Financial Consultant Salary in San Francisco, CA

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&M's 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 what's 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&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking a Senior 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 target's 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 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 company's 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 client's 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&M's 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 2-4 years of audit and financial accounting due diligence experience at a top accounting firm, with a minimum of 1 year of that experience in financial due diligence Bachelor's or Master's 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 $130,000 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&M's 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

DescriptionAlvarez & Marsal (A&M) is a premier independent global professional services firm specializing in providing turnaround management, restructuring, performance improvement and corporate advisory services.The Healthcare Industry Group (HIG), a subsidiary of A&M, is an established leader known for delivering tangible results for healthcare c-suite executives, boards, private equity firms, investors, law firms and government agencies that are facing complex challenges. We are at the forefront of delivering transformational change to the healthcare industry. Our professionals advise our clients on financial, operational and market performance by assessing all aspects of their operations and providing comprehensive services, including analyzing revenue and financial information, conducting process reviews, identifying key business drivers, and managing risk and compliance issues. HIG also provides services such as revenue cycle management, mergers and acquisitions, compliance and regulatory, information technology and interim management.We are not your typical consulting firm. We are a group of entrepreneurial, results-oriented professionals who take a hands-on approach to solving our clients' problems. Our key differentiation in the marketplace is the combination of "know-how" and "do-how". What will you be doing? As a Consultant you will be working closely with healthcare clients on a range of complex assignments. You will work in a team environment while using your independent judgment and critical thinking skills to provide practical solutions and add value for our clients. The position is a unique opportunity to develop and grow key skills in the diverse and ever-changing Healthcare Industry. This role requires a flexible clear thinker with an aptitude for design and eye for "zero-defect" work. While this role is primarily client-facing and operational, the Associate will also be expected to support marketing, R&D and additional roles as the client may request it. Depending on the client project the responsibilities of an Associate may typically include: Building and maintaining financial and operational models to assess client performance. Forecasting cash flows, analyzing and managing liquidity. Planning and structuring financial transactions. Benchmarking internal and external data . Mapping out processes and managing both client and internal projects . Calculating operating losses and projecting savings . Performing analysis and developing reports and deliverables . Conducting operational data analysis to assist in development of KPI metrics . Participating in client interviews and capturing actionable items . Evaluating business operations and supporting performance improvement initiatives Preparing client-ready deliverables and presentations; assisting with making presentations to clients Conducting healthcare research Assisting with the development of presentations, pitch, and proposal content Our consultants possess a high aptitude for financial and operational analysis and will leverage their excellent written and verbal communication skills to work with senior leaders and clients. We are seeking someone to join our team with an entrepreneurial and collaborative mindset who works well with ambiguity and thrives in a fast-paced environment. As a Consultant you will have the opportunity to demonstrate your leadership, integrity and objectivity when interacting with clients at all corporate levels. Who will you be working with? You will be part of a team that is passionate about and known for delivering transformational change to the healthcare continuum through our consulting, advisory and interim management services in financial and operational performance improvement, strategy, merger & acquisition, and turnaround. How will you grow and be supported? As a Consultant within the Healthcare Indstry Group, you will have the opportunity to take your career to the next level by gaining invaluable industry experience while enhancing and expanding your skillset. As part of our team, you will collaborate with many experienced professionals who will provide you with developmental feedback and growth opportunities.We work with each of our employees to develop a customized career development plan to ensure you are matched with professional development opportunities that meet your unique needs and accelerate your development.We offer a variety of live and virtual training programs, access to best-in-class on-demand training, ongoing on-the-job coaching, a transitional coach to help you acclimate to the practice, and partnership with a mentor who will guide you through your career.Our Healthcare team prides itself on sustaining a culture that reflects our core values. We value integrity, quality, and objectivity in our work. We like what we do and with whom we do it. We embrace diversity, foster inclusiveness, and reward merit. We encourage and support our employees and communities through ongoing investments from leadership, social and networking events, peer-to-peer networks, Employee Resource Groups, volunteer opportunities and pro-bono work. We are committed to promoting an inclusive environment in which all can develop, grow, and be supported.Alvarez & Marsal offers competitive benefits and opportunities to support your personal and professional development. Click to learn about our commitment to your well-being . A&M recognizes that our people drive our growth, and you will be provided with the best available training and development resources through formalized training and on the job training. Learn more about why A&M is a great place to work. What are we looking for? A minimum of three (3) years of prior work experience in healthcare, consulting, or healthcare industry such as healthcare banking, accounting, audit, private equity, managed care, health plans or healthcare operations with a healthcare focus BA/BS degree and/or MBA/MS in Accounting, Finance, or other related healthcare fields such as MHA or MPH Professional certifications such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications are a plus. Strong Microsoft Excel and modeling skills including the ability to prepare and maintain models such as financial and operational models. A strong understanding of accounting and finance including the ability to review and understand financial statements and disclosures; exposure debt and equity transactions is a plus. Working knowledge of the healthcare industry preferred . Advanced Microsoft PowerPoint and Word skills a must; experience with Tableau, SQL, SPSS, Power BI, Action O-I benchmarking, MGMA survey data ais a plus. Excellent verbal and written skills, with the ability to communicate with and present information to all levels of client personnel. Solid project management and organizational skills . Ability to conduct operational data analysis and synthesize information to assist in the development of reports and KPI metrics. Willingness and ability to travel as required. High energy individuals with a passion for healthcare and solving complex issues. Compensation Statement The annual base salary range is $90k - $115k, commensurate with experience. 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. Benefit Summary 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&M's 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.

