Experience:

-Bachelor’s degree in Accounting or Business

-CPA or MBT preferred

-10+ years experience in complex corporate tax and accounting work, including strong FAS109 skills.

-Utility experience preferred.

-Five years of supervisory experience in Tax and Accounting.

Salary High: $140,000.00

1. Collect and analyze data to determine costs of business activity, such as raw material purchases, inventory, and labor.


2. Analyze changes in product design, raw materials, manufacturing methods, or services provided, to determine effects on costs.


3. Analyze actual manufacturing costs and prepares periodic report comparing standard costs to actual production costs.


4. Provide Management with reports specifying and comparing factors affecting prices and profitability of products or services.


5. Must have experience with computer-based cost accounting systems.


6. Provide leadership along side Plant Management to improve Internal Controls, reporting matters, personnel matters, bank relationships, parent company relationships, etc.

- 10 - 15 yrs Middle Market and/or Business Banking Lending experience.

- Strong credit skills - Formal Credit Training

- Previous Financial Advisory experience a Plus

- Series 7 and 66 required (will support if not have)

- Leader among peers in new business development

Candidate must have the following:

6+ years of experience in Accounting

Supervisory experience preferred

Strong GAAP,  Financial Reporting experience

5+ years experience in Financial Reporting with a Financial Services and or Insurance Company.

7 years or more of Private and Public Accounting mix of experience.

Clear oral and written communication skills are required.

Have strong knowledge of accounting and external reporting issues.

CPA.

BS degree or higher

Must be a US Citizen or Resident (Green Card Holder)

excellent benefits, work environment and salary package

contact: Scott Page 818-223-8083

• a bachelors degree and approximately 8 years of related work experience; or a masters degree and approximately 7 years of related work experience
• extensive experience in delivering successful Working Capital deliverables
• Certified Public Account (CPA) a plus
• ability to adapt to new challenges and ideas
• excellent problem solving, project management, facilitation and interpersonal skills
• strong analytical and problem solving skills
• strong written and verbal communication skills
• a dedication to teamwork
• willingness and ability to travel
• PC proficiency including MS Excel, Word, and PowerPoint

Locations:  Beverly Hills, California:  Downtown Los Angeles, California: Manhattan Beach, California

Responsibilities for this position include:

• Building a private practice of high net worth individuals.
• Joining the Brokerage Division of a major National Bank.
• Must be series licensed with about 6 years of brokerage experience.

There is a Lucrative financial package for the right candidate.

All qualified candidates please apply below for consideration to this Financial Advisor (Brokerage) position.  We will be considering all those candidates who meet the above qualifications for this Financial Advisor (brokerage) position.  The salary range is 6-figures ($100K+)

POSITION REQUIREMENTS:

Education

• 4-year degree in accounting or finance required


• CPA required


• MBA highly desirable


• Experience; 5-10years in manufacturing/consumer products environment

Responsibilities

• The Vice President, Controller will serve as the company’s chief accounting officer and will be responsible for financial reporting including corporate accounting policies and external audit oversight.


• Primary interface with all external auditors. 


• Build systems and processes that will streamline financial reporting and enforce compliance among the company’s brands/divisions. 


• Oversee the activities of an 18 person department, with six direct reports including Accounting, Treasury, and Accounts Receivable. 


• Plan, organize and direct the activities of General Accounting, Accounts Payable, Accounts Receivable, Cost Accounting, International Accounting, Cash Management, and Consolidation.  Responsible for the integration of recent and future acquisitions.


• Oversee and direct all monthly, quarterly and year-end closings including the year-end audit.


• Lead the preparation of consolidated financial statements for MGA and all international companies with multiple levels of consolidation, internal reporting and external reporting to financial institutions.


• Direct execution of accounting and system implementation for European, Mexican and Canadian distribution network.


• Implement internal controls and processes to insure the accuracy of financial information.


• Ensure that all established policies, rules, regulations and agreements are followed.


• Ensure that all department processes and procedures are appropriately documented and executed.


• Define and recommend departmental objectives, develop short term and long range plans and projects.


• Provide various levels of management with accurate and timely information necessary to make strategic and operating decisions.


• Evaluate existing and new accounting rules and recommend appropriate actions and/or procedures.


• Perform monthly and quarterly covenant calculation and report to bank.


• Assess and propose systems enhancements and drive process improvement. Actively participate in and/or drive system projects where needed.


• Develop strategy for integrating finance departments as a result of the company’s merger and acquisition and business development activities.

Skills/Knowledge/Ability

• A high sense of urgency, strength of conviction, a level head, and a desire to work closely as a partner with the other senior members of the company’s management team.  Must thrive in a dynamic environment and be a natural leader capable of motivating and driving a team.


• Must possess an exceptionally strong results orientation and bias to action. 


• Will have a minimum of ten years of progressive experience. 


• Demonstrated a strong understanding of financial reporting and previous public accounting experience, preferably at a Big Four firm. 


• Strong knowledge of GAAP, IFRS, etc.  Experience with Sarbanes-Oxley is highly desirable.

