market risks.
Develop strategies to mitigate these risks and protect the organization's financial health. Implement risk management processes, create contingency plans, and regularly review and update strategies, ensuring compliance with regulations and providing senior management with reports on key risks and mitigation efforts.
Staff Management
Supervise subordinate managers who each supervise employees in Finance/Accounting.
Build a highly effective team with attention to goals, roles and communication and professional development.
Ensure the team consistently demonstrates exceptional performance and mastery of available technology.
Encourage ongoing learning and development to keep team members' skills current and relevant and position the team as a key resource in critical strategic, financial and operational decisions.
Ensure accounting staff members are cross-trained and supported in their professional growth to enhance overall organizational capacity.
Other duties may be assigned as needed.
Required Education and Experience:
Extensive Knowledge of GAAP (Generally Accepted Accounting Procedures) and auditing.
Knowledge of principles and practices of financial administration, modern office practices, procedures, methods and equipment, modern principles in the maintenance of accounting records and financial administration.
Budget preparation, program analysis and revenue forecasting; principles and practices of organization, administration, budget and management; reports accounting practices required by state and federal regulations.
Bachelor's degree from an accredited institution.
At least 5 years of relevant experience in finance and accounting administration.
Preferred Education and Experience:
Planning, coordinating and directing a complex financial operation, developing revising and installing accounting systems and procedures, interpreting and applying appropriate professional standards, laws and regulations preparing financial statements, reports and analysis, communicating clearly and concisely orally and in writing, selecting, supervising, training and evaluating assigned staff. Familiar with software/hardware systems and applications.
Significant experience with non-profit accounting systems, fund accounting and government funding compliance.
Any combination of college and experience in a progressively responsible position in accounting including financial analysis, control of a sophisticated fee for service and grant funded agency and knowledge of non-profit accounting standards would provide the required skill and knowledge for successful performance
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit, use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; and talk or hear. The employee must occasionally lift or move up to 25 pounds. Specific vision requirements of the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
Other Duties and Requirements:
Perform other duties as assigned. Please note that this job description is not designed to cover or contact a comprehensive listing of activities, duties and/or responsibilities that may be required of the employee for this job. Duties responsibilities and activities may change at any time and without notice.
Salary and Benefits:
$150,000 - $170,000 (rank 25) based on a level of experience and education that exceeds the minimum requirements and is commensurate with the compensation scale (salary scale).
AA/EEO Statement
The Conservation Corps of Long Beach (CCLB) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. The CCLB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
The CCLB expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of CConservation Corps of Long Beach (CCLB) is committed to the principles of equal employment. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. It is our intent to maintain a work environment that is free of unlawful harassment, discrimination, or retaliation based on an individual's race (including, but not limited to, hair texture and protective hairstyles such as braids, locks, and twists), color, religion, religious creed (including religious dress and grooming practices), national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making (including a decision to use or access a particular drug, device, product, or medical service for reproductive health), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender (including gender identity and gender expression), age (40 years and over), sexual orientation, veteran and/or military status, protected medical leaves (requesting or approved for leave under the Family and Medical Leave Act or the California Family Rights Act), domestic violence victim status, political affiliation, off-duty and off-premises use of cannabis, or any other status protected by federal, state, or local laws. The CCLB is dedicated to the fulfillment of this policy in regard to all aspects of employment, including, but not limited to, recruiting, hiring, placement, transfer, training, promotion, rates of pay, and other compensation, termination, and all other terms, conditions, and privileges of employment.
The Conservation Corps of Long Beach will conduct a confidential, prompt, and thorough investigation of all allegations of discrimination, harassment, retaliation, or any other violation of this Equal Employment Opportunity Policy, as well as any federal, state, and local laws. The CCLB will take appropriate corrective and remedial action, if and where warranted. CCLB prohibits retaliation against any employees who provide information about, complain about, or assist in the investigation of any complaint of discrimination or violation of the Equal Employment Opportunity Policy. CLB's employees to perform their expected job duties is absolutely not tolerated.
Finance Manager - Operating Company
Treasurer job in San Francisco, CA
Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations.
The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM.
Job Description:
As Finance Manager at an Evergreen-backed operating company, you will be the financial leader for the business. You will lead FP&A and accounting and participate in M&A integration as a core strategic partner in the business. Placed at one of our newly acquired operating companies in the wealth management space, you will be a boots-on-the-ground leader transforming and then managing the finance and accounting functions to meet Evergreen's reporting requirements. You will report directly to the operating company's COO and work with the cross-functional leadership team to manage the business to achieve growth targets. You'll regularly engage with the industry vertical leadership teams on company-wide initiatives, gaining firsthand exposure to the requirements of a private equity-backed company.
