Vertical Careers, Inc. Jobs Feedhttps://jobs.crelate.com/portal/verticalcareershttps://jobs.crelate.com/portal/verticalcareers/job/y5joogkuw3bhs9i3jyapsm9d6ahttps://jobs.crelate.com/portal/verticalcareers/job/y5joogkuw3bhs9i3jyapsm9d6aFeaturedLos AngelesCPA|CIABig 10 CPAFund AccountingBig 4 CPAHybridFinancial ServicesAccounting Manager | Fund Acounting [Hybrid] for a large reputable Financial Services firm in DTLA<p style="color:#555555;font-size:15px;"><span style="font-size:1em;"><strong>Accounting Manager</strong></span></p><p style="color:#555555;font-size:15px;"><span style="font-size:1em;">Our client is a large reputable Financial Services firm with over $100B AUM located in Los Angeles, CA. They foster a healthy work-life balance with great internal progression and excellent benefits. They are seeking an Experience and Dynamic </span><span style="font-size:1em;"><strong>Accounting Manager</strong><strong> </strong></span><span style="font-size:1em;">who will be joining their Fund Accounting department</span><span style="font-size:1em;">.</span></p><p style="color:#555555;font-size:15px;"><span style="font-size:1em;">They offer exceptional Benefits including 401K matching, Generous PTO | Holidays, Growth | Succession Planning opportunities. </span><span style="color:#548dd4;font-size:1em;"><em><strong>They are working a hybrid schedule with flexibility.</strong></em></span></p><p style="color:#555555;font-size:15px;"><span style="color:#548dd4;font-size:1em;"><em><strong>&nbsp;</strong></em></span></p><p><strong><span style="text-decoration:underline;">Job Summary:</span></strong></p><p>The Manager will be responsible for maintaining the books and records for various private partnerships and accounts, as well as reporting to clients and the portfolio group.</p><p><strong>Responsibilities:</strong></p><p></p><ul><li>Preparation and maintenance of the books and records of pooled private investment funds organized as limited partnerships and/or separate accounts</li><li>Preparation and/or review of complex management fee and waterfall calculations</li><li>Recording and reconciliation of cash, investments, and other balance sheet accounts</li><li>Recording of purchase and sale transactions</li><li>Accounting for complex corporate actions</li><li>Estimating and posting accruals</li><li>Preparation and/or review of allocations of income and expense allocations to each partner, including updating of distribution waterfall based on the terms of the governing documents</li><li>Determining and preparing distributions and drawdowns</li><li>Preparation of monthly, quarterly, and annual financial reports</li><li>Analyzing and calculating performance metrics for partnerships/accounts as well as for each investment</li><li>Coordinating with funds&rsquo; independent auditors, custodians, prime brokers, and fund administrators</li><li>Performing other tasks as required</li></ul><p><strong>Qualifications</strong></p><ul><li>Bachelor&rsquo;s degree in Accounting or Finance. CPA is a plus.</li><li>Minimum 5 years of relevant accounting or audit experience within Big Four public accounting or a mix of public accounting and investment management industry experience</li><li>Strong knowledge of reconciliation and account analysis</li><li>Excellent understanding of accounting and the ability to apply relevant investment company accounting rules</li><li>Solid analytical skills and ability to understand and resolve complex problems; and</li><li>Proficiency in Microsoft Excel, Word, and PowerPoint</li><li>Self-motivated with strong attention to detail and excellent work ethic</li><li>Great organizational skills and is able to handle complicated work efficiently and effective</li><li>Takes initiative to ask questions and detect problems</li><li>Superior written and verbal communication skills with the ability to work effectively both individually and as a team</li><li>Ability to understand and resolve complex problems</li></ul><p><br /></p>Fri, 15 Mar 2024 23:03:38 ZLos Angeles, CA1345https://jobs.crelate.com/portal/verticalcareers/job/a49wryjirdzmkzsmgjufg671nyhttps://jobs.crelate.com/portal/verticalcareers/job/a49wryjirdzmkzsmgjufg671nyFeaturedInvestment AccountingTax AccountingTreasuryFinancial ServicesAVP, Tax & Treasury Operations for large growing Asset Management company [Entities and KYC/AML]<p style=""><strong><span style="text-decoration:underline;">Assistant Vice </span><span style="color:#4a4a4a;text-decoration:underline;">President, Tax</span><span style="text-decoration:underline;">&nbsp;&amp; Treasury Operations[&nbsp;[Entities and KYC/AML]</span></strong></p><p style="">The <strong>Assistant Vice President</strong> will serve within the Operations team in the Tax and Treasury department. The AVP will be responsible for (i) global legal entity management and (ii) managing the firm&rsquo;s Know Your Customer (KYC) and Anti-Money Laundering (AML) disclosures to counterparties.</p>[Entities and KYC/AML]<p style="color:#4a4a4a;">Key responsibilities include:</p><ul><li>Manage firmwide legal entity management system and related processes, including entity formation, drafting of basic legal documents and structure charts;</li><li>Provide operational oversight of the Entities and KYC/AML global teams;</li><li>Liaise with Tax, Compliance, Legal, Fund Accounting, and other senior stakeholders on Legal Entity and KYC matters;</li><li>Understand key corporate and fund structures and governance relevant to entity onboarding and KYC disclosures;</li><li>Knowledge of KYC processes and AML regulations;</li><li>Ensure delivery of high-quality KYC packages in adherence to the counterparty&rsquo;s policies and procedures, and in alignment with the internal policies and procedures;</li><li>Ensure all processes executed during the final overview of the KYC files are delivered per predefined SLA;</li><li>Identify and manage risks and issues, ensure timely escalation to business stakeholders, and drive the resolution process through collaboration with business leads to ensure swift corrective action;</li><li>Promote a continuous improvement approach to operations by researching industry best practices and making recommendations to improve;</li><li>Effectively collaborate with internal and external departments, stakeholders, cross-functional teams, and vendors to develop and/or enhance processes, data and technology;</li><li>Produce and manage operational deliverables and communications to stakeholders, which will include executive-level reporting and presentations;</li><li>Uplevel data management operations for efficiency and scalability; and</li><li>Work on other special projects and firm-wide initiatives, as directed by management.</li></ul><p style="color:#4a4a4a;"><strong>Experience Required</strong></p><ul><li>8+ years of relevant experience working in KYC, AML and/or Entity Management operations;</li><li>Familiarity with private investment funds and/or familiarity with complex legal structures, legal background a plus;</li><li>Global KYC/AML experience preferred;</li><li>Ability to perform research and validate inbound AML/KYC requirements;</li><li>Strong managerial skillset with experience managing an offshore team a plus;</li><li>Strong track record in engaging and managing stakeholders across different seniorities and functions;</li><li>Experience in identifying, analyzing and resolving operational challenges with an ability to think critically;</li><li>Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion;</li><li>Strong working knowledge of core Microsoft applications e.g., Excel, PowerPoint, SharePoint; and</li><li>Experience leveraging data &amp; technology to drive process efficiencies and mitigate operational risk.</li></ul><p style="color:#4a4a4a;"><strong>Personal Attributes</strong></p><ul><li>Outstanding organization skills with high attention to detail;</li><li>Excellent interpersonal, verbal and written communication skills;</li><li>Outstanding initiative and a strong work ethic;</li><li>Responsible with a strong sense of dedication;</li><li>Strong analytical and problem-solving skills;</li><li>Works well under pressure and with time constraints; and</li><li>Flexible and team-orientated with strong integrity and professionalism.</li></ul><p style="color:#4a4a4a;"><strong>Education</strong></p><ul><li>A Bachelor&rsquo;s degree relevant to position, a Master&rsquo;s degree a plus</li><li>International Compliance Association (ICA) Certification in AML a plus</li><li>Paralegal training a plus</li></ul><p style="color:#4a4a4a;">&nbsp;</p><p style="color:#4a4a4a;"><br /></p>Fri, 15 Mar 2024 23:03:30 ZLos Angeles, CA1401https://jobs.crelate.com/portal/verticalcareers/job/bhjoo3bm116n8ajrxbkrr4j4bhhttps://jobs.crelate.com/portal/verticalcareers/job/bhjoo3bm116n8ajrxbkrr4j4bhFeaturedOrange CountyCPA|CIAPublic AccountingTax ManagerCPA FirmTax Manager with great growth potential for Local/Regional CPA firm<p><strong>Tax Manager</strong></p><p>Our client is a well established CPA firm located on Orange County with a diverse portfolio of clients in various industries including but not limited to: Manufacturing, Distribution, Construction/Real Estate, Non-Profit. They are on Hybrid work schedule with the exception of Busy Season (January to April) where it's required to be fully onsite.&nbsp;</p><p><span>They are seeking an experienced Manager in the Tax Department to</span>&nbsp;coach and mentor a small team<span> The Tax Manager reports directly to the partner or director responsible for the engagement. The Tax Manager must possess strong communication skills, able to provide direction and technical guidance to junior staff, proficiency to resolve tax related matters, support and build key relationships.</span><span></span></p><p><span>This position provides an excellent opportunity for the right individual to develop judgment and breadth of experience needed to become a Senior Manager. We are looking for individuals who are interested in long-range career growth and have the strategic ability to plan for their professional futures. Our client offers a work environment that is stimulating, challenging, and fun.</span><br /></p><p><span><span><span><strong><em>Responsibilities:</em></strong></span></span></span></p><ul><li><span><span>Tax Manager/CPA will review and/or prepare tax returns (Corporation, Partnership, Trust and High Networth Individual - HNI), delivering a full range of tax services in compliance with laws and regulations within timeframe</span></span></li><li><span><span>Building relationships and interacting with clients to provide excellent planning, consulting and expertise</span></span></li><li><span><span>Providing innovative tax planning and review of complex income tax return</span></span></li><li><span><span>Manage and coordinate tax audits, tax provisions, and tax compliance process</span></span></li><li><span><span>Improve the firm&rsquo;s processes by developing or implementing best practices</span></span></li></ul><p><span><span><span><strong><em>Qualifications:</em></strong></span></span></span></p><ul><li>BA degree in Accounting</li><li>Active CPA License</li><li><span><span>5+ years experience in Public Accounting</span></span><br /></li><li><span><span>Corporation, Partnership, Trust and High Networth Individual tax review and preparation experience</span></span></li><li><span><span>Strong technical tax review and preparation skills</span></span></li><li><span><span>Tax Audit Representation experience is a plus</span></span></li><li><span><span>Tax Research abilities</span></span></li><li><span><span>Must have excellent computer skills (QuickBooks &amp; Microsoft office programs)</span></span></li><li><span><span>Excellent time management skills with ability to prioritize/multi-task in a fast-paced environment</span></span></li><li><span><span>Ability to work with staff members of diverse accounting background</span></span></li><li><span><span>Ability to interact with clients in a professional manner</span></span><br /></li><li><span><span>Analytical skills with details orientation</span></span></li><li><span><span>Ability to meet deadlines and solve problems</span></span></li><li>Strong verbal and written communication skills</li><li>Possess an exceptional work-ethic</li></ul><p><br /></p><p>&nbsp;</p><p><span>&nbsp;</span></p>Fri, 15 Mar 2024 23:03:17 ZAnaheim, CA1297https://jobs.crelate.com/portal/verticalcareers/job/qfgw86ftm9tqdbogw1hbwo3ncyhttps://jobs.crelate.com/portal/verticalcareers/job/qfgw86ftm9tqdbogw1hbwo3ncyFeaturedLos AngelesFinancial Reporting | SEC (10K, 10Q)San Gabriel ValleyFinancial ServicesCPABankingAccounting AnalystBig 4 CPARemoteHybridBig 10 CPAMBAFinancial Reporting Lead with a Leading/Prominent Financial Services firm in Los Angeles [Hybrid Schedule]<p><span style="text-decoration:underline;"><strong></strong></span><span style="text-decoration:underline;"><strong>Financial Reporting Lead [Hybrid Schedule]</strong></span></p><p><strong></strong><strong>Overview:</strong></p><p>Responsible for the preparation of both internal and external reports including regulatory and SEC filings.</p><p><strong>Responsibilities:</strong></p><p><span style="font-size:1em;">Participate in all aspects of quarterly/annual SEC filings, (including 10-Q, 10-K, 8-K, 11-K and other SEC filings) including the revamp of certain sections as assigned; Work paper/electronic compilation and tie-out; Integrating comments provided by colleagues and interacting with business leaders to ensure accurate filings; XBRL tagging of the Financial Statements and Footnotes; Managing the SEC reporting software (Workiva); Completing GAAP and SEC disclosure checklists; assist with development of ESG reporting process.</span></p><ul><li>Complete regulatory reporting filings such as call reports, FR Y-9LP, FR Y-9C, FR Y-6, FR Y-10 etc. and assist in implementing solutions for process improvement</li><li>Provide support for the earnings release (&ldquo;ER&rdquo;) process including the preparation of ER tables and verbiage tie-out</li><li>Provide audit, accounting, and compliance support by satisfying all requests timely and accurately with requested information</li><li>Independently research accounting and disclosure-related matters and incorporate new GAAP/SEC reporting requirements into filings and recommend improvements to existing disclosures to ensure compliance and effectiveness</li><li>Communicate with external and internal auditors regarding financial reporting matters</li><li>Prepare various schedules for internal reporting requirements including the monthly Board package</li><li>Prepare consolidated financial statements for dissemination to the management, external auditors, and regulatory agencies</li><li>Prepare and review various schedules and reports for internal users and external auditors, and assist in the audit of financial statements and related footnotes</li><li>Perform and complete ad-hoc analyses and projects as needed</li></ul><p>&nbsp;</p><p><strong>Qualifications:</strong></p><ul><li>CPA license or MBA preferred</li><li>At least 5 years public accounting and/or public company financial reporting experience</li><li>Solid knowledge of generally accepted accounting principles and concepts</li><li>Strong analytical, organizational, and problem-solving skills; including research skills regarding current and prospective updates to SEC disclosure requirements and regulatory reporting</li><li>Banking/financial institution experience strongly preferred</li><li>Demonstrated strong attention to detail and accuracy</li><li>Ability to establish priorities, work independently, and proceed with objectives without supervision</li><li>Proven ability to perform under pressure and to adjust plans to meet changing needs and requirements</li><li>Excellent team player who can build and leverage working relationships</li><li>Experience with PeopleSoft GL and Workiva software</li><li>Bachelor&rsquo;s degree (B.A.) from four-year college or university; and at least 5 years public accounting and/or financial reporting experience.</li></ul><p>&nbsp;</p><p>&nbsp;</p>Fri, 15 Mar 2024 23:03:02 ZPasadena, CA1402https://jobs.crelate.com/portal/verticalcareers/job/kiia93a5o898xe4hiwzg9qayuohttps://jobs.crelate.com/portal/verticalcareers/job/kiia93a5o898xe4hiwzg9qayuoFeaturedCPATax AccountingBig 10 CPAProfessional ServicesSr. Tax SpecialistSr. Tax Specialist for large global Professional Services firm <p style="color:#000000;"><span style="color:#000000;"><strong>Senior Tax Specialist</strong></span><span style="color:#333333;"></span></p><p style="color:#000000;">Our partner client is a large Global Professional Services firm based in Downtown Los Angeles and they are seeking a motivated <strong>Senior Tax Specialist</strong>&nbsp;to join their Corporate Tax Accounting team.&nbsp;<br /></p><p style="color:#000000;"><strong>Scope of Responsibilities:</strong></p><ul><li>Prepare federal, state and foreign offices tax schedules for the preparation of the U.S. federal, state and international partnership income tax returns</li><li>Lead the process of preparing and providing information to external tax accountants for the U.S. federal and state partnership tax returns and international tax filings</li><li>Manage and maintain tax compliance calendar</li><li>Handle federal, state and local tax audits</li><li>Prepare written correspondence and other documents for IRS or other tax authorities</li><li>Handle various tax compliance duties: sales/use taxes, unsecured property tax, partnership withholding tax, partners tax estimate, quarterly estimated tax, business license tax, rent tax, excise tax, value added tax (VAT), etc.</li><li>Prepare tax planning analysis, estimates and annual tax budget</li><li>Maintain the partners&rsquo; tax information databases and historical information used by firm management</li><li>Prepare and deliver the annual partners&rsquo; K-1 package (by using tools such as Mail Merge, DocuSign, etc.)</li><li>Prepare the partners&rsquo; U.S. and international partner withholding tax calculations</li><li>Interacts regularly with the following groups: GL, Financial Planning, HRIS, Benefits, Payroll, and overseas offices.</li><li>Assist the Director of Tax with ad hoc projects</li></ul><p><strong>Qualifications/Skills:</strong></p><ul><li>Bachelor's degree in Accounting or Taxation related; Master's or CPA a plus</li><li>3-6 years of relevant tax experience in public accounting or industry</li><li>Tax compliance experience is a must</li><li>Outstanding client service and communication skills</li><li>Desire to contribute solutions in a team-based environment to help prioritize a heavy workload and remain organized</li><li>Commitment to continuous learning </li><li>Aptitude for multitasking</li><li>Unwavering integrity in all situations</li></ul><p></p><p style="color:#000000;"><span style="color:#000000;">The salary range in CA for this role is $110,000 - $130,000 and represents the firm&rsquo;s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent on a variety of factors including, but not limited to, the candidate&rsquo;s experience, qualifications, and location.</span></p><p></p>Fri, 15 Mar 2024 23:02:38 ZLos Angeles, CA1367https://jobs.crelate.com/portal/verticalcareers/job/ujyqrniu7f4rfphxonrip9r3nrhttps://jobs.crelate.com/portal/verticalcareers/job/ujyqrniu7f4rfphxonrip9r3nrFeaturedReal EstateBusiness ManagementStaff AccountantHybridAccountingGAAPStaff Accountant for a growing top business management firm in the U.S.<p style="font-size:15px;"><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;font-size:1em;"><strong>Staff Accountant Job Description</strong></span><br /></p><p style="font-size:15px;"><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;font-size:1em;">Our client is the top business management firm in the U.S. They help the world's leading entertainers succeed financially through a full-service approach. A fast-growing</span><span style="color:#000000;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:1em;">professional services organization seeks a <strong>Staff Accountant</strong>&nbsp;to join their dynamic team.</span></span></span></p><p style="font-size:15px;"><span style="color:#000000;text-decoration:underline;font-family:Arial, Helvetica, sans-serif;font-size:1em;"><strong></strong></span><span style="color:#000000;font-size:1em;text-decoration:underline;font-family:Arial, Helvetica, sans-serif;"><strong>Job Summary:</strong></span></p><p style="font-size:15px;"><span style="color:#000000;text-decoration:underline;font-family:Arial, Helvetica, sans-serif;font-size:1em;"></span><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">You are responsible to assist in the maintenance of the general ledger for multiple legal entities and support the monthly close process. Also, you are to provide support to department activities with specific responsibilities for ensuring that overall fiscal policies, practices, and regulations meet compliance requirements.</span></p><p style="font-size:15px;"><span style="text-decoration:underline;font-family:Arial, Helvetica, sans-serif;font-size:1em;"><strong>Responsibilities:</strong></span></p><ul><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Interface with the client/s daily.</span><br /></li><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Prepare business personal property renditions</span><br /></li><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Prepare loan covenant calculations</span><br /></li><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Prepare loan amortization schedules</span><br /></li><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Financial statement set-up and preparation</span><br /></li><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Capital scheduled maintenance</span><br /></li><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Review real estate escrow statements to purchase agreements and loan payoff calculations</span><br /></li><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Interaction with lenders and compliance reports</span><br /></li><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Review tenant financial statements</span><br /></li><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Prepare client financials.</span><br /></li><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Review and correct financial statements and general ledgers.</span><br /></li><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Correspond with government agencies relating to client property tax notifications received.</span><br /></li><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Day-to-day A/P, A/R, filing, and online file storage (GFR).</span><br /></li><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Work extended hours as needed.</span><br /></li><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;">Other related duties as assigned.</span></li></ul><p><span style="font-family:Arial, Helvetica, sans-serif;font-size:1em;text-decoration:underline;"><strong>Qualifications:</strong></span></p><ul><li>Has a Bachelor&rsquo;s Degree in Accounting (with a 3.0 GPA or better)</li><li>Must have strong technical accounting skills</li><li><span style="font-size:1em;">Must have a Real Estate/Property Management Experience</span><br /></li><li><span style="font-size:1em;">5-7 years of Real Estate Accounting experience</span><br /></li><li><span style="font-size:1em;">Understanding of Generally Accepted Accounting Principles (GAAP)</span><br /></li><li><span style="font-size:1em;">With knowledge of Financial Statement Analysis</span><br /></li><li><span style="font-size:1em;">Proficient in Microsoft Office Suite, especially Excellent Knowledge of Excel</span><br /></li><li><span style="font-size:1em;">Proficient in Windows</span><br /></li><li><span style="font-size:1em;">Aware of Partnership Structures and Flow Through Concepts</span><br /></li><li><span style="font-size:1em;">Has the ability to Read Legal Documents</span><br /></li><li><span style="font-size:1em;">Has good oral and written communication skills</span><br /></li><li><span style="font-size:1em;">Has a fluent command of English</span><br /></li><li><span style="font-size:1em;">Must show professionalism, good t</span><span style="font-size:1em;">ime management, and o</span><span style="font-size:1em;">rganizational skills</span><br /></li><li><span style="font-size:1em;">Has a good Math Aptitude</span><br /></li><li><span style="font-size:1em;">Must have good problem-solving Skills</span><br /></li></ul><p></p>Fri, 15 Mar 2024 23:02:29 ZWestwood, CA1314https://jobs.crelate.com/portal/verticalcareers/job/s3pgg18k6asei3rskqeejim3dehttps://jobs.crelate.com/portal/verticalcareers/job/s3pgg18k6asei3rskqeejim3deFeaturedAccountingBusiness ManagementStaff AccountantBookkeeper, Business Management for a Growing Top Business Management Firm in the U.S<p style="font-size:15px;"><span style="color:#000000;font-size:1em;text-decoration:underline;"><strong>Bookkeeper, Business Management</strong></span></p><p style=""><span style="font-size:15px;color:#000000;">Our client is the top business management firm in the U.S. They help the world's leading entertainers succeed financially through a full-service approach. A fast-growing professional services</span><span style="color:#000000;"><span style="font-size:15px;">organization seeks a <strong>Bookkeeper, Business Management</strong>&nbsp;to join their dynamic team.</span></span></p><p style="font-size:15px;"><span style="color:#000000;"></span><span style="color:#000000;"><strong></strong></span><span style="color:black;"><span style="text-decoration:underline;"><strong>Job Specs:</strong></span></span></p><p style="color:#222222;font-size:small;"><span style="font-size:11.5pt;">Summary: </span><span style="font-size:11.5pt;">The Business Management team in Encino is hiring the next Account Executive to join our dynamic group of accounting professionals. The selected candidate is a confident and professional communicator, with exceptional time management and organizational skills. You are interpersonal and believe in developing and maintaining a professional relationship with the clients; all while performing the following bookkeeping duties:</span><span style="font-size:11.5pt;"><br /></span></p><p style="color:#222222;font-size:small;"><span style="font-size:11.5pt;"><br /></span></p><p style="color:#222222;font-size:small;"><span style="font-size:11.5pt;">Responsibilities and Qualifications:</span><span style="font-size:11.5pt;"><br /></span></p><ul><li><span style="font-size:11.5pt;">Supervise, mentor, and coach Assistant Account Executive bookkeeping staff.</span></li><li><span style="font-size:11.5pt;">Experience with handling robust books, and preparing monthly and quarterly financial statements.</span></li><li><span style="font-size:11.5pt;">Book and process client payroll on a reoccurring basis.</span></li><li><span style="font-size:11.5pt;">Maintaining accurate General Ledger/Trial Balances.</span></li><li><span style="font-size:11.5pt;">Onboard new clients, setup new vendors and General Ledger codes in the accounting system.</span></li><li><span style="font-size:11.5pt;">Record opening Trial Balance as journal entries, prepare, and reconcile bank statements.</span></li><li><span style="font-size:11.5pt;">Record purchase or refinance of clients automobiles and/or residence.</span></li><li><span style="font-size:11.5pt;">Maintain cash flow and reporting requests for clients.</span></li><li><span style="font-size:11.5pt;">Provide back-up coverage for other Account Executives as needed.</span></li><li><span style="font-size:11.5pt;">Process Accounts Payable and Cash Receipts when Assistant Account Executive is out.</span></li><li><span style="font-size:11.5pt;">Coordinate and complete client loan applications, and collaborate with Senior Accountant for final review.</span></li><li><span style="font-size:11.5pt;">Provide accurate asset schedules for insurance.</span></li><li><span style="font-size:11.5pt;">Work closely with tax department to ensure clean and accurate books.</span></li><li><span style="font-size:11.5pt;">Ensure that tax deadlines (1099s, estimated payments) are met timely.</span></li><li><span style="font-size:11.5pt;">Create commission reconciliation schedules for non-touring clients.</span></li><li><span style="font-size:11.5pt;">Other related duties as assigned.</span></li></ul><p style="color:#222222;font-size:small;"><span style="font-size:11.5pt;">Qualifications: </span><span style="font-size:11.5pt;">to perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</span></p><p style="color:#222222;font-size:small;"><span style="font-size:11.5pt;"><br /></span></p><p style="color:#222222;font-size:small;"><span style="font-size:11.5pt;">Education / Experience:</span><span style="font-size:11.5pt;"><br /></span></p><ul><li><span style="font-size:11.5pt;">High School diploma required</span></li><li><span style="font-size:11.5pt;">Bachelor's degree from an accredited institution preferred</span></li><li><span style="font-size:11.5pt;">4 plus years of experience in accounting, business management, and/or working with high-net-worth individuals</span></li><li><span style="font-size:11.5pt;"><strong>1 plus years of experience working in AgilLink, Datafaction, </strong>QuickBooks preferred</span></li><li><span style="font-size:11.5pt;">Proficient in Microsoft Office</span></li></ul>Fri, 15 Mar 2024 23:02:13 ZEncino, CA1332https://jobs.crelate.com/portal/verticalcareers/job/k66rfj6hfnz5rertp5mrccdnbchttps://jobs.crelate.com/portal/verticalcareers/job/k66rfj6hfnz5rertp5mrccdnbcFeaturedProfessional ServicesSr. Financial AnalystLos AngelesBig 10 CPAFinancial AnalystBig 4 CPAFinanceSr. Financial Analyst (NOT FP&A) for a Global Professional Services Firm<p><span style="color:#666666;font-size:1em;"><strong>Senior Financial Analyst&nbsp;</strong></span></p><p style="color:#555555;font-size:medium;"><span style="color:#000000;font-size:1em;">Our Client, a $3B+ global professional services firm located in DTLA. </span></p><p style="color:#555555;font-size:medium;"><span style="color:#000000;font-size:1em;">The company offers a generous total compensation package. Bonuses are awarded in recognition of individual and firm performance. Benefits include healthcare, life and disability insurance, flex spending accounts, a 401k plan, etc.,10 paid holidays, and a PTO program that accrues 20+ days during the first year of employment and grows with tenure.</span><strong><span style="color:#aa0000;"></span></strong><strong><span style="font-size:9pt;"></span></strong><br /></p><p>As a Senior Financial Analyst at , you will be a member of company&rsquo;s Financial Information Center (FIC) &ndash; a team of highly motivated financial professionals whose primary responsibility is to provide financial and analytical support for the firm. You will monitor and respond to requests sent to FIC and respond to other ad-hoc requests from attorneys and management. The Senior Analyst will summarize large volumes of data in executive summary schedules and reports, develop financial models, and provide billing statistics and analytical support to attorneys, Finance &amp; Accounting department management, and other firm management as requested. You will work with limited direction to develop new reports and to distribute monthly financial reports to managers across the firm. You will also work with the firm&rsquo;s Finance Managers on various projects that require in-depth analytical and critical thinking skills while accomplishing these and other critical functions:<br /></p><ul><li>Working in a team environment to complete ad-hoc financial analysis, reports and special projects related to client statistics and firm financial metrics.</li><li>Utilizing analytical skills and expert knowledge of business, economics, finance, and accounting to complete complex tasks.</li><li>Utilizing Elite financial system and Business Objects to obtain data and organize the information and build reports to facilitate effective analysis.</li><li>Accurately interpreting requests for analysis and reporting to produce and correct final work product.</li><li>Effectively communicating work product to colleagues across the firm through e-mail, phone, web conference, video conference, and in-person presentations. Answering any questions that may arise regarding the data and/or analytical methods and assumptions used to build the work product.</li><li>Making recommendations to streamline workflow and process within the organization. Utilizing new technologies to automate tasks and reporting.</li><li>Maintaining detailed records documenting procedures, methodologies, and sources of information employed while performing analytical tasks.</li><li>Ensuring timely delivery of accurate and professional work product.</li><li>Completing special projects as requested.</li><li>Professional image within the Finance and Accounting department and projecting the same image to those outside the department.</li><li>Promoting effective work practices, working as a team and showing respect for co-workers.</li></ul><p>As a Senior Financial Analyst, you will be expected to apply your organizational and communication skills while displaying a positive, high-energy attitude. The successful Senior Financial Analyst will possess excellent leadership skills organizing, planning, problem-solving and decision-making, displaying the ability to lead large, long-term, and complex projects from inception to completion and the ability to develop alternative solutions to meet goals. The Senior Analyst will also maintain flexibility with respect to assigned tasks due to changing deadlines, changing deliverables and changing task priorities. Excellent analytical skills are desired, as well as the ability to work independently to research, analyze, and develop financial information, the ability to draw conclusions from analysis and make recommendations to management, and the ability to learn and apply new skills quickly and effectively.</p><ul><li>Bachelor's degree in Finance, Accounting, Business Administration, Economics, or related field is required. </li><li>5+ years of related analytical experience in finance or accounting is desired. </li><li>Experience at a professional services organization is desired, as well as experience in working on ad-hoc requests and projects in a fast-paced environment. T</li><li>Must display proficiency with a PC environment and related software and proficiency with Microsoft Excel, PowerPoint, and Word. </li><li>Knowledge of Microsoft Access is a plus. Knowledge of Elite is a plus. </li></ul>Fri, 15 Mar 2024 23:01:49 ZLos Angeles, CA29https://jobs.crelate.com/portal/verticalcareers/job/udd9r3fge5dd9zzm5qth61mmnyhttps://jobs.crelate.com/portal/verticalcareers/job/udd9r3fge5dd9zzm5qth61mmnyFeaturedBillingAccountingLos AngelesFinanceBilling Specialist for Global Professional Services firm<p><span style="font-size:14px;"><p><span style="color:#000000;"><strong>Billing Coordinator</strong></span></p><p><span style="color:#000000;"><strong>Job Description:</strong></span></p></span><span style="font-size:14px;"><p><span style="color:#000000;">As a Billing Coordinator, you will be responsible for maintaining and managing the client and matter master billing file for assigned practice offices at the firm. You will ensure that all data is correct and that all master billing files are processed accurately and timely. You will interface with attorneys, legal secretaries, and accounting personnel to ensure that client agreements are followed in accordance with billing policies and procedures. You will manage the workflow of client matter rate changes and new matter set-ups, while accomplishing these and other critical functions:</span></p><p><span style="color:#000000;">Managing the workflow of client rate change and set-ups in their assigned region. Opening new client matters and validating Conflicts data for accuracy and completeness. Following up for missing or incomplete data.</span></p><p><span style="color:#000000;font-size:1em;">Evaluating and inputting the appropriate billing and exception rates in to the Elite billing system.</span></p><p><span style="color:#000000;">Coordinating with attorneys, legal secretaries, and accounting personnel regarding the receipt of required data, supporting documentation, and approvals in accordance with billing policies and procedures.</span></p><p><span style="color:#000000;">Maintaining and managing client and matter accounts, billing files, and record archives.</span></p><p><span style="color:#000000;">Maintaining the timely workflow of the Master File process. Following up with the practice offices to ensure all matter maintenance are accurately and timely processed.