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Net Impact is currently seeking a fast-moving, highly organized, and thoughtful professional to serve as its Senior Finance Associate. The Senior Associate will partner with the Associate Director, Finance and Operations to execute all aspects of finance at Net Impact.

This is an exceptional opportunity for those who are interested in nonprofit or small business financial management and have the aspiration to develop in a fast-faced organization positioned for significant growth. The ideal candidate will be a system-oriented thinker who enjoys working with numbers, ideally with 1 to 3 years of experience in financial projections, budget management and data analysis in any industry.

At this time, Net Impact can only consider applicants with authorization to work in the United States on a permanent, full-time basis. Unfortunately we cannot provide visa sponsorship.

Major responsibilities include: 


  • Work with Associate Director to execute all finance and accounting operations including but not limited to supporting the annual budgeting process, monthly and quarterly financial projection process, restricted grant management and reporting, expense tracking, cash management, budget to actual board reporting and the annual audit

  • Produce internal financial management reports, including key financial metrics and regular reporting

  • Support Associate Director in conducting financial analysis on Net Impact’s largest initiative, Up to Us, to drive program financial efficiency and effectiveness

  • Support Associate Director in developing and managing program budgets and developing ongoing projections with staff

  • Support the preparation of the outsourced annual tax filings

  • Support the management of Net Impact system of policies, internal controls, accounting standards, and procedures and educate and assist team with the stated policies

  • Conduct ad hoc financial analysis as required and complete ad hoc projects as needed

Overall Qualifications / Requirements:

Our ideal candidate is someone who is passionate about efficiency and effectiveness, and has a background executing finance activities at a similar sized or larger organization. Direct nonprofit finance/accounting experience is preferred but not required. Candidates without nonprofit experience but has had exposure to financial projection or budget management through academics or volunteer positions in any industry are welcome to apply.


  • 1 to 3 years of experience in financial projections, budget management and/or data analysis in any industry (could be concurrent with school)

  • High standards for excellence and exceptional attention to detail

  • Proven analytic abilities, including quantitative analysis, proficiency with Excel

  • Motivated self-starter with ability to establish and meet goals and objectives

  • Shows great personal discretion and ability to maintain confidentiality on financial information

  • Deep commitment to Net Impact’s mission to inspire and equip emerging leaders to build a more just and sustainable world

To Apply

Please send the following application materials directly to careers@netimpact.org. Applications submitted via other channels or without all materials will NOT be considered. Please write your name and the title for this position (“Your name – Senior Finance Associate”) in the subject line of your email. 


  1. Thoughtful cover letter explaining your interest in the position and your qualifications

  2. Resume

  3. Salary expectations

About Net Impact

Net Impact inspires and equips emerging leaders to build a more just and sustainable world. Today’s students and emerging professionals will bring positive change to the world’s most pressing challenges. Net Impact is a leadership accelerator for these future change makers. Our programs help new leaders broaden their thinking, build their networks, and scale their impact beyond just individual actions. Simple ideas become powerful initiatives with real impact. In addition, the annual Net Impact Conference is renowned as a premier inspirational gathering for next-generation leaders who want to transform the world. With more than 400 chapters in nearly 50 countries, the Net Impact network is a diverse and determined force for good. Their local actions create ripples that reach tens of thousands of individuals and make an impact on some of the most pressing issues of our time. Please visit www.netimpact.org to learn more about our work.

Commitment to Diversity and Equal Opportunity Employment Policy

Net Impact encourages individuals of all ethnic, racial, and socioeconomic backgrounds to apply for this position. We are committed to maximizing the diversity of our organization, as we want to engage all those who can contribute to our mission and making impact.

Net Impact is committed to providing equal employment opportunities to all qualified applicants and does not discriminate on the basis of race, color, ethnicity, religion, sex, gender, gender identity and expression, sexual orientation, national origin, disability, age, marital status, veteran status, pregnancy, parental status, genetic information or characteristics (or those of a family member) or any other basis prohibited by applicable law. 

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Title: Accountant/Financial Analyst

Summary of Job: Under the general supervision of the Accounting Manager, the Accountant performs various professional accounting support to the Finance Department.

Duties include complex accounting tasks including maintenance and analysis of accounting records, report development in the Fund EZ accounting program, analysis of programmatic expenditures and review with program managers to ensure efficient and effective use of funds, preparation of accounting schedules, reports and financial statements, preparation of journal entries and reconciliation of ledger accounts; ensuring compliance with generally accepted accounting principles and organization’s policies, procedures and contracts

The Accountant will also provide administrative support in other areas as directed by the Accounting Manager or Finance Director.

Essential Duties and Responsibilities:


  • Prepare program financial reports that compare actual results to budget and other metrics and provide any needed analysis for distribution to program managers.

  • Assist in preparation of monthly, quarterly, and annual financial statements and preparation for review by internal and external sources.

  • Work with department managers to provide support in understanding budgetary reports and assessing budget needs, and to create and enforce compliance protocols.

  • Perform standard and ad-hoc analysis to support Accounting Manager, Finance Director, and management in month-end close analysis, audits, policy compliance, taxes, annual budget process, management reporting, and other projects.

  • Manage distribution of monthly emergency services and program items. Includes distribution, reconciliation, reporting, and analysis of usage and projected needs.

  • Responsible for revenue accounting including reconciliation and review with Development Department.

  • Assist the Accounting Manager in preparation for the annual audit.

  • Work closely with Accounting Manager and Finance Director on the creation of the annual budget. This includes global budget, program budget and allocations.

  • Provide back-up support for accounts payable and receivable, petty cash, voucher disbursements, and emergency checks.

  • Gather, prepare, and/or maintain a variety of records, reports, fiscal data and confidential records. Maintain orderly files for audit purposes.

Core Competencies:

All HPP Staff are expected to meet the expectations of our Core Competencies:



  • Accountability and Reliability: Shows honesty, integrity, responsibility, initiative, and is mindful of impact on team/organization.


  • Collaboration: Participates in agency wide/cross team efforts, shares knowledge and skills, values cohesion and integrity of team.


  • Communication: Respectful, effective, proactive and willing to engage in hard conversations.


  • Continuous Learning: Seeks out new challenges, applies new skills, shows growth.


  • Professional Conduct: Clear boundaries, refrains from gossip/splitting, follows agency standards per Handbook and Policies & Procedures.

Qualifications:


  • Accounting degree strongly preferred; or a Bachelor’s degree with a minimum of 5 years related and progressive work experience in non-profit accounting.

  • Experience with Fund EZ or other enterprise level business accounting software strongly preferred.

  • Excellent analytical skills and the ability to identify trends and opportunities for efficiencies or improvements.

  • Excellent organization, prioritization, and interpersonal communication skills, service oriented behavior and ability to use good professional judgment required.

  • Ability to communicate financial concepts to non-finance staff in a constructive and collaborative manner.

  • Detail oriented.

  • Flexible; handle multiple tasks with the ability to meet critical deadlines. Ability to meet short-term and long-term goals and project deadlines.

  • Ability to work independently.

  • Experience with multi-cultural/multi-lingual populations/multi-disciplinary teams preferred.

  • Understanding of, and commitment to, social justice, and HPP’s mission and organizational values.

  • Advanced skills in PC/Word processing/database/spreadsheets systems/Fund EZ and integrating these to produce complex reports and documents.

Physical Requirements: This position requires the ability to work under stress and handle multiple project deadlines. The position may require moderate lifting.

Work Environment: Fast-paced, multi-cultural, collaborative work environment

Hours: 39 hours/week

Reports to: Accounting Manager

Directly Supervises: None

Please include cover letter with resume.

The Homeless Prenatal Program is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

About HPP:

The Homeless Prenatal Program (HPP) believes every family wants to deliver healthy babies and raise healthy children in a stable and nurturing home. Seizing the motivational opportunity created by pregnancy and parenthood, HPP partners with families to help them recognize their strengths and trust in their own capacity to transform their lives. At the heart of our program is non-judgmental, supportive case management provided by Family Case Managers, the majority of whom were once HPP clients themselves. As the first agency in San Francisco to hire and promote former clients as employees, HPP is unique in that the community it serves has – from the organization’s inception in 1989 – guided its growth and evolution. HPP serves over 3,500 clients per year through supportive, holistic programs including: Prenatal Classes and Support Group, Mental Health Services, Childcare Center, Housing Assistance, Emergency Services and Case Management.

Job Type: Full-time

Salary: $65,000.00 /year

Experience:


  • non-profit: 1 year (Preferred)

  • accounting: 1 year (Preferred)

Education:


  • Bachelor's (Preferred)

Work Location:


  • One location

Benefits:


  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off

  • Flexible schedule

  • Parental leave

  • Professional development assistance

  • Tuition reimbursement

This Company Describes Its Culture as:


  • Outcome-oriented -- results-focused with strong performance culture

  • People-oriented -- supportive and fairness-focused

  • Team-oriented -- cooperative and collaborative

This Job Is:


  • A “Fair Chance” job (you or the employer follow Fair Chance hiring practices when performing background checks - learn more at https://start.indeed.com/fair-chance)

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

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The Billing Specialist is responsible for our billing process to ensure all bills are paid by managing customer accounts, collecting payments, and updating accounts to reflect change.

About Scott Byron & Co.:Founded in 1983, Scott Byron & Co. in Lake Bluff, IL is a leading, Chicago-area landscape firm with a long-standing reputation for creating elegant, outdoor environments for both residential and commercial properties. The company’s 250 employees design, build and maintain extraordinary environments while creating an expression of Art in Harmony with Nature. Visit www.scottbyron.com to learn more.