We're looking for smart, ambitious, and gritty finance professionals with a desire to lead a finance function at one our operating companies.
Location: San Francisco Bay Area
Responsibilities:
Stand-up financial and operational processes and procedures that meet Evergreen's post-acquisition reporting and internal control requirements
Facilitate a transition of the routine accounting function to the shared service center
Deliver timely and accurate financial reporting monthly to the Board in compliance with GAAP accounting standards
Create actionable and insightful financial analysis to help drive the right strategic decisions and efficiently allocate capital
Develop accurate financial forecasts, lead annual budgeting process, and proactively manage the financial health of the business to these forecasts and budgets
Work with the COO to deliver business performance that is repeatedly tracking to expected growth targets
Requirements:
Demonstrated leadership experience and ability to persevere through adversity
Strong financial acumen and demonstrated success in highly analytical roles
Ability to work independently and cross-functionally
Humble, accountable, and growth-minded
Positive attitude, high EQ, and natural competitive intensity
Ownership mindset and willingness to roll-up your sleeves
Excitement about being a finance leader for the long-term
MBA, CPA, or CFA is a plus
Public accounting experience a plus
We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!
DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN
At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE&I”) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.
Compensation
A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.
Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.
Auto-ApplyManager, Financial Planning & Analysis - Retail
Treasurer job in Carlsbad, CA
Vuori is re-defining what athletic apparel looks like: built to move and sweat in but designed with a casual aesthetic to transition into everyday life. We draw inspiration from an active coastal California lifestyle; an integration of fitness, creative expression and life. Our high energy fast paced retail environment is reflected in the clothes we make. We aim to inspire others to take on all aspects of their lives with clarity, enthusiasm and purpose…while having a lot of fun along the way. We are proud to be an outlet for opportunity and for personal growth and success.
Job Description
Reporting to the Channels FP&A Director, the Manager, Financial Planning & Analysis - Retail will be responsible for managing financial reporting, budgeting, forecasting, and analysis to drive retail growth and profitability. This position requires a detailed, focused, and organized individual, with an ability to multitask while meeting deadlines. The ideal candidate will have a strong background in finance, good communication skills with an ability to work well with others but also independently.
What you'll get to do:
* Manage financial planning and forecasting for Vuori-owned retail stores, ensuring clear visibility into performance versus budget, forecast, and prior year.
* Lead the full forecast and budget cycle, overseeing key milestones and deliverables while providing ongoing financial guidance to channel and store leadership.
* Partner with retail leadership to build detailed revenue and expense forecasts, incorporating KPI drivers and identifying trends, risks, and opportunities.
* Prepare and present monthly, quarterly, and annual financial and business results to senior management, highlighting variances, insights, and implications for rolling forecasts.
* Support the monthly accounting close by reviewing forecast variances and identifying required accruals or financial statement adjustments.
* Contribute to long-term strategic planning efforts to ensure alignment with company objectives.
* Collaborate cross-functionally to drive profitability and operational efficiency across the retail channel.
* Develop and maintain financial models to support strategic decisions and business planning.
* Partner with the Data & Analytics team to build KPI-driven dashboards and expand financial reporting through automation.
* Enhance and automate financial processes, models, and reporting; challenge existing assumptions and methodologies to drive continuous improvement.
* Develop pro forma financial statements and related metrics for real estate and capex investments, providing recommendations based on financial analysis and risk assessment.
* Build, develop, and lead a high-performing team, providing coaching, development opportunities, and fostering a culture of excellence and accountability.
Qualifications
Who you are:
* Bachelor's degree or equivalent degree from an accredited university in accounting or finance.
* Certified Public Accountant or MBA preferred.
* Minimum of 5+ years of progressive finance experience, preferably in retail, consumer goods or another inventory-related field.
* Proven track record of successfully managing financial operations and driving business results.
* Strong analytical skills with the ability to interpret financial data, analyze trends, and develop actionable insights.
* Advanced analysis and Excel skills, and familiarity using and extracting data from various systems.
* Proficient in Microsoft Office.
* Excellent problem-solving skills and critical thinking with a natural curiosity to find the answer.
