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Senior Director - Transaction Advisory
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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 a Senior Director 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 a Senior Director, 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 provide our clients with an 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 will include:Counsel and mentor all levels of employees.Handle personnel matters with employees effectively, including but not limited to difficult career counseling situations.Effectively lead the team in conversations with clients and lenders.Manage and prioritize engagements and responsibilities appropriately.Effectively handles all relationship matters with clients, with limited Managing Director involvement.Manage multiple chargeable and non-chargeable projects of varying size and complexity.Identify potential transaction risks and implement strategies to address risks.Act as a subject matter expert in technical accounting subjects relevant to TAG.Generate a full due diligence report.Lead the Quality of Earnings, P&L and Working Capital analyses.Effectively manage day-to-day client interaction and relationships and continue to emphasize the capabilities of A&M to clients.Manages client relationships and ensure all client needs are met.Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.Help engagement executives in maximizing the value the client is receiving from A&M (i.e., monitors engagement leverage, efficiency of staff, and appropriateness of T&Es billed by all team members).Proactively recruit, train, and develop individuals of all levels for TAG.Engage in training initiatives, including developing and teaching courses as appropriate.Display a core understanding of all TAG services (FDD/ODD) and strive to cross-sell TAG and other A&M services, as opportunities arise.Abides by risk management guidelines and engagement review memo procedures.Gather applicable conflict check information and coordinates with Managing Directors to set up engagement codes and other engagement requirements.Assist Managing Directors and Senior Director in sales and business development efforts.Contribute to sales pursuits y generating new client business and/or adding on business from current client.Expand TAG market share within existing clients and increase non-TAG purchases from A&M at both the fund and portfolio levels.Identify and pursue referrals from existing clients and new client opportunities by attending industry conferences.Appropriately manage engagement risk and potential client or engagement issues. 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 10 years of financial accounting due diligence experience at a top accounting firm 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, SEC reporting, and purchase accounting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills including the ability to articulate to senior members of target management, client representatives and colleagues Strong project management skills Flexibility to work as both a team member in a collaborative setting and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $225,000 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.Full-time Positions and Part-time Positions Over 30 hoursRegular 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
Associate - Transaction Advisory/Financial Due Diligence
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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. 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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. 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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
Controller
San Francisco AIDS Foundation, San Francisco
San Francisco AIDS Foundation (SFAF) envisions a future where health justice is achieved for all people living with or at risk for HIV. Ultimately, we strive for a day when race is not a barrier to health and wellness, substance use is not stigmatized, HIV status does not determine quality of life, and HIV transmission is eliminated. Our mission is to promote health, wellness, and social justice for communities most impacted by HIV through sexual health and substance use services, advocacy, and partnership. Our strategic plan includes an articulation of its five key values, which are the foundation for its work and its employees: Justice, Dignity, Courage, Leadership and Excellence. We need passionate agents of social change, vanguards of public health, and practitioners of racial justice to join our fight. POSITION OVERVIEW: The Controller is responsible for the accounting and financial operations of the San Francisco AIDS Foundation and the proper control of the Foundation assets. Ensures the Foundation is compliant with all government financial regulations and that all internal and external financial reporting is consistent with GAAP. Provides oversight of annual external audit and preparation of 990 tax filing. Ensures all financial systems are up to date, efficient and provide for the accurate accounting of financial transactions. Responsible for risk management related to maintaining adequate and prudent insurance coverage. Areas of responsibility include general ledger, accounts payable, cash receipts, payroll, fixed assets and reporting functions. Coordinates and collaborates with other departments to ensure regulations