Jobs near Oakland, CA

“All Jobs” Oakland, CA
Jobs near Oakland, CA “All Jobs” Oakland, CA

Company: Lutheran Social Services of Northern California

Job Title: Accounts Payable Clerk

Location: Concord

Classification: Permanent Full Time

Reports to: Accounting Manager

Hourly Pay: $23-$25 plus comprehensive benefits DOE

Agency Overview:

Lutheran Social Services of Northern California is a non-profit 501(c) 3 agency providing services in supportive housing and money management, with program offices in San Francisco, Sacramento, Stockton and Concord.

Position Description:

Responsible for Account Payable functions including processing invoices, check requests, and check runs using ABILA software, as well as processing expense reports and procurement card expenditures. After 2-3 months, position will include some payroll responsibilities. Requires strong communication and problem solving skills. Must be able to work independently.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable and legal accommodations may be made to enable individuals with disabilities to perform essential functions.


  • Minimum two years of experience with Accounts Payable tasks required. Payroll experience a plus. Nonprofit or government fund accounting a plus.

  • BS degree in Accounting or related field. Directly relevant experience in lieu of education will be considered.

  • Computer experience with PC compatible machines, software including MS Word, Outlook and MS Office preferred. Moderate knowledge of MS Excel is required. 10-key by touch.

  • Non-profit/Govt. Fund accounting software experience preferred.

  • Demonstrate excellent professional, organizational, and communication skills.

  • Demonstrate maturity in handling HIPAA and other sensitive information.

  • Ability to work as a team member with a strong commitment to collaborative work.

  • Strong attention to detail & accuracy.

Core Competencies:


  • Maintain a strength-based perspective.

  • Provide diverse services to diverse people.

  • Treat others with respect and courtesy, striving for open and honest working relationships.

  • Maintain high ethical standards when dealing with others.

  • Demonstrate good judgment and common sense.

Duties:

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.


  • Ensure timely and accurate payment of all check requests and invoices

  • Review and reconcile expense reports and procurement card expenditures and enter expense data into accounting software.

  • Review procurement cards against bank records and correct errors as needed.

  • Processes all check requests, invoices and vendor credits in accordance with company policies and internal controls.

  • Prepare authorized checks for mailing or distribution.

  • Review coding on all check requests and invoices; resolve coding issues with appropriate Office Manager/Program Manager in a timely manner, usually within a few days.

  • Work with vendors, property managers, etc. in resolving problems.

  • Provide daily A/P reports to Accounting Manager or Controller/CFAO.

  • Maintain vendor relationships in accordance with payment terms.

  • Recommend and help implement ongoing process improvements.

  • Able to multi-task, and to perform sensitive transactions and internal control requirements.

  • Demonstrate understanding of accounting principles, including debits/credits, standard account reconciliations and journal entries.

  • Contribute to team projects as requested; attend team meetings and participate fully.

  • Perform other duties as assigned. 


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Varo is on a mission to redefine banking so it's easy for everyone to make smart choices with their money. Our app offers bank accounts and high-yield savings accounts that don’t cost a thing, tools to help you manage your money and save automatically, and invitation-only personal loans at competitive rates. On the contrary, traditional banks charge fees, offer next-to-nothing savings rates, and don’t work with their customer’s best interests in mind.

Varo is distinct from other fintechs: With preliminary approval for a bank charter from the Office of the Comptroller of the Currency (OCC), we're on our way to becoming the first mobile-centric national bank in the country. Our unique team combines the best people in tech and banking, and we’re wildly passionate about keeping our customers happy by helping them manage and grow their money. Based in San Francisco and privately held, Varo has raised $189M to date, led by Warburg Pincus and The Rise Fund / TPG Growth.

ABOUT THE FINANCE TEAM

We’re a small but mighty team of two looking to add a motivated analytical guru and financial institutions specialist who wants to help build the bank of the future, learn all about digital banking and enjoy life at the forefront of Fintech.

We bring all the creativity and passion generated by everyone in design and marketing and engineering into an achievable strategic plan that empowers Varo to build an innovative product while making sure we have a solid path to profitability that will delight our world-class investors. We love the cultural balance Varo has achieved between Silicon Valley technology and Wall Street financial services acumen.

WHAT YOU'LL DO


  • Forecast operational and financial performance of the organization; maintain and support the Company’s detailed financial model

  • Partner with key departmental stakeholders to provide financial and analytical support, including, but not limited to, Marketing, Product, Technology, Risk, etc.

  • Develop and prepare annual, quarterly, monthly, and ad-hoc financial and KPI reporting for Executive leadership (and, in select instances, the Board of Directors), including MD&A where applicable

  • Participate in fundraising and aide in responding to investor requests

  • Prepare materials for regulators; respond to regulatory requests

  • Draft and deliver high-quality presentations for senior executives and business partners

  • Coordinate with Accounting and Treasury functions to improve the workflow of the Finance organization

SKILLS AND EXPERIENCE THAT’LL HELP YOU BE GREAT


  • At least five years experience in FP&A and/or Strategic Finance

  • Bachelors degree in finance or related discipline; Masters degree preferred

  • Intense work ethic

  • Previous experience in retail and/or commercial banking strongly preferred

  • Highly detail-oriented

  • Ability to simultaneously manage multiple time-sensitive activities

  • Desire to be at a small and growing company working to build the first mobile-first national bank in American history!

THE THREE SKILLS THAT MATTER MOST- Nobody can be great at everything, but we’re looking for candidates who are extraordinary at: - Solid understanding of financial theory, forecasting, financial accounting, and statistics. - MS Excel expert; Strong MS PowerPoint; experience with Google Sheets, Docs, and Slides also helpful - Team player - flexible workflow and schedule to help meet broader team and company goals, including occasional long hours and/or unexpected changes in priorities that are part of working at a rapidly growing company

OTHER NICE-TO-HAVES- Professional certification (CFA, CPA, CMA, etc.) - SQL and/or Python programming experience - NetSuite experience - Database knowledge / experience


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Opticos Design, Inc.

Administrative Assistant, Finance  .2 FTE (8 hrs) 

About Opticos Design, Inc.

Opticos is a team of urban designers, architects, and strategists who help find new solutions to the most challenging housing and community issues of our time: How do we build walkable communities that support social, mental and physical health while improving resilience and promoting equity? How do we foster informed community conversation about local development and provide choice, attainability and affordability in the housing market? How do we help cities evolve, celebrating the existing character while avoiding unwanted gentrification?  How do we encourage walkable communities in a car-centered culture?Opticos was founded in 2000 on the belief that walkable places are critical for healthy, resilient and equitable communities. Through that expertise, we introduced the concept of Missing Middle Housing, a transformative idea that highlights the need for diverse, affordable housing options in walkable urban places. In addition, we are leaders in the development of  Form-Based Coding, zoning reform needed to make those walkable places a reality. Through our work, we are changing cities, communities and lives.We are a founding B Corporation, which means we have pledged to run our firm with a focus on social, environmental and economic responsibility: a triple bottom line. This commitment informs everything we do, from the projects we work on to the pencils we use to do the work. And we work hard to practice what we preach – shopping locally, living small and biking, walking or taking transit to work.If you are ready for the challenge to help us execute in a dynamic and experienced team, we’d like to talk to you!

Essential Functions

Opticos Design is looking to hire a Finance Administrative Assistant at our downtown Berkeley office. We’re looking for someone with a passion for supporting a values-based company and culture, skilled in maintaining effective systems, and experience and enthusiasm in making it happen. The ideal candidate will be a dedicated team player and a great communicator who loves to engage with everyone and do what it takes to keep the business running smoothly. This position is for 8 hours a week, working on Tuesdays and Thursdays, with the possibility of working 4 hours from home. 

The Role

 Areas of Responsibility


  • Monitor accounts payable inbox and process new invoices for approval/payment

  • Track, record, import and maintain expenditure records with appropriate level of  detail and follow up with EE’s on missing documentation.

  • Various data entry tasks including entering payroll, credit card transactions, project data, etc into the appropriate databases

  • Accounts receivable follow up

  • Assist the Finance Manager in maintaining all financial transactions

  • Process, prepare and record invoices and vendor bills

  • Assist and support in preparing and maintaining accounts receivable and accounts payable records

  • Aid with tax preparation

Position Requirements


  • Two-year degree and a minimum of five years working in finance support role

  • Database Management (knowledge of how databases are structured and how they function)

  • Ability and willingness to learn new software programs such as Divvy and Airtable

  • Excellent computer skills, including Microsoft Office and Quickbooks online

  • Highly organized and detail oriented with the ability to be nimble and responsive

  • Exceptional interpersonal, written, and verbal communication skills; articulate and professional, yet approachable in corresponding within the company as well as with clients and vendors

  • Stellar work ethic and a demonstrated penchant for ownership and getting the job done

  • Positive attitude, service-oriented, self-motivated and ‘take-charge’ attributes

  • High EQ. Great attitude and sense of humor. Flexibility is key

About YOU

YOU are eager to jump in and join a close team working in a driven environment.

YOU have a passion for helping people, and can communicate in a professional, clear and efficient manner.

YOU are a motivated self-starter who is comfortable working independently and collaborating at all levels of the organization.

Benefits and Perks


  • Environmentally and socially conscious organization

  • Convenient location in downtown Berkeley close to public transportation

Interested? We’d like to learn more about YOU!  send your resume to careers@opticosdesign.com


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NGO Corporate Vetting Assistant

Business Unit: CCS (Corporate Client Services)

Reports To: Manager, Corporate Client Services

is an award-winning nonprofit allowing people to donate and volunteer with is an award-winning nonprofit allowing people to donate and volunteer with top-performing, vetted organizations all over the world. 100% goes directly to the cause. All partner organizations are vetted with our proprietary. has been featured on the homepage of,,, The Wall Street Journal, and The New York Times. has been featured in more than 16 books, including the new edition Harvard Business Review Book, , Arianna Huffington’s, and Laura Arrillaga-Andreessen’s . We have also been acknowledged five times on Great Nonprofits’ and are highlighted in of best volunteering matching websites. We continue to gain momentum, with dozens of articles in the and monthly contributions on. To date, we have matched more than 20,000 volunteers and $31 million dollars’ worth of volunteer hours. 

helps manage global Corporate Social Responsibility for companies, including the strategy, operations, NGO Vetting and Disbursements. Our goal is to help companies scale their Philanthropy and Volunteer programs, both locally and all over the world. We customize our services for clients, emphasizing high levels of innovation and client service. Key clients include Cisco, Gap, BHP, and RSF Social Finance. Job SummaryThe NGO Corporate Vetting Assistant will help vet NGOs for ’s corporate clients, a serious role necessitating a long-term commitment. The ideal candidate will have a strong commitment to customer service and dedication to cultivating and maintaining relationships with NGOs. You must have strong attention to detail and high skills in administration: You must log NGO records in Salesforce and Google Drive. This is an exciting opportunity to help NGOs receive funds and make a real-time impact. This position requires extensive training and thus, a minimum commitment of two years.  We commit to growing our team with opportunities for the long-term.

Responsibilities 


  • Enter NGO information into Salesforce for tracking NGO vetting and activity 

  • Perform in-depth vetting and due-diligence on corporate client’s global grantees for legal, program, financial compliance based on our and corporate client specific requirements.