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&M's 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 what's 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&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New 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 target's 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 company's 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 client's 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&M's 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 Bachelor's or Master's 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&M's 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

POSITION: Controller (part time position)REPORTING RELATIONSHIP: Reports to CEOPOSITION OVERVIEW & ESSENTIAL FUNCTIONSThe Controller position is a key member of the National AIDS Memorial’s management team. The position is responsible for the accounting and finance operations of the organization. Essential functions include (but are not limited to) development of financial policies and procedures; tracking of financial operations; and reporting to senior management and the board of directors. This position will streamline finance and accounting practices to ensure accuracy and maximize efficiencies.Job Responsibilities:• Supports CEO through reporting and tracking of monthly, quarterly, and annual financial reports.• Provides comprehensive financial updates to senior managers by evaluating, analyzing, and reporting appropriate data points.• Helps to develop and support short- and long-term operational strategies.• Develops, maintains, and enforces internal controls and guidelines to maximize protection of company assets, policies, procedures, and workflows.• Develops financial forecasts and budgeting goals with proper scheduling, analysis, and corrective actions required to minimize risk.• Responsible for oversight and management of cash flow projections and reporting as well as temporary released net assets.• Oversees and supports accounting team with dynamic leadership that creates an environment of trust and productivity.• Works with CEO, Treasurer & Investment Committee in the management and oversight investment portfolio to meet objectives as set forth in investment policies.• Supervises Senior Accountant in a variety of functions including AP/AR, bank reconciliation, report generation.• Oversees all facets of accounting activities performed by staff.• Oversees and supports CEO in the development of annual budget.• Ensures National AIDS Memorial follows GAAP standards.• Knowledgeable in nonprofit accounting procedures.• Monitors organization’s practices ensuring they follow policies as set forth in Accounting Policies & Procedures manual.• Manages external 3rd party accounting consultants.• Manages an active chart of accounts with Senior Accountant.• Ensures financial filing and records management systems are in place and consistently utilized.• Ensures compliance with local, state, and federal government reporting requirements and tax filings.Skills, Qualifications & Competencies:• Bachelor’s degree in business, accounting, finance, or related field.• Proven work experience in accounting or a related field.• Understanding of applicable laws and regulations.• Understanding of economic principles, financial markets, and banking.• Understanding of financial data analysis and reporting.• Knowledge of payroll, accounts payable, and accounts receivable functions.• Ability to deliver quality work on tight deadlines, with strong organization and priority setting skills.• Proven experience in financial project management.• Advanced computer skills, specifically in Excel.• Must be able to communicate financial information into sound business language so people of all levels can understand.Education:• A bachelor’s degree in accounting or business.• An MBA or CPA preferred.Location:Primary location is S.F. office with occasional work from East Bay office.Start Date:Applications will be reviewed on a rolling basis. The position will be filled as soon as possible.Compensation & Benefits:This is a part-time position and may have benefits depending upon hours worked.The National AIDS Memorial is an equal opportunity employer committed to developing the leadership skills of people from diverse backgrounds and embraces diversity, equity, inclusion, and justice in all its work.Women, People of Color, Veterans, People with Disabilities, LGBTQIA+ individuals, and all committed to equitable and inclusive workplaces are strongly encouraged to apply.

