Job Seekers

DateTitleArea(s)StatusDescription
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
Jul 12Digital Marketing ManagerLos AngelesHotOur client is a family business with a long history of success in the furniture space. They are launching a new direct-to-consumer business and they are a seeking a Digital Marketing guru to help ensure the success and growth.

Responsibilities:

- Serve as marketing leader for the organization, providing both in-the-weeds direct marketing support and high-level marketing strategy

- Work closely with product development and sales teams to ensure product lineup and communication strategy aligns with changing consumer and retail needs

- Manage small marketing team (both in-house and external) to ensure branding, marketing, and PR are accurate and effective, while having a “buck stops here” mentality and comfort rolling up sleeves to directly handle a wide range of marketing tasks

- Project management -  including trade shows, creation of sales materials, new product support/ideation, and more

- Create and manage affiliate and digital marketing efforts to support new and growing brands

Qualifications:

- Bachelor’s degree, required

- 5-10+ years experience in marketing, consumer products focus for at least 5 years

- Strong traditional marketing foundation, but also extensive digital marketing experience

- Comfort with marketing analytics and using data to drive decision-making

- Combination of ability to manage multiple streams of marketing operations work while constantly considering broader strategic/branding goals

- Demonstrated history of success working with smaller, more entrepreneurial companies

 - Ability to wear multiple hats within a company and collaborate with both the executive team and product developers, marketing coordinator, external vendors, etc.
 
Jul 10Investment Associate for a Boutique Wealth Management FirmLos AngelesHotOur client is a boutique wealth management firm that helps its clients build and execute a plan to achieve financial security.  The company is seeking an Investment Associate to serve as a right-hand to its talented team of advisors in interacting with their (high net worth) clients, preparing client materials, evaluating investment portfolios, managing client requests, and more.  This person would have strong investment analysis chops, but also be able to serve as a leader to a small team of analysts.  

Responsibilities:

- Manage prospective client review of existing investment portfolio, providing recommendations and identifying opportunities for improvement – managing either directly, or indirectly, a small team of analysts

- Prepare quarterly client meeting materials, including investment performance reports and financial planning updates

- Utilize various applications (Outlook, Salesforce, custodian websites, etc.) to obtain account information and execute client requests

- Reconcile current client activity, fund transfers, and ongoing transaction requirements to ensure accuracy with a sensitivity to tax repercussions

- Open new investment accounts and prepare client correspondence

- Gather/collect data, input and run financial planning reports

Requirements:

- Bachelor's degree in Business/Finance or related field

- Minimum 7 years’ experience in Financial Services

- Series 7 required, CFP® a plus

- Leadership experience, required

- Salesforce (CRM) and eMoney experience a plus

- Outgoing, personable, engaging, with a passion for client service

- Strong written and verbal communication skills

- Ability to anticipate advisor/client requests

- Excellent customer-facing skills

- Candidates with existing book of business, a plus, but not necessary
 
Jul 3Sales Director for a Mission-Driven Media CompanyLos AngelesHotOur client is a mission-driven start-up media company offering content that aims to help artists and digital creators expand their platforms organically and to spread inspirational and uplifting content to the world. They have developed a strategic, data-driven, and intuitive approach that amplifies brands and personalities on social media, leveraging existing relationships and an existing social network of over 30 million followers.

They are seeking a Sales Director to lead the sales team and think creatively to bring new partner brands and individuals onto their service.  Many of their target partners are publishers who are seeking new ways to break through the clutter on behalf of their authors.  

Responsibilities:

- Lead all new business development efforts, taking a business that is generating ~$2-3m in revenue to $4-6 within the next year

- Lead go-to-market positioning, including pitch and proposal decks

- Craft market and pricing strategies to target book publishers, brands, and individuals

- Manage lead generation activities as well as pipeline development

- Direct the Sales and Pre-Sales team as well as execute the process of hiring for these departments

- Work with the Internal Support team to develop client facing reports and deliverables 

- Identify a CRM database to streamline data and pipeline activity

- Partner with the Operations team to develop workflow processes (deliverables, timelines, etc.)

- Develop and monitor KPI’s  with the executive team to manage P&L

Qualifications

- Bachelors Degree, required

- 5-10 years sales experience, ideally within another media or video production company, required

- Relationships within publishing or mission-oriented consumer brand companies, major plus

- Ability to lead a team and bring deals across the finish line

- Entrepreneurial mindset

- A belief in the company mission of creating helpful and positive content
 
Jul 1Retail Strategy/Space Optimization Role for a Large RetailerCalabasasHotOur client is one of the largest tool and equipment retailers in the country. They are seeking an analytically-driven rockstar to work alongside space planners and category managers in advanced statistical modeling to drive recommendations that will improve sales and profitability in their space optimization efforts.  While they are targeting a Senior Manager level, they would be open to candidates as junior as Senior Analyst who really have strong quant chops.  