are met and input for financial transactions is controlled, timely and accurate. This position is responsible for the department budget and for supervision of the Assistant Controller, Senior Accountant and Financial Analyst ESSENTIAL DUTIES AND RESPONSIBILITIES: Leads all SFAF's accounting functions (AP, AR and month end close) to ensure complete, timely and accurate financial information is available to staff, management and the Board of Directors to assist in making sound decisions about the Foundation's operations and allocation of resources. Responsible for accurate and timely filing of all financial, tax and payroll reporting as required by government and regulatory agencies. In partnership with the CFO and the Sr. Director of Budget and Contracts, support the external annual financial audit that includes the Single Audit in connection with federal grants. Timely file and complete the annual tax form 990 at the federal and state level according to applicable government regulations. Ensures SFAF's financial policies follow generally accepted accounting principles and practices and with all applicable government regulations related to accounting and adhere to SFAF's internal controls as stated in its policies... Evaluates, maintains and upgrades financial systems to ensure the financial reporting needs of the Foundation are met. Works with outside companies to provide support and training as needed. In collaboration with the Sr. Director of Budget and Contracts, manages the Foundation's 340B pharmacy program, including program analytics, evaluation and communication of results and issues to the 340B committee members. Manages relationships with outside financial organizations (investment managers, banking organizations, vendors etc.), to ensure Foundation assets are properly secured and reporting is timely and accurate. Works with investment advisors to ensure adherence to Foundation's investment policy. Works with insurance brokers to ensure Foundation's insurance policies are sufficient to meet the needs of the organization. Establishes and maintains systems for cash management which provide for liquidity and safety in compliance with the Foundation's operating reserve practice and investment policy. Stays current with all applicable accounting, tax and other regulations and requirements, adapting policies and practices accordingly. Coach and train direct reports to improve efficiency within the finance department. Partner with the CFO, Sr. Director of Budget and Contracts and IT to modernize SFAF's reporting delivery systems. Performs other related duties as assigned. ESSENTIAL QUALIFICATIONS: Finance knowledge: Strong knowledge of GAAP and accounting/finance regulations. Knowledge of advanced accounting principles, particularly in non-profit accounting. General knowledge of payroll and tax regulations. Analytical skills: Ability to analyze complex financial issues and provide recommendations. Business ability: Ability to train and coach employees to ensure they meet the requirements of the department and job functions. Strong problem-solving skills. Ability to convey difficult and challenging information to employees. Software skills: Microsoft Office experience and general computer knowledge required. Interpersonal skills: Strong written and verbal communication skills. Solid commitment to customer and employee service. Ability to communicate reasoning to provide clarity on processes and changes. Judgment: Exhibits sound and accurate judgment, can clearly explain logic and reasoning for decisions. Includes appropriate people in the decision-making process. Adaptability: Adapts to changes in work duties, organization structure and changing priorities. Customer Service: Ability to work comfortably with diverse populations, with sensitivity to issues concerning HIV and all disabilities. Responds efficiently and cordially to requests for service and assistance. Professionalism: Reacts well under pressure; treats others with respect and consideration; follows through on commitments. Completes tasks on time and takes responsibility for own actions. Quality: Sensitivity to diverse populations and work styles, timely response to deadlines and ability to handle multiple priorities simultaneously. EDUCATION AND EXPERIENCE: Bachelor's degree in business or related field required. Minimum of ten years of experience in accounting and financial management in an automated setting reflecting increasing levels of responsibility or five years similar experience with a CPA and/or MBA. Supervision and team building experience required. This position will have access to protected health information (PHI) and may only access, use or disclose the minimum information necessary to perform their designated role on behalf of San Francisco AIDS Foundation, regardless of the extent of access provided. The Salary Range for this role is $156,000 - $174,000SUPERVISION: This position oversees the Assistant Controller, Senior Accountant, and Financial Analyst. PHYSICAL REQUIREMENTS AND WORK ENVIRONMENTS: Skill in operating equipment such as a personal computer, copy machine and telephone system. Ability to perform routine bending, stooping, twisting, and reaching. