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HI, WE’RE BROADLY!

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

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

What is the job really?


  • Communicate with clients about billing discrepancies and questions.

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

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

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

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

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

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

  • Make recommendations for bad debt write-offs.

  • Protects organization's value by keeping information confidential.

Requirements:


  • Collection experience, preferably business to business collections

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

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

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

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

  • High school diploma required; Associates Degree or higher preferred

Benefits:


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

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

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

  • Fitness: Gym subsidy, commuter benefit

  • Travel: Ask us about our International Travel Stipend

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

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

  • Compensation: $40,000 base salary

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

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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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 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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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 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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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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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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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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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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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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The Investment Communications Manager will develop content supporting all channels and products across a variety of media. The Investment Communications Manager will work closely with internal partners to translate complex ideas into clear, concise communications that resonate with advisors and investors. The Investment Communications Manager will steward the creation of content both editing content created by internal stakeholders as well as generating creative ideas, engaging content, and innovative ways to engage the firm’s audience. Essential Functions Work closely with subject matter experts, such as Client Portfolio Managers, Portfolio Managers and Sales personnel, to develop new ideas and ensure alignment on content creation and messaging. Translate complex ideas into compelling, articulate and audience-appropriate content. Develop, write, edit, and proof content for an array of materials, including presentations, sales literature, market commentary, web, email, social media, and video. Keep up to date with developments in financial markets and among product competitors in order to identify key opportunities to generate insightful content. Ensure consistency in voice, key messages, and editorial style across markets, channels, and media. Apply lessons from SEO, web traffic, email, and social data to optimize copy for target audiences, particularly financial advisors and RIAs. Work with legal/compliance staff to ensure written material is accurate and complies with applicable company, SEC and FINRA rules or procedures. Act as a writing and editing resource, ensuring high quality and accurate materials are being produced. Attend meetings and training as requested. Assist the team on projects/ad-hoc tasks as and when required. Skills Strong product and industry knowledge and ability to translate that into thoughtful and engaging content. Proven ability to write concise and compelling copy which speaks clearly to client needs and concerns and accurately reflects underlying market data and investment concepts. Experience creating effective content for digital media (e.g. web sites, emails, social media, videos). Ability to incorporate feedback effectively from a variety of stakeholders. Excellent organizational and time management skills to handle multiple projects simultaneously within deadlines. Superior grammar and editing skills to create material of the highest quality. Solid understanding of the asset management regulatory environment. Proficiency with Microsoft Office products (Word, Excel, PowerPoint). Education & Experience Bachelor’s degree required, preferably in Communications, English, Business, or Finance. Professional writing experience required. The ideal candidate will have 5+ years’ experience in the financial-services industry, ideally covering both equity and fixed-income asset classes. About Weitz Investment Management Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. Over the past three decades, Weitz has leveraged its research-driven approach to capitalize on opportunities that arise out of market inefficiencies. Decisions are backed by thorough research, logical strategies, extensive debate and our team’s personal commitment to long-term results. The Weitz team builds and manages concentrated, high-conviction, actively managed portfolios. Through bottom-up, proprietary research that emphasizes fundamentals, we focus on creating positive results over the long term. We offer a variety of options for investors with different goals and preferences, including equity and fixed income investment strategies. We offer all employees competitive compensation and benefits including medical, dental and vision coverage, as well as parental leave, paid time off, on-site gym access, and a very generous qualified profit sharing plan. Compensation includes salary and discretionary cash bonus and will be commensurate with experience.


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Kairos Investment Management Company is seeking an Investor Relations Manager to play an integral role within the department and firm’s overall growth. The Investor Relations Manager will develop a thorough understanding of the policies and procedures related to investor facing communications as they relate to current portfolios and services available. Maintenance and upgrade to the Company CRM system will be a critical component of duties. This role is responsible for oversight of compliance with company policies for investor subscription materials, developing client-facing market materials such as notices, responses to RFPs, and proposals, responding to investor and custodian inquiries, and coordination of tracking of new and existing investor information. The ideal candidate should have a strong "can-do" attitude and must thrive in a fast-paced, team-oriented professional culture. RESPONSIBILITIES Maintaining Investor Relationships Maintain and develop relationships with existing and prospective private and institutional investors and custodians Follow up with prospects to address questions regarding subscription document completion Coordinate subscription document review with outside counsel Serve as a point of contact for investor or custodian inquiries regarding their current investments and related reports and statements Provide exceptional and timely customer service to investors; respond to investor inquiries and requests for information Interact with a high volume of clients to process investments, update records and spend time on phone educating investors Oversee and assist with the intake, processing and filing of investor documents, and the ongoing posting of distribution notices, tax forms, and account statements Managing CRM Platform and Data Integrity Update firm and fund information in consultant databases and third-party platforms Responsible for quality control of data saved in internal CRM system, including: detailed asset-level information, analysis and reporting, due diligence related to requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires (DDQs) Evaluate current and potential processes to improve customer retention and determine best practices Assist in the completion of investor due diligence requests and compliance reporting support Maintain approved Q&A document to respond to frequently asked questions from investors and supervise analyst or administrative support in responding to requests via email Develop systematic methods for scaling our investments business and improving investor communication Marketing Materials and Reports Assist in the update of marketing materials to maximize engagement of potential and existing investors Prepare clear and concise reports, correspondence, and other written materials Proofread and edit documents Assist with ad hoc requests SKILLS MS Office and Excel with a focus on financial analysis CRM system admin user Strong communication skills (written, verbal, interpersonal, listening) and demonstrated ability to create an immediately positive impression Ability to understand and clearly explain complex concepts Exceptional attention to detail Strong organizational skills Logical and methodical approach to problem solving QUALIFICATIONS Bachelor’s degree in Real Estate, Finance, Business, or a related field of study 4-6 years of relevant experience preferably at an investment management, investment consulting, wealth management, registered investment advisor, financial services, legal, or regulated organization Experience in investment advisory industry is a plus Experience with investor subscription agreements a plus Flexibility to accommodate project and reporting deadlines Ability to manage large amounts of data and create work process flows


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Are you looking to be a part of the largest growth area in the taxindustry? Do you have experience serving major players in partnershiptaxation, leading and mentoring teams, and advising on important tax andbusiness issues? If you re a senior leader who wants to develop and thrive inthe most strategic part of our tax practice and serve our largest clients, wehave an exciting opportunity for you as a TaxSenior Manager on our growing team!