</span></p><p><span style="color:#000000;">Providing Master File support and guidance to practice offices.</span></p><p><span style="color:#000000;">Verifying and opening all client matter master set ups including billing rates and exception rate hierarchies. Providing guidance to Master File Maintenance Specialists regarding all client matter master set-ups.</span></p><p><span style="color:#000000;">Confirming client arrangements for special rate needs.</span></p><p><span style="color:#000000;">Ensuring the file set up is done appropriately.</span></p><p><span style="color:#000000;">Providing day-to-day customer support via telephone and emails to all levels of employees at the practice office.</span></p><p><span style="color:#000000;">Completing projects on various issues when needed.</span></p><p><span style="color:#000000;">Promoting effective work practices, working as a team member, and showing respect for co-workers.</span></p><p><span style="color:#666666;"><strong><span style="color:#000000;">Qualifications:</span></strong><br /></span></p></span><span style="font-size:14px;"><ul><li><span style="color:#000000;">A Bachelor's degree, preferably in Accounting or a related field</span></li><li><span style="color:#000000;">A minimum of four (4) years of experience in general accounting practices</span></li><li><span style="color:#000000;">A minimum of three (3) years of experience in area involving billing processes and practices</span></li><li><span style="color:#000000;">Prior experience with Elite Billing system</span></li></ul></span><span style="font-size:14px;"><p><span style="color:#000000;">As Billing Coordinator, you will be expected to apply your organizational and communication skills while displaying a positive, high-energy attitude. The successful Billing Coordinator must have knowledge of basic accounting principles, and the ability to comprehend and accurately perform mathematical functions. The ideal candidate will have well-developed and professional interpersonal skills, ability to work in a team environment with a customer service focus, and analytical skills needed to correctly comprehend and communicate data. The Coordinator must have knowledge and proficiency in PC Applications. The successful candidate will have the ability to handle confidential and sensitive information with the appropriate discretion.</span><span style="color:#666666;"><br /></span></p></span><span style="font-size:14px;"><p><span style="color:#000000;">As the global outbreak of COVID-19 continues to unfold, firm has taken precautions to help protect our people, clients, and the communities where we live and work. This includes a temporary shift to remote working for the majority of our lawyers and staff. The Billing Coordinator will likely start remotely while the firm continues to evaluate the situation.</span></p></span></p>Fri, 15 Mar 2024 23:01:45 ZLos Angeles, CA922https://jobs.crelate.com/portal/verticalcareers/job/p8t3ehee57cmz9146854ogc6wehttps://jobs.crelate.com/portal/verticalcareers/job/p8t3ehee57cmz9146854ogc6weFeaturedProfessional ServicesFinanceFinancial AnalystFinancial Analyst for Global Professional Service Firm<p><span style="color:#000000;"><strong>Financial Analyst&nbsp;</strong><strong>Job Description</strong></span><br><br><span style="color:#666666;">Our client is a very reputable publicly traded Global Professional Service Firm headquartered&nbsp;in Downtown LA. They are seeking an up and coming dynamic Financial Analyst to join their Corporate Finance Team. The Financial Analyst will receive a generous total compensation package. Bonuses are awarded in recognition of individual and firm performance. Eligible employees can participate in company&rsquo;s comprehensive benefit program including healthcare, life and disability insurance, flexible spending accounts, a 401k plan, and more! In addition, employees receive 10 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure.</span><br></p><p><span style="color:#666666;"><strong>Scope of Responsibilities:</strong></span></p><p><span style="color:#666666;">As a Financial Analyst, you will contribute your expertise to providing financial and analytical support for the firm. Your responsibilities as a Financial Analyst will include monitoring and responding to requests sent to the firm's internal Financial Information Center (FIC) and responding to other ad-hoc requests from attorneys and management while accomplishing these and other critical functions:</span></p><ul><li><span style="color:#666666;">Preparing recurring and ad-hoc financial analysis and reports related to client statistics and firm financial metrics.</span></li><li><span style="color:#666666;">Applying financial and analytical skills to create analysis and respond to various requests.</span></li><li><span style="color:#666666;">Utilizing Data-Mining and Database mechanisms to obtain data and then organizing the information to facilitate effective analysis and create analytical reports.</span></li><li><span style="color:#666666;">Utilizing Database mechanisms, Microsoft Access, Visual Basic &amp; SQL to develop and improve reporting processes.</span></li><li><span style="color:#666666;">Maintaining detailed records documenting procedures and assumptions, methodologies and sources of information employed during the performance of all analytical tasks.</span></li><li><span style="color:#666666;">Working to ensure quality professional product, as well as delivery of all work within established time frames.</span></li><li><span style="color:#666666;">Making recommendations and working with management to develop procedures, processes, and workflow to ensure maximum efficiency in the FIC department.</span></li><li><span style="color:#666666;">Developing standard tools for reporting and analyzing data.</span></li><li><span style="color:#666666;">Completing special projects on various issues as needed.</span></li><li><span style="color:#666666;">Supporting FIC team members in completing tasks as required.</span></li><li><span style="color:#666666;">Promoting effective work practices, works as a team member, and shows respect for co-workers.</span></li></ul><p><span style="color:#666666;"><strong>Requirements &amp; Qualifications:</strong></span></p><ul><li><span style="color:#666666;">A Bachelor's degree in Finance, Accounting, Business Administration, Economics, or related field</span></li><li><span style="color:#666666;">2+ years of financial analysis experience in a legal or professional services environment is desired.</span></li><li><span style="color:#666666;">Experience creating and maintaining financial models highly preferred. </span></li><li><span style="color:#666666;">Apply your organizational and communication skills while displaying a positive, high-energy attitude. </span></li><li><span style="color:#666666;">Must have the ability to work in a team environment with a customer-service focus</span></li><li><span style="color:#666666;">The ability to work independently to research, analyze, and develop financial information, and the ability to maintain flexibility with respect to assigned tasks due to changing deadlines, changing deliverables and changing task priorities. </span></li></ul>Fri, 15 Mar 2024 23:01:37 ZDowntown LA, CA341https://jobs.crelate.com/portal/verticalcareers/job/7n73iqaew75mb5jguzn4ybdkxchttps://jobs.crelate.com/portal/verticalcareers/job/7n73iqaew75mb5jguzn4ybdkxcFeaturedBilling Specialist<p><span style="color:#333333;">Large Law Firm seeks a driven and dynamic individual to join the Central Billing team as an eBilling Assistant in the Washington DC office. The eBilling Assistant should strive to provide their assigned clients with the highest-quality customer service by becoming a subject-matter expert in all eBilling matters. The eBilling Assistant will serve as the liaison between their assigned clients and the Billing Department, so the candidate must be very flexible and highly committed to quality in order to establish and maintain an excellent working relationship with client administrative contacts and attorneys. The eBilling Assistant can expect to handle a high volume of work and will work collaboratively with other eBilling team members in order to complete tasks accurately and timely. The candidate will be responsible for obtaining a full understanding of their eBilling matters and should be able to identify and resolve eBilling discrepancies.<br>Some additional responsibilities include but are not limited to the following:<br>&bull; Facilitate the submission of attorney and paralegal rates to assigned clients for approval<br>&bull; Liaise with client contacts to set up new matters, submit accrual estimates, and send budget amounts provided by GDC attorneys<br>&bull; Assist Billing Specialists with electronic invoice submissions or LEDES file manipulations<br>&bull; Troubleshoot complex invoice rejections<br>&bull; Research adjustment details for reduced invoices<br>&bull; Compile weekly rejected invoices report to be distributed to management<br>&bull; Monitor the eBilling Inbox and promptly respond to email requests<br>&bull; Maintain internal records to ensure invoices comply with firm policies and client guidelines<br>&bull; Identify strategies for improving and streamlining internal processes<br>&bull; Conduct ad hoc eBilling projects as requested by the eBilling Coordinator</span></p><p><span style="color:#333333;"><br><br>Qualifications:</span></p><p><span style="color:#333333;">The ideal candidate will be willing to take initiative to complete tasks accurately and in a timely manner. Candidate should be a forward thinker and should be ready and willing to contribute their ideas towards the improvement of department processes. Must have outstanding written communication skills and a professional phone manner. Candidate should be comfortable interacting with all levels of the organization including with the Executive Director, Finance Director and many high-level attorneys. Must have excellent attention to detail and the ability to work well under pressure in order to achieve individual and team goals. Candidate must have the ability to balance multiple tasks with strict deadlines and should be able to delegate work in an efficient manner in order to meet these deadlines. An ownership mentality is absolutely essential for success in this position.</span></p><p><span style="color:#333333;"><br><br>Experience:</span></p><p><span style="color:#333333;">Strong technology skills, including knowledge of Microsoft Office Suite (with an emphasis on Excel), are a must. A college degree in Business, Accounting, Finance, or related field is strongly preferred, but not required. eBillingHub and eBilling vendor site experience preferred, but not required.</span></p>Fri, 15 Mar 2024 23:01:27 ZLos Angeles, CA567https://jobs.crelate.com/portal/verticalcareers/job/43j49gtts18mnntgw8ia4by9jhhttps://jobs.crelate.com/portal/verticalcareers/job/43j49gtts18mnntgw8ia4by9jhFeaturedAsset ManagementInvestment AccountingSr. AccountantFund AccountingAccountingFinancial ServicesSr. Investment AccountantSenior Investment Accountant for growing PE/Asset Management firm<p><strong>Senior Investment Accountant</strong></p><p>A prestigious private equity fund management organization looking for a qualified&nbsp;<strong>Sr. Investment Accountant</strong>&nbsp;to join their dynamic team. This position will act, oversee and ensure the accuracy and timely completion of the company&rsquo;s finance and accounting deliverables.</p><p style="color:rgba(0, 0, 0, 0.9);"><strong>Scope of Responsibilities:&nbsp;</strong></p><ul><li>Shadow, review, and/or prepare fund financials, property financials, and operating financials</li><li>Calculate management fees and carried interest</li><li>Prepare capital calls and distribution notices</li><li>Monitor and project cash needs</li><li>Oversee the audits of various entities and investments</li><li>Liaise with tax accountants and coordinate tax filings</li><li>Research tax and accounting developments</li><li>Track and review portfolio investments</li><li>Track and review debt covenants with lenders</li><li>Create and maintain accounting policies and procedures</li><li>Support the asset valuation process</li><li>Troubleshoot finance and accounting issues</li><li>Undertake ad hoc requests</li></ul><p style="color:rgba(0, 0, 0, 0.9);"><strong>Qualifications:</strong></p><ul><li>Bachelor degree in Accounting or Finance from a four-year college or university</li><li>CPA a plus; strong understanding of U.S. GAAP, particularly fund and partnership accounting</li><li>3+ years of experience at a private equity, hedge fund, fund administrator, or auditing firm (preferably auditing alternative investment funds or financial services firm), OR</li><li>4+ years of experience at a Big 4 or a 2nd tier regional CPA firm handling full cycle accounting and supporting documents AND Will need to take an accounting and finance exam</li><li>Must be proficient in the following:</li><li>Microsoft Office applications (i.e. Excel, Word, Powerpoint)</li><li>Good communication skills, both oral and written</li><li>Strong problem solving skills</li><li>Excellent attention to detail and organizational skills</li><li>Multitasking and prioritizing work to meet deadlines<br /></li></ul><p>&nbsp;</p><p>&nbsp;</p>Fri, 15 Mar 2024 23:01:19 ZLos Angeles, CA1290https://jobs.crelate.com/portal/verticalcareers/job/8ukaun61jfqeazotcnpeonrychhttps://jobs.crelate.com/portal/verticalcareers/job/8ukaun61jfqeazotcnpeonrychFeaturedInvestment AccountingGeneral Ledger AccountantBig 4 CPAReal Estate | REITBig 10 CPAPublic AccountingSenior Accountant, Investment for a global large publicly traded Financial Services Firm<p><strong><span style="text-decoration:underline;">Senior Accountant, Investments</span></strong></p><p><strong>Overview</strong></p><p>A leading global REIT is seeking a Senior Investment Accountant to serve as a key member of the&nbsp;accounting team to run the group&amp;#39;s day-to-day activities.&nbsp;</p><p>This hands-on role requires detailed involvement in US GAAP accounting and the financial closing&nbsp;process. In addition, the Senior Investment Accountant will provide the general day-to-day general ledger&nbsp;maintenance to the corporate expense accounting, including parent level investment fundings and&nbsp;distributions, intercompany transactions, corporate consolidation and eliminations, financial analysis, and&nbsp;reporting.&nbsp;</p><p>This individual will play an essential part in implementing ongoing procedural changes and automation&nbsp;initiatives in a fast-paced environment characterized by strict adherence to tight deadlines and dedication&nbsp;to quality control in all aspects of the process.</p><p><strong>Responsibilities</strong></p><ul><li>Prepare month-end closing journal entries, data uploads, trial balances, and financials in support of the Corporate-level books and consolidation.</li><li>Prepare operations flow of funds and monitor wires for parent fundings and distributions.</li><li>Timely review and approval of invoice payments</li><li>Prepare elimination entries, consolidation, and non-controlling interest checks</li><li>Review and maintain corporate expense accruals, accounts payable, travel and entertainment accounting and allocations, prepayment amortization, cash, medical benefits, and payroll allocations, and other key account reconciliations.</li><li>Provide supervision, training, and quality assurance in the deliverables outsourced to third-party service provider</li><li>Provide ad-hoc reporting, financial and accounting support for new acquisitions, restructuring, and divestitures</li><li>Manage and maintain the close calendar</li><li>Responsible for the coordination with internal and external auditors</li></ul><p><strong>Qualifications</strong></p><ul><li>3-5 years of progressive US GAAP accounting experience</li><li>CPA preferred with knowledge and experience in US GAAP</li><li>Experience with the day-to-day general ledger maintenance</li><li>Consolidation experience a plus</li><li>Yardi experience preferred</li><li>Intermediate/Advance in MS Excel, Pivot tables, etc.</li><li>Knowledge of Power Pivot function is a plus</li><li>Positive attitude with the ability to multi-task and work effectively under pressure</li><li>Strong analytical, operational, organizational, and interpersonal aptitude</li><li>Excellent oral and written communication skills</li><li>Must be willing to work in a fast-paced environment and possess a strong work ethic with the ability to work extended hours during quarter-end/year-end and to meet project deadlines</li></ul>Fri, 15 Mar 2024 23:01:11 ZLos Angeles, CA1392https://jobs.crelate.com/portal/verticalcareers/job/pqpwegk8565sszj9uxy8hmbkshhttps://jobs.crelate.com/portal/verticalcareers/job/pqpwegk8565sszj9uxy8hmbkshFeaturedCost Accountant | AnalystSenior AccountantManufacturingAerospace & DefenseSouth BayCost/ Staff Accountant for a stable privately held manufacturing company<p><span style="color:black;font-size:1em;text-decoration:underline;"><strong>Cost Accountant/Staff Accountant&nbsp;</strong></span><span style="font-size:1em;text-decoration:underline;"><strong>&nbsp;[flexible on title DOE]</strong></span></p><p><strong>Our client is a stable and privately held Manufacturing company.</strong>&nbsp; They are located in Compton near Lynwood/Gardena in a "state of the art" corporate office next to manufacturing facility. Safety is at the highest priority and a non issue for their employees.&nbsp;</p><p><em>Excellent opportunity to work and learn from CFO who's knowledgeable&nbsp;and supper supportive. Willing to train, coach and mentor.&nbsp;</em><strong></strong></p><p><strong>Responsibilities:</strong><br /></p><ul><li><span style="color:black;font-size:1em;">Must have at least two years of Manufacturing industry and cost accounting experience.</span></li><li><span style="color:black;font-size:1em;">Develop and maintain the inventory accounting system, documents, and records of the organization.</span></li><li><span style="color:black;font-size:1em;">Conduct Costing Utilities month-end process on Infor Visual Manufacturing software and reconcile with the Inventory Balance Report.</span></li><li><span style="color:black;font-size:1em;">Conduct Burden analysis on a monthly basis to track the in and out of the RM, Labor, in to WIP and Finished Goods inventories.</span></li><li><span style="color:black;font-size:1em;">Conduct physical inventories, monitor the cycle count program, and verify all inventory adjustments.</span></li><li><span style="color:black;font-size:1em;">Knowledge of landed cost calculation and BOM set-up.</span></li><li><span style="color:black;font-size:1em;">Manage the preparation of cost/inventory related JEs for month-end, QTR and YE close.</span></li><li><span style="color:black;font-size:1em;">Manage AP, AR and PR staff and help on month-end close of the books of accounts including Bank reconciliations and preparation of the closing journal entries to generate financial statements.</span></li><li><span style="color:black;font-size:1em;">Completion of monthly balance sheet reconciliations related to inventory.</span></li><li><span style="color:black;font-size:1em;">Establish cost of business processes such as administration, labor and shipping.</span></li><li><span style="color:black;font-size:1em;">Perform variance analysis, including Purchase Price to Cost variance, Invoice to PO price variances and work order variances.</span></li><li><span style="color:black;font-size:1em;">Create and maintain SOP for cost accounting and reporting.</span></li><li><span style="color:black;font-size:1em;">Evaluate process deficiencies, formulate corrective action plans, and develop process improvements and/or procedural controls while leveraging systems and relationships with others within the organization.</span></li><li><span style="color:black;font-size:1em;">Assist with special projects and research projects as assigned by management team.</span></li></ul><p><strong>Qualifications:</strong></p><ul><li><span style="color:black;font-size:1em;">BS degree in Accounting, Finance or other relevant major.</span></li><li><span style="color:black;font-size:1em;">Minimum of 2+ years of inventory analysis, reconciliation, valuation, and adjustment.</span></li><li><span style="color:black;font-size:1em;">A working knowledge of inventory cost flows and the related impact on financial statements highly desired.</span></li><li><span style="color:black;font-size:1em;">Strong knowledge of US GAAP, accounting principles, and tax regulations. Intermediate to advanced Excel skills including ability to build and maintain excel models.</span></li><li><span style="color:black;font-size:1em;">Experience working with high volume daily inventory transactions.</span></li><li><span style="color:black;font-size:1em;">Direct, hands-on ERP systems experience preferably on Infor Visual software.</span></li><li><span style="color:black;font-size:1em;">Experience in a fast paced, high growth environment a strong plus.</span></li><li><span style="color:black;font-size:1em;">Must exhibit high integrity and good communication skills to work across all levels of the organization, including the senior leadership team.</span></li></ul><p><span style="color:black;font-size:1em;"></span></p>Fri, 15 Mar 2024 23:01:03 ZLynwood, CA1347https://jobs.crelate.com/portal/verticalcareers/job/56r4ecqarhxun5qtsueq1iq4mchttps://jobs.crelate.com/portal/verticalcareers/job/56r4ecqarhxun5qtsueq1iq4mcFeaturedAccountingBig 4 CPAPrivate Equity | Venture CapitalM&A | Mergers & AcquisitionsCPAControllerGAAP | GAASRegional Controller [Hybrid Sch'l] for large growing Private Equity | PE backed Company <span style="color:#000000;"><p style="color:#555555;font-size:15px;"><strong>REGIONAL CONTROLLER</strong></p><p style="color:#555555;font-size:15px;"><strong></strong>Our client is a large growing Private Equity backed Company with locations throughout the United States. They are in growth mode and seeking a dynamic and proven Regional Controller.</p></span><span><p><strong>SUMMARY</strong></p><p><span style="color:#000000;">The Regional Controller position is a key management role and will manage all financial activities of the Mountain Division while reporting directly to the SVP, Corporate Controller. </span></p><p><span style="color:#000000;">The role will have primary responsibility for managing and controlling the accounting and cash-related activities of the company. This will include leadership of the monthly close process, creating and implementing policies and procedures to identify, resolve and document accounting issues, and creating procedures to make the close and reporting processes more efficient and accurate. The ideal candidate will want to roll up their sleeves and dive into day-to-day issues, as well as participate as a value-added partner to business operations and analytics teams. </span></p><p><span style="color:#000000;"><strong>RESPONSIBILITIES</strong></span></p><ul><li><p>Ensure the timely and accurate completion of month-end, quarter-end, and year-end financial close process and financial reporting processes.</p></li><li><p>Ensure all financial transactions are completed accurately, occur in accordance with management's authorization, and are timely and accurately recorded in the company's accounting systems.</p></li><li><p>Ensure adherence to the company's accounting policies, and that the policies and financial statements are compliant with GAAP and any other regulatory requirements.</p></li><li><p>Partner with FP&amp;A for the monthly review of financial results</p></li><li><p>Assist in the annual business planning and budgeting process</p></li><li><p>Active involvement in ERP system comparison and implementation</p></li><li><p>Adjust and maintain a detailed accounting system as required</p></li><li><p>Analyze financial data including costing, pricing, and efficiency</p></li><li><p>Compile documentation and analysis relative to production/service costs</p></li><li><p>Assist with M&amp;A activity</p></li><li><p>Oversee weekly cash management and approve weekly payables.</p></li><li><p>Manage regional accounting group</p></li></ul><p><span style="color:#000000;"><strong>QUALIFICATIONS/EDUCATION</strong></span></p><ul><li>Bachelor&rsquo;s Degree in Accounting from an accredited college or university</li><li>10+ years accounting experience; public accounting + industry experience desired</li></ul><ul><li><p>CPA and/or master&rsquo;s degree in Accounting, Finance is preferred</p></li><li><p>Excellent computer skills including a high level of proficiency with ERP and MS Office products</p></li><li><p>Excellent listening, interpersonal, written, and verbal communication, and presentation skills</p></li><li><p>Highest level of accuracy and attention to detail</p></li><li><p>Ability to multitask and manage time efficiently in a fast-changing and evolving service line</p></li><li><p>Highly self-motivated and directed with the ability to effectively prioritize and execute tasks</p></li></ul><p><span style="color:#000000;"><strong>&nbsp;</strong></span></p><p><span style="color:#000000;">&nbsp;</span></p></span>Fri, 15 Mar 2024 23:00:52 ZPhoenix, AZ1341https://jobs.crelate.com/portal/verticalcareers/job/ngo1zpdmpexqn7t3hoghpq4mrehttps://jobs.crelate.com/portal/verticalcareers/job/ngo1zpdmpexqn7t3hoghpq4mreFeaturedBrand ManagementBilingualManufacturingVendor ManagementProduct DevelopmenteCommerceChinese | MandarinProject ManagerRetailConsumer Products | CPGSr./Brand & Product Manager for a for a growing CPG/Consumer Product Goods wholesale/distributor/eCommerce company<p><span style="color:#2f3639;text-decoration:underline;"><strong></strong></span><span style="text-decoration:underline;"><strong>Brand &amp; Product Manager</strong></span></p><p><span style="color:#2f3639;"><strong>Job Description:</strong></span><span style="color:#2f3639;"><br /></span></p><p><span style="color:#2f3639;">The Senior Brand/Product Manager will be required to manage multiple projects from concept start to production while collaborating with Designers, Engineers, Marketing teams, Planners, and others throughout the product development life cycle. The team is to be a cohesive team of talented and knowledgeable individuals seeking a team member with equally strong project management and technical skills. Here is an opportunity to work with some of finest and most passionate individuals within the toy industry!</span></p><p><span style="color:#2f3639;"><strong>Specific Duties and Responsibilities:</strong></span><span style="color:#2f3639;"><br /></span></p><ul><li><span style="color:#2f3639;">Strong analytical, decision making, multi-tasking, and communication skills</span></li><li><span style="color:#2f3639;">Ability to work independently (self-motivated) and complete projects within required timeframes and on a daily basis problem solving and issue resolution</span></li><li><span style="color:#2f3639;">Highly capable of writing/evaluating product, packaging, and communications briefs</span></li><li><span style="color:#2f3639;">Able to make tough, informed decisions quickly to keep projects on track</span></li><li><span style="color:#2f3639;">Manage multiple projects and brands while maintaining costs and scheduling targets</span></li><li><span style="color:#2f3639;">Work closely with overseas development, tooling, and manufacturing partners to ensure successful project completion</span></li><li><span style="color:#2f3639;">Review concept sketches and provide technical and costing support for products in the preliminary design phase</span></li><li><span style="color:#2f3639;">Work with external development sources to engineer the toy</span></li><li><span style="color:#2f3639;">Manage and move each item through all steps of our process, from initial spec to launch stage project schedules, product costs and testing in addition managing the products Lifecycle in Base Camp, MMB and other project tracking tools</span></li><li><span style="color:#2f3639;">Coordinating with contracted Manufacturers in Asia, Sales &amp; Marketing teams and Operations team to ensure on-time delivery of products</span></li><li><span style="color:#2f3639;">Assesses market conditions and competitive landscape to determine needs for new products and features</span></li><li><span style="color:#2f3639;">Serve and internal and external product ambassador to update all key departments on new developments and coordinate with those departments to execute</span></li><li><span style="color:#2f3639;">Communicate with all departments in product development cycle</span></li><li><span style="color:#2f3639;">Responsible for coordinating the design development of a product from concept through completion</span></li><li><span style="color:#2f3639;">Responsible for all samples shipment/tracking from concept to final production</span></li><li><span style="color:#2f3639;">Outgoing personality</span></li><li><span style="color:#2f3639;">Intermediate to expert level skills in Microsoft Access, Excel, Word, PowerPoint and Outlook</span></li><li><span style="color:#2f3639;">Understand what is going on in toy/gaming Category &ndash; information / insights / competitors</span></li><li><span style="color:#2f3639;">Able to lead and inspire cross functional teams to deliver strong results</span></li></ul><p><span style="color:#2f3639;"><strong>Preferred Skills &amp; Experience:</strong></span><span style="color:#2f3639;"><br /></span></p><ul><li><span style="color:#2f3639;">5-10 years' consumer product brand management / product &amp; project development experience in a new product-oriented industry, strong knowledge of working within toy (plush discipline preferred), entertainment, or other pop culture industry</span></li><li><span style="color:#2f3639;">Demonstrated ability to manage multiple projects / brands and prioritize work without missing critical deadlines and possess excellent problem-solving skills</span></li><li><span style="color:#2f3639;">Ability to both adapt to and manage changing priorities independently in a fast paced environment</span></li><li><span style="color:#2f3639;">Strong interpersonal skills and ability to work effectively within a team environment</span></li><li><span style="color:#2f3639;">Hands-on problem solver</span></li><li><span style="color:#2f3639;">Ability to manage multiple projects simultaneously with superior attention to detail</span></li><li><span style="color:#2f3639;">Experience working with Chinese based manufacturers; knowledgeable in manufacturing process such as plush and plastics</span></li><li><span style="color:#2f3639;">The position may require travel of 1-2 times per year to Asia</span></li><li><span style="color:#2f3639;">Excellent communications skills with strong written, verbal and presentation skills&nbsp;</span>&middot; Analytical</li><li><span style="color:#2f3639;">Intermediate to advanced knowledge of MS Office</span></li><li><span style="color:#2f3639;">Proven ability to do whatever it takes to get the job done while taking initiative and pushing projects forward under tight deadlines</span></li><li><span style="color:#2f3639;">Bachelor&rsquo;s degree in Business, Marketing or related Discipline or equivalent experience</span></li><li><span style="color:#2f3639;">Ability to effectively represent brand internally and externally</span></li><li><span style="color:#2f3639;">Motivated by challenges and possesses a robust sense of curiosity</span></li><li><span style="color:#2f3639;">Passionate about driving brand growth by better meeting consumer needs</span></li></ul>Fri, 15 Mar 2024 23:00:45 ZOntario, CA1396https://jobs.crelate.com/portal/verticalcareers/job/n83d5g53p8hktqqps1ubzy61aehttps://jobs.crelate.com/portal/verticalcareers/job/n83d5g53p8hktqqps1ubzy61aeFeaturedRetailAnalystBrand ManagementMarketingeCommerceProduct DevelopmentMarketing ManagerCPG Marketing Manager for a growing CPG/Consumer Product Goods wholesale/distributor/eCommerce company<p><strong><span style="text-decoration:underline;">Marketing Manager</span></strong></p><p><strong>Job Description:</strong></p><p>The Marketing Manager is responsible for managing the company's marketing initiatives. Uses market research and&nbsp;analysis to direct marketing strategy and planning. Oversees the production of all promotional materials and marketing&nbsp;campaigns/trade events for retail and eCom initiatives. Reports marketing and sales results to senior executives. We are a&nbsp;cohesive team of talented and knowledgeable individuals seeking a new team member with equally strong marketing&nbsp;management and technical skills. Here&rsquo;s an opportunity to work with some of finest and most passionate individuals within&nbsp;the toy industry!</p><p><strong>Specific Duties and Responsibilities:</strong></p><ul><li>Establish B2B marketing goals with the sales team.</li><li>Create and execute B2B product email campaigns.</li><li>Analyze and track POS performance at an item level to drive decision making, while keeping informed of competitive activity in the category.</li><li>Partner with Licensors, communicating the brands performance in the lifestyle category and working together to develop holistic brand plans that leverage the entertainment property.</li><li>Licensor Royalty Reporting.</li><li>Research and analysis market trends, consumer demographics, competitor products, and other relevant in- formation to form marketing strategies for each IP.</li><li>Develop detailed marketing plans/campaigns for all media channels and retail partners.</li><li>Approves and oversees the creative development of promotional materials, website content, advertisements, and other marketing-related projects across the entire company.</li><li>Communicates with various media buyers, advertising agencies, printers, and other services to help marketing projects come to fruition.</li><li>Represent the company's marketing department in important buyer meetings.</li><li>Works within the department budget to develop cost-effective marketing plans for each product or service.</li><li>Tracks all marketing and sales data and creates detailed written reports and verbal presentations to bring to senior executives.</li><li>Adjusts marketing campaigns and strategies as needed in response to collected data and other feedback.</li><li>Tradeshow planning and execution.</li><li>Ability to work independently (self-motivated).</li><li>Complete projects within required timeframes.</li><li>Constant problem solving.</li><li>Communicate and tie together all departments for product launches.</li><li>&nbsp;Advanced skills in Microsoft Access, Excel, Word, PowerPoint and Outlook.</li><li>Interviews, hires, and trains marketing staff members.</li></ul><p><strong>Preferred Skills and Experience:</strong></p><ul><li>Bachelor&rsquo;s Degree in Marketing, Business or a Related Field.</li><li>5+ years, consumer product / brand management experience in a new product-oriented industry</li><li>Knowledge of working within Toy Industry (plush discipline preferred), Entertainment, or other Pop Culture Industry</li><li>Knowledge of Marketing Strategies, Media Channels, Client Relationships, Creativity, Adaptability, Re-search, Analysis, Writing, Public Speaking, Interpersonal Communications, Leadership, People Management, Detail- Oriented, Budgeting, Organization, Multi-Tasking.</li><li>Ability to adapt to and manage changing priorities independently in a fast-paced environment</li><li>Ability to manage multiple projects simultaneously with superior attention to detail</li><li>The position requires light travel of 6+ times per year</li><li>Proven ability to do whatever it takes to get the job done while taking initiative and pushing projects for-ward under tight deadlines</li><li>Ability to effectively represent brand internally and externally</li><li>Motivated by challenges and possesses a robust sense of curiosity</li><li>Passionate about driving brand growth by better meeting consumer needs</li></ul>Fri, 15 Mar 2024 23:00:39 ZOntario, CA1394https://jobs.crelate.com/portal/verticalcareers/job/pyxin44b4ucp451xfwwi1c3whehttps://jobs.crelate.com/portal/verticalcareers/job/pyxin44b4ucp451xfwwi1c3wheFeaturedAsset ManagementInvestment AccountingFund AccountingAVPAccountingAssistant Vice President for large reputable Financial Services Firm in DTLA<p style="font-size:15px;"><span style="color:#000000;"><strong>AVP, Closed-end Fund Accounting</strong></span></p><p style="font-size:15px;"><span style="color:#000000;">Our client is a large reputable Financial Services firm with over $100B AUM located in&nbsp; Downtown Ls Angeles [DTLA] They foster a healthy work-life balance with great internal progression and excellent benefits. They are seeking an Experience and Dynamic </span><strong><span style="color:#000000;">Assistant Vice President </span></strong><span style="color:#000000;">who will be joining their team.