Job Seekers

DateTitleArea(s)StatusDescription
Nov 18Director of Business Development for an innovative Educational CompanyLos Angeles, CaliforniaHot

Our client is an educational company focused on innovative training programs. They work with large employers, government agencies, school districts, and individuals to deliver unique programs that help to save lives. They are seeking a Director of Business Development to be responsible for growing revenue through existing and new channels. This person will be responsible for developing the necessary strategies for successful operations and growth of the department.

Responsibilities:

- Create unique strategies, coordinate marketing initiatives, manage sales, understand the financial goals of the business, and coordinate all of these areas into cohesive action plans

- Identify and propose potential business deals to a wider market by contacting potential partners across school districts, insurance companies, and other potential affiliate groups

- Identify trendsetting ideas by researching industry and related events, publications, and announcements

- Develop, coordinate, and implement sales and marketing plans to meet company growth objectives

- Build and manage a team of sales and sales operations rockstars

- Meet KPI’s which includes: establishing strategic partnerships with insurance carriers, school districts, and court systems; securing corporate sponsors for teen programs; expanding a pool of online affiliates offering programs; promoting the programs to various courts

Requirements:

- Bachelor’s degree required- 5+ years’ business development experience, with management responsibilities

- Experience in sales or business development in the industries of Insurance, Public Schools, County Courts/District Attorneys

- Experience meeting full cycle sales goals including prospecting, identifying client needs/market knowledge, presenting offer, managing objections, and meeting customer needs

- High level of energy/professionalism

The job is done during the day and in an office environment, starting early to align with East Coast time. Some responsibilities can go into off hours and may be completed from home, but a majority will take place Monday through Friday. While candidates in the Los Angeles area are preferred, exceptionally qualified candidates from outside the region will be considered.  

Nov 13Finance Manager for a Leading Charter School OrganizationLos AngelesHotOur client is a leading charter school organization dedicated to transforming the face of public education in historically under-served areas. They are known for providing an empowering support network, innovative and customized teaching methods, and community outreach. They are seeking a Finance Manager to work closely with the Director of Finance. The Finance Manager will provide precise and punctual financial statements and analyses in order to support our client’s ultimate goal of expanding their mission to other regions around the U.S.

Responsibilities:

- Design project workplans and leadership development initiatives for a team of three Financial Analysts

- Learn and understand the organization’s funding models and sources, expenses, and discover opportunities for new funding

- General finance strategy, such as financial analyses and reporting, forecast reviews for the Board of Directors, and annual budgeting for schools, home offices, and special projects

- Work with multiple departments in order to identify strategies to minimize potential risks and improve overall financial outcome

- Supervise and assist with the creation of in-depth, long-term financial projections, including cash flow analysis, balance sheets, and income statements

Qualifications:

- Bachelor’s degree required, MBA or equivalent experience strongly preferred

- Minimum of 5-8 years in finance or accounting--experience with public education financing a plus

- Experience managing teams and multiple projects at once, bearing in mind the individual project details and objectives

- Ability to lead strategic initiatives—interpret financial data and create insightful models that can be upheld and improved by team members over time

- Thoughtfulness and creativity, ability to work side by side with colleagues at various levels and from different departments

- Growth mindset with a drive for personal and professional improvement

- Commitment to the organization’s mission and a desire to be part of improving the communities that they serve
 
Oct 30Manager of Corporate Development and Finance for a PE-Backed Online Printing ConglomerateLos AngelesHot

Our client is a fast-growing, private equity-backed provider of online printing solutions and marketing collateral for SMBs. They are seeking a Manager of Corporate Development and FP&A. Reporting directly to the President, this person will update financial models, analyze capital investments, and address key issues across pricing, growth, competition, operations, and a variety of other cross-departmental areas.  This person will also work closely with the acquisition team on due diligence efforts and lead some business development initiatives.

This is a full-time role within a results-focused company that will allow for improved work/life balance over the traditional management consulting or i-banking path.

Responsibilities:

- Perform/analyze financial forecasting, reporting, and operational metrics tracking

- Support and manage business development, due diligence, and M&A efforts - research, analysis, modeling, etc.

- Report financial performance and prepare for leadership reviews

- Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements

- Work closely with Finance Team to ensure accurate financial reporting

- Provide analysis of trends and recommend actions for optimization

- Perform market research

- Prepare forecast models for revenue changes and expenditure increases/decreases

- Provide end of month reports

Qualifications:

- 3+ years working in finance department

- 2 years of M&A investment banking experience is preferred

- BA degree in Finance or equivalent work experience

- Strong quantitative and analytical experience

- Excellent interpersonal communication and problem-solving skills

- Best-in-class advanced excel skills; SQL and/or Tableau knowledge a plus

- Ability to work with minimal supervision

Oct 30Instructional Designer/Curriculum Writer for a Sales Training FirmNationalWarm

Our client specializes in sales training for salespeople and managers in a variety of industries. They implement sales development programs, best practices, sales management skills, and programs to convert a service culture to a sales culture. They believe in helping their clients create a unique and positive buying experience for their customers. They are seeking a contract Instructional Designer/Curriculum Writer to add to their team. This person must have a strong business acumen and executive presence, as well as a client service mindset and desire to over-deliver.

