Jobs near San Francisco, CA

“All Jobs” San Francisco, CA
Jobs near San Francisco, CA “All Jobs” San Francisco, CA

Rosov Consulting is seeking an experienced Senior Accountant to join our midsized professional services firm. The Senior Accountant oversees all daily operations related to finance and accounting with responsibility for all A/R, A/P, and GL-related month-end and year-end close processes; cash flow management; and annual budget management.

The Senior Accountant also manages all financial systems and processes to ensure efficient, effective use of finance IT and best practices related to financial protocols, compliance, and controls. The Senior Accountant serves as a resource to the Senior Leadership Team in understanding and analyzing the company’s financial flows. The Senior Accountant will report to the company’s Director of Operations and will have guidance from an external CFO consultant.

This is a full-time, exempt position based in our downtown Berkeley office during regular business hours. Minimal travel is expected. We offer medical, dental, and vision benefits, as well as paid holidays, vacation leave, sick time, 401(k), and other benefits.

Salary Range: $80,000–$90,000 annual salary, depending on experience.  

About Rosov Consulting

Founded in 2008, Rosov Consulting (RC) is a professional services firm helping foundations, philanthropists, and Jewish communal organizations and educational institutions meet their goals, assess progress, and enhance impact.

We have offices in Berkeley, California, and Jerusalem, Israel, with staff located in other strategic locations. Led by Founder and Principal Wendy Rosov, PhD, our team of 20 employees have backgrounds in evaluation, research, Jewish education, philanthropy, and nonprofit management. 

Rosov Team Members are… 



  • Driven to deliver high quality to our clients: We are detail oriented and go the extra mile to get it right.


  • Sharp thinkers and eager to develop ourselves continuously: We cut through the noise to focus on what matters, but we know we can always do better.


  • Fun-loving and food-loving: We know that real productivity only happens when we take time to connect, laugh, and sustain ourselves with good food and plentiful snacks.


  • Interested and interesting: Water cooler talk is a chance to get curious about each other’s projects, lives, and travels.


  • Team players: We deliver for our teammates, hold ourselves accountable, and step in when we are needed. We also don’t hog the limelight. We accomplish what we do because “we” do it.

Rosov Consulting is an equal opportunity employer and values diversity of backgrounds and perspectives to cultivate an environment of understanding to have greater impact on our business and our clients. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, veteran status, or genetic information.

For more information about Rosov Consulting, please visit www.rosovconsulting.com

Essential Duties and Responsibilities


  • Manage all accounting operations, including general ledger month- and year-end close processes, account reconciliations, and project accounting. 

  • Management of A/R, including creating manual client invoices based on monthly billable hours, attainment of project milestones, and reimbursable project expenses.

  • Management of A/P, including bill payment, corporate credit card program reporting, and employee expense management functions.

  • Manage cash flow and monitor annual budget vs. actual spending plan.  

  • Prepare timely monthly financial reports, including P&L Budget vs. Actual, A/R Aging, cash flow reporting, and other financial reports as requested.  

  • Management and processing of biweekly payroll through Gusto online payroll system.

  • Refine accounting processes to improve controls and drive efficiency, leveraging existing financial systems and/or adopting new financial systems.  

  • Manage planned transition to QuickBooks Online from QuickBooks Enterprise, ensuring strong integration with financial systems and leveraging support from outside consultants as necessary.

  • Ensure all accounting processes and policies are well documented and current.

  • Manage vendor relationships including high-level banking contacts and work closely with outside CPA to prepare tax filings.

  • Partner with Israeli accounting firm for Rosov Consulting Israel (RCI) to support RCI financial processes and review financial results.

  • Participate fully as a member of the Rosov Consulting Operations Team, and act as a resource to Project Staff providing periodic training and on-hand support for finance-related tasks.

  • Other duties as assigned.  

Desired Skills and Experience


  • 7+ years of experience in finance and accounting with a solid understanding of accounting fundamentals.

  • Experience in a professional services environment at a midsized company.  Experience working with financial systems, including Expensify, Bill.com, and QuickBooks Online as well as QuickBooks Desktop Enterprise to steward transition.

  • Experience with Gusto payroll and timecard system.

  • Self-starter with strong problem-solving skills, along with a high level of attention to detail.

  • Strong people skills, including an ability to partner and work collaboratively with a dynamic leadership team.

  • Solid written and verbal communication skills, including ability to communicate effectively with VIP clients and nonfinance professionals.   

  • Personal qualities of integrity, credibility, and confidentiality.

  • Flexible and able to multitask, while also driving toward clarity and solutions. 

Physical Requirements


  • Ability to communicate via phone and email

  • Ability to work at a computer for extended periods of time

  • Ability to lift and carry 20 pounds 

How to Apply

Please submit a resume and introductory letter via email to careers@rosovconsulting.com. This position is based in Berkeley and is open immediately and until filled.


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Job Announcement: Senior Accountant

Forward Together and Forward Together Action is in search of a Senior Accountant. This is an amazing opportunity for a highly skilled leader to help shape the financial infrastructure of a dynamic 501(c) 3 organization, whose budget and staff have grown three-fold in recent years, and whose programs continue to grow in complexity, scale, and reach and will also help develop the financial infrastructure of a newly formed affiliate 501(c)(4) partner organization.

Reports to: Director of Finance

Classification: Full-Time (40 hours a week maximum), Regular, Exempt, At Will

Location: Oakland, CA; travel to New Mexico and/or Oregon required 3-5 times per year for no more than one week per trip

Office Hours: 9am–5:30 pm

Salary Range: $75,000-$80,000 annually

Benefits: Benefits are generous, with fully paid employee and dependent coverage for health, vision, and dental; and long-term disability insurance. Paid time off includes sick days, vacation, and holidays. In addition, we close our offices for two weeks in December.

Deadline to Apply: Open until filled. First review of resumes will be on February 14, 2020. We encourage applicants to apply early as we will hire as soon as a candidate is identified.

Start Date: Position is available immediately.

POSITION SUMMARY

This position is responsible for all ongoing accounting tasks, working under the supervision of the Director of Finance (DF) and within the policies and protocols set by the DF, the Executive Director, and the Board of Directors of Forward Together and Forward Together Action, an affiliate 501(c)(4) partner organization. The Senior Accountant must run bookkeeping on time and with precision, yet keep an eye to the entirety of the accounting system, maintaining proper documentation for all financial activity and ensuring consistency and clarity of systems for both organizations. The Senior Accountant coordinates finance filings from staff, assists the DF, and communicates with outside entities regarding accounting matters as needed. This position requires close collaboration with multiple stakeholders and

works in partnership with the DF to manage the finances of the two entities.

ESSENTIAL DUTIES AND RESPONSIBILITIES


  • Accounting

  • Responsible for all accounts receivable tasks

  • Disseminate revenue reporting forms as needed

  • Invoicing for monthly rent and other income

  • Enter accounts receivable (from revenue reporting forms and other sources) items into accounting software

  • Follow up on outstanding accounts receivable as requested by the Staff Accountant or Director of Finance

  • Maintain and update prepaid schedules

  • Update benefits tracking spreadsheet each month to record changes in staffing and COBRAs

  • Reconcile benefits invoices to benefits tracking spreadsheet

  • Assist with paperwork associated with on-boarding and separation

  • Track and reconcile vacation and sick accrual hours

  • Conducts accounting procedures orientation for all new employees and regularly communicates with all employees about financial procedures

  • Assists the DF with asset management (e.g., managing bank accounts and balances and cash flow)

  • Conducts all month end close tasks, including but not limited to:

  • identifying and posting journal entries

  • general ledger account reconciliations

  • reconciliations with other organization records such as donation records of the Development Department

  • managing collection of all financial related items such as timesheets, credit card reports, etc.

  • preparing monthly financial statements – organization-wide, department or project

  • presents and interprets budget and financial statements in discussions with budget managers

  • updating and maintaining accrued vacation and sick leave, shared cost allocation, and restricted revenue release spreadsheets

  • Maintains fixed assets and depreciation schedule when applicable

  • Manages grant revenue and recognition, maintains grants spreadsheet to track restricted and unrestricted funds by period

  • Conducts year end close tasks, including but not limited to:

  • Annual Payroll reconciliation (also done quarterly)

  • FSA Compliance test (coordinate with Payroll service provider)

  • Assist with maintaining current accounting procedures and implementing new procedures as the need arises

  • Other Administrative

  • Assists DF with creation and implementation of financial policies, practices and forms when requested, including, when time allows, research regarding best practices and regulations

  • Collaborates with DF to train and coach staff on new accounting procedures related to the 501(c)4 entity and accounting software

  • Fields accounting and finance-related questions from staff as needed

  • Budgeting and Reporting

  • Assists the DF with annual budget process and mid-year budget revision, as assigned

  • Prepares schedules and reports for annual fiscal audits and 990

  • Prepares all filings that draw upon the completed Form 990, such as the U.S. Census Annual Services Report

  • Provides financial information, tracking tools, and support to development department for grants/funder management, collaborates on grant report financial statements and grant proposal budgets and ensures compliance with government contracts where applicable

  • Assists DF with lobbying financial reporting

OTHER DUTIES


  • Adheres to organizational values and practices around challenging oppression by exhibiting behaviors indicating inclusion and respect in all facets of their work (programmatic, operational, and interpersonal)

  • Conducts accounting procedures orientation for all new employees and regularly communicates with all employees about financial procedures

  • Attends staff meetings

  • Participates in staff strategy sessions

  • Participates in weekly Courageous Practice sessions to the extent of physical ability except when deadlines for primary accounting duties preclude participation

  • Participates in all-staff grassroots fundraising activities such as the end of year campaign at a level that does not impede primary/required accounting duties or cause hours to exceed regular work week

  • Participates in hiring committees as assigned.

  • Ability to travel out-of-state for 3-5 days at least 2-3 times per year

  • Maintains and updates the Forward Together CRM (constituent relationship management system) for the individuals and organizations that this position coordinates

  • Utilizes direct communication and pro-active problem solving to address internal organizational challenges and disagreements

  • Works pro-actively and in good faith as a member of the staff team to support and strengthen the overall stability and effectiveness of the organization

  • Performs other duties as assigned and attends meetings as needed

QUALIFICATIONS


  • Either a Bachelor’s degree in Accounting or closely related field or equivalent knowledge and skills plus basic knowledge of GAAP

  • Nonprofit accounting experience preferred

  • Ability to independently formulate original journal entries

  • Proficiency with Intacct and other third-party integrators like Expensify, Bill.com, etc.