</span></p><p style="font-size:15px;"><span style="color:#000000;"><strong>Summary:</strong></span></p><p style="font-size:15px;"><span style="color:#000000;">The Assistant Vice President will be responsible for coordination with the LA treasury, accounts payable teams, as well as the external fund administrator, to manage ongoing cash, and accounts payable needs. </span></p><p style="font-size:15px;"><span style="color:#000000;"><strong>Responsibilities:</strong></span></p><ul><li><span style="color:#000000;">Accounting for and reconciliation of cash, investments and other balance sheet accounts for all infrastructure funds;</span></li><li><span style="color:#000000;">Determining and reviewing distributions and draw-downs;</span></li><li><span style="color:#000000;">Review of monthly, quarterly, and annual financial reports to clients;</span></li><li><span style="color:#000000;">Analyzing and calculating of performance metrics for </span><span style="text-decoration:inherit;color:#000000;">partnerships/accounts</span><span style="color:#000000;"> as well as for each investment;</span></li><li><span style="color:#000000;">Coordinating with funds&rsquo; independent auditors to complete annual audit work (approximately 10 entities) in an expeditious manner, answering inquiries and providing documentation as necessary.</span></li><li><span style="color:#000000;">Responding to investor inquiries by providing detailed and informative answers for client relations in a timely manner.</span></li><li><span style="color:#000000;">Performance analysis and reporting to Fund investors and fund marketing purposes.</span></li><li><span style="color:#000000;">Implementation and compliance of appropriate policies, procedures and controls.</span></li><li><span style="color:#000000;">Performing other tasks as required.</span></li></ul><p style="font-size:15px;"><span style="color:#000000;"><strong>Qualifications:</strong></span></p><ul><li><span style="color:#000000;">Bachelor&rsquo;s Degree required.</span></li><li><span style="color:#000000;">Minimum 10-12 years accounting experience within the financial services industry, preferably in the investment management industry;</span></li><li><span style="color:#000000;">Strong knowledge of reconciliation and account analysis;</span></li><li><span style="color:#000000;">Excellent understanding of accounting and the ability to apply relevant investment company accounting rules;</span></li><li><span style="color:#000000;">Solid analytical skills and ability to understand and resolve complex problems; and</span></li><li><span style="color:#000000;">Proficiency in Microsoft Excel and Word.</span><span style="color:#000000;"></span><span style="color:#000000;"></span><span style="color:#000000;"></span></li></ul>Tue, 12 Mar 2024 17:36:54 ZLos Angeles, CA1249https://jobs.crelate.com/portal/verticalcareers/job/bbowdwx63p8agw48rperpkkzehhttps://jobs.crelate.com/portal/verticalcareers/job/bbowdwx63p8agw48rperpkkzehFeaturedPayrollAccounts PayableProfessional ServicesPayroll Coordinator for a large growing professional service form<p><strong><span style="text-decoration:underline;">Payroll Coordinator</span></strong></p><p><strong>Position Summary:</strong><br /></p><p>Responsible for processing bi-weekly payroll, and performing complex and specialized accounting support. Ensures client relations and satisfaction are attained in all areas of position.</p><p><strong>Duties and Responsibilities:</strong></p><p><strong></strong><em>Payroll duties:</em></p><ul><li>Process bi-weekly payroll using UKG;</li><li>Respond and resolve external/internal inquiries regarding payroll matters;</li><li>Maintain detailed records of time and attendance using UKG;</li><li>Reconcile and maintain payroll accordingly;</li><li>Post and process benefits deductions as needed, 401(k) contributions and reporting;</li><li>Process and maintain accurate records of benefits accruals such as vacation/sick time;</li><li>Provide frequent reports to management;</li><li>General ledger recording of payroll.</li><li>Assist with payroll/Benefits audits;</li><li>Other duties as assigned</li></ul><p><em>Accounts Payable duties:</em></p><ul><li>Ensure timely review and process of invoices and check requests;</li><li>Maintain an accurate and organized filing system in compliance with company policies and guidelines;</li><li>Process Voucher invoices;</li><li>Calculate and process monthly originating bonuses;</li><li>Process expense reports through UKG;</li><li>Process weekly check runs;</li><li>Issue W-9s to vendors;</li><li>Prepare and issue checks;</li><li>Work on special projects and assist the Director of Accounting and Finance as well as the CFO.</li></ul><p><strong></strong><em>Client Relations</em>:</p><ul><li>Consistently promote and model courteous service promptly and efficiently, maintaining positive relationships with internal and external clients through professional and honest interaction.</li><li>Respond to information requests quickly and professionally with recognition that the request serves a client or Firm need.</li><li>Safeguard and keep information, observations, or viewpoints regarding Firm and client business matters confidential.</li></ul><p><strong>Skills and Abilities:</strong></p><ul><li>Ability to proactively identify payroll issues and suggest solutions</li><li>Knowledge of how to manually calculate a payroll check</li><li>Intermediate knowledge of Federal, State, and Local tax requirements</li><li>Intermediate to Expert Excel skills in setting up complex formulas for analysis and reporting as well as experience with Paycom.</li><li>Excellent math and bookkeeping skills.</li><li>Exceptional communication and interpersonal skills</li><li>Must be capable of operating in a fast-paced environment and performing efficiently under multiple deadlines, requiring an ability to prioritize, a commitment to proactive communication, and exceptional follow-through skills.</li></ul><p><strong>Education and Work Experience:</strong></p><ul><li>A bachelor&rsquo;s degree in accounting or business, preferred.</li><li>Four (4) years of experience working with multi-state payroll in a middle market environment</li><li>Minimum (2) years of experience with UKG payroll</li></ul><p>&nbsp;</p><p>&nbsp;</p>Wed, 06 Mar 2024 00:58:18 ZWestwood, CA1411https://jobs.crelate.com/portal/verticalcareers/job/jmao9urj9ywjyr6j7wm79rxooyhttps://jobs.crelate.com/portal/verticalcareers/job/jmao9urj9ywjyr6j7wm79rxooyFeaturedConsumer Products | CPGManufacturingJr Graphic Designer (2) for a for a growing CPG/Consumer Product Goods wholesale/distributor/eCommerce company<p><strong>Jr Graphic Designer (2)</strong></p><p><strong>Job Description:</strong></p><p>Our client is seeking a Jr Graphic Designer with experience in packaging design, product&nbsp;development, brand creation and marketing communications. This individual will focus his / her creative energy in&nbsp;producing all aspects of art across our licensed programs including packaging development, item concepts/overlays and&nbsp;the creation of a broad range of marketing materials. This individual will also need outstanding organizational, project&nbsp;management, file-organization and archiving skills.</p><p>He / She should have a solid understanding of design, layout, color and typography. Attention to detail is a must, as well&nbsp;as the ability to work fluidly in a fast-paced environment and think holistically on brand-focused initiatives around our&nbsp;mission to transform our life style brands into globally recognized brands.</p><p><strong>Specific Duties and Responsibilities:</strong></p><ul><li>Collaborate closely with the Design Manager and Sr Designers on all projects.</li><li>Prepare press-ready files by laying out artwork for mass production.</li><li>Create character turnarounds for product creation based on licensor artwork.</li><li>Ability to creatively design a range of products and packaging through use of assets from our licensing partners.</li><li>Developing content and graphics for our e-commerce and marketing teams, including images, banners, icons, and infographics as needed</li><li>Working with members of development and sales teams - brainstorming and collaborating with key stakeholders to develop brand strategies and marketing materials and ensure consistency of these various brand strategies across the portfolio</li></ul><p><strong>Skills &amp; Experience:</strong></p><ul><li>Prior experience within design for Pop Culture products or general interest in Pop Culture a bonus</li><li>Bachelor&rsquo;s Degree in design or related field</li><li>1-year minimum experience in graphic design, consumer goods experience preferred</li><li>Proficient in a MAC Environment with Adobe Creative Suite (Photoshop, InDesign, Illustrator, Acrobat) as well as some knowledge of MS Office (Word, Excel, PowerPoint)</li><li>Willingness to learn new skills and industry methods</li><li>Strong packaging / design portfolio</li><li>Strong written and verbal presentation skills</li><li>Attention to detail, good organizational skills, and the ability to handle multiple projects simultaneously while meeting tight deadlines in a fast-paced environment</li><li>Must be a self-starter, flexible and imaginative with an elevated sense of design</li><li>Ideal qualities: creative, hardworking, collaborative, enthusiastic, passionate and have a sense of humor</li></ul>Wed, 06 Mar 2024 00:35:43 ZOntario, CA1399https://jobs.crelate.com/portal/verticalcareers/job/mzhbjstgteh51mqgfczpwdwehhhttps://jobs.crelate.com/portal/verticalcareers/job/mzhbjstgteh51mqgfczpwdwehhFeaturedAssistant Controller3PL|TransportationConsumer Products | CPGAccounting ManagereCommerceDistribution/WarehouseInland EmpireManufacturingSr. Acctg Mgr/Controller w/ great growth for a CPG/Consumer Product Goods wholesale/distributor/eCommerce<p style="color:#000000;"><strong><span style="text-decoration:underline;">Accounting Manager OR Controller&nbsp;</span></strong></p><p style="color:#000000;"><strong>JOB DUTIES:</strong></p><ul><li>Ensures proper and timely recording of financial transactions in the general ledger in accordance with GAAP, the client&rsquo;s policies and internal control standards. Communicates and supports analytical findings.</li><li>Pursue resolution of business issues impacting the financial statements in a proactive, independent manner.</li><li>Prepare and manage journal entries, including appropriate documentation.</li><li>Ensure that general ledger and sub-ledger are reconciled, and reconciling items are resolved.</li><li>Prepare and manage schedules, supporting documents, and variance analyses for management.</li><li>Prepare and manage account reconciliations for moderate to complex accounts.</li><li>Oversee entire month end close activities. Proactively participates in month-end balance sheet, income statement and changes in financial position. Communicates issues and resolutions to management and affected areas/departments. Coordinates solutions to problems of moderate complexity with other departments and business units.</li><li>Management of the Fixed Asset process and policy, including Capital Expenditure Authorization and spending tracking.</li><li>Review and assist with identifying and coding unallowable expenses.</li><li>Provide data and serve as a resource for external financial and tax audit examination processes, including assisting with the preparation of audited financial statements.</li><li>Assist in the documentation and monitoring of the Financial Management System Policies and Procedures and insure compliance.</li><li>Management of the Sales and Use Tax accounting and reporting process.</li><li>Assist in the implementation of general accounting process improvement objectives.</li><li>Conduct regular balance sheet account and bank statement reconciliations for assigned area to ensure that records are accurate and in agreement.</li><li>Research and resolve accounting discrepancies and irregularities in a timely manner; elevate more complex issues for resolution.</li><li>Performs special projects of moderate to complex scope.</li><li>Maintains desktop procedures and manuals.</li><li>Assist in monthly commission, co-op, and royalty calculations.</li><li>Review and post AP vouchers, payments, as well as print checks.</li><li>Review and post AR billings, cash receipts, etc.</li><li>Process 3-way P.O. matching invoices, up to and exceeding 50 line items</li><li>Participates in departmental projects and initiatives. Participates effectively in a team environment.</li><li>Prepare special financial analysis report to management</li><li>Participate in month end, quarter end, and year end financial review</li></ul><p>&nbsp;</p><p style="color:#000000;"><strong>EDUCATION AND EXPERIENCE:</strong></p><ol><li>Bachelors degree in Accounting or Finance.</li><li>Minimum 6 years of general accounting experience in corporate environment</li><li>Minimum 3 years relevant experience in distribution company</li><li>Working knowledge of Generally Accepted Accounting Principles</li><li>Experience working with Fixed Assets transaction accounting.</li><li>Effective working knowledge of Microsoft Office with intermediate to advanced Excel skills as well as ERP accounting software</li><li>Good analytical skills and ability to think logically a must</li></ol><p style="color:#000000;">&nbsp;</p>Wed, 06 Mar 2024 00:35:35 ZOntario, CA1389https://jobs.crelate.com/portal/verticalcareers/job/pcsw8ce64hxjbrgikod8dit83yhttps://jobs.crelate.com/portal/verticalcareers/job/pcsw8ce64hxjbrgikod8dit83yFeaturedPrivate EquityInvestment AccountingPublic AccountingAccountingAssistant Vice President Accounting (Legal Entity) for a large privately held financial services company <p style="color:#4a4a4a;"></p><strong><span style="text-decoration:underline;">Assistant Vice President Accounting (Legal Entity)</span></strong><p style="color:#4a4a4a;"></p><p style="color:#4a4a4a;"><strong>Summary</strong></p><p style="color:#4a4a4a;">The AVP will be part of a department responsible for maintaining and reviewing the books and records of the investment legal entities through which the company's funds hold various debt, equity, and other investments. The individual will work closely with offshore and onshore teams to provide reporting and analysis to tax, fund accounting, and other internal and external stakeholders.</p><p style="color:#4a4a4a;"><strong>Responsibilities will include</strong></p><ul><li>Ensuring investment legal entities are being accounted for pursuant to the governing legal and tax documents.</li><li>Reviewing and analyzing deal structure charts and translating that information into fund flows schedules and deal-structure setup in the accounting systems of record.</li><li>Working with the tax department to identify any tax holdback requirements before transferring proceeds upstream to the parent fund entities.</li><li>Working with the offshore team and fund accounting to ensure appropriate investment funding allocations are used for multi-fund deals and/or for funds which may have investment restrictions. </li><li>Reviewing calculation of allocations by partner class (including identification of entity expenses specific to electing blocker partners vs. other partner types).</li><li>Reviewing and approving wires for investment fundings, entity seedings, and upstreams.</li><li>Reviewing quarterly and annual books for the various investment legal entities including reconciliation of the trial balance, economic allocations and ownership splits for each entity in the deal structure.</li><li>Coordinating with funds&rsquo; internal tax group and as well as external tax preparers to prepare support for various tax filings and reporting.</li><li>Monitoring, reconciling, and reporting on any blocker notes or third-party debt that may be part of deal structures.</li><li>Providing oversight and training to our offshore and onshore Legal Entity Accounting team in preparing and maintaining the books and records of investment legal entities.</li><li>Reviewing of GP and Alternative Investment Fund profit and loss allocation, capital activity, and capital balance reconciliations and analyses for the funds.</li><li>Working on various process &amp; technology improvement projects related to the tasks above.</li><li>Performing other tasks as required.</li></ul><p style="color:#4a4a4a;"><strong>Qualifications</strong></p><ul><li>9+ years&rsquo; relevant experience in either public or private accounting or tax;</li><li>Strong knowledge of private credit or private equity fund <span style="text-decoration:inherit;">strategies/investments.</span></li><li>Superior written and verbal communication skills with the ability to work effectively both individually and as a team</li><li>Solid analytical skills and ability to understand and resolve complex problems.</li><li>Familiarity with tiered partnership structures and basic legal entity and LP-level tax considerations.</li></ul><p style="color:#4a4a4a;"><strong>Personal Attributes</strong></p><ul><li>Self-motivated with strong attention to detail and excellent work ethic;</li><li>Great organizational skills and is able to handle complicated work efficiently and <span style="text-decoration:inherit;">effectively; </span></li><li>Takes initiative to ask questions and detect problems;</li><li>Superior written and verbal communication skills with the ability to work effectively both individually and as a team; and</li><li>Ability to understand and resolve complex problems.</li></ul><p style="color:#4a4a4a;"><strong>Education</strong></p><ul><li>Bachelor&rsquo;s degree required.</li><li>Tiered partnership taxation experience and Geneva/GWI experience are a plus but not required. </li></ul>Wed, 06 Mar 2024 00:16:40 ZLos Angeles, CA1410https://jobs.crelate.com/portal/verticalcareers/job/hp5sgxup3r53o9nazcm9x5edaahttps://jobs.crelate.com/portal/verticalcareers/job/hp5sgxup3r53o9nazcm9x5edaaFeaturedProgram ManagementBusiness AnalystData Enterprise |Science |AnalyticsProject ManagerInvestment BankingAssistant Vice President [Business Analyst] for large reputable Financial Services firm in DTLA<p style="color:#494949;"><strong>Assistant Vice President [Business Analyst]</strong> </p><p style="color:#494949;">Our client is seeking an Assistance Vice President will serve as a business analyst within the Operations team in the Tax and Treasury department. The business analyst will be responsible for overseeing projects, initiatives and work streams designed to transform the Tax and Treasury function with an emphasis on identifying continuous improvement opportunities, process development, and management of cross functional projects. </p><p style="color:#4a4a4a;">Responsibilities</p><ul><li>Leading in project management, strategic planning, process documentation, and large data management;</li><li>Analyze process issues and bottlenecks to make improvements;</li><li>Develop new processes in collaboration with business and then document and deliver trainings for business before entering a BAU state;</li><li>Participate in and/or drive technology selection or implementations for the department;</li><li>Manage risk and issue resolution process through collaboration with business leads to ensure swift corrective action;</li><li>Effectively collaborate with internal and external departments, stakeholders, cross-functional teams, and vendors to define requirements, identify opportunities, and present solutions to business challenges;</li><li>Promote a continuous improvement approach to operations by researching industry best practices and making recommendations to improve;</li><li>Uplevel data management operations for efficiency and scalability;</li><li>Collaborate with stakeholders on roadmap planning and workforce optimization;</li><li>Work with managers and employees to implement changes;</li><li>Enhance workflow and cross-departmental engagements;</li><li>Manage and coordinate all activities leading to the successful completion of projects and initiatives including project scoping, design, project plan, budget, and metrics;</li><li>Serve as subject matter expert for the procedure, process, or technology within the scope of a project;</li><li>Coordinate input from and participation with various other departments within the company as needed to meet project or initiative objectives; and</li><li>Produce and manage operational deliverables and communications to stakeholders which will include executive-level reporting and presentations.</li></ul><p style="color:#4a4a4a;">&nbsp;</p><p style="color:#4a4a4a;">Qualifications</p><ul><li>8+ years of relevant experience working on finance operations, project management and process improvement</li><li>Strong knowledge of general finance, process documentation and cross functional operations</li><li>Solid analytical skills and ability to understand and resolve complex problems</li><li>Experience in working with large sets of data including data manipulation in logical data structures and reconciliations</li><li>Strong working knowledge of Microsoft Excel, PowerPoint, SharePoint and Visio</li><li>Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion</li><li>Experience with tax compliance, reporting and operations a plus</li><li>Working knowledge of Scrum, JIRA or other project management tools a plus</li></ul><p style="color:#4a4a4a;">&nbsp;</p><p style="color:#4a4a4a;"><span style="font-size:1em;">Education</span></p><ul><li>A Bachelor&rsquo;s degree relevant to position, a Master&rsquo;s degree a plus</li><li>Project Management Professional (PMP) certification and/or Agile Certified Practitioner (ACP) a plus</li></ul>Fri, 23 Feb 2024 07:48:42 ZLos Angeles, CA1409https://jobs.crelate.com/portal/verticalcareers/job/td8dguoze6kik8kcpg1uiybn3yhttps://jobs.crelate.com/portal/verticalcareers/job/td8dguoze6kik8kcpg1uiybn3yFeaturedPublic AccountingFund AccountingBig 10 CPAAccounting Manager, Technical for large reputable Financial Services firm in DTLA<p style="color:#494949;"><span style="text-decoration:underline;"></span><strong><span style="text-decoration:underline;">Accounting Manager, Technical</span></strong></p><p style="color:#494949;">Our client is seeking an Accounting Manager with a focus on corporate investment fund accounting, transactional accounting, and operations.</p><p style="color:#494949;">Responsibilities </p><ul><li>Responsible for maintaining books and records of the Company&rsquo;s management company and general partner entities;</li><li>Manage the offshore team and review daily accounting activities to ensure the timely and accuracy of accounting records; </li><li>Prepare analysis and review legal documents of new entities and funds assessed for consolidation;</li><li>Prepare journal entries and perform analysis on corporate investment, equity method investment, and incentive income and related compensation accounting;</li><li>Perform accounting research and consult with management and external auditors to ensure proper accounting treatment is applied and documented for non-routine transactions;</li><li>Act as a liaison between Accounting, Tax, and Finance department to provide Fund Accounting and financial analyses support;</li><li>Maintain relationships with parent company accounting department, handling financial statement and operational inquiries and ad-hoc requests;</li><li>Provide support for the preparation of the Company&rsquo;s 10Q/10K SEC filings including performing analyses, reviewing disclosures and providing feedback on suggested edits;</li><li>Participate in special projects and initiatives as required, documenting operating process, accounting considerations and conclusions;</li><li>Assist in development and maintenance of consistent accounting policies;</li><li>Assist in reviewing existing processes for automation and improvement opportunities;</li><li>Maintain a strong internal control environment and compliance with regulatory literature.</li></ul><p style="color:#494949;"><strong>Qualifications</strong></p><ul><li>Minimum 3-5 years&rsquo; experience in accounting, preferably 3 or more years public accounting;</li><li>Strong knowledge of US GAAP accounting, operations, account analysis, and management reporting;</li><li>Asset manager industry experience is a plus;</li><li>Excellent understanding of business operations and linkage to accounting in order to initiate and lead process improvements and documentation of standard operating procedures;</li><li>Solid analytical skills and ability to understand and resolve complex problems;</li><li>Specific experience with SAP - BPC and Workday systems a plus; and,</li><li>Proficiency in Microsoft Excel, Word, and Power Point.</li></ul><p style="color:#494949;"><strong>Education</strong></p><p style="color:#494949;">A Bachelor&rsquo;s degree in Accounting, Finance or related field (and/or equivalent experience). CPA preferred</p><p style="color:#494949;">&nbsp;</p><p style="color:#494949;"><br /></p>Fri, 23 Feb 2024 07:42:18 ZLos Angeles, CA1404https://jobs.crelate.com/portal/verticalcareers/job/rybe1fioyh1nswox8txta83cxhhttps://jobs.crelate.com/portal/verticalcareers/job/rybe1fioyh1nswox8txta83cxhFeaturedRemoteDistribution/WholesaleSales ManagerSales & MarketingApparel|Fashion|CosmeticConsumer Products | CPGRetailSr. National Sales/Account Manager[100% Remote] for rapidly growing CPG / Consumer Products Company<p><strong>Senior</strong><span style="color:#000000;">&nbsp;</span><strong>National Sales/Account Manager (multiple openings - 100% Remote)</strong></p><p><strong><span style="color:#c0504d;"><em>This is a 100% fully remote role for anyone based/living in the USA. Client does not offer Visa Sponsorship. </em></span></strong><strong></strong></p><p style="color:#000000;"><strong>Summary:</strong></p><p style="color:#000000;">Our client, a rapidly growing CPG - Consumer Product Goods company is seeking multiple Senior/ National Sales/Account Managers to support their growth and expansion. They value family, innovation and creating a collaborative environment for their employees.&nbsp;</p><p style="color:#000000;"><strong>Description:</strong></p><p style="color:#000000;">The <strong>Senior</strong> <strong>National Account Manager (aka NAM)&nbsp;</strong>is responsible for managing and growing large online and brick and mortar retailers. Primary focus for The National Account Manager will be creating and executing strategic plans for existing account program growth as well as finding, securing and growing into new accounts. We&rsquo;re seeking an energetic, self-motivated individual with the ability to work in a fast-paced environment. The qualified candidate will have a Bachelor&rsquo;s degree and at least 5 years of National Chain Store sales account manager experience and/or the equivalent combination of education and experience.</p><p style="color:#000000;">Reporting directly to the Director of Sales, he/she will be involved implementing sales plans to maximize overall corporate sales and profit goals. He/She should show initiative, and can develop sales programs for assigned Accounts through creative and innovative planning and strategy.&nbsp;</p><p style="color:#000000;"><strong>Scope of Responsibilities:</strong></p><ul><li>Direct responsibility for identifying, cultivating, growing and managing key account programs in specified sales channels in the United States.</li><li>Create and implement short/medium/long-term account strategies in conjunction with management and corporate objectives.</li><li>Develop and coordinate promotional marketing programs with key strategic retail partners for new product launches during every day &amp; holiday/seasonal promotional selling seasons</li><li>Identify buyer influences, recommended trends &amp; product needs, converted to our categories.</li><li>Establishing and maintaining deep relationships at each Key Account, including but not limited to buying planning/replenishment, assistant buyers, merchandising, and management.</li><li>Thorough understanding and knowledge of specific account compliance requirements and the ability to communicate to appropriate departments, while &ldquo;quarterbacking&rdquo; to consummate sale.</li><li>Weekly account specific POS analytics, and appropriate action plan, maximizing sales, minimizing risk by SKN. Communicating to replenishment managers, building and securing long term vendor retailer relationships.</li><li>Knowledge of company&rsquo;s ERP system, ability to manage account data maintaining accurate data, resulting in timely, retailer compliant shipments and invoicing. Consistent updated log of all account activities, progress and results vs budgets.</li><li>Interfacing with finance to insure receivables are paid accurately and on-time.</li><li>Forecasting account product needs and achieving budgeted sales goals at established profit margins.</li><li>Analyze weekly sell-through reports from to maximize upside business, minimize risk, recognize trends,&nbsp;establishing POS multiples, and associated management of account ladder plans and subsequent orders.<br /></li><li>Participate as requested for internal line reviews with product development and senior management.</li><li>Work collaboratively with other teams in the company as required</li><li>Air travel/overnight travel required as necessary&nbsp;</li></ul><p style="color:#000000;"><strong>Criteria/Requirements:</strong></p><ul><li>Bachelor's Degree or equivalent&nbsp;</li><li>5+ years in mid / mass account sales. Experience within the CPG consumer product industry necessary; toy/children's industry and/or strong mission driven brand experience preferred.</li><li>Demonstrated ability to assimilate into a fast-paced, entrepreneurial culture</li><li>Passion for success, customer acquisition and driving sales </li><li>Strong creative, communication and interpersonal skills</li><li>Strong analytical, conceptual and problem-solving skills</li><li>Collaborative team player, experience working with cross-functional teams</li><li>Ability to multi-task and seamlessly change direction<br /></li><li>Experience developing and executing promotional sales programs with major retailers</li><li>Proactive, highly organized, attention to details with efficient time management skills</li><li>Proficiency with MS Office Suite</li><li>A proven track record delivering financial results</li></ul><p></p><p><br /></p>Mon, 12 Feb 2024 18:51:38 ZOntario, CA1398https://jobs.crelate.com/portal/verticalcareers/job/ayfsbhe9prsq3y9siy7cdm9uwahttps://jobs.crelate.com/portal/verticalcareers/job/ayfsbhe9prsq3y9siy7cdm9uwaFeaturedCredit AnalystFinancial AnalystFinancial ServicesSan Gabriel ValleyLos AngelesAccounting AnalystSQLSr. Financial AnalystSr. Financial Analyst [Hybrid Schedule] for large publicly traded Financial Services institution<p style="color:#666666;font-size:14px;"><span style="color:#000000;text-decoration:underline;"><strong>Sr. Financial Analyst</strong></span></p><p style="color:#666666;font-size:14px;"><span style="color:#000000;"><strong>Responsibilities:</strong></span></p><ul><li><span style="color:#000000;">Help the allowance for credit losses (&ldquo;ACL&rdquo;) process, including calculations, analysis, and documentation</span></li><li><span style="color:#000000;">Responsible for obtaining and reviewing loan charge-offs for appropriateness and accuracy</span></li><li><span style="color:#000000;">Interact with the Bank&rsquo;s lending officers, credit supervision department, and the credit-risk management department to ensure charge-offs are recorded timely and appropriate inputs are considered in loan valuations</span></li><li><span style="color:#000000;">Provide assistance in the review of banking regulatory reports</span></li><li><span style="color:#000000;">Assist with researching and implementing regulatory and accounting standards relevant to ACL</span></li><li><span style="color:#000000;">Perform ad-hoc financial analysis as required</span></li><li><span style="color:#000000;">Provide financial and analytical expertise to assist in building and improving quantitative models for credit-loss estimation models (statistical credit models) for the entire loan portfolio to support allowance for credit loss (including current expected credit loss preparation)</span></li><li><span style="color:#000000;">Identify or address potential process gaps or process improvements including data gaps in model, policy governance and other quantitative tools.</span></li><li><span style="color:#000000;">Assemble, compile, and analyze information, and resolve errors/inconsistencies in data from loan systems and modeling team</span></li><li><span style="color:#000000;">Collaborate with modelling and data management teams on model and data performance matters.</span></li><li><span style="color:#000000;">Develop presentations and written materials to convey the results of research and analysis projects</span></li><li><span style="color:#000000;">Assist in cross training the ACL team</span></li><li><span style="color:#000000;">Perform other assignments and special project analysis as requested by management</span></li></ul><p style="color:#666666;font-size:14px;"><span style="color:#000000;"><strong>Qualifications:</strong></span></p><ul><li><span style="color:#000000;">3+ years of relevant experience</span></li><li><span style="color:#000000;">Detail oriented individual with strong analytical, organizational, and problem-solving skills</span></li><li><span style="color:#000000;">Proficiency with Microsoft Excel required</span></li><li><span style="color:#000000;">Strong verbal and written communication skills</span></li><li><span style="color:#000000;">Ability to work well independently as well as in a team</span></li><li><span style="color:#000000;">Banking, credit risk or loan accounting experience preferred</span></li><li><span style="color:#000000;">Strong understanding of credit models, CECL, ACL (formerly, ALLL), credit risk, financial risk, operations risk, and their processes highly preferred</span></li><li><span style="color:#000000;">Ability to communicate complex analytical issues in understandable terms appropriate for management interactions (regulators, vendors, executives, etc.)</span></li><li><span style="color:#000000;">Ability to successfully work on projects and project teams</span></li><li><span style="color:#000000;">Proficiently use SQL, Python, R-code, preferred</span></li><li><span style="color:#000000;">Accounting or finance experience, preferred</span></li><li><span style="color:#000000;">Bachelor's Degree required; degree in accounting/finance/statistics preferred</span></li></ul>Fri, 09 Feb 2024 00:29:02 ZPasadena, CA1068https://jobs.crelate.com/portal/verticalcareers/job/bphdjyw873ff3h7gik4hbtf76hhttps://jobs.crelate.com/portal/verticalcareers/job/bphdjyw873ff3h7gik4hbtf76hFeaturedBig 10 CPASr. Accounting AnalystSan Gabriel ValleyAccounting SupervisorAccounting ManagerBig 4 CPAFinancial Reporting | SEC (10K, 10Q)Sr. AccountantLos AngelesHybridSr. Accounting/Financial Reporting Analyst (Hybrid or 100% Fully Remote Flexibility) for large reputable publicly traded Financial Services firm.<p style="color:#666666;"><strong>Senior&nbsp;Accounting/Financial Reporting Analyst</strong><span></span></p><p style="color:#555555;font-size:15px;"><span style="color:#202124;">Our client is a reputable and large publicly traded </span>Financial Services Institution located in the San Gabriel Valley/Greater Los Angeles area. They are seeking a passionate and dedicated Accounting Leader as their <strong>Sr. Accounting/Financial Reporting Analyst </strong>to join their Corporate Accounting &amp; Finance team. </p><ul><li><em><span style="color:#548dd4;">Client is open to the following:</span></em></li><li><em><span style="color:#f79646;"><strong>A) Local Candidates: Hybrid Work Schedule</strong></span><span style="color:#548dd4;"> and have always maintained a commitment to flexibility as long as due dates are met and the deliverables reflect high quality work product.</span></em></li><li><em><span style="color:#f79646;"><strong>B) Non Local Candidates: Fully Remote</strong></span><span style="color:#548dd4;"> if willing to work CA/PST Hours</span></em></li><li><em><span style="color:#548dd4;"><strong>Hours</strong> during quarterly SEC reporting season could be up to 12 hrs/day or 60 hrs/wk as our focus is preparing a strong 10-Q/K draft during the first couple of weeks after the books close. The workload during the quarter should decline to about /less than 10 hrs/day after the first 10-Q/K draft goes out.</span></em><br /></li></ul><p style="color:#666666;"><strong>Overview</strong><br /></p><p><span style="color:black;">The Sr. Accounting &amp; Financial Reporting Analyst is an Integral part of SEC and Accounting Policy team. Responsible for the review of SEC filings and internal reports. Analyze SEC/GAAP and regulatory guidance.