Responsibilities:

- Evaluate and critique existing presentation and educational materials

- Play an involved role in the development of new curriculum delivery methods, timing, and content – working with internal team as well as client resources

- Leverage existing IP and develop new IP to deliver on the client engagements' goals

- Provide expertise and strategy as to how best to deliver consultancy’s IP to a variety of audiences in a variety of formats

- Work with subject matter experts and identify target audience’s training needs

- Apply tested instructional design theories, practice, and methods

Requirements:

- 5+ years Instructional Design/Curriculum Writing experience; preferably in a business setting

- Experience in adult learning settings

- MS in Instructional Design other advanced degree strongly preferred, but not mandatory

- Motivated and diligent self-starter with an ability to lead

- Superior written and oral communication skills; detail-oriented

Oct 18Associate for a Luxury Real Estate Development and Investment FirmLos AngelesHot

Our client is a full-service luxury real estate development and investment firm with operations in California, Mexico, Hawaii, and Colorado. They specialize in resort and residential communities located in world-class destinations around the world. They are seeking an Associate to perform financial analysis, support new investments and financings, and track development and operating budgets across the portfolio. This candidate's immediate focus will be on a resort community in the Los Cabos region of Mexico where our client is building some of the world’s finest hotels and residences and will require a mix of best-in-class analytical chops, strong writing and communication skills, and unmatched business instincts.

Responsibilities:

- Perform financial analysis and due diligence to underwrite new investments in a number of diverse destinations

- Create and maintain financial models for all projects

- Assist in closing financings, equity raises, and asset dispositions

- Investor, lender, and internal financial reporting

- Development and operating budget tracking

-  Ad hoc modeling and analysis and general rolling-up-of-sleeves as necessary

 Requirements:

- Bachelor’s degree required, preferably in a finance-related field (finance, economics, real estate)

- MBA degree, a plus

- 2-4 years+ experience required, preferably in a related field (i.e., real estate, investment banking, finance, lending, etc.)

- Background in real estate development or investment, highly desirable

- Excellent working knowledge of the MS suite, with guru-level comfort in Excel

- Advanced modeling skills

- Strong written, oral, and interpersonal communication skills

- Ability to work effectively in a small entrepreneurial team environment as well as independently

- Strong work ethic with a desire to be a part of building something big
 

Oct 17Senior Finance Analyst for a Large RetailerCalabasasHot

Our client is a large tool and equipment retailer based in Calabasas. They are seeking a Senior Finance Analyst to support their finance team in various daily operations of retail financial planning and analysis.

Responsibilities:

- Collaborate with various department heads responsible for P&L, cash flow, capital plan, and balance sheets to develop Annual Operating Plan

- Drive business optimization and continuous improvement efforts through detailed data analysis of budgets and spending

- Create monthly forecasts for all aspects of financial activity

- Communicate any potential financial risks or opportunities that are identified through analysis to higher management

- Assist with developing the yearly Strategic Plan and analyze the impact of such strategies on the long-term financial goals

- Lead creation of cash flow models and ad-hoc analyses to support critical finance and investment decision-making

- Evaluate financial planning processes and suggest and initiate improvements

- Additional projects as assigned

Qualifications:

- Bachelor's degree in finance, accounting, economics, or a related field required, MBA preferred

- 4-7 years experience in finance, with a heavy emphasis on FP&A

- Experience in retail, consumer goods, or related industry, a big plus

- Experience with MS Office (especially Excel) and other financial management systems

- Excellent critical thinking and analysis skills with the ability to create complex financial models and plans

- History of working in a fast-paced environment, with the ability to self-direct and adapt quickly to changes

- Demonstrated presentation skills, and ability to interact with both colleagues and senior management in a courteous and professional manner
 

Oct 17Manager/Senior Manager (Corporate Strategy) for a Large RetailerCalabasasHot

Our client is a one of the largest tool and equipment retailers in the country. They are seeking a Manager or Senior Manager to work within the corporate strategy group on various initiatives across the organization. This position will work closely with the Corporate Strategy and the senior Finance team to address key issues across pricing, growth, competition, operations, and a variety of other cross-departmental areas.

The ideal candidate will possess a strong analytical skillset and a background within a top-tier management consultancy and/or investment bank.  This is a full-time role within a results-focused company that will allow for improved work/life balance over the traditional management consulting or i-banking path. 

Job Responsibilities Include:

- Using data and analytics to answer key strategic questions across the company

- Conducting and leading internal research efforts to understand various issues within departments ranging from retail operations, distribution, finance, marketing, and more

- Maximizing growth and/or cost-saving opportunities through thoughtful analysis and clear communication to a variety of internal stakeholders

- Proactively identifying opportunities to create value

Minimum Job Qualifications:

-  Bachelors Degree, MBA a plus

- 4-8 years of experience, at least some of which was within an i-bank or management consulting firm

- Experience with retail clients and/or in a similar function within a large retailer a major plus

- Best-in-class advanced excel skills; SQL and other data analytics skills a huge plus

- Scrappiness, thoughtfulness, and creative problem-solving skills

- Ability to collaborate with a high-impact team

- Strong written and oral communication skills within an ability to persuade

- Attention to detail

- Proven track record within a fast-paced and high-growth team

 

Oct 16Manager, Merchandising and Space Strategy for a Large RetailerCalabasasHot

The Manager, Merchandising & Space Strategy is responsible for supporting the Category Management team with assortment, pricing and, particularly, in-store merchandising insights to drive the business.  The core responsibility will be to develop analytics to drive in-store merchandising decisions.  Additional responsibilities will include partnering with other departments to design & monitor merchandising tests as well as creating post-mortem analyses & socializing to drive future decision-making.