  • Communicating 1-1 with the NGO, requiring excellent knowledge of vetting

  • Communicating 1-1 with the NGO, requiring positive communications, encouragement, support 

  • Ensure accurate documentation of vetting files on Salesforce and Google Drive

 

Qualifications 


  • Bachelor's degree  --  or equivalent training

  • Excellent written and verbal communication skills 

  • Meticulous attention to detail

  • General knowledge of finance and non-profit accounting a plus

  • Demonstrated interest and/or working knowledge of CSR

  • Mathematical competency and ability to work with quantitative information 

  • Service-orientated execution and professionalism

  • Exceptional critical thinking skills

  • Strong work ethic

  • Ability to thrive in a fast-paced, deadline-oriented environment

  • Positive, kind, humble attitude 

  • Competence with Microsoft Office and a willingness to learn new technologies 

  • Commitment to using and updating Salesforce, our relationship database

 

Benefits


  • Gain experience at a unique social enterprise that has a global impact

  • Gain exposure to the nonprofit industry and the Corporate Social Responsibility industry

  • Increase your understanding of global issues

  • Attain benefits in WeWork coworking space, located in the Financial District downtown across from the TransAmerica building, a prime location

  • With proven experience and positive attitude, may facilitate J-1, CPT, OPT visas

  • With proven experience and positive attitude, may provide growth opportunities in management 

 

Duration and Location 


  • Due to the long-term nature of our clients, we are seeking individuals with a long-term horizon.   

  • Our office is located in the Financial District, San Francisco, in a WeWork coworking space.

  • Position is available for part-time employment (10-30 hours) or full-time (32 - 40 hours) per week.

 

Candidates can work out of our San Francisco office, in the United States or in countries across the world. We are highly globally focused with team members from more than 20 countries, including Russia, China, Japan,  the Ukraine, Georgia, the Philippines, Haiti, Germany, Canada, Turkey, Taiwan, the Kurdish population,  South Korea, the U.K., Brazil,  Burma, Mexico, India, Pakistan.

To Apply:Email your resume, cover letter, two writing samples, a list of three references, with "NGO Corporate Vetting Assistant" in the subject line. Applications are reviewed on a rolling basis. No phone calls, please.

is committed to understanding and representing the diverse populations it serves worldwide. Members of all ages, genders, sexual orientations, races, ethnicities, nationalities, physical abilities or disabilities, religions or beliefs, and cultures are welcome as employees and volunteers in our organization. We believe that a diverse team will best serve our diverse populations.

Follow us on social media:


  • ’s

  • on Facebook

  • Follow Us on Twitter: @ and @

  • Follow us on Instagram: @

  • Follow Us on Pinterest: @

  • CEO Pamela Hawley’s Blog:

  • CEO Pamela Hawley’s Blog: 


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Over the next 10 years, biotech will fundamentally rewrite the way we live. Gene editing and cell therapy will dramatically change how we treat cancer and other major illnesses. Biofuels and biomaterials will transform the cars we drive, the clothes we wear, and the makeup of everyday objects. Crop science and synthetic biology will produce sustainable and ethical food. Benchling's mission is to accelerate the research that propels us towards this future, and magnify its impact, through modern software.

Every day, scientists around the world use Benchling in their efforts to solve humanity's most pressing problems. For these scientists, Benchling is the central technology they use to conduct their research.

Benchling was founded by a team of MIT graduates and has raised funding from Benchmark, Andreessen Horowitz, Thrive Capital, and Y Combinator. Our customers include pharmaceutical giants, leading biotechs, and the world's most renowned research institutes.

We are looking for a Senior Finance Manager to join our growing finance team to support the R&D and Customer Experience teams. Benchling's R&D and Customer Experience teams play a critical role in enabling the successful implementation and unlocking future expansion of our platform for our customers. In this highly visible role, you will partner with leadership across the company to develop a scalable Professional Services strategy and inform decision making on resource allocation, utilization, and go to market strategy.

RESPONSIBILITIES


  • Partner with Customer Experience (CX) to develop, measure and improve operational metrics.

  • Develop a CX capacity and resource model, staffing plan through to Bookings and Billable Utilization.

  • Collaborate with go to market business teams to refine Professional Services offerings

  • Build and maintain full year budgets for R&D and CX and provide financial analysis support in strategic projects.

  • Develop a Services P&L model by customer / product and responsible for ROI models on new product offerings

  • Build a model to capture and predict R&D infrastructure usage and spend (AWS). Participate in AWS contract negotiations.

  • Partner with Engineering to measure and improve key metrics.

  • Refine data systems and tools to track performance, provide reporting solutions and enhance operational insights.

  • Participate in the monthly close process by reviewing reports and accruals.

  • Create and maintain internal and external management reporting packages including board, close, key metrics and other management presentations.

  • Corporate financial modeling including forecasting, budgeting and long-range planning.

  • Provide ad hoc analytical support to guide operational and strategic decisions. YOU

  • BA/BS in Business, Finance, Economics or equivalent. MBA/CPA a plus.

  • Experience in SaaS, investment banking or high growth tech start-up preferred.

  • Strong financial and analytical skills, efficient, self-motivated with the ability to follow through and implement process improvement.

  • Organized and detail-oriented; ability to work in situations with changing priorities, tight deadlines and thrive in a fast-paced environment.

  • Experience with data systems and analytics - SQL or Looker preferred.

  • Experience with Adaptive Planning and Netsuite.

  • Experience with AWS billing structure.

  • Strong communicator - ability to distill and articulate complex data to drive business decisions; experience presenting analyses to management and ability to lead and drive initiatives.

  • Pragmatic, curious, data-driven and results-oriented. OUR VALUES

  • Empower through information. We explain the "why" behind every decision, unless there are highly sensitive circumstances. We're honest about how we're doing, especially in difficult times. We believe that sharing information builds trust and enables better decision-making.

  • Rely on tenacity. Hard work is one of the greatest factors to determine success and is fully under our control. We must make the most of every day by bringing the highest level of determination. Dreaming big is not enough.

  • Raise the bar. Pushing ourselves and others to improve will be uncomfortable and at times result in failure. However, it's critical to our success. We're dedicated to creating a place where everyone feels challenged to improve.

  • Build a lever. We choose to build tools and infrastructure that will help others make world-changing innovations. There's less glory in it, but in the words of Archimedes, "Give me a lever long enough and a fulcrum on which to place it, and I shall move the world." PERKS AND BENEFITS

  • Beautiful, light-filled office in the Financial District of SF

  • Monthly health & wellness stipend

  • Work with a talented yet humble team

  • Meals and snacks covered

  • 401k

  • Medical, dental, and vision insurance

  • Commuter benefits

  • Happy hours, company and team wide social events We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


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About Be the Change Consulting

Be the Change Consulting is a dynamic, growing consulting firm that works with organizations to transform them into rich learning centers, poised to meet their mission. We work with schools, foundations, community-based organizations to shift organizational culture and programmatic practices through engaged consulting, experiential learning, hands-on coaching and dynamic facilitation.

Among the areas we find to be the most critical indicators of organizational sustainability are:


  • Cultural Relevancy * Staff Development and Supervision * Strategic Planning and Program Development

  • Teambuilding and Creative Problem Solving * Self Care * Reflection * Fun!!!

You can expect to be a part of an organization that not only teaches those values but also strives to live them!

About the position

Under the direction of the Chief Operating Officer and with the support of a part-time bookkeeping firm, you will be managing the fiscal and HR operations of a thriving small values-driven business. Our next hire must be responsible, detailed oriented and be very familiar with QuickBooks online. Must have knowledge in general ledger accounts, purchasing, accounts receivable/payable, reconciliation, bank statements, and financial statements. Must have basic HR experience. Familiarity with Zenifits (Our online payroll and HR management system) a plus, but not necessary.

PLEASE DO NOT REPLY IF NO QB EXPERIENCE. MUST BE LOCAL

Finance/Accounting Duties

· Manage the day to day accounting, monthly close process and internal policies and procedures, including preparation of monthly and quarterly financial statements.

· Manage client contracts

· Responsible for the management and maintenance of general accounting systems to provide records of assets, liabilities and financial transactions.

· Providing financial reports covering sales, earnings, profits, cash balances etc.

· Maintains or oversees the maintenance of general and subsidiary ledgers of the company, financial statements, bank reconciliation and general tax reports, and payroll.

· Develops and directs the operation of additional accounting systems and procedures to reduce costs and obtain improved information

· Processes Bi-weekly payroll

· Preparing both business and sales taxes

· Preparing 1099’s

· Perform other related duties as required

Human Resources Support

· Oversight of HR/Payroll- time tracking, employee onboarding, W2, 1099

· Maintain management guidelines by preparing, updating, and recommending human resource policies and procedures

· Maintain historical human resource records by designing a filing and retrieval system; keeping past and current records

· Maintain employee benefits programs

· Ensure legal compliance by monitoring and implementing applicable human resource federal and state requirements

· Perform other related duties as required

Successful candidate will have/be:

· Bachelor's degree in Accounting/Finance or related field experience.

· Excellent knowledge of accounting operations attained through 5+ years of progressive work experience.

· Strong analytical, communication, team-building, and collaboration skills.

· Knowledge of healthcare benefit plans and HR regulations

· Experience managing finances for both for-profit and non-profit (501c3) businesses

· Professional QuickBooks experience a MUST!

· Proficiency in Microsoft (Word, Excel & Outlook)

· Strong analytical, problem solving skills, decision-making skills

· Strong communication and excellent written skills

· Detail-oriented, highly organized and able to work independently and as a team member.

· Flexible likes a challenge and learns quickly

· Punctual with deadlines.

Interested applicants should submit a cover letter and resume to Chief Operations Officer. Please include " Finance and Human Resources Manager" and your name in the subject line.

Be the change Consulting is dedicated to developing people of color, immigrants, women, LGBTQ+ folks and those in other protected minority groups. Persons in those groups are strongly encouraged to apply.

Desired Hire Date, Jan 2020 - Position Open Until Filled!

Job Type: Part-time

Salary: $40,000.00 to $50,000.00 /year

Experience:


  • Accounting: 5 years (Preferred)

  • QuickBooks: 5 years (Preferred)

Education:


  • Bachelor's (Required)

Work Location:


  • One location

Benefits:


  • Paid time off

This Job Is Ideal for Someone Who Is:


  • Adaptable/flexible -- enjoys doing work that requires frequent shifts in direction

  • Detail-oriented -- would rather focus on the details of work than the bigger picture

  • Achievement-oriented -- enjoys taking on challenges, even if they might fail

  • Autonomous/Independent -- enjoys working with little direction


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 We are a industry leading insurance and financial services broker/dealer in Burlingame, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus)

 


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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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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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 Huckleberry Youth Programs (HYP) is a community-based youth agency, providing a full spectrum of services to homeless, runaway, and other at-risk youth and families in San Francisco and Marin counties. Our programs are characterized by a commitment to community-based, collaborative services; attention to the urgency, complexity, and ever-changing nature of our clients’ needs; and recognition of the value and dignity of youth and their capacity to become healthy, productive adults.  

The Accounting Manager/Controller is an integral part of the Finance Department.  The Accounting Manager/Controller is responsible for recording all accounting transactions in the Quickbooks desktop platform, allocating expenses, and generating invoices for the agency programs.  This position interacts with HYP program directors and administrative staff to support the preparation of monthly financial statements, management reports, and grant reports.  