</span></p><p style="color:#666666;"><strong>Responsibilities</strong></p><ul><li>Prepare and review of all public filings (10-Q, 10-K, 8K and other SEC filings).</li><li>Work with the investor relations function on the preparation and review of quarterly earnings materials.</li><li>Assist in the ongoing monitoring and interpretation of new SEC/GAAP, Regulatory pronouncements, prepare position papers on the impact to the company and implement the accounting treatments.</li><li>Independently research, direct and implement any accounting related implementation projects with business units. Coordinate and engage with business units as needed, and updates policy and procedural documentation.</li><li>Maintain ongoing collaboration with other members of the accounting and other departments to obtain and review schedules for the preparation of both internal reporting package and external filings, and to ensure transactions are captured appropriately in the financial statements.</li><li>Undertake process improvements within the financial reporting group and work with departments such as Data Management and Integration, Loan Operations, Treasury and</li><li>Legal to continuously improve the process flow and ensure data completeness and accuracy, and ensure proper documentation of processes and recommend corrective actions.</li><li>Review/prepare various schedules for internal reporting requirements including the monthly Board package.</li><li>Communicate with external and internal auditors regarding financial reporting matters</li><li>Review the detailed Xtensible Business Reporting Language (XBRL) tagging of financial statements and footnotes.</li><li>Provide direct support on various special projects.</li><li>Manage, mentor and provide support to staff to develop competencies Plans, monitor work allocations, staffing levels to ensure proper utilization of labor. </li><li>Prepares and delivers performance appraisal for staff. </li><li>Leads by example and models behavior that are consistent with team and company's values<br /></li></ul><p><strong>Qualifications</strong><br /></p><ul><li>Bachelor's degree (B.A.)in accounting, business, finance or related field; CPA preferred</li><li>3+ years of public accounting and public company SEC reporting experience or someone with publicly traded company experience willing and eager to learn SEC&nbsp;</li><li>Solid knowledge of generally accepted accounting principles and XBRL Workiva system<br />experience preferred</li><li>Strong analytical, organizational and problem solving skills; including research skills regarding current and prospective updates to reporting</li><li>Ability to work in a fast-paced environment and manage well through ambiguity and complexity</li><li>Financial Services experience highly preferred</li><li>Must be team-oriented and able to handle multiple assignments and be deadline oriented</li><li>Demonstrates strong attention to detail and accuracy and the ability to execute and follow through to completion and documentation</li><li>Excellent written and verbal communication skills</li></ul><p>&nbsp;</p>Fri, 09 Feb 2024 00:28:51 ZPasadena, CA995https://jobs.crelate.com/portal/verticalcareers/job/nh7b1k9zwed11iurw7hytk8gdchttps://jobs.crelate.com/portal/verticalcareers/job/nh7b1k9zwed11iurw7hytk8gdcFeaturedFinancial ServicesBankingCPABig 10 CPAFinancial Reporting | SEC (10K, 10Q)Public AccountingMBABig 4 CPASr. Accounting & Reporting Analyst [Hybrid Sch'l] for large publicly traded Financial Services institution<p style="color:#666666;"><strong><span style="text-decoration:underline;color:#000000;">Sr. Accounting &amp; Reporting Analyst</span></strong></p><p><span style="color:#548dd4;font-size:16.8px;">Our client is a large reputable and leading Financial Services institution located in the San Gabriel Valley area offering excellent Benefits, 401K, Employee Stock Purchase Plan, Major Holidays and abundant of PTO. Flexible Hybrid 3 on/ 2 off Work Schedule.</span><strong></strong></p><p style="color:#666666;"><strong>Responsibilities</strong></p><ul><li>Preparation of various banking regulatory reports, including the quarterly Call and FRY Report schedules.</li><li>Perform analysis for monthly and quarterly financial statements.</li><li>Prepare/review monthly general ledger account reconciliations and prepare journal entries as needed.</li><li>Participate in the month end close process.</li><li>Analyze draft/newly released regulations and accounting pronouncements to assess reporting impact, as well as collaborate with reporting and operations departments to create a transition approach that will enable the bank to effectively meet new reporting requirements.</li><li>Prepare financial statements and various schedules used for preparation of quarterly 10-Q and annual 10-K filings.</li><li>Prepare various schedules for internal reporting requirements including the monthly Board package.</li><li>Prepare and review various schedules and reports for internal users and external auditors, and assist in the audit of financial statements and related footnotes.</li><li>Perform ad-hoc analyses and projects as needed.</li></ul><p><strong>Qualifications</strong></p><ul><li>CPA license or MBA preferred</li><li>At least 3 years public accounting and/or public company financial reporting experience</li><li>Solid knowledge of generally accepted accounting principles and concepts</li><li>Strong analytical, organizational and problem solving skills; including research skills regarding current and prospective updates to regulatory and SEC reporting.</li><li>Demonstrated strong attention to detail and accuracy</li><li>Ability to work well independently and in a team</li><li>Inquisitive mind and intellectual curiosity</li><li>Ability to deal with complex problems involving multiple facets and variables in non-standardized situations</li><li>Bachelor&rsquo;s degree (B.A.) from four-year college or university</li><li>Banking/financial institution experience preferred</li><li>Advanced usage of Microsoft Excel</li><li>Working knowledge of PeopleSoft GL preferred</li></ul><p>&nbsp;</p><p>&nbsp;</p>Fri, 09 Feb 2024 00:27:05 ZPasadena, CA1365https://jobs.crelate.com/portal/verticalcareers/job/jfx9aqo5meepx6redbocy586zyhttps://jobs.crelate.com/portal/verticalcareers/job/jfx9aqo5meepx6redbocy586zyFeaturedFinancial ServicesBankingAccountingSan Gabriel ValleySr. AccountantSenior Accountant [Hybrid Schedule] with a Leading/Prominent Financial Services firm in Los Angeles<p><strong></strong><strong>Senior Accountant I </strong>[Direct Hire/Hybrid Schedule/Excellent Growth]<span></span><br /></p><p style="color:#666666;"><strong>Overview</strong><br /></p><p>The Sr. Accountant I will apply principles of accounting [US GAAP] to record and analyze financial information and prepare financial statements and reports for management.</p><p><strong>Responsibilities</strong><br /></p><ul><li>Support the accounting team in the delivery of the operational agenda in the areas of loan 4-applications balancing.</li><li>Perform various loan applications daily balancing and research / resolve reject issues.</li><li>Perform yield analysis.</li><li>Participate in the month end close process, including but not limited to variance analysis, processing journal entries, reconciliation and certification of general ledger account balances.</li><li>Research &amp; resolve any discrepancies or out of balance conditions for loan sub-system.</li><li>Prepare various schedules to support board package, and for external auditors. Provide assistance as needed in the preparation of audited financial statements and related footnotes.</li><li>Provide assistance in the preparation of banking regulatory reports.</li><li>Perform ad-hoc analyses and projects as needed.<br /></li></ul><p style="color:#666666;"><strong>Qualifications</strong><br /></p><ul><li>Bachelor's degree (accounting or finance degree preferred). Master's a plus not required.</li><li>CPA license preferred.</li><li>Strong knowledge of generally accepted accounting principles [US GAAP] and concepts.</li><li>3+ years general ledger accounting, financial reporting, and/or auditing experience.</li><li>Banking or financial institution experience preferred.</li><li>Loan system application, and/or partnership accounting experience preferred.</li><li>Knowledge of FIS, PeopleSoft or other large ERP/Accounting systems a plus.<br /></li><li>Strong analytical, technical, organizational, and problem solving skills</li><li>Strong verbal and written communication skills.</li><li>Ability to work well independently as well as in a team.<br /></li></ul><p style="color:#666666;"><strong></strong><br /></p><br />Fri, 09 Feb 2024 00:26:18 ZPasadena, CA216https://jobs.crelate.com/portal/verticalcareers/job/ngepja49qg91ucqd8ps51ixssyhttps://jobs.crelate.com/portal/verticalcareers/job/ngepja49qg91ucqd8ps51ixssyFeaturedProfessional ServicesLos AngelesSr. Pricing AnalystFinanceFinancial AnalystSr. Financial AnalystSenior or Financial Analyst for Global Professional Services firm <p style="color:#555555;font-size:medium;"><span style="color:#000000;"><strong>Senior or Financial Analyst</strong></span></p><p style=""><span style="color:#e36c09;"><strong><em>*Multiple openings, so level/role/title determined by client based on your experience and background into Corporate Finance, FIC - Financial Information Center, or Strategic Pricing.&nbsp;</em></strong></span></p><p style=""><em><strong>*Job description is a general summary as client LOVES candidates with </strong><span style="color:#e36c09;"><strong>Quantitative</strong></span><strong>&nbsp;&amp; Qualitative Analysis, ROI, NVP, Financial Modeling, P&amp;L Analysis, and NOT so much FP&amp;A (budgeting/</strong><span style="color:#e36c09;"><strong>forecasting</strong></span><strong>)&nbsp;</strong></em><br /></p><p style="color:#555555;font-size:medium;"><span style="color:#000000;">Our Client, a global professional services firm located in DTLA is seeking dynamic and progressive <strong>Senior Financial Analyst </strong>and<strong> Financial Analysts </strong>to add to their large Finance Team. </span></p><p style="color:#555555;font-size:medium;"><span style="color:#000000;"><strong>Benefits:</strong></span></p><p style="color:#555555;font-size:medium;"><span style="color:#000000;font-size:1em;">Generous total compensation package. Bonuses are awarded in recognition of individual and firm performance. Eligible employees can participate in company&rsquo;s comprehensive benefit program including healthcare, life and disability insurance, flexible spending accounts, a 401k plan, and more! In addition, employees receive 10 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure. </span><br /></p><p style="color:maroon;"><span style="color:#000000;"><strong>General Summary:</strong></span></p><p style="color:#ffffff;"><span style="color:#000000;">As Sr. FA/FA at the firm supporting the Strategic Pricing team, you will contribute your expertise to providing financial and project management support to attorneys for pricing and scoping engagements. You will be assisting firm management with data-driven pricing analytics, supporting financial modeling related to requests for proposals (RFPs), and tracking engagement budgets, while accomplishing these and other critical functions:</span><span style="color:#000000;"> </span></p><p style="color:#ffffff;"><strong><span style="color:#000000;">Scope of Responsibilities:</span></strong><span style="color:#000000;"></span></p><ul><li>Supporting partners and the Business Development team on pricing discussions for new and existing client proposals through financial modeling, profitability analysis and strategic guidance</li><li>Collaborating with partners and other attorneys to develop robust budgets and forecasts on engagements and provide regular updates on financial performance </li><li>Partnering with internal Pricing Approval management committee by providing business acumen and analytical skills to support pricing decisions that align to both the client and firm&rsquo;s objectives</li><li>Developing best practices, benchmarking, and pricing framework for firmwide legal service product offerings</li><li>Conducting post-engagement analysis by utilizing historical financial data and decision insights to assist in pricing of future engagements focused on improving financial performance</li><li>Creating financial tools and templates using the latest technology software to expand current service offerings and streamline existing processes surrounding the firm&rsquo;s pricing functions</li><li>Performing market driven analysis to provide pricing insights on competitors</li><li>Working with senior management to refine current work processes, develop new tools, and implement new ideas.</li><li>Providing outreach, promoting the availability of revenue analysis and project management support to the partnership. Working with senior management to develop strategic pricing throughout the firm.<br /></li></ul><p style=""><strong>Qualifications &amp; </strong><span style="color:#000000;"><strong>Criteria</strong></span><strong>:</strong><span style="color:#000000;"></span></p><ul><li><span style="color:#000000;">Bachelor's degree in Finance, Accounting, Business Administration,Maths, Economics, or related field required.</span></li><li><span style="color:#000000;">6+ years related analytical experience in finance or accounting desired.</span></li><li>Experience developing financial analysis/modeling and project tracking/reporting.</li><li><span style="color:#000000;font-size:1em;"><strong>Strong Excel skills are most important here</strong></span></li><li><span style="color:#000000;"><strong>Knowledge of Tableau,SQL preferred</strong></span></li><li><span style="color:#000000;">Experience responding to ad-hoc requests, developing analysis, and producing reports desired.</span></li><li>Ability to perceive and analyze problems and develop alternative strategies to solve them.</li><li>Strong organizational skills/project management skills to manage time well, prioritize effectively, and handle multiple deadlines</li><li><span style="color:#000000;">Well developed and professional interpersonal skills; ability to interact effectively with people at all organizational levels of the firm.</span></li><li><span style="color:#000000;">Ability to work in a team environment with a customer service focus.</span></li><li><span style="color:#000000;">Ability to work independently to research, analyze, and develop financial information.</span></li><li><span style="color:#000000;">Ability to maintain flexibility with respect to assigned tasks due to changing deadlines, changing deliverables and changing task priorities.</span></li><li><span style="color:#000000;">Excellent analytical skills.</span></li><li><span style="color:#000000;">Ability to learn and apply new skills quickly and effectively.</span></li><li><span style="color:#000000;">Strong communication skills, both written and verbal, including effective interpersonal communications (e.g., active listening).</span></li><li><span style="color:#000000;">General knowledge of corporate finance and accounting principles and terminology.</span></li><li><span style="color:#000000;">General knowledge of professional services business.</span></li><li><span style="color:#000000;">Ability to handle confidential and sensitive information with the appropriate discretion.</span></li><li><span style="color:#000000;"><a name="OLE_LINK6"><span style="color:#000000;font-size:1em;">Organizational skills needed to manage time well, prioritize effectively, and handle multiple deadlines</span></a><span style="color:#000000;font-size:1em;">.</span></span></li><li><span style="color:#000000;font-size:1em;">Exhibits an advanced ability to perceive and analyze problems and develop alternative strategies to solve them.</span></li><li><span style="font-size:1em;">Knowledge of Visual Basic a plus.</span></li><li><span style="font-size:1em;">Knowledge of Business Objects and 3E a plus.</span></li><li><span style="font-size:1em;">Occasional travel may be require</span></li></ul>Fri, 09 Feb 2024 00:25:15 ZLos Angeles, CA539https://jobs.crelate.com/portal/verticalcareers/job/zcd1jubpmg7rg4q4embsk36qbyhttps://jobs.crelate.com/portal/verticalcareers/job/zcd1jubpmg7rg4q4embsk36qbyFeaturedFinanceCFA/CPAFinancial AnalystBig 4 CPALos AngelesIPO|StartUpSr. Financial AnalystFinancial ServicesM&A | Mergers & AcquisitionsSr. Business AnalystProfessional ServicesBig 10 CPASr. Quantitative Analyst | M&A | CFA Investment Banking Bkgd for global Professional Services company<p><strong><span style="color:#000000;">Senior Quantitative Analyst</span></strong></p><p><strong><span style="color:#000000;"></span></strong><span style="color:#000000;">Our Client, a global professional services firm located in DTLA is seeking dynamic and progressive <strong>Senior Quantitative Analyst</strong><strong>&nbsp;</strong>ideally with CFA, M&amp;A from Investment Banking background to </span><span style="color:#000000;">join their elite Quantitative Analysis team within Global Services Office. The success of their firm is largely determined by our commitment to hire and develop the very best and brightest, creating a team that provides clients with the highest quality of work and service driven by the core values: respect, innovation and collaboration.</span></p><p style="color:#555555;font-size:medium;"><span style="color:#000000;"><strong>Benefits:</strong></span></p><p style="color:#555555;font-size:medium;"><span style="color:#000000;font-size:1em;">Generous total compensation package. Bonuses are awarded in recognition of individual and firm performance. Eligible employees can participate in company&rsquo;s comprehensive benefit program including healthcare, life and disability insurance, flexible spending accounts, a 401k plan, and more! In addition, employees receive 10 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure.</span><br /></p><p style="color:#000000;"><strong><span style="color:#000000;">Job Description</span></strong><span style="color:#000000;"></span><span style="color:#000000;"></span></p><p style="color:#000000;"><span style="color:#000000;"></span><span style="color:#000000;">The Senior Quantitative Analyst joining our Quantitative Analysis team will leverage their transactional and financial modeling experience to play an integral role in supporting our attorneys and leadership for our Corporate Department&rsquo;s leading practice groups, including Emerging Companies, Capital Markets and Mergers &amp; Acquisitions. </span><br /></p><p style="color:#000000;"><span style="color:#000000;">As a Senior Quantitative Analyst at firm, you will be working closely with our Corporate Department leadership and attorneys. You will develop client-facing capitalization models to be used in M&amp;A transactions, SPAC, deSPAC, and early stage/venture capital financing engagements. Our attorneys and their clients rely on the models prepared by the Senior Analyst to determine the distribution of cash proceeds amongst equity and debt holders or determine the capitalization structure as a result of the proposed transaction. On an as-needed basis, you will work with the attorneys and update the models as the terms of the deal progress. Financial models include but are not limited to proforma capitalizations, liquidation waterfalls, merger consideration spreadsheets, voting models, and IPO S-1 models. You will also be responsible for developing and maintaining training materials as well as mentoring and training our team of analysts and associates so they can provide modeling assistance as the need arises, while accomplishing these and other critical functions:</span><span style="color:#000000;"></span></p><ul><li><span style="color:#000000;">Engaging with Attorney deal teams on transactions which require financial modeling support, including proforma capitalizations, liquidation waterfalls, merger consideration spreadsheets, voting models, and IPO S-1 models</span></li><li><span style="color:#000000;">Advising the internal deal team using the knowledge gained from this analysis, answering any questions that may arise regarding the data and/or analytical methods, and assumptions used to build the work product</span></li><li><span style="color:#000000;">Producing client-ready financial models and effectively communicating analysis and work product to the Partners and Associates on the transaction as well as to the external clients, on an as-needed basis</span></li><li><span style="color:#000000;">Maintaining detailed records documenting procedures, methodologies, and sources of information employed while performing analytical tasks</span></li><li><span style="color:#000000;">Ensuring timely delivery of accurate and professional work product</span></li><li><span style="color:#000000;">Participating in learning education classes for our Attorneys related to quantitative analysis work.</span></li><li><span style="color:#000000;">Developing and maintaining training materials such as reference guides, training presentations, library of training exercises, and tip sheets; training, mentoring, and coaching junior analysts on this work stream</span></li><li><span style="color:#000000;">Maintaining professional image within the Finance and Accounting department and project the same image to those outside the department</span></li><li><span style="color:#000000;">Promoting effective work practices, working as a team member, and showing respect for co-workers</span></li><li><span style="color:#000000;">Helping recruit, develop, and mentor other analysts</span></li></ul><p style="color:#000000;"><span style="color:#000000;"><strong>Qualifications/Criteria:</strong></span><br /></p><ul><li><span style="color:#000000;">Bachelor's degree in Finance, Business Administration, Economics, or a related field is required. A financial / industry qualification (CFA) is desired. </span></li><li><span style="color:#000000;">5+ years of related analytical experience at a professional services organization in corporate finance, consulting, or M&amp;A, as well as experience working on ad-hoc requests and projects in a fast-paced, deadline-driven environment is desired. </span></li><li><span style="color:#000000;">Investment Banking background highly desired</span></li><li><span style="color:#000000;">Proficiency with a PC environment and related software and proficiency with Microsoft Excel, PowerPoint, and Word is desired.</span></li><li>Apply your organizational and communication skills while displaying a positive, high-energy attitude. </li><li>Possess excellent leadership skills including: organizing, planning, problem-solving and decision-making, displaying the ability to lead large, long-term, and complex projects from inception to completion and the ability to develop alternative solutions to meet goals. </li><li>Maintain flexibility with respect to assigned tasks due to changing deadlines, changing deliverables and changing task priorities. </li><li>Excellent analytical skills are desired, as well as the ability to work independently to research, analyze, and develop financial information. </li><li>Must display the ability to draw conclusions from analysis, make recommendations to management, and display the ability to learn and apply new skills quickly and effectively.</li></ul><p style="color:#000000;">&nbsp;<span style="color:#000000;"></span></p>Fri, 09 Feb 2024 00:24:45 ZLos Angeles, CA892https://jobs.crelate.com/portal/verticalcareers/job/qc79a6doxrmwnbig8mz6egmy7ahttps://jobs.crelate.com/portal/verticalcareers/job/qc79a6doxrmwnbig8mz6egmy7aFeaturedRetailAP|ARNetSuiteAccounts ReceivableeCommerceDistribution/WarehouseAccounts PayableStaff AccountantInland EmpireConsumer Products | CPGStaff Accountant [NetSuite] for a growing CPG/Consumer Product Goods wholesale/distributor/eCommerce company<p><strong>Staff Accountant</strong></p><p>Our client is a consumer products Retailer and Distributor with multiple entities. They are experiencing growth and seeking a Staff Accountant to join their Accounting team. The Staff Accountant is responsible for but not limited to the following duties:</p><ul><li>Take on complex internal and external (domestic and international) cash management reporting and processing and assist with forecast and research</li><li>Manage complex Accounts Receivable responsibilities, Balance Sheet Reconciliations</li><li>Review and establish new customer credit, release and hold orders, Run Aging Reports and perform Soft collections</li><li>Process accruals, assist with financial statement support and analysis</li><li>Identify and process GL adjusting entries, allocations</li><li>Provide insight to improve existing processes and can also develop new processes</li><li>Communicate and interact professionally and collaboratively with all levels of the organization including senior management</li><li>Provide leadership to other team members and to cross functional colleagues</li></ul><p>Looking for someone that can grow beyond the initial role</p><p><strong>Requirements/Qualifications:</strong></p><ul><li>Bachelor's degree in Accounting/Finance a plus</li><li>Staff accountant with recent and/or deep Accounts Receivable background (manufacturing, distribution, big box retailer or industry background managing costs and cash for projects is a very strong plus, but not required)</li><li>Previous full cycle A/R and/or accounting experience required</li><li>Strong understanding of GAAP</li><li>Prior treasury experience a desired plus but not required (wires, ACH&rsquo;s, check runs, etc.)</li><li>Strong Excel (pivot tables, vlookups, SUMIFs, Mid, Left and right text and character functions) and NetSuite experience preferred</li><li>Process improvement oriented</li><li>Ability to work in fast paced environment and meet tight deadlines consistently</li></ul><p><strong>Intangible Skills:</strong></p><ul><li>Forward looking mentality</li><li>Critical Thinker</li><li>Deep understanding of internal controls and background</li><li>Very team oriented</li><li>Must be comfortable working in a fluid environment and comfortable with change</li><li>Exceptional attention to detail</li><li>Desire and interest to learn our unique business and grow with the company</li><li>Is comfortable providing mentorship and guidance to other team members</li><li>Uses Judgement before acting</li></ul><p>&nbsp;</p>Fri, 09 Feb 2024 00:24:05 ZOntario, CA1393https://jobs.crelate.com/portal/verticalcareers/job/g4c839fgeij3wy9info9sh9wphhttps://jobs.crelate.com/portal/verticalcareers/job/g4c839fgeij3wy9info9sh9wphFeaturedBankingPasadenaDirector of AccountingAccountingFinanceDirector of Accounting [CPA desired] - Hybrid Sch'l for a top performing financial institution<p style="color:#666666;"><span style="color:#000000;"><strong>Director of Accounting&nbsp; </strong></span><span style="color:#000000;font-size:11pt;"><strong>[Perm/Direct Hire]</strong></span></p><p style=""><span style="color:#000000;"><span style="font-size:14.6667px;">Our Client is a large publicly traded Financial Institution with a global footprint and they are seeking a dynamic Director of Accounting to join their Leadership team in Corporate Accounting.<strong>&nbsp;</strong>This is a hybrid work model with 3 days onsite and 2 days remote. </span></span></p><p style="color:#666666;"><span style="color:#000000;"><strong>Overview</strong></span><br /></p><p><span style="color:#000000;">Our client is seeking a strong Director of Accounting to work on a fast-paced team in Corporate Accounting. This position will be based in our corporate headquarters in Pasadena, CA.</span></p><p style="color:#666666;"><strong><span style="color:#000000;font-size:12pt;">Scope of Responsibilities:</span></strong><br /></p><ul><li><span style="color:#000000;">Responsible for the completion of the monthly close activities, including monitoring to ensure all close activities are completed timely</span></li><li><span style="color:#000000;">Manage day-to-day activities for teams within the accounting group</span></li><li><span style="color:#000000;">Review daily and monthly general ledger account reconciliations and journal entries.</span></li><li><span style="color:#000000;">Review various schedules for internal reporting requirements including the monthly board package</span></li><li><span style="color:#000000;">Monthly review of financial statement variance analysis</span></li><li><span style="color:#000000;">Establishment of relevant accounting policy and procedures for transactions undertaken by and affecting the company</span></li><li><span style="color:#000000;">Review schedules that support all public filings (10-Q, 10-K, 8K and other SEC filings), as needed</span></li><li><span style="color:#000000;">Review of schedules for various banking regulatory reports, including the quarterly call and FRY schedules, as needed</span></li><li><span style="color:#000000;">Assist with research and evaluate accounting transactions and new accounting pronouncements, and application of those impacting financial institutions</span></li><li><span style="color:#000000;">Work on process improvement as needed.</span></li><li><span style="color:#000000;">Provide day to day management, oversight, in addition to longer-term development planning of a team of accountants</span></li><li><span style="color:#000000;">Perform ad-hoc analyses and projects as needed.</span><br /></li></ul><p style="color:#666666;"><strong><span style="color:#000000;">Qualifications / Experience:</span></strong><br /></p><ul><li><span style="color:#000000;">At least 10 years of accounting and solid financial reporting experience</span></li><li><span style="color:#000000;">Strong knowledge of generally accepted accounting principles.</span></li><li><span style="color:#000000;">Demonstrate strong research skills regarding current and prospective updates to process and reporting.</span></li><li><span style="color:#000000;">Ability to work in a fast-paced environment and manage well through ambiguity and complexity</span></li><li><span style="color:#000000;">Must be team-oriented and able to handle multiple assignments and be deadline oriented.</span></li><li><span style="color:#000000;">Must have strong analytical, strategic, problem solving, and organizational skills</span></li><li><span style="color:#000000;">Demonstrates strong attention to detail and accuracy and the ability to execute and follow-through to completion and documentation</span></li><li><span style="color:#000000;">Strong technical, communication, and presentation skills</span></li><li><span style="color:#000000;">Ability to partner well with internal customers</span></li><li><span style="color:#000000;">Must have experience managing direct reports</span></li><li><span style="color:#000000;">Banking experience highly preferred</span></li><li><span style="color:#000000;">Knowledge of all Microsoft Office Suite required</span><br /></li></ul>Mon, 05 Feb 2024 17:59:41 ZPasadena, CA1272https://jobs.crelate.com/portal/verticalcareers/job/8jrrr4isjy56nuqbpmag8znpiahttps://jobs.crelate.com/portal/verticalcareers/job/8jrrr4isjy56nuqbpmag8znpiaFeaturedTreasuryManufacturingDistribution/WarehouseConsumer Products | CPGAssistant ControllerLos AngelesDirector of AccountingFood & BeverageControllerCorporate Assistant Controller [Director of Accounting equivalent] for large PE backed CPG manufacturer <p style="color:rgba(0, 0, 0, 0.9);"><strong>Corporate Assistant Controller [Director of Accounting equivalent]</strong> </p><p style="color:rgba(0, 0, 0, 0.9);">Our client is a large PE backed CPG manufacturing company located in the San Gabriel Valley. They are industry leaders and continue to grow organically and by acquisition with multi-sites across the United States. They are looking for a driven and dynamic Corporate Assistant Controller to join their strong Accounting Team.&nbsp;<span style="color:var(--color-text);font-size:1em;">He/She will be responsible for co</span><span style="color:var(--color-text);font-size:1em;">rporate accounting and AP, maintain financial records and timely financial and management reportings.&nbsp;</span></p><span style="color:rgba(0, 0, 0, 0.9);"><p style="color:#000000;font-size:12pt;"><strong>Scope of Responsibilities:</strong><span></span><br /></p><ul><li>Directs the maintenance of general and subsidiary ledgers, accounts receivable, accounts payable, revenue distribution, fixed assets, depreciation, leases and operating expenses</li><li>Provides financial and analytical support through Central Accounting to the Management Team</li><li>Supervises and participates in the preparation of financial statements and reports.</li><li>Assures that all reporting, both internal and external is done within prescribed timelines</li><li>Provides support to the Corporate Finance team with the annual budgeting &amp; forecasting process. </li><li>Performs financial and non-financial analysis in order to support policy and decision making activities within the company.</li><li>Assists in the annual financial audit performed by the company&rsquo;s external auditors</li><li>Reviews financial statements with management personnel.</li><li>Directs period end consolidations for the various operating companies</li><li>Assists in the development of a planned integration for new acquisitions</li><li>Adhere to all company policies, procedures and safety rules as stated in the Employee Handbook and otherwise posted or communicated.</li><li>Exemplify Company core values and Initiative in all aspects of assigned duties.</li><li>Special projects and other duties as assigned by senior leadership.<span><br /></span><span></span><span></span></li></ul><p style="color:#000000;font-size:12pt;"><strong>Supervisory Responsibilities:</strong></p><p></p><ul><li>Responsible for the overall direction, coordination, and evaluation of these positions in a manner that creates harmony within the workforce, and promoting an attitude that will ensure successful results</li><li>Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.</li></ul><p style="color:var(--color-text);"><span><strong>Qualifications/Criteria:</strong></span><span><br /></span></p><ul><li>Bachelor's degree from an accredited college in accounting, finance or business related.&nbsp;</li><li>CPA and M&amp;A experience is highly preferred</li><li>15+ years of overall experience with 5+ managing an accounting staff. </li><li>3+ years of consolidation experience is required</li><li>Strong understanding of US GAAP, internal control, partnering with external auditors</li><li>Experience leading monthly and annual preparation of financial statements</li><li>Demonstrated success in engaging with external auditors and completing a clean audit</li><li>Proficient in the use of Excel and various large Tier 1 ERP systems<span>&nbsp;</span></li><li>Flexible and adaptable to travel and have the ability to work flexible hours<br /></li><li>CPG/Manufacturing Industry experience is required<br /></li></ul></span>Wed, 31 Jan 2024 10:45:43 ZSanta Fe Springs, CA1406https://jobs.crelate.com/portal/verticalcareers/job/u5ofnz3epw7qgbekuanozb131rhttps://jobs.crelate.com/portal/verticalcareers/job/u5ofnz3epw7qgbekuanozb131rFeaturedAccounting ManagerReal EstateAccounting Manager for a private real estate company<p style="color:#222222;font-size:15px;"><strong>Accounting Manager </strong>(Residential Real Estate)</p><p style="color:#222222;font-size:15px;">Our client is a privately held real estate development, investment and management company.</p><p style="color:#222222;font-size:15px;"><strong>Job Description:</strong></p><p style="color:#222222;font-size:15px;">A privately held real estate development, investment, and management company seeks an Accounting Manager to join their dynamic team.