Responsibilities Include:


  • Prepare invoices, statements, and other documents.

  • Manage the status of accounts and balances and identify inconsistencies.

  • Issue and post bills, receipts, and invoices.

  • Update accounts receivable database with new accounts or missed payments.

  • Ensure all customers remain informed on their outstanding debts and deadlines.

  • Provide solutions to any relative problems of customers.

  • Communicate with customers and internal individuals to discuss adjustments.

  • Allocate job costing reports.

  • Ability to review errors and make accurate judgments to correct.

  • Type documents: contracts, work orders, and other documents.

Skills:


  • Experience with Sage Accounting Software

  • Proficient in Microsoft Outlook, Word and Excel (v-lookup, pivot tables, formulas, etc.)

  • Understanding of accounting concepts to be able to justify reasoning/findings to others

  • Experience with job costing.

  • Ability to monitor and collect data to accurately analyze data

  • Create documentation, financial reports and/or presentations to communicate data

  • Ability to analyze and diagnose problems

  • Work independently, with little direction

  • Excellent communication skills, written and verbal, ability to clearly communicate issues to management

  • Ability to adapt, learn quickly, and be flexible

  • Strong organization and analytical skills

Benefits:


  • Comprehensive Group Medical Coverage

  • Dental

  • Vision

  • 401(k) Savings Plan

  • Paid Holidays

  • Paid Vacation

  • Paid Life Insurance

  • Flexible Spending Account

  • Cafeteria 125 Program

  • Long Term Disability

  • Supplemental Term Life Insurance

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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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 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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Position Overview

The Member Accounts Specialist is responsible for ensuring that all membership systems for onboarding, billing and offboarding are working seamlessly in coordination with each other and related external systems. This position engages internal and external stakeholders to generate an accurate and timely flow of quantitative and qualitative membership data and reports to the organization. Familiarity and engagement with all stakeholders, especially members, as well as systemic view of the organization, its business and social context are key components of this position. The Membership Specialist may also be assigned with training staff, interns, and/or volunteers to fulfill special projects and mission critical tasks.The Membership Specialist is responsible for the following areas:

Member Data and Relationships Management

Responsible for maintaining the backend member and contact database and serving as the “owner” of our MRM (member relationship management) system for all coworking and office members. This includes, but isn’t limited to the following:


  • Review and maintain membership database

  • Review exception reports to maintain database integrity

  • Create membership sales strategy 

  • Create surveys about member needs, and interests

  • Work with marketing manager for sales strategy execution/logistics

Member Service and Issue Resolution

This role is responsible for resolving all billing issues and updating recurring billings for our office suite holders


  • Researching and resolving billing issues and disputes, including reconciliation of accounts receivable

  • Collection of accounts receivable

  • Contacting Nexudus Support for system issues

  • Communication with members to update declined and expired credit cards

  • Responding to hibernation and special arrangement requests from members

  • Generating and refunding invoices 

  • Proactive communication and hands-on training with members to resolve billing and online account issues in a timely manner

  • Updating and tracking of Office membership payments to ensure accuracy. 

Bookkeeping


  • Tracking and entering Events A/R 

  • Entering bills for approval and payment on a weekly basis

Reporting

This role has a key responsibility to produce metrics and membership reports for Impact Hub Oakland that are insightful and actionable, and plays a key role in providing the information needed to develop strategy and execute marketing campaigns.


  • Produce monthly reports to show an accurate and informative picture of member health and history, including new members, churn rate, billing delinquency, growth rates

Training and Documentation

This role has the responsibility to maintain documentation on our backend billing systems and ensure that key staff are trained and informed of updates and new functionality. This includes, but is not limited to:


  • Prepare and annually update procedures report, including a flow chart and descriptions of systems used

  • Train staff and interns on use of systems and documentation

About You 

You are committed to Impact Hub Oakland’s mission to connect, inspire and enable our members to create impact for a better world. In addition, you are:


  • A professional with significant experience and history as a customer service superstar, complete with an upbeat personality, excellent verbal and written communication skills, strong interpersonal skills and high social/emotional intelligence. 

  • Highly proficient in database systems, including data entry, data manipulation, building queries, and report generation

  • The ideal candidate will have a Bachelor’s degree and 2-7 years of experience as an Invoice Analyst, Financial Analyst or within a corporate Accounting function or service provider.

  • Has experience in billing & A/R collection

  • An expert in Excel, including programming formulas and spreadsheet manipulation, and generally excellent at working with numbers, spreadsheets and math.

  • Awesome at data analysis and delivering insight that can guide decision making through creating reports for a wide range of audiences.

  • Someone who takes joy in working collaboratively with your team members, and understands that it takes everyone working together to create an exceptional member's experience and a successful business.

  • Organized, detail-oriented, action-oriented, efficient adaptable and entrepreneurial. 

  • Mission-driven, self-directed, with loads of integrity and a positive attitude.

  • A creative problem solver, willing and able to work independently and collaboratively, and comfortable with responding quickly and flexibly to changing deadlines, conditions and situations

  • Experienced in training users on data systems, and documenting procedures and policies

  • Computer proficient with experience with basic computer platforms (gmail, excel, word, Google drive, etc.). Ideally has experience with Authorize.net. Easily learns new platforms and without hesitation.

Workflow & Arrangements:  25 hours per week, remote and in office (schedule tbd) with one weekly meeting in house (Monday).

Reports to: Interim CEO and CFO

To apply: To apply: Please send cover letter and resume to  david@oakland.impacthub.net and jobs@oakland.impacthub.net by 12/13/19

Impact Hub Oakland is an equal opportunity employer and places a high value on workforce diversity. We want to have the best available person in every job. Impact Hub Oakland policy prohibits unlawful discrimination based on race, color, creed, gender, religion, marital status, registered domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition including genetic characteristics, sexual orientation, or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination against a person who is perceived to have any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.

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Position Overview

The Accounting Associate is a key member of the KIPP team and reports to the Controller. This person will assist with the day-to-day financial operations of our schools and regional office in the areas of accounting, accounts payable, financial audits, and vendor relations. Additionally, they will work with the accounting team to build a scalable and efficient financial infrastructure, provide exceptional service and support to our schools, and ensure their continued financial success.

The ideal candidate for this position will have strong organizational skills, a detail-oriented approach, and the ability to learn quickly and problem-solve. Must be an excellent communicator who enjoys working with people and is a continuous learner. This is a great opportunity to develop your skills and grow as an accounting professional. We are looking for someone who is passionate about KIPP’s mission and is eager to learn.

The Accounting Associate will be based out of our Regional Support Office (RSO) in downtown Oakland (BART accessible).

Roles and Responsibilities: Primary responsibilities include, but are not limited to, the following:

Accounts Payable


  • Approve and review the online accounts payable portal and ensure all invoices are forwarded to Concur in a timely manner.

  • Approve monthly reimbursement requests via Concur and import data to the accounting system

  • Work closely with Operations Managers and Directors at our schools to answer day-to-day accounting related inquiries

  • Follow up on vendor and reimbursement outstanding checks

  • Correspond with vendors and respond to inquiries

  • Maintains accurate vendor records in the accounting software and request W-9 forms as needed.

Year-End Closing and Financial Audits


  • Assist with semi-annually financial closing

  • Assist the accounting team during Spring and Fall on-site audit

  • Enter all prior fiscal year invoices and reimbursements

  • Gather necessary documentation for audit preparation— including checks, deposit documentation, bank statements, and invoices

  • Prepare and file annual IRS Forms 1096 and 1099

  • Manage annual unpaid use tax to CA Board of Equalization and responsible to correspond to all inquiries.

Potential Opportunities for Growth


  • Train new Operations Managers on accounting policies and procedures

  • Hold monthly RSO Concur office hours

Skills and Qualifications


  • Unquestioned integrity and commitment to KIPP Bay Area Public Schools’ mission. A firm belief that all children will learn and can achieve at high levels

  • Bachelor’s degree

  • Demonstrated experience or interest in accounting, for example— proficiency in MIP (Sage/Abila) and/or other accounting software systems; accounting work experience; or accounting degree, emphasis, and/or certification

  • Proficient in Microsoft Office (e.g. Word, Excel) and Google applications (e.g. Mail, Calendar, Docs, Drive)

  • Proficient in business writing and communication

  • Ability to set priorities in a fast-paced work environment, pay attention to detail, and multi-task

  • Articulate, professional demeanor with strong self-confidence and initiative

  • Humility and respect: eager to learn, admit mistakes, and welcomes and responds effectively to constructive feedback

Compensation

We are dedicated to you and your family’s well-being! KIPP offers a competitive salary as well as a comprehensive benefits package including medical, dental, vision, and transportation benefits.

Job Type: Full-time

Experience:


  • relevant: 1 year (Preferred)

  • accounts payable: 1 year (Preferred)

Education:


  • Bachelor's (Required)

Work authorization:


  • United States (Required)

Work Location:


  • One location

Benefits:


  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off

  • Parental leave

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ROLE PURPOSE:

Mia’s Kitchen’s Finance Manager will work alongside Mia’s Kitchen’s Founders and Don & Sons Executive team to take the company to the next level by driving operational effectiveness and efficiency. We are seeking a talented Finance Manager with 5-7 years’ experience with leadership teams for small to mid-sized companies, with a track record of success in overseeing budgeting, general ledger, AR & AP functions, and inventory management while ensuring that accounting activities are in accordance with established legal, regulatory, and company requirements.