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The position may have exposure to blood borne pathogens and other infectious agents. WORK ENVIRONMENT: This position is primarily located at 1035 Market Street San Francisco, however it may occasionally require traveling to other office locations or off-site meetings as required by the job. Role may include evening and weekend coverage. The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for personnel so classified. EMPLOYEE BENEFITS: SFAF is proud to offer a comprehensive benefits package for our full-time employees. These include: Vacation + Leave 24 days of combined Paid Time Off/Sick Time Off for the first two years of employment 29 days of Paid Time Off/Sick Time Off after two years of employment 14 paid holidays per year Retirement 403(b) Plan - SFAF matches employee contributions (1 to 1) up to 3% of salary Health Coverage Flexible Spending Account to set aside employee pre-tax dollars for unreimbursed medical and dependent expenses. Medical insurance - premium fully/partially paid by SFAF for employee (Kaiser Permanente HMO, Sutter Health Plus HMO) Vision insurance - premium fully paid by SFAF for employee (MetLife) Dental insurance - premiums fully/partially paid by SFAF for the employee (MetLife Insurance) Employee Sponsored Care Plume - Gender Affirming Care Care.com - Family care benefits Maven - Family Forming benefits Life Insurance + Disability + Family Leave Life Insurance and AD&D insurance - Employer Paid: 100% of salary, up to $100K (MetLife) Long term disability insurance (MetLife) Family and Medical Leave Act (FMLA) and California Family Rights Act (CFRA), Pregnancy-Related Disability Leave (PDL), as applicable San Francisco AIDS Foundation has exclusively retained Impact Search Advisors by Nonprofit HR to assist in the recruitment efforts for its next Controller. Interested candidates should submit a complete application, resume, and cover letter for consideration. Your cover letter must address your experience and qualifications as aligned with the organization's needs and your specific interest in The Foundation. Interested individuals are encouraged to apply immediately. Applications submitted by or before May 9th will be prioritized.Please visit: https://www.sfaf.org/ for more information about the organization. For further details about this opportunity, contact Sophia LaFontant, Consultant, Search, at [email protected].
Sr. Product Manager-Technical , Worldwide Real Estate Engineering
Amazon, San Francisco, CA, US
DESCRIPTIONWe are looking for a self-motivated Senior Product Manager with strong interpersonal skills and experience leading large scale initiatives. The successful candidate will drive the transformation of our building automation system across a global portfolio of real estate facilities, contributing to Amazon’s 2040 goal of achieving net-zero carbon (NZC). The Enterprise Building Management System (EBMS), our cloud-based building analytics platform, is evolving with smart analytics capabilities centered on leveraging machine learning and artificial intelligence (ML/AI) to support operation facilities globally. We are actively seeking a highly-motivated, multi-talented Senior Product Manager who is enthusiastic about developing cloud-based products with a focus on design, quality, performance, and customer satisfaction. The candidate will serve as the product lead with sufficient knowledge and understanding of how to optimize team and processes, and to deliver scalable solutions. Key job responsibilities• Lead the WWREE and Sustainability EBMS product definition, design, development, and launch of products that delight customers• Lead the WWREE and Sustainability EMBS product development strategy and vision supported by internal and external analysis• Create buy-in for the product vision both internally and with key external partners• Define creative, high quality, simple product roadmaps based on product strategy and vision• Work closely and collaboratively with design and product teams from partner organizations• Develop and track detailed business requirements and user stories that can be used to create product specifications and application architecture for each product• Influence backlog prioritization and trade-offs among customer feedback, performance, and operational support load• Work closely with hardware and software engineering teams to deliver features to market• Proactively identify and resolve strategic issues that may impair the team’s ability to meet strategic, financial, and technical goalsWe are open to hiring candidates to work out of one of the following locations:Bellevue, WA, USA | San Francisco, CA, USABASIC QUALIFICATIONS- Bachelor's degree- Experience owning/driving roadmap strategy and definition- Experience with feature delivery and tradeoffs of a product- Experience contributing to engineering discussions around technology decisions and strategy related to a product- Experience managing technical products or online services- Experience in representing and advocating for a variety of critical customers and stakeholders during executive-level prioritization and planningPREFERRED QUALIFICATIONS- Experience in using analytical tools, such as Tableau, Qlikview, QuickSight- Experience in building and driving adoption of new toolsAmazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please visit https://www.amazon.jobs/en/disability/us.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $121,000/year in our lowest geographic market up to $235,200/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit https://www.aboutamazon.com/workplace/employee-benefits. Applicants should apply via our internal or external career site.