Essential Duties and Responsibilities:

- Build models & analytics that determine the value of shelf space across each area of the store

- Leverage these analyses to inform merchants on how to organize their products on shelf to maximize sales

- Design & lead cross-functional projects on aggressive timelines and with visibility to senior leadership

- Develop KPIs and targets to understand efficiency and effectiveness of the store and our key marketing vehicles

- Work with large data sets to develop novel analytics to identify improvement opportunities

- Build dashboards to track results and ensure continuous improvement

- Partner with department leadership and merchant teams to design tests, read results and distribute findings

Skills:

- Demonstrated ability to identify key insights from data to solve business problems

- Proven ability to manage situations that require analytical thinking, negotiation, interpretation, and execution

- Expertise in MS Excel, MS Access and/or other analytical tools

- High proficiency in financial/statistical modeling applications including forecasting and/or optimization preferred

- Knowledge of retail, supply chain, merchandise layout and/or space planning practices and procedures

Education and/or Experience:

- 4-year Bachelor’s degree in a related field or equivalent experience

- 2-4 year’s work experience in Retail Strategy & Analytics, Management Consulting or Investment Banking

- Retail experience preferred

- Experience with JDA, Apollo and/or other retail space planning software a plus

- MBA or advanced mathematics / statistics degree
a plus

Oct 14Regional Director for a Respected Business AssociationNorthern VirginiaWarm

Our client is a well-known business association. They have recently expanded into Northern Virginia and Washington D.C. and are seeking a Regional Director to lead the charge.  This role is perfect for someone with a strong business network (lawyers, accountants, real estate professionals, and other service providers) who is great at relationship-building and self-motivated.  This is a high-growth, entrepreneurial role within an established company with an incredible track record.  

Responsibilities:

- Develop and maintain a healthy pipeline of qualified member candidates

- Maintain strong membership retention numbers by working with group leaders and executive committee members

- Research and provide custom programs to keep members engaged  

- Ensure group leaders are supported so they can execute on the benefits of the organization and give members the best experience

- Build out the chapters with quality candidates who can add to the group

- Design, implement, and manage marketing programs to get the brand name out to the right professionals

- Facilitate networking between members to add value to the membership and program

- Leverage existing networks to bring in new members

- Lead (plan, facilitate, follow-up) group leader meetings

- Identify appropriate venue/scheduling for Company-hosted events

Requirements:

- Bachelors Degree

- 5-7+ years experience in a similar sales-oriented role

- Experience with another professional membership organization, a big plus

- Excellent oral and written communication skills

- Self motivated professional who is able to work from home and manage themselves

- Ability to attend early morning meetings and evening events (monthly – quarterly)

- A natural networker and “people person,” required!
 
- Creative and an ‘out of the box’ thinker and strong problem solver

Oct 14Regional Director for a Well-Known Business AssociationNew York, New YorkWarm

Our client is a well-known business association. They have recently expanded into New York City and are seeking a Regional Director to lead the charge.  This role is perfect for someone with a strong business network (lawyers, accountants, real estate professionals, and other service providers) who is great at relationship-building and self-motivated.  This is a high-growth, entrepreneurial role within an established company with an incredible track record.  

Responsibilities:

- Develop and maintain a healthy pipeline of qualified member candidates

- Maintain strong membership retention numbers by working with group leaders and executive committee members

- Research and provide custom programs to keep members engaged  

- Ensure group leaders are supported so they can execute on the benefits of the organization and give members the best experience

- Build out the chapters with quality candidates who can add to the group

- Design, implement, and manage marketing programs to get the brand name out to the right professionals

- Facilitate networking between members to add value to the membership and program

- Leverage existing networks to bring in new members

- Lead (plan, facilitate, follow-up) group leader meetings

- Identify appropriate venue/scheduling for Company-hosted events

Requirements:

- Bachelors Degree

- 5-7+ years experience in a similar sales-oriented role

- Experience with another professional membership organization, a big plus

- Excellent oral and written communication skills

- Self motivated professional who is able to work from home and manage themselves

- Ability to attend early morning meetings and evening events (monthly – quarterly)

- A natural networker and “people person,” required!
 
- Creative and an ‘out of the box’ thinker and strong problem solver
 

Oct 14Regional Director for a Business Networking AssociationSouth FloridaWarm

Our client is a well-known business association. They have recently expanded into South Florida and are seeking a Regional Director to lead the charge.  This role is perfect for someone with a strong business network (lawyers, accountants, real estate professionals, and other service providers) who is great at relationship-building and self-motivated.  This is a high-growth, entrepreneurial role within an established company with an incredible track record.  