  • Strong Excel/spreadsheet skills

  • Proficiency with Microsoft Office, web browsers, Gmail, Google Calendar and the basics of database and conferencing software

  • Experience with databases a plus, such as EveryAction and other constituent relationship management (CRM) platforms.

  • Excellent problem-solving, and analytical skills

  • Highly organized and systematic, with excellent time and project management skills and the ability to juggle competing priorities and deadlines in a fast-paced environment

  • Customer service mindset

  • Ability to maintain grace under pressure and communicate needs effectively

  • Punctual, reliable, consistent with strong attention to detail, yet not rigid

  • High level of accuracy in data entry

  • Excellent oral and written communication skills; courteous, direct and accountable

  • Ability to effectively communicate with people at all levels and from various backgrounds

  • Strong commitment to social justice

  • Must be able to speak, read, write, and understand the primary language (English) used in the workplace

  • Readiness to troubleshoot and problem solve; willingness to pitch in wherever asked

  • Ability to hold confidentiality, good judgment, and awareness of other people’s needs

  • Works effectively both independently and in concert with supervisor and other staff

  • Background check required

TO APPLY

Applicants should submit a cover letter describing:


  • Why you are interested in this role with the listed responsibilities;

  • Why you are interested in working for a multi-racial, multi-issue organization made up of people of color, immigrants, indigenous people, queer and transgender and gender-nonconforming people who work to secure rights, recognition and resources for families so that family members have self-determination over their bodies, their sexuality, and their family formation.

You must submit a cover letter and resume as your application or it will be deemed incomplete. If you submit them as attachments, please name the files as follows:


  • Cover Letter: Your Last Name, Your First Name Cover Letter

  • Resume: Your Last Name, Your First Name Resume

Please submit your application with the subject line: Your Last Name, Your First Name-Senior Accountant to: senior-accountant@forwardtogether.org

People of color, people with disabilities, Indigenous, queer, transgender, non-binary and gender nonconforming people strongly encouraged to apply. EOE.

To learn more about Forward Together visit our website


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Are you an Accountant looking for a position where you can gain more experience in several areas of accounting - taking your career to the next step? Do you want to work in a fast-paced environment that offers you a variety of challenges to enhance your skills?

If so, come join us at Propeller Industries. Getting in on this opportunity will position your career for immediate growth and expose you to the next level of financial accounting.

This is a hands-on accounting position. We are looking for someone who derives great satisfaction in handling accounting transactions across several clients. The senior accountant must be able to prioritize and multi-task as he/she will be involved with each area of the accounting cycle for a variety of businesses. There will be some client interaction (verbal and written) as well as problem-solving, and administrative work.

Responsibilities:


  • Process AP, AR, GL, inventory, and payroll transactions

  • Prepare reconciliation schedules for balance sheet accounts such as: prepaid expenses, fixed assets, and accrued liabilities

  • Prepare financial statements (Balance Sheet, P&L, and Cash Flow)

  • Review and troubleshoot inventory management and COGS issues

  • Prepare local compliance filings, business property tax, business licenses and 1099s

  • Assist with financial/accounting and governmental audits

  • Manage client expense reporting process

  • Maintain consistent accounting policies and procedures across clients Required Experience, Skills and Qualifications:

  • Bachelor’s degree in Accounting preferred

  • Minimum of 4 years' accounting experience required

  • Solid working knowledge of Excel and QuickBooks

  • Experience in, or passion for, working in an early–stage company

  • Excellent written and verbal communication skills, IQ, and EQ

  • Enjoys multi-tasking, organization and prioritization

  • Resourcefulness and ability to work independently Your eye for seeing the big picture will be essential in providing your input on improving the overall workflow and business process of the accounting function. Your superior attention to detail, strong organizational skills and flexibility in a high energy environment will go a long way to helping you be successful in our rapidly growing company.

Benefits Offered: Generous Vacation & Sick Pay, Medical (Employer pays 100% for Employee coverage), Dental, Vision, Disability & Life Insurance, 3% Employer contribution to your 401K, Annual Education and Commuter Benefits.

About Propeller Industries:

Propeller Industries provides outsourced finance and accounting services for an elite portfolio of early-stage growth companies. We offer a broad scope of services ranging from CFO-level strategic planning to day-to-day transaction processing through our team of CFOs and accountants. The firm has offices in San Francisco, Santa Monica, New York, Austin, Boulder and Sun Valley, ID and currently serves 200+ clients across a range of industries including ecommerce, technology, food & beverage, manufacturing, business services and healthcare.


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Instituto Familiar de La Raza, Inc.

Senior Staff Accountant

Administration

$63,500 to $ 67,500 Hiring Range

JOB DESCRIPTION:

Under direction of the Fiscal Director, the Senior Staff Accountant supports, coordinates and has cross functional general accounting responsibilities including functioning as the full cycle payroll administrator using ADP Workforce Now (semi-monthly), Accounts Payable and other duties for the agency.

ESSENTIAL JOB DUTIES: are, but not limited to the following:

Payroll:


  • Processes semi-monthly payroll using ADP Workforce Now and prepares manual checks for final payroll checks.

  • Ensure all Payroll accounting entries are complete, accurate, and recorded in a timely manner.

  • Audit payroll data for accuracy, including performing reconciliation between the general ledger and bank accounts and investigating any unresolved discrepancies.

  • Prepares monthly reports, including but not limited to W-4, direct deposit and benefit deductions, monitor accruals of Vacation and Sick hours, payroll-related journals in SAGE100.

  • Processes and supports the 403(b) retirement benefits program by processing paycheck deferrals, loans, distributions, annual census and Cafeteria 125 census.

  • Problem-solves payroll and accounting matters with Agency employees and works closely with HR staff in supporting and educating employees on payroll and benefit matters.

Accounts Payable:


  • Facilitate full cycle accounts payable, including obtaining approval of vendor invoices, coding, data entering invoices and processing payments in SAGE 100.

  • Process employee expense reports, and reconcile advance payments with staff.

  • Assist and/or approves cash disbursements by verifying check amounts against invoices, authorizing checks and wire transfers.

  • Monthly bank reconciliation and reporting

  • Maintains cash flow by monitoring bank balances and cash requirements; investing excess funds.

General Ledger and Misc. Duties:


  • Establish and maintain a journal entry system that provides proper supporting information for all JE’s made to the accounting records.

  • Maintain all files and records in accordance with policies and procedures in an organized manner.

  • Prepare audit file; provide support to and gather necessary account information and documents for external auditors and other reviews.

  • Renews business insurance by scheduling values including personal and real property, computers, equipment, etc. and accounts receivable.

  • Assist to develop budgets, financial statements and providing accounting budget information; monitoring expenditures; identifying variances; implementing corrective actions.

  • Assist to develop accounting operational standards and procedures to support cross functional agency- wide financial and budget plans to support strategic plans and reviews; productivity, quality, and contracts standards; resolving problems; identifying system improvements.

  • Backs-up the Peer Sr. Accountant and the Fiscal Director as needed.

  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

Required Knowledge and Skills:


  • Payroll, accounts payable, general acceptable accounting principles and cash management

  • Knowledge of full cycle payroll and accounts payable

  • Ability to organize, priorities, and keep filling and work product up- to-date to promote productivity and efficiency

  • Solid accounting background, with knowledge of ADP Workforce Now, and/or SAGE 100

  • Proficient with Microsoft Office Suite, including Excel

  • Excellent oral and written communication, strong organizational and interpersonal skills

  • Strong analytical, research, problem solving and evaluative thinking skills

  • Strong interpersonal skills and the ability to work well with others

  • Ability and willingness to cross-training and teach other basic financial/ budget principles

EDUCATION, CERTIFICATION, AND LICENSES

Bachelor’s Degree in Accounting, Finance, General Business plus three years of general accounting experience with one year of the 3 years in full cycle payroll, reporting and reconciliation or a combination of education and experience equivalent to 7 years of experience in general accounting and payroll.

Must pass and maintain annual Tuberculosis Test

Must pass Department of Justice Fingerprint screening

COMPENSATION AND BENEFITS

The hiring range for this position is $63,500 to $ 67,500 based on experience and this position this is a full time exempt position with benefits. Normal work-week is 35 hours but the incumbent is required to complete the full scope of work as an exempt salary employee.

All full time positions at IFR are eligible to participate in a fully paid benefit medical health plans including dental, vision, 403(b) plan, earn vacation, sick leave, paid holidays, and on-going opportunities for learning.

HOW TO APPLY

Please email cover letter and resume in a Word format to Human Resources. Please view our benefits at www.ifrsf.org/employment

Instituto Familiar de la Raza, Inc.

Human Resources Department

AGENCY DESCRIPTION:

Instituto Familiar de la Raza, Inc. is a multi-service community health and social service nonprofit agency with emphasis in serving the Chicano/Latino/Indígena community in San Francisco located in the heart of the Mission district. The agency has a 12 million budget with over 100 FTEs.

Instituto Familiar de la Raza, is an equal opportunity employer, and does not discriminate on the basis of race, culture, age, disability, gender, or sexual orientation. People of color are encouraged to apply.

Job Type: Full-time

Salary: $63,500.00 to $67,500.00 /year

Work Location:


  • One location


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Text "Hire Me Now" to (510) 849-6855 to apply!

HI, WE’RE BROADLY!

Our product enables local businesses to deliver a five-star customer experience. People have a better experience when the business is responsive, engaged, and customer-centric. By helping local businesses serve their customers better, we also help them thrive.

Our culture is diverse and inclusive and what we all have in common is that we find purpose in our work, we know our work has meaning, and we strive to learn from one another as we build Broadly together!

WHO ARE YOU?


  • You have 1-5 years' experience performing INSIDE sales

  • You have 6+ months' experience CLOSING

  • Bilingual a huge plus as we build a diverse employee & client population

WHAT’S THE JOB, REALLY?