ESSENTIAL FUNCTIONS:


  1. Monthly close process including bank reconciliation, preparation of monthly Income Statement and Balance Sheet, and the restricting/ releasing of temporarily restricted net assets;

  2. Complete all Accounts Payable activities including processing check requests from agency staff and the payment of vendor invoices, including both printed checks and online payments;

  3. Recording of all government payments from reimbursable contracts as well as all contributed revenue from foundations, corporations, and individual donors;

  4. Complete monthly allocation of expenses to restricted grants and contracts including staff salaries, benefits, taxes, and program expenses;

  5. Generate invoices and submit expenses for restricted grants and contracts;

  6. Assist in the preparation of budget and financial information for grant proposals;

  7. Ensure that all financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP) and requirements of state, federal, and private funding sources;

  8. Oversee and manage fixed asset tracking;

  9. Communication/ consultation with HYP Program Directors regarding monthly credit card transaction coding and receipt submission;

  10. Support Director of Finance in preparing for annual independent audit; 

  11. Assist with special projects as needed.

COMPETENCIES:


  1. Maintain a creative, team-building, cooperative approach to job performance and seek to bring a constructive, problem-solving orientation to all tasks;

  2. Highly organized, detail oriented and able to work with minimal supervision;

  3. Perform tasks and responsibilities in a thorough and timely manner in compliance with agency policy and standards;

  4. Exercise discretion and professional judgment at all times in keeping with the responsibility carried personally and by the agency for the care and welfare of youth and families from diverse backgrounds;

  5. Maintain high level of confidentiality at all times regarding financial and payroll information.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

 REQUIRED EDUCATION AND EXPERIENCE:


  1. B.A. in Accounting, finance, business or related field, required.

  2. Three years work experience in senior level accounting position preferably within a nonprofit context.

  3. Proficiency with QuickBooks desktop as well as spreadsheet and word processing programs (Microsoft Word, Excel).

  4. Excellent written and verbal communication skills.

PREFERRED EDUCATION AND EXPERIENCE:


  1. Experience with invoicing and reporting on government grants preferred.

  2. Experience with cost allocations among multiple programs and site locations.

SECURITY CLEARANCE:


  1. Must pass DOJ/FBI background check 

PHYSICAL DEMANDS:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary and climb stairs.

WORK ENVIRONMENT:

This position operates in HYP’s Administrative Offices. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is not a position that allows for telecommuting. The HYP Administrative Offices are located in San Francisco and are accessible by public transportation. 

OTHER DUTIES:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

EQUAL EMPLOYMENT OPPORTUNITY:Huckleberry Youth Programs is an equal opportunity employer, committed to providing equal opportunity to its employees and applicants for employment without discrimination on the basis of race; color; ethnic background; religion; gender; gender identity or expression; sexual orientation; national origin; ancestry; age; marital status; pregnancy, childbirth, or other related medical condition; disability, including HIV-related conditions; or status as a covered veteran. This policy applies to every aspect of employment, including but not limited to: hiring, advancement, transfer, demotion, layoff, termination, compensation, benefits, training and working conditions. 

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

 


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  Communities on the margins of opportunity deserve a trusted partner on their journey towards financial growth and stability. As a locally invested, collaborative partner in social justice and financial equity, Community Vision Capital & Consulting (formerly Northern California Community Loan Fund, or NCCLF) provides nonprofits, small businesses, and social enterprises with strategic investment and guidance, to deepen work, scale impact, and strengthen our communities.   Community Vision’s Lending Department provides loans and New Markets Tax Credit financing, with an emphasis on achieving greater racial and economic equity. Our borrowers have made use of our financing to develop affordable housing, build and acquire community facilities, create economic development projects, support access to healthy foods, and strengthen their operations in order to make a difference in the lives of the communities that they serve.   For more information on our programs and services, please visit our website at www.community   Position Summary Community Vision seeks a highly motivated Director of Loan Closing and Administration to oversee all loan closing, monitoring and disbursements activities for a highly successful community development financial institution (CDFI). This newly created role will oversee a team of four staff, and will lead this team in documenting and closing commercial real estate, construction, small business, and working capital loans; managing disbursements for both real estate development and working capital purposes; overseeing loan monitoring and asset management activities; and identifying and addressing troubled loans. Community Vision currently has a loan portfolio of over 100 loans totaling $65 million, and a New Market Tax Credit (NMTC) portfolio of $150 million, covering eighteen projects.    The ideal candidate is someone with a background in commercial real estate loan closing, and has experience supervising a small team. Experience with nonprofit and/or small business lending operations, the New Markets Tax Credit program, and/or construction loan administration would all be plusses, as well as familiarity with financial statements. The candidate must be a self-starter, have the demonstrated ability to accurately and efficiently work on several tasks simultaneously and have superior written and verbal communication skills. Finally, the candidate should enjoy working in an active and expanding nonprofit, and be able to thrive in a friendly, cooperative, and fast-paced environment.

   Primary Responsibilities Working with a team of Loan Closing and Monitoring Associates, the Director of Loan Closing and Administration will provide leadership and management of the following activities, including direct involvement for the most complex assignments, and assignment to and oversight of the associates for others.     


  • Directly supervise a team of four,      including two loan monitoring associates and two loan closers.

  • Manage, recruit, hire, train, and      retain staff.

  • Ensure a high level of customer      service in support of internal customers and external stakeholders in      Community Vision’s growing organization.

  • Interact effectively with employees      in order to direct workflow, assess performance, and assign duties.

  • Actively model Community Vision’s      established professional practices in support of the organization’s      strategic priorities of building racial and economic equity.

  


  • Communicate      effectively with loan officers to ensure proper hand off and transition of      responsibilities in a timely manner.

  • Communicate      effectively with borrowers and serve as the primary point of contact for      loan closing, disbursement and monitoring. 

  • Coordinate the closing      and funding process in conjunction with the loan closing team, loan officers,      borrowers, outside legal counsel, title officers and other related parties.

  • Maintain and      establish relationships with outside legal counsel, to be engaged as      appropriate for loan closings.

  • Document and review      commercial loan transactions, including real estate loans, construction loans,      revolving lines of credit, and term working capital loans. Prepare and review of materials related      to New Markets Tax Credit financings, and ensure closing and funding of      all financings in a timely manner.

  • Review title      reports, escrow instructions, surveys, appraisals, environmental, property      condition reports, insurance and other documents, ensuring compliance with      loan closing requirements and loan policies.

  • Establish and      maintain appropriate loan document templates for use in more basic      closings.

  • Anticipate and      effectively manage closing problems by identifying and recommending      solutions to meet the needs of Community Vision and our borrowers.

  • Ensure accurate,      well-organized loan files through loan closing and disbursement,      maintaining an audit trail of all closing and monitoring documents and      materials.

 


  • Review and process      funding disbursement and draw requests for predevelopment and construction      loans, revolving lines of credit and other working capital loans, ensuring      proper documentation and compliance with loan conditions.

  • Collect and review      quarterly financial statements and reporting documentation to determine      financial condition, credit-worthiness and on-going reporting and covenant      compliance for assigned borrowers as part of quarterly monitoring and loan      loss reserve evaluation.

  • Prepare renewals      for revolving lines of credit, and basic modifications and extensions for      all assigned loans.

  • In collaboration      with the appropriate underwriting team members, underwrite new basic      working capital loan requests from assigned borrowers.

  • Conduct periodic,      post-closing site visits and/or phone check-ins with selected borrowers.

  • Effectively track,      analyze, communicate, and make initial recommendations to Lending      Department management to address loan delinquencies and defaults.

  • Play a leading      role on loan workouts. 

  • Maintain working      knowledge of loan policies and protocols.

  • Ensure accurate,      well-organized loan files, maintaining an audit trail of all monitoring      documents and materials.

 


  • Prepare and      maintain Lending Department operations and portfolio reports for internal      and external stakeholders.

  • Work      collaboratively with other departments to manage information, reporting      and document preparation for various internal and external needs including      quarterly reports to the CDFI Fund, New Markets Tax Credit program      compliance, funding requests, grant reports, annual audit, securities      permit application and compliance with investor covenants. 

  • Work closely with      Finance Department to ensure correct accounting for all loans and to      address loan servicing issues. 

  • Maintain the loan      portfolio management system (TEA) and related databases.

  • Work      collaboratively with other departments on impact reporting and maintaining      Lending impact data in Salesforce.

  


  • Assist      or lead ad-hoc projects as assigned that may include industry research, closing      and monitoring best practices, operational efficiency, compliance and      reporting systems protocol, social impact tracking development, funding applications      or policy analysis. 

Required Skills and Experience  


  • Bachelor’s degree      in a related field or equivalent experience.

  • Minimum of five      years of experience in commercial loan closing and/or asset management,      preferably in the fields of either community development or small business      lending.

  • At least three      years of staff management experience, with the ability to provide guidance      and constructive feedback to the team.

  • Must demonstrate a      high level of attention to detail and excellent judgment and      decision-making abilities.

  • Familiarity with      real estate loan documents and legal terms.

  • Ability to read      and analyze financial statements.

  • Excellent written      and verbal communication and organizational skills.

  • Database skills      (e.g. Salesforce and TEA), and demonstrated proficiency in MS Office Suite.

  • Demonstrated      ability to consistently multi-task and manage a varied and occasionally      intense workload while maintaining a high degree of accuracy.

  • Ability to build      relationships internally and externally and elicit confidence by      demonstrating reliability and commitment to Community Vision’s mission and      values.

  • Strong team player      with the ability to work effectively in a cooperative and diverse      environment.

  • Enthusiasm,      entrepreneurial spirit, and a strong commitment to work in community      development.

Desired Qualifications, Skills and Experience  


  • Experience with      construction loan administration.

  • Experience with one      of our key areas of affordable housing, nonprofit community facilities,      and/or small business lending.

  • Experience with      the New Markets Tax Credit program.

  • Familiarity with      loan workouts.

  • Language ability      in commonly spoken languages (including Spanish, Chinese, Tagalog) is a      plus.

Relationships Position reports to the VP/Chief Credit Officer; communicates regularly with borrowers and clients; attends and participates in Loan Committee meetings; interacts extensively with the lending team and staff/management in other Community Vision departments; and represents Community Vision at outside events and conferences.   Job Context Position is pivotal to the success of the Lending and Finance Departments and operates in a collaborative, cooperative, team environment. Workload will vary requiring flexibility with time. Outside and evening meetings are occasionally required.    Hours and Location  


  • Full-time position

  • Work hours will be      predominantly during regular business hours, although occasional evening      or weekend hours will be required. A flexible schedule can be accommodated.

  • Worksite will be      based within the offices of Community Vision in San Francisco and/or      Oakland, with some local and regional travel for site visits and      conferences.

Compensation and Hiring Principals Salary range starts at $125,000 depending upon experience, plus an excellent benefits package including health, dental, retirement plan, and three weeks’ starting vacation.    We realize that the impact of discriminatory policy, institutionalized financial neglect, and systemic racism have resulted in a deep sense of distrust felt among communities on the margins of opportunity, including people of color, folks of various abilities, genders and sexualities, and communities with low financial wealth. We believe that these communities must be centered in the work we do. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.   To Apply: Send resume and cover letter (Attn: Director of Loan Closing and Monitoring Search) via email to info@communityvisionca.org.  


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Are you a skilled Strategy and Analytics person who believes in lending your skills to end hunger? If so, consider being our Strategy & Analytics Manager for the San Francisco Marin Food Bank.

The SF Marin Food Bank is comprised of a dedicated team of approximately 150 staff working collaboratively to provide close to 50 million pounds of food to over 210,000 people in the Bay Area – a region where 1 in 4 people are at risk of hunger. We are currently looking for a Strategy & Analytics Manager to help in administrating our Program analytic initiatives. See job description below and apply today if you would like to join us in our mission to end hunger.

POSITION PURPOSE

The Strategy & Analytics Manager administers planning, budgeting, analytics, program evaluation, research and assigned grants and contracts for the Programs department. This position administers the process to develop goals and key performance indicators (KPIs) for the department and to ensure they are SMARTIE and strongly aligned with the organizational strategy. The position manages the annual budgeting process for the department. The position administers data analysis and reporting for the department, working closely with the Business Intelligence staff to ensure only necessary data is collected and that it is put to good use in pursuit of the organization’s strategic framework, vision and mission. The position administers evaluation and research for the department to effectively develop and manage programming to achieve our mission. The position administers assigned government contracts and private grants. The position manages assigned direct reports and contractors as needed. S/he will marshal the resources required to effectively develop and manage initiatives s/he oversees.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Strategy & Analytics for Programs Dept.