What you ll do

As a Tax Senior Manager , you will utilize yourprior experience to provide tax compliance and advisory services to investmentmanagement clients. You will assist clients with effective analysis, solutiondevelopment, and implementation of clients tax objectives. You will manage theclient relationship by delivering tax advisory services to the client.Responsibilities will include:

Performing high-level reviews of tax research,partnership work papers, allocations, and tax filings

-{PS..0}->Preparing and leading client meetings oncompliance and advisory projects related to tax planning opportunities, and thetax implications of various transactions to the organization

Training, mentoring, and supervising new andexperienced Tax Managers, Seniors and Consultants

-{PS..1}->Taking on lead client-contact roles

Billing and profitability analysis onengagements

-{PS..2}->Involvement in marketplace eminence buildingand pursuits

Required Qualifications:

8 years experience providing tax planningservices or preparing and reviewing client work papers and income tax returns

-{PS..3}->6 years experience with investmentmanagement or partnership taxation

Experience managing projects includingscheduling, budgeting, client correspondence, and billing

-{PS..4}->Experience presenting to clients or otherdecision-makers for purposes of project delivery or sales pursuits

Bachelor s degree in accounting, finance, orother business-related field

-{PS..5}-> CPA , Enrolled Agentor other appropriate certification required. If lacking CPA must be qualifiedto sit for the CPA. If not qualified, licensed attorney, enrolled agent orother appropriate certification (or in the process of or willing to obtain)

Ability to travel up to 25%

Preferred:

-{PS..6}->Previous Big 4 or large firm experience

Knowledge of fund accounting and generalledger accounting

-{PS..7}->Proven leadership skills demonstrating strongjudgment, problem-solving, and decision-making abilities

Strong executive presence and demonstratedeffective verbal and written communication skills

-{PS..8}->Advanced Degree: MST, MAcc, JD or LLM

The team

As the global leader in providing professional services to theInvestment Management industry, Deloitte Tax LLP works with clients to addressa range of critical issues brought on by regulatory changes, competition,globalization, advances in technology, and the changing demands of theirinvestors/customers. Our US tax industry group is comprised of more than 1,400partners, principals, and employees providing a spectrum of tax services to abroad range of Investment Management companies. Our financial services clientsinclude investment advisers and administrators from every sector of the industry,including hedge funds, private equity, investment partnerships, alternativeproducts, family offices, mutual funds, broker-dealers, banks, insurancecompanies, and other investment managers.

How you ll grow

At Deloitte, our professional development plan focuses on helpingpeople at every level of their career to identify and use their strengths to dotheir best work every day. From entry-level employees to senior leaders, webelieve there s always room to learn. We offer opportunities to help sharpenskills in addition to hands-on experience in the global, fast-changing businessworld. From on-the-job learning experiences to formal developmentprograms at Deloitte University, our professionals have a variety of opportunitiesto continue to grow throughout their career. Explore Deloitte University, TheLeadership Center. at https://zoomforth.com/s/deloitte/du#home

Benefits

At Deloitte, we know that great people make a great organization.We value our people and offer employees a broad range of benefits. Learn more aboutwhat working at Deloitte can mean for you. at http://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html

Deloitte s culture

We take pride in our culture and celebrate individuals byrecognizing their uniqueness. As a commitment to our people , weoffer well-being programs and provide our professional s opportunities forsupport and flexibility to make daily choices that can help them to behealthy, centered, confident, and aware. This supportive culture helpsenable our people to do their best work every day. Learn more aboutLife at Deloitte.

Corporate citizenship

Deloitte is led by a purpose: to make an impact that matters. Thispurpose defines who we are and extends to relationships with our clients, ourpeople and our communities. We believe that business has the power to inspireand transform. We focus on education, giving, skill-based volunteerism, andleadership to help drive positive social impact in our communities. Learn more aboutDeloitte s impact on the world. at http://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html

Recruiter tips

We want job seekers exploring opportunities at Deloitte to feelprepared and confident. To help you with your interview, we suggest that you doyour research: know some background about the organization and the businessarea you re applying to. Check outrecruiting tips from Deloitte at http://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html professionals. at http://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html

Hypergrowth

Category: Tax

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.


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Job Description


The successful candidate must possess the skills to discuss and present Meeder’s investment solutions to Registered Investment Advisors (RIAs) and Registered Representatives. Utilizing a consultative approach, the candidate must effectively provide investment solutions across Mutual Funds, Managed Account Solutions, and SMAs.  The Rocky Mountain Region includes Washington, Oregon, Utah, New Mexico, Montana, Wyoming, Idaho, and Colorado.  The ideal candidate would reside in the Denver or Colorado Springs area.


Primary Responsibilities



  • Quickly become a subject matter expert on all investment solutions and services.

  • Successfully implement the company's consultative sales process.

  • Develop and execute territory sales plans; leverage resources to achieve quarterly and annual sales and activity targets.

  • Build and maintain strong advisor relationships to achieve asset retention goals

  • Identify and develop client prospects

  • Demonstrate knowledge of Independent RIAs and Broker Dealers proprietary platforms and competition.

  • Present at client seminars and training sessions; attend industry conferences as assigned.

  • Demonstrate effective territory management, including efficient scheduling, appropriate CRM completion and adherence to travel and expense budgets.

  • Work with Internal Consultant to build and manage territory.


Critical Success Factors



  • Have conviction and passion for the firm’s investment solutions and services.

  • Demonstrate leadership qualities, ambition and be a self-motivated team player.

  • Ability to recognize opportunities and provide outstanding follow-up and service.

  • Strong presentation and communication skills.

  • Strong listening and probing skills to aid in identifying opportunities and provide solutions.

  • Good organizational skills.


Skills Required



  • 5+ years as experienced successful external wholesaler.in the investment services industry

  • Bachelor’s Degree preferred

  • FINRA Series 6 or 7 licensed, 65 preferred.

  • Proficient in CRM, Microsoft Excel, Word and PowerPoint software programs, as well as Morningstar and Zephyr.