  • Cold calling 100+ small businesses each workday

  • Setting and performing your own demos


  • Salesforce expertise

  • Pitching our value propositions via screen sharing

  • Excellent communication skills - no fear of the phone

  • Ability to effectively prioritize tasks and manage time within a fast-paced environment

  • We’re team-oriented. Our energy lands us deals, and each one of us contributes our own flair. This is not a remote position and we ask everyone to commit to being in the office Monday thru Friday, 8am - 5pm

  • Compensation: $100K OTE (50K base salary + 50K commission)

  • UNCAPPED COMMISSION. Sky’s the limit.

Text "Hire Me Now" to (510) 849-6855 to apply!

Benefits:


  • Flexible Time Off: We believe that a balance between work and life is essential to happiness and success, so work hard and take the time you need

  • Health Coverage: We offer competitive coverage plans for medical, dental and vision, because you’re worth it

  • Food: We serve catered lunch every week, host company get-togethers and stock the office with bountiful snacks

  • Fitness: Gym subsidy, commuter benefit

  • Travel: Ask us about our International Travel Stipend

  • Team Bonding: Team Outings, Regular Meet'n'Greets, Quarterly All Hands and more!

  • Equity: Yeah, you’ll be a stakeholder, we all are!

  • Compensation: $100K OTE (50K base salary + 50K commission)

  • UNCAPPED COMMISSION!

Broadly is committed to providing and promoting equal opportunity for all employees and applicants. We comply fully with the spirit, as well as the letter, of all applicable local, state, and federal laws and regulations implementing the national objective of equal employment opportunity. Broadly does not discriminate in employment opportunities or practices on the basis of race, color, citizenship status, national origin, ancestry, gender, pregnancy, sexual orientation, gender identity, genetic information, age, religion, creed, physical or mental disability, marital or domestic partner status, veteran status, political or religious affiliations, height, weight, or any other characteristic protected by law. We value diversity and encourage all qualified candidates to apply.


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Assistant Controller

Location: San Francisco

Reports to: Vice President of Finance and Corporate Controller ("Controller”)

Exempt Classification: Exempt

Status: Regular. Full-Time

 

 

 

THE COMPANY

 

The Low Income Investment Fund (“LIIF” or “the Company”) is a non-profit community

development financial institution, with headquarters in San Francisco and with offices in New

York, Los Angeles, Washington, D.C and Atlanta. LIIF builds healthy communities by

bridging the gap between private capital markets and low-income neighborhoods. LIIF is a

steward for capital invested in affordable housing, early childhood education, fresh foods,

education and other community initiatives.

 

POSITION SUMMARY

 

The Assistant Controller will work under the guidance of, and assist the Controller in, the

preparation of the annual financial statements, and supervision of the preparation of LIIF’s tax

returns. The role is the primary point of contact for the external auditors and tax consultants.

The Assistant Controller is also responsible for maintaining the accounting records for the

Company, its subsidiaries, funds and affiliates, and for the timely and accurate monthly close

and preparation of financial statements

 

The role will act as the deputy to the Controller. It is the incumbent’s responsibility to ensure

that all financial statements are prepared in accordance with Generally Accepted Accounting

Principles (GAAP) for a community development financial institution, and that they are

delivered in a timely and quality manner. The Assistant Controller also will work closely with

the EVP, Chief Financial Officer and the VP, Finance and Capital Strategies and will interface

with LIIF’s Executive team as well as staff across the organization.

 

REPORTING RELATIONSHIP: This position reports to the Controller and will supervise

the Manager of Corporate Accounting and two accountants.

 

San Francisco

Low Income Investment Fund

415.772.9094 tel Los Angeles

50 California Street

415.772.9095 fax New York

Suite 2900

 San Francisco, CA 94111 Atlanta

ESSENTIAL DUTIES AND RESPONSIBILITIES

 


  • Manage all annual external and internal financial statement audits for LIIF and all

subsidiaries or affiliated entities, including all New Market Tax Credit (“NMTC”) entities

which the Company manages.


  • Prepare annual audited financial statements and related footnotes including prepared-by-

client submissions and complete and accurate supporting documentation.


  • Supervise the preparation of all tax returns for LIIF and all subsidiaries, funds and

affiliated entities including client submissions, supporting schedules and other

documentation.


  • Maintain internal controls and a comprehensive set of accounting policies and procedures

including accounting policy memorandum for specific transactions, new accounting

guidance and certain programs as appropriate.


  • Act as an administrator for certain accounting and treasury systems to ensure a high-

quality control environment.


  • Facilitate, coordinate and monitor monthly, quarterly and annual closing for multiple

entities and funds.


  • Oversee preparation and review of all accounting system journal entries including

reviewing and posting certain accounting system journal entries, as appropriate.


  • Ensure all account reconciliations are prepared and reviewed timely and that any

accounting discrepancies are appropriately resolved. 

Develop and maintain appropriate operational controls, data documentation and

troubleshooting procedures. 

Research new accounting guidance and ensure that the Company plans for and

implements new standards and guidance in accordance with best practice. •


  • Manage the maintenance of the accounting system including the chart of accounts,

allocation codes, distribution codes and security rights assigned to users.


  • Oversee the proper review and documentation of all operating grants and ensure

accounting is in accordance with the grant documentation and with GAAP.


  • Assist the Controller in directing the activities of the accounting department functions.

  • Identify and implement opportunities to automate and streamline accounting processes.

  • Ensure appropriate management of the company’s expenses and other costs and make

recommendations for cost savings and profitability improvement strategies. 

Participate in the training of finance department employees and, where appropriate, in the

hiring of new employees


  • Evaluate performance of all direct reports in accordance with company policies.

  • Participate in a wide variety of special projects as needed.

SKILLS AND ABILITIES REQUIRED

 


  • Industry experience in financial services in particular within a Community Development

Financial Institution, with a broad knowledge of GAAP is strongly preferred.


  • Demonstrated effectiveness and skills in managing an accounting department and

preparing for external audits as well as reporting. Proven ability to develop and implement

processes, policies and procedures for these functions.


  • Excellent leadership, collaboration and communication (verbal and written) skills with the

ability to interface with and influence numerous constituencies.


  • Strong project management and organizational skills.

  • Ability to implement and maintain effective and robust software systems, models and

other analytical tools to accomplish the required responsibilities and accountabilities.


  • Demonstrated experience and ability to manage, train, develop and mentor staff within

this function.

 

EDUCATION AND EXPERIENCE REQUIRED

 

Required knowledge and skills would typically be acquired through bachelors or master’s

degree in accounting and 10+ years of accounting, auditing and other business operations

experience. CPA designation is highly favored.

 

How to Apply:

 

If you are interested in applying to the Low Income Investment Fund,

please mail or e-mail cover letter and resume to:

 

Low Income Investment Fund

Attn. Human Resources

50 California St., Suite 2900

San Francisco, CA 94111

 

No phone calls or other LIIF email addresses please.

Only candidates being considered for a position will be contacted.


See full job description


  • Management of accounts receivable

  • Management of accounts payable

  • Monthly close, bank and credit card reconciliation, utilizing QuickBooks Online

  • Payroll review and payroll entries in QuickBooks 

  • Management of weekly cash-flow projections

  • Preparation and presentation of financial reports as designated by CEO and CPA

  • Work closely with outside CPA to prepare tax Filings including 1099 preparation

  • Identify/implement opportunities to improve control and streamline accounting processes 

  • Other duties as assigned  

 


See full job description

Who We Are: 

At Autism Collaborative Therapies Inc., our employees are our greatest asset. The people who make our team are creating solutions and changing lives for individuals with disabilities and special needs, families, and communities throughout the East Bay.  This is an exciting time to join our dynamic team of people who are passionate about their work

Join us and let's make a difference together! 

 

 Part Time Full Charge Bookkeeper Duties: 

 · Responsible for full cycle accounting duties 

· Code and enter vendor expense invoices

 · Accounts payable 

· Process accounts receivable and invoice clients and customers 

· End of month closing 

· Ensure accuracy in general ledger

 · Process employee time sheets and payroll

 · Prepare monthly and quarterly tax returns 

· Cash flow management 

Qualifications for Full Charge Bookkeeper

 · Associate's degree in accounting or related field, preferred

 · Certified Bookkeeper designation, preferred

 · 5+ years of experience in a bookkeeping role

 · Advanced accounting and bookkeeping software experience 

· Aptitude for business

 · Detail oriented

 · Must be comfortable meeting tight deadlines 

· Experience with financial statements and tax returns  

Pay commensurate with experience

 

 


See full job description

HI, WE’RE BROADLY!

Our product enables local businesses to deliver a five-star customer experience. People have a better experience when the business is responsive, engaged, and customer-centric. By helping local businesses serve their customers better, we also help them thrive.

Our culture is diverse and inclusive and what we all have in common is that we find purpose in our work, we know our work has meaning, and we strive to learn from one another as we build Broadly together!

What is the job really?


  • Communicate with clients about billing discrepancies and questions.

  • Locate and notify customers of delinquent accounts by email or telephone to solicit payment.

  • Duties include updating credit card information and confirming the updating records of collection and status of accounts.

  • Outreach to customers with credit cards who will soon expire to update company records.

  • Locate and monitor overdue accounts, using computer systems, Salesforce and Zuora and a variety of other automated systems. Work to align various systems and clean up data.

  • Confer with customers by telephone to determine reasons for overdue payments and to review the terms of sales and service.

  • Receive customer checks and send electronic records to the accounting team.

  • Make recommendations for bad debt write-offs.

  • Protects organization's value by keeping information confidential.

Requirements:


  • Collection experience, preferably business to business collections

  • Must have familiarity with Excel, Word, Salesforce. Zuora & QuickBooks (Online preferably)

  • Demonstrated ability to communicate effectively with internal and external customers, including strong listening skills, the ability to professionally handle difficult collection calls, and the ability to provide excellent customer service with a professional demeanor in all situations

  • Proven ability to consistently meet and exceed collection goals, with consistent month-over-month reduction in AR

  • Highly organized with proven ability to work independently, set priorities and meet deadlines

  • High school diploma required; Associates Degree or higher preferred

Benefits:


  • Flexible Time Off: We believe that a balance between work and life is essential to happiness and success, so work hard and take the time you need

  • Health Coverage: We offer competitive coverage plans for medical, dental and vision, because you’re worth it

  • Food: We serve catered lunch every week, host company get-togethers and stock the office with bountiful snacks

  • Fitness: Gym subsidy, commuter benefit

  • Travel: Ask us about our International Travel Stipend

  • Team Bonding: Team Outings, Regular Meet'n'Greets, Quarterly All Hands and more!