DescriptionAlvarez & Marsal (A&M) is a premier independent global professional services firm specializing in providing turnaround management, restructuring, performance improvement and corporate advisory services.Our Life Sciences team provides a broad range of services for our clients. When our clients are experiencing distress or significant change, we are there to guide their stakeholders and executives through the challenging times. When our clients are experiencing tremendous growth and see great opportunities, we provide the resources and expertise to help them grow without organizational strain. Lastly, when our clients' business is stagnant, we provide the deep industry, market and financial expertise to move them towards profitability and growth.Our team understands the growing need for agility and linkages to ever-changing market dynamics. We therefore observe industry trends closely, including navigating how the industry builds closer relationships with patients, evolving commercial strategies and models, deploying services that go beyond medicine or devices, considering how new tools like AI and the cloud can be transformative, and, how R&D and the definition of targeted therapy is developing before the worlds' eyes.Our practice provides services across each pillar and support function of the enterprise including R&D, manufacturing, commercial, and business development to strategy, finance, IT and HR. We assist our clients by finding new routes towards productivity and growth, we help reduce costs and increase supply chain reliability and security, and we support our clients by finding new paths to engage their customers. What will you be doing? • Develop growth strategies that fuel expansion, explore adjacent markets, and identify untapped opportunities. Help clients understand their competitive edge and profitability across product lines. Craft pricing and reimbursement strategies that consider customer value, patient needs, cost structures, market dynamics, and product lifecycles. Evaluate business and operating models for growing product lines.SupporM&A activity through due diligence and post-merger integration. Identify and mitigate risks across all aspects of the business.• Partner with private equity clients to assess investments and support portfolio companies. Lead turnarounds for pharma, biotech, medtech, and life sciences service companies.As a senior associate on our team, you will work on the most interesting and challenging problems in the Life Sciences industry. Projects may involve analyzing pharmaceutical pipelines, conducting interviews with key players, creating data-driven insights, crafting compelling presentations, and streamlining workflows. You will be part of a team that is passionate about, and known for , delivering transformational change to the healthcare continuum. We are a group of entrepreneurial, action -, and results-oriented professionals who take a hands-on approach to solving our clients' problems and helping them reach their full potential. What are we looking for? Proven Problem-Solvers with Deep Life Sciences ExpertiseAt this level, you'll be a strategic consultant with a minimum of four years of experience tackling complex challenges within the life sciences sector. You're a quick study, able to seamlessly integrate into ongoing projects and drive impactful results.Sharp Minds Who Collaborate and LeadYour experience fosters a collaborative spirit, valuing diverse perspectives and fostering a supportive team environment. You thrive in a culture of intellectual challenge, where colleagues push each other to excel.Data-Driven Insights with a Global PerspectiveYour analytical prowess is evident. You have a proven track record of leveraging data to identify trends, assess risks, and develop innovative solutions. You understand the interconnectedness of the healthcare landscape and can create strategies that consider broader market dynamics.Client-Focused with a Results OrientationYour passion lies in driving real impact for clients. You possess excellent communication skills and can translate complex insights into actionable recommendations. You have a strong track record of delivering practical solutions that generate tangible value.Ambitious and AccomplishedYour accomplishments speak for themselves. You've built a network and a reputation for excellence within the life sciences industry. You're eager to continue your growth trajectory and make a significant contribution to our team.If you see yourself in this description, we want to hear from you! How will you grow and be supported? As a senior associate within the Life Sciences practice, you will have the opportunity to take your career to the next level by gaining invaluable industry experience while enhancing and expanding your skillset. Our team of experienced professionals will offer you developmental feedback and growth opportunities, allowing you to collaborate with experts and gain invaluable experience.We prioritize the growth and development of each employee. We take a personalized approach by working with you to create a customized career development plan that caters to your unique needs and helps you progress in your career. Our training programs are a mix of live and virtual sessions, and we also provide best-in-class on-demand training. We offer on-the-job coaching to facilitate your learning, assign a transitional coach to help you adjust to the work environment, and pair you up with a mentor who will guide you throughout your career journey.Alvarez & Marsal offers competitive benefits and opportunities to support your personal and professional development. Click to learn about our commitment to your well-being . A&M recognizes that our people drive our growth, and you will be provided with the best available training and development resources through formalized training and on-the-job training. Learn more about why A&M is a great place to work. Compensation Statement:The following are the annual base salary ranges, commensurate with experience: Associate $90-115k, and Senior Associate: $125-150k . 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.Benefits Summary: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&M's 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-KG1

Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:Various Tax-Smart StrategiesFinancial PlanningRetirement PlanningInsurance OptionsEssential Duties & ResponsibilitiesBuild and maintain deep relationships and rapport with affiliate CPA firms.Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.Provide analysis to company CPAs on investment, insurance, and annuity products as needed.Provide effective communication of financial concepts to clients and make recommendations.Maintain knowledge of industry developments and changes.Conduct workshops for clients as prospecting and servicing tools.Work toward continuous quality improvement.Stay current with changing technology, including software and financial programs.Uphold, support, and promote all company policies and procedures.Education & ExperienceTo perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.Bachelor's degree (B.A.) from a four-year college or university.Minimum of two years of related experience and/or training.Experience with MS Excel and Word, and the internet, required.Experience with a financial planning software program(s) preferred.Certificates, Licenses, Registrations:Required: FINRA Series 7/66, or 63/65 combo.Preferred: CFP certification.Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.Completion of ongoing Continuing Education credits is required.A valid Driver's License is required.Physical Demand & Work EffortKeying/typing, standing, walking.Sitting for an extended period.Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.Compliance with company attendance standards.Comprehensive BenefitsWe offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.#Avantax

About The CompanyOur client, a well-recognized business advisory and consulting firm, is looking for a Senior Consultant to join the growing team.ResponsibilitiesReview of client books and records and reconcile account balances to supporting schedulesAssist in preparation of financial statements, footnotes, checklists and necessary support for clients' Form 10-K/10-Q and quarterly earnings releasePrepare non-public company's financial statements, footnotes, and necessary supportAssist Senior Consultant, Directors and Senior Directors to maintain accounting models in ExcelResponsible for highlighting unusual relationships from basis analysis for financial statements and account balancesAssist in various projects including FP&A, IPO Readiness, and M&ARequirementsBachelor's degree in accounting3-4 years in public accountingCPASound knowledge of GAAP, SEC reporting a plusSalary Range$100,000 - $150,000