* Must be detail-oriented and organized, with the ability to maintain multiple versions of forecasts.
* Strong communication (written and verbal) and interpersonal skills are important, due to the need to work cross functionally across all levels of the organization.
* Flexible team player that enjoys hands-on responsibilities, with an ability to be proactive and self-starter. Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities with a sense of urgency.
* Experience with ERP systems (Microsoft Dynamics 365), Shopify and MicroStrategy a plus.
Additional Information
Our investment in you:
At Vuori, we're proud to offer the following to our employees:
* Health Insurance
* Savings and Retirement Plan
* Employee Assistance Program
* Generous Vuori Discount & Industry Perks
* Paid Time Off
* Wellness & Fitness benefits
The salary range for this role is $127,000 per year - $145,000 per year. This role is bonus eligible.
Vuori is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
All your information will be kept confidential according to EEO guidelines.
Senior Manager/ Director - Finance and Strategy
Treasurer job in San Ramon, CA
Senior Manager/Director, Finance & Strategy
Are you a strategic finance leader who thrives at the intersection of data, people, and big decisions? Do you enjoy rolling up your sleeves in financial modeling one minute and presenting to executives the next? Are you excited to influence how a fast-growing company plans, invests, and scales for long-term success?
If so, we invite you to be a part of our innovative team.
As a Senior Manager or Director (DOE) in Ridgeline's Finance & Strategy organization, you'll be a key partner to leaders across Product, GTM, and G&A, shaping how the business allocates resources, makes decisions, and measures success. You will lead, coach, and develop a team of analysts while driving financial strategy and operational clarity. This role requires a sharp analytical mind, strong executive presence, and deep understanding of how to connect financial data to real-world outcomes. Working in a dynamic environment with cutting-edge technologies-including tools like ChatGPT-you'll influence decisions that define Ridgeline's trajectory.
At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture.
If this excites you, we'd love to meet you.
You must be work authorized in the United States without the need for employer sponsorship.
The impact you will have:
Lead and develop a high-performing team of FP&A analysts, fostering a culture of growth, accountability, and collaboration
Act as a strategic advisor to senior leaders across Product, GTM, and G&A, delivering insights that influence planning and execution
Own and evolve Ridgeline's forecasting, budgeting, and scenario modeling processes, ensuring alignment with long-term goals
Manage the companywide annual operating plan, supporting clarity and cross-functional accountability
Build and maintain financial systems, tools, and KPI frameworks that empower data-driven decisions
Partner with Strategy/Ops to drive automation and improve the quality and reliability of financial data
Deliver compelling, executive-ready analysis that highlights what matters and recommends clear actions
Connect operational plans with financial outcomes through partnership, analysis, and structured insight
Push forward a mindset of ownership, transparency, and continuous improvement across the Finance & Strategy function
What we look for:
8-12+ years of progressive experience in FP&A or Strategic Finance within SaaS or technology companies
Proven ability to influence senior stakeholders (e.g., CTO, CRO) with clarity, confidence, and data
Hands-on experience with financial modeling, forecasts, scenario analysis, and executive reporting
Demonstrated success managing and mentoring a team of analysts or managers
Expertise with FP&A tools (e.g., Adaptive Planning, Workday) and passion for scaling infrastructure
Strong analytical and communication skills, with the ability to simplify complexity and tell clear financial stories
High emotional intelligence and a track record of building trusted cross-functional partnerships
Experience thriving in fast-paced, ambiguous environments with a bias toward action and continuous improvement
Bonus:
Background in investment management or enterprise SaaS
Experience with pricing, headcount modeling, or product economics
Familiarity with BI tools and dashboard development
Comfort working with executives and board-level stakeholders
About Ridgeline
Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America's Best Startup Employers.”
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement: Ridgeline Applicant Privacy Policy
Compensation and Benefits
The typical starting salary range for new hires in this role is $155,000 - $182,000.
Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
#LI-Hybrid
Auto-ApplyManager Financial Planning and Analysis
Treasurer job in Westlake Village, CA
PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day We are seeking a highly skilled and innovative Manager Financial Planning and Analysis to join our dynamic team.
The Manager Financial Planning and Analysis for Corporate Financial Analysis & Strategy will serve as a key analytical partner to senior leadership.
This individual will be responsible for developing and maintaining the complex financial models that underpin the company's strategic planning, forecasting, and investment analysis processes.