Real Estate Tax Senior Associate (Pleasanton, San Francisco, Silicon Valley)
Baker Tilly, San Francisco
OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesAre you interested in joining one of the fastest growing public accounting firms?Would you like the ability to focus on one industry sector and further become an expert for your clients?If yes, consider joining Baker Tilly (BT) as a Tax Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serveYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrowWhat you will do: Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients:Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companiesParticipate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiriesTeam with leaders on special projects in various areas of corporate and flow through taxation such as accounting methods and ASC740Develop recommendations for the client to consider and share with leadership to discuss and strategizeCommunicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areasLearn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programsUtilize your entrepreneurial skills to network and build strong relationships internally and with your clientsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsEnjoy friendships, social activities and team outings that encourage a work-life balanceQualificationsSuccessful candidates will have:Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being consideredCPA or JD license preferredTwo (2)+ years of experience providing federal tax compliance and consulting services in a public accounting firmDemonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solvingStrong leadership, project management, organizational and analytical skills, initiative, adaptabilityMicrosoft Suite skillsHighly developed software and Microsoft Suite skillsEligibility to work in the U.S. without sponsorship preferredAdditional InformationFor California, Colorado, New York and Washington: The compensation range for this role is $72,180 to $124,660. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.#LI-JB2#LI-Hybrid
Associate - Transaction Advisory/Financial Due Diligence
Alvarez & Marsal Transaction Advisory Group, LLC, San Francisco
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
Investment Vice President - PGIM Real Estate (San Francisco or Newark)
Prudential Ins Co of America, San Francisco
Job Classification:Investment Management - InvestmentsInvestment Vice President – PGIM Real Estate (San Francisco or Newark) A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!   If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.  At PGIM, You Can!  What you will do PGIM Real Estate’s Core Debt team is seeking a Vice President to lead and work as part of the Portfolio Analytics team. The Portfolio Analytics team is generally responsible for performance monitoring, fund statistics and analytics, forward looking projections, liquidity management, investor reporting, and coordination of marketing materials for the fund. Portfolio Analytics provides strategic support for the Portfolio Management Team.The Portfolio Vice President will be part of a team responsible for supporting the portfolio reporting and analytics needs of an open end core debt fund, ten single client accounts, and, as needed, the Affiliated General Account. This individual will work closely with the portfolio management teams and will be responsible for portfolio and investment-level reporting and portfolio forecasting associated with investment activity, marketing, and client requirements. This individual should be a critical thinker that will not only be responsible for the reporting of data, but modeling and analysis on a fund and specific-investment basis for, both, open end funds and single client accounts.This individual will work closely with all members of the fund team and will be expected to understand new and existing investments and their impact on the current portfolio's liquidity, adherence to the Funds’ investment guidelines, performance, and risk status.  