  • Equity: Yeah, you’ll be a stakeholder, we all are!

  • Compensation: $40,000 base salary

Broadly is committed to providing and promoting equal opportunity for all employees and applicants. We comply fully with the spirit, as well as the letter, of all applicable local, state, and federal laws and regulations implementing the national objective of equal employment opportunity. Broadly does not discriminate in employment opportunities or practices on the basis of race, color, citizenship status, national origin, ancestry, gender, pregnancy, sexual orientation, gender identity, genetic information, age, religion, creed, physical or mental disability, marital or domestic partner status, veteran status, political or religious affiliations, height, weight, or any other characteristic protected by law.


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About the JCC of the East Bay

The JCC East Bay is a welcoming home for people of all ages and life stages. Our mission is to create healthy communities inspired by Jewish values, culture, and tradition. We build interpersonal relationships, foster learning and inspiration, and explore Jewish life. The JCC’s core programs include intergenerational Jewish holiday celebrations; early childhood education and preschool; camp and afterschool programs; and provocative cultural arts and civic engagement events. The JCC serves and reflects the diverse residents of the East Bay, offering physical gathering spaces for the Jewish and broader community.

Position Summary

The Staff Accountant will work closely with the CFO and Controller to execute agency critical accounting tasks. This position requires attention to detail as well as excellent customer service and communication skills. The Staff Accountant supports and works with our staff, members, vendors, and community. This is an exempt position that reports to the Controller.

Duties & Responsibilities

A/R (Quickbooks & Ultracamp):


  • Receiving enrollment paperwork (including Agreements)

  • Setting up customer accounts

  • Tracking and receiving of customer Agreements and related paperwork


    • Receiving and applying schedule change forms



  • Maintain customer files

  • Maintain schedule of deposits held by customer and program

  • Payment calculations

  • Executing monthly billing & payment processing including


    • Sending out monthly invoices

    • Receive, charge, and apply payments

    • Drop-in billing for preschool



  • Work smoothly with the other staff and clients to update customer accounts and adjust billings and payments as necessary

  • Keeping up on participants joining and leaving the programs

  • Billing and collections, including delinquent payments

  • Work with Development department to process donations and pledges

  • Update program rosters monthly

  • Third party scholarships and payments:


    • Assuring monthly reports are sent to funding agency (either send or assure that program directors send), keeping copies of such submissions

    • Maintaining file of contracts between third party funders and the grantees

    • Main contact between parents and agency making sure accounts are kept current

    • Alerting and involving Controller and CFO when A/R problems arise



  • Check on A/R at least monthly and follow up on delinquent accounts

A/P – (Quickbooks):


  • Maintain vendor accounts and payables files

  • Process weekly bill pay

  • Properly code payments by class and account

  • Reconcilecredit card statements, including collecting receipts

  • Maintain and track petty cash at Berkeley site; supply sufficient cash to front desk, and other events as needed

Banking:


  • Download and update bank transactions into Quickbooks

  • Prepare weekly bank deposits & update Salesforce Data

  • Reconcile all bank accounts

Payroll:


  • Will assist Controller to process bi-weekly payroll.

  • Serves as backup to Controller to run payroll in Controller’s absence

Required Minimum Qualifications


  • Minimum of 2 + years of progressively responsible accounting experience

  • Bachelor's Degree in Accounting (or equivalent job experience).

  • QuickBooks experience preferred.

  • Strong computer aptitude in a Microsoft Windows environment

  • Experience with other software systems including Microsoft Word and Excel (including pivot tables), Salesforce or other CRM, and other cloud-based registration and payment systems

  • Demonstrated excellent customer service utilizing verbal and written communication

  • Strong analytical skills with particular attention to detail and accuracy

  • Nonprofit experience strongly preferred

  • Strong organizational, oral and written communication skills

  • Experience and/or knowledge of all financial functions

  • Ability to work independently and manage multiple projects with specific timelines

  • Versatility, flexibility, and an ability to shift and manage priorities

Disclaimer

This job description is not meant to be an all-inclusive statement of every duty and responsibility which will ever be required of an employee in this position, however, the employee will be held responsible for all duties assigned.

Hiring Process

If you are an interested candidate, please describe in a cover letter why you are uniquely qualified for this position and attach a resume. Please note the specific job title in your subject line of your email. This position is open until filled.

Please note: Prior to confirming your employment, you will be required to pass a background check.

Send cover letter and resume as attachments to: accountingjobs@jcceastbay.org

PLEASE NO CALLS.

The JCC East Bay is an Equal Opportunity Employer and makes employment decisions on the basis of merit. JCC East Bay policy prohibits unlawful discrimination in accordance with federal, state, and local laws. The JCC East Bay complies with the Americans with Disabilities Act and is committed to providing reasonable accommodations for people with disabilities. If you require particular accommodations during the application and interview process, please inform us of your needs so that we can provide accordingly.


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The Account Coordinator plays an important role in planning and executing public relations and social media campaigns and managing client needs.   

Account Coordinator responsibilities include activities spanning public relations, social media, marketing and account coordination work. They include, but are not limited to:    

• Developing media lists for client announcements and press outreach  

• Writing press releases, media materials and newsletters on behalf of clients  

• Securing print, broadcast and online coverage for clients through targeted media outreach and pitching  

• Writing press backgrounders and media talking points for clients prior to briefings 

• Tracking relevant press coverage   

• Managing client’s social media profiles, including posting regular updates and tracking engagement  

• Implementing and tracking social media campaigns on behalf of our clients    

• Drafting copy for media kits, websites, brochures and other marketing materials  

• Contributing toward strategic positioning and messaging documents  

• Advising on web and print design and client brand identity   

• Preparing meeting schedules and call agendas for clients  

• Providing recommendations on how to improve ongoing campaigns and projects  

• Support on additional tasks as needed 

       

About the Candidate 

Telegraph is looking for a colleague to join our team who is curious, creative and ready to learn new skills to put into action. Candidates must have outstanding written, verbal and organizational skills, attention to detail and a passion for making a difference. The account coordinator must juggle various responsibilities and keep track of deadlines for multiple accounts.   

College graduates with public relations, marketing or communications degrees and relevant work or internship experience are preferred.

Job type: Full-time, on-site  

Education: Bachelor’s degree preferably in journalism, communications, marketing, or public policy 

Experience: 2+ years  

Travel: Occasional    

This mid-level position offers salary commensurate with experience and includes full benefits.     

 

Please send a cover letter and resume to patricia@telegraphpr.comto apply for the Account Coordinator position at Telegraph PR. We accept applications on a rolling basis and will contact you if we are interested in pursuing your application further.    

Telegraph PR is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sexual orientation, gender identity, national origin, veteran or disability status.   

About Telegraph PR Telegraph is a Bay Area leader in public relations and cause-oriented campaigns providing full service strategy formation, communications, and logistics support to our clients. Our tight-knit team is comprised of individuals with diverse backgrounds in campaign management, public relations, copywriting, graphic design, social media, website development, branding and client relations.  

      


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Description

Neurobehavioral Systems, Inc. is a small company in downtown Berkeley that produces specialized software for neuroscience research and medical applications.We are seeking a highly organized and responsible office manager who will manage the day-to-day operations of our organization and keep things running smoothly. This position requires you to work independently with little supervision on a wide range of tasks. The position is approximately half time.

Responsibilities


  • Bookkeeping, report generation, payroll administration

  • Sales support and vendor relations

  • Bill paying, filing, and general office management

  • Scheduling meetings, trade shows, and other events

  • Assisting with technical support

Qualifications


  • AA, BA or BS degree preferred

  • Three years prior experience in a managerial position, including duties similar to those described above

  • Proficient computer skills and technical knowledge of various types of office equipment/software

  • Proficient accounting knowledge/experience (experience with QuickBooks preferred)

  • Excellent verbal and written communication skills

Compensation and Benefits


  • $20 – $25/hour commensurate with experience and qualifications

  • Benefits include paid holidays, vacation, sick days, retirement, and health care

Job Type: Part-Time, 20-29 hours weekly, Monday-Friday 


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Do you have a passion for working with people, excellent organizational skills, and an interest in architecture? Do you like to keep things running smoothly and make sure everyone is taken care of? We’re looking for someone with 2+ years professional experience to help keep our creative office running smoothly and propelling forward. We’d love to meet you!

 

About us: William Duff Architects is a dynamic, growing architecture firm, comprised of bright, creative, motivated people. Founded in 1998, WDA has built a national, award-winning reputation in residential, retail, restaurant, and commercial projects. We offer competitive salaries, full benefits, a transit-friendly workplace, and opportunities for professional growth.

 

Practice: Overhead

Reports to: Director of Operations

Manages: Interns, when present

 

WDA Benefits Package:

• Competitive salaries 

• Health, dental, vision & life insurance 

• 401K retirement plan 

• Bonuses 

• Profit Sharing (401k)

• Paid Time Off 

• Professional development support

• In-house mentorship 

• Quarterly office outings

• Summer hours

• Weekly happy hours

• In-house bicycle parking

• Retail discount program

 

Major Responsibilities: 


  1. Assists Director of Operations in maintaining a supportive, fun, comfortable, safe and efficient office environment.

  2. Supports Director of Operations and management team.

  3. Tracks expenses and income transactions. Communicates with staff to obtain appropriate information for bookkeeping needs. Maintains bookkeeping data entry in accounting and tracking software. 

  4. Tracks, prepares and sends out timely bill payments.

  5. Manages the office calendar and scheduling for the Managing Principal.

  6. Schedules and coordinates vendor meetings. 

  7. Supports client and internal meetings with scheduling, preparation and clean-up. 

  8. Plans and executes internal staff events and outings such as quarterly staff outings, team building events, intermittent lunches and happy hours.

  9. Greets office visitors, answers phones, and responds to general office emails and inquiries.

  10. Manages office opening and closing procedures. 

  11. Manages office supplies inventory. Facilitates ordering of supplies, office snacks, catering, messenger and other services.

  12. Runs light errands and distributes office mail.

  13. Tidies communal office areas. Performs simple repairs and maintenance as needed. Coordinates with office vendors to keep office facilities in great shape.  