The Manager Financial Planning and Analysis, Corporate Financial Analysis & Strategy: Financial Modeling & Forecasting: Design, build, and maintain sophisticated, three-statement financial models to support the annual operating plan, long-range strategic planning, and recurring forecast updates.
Performance Analysis: Conduct comprehensive analysis of financial results, key performance indicators, and business drivers.
Analyze key financial ratios (ROE, ROA, EPS, leverage, etc.
) to evaluate company performance and identify trends and opportunities.
Strategic & Investment Analysis: Lead financial analysis for key strategic initiatives, including analysis of fixed investment yield, capital structure optimization, and other corporate development projects.
Present findings and recommendations to senior management.
Scenario and Sensitivity Modeling: Develop robust financial models for scenario planning and sensitivity analysis to assess the potential impact of various market conditions and strategic decisions on the company's financial outlook.
Executive Reporting: Prepare and deliver clear, concise presentations and reports for the executive team and Board of Directors that communicate financial results, forecasts, and strategic insights effectively.
What You'll Bring A Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field is required.
An MBA or CFA designation is strongly preferred A minimum of 5-7 years of progressive experience with a focus on financial modeling, valuation, and strategic analysis, preferably at a publicly-traded company.
Expert-level proficiency in Microsoft Excel, with demonstrated ability to build complex, scalable, and well-structured financial models from the ground up A thorough understanding of GAAP principles and the interconnectivity of the three financial statements Excellent analytical, problem-solving, and critical-thinking skills with strong attention to detail Superior communication and presentation skills, with the ability to distill complex financial concepts into actionable information for a senior audience Experience with BI and data visualization tools for financial reporting is beneficial.
Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $75,000 - $130,000 Work Model OFFICE
Auto-ApplyFinance Director
Treasurer job in Los Angeles, CA
Finance Director
Employment Type: Full-Time, Exempt, Staff Position
Supervisor: Executive Director
Position Description:
SCOPE seeks an experienced Finance Director to lead our financial operations and ensure the organizations financial health and stability. The Finance Director is responsible for developing and strengthening our financial infrastructure, supporting SCOPEs Board of Directors in strategic financial planning projects such as investment and real estate, supervising the Staff Accountant and external finance consultants, and ensuring the integrity of our accounting and compliance functions. The Finance Director reports to the Executive Director and serves as an integral member of the leadership team.
Organization Overview:
SCOPE builds grassroots power in low-income communities of color to eliminate economic, environmental, and racial disparities. Established in 1993 in response to the 1992 civil unrest in South Los Angeles, SCOPEs work is grounded in the needs and priorities of South LA residents, who are largely Black, Latinx, and immigrant, and live on the frontlines of pollution and poverty. As a membership-based organization, SCOPE plays a critical role in the movement for systemic changeorganizing marginalized communities of color and poor and working-class residents to ensure that they have a powerful voice in the decisions that impact them. SCOPE organizes communities, develops grassroots leaders, builds alliances, and engages in strategic research and communications to advance policy solutions that shift power and resources to low-income communities of color.
Essential Duties and Responsibilities:
Financial Management and Strategic Planning (60%)
Direct the organizations financial management, including long- and short-term financial planning, financial analysis, budgeting, financial reporting, cash management, risk management, and investments.
Supervise the preparation of financial statements, reports, and grant budgets to ensure accuracy and compliance, and present them to the Board of Directors and stakeholders.
Collaborate with senior staff, Board of Directors, and finance and audit committees to develop financial strategies, policies, and procedures, and advise and assist in their implementation.
Conduct financial analysis to identify trends, risks, and opportunities for organizational growth and sustainability, and participate in the development and monitoring of investment plans and policies.
Support the Board of Directors real estate committee in evaluating options regarding SCOPE's building.
Develop and manage detailed annual budgets and financial projections based on programmatic and development input,
Support the Development Manager with grant budgeting, reporting, and tracking revenue to ensure alignment with organizational priorities and funding requirements.
Accounting and Compliance Oversight (35%)
Provide supervision and guidance to the finance team, including the Staff Accountant and any external financial consultants such as tax preparers and auditors.
Oversee all accounting functions, including accounts receivable, accounts payable, payroll, bank reconciliations, and preparation of monthly financial reports.
Ensure accuracy of financial records and compliance with accounting principles and regulations.
Oversee the annual budget development, quarterly financial reporting, and annual audit processes to ensure adherence to budgetary and policy guidelines.
