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Associate - Transaction Advisory/Financial Due Diligence
Alvarez & Marsal Transaction Advisory Group, LLC, Los Angeles
DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 8,000 people across five continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&Ms restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients whats really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&Ms Transaction Advisory Group has an exciting opportunity to join a growing team inNew York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a targets quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities include:Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients investment strategy.Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target companys reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the clients valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values integrity, quality, objectivity, fun, personal reward and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&Ms strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group Bachelors or Masters degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $100,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&Ms benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.#LI-JL1
Financial Planning & Analysis Manager
SGS North America Inc., Los Angeles
Company DescriptionSGS is the world's leading inspection, verification, testing and certification company. SGS is recognized as the global benchmark for quality and integrity. With more than 94,000 employees, SGS operates a network of over 2,600 offices and laboratories around the world.Job DescriptionThe Financial Planning & Analysis Manager works directly with Operations and the Business Controllers on their financial reporting and KPI needs as well as their forecast and budget requirements. They will also manage financial projects of varying size and scope including developing detailed project plans and coordinating internal and external resources to ensure all projects are delivered on time and within the scope and budget.Financial Planning & AnalysisCommunication and coordination of Forecast and Budget requirements to the Finance communityWork with operations and business controllers in developing, deployment, training, maintaining, and improving financial KPIs/metrics and tools.Support, maintenance, and assurance of financial data accuracy for all tools deployed by the Finance team.Constant review and development of process/tools improvement to promote enhancement and efficiencies in Finance.Assist and timely delivery of the closing and other finance requirements.Regular review and communication of KPIs/metrics to operations and business controllersParticipation on several special projects of the FP&A and BI teamConsult with other SGS affiliates as needed.Financial Projects ManagementResponsible for the management of multiple projects of varying size and scope including Finance M&A activities.Serves as a Key communicator for project deployment both internally to project stakeholders and to field.Coordinates internal resources and third parties for the flawless execution of projects.Ensures that all projects are delivered on-time, within scope and within budget.Assists in the definition of project scope and objectives, involving all relevant stakeholders and ensuring technical feasibility.Ensures resource availability and allocation.Develops a detailed project plan to monitor and track progress of the various financial projects.Manages changes to the project scope, project schedule and project costs.Measures project performance.Responsible for early risk detection and mitigation, escalating issues when necessary to avoid impact to project commitments and to minimize any project risks.Successfully manages the relationship of the project and all stakeholders.Creates and maintains comprehensive project documentation.Adheres to internal standards, policies, and procedures.Performs other duties as assigned. QualificationsEducation and Experience Required:Bachelor's degree in accounting/finance7+ years of relevant finance and accounting experienceFinancial project management experiencePreferred:Master's degree in accounting in combination with experience listed above.Licenses/ CertificationsProject Management Professional (PMP) certification (Preferred)Knowledge/ Skills/ AbilitiesStrong business acumen/business awareness with solid technical and analytical backgroundStrong attention to detailStrong organizational and inter-personal skillsExcellent professional written and verbal communicationLeadership and coaching skillsAbility to prioritize multiple responsibilities and deadlines.Ability to draw conclusions and make recommendations to various levels of management.Ability to lead through influence.Ability to participate in and facilitate group meetings.Capability to thrive in a fast-paced and highly demanding environment.Language Skills: English - Advanced level proficiencyFrench and/or Spanish (Preferred)Mathematical Skills: Advanced level proficiencyReasoning Skills/Abilities: Advanced levelComputer SkillsMS Office Suite Excel - Expert user level skillsWord and PowerPoint - Intermediate user proficiencyWell-versed in financial systems (Oracle, etc.)TravelTravels up to 10% of the time.BenefitsCompetitive base salary - $100,000-$125,000 (based on experience)Comprehensive benefits package, including health, dental, and 401k retirement planProfessional development and growth opportunitiesPhysical/Sensory Demands Frequency Requirements:Stand - Occasionally Move or traverse - Occasionally Sit - Frequently Use hands - Frequently Reach with hands and arms - Occasionally Climb or balance - None Stoop, kneel, crouch or crawl - None Talk/hear - Frequently Taste/Smell - None Lift/carry/push or pull - Occasionally 10lbs