  14. Supports marketing team with office mailings.

  15. Supports smooth flow of information with office intranet updates.

  16. Organizes, maintains and updates material library. Logs updated samples and keeps library tidy. 

  17. Supports weekly staff meetings and updates staffing hours.

  18. Supports recruiting efforts by posting job listings, scheduling interviews and corresponding with candidates.

  19. Facilitates new employee orientation.

  20. Supports technical staff as needed: scans drawings, compiles meeting booklets, updates documents, runs light errands and others. 

  21. Coordinate and execute special projects as they occur. 

 

Education and Experience: 2+ years of work experience or a recent graduate. Bachelor’s degree (B.A.) with a major or focus in Business Administration, Communications, Hospitality or Design preferred. AEC experience a plus but not required.

 

Other Job Requirements: 


  • Warm, friendly and easy to work with.

  • Have a positive, professional and can-do attitude. 

  • Ability to work well in a team environment.

  • Strong writing, verbal, and organizational skills.

  • Strong attention to detail and follow through on tasks.

  • Ability to think creatively, work efficiently, prioritize and plan ahead,    and juggle multiple tasks at once.

  • Ability to pivot and accommodate last minute changes in daily responsibilities.

  • Proficient in Microsoft Office Suite (Word, PowerPoint, Excel and Outlook)

 

Please submit the following in PDF form by email to careers@wdarch.com (not to exceed 4MB), and include the job title in the subject line: 


  • Resume 

  • A cover letter articulating why you could be a good fit at WDA, and a bit about your personal inspirations and aspirations 

  • How you heard about WDA

 

No drop-in visits or phone calls, please.  WDA is an Affirmative Action and Equal Opportunity Employer 

(AA/EOE). 

 

 


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BOOKKEEPER

Housing Consortium of the East Bay (HCEB) is a non-profit organization established in 1996 to create inclusive communities through affordable housing for people living with developmental disabilities in Alameda and Contra Costa Counties. For more information, please visit our website 

 

HCEB values the following qualities for this position:


  • Results-oriented and able to meet deadlines

  • Excellent interpersonal and customer service skills

  • Flexible and self-motivated with an ability to coordinate and prioritize workload

  • High standard of excellence and quality

HCEB is seeking to hire a part time Bookkeeper. The hours are somewhat flexible upon agreement with the supervisor (Controller). All work must be completed on site in our downtown Oakland Offices.

Job responsibilities include:

Bookkeeping


  • Full Cycle Accounts Payable

  • Full Cycle Accounts Receivable

  • Process time sheets and bi-monthly payroll

  • Benefits administration support

  • Generate monthly billing and rent invoices and follow up on delinquent accounts

  • Create billing reports for multiple funding sources

  • Respond to A/P inquiries and execute follow-up action

  • Process monthly rent rolls and report accordingly

  • Support adhoc special billing processes

  • work with government funding sources

  • Perform other duties as assigned

Background and Educational Requirements


  • History related work experience, preferably in a non-profit organization

  • Experience with accounting practices and standard accounting software (QuickBooks desktop preferred)

  • Excellent PC skills, including word-processing, spreadsheet, and accounting software in a Windows-type environment

  • Working knowledge of MS Excel and MS Word

Candidates need not have all the preferred skills and experience to apply

Interested applicants should submit a resume and cover letter.

Bay Area Candidates Only

Job Type: Part-time

Salary: $22.00 to $25.00 /hour

Work Location:


  • One location

Benefits:


  • Flexible schedule

This Job Is:


  • Open to applicants who do not have a high school diploma/GED

  • A good fit for applicants with gaps in their resume, or who have been out of the workforce for the past 6 months or more

  • A job for which all ages, including older job seekers, are encouraged to apply

  • Open to applicants who do not have a college diploma

  • A job for which people with disabilities are encouraged to apply

Schedule:


  • No weekends


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TITLE: Payroll Specialist

ORGANIZATION: Conservation Society of California

DEPARTMENT: Accounting

REPORTS TO: Controller

CLASSIFICATION: Exempt: (x) Non-exempt: ( )

TYPE: Regular: (x) Seasonal/Temporary: ( )

STATUS: Full-time: (x) Part-time: ( )

RATE: Salaried: () Hourly: (x)

JOB SUMMARY:

The Payroll Specialist is responsible for the complete payroll cycle for the Zoo. The Payroll Specialist also supports the Accounting and Human Resources departments as required. Upholds the mission and values established the East Bay Zoological Society (the “Zoo”) and adheres to policies and procedures as set forth by the Zoo.

ESSENTIAL DUTIES AND RESPONSIBILITIES:


  1. Perform daily payroll department operations.

  2. Gather information on hours worked for each employee and manage workflow to ensure all payroll transactions are processed accurately and timely.

  3. Execute eTime and manual time attendance processing and interface with payroll.

  4. Calculate the correct amount incorporating overtime, deductions, bonuses etc.

  5. Reconcile payroll prior to transmission and validate confirmed reports.

  6. Prepare and execute pay orders through direct deposit and generate paychecks.

  7. Understand proper taxation of employer paid benefits.

  8. Process correct garnishment and tax levy calculations and compliance.

  9. Perform compliances for unclaimed property payroll checks.

  10. Process accurate and timely year-end reporting when necessary.

  11. Process manual checks for separated and terminated employees.

  12. Keep track of hours rates, wages, compensation benefit rates, new hire information etc. Coordinate efforts with HR as required ensuring all information is captured accurately and timely (including new hire information, WC codes, salary rates, status changes, etc). Conduct routine payroll audits to ensure accuracy of information.

  13. Assist External Auditors

  14. Prepare reports for upper management.

  15. Process correct PTO balance to individual employees and report to manager after pay period completed.

  16. Prepare workers compensation reports to the insurance company, maintain current information on all workers’ compensation claims; works with

  17. Interface with co-workers and outside vendors and handle employee payroll inquiries.

  18. Provide labor or payroll reports as required and conduct routine payroll audits. Payroll Reporting: maintain leave balances and prepare departmental vacation and sick balance report each month for distribution to department directors, prepare semi-monthly wage expense report and distribute to department leads after the semi-monthly payroll process is complete; provide/process other labor or payroll reports as required.

  19. Demonstrate knowledge of, and supports, the East Bay Zoological Society’s mission, vision, value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of behavior.

  20. Perform other related duties as required and assigned.

  21. Month end Merchant account balance Vs. credit sale revenue reconciliation.

  22. Managing Retirement Plan contribution and maintain online funding to Vanguard.

  23. Non-Operating cash handling and deposit to the bank three times a week.

  24. Prepare daily operating revenue and performance report and report to CEO and CFO. 

QUALIFICATIONS:

1) ) Required knowledge, skills & abilities:


  • Proficient in Microsoft Excel and Word

  • Comprehensive knowledge of UltiPro payroll

  • Ability to work independently and maintain confidentiality

  • Must be a team-player and able to work under pressure or changing deadlines

2) Minimum educational level:


  • Associate degree or greater

3) Experience required:


  • Minimum 5 years experience in Payroll

DISCLAIMER

Please note that this job description intends to describe the general nature and level of work being performed the people or person assigned to this job. It is not to be construed as an exhaustive list of all responsibilities, duties and/or skills required of the personnel for this position. The order in which duties and responsibilities are listed is not significant, and personnel may be required to perform duties beyond this list or outside of their normal responsibilities from time to time or as needed.


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Job Description


New Position for New Clients! - Apply Today for Immediate Consideration!


The role of the Junior Account Manager is to help develop and execute the strategic sales and marketing plans for the key accounts of our firm. The key account sales and marketing plans will support, and be derived from the Business Plan outlined by the Director of Sales and Marketing.


The Manager will be responsible for managing all areas of our business relationships with the key accounts and will work closely with the various business departments in an effort to maintain and further develop the relationship with the key accounts.


 


Responsibilities:



  • Maintain and build relationships with the key accounts.

  • Develop and execute a sales and marketing plan for key accounts that meets or exceeds sales and margin targets.

  • Grow existing product offerings with key accounts while introducing new product opportunities.

  • Work closely with the various departments in the Marketing industry Nation Wide to ensure the accurate execution of sales orders and account activity.

  • Provide regular interface with customers to ensure the highest level of customer satisfaction.

  • Provide direction to the marketing department on key marketing opportunities with the key accounts to support the sales effort.

  • Work closely with key accounts and the marketing department on establishing a strategic face for clients

  • Provide regular sales reports to the Director of Sales and Marketing that accurately capture all sales activity.

  • Seek out and communicate meaningful insights from key accounts and the market.


 


Company Work Environment:


We consistently have you network with top performers so that individuals can obtain that overall growth in their profession. Our team is full of members from various backgrounds and we prefer to have an array of individuals to keep up the positive energy in the office.


 


Requirements:



  • Advanced communication (written and verbal), organizational, and problem solving skills

  • Strong interpersonal skills, including effective presentation and listening skills

  • Building and nurturing internal and external relationships

  • Effective working in close team environment

  • Entrepreneur Mentality

  • Seek continuous growth and leading responsibility


 


Education:


• Bachelor's degree or relevant work experience required


 


 


 


"Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records."