Responsibilities:

- Serve as the quant jockey on a team of store environment, corporate strategy, and category management leaders

- Provide micro and macro space optimization analysis of varying scopes, with implications across the organization, down to the performance of individual SKUs

- Leverage advanced analytical applications and models to identify new opportunities for product placement and assortment

- Develop KPIs and targets for planogram efficiency and effectiveness 

- Ensure planograms are consistent with strategy, standards, and targets

- Partner with store team to design tests, read results, and distribute findings 

- Build models to identify and track in-store space availability 

Qualifications:

- Bachelor's Degree in a related field of equivalent experience

- 3-5 year’s work experience in data mining and statistical analysis 

- MBA or advanced mathematics/statistics degree, preferred  

- Experience with JDA, Apollo and/or other retail space planning software and/or SQL/Python, a plus – guru-level comfort with Excel, a must!

- Love of data and interest in working in a role where decisions will be driven by it!
Jul 1Assistant Controller 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 outreach. They are seeking an Assistant Controller to fulfill the role of ensuring timely and accurate reporting of financial information, free from material misstatement. The Assistant Controller will work to improve processes and tools to produce actionable, timely, and accurate financial statements. Our client’s department is entering an exciting era of growth and seeks a dynamic individual who enjoys the challenge of charting the path for the future. 

Responsibilities:

Be an active leader in implementing an ERP finance system

Lead the team to close the books timely

Motivate the general ledger accounting team

Oversee the planning, scheduling, and work related to the financial audit/school-site audit visits

Ensure the financial statement audit is completed on time/free from material misstatement

Ensure all balance sheets are analyzed monthly

Prepare annual information tax returns for review and approval

Act as a thought-partner in designing reports and general ledger to support national expansion and consolidation

Review and post journal entries

Create new general ledger accounts and ensure they are consistent with financial reporting requirements, and appear in financial reports

Ensure the mechanics of financial reports, both internal and external, are working correctly

Design new report templates

Work with schools, departments, and accountants to ensure compliance with internal controls

Qualifications:

Minimum 6 years work experience, including 3-4 years in general accounting, nonprofit experience  highly preferred

CPA is highly preferred

- Multi-state experience highly preferred

- Experience managing teams 

Knowledge and/or interest in charter school operations and federal/state funding regulations is a plus

- Experience with federal audits is a plus

Detail oriented, efficient and accurate

Desire to work an education reform organization

Ability to simultaneously manage multiple projects while maintaining a firm grasp of individual project details

 
Jul 1Senior Accountant 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 looking for a Senior Accountant to help with basic accounting duties and as well as advise with financial matters within the organization. 

Responsibilities

- Prepare bank entries and journal entries to support a cluster of schools 

- Prepare invoices for accounts receivable

- Guarantee timely and accurate month-end closings by meeting daily, weekly and monthly deadlines

- Reconcile all items on the balance sheet on a monthly basis

- Review transaction reports and financial statements to discuss with the Accounting and Finance team

- Assist the Compliance team in reviewing the classification and treatment of revenues and expenses related to special programs, to ensure all grant funds are utilized

- Help schools prepare for audit visits

- Provide answers and support to school and business managers so they can make informed school site decisions  

- Work with schools to ensure compliance with department policies and procedures

Qualifications:

- Bachelor’s degree or higher in accounting or related field

- Minimum of 3 to 5 years of general accounting experience

- Experience in education, nonprofits, or government accounting, a plus

- CPA, CMA or MBA, a plus

- Knowledge and/or interest in charter school operations, a plus

- Solid foundation and knowledge of GAAP

- Ability to build and/or strengthen relationships with external stakeholders

- Familiarity with and willingness to learn about and utilize technology to improve communication, collaboration, and productivity

- Have a strong sense of integrity, ethics, and drive
 
Jul 1VP of Marketing/CMO for a Rapidly-Growing Luxury Interior Design Company Los Angeles Hot

Our client is a highly successful startup focused on high-end interior design and home furnishings. They are looking to extend their impressive track record of luxury interior landscaping from Southern California to the rest of the U.S. in the coming months. They are seeking a VP of Marketing/CMO to develop and lead their team of marketing pros in creating innovative brand and marketing strategies. 