Our Finance Manager will be heavily involved in the corporate strategy, and be a key leader driving the evolution of Mia’s Kitchen as it moves towards leveraging its category strength and brand equity of specialty food products.

Mia’s Kitchen is at a growth stage in the company’s evolution and is seeking a Finance Manager that is excited about this growth stage and that can be an impact player in the future of the company.

PRIMARY DUTIES & RESPONSIBILITIES:

· Provide strong leadership and help build strategic vision and tactical execution to drive revenue growth, profitability, and capital efficiency.

· Ensuring a governance structure is in place to achieve sustainably effective and efficient operational execution that increases shareholder value and facilitates employee and organizational well-being.

· Accountable for all financial, accounting, purchasing, cash flow, analytics, and risk management controls and requirements of the organization.

· Leads and ensures all financial and operational planning processes. Including Strategic Planning, Annual Operating Plans, Rolling Forecasts, Sales & Operations Planning, and supporting models for Revenue/Pricing, Margin Analysis/Control, product development, costing, etc.

· Help create a platform to gain a better understanding of profitability by revenue stream.

· To support product pricing strategies, market segmentation, channel development, product innovation/development, etc.

· Consolidates and communicates financial performance updates and comments to the Executive Team, the Advisory Board and the organization.

· Collaborates with the VP of Operations to ensure procurement, manufacturing, and logistics are optimizing cost/quality/service and continuously driving improvements across all factors.

· Collaborates with marketing resources to ensure marketing investments are sound and align on key performance indicators of what successful campaigns and spends are realized. As well as ensuring margins are met.

· Collaborates with Director of Sales to ensure trade and slotting investments are delivering the aligned ROI’s.

· Ensures full compliance with all regulatory and contractual obligations, and efficient completion of the year end-end financial review and the publication of the audited consolidated financial statements.

· Establishing and maintaining relationships with financial institutions, insurance brokers, auditors, finance and legal service providers as needed.

· Keeps informed of innovations in financial and tax management thru networking and professional associations.

EDUCATION, KNOWLEDGE & EXPERIENCE:

· Bachelor's degree in accounting and at least 5-7 years progressive accounting experience. CPA or MBA is highly desirable

· Advanced knowledge of generally accepted accounting principles

· Proficiency in G/L accounting software, Quickbooks, Google Suite, Word, Excel, Microsoft Outlook

· Strong analytical skills to read and interpret variances in financial results

· A demonstrated ability to be a strong leader with the intellectual honesty, open mindedness, and rigor to defend their strategic direction and support it with data while considering the position of others.

· Accuracy, attention to detail and ability to meet deadlines while operating in a fast paced, time constrained environment

· Ability to manage multiple projects & negotiate competing priorities

· Ability to participate in making decisions and able to spend time on routine items that are mission critical

· Supervisory experience

COMPETENCIES:

· An understated confidence evidenced by approach-ability, appreciation for all levels of an organization, and a calm composure even when faced with stress or confrontation.

· A desire to lead more than manage, to coach more than supervise, and to create an environment where employees develop into competitive assets.

· A willingness to prioritize building a cohesive company & culture over individual functional success.

· Set a high standard for written and oral communication skills.

PHYSICAL:

· Must be capable of lifting to 35 pounds up and over their head

· If asked to drive a company vehicle, must have a valid California Driver’s License, be insurable by the company and be able to operate a motor vehicle safely

· Must be able to sit or stand for long periods of time

· Must be able to travel

Job Type: Full-time

Work Location:


  • One location

Benefits:


  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off

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About KIPP Bay Area Public Schools

KIPP is a non-profit network of 224 college-preparatory, public charter schools across the country educating early childhood, elementary, middle, and high school students. KIPP schools are united by a common mission, a commitment to excellence, and a belief that if we help children develop the academic and character strengths they need for college and choice-filled lives, they will be able to build a better tomorrow for themselves, for their communities, and for us all.There are currently 15 KIPP schools across the Bay Area educating nearly 6,000 students in East Palo Alto, Oakland, San Francisco, San Lorenzo, San Jose, and Redwood City and supporting over 3,000 alumni around the country. 

Position Overview

The Accounting Associate is a key member of the KIPP team and reports to the Controller. This person will assist with the day-to-day financial operations of our schools and regional office in the areas of accounting, accounts payable, financial audits, and vendor relations. Additionally, they will work with the accounting team to build a scalable and efficient financial infrastructure, provide exceptional service and support to our schools, and ensure their continued financial success.The ideal candidate for this position will have strong organizational skills, a detail-oriented approach, and the ability to learn quickly and problem-solve. Must be an excellent communicator who enjoys working with people and is a continuous learner. This is a great opportunity to develop your skills and grow as an accounting professional. We are looking for someone who is passionate about KIPP’s mission, and is eager to learn.The Accounting Associate will be based out of our Regional Support Office (RSO) in downtown Oakland (BART accessible).

Roles and Responsibilities: Primary responsibilities include, but are not limited to, the following:Accounts Payable


  • Approve and review online accounts payable portal and ensure all invoices are forwarded to Concur in a timely manner.

  • Approve monthly reimbursement requests via Concur and import data to accounting system

  • Work closely with Operations Managers and Directors  at our schools to answer day-to-day accounting related inquiries

  • Follow up on vendor and reimbursement outstanding checks

  • Correspond with vendors and respond to inquiries

  • Maintains accurate vendor records in the accounting software and request W-9 forms as needed.

Year-End Closing and Financial Audits


  • Assist with semi-annually financial closing

  • Assist accounting team during Spring and Fall on-site audit

  • Enter all prior fiscal year invoices and reimbursements

  • Gather necessary documentation for audit preparation— including checks, deposit documentation, bank statements, and invoices

  • Prepare and file annual IRS Forms 1096 and 1099

  • Manage annual unpaid use tax to CA Board of Equalization and responsible to correspond to all inquiries.

Potential Opportunities for Growth


  • Train new Operations Managers on accounting policies and procedures

  • Hold monthly RSO Concur office hours

Skills and Qualifications


  • Unquestioned integrity and commitment to KIPP Bay Area Public Schools’ mission. Firm belief that all children will learn and can achieve at high levels

  • Bachelor’s degree

  • Demonstrated experience or interest in accounting, for example— proficiency in MIP (Sage/Abila) and/or other accounting software systems; accounting work experience; or accounting degree, emphasis, and/or certification

  • Proficient in Microsoft Office (e.g. Word, Excel) and Google applications (e.g. Mail, Calendar, Docs, Drive)

  • Proficient in business writing and communication

  • Ability to set priorities in a fast-paced work environment, pay attention to detail, and multi-task

  • Articulate, professional demeanor with strong self-confidence and initiative

  • Humility and respect: eager to learn, admits mistakes, and welcomes and responds effectively to constructive feedback

Compensation

We are dedicated to you and your family’s well-being! KIPP offers a competitive salary as well as comprehensive benefits package including medical, dental, vision, and transportation benefits.

How to Apply 

Please submit a cover letter and resume by clicking the link below.

https://jobs.jobvite.com/kippbayarea/job/oMNSafwl 

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Organizational Overview

RDA is a woman owned consulting firm whose mission is to strengthen government and nonprofit efforts to promote social and economic justice for vulnerable populations. We embrace this mission as a staff and as individuals, both through our work and in our lives. Our commitment to social justice transcends our titles and our job descriptions.

We provide consultation to city, county, and state agencies and non-profit organizations through the provision of planning, evaluation, resource and organizational development, data analysis, facilitation, and training and technical support.  Our efforts are aimed at addressing persistent social, health and economic problems of populations served by public agencies.  Learn more about our mission, services, and strengths-based approach to our work at www.resourcedevelopment.net.

 

Position Overview

The Business Operations Associate will work as a member of the Operations Team and will coordinate the organization’s client invoicing and contracting processes. The Business Operations Associate will work closely with RDA’s Directors, Director of Finance, Talent and Operations, and other staff to ensure efficient systems and processes are in place to support the organization’s bottom line.  This person should be a self-directed quick learner with demonstrated ability to be an effective, efficient and positive team member. This is a full-time, exempt mid-level position.  

 

Responsibilities

Invoicing:


  • Work with Operations team to prepare and track monthly invoices using Unanet (an integrated accounting and project management system) and ensure invoices are submitted to clients in a timely manner 

  • Track all contract guidelines as related to invoicing and ensure compliance (including but not limited to tracking expenses, client invoice system management, and supplemental form preparation)

Contracts and Subcontractors:


  • Work closely with Project Delivery and Operations staff, providing quality assurance and project set up in Unanet

  • Support Project Managers during contract negotiations as needed and coordinate timely contract execution

  • Develop contract management tracking system in Unanet and manage client contract files 

  • Coordinate subcontractors including contracting, invoicing, and set up in Unanet

  • Work with Operations team to acquire necessary insurance documentation and form completion

Practice Support: 


  • Arrange staff travel and other project expenses according to contract guidelines

  • Assist Practice Directors with meeting coordination and set up

  • Continuously improve and update documentation and systems

  • Other practice and project support duties and responsibilities as needed 

 

Minimum Qualifications


  • Minimum 5 years of experience as Accountant, Bookkeeper, or Administrative Project Manager 

  • Experience with invoicing utilizing electronic accounting systems and demonstrated ability to learn new systems

  • High level of integrity, responsibility and attention to detail

  • Demonstrated experience using Unanet preferred 

 

Employee Benefits


  • Generous vacation and sick leave

  • RDA sponsored life and AD&D insurance

  • 401k, with RDA discretionary match after 2 years of employment

  • 100% RDA sponsored health, dental, and vision insurance

  • RDA sponsored long and short-term disability insurance

  • Pre-tax flexible spending accounts for medical, dependent care, and transit and parking expenses

 

To Apply:  Please send cover letter and resume to careers@resourcedevelopment.net with the subject line “Business Operations Associate”. This job will remain open until filled.  No phone calls please.  RDA appreciates each application it receives, but due the volume of responses for positions at RDA, only candidates who best fit the needs of the organization will be contacted.