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WHY CHOOSE US? We offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. Our culture fosters an environment that empowers our people to make the best decisions for our customers. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment without supervision and career satisfaction. Responsibilities: The Senior Commercial Lines Account Manager performs essential functions of the position which includes managing a an existing book of business, aiding Sales Executives and clients with servicing needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. The Senior Account Manager meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency. May also be assigned special projects by management, as needed. Primary Responsibilities: Provides technical support to Sales Executive specifically in analyzing client needs, coverage forms and quotations Meet with clients in course of prospecting or delivery of client service responsibilities Accompanies Sales Executive on prospect and client meetings as requested by Sales Executive Completes applications in coordination with Sales Executive, submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence with the assistance of the Assistant Account Manager. Determines if direct billing, agency billing or premium financing is appropriate and invoices accordingly Prepares summaries of insurance, schedules and proposals for word processing as needed Processes renewals in coordination with Sales Executives/Account Executive(s) according to agency procedures. Occasionally takes lead in renewal meeting with the client, strategy determination, marketing and carrier negotiations. Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier Verifies policy and policy change information, facilitating corrections when necessary Processes incoming mail and phone requests, responding promptly and appropriately Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executive Prepares premium allocations for clients as needed May supervise and mentor assigned client service professionals Personal and Organizational Development: Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts Effective distribution and monitoring of work for designated Account Manager/Assistant Account Managers Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency Knowledge, Skills and Abilities: College education with a minimum of 5 years insurance experience or a minimum of 7 years insurance experience Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner Ability to understand written and oral communication and interpret abstract information. Property, Casualty Producers License Advanced Knowledge of insurance products and usages Advanced Knowledge of insurance markets and reference to markets Knowledge of insurance rating and underwriting procedures Ability to carry out complex tasks with many concrete and abstract variables. Strong computer skills with and familiarity with tools such as Outlook, Excel, Word and EPIC Ability to manage complex projects Ability to direct others Ability to work independently of Sales Executive/Account Executive and take the lead on all elements of client servicing when necessary Advanced negotiation skills Advanced presentation skills for 2 Producer Working Conditions: High pressured, fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks This job description is intended to describe the level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties Benefits: Health insurance Dental insurance Vision insurance Retirement plan Paid time off Paid Training: Yes Management: Key Leader Schedule: Monday to Friday Accounts: all types general book such as but not limited to: Construction, Real estate, lite Mfg., services, etc. small to large accounts such as $100k+ Benefits: M,D,V, supplement life, Disability, 401k-3% match thru Fidelity, Holidays, PTO Character: someone who is not easily fazzeled, roll off your back, hard worker. Co. is supportive for family emergency and unexpected life accurances. A good attitude to work with clients and carrier underwriter, office has a great environment with a team concept, very supportive environment.


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Position Description The Accounting Manager (AM) will track, account for, analyze, and report on costs using GAAP and support the overall Accounting function in compliance activities as well as other projects as assigned. This position will also support the day to day accounting activities for each development project, assist with the development of the annual development budget, analyze and prepare monthly reports on development performance, identify opportunities for process improvement and efficiencies, research and resolves accounting issues as they arise, and assist with special projects when necessary. The AM will have excellent technical, organization and communication skills, ensuring that all tasks are communicated thoroughly, completed accurately and delivered in a timely manner. Responsibilities Assist with the month-end financial close process and produce monthly financial statements, including, but not limited to the preparation of journal entries, bank, income statement/balance sheet account reconciliations and variance analyses. Prior 5-7 years in (multi-entity) real estate accounting operations experience: development and/or property management. Monitor all aspects of accounts payable, accounts receivable, and collections, revenue, expense, and fixed assets, direct and indirect cost allocation, proper account coding for revenue and expenses, balance sheet account analysis and reconciliation, invoice processing for assigned projects (properties). Maintain inter-company loan schedule and prepare reconciliations Work closely with the Project Managers & Finance team on contracts & monthly budgeting process for all development projects; assisting in preparing forecasts and appropriate line items that are budgeted by the accounting department. Prepare documentation and Vendor reports for monthly owner loan draws/requests. Assist Accounting Manager/Controller throughout the tax return preparation process ensuring that deadlines are met. Qualifications & Personal Characteristics Prior 5-7 years in (multi-entity) real estate accounting operations experience: development and/or property management. Knowledge of GAAP, accrual basis accounting and financial reporting. Knowledge of Yardi Voyager. Superior organizational skills with ability to prioritize and meet deadlines. Able to adapt to changing priorities and learning of new software. Flawless attention to detail and able to maintain a high level of confidentiality. Prioritize and assess situations to determine importance and urgency and make clear decisions accordingly. Bachelor’s degree in Accounting, Finance or related field preferred. JS Sullivan Overview JS Sullivan Development is a privately operated, entrepreneurial and highly successful real estate development and construction company specializing in ground-up development of urban infill condominiums in San Francisco. We directly manage every aspect of the development process ranging from acquisition, entitlements, construction, and sales. Our proud record of successfully completed projects is recognized by lenders, partners, and industry associates. Each employee has a special place of importance in serving our clients and we take great pride in building a team of dynamic professionals who will thrive in our work culture. The office culture and environment are modern, energetic, engaging, creative and progressive. We want every employee to have a passion for our mission, to support our clients, and to demonstrate commitment to the Company’s success. Compensation The AM position is offered as a full-time position. Actual compensation will be commensurate with the skills and experience of the candidate. JS Sullivan Development offers 401k, comprehensive Health Care Benefits package, competitive vacation/PTO accrual, and eligibility for our annual bonus program.


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Job Description


 


Job Summary


The Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. In this role, the Assurance Senior Manager is charged with marketing, networking and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information. Additionally, the Assurance Senior Manager is a critical part of the office leadership team and will be involved in the direct supervision, problem resolution and delegation stages of the overall audit. The role is a direct partnership track. The ideal candidate is someone who is hands on, willing to do what it takes, a team player, and an ability to work in tax a big plus for the position.


Job Duties:


Control Environment


· Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures.


o Applies a broad understanding of objectives and components of the overall control environment and organization, and supervisory controls


o Validates and assesses effectiveness of internal control over financial reporting


o Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures


o Identify and delegates functions of the audit to the auditor in charge as deemed appropriate


o Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work


o Provide on-the-job-training to the engagement staff during audit field work


GAAP


· Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles.


o Identifies and consults with clients on the impact of new accounting pronouncements


o Monitors and communicates important professional, industry pronouncements


o Presents and discusses alternative generally accepted accounting principles and arguments for/against such alternatives


o Drafts complex financial statements and related footnote disclosures and effectively communicates these to client


o Identifies complex accounting issues and forms and documents resolution


o Knowledge in construction and not for profits desired


GAAS


· Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement.


o Applies a thorough knowledge of professional standards/practices, including GAAS and SSARs in performing and supervising work


o Provides guidance to others and affirms conclusions made by others


o Communicates matters required to be reported to the Audit Committee/Board and those charged with governance


o Applies the use of efficiency tools such as statistical sampling, CCH TeamMate, Accelerator, etc.


Methodology


· Applies knowledge and application of Safe Harbor\CCH Knowledge Coach standards that guide effective and efficient delivery of quality services and products.


o Conducts detailed review to assure audit is completed in accordance with assurance manual standards


o Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness


o Recommends appropriate outcomes to critical issues


o Initiates and prepares client acceptance/retention procedures where appropriate


o Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines.


o Executes proper CCH KC methodology including but not limited to proper archiving procedures


Strategy Development\Research\Tax Compliance


· Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by providing value added services derive from attest engagements..


o Prior tax compliance of individual, partnership, trusts, and corporate tax returns will be considered heavily in recruitment and offer.


o Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods


o Defines methodology to conduct research projects and completes in a timely manner


o Applies advanced knowledge of all appropriate research tools and draws conclusions based upon appropriate research


o Prepares memo supporting research/conclusions and consults with others if appropriate


Other duties as required


Supervisory Responsibilities:


o Sets the tone for teamwork by supporting others in their work and delivering on commitments made to the team members and clients


o Supervision of managers, associates and senior associates on all projects


o Review work prepared by Associates and Senior Associates and provide review comments


o Act as a Career Advisor to Associates and Senior Associates


o Schedule and manage workload of Associates and Senior Associates


o Provide verbal and written performance feedback to Associates and Senior Associates


o Teach/coach Seniors and Associates to provide on the job learning


o Other duties as required


Qualifications, Knowledge, Skills and Abilities:


· Bachelor’s or Master’s degree in Accounting or equivalent


· Minimum five to seven years of experience in a public accounting firm.


· Tax experience highly desired


· Licensed CPA certification or international equivalent


· Sound GAAP and GAAS Knowledge


· Previous experience supervising and training Staff and Seniors preferred


· Excellent written and verbal communication and interpersonal skills


· Strong organizational techniques are required


· Must be highly motivated and experienced in managing multiple client engagements


· Must begin to attain visibility and recognition within their industry specialization


· Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)


· Experience with CCH Engagement, Knowledge Coach, Axcess, or Prosystem fx software preferred


Salary Range (DOE): $150,000 to $165,000, benefits include health insurance, dental, vision, 401K, holidays and vacation.


 


Company Description

Safe Harbor CPAs aims to be the best San Francisco CPA firm as well as top-rated tax service in San Francisco for individuals and businesses. Our accountants specialize in individual tax return preparation and business tax returns as well as international tax and expatriate tax returns. We also do income tax preparation, business partnership and LLC tax returns as well as other estate planning. Our financial services include IRS audit defense (FBAR compliance) and audited financial statements. As tax advisors, we service accounting clients (including startups) from the entire San Francisco Bay Area including San Jose, Oakland and Marin County. We pride ourselves as one of the top accounting firms in the Bay Area, giving our clients the best of both worlds - friendly personal tax service, CPA, and business advice with Internet connectivity. Our success comes when a satisfied client says, "We would like Safe Harbor LLP to be our In-House Business tax professionals." Or, when satisfied individuals say, "That was easy. What a great tax refund and easy tax service!" ~ Chun Wong, managing partner.