Responsibilities:

- Develop and maintain a healthy pipeline of qualified member candidates

- Maintain strong membership retention numbers by working with group leaders and executive committee members

- Research and provide custom programs to keep members engaged  

- Ensure group leaders are supported so they can execute on the benefits of the organization and give members the best experience

- Build out the chapters with quality candidates who can add to the group

- Design, implement, and manage marketing programs to get the brand name out to the right professionals

- Facilitate networking between members to add value to the membership and program

- Leverage existing networks to bring in new members

- Lead (plan, facilitate, follow-up) group leader meetings

- Identify appropriate venue/scheduling for Company-hosted events

Requirements:

- Bachelors Degree

- 5-7+ years experience in a similar sales-oriented role

- Experience with another professional membership organization, a big plus

- Excellent oral and written communication skills

- Self motivated professional who is able to work from home and manage themselves

- Ability to attend early morning meetings and evening events (monthly – quarterly)

- A natural networker and “people person,” required!
 
- Creative and an ‘out of the box’ thinker and strong problem solver

 
 

Oct 14Regional Director for a Respected Business OrganizationDallas, TexasWarm

Our client is a well-known business association. They have recently expanded into Dallas and are seeking a Regional Director to lead the charge.  This role is perfect for someone with a strong business network (lawyers, accountants, real estate professionals, and other service providers) who is great at relationship-building and self-motivated.  This is a high-growth, entrepreneurial role within an established company with an incredible track record.  

Responsibilities:

- Develop and maintain a healthy pipeline of qualified member candidates

- Maintain strong membership retention numbers by working with group leaders and executive committee members

- Research and provide custom programs to keep members engaged  

- Ensure group leaders are supported so they can execute on the benefits of the organization and give members the best experience

- Build out the chapters with quality candidates who can add to the group

- Design, implement, and manage marketing programs to get the brand name out to the right professionals

- Facilitate networking between members to add value to the membership and program

- Leverage existing networks to bring in new members

- Lead (plan, facilitate, follow-up) group leader meetings

- Identify appropriate venue/scheduling for Company-hosted events

Requirements:

- Bachelors Degree

- 5-7+ years experience in a similar sales-oriented role

- Experience with another professional membership organization, a big plus

- Excellent oral and written communication skills

- Self motivated professional who is able to work from home and manage themselves

- Ability to attend early morning meetings and evening events (monthly – quarterly)

- A natural networker and “people person,” required!
 
- Creative and an ‘out of the box’ thinker and strong problem solver

 

Oct 10Marketing Manager/Director for a Consulting FirmLos Angeles/New YorkHot

Our client is a well-respected and fast-growing executive compensation consulting firm. With years in the industry, they have a comprehensive book of business, ranging from privately held firms to Fortune 100 companies. With their extensive experience, they have great success helping their clients strategically work through tough business issues. They would now like to develop and execute the marketing strategy of their firm. A strong Marketing Manager/Director will support their business strategy and expand their market differentiation and competitive advantage.

Responsibilities

- Own the marketing function of the organization; creating and executing a multi-faceted marketing strategy and branding effort

- Use market data to analyze ROI and determine best places for short and long term investment, as well as to understand market forces and competitive landscape

- Plan and track marketing participation in the executive pay and governance field, working with the firm partnership and industry partners to identify key audiences, themes, and areas of focus, while maintaining a calendar of events, publications, sponsorship, and participation

- Innovate processes to develop new business and relationships

- Oversee CRM database and identify strategy to stay connected with contacts and generate potential leads

- Own the firm’s internet presence to maintain website and social media platforms, in partnership with external vendors

Qualifications

- Bachelors Degree, required (MBA a plus – especially at Director level)

- 5-10+ years marketing experience

- Demonstrated experience developing and successfully executing marketing strategy in a professional services environment, either as a core member of the marketing leadership team or in a strategic or marketing consulting capacity

- Experience developing, analyzing, and researching industry and competitive insights from a range of market sources and data

- Proven ability to understand, report, and drive marketing metrics

- Experience working with CRM systems

- Capability to effectively manage internet, social media, and email content

- Experience developing, supporting, and improving business development results

- Proven ability to see things through end?to?end with evident ambition and motivation

- Desire to join a company with a dynamic culture that thrives off innovation, hard work, and collaboration
 

Oct 3Credit Analyst/Senior Credit Analyst for a Capital LenderSan Diego HotOur client is a capital lender, offering business loans to serve the unique financial needs of businesses throughout the United States. They have funded over $120 million have done business with companies of all sizes and across many industries.  They are a private, family-owned business seeking a Credit Analyst as well as a Senior Analyst to add to their team. The analysts will be responsible for assessing the financial condition of small business loan applicants and approving or declining loans. These are extremely fast-paced roles that will involve decision making authority and leadership within a growing company. 