</p><p style="color:#222222;font-size:15px;"><strong>Responsibilities:</strong></p><ul><li>Oversee the daily operations of the accounting department</li><li>Manage and supervise a team of accounting professionals</li><li>Ensure accurate and timely financial reporting</li><li>Prepare and review financial statements, including balance sheets, income statements, and cash flow statements</li><li>Conduct financial analysis and provide insights to support decision-making</li><li>Perform financial audits to ensure compliance with regulations and internal controls</li><li>Develop and implement accounting policies and procedures</li><li>Monitor cash flow and manage working capital</li><li>Collaborate with other departments to support budgeting and forecasting processes</li><li>Maintain accurate records of financial transactions<br /></li></ul><p style="color:#222222;font-size:15px;"><strong>Qualifications:</strong></p><ul><li>Strong knowledge of accrual accounting principles and practices</li><li>AppFolio experience is a big plus. Will also consider Yardi and MRI experience</li><li>Must have residential real estate experience</li><li>Ability to interpret financial reports and analyze data for trends and insights</li><li>Proficiency in cash flow analysis to optimize liquidity management</li><li>Experience in conducting financial audits and ensuring compliance with regulations</li><li>Familiarity with payroll processes and related tax regulations</li><li>Ability to forecast financial performance based on historical data and market trends</li><li>Solid understanding of financial accounting principles, including revenue recognition, expense allocation, and asset valuation</li><li>Proficiency in using accounting software for data entry, reconciliation, and reporting purposes</li><li>Knowledge of corporate accounting practices, including inter-company transactions and consolidation</li></ul>Wed, 31 Jan 2024 03:58:16 ZLos Angeles, CA1405https://jobs.crelate.com/portal/verticalcareers/job/f7sz5eir6wdsifyfmyz3ti5zwhhttps://jobs.crelate.com/portal/verticalcareers/job/f7sz5eir6wdsifyfmyz3ti5zwhFeaturedComponents|Electronics|High TechManufacturingFP&A ManagerDirector of FinanceCPA|CIABig 10 CPAIPO|StartUpCost Accounting ManagerSouth BayMBABig 4 CPAPublic AccountingDirector, FP&A [Pre-IPO] for growing patented Green Energy/High Tech Manufacturing / Distribution Company <p><strong>Director or Manager of FP&amp;A</strong></p><p><strong>Title/Level depends on experience </strong><strong></strong></p><p style="color:#000000;"><strong>Summary:&nbsp;</strong></p><p style="color:#000000;">Our client produces products that's GOOD FOR THE ENVIRONMENT &amp; EARTH. They are focused on building technology that reduces harmful stuff to our precious planet more rapidly and potentially saves lives in the long run - SHH, it's a secret for now but they have numerous PATENTS and planning an IPO 18-24 months away.&nbsp;</p><p style="color:#000000;">They are currently located in El Segundo and will be moving to Torrance Summer of this year. This is an Onsite role. </p><p style="color:#000000;"><strong>Job Description</strong></p><p style="color:#000000;">As the Director of FP&amp;A you will be responsible for driving financial analysis and strategy as well as preparing forecasts, budgets, and financials models from scratch and build upon. Process Improvement is the KEY for IPO Readiness.&nbsp;</p><p style="color:#000000;">Reporting to the CFO with exceptional expertise and experience in this space, this is an exciting and unique Leadership role that focuses on finance as well as operations in a fast-growing technology company.&nbsp;</p><p style="color:#000000;"><strong>Scope of Responsibilities:&nbsp;</strong><br /></p><ul><li>Support Senior Leadership &amp; Executives in IPO Readiness within 18-24 months</li><li>Design and prepare cash flow, budgets &amp; forecasts including 3 year rolling forecast throughout the company.</li><li>Lead financial analysis, modeling, and evaluation to keep the business on track to meet its financial goals.</li><li>Prepare variance analysis of the quarterly forecast and compare actual results vs. forecast and budget. Proactively identify opportunities for improvement.</li><li>Optimize the FP&amp;A function, including the creation of automated and scalable processes, reporting and systems including BI Tools, ERP/Accounting/Reporting Systems</li><li>Develop and maintain effective relationships with business partners, senior leaders, and cross functional teams at all levels of the organization to drive effective business decision making, challenge assumptions to ensure sound financial decisions and to achieve corporate objectives and targets.</li><li>Update and maintain standard cost system with ability to assist Engineering with BOM and pricing</li><li>Document and create standard workflow and SOP </li></ul><p><strong>Qualifications/Skills:</strong><span style="font-size:1em;"></span><span style="font-size:1em;"></span></p><ul><li>Bachelor&rsquo;s degree in Finance, Accounting or Business related field, Higher Education/Master's degree a plus</li><li>8+ years of relevant FP&amp;A experience with 2+ in Leadership/Managerial role&nbsp;</li><li>Experience in manufacturing operations or standard costing environment&nbsp;</li><li>Experience with multiple legal entities, companies, currencies including foreign IFRS reporting&nbsp;</li><li>Advanced knowledge of cost accounting, standard costing highly preferred</li><li>Be analytical and quantitative and very comfortable building advanced financial models.<br /></li><li>Experience in a public company highly preferred</li><li>Advanced technical skills and Excel required (pivot table, v/h lookup, macros/VBA helpful)</li><li>Ability to lead projects, meetings and team as company grows</li></ul>Thu, 25 Jan 2024 02:08:32 ZEl Segundo, CA1300https://jobs.crelate.com/portal/verticalcareers/job/dgsfkerkiweuteh6gdbsuy9kbyhttps://jobs.crelate.com/portal/verticalcareers/job/dgsfkerkiweuteh6gdbsuy9kbyFeaturedAccountingCPAFund AccountingSenior ManagerSenior Manager for large reputable Financial Services firm in DTLA<p style="font-size:15px;"><span style="color:#000000;">Senior Manager, Closed-end Fund Accounting</span></p><p style="font-size:15px;"><span style="color:#000000;">Our client is a large reputable Financial Services firm with over $100B AUM located in Downtown Los Angeles |DTLA]. They foster a healthy work-life balance with great internal progression and excellent benefits. They are seeking an Experience and Dynamic <strong>Senior Manager</strong> who will be joining their Finance and Fund Accounting Team.</span></p><p style="font-size:15px;"><span style="color:#000000;"><strong>Summary:</strong></span></p><p style="font-size:15px;"><span style="color:#000000;">The Senior Manager will be responsible for maintaining the books and records for various funds within the Global Private Debt business.</span></p><p style="color:#494949;font-size:15px;"><span style="color:#000000;"><strong>Responsibilities:</strong></span><span style="color:#000000;"><br /></span></p><ul><li><span style="color:#000000;">Preparation and maintenance of the books and records of pooled private investment funds organized as limited partnerships and/or separate accounts</span></li><li><span style="color:#000000;">Accounting for and reconciliation of cash and investments</span></li><li><span style="color:#000000;">Recording and reconciling of purchase and sale transactions</span></li><li><span style="color:#000000;">Estimating and posting of monthly closing accruals</span></li><li><span style="color:#000000;">Partnering with our corporate actions team in reviewing and accounting for complex corporate actions</span></li><li><span style="color:#000000;">Preparation and/or review of complex management fee and waterfall calculations</span></li><li><span style="color:#000000;">Preparation and/or review of allocations of income and expense allocations to each partner, including updating of distribution waterfall based on the terms of the governing documents</span></li><li><span style="color:#000000;">Determining and preparing distributions and capital calls</span></li><li><span style="color:#000000;">Preparing and reviewing of monthly, quarterly, and annual financial reporting</span></li><li><span style="color:#000000;">Analyzing and calculating of performance metrics</span></li><li><span style="color:#000000;">Coordinating with independent auditors, custodians, prime brokers and fund administrators</span></li><li><span style="color:#000000;">Documenting processes and internal controls over financial reporting</span></li><li><span style="color:#000000;">Performing other tasks as required</span></li></ul><p style="color:#494949;font-size:15px;"><span style="color:#000000;"><strong>Qualifications:</strong></span></p><ul><li><span style="color:#000000;">Bachelor&rsquo;s Degree in Accounting or Finance. CPA preferred.</span></li><li><span style="color:#000000;">7+ years of relevant accounting or audit experience. Big Four public accounting background is preferred.</span></li><li><span style="color:#000000;">Strong knowledge of reconciliation and account analysis</span></li><li><span style="color:#000000;">Strong technical accounting skills and the ability to apply relevant investment company accounting rules</span></li><li><span style="color:#000000;">Solid analytical skills and ability to understand and resolve complex problems; and</span></li><li><span style="color:#000000;">Proficiency in Microsoft Excel, Word and PowerPoint.<strong></strong></span></li></ul>Mon, 22 Jan 2024 18:41:09 ZLos Angeles, CA1379https://jobs.crelate.com/portal/verticalcareers/job/9hst9zr7maczbin4gx6othdxychttps://jobs.crelate.com/portal/verticalcareers/job/9hst9zr7maczbin4gx6othdxycFeaturedCPAAccountingManagerAnalystSenior Manager Performance Reporting for large reputable Financial Services firm in DTLA<p style="font-size:15px;"><span style="color:#000000;"><strong>Senior Manager Performance Reporting</strong></span></p><p style="font-size:15px;"><span style="color:#000000;">Our client is a large reputable Financial Services firm with over $100B AUM located in Downtown Los Angeles |DTLA]. They foster a healthy work-life balance with great internal progression and excellent benefits. They are seeking an Experience and Dynamic <strong>Senior&nbsp;</strong></span><span style="color:#000000;"><strong>Manager Per</strong><strong>formance Reporting</strong></span><span style="color:#000000;"> who will be joining their team.</span></p><p style="font-size:15px;"><span style="color:#000000;"><strong>Summary:</strong></span></p><p style="color:#222222;font-size:small;"><span style="color:#4a4a4a;font-size:1.2em;">The position of<strong> Senior Manager for the Reporting &amp; Performance Team</strong> works closely with the Performance leadership team, focusing on providing support for the team across all functions related to performance measurement, GIPS, attribution, and index.</span><span style="color:#4a4a4a;font-size:10.5pt;"><br /></span></p><p style="color:#494949;font-size:15px;"><span style="color:#000000;"><strong>Responsibilities:</strong></span><span style="color:#000000;"><br /></span></p><ul><li><span style="color:#000000;">Calculate and review performance reporting, which includes Time-Weighted Return (TWR), Internal Rate of Return (IRR), investment multiples, and performance risk metrics.</span></li><li><span style="color:#000000;">Ensure adherence to performance calculation and reporting best practices, including GIPS principles.</span></li><li><span style="color:#000000;">Analyze portfolio level accounting data and translate into expected performance impacts.</span></li><li><span style="color:#000000;">Produce contribution and attribution reports, then identify and resolve any outliers stemming from data issues.</span></li><li><span style="color:#000000;">Support Request for Proposals (RFP) and Due Diligence Questionnaires (DDQ) process by aggregating portfolio and composite level data and calculate various performance metrics.</span></li><li><span style="color:#000000;">Support existing team on product related scheduled reports and ad-hoc requests.</span></li><li><span style="color:#000000;">Support onboarding of new index as well as maintain current index infrastructure.</span></li><li><span style="color:#000000;">Ensure composite performance calculations and annual verification adhere to GIPS requirements.</span></li><li><span style="color:#000000;">Participate in projects/initiatives as needed such as GIPS third party verification, system transition, review process automation, etc.</span></li></ul><p style="color:#494949;font-size:15px;"><span style="color:#000000;"><strong>Business Analysis</strong></span></p><ul><li><span style="color:#000000;">Document business, functional, and technical requirements.</span></li><li><span style="color:#000000;">Gather, document, analyze and draw conclusions regarding complex data and information.</span></li><li><span style="color:#000000;">Define, coordinate, facilitate and/or execute user acceptance tests against business requirements.</span></li><li><span style="color:#000000;">Document, test results and develop remediation plans with IT to address unmet business requirements.</span></li><li><span style="color:#000000;">Document current state ("as is") and future state ("to be") processes, systems flows, and data flows.</span></li><li><span style="color:#000000;">Formulate, define, and implement improvements to business processes and operations.</span></li></ul><p style="color:#494949;font-size:15px;"><span style="color:#000000;"><strong>Qualifications:</strong></span></p><ul><li><span style="font-size:1em;color:#000000;">Minimum 6-8 years&rsquo; experience with a mix of accounting, operations, and/or investment performance experience within the financial services industry, preferably in the investment management industry.</span></li><li><span style="font-size:1em;color:#000000;">Solid knowledge of Fixed Income and Equity securities.</span></li><li><span style="font-size:1em;color:#000000;">Track record in investment performance analysis, business analysis, or process improvement.</span></li><li><span style="font-size:1em;color:#000000;">Understanding of accounting and investment performance reporting is a plus.</span></li><li><span style="font-size:1em;color:#000000;">Solid analytical skills and ability to understand and resolve complex problems.</span></li><li><span style="font-size:1em;color:#000000;">Proficiency in Microsoft Suites. Geneva accounting experience, Bloomberg, and FactSet.</span></li><li><span style="font-size:1em;color:#000000;">Experience utilizing SQL and data visualization tools (e.g., Power BI) to create standardized reports or dashboards is beneficial. Familiarity with Python would be a plus.</span></li><li><span style="font-size:1em;color:#000000;">Comfortable working with Portfolio Managers, prospects and clients to understand and define reporting requirements</span><br /></li></ul>Mon, 22 Jan 2024 18:41:01 ZLos Angeles, CA1380https://jobs.crelate.com/portal/verticalcareers/job/7zp1bkg4ap83gq1t7xhiy1m3qehttps://jobs.crelate.com/portal/verticalcareers/job/7zp1bkg4ap83gq1t7xhiy1m3qeFeaturedLos AngelesSr. Financial AnalystFinancial ServicesFinancial AnalystAccountingSan Gabriel ValleyCorporate FinanceFP&AFinanceSenior FP&A/Financial Analyst II [Hybrid Sch'l] for large publicly traded Financial Services institution<p style="color:#666666;font-size:14px;"><strong><span style="color:#000000;font-family:Tahoma, Geneva, sans-serif;font-size:1.2em;">Senior OR Financial Analyst / FP&amp;A&nbsp;</span></strong><strong></strong></p><p style="color:#666666;font-size:14px;"><span style="color:#f79646;font-family:Tahoma, Geneva, sans-serif;font-size:1.2em;"><em>Level/Title depends on experience and qualification</em></span></p><p style="color:#666666;font-size:14px;"><span style="color:#548dd4;font-size:1.2em;">Our client is a large reputable and leading Financial Services institution located in the San Gabriel Valley area offering excellent Benefits, 401K, Employee Stock Purchase Plan, Major Holidays and abundant of PTO. Flexible Hybrid 3 on/ 2 off Work Schedule.</span><span style="color:#000000;font-size:1.2em;"></span></p><p style="color:#666666;font-size:14px;"><span style="color:#000000;font-family:Tahoma, Geneva, sans-serif;font-size:1.2em;"><strong>Summary:</strong></span></p><p style="font-size:14px;"><span style="color:#000000;font-family:Tahoma, Geneva, sans-serif;font-size:1.2em;">Financial Planning &amp; Analysis (FP&amp;A) Department drives the Company&rsquo;s annual planning and budgeting cycle and is central to company&rsquo;s executive management reporting, financial forecasts, profitability assessment, and incentive plan performance reporting activities.</span></p><p style="color:#666666;font-size:14px;"><span style="color:#000000;font-family:Tahoma, Geneva, sans-serif;font-size:1.2em;"><strong>Responsibilities:</strong></span></p><ul><li><span style="color:#262626;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">Perform data mining and apply analytics to reconcile large volume data from various operating systems</span></li><li><span style="color:#262626;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">Drive research, data mining and model validation efforts pertaining to departmental budgets and profitability application</span></li><li><span style="color:#262626;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">Execution of day-to-day financial planning and reporting activities, including, but not limited to, executive management reporting, financial budgets &amp; forecasts, profitability assessment, branch and commercial lender performance scorecards, and P&amp;L reforecasting</span></li><li><span style="color:#262626;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">Analysis of operational and financial data to identify trends and drivers; summarize conclusions and implications of analysis</span></li><li><span style="color:#262626;">In charge of the business segment and MD&amp;A portion of the company&rsquo;s quarterly SEC reporting</span></li><li><span style="color:#262626;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">Coordinate with business units to aggregate and analyze data to complete ad-hoc inquiries on timely basis</span></li><li><span style="color:#262626;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">Assist in the preparation of clear and concise presentation materials for Senior Management</span></li><li><span style="color:#262626;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">Contribute in the creation of an annual budget and quarterly financial forecast for the</span><span style="color:#000000;font-family:Tahoma, Geneva, sans-serif;font-size:1em;"> Company through strategic mathematical/financial modeling and target-setting processes</span></li></ul><p style="color:#666666;font-size:14px;"><span style="color:#000000;font-family:Tahoma, Geneva, sans-serif;font-size:1.2em;"><strong>Qualifications:</strong></span></p><ul><li><span style="color:#000000;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">Bachelor&rsquo;s Degree in finance, accounting, or equivalent majors; MBA and/or CPA a plus</span></li><li><span style="color:#000000;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">3+ years of experience in corporate FP&amp;A and/or accounting preferred</span></li><li><span style="color:#000000;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">Experience with Oracle, Hyperion planning budgeting system preferred</span></li><li><span style="color:#000000;">SEC reporting experience and SQL skills are a plus</span></li><li><span style="color:#000000;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">Strong math, analytical and problem solving skills</span></li><li><span style="color:#000000;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">Proficient in Excel and Microsoft Office suite</span></li><li><span style="color:#000000;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">Strong sense of ownership and be able to deliver results within tight deadlines</span></li><li><span style="color:#000000;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">Excellent interpersonal and communication abilities</span></li><li><span style="color:#000000;font-family:Tahoma, Geneva, sans-serif;font-size:1em;">Strong team player and be able to thrive in a collaborative team environment</span></li></ul>Mon, 22 Jan 2024 18:40:21 ZPasadena, CA1043https://jobs.crelate.com/portal/verticalcareers/job/ssibjm1xghzqf4jebd4w4bfg1rhttps://jobs.crelate.com/portal/verticalcareers/job/ssibjm1xghzqf4jebd4w4bfg1rFeaturedCPGProduct DevelopmentMarketingProject ManagerRetaileCommerceCoordinatorAdministrative AssistantJr.Administrative Assistant/Project Coordinator for a for a growing CPG/Consumer Product Goods wholesale/distributor/eCommerce company<p><strong>Job Description:</strong></p><p>The Jr. Administrative Assistant (with a focus on Project Coordination) will be required to support and&nbsp;coordinate all administrative tasks within our product development cycle and support Product/Project Managers&nbsp;to ensure we hit all timelines and target set dates with our retail partners. You will provide daily support to the&nbsp;team by working with factories overseas and handling data within all aspects of product development when it&nbsp;comes to product costing, bill of materials, testing etc., having a positive attitude and attention to detail are a&nbsp;must.</p><p>This is a great opportunity to be part of a euthanasic team where you will be part of the entire product&nbsp;development life cycle from concept to mass production while collaborating with Designers, Engineers,&nbsp;Marketing teams, Planners and others.</p><p><strong>Specific Duties and Responsibilities:</strong></p><ul><li>Support Product Managers in ensuring projects are completed within the required timeframes</li><li>Support Product Managers in reviewing and evaluating products to ensure they are in line with design concept drawings, packaging, and communications briefs</li><li>Support Product Managers in factory negotiations on pricing &amp;amp; sampling</li><li>Support Product Manager to move each item through all steps of our design and manufacturing process, from initial spec to launch stage project schedules, product costs and testing in addition managing the products Lifecycle in BaseCamp, MMB and other project tracking tools</li><li>Responsible for all samples shipment/tracking from concept to final production between factory, licensor and the company</li><li>Responsible for product testing and working with overseas laboratories</li><li>Simultaneously manage multiple projects and brands</li><li>Intermediate skills in Microsoft Access, Excel, Word, PowerPoint and Outlook</li><li>&nbsp;Ability to work independently (self-motivated)</li></ul><p><strong>Preferred Skills &amp;amp; Experience:</strong></p><ul><li>1-3 years within consumer products is a plus</li><li>1-3 years within product development is a plus</li><li>Knowledge of working within toy (plush discipline preferred), entertainment, or other pop culture&nbsp;industry</li><li>Ability to adapt to and manage changing priorities independently in a fast-paced environment</li><li>Ability to manage multiple projects simultaneously with superior attention to detail</li><li>Experience in working with Chinese based manufacturers; knowledgeable in manufacturing process&nbsp;such as plush and plastics</li><li>Proven ability to do whatever it takes to get the job done while taking initiative and pushing projects&nbsp;forward under tight deadlines</li><li>Bachelor&rsquo;s degree required in Business, Product Development or related Discipline</li><li>Motivated by challenges and possesses a robust sense of curiosity</li></ul>Mon, 22 Jan 2024 18:38:43 ZOntario, CA1395https://jobs.crelate.com/portal/verticalcareers/job/59zpm14rtfqjg71oyu57qittsrhttps://jobs.crelate.com/portal/verticalcareers/job/59zpm14rtfqjg71oyu57qittsrFeaturedSales & MarketingChinese | MandarinSales ManagerRetailBilingualFood & BeverageSr./Sales Manager [Korean] for large Food Production| Distribution| Manufacturing Company<p><strong><span style="text-decoration:underline;">Sales Manager</span></strong></p><p><strong><span style="color:#e36c09;"><em>Open to Hybrid work arrangement&nbsp;post onboarding/training period</em></span></strong></p><p><strong>Description:</strong></p><p>An established food manufacturer expands business in the United States and is currently looking&nbsp;for an experienced, driven and dynamic Sales Manager to join the Sales and Marketing&nbsp;Department. The incumbent will be responsible for maintaining sales and managing various&nbsp;activities within the department.</p><p><strong>Major Responsibilities:</strong></p><ul><li>Partner with the VP, peers, brokers, and distributor network to develop, implement, and drive our sales strategy targeting the Asian Ethnic food channel, including retailers, wholesalers, and restaurants.</li><li>Achieve budgeted revenues and team sales goals, maximizing profitability. Participate in the preparation of the annual departmental operating budget, marketing plan, business plan.</li><li>Manage day-to-day sales activities, developing new accounts, maintaining existing accounts, and implementing sales strategies outlined by the VP of Sales and Marketing and CEO.</li><li>Develop and execute distribution targets and promotion plans that follow company guidelines, managing customer sales forecasts, distribution targets, profitability, and trade spend targets.</li><li>Build strong and credible relationships with existing customers and channels through customer meetings, site visits, etc., to meet sales projections set by the Company.</li><li>Assist the VP of Sales and Marketing and CEO in producing monthly reports and sales forecasts to analyze current/potential market and sales trends. Coordinate activities to increase revenue and market share, monitoring performance to ensure actual sales meet or exceed established revenue plans.</li><li>Facilitate cross-department collaborations with R&amp;D, Production, Quality, and other relevant departments to drive product development and enhance product quality based on customer and consumer feedback.</li><li>Update R&amp;D team on a variety of food trends to create new SKUs and improve existing recipes.</li><li>Being a key member of weekly/monthly sensory tasting to provide instant feedback on product quality.</li><li>Participate in nation-wide food shows to approach business opportunities with prospects.</li><li>Assist VP of Sales and Marketing to implement new sales initiatives.</li><li>Oversee hiring, training, coaching, and disciplinary actions of department staff and/or contract staff.</li><li>Perform other tasks as assigned.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Bachelor's degree preferred&nbsp;</li><li><strong>Proficiency in Korean language is needed</strong></li><li>Proficiency with Mandarin language is preferred</li><li>Minimum 6-10 years experience with proven track record of leadership in a sales organization/business unit in the food industry</li><li>Working knowledge of sales cycles according to customer types, i.e., retailers, wholesalers, food services, etc.<strong> Prior experience with Asian Ethnic retailers and wholesaler preferred</strong></li><li>Self-driven and proactive with excellent presentation, written, and verbal communication skills.</li><li>Ability to create and deliver presentations to clients regularly, close accounts, and manage an annual sales budget of at least $20 million.</li><li>Excellent presentation, written and verbal communication skills</li><li>Ability to organize and prioritize in a fast paced environment</li><li>Ability and willingness to travel throughout assigned sales territory domestically and/or internationally as needed</li><li>Valid driver's license and clean driving record</li><li>Proficient in Google Apps, MS Office Suite, etc</li></ul>Wed, 20 Dec 2023 16:47:18 ZChatsworth, CA1362https://jobs.crelate.com/portal/verticalcareers/job/jdhf87yjhmca616x87m5kwerhohttps://jobs.crelate.com/portal/verticalcareers/job/jdhf87yjhmca616x87m5kwerhoFeaturedSouth BayStaff AccountantPayrollAP|ARIT | Information TechnologyManufacturingAccountingComponents|Electronics|High TechStaff Accountant for growing manufacturing company<p><strong><span style="text-decoration:underline;">Staff Accountant</span></strong></p><p><strong>Work Schedule:&nbsp;</strong><span style="color:#222222;font-size:small;">Onsite w/ strong potential for hybrid down the road</span><strong></strong></p><p style="color:#000000;"><strong>Summary:</strong></p><p style="color:#000000;">Our client is a growing manufacturing company. They are seeking a drive and motivated Staff Accountant to join corporate accounting. The Staff Accountant will assist Controller with month end closing and accounting related duties including AP &amp; AR, payroll, journal entry preparation, bank reconciliation and audit support.<em></em></p><p style="color:#000000;"><strong>Job Responsibilities:</strong></p><p style="color:#000000;"><strong><span style="color:#555555;">Accounting</span></strong></p><ul><li>Review all vendor invoices for appropriate documentation and approval prior to payment</li><li>Manage purchase orders and enter invoices into the accounting system (MS Dynamics/Great Plains, Netsuite, MAS 300/500, Sage or similar ERP Systems)</li><li>Prepare and process accounts payable checks, eChecks, and wires</li><li>Reconcile vendor and customer statements, 3-way matching</li><li>Complete AP and AR month-end and year-end close and account analysis<strong><span style="color:#555555;"></span></strong></li><li>Create and maintain account reconciliation schedules and analysis of the accounts</li><li>Submit journal entries for approval, including payroll, insurances, month-end accruals and deferrals</li><li>Prepare bank reconciliations</li><li>Understand and maintain knowledge of general accounting principles, payables practices and general ledger and accounting terms</li><li>Maintain files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices.</li></ul><p style="color:#000000;"><strong><span style="color:#555555;">Payroll</span></strong></p><ul><li>Ensure all payroll transactions are processed accurately and timely for all entities. Maintain all employee files with 100% accuracy, process payroll and human resources changes such as new hires, address changes, rate changes, tax changes, garnishments, benefit deductions, status changes etc. Maintain 100% accuracy for all employee vacation/sick time accrual.</li></ul><p style="color:#000000;"><strong><span style="color:#555555;">Other Duties</span></strong></p><ul><li>Support audits and prepare ad hoc analysis, reports and projections.</li></ul><p style="color:#000000;"><strong>Requirements/Skills:</strong> </p><ul><li>Bachelor&rsquo;s degree in accounting or related field, or completed certification program in accounting principles.</li><li>Solid computer skills; strong Microsoft Office skills (Excel, Word and Outlook)</li><li>Experience with Tier 2 ERP Systems <strong></strong></li><li>Self-starter, with good energy and strong work ethic</li><li>Eagerness to learn and adapt</li><li>Strong planning, organization, problem-solving and analytical skills</li><li>Good verbal and written communication skills</li></ul>Wed, 20 Dec 2023 16:45:47 ZTorrance, CA1279https://jobs.crelate.com/portal/verticalcareers/job/51833s6mwfsjdbm1sf8ry5fj1rhttps://jobs.crelate.com/portal/verticalcareers/job/51833s6mwfsjdbm1sf8ry5fj1rFeaturedPublic AccountingGAAP | GAASAccountingTax AccountingOrange CountySr. Tax AccountantSAPERP Systems ImplementationSr. Tax Accountant for a growing Accounting Firm in Orange County<p style="font-size:14px;"><strong><span style="text-decoration:underline;font-family:Arial, Helvetica, sans-serif;">Senior Accountant in Tax and Accounting</span></strong></p><p style="font-size:14px;"><span style="font-family:Arial, Helvetica, sans-serif;"><strong>Responsibilities:</strong></span></p><ul><li><span style="font-family:Arial, Helvetica, sans-serif;">Review of Staff's works</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Ongoing Staff training</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Provide direct consultation to Clients</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Engage in client training and education</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Work directly with Partners as needed</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Periodically engage in due diligence and agreed-upon procedure projects</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Perform all jobs described under Staff accountant position</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Travel: Less than 10%</span></li></ul><p style="font-size:14px;"><span style="font-family:Arial, Helvetica, sans-serif;"><strong>Qualifications:</strong></span></p><ul><li><span style="font-family:Arial, Helvetica, sans-serif;">Bachelor&rsquo;s Degree in Accounting, Economics, Finance preferred</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Minimum 3-4 years of Public Accounting experience preferred</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Must be highly proficient with Lacerte &amp; QuickBooks</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Solid GAAP &amp; Tax knowledge</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Exposure to ERP system is preferred (SAP, GP, NetSuite, etc.)</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Ability to prioritize and meet deadlines for multiple projects</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Must be able to work under minimum supervision</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Highly proficient in Microsoft Office Suite (word and excel)</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Attention to detail and accuracy</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Solid interpersonal/communication skills</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Must be eligible to work in the U.S.</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Must be able to work overtime during the busy season and as needed</span></li><li><span style="font-family:Arial, Helvetica, sans-serif;">Bi-lingual preferred (English and Korean)</span></li></ul>Thu, 07 Dec 2023 05:22:36 ZGarden Grove, CA868https://jobs.crelate.com/portal/verticalcareers/job/bcxf4y5bej6js9h5cehsuzgkgohttps://jobs.crelate.com/portal/verticalcareers/job/bcxf4y5bej6js9h5cehsuzgkgoFeaturedAuditFinanceAccountingSenior Auditor for a growing Accounting Firm in Orange County<p style="font-size:14px;"><strong>Senior Auditor in Audit &amp; Assurance (A&amp;A)</strong></p><p style="font-size:14px;"><strong>Job Description:</strong></p><ul><li>Planning and designing attestation and other special project procedures obtaining, analyzing, and evaluating evidentiary data. (Audit, Review, Compilation, and Agreed Upon Procedures)</li><li>Review and prepare working papers that record and summarize data on the assigned engagement</li><li>Review reported audit findings and makes recommendations for the correction of unsatisfactory conditions, improvements in operations, and reductions in cost</li><li>Draft financial statements in accordance with US GAAP</li><li>Performs other duties as may be assigned at the request of management</li><li>Travel: Less than 20%</li></ul><p style="font-size:14px;"><strong>Qualifications:</strong></p><ul><li>Intermediate knowledge of generally accepted accounting principles and procedures</li><li>Proficiency in Microsoft Excel and Word</li><li>Strong verbal and written communication skills</li><li>Ability to successfully perform the job duties by the due date</li><li>Ability to manage various projects independently and within a group environment</li><li>Bi-lingual preferred (English and Korean)</li><li>1~3 years of experience as an Auditor</li><li>Bachelor&rsquo;s Degree in Accounting or Business</li><li>Legally able to work in the U.S.</li></ul>Thu, 07 Dec 2023 05:22:29 ZGarden Grove, CA917https://jobs.crelate.com/portal/verticalcareers/job/4sr181gp13h9jf9icnwb4fcfrohttps://jobs.crelate.com/portal/verticalcareers/job/4sr181gp13h9jf9icnwb4fcfroFeaturedAccountingTreasuryaccountantTreasury Accountant for a leading multi-brand restaurant franchising company<p style="color:#4a5568;font-size:15px;"><span style="color:#000000;"><strong>Treasury Accountant</strong></span></p><p style="color:#4a5568;font-size:15px;"><span style="color:#000000;">Our client is a </span><span style="color:#4a5568;"><span style="color:#000000;">leading multi-brand restaurant franchising company </span></span><span style="color:#000000;">based in Beverly Hills, CA. They are actively looking for a <strong>Treasury Accountant</strong> will join their team.</span></p><p style="color:#4a5568;font-size:15px;"><span style="color:#000000;"><strong>Summary:</strong></span></p><p><span style="font-size:15px;"><span style="color:#000000;">The Treasury Accountant provides support to the company by providing various treasury functions. The Treasury Accountant will work with the Treasury Manager to perform day-to-day activities to help the company meet its financial obligations.</span><span style="color:#000000;"></span><span style="color:#000000;"></span></span></p><p><span style="font-size:15px;"><span style="color:#000000;"><strong>Responsibilities:</strong></span></span><span style="font-size:15px;"></span></p><ul><li><span style="color:#000000;">Run and distribute daily bank reports.