Financial Analyst
E AND S RING MANAGEMENT CORP, Los Angeles
E&S Ring is a leading residential property management company with apartment communities located in some of the most desired neighborhoods across California. In addition to having our communities strategically positioned in the heart of these neighborhoods, we also have a long-standing reputation as the cool kids on the block.It just so happens that we have an exciting opportunity at our Corporate office in Los Angeles for the position of Senior Financial Analyst. What Were Offering: A role that allows you to put your financial skills to work by multitasking, thinking outside the box, and actively participating in process improvement initiatives. A work environment that thrives on a good sense of humor, fun-loving sarcasm and positive personalities. A top-notch benefits package including: Medical, Dental, Vision and Life Insurance401(K) w/ Match Eligibility & FSA AccountsVacation Days, Sick Pay, Personal Days + Holiday PayTuition Reimbursement ProgramWellness Reimbursement& Most Importantly, a Competitive SalaryLets repeat that one again, because we believe a job should do more than just pay the bills.A COMPETITIVE SALARY!Still here? We thought so! Read on What Youll Need to Bring to the Table: Bachelors degree in Accounting, Finance, Business or greater equivalent is required.Must have significant computerized accounting and software use experience in full-cycle General Ledger, financial statement preparation, monthly accruals, and reporting as well as advanced Microsoft Excel spreadsheet skills. Strong/Advanced Yardi Voyager Property Management experience is required.Experience with Yardi Voyager and Sage Fixed Assets or similar a plus.Must be able to work on a team with high visibility within senior management. Due diligence, investigative and critical thinking skills. Detail oriented, self-motivated and ability to work independentlyStrong work ethic and positive team-player attitude.Strong time management skills.Solid communication skills. Essential Duties & Responsibilities: Create, maintain, review, and reforecast the corporate and propertys annual budgets.Prepare the weekly cash report and monthly cash projections as needed.Review the monthly property financial reports and provide commentary and visibility into financial performance for executive management.Prepare job costing, contract management, and reporting on construction projects in the portfolio.Forecast property financial performance which will be reported to on-site management, executive management, principals, and lenders. Assist in quarterly, semi-annual and annual tax filingsAssist with year-end tax projections for ownership.Review lender-related accounts semi-annually and to ensure lender or self-impounds are accurate. Forecast supplemental property tax calculations as part of the analysis.Manage/support ad-hoc reporting needs as requested.Foster permanent improvement of the financial reporting by preforming ongoing analysis of processes and providing recommended solutions for business process issues.Create new analyses of business trends by creating visual representations such as charts, tables, and graphs. Support automated internal financial reporting. Perform other duties and projects as assigned by the Manager of Financial Reporting, Controller, or President.
Financial Analyst IV
The Judge Group Inc., Los Angeles
Location: REMOTESalary: $30.00 USD Hourly - $35.00 USD HourlyDescription: Our client is currently seeking a Financial Analyst IV to work on a fully remote schedule (EST) on W2. Must sit on the east coast. No C2C or C2H inquiries.Position Title: Financial Analyst/Accountant Beeline: 143557-1 Required Skills: Strong excel skills, Bachelors in finance or accounting, GAAP accounting knowledge Nice to have skills: Auditing, government/state/federal experience Location: REMOTE (EST) Interview Process: 1-2 rounds, most likely 1 with HM Length: Through EoY, likely to extend, volume will only increase Project/Team: Government reimbursement request/invoice team Ideal Candidate: - Create full packages for reimbursement requests/invoices - More of an accounting role then financial analysis - Heavy excel work - Open to different backgrounds - Bachelors in finance or accounting - Minimum of 2 years, strong accounting background - GAP accounting experience - Populate government forms and reimbursement packagesContact: [email protected] job and many more are available through The Judge Group. Find us on the web at www.judge.com
Associate - Transaction Advisory/Financial Due Diligence
Alvarez & Marsal Transaction Advisory Group, LLC, Los Angeles
DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&Ms restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients whats really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&Ms Transaction Advisory Group has an exciting opportunity to join a growing team inNew York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a targets quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities include:Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients investment strategy.Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target companys reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the clients valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values integrity, quality, objectivity, fun, personal reward and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&Ms strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group Bachelors or Masters degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $100,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&Ms benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.#LI-JL1
Financial Consultant
Top Flight Financial, Los Angeles, CA, US