  • Administer planning process for developing, managing and reporting on SMARTIE goals, providing necessary data to relevant stakeholders in an easily digestible format

  • Administer process to develop, measure, manage and report on key performance indicators

  • Track and report on progress toward program strategic priorities

  • Manage data analysis and reporting

  • Develop departmental and team dashboards, reports, maps, etc., coordinating data collection and performing utilization training

  • Perform quantitative opportunity and risk assessments

  • Oversee inter- and intra-departmental data sharing and utilization for the department

  • Administer evaluation of programs, projects and pilots

  • Administer research projects, as needed and assigned

  • Administer processes to analyze the effectiveness of current programs, projects and business processes and make detailed recommendations for improvement, in line with budget, where required

  • Convene regular stakeholder groups to discuss program performance and impact

  • Collaborate with Business Intelligence staff on evaluating, developing recommendations and overseeing the optimization of all department data collection, analysis, reporting, utilization, maintenance and/or purging

Budgeting and Grant/Contract Management


  • Administer budgeting process including creation of tools, training of managers, projections and reporting

  • Collaborate with Finance and Administration and Development departments to develop government contracts and private grant proposals and manage reporting, initiatives and outcomes as assigned

Program & Project Development and Management


  • Develop, promote and manage programs and projects as assigned

Other


  • Collaborate with appropriate private and public organizations to further our mission

  • Perform other duties as assigned

People Leadership, As Needed


  • Act as ambassador in programs department, advancing Strategy & Analytics initiatives

  • Set and communicate a strong vision for direct and indirect reports, including clear priorities, objectives and measurable goals. Oversee individual work planning and performance evaluations.

  • Provide professional development support and mentor individuals toward greater professional achievement

  • Select and manage external consultants 

QUALIFICATIONS


  • BA or equivalent relevant experience

  • Minimum 2 years demonstrated success in managing comparable department wide initiatives

  • Experience extracting, gleaning, analyzing and reporting on data from major organizational databases, preferably enterprise and customer relationship-management focused, and ideally with success managing the implementation or upgrade of a similar systems

  • Experience managing staff, preferred

  • Extensive knowledge of Food Bank Programs

  • Extensive knowledge of Food Bank Program Management, reporting and regulations

  • Extensive knowledge of Programs department software systems

  • Proficient in MS Office (Excel, Powerpoint, Word etc.) including advanced Excel skills

  • Proficiency in Jet Reports, Tableau and GIS mapping software

  • Proficiency in evaluation and project management software, preferred

  • An analytical mindset with problem-solving skills

  • Excellent communication, interpersonal and customer service skills

  • Excellent research and analytical skills

  • Attention to detail

  • Ability to clearly communicate data-related work and information for technical and lay audiences alike

  • Ability to listen, identify, analyze, and guide lay users through system and procedural problems

  • Excellent organizational and time-management skills

  • Ability to work efficiently, independently and as part of a team; to communicate regularly; and meet deadlines in a fast-paced environment

CERTIFICATES, LICENSES, REGISTRATIONS:


  • Drivers license desirable

PHYSICAL DEMANDS AND WORK ENVIRONMENT: (The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

Environment: Standard office with occasional travel

finger dexterity: Requires typing on standard computer

TALKING: Ability to speak on phone and face to face.

HEARING: Able to hear average or normal conversations and receive ordinary information.

REPETITIVE MOTIONS: Frequent and regular movements using the wrists, hands, and fingers.

AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to view computer screens and documents.

PHYSICAL STRENGTH: NOT APPLICABLE.

COMMUNICATION AND COGNITIVE REQUIREMENTS

REASONING ABILITY: Ability to apply principles of logical or scientific thinking to a wide range of complex intellectual andpractical problems.

MATHEMATICS ABILITY: Ability to perform advanced math skills, use decimals to compute ratios and percentages, and to draw and interpret graphs.

LANGUAGE ABILITY: Fluency in English. Demonstrated excellence in writing and editing.

SALARY: Competitive pay based on qualifications and experience

BENEFITS: Medical, dental, life, long-term disability, and 403(b) retirement plan with employer base and matching contribution. Generous holidays, vacation, and sick time.

The San Francisco-Marin Food Bank is an Equal Opportunity Employer.


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 Huckleberry Youth Programs (HYP) is a community-based youth agency, providing a full spectrum of services to homeless, runaway, and other at-risk youth and families in San Francisco and Marin counties. Our programs are characterized by a commitment to community-based, collaborative services; attention to the urgency, complexity, and ever-changing nature of our clients’ needs; and recognition of the value and dignity of youth and their capacity to become healthy, productive adults.  

The Staff Accountant is an integral part of the Finance Department.  The Staff Accountant is responsible for recording and issuing all payments and reimbursements and accounting transactions in the Quickbooks desktop platform. This position interacts with HYP Accounting Manager/Controller and Fiscal Director, as well as administrative staff, to support the healthy financial functioning of the agency. 

ESSENTIAL FUNCTIONS:


  1. Complete all Accounts Payable activities including processing check requests from agency staff and the payment of vendor invoices, including both printed checks and online payments;

  2. Supporting Accounting Manager/Controller in recording and allocation of all government payments from reimbursable contracts as well as all contributed revenue from foundations, corporations, and individual donors;

  3. Ensure that all financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP) and requirements of state, federal, and private funding sources;

  4. Communication/ consultation with HYP Program Directors regarding monthly credit card transaction coding and receipt submission;

  5. Assist with special projects as needed.

COMPETENCIES:


  1. Maintain a creative, team-building, cooperative approach to job performance and seek to bring a constructive, problem-solving orientation to all tasks;

  2. Highly organized, detail oriented and able to work with minimal supervision;

  3. Perform tasks and responsibilities in a thorough and timely manner in compliance with agency policy and standards;

  4. Exercise discretion and professional judgment at all times in keeping with the responsibility carried personally and by the agency for the care and welfare of youth and families from diverse backgrounds;

  5. Maintain high level of confidentiality at all times regarding financial and payroll information.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

REQUIRED EDUCATION AND EXPERIENCE:

1.  B.A. required (preferred in Accounting, finance, business, or a related field).


  1.  General office and bookkeeping/accounting experience;

  2.  Proficiency with QuickBooks desktop as well as spreadsheet and word processing programs (Microsoft Word, Excel);

  3.  Excellent written and verbal communication skills. 

SECURITY CLEARANCE:

1. Must pass DOJ/FBI background check

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

PHYSICAL DEMANDS:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary and climb stairs.

WORK ENVIRONMENT:

This position operates in HYP’s Administrative Offices. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is not a position that allows for telecommuting. The HYP Administrative Offices are located in San Francisco and are accessible by public transportation.

EQUAL EMPLOYMENT OPPORTUNITY:

Huckleberry Youth Programs is an equal opportunity employer, committed to providing equal opportunity to its employees and applicants for employment without discrimination on the basis of race; color; ethnic background; religion; gender; gender identity or expression; sexual orientation; national origin; ancestry; age; marital status; pregnancy, childbirth, or other related medical condition; disability, including HIV-related conditions; or status as a covered veteran. This policy applies to every aspect of employment, including but not limited to: hiring, advancement, transfer, demotion, layoff, termination, compensation, benefits, training and working conditions.

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


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  Communities on the margins of opportunity deserve a trusted partner on their journey towards financial growth and stability. As a locally invested, collaborative partner in social justice and financial equity, Community Vision Capital & Consulting (formerly Northern California Community Loan Fund, or NCCLF) provides nonprofits, small businesses, and social enterprises with strategic investment and guidance, to deepen work, scale impact, and strengthen our communities.   Community Vision’s Lending Department provides loans and New Markets Tax Credit financing, with an emphasis on achieving greater racial and economic equity. Our borrowers have made use of our financing to develop affordable housing, build and acquire community facilities, create economic development projects, support access to healthy foods, and strengthen their operations in order to make a difference in the lives of the communities that they serve.   For more information on our programs and services, please visit our website at www.community     Position Summary Community Vision seeks a highly motivated Loan Monitoring Associate to assist with ongoing loan portfolio monitoring and general asset management; loan renewals, extensions and occasional new loan requests; selected loan closings; and compliance and reporting operations for a highly successful community development financial institution (CDFI). Community Vision currently has a loan portfolio of approximately 100 borrowers totaling over $65 million, and a New Market Tax Credit (NMTC) portfolio of $150 million, covering eighteen projects.    The ideal candidate is someone with a background in commercial loan monitoring or asset management, and is familiar with community development and/or small business lending operations. The candidate must be a self-starter, have the demonstrated ability to accurately and efficiently work on several tasks simultaneously and have superior written and verbal communication skills. Finally, the candidate should enjoy working in an active and expanding nonprofit, and be able to thrive in a friendly, cooperative, and fast-paced environment.

   Primary Responsibilities  


  • Communicate      effectively with loan officers and loan closers to ensure proper hand off      and transition of responsibilities in a timely manner.

  • Communicate      effectively with borrowers in assigned portfolio and serve as one of the      primary points of contact for post-closing monitoring, disbursement and      servicing. 

  • Collect and review      quarterly financial statements and reporting documentation to determine      financial condition, credit-worthiness and on-going reporting and covenant      compliance for assigned borrowers as part of quarterly monitoring and loan      loss reserve evaluation.

  • Review and process      draw requests for revolving lines of credit and other working capital      loans, ensuring proper documentation and compliance with loan conditions.

  • Prepare renewals      for revolving lines of credit, and basic modifications and extensions for      all assigned loans.

  • In collaboration      with the appropriate underwriting team member, underwrite new basic      working capital loan requests from assigned borrowers.

  • Conduct periodic,      post-closing site visits and/or phone check-ins with selected borrowers.

  • Work closely with      Finance Department to ensure correct accounting for all loans and to      address loan servicing issues. 

  • Effectively track,      analyze, communicate, and make initial recommendations to Lending      Department management to address loan delinquencies and defaults for      assigned borrowers. 

  • Maintain the loan      portfolio management system (TEA) and related databases.

  • Maintain working      knowledge of loan policies and protocols.

  • Ensure accurate,      well-organized loan files, maintaining an audit trail of all monitoring      documents and materials.

 


  • Prepare and      maintain Lending Department operations and portfolio reports for internal      and external stakeholders.

  • Work      collaboratively with other departments to manage information, reporting      and document preparation for various internal and external needs including      quarterly reports to the CDFI Fund, New Markets Tax Credit program      compliance, funding requests, grant reports, annual audit, securities      permit application and compliance with investor covenants. 

  • Work      collaboratively with other departments on impact reporting and maintaining      Lending impact data in Salesforce.

 


  • For selected      loans, coordinate closing and funding process in conjunction with the      other members of the Loan Closing and Monitoring team, Loan Officers,      borrowers, outside legal counsel and title officers (as needed), and other      related parties.

  • Document and review      commercial loan transactions, focusing mainly on revolving lines of credit      and term working capital loans. 

  • Anticipate and      effectively manage closing problems by identifying and recommending      solutions to meet the needs of Community Vision and our borrowers.

  • Ensure accurate loan      files with respect to closing documents and materials.

  • Assist dedicated      loan closers on larger, more complex transactions.

 


  • Assist      or lead ad-hoc projects as assigned that may include industry research,      product development, operational efficiency, compliance and reporting      systems protocol, social impact tracking development, funding applications      or policy analysis 

Required Skills and Experience  


  • Bachelor’s degree      in a related field (urban planning, economics or finance, etc.) or      equivalent experience.

  • Minimum of two      years of experience in commercial loan monitoring and/or asset management,      preferably in the fields of either community development or small business      lending.

  • Must demonstrate a      high level of attention to detail and excellent judgment and      decision-making abilities.

  • Excellent written      and verbal communication and organizational skills.

  • Familiarity with financial      statement analysis, preferably for nonprofits but also small businesses. 

  • Database skills      (e.g. Salesforce) with a demonstrated proficiency in MS Office Suite.

  • Demonstrated      ability to consistently multi-task and manage a varied and occasionally      intense workload while maintaining a high degree of accuracy.

  • Ability to build      relationships internally and externally and elicit confidence by      demonstrating reliability and commitment to Community Vision’s mission and      values.

  • Strong team player      with the ability to work effectively in a cooperative and diverse      environment.