</span></li><li><span style="color:#000000;">Review daily bank activity and record daily cash entries for the UMB bank account.</span></li><li><span style="color:#000000;">Monitor and reconcile sweep activity for securitizations to ensure proper recording.</span></li><li><span style="color:#000000;">Interact and follow up with Accounts Receivable regarding deposits and sweep activity.</span></li><li><span style="color:#000000;">Review and reconcile monthly cumulative sweep reports to bank activity.</span></li><li><span style="color:#000000;">Assist in the preparation of monthly and quarterly securitization reports.</span></li><li><span style="color:#000000;">Prepare various weekly cash analysis reports for distribution.</span></li><li><span style="color:#000000;">Make deposits and maintain deposit logs.</span></li><li><span style="color:#000000;">Upload ACH&rsquo;s and positive pay files to the banking system.</span></li><li><span style="color:#000000;">Prepare daily cash reports as a backup to Treasury Manager.</span></li><li><span style="color:#000000;">Download and maintain monthly bank statements.</span></li><li><span style="color:#000000;">Run various bank reports as needed.</span></li><li><span style="color:#000000;">Preparation of wire forms and wire log.</span></li><li><span style="color:#000000;">Research bank systems and/or accounting systems to obtain treasury-related information related to audits or other inquiries.</span></li><li><span style="color:#000000;">Complete special projects as assigned.</span></li><li><span style="color:#000000;">Assist the accounting department as needed.</span></li><li><span style="color:#000000;">Assist Treasury Manager with other responsibilities as needed.</span></li></ul><p><strong>Qualifications:</strong><span style="font-size:15px;"></span></p><ul><li><span style="color:#000000;">Bachelor&rsquo;s Degree in accounting or related degree.</span></li><li><span style="color:#000000;">3 to 5 years of accounting experience including an overall understanding of the flow of transactions and how entries are booked for cash and other transactions.</span></li><li><span style="color:#000000;">Intermediate Excel skills</span></li><li><span style="color:#000000;">Experience in treasury/cash management preferred.</span></li><li><span style="color:#000000;">Ability to reconcile bank transactions.</span></li><li><span style="color:#000000;">Experience using accounting systems.</span></li><li><span style="color:#000000;">Experience working with bank platforms preferred.</span></li><li><span style="color:#000000;">High attention to detail and accuracy.</span></li><li><span style="color:#000000;">Demonstrates ability to meet daily deadlines and effectively prioritize work within time constraints.</span></li><li><span style="color:#000000;">Ability to communicate effectively and work as a team.</span></li><li><span style="color:#000000;">Takes initiative.</span></li><li><span style="color:#000000;">Self-motivated.</span></li><li><span style="color:#000000;">Ability to take constructive criticism and act based on feedback.</span></li><li><span style="color:#000000;">A pleasant attitude</span></li></ul><span style="color:#000000;"></span><p>&nbsp;</p>Thu, 07 Dec 2023 05:22:12 ZBeverly Hills, CA1358https://jobs.crelate.com/portal/verticalcareers/job/tb6u73d3c3f8uyj4zadcowhwfrhttps://jobs.crelate.com/portal/verticalcareers/job/tb6u73d3c3f8uyj4zadcowhwfrFeaturedOrange CountyCPA|CIAAudit ManagerPublic AccountingCPA FirmAudit Manager with great growth potential for Local/Regional CPA firm<p><span style="color:#171717;">Audit Manager</span></p><span style="color:#555555;font-size:15px;">Our client is a well established CPA firm located on Orange County with a diverse portfolio of clients in various industries including but not limited to: Manufacturing, Distribution, Construction/Real Estate, Non-Profit. They are on Hybrid work schedule with the exception of Busy Season (January to April) where it's required to be fully onsite. </span><p><br /><span></span><span><span>They are seeking an experienced Manager in the Audit department to coach and mentor a small team. The Audit department is a highly driven team, who are passionate about servicing our middle market clients. The Audit department enjoys building trusting and lasting relationships with our clients from a variety of industries including Manufacturing and Distribution, Construction, Municipalities, Agriculture, Real Estate, Dealerships and Not-for-profit organizations.</span></span></p><p><span><span>The Audit Manager role will have also have the opportunity to bring immediate impact on team building and process improvement and transformation.</span></span></p><p><span><span><strong>Responsibilities:</strong></span></span></p><ul><li><span><span>Managing department resources to ensure tasks and engagements are being completed on a timely and accurate basis.</span></span></li><li><span><span>Develop and grow staff to their best potential.</span></span></li><li><span><span>Maintain and expand client relationships.</span></span></li><li><span><span>Plan and supervise field engagements, including financial statement audits, reviews, and various consulting engagements.</span></span></li><li><span><span>Research and provide technical guidance on complex accounting areas or new pronouncements.</span></span><br /></li></ul><p style="color:inherit;"><strong><strong><span><span>Qualifications:</span></span></strong></strong></p><ul><li><span><span>Certified Public Accountant (CPA) license required.</span></span></li><li><span><span>Bachelor&rsquo;s degree in Accounting, Business Administration, Finance or related field.</span></span></li><li><span><span>6+ Public Accounting experience, including management of assurance engagements.</span></span></li><li><span><span>1+ years of experiences in a Manager role, managing, supervising and training staff.</span></span></li><li><span><span>Excellent interpersonal and communication skills.</span></span></li><li><span><span>Technically proficient in broad based areas of accounting and audit.</span></span></li><li><span><span>Highly motivated and self-driven, passionate about providing quality services.</span></span></li></ul><p>&nbsp;</p><p>&nbsp;</p><p>&nbsp;</p><p>&nbsp;</p><p>&nbsp;</p><p>&nbsp;</p>Thu, 07 Dec 2023 05:21:57 ZAnaheim, CA1298https://jobs.crelate.com/portal/verticalcareers/job/19begbzqg7js9owiot4foicburhttps://jobs.crelate.com/portal/verticalcareers/job/19begbzqg7js9owiot4foicburFeaturedBusiness ManagementStaff AccountantAccountingSenior Staff Accountant for a Growing Top Business Management Firm in the U.S<p style="font-size:15px;"><span style="color:#000000;"><strong>Senior Staff Accountant</strong></span></p><p style="font-size:15px;"><span style="color:#000000;">Our client is the top business management firm in the U.S. They help the world's leading entertainers succeed financially through a full-service approach. A fast-growing professional</span><span style="color:#000000;"><span style="color:#000000;">services organization seeks a <strong>Senior Staff Accountant</strong> to join their dynamic team.</span></span></p><p style="font-size:15px;"><span style="color:#000000;"><strong>Responsibilities:</strong></span></p><span style="font-size:15px;"><ul><li><span style="color:#000000;">Work with Partners, Managers, Account Executives, and Assistant Account Executives on tour client accounts</span></li><li><span style="color:#000000;">Request tour itineraries and show contracts and forward those items to appropriate Insurance Brokers and Foreign Accountants</span></li><li><span style="color:#000000;">File all tour documents in g-drive including itineraries, show contracts, budgets, etc.</span></li><li><span style="color:#000000;">Create and/or review tour budgets, complete state tax mitigation applications, complete foreign tax mitigation applications in certain territories</span></li><li><span style="color:#000000;">Correspond and work with Foreign Accountants to ensure they have all required paperwork and information to file the tax mitigation applications in certain territories</span></li><li><span style="color:#000000;">Prepare application Form 8802 and Form 8821 requesting Form 6166 and a letter of US residency certificate, prepare Form CA590 when applicable, prepare required Canadian forms when applicable</span></li><li><span style="color:#000000;">Prepare CWA budget, end of tour reporting, and provide required information to tax department when applicable</span></li><li><span style="color:#000000;">Ensure insurance certificates are provided by our insurance brokers to the various vendors/promoters</span></li><li><span style="color:#000000;">Review vendor contracts and any changes requested by Insurance and Legal Professionals and ensure changes are completed with vendors</span></li><li><span style="color:#000000;">Record show settlements in Datafaction system</span></li><li><span style="color:#000000;">Review and reconcile show settlements</span></li><li><span style="color:#000000;">Correspond via e-mail or telephone with agents or tax offices regarding missing tax certificates</span></li><li><span style="color:#000000;">Prepare budget vs. actual and research discrepancies</span></li><li><span style="color:#000000;font-size:1em;">Communicate with the client's team including Managers, Tour staff, Agents, etc.</span></li></ul><p><span style="color:#000000;"><strong>Qualifications:</strong></span></p><ul><li><span style="color:#000000;">High School Diploma</span></li><li><span style="color:#000000;">Bachelor&rsquo;s Degree preferred</span></li><li><span style="color:#000000;">Prior bookkeeping experience is helpful</span></li><li><span style="color:#000000;">Prior tour experience is helpful</span></li><li><span style="color:#000000;">Oral and written Communication Skills</span></li><li><span style="color:#000000;">Professionalism</span></li><li><span style="color:#000000;">Time management</span></li><li><span style="color:#000000;">Organizational skills</span></li><li><span style="color:#000000;">Math aptitude</span><br /></li></ul></span>Thu, 07 Dec 2023 05:20:26 ZNashville, TN1331https://jobs.crelate.com/portal/verticalcareers/job/ei967b86g9usbu3j96cxioxq6rhttps://jobs.crelate.com/portal/verticalcareers/job/ei967b86g9usbu3j96cxioxq6rFeaturedLos AngelesProfessional ServicesSr. Accounting AnalystFinanceSr. Financial AnalystSr. Business AnalystSenior Quantitative AnalystSenior Quantitative Analyst/ Sr. Financial Analyst for a Global Professional Services Firm<p style="color:#555555;font-size:15px;"><span style="color:#000000;"><strong>Senior Quantitative Analyst [Sr. Financial Analyst]</strong></span></p><p style="color:#555555;font-size:15px;"><span style="color:#000000;">Our Client, a $3B+ global professional services firm located in DTLA. They are stable and continuing to hire despite the impact of COVID19; however, will be a lot more selective so PLEASE MAKE SURE YOU HAVE THE REQUIREMENTS PRIOR TO APPLYING.</span></p><p style="color:#555555;font-size:15px;"><span style="color:#000000;"><strong>SUMMARY:</strong></span></p><p style="color:#555555;font-size:15px;"><span style="color:#000000;">The company offers a generous total compensation package. Bonuses are awarded in recognition of individual and firm performance. Benefits include healthcare, life and disability insurance, flex spending accounts, a 401k plan, etc.,10 paid holidays, and a PTO program that accrues 20+ days during the first year of employment and grows with tenure.</span></p><p style="font-size:15px;"><span style="color:#000000;font-size:1em;">As a Senior Quantitative Analyst at firm, financial models include but are not limited to proforma capitalizations, liquidation waterfalls, merger consideration spreadsheets, voting models, and IPO S-1 models. You will also be responsible for developing and maintaining training materials as well as mentoring and training our team of analysts and associates so they can provide modeling assistance as the need arises, while accomplishing these and other critical functions:</span></p><span style="font-size:15px;"><ul><li><span style="color:#000000;">Engaging with Attorney deal teams on transactions which require financial modeling support, including proforma capitalizations, liquidation waterfalls, merger consideration spreadsheets, voting models, and IPO S-1 models</span></li><li><span style="color:#000000;">Advising the internal deal team using the knowledge gained from this analysis, answering any questions that may arise regarding the data and/or analytical methods, and assumptions used to build the work product</span></li><li><span style="color:#000000;font-size:1em;">Producing client-ready financial models and effectively communicating analysis and work product to the Partners and Associates on the transaction as well as to the external clients, on an as-needed basis</span></li><li><span style="color:#000000;">Maintaining detailed records documenting procedures, methodologies, and sources of information employed while performing analytical tasks</span></li><li><span style="color:#000000;">Ensuring timely delivery of accurate and professional work product</span></li><li><span style="color:#000000;">Participating in learning education classes related to quantitative analysis work.</span></li><li><span style="color:#000000;">Developing and maintaining training materials such as reference guides, training presentations, library of training exercises, and tip sheets; training, mentoring, and coaching junior analysts on this work stream</span></li><li><span style="color:#000000;">Maintaining professional image within the Finance and Accounting department and project the same image to those outside the department</span></li><li><span style="color:#000000;">Promoting effective work practices, working as a team member, and showing respect for co-workers</span></li><li><span style="color:#000000;">Helping recruit, develop, and mentor other analysts</span><br /></li></ul><p><span style="color:#000000;">As a Senior Quantitative Analyst, the successful Senior Analyst will possess excellent leadership skills including: organizing, planning, problem-solving and decision-making, displaying the ability to lead large, long-term, and complex projects from inception to completion and the ability to develop alternative solutions to meet goals. The Senior Analyst will also maintain flexibility with respect to assigned tasks due to changing deadlines, changing deliverables and changing task priorities. Excellent analytical skills are desired, as well as the ability to work independently to research, analyze, and develop financial information. The ideal Senior Analyst must display the ability to draw conclusions from analysis, make recommendations to management, and display the ability to learn and apply new skills quickly and effectively.</span></p><ul><li><span style="color:#000000;">Bachelor's degree in Finance, Business Administration, Economics, or a related field is required.</span></li><li><span style="color:#000000;">Financial / industry qualification (CFA) is desired.</span></li><li><span style="color:#000000;">5+ years of related analytical experience at a professional services organization in corporate finance, consulting, investment banking (iBanking) or Mergers &amp; Acquisitions (M&amp;A), as well as experience working on ad-hoc requests and projects in a fast-paced, deadline-driven environment is desired.</span></li><li><span style="color:#000000;">Proficiency with a PC environment and related software and proficiency with Microsoft Excel, PowerPoint, and Word is desired.</span></li></ul><p style="color:#000000;"><span style="color:#000000;"><strong>Please confirm if you have the following experience:</strong></span></p><span style="color:#500050;"><p><span style="color:#000000;">1. Do you have experience developing proforma capitalization models?</span><span style="color:#000000;"></span></p><p><span style="color:#000000;">2. Do you have experience with liquidation waterfalls?</span><span style="color:#000000;"></span></p><p><span style="color:#000000;">3.Do you have experience with merger considerations?</span></p><p><span style="color:#000000;">4. Do you have experience with IPO S-1 models?</span></p></span></span>Thu, 07 Dec 2023 05:20:04 ZLos Angeles, CA1170https://jobs.crelate.com/portal/verticalcareers/job/98f6cgubq5yyppyypa1sspoahahttps://jobs.crelate.com/portal/verticalcareers/job/98f6cgubq5yyppyypa1sspoahaFeaturedAccountingPublic AccountingManufacturingCPAControllerOrange CountyCost AccountingUS GAAPController for a stable and growing PE backed manufacturing company<p style="font-size:15px;"><span style="color:#000000;text-decoration:underline;"><strong>Controller</strong></span><span style="color:#000000;"><strong></strong></span></p><p style="font-size:15px;"><span style="color:#000000;">Our client is a stable growing PE backed manufacturing company located in North Orange County. They are looking for a dynamic Controller to join their team and will be&nbsp;</span>responsible for preparing the monthly accounts, trial balance, financial statements, and variance analysis. He/She will also play a major role in coordinating with external auditors and other special projects including FP&amp;A, Standard Costing, etc.&nbsp;</p><p><span style="color:#000000;"><strong>Responsibilities include:</strong></span></p><span style="font-size:15px;"><ul><li><span style="color:#000000;">To maintain accounting records and books in a fast-paced and rewarding environment; ensure monthly and quarterly books are closed within required deadlines.</span></li><li><span style="color:#000000;">Act as a key resource on special projects, external audits, and continuous process improvements in such areas as internal control environment, accounts receivable collection, cash flow management, etc.</span></li><li><span style="color:#000000;">Work closely with the CFO to prepare annual operating and capital budgets and interim forecasting, and compile and analyze variations in monthly/quarterly/annual financial statements.</span></li><li><span style="color:#000000;">Support CFO with the board of director meeting presentations and reporting.</span></li><li><span style="color:#000000;">Lead preparation of annual consolidated financial statements and disclosures in accordance with US GAAP</span></li><li><span style="color:#000000;">Assess current accounting operations, and offer recommendations for improvement and implement new policies, procedures, and internal controls.</span></li><li><span style="color:#000000;">Assist business performance planning, tracking, and reporting.</span></li><li><span style="color:#000000;">Prepare analysis and reconciliation of certain expense and balance sheet accounts.</span></li><li><span style="color:#000000;">Coordinates with warehouse manager to conduct regular and year-end physical inventory reconciliations.</span></li><li><span style="color:#000000;">Lead preparation of tax returns and ensure on-time payments.</span></li><li><span style="color:#000000;">Perform regular, detailed audits to ensure accuracy in financial documents, expenditures, and investments.</span></li><li><span style="color:#000000;">Assist in the preparation of audit work papers for year-end audits with outside auditors.</span></li><li><span style="color:#000000;">Ensure proper accounting treatment and adherence to internal policies and ensure compliance with any relevant statutory laws and financial and tax reporting requirements.</span></li></ul><p>&nbsp;</p><p><span style="color:#000000;"><strong>Qualifications:</strong></span></p><ul><li><span style="color:#000000;">Bachelor&rsquo;s Degree in Accounting or Finance, </span></li><li><span style="color:#000000;">Preferably someone who is a CPA or CMA </span></li><li><span style="color:#000000;">Must have a minimum of 4 solid years in a Manufacturing Environment</span></li><li><span style="color:#000000;">Must have 4 years working in public/private accounting or a combination of both </span></li><li><span style="color:#000000;">Required to have a Very-High aptitude for utilizing Microsoft Excel </span></li><li><span style="color:#000000;">Must have a strong technical knowledge of US GAAP</span></li><li><span style="color:#000000;">Preferably experienced in utilizing business intelligence platforms (Power BI)</span></li><li><span style="color:#000000;">Preferably with Cost Accounting experience in a Manufacturing Environment</span></li><li><span style="color:#000000;">Relevant accounting experience, preferably in the manufacturing sector with a strong understanding of ERP systems and associated processes</span></li><li><span style="color:#000000;">Excellent analytical skills and ability to work independently.</span></li><li><span style="color:#000000;">Ability to accurately prepare daily, weekly, monthly, quarterly, and annual reports.</span></li><li><span style="color:#000000;">Meticulous attention to detail with superb organizational skills, ability to effectively manage multiple priorities and meet tight deadlines.</span></li></ul></span>Tue, 31 Oct 2023 02:39:01 ZBrea, CA1386https://jobs.crelate.com/portal/verticalcareers/job/xg153unx47a67yrcnnttp83weyhttps://jobs.crelate.com/portal/verticalcareers/job/xg153unx47a67yrcnnttp83weyFeaturedDistribution/WholesaleInland EmpireSr. AccountantConsumer Products | CPGManufacturingSr. Accountant for stable and growing CPG Manufacturing company <p style="color:rgba(0, 0, 0, 0.9);"><strong>Senior Accountant (Corporate Accounting)</strong></p><p style="color:rgba(0, 0, 0, 0.9);">Our client is an established, stable and profitable Manufacturing company with a global presence and manufacturing facilities in Asia and North America. They are seeking a well rounded Sr. Accountant to join there Corporate Accounting team.&nbsp;</p><p style="color:rgba(0, 0, 0, 0.9);">The Senior Accountant is primarily responsible for overseeing the daily financial and accounting operations for their North American operations, along with leading and assisting in the improvement and maintenance of the quality of the financial close and forecasting results, and ad-hoc projects as needed.</p><p style="color:rgba(0, 0, 0, 0.9);"><strong>Scope of Responsibilities:</strong></p><ul><li>Support most aspects of general accounting, financial statements, month end close&nbsp;</li><li>Responsible for full G/L of Canada operations</li><li>Responsible for monthly Canada VAT filing and annual US Use Tax filing</li><li>Responsible for monthly global financial statement consolidation and reporting</li><li>Responsible for monthly foreign exchange gain/loss calculation</li><li>Managing all aspects of the general ledger</li><li>Assist in the preparation of financial statements in compliance with official guidelines and requirements</li><li>Manage journal entries, invoices etc. and reconcile accounts for the monthly or annual closing</li><li>Assist in the preparation of budgets or forecasts</li><li>Participate in preparation for the annual audit</li><li>Review the company&rsquo;s accounting information to identify and resolve inaccuracies or imbalances</li><li>Utilize accounting IT system to facilitate processes and maintain records</li><li>Providing monthly, quarterly and year-end analyses</li><li>Researching accounting issues for compliance with generally accepted accounting principles</li><li>Serving as a liaison to external auditors</li><li>Perform other tasks as delegated by the company from time to time</li></ul><p style="color:rgba(0, 0, 0, 0.9);"><strong>Qualifications:</strong></p><ul><li>Bachelor's degree in Accounting, Finance, or Business related field</li><li>Proven experience as Senior Accountant or other similar position</li><li>Solid knowledge of GAAP (Generally Accepted Accounting Principles) and regulations</li><li>Excellent knowledge of accounting and financial processes (budgeting, financial closure, reporting etc.)</li><li>Understanding standard cost calculation and cost accounting</li><li>Understanding of data analysis and forecasting</li><li>Working knowledge of MS Office (especially excel) and ERP software</li><li>Well-organized with ability to prioritize</li><li>Strong communication and interpersonal skills</li><li>High attention to detail and accuracy</li><li>Self-motivated, organized, with Problem-solving ability</li><li>Bilingual (Chinese) is a huge plus</li></ul>Thu, 12 Oct 2023 20:47:18 ZOntario, CA1251https://jobs.crelate.com/portal/verticalcareers/job/4j1ezzddrdncqyii9y4gn8xwyhhttps://jobs.crelate.com/portal/verticalcareers/job/4j1ezzddrdncqyii9y4gn8xwyhFeaturedAccounting AnalystAccountingFinanceSr. AnalystSan Fernando ValleyManufacturingConsumer Products | CPGSr. AccountantSr. Accountant/Operations Analyst for large global publicly traded Manufacturing Company<p><strong>Senior Accountant/Operations Analyst</strong> </p><p style="color:#505863;"><span style="color:#000000;">Our client is a leading global manufacturing company located in the San Fernando Valley area. They are seeking a strong Senior Accountant/Operations Analyst for their Finance team. Reporting to the Senior Manager, Finance, you'll ensure timely and accurate accounting, including but not limited to price variance inquiry, freight processing, vouchering receipts, and processing of mill and other vendor claims.</span></p><p style="color:#505863;"><span style="color:#000000;"><strong>Scope of Responsibilities:&nbsp;</strong></span><span style="color:#000000;"></span></p><p style="color:#505863;"><strong></strong></p><ul><li>Support leadership with all Accounting &amp; Finance related duties for this business unit/manufacturing plant</li><li><span style="color:#000000;">Voucher metal receipts and validate metal receipts and resolve any potential issues.</span></li><li><span style="color:#000000;">Coordinate with plants and vendors to resolve incorrect Advance Shipping Notification transitions.</span></li><li><span style="color:#000000;">Communicate and resolve any payment discrepancies with Procurement and metal vendors.</span></li><li><span style="color:#000000;">Prepare price variance reports for customer pass-through and present to Sourcing &amp; Pricing.</span></li><li><span style="color:#000000;">Prepare monthly journal entries, including but not limited to price adjustment, rebate, tariff, metal enroute, monthly true up and perform account reconciliations.</span></li><li><span style="color:#000000;">Process all mill/vendor claims, initiate the collection process and prepare monthly reporting deck for executives.</span></li></ul><p style="color:#505863;"><strong><span style="color:#000000;">Requirements/Skills:</span></strong></p><ul><li>BA or BS in Accounting, Finance or related field required.</li><li>5 + years of experience or more in accounting preferably within a manufacturing environment</li><li>Advanced proficiency in MS Excel skills and proficiency in MS Office suite.<br /></li></ul><ul></ul><p style="color:#505863;"><strong><span style="color:#000000;">Benefits &amp; Extras:</span></strong></p><ul><li>Comprehensive benefits include health, dental, vision, life, short &amp; long-term disability, critical care, AD&amp;D, and life insurance.</li><li>401k with a 6% employer match after 90 days.</li><li>15 days of vacation which you&rsquo;re encouraged to take, plus 10 holidays, annually.</li><li>Company-paid relocation package.</li><li>Tuition reimbursement/assistance</li><li>Stability in a growing, environmentally conscious, publicly traded company.</li><li>Opportunity to work alongside America&rsquo;s most respected brands and CPG manufacturers.</li><li>Excellent growth potential as they promote from within.</li><li>High visibility with exposure to the executive team</li></ul>Wed, 12 Jul 2023 23:03:57 ZWoodland Hills, CA1364https://jobs.crelate.com/portal/verticalcareers/job/ispm3yj4m1kroncw6sz6w4jm4chttps://jobs.crelate.com/portal/verticalcareers/job/ispm3yj4m1kroncw6sz6w4jm4cFeaturedSr. Accounting AnalystCost AccountingOperCost Accountant | AnalystSan Fernando ValleyAccountingSr. AnalystManufacturingSr. Cost AccountantSr. Operations/Cost Analyst for large publicly traded Manufacturing company <p><span style="color:#000000;"><strong>Senior Operations/Cost Analyst</strong></span></p><p><span style="color:#000000;">Our client is a stable and profitable publicly traded Manufacturing company located in the San Fernando Valley area. They are seeking a competent and driven Senior Cost/Operations Analyst to join their Finance Team. This is a fully onsite role with flexibility in work hours [think flexibility pre-pandemic].</span></p><p><span style="color:#000000;text-decoration:underline;"><strong>Summary:</strong></span><span style="color:#000000;"></span></p><p><span style="color:#000000;">The </span><span style="color:#000000;"> Senior Operations/Cost Analyst&nbsp;</span><span style="color:#000000;">will be responsible for financial reporting and consolidations of multiple sites. This role will be heavily involved with the Operation&rsquo;s team ensuring accurate and up to date inventory valuation and is accountable for the ongoing analysis of process constraints, target costing projects, margin analysis, and tracing costs back to underlying activities. The ideal candidate is meticulously organized, proactive, and has a comprehensive understanding of accounting processes and procedures.</span><br /><span style="color:#000000;"></span><span style="color:#000000;"></span></p><p><span style="color:#000000;"><strong></strong></span><strong><span style="text-decoration:underline;">Scope of Responsibilities:</span></strong><strong><span style="text-decoration:underline;"></span></strong></p><ul><li>Responsible for plant specific and consolidated financial and KPI reports and metrics. Identify, research, and analyze indirect cost variances and trend changes.</li><li>Responsible for Financial and Systems tools, reports, techniques and/or assist with implementing reporting systems for operational support, including ensuring reporting consistency and standardized formatting, creating professional presentations, and documenting processes and issues.</li><li><span style="color:#1a1919;">Partner with key stakeholders including Accounting, Sites and Operations to ensure standardized quality output requirements are met for the month end closing process. Develop and refine integrative reporting output between associated Operations Accounting and Operations reports.</span></li><li><span style="color:#1a1919;">Assist the Operations Accounting team in maintaining standard cost including Bill of Materials (BOM) and Pricing.</span></li><li><span style="color:#1a1919;">Monitor and improve upon bottoms-up forecast and budget processes. Balance the need to partner vs challenge execution teams to promote accuracy and results.</span></li><li>Review monthly financials/KPI reporting related to the Operations functions in accordance with company policies and US GAAP. Enhance management reporting that provides senior leaders with timely insights into trends, operational results, and growth drivers.</li><li>Establish and maintain internal controls consistent with corporate requirements and good business practice. Oversee coordination of information to external auditors.</li></ul><p style="color:#000000;">&nbsp;</p><p style="color:#000000;"><strong><span style="text-decoration:underline;">Qualifications/Skills</span></strong></p><ul><li>Bachelor's degree in Accounting, Finance or Business related field. </li><li>5+ years experience in accounting or financial analysis in a manufacturing company.</li><li>Experience with standard costing of manufactured items including bills of material BOM, routings, and overhead application.</li><li>Experience using integrated ERP software (e.g., Oracle, SAP, JD Edwards).</li><li>Working knowledge of cash flow models, returns on investment, make vs. buy analysis, and capital expenditure justification. </li><li>Advanced knowledge of MS Office analysis tools as well as third party analysis products. Must have enhanced working knowledge of ERP database utilities.</li></ul><p><span style="color:#000000;"></span><span style="color:#000000;"></span></p>Wed, 12 Jul 2023 19:18:58 ZCanoga Park, CA1366https://jobs.crelate.com/portal/verticalcareers/job/jcbbcotzupqg9yn8nnaktfer7hhttps://jobs.crelate.com/portal/verticalcareers/job/jcbbcotzupqg9yn8nnaktfer7hFeaturedDistribution/WholesaleCredit & CollectionsSouth BayAccountingManufacturingAccounting SupervisorConsumer Products | CPGAccounts ReceivableSr. AR/Credit Collections Specialist for stable CPG Manufacturing/Distribution company<p><span style="color:#000000;"><strong></strong></span><span style="color:#000000;font-size:1.2em;"><strong>Sr. Credit and Collections Specialist</strong></span></p><p style="color:#000000;">Our client is a well established and stable Consumer Products | CPG Manufacturing/Distribution company in all the major Big-Box Retailers including Walmart, Target, Office Depot, Staples, Amazon, etc. They are seeking an experienced and customer centric <strong>Senior Credit &amp; Collections Specialist </strong>to join their Accounting Team.&nbsp;<br /></p><p style="color:#000000;"><strong>DUTIES &amp; RESPONSIBILITIES:</strong></p><p style="color:#000000;"><strong>Essential Duties:</strong></p><p style="color:#000000;"><span style="color:#000000;">Reporting to AR supervisor, supports in the full execution of the AR day to day operations to ensure accuracy and efficiency.</span></p><ul><li>Assist in analyzing customer requests for credit, assigning credit lines and performing credit analysis, obtaining financial references, and analyzing credit data for both new &amp; existing customers.</li><li>Assist in managing a strategic account portfolio of customer receivables and work to maximize company&rsquo;s cash flow by solving customers&rsquo; payment issues.</li><li>Understand the billing and collection processes in order to provide help and guidance to AR team members by identifying the areas that need improvement and drive resolution to streamline AR processes.</li><li>Daily review of AR aging and monitor the delinquent status of all assigned accounts and follow up as necessary to keep account current. Update customer accounts with detailed notes in the system regarding collection process and disputes in accordance with company policies and guidelines.</li><li>Reconcile customer A/R accounts as needed.</li><li>Review open accounts for collection efforts, determine the reason for delinquency and work cooperatively with Sales Department and AR supervisor. Documents thoroughly and accurately all collection efforts for assigned accounts, including obtaining complete understanding of prior disputes made and performing preliminary research in order to adequately communicate to the customer and/or all level of employees in other departments.</li><li>Responsible for resolving all questions and/or concerns from the customers for their statements or billing transactions, providing up-to-date balance to customers</li><li>Review customers&rsquo; agreements/contracts to identify program allowances and agreed upon programs/offers to ensure proper credits/debits are processed and issued by determining necessary process such as processing with adjustments, offsetting with the existing balances, or requesting AP for a refund payment as needed.</li><li>Perform daily cash application to ensure all payments are accounted for and properly posted using the correct General Ledger Accounts.</li><li>Work with GL team and assist in calculating accurate program allowance accruals at each month-end close.</li><li>Assist with the resolution of any issues related to overages, shortages, pricing discrepancies, or credit issues that are creating collection problems.</li><li>Assist in month-end and year-end close and in completion of annual audit requests, which may include research and prepare a reconciliation; perform additional assignments as directed by management</li><li>Assist with projects as needed and perform other related duties as required</li><li>Regular attendance and punctuality are an essential duty including time management.<br /></li></ul><p style="color:#000000;"><strong>QUALIFICATION REQUIREMENTS:</strong></p><p style="color:#000000;"><strong>Education and/or Experience:</strong></p><ul><li>Bachelor&rsquo;s degree in Finance, Economics, Accounting, or equivalent</li><li><span style="color:windowtext;">Credit and collections experience in </span><span style="color:windowtext;">manufacturing industry</span></li></ul><p style="color:#000000;"><strong>Knowledge, Skills and General Abilities:</strong></p><ul><li>Ability to analyze data, determine root cause, and resolution</li><li>Solid knowledge of accounting principles, revenue recognition experience is a plus</li><li>Effective verbal and written English communication</li><li>Attention to detail and high level of accuracy</li><li>Organization and time management<ul><li>Proficient with Microsoft Office and working knowledge of ERP systems [Oracle 11i preferred]</li></ul></li><li>Process documentation and improvement</li></ul><p><strong></strong><strong>Other Special Skills and Abilities:</strong></p><ul><li>Knowledge of EDI system is strongly preferred</li><li>Experience in E-Commerce receivables or a related industry preferred.