As an equal opportunity employer, RDA is committed to equity and inclusion. Candidates from all backgrounds and experiences are encouraged to apply.

 

 

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Job Description


Financial Planning & Analysis (FP&A) Manager


ABOUT THE COMPANY AND OPPORTUNITY


Our client is a leading nonprofit in the health space and they are looking to add a Financial Planning & Analysis (FP&A) Manager to their growing team. This organization boasts a team-oriented culture and provides its’ employees with the tools and training necessary to succeed in the role.


Some highlights:



  • Newly created position

  • Growth opportunities available

  • Highly desired and well-known organization to work for

  • Ability to make your mark on the organization

  • Will have a lot of influence in the organization

  • Chance to be a visionary and create processes

  • Competitive benefits


 


RESPONSIBILITIES OF THE FINANCIAL PLANNING & ANALYSIS (FP&A) MANAGER



  • Serve as a leader for the budgeting and forecasting processes

  • Supervise and manage one Financial Analyst

  • Work with FP&A Director on analysis, reporting, forecasting, and budgeting

  • Handle advanced data management and financial analysis

  • Maintain Cognos budget system and give budget training

  • Set annual performance targets and track progress

  • Develop comprehensive analyses and presentations for senior leadership

  • Work closely with Business Analyst on financial systems, data integrity, and streamlining


 


EXPERIENCE PREFERRED FOR THE FINANCIAL PLANNING & ANALYSIS (FP&A) MANAGER



  • Bachelor's degree

  • 7+ years' experience in financial analysis

  • Knowledge of enterprise budgeting and financial systems

  • Healthcare experience is a plus

  • Excellent written and verbal communication skills


Company Description

CFS is a leading, employee-owned staffing firm. With more than two decades of experience helping companies locate, attract and hire exceptional accounting & finance professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management.

CFS has twice been named to Forbes’ list of “Best Professional Recruiting Firms” and twice cited by LinkedIn as one of the “Most Socially Engaged Staffing Agencies."

www.cfstaffing.com


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Job Description


Our client, located in Stamford, is a full-service hotel designed for business travelers. They have partnered with Creative Financial Staffing in their search for a Financial Planner & Analysis to provide financial consulting and strategic support to senior management. The candidate can expect to assist with the company’s forecasting, budgeting, & operating plan variance analysis.


Our client promotes a high-level teamwork environment, along with a favorable benefits package including medical/dental, PTO, & a 401(k) Savings Plans.


Responsibilities:



  • Identification and monitoring of key performance statistics/ratios with analysis and reports on significant variances.

  • Monthly review of P&L accounts and investigation of significant variances.

  • Maintaining and updating schedules of fixed asset additions by major project.


Qualifications:



  • BS in Finance or Accounting

  • 3-5 Years in Hospitality or Real Estate

  • Proficient Sage X3 system experience. Knowledge of GAAP

  • Overall excellent analytical skills Budgeting/Forecasting experience

  • Ability to work in a team environment and communicate ideas/findings effectively


 


Company Description

CFS is a leading, employee-owned staffing firm. With more than two decades of experience helping companies locate, attract and hire exceptional accounting & finance professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management.

CFS has twice been named to Forbes’ list of “Best Professional Recruiting Firms” and twice cited by LinkedIn as one of the “Most Socially Engaged Staffing Agencies."

www.cfstaffing.com


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Job Description


We are seeking a Financial Planning Analysis Manager! You will be responsible for the effective management and profitable operation of your assigned branch office.


Responsibilities of Financial Planning Analysis Manager:



  • Coordinate the approval process for all loans and lines of credit

  • Oversee the flow of cash and financial investments

  • Analyze information to assess current and future financial statuses

  • Review costs for optimal budget planning

  • Evaluate reporting systems and collection procedures


Qualifications for Financial Planning Analysis Manager:



  • Previous experience in financial branch management, financial services, or other related fields

  • Knowledge of common banking practices

  • Strong leadership qualities

  • Ability to work under pressure


Company Description

CFS is a leading, employee-owned staffing firm. With more than two decades of experience helping companies locate, attract and hire exceptional accounting & finance professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management.

CFS has twice been named to Forbes’ list of “Best Professional Recruiting Firms” and twice cited by LinkedIn as one of the “Most Socially Engaged Staffing Agencies."

www.cfstaffing.com


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Job Description


Choosing a career with ECMC Group means joining a nonprofit corporation with a mission to help students succeed. With a vibrant mission and values, great benefits, and strong community involvement, ECMC Group companies are an ideal team to join.



Job Summary:


Under the direction of the Director, Financial Planning & Analysis, the Senior Financial Analyst is responsible for providing analytical decision support to business teams across the ECMC Enterprise, providing support for completion of annual plans, quarterly forecasts, and long-range plans, and providing modeling support for strategic initiatives. Identifies and quantifies cost savings and improvement opportunities across the organization.



ESSENTIAL DUTIES AND RESPONSIBILITIES:




  • Develops relationships with senior level executives to understand organizational strategy and provide appropriate financial support and analysis.

  • Develops analytics and provides recommendations to Senior management on an as needed basis to help in the analysis and implementation of strategic initiatives

  • Creates, consolidates and maintains all ECMC Group

  • Prepares variance analysis related to month-end close and areas of optimization for the organization

  • Partners across all divisions to develop future forecasts and identify concerns or opportunities

  • Prepares and analyzes monthly KPI metrics

  • Acts as a financial liaison with business partners

  • Prepares financial scenarios, multi-year projections and models, and other ad-hoc reporting as needed to support the executive team in project planning and driving organizations strategic initiatives.

  • Provides external reports as needed (regulatory, accreditor, banks, insurance, audits, etc.)

  • Complies with all ECMC Group Policies

  • Performs other duties as assigned


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 accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE

Required



  • Bachelors Degree in Finance, Accounting or related business field or equivalent related experience

  • 6+ years progressive experience in an accounting or financial role

  • 3+ years in an FP&A environment



Preferred



  • MBA

  • Experience with Adaptive Insights financial planning application

KNOWLEDGE, SKILLS and ABILITIES

  • Ability to maintain confidential information

  • Ability to self-manage

  • Ability to identify problems, understand and provide business solutions

  • Strong interpersonal, critical thinking and problem solving skills

  • Detail oriented

  • Excellent analytical skills

  • Strong written and verbal communication skills

  • Proficient knowledge and skills working with Microsoft Office, including Excel and PowerPoint.

  • Ability to effectively manage multiple projects and deadlines

  • Ability to manage conflicting priorities and handle multiple tasks/projects concurrently

  • Ability to effectively organize, plan, control and prioritize work/projects. Ability to regularly communicate progress to appropriate stakeholders. Efficiently manages resources and understands work/project scope, key players, urgency, inherent risks and business benefits.

  • Displays and promotes high standards of ethical conduct and behaviors consistent with organizational and government standards

  • Ability to consistently carry out job responsibilities to meet deadlines. Ability to deliver on commitments as promised and able to acknowledge when commitments are not met and takes appropriate steps to fulfill what has been promised

  • Ability to clearly and effectively convey information to individuals or groups. This includes the ability to choose the appropriate method or methods of communication

  • Demonstrates the ability to analyze, identify and solve problems while using sound judgment. Able to implement solutions to address business issues. Knows who to involve and takes appropriate action

  • Ability to anticipate, understand and manage customer expectations and consistent delivery of services. Clearly and effectively conveys information



SUPERVISION/CONTACTS:



  • Reports to Director, Financial Planning and Analysis

  • Direct Reports N/A



WORK ENVIRONMENT



Office: Work is normally performed in a typical interior/office environment that requires normal safety precautions (such as in typical office or administrative work).



PHYSICAL DEMANDS



Sedentary work: Job involves sitting most of the time; walking, lifting, bending, standing etc. may be minimally required.



TRAVEL



Minimal.



ADDITIONAL PERTINENT INFORMATION:



  • Required to work normal hours to successfully perform the job responsibilities

  • May need to work nights and weekends to complete assignments

  • Frequently subjected to interruptions, multiple calls and inquiries

  • The noise level in the work environment is usually quiet to moderate


#zr



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We enjoy the important work we do every day on behalf of our members.Job SummaryThe Financial Planning & Analysis team is looking to fill an intern position starting in June 2020.Job DescriptionResponsibilities will include:Assist in preparation of monthly schedules and reports in support of monthly financial closeResearch, tracking, and review of monthly and ongoing administrative expenses for multiple departmental and enterprise functionsSupport of divisional product leads in reporting for product line specific reportingAssist in forecasting and budgetingOther ad-hoc analysis in support of overall business performance goals/objectivesRequirementsWorking on a Masters degree in Finance, Accounting or ManagementPrior experience in corporate environment as Intern, co-ops or similar rolesStrong organizational skills are required as the incumbent will be forced to prioritize workflow to meet monthly deadlines in a fast paced environment.Interpersonal skills are required as the incumbent will interact with various company personnel, at all levels, as well as external auditors.As the incumbent is exposed to confidential financial results, the applicant should have a high degree of integrity and professionalism.Strong Microsoft Excel skillsWhat we build together changes our customer's health for the better.We are looking for talented and innovative people to join our team.Come join us!