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Job DetailsLevel ManagementJob Location Bay Area Bay Area, CAPosition Type Full TimeEducation Level Bachelor's DegreeJob Category AccountingDescription With over 40 years of experience Sensiba San Filippo LLP (SSF) believes in providing our clients with more than just a tax strategy or compliance report. At SSF we use our professional and personal skills to improve the lives of our families, communities, clients and colleagues. Offering comprehensive assurance, tax and consulting services, the Firm has a regional focus with global expertise.SSF's core values are Family, Community, Firm (in that order). Our relationships are built on honesty, mutual respect, and trust.In 2018, SSF became the first and only California CPA firm certified as a B Corporation (B Corp). This certification distinguishes companies that use the power of business to solve social and environmental problems. The B Corp certification helps us better assess how our core values are aligned with our daily operations and helps identify where to improve.Should YOU be excited about the possibility of becoming a member of the SSF Family please apply below and our Recruiting Team will be in touch!SSF is looking for a Senior Manager to be a leader in our Technical Accounting practice within our SSF Consulting team in the San Francisco Bay Area.Must be a Permanent US Resident or Green Card HolderNew accounting policies and regulatory requirements are driving change in the business and professional landscape faster than ever. With 40+ years of industry expertise, SSF has helped many businesses reach their objectives. Our clients are in a variety of industries, including manufacturing, technology, agriculture and venture capital to name just a few. Our clients are public and private, local and international and thus provide a wide variety of challenge and opportunity for this position.ResponsibilitiesAs a Senior Manager, you will be responsible for helping to build and maintain this fast growing area of our Consulting practice.Business Development is a significant part of this exciting role:You will be given the tools and support needed to meet business development targets. In the early stages of growth, you will play a dual role with Business development and service delivery (see Practice responsibilities below). However, as the practice expands you will be a key player in identifying, hiring, training and deploying new Managers and Staff to meet demand in this area.Practice responsibilities:You will oversee day-to-day operations of technical engagements. You'll closely work with the team to tackle accounting and other issues. Be a trusted advisor to public and private clients to assist with accounting, financial reporting and internal control mattersStrengthen client relationships and generate additional engagement opportunities through excellent quality, timely execution and a strategic approach to service deliverySupervise, coach and mentor all levels of staff. Conduct performance reviews and contribute to performance feedback and training. Develop and communicate workplace culture and code of conductProvide technical accounting advice, prepare detailed calculations and manage projects such as: Revenue Recognition and related costs (ASC 606 and ASC 340-40)LeasesBusiness combinationsEquityCapitalization of internal use software and website development costs Assist clients with the accounting and reporting aspects of transactions including acquisitions, equity, and debt etc.Assist clients in preparing for and completing audits, and liaising with the auditorsPlan, execute and manage Internal Audit engagementsOversee and execute all aspects of SOX engagements to include the Design, Documentation, Testing, Evaluation, Remediation and Reporting. SSF is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.SSF strives to hire from our local talent pool as one of the many ways we demonstrate our commitment towards supporting our local communities. We're invested in our cities' growth, the well-being of its citizens and the health of our local economy.Qualifications 7 10 years of public accounting or equivalent experience2+ years of experience in managing and supervising teams2+ years of a proven track record of business development in professional services Bachelor's degree in accounting or related fieldCertified Public Accountant (CPA) certification or equivalentStrong and up-to-date technical knowledge of US GAAP accounting standardsExperience in researching and clearly documenting accounting issues and applicable accounting standardsAbility to read complex documents, synthesize and summarize important factsStrong proficiency with the Microsoft Office suite, including Word, Excel, PowerPoint, and Outlook, Visio a plus.Ability to think creatively, problem solve and work independently on multiple engagementsProven experience in managing client relationshipsAbility to manage and motivate teams with team members at all levelsStrong on-the-job training skills and a desire to teachExperience working in a fast-paced, team environmentGood project and time management skillsGood presentation skills and an ability to explain complex issues clearly and succinctlyExperience in financial reporting and SEC requirements of IPOs a plusKnowledge of IT systems such as Sage Intacct, SugarCRM, and BlackLine a plusKnowledge of IFRS or other international accounting standards an advantage PandoLogic. Category: Finance, Keywords: Chief Accountant


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Working at Transmission is about making smart marketers even smarter. It’s about challenging conventional thinking and pushing creative boundaries. Beers on a Friday and cup-cake Tuesdays. It’s about pitch exhilaration, hearing clients say “wow”, and pride in your team. It’s about data-driven campaigns, storytelling, digital CX, ABM and revenue-focused results. It’s about being recognised, career progression and making a difference in everything you do. It’s about being part of us — and us getting the best out of you. We are looking for an established Account Manager to join our talented Client Services team to help us manage and grow our impressive roster of clients. Acting as the client’s day-to-day point of contact for marketing campaigns and programmes, you’ll plan, develop, manage, control and measure all aspects of project creation and delivery across planning, creative, content and digital activation to make sure great work happens. Passionate about integrated marketing, you should always be proactive, hungry to add value strategically and creatively and have a positive can-do attitude. You should also have solid experience of working in client services teams and feel confident in communicating and coordinating campaign plans with clients, internal stakeholders and 3rd parties of all levels. And if you have B2B marketing and/or ABM experience it would be the icing on the cake! Key responsibilities include: • Supporting your Account Director and other members of the account team with marketing campaign/programme briefings, planning, inspiring ideas and recommendations • Leading the day-to-day management of campaign/programme production from initial brief through to final approval and roll out. This includes coordinating with all external and internal stakeholders to provide feedback and delivering actions and activities within budget • Maintaining timelines and project plans, providing regular updates to your team and to clients to manage expectations and achieve deadlines • Organising, preparing and participating in client meetings, briefings and workshops, keeping detailed notes of key actions and responsibilities to update contact and status reports • Supporting your Account Director with the creation of reverse briefs, budget estimates, timelines, client proposals, pitch responses and presentations • Help to build and strengthen key client relationships and trusted working relationships with agency departments from creative studio and copywriters to planners and finance – anyone associated with getting the best work done Education/and or Experience: • University degree (in marketing or a related field would be ideal, but not essential) • Solid agency experience working across digital and social channels, ideally with experience working on a Technology brand Skills and Competencies: • Natural curiosity to learn and develop your marketing career • Strong communicator – verbal and written • Works in a collaborative way that promotes partnership, teamwork and trust • Decisive, organised and efficient • Great attention to detail • Able to listen and empathise well with client needs and your supporting team • Good business acumen About the agency: Transmission is a data-driven B2B marketing agency that believes in customer obsession. We put our clients’ and their customers at the centre of everything we do. Continually testing and enhancing. Because life should be a series of amazing experiences. Experiences planned with insight, intelligence, and heart. And we’re growing. Globally. Currently we’re at over 120 members of staff, with offices in London, Munich, Singapore, Sydney and San Francisco.. You can find out more about us at transmissionagency.com Benefits: • Competitive vacation • Perks through our payroll advisor • Health and wellness advisor • 401k package • Company paid health and dental • Many additional elected benefits


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Job Description


 


FULL TIME- Dental experience REQUIRED!!!


***Great position for someone with supervisory + dental experience


Fun and stable Orthodontic (braces and Invisalign) practice is actively recruiting a manager with dental Insurance, billing, collections, A/R and e-file experience. Looking for a responsible and professional individual with a great attitude and inspiring leadership skills. Health insurance, orthodontic treatment and other great benefits available after the probationary period. Come join our team!


Duties Include: (Work is on-site)



  • Lead the Accounts Receivable/Billing/Collections/Insurance team

  • Assist other personnel in preparing and processing insurance, financial and other accounting aspects of the office

  • Inquire and obtain patients' dental benefits

  • Submit dental claims (electronically or through the mail)

  • Track insurance payments

  • Prepare letters for campaigns

  • Other office duties as assigned

  • Ensure practice goals are met for department


Requirements (Your resume must clearly state these requirements)



  • Minimum of 2 years supervisory experience- must be noted on resume

  • 3 years of dental insurance e-claims experience

  • 3 years of dental accounting experience

  • Microsoft Suite proficiency and comfortable with technology



  • Ortho2 Edge Practice software experience is preferred

  • Accounting degree a plus

  • Great team communication and leadership skills

  • Attention to detail


We will consider a sign-on bonus to top candidate!


Principals only. Recruiters, please don't contact this job poster.Do NOT contact us with unsolicited services or offers.


Job Type: Full-time


Company Description

Orthoworks is a stable Orthodontic (braces and Invisalign) practice w/ 12 locations in the SF Bay Area. We offer a bonus program, health insurance, orthodontic treatment and more. Come work with a dedicated, fun and energetic team of professionals who love creating beautiful smiles.


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Job Description


EXCITING OPPORTUNITY FOR SALES PROFESSIONAL IN INFORMATION TECHNOLOGY, SOFTWARE, CLOUD SERVICES, DATACENTER SERVICES  - Growing company with aggressive plans for success with unique product offering 


Build a sales strategy and execute it


Work with C-Level contacts to deliver unique open source solutions 


Start-up environment - remote and in-office work 


Candidates Must Have: 


4+ years experience selling IT products and services to enterprise clients in the Bay Area 


Experience with software, application based solutions, cloud services sales 


Agressive, door-opener, networker, and deal-closer mentality 


Bachelors Degree - preferably in computer sciences but not required 


 


 


 


 



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Job Description


We are seeking an Account Manager (Sales Representative) to join our Northwest team! You will resolve customer questions and offer solutions to drive company revenue.


Responsibilities:



  • Present and sell company products and services to new and existing customers

  • Prospect and contact potential customers

  • Reach agreed upon sales targets

  • Resolve customer inquiries and complaints

  • Set follow-up appointments to keep customers aware of latest developments

  • Create sales material to present to customers


Qualifications:



  • Proven ability to grow sales, year over year

  • Previous experience in sales, customer service, or other related fields

  • Ability to build rapport with clients

  • Strong negotiation skills

  • Deadline and detail-oriented

  • Experience in the industrial supply industry a plus, experience in Weighing Industry a big differentiation


Compensation commensurate with experience


Requires valid Washington driver's license (company car provided)
Must be 18 years old
Must be willing to take a drug screen


Company Description

Quick Facts: With 24 locations in the U.S., we are a family of companies dedicated to the Weighing & Measurement Industry. We are the leading distributor of industrial weighing and measurement equipment and calibration services. Our dedicated team members provide our customers with reliable, cost effective, and highly responsive technical services and measurement related equipment. We are an ISO9001:2008 Registered Company and are ISO/IEC 17025 Accredited (laboratory accreditation for calibration services):

- G.T. Michelli Co., Inc. (GTM) established in 1947, with 13 locations in LA, MS, AL and AR. Southern Scales & Controls Inc. was acquired by GTM in 2017.
- Aabbott-Michelli Technologies, Inc. (AMTI) established in 2001 located in Houston, TX.
- Michelli Measurement Group LLC (MMG) established in 2014, with 8 locations in CA, OR, WA, AZ and NV.


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Job Description


 Akvelon is a rapidly growing software engineering company. With nearly 800 employees (and counting) across nine offices from California and Seattle to Europe, Akvelon is a premier provider of software engineering services to many high tech companies such as Microsoft, HP, T-Mobile,  and many others.


 


With a sizable client base already established in California including, but not limited to, Reddit, DoorDash, and Genesis Capital, Akvelon is further expanding our business development capability to help drive  our continued growth in the San Francisco Bay Area. We are looking for a highly motivated and self-driven business development professional to join Akvelon's growing San Francisco office and help take it to the next level.