Collaborate with legal counsel to ensure timely and compliant reporting of grassroots lobbying and political expenditures, and maintain compliance with accounting standards and regulations.
Manage compliance with government contracts and other regulatory requirements.
Develop and implement sound accounting policies and procedures to ensure compliance with relevant laws and regulations.
Organizational and Administrative Duties (5%)
As part of SCOPEs Management Team, collaborate and coordinate with SCOPE staff and departments to integrate finance functions into organizational plans and strategies.
Actively participates in SCOPE Executive Team meetings and/or other leadership spaces, monthly staff meetings, organizational events, annual staff retreats, and other activities required of staff as part of the Finance team.
Develop and maintain systems and tools to support the effective implementation of finance staffs work plans and responsibilities.
Essential Knowledge and Abilities:
5+ years of increasing leadership experience in managing general accounting controls, systems, and procedures within political or nonprofit organizations.
Bachelor's degree in finance, accounting, or a related field (Master's degree preferred), supplemented by relevant advanced credentials such as an MBA, CPA or equivalent experience.
A demonstrated commitment to social justice, racial justice and a familiarity with the intertwined, intersectional issues that shape material conditions in low-income and communities of color, as well as their structural/root causes.
Management experience supervising staff, managing budgets, and effectively handling multiple priorities and projects through planning, prioritizing, executing and tracking.
Strong collaborative and problem-solving abilities, with a track record of working effectively both independently and as part of a team.
Extensive knowledge of nonprofit financial management, including budgeting, grant accounting, and compliance with Generally Accepted Accounting Principles (GAAP).
Experience developing and implementing new finance systems, and knowledge of restricted contributions and grant reporting.
Excellent written and verbal communication and interpersonal skills.
Strong analytical skills, attention to detail and documentation of work.
Proficiency with computer systems; Microsoft suite, Google, Outlook, Accounting Software Quickbooks.
Willingness to work flexible hours, including weekends, when necessary.
Access to reliable transportation required.
Preferred Knowledge and Abilities:
Familiarity with relationship between 501c3 and 501c4 organizations.
Familiarity with grassroots organizing, voter engagement, and campaigns.
Experience in managing government contracts and compliance requirements.
Work Environment: This position operates 100% on site in a professional office environment. This role routinely uses standard office equipment such as computers, phones and photocopiers. The noise level in the work environment is usually quiet.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job requires that the employee must occasionally lift and/or move up to 20 pounds. Also required is the ability to listen, hear, speak, read, write, concentrate, and climb stairs, bend, and stoop. Must be able to use a telephone and computer to accomplish a variety of job tasks.
Employment Type: This is a full-time, exempt, at-will staff position. Exempt employees are expected to work the appropriate and necessary time within reason in order to complete key assignments and related tasks on schedule, and serve a probationary period during their first six months of employment.
Compensation & Benefits: Competitive starting salary of $90,000 fully paid benefits (health/dental/vision), 401k, generous vacation and sick time, professional development, and room to grow professionally. SCOPE is a values-based organization committed to challenging discrimination and oppressionpeople of color and people of diverse gender identities and abilities are strongly encouraged to apply.
To Apply: Please submit 1) a one-page cover letter, 2) resume, and 3) three professional references via email to: ********************; include Finance Director in the subject line.
Easy ApplyFinance and Operations Manager
Treasurer job in Stanford, CA
**School of Medicine, Stanford, California, United States** Administration Post Date Nov 24, 2025 Requisition # 107751 The Stanford Center for Biomedical Ethics (SCBE) in the School of Medicine is dedicated to interdisciplinary research and education in biomedical ethics, providing clinical and research ethics consultation. SCBE also serves as a scholarly resource on emerging ethical issues raised by medicine and biomedical research.
We are seeking an Finance and Operations Manager to provide management and coordination of the Center's financial, administrative, and operational functions. This role includes managing multiple grants and funding sources, collaborating with the director to prepare and oversee Center budgets, supervising staff to support the research and teaching mission of SCBE, and partnering with faculty leadership on departmental affairs.
**Duties include:**
+ Manage staff in the day-to-day operations for functional area(s) of responsibility. Responsible for hiring and retaining staff, career coaching, personal development for direct reports and accountable for the performance of employees. Ensure work completion within schedule and constraints.
+ May independently or in collaboration with human resources managers, guide faculty supervisors in the interpretation and implementation of human resources policies, procedures and programs.