The position also involves direct interaction with multiple internal and external partners, like fund operations/accounting, investor services, marketing services, originations, research, business development, and valuations.What you can expect Managing deliverables across multiple investors and PM teamsGeneral preparation and upkeep of various models and PowerPoint decksLiquidity and sensitivity analysis bases on capital flows, transactions, and other assumptionsFund-level projections regarding returns, liquidity, diversification, revenue, and fees Ad-hoc analyses as necessary for portfolio managers to make fund management decisions.Compilation and preparation of monthly and quarterly client materialsMarketing material contentInvestment and fund schedule review of materials prepared by operations and/or other third-party service providers.What you will bring Bachelor’s degree required, preference for degree in Finance, Accounting, Economics, or related field. Minimum of 7 years’ experience in a finance or accounting role; prior experience in fund reporting a plus; Real estate, fixed income, debt fund or banking investment industry preferred.Understanding of basic real estate, fixed income, debt and finance terms and concepts, Strong quantitative skills and demonstrated analytical ability.Demonstrated ability to prioritize and meet competing deadlines in a fast-paced environment and work well under time constraints.Demonstrated skills in working effectively in teams at a high level of collaboration. Strong organizational, interpersonal and communication skills and the ability to convey complex data in an easy, concise, and simple manner.Self-starter and intellectually curious.Computer proficiency with a strong working knowledge of the suite of Microsoft Office applications.Proficient in Excel, including pivot tables and advanced modeling capabilities.What will set you apart? Investment management experience a plus, but not necessary.CFA designation a plus.Previous experience managing a team a plus.*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. What we offer you Medical, dental, vision, life insurance and PTO (Paid Time Off)  Retirement plans:  401(k) plan with generous company match (up to 4%)  Company-funded pension plan  Wellness Programs to help you achieve your wellbeing goals, including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs  Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional health, and career development.  Tuition Assistance to help finance traditional college enrollment, approved degrees, many accredited certificate programs, and industry designations.  To find out more about our Total Reward package, visit Work Life Balance | Prudential Careers  NotePrudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The base salary range for this role is from $150,000 to $175,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. This role is also eligible for additional compensation and/or benefits including a competitive, discretionary annual cash bonus opportunity along with long term incentive awards. Eligibility to participate in the discretionary annual incentive programs are subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance About PGIM Real Estate Group PGIM Real Estate is one of the largest real estate managers in the world with more than $180 billion in gross assets under management and administration.  It strives to deliver exceptional outcomes for investors and borrowers through a range of real estate equity and debt solutions across the risk-return spectrum. PGIM’s scope of insights, rigorous risk management and seamless execution are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing and the deep local expertise of professionals in 32 cities globally.  PGIM Real Estate Agricultural Finance is one of the largest agricultural investment managers with over $10.5 billion in debt and equity investments.  PGIM Agricultural Finance, the debt side of the business, represents approximately $8.5 billion of the total and invests on behalf of its affiliate and third-party institutional investors. About PGIM – Global Asset Management  PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.27 trillion in assets under management as of June 30th, 2023 With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives.  With a history dating back 148 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit PGIM.com. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.  Our Commitment to Diversity, Equity, and Inclusion  Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.  Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates.Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at [email protected] for more information about doing business with Prudential.PEOPLE WITH DISABILITIES:If you need an accommodation to complete the application process, which may include an assessment, please email [email protected] note that the above email is solely for individuals with disabilities requesting an accommodation.  If you are experiencing a technical issue with your application or an assessment, please email [email protected] to request assistance.