  • Live in the State of Colorado.


 


 


Company Description

Meeder Investment Management (Meeder) is a Dublin, Ohio-based asset management firm with over $25 billion in assets under management and advisement. Meeder offers a wide variety of financial solutions, including Mutual Funds, Separately Managed Accounts, Cash Management and Retirement Plan Services. The firm's affiliates include three registered investment advisors, a limited purpose broker-dealer, a transfer agency, and the Meeder Funds mutual fund family.


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Job Description


Our downtown Los Angeles residential properties are beautifully restored historic buildings, and our units are live-work high-end loft spaces.


We are looking for an experienced Sr. Property Manager (+7yrs), with superb customer service, excellent conflict resolution and exceptional interpersonal and communication skills, a real team player who will thrive in a flexible “hybrid” environment, family-run business with a touch of corporate.


Our residential manager must be able to handle leasing activities on a daily basis, successfully and timely direct unit turns, keep our buildings looking their very best, and handle day to day operations while also staying on top of financial report deadlines, and rent collections. Vendor vetting, service bidding, and supervision of third-party services required. Experience preparing budgets and Yardi voyager is a must.


If you take pride in your work and while also making your residents feel welcome by creating their building a great place to live and work, we would love to hear from you!


Company Description

Company confidential


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Senior Manager, Investment Manager Research ABOUT THE ORGANIZATION The UAW Retiree Medical Benefits Trust (henceforth “the Trust”) provides health care benefits for retired UAW members of General Motors, Ford and Chrysler, along with their eligible dependents. The Trust currently oversees roughly $59 billion of assets invested across traditional and alternative asset classes. The Credit & Diversifying Strategies team is actively managing a portfolio of investments that span both public and private markets with the goal of providing greater diversification while enhancing returns. The Senior Manager will be an integral part of the process by supporting senior members of the Investment team in the diligence, selection, and monitoring of investments. The collaborative culture of the Trust offers the opportunity to gain broad exposure to all investments in the Trust’s portfolio. Overview The Senior Manager will be a critical contributor to the Credit & Diversifying Strategies team’s efforts and is expected to contribute more broadly with manager research across the broad set of public and private markets in which the Trust invests. The position requires the candidate to be interested in working across other asset class strategies with the ability to collaborate effectively with other investment professionals in those areas. Essential Functions: Contributing to collaborative team-based decisions regarding the merits of investments across asset classes. Leading due diligence on prospective managers from beginning to end. Developing and researching investment themes that will increase the risk-adjusted return of the Trust’s portfolio. Building a strong investment network for use in sourcing and evaluating investment ideas. Independently identifying and sourcing potential investment ideas to be thoroughly vetted by the investment team. Writing clear and concise investment recommendations. Analyzing investment performance to ensure strategies are consistent with the Trust’s long-term objectives. Leveraging analytical tools to assess portfolio and manager data to track firms, funds, and people. Represent the Trust with professional poise at regular meetings with managers and other investors. Helping improve monitoring processes for investment exposure (such as industry, sector geography, style, and other investable factors) in a way that enhances the team’s ability to understand and manage these exposures. Helping with preparation for Investment Committee meetings and other reporting functions of the Investment Office. Helping recruit, develop, and mentor investment analysts. ****This list details the Trust’s assignment of essential functions to this position. Other duties or tasks may be assigned to this position. CANDIDATE REQUIREMENTS: A Bachelor’s degree relevant to the role. An MBA, CFA and/or CAIA designation is strongly preferred. A minimum of seven years of investment experience in a relevant capacity. Prior experience investing across a wide range of asset classes. Experience in investment manager selection and diligence processes. Demonstrated ability to analyze and solve complex problems. Strong interpersonal skills; demonstrated commitment to teamwork; and demonstrated ability to work with others up and down the organizational structure. Strong ethics and attention to details. Strong oral and written communication skills. Ability to prioritize multiple tasks with minimal guidance. Be willing to travel approximately 20% of the time. ***** Forward all resumes along with salary requirements to: jobopportunities@rhac.com


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For you, client interactions arent just transactions. Theyre relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager.

The Expertise Were Looking For


  • Series 7, 63 & 65 and Life Insurance licenses are required


  • Five or more years of customer service experience in the Financial Services industry


  • Bachelors Degree preferred


The Purpose of Your Role

You are providing the highest level of customer service to Fidelitys most sophisticated and highest net worth client. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you directly support the Advisors efforts to increase and develop their business.

The Skills You Bring


  • Exceptional interpersonal communication skills, via telephone and face-to-face consultations


  • Your subject matter expertise will be used to address unique and complex client service requests


  • Ability to work in a dynamic, fast-paced and deadline-oriented environment


  • You will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service reviews


  • Effectively maintain client portfolios in accordance with compliance guidelines


The Value You Deliver


  • Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients


  • Delivering customized service to clients seeking a personalized high-touch relationship


  • Documenting and communicating strategy discussions and implementation


  • Effectively addressing a range of customer needs , to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning


  • Partnering with the Advisor and implementing a structured client contact strategy and promoting annual guidance reviews


  • Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings


  • Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Advisor


  • Helping with pre- and post-guidance appointments; making outbound calls to understand what the client meeting objectives and following up on post appointments to schedule the next meeting


How Your Work Impacts the Organization

Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

/Fidelity Investments is an equal opportunity employer./

Job: *Wealth Management

Title: Wealth Management Relationship Manager New York, NY

Location: NY-New York

Requisition ID: 1914181


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Are you a strategic and creative Multistate Tax Investment Management professional who likes solving complex state and local tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the tax function with business objectives?

We are looking for a sharp, analytical Multistate Tax Investment Management Manager who is ready to take on new challenges and join one of the largest Multistate Tax practices in the world.

What you ll do

As a Manager within the Multistate Tax Investment Management group, you will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a few. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from Firm Leadership to ensure you are set up for success in your role and career. Responsibilities will include:

Maintaining and developing strong client relationships on various tax consulting/compliance engagements.

Advising clients on a variety of issues including partnership and corporate state and local tax returns and work papers with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation.

Coordinating with an in-house tax preparation team within Deloitte and with the clients tax department.