Responsibilities 

- Review financial statements and analyze business bank statements to determine credit worthiness of small businesses

- Size and structure loans for approved clients

- Complete credit memos for approved loans 

- Conduct ad-hoc research on businesses to protect against fraud

- Interview potential clients in order to further assess ability to repay

- Decline loan applications that do not meet the minimum criteria

Qualifications

- Bachelors’ degree, preferably in Business, Finance, Economics, or a similar discipline

- Minimum 1 year of experience underwriting and analyzing small business loan applications
 
- 2-3 years in the industry, preferred

- A strong grasp of GAAP accounting principles and ability to dissect financial statements and bank statements

- Knowledgeable about the small business lending landscape 

- Well-developed organizational, communication, and time-management skills

- Adept in Microsoft Office Suite, G-Suite, and ability to quickly pick up new programs and CRM systems

- Strong critical thinking, mathematical, and analytical skills

- Ability to make complex decisions under pressure in a fast-paced environment
Sep 25Leader of Project Management for a Popular Cosmetics CompanyLos AngelesHot

Our client is a popular cosmetics company that uses only clean, non-toxic ingredients. They are headquartered in Los Angeles and experiencing rapid growth. They are seeking a Leader of Project Management to ensure timely completion of key projects across all departments as they continue to expand. This person will be responsible for the smooth workflow between departments to ensure everybody meets a similar end goal and all projects are completed in a timely and efficient manner.

Responsibilities:

- Promote effective communication across the entire organization

- Observe and analyze cross-departmental workflows

- Design project dashboards and ensure information and status is communicated to all interested parties

- Manage competing priorities and provide highly competent management advice to all personnel

- Forecast resource needs and set and maintain timelines and budgets

- Schedule and manage timely project review meetings with all interested parties

- Manage multiple communication channels including Asana and Slack and recommend new tools to improve communication

- Trouble-shoot challenges and timeline risks associated with design and digital content production projects

- Travel as needed for industry and company events

Requirements:

- Bachelors Degree

- 7+ years of project management experience in a retail and e-commerce environment

- Excellent communication skills

- Proficiency in Keynote, Word, Excel, GSuite Apps and Slack

- Experience with project management tools such as Asana, Trello, Monday, Podio, Basecamp, Wrike

- Self-starter with exceptional management skills

- Creative and collaborative team player with an impeccable attention to detail

Sep 12Senior Manager for an Elite Management Consultancy Los AngelesHot

Our client is a world-class management consultancy firm that helps clients solve complex, strategic, cultural, and leadership challenges. They have led breakthrough engagements at many of the world's top companies. They approach their work through a systems-view that intentionally connects human dynamics to issues of strategy, organization, and process.

They are seeking a Senior Manager for their Los Angeles office to design and lead client engagements, oversee delivery and the client experience, and contribute to the growth of the business. This role will allow the candidate to work with the C-suite at some of the world's most successful companies. For outstanding candidates they are open to the Manager or Principal level as well for this role.

Responsibilities:

- Lead of team of "A" players on engagements and programs, with responsibility for quality, impact, and client experience

- Manage a team around client engagements to diagnosis problems, design interactive client experiences and facilitate client interactions ranging from project check-ins to breakout groups or large off-sites

- Diagnose root challenges at clients and distill data into meaningful insights

- Communicate with clients to understand their system more clearly, the issues they face and the mindsets and behaviors that will support their transformative vision

- Support the business development process by actively listening and asking the right questions

- Structure, frame, and solve complex organizational and execution problems

- Create project implementation plans based on diagnostic work

- Design interactive client experiences to support realization of client goals

- Develop the firm’s intellectual property through internal and external research

- Inspire others to reduce confusion as a means to solving tough problems

- Play a meaningful role in firm leadership by enabling professional development,? ?mentoring, team leadership, and recruiting

Targeted Qualifications:

- 8+ years of management consulting experience (with a strategy or organizational effectiveness background)

- MBA, strongly preferred

- Strong relationship-building skills both internally and with clients to create long-lasting relationships

- Strong business acumen and ability to learn, apply, and communicate business-related concepts and ideas

- An eye for detail with a high bar for achievement

- Ability to play at all levels

- High tolerance for ambiguity and willingness to be flexible

- Advanced proficiency in Microsoft Office (PowerPoint, Word, Excel) and primary/secondary research

- Belief that work should be about doing something fulfilling!
 

Sep 9Forensic Accounting Senior Manager/Partner for an Economic Consulting and Forensic Accounting FirmLos AngelesHotOur client is a fast-growing economic consulting and forensic accounting firm, partnering with top law firms and attorneys across the country. They are seeking a forensic accounting Senior Manager or above focused on family law to add to their growing team. This company employs a well respected group of professionals who view this role as a vital part of their team. The ideal candidate will have a great energy with a hunger and willingness to learn and grow.

The firm is open to hiring at a variety of levels for this role, from Senior Manager up to Partner.  If you are a polished, enthusiastic, entrepreneurially-minded forensic accountant who is looking for a home where your talent will be nurtured and appreciated, this could be the role for you.

Responsibilities:

- Analyze and investigate financial statements and reports for a wide
variety of clients

- Reconstruct activities and events in financial wrongdoing

- Create presentations in support of legal cases

- Audit records, investigate inconsistencies, and trace assets

- Investigate the legitimacy of information provided by clients

- Prepare declarations, working files, and reports to summarize findings

- Interview individuals who created, contributed to, or reviewed records
under analysis

- Perform electronic discovery and records preservation

- Serve as client point person and in a business development capacity

- Present expert witness testimony


Qualifications:

- Bachelor's Degree

- 4-5 years of General Accounting experience; 1-2 years Forensic Accounting experience (more experience if being considered at the Partner or pre-Partner level)

- Advanced Excel Skills required

- Ability to multi-task

- A desire to learn and great track record of collaboration in previous
teams

- Courtroom-ready presence for testifying portion of the role

- Raw intelligence and intellectual curiosity
Sep 9Manager/Senior Manager for an Elite Management ConsultancySan FranciscoHot

Our client is a world-class management consultancy firm that helps clients solve complex, strategic, cultural, and leadership challenges. They have led breakthrough engagements at many of the world's top companies. They approach their work through a systems-view that intentionally connects human dynamics to issues of strategy, organization, and process.