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Job Description


A consistent top Iowa workplace is searching for a talented financial professional to play an integral part of their strategic financial team as their next Financial Planning and Analysis Manager. Acting as the lead in the planning, budgeting, and financial analysis process, you will gain unparalleled experience in presenting data and insights to leadership. This company is experiencing outstanding growth and provides great career advancement opportunities!


What You Can Expect:



  • Working closely with the leadership team to formulate the business’s medium to long term financial and strategic plan

  • Analysis of financial performance while making budget recommendations and forecasts to business units

  • Develop and improve the flow and systems supporting the financial information

  • Review existing processes to make recommendations on profitability improvements

  • Analyze financial results to support expense management activities

  • Lead analysis of complex financial business issues


What We Require To Apply:



  • Bachelors degree in finance or accounting

  • CPA, CMA, or CFA preferred

  • Subject matter expert on the business optimization software

  • 5+ years of FP&A management experience

  • Experience with financial statement analysis preparation and forecasting

  • Ability to function at a high level with minimal supervision


Company Description

Palmer Group is Iowa's premier employment firm. We were founded in 1998 with a mission to become the best firm in Iowa and that continues to be our goal today. We have 70+ professionals in our West Des Moines and Cedar Rapids offices, providing hundreds of client companies with a broad range of employment services that include recruiting, professional temporary and contract staffing, outplacement and managed information technology services.


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Who we are: PMI is a leading global brand that manufactures, markets, and designs innovative food and beverage container solutions. Their two most recognizable brands, Stanley® and Aladdin®, are sold globally. PMI also creates private label products for select global retailers. Headquartered in Seattle, PMI has offices in Bentonville, San Francisco, Shanghai, Shenzhen, Amsterdam, Manila and Rio de Janeiro. Additionally, PMI has ownership in three manufacturing facilities, one in China and two in Brazil. As FPA Manager you will: Facilitate the rolling financial forecasting and annual budgeting processes, acting as a resource for the SBU management teams in creating sound financial plans in support of PMI’s overarching strategy and profit goals Develop and maintain a long-range model that captures the key leverage points in value maximization for each of our business units which will be used to help guide strategic planning and inform resource allocation decisions as well as potential operational improvement opportunities Rhythm of the Business (ROB) – coordinate and align monthly and quarterly reporting materials for the BOD and senior management, including SBU reporting and analysis materials that inform on risks and opportunities as well as ongoing performance vs plan Design and carry out processes to ensure PMI’s managers have the right information to set goals, make decisions and monitor performance, all with an eye toward simplification and standardization across processes and systems in a global operation In coordination with HR, maintain accurate and timely headcount metrics for reporting Complete ad hoc analyses and strategic projects as required by management and Board of Directors You'll Also: Strong executive presence skills and confidence in presenting to senior level professionals Direct FP&A management, business intelligence or sales operations experience desired. CPG experience a plus; Private equity or public company experience preferred. Excel power user with demonstrated ability to build complex, driver-based financial models that can run scenarios and dynamic updates that flow through the P&L and Balance Sheet Able to self-serve on data collection, with a good understanding of relational databases in an ERP environment. Knowledge of Hyperion Essbase and Financial Reporting Studio, a plus Advanced skills with Microsoft PowerPoint. Knowledge of Microsoft Power BI platform a plus Entrepreneurial spirit with a comfort for ambiguity and a results orientation in a business undergoing rapid transformation and high growth Passionate about being part of a nimble, high energy team that is focused on creating a best in class organization Education and Experience Background in Corporate Finance, with a minimum of 4 years of experience in Financial Planning and Analysis specifically supporting functional budget/forecasts and consolidation of financial data Bachelor’s degree in Accounting/Finance, MBA a plus Please learn more by emailing our recruiting manager at Careers@pmi-worldwide.com and visiting our website at www.pmi-worldwide.com.


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ESSENTIAL FUNCTIONS Plans, directs, and leads long range financial planning, including strategic growth initiatives for RRGB Provides primary analytical and reporting support to Operations, Marketing and the Innovation group, as well as planning activities for the Home Office Leads the development of the 5-year strategic plan, annual plans, and the Balanced Scorecard; establishing performance expectations for the organization Communicates the vision and strategy for RRGB, including cascading strategic initiatives throughout the company, to the Board of Directors, to shareholders and to external business partners Manages the Treasury function and serves as primary liaison with banking partners Partners with senior team to achieve consensus on business strategy and drives financial analysis to identify trends, threats, and opportunities Provides governance regarding business financial focus and objectives Conducts business case analysis for the company’s major initiatives Builds commitment to key stakeholders by championing best in class financial models Regularly interacts with shareholders and Industry Analysts Manages the Financial Planning and Analysis department. Provides strong, proactive leadership to maintain a positive business climate, motivate Team Members, and functions as an effective advocate for change and growth. Conducts financial modeling for refranchising opportunities Ensures team plans future strategies that meet financial benchmarks Strengthens and maintains a can-do, goal-oriented, entrepreneurial environment that stresses Team Member performance, teamwork, management credibility, and success Manages the ongoing forecasting process and produces period and quarterly financial reports Develops ideas and execution plans for new business initiatives that will increase profitability of the Company ADDITIONAL FUNCTIONS . Partners with accounting to facilitate period and quarterly Close activities Other duties as assigned by supervisor SUPERVISORY RESPONSIBILITIES Directly supervise 3-5 direct reports, and managerial authority for approximately 15-20 team members and their development QUALIFICATIONS Masters Degree in Finance, Business, or Economics 10 or more years of strategic and proactive senior management experience, preferably for a publicly traded company 5+ years of corporate financial planning and analysis in the restaurant and/or multi-unit retail industries Demonstrated experience in financial leadership, management, and strategic thinking KNOWLEDGE, SKILLS AND ABILITIES Superior knowledge of strategic financial planning, financial modeling, and financial analysis Strong working knowledge of MS Office Software (Excel, Access, Word, Outlook, PowerPoint) Working knowledge of planning, forecasting, and reporting systems; Oracle/JDE/ERP systems; and Hyperion/Business Intelligence systems Demonstrated ability to draw critical conclusions from financial analyses and make persuasive recommendations Excellent strategic thinking and planning skills to provide authoritative advice and recommendations to support a best in class financial culture Excellent interpersonal and relationship management skills Excellent verbal and written communication skills Ability to work closely with other senior officers to elicit, refine, and articulate vision Ability to establish trust and credibility to build supportive relationships Proven ability to identify and solve problems independently Red Robin is an Equal Opportunity & E-Verify Employer


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Job Title: Manager of Financial Planning & Analysis (Corporate FP&A) Location: Alpharetta, Georgia Salary: $95K-$105K+ plus Bonus 5+ years of experience


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Vida Capital, Inc. (“Vida”) is an industry leading asset manager and a Registered Investment Adviser. Vida is currently searching for Director, FP&A to join our team. This position will work directly with the CFO and other Executives. This is an excellent opportunity to join a growing firm. Founded in 2009 and headquartered in Austin, TX, Vida is an institutional asset manager focused exclusively on providing longevity-contingent investment solutions to institutions and individual investors. Vida current manages over $4.5 billion of capital across over 4,000 investors and 7 pooled investment funds.. Vida’s wholly owned subsidiary, Magna Life Settlements (“Magna”), is a vital component of the organization, responsible for originating/sourcing, diligence and servicing of the assets Vida purchases for those respective funds. A significant initiative for Magna is around increasing the origination of these assets through a significant marketing effort across multiple channels. Responsibilities: Primarily focused on Magna, lead the forecasting, budgeting, and capital allocation across a significant marketing budget to help drive the key initiative for the firm of increasing asset origination Build/track/report on KPIs and unit economics, particularly around these marketing initiatives and their efficacy to maximize return on investment Assist on business process/integration improvements across the organization Build financial models for senior level decision making Work on a variety of special projects that may include M&A, new business initiatives, etc. Assist in the upgrade of reporting standards and liaison with various business departments within the organization to build integration and efficiency Education and Qualifications: Bachelor's Degree in Finance or Accounting Minimum 5 years of finance and strategic analysis/FP&A positions Entrepreneurial drive, excellent communication and interpersonal skills with demonstrated ability to work in a fast paced and dynamic environment Proficient in financial analysis and model building Investment banking, M&A, or corporate finance experience Prior experience in an FP&A/financial analyst role within a marketing focused organization strongly preferred Experience with Sage Intacct, Adaptative Insights, and Salesforce a plus


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Job Description


Job Summary:


This role will be a key asset in the future growth of the company. This individual will be an important member of the FP&A Function and will assist with spear-heading the Company’s financial quarterly forecast, annual budgeting process, 3-year Strategic plan and all operating plans, including variance analysis and special projects. S/he will provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis and other projects requested by senior management. This function acts as the analytical engine of the company to provide insights and support ‘optimal’ business decision making. The position reports to the Chief Financial Officer.

Essential Duties/Responsibilities:


• Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures


• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance and work with respective leaders to develop, implement and track corrective actions needed to return the business to operating targets


• Develop and execute process and models to develop 3 year Strategic plan, Annual Budgets, Financial Forecasts, and Operating Plans including financial and non-financial metrics. Includes full set of financial statement (Balance sheet, Income Statement and Cash flow), Detailed sales and COGS plans and overhead expenses.