Director of Financial Planning & Analysis 

The Director of Financial Planning will primarily be responsible for providing support to the company’s senior team by serving as a critical facilitator of information between operational areas and the finance function. Will understand and support the critical link between functional area cost performance and total company goals and objectives. 

POSITION REQUIREMENTS:

Education

• 4-year degree in accounting or finance required


• MBA required, CPA desired.

Experience

• 10+ years of progressive experience in accounting, financial planning, budgeting and reporting with large consumer manufacturing companies.


• Experience in financial modeling and project evaluation (NPV and ROI).


• Experience in interacting with foreign subsidiaries.


• Strong knowledge of manufacturing cost, inventory analysis, and intercompany cross charges.


• Excellent oral and written communication skills.


• Excellent problem solving and analytical skills.


• Ability to work in a dynamic environment.

Skills/Knowledge/Ability

• Ability to focus on details and to see the big picture simultaneously.


• Flexibility to work with all levels in the organization.


• Demonstrate strong analytical capability through the use of standard tools such as Excel. Knowledge of ERP systems a must.


• Ability to handle multiple projects and to work under pressure.


• Ability to interact with all departments in the company and to provide financial support for their needs


• To travel domestic and international (10%-15%)

 Responsibilities

• Maintaining budgeting and forecasting models: Coordinate the budgeting process with all departments and subsidiaries. Implement and maintain the budgeting system within the company’s ERP. Maintain budget and forecast calendars. Work with other departments to assist in the preparation of their budgets. Analyze results and explain variances.


• Performing financial modeling and analyses by product category: Prepare profitability analyses by country, region and product line. Prepare return and investments analyses. Assist in performing cost/benefit analyses and long-term expense projections to support critical decisions within the organization. Analyze product sales and compare to historical data.


• Corporate reporting (Financial and Operations): Prepare the monthly executive reporting package. Prepare written analyses of key operational and financial variances.


• Making recommendations to optimize margins and profitability: Assist in providing insight and support related new initiatives within functional areas, and building relationships to support better financial decision making.


• Evaluating new projects and investments: Prepare project evaluation models and determine NPV and ROI.


• Research industry best practices and recommend improvements: Perform benchmark analyses and make recommendations to improve processes and resource allocation.


• Other ad-hoc projects.

• Do you have an established book of business  


• Are you dissatisfied with your current situation (employer, comp model, etc.)


• Are you interested in discussing a new home and negotiating your book   


• Are you interested in selling your practice


• Women and minorities strongly encouraged to apply!

Registered Advisors (Team & Sole Practioner Roles/ Practice):              Our premier Financial Client is seeking proven successful Financial Advisors with 7 - 20 years of experience (minimum assets under management $30MM, production $300k). My client would also be interested in purchasing a practice as well.

Responsibilities: 

• Continue to build client relationships with established clients. 


• Build relationships with clients seeking a new Financial Advisor to achieve their financial goals through the use of financial planning and wealth management.


• Market and sell appropriate investment products, financial and wealth management services/products to clients.


• Analyze investment opportunities and client needs, and recommend appropriate strategies


• Prepare and deliver presentations/seminars to clients and prospects.


• Re-establish your client base under new umbrella


• Comply with all industry rules and regulations.

Minimum Qualifications: 

• Currently a producing financial advisor with a book of business.


• 1st or 2nd Quintile producer


• Track record of stable and successful work experience with same employer for a period of 5 - 10 years.  Prefer no more than 2 moves in the last 10 years please.


• Series 7 and 66 registration, and additional licensing
  Ability to communicate effectively with co-workers and clients.


• A bachelor’s degree with 10 years of business experience and proven success in a previous career.


• Must have good credit and a clean U-4


• Proven Financial Professional!
  
  Women and Minorities strongly encouraged to apply! 

• Supervise the corporate accounting group + insurance manager including ME reporting, cash management, AP/AR, insurance as it relates to the management company


• Prepare ME corporate financial package on a consolidated basis, includes MTD/YTD results, variance analysis, MDA & charts.


• Manage and prepare corporate budget including P&L, Balance Sheet and Cash Flow statements


• Manage the corporate and divisional external audit process


• Have 4 direct reports

Primary Responsibilities

• Monthly Earnings reporting package


• Review AP invoices and sign checks/wires


• Prepare ad hoc reports and requests


• Review insurance program and changes w/insurance manager.  Manage the process as it relates to Corporate Management, including reconciling the master policy and payments due from the hotels


• Corporate budget


• Manage the audit process including schedule prep, review of subordinate work and interface with the auditors.


• Develop and implement information systems for accounting, financial analysis and financial reporting; develop and implement internal controls and procedures


• Prepare monthly, quarterly and annual separate and consolidated financial statements, budgets, forecasts and other performance reports with meaningful analysis for management decisions


• Overview accounting and operations to ensure efficiencies run throughout

Qualifications

• BSc/BA Accounting/Finance/Business Administration or other related field


• MBA desired


• CPA a plus


• 8-10years of experience, preferably in a service or real-estate environment

Additional Experience

Financial statement – preparation, analysis, budgeting & forecasting, modeling; management reporting; systems – MAS 200, FRX, Yardi, advanced excel, word, power point;  audits & tax prep; full cycle accounting; 10+ years of accounting experience with public and private firms.