They are seeking a Manager/Senior Manager for their San Francisco office to design and lead client engagements, oversee delivery and the client experience, and contribute to the growth of the business. This role will allow the candidate to work with the C-suite at some of the world's most successful companies.

Responsibilities:

- Lead of team of "A" players on engagements and programs, with responsibility for quality, impact, and client experience

- Manage a team around client engagements to diagnosis problems, design interactive client experiences and facilitate client interactions ranging from project check-ins to breakout groups or large off-sites

- Diagnose root challenges at clients and distill data into meaningful insights

- Communicate with clients to understand their system more clearly, the issues they face and the mindsets and behaviors that will support their transformative vision

- Support the business development process by actively listening and asking the right questions

- Structure, frame, and solve complex organizational and execution problems

- Create project implementation plans based on diagnostic work

- Design interactive client experiences to support realization of client goals

- Develop the firm’s intellectual property through internal and external research

- Inspire others to reduce confusion as a means to solving tough problems

- Play a meaningful role in firm leadership by enabling professional development,
mentoring, team leadership, and recruiting

Targeted Qualifications:

- 8+ years of management consulting experience (with a strategy or organizational effectiveness background)  

- MBA, required

- Strong relationship-building skills both internally and with clients to create long-lasting relationships

- Strong business acumen and ability to learn, apply, and communicate business-related concepts and ideas

- An eye for detail with a high bar for achievement

- Ability to play at all levels

- High tolerance for ambiguity and willingness to be flexible

- Advanced proficiency in Microsoft Office (PowerPoint, Word, Excel) and primary/secondary research

- Belief that work should be about doing something fulfilling!

Sep 9Sales Trainer for a Sales Consulting FirmNational Hot

Our client specializes in training for salespeople and managers in a variety of industries. They implement sales development programs, best practices, sales management skills and programs to convert a service culture to a sales culture. They believe in helping their clients create a unique and positive buying experience for their customers. They seek a Sales Trainer to deliver training initiatives and sell products for their clients, many of whom are some of the most well-known companies in tech, financial services, and beyond.  This person must have a love of travel, as well as a client service mindset and desire to over-deliver.

Responsibilities

- Attend conventions and conferences throughout the United States on behalf of clients 

- Present offering to prospective customers 

- Lead and facilitate training sessions for small to large audiences

- Coach and mentor participants through in-depth one-on-one and smaller group sessions

- Provide superior client follow-up and support leading up to and following each engagement

- Create plans to facilitate the attainment of goals and quotas

- Unearth new sales opportunities through networking and turn them into long term partnerships

Required Skills and Attributes:

- 4-8 years of sales experience

- Bachelor's required 

- Love of traveling, required! (Heavy travel)

- Sharp intellect and the ability to be "quick on the draw"

- Sales and sales management experience

- Ability to understand the client's IP clearly and then contribute to the IP

- Relatable professional experience

- Fluent in different languages, a plus 
 
- Innate understanding of when to speak and how to engage the front of room

- Unmatched written and oral communication skills

 

Aug 23Director of Human Resources for a Leading Charter School Organization Los Angeles, CaliforniaHot

Our client is a leading charter school organization dedicated to transforming the face of public education in historically under-served areas. They are known for providing an empowering support network, innovative and customized teaching methods, and community outreach. They are seeking a Director of Human Resources to lead their HR department.

Responsibilities:

- Manage and coach direct reports and oversee a department of 7-9 team members to deliver day-to-day human resources services to over 1200 employees

- Empower team members to engage in reflective practice resulting in continually improved practices, protocols, and systems

- Effectively set and execute short and long-term strategic goals and metrics for the department that complements and enhances the strategic goals of the organization and consistently delivers on the department vision

- Partner with the Human Capital Department to connect talent strategy with seamless Human Resources operations (e.g. hiring, onboarding, job changes, exits, etc.) 

- Negotiate with HR vendors, including, but not limited to annual health and welfare benefits renewal, to secure maximum benefit for employees 

- Implement systems that ensure overall HR compliance is being met across federal, state, and charter authorizer requirements
- Actively engage with employees at all levels across the organization to promote positive and constructive employee relations

Qualifications:

- Bachelor’s degree is required; Master’s degree preferred with an emphasis in human resources, business or a related field

- 6+ years of work experience, including at least 3 in strategic HR management

- 4+ years managing and developing people with a proven track record in effectively managing and developing staff talent

- Experience in education, especially in public K-12, a plus

- Desire for personal and professional growth, with a passion for helping the organization reach its goal of supporting academia in disadvantaged areas

Aug 14Portfolio Risk Analyst for a Capital LenderSan Diego , CaliforniaWarm

Our client is a capital lender, offering business loans to serve the unique financial needs of businesses throughout the United States. They have funded over $120 million have done business with companies of all sizes and across many industries.  They are a private, family-owned business seeking a Portfolio Risk Analyst to join their team. The analyst will be responsible for assessing loan data, analyzing trends and monitoring loan risks.