  • Enthusiasm,      entrepreneurial spirit, and a strong commitment to work in community      development.

Desired Qualifications, Skills and Experience  


  • Experience in loan      closing.

  • Understanding of      and experience with one of our key areas of affordable housing, nonprofit community      facilities, and/or food and enterprise lending.

  • Familiarity with commercial      loan documents and basic legal terms.

  • Understanding of      and experience with either the New Markets Tax Credit program or small      business lending.

  • Language ability      in commonly spoken languages (including Spanish, Chinese, Tagalog) is a      plus.

Relationships Position reports to the Director of Loan Closing and Administration. The position communicates regularly with borrowers and clients; attends and participates in Loan Committee meetings; interacts extensively with the lending team and staff/management in other Community Vision departments; and represents Community Vision at outside events and conferences.   Job Context Position is pivotal to the success of the Lending and Finance Departments and operates in a collaborative, cooperative, team environment. Workload will vary requiring flexibility with time. Outside and evening meetings are occasionally required.    Hours and Location  


  • Full-time position

  • Work hours will be      predominantly during regular business hours, although occasional evening      or weekend hours will be required. A flexible schedule can be accommodated.

  • Worksite will be      based within the offices of Community Vision in San Francisco and/or      Oakland, with some local and regional travel for site visits and      conferences.

Compensation and Hiring Principals Starting salary is $68,000-$85,000 depending upon experience, plus an excellent benefits package including health, dental, retirement plan and three weeks’ vacation.    We realize that the impact of discriminatory policy, institutionalized financial neglect, and systemic racism have resulted in a deep sense of distrust felt among communities on the margins of opportunity, including people of color, folks of various abilities, genders and sexualities, and communities with low financial wealth. We believe that these communities must be centered in the work we do. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.   To Apply To Apply: Send resume and cover letter (Attn: Loan Monitoring Associate Search) via email to info@communityvisionca.org.  


See full job description

Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as ?Personal Cell? or ?Cellular? in the contact information of your application. At Wells Fargo, we want to satisfy our customers? financial needs and help them succeed financially. We?re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you?ll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Enterprise Finance drives financial management for the company and maintains and enhances risk and financial controls. Key functions within Enterprise Finance include finance and accounting; Treasury; corporate development, mergers, and acquisitions; Data Management and Insights, the Customer Remediation Center of Excellence, Enterprise Shared Services, Business Process Management, and Corporate Strategy. Enterprise Finance informs shareholders, regulators, taxing authorities, team members, and leaders of the company?s financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines. They also maintain and enhance risk and financial controls and lead many of the company?s shared services functions including corporate properties, security, and global services. The Corporate Asset-Liability Management Group (ALM) performs quantitative analysis of the company?s balance sheet behavior and has the primary responsibility of measuring risk and designing risk management strategies. Team members oversee the interest rate risk simulation model covering earnings-at-risk and economic exposures for Wells Fargo and the Company''s major business lines. Responsible for, directly and through subordinates, performing the most complex quantitative risk analyses to measure company Asset Liability Management (ALM) economic exposure, in support of management decision-making. Duties may include: integrating analyses of multiple businesses balance sheet performance and risk exposures to present company aggregate risk profile; evaluating alternative hedge strategies to mitigate market risk exposures and ad-hoc analyses for senior management; directing improvements to asset-liability management models and overseeing testing and implementations of recommended changes; model validation and proper assumption documentation; performing highly complex analyses to support due diligence in mergers and acquisitions; developing performance monitoring and benchmarks to improve asset liability management analytics at both a corporate and business unit level; developing tools and templates used for interest rate risk analysis at both a corporate and business unit level; direct team member risk analysts or risk consultants and/or serving as a leader on key strategic projects. Key responsibilities include: Evaluating hedging strategies to manage interest rate exposure, the function includes modeling and reporting long-term interest rate risk measures (EVE and Duration Gap), monitoring of the firm?s exposure to basis, option, re-price, and spread risk from valuation perspective. Development of hedging framework to produce hedge playbooks in a timely and repeatable fashion. Performing in-depth research to explain drivers of monthly volatility in economic value equity and changes in duration. Explaining behavior of various balance sheet component leveraging ALM model (QRM). Assisting in strategic projects by taking ownership of the individual pieces. Provide leadership and mentor junior analysts in the team. Leading documentation to support various risk models used to measure long term risk. Required Qualifications 6+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business and 4+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting Desired Qualifications A Masters of Business Administration (MBA) or Chartered Financial Analyst (CFA) DesignationC# experiencePython experienceAdvanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skillsKnowledge and understanding of asset based finance: analysis and evaluation of financial statementsKnowledge and understanding of asset liability or liquidity management software, especially QRMKnowledge and understanding of portfolio managementKnowledge and understanding of treasury management industry: asset liability management (ALM), liquidity management, and stress testingFinancial modeling experienceAsset and Liability Management (ALM) experienceAbility to successfully operate in a complex and matrixed environmentA BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting Other Desired Qualifications Knowledge of financial institution balance sheets and the impacts of interest rate risk practices Demonstrated quantitative, critical thinking and leadership skills Experience with Asset Allocation Experience in statistical or econometrical analysis with programming in R and or SAS Experience with valuation models, fixed income securities and derivatives pricing, hedging under ASC 815, borrower Job Expectations Ability to travel up to 10% of the time Street Address CA-SF-Financial District: 550 California St San Francisco, CAIA-Des Moines: 800 Walnut St Des Moines, IA Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. by Jobble


See full job description

Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as ?Personal Cell? or ?Cellular? in the contact information of your application. At Wells Fargo, we want to satisfy our customers? financial needs and help them succeed financially. We?re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you?ll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Enterprise Finance drives financial management for the company and maintains and enhances risk and financial controls. Key functions within Enterprise Finance include finance and accounting; Treasury; corporate development, mergers, and acquisitions; Data Management and Insights, the Customer Remediation Center of Excellence, Enterprise Shared Services, Business Process Management, and Corporate Strategy. Enterprise Finance informs shareholders, regulators, taxing authorities, team members, and leaders of the company?s financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines. They also maintain and enhance risk and financial controls and lead many of the company?s shared services functions including corporate properties, security, and global services. The Corporate Asset-Liability Management Group (ALM) performs quantitative analysis of the company?s balance sheet behavior and has the primary responsibility of measuring risk and designing risk management strategies. Team members oversee the interest rate risk simulation model covering earnings-at-risk and economic exposures for Wells Fargo and the Company''s major business lines. Responsible for, directly and through subordinates, performing the most complex quantitative risk analyses to measure company Asset Liability Management (ALM) economic exposure, in support of management decision-making. Duties may include: integrating analyses of multiple businesses balance sheet performance and risk exposures to present company aggregate risk profile; evaluating alternative hedge strategies to mitigate market risk exposures and ad-hoc analyses for senior management; directing improvements to asset-liability management models and overseeing testing and implementations of recommended changes; model validation and proper assumption documentation; performing highly complex analyses to support due diligence in mergers and acquisitions; developing performance monitoring and benchmarks to improve asset liability management analytics at both a corporate and business unit level; developing tools and templates used for interest rate risk analysis at both a corporate and business unit level; direct team member risk analysts or risk consultants and/or serving as a leader on key strategic projects. Key responsibilities include: Evaluating hedging strategies to manage interest rate exposure, the function includes modeling and reporting long-term interest rate risk measures (EVE and Duration Gap), monitoring of the firm?s exposure to basis, option, re-price, and spread risk from valuation perspective. Development of hedging framework to produce hedge playbooks in a timely and repeatable fashion. Performing in-depth research to explain drivers of monthly volatility in economic value equity and changes in duration. Explaining behavior of various balance sheet component leveraging ALM model (QRM). Assisting in strategic projects by taking ownership of the individual pieces. Provide leadership and mentor junior analysts in the team. Leading documentation to support various risk models used to measure long term risk. Required Qualifications 6+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business and 4+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting Desired Qualifications A Masters of Business Administration (MBA) or Chartered Financial Analyst (CFA) DesignationC# experiencePython experienceAdvanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skillsKnowledge and understanding of asset based finance: analysis and evaluation of financial statementsKnowledge and understanding of asset liability or liquidity management software, especially QRMKnowledge and understanding of portfolio managementKnowledge and understanding of treasury management industry: asset liability management (ALM), liquidity management, and stress testingFinancial modeling experienceAsset and Liability Management (ALM) experienceAbility to successfully operate in a complex and matrixed environmentA BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting Other Desired Qualifications Knowledge of financial institution balance sheets and the impacts of interest rate risk practices Demonstrated quantitative, critical thinking and leadership skills Experience with Asset Allocation Experience in statistical or econometrical analysis with programming in R and or SAS Experience with valuation models, fixed income securities and derivatives pricing, hedging under ASC 815, borrower Job Expectations Ability to travel up to 10% of the time Street Address CA-SF-Financial District: 550 California St San Francisco, CAIA-Des Moines: 800 Walnut St Des Moines, IA Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. by Jobble


See full job description

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as ?Personal Cell? or ?Cellular? in the contact information of your application.

At Wells Fargo, we want to satisfy our customers? financial needs and help them succeed financially. We?re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you?ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Enterprise Finance drives financial management for the company and maintains and enhances risk and financial controls. Key functions within Enterprise Finance include finance and accounting; Treasury; corporate development, mergers, and acquisitions; Data Management and Insights, the Customer Remediation Center of Excellence, Enterprise Shared Services, Business Process Management, and Corporate Strategy. Enterprise Finance informs shareholders, regulators, taxing authorities, team members, and leaders of the company?s financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines. They also maintain and enhance risk and financial controls and lead many of the company?s shared services functions including corporate properties, security, and global services.

The Corporate Asset-Liability Management Group (ALM) performs quantitative analysis of the company?s balance sheet behavior and has the primary responsibility of measuring risk and designing risk management strategies. Team members oversee the interest rate risk simulation model covering earnings-at-risk and economic exposures for Wells Fargo and the Company's major business lines.

Responsible for, directly and through subordinates, performing the most complex quantitative risk analyses to measure company Asset Liability Management (ALM) economic exposure, in support of management decision-making. Duties may include: integrating analyses of multiple businesses balance sheet performance and risk exposures to present company aggregate risk profile; evaluating alternative hedge strategies to mitigate market risk exposures and ad-hoc analyses for senior management; directing improvements to asset-liability management models and overseeing testing and implementations of recommended changes; model validation and proper assumption documentation; performing highly complex analyses to support due diligence in mergers and acquisitions; developing performance monitoring and benchmarks to improve asset liability management analytics at both a corporate and business unit level; developing tools and templates used for interest rate risk analysis at both a corporate and business unit level; direct team member risk analysts or risk consultants and/or serving as a leader on key strategic projects.

Key responsibilities include:

  • Evaluating hedging strategies to manage interest rate exposure, the function includes modeling and reporting long-term interest rate risk measures (EVE and Duration Gap), monitoring of the firm?s exposure to basis, option, re-price, and spread risk from valuation perspective.
  • Development of hedging framework to produce hedge playbooks in a timely and repeatable fashion.
  • Performing in-depth research to explain drivers of monthly volatility in economic value equity and changes in duration.
  • Explaining behavior of various balance sheet component leveraging ALM model (QRM).
  • Assisting in strategic projects by taking ownership of the individual pieces.
  • Provide leadership and mentor junior analysts in the team.
  • Leading documentation to support various risk models used to measure long term risk.