Responsibilities:

  • Create and execute multi-channel marketing initiatives for the company’s home base in Southern California as well as in their new markets nationwide

  • Develop and manage all marketing materials, including digital media (graphic design, videography, etc.) as well as traditional marketing outlets 

  • Lead and launch omnichannel brand strategy initiatives

  • Public relations ownership, including management of existing TV relationships as well as any incoming media partnerships

  • Liaise with client marketing departments in order to collaborate on joint marketing efforts

  • Assist with the design, development, and execution of new website as needed

Qualifications:

  • Bachelor’s degree, required

  • 8-12+ years experience in marketing

  • Experience with a wide variety of marketing outlets, including PR, e-commerce, and B2B marketing

  • Knowledge of both traditional and digital marketing techniques, including print, television, social media, etc.

  • Web and graphic design expertise, strongly preferred

  • Marketing experience in similar industries, including fashion, e-commerce, interior design, or luxury goods

  • Ability to function efficiently in a fast-paced startup environment 

Jun 28Head of E-Commerce/Digital for an Innovative CPG CompanyLos AngelesHot

Our client is a fast-growing start-up beauty brand focused on creating safe, high-performance products – their first, a line of aluminum-free deodorants, has taken off!  They are looking for a Head of Ecommerce to help with their expansion in the digital world.

Responsibilities:

- Oversee the company’s eCommerce strategy and digital marketing roadmap

- Manage and execute all digital activities

- Maintain a modern eCommerce site that is on-brand, mobile-first, and drives leads

- Initiate continuous optimization to the website and the digital marketing channels

- Lead customer acquisition efforts which include all digital marketing (paid social, search, etc). 

 

Manage internal team and external partners to deliver scale-able campaigns that grow the business.

- Lead retention efforts that include subscription on the eCommerce site and CRM/email marketing.

- Integrate with the company’s marketing team on brand awareness and building activities to maximize marketing/sales in the eCommerce channel

 Qualifications:

- 8+ years experience in eCommerce roles with a track record of success

- Deep understanding of paid digital channels, and tactics to drive revenue and growth

- Data-driven with strong analytical abilities geared towards testing and optimization across performance marketing channels


- A keen eye for effective design

- Ability to maintain creative brand standards while also delivering results through-out digital touchpoints

- Proficiency in Shopify and Google Analytics, a plus

- Knowledge of Klaviyo, a plus

- Experience at a digitally-native consumer products company, a plus

- Collaborative, team player with a positive spirit and can-do attitude

Jun 25Attorney for a Real Estate Law FirmLos AngelesHotAre you a real estate attorney looking to get out of the traditional law firm rat race? Are you looking for an opportunity to do meaningful work and actually have your nights and weekends back? Would you like to provide best-in-class client service without constantly tracking your life by the 10th of an hour? If so, we have an opportunity that is right in line with what you're looking for! 

Our client is a reputable law firm based in Century City specializing in real estate opinion letters. They have a unique approach to the legal world and pride themselves on offering their Attorneys a chance to do important work while providing a great work/life balance and rewarding efficiency and efficacy over billable hours.  They are seeking an Attorney with transactional real estate experience to join their growing team. 

Requirements:

- Bachelor's, JD

- CA Bar admission; other states a plus

- 6-8 years+ experience as a working Attorney

- Transactional real estate experience

- Incredible attention to detail and a love for "fine-tooth" combing of complex documents

- Team player who enjoys collaboration 

- Ability to work efficiently and effectively! 
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 , TNHot

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 29Digital Marketing Leader for a Research and Development FirmLos AngelesHotOur client is a leader in the design and engineering of interesting and innovative technical products (mostly in the simulation space) targeted at defense, R&D, medical, and engineering clients. Much of their success comes from their ability to find new market opportunities and clients with their best-in-class products and engineering services. In order to continue this success, they are seeking a Digital Marketing Leader who can eventually grow into a Director/VP of Marketing for the company. 

Responsibilities:

- Drive revenue generation by increasing and optimizing the volume and quality of customer leads 

- Support the upstream part of the sales process and track the effectiveness of their lead nurturing process

- Oversee the planning, development, and coordination of all digital marketing programs and activities

- Devise strategies to generate customer traffic for the purpose of lead generation

- Develop and manage email marketing, paid search, and digital display campaigns

- Improve the usability, design, and content of the company website

- Analyze successes and challenges to gain insights for future strategies and activities

- Evaluate customer research, market conditions, and competitor data and adjust marketing strategy accordingly

- Manage an external agency that will be supporting many of the above efforts – overseeing budget, project timelines, and results

- In the future, build out and manage the internal Marketing team

Qualifications

- 5+ years' experience as a Marketing Manager/Director, with at least 2 involving a highly technical or virtual reality product

- Experience marketing to occupational and physical therapy market, military clients, and other new markets, a plus

- Versatility of experience, ranging from lead generation to organic and paid traffic – SEO to display – etc.; ideally in the B2B sector

- Comfort working with data analytics tools and ability to deliver actionable insights based on the data generated by these tools

- Tech-savvy with Salesforce experience as well

- Great communicator with the ability to impart ideas in various forms

- Desire to work in an environment where initiative and entrepreneurship are rewarded and valued
May 15Financial Analyst 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 Financial Analyst to support their finance team in various daily operations of school budgeting and strategic initiatives.