Diligente Technologies is looking to hire a SAP S4 Hana Financial Analyst, for our Client. This is a hybrid role (minimum 1 day onsite) in San Francisco, 6 months to start with.Job Description:We're seeking a highly skilled Senior SAP S/4Hana FI/CO Consultant with over 12 years of experience in Financial and Management Accounting.Experience in multiple SAP S/4 and SAP ECC full cycle implementations, at least 2 full end-to-end projects preferably on SAP ECC to S/4HANA.Hands-on experience with SAP S/4HANA projects, including configuration, migration and data transformation from SAP ECC 6.0 to S/4HANA.Proficiency in SAP S/4HANA Finance and Controlling modules, with a strong understanding of underlying data structures and functionalities.Deep understanding and hands on experience working with FI modules such as General Ledger (FI-GL), Accounts Receivable (FI-AR), Accounts Payable (FI-AP), New Asset Accounting (FI-AA New), Cost Center Accounting (CCA), Profit Center Accounting, Invest management (IO), CO-Profitability Analysis, Bank Communication Management (BCM), and Treasury Management (TRM), as well as their integration with other SAP ModulesFamiliarity with SAP S/4HANA Group Reporting, Tax Compliance, and Reporting.In-depth understanding of finance processes, accounting principles, and financial reporting requirements.Lead workshops and design sessions to architect FI/CO solutions aligned with Business needs and industry best practices.Experience with SAP Best Practices and translate business requirements into SAP S/4HANA solutions, to meet functional specificationsWork with quality engineering team to execute test plans, scenarios, and scripts to validate system functionality and performance.Troubleshoot issues, identify root causes, and implement corrective actions to optimize system performance.Excellent communication, presentation, analytical, and problem-solving skills.

Trident Consulting is seeking an Oracle Techno Functional Consultant for one of our clients in San Francisco, CA (Hybrid). A global leader in business and technology servicesRole: Oracle Techno Functional ConsultantLocation: San Francisco, CA (Hybrid)Type: Contract to HireJob Description:10-12 years of Oracle techno-functional experience.The last 2 years should have been focused on Oracle Cloud implementation.Experience with Financial (Fixed Asset) and Oracle Projects is essential.Experience implementing 1 - 2 Oracle Cloud Subscription implementation as a lead Subscription Consultant.Functional knowledge and hands-on experience of Oracle Cloud Subscription Cloud.Experience in Oracle Finance module(s) - GL, AR and AP.Able to coordinate with offshore teams.Excellent communication and interpersonal skills.About Trident: Trident Consulting is an award-winning IT/engineering staffing company founded in 2005 and headquartered in San Ramon, CA. We specialize in placing high-quality vetted technology and engineering professionals in contract and full-time roles. Trident's commitment is to deliver the best and brightest individuals in the industry for our clients' toughest requirements.Some of our recent awards include2022, 2021, 2020 Inc. 5000 fastest-growing private companies in America2022, 2021 SF Business Times 100 fastest-growing private companies in Bay Area

Trident Consulting is looking for an Oracle Techno Functional Consultantfor one of our clientsRole: Oracle Techno Functional ConsultantLocation: San Francisco, CA (Hybrid)Type: Contract to Hire10-12 years of Oracle techno-functional experience.The last 2 years should have been focused on Oracle Cloud implementation.Experience with Financial (Fixed Asset) and Oracle Projects is essential.Experience implementing 1 - 2 Oracle Cloud Subscription implementation as a lead Subscription Consultant.Functional knowledge and hands-on experience of Oracle Cloud Subscription Cloud.Experience in Oracle Finance module(s) - GL, AR and AP.Able to coordinate with offshore teams.Excellent communication and interpersonal skills.About Trident: Trident Consulting is an award-winning IT/engineering staffing company founded in 2005 and headquartered in San Ramon, CA. We specialize in placing high-quality vetted technology and engineering professionals in contract and full-time roles. Trident's commitment is to deliver the best and brightest individuals in the industry for our clients' toughest requirements.Some of our recent awards include: 2022, 2021, 2020 Inc. 5000 fastest-growing private companies in America 2022, 2021 SF Business Times 100 fastest-growing private companies in Bay Area