 Responsibilities:

- Work closely with the SVP of Analytics, VP of Credit, CFO, and others in the business to define, assess, and document all business needs and requirements
- Assemble, process, and analyze data related to all aspects of portfolio risk
- Drive risk management strategies through analysis of portfolio and historical data
- Build financial analyses and data reports to monitor portfolio trends
- Support aspects of data analysis for the development of statistical models
- Deliver key insights from data analysis in the form of presentation materials

 Qualifications: 

- Master’s in Economics, Statistics, Finance, Data Science, or similar quantitative field
- Minimum 3 years of experience in underwriting and/or credit analysis
- Strong knowledge of Python and/or R, SQL, and Excel
- Experience with PowerBI or Tableau
- Strong attention to detail and organization skills
- Excellent written and verbal communication skills

Aug 1Head of Product for a Revolutionary Start-UpSan FranciscoWarm

Our client is a revolutionary company changing the way people experience events. They have created a product that is changing the way people use technology – creating phone-free events, experiences, and venues. They are seeking a Head of Product to manage the company's overall supply chain and logistics strategy in order to maximize the process efficiency and productivity as the company continues to grow.

Responsibilities:

- Lead efforts to constantly innovate and iterate on existing product (NOTE: this is a physical product)

- Plan and implement overall supply chain strategy

- Collaborate with Sales, Operations, and Customer Service teams to create best practices

- Determine key supply chain KPIs

- Suggest solutions for more efficient process improvements

- Work with finance/sales and manufacturing teams to determine best vendors and distributors

- Build and maintain good relationships with trustworthy vendors

Requirements:

- 8+ years of experience in Design, Engineering, or Supply Chain

- Bachelors Degree, required, advanced degree - a plus

- In-depth knowledge of supply chain engineering operations and best practices

- Ability to think critically and strategically

- Problem-solver who is constantly seeking the next great solution

- Belief in the company mission, required!

Aug 1Head of Finance and Business Affairs for a Revolutionary Product San FranciscoWarm

Our client is an innovative company changing the way people experience the world, creating phone-free events, venues, and experiences. They are seeking a Head of Finance and Business Affairs to manage all financial and legal matters for the company as it continues to evolve. This candidate will drive the company towards growth, efficiency, and long-term success. 

Responsibilities:

- Oversee all financial aspects of business and drive the company's financial strategy and planning

- Provide proactive, in-depth, legal, business-focused advice to the business

- Develop and lead corporate legal strategy to promote and protect the company's matters

- Review contracts, analyzing all clauses/stipulations/obligations and liabilities to ensure they suit the company

- Implement initiatives and processes in order to set standards and reinforce a culture of integrity and ethical behavior across the business 

- Assess the financial performance of the company as well as possible risks and investments

- Set targets for and supervise all accounting and finance personnel

- Oversee all audit and internal control operations

- Prepare timely and detailed reports on financial performance 

Requirements:

-  Bachelors, JD

- 10+ years relevant experience, required

- Ability to see the big picture and drive a company toward success

- Experience managing teams, required

- Strategic mindset and the ability to balance constantly shifting priorities

- Belief in the company mission
 

Jul 24Business Development Executive for a Real Estate Syndication CompanyLos AngelesHot
Our client is a small real estate syndication company that has been extremely profitable for many decades. They are looking for a Business Development Executive to help with the creation and management of relationships with businesses and individuals to bring in high return investments for their clients. 

Responsibilities

- Manage new and existing relationships with owners, investors, private equity funds, hedge funds, pension funds, and etc to raise equities for value-added apartments and industrial buildings 

- Ability to complete initial opportunity evaluation and analysis

- Convert relationships into exclusive financing mandates

- Attend and participate in industry conferences, symposiums, and other high-level events

- Assist in negotiations with capital sources providing equity, where necessary

- Troubleshoot and close transactions, where necessary

Qualifications

- 5+ years experience in raising equity capital for real estate investments

- Strong relationships with sources of equity capital

- Proven origination track record of raising equity for investments

- Previous experience in a mortgage brokerage, CMBS, investment banking, consulting or legal environment, a plus

- Strong quantitative and analytical skills 

- Technology proficient

- Hard-working, high integrity, fun
Jul 12School Finance Analyst for a Mission-Driven OrganizationEmeryvilleHotOur client is a well known social enterprise that is committed to improving and aiding charter schools using a wide variety of operational and financial services. They are looking for a School Finance Analyst to help public schools with daily financial tasks.