Real Estate Partner - 100% Remote
We Are Legal Revolution, San Francisco
???? NEW IN ???????????Law Firm Partner ???? Award-Winning US Law Firm ???? Bonus Potential of up to US$ 1M Annually ????San Francisco - Hybrid / 2 days in office????Company:????A prestigious US law firm known for its innovative, challenging, and rewarding work culture?????Opportunities for key involvement in strategic decisions, specifically in leading the Real Estate Litigation practice area????High client satisfaction scores, evidencing our dedication to superior service????????????? Role: Partner (Real Estate Litigation)? Principal attorney for key client relationships and real estate litigation cases? Lead and shape the growth of the Real Estate Litigation practice area? Represent clients in court, mediation, arbitration, and negotiations? Develop and execute strategic case plans, ensuring adaptability and effectiveness? Drive firm efficiency and innovation in legal processes????Requirements:? A minimum of 4 years of experience in Real Estate Litigation? Juris Doctor (J.D.) from an accredited US law school? Active license to practice in California, with additional licenses beneficial? Proven success in managing complex litigation cases and leading a team? Consistent book of business of US$ 500,000 or more???? Package & Benefits:? Salary up to US$ 400K per annum (negotiable) + 401K? Annual bonus potential of up to US$ 1M? Generous PTO, coverage for professional dues, and a comprehensive benefits package??Other points of interest:? San Francisco - Hybrid work model, 2 days in office? A supportive and team-oriented work environment that fosters professional development
Tax Accountant
Arrow Search Partners, San Francisco
About The CompanyOur client is a $40 billion asset manager with investments strategies that include credit investments, long/short equity, merger and risk arbitrage, real estate investments, and direct investments. The Tax Accountant will be responsible for all facets of the tax accounting function.ResponsibilitiesPreparation and review of hedge fund, private equity fund, real estate fund and SPV tax work papers and tax returns, respectivelyPreparation and review of estimated tax calculationsPreparation and review of investor tax documents and reportsRelationship management with outside accounting, tax, and law firmsResearch and analysis relating to investor tax questions and providing appropriate responsesCoordination with other departments as well as outside audit firm with respect to audited financial statements, including ASC 740 analysisResearch and analysis relating to tax law changes that impact the asset management industryRequirementsBachelor's degree requiredCPA preferred3-4 years of tax accounting experience in the hedge fund/private equity industryExperience with and significant knowledge of hedge fund specific tax issuesExperience with the preparation and review of tax work papers as well as federal and state tax returnsSalary Range$175,000-$190,000
Senior Account Executive
MMC, San Francisco
Senior Account Executive- Commercial AccountsCustomer and client expectations are constantly evolving. Companies are merging at historic rates. Technology is developing faster than the market can keep up with. So what competitive advantage is left? The answer: People. At Marsh, our people are the only irreplaceable assets, the ones who will make the difference now and for years to come.Marsh is seeking candidates for the following position:Senior Account Executive- Commercial Property & Casualty (P&C) - Corporate BrokerageWhat can you expect?Provide support to help clients coordinate solutions, manage accounts, obtain advice and administer plans.Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs.Resolve and oversees customer issues surrounding consulting, information, and software services, solutions, and products.Serve as a thought leader within the organization and complies with all compliance, professional and transparency standards to better serve clients.What is in it for you?A company with a strong brand and strong results to matchCulture of internal mobility, collaboration and valued partnership with HR from the business.Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.Competitive pay (salary and performance bonus potential) and full benefits package - starting day one (medical, dental, vision, STI/LTI, life insurance, generous 401k match AND contribution).Flexible work opportunities for work/life balanceTuition Reimbursement plan per year and participation in our Employee Stock Purchase PlanWe will count on you to:Utilize detailed risk expertise to perform critical client functions, including: evaluating risks; reviewing loss experience, cash flow and financials; developing solutions; articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines.Monitor the retention of business and generates new business.Help establish the growth and retention strategy for account team and monitors implementation.Ensure the success of relationships with moderately complex clients, prospects, client teams and producers to provide best in class service and drive growth.Serve as a client contact and responds to more complex client needs and questions to improve the client experience.What you need to have:Bachelor's degree or equivalent work experience requiredMinimum of 12 years' of commercial P&C insurance coverage experience in a risk management or brokerage capacity.Working knowledge of insurance coverages is required.What makes you stand out:Master's degree or other advanced degree.CPCU, ARM or other insurance designations a plus.Excellent analytical, project management and problem-solving skills.Marsh is the world's leading insurance broker and risk adviser. With more than 45,000 colleagues advising clients in over 130 countries, Marsh serves commercial and individual clients with data-driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people. With annual revenue of $23 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. For more information, visit marshmclennan.com, follow us on LinkedIn and Twitter.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.If you have a need that requires accommodation, please let us know by contacting [email protected] McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local based teams will identify at least one "anchor day" per week on which their full team will be together in person. office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.The applicable base salary range for this role is $125,400 to $267,500.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.