• Ad-Hoc Reporting and in-depth Analysis to supporting Senior Management Team and Departments heads


• Prepare all monthly and Quarterly Financial reports and related presentations to Board of Directors and Senior Management Team


• Implement and work with a Business Intelligence Tool and Dashboard reports


• Maintain overhead standards in the company and other estimating/quoting metrics in use to ensure profitability


• Develop financial models and analyses to support strategic initiatives


• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes. 


• Develop and implement integration process and participate in execution when targets are acquired

Basic Qualifications:


• Highest standards of accuracy and precision; highly organized.


• Articulate with excellent verbal and written communication skills


• Ability to think creatively, highly-driven and self-motivated


• Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity

Education/Experience:


• Bachelor's Degree in Accounting or Finance; MBA highly preferred


• 5+ years’ experience in Financial Planning and Analysis; modeling experience a plus 


• Deep command of Financial Accounting Principles and GAAP, including purchase accounting


• Strong leadership skills required. Experience in multi-branch HVAC or construction preferred


• Advanced Microsoft Excel and PowerPoint skills. Experience with Dashboards and/or Power BI a plus


~Prior investment banking experience desired. 


 



 



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Tally makes people less stressed and better off financially. Currently at Series C with $92MM in funding, we are a team that is democratizing financial services to put billions of dollars back in people’s pockets. Tally built the first fully automated debt manager to help people overcome credit card debt and provides a completely free automated savings service, Tally Save. Tally’s vision is to automate people’s entire financial lives so they can worry about money less and do what they love more. On Tally’s finance team, you will work directly with our Head of Finance and company executives to formulate the company's medium to long term financial and strategic plan. The successful candidate will be responsible for improving, developing and managing the company’s financial model to continually improve planning and analysis in support of strategic projects, budgeting, and operations. This is a strategic role and will be expected to interact regularly with management and external stakeholders. The incumbent will be a key resource for senior management, playing a pivotal role in determining business strategy and managing financial performance. Role impact: Work directly with Tally’s Head of Finance to analyze and execute strategic financial planning Focus on data-oriented solutions and analytical rigor Lead the creation and maintenance of the company’s financial models, including product, expense, liquidity and financing models Propose and answer key analytical questions to improve business and team performance; identify areas of opportunity Continually analyze and evaluate financial reporting tools and processes with a view to optimizing the delivery of timely and accurate financial information Lead annual budget and planning cycles, setting out timelines and managing participants to stay on plan Implement and monitor daily, weekly and monthly KPIs to spot trends in the business and help managers focus on risks and opportunities Prepare executive and Board level presentations and reporting on business and financial performance In this role we value: At least 5 years of experience in an FP&A role would be considered an asset Very strong analytical mindset with financial analysis and modeling skills Proactive style with very strong organization and attention to detail Experience working in a high-growth, dynamic setting Ability to work independently, manage multiple projects and deliver results in a timely way Exceptional communication skills to present analysis and conclusions to the CEO, executive team, and external parties Knowledge of financial products modeling is very important. Experience working with consumer lending and diverse financing structures preferred. Familiarity with accounting rules and other FP&A conventions Proficient with MS Excel, knowledge and experience with ERP and other financial modelling tools A message from our leadership: "One of our core values at Tally is 'Change shoes often.' We do this with our peers and our customers every day, and we want candidates to share in our commitment to empathy. Empathy really is the foundation of inclusion, and Tally prides itself in being a company that prioritizes inclusion and diversity. We’re dedicated to creating a workplace culture where people are included and treated equitably." Jason Brown, Cofounder and CEO


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Who we are: PMI Worldwide is a leader in designing, manufacturing and marketing innovative food and beverage solutions that are found on the shelves and sites of leading retailers throughout the globe. We take great pride in our corporate social responsibility and one of our core values is to make the world a better place. We need your thought leadership, financial expertise and entrepreneurial drive to help us scale and change the world. Postion Overview: As the Director, Global Finance, you will leverage your skill sets in strategic planning and financial modeling to ensure that plans are in place to create maximum enterprise value for PMI while not losing sight of our core values and mission. This role will report to the Vice President, Global Finance, and will have high level visibility across the global organization. You will: You will (as a sample of work): Work closely with our Senior Leadership team and finance business managers in our key operating units on everything from forecast updates to strategic planning and operational execution Prepare presentations for the Board of Directors and senior leadership team that cover our financial and operating results in addition to our forward-looking plan with insights and targeted actions Find yourself working with our Director of People on headcount planning and metrics as we roll out a new HRIS system across our global operations or working with our Chief Supply Chain Officer on factory cost negotiations preparation (as examples) When the time comes, help us evaluate an acquisition, contributing not just the financial modeling work but building the strong linkage to the operational assessment to ensure a successful integration Build a 5-year model that allows us to stress test various financial levers and margin assumptions to support our growth and profit initiatives and capital structure considerations You are: Someone who is comfortable getting into the details to understand what is happening, but adept at being able to step back and drive the discussion for a senior executive audience Knowledgeable about manufacturing and operations as well as brand-building and E-Commerce initiatives and KPIs deployed within an omni-channel strategy Known for your strong verbal and written communication skills, and your ability to tell stories with data Adept at using financial and business analysis tools like Excel, Hyperion Essbase and Tableau, with a demonstrated aptitude and ability to implement business intelligence best practices Proud to say speed to product, accuracy and an uncompromising attention to detail are part of your core offering Motivated to maintain a growth mindset and continuous learning approach as you take this next journey in your career Someone who works hard, plays hard, values celebrating the wins and does not take life too seriously Education and Experience: Effective communicator in written word and oral delivery; fast on your feet and articulate under pressure Excel power user with demonstrated ability to build complex, driver-based financial models that can run scenarios and dynamic updates that flow through the P&L, Balance Sheet and Cash Flow Stmt. Direct Corporate FP&A management (minimum of four years) leading a team, complemented by business intelligence and operations experience desired. CPG experience a plus, as is experience working in a private equity or venture-backed setting where expectations to deliver are a part of the culture Bachelor’s degree in Finance/Accounting, or a technical field coupled with direct finance management experience. MBA a plus Come help us write our story! Please apply here or by emailing taylor.christopher@pmi-worlwide.com.


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Job Description


The Financial Planning & Analytics services is the industry leading practice focused on developing and implementing strategic solutions for the Finance function that enable improved decision- making capabilities, increased productivity and provide a platform for increased growth of the business. The primary offerings of this practice area are: Financial Planning and Budgeting Solutions, Consolidation and Reporting Solutions, and Management / other Enterprise-wide Reporting Solutions. FP&A Strategy (Blueprint and Strategy, Org Design and People Development and Strategy/KPI Articulation), FP&A Transformation (FP&A Process and Data Optimization, FP&A Center of Excellence/Delivery Model, Cost Management) and Finance Technology (FP&A/BI Information Architecture).


Key responsibilities


Director, FP&A will be primarily responsible for overseeing financial planning and budgeting engagements and driving new business opportunities.  He will apply well- honed finance, project management, and consulting skills to effectively lead and manage major engagements and will be heavily involved in activities such as project diagnostics, RFP responses, proposal development and financial solutions architecture. Responsibilities of Director, FP&A will include (but not limited to) the following:



  • Prepare or direct the preparation of Monthly, Quarterly and Annual Budgets vs. Actuals business analysis to support the leadership in business decisions on various projects

  • Review budgets & forecasts to ensure completeness, accuracy and compliance with accounting procedures and statute

  • Analyze complex financial information from various sources to identify variances and trends, size financial risks and opportunities, Interpret and present key findings for senior leadership audience.

  • Support the annual and long-range financial planning, including periodic financial forecasting cycles, by anticipating business changes

  • Develop and recommend budget strategies and plans for formulation of operating budgets

  • Direct and provide guidance on cost analysis and fiscal allocation

  • Collaborate with Marketing Sciences, Strategic Pricing, Market Research to ensure latest business intelligence is integrated into the forecast

  • Provide content/finance functional knowledge and expertise in some or all of the core Financial Planning & Analytics processes including: Financial Planning, Budgeting and Analysis, Consolidation and Reporting, Business Intelligence and Metrics

  • Drive key strategic processes such as portfolio reviews and long-term financial planning

  • Forecast financing needs and assist in preparation for capital raises

  • Conduct cost-benefit analyses to compare operating initiatives, analyze financial requests and explore alternative financing methods

  • Build and operate a robust system of financial planning processes, decision support tools and forecasting models to drive informed decision making for executives and functional leaders as the business grows and new lines of business are added

  • Manage and drive the Business Unit planning and forecasting processes (monthly, quarterly, annual) with the consolidation across Business Segments

  • Review Return On Investment (ROI), Internal Rate of Return (IRR), Net Present Value (NPV) and other quantitative tradeoff frameworks and KPIs at Organization level and identify measures to improve profits and operational efficiency

  • Proactively identify and resolve issues critical to the clients’ strategic and financial success

  • Identify and close new business opportunities in financial planning & budgeting at existing and potential new clients

  • Mentor and manage a team of FP&A business partners by helping to create a center of excellence and instilling best practices across accounting & finance


Requirements:


We are searching for a professional, talented, and self-motivated individual with strong Accounting, Financial Planning, Budgeting and Analytics experience. Director, FP&A will typically have:



  • 12+ years of related consulting experience with a top tier firm, demonstrating career progression in FP&A and ERP implementation services

  • Bachelor’s degree in Finance, Accounting or related field; such as CPA certified or Equivalent qualifications in Accounting/Finance

  • Exceptional understanding of Financial Planning, Budgeting, Analytics and Business Intelligence within targeted industries and consulting service lines

  • Strong project leadership and project management abilities

  • Outstanding client relationship skills

  • Outstanding verbal and written communication skills including presentation skills(MS PowerPoint)