+ Evaluate business processes and operational and/or financial effectiveness. Analyze and resolve complex issues and provide alternative solutions as necessary. May lead process improvement for immediate unit.
+ Analyze unit needs and make recommendations to leadership for changes in staffing, facilities, health and safety compliance, finance, technology and/or administrative functions. Work with the Chair and/or Dean's Office regarding resources to support faculty activities and interests.
+ Interpret, implement and ensure compliance with university academic and administrative policies and procedures within an operating unit. Recommend new internal policies, guidelines and procedures.
+ Manage the finances across all sources for the annual budget, including developing, monitoring, analyzing, forecasting and reporting.
+ Manage and coordinate grants and contracts for the department. Ensure compliance with institutional and external requirements.
+ Represent the unit's business and academic operations within the organization/school.
+ Manage student and faculty program administration for their unit.
* - Other duties may also be assigned
**EDUCATION & EXPERIENCE (REQUIRED):**
Bachelor's degree and three years of relevant experience in administrative and financial management, or combination of education and relevant experience.
**KNOWLEDGE, SKILLS AND ABILITIES (REQUIRED):**
+ Demonstrated supervisory skills including conflict resolution.
+ Excellent planning and organizational skills.
+ Excellent communication skills
+ Working knowledge of accounting, budget planning and financial forecasting.
+ Working knowledge of grants and contract administration
+ Strong negotiation and effective interpersonal skills.
+ Solid analytical and problem solving skills.
+ Attention to detail and accuracy
+ Strong expertise in business and management computer applications and databases.
+ Strong knowledge in industry standards and/or regulatory requirements.
+ Ability to multi-task and manage deadlines.
+ Subject matter expertise for area(s) of responsibility.
+ Able to keep abreast of general industry knowledge and trends
**PHYSICAL REQUIREMENTS*:**
+ Constantly perform desk-based computer tasks.
+ Frequently sitting.
+ Occasionally stand/walk, writing by hand, use a telephone, lift/carry/push/pull objects that weigh 11-20 pounds.
+ Rarely sort/file paperwork or parts, rarely twist/bend/stoop/squat.
* - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.
**WORKING CONDITIONS:**
+ Occasional evening and weekend hours.
**WORK STANDARDS:**
+ Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.
+ Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.
+ Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide,*******************************
The expected pay range for this position is $120,276 to $160,148 per annum.
Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location and external market pay for comparable jobs.
At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website (***************************************************** provides detailed information on Stanford's extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process.
Consistent with its obligations under the law, the University will provide reasonable accommodations to applicants and employees with disabilities. Applicants requiring a reasonable accommodation for any part of the application or hiring process should contact Stanford University Human Resources by submitting a contact form.
Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.
The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned.
Additional Information
+ **Schedule: Full-time**
+ **Job Code: 4131**
+ **Employee Status: Regular**
+ **Grade: J**
+ **Requisition ID: 107751**
+ **Work Arrangement : Hybrid Eligible**
Financial Planning and Analysis (FP&A)
Treasurer job in Hawthorne, CA
At Eureka!, we make people feel good and feel alive through our shared values of Energy, Discovery, and Community. Eureka! embodies the delight in finding, discovering, or solving something, and this joy begins with you.
Our values-driven culture is full of passionate individuals serving those eager to explore a local blend of America's best. Whether it's fulfilling cravings or creating new discoveries, our goal is to provide exceptional experiences for our guests while fostering an excellent workplace for our team. If this resonates with you, keep reading!
The Perks:
Competitive Salary: 80-95k depending on experience
Quarterly Bonus Incentive
Fun & Fast Paced Environment
Company contests that include experiential trips to exciting beverage and food destinations.
Growth Opportunities - We promote 65% from within
Management Development
Benefits that include access to medical, dental and vision coverage (Full Time)
Employee Assistance Program - focusing on mental health providing licensed counseling, community support and much more
Purpose of the Position
The Senior Finance Manager will lead the company's financial planning, analysis, and reporting functions to support strategic decision-making and operational efficiency. This role will act as a liaison between finance, restaurant operations, and the Support Center teams. This is an exempt position that reports to the Senior Vice President Finance and is based at the Support Center in Hawthorne, CA, with occasional travel to restaurant locations for financial audits and operational support.
Essential Functions
Embrace and embody Eureka!'s values of Energy, Discovery, and Community.
Demonstrate a passion for the Eureka! brand and its growth.
Maintain a growth mindset and entrepreneurial spirit.