</li></ul><span><p><span style="color:#000000;">&nbsp;</span></p><span style="color:#000000;"></span></span>Wed, 12 Jul 2023 02:33:29 ZTorrance, CA1363https://jobs.crelate.com/portal/verticalcareers/job/mhgxd69mg94ep5zu9q6yam3fqrhttps://jobs.crelate.com/portal/verticalcareers/job/mhgxd69mg94ep5zu9q6yam3fqrFeaturedAccountingStaff AccountantStaff Accountant for a growing Recruiting Company<p style="font-size:15px;"><span style="color:#000000;"><strong>Staff Accountant</strong></span></p><p><span style="color:#000000;"><strong>Summary:</strong></span></p><p><span style="color:#000000;">Our client is a recruiting company to cherry-pick the best of the best corporate professionals in Accounting.</span></p><p><span style="color:#000000;"><strong>Responsibilities:</strong></span></p><ul><li><span style="color:#000000;">Assist with - and periodically solely complete - all processes and procedures necessary for the monthly and annual close of the business unit's general ledger, including preparation of adjusting journal entries, balance sheet accounts reconciliations, cost accounts analyses and preparation of monthly and fiscal year financials statements</span></li><li><span style="color:#000000;">Significantly contribute to - and occasionally solely prepare- monthly financial performance and related metrics reporting, including fluctuations analyses and management discussion and analysis (MD&amp;A), for corporate and internal dissemination</span></li><li><span style="color:#000000;">Collaborate with business unit senior and executive managers in the development of company internal performance metrics reports for use by the company's department managers and supervisors</span></li><li><span style="color:#000000;">Develop best practices and procedures to fully leverage ERP system reporting and accounting processing functionality - and to ensure reliably accurate ERP system reporting</span></li><li><span style="color:#000000;">Assist business unit controller with planning and execution of special/extraordinary accounting and finance operations projects, including annual budget preparation for the business unit and its individual branches</span></li><li><span style="color:#000000;">Assist business unit controller with data and documents compilation for annual/year-end audit</span></li><li><span style="color:#000000;">Periodically assess internal accounting processes, and analyze and assist with the deployment of alternative practices to improve efficiencies, errors occurrence and/or financial control</span></li><li><span style="color:#000000;">After initial training and overall familiarization of business unit accounting operations, assist with oversight and direction of accounting ops. team members</span></li></ul><p style="font-size:15px;"><span style="color:#000000;"><strong>Qualifications:</strong></span></p><ul><li>Bachelor's Degree in accounting, finance, business administration, or a closely aligned area of study</li><li><span style="color:#000000;">2 years of full-time professional experience working as a staff or senior accountant</span></li><li><span style="color:#000000;">Ability and willingness to commute to and work on-site, full-time, in a smaller office environment located in West Sacramento, CA</span></li><li><span style="color:#000000;">Expert or advanced-level user of Microsoft Excel, and proficient user of all other MS office applications</span></li></ul>Wed, 12 Jul 2023 01:58:17 ZSacramento, CA1374https://jobs.crelate.com/portal/verticalcareers/job/ewobncpdor5bjqdm4fofxxp9shhttps://jobs.crelate.com/portal/verticalcareers/job/ewobncpdor5bjqdm4fofxxp9shFeaturedCost AccountingComponents|Electronics|High TechSr. AccountantSAASManufacturingAerospace & DefenseSenior Accountant [GL/Cost/Inventory] for reputable publicly traded Aerospace & Defense manufacturing company<p style="color:#000000;"><strong>Senior Staff Accountant</strong><br /></p><p>Our client is a&nbsp;reputable publicly traded Aerospace &amp; Defense manufacturer and they're seeking an experienced and motivated Sr. Accountant to join their team in Portland, Oregon.&nbsp;</p><p><em><span style="color:#e36c09;"><strong>Work Model:</strong> initially onsite during training [approx 4-6 months] then option for Hybrid.</span></em></p><p>The role reports to the Controller and will be responsible for many cross functional accounting areas at this subsidiary [manufacturing site/plant], which was acquired a few years ago.&nbsp;You will have a high level of accounting knowledge specific to inventory costing, controls and analysis, sales order entry and processing, and overall general accounting functions.</p><p>This is a hands-on role within the accounting team that will be expected to have a working knowledge of full cycle accounting operations, costing, sales order processing, GL reconciliations, sub-ledger functions, US GAAP, and compliance within the manufacturing industry. This subsidiary is a rapidly growing organization and over time this position will be responsible for expanding areas and needs within the accounting team. <br /></p><p><strong>Scope of Responsibilities:</strong></p><ul><li>Working knowledge of manufacturing costing</li><li>Accurate and timely sales order processing (quote to cash) and accounting</li><li>All inventory accounting functions, including costing, OH absorption, sub-ledger reconciliations, physical inventory reconciliations, BOM build-up reviews and analysis reporting.</li><li>GL and sub-ledger account reconciliations</li><li>Prepare journal entries and accruals/adjustments for period-end closing.</li><li>Assist with revenue forecasting, deferred revenue analysis and revenue recognition analysis.</li><li>Assist with internal audit and tax preparation workpapers and analysis.</li><li>Investigate discrepancies and inform Controller of critical issues and observations.</li><li>Perform Ad-hoc reporting and analysis.</li><li>Maintain accounting procedures in compliance with applicable government regulations; including, but not limited to, SOX, GAAP, etc.</li></ul><p>&nbsp;</p><p><strong>Qualifications/Requirements:</strong></p><ul><li>Bachelor's degree in Accounting/Finance or related field</li><li>4+ years of manufacturing experience; communications/equipment, components/discrete, medical device, hardware/software SAAS, or aerospace &amp; defense a plus</li><li>3+ years of progressive experience in accounting, ideally in manufacturing industry.</li><li>Strong/current knowledge of U.S. GAAP and SOX</li><li>Strong analytical and problem-solving skills</li><li>Working knowledge of sales order processing (quote to cash)</li><li>Demonstrated track record of strong <span style="text-decoration:inherit;">manufacturing/inventory</span> accounting analysis.</li><li>Strong leadership, communication and interpersonal skills to work in a dynamic cross-functional environment.</li><li>Accuracy and attention to detail and quality orientation a must</li><li>Demonstrated ability to adhere to tight deadlines.</li><li>Experience in inventory costing and absorption<br /></li><li>Experience with Sage, Avalara, SAP, Concur and Crystal Reporting a plus.</li><li>Advanced Excel skills [pivot table, v/hlookups, sum if, etc.]</li></ul><p>&nbsp;</p><p><strong>Client offers a comprehensive total rewards package:</strong></p><ul><li>Competitive Pay + discretionary bonus potential&nbsp;</li><li>Health and wellness benefits, including medical, dental, life insurance and more</li><li>Savings opportunities for retirement, with an opportunity to become a shareholder</li><li>Learning and development opportunities </li><li>Recognition for your contributions</li></ul><p><br />This position may require exposure to information, which is subject to US export control regulations, i.e. the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR). All applicants must be U.S. persons within the meaning of U.S. regulations.</p><p>&nbsp;</p><p>&nbsp;</p><p>&nbsp;</p>Wed, 12 Jul 2023 01:17:17 ZPortland, ORhttps://jobs.crelate.com/portal/verticalcareers/job/p66z8wch5ur7cgz683kno4umrohttps://jobs.crelate.com/portal/verticalcareers/job/p66z8wch5ur7cgz683kno4umroFeaturedRecruitment | Talent AcquisitionsLos AngelesSales ManagerRemoteIT | Information TechnologyHuman ResourcesExecutive RecruiterOrange CountyEngineeringTalent Acquisition | Recruiting ManagerBusiness DevelopmentRecruitment & Staffing [Agency]Professional ServicesConsultant | Temp100% Remote | 100% Commissioned Full-Time/Full-Cycle Executive Recruiter, Recruiting Manager and/or Sales/Account Director ~Your Desk, Your Hours, Your Income @ Your Home!<p><span style="color:#548dd4;"><strong>Vertical Careers is growing and hiring for the following roles where Title is flexible and they sky's&nbsp;the limit so "Step Up in the World" with us and "Change Lives One Placement at a Time!"</strong></span><br /></p><p><strong><span style="color:blue;">1. Sales |&nbsp;</span></strong><strong><span style="color:blue;">Business Development [mostly Client facing]</span></strong></p><p><span style="color:#0000ff;"><strong>2. Recruitment/Staffing/Talent Acquisitions [mostly Candidate facing]</strong></span></p><p><strong><span style="color:blue;">3. Executive Recruiter/Search Consultant/Recruiting Manager [combo of 1 &amp; 2]</span></strong></p><p><strong><span style="color:blue;">4. Director of Recruitment | Talent Acquisitions [mentor, trainer, leader, supervisor] with track to Partnership&nbsp;</span></strong></p><p><strong><em><span style="color:red;">Exceptional opportunities to be your Own Boss, Own Hours, Own Income Potential!!!</span></em></strong></p><p><strong><em><span style="color:red;">NOTE: This is a 100% Remote &amp; 100% Commission driven role. Please ONLY apply if you're open to it. Prior sales or commission experience helpful.&nbsp;</span></em></strong></p><ul><li><strong><em>Do you have 3+ years of Staffing/Recruitment industry experience?</em></strong></li><li><strong><em>Are you Passionate about connecting People's Goals to Opportunities?</em></strong></li><li><strong><em>Are you Driven by Competition and Thrive on Making a Difference "1 placement at a time?"</em></strong></li><li><strong><em>Are you Sick of Reports, Rankings and Meaningless Quotas &amp; #s?</em></strong></li><li><strong><em>Wonder why you're giving up such a huge chunk of your commissions making the company richer instead of your own pockets?</em></strong></li><li><strong><em>Are you Ready for the next Step in your own Vertical Career?</em></strong></li><li><strong><em>Are you Ready to Control your own Destiny and Income? </em></strong><strong><br /></strong></li></ul><p><strong>If you answered YES to 1 or more of the questions above, then you're Ready and this is the "Ideal Entrepreneurial Opportunity&rdquo; for you.&nbsp;</strong></p><p><span style="color:#548dd4;"><strong><em>Trust us, we've been there &amp; done that for close to a decade! </em></strong></span></p><p><strong>As a 1099 Consultant for Vertical Careers, Inc. (VCI), you will have:</strong></p><ul><li>Access to a Strong Alliance of other Tenured Independent Executive Recruiters and Business Development Consultants throughout Southern California [formerly with large national staffing &amp; recruitment firms]</li><li>Access to Top Notch Mentorships and Leaderships with remarkable track record of success [SuperStars and High Billers]</li><li>Access to Innovative, Hands-On practical Training the "Headhunting" way, Applicant Tracking System and Job Boards [Crelate.com is amazing!]</li><li>Access to entire country without territory or category limitations </li><li>Ability to manage your own Desk and Hours Anyway and from Anywhere you want (1099 Status)</li><li>Equity/Partnership opportunity for an even bigger piece of the pie, a TRUE entrepreneurial role without the headache of a start-up! </li></ul><ul><li>Yes, work in your PJs from Home... Why Not?!&nbsp;<br /><em><span style="color:#e36c09;"><strong>***We were well ahead of the world with Fully Remote Work Model well before the Pandemic***</strong></span></em></li></ul><p><strong><br />Scope of Responsibilities [all roles assume some of the same responsibilities]:</strong></p><ul><li>The 1099 Consultant is a completely entrepreneurial role focused on developing and expanding new clients and candidates for senior level Direct-Hire/Permanent or Contract/Temporary/Consulting job orders and placement. The goal is to develop a strong client and candidate base and continually grow &ldquo;Your Own&rdquo; business year over year.</li><li>You work closely with other Vertical Careers Consultants and Split Partners to recruit and identify Top Talent to fill each other&rsquo;s open positions. </li><li>Pursue new business prospects in the market without territory limitations. You will adapt to a consultative approach with clients to maximize the value VCI provides at all phases of the business development and/or recruitment process.</li><li>Recruit using all available and hidden resources to fill positions for your clients, VCI Clients and/or Split Partner Clients. We have a highly collaborative team and a flexible business model that allows for lead sharing with split revenue credit.</li></ul><p><strong>Desired Education and Experience:</strong></p><ul><li>Bachelor&rsquo;s Degree in Business Administration, Marketing, Finance or Related Field</li><li>3+ years of Prior Agency recruiting experience with Great Track Record of Success</li><li>Prior recruitment or staffing experience with Accounting/Finance, HR/Office Administration, Legal, IT/Information Systems, Engineering, Supply Chain &amp; Operational Management are helpful, but not required</li><li>Consultative approach to client management and reputation for building lasting trusted relationships</li><li>Strong research skills and business acumen; ability to spot trends, business movements and gather new insights to identify growth opportunities</li><li>Demonstrates effective telephone marketing skills; ability to turn cold calls into conversations</li><li>Passion for recruiting and ability to conduct professional phone screens and in-person interviews with mid to C-level professionals; ability to build rapport and immediate confidence</li><li>Successfully matches candidates to client profiles, creates company profiles and conducts pre-selling of staffing solutions.</li></ul><p><strong><br />Critical Success Factors:</strong></p><ul><li>Natural curiosity and passion for People</li><li>Personal responsibility and accountability for success</li><li>Extreme Self Starter and Self Discipline </li><li>Desire and Motivation for unlimited earning potential</li><li>Comfort developing relationships over the phone</li><li>Highly Competitive and Go Getter attitude</li><li>Outstanding communication and interpersonal skills</li><li>Proactive approach with a great sense of urgency and the ability to act quickly and efficiently</li></ul><p><em><span style="color:red;">"There are a handful of companies who understand all successful business operations come down to three basic principles; People---Product---Profit. Without top people, you cannot do much with the other two."-Malcolm Forbes</span></em></p>Fri, 12 May 2023 07:35:59 ZLos Angeles, CA553https://jobs.crelate.com/portal/verticalcareers/job/1j3ue84dy5qqh9se7aytim53ayhttps://jobs.crelate.com/portal/verticalcareers/job/1j3ue84dy5qqh9se7aytim53ayFeaturedSenior AccountantCPAAccountingTaxSenior Accountant - Tax with great growth potential for Local/Regional CPA firm<p style="font-size:15px;"><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;"><strong>Senior Accountant - Tax</strong></span></p><p style="font-size:15px;"><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Our client is a well-established CPA firm located in Orange County with a diverse portfolio of clients in various industries including but not limited to: Manufacturing, Distribution, Construction/Real Estate, Non-Profit. They are on Hybrid work schedule with the exception of Busy Season (January to April) where it's required to be fully onsite.</span></p><p style="font-size:15px;"><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;"><strong>Summary:</strong></span></p><p style="color:#444444;font-size:15px;"><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">They are currently seeking an experienced Senior Tax Accountant for their Anaheim, CA office who possesses the essential functions, knowledge, skills and abilities to perform this position. The Senior Tax Accountant is responsible for performing specifically assigned tasks in accordance with directions furnished by the engagement senior, manager, director or partner.</span><span style="color:#000000;"></span></p><p style="color:#444444;font-size:15px;"><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;"><strong>Responsibilities:</strong></span></p><ul><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Prepare tax returns for individuals and various types of entities including Multi-State and foreign disclosures.</span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Prepare and deliver tax projections to clients.</span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Assist with IRS and FTB field and office examinations, including preparing files with factual detail and applicable tax law.</span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Have a working knowledge of tax research programs for tax research assignments.</span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Help clients with inquiries regarding accounting and tax issues.</span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Participate in recruiting events.</span></li></ul><p style="color:#444444;font-size:15px;"><strong><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Qualifications:</span></strong></p><ul><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Bachelor's Degree in Accounting</span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Minimum of 3-years of experience gained within a public accounting firm</span><span style="color:#000000;"></span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Master's Degree in Taxation is a plus.</span><span style="color:#000000;"></span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Certified Public Accountant license</span><span style="color:#000000;"></span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Working knowledge of MS Office (Excel, Word, Outlook, and PowerPoint)</span><span style="color:#000000;"></span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Excellent verbal and written communication skills</span><span style="color:#000000;"></span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Strong presentation and organizational skills</span><span style="color:#000000;"></span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Highly motivated to learn and grow within the firm</span><span style="color:#000000;"></span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Capable of managing multiple client engagements in addition to completing tasks related to business development</span></li></ul>Tue, 11 Apr 2023 20:49:38 ZAnaheim, CA1303https://jobs.crelate.com/portal/verticalcareers/job/4attjz3ask6nqtxd5xrebmk1tyhttps://jobs.crelate.com/portal/verticalcareers/job/4attjz3ask6nqtxd5xrebmk1tyFeaturedSenior AccountantAccountingCPAMBASenior Staff Accountant with great growth potential for Local/Regional CPA firm<p style="color:#444444;font-size:15px;"><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;"><strong>Senior Staff Accountant - Agribusiness</strong></span></p><p style="color:#444444;font-size:15px;"><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Our client is a well-established CPA firm located in Orange County with a diverse portfolio of clients in various industries including but not limited to: Manufacturing, Distribution, Construction/Real Estate, Non-Profit. They are on Hybrid work schedule with the exception of Busy Season (January to April) where it's required to be fully onsite.</span></p><p style="color:#444444;font-size:15px;"><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;"><strong>Summary:</strong></span></p><p style="color:#444444;font-size:15px;"><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">The Senior Staff Accountant is responsible for the orderly completion of engagements including the day-to-day supervision of staff, making the initial determination as to whether or not the engagement objectives have been met, and keeping the managers and partners informed of progress and unusual developments.</span></p><p style="color:#444444;font-size:15px;"><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;"><strong>Responsibilities:</strong></span></p><ul><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Regularly assess the status of department staff work, review their progress and answer questions.</span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Monitor time spent on engagements, and, when required, propose to the manager any necessary modifications in the engagement work plan.</span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Responsible for the day-to-day, on-the-job training of staff and concluding the engagement in an efficient manner.</span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Responsible for the detailed review of all working papers and the disposition of all follow-up items during the wrap-up of an engagement.</span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Prepare, review and approve all drafts of financial statements and accountants&rsquo; reports prior to review by the managers and/or partners.</span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Prepare, review and approve all tax returns prior to review by the managers and/or partners.</span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Prepare written review of Staff Accountants, Semi-Senior Staff Accountants and Administrative Assistants in the department.</span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Other duties as assigned.</span></li></ul><p style="color:#444444;font-size:15px;"><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;"><strong>Qualifications:</strong></span></p><ul><li><span style="color:#000000;"><span style="font-family:Arial, Helvetica, sans-serif;"><em></em><span style="color:#000000;">Bachelor's Degree in Accounting and completion (passed) of all 4 parts of the CPA exam</span></span></span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Master's Degree in Business Administration or Taxation a plus. LL.M. in Taxation a plus.</span></li><li><span style="color:#000000;"><span style="font-family:Arial, Helvetica, sans-serif;"><em></em><span style="color:#000000;">Minimum of 5 years of experience gained within a public accounting firm.</span></span></span></li><li><span style="color:#000000;"><span style="font-family:Arial, Helvetica, sans-serif;"><em></em><span style="color:#000000;">Certified Public Accountant license preferred.</span></span></span><span style="color:#000000;"></span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;"><em></em><span style="color:#000000;">Working knowledge of MS Office (primarily Word, Outlook, PowerPoint and Excel)</span></span><span style="color:#000000;"></span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">General knowledge of FASB regulations and GAAP</span><span style="color:#000000;"></span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Must have a minimum of 3 years of previous experience supervising and training Staff and Semi-Senior Accountants</span><span style="color:#000000;"></span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Excellent verbal and written communication skills</span><span style="color:#000000;"></span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Presentation skills and strong organizational techniques are required</span><span style="color:#000000;"></span></li><li><span style="color:#000000;font-family:Arial, Helvetica, sans-serif;">Capable of managing multiple client engagements in addition to completing tasks related to business development</span><span style="color:#000000;"></span></li></ul>Tue, 11 Apr 2023 20:49:34 ZAnaheim, CA1302https://jobs.crelate.com/portal/verticalcareers/job/5nqgydhqg5yywxgxowigbwhnqohttps://jobs.crelate.com/portal/verticalcareers/job/5nqgydhqg5yywxgxowigbwhnqoStaff AccountantAccountingGAAPERPStaff Accountant for for a fast-growing, private equity-owned company [Hybrid Schedule ]<p><span style="color:#000000;"><strong>Staff Accountant</strong></span></p><p><span style="color:#000000;"></span><span style="color:#000000;">Our client is a fast-growing, private equity-owned company that provides home improvement services to residential and commercial property owners. They are seeking a dynamic <strong>Staff Accountant</strong> who will report directly to the Controller and work closely with the Accounting team as well as other stakeholders.</span></p><p style="color:rgba(0, 0, 0, 0.9);"><span style="color:#000000;"><strong>Key Responsibilities:</strong></span></p><ul><li><span style="color:#000000;">Assist prepare income and balance sheet statements, variance analysis, and various other accounting statements and reports.</span></li><li><span style="color:#000000;">Maintains transactions in ERP by recording journal entries in accordance with GAAP and reconciling all balance sheet accounts to identify and correct errors in posting or coding.</span></li><li><span style="color:#000000;">Prepare and/or interpret complex or very complex accounting transactions and records. Analyze data in order to initiate/recommend corrective action as needed.</span></li><li><span style="color:#000000;">Actively identify (and close) control gaps and various deficiencies. Examples include segregation of duty, gaps in levels of authority matrices, standardization of materiality levels utilized in day to day tasks (including flux analysis), etc.</span></li><li><span style="color:#000000;">Assist the close process (month and year-end). This will include (but is not limited to) monthly intercompany settlement process, customization of reports and preparation of various month end reports.</span></li><li><span style="color:#000000;">Use of general accounting principles and rules to create financial reports and analysis.</span></li><li><span style="color:#000000;">Supports annual audit, tax and sales tax preparation process and related filings by preparing requested schedules.</span></li><li><span style="color:#000000;">Timely completion of month-end close processes.</span></li><li><span style="color:#000000;">Reconciles credit card transactions and bank accounts (including matching/uploading receipts).</span></li><li><span style="color:#000000;">Ensures the accuracy of the cash balances by reconciling bank account balances to the bank statements.</span></li><li><span style="color:#000000;">Supports other departments with ERP inquiries and needs.</span></li><li><span style="color:#000000;">Establishes effective relationships and work cross-functionally across the organization.</span></li><li><span style="color:#000000;">Contributes to department and organization projects as assigned.</span></li><li><span style="color:#000000;">Analyzes monthly financial reports and records.</span></li><li><span style="color:#000000;">Maintains compliance by completing quarterly and annual Financial Statements timely, accurately and in accordance with Generally Accepted Accounting Principles.</span></li><li><span style="color:#000000;">Practices a high level of integrity and honesty in maintaining confidentiality.</span></li><li><span style="color:#000000;">Performs other related duties as assigned or requested.</span></li></ul><p><span style="color:#000000;"><span style="color:#000000;"><strong></strong></span></span><span style="color:#000000;"><span style="color:#000000;"><strong>Required Qualifications:</strong></span></span></p><ul><li><span style="color:#000000;">Bachelor&rsquo;s Degree in accounting, mathematics, statistics, or related field</span></li><li><span style="color:#000000;">2 plus years of relevant experience.</span></li><li><span style="color:#000000;">Strong communication and interpersonal, technology, organizational and analytical skills are required</span></li><li><span style="color:#000000;">Advanced Excel skills</span></li><li><span style="color:#000000;">Hands on experience with large ERP systems</span></li><li><span style="color:#000000;">Ability to make sound decisions with minimal supervision.</span></li><li><span style="color:#000000;">Able to identify and mitigate risks that could jeopardize the integrity of the financial statements.</span></li><li><span style="color:#000000;">Strong track record in working independently and in a team setting as well as handling multiple deadlines.</span></li><li><span style="color:#000000;">Strong analytical capabilities coupled with the ability to identify issues and present solutions.</span></li><li><span style="color:#000000;">Strong GAAP and Financial Statement knowledge.</span></li><li><span style="color:#000000;">Excellent written and verbal communication skills.</span></li></ul><p style="color:rgba(0, 0, 0, 0.9);"><span style="color:#000000;"><strong>Preferred Qualifications:</strong></span></p><ul><li><span style="color:#000000;">Exposure to audits and ERP implementation</span></li></ul>Fri, 15 Mar 2024 23:02:43 ZBurbank, CA1397https://jobs.crelate.com/portal/verticalcareers/job/pb9hng4dcot5nh455cx634fc7chttps://jobs.crelate.com/portal/verticalcareers/job/pb9hng4dcot5nh455cx634fc7cPricing AnalystLos AngelesMBAProfessional ServicesCPA|CIAFinanceSr. Financial AnalystSr. Financial/Pricing Analyst for a Global Professional Services Firm<p><span></span><strong><span style="text-decoration:underline;"><span style="color:#b5121b;">Job Description</span></span></strong></p><p style="color:#222222;"><span style="color:#666666;"><br /></span><span style="color:#666666;">A global law firm consistently ranked among the top firms in the world, is seeking a Financial Analyst&mdash;Pricing and Profitability to join our dynamic team in our Global Services Office, located in downtown Los Angeles.</span><span style="color:#666666;"><br /></span><span style="color:#666666;">A global law firm consistently ranked among the top firms in the world. The success of our firm is largely determined by our commitment to hire and develop the very best and brightest, creating a team that provides our clients with the highest quality of work and service. We are driven by our core values: respect, innovation and collaboration.</span><span style="color:#666666;"><br /></span><strong><span style="color:#666666;"></span></strong></p><p style="color:#222222;"><strong><span style="color:#666666;">About the role </span></strong><span style="color:#666666;">As a Financial Analyst&mdash;Pricing and Profitability, you will be responsible for applying financial, analytical, and business support. Other key responsibilities include:</span><span style="color:#666666;">&nbsp;</span><span style="color:#666666;">&nbsp;</span></p><ul><li><span style="color:#666666;">Performing profitability and &ldquo;what if&rdquo; scenario analyses to support pricing decisions for firm management</span></li><li><span style="color:#666666;">Collaborating with Business Development Team on new engagement opportunities by creating competitive and innovative fee proposals that meet strategic and financial goals</span></li><li><span style="color:#666666;">Assisting relationship attorneys with client rate negotiations by offering pricing advisory service and analytical support that lead to successful outcomes</span></li><li><span style="color:#666666;">Researching and identifying existing/historical firm matters to create standardized pricing templates that assist attorneys in developing budgets for new matters</span></li><li><span style="color:#666666;">Conducting internal analyses and external industry research around billable rates, fee structures, and pricing trends that drive key business decision making</span></li><li><span style="color:#666666;">Preparing presentation materials for ongoing pricing strategy discussions with Firm leadership</span></li><li><span style="color:#666666;">Assisting with the on boarding process of newly hired lateral attorneys by performing billable rate reviews and conducting pricing orientation sessions</span></li><li><span style="color:#666666;">Maintaining pricing approval database by inputting key approval information. Creating analyses and designing reports/presentations to display pricing trends</span></li></ul><p style="color:#222222;"><strong><span style="color:#666666;">About you </span></strong><span style="color:#666666;">We&rsquo;d love to hear from you if you:</span><span style="color:#666666;">&nbsp;</span><span style="color:#666666;">&nbsp;</span></p><ul><li><span style="color:#666666;">Display well developed and professional interpersonal skills; the ability to interact effectively with people at all organizational levels of the firm</span></li><li><span style="color:#666666;">Demonstrate the ability to work in a team environment with a customer service focus</span></li><li><span style="color:#666666;">Possess the ability to work independently to research, analyze, and develop financial information</span></li><li><span style="color:#666666;">Demonstrate highly proficient Excel skills</span></li><li><span style="color:#666666;">Thrive in a fast-paced, dynamic environment where deliverables often drive high impact</span><p style="color:#222222;"><span style="color:#666666;">&nbsp;</span></p></li></ul><p style=""><span style="color:#666666;"><strong>Qualifications:</strong></span><span style="color:#666666;"></span></p><ul><li><span style="color:#666666;">A Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field</span></li><li><span style="color:#666666;">A minimum of two (2) years of related analytical experience in finance or accounting</span></li><li><span style="color:#666666;">Experience responding to ad-hoc requests, developing analysis, and producing reports</span></li></ul><p><span>&nbsp;</span></p>Fri, 15 Mar 2024 23:01:53 ZLos Angeles, CA1293https://jobs.crelate.com/portal/verticalcareers/job/ibd1388a1ek6t7k4b4mymfp9jahttps://jobs.crelate.com/portal/verticalcareers/job/ibd1388a1ek6t7k4b4mymfp9jaReal EstateConstructionGeneral Ledger AccountantAccountingStaff/Senior Accountant for large growing facility services company<span style="color:#500050;"><p><span style="color:#222222;text-decoration:underline;"><strong>Staff/Senior Accountant</strong></span></p><p><span style="text-decoration:underline;">Job description</span>:</p><p><strong></strong><span style="color:#222222;font-size:1em;">Fast-growing landscaping company seeks a Staff/Senior Accountant to join their team. This role will work cross-functionally with the operations and finance department to ensure the accurate, timely, and consistent processing of financial data.</span></p></span><span style="color:#500050;"><p><strong><span style="text-decoration:underline;">RESPONSIBILITIES</span></strong><strong></strong></p><ul><li>Review and analyze monthly, quarterly, and yearly financial data as well as budgets, forecasts, etc.)</li><li>Provide financial analysis, with emphasis on capital investments, labor and expense variances, and other below-the-line costs</li><li>Assemble and summarize data to structure sophisticated reports on operational metrics to help drive performance</li><li>Conduct business studies on past, future and comparative performance to identify trends and advise management on recommended actions</li><li>Perform month-end close activities, including accruals, general ledger account reconciliations, and journal entries, as needed</li><li>Supervision of regional administrative team, ensuring timely processing of financial transactions</li><li>Maintain a documented system of internal financial controls, accounting processes and policies</li><li>Maintains office efficiency by planning and implementing office systems, layouts, and equipment procurements</li><li>Accountable for oversight and management of timely and accurate processing of purchase requisitions, purchase orders, and vendor invoices</li><li>Delegate and manage project-based work to office staff, follow-up and report results to Region Vice President</li><li>Manage regional working capital</li><li>Keep management informed by reviewing and analyzing special reports, compiling information and identifying trends.