  • Ability to effectively generate new business and lead pursuit teams

  • Knowledge of the Financial Planning, Budgeting & Analytics software / product functionalities and capabilities, including Oracle/Hyperion, SAP, Adaptive Insights. Specific experience with deployment of at least one of these products is a plus

  • Certification in Adaptive Insights, Oracle PBCS or SAP as a plus


 



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Our Director of Financial Planning and Analysis (FP&A) will be the focal point, key contact, and subject matter expert for financial and analytical intel and responsible for supporting the corporate budget process, financial modeling, and forecasting. Will be assisting FP&A leadership and will be spear-heading the development and implementation of financial and operational reporting and analytic tools and systems; lead the forecasting and budgeting process; provide analytic insight into operational variances; and help drive company performance through the development of strategic partnerships with our operational executive teams. Education: Bachelor’s degree required. MBA in finance, economics, or accounting from a leading program, preferred. Experience: Ten (10) to fifteen (15) years of progressively responsible FP&A leadership experience. Experience in dynamic, complex, rapidly-growing business is strongly preferred. Expertise in external benchmarking and knowledge of best in class practices in the treasury operations function. Ability to communicate forecasting guidelines, reporting by geographic region, product, and labor costs, as well as to disseminate financial data and present to non-financial leaders within an organization. Advanced Microsoft Excel and PowerPoint skills. Business intelligence, business warehouse and planning tool software experience. Large planning/reporting tools may include: HFM, BPC, Hyperion, Business Objects, Essbase and Cognos. Mid-range tools may include: Khalix (Longview), BI360, Cubeward and Forecaster. Macros, VBA and SQL knowledge, preferred, but not required. Licenses/Certifications: None required. Responsibilities: Direct the annual budgeting and quarterly forecast processes & tools, providing strategic financial leadership to the business. Subject Matter Expert (SME) throughout organization in financial & strategic aspects. Analyze financial, operational, and accounting data for the development of analysis & reports to be delivered to various business segments. Develop high-performing teams through superb employee mentorship, retention of key members, and talent assessment. Perform ad-hoc analysis for support strategy discussions, decisions, business initiatives and special projects Support reporting and analytics such as KPI’s, metrics, financial reports and creating & improving dashboards Consolidations reporting throughout domestic and international subsidiaries. Provide metrics and KPI’s that improve the key drivers of operations and enable effective management, decision-making and execution. Perform analysis, financial planning and provide recommendations to senior management to achieve strategic goals. Perform ad-hoc reporting and analysis as required to support the business and its leaders. Recap and analyze business results versus plan and forecast on a weekly, monthly, quarterly and ad-hoc basis. Standard analysis on bookings, revenue, marketing ROI, etc. to provide information on early business indicators and to support decision making. Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures. Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance. Implement and work with a Business Intelligence Tool and Dashboard reports. Supporting Senior Management Team and Departments heads with in-depth analysis. Prepare presentations to Board of Directors and Senior Management Team. Interview and hire staff as needed to maintain adequate levels of support. Provide training to new and existing staff as needed. Work with each direct report to establish goals and objectives for each year, monitor and advise on the progress to enhance the professional development of staff. Perform appropriate formal reviews. Provide timely informal and formal feedback. Ensure that all work performed by coordinators and analysts have been appropriately reviewed. Must be able to apply principles of critical thinking to a variety of practical and emergent situations and accurately follow standardized procedures that may call for deviations. Must be able to apply sound judgment beyond a specific set of instructions and apply knowledge to different factual situations. Must be alert at all times; pay close attention to details. Must be able to work under stress on a regular or continuous basis. Post orders, if applicable, per site contract. Perform other duties as assigned. Wellpath is an EOE/Minorities/Females/Vet/Disability Employer


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Job Description


Most Profitable Metals Company in the World seeks:


Financial Planning and Analysis Manager 90K to 103K Base + Quarterly Bonus + Full Benefits + Matching 401K + Outstanding Relocation Package


The FP&A Manager will play a key role in leading the forecasting, budgeting and reporting functions for the company and several other general responsibilities and manage the analysis process and staff.


Essential Functions



  • Coordinate and manage the monthly and quarterly closing and reporting requirements in line with Company timetables and policies.

  • Develop and manage the forecasting and budgeting process.

  • Responsible for weekly, monthly and quarterly variance analysis as well as providing recommendations to management for improvements in P&L, operating working capital and cash flow.

  • Manage weekly P&L meeting and forecast update process ensuring metrics are achieved.

  • Provide required forecasting and business impacts on inventory management as it relates to working capital, LIFO, LCM and FAC analysis

  • Develop and implement improved processes and controls within finance as they relate to the financial planning and analysis role.

  • Liaison with Company and auditors on all accounting matters.

  • Identify and implement improvement opportunities

  • Manage special finance projects and other duties as assigned by the Group Controller.

  • Adhere to all SOX requirements to ensure full SOX compliance

  • Meet strict deadlines.

  • Forecast and report cash flow daily or weekly

  • Perform all aspects of the position according to the Company Code of Conduct.

  • Supervise staff accountants and other departmental support personnel.


Education and Experience



  • Degree in Accounting or Finance; MBA or CPA preferred.

  • A minimum of five (5) years’ experience with muti-site, company environment in a US public company environment.

  • SOX experience required.


Cultural Fit – Company Values


Drive For Results


Self-Directed/Autonomous


Strategic/Tactical


Metrics Driven


Responsible



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The Job Details are as follows:

What we do

United Therapeutics is a biotechnology company that focuses on the development and commercialization of unique products to address the unmet medical needs of patients with chronic and life-threatening conditions. We currently have five approved products on the market and a long-term mission of providing an unlimited supply of transplantable organs for those who need them.Our company was founded by an entrepreneur whose daughter was diagnosed with a life-threatening condition. She sought to find treatment options and a cure for her daughter and patients like her. We are founder-led, and relentless in our pursuit of medicines for life. We continue to research and develop treatments for cardiovascular and pulmonary diseases, pediatric cancers and other orphan diseases.

How youll contribute

Role Purpose/Expected Outcomes

The Senior Director of Financial Planning and Analysis will be a valued business partner by providing accurate and timely information and valuable insights so that thoughtful and timely decisions can be made as opportunities unfold.


  • Key job responsibilities


  • Develop and maintain processes to forecast financial results, including annual and quarterly financial statements, from both GAAP and cash perspective


  • Analyze and understand budget to actual comparisons relative to the financial forecasts


  • Establish business processes with certain operating areas to enhance information flow and ultimately decision making and budget management


  • Develop and maintain a cash forecast to support the strategic planning process


  • Work within the SAP Enterprise Information System to assist in the set-up and on-going management of operating budgets and expense classification


  • Prepare, analyze, and manage key performance indicators and other business operating metrics for corporate as well as individual initiative performance


  • Partner with accounting staff to ensure accuracy and integrity of company financial statements, and


  • Ad hoc reporting and analysis


  • Conduct interviews, make hiring decisions, provide salary recommendations, monitor and assign work, coach, mentor and develop employees; develop work plans and conduct performance evaluations


  • Manage current team of 3 direct reports and 15 indirect reports


For this role you will need

Minimum Qualifications


  • BS degree is Accounting or Finance


  • MBA degree or professional qualifications such as CFA or CPA


  • 15 + years of relevant, demonstrated & practical experience developing robust financial statement as well as business-case modeling skills


  • Prior leadership experience in a corporate FP&A function


  • Solid understanding of generally accepted accounting skills (GAAP)


  • Expertise in business analytics and tools including advanced Excel skills, planning systems (Hyperion, SAS) and SQL skills


  • Expertise is Microsoft Office Suite


  • Ability to travel up to 30%


Preferred Qualifications


  • Excellent analytical, quantitative, and problem solving skills


  • Strong presentation and communication skills and leadership presence to effectively collaborate across functional teams


  • Comfort preparing and presenting information to an executive team,


  • Ability to coach, mentor and develop team members


  • Organizational agility, knows how to get things done through formal channels and informal networks


  • Insatiably curious and collaborative problem solver


  • Action oriented and takes ownership of tasks and responsibilities and follows through to successful completion


  • Collaborator with colleagues in-side and out-side of the accounting and finance group


  • Customer focused


  • Balance and prioritize multiple tasks simultaneously


  • Ability to work under pressure


  • Flexibility to work overtime, during the week and/ or weekends


  • Sound work ethic


  • Detail-oriented, organized and motivated


Life as a Unitherian

At United Therapeutics, youll realize quickly that it is not an ordinary place to work! When you join our Company, you will learn, grow, contribute, have fun, and be challenged... all while making a difference in the lives of our patients. We strive to be an organization that engages the minds, hearts, and most spirited efforts of each of our employees. Our sense of purpose transforms what we do from work into mission, occupation into vocation and achievement into success. We challenge our employees with innovative and revolutionary projects, offer an environment which fosters high-level of job performance and provides state of the art facilities to flourish. This is what makes United Therapeutics a stimulating place to work.

United Therapeutics Corporation is an Equal Opportunity/Affirmative Action Employer - EOE Minorities / Females / Protected Veterans / Individuals with Disabilities

United Therapeutics currently has five approved products on the market, and a long-term mission of providing an unlimited supply of transplantable organs for those who need them! Our employees can be found collaborating across the United States, Europe and Asia.

We challenge our employees with innovative and revolutionary projects, offer an environment which fosters high level job performance, and provide state of the art facilities in which to flourish. This is what makes United Therapeutics a stimulating place to work. We strive to be an organization that engages the minds, hearts, and most spirited efforts of each of our employees. Our sense of purpose transforms what we do from work into mission, occupation into vocation, and achievement into success.