Responsibilities:

- Work closely with the finance team to develop a strategic plan and create reoccurring financial presentations to the Board of Directors

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

- Work to develop and execute dashboards for performance metrics and their insights

- Implementation of strategic planning initiatives for organizational efficiency

- Create multi-year financial projection models for financial statements and individual school and organization wide budgets and forecasts with schools and business managers on a bottoms-up basis

- Learn the ins and outs of State and Federal Education funding

Qualifications:

- Bachelor’s degree, required

- Minimum 1-3 years of experience in finance, accounting, statistics, or a related field

- Ability to create financial models, analyze data from these models and reports, and come up with creative insights and suggestions for improvement


- Ability to work with a variety of departments and contacts, from home office employees to on-site staff at the schools

- Strong sense of integrity, ethics, and a drive for achievement

- Desire for personal and professional growth, with a passion for helping the organization reach its goal of supporting academia in disadvantaged areas
 
May 15Finance 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
 
May 6Forensic 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
May 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
May 2Tax Manager/Senior Tax Manager for a Boutique Accounting FirmLos AngelesHotOur 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 Tax Manager/Senior Manager (also willing to consider a director or partner-level role as well).

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
 
May 1Director of Finance for a Non-Profit Sports AssociationLos AngelesWarmOur client is a not-for-profit organization dedicated to promoting and developing the growth of tennis through involvement with local communities all the way up to the US Open. Their unique approach has led to a track record of developing world-class tennis professionals. They are seeking a Director of Finance to support the company through financial decision-making.

Responsibilities:

- Serve as primary finance person within the organization – leading strategy around budgeting and forecasting, but also working “in the weeds” on AP/AR, reconciliation, financial reporting, bookkeeping, invoicing, expense tracking, etc.

- Liaise with program directors and executive team to develop a well-planned annual budget and maintain an ongoing forecast to include the latest financial information

- Utilize technology, systems, outside sources, and software to continually enhance financial policies and procedures

- Monthly reporting of financial metrics to executive team and program directors

- Provide documents and support for external CPA firm for annual auditing and IRS reporting requirements

- Collaborate with investment managers to evaluate investment options and invest company’s excess funds, manage banking relationships, and report on investment performances to the executive team

- Support program directors in order to maximize receipts and benefits from awarded grants

- Some human resources duties, including benefits and administration paperwork, new hire and termination procedures, and performance reviews for all employees.

Qualifications:

- Bachelor’s degree in finance, accounting, or a related field, required

- 5-10 years experience in accounting or finance, with 3-5 years in an executive leadership position

- Active CPA license, a plus

- Experience working in the non-profit sector, a plus

- Familiarity with MS Excel and Word, Quickbooks Enterprise, G-Suite, etc.

- Hands-on/roll-up-sleeves personality that would thrive in a one-person finance department
May 1Manager/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!

May 1VP of Human Resources for an Ecommerce Fashion RetailerLos AngelesWarmOur client is a well-known e-commerce company focused on women's apparel. They are seeking a VP of Human Resources to run the day-to-day operations of the company and manage the human resources team.

Responsibilities

- Provide strategic and day-to-day management to a team of managers and directors

- Provide HR advice and support on a wide variety of business matters

- Work closely with the company's senior leadership team and functional leaders

- Identify requirements for, negotiate with, and manage external resources (i.e., contractors, consultants, external-counsel) as needed to meet operating requirements

- Evaluate and maintain the organizations HRIS (ADP WorkforceNow) and related systems

- Work collaboratively with the General Counsel in evaluating complex employment matters

 - Work with the Manager of Talent Acquisition to ensure the timely delivery of high-caliber talent

- Assist in the recruitment of senior level and highly confidential roles within the organization

Requirements

- Bachelor's degree, required 

- 15+ years of relevant human resources experience 

- 4-8 years of management experience

- Experience in a consumer product, retail operation, and/or digital organization, highly desired

- Ability to draft well-structured, complete, and concise correspondence and documents

- Deep knowledge of specific contract provisions as they apply in commercial contexts, including indemnification provisions and limitations of liability

- Strong interpersonal and negotiation skills

- Exceptional attention to detail and quality control
May 1Account Executive for a Sales Consulting FirmNational ColdOur 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 an Account Executive 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

 
May 1Senior Manager (Corporate Strategy) for a Large RetailerCalabasasHotOur client is a one of the largest tool and equipment retailers in the country. They are seeking a 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

- 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