We are seeking a Financial Consultant!As a Financial Consultant, your primary responsibility is to help clients make informed decisions about their financial needs. You will work with individuals and businesses to evaluate their financial situation and recommend appropriate products and services to meet their goals and objectives.We offer a world class comprehensive training program and a competitive compensation package.Responsibilities:Conducting financial assessments: You will meet with clients to evaluate their current financial situation and determine their long-term goals. You will then use this information to develop a customized financial plan that meets their needs.Recommending products and services: Based on the client's goals and financial situation, you will recommend appropriate financial and insurance products, such as life insurance, disability insurance, annuities, and mutual funds.Building and maintaining relationships: You will develop and maintain long-term relationships with clients by providing ongoing financial advice and support.Prospecting and lead generation: You will identify and develop new business opportunities by prospecting, networking, and leveraging your personal and professional networks.Meeting sales goals: You will be responsible for meeting individual and team sales goals and revenue targets.Continuing education: You will stay up-to-date on industry trends, products, and services by attending training and continuing education courses.Qualifications:To be successful in this role you should have:-Excellent communication and interpersonal skills-A strong work ethic-A passion for helping others achieve their financial goals-You should also have a solid understanding of financial and insurance products and services (a bonus, not required)- ability to communicate well and explain complex financial concepts in simple terms (a bonus, not required)Why this job: Work from home, create your own flexible schedule, help families create financial security! Amazing Mentorship and Training Program!
Financial Planner
Top Flight Financial, Los Angeles, CA, US
As a Financial Consultant, your primary responsibility is to help clients make informed decisions about their financial needs. You will work with individuals and businesses to evaluate their financial situation and recommend appropriate products and services to meet their goals and objectives.We offer a world class comprehensive training program and a competitive compensation package.Responsibilities:Conducting financial assessments: You will meet with clients to evaluate their current financial situation and determine their long-term goals. You will then use this information to develop a customized financial plan that meets their needs.Recommending products and services: Based on the client's goals and financial situation, you will recommend appropriate financial and insurance products, such as life insurance, disability insurance, annuities, and mutual funds.Building and maintaining relationships: You will develop and maintain long-term relationships with clients by providing ongoing financial advice and support.Prospecting and lead generation: You will identify and develop new business opportunities by prospecting, networking, and leveraging your personal and professional networks.Meeting sales goals: You will be responsible for meeting individual and team sales goals and revenue targets.Continuing education: You will stay up-to-date on industry trends, products, and services by attending training and continuing education courses.Qualifications:To be successful in this role you should have:-A strong work ethic-A passion for helping others achieve their financial goals-You should also have a solid understanding of financial and insurance products and services (a bonus, not required)- ability to communicate well and explain complex financial concepts in simple termsWhy this job: Work from home, create your own flexible schedule, help families create financial security! Amazing Mentorship and Training Program!
Financial Advisor
Ameriprise Financial, Los Angeles
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.Key Responsibilities* Attend and engage in coaching and training led by the leadership team and established advisors.* Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.* Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.* Schedule and conduct financial planning and advice meetings with clients and client prospects.* Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.* Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.* Build a book of business as a stand-alone Ameriprise Financial advisor.* If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.* Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.Required Qualifications* 3+ years of work experience with a proven track record of success.* Have a network of personal and professional contacts within the local area that you may engage for referrals.* Showcase a background in building strong relationships and delivering superior client service.* Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.* Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.* Ability to obtain required licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)o State Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance and Variable Products linesPreferred Qualifications* Four-year college degree, or equivalent* Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.* Willingness and desire to be part of a coaching relationship and peer learning environment.* Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educatorsAbout Our CompanyWe're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.Base Pay Salary$54,930 - $64,480Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-TimeFull timeExempt/Non-ExemptNon-ExemptJob Family GroupSalesLine of BusinessAAG Ameriprise Advisor GroupPDN-9bd15a49-90ad-45ef-b0a5-633a19f5b170