Required Qualifications

  • 6+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business and 4+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting



Desired Qualifications


  • A Masters of Business Administration (MBA) or Chartered Financial Analyst (CFA) Designation

  • C# experience

  • Python experience

  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

  • Knowledge and understanding of asset based finance: analysis and evaluation of financial statements

  • Knowledge and understanding of asset liability or liquidity management software, especially QRM

  • Knowledge and understanding of portfolio management

  • Knowledge and understanding of treasury management industry: asset liability management (ALM), liquidity management, and stress testing

  • Financial modeling experience

  • Asset and Liability Management (ALM) experience

  • Ability to successfully operate in a complex and matrixed environment

  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting



Other Desired Qualifications
  • Knowledge of financial institution balance sheets and the impacts of interest rate risk practices
  • Demonstrated quantitative, critical thinking and leadership skills
  • Experience with Asset Allocation
  • Experience in statistical or econometrical analysis with programming in R and or SAS
  • Experience with valuation models, fixed income securities and derivatives pricing, hedging under ASC 815, borrower


Job Expectations

  • Ability to travel up to 10% of the time



Street Address

CA-SF-Financial District: 550 California St - San Francisco, CA
IA-Des Moines: 800 Walnut St - Des Moines, IA



Disclaimer


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


See full job description

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as ?Personal Cell? or ?Cellular? in the contact information of your application.

At Wells Fargo, we want to satisfy our customers? financial needs and help them succeed financially. We?re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you?ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Enterprise Finance drives financial management for the company and maintains and enhances risk and financial controls. Key functions within Enterprise Finance include finance and accounting; Treasury; corporate development, mergers, and acquisitions; Data Management and Insights, the Customer Remediation Center of Excellence, Enterprise Shared Services, Business Process Management, and Corporate Strategy. Enterprise Finance informs shareholders, regulators, taxing authorities, team members, and leaders of the company?s financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines. They also maintain and enhance risk and financial controls and lead many of the company?s shared services functions including corporate properties, security, and global services.

The Corporate Asset-Liability Management Group (ALM) performs quantitative analysis of the company?s balance sheet behavior and has the primary responsibility of measuring risk and designing risk management strategies. Team members oversee the interest rate risk simulation model covering earnings-at-risk and economic exposures for Wells Fargo and the Company's major business lines.

Responsible for, directly and through subordinates, performing the most complex quantitative risk analyses to measure company Asset Liability Management (ALM) economic exposure, in support of management decision-making. Duties may include: integrating analyses of multiple businesses balance sheet performance and risk exposures to present company aggregate risk profile; evaluating alternative hedge strategies to mitigate market risk exposures and ad-hoc analyses for senior management; directing improvements to asset-liability management models and overseeing testing and implementations of recommended changes; model validation and proper assumption documentation; performing highly complex analyses to support due diligence in mergers and acquisitions; developing performance monitoring and benchmarks to improve asset liability management analytics at both a corporate and business unit level; developing tools and templates used for interest rate risk analysis at both a corporate and business unit level; direct team member risk analysts or risk consultants and/or serving as a leader on key strategic projects.

Key responsibilities include:

  • Evaluating hedging strategies to manage interest rate exposure, the function includes modeling and reporting long-term interest rate risk measures (EVE and Duration Gap), monitoring of the firm?s exposure to basis, option, re-price, and spread risk from valuation perspective.
  • Development of hedging framework to produce hedge playbooks in a timely and repeatable fashion.
  • Performing in-depth research to explain drivers of monthly volatility in economic value equity and changes in duration.
  • Explaining behavior of various balance sheet component leveraging ALM model (QRM).
  • Assisting in strategic projects by taking ownership of the individual pieces.
  • Provide leadership and mentor junior analysts in the team.
  • Leading documentation to support various risk models used to measure long term risk.


Required Qualifications

  • 6+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business and 4+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting



Desired Qualifications


  • A Masters of Business Administration (MBA) or Chartered Financial Analyst (CFA) Designation

  • C# experience

  • Python experience

  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

  • Knowledge and understanding of asset based finance: analysis and evaluation of financial statements

  • Knowledge and understanding of asset liability or liquidity management software, especially QRM

  • Knowledge and understanding of portfolio management

  • Knowledge and understanding of treasury management industry: asset liability management (ALM), liquidity management, and stress testing

  • Financial modeling experience

  • Asset and Liability Management (ALM) experience

  • Ability to successfully operate in a complex and matrixed environment

  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting



Other Desired Qualifications
  • Knowledge of financial institution balance sheets and the impacts of interest rate risk practices
  • Demonstrated quantitative, critical thinking and leadership skills
  • Experience with Asset Allocation
  • Experience in statistical or econometrical analysis with programming in R and or SAS
  • Experience with valuation models, fixed income securities and derivatives pricing, hedging under ASC 815, borrower


Job Expectations

  • Ability to travel up to 10% of the time



Street Address

CA-SF-Financial District: 550 California St - San Francisco, CA
IA-Des Moines: 800 Walnut St - Des Moines, IA



Disclaimer


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


See full job description

ABOUT THE COMPANY The Company is a rapidly growing, San Francisco-based eCommerce company that sells a diverse set of consumer goods under the Company's three brands. We focus on consumer and business products for which we believes we can make an improvement to the customer value proposition. The products are often in niche markets competing against large but slow-to-move competitors. To do this, we work with 80+ contract manufacturers, both in China and the US. We sell primarily through online platforms (Amazon.com and Walmart.com) but also maintain a wholesale business. Founded in late 2014, the Company is growing at ~30% per year and is on target for $20MM+ in revenue in 2020 at attractive EBITDA margins. We have never taken outside capital and eschew a venture or debt-driven growth model. Over the last 5 years, we have launched 250+ products, over 85% of which have been successful. ABOUT THE ROLE To date, the company has grown with a very lean team, composed of the two cofounders, 1-2 employees in San Francisco, and 3-5 regular contractors (both domestic and international). As we look to 2020 and beyond, we are beginning the process of building out more substantial, non-cofounder-occupied roles and teams within the organization to achieve outsized growth. The Head of Strategy & Finance will be one of the two most important additions to the organization, with P&L responsibility and a major, driving impact on the performance of the company. Expectations, opportunity and responsibility will all be considerable, as will the rewards for being successful in the role. For the right person, this is an incredible opportunity to be a large part of the management of a successful, high growth business. We have built a partially remote team and plan to continue to do so. As such, the role requires solid communication skills, a strong sense of autonomy, and a comfort with being highly action-oriented. The core responsibilities of the role are: Demand planning Use historical product data + competitor data to forecast sales volumes across 250+ products, then translate these forecasts into decision-making Competitive positioning and response Constantly evaluate the competitive landscape for our products Formulate and execute competitive responses (pricing, promotions, advertising, etc.) Continuous, iterative testing and optimization (pricing, photos, copy, keywords, etc.) Paid advertising management Run our analytically-driven advertising program, representing ~$2MM per year in ad spend (background in online advertising NOT required for success) Finance/accounting Run the Company’s finances Analyze, manage and improve product and company-level margins Special projects A wide variety of special projects, from tackling new marketing initiatives to launching new income streams to digging into complex research tasks to launch new products. You’ll be responsible for the full lifecycle, from research to planning to execution REQUIREMENTS You absolutely must be a highly analytical thinker, an Excel pro and have a strong bias for action (must be comfortable making and implementing decisions, not just doing the analysis) Strong fundamental understanding of economics and competitive strategy – you should intuitively get economic principles and how various levers will affect competitor and customer behavior Serious head for details, ability to synthesize disparate pieces of information into actionable decisions, and strong mental recall – you’ll often be faced with walls of numbers where the ability to bring in details you’ve learned previously will guide you to the right answer Strong analytical experience in modeling, data analysis and insights Ability to produce accurate, error-free analyses – you should have comfort with checking your own work and standing behind/defending your own findings Comfort working with a remote team and strong communication skills (communication will often be phone/email/chat vs. face-to-face) At the minimum, solid comfort with company finance and accounting (cash flow dynamics, inventory, return on capital, etc.) – ideally a background in working with this information Must be highly self-motivated with an entrepreneurial spirit – you must have the ability to prioritize tasks efficiently and solve problems independently, while asking for guidance and insight when necessary 3+ years of experience in an analytical field (investment banking, consulting, private equity, data science, FP&A, quantitative marketing, etc.) Undergraduate/graduate business school background a major plus Previous experience in eCommerce, physical products/CPG, online advertising and/or logistics a plus but not required Extra points for experience with Google AdWords/Shopping, Facebook advertising platform or other online advertising platforms


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At Primo Honda we strive to make every customer a customer for life and every employee is critical to this success.We reward individuals who are dedicated workers and stay motivated.And happy employees make happy customers.Our promise is to continue delivering the same award-winning sales, service, and value that our community has come to expect from our dealership through the years.What We Offer * 100% Employer Paid Medical, Dental, and Vision Benefits (Full-Time Employees)* Paid Time Off * 401(k) Retirement Plan (Full-Time Employees)* Growth Opportunities * Paid Training* Long Term Job Security * Employee Vehicle Purchase Plans* Discounts on Products and Services * Family Owned and OperatedResponsibilities * Determine customer financing, warranty, and aftermarket needs through a consultative process.* Process and obtain approval on all financial deals.* Provide a thorough explanation of extended warranties, aftermarket products, and a complete explanation of manufacturer and dealership service procedures and policies.* Develop a comprehensive menu selling process to maximize the finance department''s overall profitability and product penetration.* Maintain PRU at or above industry averages.* Maintains good working relationships with lending institutions to secure competitive interest rates and financing programs.* Track portfolio with lenders. * Review and inspect the flow of the department''s paperwork on a daily basis to ensure a timely processing on all deals.* Ensures all deals are fully compliant with local, state, and federal guidelines.* Work closely with the sales team by providing information on the enforcement of proper selling methods, finance and lease programs, and understanding the benefits of the dealership''s financing and extended service programs.* Be an example of professional morals, ethics, and excellent customer service.Qualifications * High school diploma or equivalent required.* Prior automotive experience with knowledge of dealership finance and insurance procedures.* Knowledge of regulatory and compliance requirements.* Availability to work flexible hours and weekends in a dynamic fast-paced environment.* Readiness to hit the ground running on learning product details.* Exceptional communication skills. * Written offer of employment will be subject to successfully passing pre-employment testing to include background check, motor vehicle record, drug test, and credit report.We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.PandoLogic. Keywords: Automotive F&I Manager, Location: San Carlos, CA 94070by Jobble


See full job description

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as ?Personal Cell? or ?Cellular? in the contact information of your application.

At Wells Fargo, we want to satisfy our customers? financial needs and help them succeed financially. We?re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you?ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Enterprise Finance drives financial management for the company and maintains and enhances risk and financial controls. Key functions within Enterprise Finance include finance and accounting; Treasury; corporate development, mergers, and acquisitions; Data Management and Insights, the Customer Remediation Center of Excellence, Enterprise Shared Services, Business Process Management, and Corporate Strategy. Enterprise Finance informs shareholders, regulators, taxing authorities, team members, and leaders of the company?s financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines. They also maintain and enhance risk and financial controls and lead many of the company?s shared services functions including corporate properties, security, and global services.

The Corporate Asset-Liability Management Group (ALM) performs quantitative analysis of the company?s balance sheet behavior and has the primary responsibility of measuring risk and designing risk management strategies. Team members oversee the interest rate risk simulation model covering earnings-at-risk and economic exposures for Wells Fargo and the Company's major business lines.

Responsible for, directly and through subordinates, performing the most complex quantitative risk analyses to measure company Asset Liability Management (ALM) economic exposure, in support of management decision-making. Duties may include: integrating analyses of multiple businesses balance sheet performance and risk exposures to present company aggregate risk profile; evaluating alternative hedge strategies to mitigate market risk exposures and ad-hoc analyses for senior management; directing improvements to asset-liability management models and overseeing testing and implementations of recommended changes; model validation and proper assumption documentation; performing highly complex analyses to support due diligence in mergers and acquisitions; developing performance monitoring and benchmarks to improve asset liability management analytics at both a corporate and business unit level; developing tools and templates used for interest rate risk analysis at both a corporate and business unit level; direct team member risk analysts or risk consultants and/or serving as a leader on key strategic projects.