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Location: US-TX-MansfieldAddress: 501 Easy DriveID: 2019-3595OverviewKlein Tools has a 160-year history of serving the hand tool needs of professional tradesmen with products that represent a standard of excellence, innovation, technology and quality in our industry. We are looking for candidates who want a career working with The Premier Brand of Hand Tools.We are currently looking for a Financial Planning and Analysis Manager to be located in our Mansfield, TX Facility.ResponsibilitiesThe Financial Planning and Analysis Manager will drive financial planning needs of the company by delivering financial information to the executive team, including business trends, key performance metrics, and cause and effect analysis on a variety of complex financial, business, and operating issues. This position will have an active role in the monthly financial reporting and analysis, ad hoc reporting, budgeting, and forecasting.Specific Responsibilities will include:Develop financial modeling, reporting, and dashboards and analyze financial statements to measure business performance against targets.Identify and explain key cause and effect of finanicial variances.Conduct research and analysis of the business operations, trends, costs, revenues, and financial commitments.Evaluate profit and cost efficiencies in various areas of the organization. Create presentations and reports that provide insight into performance, findings, trends, etc.Work with management to review, analyze, and provide recommendations regarding cost savings, profit generating opportunities and/or profitability improvement strategies to existing operations.Prepare monthly financial reporting package and key performance metrics for senior management.Develop, communicate, and drive the budget timeline, create budget templates, create and maintain budget rollup files, and prepare budget deliverables.Implement financial tools, reporting mechanisms, business modeling, and financial planning processes that are streamlined, timely, and accurate.Ensure internal reporting of key performance metrics for the company and its subsidiaries is established on a standardized and consistent basis to support operational integrity and growth.Perform other duties as assigned. QualificationsQualified candidates will posses a Bachelors Degree in Accounting, Finance, or other related field with a minimum of five (5) years of experience in financial planning and analysis required. Experience working in a manufacturing environment is preferred.Proficient knowledge of Microsoft Office software including Powerpoint, Word, and Sharepoint is required. Advanced knowledge of Microsoft Excel spreadsheets and functions is required. Experience with Cognos is a plus.Understanding of accounting processes, procedure, and controls. Must be a detail-oriented and organized self-starter with the ability to prioritize multiple deadlines. Strong written and verbal communication skills.Klein Tools provides a competitive compensation and benefits package, including:401(k) Company MatchProfit SharingPaid Vacation/HolidaysShared Cost Medical & DentalFlex SpendingEducation Reimbursement ProgramEmployee Discount ProgramIf you have the commitment to succeed and the desire to join an organization recognized as the industry leader, please submit your cover letter and resume.No phone calls please.EOE/M/F/D/VPM19 PI115653550Pandologic. Category: , Keywords: FP&A Manager


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Why LLS

How many people can answer the question, "What do you do for a living?" with the answer, "I help find cures for cancer." At LLS, employees take our mission seriously. Whether you work in one of our chapters, are an accountant at the national office or a specialist in our Information Resource Center, you work each day on making our mission a reality: Cure leukemia, lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families.Join us and give new meaning to the word, "job."

Overview

The Senior Analyst will operate within the Financial Planning and Analysis team at the National Office at LLS. This role will be responsible for consolidating forecasts of over 50 units across the United States on a monthly basis and providing reporting to Senior Management. Understand drivers of a profit and loss statement, and variance analysis across revenue, cost, and expense elements. Ad-hoc analysis and project work will also be a key aspect of the role, serving across field, product, and shared service functions within the organization. Furthermore, the role will be responsible to design, prepare, and present detailed analysis of business issues and recommended solutions to senior management.

Responsibilities


  • Prepare and coordinate the annual operating budgets process and long-term financial plans.


  • Assist Chapters, Product Lines, and Departments with the preparation and review of financial plans, forecasts, and reporting.


  • Execute and consolidate quarterly forecasts with business units.


  • Analyze and interpret actual monthly, quarterly and annual results compared to approved budgets and provide management with variance analysis, as well as identify risks and opportunities.


  • Prepare financial materials and coordinate monthly financial reviews with key stakeholders.


  • Develop and review periodic profit forecasts and revisions to annual profit plans.


  • Support senior management in the execution of financial transactions, the preparation of materials for board and audit committee meetings.


  • Provide financial support and analysis for strategic initiatives facing the organization.


  • Collect, compile and analyze fiscal data in order to monitor the financial performance and condition of the Organization.


  • Perform other related duties as assigned.


Qualifications

Education & Experience Requirements:


  • Bachelor's Degree in Finance.


  • 3-5 years of experience forecasting and analyzing revenue, cost and expense in a corporate environment.


  • Knowledge of Financial Reporting and Planning Software.


  • Knowledge of GAAP reporting


Position Requirements:


  • Operated in a consolidation function with experience partnering with various business units.


  • Ability to create and manage revenue, expense, and headcount models across multiple organizations


  • Understanding of metrics and margins to drive performance


  • Executive communication and reporting exposure


  • Strong MS Office Suite (Excel: pivot tables & Vlookups)


  • Strong analytical and problem solving skills


  • Financial statement reporting, budget and forecast creation


  • Hyperion/Cognos/Salesforce - similar system experience a plus


Physical Demands & Work Environment:


  • Physical demands are minimal and typical of similar jobs in comparable organizations


  • Work environment is representative and typical of similar jobs in comparable organizations


Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of employees. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job LocationsUS-NY-Rye Brook

Job ID2019-5390

of Openings1

CategoryFinance

FLSA StatusExempt

TypeFull Time Regular


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The Financial Planning & Analysis Lead is responsible for optimizing the use of Libbey’s global network resources and partnering with the regions to understand and drive improvements in manufacturing variance. This role will be a key resource to the financial and supply chain organizations in development of business strategies including operations and network alignment. The position reports to the Director, Financial Planning & Analysis. The successful candidate will have exceptional communication skills and will have demonstrated the ability to work with others to continuously improve processes, in a manufacturing organization. S/he will also have experience in providing decision support and financial planning and analysis. Responsibilities: Develop tools and management reports to improve financial processes and decisions through the use of fact-based information and analysis Work closely with business partners to improve operations and decision making Partner with global network teams to develop and track against annual cost savings pipeline Provide analysis and make recommendations for optimum use of Libbey’s global network resources Track global profitability and network utilization Track monthly KPI performance trends and variances against plan Evaluate financial outcome of various decision alternatives; provide management with information on potential decision impacts along with recommended options and action plans Requirements & Qualifications: Bachelor’s Degree in Finance or Accounting required; MBA preferred CPA/CMA preferred 5-10 years of experience in finance or accounting Strong background in product costing, supply chain decision support and financial planning and analysis Manufacturing accounting experience Ability to present and communicate effectively Ability to travel 10-25% Ability to build trust with business partners across multiple cultures


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Job Description


Support the strategic planning process, the annual operating plan process and the monthly forecast process (Review of the Business) for the company by communicating and coordinating with branch managers, Service & Finance support team members and the management team to establish a schedule, collect information, consolidate and analyze that information to create a road map for the management team to run the business and assess its performance. Provide exemplary service to the Human Resource and IT teams helping them to maximize their impact on the business.


Job Duties and Responsibilities:



  • Organize, plan & execute the strategic business planning process.

  • Organize, plan & execute the Annual Operating Plan process.

  • Organize, plan & execute the monthly forecast process, Review of the Business (ROB).

  • Understand, report and help manage Risks and Opportunities in the business as part of the ROB process.

  • In conjunction with the Senior Controller create and analyze cash forecasts submitted to Trimas treasury and prepared as part of the various planning processes.

  • Routinely communicate business unit and company consolidated financial and operational performance trends, historical and forecasted, using appropriate metrics.

  • Provide forecasted branch profitability financials for the various planning cycles.

  • Support the monthly and quarterly analytical reviews of company financial and operational performance.

  • Create and report weekly & monthly Key Performance Indicators for Lamons.

  • Prepare presentations in support of board and shareholder meetings and monthly/quarterly senior leadership meetings.

  • Review and provide a business and financial assessment of the terms and conditions and potential financial impacts of all Lamons vendor contracts.

  • Provide status of financial condition by collecting, interpreting, and reporting financial data.

  • Prepare special reports by collecting, analyzing, and summarizing information and trends.

  • Support and analyze financial data and provide business direction for special projects.

  • Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.

  • Protect operations by keeping financial information and plans confidential.

  • Become a key member of the Service & Finance high performing leadership team.


Job Specifications:


Skills



  • Effective in managing staff and building positive relationships across the organization

  • Knowledge of Generally Accepted Accounting Principles (GAAP)

  • Conflict resolution & problem-solving skills

  • Highly developed sense of integrity and honesty

  • Ability to evaluate financial alternatives

  • Knowledge of Accounting & Management Information Systems


Education



  • Degree in Accounting

  • CPA or MBA preferred


Work Experience



  • At least 8 years of progressively more responsible financial, accounting or planning experience

  • At least 3 years of planning experience

  • At least 3 years in a manufacturing environment

  • Greater than 3 years public accounting experience preferred


 Physical Requirements



  • Must be able to communicate clearly and effectively

  • Visual acuity to process paperwork

  • Must be able to sit at a desk for long periods of time.

  • Ability to travel periodically domestic and internationally


 


Company Description

Lamons designs, manufactures and distributes industrial sealing and fastener products, for the petrochemical, petroleum refining, oil field and other industrial markets.


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