Financial Services Software Engineer
Pivotal Confidence Consulting, Los Angeles, CA, US
Department: Software EngineeringEmployment type: Full-timeWork Sponsorship: UnavailableIndustry: Financial ServicesHQ: NY, USASize: 2-10 employeesFunding: Seed - US$ 2.8MLocation: RemoteResponsibilitiesScope out and build new products in our suite of financial services.Designing software system architecture and implement scalable (web) services, applications, and APIs.TechnologiesAWSTypeScriptCIRequirementsAbout the roleWe are looking for a Senior Software Engineer to join the team and help us in our mission. As an early software engineer, you will play a critical role in designing, developing, and delivering many new products, from Zero to One. Your technical expertise will inform and shape the future of our technology stack and the processes we use to support it. As we continue to scale our company, there will be opportunities to manage and lead others.Qualifications and experience5+ years of experience writing high-quality production code at a venture-backed startup or top technology firm.Proficiency in Typescript and good understanding of the modern JS/TS development toolchain.Experience creating continuous integration and release workflows.Experience building robust software systems (reusability, logging, monitoring, testing)Cloud know-how (we use AWS for a chunk of our stack)Self-directed and comfortable working autonomouslyBonus pointsPrevious experience at a fintech firm.Understanding of blockchain fundamentals.ResponsibilitiesScope out and build new products in our suite of financial services.Designing software system architecture and implement scalable (web) services, applications, and APIs.BenefitsLocation PolicyWe are excited to bring on the right candidate, no matter where they are in the world. A stipend is provided to make sure that all needs are met, wherever the candidate is.Compensation & PackageCompetitive Salary
FP&A Financial Analyst
Anastasia Beverly Hills, Los Angeles
Anastasia Beverly Hills is seeking a FP&A Analyst to join the Finance team. This person will play a key role in budgeting, forecasting, and planning for all commercial teams.Provide monthly and quarterly support to commercial leaders in performing P&L analysis.Works cross-functionally during month-end close to gather accruals, details on spend, and other financial reporting.Essential Job FunctionsBudgeting & ForecastingSupport FP&A during the annual budget process regarding planning, preparation, consolidation and submissionManage budget template preparation, deployment and consolidationAct as key support to internal customers in the preparation of budget and forecastsProvide improvements on budget process and reportingSupport development of rolling forecast process and reportingFinancial ReportingUpdate Weekly and Monthly Financial Reporting, including:Monthly Income Statement reports Sales reportingOperating expense/project dashboardsWeekly and monthly Scorecards/KPI reportingAdditional reporting requirements as requiredAssist in Monthly Close Review ProcessReview monthly P&L results and explain variances against budget and prior yearPartner with Accounting and department heads to determine real vs timing variances; ensuring completeness of accruals and correct booking of expenses.Develop and maintain revenue and expense models, as well as develop new reporting tools as neededResearch financial posting issues and provide Accounting team with correcting entriesDevelop and automate project trackingFinancial AnalysisProvide detailed analysis and commentary on monthly P&LSupport preparation of pro forma financial statements for business expansion plans and potential new customersWork closely with Sales and Marketing in reviewing performance against approved promotional and marketing plansPrepare monthly rolling forecasts of financial resultsDesign new reports providing insights on the business for management Develop scenario analysis (best/worst case) with recommendations to managementAttend monthly departmental review meetings, provide minutes, follow-up on issues raised during meetingsTrack budget variances and provide management with necessary reporting to manage the business Develop pricing and margin analysisOther various ad-hoc reports, analysis and special projects for management as neededRequirements2-4 years prior experience in financial analysis, budgeting and reporting.BA/BS in Accounting, Finance or related field required.Excellent mathematical and analytical abilities required. Must have knowledge of accounting principles and practices.Must have experience working with large data sets. V-lookup, SUMIF, and Pivot Table expertise requiredPrior experience using business management software systems required; prior experience with Netsuite preferred.Advanced skills in Microsoft Office products including Excel, Word, Power Point and Outlook essential. Microsoft Access experience a PlusExcellent writing, verbal and reporting skillsThis is a hybrid work schedule 1-2 days in office in Beverly Hills.Physical DemandsSitting, Typing, Frequent Standing, and Walking, Occasional lifting (less than 25 lbs)Anastasia Beverly Hills offers a competitive compensation package with full benefits and a 401(K) plan with matching contributions from the company. The starting base salary range for this position in the selected city is $75,000.00 - $95,000.00 annually. Compensation may vary outside of this range depending on several factors, including a candidate's qualifications, skills, competencies, experience, and geographical location. Base pay is one part of the total compensation package that is provided to compensate and recognize employees for their work. This role is bonus eligible.