Contact us if:



  • You have been successful doing business development for large software consultancy/staffing/outsourcing technology organizations


  • You have carried and delivered on sizable quotas


  • You are extremely self-driven and self-motivated


  • You love working with people and accelerating their careers


  • Your ability to grow has been limited by your current company's inability to deliver


  • You are willing to be the "on the ground" representative in California


  • Having the flexibility to work at different locations, of your choice, in the Bay Area is important to you


  • You would benefit by working alongside of one of  Seattle’s top 15 ranked CEOs



 


Location: San Francisco, CA


Duration: Full Time


Compensation: Competitive


 


Since 2000, Akvelon has specialized in placing top software engineering talent at Fortune 500 Companies and start-ups alike. We were ranked in Comparably's 2019 list of Top 15 Best Companies in Seattle our CEO was ranked as one of the Top 15 CEO’s in Seattle as well by Comparably in 2018, and we have been ranked as one of the fastest-growing private companies by the Puget Sound Business Journal   for the majority of the r last decade. Our company is growing fast, so now is the best time to join our team.


 


Akvelon is an Equal Opportunity Employer - All qualified applicants will receive consideration. We do not discriminate on the basis of race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law.


Company Description

Akvelon is a rapidly growing IT consulting and software development services company seeking a best in class Jr. Sales & Account Support Specialist with the talent potential, energy, drive, organizational skills & positive attitude to work with the team to deliver innovative revenue generating results around Akvelon's services and solutions. This will role will assist in onboarding new clients, problem solving, organization of existing processses along with engaging & growing our footprint with current clients.


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Job Description


 


Position Summary:


 


Provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner.  Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines.  Support company growth by working with producers, management, and other personnel on special projects or duties as directed. 


 


Major Responsibilities:


 


  • Primarily responsible for small to mid-size commercial lines accounts.



  • Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.


  • Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals.


  • Prepare all change requests and review audits and policies for accuracy.


  • Setup and prepare new account files in AMS360 per agency procedures.


  • Invoice all agency bill transactions within 48 hours and collect premiums accordingly. 


  • Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe.


  • Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies.


  • Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures.


  • Respond to all carrier memos and process any necessary updates.


  • Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders.


  • Review policies and related documents for accuracy and deliver policies to insureds as needed.


  • Work with producers to evaluate exposure, negotiate and interpret coverage, review with clients as needed.


  • Evaluate and recommend additional coverage based on client needs.  Quote/propose as appropriate.


  • Keep producers fully informed of all important activities on their accounts.


  • Review monthly reports- Aged Receivable, renewal/expirations, and Suspense reports in a timely manner.



Performance Expectations:



  • Service Company and clients in a manner to avoid potential exposure to E&O claims.


  • Alert management of incidents that may require management assistance or approval. 


  • Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.


  • Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.


  • Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360.


  • Utilize AMS360 suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.


  • Prioritize workload and request assistance as necessary to reduce backlog.


  • Participate with management and other departments/personnel on special projects and other duties as needed.


  • Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.


  • Participate in seminars and classes for skill and knowledge development.



Minimum Qualifications/Requirements:



  • Education requirement:  High school diploma or equivalent is required, college degree preferred. 


  • Active DOI P&C License required.


  • Professional designation is a plus.


  • Knowledge of AMS360 system or similar agency management system.


  • Good listening skills, attention to detail, and a positive attitude are essential.


  • Knowledge of commercial insurance and products.



 


Company Description

The Liberty Company is an independently owned insurance broker and we have been handling the insurance needs of businesses, non-profits, individuals and families, for over 30 years. We are committed to employing motivated professionals that want to be part of an exciting, dynamic team and we strongly support the professional and personal development of all of our employees.


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Job Description


We are seeking an Account Manager to join our team! You will resolve customer questions and offer solutions to drive company revenue.


Responsibilities:



  • Present and sell company products and services to new and existing customers

  • Prospect and contact potential customers

  • Reach agreed upon sales targets by the deadline

  • Resolve customer inquiries and complaints

  • Set follow-up appointments to keep customers aware of latest developments

  • Create sales material to present to customers


Qualifications:



  • 3 years stable full time work experience in sales, customer service, or other related fields (preferably in Food Wholesale industry)

  • Familiarity with CRM platforms

  • Ability to build rapport with clients

  • Strong negotiation skills

  • Deadline and detail-oriented

  • Fluent in English is a must, additional language in Chinese/Vietnamese/Spanish is highly preferred


Company Description

Founded in 2010, We are a rapidly growing Bay Area Central Located boba tea and yogurt topping supplier. We provide full service from sourcing, delivery to door, to opening shop consultation. Our goal is to provide the best shopping experience to our clients!

To read more about us, please visit: GoLeadway.com and BossenStore.com


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Job Description


 


Overview of the Territory Account Executive


This position will achieve increased sales profitability, growth and account penetration within the assigned territory and/or market segment by effectively selling the Company's products and services; will develop strategic territory plans, sales goals and growth strategies in collaboration with management.


 


Responsibilities



  • Manage sales opportunities in the sales process from prospecting to closure

  • Support sales through hunter activity via calls and sales strategies

  • Increase the opportunity sales pipeline through targeted campaigns to the established base and/or new accounts

  • Develop account specific marketing to not only grow our sales, but to improve customer retention

  • Learn and maintain in-depth knowledge of our products and services, competitor's products and industry trends to leverage success in the sales function

  • Nurture an established base of current accounts maximizing new sales opportunities within that base

  • Utilize CRM as well as sales tools to manage your opportunity pipeline and to achieve sales goal


 


Requirements



  • Post-secondary education or equivalent preferred

  • Two (2) to three (3) years of field sales experience and proven track record selling to medium to large B2B accounts

  • Excellent verbal and written communication skills, including great presentation skills

  • Strong relationship building skills at both the grass roots and executive level

  • Strong work ethic, self-motivated

  • Results-oriented and desire for success

  • Strong prospecting skills

  • Fully experienced with MS Office and CRM systems

  • A valid Driver's license; must own a vehicle for business use


 


Who We Are


Cott/DS Services is a route based service company with a leading volume-based national presence in the North America and European home and office bottled water delivery industry and a leader in custom coffee roasting, blending of iced tea, and extract solutions for the U.S. foodservice industry. Our platform reaches over 2.4 million customers or delivery points across North America and Europe supported by strategically located sales and distribution facilities and fleets, as well as wholesalers and distributors. This enables us to efficiently service residences, businesses, restaurant chains, hotels and motels, small and large retailers, and healthcare facilities.


Please visit our websites www.cott.com or www.water.com for more information about Cott/DS Services.


Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled.



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Job Description


 


Position Summary:


 


Provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner.  Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines.  Support company growth by working with producers, management, and other personnel on special projects or duties as directed. 


 


Major Responsibilities:


 



  • Work under the supervision of PL Account Manager and Dept. Lead for guidance and training on all Account Manager responsibilities.  


  • Process endorsements for clients, review for accuracy.


  • Update AMS policy accounts with most current information as received.


  • Review renewals for significant changes, alert account manager and/or producer as needed.


  • Follow up on notices of non-payment per agency procedures and notify producer of cancelled/expired policies for rewrite.


  • Respond to carrier memos and process any necessary updates.


  • Prepare and process requests for ID cards, evidence of property, certificates of insurance, and binders.


  • Prepare and process new policies to send to clients.


  • Pull policy correspondence from carrier websites and distribute to appropriate personnel.


  • Forward claims to carrier or Liberty claims department as needed.



  • Inform account managers and/or producers of all important activities on their accounts.


     


    Performance Expectations:


     



  • Understand all agency and carrier guidelines and service clients in a manner consistent within guidelines to avoid potential exposure to E&O claims.


  • Alert management of incidents that may require management assistance or approval. 


  • Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.


  • Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.


  • Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360.


  • Utilize AMS360 suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.


  • Prioritize workload and request assistance as necessary to reduce backlog.


  • Participate with management and other departments/personnel on special projects and other duties as needed.


  • Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.



  • Participate in seminars and classes for skill and knowledge development.


     


    Minimum Qualifications/Requirements:


     



  • Education requirement:  High school diploma or equivalent is required. 


  • DOI P&C License required.


  • Knowledge of AMS system desirable.


  • Good listening skills and attention to detail are important.


  • Knowledge of personal lines insurance and products is essential.



Company Description

The Liberty Company is an independently owned insurance broker and we have been handling the insurance needs of businesses, non-profits, individuals and families, for over 30 years. We are committed to employing motivated professionals that want to be part of an exciting, dynamic team and we strongly support the professional and personal development of all of our employees.


See full job description

Job Description


We are seeking an Account Manager (Sales Representative) to join our Northwest team! You will resolve customer questions and offer solutions to drive company revenue.


Responsibilities:



  • Present and sell company products and services to new and existing customers

  • Prospect and contact potential customers

  • Reach agreed upon sales targets

  • Resolve customer inquiries and complaints

  • Set follow-up appointments to keep customers aware of latest developments

  • Create sales material to present to customers


Qualifications:



  • Proven ability to grow sales, year over year

  • Previous experience in sales, customer service, or other related fields

  • Ability to build rapport with clients

  • Strong negotiation skills

  • Deadline and detail-oriented

  • Experience in the industrial supply industry a plus, experience in Weighing Industry a big differentiation


Compensation commensurate with experience


Requires valid Washington driver's license (company car provided)
Must be 18 years old
Must be willing to take a drug screen


Company Description

Quick Facts: With 24 locations in the U.S., we are a family of companies dedicated to the Weighing & Measurement Industry. We are the leading distributor of industrial weighing and measurement equipment and calibration services. Our dedicated team members provide our customers with reliable, cost effective, and highly responsive technical services and measurement related equipment. We are an ISO9001:2008 Registered Company and are ISO/IEC 17025 Accredited (laboratory accreditation for calibration services):

- G.T. Michelli Co., Inc. (GTM) established in 1947, with 13 locations in LA, MS, AL and AR. Southern Scales & Controls Inc. was acquired by GTM in 2017.
- Aabbott-Michelli Technologies, Inc. (AMTI) established in 2001 located in Houston, TX.
- Michelli Measurement Group LLC (MMG) established in 2014, with 8 locations in CA, OR, WA, AZ and NV.


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