Overseeing detailed review of estimated payment, withholding and composite tax calculations as well as investor packages including state K-1s and grids and related filings.

Researching and analyzing state tax legislation and assisting with the overall impact on the compliance and investor reporting process.

Overseeing various tax consulting projects including research and writing projects related to tax planning, restructuring, due diligence, nexus studies, audit defense, and accounting for income taxes.

Managing engagement workflow management and supervising tax consultants and interns on assigned engagements.

The Team

Deloitte s Multistate Tax Services Investment Management group is part of one of the largest State and Local Tax practice in the world with more than 1,500 professionals worldwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. In addition to the investment management services discussed above, our overall practice s specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.

Qualifications

Required

5 years experience in state income and franchise tax, with experience in the Investment Management industry

Experience with state and local pass-through and corporate tax returns

Experience with state tax planning, tax research, and tax analysis

Bachelor's degree in accounting, finance, or related field

CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, Enrolled Agent, or other appropriate certification

Management experience

Preferred

Public Accounting experience

Excellent research and writing skills

Excellent presentation and communications skills

How you ll grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you at https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html .

Deloitte s culture

Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte .

Corporate citizenship

Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte s impact on the world at https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html .

Recruiter tips

We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you re applying to. Check out recruiting tips from Deloitte professionals at https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html .

Hypergrowth

H

ND:PTY

Category: Tax

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.


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Are you a strategic and creative Multistate Tax Investment Management professional who likes solving complex state and local tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the tax function with business objectives?

We are looking for a sharp, analytical Multistate Tax Investment Management Manager who is ready to take on new challenges and join one of the largest Multistate Tax practices in the world.

What you ll do

As a Manager within the Multistate Tax Investment Management group, you will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a few. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from Firm Leadership to ensure you are set up for success in your role and career. Responsibilities will include:

Maintaining and developing strong client relationships on various tax consulting/compliance engagements.

Advising clients on a variety of issues including partnership and corporate state and local tax returns and work papers with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation.

Coordinating with an in-house tax preparation team within Deloitte and with the clients tax department.

Overseeing detailed review of estimated payment, withholding and composite tax calculations as well as investor packages including state K-1s and grids and related filings.

Researching and analyzing state tax legislation and assisting with the overall impact on the compliance and investor reporting process.

Overseeing various tax consulting projects including research and writing projects related to tax planning, restructuring, due diligence, nexus studies, audit defense, and accounting for income taxes.

Managing engagement workflow management and supervising tax consultants and interns on assigned engagements.

The Team

Deloitte s Multistate Tax Services Investment Management group is part of one of the largest State and Local Tax practice in the world with more than 1,500 professionals worldwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. In addition to the investment management services discussed above, our overall practice s specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.

Qualifications

Required

5 years experience in state income and franchise tax, with experience in the Investment Management industry

Experience with state and local pass-through and corporate tax returns

Experience with state tax planning, tax research, and tax analysis

Bachelor's degree in accounting, finance, or related field

CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, Enrolled Agent, or other appropriate certification

Management experience

Preferred

Public Accounting experience

Excellent research and writing skills

Excellent presentation and communications skills

How you ll grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you at https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html .

Deloitte s culture

Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte .

Corporate citizenship

Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte s impact on the world at https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html .

Recruiter tips

We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you re applying to. Check out recruiting tips from Deloitte professionals at https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html .

#IND:PTY

Hypergrowth

Category: Tax

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.


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Responsibilities: Manage, mentor, and oversee tax department staff including work product produced by department. Develop and maintain relationships with external tax preparers, consultants and audit firms. Oversight of accuate and timely tax return workpaper preparation. Determination of calculations and performance of quarterly testing for REIT status. Coordinate Federal and State income tax compliance with external CPA and tax consulting firms. Maintain tax tickler for any monthly, quarterly or annual Fund tax reporting and compliance. Perform quarterly updates of all IRC Section 704 allocations. Coordinate response to tax authority audits and inquiries with external consultants. Research and coordinate response to tax related investor inquiries via requests made by Investor Relations personnel. Research any relevant issues with Federal or State withholding on investor distributions, track payments withheld, and process filings. Perform Federal and State tax research and planning and prepare any necessary technical memorandums on new and existing Fund structures. Review entity structures with Investment Directors, as needed. Develop expertise in UBIT and ECI along with structures to respond to investor concerns. Review or preparation of income tax projections. Prepare income tax provisions, if necessary based upon entity type. Work with Asset Managers and Consultants to develop and implement strategies to minimize property taxes paid. Complete ad hoc/special projects as directed by CFO, as needed. Qualifications: Six (6) years of experience including at least three (3) years of public accounting with tax emphasis. Strong preference for experience with real estate investment entities, REIT’s, and joint venture structures. Bachelor’s Degree required, Master’s Degree preferred. CPA preferred. Comprehensive understanding of GAAP and SEC reporting, accrual, tax and cash basis financial accounting & reporting. Intermediate to advanced computer skills including Microsoft Office Suite. Strong work ethic and ability to work independently. Communication skills. Excellent business references. Compensation: Salary to be agreed commensurate with experience, bonus, benefits including vacation, sick, medical and dental insurance, continuing professional education and necessary business expenses.


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Dean Capital Investments Management is a proprietary hedge fund manager based in the Washington, DC metro area. The firm uses a combination of quantitative modeling with fundamental analysis to develop and transact on global investment and trading opportunities. Dean Capital Investments Management and its affiliates have more than 100 employees and over 16 years of successful investment experience. We are looking for a talented software developer to join the team. The successful candidate will thrive in a rapidly-evolving trading environment, adapting quickly to changes and being comfortable working with multiple tools/languages and across functional areas. A sampling of responsibilities includes: creating trading tools, scraping data, and some systems administration. Our hiring focuses on demonstrated ability and potential, rather than on knowledge of specific languages and tools. Once on the team, you will immediately be able to make meaningful contributions and to take on new responsibilities quickly. Please note that Dean Capital Investments Management is not currently offering visa sponsorship. Candidates should have the right to work in the United States and should not require an employer sponsored visa from Dean Capital Investments Management going forward. Skills & Requirements Required: · Bachelors or Masters in Computer Science, Engineering, or related work experience · Experience developing with SQL databases. DBA experience a plus · Unix/linux background · Desire to learn new languages/technologies Preferred: · Exposure to AWS or other cloud platforms · Experience with R, Python, and/or Clojure · ETL processing with SSIS · Knowledge of DevOps toolkit (e.g. Git, Puppet, Ansible, Chef, Salt)