Key responsibilities include:

  • Evaluating hedging strategies to manage interest rate exposure, the function includes modeling and reporting long-term interest rate risk measures (EVE and Duration Gap), monitoring of the firm?s exposure to basis, option, re-price, and spread risk from valuation perspective.
  • Development of hedging framework to produce hedge playbooks in a timely and repeatable fashion.
  • Performing in-depth research to explain drivers of monthly volatility in economic value equity and changes in duration.
  • Explaining behavior of various balance sheet component leveraging ALM model (QRM).
  • Assisting in strategic projects by taking ownership of the individual pieces.
  • Provide leadership and mentor junior analysts in the team.
  • Leading documentation to support various risk models used to measure long term risk.


Required Qualifications

  • 6+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business and 4+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting



Desired Qualifications


  • A Masters of Business Administration (MBA) or Chartered Financial Analyst (CFA) Designation

  • C# experience

  • Python experience

  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

  • Knowledge and understanding of asset based finance: analysis and evaluation of financial statements

  • Knowledge and understanding of asset liability or liquidity management software, especially QRM

  • Knowledge and understanding of portfolio management

  • Knowledge and understanding of treasury management industry: asset liability management (ALM), liquidity management, and stress testing

  • Financial modeling experience

  • Asset and Liability Management (ALM) experience

  • Ability to successfully operate in a complex and matrixed environment

  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting



Other Desired Qualifications
  • Knowledge of financial institution balance sheets and the impacts of interest rate risk practices
  • Demonstrated quantitative, critical thinking and leadership skills
  • Experience with Asset Allocation
  • Experience in statistical or econometrical analysis with programming in R and or SAS
  • Experience with valuation models, fixed income securities and derivatives pricing, hedging under ASC 815, borrower


Job Expectations

  • Ability to travel up to 10% of the time



Street Address

CA-SF-Financial District: 550 California St - San Francisco, CA
IA-Des Moines: 800 Walnut St - Des Moines, IA



Disclaimer


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


See full job description

Job Description


Entry Level Accounting/Finance Analyst


(Part-time role open to convert into full-time role for the right candidate)


Are you interested in gaining hands-on entry level work experience in accounting and finance? If so, let’s chat. This initial part-time position is located at REL Acoustics’ headquarters in Berkeley, California.


REL Acoustics was founded in 1990 with the goal of creating incredible sounding sub bass systems engineered like no other. REL products are sold all over the world and continues to grow in industry market share and customer satisfaction. Learn more about this exciting company by visiting REL.net.


Primary Job Duties:


·       Assist in the month-end close process which includes preparation of journal entries, bank and GL account reconciliations


·       File and maintain status of shipping claims with carriers


·       Collate supporting documentation for vender invoices and check payments


·       Assist in new software/EDI/other credit card processing integrations


·       Provide Ad-hoc analysis in excel as requested (e.g. Month-end sales reports, Forecast/Budget Comparison reports)


·       Follow internal instructions to prepare and file sales tax returns quarterly in various states 


·       Complete offsite errands as needed


Required Characteristics for the Successful Candidate:


·       Positive team-player attitude


·       Able to effectively manage multiple projects/tasks daily


·       Desire to learn and gain hands-on experience in accounting, finance, and office management


·       Flexible self-starter who thinks about the goal(s) and develops an efficient approach to meet the goal


·       Excellent written and verbal communication skills


·       Proficient in Microsoft Excel


·       Experience with Amazon Seller Central a plus


·       Accepting of an entry level pay rate of $21.00 per hour for 25 to 30 hours max per week. Daily hours and duration will be determined in collaboration with the candidate


Interested applicants should send a resume jobs@rel.net. Due to the high volume of job inquiries we are only able to respond to those applicants who qualify for an interview. We are looking to hire immediately.


Company Description

REL Acoustics was founded in 1990. Dissatisfied by the commercially available subwoofers of the day, REL set out to build something better. Almost immediately, word spread of a small UK company that was building incredible sounding sub bass systems, which sent audiophiles flocking in search of these legendary subs, engineered like no other. To this day, each REL contains some of that original engineering DNA. We are still evolving, still introducing new products, and still celebrating the pursuit of perfect sound.


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Job Description


 Ledgent Finance and Accounting is sourcing for a Controller on a temporary to hire basis for a client in San Ramon.

 
TO APPLY TO THIS CONTROLLER POSITION PLEASE SEND RESUME TO LBRAZIL@LEDGENT.COM OR Call 925.737.1818 and ask for Leslee

 
Location: San Ramon
Duration: Temporary to Hire 
Pay: $160-190K – DOE


 
Key requirements for the Controller:



  • Must have a background in brick and mortar retail and/or real estate experience.

  • Managing the operational, financial, and reporting aspects of each discipline.  

  • Responsible for month-end and year-end close of financial statements, account reconciliations, general ledger analysis, and annual audits, where applicable

  • Needs someone willing to do the work, someone who will roll up sleeves and do AP if needed.

  • Someone who can do the work, but capable of managing people as well.

  • Someone who can make the processes efficient and utilize the software to its full capacity.

  •  Someone who has worked with multiple entities




Controller Duties:



  • Responsible for providing multiple clients with day-to-day accounting and administrative services, including but not limited to:

  • Coordination of all accounting functions for high-net worth individuals/family clients and their investment entities

  • Managing, motivating, and leading multiple staff across multiple teams on a daily basis

  • Managing the operational, financial, and reporting aspects of each discipline.  

  • Responsible for month-end and year-end close of financial statements, account reconciliations, general ledger analysis, and annual audits, where applicable

  • Overseeing payroll for clients’ employees as needed

  • Developing, enforcing, and evaluating firm accounting policies and procedures in conjunction with clients’ needs. Recommend process improvements.


 
TO APPLY TO THIS CONTROLLER POSITION PLEASE SEND RESUME TO LBRAZIL@LEDGENT.COM OR Call 925.737.1818 and ask for Leslee
 


Company Description

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.


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Position Summary 

The Accounting and Finance Manager will report directly to the VP of Finance and Operations and will be responsible for the general accounting, the compliance of the finance and accounting records with US GAAP and company policies and procedures. The Accounting and Finance manager will have direct responsibility for the financial close process, financial statements and reporting, regulatory filings, payroll and benefits, and other areas as detailed in the key responsibilities. The ideal candidate will have experience with public accounting and will be a strong team player, hands-on professional, who executes in accuracy high quality deliverables in a very fast pace environment. 

Key responsibilities 

• Responsible for the general accounting and financial records compliant with General Accepted Accounting Principles - US GAAP 

• Monthly, quarterly and annual finance close and preparation of the financial statements according to US GAAP, including preparation of detailed and accurate workpapers to support the financial statements and the close 

• Oversee, determine and book financial journal entries, including for accrued expenses, prepaid amounts, fixed assets, depreciation, and perform account reconciliations as required 

• Work with the auditors on audits and provide detailed and organized documentation and worksheets as required 

• Manage bank accounts, interface with the banks as required, prepare/review bank reconciliations, monitor bank and credit card transactions 

• Oversee the procure to pay process, accounts payables, interface with vendors and other business partners such as CROs and hospitals as related to finance aspects and contracts compliance 

• Review in details payments to vendors and approve them 


  • Tax filings including multiple State & Federal tax filings, Property tax, 1099 preparation and filing and other 

• Process payroll (Trinet) and book the payroll journal entries, provide payroll analysis and reconciliations 

• Manage 401K and reconcile with the payroll system 

• Analyze actual spend vs. budget, provide budget controls 

• Support the VP of Finance in the budget, planning and forecasting processes 

• Participate in implementation of a new ERP system and serve as the SME (subject matter expert) for the finance module 

• Other duties and projects as assigned 

• Ability to travel domestically 10%-20% as required, primarily to our St. Louis, MO location 

Knowledge, Skills and Experience 

• Minimum 8 years of experience in accounting and finance 

• Strong analytical and accounting skills; thorough understanding of U.S. GAAP accounting principles is required 

• Experience in public accounting and startup companies is desired 

• Biotechnology research and development industry experience is a plus 

• Self-motivated with unquestionable integrity and judgment, attention to detail and time management, and highly organized. 

• Ability to work in a high pace and demanding business environment, ability to meet tight deadlines 

• “Roll up the sleeves” and “can-do” attitude, ability to execute challenging tasks with no previous experience but with guidance 

• Ability to proactively identify and propose solutions to solve problems 


  • Strong organizational skills, great collaborator and team player 

• Strong attention to details and financial data accuracy 

• Very good verbal and written communication skills with colleagues and with business partners out of the organization 

• Experience in working with teams in remote sites 

• Strong advanced excel skills required 

• Experience with ERP (including implementation) and Payroll systems required 

• Strong analytical skills and ability to slice and dice high volume data 

Education 

BA in Finance, Accounting, Business or Economics. CPA certification is desired. 

Compensation 

Arch Oncology offers competitive cash and equity compensation and a generous benefits package, including medical, dental, vision, and disability insurance, as well as paid time off and a 401k plan 


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Description

Heres what all the hype is about

Premier Nutrition Company (PNC) distributes great-tasting food products to health-conscious consumers under the brand names Premier Protein, PowerBar, Supreme Protein, and Joint Juice and part of publicly traded BellRing Brands (NYSE:BRBR). With its people-first culture, PNC empowers its people to create the best work of their lives alongside some truly amazing colleagues. We strive to make a workplace where you can feel like you and avoid many of the outdated processes and structure of conventional workplaces. We dont have performance reviewswe have conversations. We dont have command and control managementwe have inspiring leaders to coach you. We dont have a casual dress codewe simply dont have a dress code; wear what you like. And we have a lot of fun.

Bringing dogs to work, company-wide volunteer days, philanthropy and sustainability programs, in-office massages, walking meetings, and free daily exercise classes on-site and at the adjacent gym are just a few ways we make work feel less like work. And the results of our great culture speaks for itself: we were certified as a Great Place to Work for the third year running in 2019 and ranked #7 on Fortune Magazines 2019 Best Small & Medium Workplaces in Manufacturing & Production.

So, whats it like to work here? Youll walk into our Emeryville office each Monday morning and find 100 of your colleagues sitting on sofas, beanbag chairs, or the floor excitedly talking through the week ahead and watching one of their colleagues tell their personal life and career journey. Picture the scrappy culture of a start-up, the innovative mindset of a tech company, and the stability of a brand that sold over $800 million last year, and youll find us in the sweet spot where world-class culture meets robust business results. PNC seeks individuals who will thrive in this collaborative and casual work environment and will help us build our culture and this high-growth company for the next phase in our amazing journey. Does this sound like you? Then read on

The Role

The Finance Manager acts as a co-pilot to the VP of Finance for Premier Nutrition and the CFO of BellRing Brands for financial reporting and analysis of both entities. Premier Nutrition includes the brands Premier Protein, PowerBar, Joint Juice and Supreme. The BellRing Brands portfolio encompasses the Premier Nutrition brands, the Dymatize brand and Active Nutrition International, based in Germany, which sells Premier, Dymatize and PowerBar. The position manages and develops a financial analyst and reports to the VP of Finance.