Responsibilities:

- Serve as a point of contact  for 4-6 charter schools with increasing client-facing responsibilities

- Prepare with the Accounting team monthly financial statements, including YTD income statements, cash flow statements, and variance analysis for clients

- Create monthly presentations to clients’ boards, analyzing the key issues in the financial statements and offering recommendations for changes in the school operations

- Complete grant reports, state interim reports, and other compliance-related reports

- Ensure that all school reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies

- Build relationships between the client and the charter community throughout Northern California

- Lead special projects including, but not limited to, drafting charter renewals, implementing budget model improvements, and updating charter school manuals

Qualifications:

- 1-5 years of work experience in a related field 

- Strong communication and analytical skills

- Experience in client services, a plus

- Expertise with Microsoft Excel, financial modeling, and/or forecasting

- Ability to travel to school sites and work non-standard hours to attend board meetings

- Strong commitment to education, required

- Knowledge of charter schools, a plus
 
Jul 12School Finance Manager for a Mission-Driven OrganizationEmeryvilleHot Our client is a well known social enterprise that is committed to improving and aiding charter schools using a wide variety of operational and financial services. They are looking for a School Finance Manager to help charter schools with financing, budget planning, as well as other special financial projects. 

Responsibilities: 

- Be the lead contact person for school clients, including managing the client relationship and working with the client’s accounting, payroll, AP, and admin teams to provide excellent customer service

- Prepare with the accounting team monthly financial statements, including YTD income statements, cash flow statements, and variance analysis for school clients

- Create presentations analyzing the key issues in the financial statements and offer recommendations for changes in the school operations

- Analyze, model, and solve problems for school clients on a wide range of business issues

- Manage the budget development and tracking for client schools

• Ensure that all school reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies

- Develop functional expertise in one or more areas of school business operations

Qualifications:

- Advanced degree or equivalent public/private sector business or school operations experience, preferred 

- 4-8+ years work experience

- Strong communication, written and analytical skills

- Customer service orientation or experience in client services

- Expertise with Microsoft Excel, financial modeling, and forecasting

- Experience in business development and marketing initiatives

- Ability to travel occasionally and work non-standard hours to attend board meetings, etc.

- Commitment to education and knowledge of charter schools, a plus
Jun 19Senior Staff Accountant for a Business Management and Accounting FirmLos AngelesHotOur client is a well-known business management and accounting firm that is heavily focused on the entertainment industry. They are looking for a Senior Staff Accountant to help out with their client’s personal finances, corporations, and partnerships.

Responsibilities:

- Serve as a primary senior staff accountant within the firm- reconcile tax documents, prepare personal/corporate financial statements, review annual/yearly general ledgers, prepare and review yearly cash flow projections and asset allocation schedules

- Conduct and perform tax research

- Ability to do year-end tax and financial planning and corporate year-end close-outs

- Capable to deal with the IRS, FTB and local taxing authorities on client matters

Qualifications:

- CPA license or on track to receive it, with at least one exam passed, required

- Strong written and oral communication skills to help run client relationships

- 5 years+ tax preparation for high net worth Individuals and corporations, a plus

- Business management experience, a plus

- Proficiency in Prosystem Fx Tax & BNA Income Tax Planner, a plus

- Strong in Excel
 
Jun 5Mathematics Curriculum Specialist for a Leading Charter SchoolMemphis , TNWarm

Our client is a leading non-profit public school operator and one of the top three largest in the nation. Their organization is dedicated to preparing their 3,000+ students for college, leadership roles, and life. They are seeking a mission-driven Math Curriculum Specialist in Memphis that specializes in all levels of high school math (i.e. Algebra 1, Geometry, Algebra 2, Pre-Calculus, and Calculus). This is a great opportunity for someone who is looking to drive transformative change in underserved communities. 

Responsibilities:  

- Provide teachers assistance with strategies that support the delivery of quality instruction to all students

- Promote instruction that meet the demand of the TN academic standards for Math by providing focused observations, co-planning, and professional development on research-based instructional strategies and classroom practices

- Utilize the coaching model to provide opportunities for teacher reflection on classroom observations

- Train teachers to manage, interpret and use assessment data and facilitate the analysis of data and student work to guide instructional decisions 

- Provide support and assistance to all school site mathematics teachers in the implementation of the math program and benchmark assessments.

- Develop curriculum unit plans and district interim assessments based on external resources

Qualifications:

- Bachelor's degree, required 

- 4+ years' teaching experience in Math at the middle or high school level, with valid credential, required 

- Master in Education, preferred

- Experience teaching Algebra 2, Pre-Calculus/Calculus, strongly preferred 

- Solid knowledge of Instructional Practices Guide (IPG) Observation Rubric, and Achieve the Core skill mapping, strongly preferred

- Excellent verbal and written communication skills 

- Ability to travel to other school sites/locations

- Experience developing and facilitating professional development

- Excellent verbal and written communication skills

- Experience creating assessments and/or implementing curriculum 

- Experience in collaborative planning and delivery of differentiated staff development to classroom teachers 


 

May 2Senior Tax Manager/Director for a Boutique Accounting FirmLos AngelesHot

Our client is a growing CPA firm with a solid reputation based on quality tax, accounting and business management services. With their ongoing growth comes significant opportunity for advancement in the firm. They are seeking a Senior Tax Manager/Director. 

Qualifications:

- Bachelor’s Degree in Accounting or a related field, required

- 8-15+ years of public accounting experience in tax

- CPA, preferred

- Masters of Taxation and experience in real estate, beneficial

- Must be detail oriented and have excellent problem solving and communication skills

- Large local/regional firm tax return review experience focused in Partnership/LLCs, S Corps and Individuals

- Multi State and/or some international work experience, a plus

- Strong technical experience and the ability to lead/train staff

- Experience with CCH Prosystem fx Software