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Assistant Controller/Accounting Manager, dependent upon experience High Growth Real Estate Investment Developer and Asset Manager This is a fantastic opportunity to join a dynamic, high growth real estate organization and build systems and processes and enhance internal controls to enable this organization to scale for its significant growth. Firm offers positive, collaborative culture. Position Overview: Performs/Manages all accounting and reporting functions related to assigned real estate fund(s). Key Duties and Responsibilities Prepare/Manage monthly/quarterly/annual accounting close for corporate entity and multiple single purpose entities Prepare additional quarterly investor reporting Assist outside auditors and accountants with year-end reporting to investors and regulatory agencies Prepare Variance Analysis and Cash Flow Analysis Prepare funding/distribution requests to investors and lenders Oversee cash/debt management Assist Founder with oversight of JV partners, including financial analysis and project draws Maintain relationships with other Company departments, including Construction and Asset Management Respond to Investor requests Knowledge, Skills, and Abilities: Business acumen: understands business implications of decisions Software skills: has strong technical skills in one or more software programs Interpersonal skills: considers and responds appropriately to the needs and capabilities of different people in different situations; is tactful, and treats others with respect; relates effectively to others Communication: speaks clearly and effectively, is thoughtful, persuasive; writes clearly and informatively Judgment: exhibits sound and accurate judgment; can clearly explain reasoning for decisions; includes appropriate people in decision-making process; demonstrates persistence and overcomes obstacles; takes calculated risks to accomplish goals Quality: demonstrates attention to detail, accuracy and thoroughness Education and Experience: Accounting degree preferred and CPA a plus 5 – 7 plus years experience in real estate or partnership accounting, including public accounting, preferred Knowledge of investor reporting for single purpose entities Strong process orientation and desire to enhance systems and processes to further the organization’s growth Computer Skills: Competent in use of Microsoft Office, intermediate to advanced use of Excel Proficient in use of QuickBooks software


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Job Description


Paralegal/Project Manager - Investment Management


The successful candidate will be outgoing, a team player, organized and detail-oriented. Strong client service and interpersonal skills are essential. The ability to make well-reasoned, effective decisions and manage time efficiently will be crucial to your success.


RESPONSIBILITIES:


Responsibilities include assisting assigned investment management law attorneys with a broad range of legal, operational, and administrative tasks – closings, filings, registrations and corporate administrative requirements, research, preparation and analysis of documents.



  • Coordinate and manage investment closings

  • Coordinate and manage investments post closing

  • Track status of deals for assigned attorneys

  • Prepare initial investment overview and summaries for clients for review by attorney

  • Assist in preparation and/or drafting of legal correspondence and investment management documents such as comment tracking charts, subscription documents, and formation documents for investment vehicles

  • Open new client matter numbers for incoming client work

  • Proofread and edit legal documents such as comment memoranda, side letters, and other investment management documents as assigned

  • Coordinate entity registrations, filings, and requests for corporate governance documents with third party vendors

  • Manage all documents and saves to repository

  • File documents per in-house process

  • Coordinate any mailings that need to be sent to clients in connection with closings or otherwise

  • Correspond with clients and opposing counsel as necessary

  • Collaborate with other in-house departments such as accounting, document processing, word processing, to ensure the smooth workflow of each matter

  • Review invoices for content and report on billing status

  • Assist attorneys with registrations and logistics

  • Assist attorneys with conference calls and meeting coordination

  • Assist attorneys with administrative tasks such as printing, expense reports, and mail as needed

  • Other duties and responsibilities assigned by the assigned attorneys


QUALIFICATIONS:


To perform this job successfully, an individual must be highly organized and have an excellent attention to detail. The ideal candidate must also have very good communication skills and excellent grammar and drafting skills. 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.

SKILLS:



  • Broad computer knowledge, skills, and proficiency with Microsoft Office, web browsers, and other compatible and related software

  • Demonstrates strong attention to detail

  • Excellent organizational skills - setting priorities, initiative, advance planning, and flexibility

  • Demonstrates strong verbal and written communications skills

  • Knowledge of finance/corporate legal terminology

  • Thorough knowledge of legal research techniques

  • Commitment to excellent client service

  • Excellent interpersonal skills

  • Ability to effectively and accurately present information and respond to questions from attorneys, clients, and others

  • Makes well-reasoned, effective decisions

  • Meets deadlines and manages time effectively

  • Collaborates and promotes team building

  • Observes employee and attorney-client confidentiality

  • Accessible and responsive; timely return of calls and e-mails

  • Interacts in a professional manner


EDUCATION:



  • Minimum 3 years of relevant/specialized work experience in a legal or professional services organization

  • Bachelor’s degree

  • Paralegal certificate or legal course work


This is a full-time, nonexempt position with standard working hours of 8:30am to 5:00pm. During peak periods, this role may require hours that exceed 8 hours per day and/or 40 hours per week.


Foster Garvey PC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital status, military or veteran status, disability, sexual orientation (heterosexuality, homosexuality, bisexuality or gender expression or identity), political ideology, genetic information, or any other basis prohibited by federal, state or local law.


We look forward to hearing from you!


Foster Garvey PC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital status, military or veteran status, disability, sexual orientation (heterosexuality, homosexuality, bisexuality or gender expression or identity), political ideology, genetic information, or any other basis prohibited by federal, state or local law.



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Job Description


Our client is a financially stable real estate firm in Culver City well positioned for growth. We are looking for an experienced Property Management professional with a solid background in all asset classes primarily commercial office. An entrepreneurial mindset supported by a proven track record is essential to this position’s overall objective to lead and grow the property management division. This role will provide a significant opportunity to be a part of an expanding company focused on high service and maximized revenue.


Reports to: Director of Asset Management


Primary Responsibility: This position combines both carrying out the Property Management responsibility and the overall building and management of the Department.


Key Responsibilities:



  • Work with leadership to curate an effective business plan for the division.

  • Direct and be engaged in all property management activities.