Exhibit effective project management skills and confidence in delivering financial insights.
Foster collaboration and teamwork across departments.
Communicate effectively in all forms, including verbal, written, and digital mediums.
Build strong interpersonal relationships with teams and stakeholders.
Analyze financial data and situations with precision, offering actionable insights.
Oversee financial planning, including annual budgets, monthly reporting, quarterly reforecasting, and long-term strategic plans.
Partner with treasury team in understanding the relevant long-term cash planning dynamic
Worked closely with Private Equity to guide organization to long term financials goals.
Adopt and expand the structure budgeting and forecasting process across all Brands and units.
Ensure forecasting aligns with financial statements (balance sheet, income statement, and cash flow) to maintain accuracy. Working with the Accounting Manager to ensure this gets done timely and accurately.
Provide timely and accurate financial reporting for Senior Leader, lenders, and key stake holders.
Provide timely and accurate weekly financial reporting to Operations and lead the weekly financial calls.
Maintain and continually improve daily, weekly and period end FP&A reporting package(s).
Partner with operations, marketing, and other department heads to develop and maintain KPI dashboard that supports the company's annual strategic plan and initiatives.
Analyze effectiveness of marketing campaigns, including customer acquisition cost, retention, and ROI on paid media spend.
Manage ad hoc financial projects and initiatives as needed.
Work with the Accounting team to ensure accurate, complete, and timely accounting information.
Work closely with Senior Vice President of Finance and other department heads on ad hoc analysis as needed.
Position Responsibilities
Communicate financial updates and initiatives to the Senior Leadership Team (SLT).
Partner with restaurant operators to ensure financial goals align with operational needs.
Develop and refine key performance indicators (KPIs) to drive financial accountability.
Oversee financial due diligence for potential acquisitions, expansions, or restructuring.
Work with external auditors, tax advisors, and financial institutions as needed.
Analyze and report on industry trends and economic factors impacting Eureka!'s operations.
Requirements Include
Bachelor's degree in Finance, Accounting, or a related field (required).
CPA, CFA, or MBA preferred.
Minimum of five years of finance management experience, preferably in a multi-unit restaurant or retail environment.
Expertise in financial modeling, data analysis, and reporting.
Strong knowledge of GAAP, financial regulations, and tax compliance.
Experience managing budgets, forecasts, and P&L analysis.
Proficiency in Microsoft Office Suite, particularly Excel, and financial software (e.g., NetSuite, SAP, or QuickBooks Enterprise).
Strong analytical skills and attention to detail.
Qualifications
At least 21 years of age.
Knowledge of financial risk management, cost control, and profitability analysis.
Strong leadership and mentoring capabilities.
Ability to work in a fast-paced environment while managing multiple priorities.
Physical Demands & Work Environment
Position requires prolonged sitting, occasional lifting of up to 25 pounds, and repetitive hand and wrist motions.
Regular travel to restaurant locations is required, sometimes with short notice. Travel may involve driving and/or flights and could require overnight stays.
Occasionally work in high-pressure environments requiring quick financial decision-making.
At-Will Statement & Disclaimer This position is at-will. Managers may resign at any time for any reason, with or without notice. Similarly, Eureka! retains the right to terminate employment at any time, for any reason, with or without notice. This job description aims to outline the primary responsibilities and qualifications of the role but is not exhaustive. Other related duties may be assigned as needed.
If you're ready to bring your financial expertise and enthusiasm to Eureka!, apply today!
CFO & Head of Capital Markets
Treasurer job in Los Angeles, CA
About the Role
Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance.
Key Responsibilities
CFO Function:
Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance
Manage internal controls, financial reporting, and investor communications
Advise the CEO and support long-term planning and growth strategy
Oversee financial statement preparation and cash flow analysis
Direct and mentor accounting and finance staff
Capital Markets Function:
Lead all equity and debt fundraising initiatives
Manage investor relationships, including family offices, institutions, and private clients
Oversee creation of offering materials, investor reporting, and presentations
Structure investment vehicles, analyze returns, and support the Investment Committee
Develop and execute strategies to expand the firm's investor base
Qualifications
8+ years of experience in real estate capital markets, accounting, and finance
Proven ability to raise capital and manage investor relationships
Strong technical proficiency in financial modeling and reporting
CPA, CMA, or MBA preferred
Experience with Yardi and advanced Excel required
Strong leadership, communication, and relationship management skills
Compensation
Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.