</li><li>Assist the VP of Accounting and Corporate Controller with various internal and external financial audits</li><li>Ad-hoc reporting and analysis, as needed</li><li>Other duties as assigned</li></ul><p>&nbsp;</p><p><strong><span style="text-decoration:underline;">QUALIFICATIONS</span></strong><strong></strong></p></span><ul><span style="color:#500050;"><li>Bachelor's Degree in Accounting, Finance, Economics, or a quantitative-related field </li></span><li>Strong experience in journal entries</li><span style="color:#500050;"><li>Strong financial analysis skills, thorough understanding of generally accepted accounting practices, especially the revenue recognition (ASC 606), lease accounting (ASC 842), and business combinations (ASC 805) standards</li><li>Working knowledge of the requirements of the Sarbanes-Oxley Act and ability to identify, design, and implement financial controls</li><li>Advanced skills with Excel, Power Point, SQL database extract skills a plus; familiarity with ERP systems, working knowledge of IFS a plus</li></span></ul>Thu, 14 Mar 2024 16:42:52 ZLos Angeles, CA1417https://jobs.crelate.com/portal/verticalcareers/job/xxm5d838nose3hfzgzqir5afkyhttps://jobs.crelate.com/portal/verticalcareers/job/xxm5d838nose3hfzgzqir5afkyReal Estate | REITAccountingAssistant Controller for growing Real Estate firm<p style="color:#222222;"><strong>Assistant Controller</strong></p><p style="color:#222222;">Job Details:</p><p style="color:#222222;">A well-established residential real estate company seeks an Assistant Controller to join their dynamic team.</p><ul><li>Perform all accounting and financial operations including the general ledger, revenue, inventory management and cost of goods sold, AP/AR, research and development accounting, stock options compensation, payroll, benefits and cash flow management</li><li>Prepare accurate and timely information for management and investors</li><li>Report monthly, quarterly, and year-end GAAP financial reports and internal reporting.</li><li>Interface with all internal divisions of the company and governmental agencies, and professional service providers</li><li>Coordinate monthly/quarterly filings and yearly tax returns, periodic governmental filings, registrations, business and tax licenses, etc</li><li>Prepare year end working papers for each entity submission</li><li>Reconcile and account for stock option plans, loan agreements, royalty buyouts and other legal contracts</li><li>Work with Senior Management to ensure financial directives are followed</li><li>Observe and analyze financial data on a regular basis to make pricing decisions, formulate go-to-market strategies, lower costs, increase profits, win new customers and grow the business</li><li>Assessing current accounting operations, offering recommendations for improvement and implementing new processes</li><li>Evaluating the effectiveness of accounting software and supporting databases</li><li>Developing and monitoring business performance metrics</li><li>Hiring, training and retaining skilled accounting and finance staff</li><li>Other duties that arise during the normal course of business</li></ul><p style="color:#222222;">Qualifications</p><ul><li>Master's degree in business administration (MBA) or professional accreditation such as certified public accountant (CPA), certified management accountant (CMA) or chartered global management accountant (CGMA)</li><li>10+ years proven accounting experience</li><li><span style="color:#222222;font-size:1em;">5 years multifamily residential property management experience.</span></li><li>Working knowledge of finance law and regulatory standards (GAAP)</li><li>Strong understanding of economic and banking processes, and detailed financial data analysis</li></ul>Wed, 13 Mar 2024 20:30:02 ZLos Angeles, CA1416https://jobs.crelate.com/portal/verticalcareers/job/1tgdxkz1u3mtzwy1orn6r7srnhhttps://jobs.crelate.com/portal/verticalcareers/job/1tgdxkz1u3mtzwy1orn6r7srnhAerospace & DefenseControllerComponents|Electronics|High TechManufacturingBU Controller for a large growing privately held manufacturing company <p><strong>Business Unit Controller</strong></p><p>The Controller is responsible for accurate financial&nbsp;recordation and generation of financial statements. Management and costing of inventories and fixed&nbsp;assets, manage actual spend, as well as ensure an effective internal control environment. This leader&nbsp;examines the finances related to the business and provides insight to identify risk and work to&nbsp;resolve/mitigate those risks, as well as identify business and manufacturing opportunities. The&nbsp;Controller takes an active role in the daily management of the business. Reports to Regional Controller and has dotted line&nbsp;responsibility to the General Manager.</p><p>KEY RESPONSIBILITIES</p><ul><li>Monthly close process and the timely and accurate reporting of financial results and forecasts.</li><li>Ensure production orders are closed, in-hand invoices are processed, subsystem posts are tied out, manual journal entries are posted, and accounts reconciled</li><li>Ensure internal controls are appropriately designed and operating effectively - appropriately report and execute an action plan to resolve any control deficiencies, maintain controls and banking compliance requirements</li><li>Manage AP/AR, and cash/treasury</li><li>Accountable for inventory management, ensuring that the plant&amp;#39;s inventory controls are adequate, reconciling inventory balances monthly, identifying overage and aging material issues, and coordinating periodic cycle counts/physical inventories</li><li>Responsible for fixed asset accounting, including capital project reviews, asset capitalization, idle asset reporting, and the physical inventory of fixed assets</li><li>Generate appropriate performance based metrics; drive ownership &amp;amp; organizational discipline to monitor &amp;amp; proactively optimize financial performance - act as partner to the plant leadership team to drive cost &amp;amp; productivity initiatives.</li><li>Assess risks and opportunities as well as a forecast performance for the remainder of the year&nbsp;</li><li>Facilitate internal or external auditors (annual GAAP financial, compliance, government cost accounting, 401(k), opening balance sheet)</li><li>Generate annual budgets and drive the plant&amp;#39;s strategic or annual operating planning process in conjunction with corporate objectives</li><li>Perform specific business analyses for the President/GM and Board, as required</li><li>Ensure timely and accurate reporting of compliance and covenant calculations to banks and lenders</li><li>Establish cost accounting policies and procedures as required</li><li>Serve as the organization lead for ERP implementation and I/T cost controls</li><li>Collect and ensure accuracy of monthly operating review and board reporting materials including, but not limited to: sources of variability, productivity, unusual </li><li>Build financial support team, capable of supporting leveraged dynamic scale (i.e. stabilize and improve sales per employee metrics within the overhead functions)</li><li>Provide valuable inputs, performance evaluations, and support to the talent development of of finance staff and tier 1-2 leaders.</li></ul><p><strong>Education/Experience</strong></p><ul><li>Bachelor degree in financial management discipline, Masters in Business Administration, CPA, or equivalent highly preferred.</li><li>7+ years experience in corporate accounting, preferably in the manufacturing industry</li><li>Experience with Epicor or other large ERP Systems would be an asset.</li></ul>Tue, 12 Mar 2024 21:18:16 ZPico Rivera, CA1415https://jobs.crelate.com/portal/verticalcareers/job/6misy9bkywe81b8ui56piukuqchttps://jobs.crelate.com/portal/verticalcareers/job/6misy9bkywe81b8ui56piukuqcCost AccountingAccounts PayableAerospace & DefenseAccountant for a growing manufacturing company<p><strong>Accountant</strong></p><p>The Accountant is responsible for fully maintaining accurate Accounts Receivable (AR) records as well&nbsp;as various Accounts Payable (AP) duties. Attention to Detail, Problem Solving ability and excellent&nbsp;Communication Skills allows this position to work with internal and external points of contact. The&nbsp;Accountant will support and improve the Policies, Procedures and Processes related to AR and AP, as&nbsp;well as usability of system applications and support users working with all levels of management and&nbsp;reporting to the Controller.</p><p>Key Responsibilities</p><p><strong>Accounting:</strong></p><ul><li>Assist with maintaining prepaid expense schedules</li><li>Assist with Fixed asset (Capital Project) tracking working with the Assistant Controller to maintain proper records</li><li>Assist with other Month End processing journal entries (recurring), reports, and General Ledger Reconciliations</li><li>Assist department with Document filing and system Organization</li><li>Assisting with annual financial audit and tax reporting</li><li>Assisting with Accounting projects and reporting working with others to achieve goals</li><li>Upholding all Policies and Procedures</li><li>Maintain a positive professional working relationship with Management and Co-workers in all Departments</li><li>Complete accurate and timely system transactions</li><li>Ensure proper filing and document retention</li><li>Support and assist all Departments</li><li>Maintain applicable metrics and KPI reports</li><li>Participate in audit activities (annual GAAP financial, compliance, government)</li><li>Perform specific projects and other duties as required</li></ul><p><strong>Accounts Receivable:</strong></p><ul><li>Processing/applying payments into the ERP system daily</li><li>Processing incoming ACH and Wire payments and checks into the ERP system</li><li>Investigation and correction of various invoicing / payment issues working with Customers and Internal Departments</li><li>Processing and Tracking RMA Credit Memos for returns working with Quality and Customer Service (CS) Departments</li><li>Monitoring and maintaining AR Aging Schedules notifying Controller of all increases in past due receivables and other issues</li><li>Maintaining Past due receivables at acceptable levels</li><li>Assisting in determination of uncollectable accounts and Initiating write-off Approvals</li><li>Assist with Month End processing responsible for AR journal entries, reports, and General Ledger Reconciliations</li><li>Maintain a positive professional working relationship with Customers and Co-workers in all Departments</li></ul><p><strong>Accounts Payable:</strong></p><ul><li>Assist with Daily processing of Vendor Invoices into ERP System</li><li>Assist with Understanding of Chart of Accounts and ability to assign proper account codes to invoices</li><li>Assist with Review invoices and purchase order (PO) for proper coding, approvals, quantities and amounts</li><li>Assist with Maintaining Received not invoice report at acceptable levels</li><li>Assist with Processing and Tracking Debit Memos for Returns to Vendors working with Quality and Purchasing Departments</li><li>Assist with Investigation and correction of various invoicing, receiving, and payment issues working with Vendors and other Internal Departments</li></ul><p><strong>Experience/Education</strong></p><ul><li>Bachelors Degree in Accounting is a plus</li><li>Minimum of 3 years of Accounts Receivable experience in a Manufacturing Environment</li><li>Minimum of 1 year of Accounts Payable experience in a Manufacturing Environment</li><li>Basic understanding of Accounting Principles and US GAAP as related to AR and AP</li><li>Experience in an EPR systems</li><li>Working knowledge of Microsoft Office, including Excel V-lookups and pivot tables; </li><li>Strong inter-personal communication skills</li><li>Must work efficiently and effectively, both independently and as a team</li><li>Must be able to react well under pressure and treat others with respect</li><li>Demonstrate reliability, good attendance and a great work ethic</li></ul>Fri, 08 Mar 2024 20:44:27 ZMission Viejo, CA1414https://jobs.crelate.com/portal/verticalcareers/job/h4qchm1irsr7eztg494mxuyzbhhttps://jobs.crelate.com/portal/verticalcareers/job/h4qchm1irsr7eztg494mxuyzbhInvestment AccountingAccountingPrivate EquityPublic AccountingAssistant Vice President Accounting (Legal Entity) for a large privately held financial services company <p style="color:#4a4a4a;"></p><strong><span style="text-decoration:underline;">Assistant Vice President Accounting (Legal Entity)</span></strong><p style="color:#4a4a4a;">&nbsp;</p><p style="color:#4a4a4a;"><strong>Summary</strong></p><p style="color:#4a4a4a;">The AVP will be part of a department responsible for maintaining and reviewing the books and records of the investment legal entities through which the company's funds hold various debt, equity, and other investments. The individual will work closely with offshore and onshore teams to provide reporting and analysis to tax, fund accounting, and other internal and external stakeholders.</p><p style="color:#4a4a4a;"><strong>Responsibilities will include</strong></p><ul><li>Ensuring investment legal entities are being accounted for pursuant to the governing legal and tax documents.</li><li>Reviewing and analyzing deal structure charts and translating that information into fund flows schedules and deal-structure setup in the accounting systems of record.</li><li>Working with the tax department to identify any tax holdback requirements before transferring proceeds upstream to the parent fund entities.</li><li>Working with the offshore team and fund accounting to ensure appropriate investment funding allocations are used for multi-fund deals and/or for funds which may have investment restrictions.</li><li>Reviewing calculation of allocations by partner class (including identification of entity expenses specific to electing blocker partners vs. other partner types).</li><li>Reviewing and approving wires for investment fundings, entity seedings, and upstreams.</li><li>Reviewing quarterly and annual books for the various investment legal entities including reconciliation of the trial balance, economic allocations and ownership splits for each entity in the deal structure.</li><li>Coordinating with funds&rsquo; internal tax group and as well as external tax preparers to prepare support for various tax filings and reporting.</li><li>Monitoring, reconciling, and reporting on any blocker notes or third-party debt that may be part of deal structures.</li><li>Providing oversight and training to our offshore and onshore Legal Entity Accounting team in preparing and maintaining the books and records of investment legal entities.</li><li>Reviewing of GP and Alternative Investment Fund profit and loss allocation, capital activity, and capital balance reconciliations and analyses for the funds.</li><li>Working on various process &amp; technology improvement projects related to the tasks above.</li><li>Performing other tasks as required.</li></ul><p style="color:#4a4a4a;"><strong>Qualifications</strong></p><ul><li>9+ years&rsquo; relevant experience in either public or private accounting or tax;</li><li>Strong knowledge of private credit or private equity fund <span style="text-decoration:inherit;">strategies/investments.</span></li><li>Superior written and verbal communication skills with the ability to work effectively both individually and as a team</li><li>Solid analytical skills and ability to understand and resolve complex problems.</li><li>Familiarity with tiered partnership structures and basic legal entity and LP-level tax considerations.</li></ul><p style="color:#4a4a4a;"><strong>Personal Attributes</strong></p><ul><li>Self-motivated with strong attention to detail and excellent work ethic;</li><li>Great organizational skills and is able to handle complicated work efficiently and <span style="text-decoration:inherit;">effectively;</span></li><li>Takes initiative to ask questions and detect problems;</li><li>Superior written and verbal communication skills with the ability to work effectively both individually and as a team; and</li><li>Ability to understand and resolve complex problems.</li></ul><p style="color:#4a4a4a;"><strong>Education</strong></p><ul><li>Bachelor&rsquo;s degree required.</li><li>Tiered partnership taxation experience and Geneva/GWI experience are a plus but not required.</li></ul><ul><li></li></ul>Fri, 08 Mar 2024 01:09:35 ZNew York, NY1413https://jobs.crelate.com/portal/verticalcareers/job/y1jfy89ts5bbikrq3wkrpktacchttps://jobs.crelate.com/portal/verticalcareers/job/y1jfy89ts5bbikrq3wkrpktaccCPAReal Estate | REITPublic AccountingFinancial Reporting | SEC (10K, 10Q)Public CompanySr. Financial Reporting Accountant for a growing REIT company<p style="color:#222222;"><strong>Senior Financial Reporting.</strong></p><p style="color:#222222;"><span style="color:#000000;">The position is responsible for the preparation of key activities and reconciliations supporting the m</span><span style="font-size:1em;color:#000000;">onthly close, financial reporting process, </span><span style="color:#000000;font-size:1em;">general ledger account analysis reports</span><span style="color:#666666;font-size:12px;"> </span></p><p style="color:#222222;"><span style="color:#666666;font-size:12px;"></span><strong></strong><strong>ESSENTIAL DUTIES AND RESPONSIBILITIES:</strong></p><ul><li>Prepare transactional journal entries, including, but not limited to, acquisitions, dispositions, and notes receivable.</li><li>Perform accounting functions related to joint ventures including, but not limited to, the preparation of monthly joint venture distributions and income allocations.</li><li>Collaborate with accounting and other teams to set target dates and processes to prepare the information needed for SEC filings and other publicly presented information.</li><li>Prepare 10Q/K disclosures and other quarterly reporting schedules, including tie-out support.</li><li>Prepare quarterly account flux analyses.</li><li>Prepare disclosure checklists.</li><li>Support the Assistant Controller, Controller and Director of Financial Reporting with ad hoc analyses and projects.</li><li>Support quarterly reviews and annual audits by preparing audit requests.</li><li>Maintain accounting and reporting systems including identifying and implementing process and reporting enhancements.</li><li>Cross training on general close and AP functions.</li></ul><p style="color:#222222;"><strong>QUALIFICATION REQUIREMENTS:</strong></p><ul><li><span style="font-size:1em;color:#333333;">CPA license preferred</span></li><li><span style="font-size:1em;">Bachelor's degree required</span></li><li><span style="font-size:1em;">4+ years public accounting and/or public company financial reporting experience</span><br /></li><li><span style="font-size:1em;">Solid knowledge of generally accepted accounting principles and concepts</span></li><li><span style="font-size:1em;">Strong analytical, organizational and problem-solving skills; including research skills regarding current and prospective updates to regulatory reporting.</span></li><li><span style="font-size:1em;">Demonstrated strong attention to detail and accuracy</span></li><li><span style="font-size:1em;">Ability to work well in a team</span></li></ul>Thu, 07 Mar 2024 21:22:39 ZSan Juan Capistrano, CA1412https://jobs.crelate.com/portal/verticalcareers/job/exai3yz1acp94ygsdwedh8tj4ehttps://jobs.crelate.com/portal/verticalcareers/job/exai3yz1acp94ygsdwedh8tj4eManufacturingAccounting ManagerAccounting Manager for a large privately held CPG | Food manufacturer/distributor <p><span style="color:#000000;"><strong>ACCOUNTING MANAGER</strong></span></p><p><span style="color:#000000;font-size:15px;">Our Client is a large stable manufacturing &amp; distribution company deeply rooted for decades in Los Angeles. They have an opening, </span><span style="color:#000000;">Accounting Manager</span><span style="color:#000000;font-size:15px;"> to join their tenured and collaborative Accounting Team. The JD below refers to Senior Accountant; however, some duties apply and will also handle G/L, Financial Statement consolidations, M/E Close, etc. will be performed by the Corporate Accountant.</span><em></em></p><p><span style="color:#000000;"><strong>SUMMARY:</strong></span></p><p><span style="color:#000000;">Manages the General Ledger, Fixed Assets, Treasury functions of the Accounting department. Oversees monthly and annual closing process. Ensures deadlines are met on a timely basis. Coordinates on the annual audit. Sets priorities and direction for the team.</span></p><p style="color:rgba(0, 0, 0, 0.9);"><strong>ESSENTIAL DUTIES AND RESPONSIBILITIES:</strong></p><ul><li><span style="color:#000000;">Overall effective management of a team of accountants and respective accounting functions.</span></li><li><span style="color:#000000;">Proactively manage performance and determine appropriate action(s).</span></li><li><span style="color:#000000;">Provide accounting guidance for site operations and other corporate departments.</span></li><li>Administration of company&rsquo;s bank portal. New user set-up. Downloads bank transactions. Sets up wire templates and initiates wires. </li><li>Records bank transactions correctly in company&rsquo;s ERP system. </li><li>Administrates the company&rsquo;s credit card gateway. </li><li>Monitors company ERP daily and monthly reports related to GL functions for accuracy, identifies significant changes and takes appropriates steps for corrective action when necessary. </li><li>Maintains a daily accounts receivable control log. </li><li>Reconciles disbursed checks to ensure month end outstanding checks reflect in branch financials. Examines monthly branch payroll data and accounts in the company ERP system. Coordinates with all necessary departments when updates are required. </li><li>Responsible for the maintenance of the subsidiary ledgers and timely identifies discrepancies that impact month end financials. </li><li>Responsible for posting journal entries related to inventory, sales, purchases, operating expense and ensure entries are accurate with minimal supervision. </li><li>Responsible for a four-day full cycle financial close for assigned locations. </li><li>Communicates effectively with branch management to understand the impact of operating decisions to the financials. </li><li>Reviews inventory fluctuations and communicates with branch to understand such fluctuations and understand the basic inventory calculation. </li><li>Files monthly, quarterly, semi-annual, and annual sales and use tax, property tax, business licenses and other local taxes. </li><li>Maintains monthly binders with all journal entries for internal and external audit purposes Maintains a digital branch file folder with all pertinent monthly information. </li><li>Prepares and maintains a reconciliation file for all balance sheet accounts such as cash, inventory, fixed assets, prepaid, accruals, deposits, and reserves. </li><li>Communicates with all departments that have an impact to the general ledger. </li><li>Maintain a collaborative environment with other Accountants and provide support when needed. Other ad-hoc duties as assigned by Management</li></ul><p style="color:rgba(0, 0, 0, 0.9);"><strong>QUALIFICATIONS/SKILLS</strong><span><br /></span></p><ul><li>Bachelor&rsquo;s Degree in Accounting/Finance<span>&nbsp;</span></li><li>4 yrs. plus of general accounting experience in a private corporate environment<span>&nbsp;</span></li><li><span style="color:#000000;font-size:1em;">Experience in Microsoft Office, including Word, Excel (intermediate level), and accounting software systems</span></li><li>Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists<span>&nbsp;</span></li><li>Strong accounting acumen<span>&nbsp;</span></li><li>Ability to manage/account over multiple branch locations and cost centers<span>&nbsp;</span></li></ul>Tue, 06 Feb 2024 23:54:05 ZSanta Fe Springs, CA1408https://jobs.crelate.com/portal/verticalcareers/job/74xduyxc9jrpya9goi19ppzzayhttps://jobs.crelate.com/portal/verticalcareers/job/74xduyxc9jrpya9goi19ppzzayManufacturingSenior AccountantSenior Accountant for a growing manufacturing company<p><strong><span style="text-decoration:underline;">Senior Accountant</span></strong></p><ul><ul></ul></ul><p style="color:#222222;"><strong></strong><strong></strong></p><p style="color:#222222;"><strong>Summary</strong><br />The Senior Staff Accountant is responsible for the processing of Accounts Payables, Accounts&nbsp;Receivables, and the entire payroll process.</p><p style="color:#222222;"><strong>Qualifications</strong></p><p style="color:#222222;"><br /><strong>Education and/or Experience:</strong><br /></p><ul><li>B.B.A. Degree in Business. Accounting Degree.</li><li>Five or more years of advanced knowledge and experience in the accounting field, focusing on Accounts Payable, Accounts Receivables, Payroll</li></ul><p><strong>Description:</strong></p><p><strong></strong><br />Essential Duties:<br /></p><ul><li>Enter expense vendor invoices in the accounting system, enter and match material invoices in the accounting system with PO receipt, match check to invoices.</li><li>Resolve pricing issue with the Purchasing Department</li><li>Generate weekly vendor check runs, analysis of A/P and Unvouchered Subledger and update, as required.</li><li>Daily invoicing of shipments, submitting invoices to customers, daily processing of cash receipts.</li><li>Collections and processing of prepayment and credit cards, oversee credit holds</li><li>Analysis of all past due invoices and assist in collection activities, maintain reconciliations and transactions on selected Balance Sheet Accounts.</li><li>Month-end closings, Year-End closing, and account reconciliations.</li><li>Filing of Accounts Payable and Receivable Filing of files and documents</li><li>Assure the security and integrity of all databases and information systems.</li><li>Responsible for entire payroll process</li></ul><p><br /><strong>Knowledge, Skills, Background and Abilities</strong><br /><br /></p><ul><li>Excellent interpersonal skills, communication, written and organizational skills.</li><li>Working knowledge of various computer programs including Microsoft applications (Word, Excel, Power Point), the Internet.</li></ul><p>&nbsp;</p>Thu, 01 Feb 2024 18:10:44 ZFontana, CA1407https://jobs.crelate.com/portal/verticalcareers/job/tx3w8j78f8wmysfwaq65izi1nhhttps://jobs.crelate.com/portal/verticalcareers/job/tx3w8j78f8wmysfwaq65izi1nhBig 4 CPACPA|CIACorporate AccountingLos AngelesBig 10 CPAFinancial ServicesAccountingAccounting ManagerMBAFinancial Reporting | SEC (10K, 10Q)Accounting Manager | Senior Accounting Manager [hybrid sch'l] for large Financial Services firm based in Los Angeles<span style="color:rgba(0, 0, 0, 0.9);"><span style="text-decoration:underline;"></span></span><p><strong>Accounting Manager | Senior Accounting Manager</strong></p><p><span style="color:#555555;font-size:medium;">Our client is a large reputable Financial Services firm with over $100B AUM located in Downtown Los Angeles |DTLA. They foster a healthy work life balance with great internal progression and excellent benefits. They are seeking for an Experience and Dynamic </span><strong>Sr./Manager,</strong><span style="color:#555555;font-size:medium;">&nbsp;</span><strong>Corporate</strong><span style="color:#555555;font-size:medium;">&nbsp;</span><strong>Accounting</strong><span style="color:#555555;font-size:medium;"> who will be joining their Corporate Accounting Team.</span></p><p style="color:#4a4a4a;"><strong>Responsibilities</strong></p><p style="color:#4a4a4a;">The Manager or Senior Manager will be responsible for maintaining the books and records for various private partnerships and accounts, as well as reporting to clients and the investment team.</p><p style="color:#4a4a4a;">Location: Los Angeles, CA or Dallas, TX</p><p style="color:#4a4a4a;"><strong>Responsibilities will include:</strong></p><ul><li>Preparation and maintenance of the books and records of pooled private investment funds organized as limited partnerships and/or separate accounts;</li><li>Preparation and/or review of complex management fee and waterfall calculations;</li><li>Recording and reconciliation of cash, investments and other balance sheet accounts;</li><li>Recording of purchase and sale transactions;</li><li>Accounting for complex corporate actions;</li><li>Estimating and posting of accruals;</li><li>Preparation and/or review of allocations of income and expense allocations to each partner, including updating of distribution waterfall based on the terms of the governing documents;</li><li>Proposing and preparing distributions and drawdowns;</li><li>Preparation monthly, quarterly, and annual financial reports;</li><li>Analyzing and calculating performance metrics for <span style="text-decoration:inherit;">partnerships/accounts</span> as well as for each investment;</li><li>Coordinating with funds&rsquo; independent auditors, custodians, prime brokers and fund administrators;</li><li>Performing other tasks as required.</li></ul><p style="color:#4a4a4a;">&nbsp;</p><p style="color:#4a4a4a;"><strong>Qualifications/Education:&nbsp;</strong></p><ul><li>Minimum 5 years relevant accounting or audit experience within Big Four public accounting or a mix of public accounting and investment management industry experience;</li><li>Bachelor&rsquo;s degree in Accounting or Finance. CPA a plus.</li><li>Strong knowledge of reconciliation and account analysis;</li><li>Excellent understanding of accounting and the ability to apply relevant investment company accounting rules;</li><li>Solid analytical skills and ability to understand and resolve complex problems; and</li><li>Proficiency in Microsoft Excel, Word and PowerPoint.</li></ul><p style="color:#4a4a4a;">&nbsp;</p><p style="color:#4a4a4a;"><strong>&nbsp;</strong></p><ul></ul><p style="color:#4a4a4a;"><strong>&nbsp;</strong></p><ul></ul><p><br /></p><span style="color:rgba(0, 0, 0, 0.9);"></span>Mon, 22 Jan 2024 18:40:48 ZLos Angeles, CA1295https://jobs.crelate.com/portal/verticalcareers/job/z3yqem9w6udmoxz5gxs7ujbk6ahttps://jobs.crelate.com/portal/verticalcareers/job/z3yqem9w6udmoxz5gxs7ujbk6aHR ManagerHuman ResourcesLos AngelesHR GeneralistSr. HR GeneralistProfessional ServicesHR Business PartnerSr. HR Generalist for global professional service firm<p style="color:#222222;"><strong><span style="text-decoration:underline;">Senior Human Resources Generalist</span></strong> </p><p style="color:#222222;"><span style="font-size:1em;"></span><span style="font-size:1em;text-decoration-line:underline;">About the Role</span></p><p style="color:#222222;">The Senior Human Resources Generalist is an integral part of the company's Human Resources team. This role will be responsible for providing a variety of human resources services for attorneys, paralegals, and staff including but not limited to, staff training and development, staff and paralegal timekeeping policy interpretation and implementation, and providing basic benefits information, while maintaining relationships with key departments in the office and the firm including the local Attorney Recruiting Department, Global Benefits department, the Global Human Resources department, the appropriate regional Payroll Department and local resources from the Associates &amp; Paralegal committees. This role will be located in our Los Angeles office.</p><p style="color:#222222;"><span style="text-decoration:underline;">Responsibilities &amp; Qualifications </span></p><p style="color:#222222;">Other key responsibilities include:</p><ul><li>Leading new hire orientation for attorneys, paralegals and staff. Developing programs within the office to facilitate new employee integration during the first year of employment to meet firm&rsquo;s objectives for new hire retention</li><li>Researching appropriate resources to meet local training and development needs for staff and implementing training solutions with the Human Resources Manager</li><li>Maintaining relationships with all employees on leave of absence and handling accommodation process with the goal of ensuring that when employees are able to return they easily reintegrate into the firm</li></ul><p style="color:#222222;">&nbsp;</p><p style="color:#222222;"><span style="font-size:1em;"><strong>Education and Skills:</strong></span><br /></p><ul><li>A Bachelor's degree or equivalent or a minimum of six (6) years related experience may be considered in lieu of degree</li><li>HRIS experience, preferably PeopleSoft and Kronos Timekeeper, is a plus</li><li>A minimum of four (4) years of human resources generalist experience</li><li>Demonstrate knowledge of compensation and benefits practices</li><li>Display well developed and professional interpersonal skills; ability to interact effectively with people at all organizational levels of the firm</li><li>Possess the ability to work in a team environment with a customer service focus</li></ul>Mon, 22 Jan 2024 18:39:37 ZLos Angeles, CA1403https://jobs.crelate.com/portal/verticalcareers/job/qn3out83ar5q5oi95mmmice6phhttps://jobs.crelate.com/portal/verticalcareers/job/qn3out83ar5q5oi95mmmice6phAssistant ControllerCPABig 10 CPAAccounting ManagerPrivately HeldProfessional ServicesPublic AccountingAssistant Controller for Global Professional Services firm <p style="color:#222222;"><strong><span style="color:#841630;">Assistant Controller</span></strong></p><p style="color:#222222;"><span style="color:black;">A Global firm with 21 offices in financial centers across the globe, seeks an Assistant Controller for its Los Angeles Global Services Office. This position will be an integral part of the accounting department with responsibilities including, but not limited to:</span><span style="color:#555555;"><br /></span></p><ul><li><span style="color:black;">Support the month-end and year-end close process, including reviewing journal entries, financial statements, reconciliations, and supporting schedules;</span></li><li><span style="color:black;">Oversee the daily treasury operations, including monitoring cash flow forecasts to ensure adequate funding for operations and managing the firm&rsquo;s accounts with various financial institutions;</span></li><li><span style="color:black;">Design and implement internal controls to enhance operational efficiency and reduce risk. Conduct internal audits to determine effectiveness of internal controls and compliance with policies and procedures.</span></li><li><span style="color:black;">Prepare and present financial analyses, reports, and recommendations to management;</span></li><li><span style="color:black;">Support the accounting functions in the firm&rsquo;s international offices;</span></li><li><span style="color:black;">Mentor and develop a team of professional staff members;</span></li><li><span style="color:black;">Assist with financial statement, tax, and compliance audits;</span></li><li><span style="color:black;">Create best practice procedures for accounting activities and drive process improvements, utilizing technology to improve efficiency;</span></li><li><span style="color:black;">Perform accounting research and communicate conclusions;</span></li><li><span style="color:black;">Review and approve payments to verify accuracy, appropriateness, and proper approval.</span></li></ul><p style="color:#222222;"><span style="color:black;">QUALIFICATIONS</span><span style="color:#555555;"><br /></span></p><ul><li><span style="color:black;">The ideal candidate is self-motivated, detail-oriented, and is effective in problem solving.</span></li><li><span style="color:black;">The candidate must be committed to quality, customer service, teamwork, and supporting department goals.</span></li><li><span style="color:black;">This position requires strong written and verbal communication skills, superior attention to detail, excellent organizational skills, and the ability to multi-task and prioritize.</span></li><li><span style="color:black;">The candidate must have strong technology skills, including expert level Excel skills, and ability to master and leverage accounting systems and new technology solutions.</span></li></ul><p style="color:#222222;"><span style="color:black;">EXPERIENCE</span><span style="color:#555555;"><br /></span></p><ul><li><span style="color:black;">A 4-year degree in Accounting, Economics, Finance, Business, or a related field is required.</span></li><li><strong>5+ years of relevant accounting experience, with Big 4 Public Accounting experience preferred.</strong></li><li><strong>Supervisory experience preferred.</strong></li><li><strong>CPA license a plus.</strong></li></ul>Tue, 28 Nov 2023 19:05:16 ZLos Angeles, CA1383