  • Manage and supervise third parties and staff toward completion of plans and objectives.

  • Create and execute a workflow for all aspects of managing property assets.

  • Develop and maintain working relationships with vendors serving all areas of property management.

  • Create processes and strategies to implement asset management objectives.

  • Proactively communicate with ownership, management and third parties with regular updates on all property management activities.

  • Hire, train, direct new team members as appropriate.


Work Experience Requirements / Qualifications:



  • 7-10 years of progressive property management experience in all asset classes primarily commercial office.

  • Experience to include Family Office or entrepreneurial environment is preferred.

  • Experience must include senior level departmental managerial leadership as well as expertise in property management best practices and the ability to handle both.

  • Ability to strategize and effectively communicate with ownership, senior management and others at varying levels inside an outside the company.

  • Experience with variety of property management operations, administration and technical support.

  • Proven ability to look for efficiencies in all aspects of property management, with a focus on long term value generation.

  • Team oriented, collegial, contemporary style.


 


Company Description

Privately owned. Financially stable, mature asset portfolio.


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Investment Manager/Assistant to CEO Job Responsibilities: Assisting the CEO on daily administrative work in the office Assisting the CEO on the development of the company and expanding of the business Completing other tasks assigned by the CEO in a timely manner Sourcing and screening investment opportunities with developing potential and investment value. Formulating and implementing the company’s investment plans in securities and future markets. Collecting and analysis of information on economy and relevant polities Collecting public information of listed companies, critically interpret and analyze financial statements, annual reports, prospectus and other financial indicators and data of listed companies. Job Requirements: Background in trading, hedge fund, and/or investment banking Bachelor degree in Finance, Accounting, Management or related discipline Strong analytic skills At least 2 years of experiences in trading, hedge fund, and/or investment banking Strong knowledge on financial instruments Strong in constructing project documents and reports Familiar with the U.S. stock market, future markets, and options Professionalism and strong work ethic Understanding of the operations of capital and listing processes. Patience and dedication Hard working individual Strong communication, organizing skills Professionalism and strong work ethic Ability to communicate in Chinese preferred but not required TYLION INVESTMENT LLC is an investment company with Chinese background which invests in securities, commodities, and other financial derivatives. The company is now recruiting new candidates in our office located in San Marino, California.


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Job Description


LinkedIn Talent Solutions


Davlyn Investments, Property Management is seeking a Property Manager with industry experience to direct one of our apartment communities toward the accomplishment of the company's key goals and objectives. The candidates we seek want a full-time career in property management. They will also possess a positive, friendly and professional demeanor, strong sales, customer service and computer skills, good business acumen and excellent communication skills.


POSITION OVERVIEW:


SALARY: $17/HR


BONUS & COMMISSION: Quarterly bonus opportunity, property incentives and leasing commissions


BENEFITS: Medical, dental, vision and life insurance after 90 days of employment and vacation and sick pay, a 401k plan and education assistance program


 


 


SCHEDULE: 5 days per week


RESPONSIBILITIES:


** Increase property revenues


** Decrease operating and maintenance expenses


** Train, supervise, empower and motivate direct reports and vendors


** Create and maintain a positive, stimulating and safe work environment


** Achieve customer satisfaction through responsiveness to needs, enhanced communication and unparalleled professionalism


 


CANDIDATES MUST HAVE:


** A minimum 3-4 years' of experience in multi-family property management. Candidates looking to move up from Assistant Property Manager, or other related positions will be considered.


** Experience in sales, marketing and apartment management and personnel management


** Strong customer service, problem solving, organizational, time management and oral and written communication skills


** Yardi Expereince a plus


** Proficiency with MS Word, Excel and Outlook


** Physical and visual ability to inspect apartment units, landscaping, vendor and subordinate work performance


** Valid California drivers' license, a good driving record and dependable transportation


** The ability to pass a criminal background check, drug screen and credit check as a condition of employment


 


Company Description

Founded in 1993, Davlyn Investments is a prominent real estate operating company focused in California, that specializes in the acquisition, renovation, repositioning, management and sale of multifamily, and office projects throughout California.

Building value is more than an abstract concept to us. Our unmatched attention to detail and standards of quality result in greater demand for our product, and in turn, generate superior returns to our investors.

Join our team, today!


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Job Description


 


Overview 


Established National Real Estate Investment Group currently hiring for a District Manager to join the team in their Denver, CO corporate location. Flexible, creative and fast-paced work environment with competitive benefits and compensation package.  


Responsibilities:



  • Supports National Director of Operations with oversight of multi-family portfolio, including fiscal management, resident relations and community employee supervision

  • Assists with Yardi system conversion as it relates to operations support and implementation including process development & improvements

  • Travels to communities to conduct employee training and when necessary, supporting on-site Community Director vacancies 


Requirements:



  • Ability to travel to multi-family communities for extended periods of time on short notice

  • Accredited Bachelor’s Degree in related or technical field

  • 3 years minimum experience in multi-family property management, preferably in a District Management role at a large company or 500+ unit Property Management role    

  • Ability to work effectively with, and obtain cooperation within and external of the organization - other employees, departments, functions & outside parties

  • Excellent verbal, written, and phone communication skills

  • Must be strong in ERP Systems, preferably Yardi

  • Detail and deadline driven with a drive for quality and timeliness of work



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Are you a strategic and creative Multistate Tax Investment Management professional who likes solving complex state and local tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the tax function with business objectives?

We are looking for a sharp, analytical Multistate Tax Investment Management Manager who is ready to take on new challenges and join one of the largest Multistate Tax practices in the world.

What you ll do

As a Manager within the Multistate Tax Investment Management group, you will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a few. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from Firm Leadership to ensure you are set up for success in your role and career. Responsibilities will include:

Maintaining and developing strong client relationships on various tax consulting/compliance engagements.

Advising clients on a variety of issues including partnership and corporate state and local tax returns and work papers with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation.

Coordinating with an in-house tax preparation team within Deloitte and with the clients tax department.

Overseeing detailed review of estimated payment, withholding and composite tax calculations as well as investor packages including state K-1s and grids and related filings.

Researching and analyzing state tax legislation and assisting with the overall impact on the compliance and investor reporting process.