Youre excited about this opportunity because your time will be filled with

Reporting/Analytics: 75% of Time

Premier Nutrition


  • Coordinates the month-end analysis process:


  • Works alongside FP&A Director to understand variances to forecast and trends


  • Consolidates departmental narratives and writes PNC management letter


  • Creates month-end review documents including brand, product and consolidated P&Ls


  • Creates bridges to explain variances to forecast and prior year at brand and consolidated company


  • Presents results to leadership team in the Monthly Management Review


  • Collaborates with FP&A Director and Department heads to gather, review and consolidate Risks and Ops


  • Participates in Month-End performance reviews with Post


  • Creates quarter-end packets for Post including detailed YTD and PY variance bridges


  • Executive Ad-hoc reporting


BellRing Brands


  • Consolidates all Bell Ring Brands monthly management reports: Premier Nutrition, Dymatize, Active Nutrition and Bell Ring corporate expenses


  • Attends Monthly Management Meetings with Dymatize and Active Nutrition International


  • Creates reporting by Brand and Customers across the portfolio


  • Consolidates Risks and Ops


  • Owns Quarter-end reporting for Post


  • Executive Ad-hoc reporting


Planning and Forecasting: 10% of Time


  • Assists in development of Long-Range outlooks for BellRing Brands


  • Assists in Merger/Acquisition projects as needed


  • Compiles Bell Ring Brands Forecast


The daily stuff that everyone does but few quantify: 15% of Time


  • Owns, develops and maintains Financial Reporting system (Adaptive Insights)


  • Finance contact for Tableau Financial reporting development


  • Finance Audit contact


  • Pricing gatekeeper


  • Owns Finance Master Data across applications


What are we looking for?

Education:

  • Bachelor's Degree or Relevant Experience; MBA Preferred

Experience:

  • 6+ years of Finance experience within the Consumer-Packaged Goods (CPG) industry

Skills:


  • Builder mentality and history


  • Works well under pressure and meets deadlines


  • Attention to detail


  • Exceptional cross-functional skills


  • At ease presenting key results verbally, in writing and visually to larger audience


  • Effective in meeting management: clearly outlines purpose, keeps participants engaged and communicates follow-ups


  • Facile in Excel, NetSuite, and PowerPoint. Experience with Adaptive/Office Connect, o9, Blue Planner, Tableau a plus


Five capabilities that differentiate this role and are key to candidate success:


  1. Being all-in


  2. Drive and own results


  3. Be a builder


  4. Embody a strategic mindset


  5. We are better together


You will thrive here and may just do the best work of your life if


  • You want to be an integral part of shaping and nurturing an amazing work culture


  • You are comfortable being natural, casual, open, and even a bit playful at work


  • You can do periods of focused, deep work on projects that drive the needle


This may not be your ideal next career move if


  • You like order, hierarchy, command and control management


  • Dealing with ambiguity or experimentation are not your jam


If we havent convinced you to apply already, here are some of our favorite perks and benefits:


  • Summer hours (and of course a hefty PTO package plus 11 holidays)


  • 401K match. Literally free money


  • Free food. Plus kombucha, cold brew coffee, sparkling waterall on tap


  • All people and roles are bonus-eligible


  • Quarterly team building events/happy hours (city-wide scavenger hunt, bowling, ropes course, putt-putt)


  • Bring your dog to work (3 days/week)


Premier Nutrition provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, status as a covered veteran and any other category protected under applicable federal, state, provincial and local laws.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)


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Job Description

PubMatic is immediately hiring a Senior Strategic Finance Analyst (Go-to-Market) to join our growing Finance team in Redwood City.

This analyst will build annual budgets, manage monthly rolling forecasts, and provide decision support through financial analyses to optimize our strategic investments. The analyst is responsible for aggregating data and turning it into information to support critical decision-making processes.

This key contributor will partner with functional leaders across the organization to support our rapidly growing organization. This analyst reports to the Senior Manager of Finance and will serve as a key business partner to our Global Sales and Marketing teams.

The successful candidate will be comfortable working with large data sets, data flows, cohort and regression analyses, as well as other financial modeling techniques. They will quickly familiarize themselves with PubMatic's business, associated metrics, and support business decisions with a track record of sound business judgment.

Responsibilities:


  • Help drive and update the Monthly and Quarterly Revenue Forecast and Annual Strategic Plan processes

  • Identify and highlight business risks and opportunities - specific to revenue

  • Improve sales and business processes through the development and implementation of key metrics, dashboards, and automated tools

  • Build detailed financial models that track and analyze functional costs and their impact on the company's overall performance

  • Work across Finance and Business teams to support the Long-term Strategic Planning and Budget processes

  • Build positive and deep business partner relationships across the organization



Qualifications


  • 3 - 6 years of relevant public and/or private company experience in FP&A and/or, strategic finance and operational reporting, preferably in Digital Advertising, eCommerce or Enterprise SaaS sectors

  • Strong financial and operational planning skills

  • Proven experience and knowledge of accounting concepts and financial statement construction

  • Hands-on, creative approach to financial modeling and building business decision support tools

  • Experience with large data set manipulation

  • Ability to multi-task effectively while working with cross functional stakeholders

  • Ability to work independently and keep pace with deadlines

  • Positive attitude and interest to learn new things

  • Strong interpersonal and communication skills

  • BA/BS in Finance, Accounting or Business Administration


Software Skills:

  • Advanced proficiency in Excel (macros, pivot tables, cohort and regression analysis), Word, and PowerPoint

  • Experience with financial systems such as NetSuite, Adaptive Planning, Hyperion, Oracle or SAP

  • Experience with BI tools such as Tableau, Looker or BICS


Nice to Have:
  • MBA or CPA


#LI-SD1

Additional Information

PubMatic is a digital advertising technology company for premium content creators.

The PubMatic platform empowers independent app developers and publishers to control and maximize their digital advertising businesses.

PubMatic's publisher-first approach enables advertisers to maximize ROI by reaching and engaging their target audiences in brand-safe, premium environments across ad formats and devices.

Since 2006, PubMatic has created an efficient, global infrastructure and remains at the forefront of programmatic innovation. Headquartered in Redwood City, California, PubMatic operates 14 offices and nine data centers worldwide.

Videos To Watch


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Job Description


Director of Finance


We are a third party administrator (TPA) with a career opportunity for a DIRECTOR OF FINANCE with human resources experience in Oakland.


Job Description


As Director of finance, you oversee all financial and accounting activities including financial analysis, payroll, accounts payable, accounts receivable, and financial reporting. In addition you administer key areas related to human resources in conjunction with outside legal and human resources consulting firms, and with senior management.



  • Manage the monthly/annual financial close process, ensuring financials and all controls are in accordance with GAAP.

  • Lead the Financial Planning, Budgeting and Forecasting process.

  • Maintain current and accurate ledgers, complete monthly bank and credit card reconciliations, oversee payables disbursements and daily deposits.

  • Oversee trust accounts and issue daily, weekly, and monthly reports to clients.

  • Prepare and process payroll using the Paychex Flex cloud-based payroll system.

  • Maintain an internal accounting procedures manual.

  • Coordinate timely filing of tax returns with outside CPA firm.

  • Create reports out of Payroll Software (Paychex) and perform downloads, uploads, and ad hoc reports in Peachtree.

  • Ensure compliance with HR policies and procedures.

  • Maintain personnel files.

  • Prepare new hire and termination paperwork.

  • Manage employee benefits programs.

  • Respond to employment verifications.

  • Respond to claims from the Employment Development Department.

  • And other duties as may be assigned.


Qualifications



  • Bachelor's Degree in accounting or related field.

  • CPA desirable.

  • PHR/SPHR certifications desirable.

  • Five or more years of progressively responsible experience in financial administration and accounting and management. Cost accounting experience highly desirable.

  • Polished communication and interpersonal skills.

  • Must have intermediate to advanced Excel skills (VLookup, Pivot Tables, etc).

  • Must be detail oriented, organized, and a team player.


Benefits


We know that our greatest asset is our people. We strive to empower our employees to take on rewarding challenges, focus on client solutions and be drivers of innovation as our industry evolves. We consider our employees family and not only embrace diversity, but seek it out in all forms.



  • We offer a medical, dental, and vision package.

  • We offer a 401k retirement plan.

  • Our employees enjoy company paid and voluntary life insurance.

  • We have health and dependent care spending accounts.

  • Our employees earn PTO at 10 PTO days per year, which start accruing after 90 days.

  • 9 holidays during the calendar year.


Be the next all-star on our team of experts and apply today!


We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


 



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Job Description


JOB SUMMARY


Our client in Union city is looking for a Senior Staff Accountant who will handle accounting and financial operations.


ESSENTIAL FUNCTIONS


Perform all duties as assigned in a timely, accurate and professional manner.



  • Monthly billing and other Accounts Receivable aspects

  • Accounts Payable and Banking

  • Cash receipts. Prepares ACH for direct debits and deposits.

  • In conjunction with the Controller maintain the general ledger, including preparation of journal entries to assure that all transactions are recorded in a timely and accurate manner. Responsible for timely and accurate preparation of all account reconciliations.

  • Bank accounts and balance sheet account reconciliations

  • External annual audits-prepares documents and accounts schedule analysis.

  • Attend and participates in workshops, seminars and staff meetings as approved by Accounting Manager and Controller.


Requirements



  • 3 years of accounting or finance experience including all major functions

  • Some nonprofit, health care or senior care experience helpful.

  • Computer skills including spreadsheet preparation, database management, and word processing (Microsoft Office – Excel, Outlook, and Word) and accounting software programs (General ledger, timekeeping and scheduling, Payroll and Health Care Management)


Company Description

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.


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Job Description


Beautiful bayfront hotel is searching for a Director of Finance to join the team. The ideal candidate has 5-10+ years of hotel accounting experience and 3-4 years of management experience.


Director of Finance Responsibilities



  • Analyzing and interpreting financial statements

  • Financial planning, budgeting, and forecasting

  • Generate daily, monthly, and yearly financial reporting

  • Strong P&L knowledge and internal & external audits


Director of Finance Requirements



  • 5-10+ years of hotel accounting experience at a medium to large property (200+ rooms)

  • 3-4 years management experience

  • Full-service hotel experience helpful, but not required


Director of Finance Benefits



  • Excellent benefits package

  • Relocation available for the right candidate


Company Description

We/Our client is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest and conviction records.

REACH: We have successfully recruited in the hospitality, medical, finance and accounting, and manufacturing and engineering industries. We have a diverse group of clients within each of our industries that support our ability to connect candidates with the opportunities that are right for them.

DEPTH: We approach things a little differently than most recruiting companies. We build relationships with our clients and candidates in order to aid in making a successful long-term match.

SUPPORT: As a job seeker, there are no fees - we are here to support and assist you in finding that successful long-term match. We pride ourselves on being partners and guides with our candidates and clients as we develop an intelligent, hand-tailored process that does not waste their time.

See more information about open positions on our Goodwin Recruiting website:
https://jobs.goodwinrecruiting.com/


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Job Description


 Ledgent Finance and Accounting is sourcing for a Staff Accountant on a temporary basis in San Francisco for a well-known Law Firm, located right in the Financial District off of BART! 

To apply to this position, please send resume to lbrazil@ledgent.com – Attn: Leslee

Position: Staff Accountant
Duration: Temporary (3-4 months)
Location: San Francisco


Duties of Staff Accountant include:



  • Performs various activities associated with maintaining general ledger accounts.

  • Prepares detailed reconciliations for domestic and international bank accounts as well as other assets and liabilities.

  • Supports the internal control activities, including controls testing and random audit of transactions.

  • Ensures best practice in accounting and procedures, maintenance of fiscal records, and account analysis and reconciliations.

  • Ensures client services and satisfaction are attained in all areas of position.


 
Qualifications of Staff Accountant:



  • Bachelor’s degree in Accounting, Finance, or Business Administration required.  

  • Three (3) years of financial accounting, general ledger and internal controls experience.   

  • Direct experience in general ledger account and bank reconciliations and analyses, variance analyses, maintaining and analyzing accounting ledgers with multiple entities, the month-end journal entry process,  and financial reporting.

  • Demonstrated experience in preparing detailed accounting schedules in Excel.

  • Legal or professional services background with international exposure preferred.



To apply to this position, please send resume to lbrazil@ledgent.com – Attn: Leslee


Company Description

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.


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Job Description


 Payroll Clerk (immediate temp to hire need)


1-2 years of Payroll processing desired but will train for the right candidate


Must have strong 10Key and data-entry skills


Able to work in a fast paced environment 


Intermediate Excel and able to learn new systems


Excellent communication skills needed 


Company Description

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.


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