Overseeing various tax consulting projects including research and writing projects related to tax planning, restructuring, due diligence, nexus studies, audit defense, and accounting for income taxes.

Managing engagement workflow management and supervising tax consultants and interns on assigned engagements.

The Team

Deloitte s Multistate Tax Services Investment Management group is part of one of the largest State and Local Tax practice in the world with more than 1,500 professionals worldwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. In addition to the investment management services discussed above, our overall practice s specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.

Qualifications

Required

5 years experience in state income and franchise tax, with experience in the Investment Management industry

Experience with state and local pass-through and corporate tax returns

Experience with state tax planning, tax research, and tax analysis

Bachelor's degree in accounting, finance, or related field

CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, Enrolled Agent, or other appropriate certification

Management experience

Preferred

Public Accounting experience

Excellent research and writing skills

Excellent presentation and communications skills

How you ll grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you at https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html .

Deloitte s culture

Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte .

Corporate citizenship

Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte s impact on the world at https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html .

Recruiter tips

We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you re applying to. Check out recruiting tips from Deloitte professionals at https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html .

#IND:PTY

Hypergrowth

Category: Tax

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.


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Job Description


 


his position serves to assist in overseeing, analyzing, and managing the operational and financial aspects of the overall operation and maintenance of real estate assets owned by Centennial Properties, Inc. and various 1031 entities as directed by the Vice President of Real Estate Investment.  Responsibilities include conducting and preparing market research, creating investment standards for various real estate markets, budgeting analysis and tracking, IRR analysis, and proforma development.  



This position will also be responsible for identifying, analyzing, and recommending various real estate strategies for existing 1031 assets and identifying additional assets for purchase to facilitate future 1031 exchange transactions in various real estate markets.



The position will also handle special projects as needed including entitlement work, political approvals and permitting, and serving as project coordinator for complex projects.   The ideal candidate is an experienced creative problem solver who can anticipate issues and develop alternative solutions in a timely manner.  In addition, this candidate is hands on so can dive into the details to analyze financial impacts of various pathways, find efficiencies and provide the management direction to achieve agreed upon goals. 


Our ideal candidate will have all of the following:



  • Specific project experience at a senior decision maker level.

  • Minimum of 10 years experience in building, development, and investment in both commercial and residential.

  • Significant property management experience for both commercial and residential.

  • Familiarity with working with a variety of municipalities, including knowledge of how to work with the Department of Planning and Development, and other appropriate City and County departments.

  • Has a firm grasp of financial metrics and how to improve performance over the short and long term.

  • Is comfortable facilitating public meetings and engaging with community members and organizations.

  • Extensive Knowledge of Microsoft Excel to analyze investments and costs, including IRR analysis.

  • Ability to read and understand construction and development drawings.

  • Ability to budget and cost control projects.

  • Is flexible and willing to take on a variety of projects.Can manage multiply tasks at once.

  • Ability to manage independent contractors and peers as needed.

  • Ability to communicate efficiently and effectively with all management levels.

  • Ability to read and understand financials and relevant financial ratios.

  • General legal knowledge associated with construction contracts, leases, complex ownership structures, deeds of trusts, and easements.

  • Experience in a privately held real estate company is ideal.

  • Track record of success in various market conditions.

  • A four year degree in investment or construction management is preferred or at least 10 years in the real estate construction and investment industry.



Our compensation package includes a competitive salary and a full suite of benefits including a generous 401(k) match.  Please apply online at https://careers.cowlesco.com. We are an Equal Opportunity Employer. Drug & background check required on all finalists. Position open until filled.


 


Company Description

Centennial Real Estate Investments is a subsidiary of Cowles Company located in Spokane, Washington for over one hundred years. The company owns and manages property located throughout the Western United States including vacant land, office buildings, retail structures, television stations, and a paper mill.

The mission of Centennial Real Estate Investments is to provide superior real estate services including leasing, sales, and property management. The company’s staff of 28 highly experienced, energetic, and efficient employees provides real estate leasing, sales, construction, and property management services as well as security, janitorial, facilities engineering, and parking garage services. All of our building and land holdings are meticulously managed and maintained by our own in-house staff members providing a superior environment for our tenants, employees, and the community alike.


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Job Description


Dean Capital Investments Management is a proprietary hedge fund manager based in the Washington, DC metro area. The firm uses a combination of quantitative modeling with fundamental analysis to develop and transact on global investment and trading opportunities. Dean Capital Investments Management and its affiliates have more than 100 employees and over 16 years of successful investment experience.


 


We are looking for a talented software developer to join the team. The successful candidate will thrive in a rapidly-evolving trading environment, adapting quickly to changes and being comfortable working with multiple tools/languages and across functional areas. A sampling of responsibilities includes: creating trading tools, scraping data, and some systems administration.


 


Our hiring focuses on demonstrated ability and potential, rather than on knowledge of specific languages and tools. Once on the team, you will immediately be able to make meaningful contributions and to take on new responsibilities quickly.


 


Skills & Requirements


Required:


· Bachelors or Masters in Computer Science, Engineering, or related work experience


· Experience developing with SQL databases. DBA experience a plus


· Unix/linux background


· Desire to learn new languages/technologies


 


Preferred:


· Exposure to AWS or other cloud platforms


· Experience with R, Python, and/or Clojure


· ETL processing with SSIS


· Knowledge of DevOps toolkit (e.g. Git, Puppet, Ansible, Chef, Salt)


 


 


Company Description

Dean Capital Investments Management is a proprietary hedge fund manager based in the Washington, DC metro area. The firm uses a combination of quantitative modeling with fundamental analysis to develop and transact on global investment and trading opportunities. Dean Capital Investments Management and its affiliates have more than 100 employees and over 16 years of successful investment experience.


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Company Overview: Mitsui Sumitomo Marine Management U.S.A., Inc. is one of the world’s top ten property/casualty insurance carriers with over 40,000 employees worldwide. Company Overview: Mitsui Sumitomo Marine Management U.S.A., Inc. is one of the world’s top ten property/casualty insurance carriers with over 40,000 employees worldwide. Position Overview: The Investment Accounting Manager is responsible for the organization and supervision of the Investment Accounting functions for MSIG and its subsidiaries. This includes hands on understanding and supervision of all investment transactions for MSIA, MSU and MSIGS self-managed and externally managed investment portfolios on NAIC Statutory, US GAAP, IFRS and Tax bases. Responsible for the analysis, reporting and performance of these portfolios on both a monthly and quarterly basis. Ensures completeness and accuracy of all investment transactions entered by FIS and recorded in the general ledger. Ensures compliance with all state regulations for minimum capital requirements and appropriate investment holdings. Oversees coordination of investment activities with asset managers and custodian banks. Essential Functions: Investment Accounting Accountable for all NAIC Statutory, US GAAP, IFRS, Home Office, Tax etc., accounting functions for MSIA/MSU/MSIGS investment portfolios which total approximately $2B. Hands on review of all monthly and quarterly investment activity, reporting, reconciliations and bookings to the general ledger. Responsible for monthly processing of investment activity with outsourced vendor. Coordinate required staff training to ensure timely and accurate monthly and quarterly accounting investment activity. Manages all aspects of the general ledger related to the investment function with an eye towards efficiency and automation. Accountable for the creation and review of the Quarterly Investment Financial packages for the Board and Investment Committee Meetings. This includes such items as calculation of consolidated portfolio returns and yield; unrealized gain, investment income maturity, minimum and capital analysis; watch list; impairment monitoring; etc. This package to be enhanced as appropriate. Prepare quarterly economic commentary about the state of the bond and equity markets, the macroeconomic environment, as well as overall portfolio results, attribution and sector allocations. On occasion present commentary at Investment Committee meetings. Perform a detailed review and sign off of all NAIC Statutory filings. Responsible for investment related footnote disclosures on all accounting bases. Projects Researches accounting issues for compliance with NAIC Statutory, USGAAP, Home Office, IFRS and various regulatory State and Federal agencies. Responsible for implementation of a new (Clearwater) investment accounting and software platform. Complete the investment information required in the AM Best questionnaire. Obtain the NY Certificate of Deposits and NY Certificates of Compliance for year end. Budget Recommends annual investment budget amounts. Monitors and performs flux analysis on budget vs actual performance for investment related balances. Investment Manager Relationship Management Along with CFO and Japanese Representatives, maintain positive relationships with external asset managers and ensure compliance with Asset Manager Guidelines . Communicate budget expectations to Investment Managers. Coordinates the scheduling for the Investment Committee meetings quarterly. Coordinates the scheduling for meetings with portfolio managers quarterly. Ensure Investment Guidelines are updated as necessary. Maintain Investment Committee Charter to ensure it is up to date and reviewed annually. Cash Flow Reporting Responsible for cash flow reporting as relates to investments and ensures liquidity needs for the group companies are met. An example is funding dividend payments. Coordinate investment of excess funds with the CFO and Investment Committee. Monitor maturities, analyze and recommend reinvestment options. Other Responsibilities Oversees implementation of the company’s Letter of Credit (LOC) policy by maintaining the LOC inventory and ensuring compliance with appropriate NY laws as well as business requirements. Liaises with internal and external auditors on investments as necessary. Ensures strong internal control environment around investment activities. Update, create and maintain detailed documentation of investment accounting and reporting activities, processes, and control documentation. Ensures appropriate training and cross training of staff members Back up the Treasury Manager and Senior Investment Accountant responsibilities. Stay current on all new accounting pronouncements as well as state and federal law related to investment compliance and reporting. Cross train with Japanese Representatives in order to make asset purchases using Bloomberg. Supervisory Responsibilities: Must supervise, train and mentor Senior Investment Accountant and Treasury Accountant – Investments in their investment accounting responsibilities. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring and training employees; planning, assigning, and directing work; appraising performance; rewarding and correcting employees; addressing complaints and resolving problems. Qualifications: To perform this job successfully, an individual must be self-motivated and 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 essential functions. Education & Experience: Bachelor’s degree in Accounting CPA 5-7 years of investment accounting experience 3-5 years of management experience Through knowledge of US GAAP, IFRS and NAIC Statutory accounting as it relates to investments NAIC Insurance Schedule D experience Experience evaluating new accounting standards and implementing them Experience writing technical accounting memos for investments Experience with reviewing, creating, and implementing internal controls around investment accounting and drafting policy and procedures Experience implementing new systems and processes Experience in optimizing operational efficiencies via improved or streamlined processes or automation Experience with Clearwater system Computer Skills: To perform this job successfully, an individual should have knowledge of accounting software (Pro GL, Sunguard Iworks, Clearwater, and Bloomberg software); Proficiency with MS Office Suite (Word, Excel, Power Point) required. Other skills required: Effective interpersonal and presentation skills. Strong organizational, motivational and decision making skills. If you would like to apply for this position please send your resume to resumes@msigusa.com The Company is an Equal Opportunity / Affirmative Action employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.


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For you, client interactions aren't just transactions. They're relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager.The Expertise We're Looking For • Series 7, 63 & 65 and Life Insurance licenses are required • Five or more years of customer service experience in the Financial Services industry • Bachelor's Degree preferred The Purpose of Your RoleYou are providing the highest level of customer service to Fidelity's most sophisticated and highest net worth client. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you directly support the Advisor's efforts to increase and develop their business.The Skills You Bring • Exceptional interpersonal communication skills, via telephone and face-to-face consultations • Your subject matter expertise will be used to address unique and complex client service requests • Ability to work in a dynamic, fast-paced and deadline-oriented environment • You will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service reviews • Effectively maintain client portfolios in accordance with compliance guidelines The Value You Deliver • Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients • Delivering customized service to clients seeking a personalized high-touch relationship • Documenting and communicating strategy discussions and implementation • Effectively addressing a range of customer needs , to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning • Partnering with the Advisor and implementing a structured client contact strategy and promoting annual guidance reviews • Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings • Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Advisor • Helping with pre and post-guidance appointments; making outbound calls to understand what the client meeting objectives and following up on post appointments to schedule the next meeting How Your Work Impacts the OrganizationPrivate Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. We welcome those with experience in jobs such as Retail Sales Representative, Accounting Assistant, and Accountant and others in the Accounting and Finance to apply.PandoLogic. Category: , Keywords: Client Services Manager


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