All jobs

All jobs

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. 

See who you are connected to at Net Impact
Connect via:
See full job description

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

See who you are connected to at Scott Byron & Co.
Connect via:
See full job description

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

See who you are connected to at Homeless Prenatal Program
Connect via:
See full job description

 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. 

 

See who you are connected to at Huckleberry Youth Programs
Connect via:
See full job description

 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.

See who you are connected to at Huckleberry Youth Programs
Connect via:
See full job description

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.

See who you are connected to at Impact Hub Oakland
Connect via:
See full job description

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

See who you are connected to at KIPP Bay Area Schools
Connect via:
See full job description

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

See who you are connected to at Mia's Kitchen
Connect via:
See full job description

About KIPP Bay Area Public Schools

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

Position Overview

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

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


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

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

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

  • Follow up on vendor and reimbursement outstanding checks

  • Correspond with vendors and respond to inquiries

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

Year-End Closing and Financial Audits


  • Assist with semi-annually financial closing

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

  • Enter all prior fiscal year invoices and reimbursements

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

  • Prepare and file annual IRS Forms 1096 and 1099

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

Potential Opportunities for Growth


  • Train new Operations Managers on accounting policies and procedures

  • Hold monthly RSO Concur office hours

Skills and Qualifications


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

  • Bachelor’s degree

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

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

  • Proficient in business writing and communication

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

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

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

Compensation

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

How to Apply 

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

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

See who you are connected to at KIPP Bay Area Public School
Connect via:
See full job description

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.

 

 

See who you are connected to at Resource Development Associates
Connect via:
See full job description

Addo IR is a high energy, growing investor relations firm with a great culture that promotes a work life balance. The successful candidate will be joining a team that is focused on building a world-class investor relations agency emphasizing exceptional relationships with its clients and the investment community. The candidate will possess strong analytical, communication and organizational skills, preferably with a finance or accounting background. Primary responsibilities will include: Supporting a team of 3-4 members per each client’s investor relations program Monitoring research and financial news for clients and their peers Monitoring clients’ stock prices, Wall Street analyst consensus estimates and short interest activity Assisting with the planning and preparation of investor conference and marketing events Preparing weekly client reports and other client deliverables, including bi-monthly stock analysis reports, quarterly shareholder analyses, industry news summaries and client-specific research Assisting with quarterly earnings conference call planning and logistics, and assisting with preparing earnings-related documents Assisting with special projects on an ad-hoc basis for select clients Desired Skills and Experience Bachelor’s degree (business/finance, accounting, economics majors preferred) Prior work experience (1-3 years), preferably public accounting in a Big 4, financial services, consulting or investor relations Self-starter with superb organizational skills; able to execute on projects / strategies with minimal oversight Very strong knowledge of Microsoft Excel, PowerPoint and Word Working knowledge of the financial and investment markets Excellent communication and solid writing skills High financial literacy, including the ability to read financial statements and conduct valuation analyses Prior experience with financial databases (i.e., NASDAQ IR Insight/Thomson, FactSet, Bloomberg) a plus Excellent judgment, discretion and integrity


See full job description

We are seeking a highly skilled Vice President, with approximately 7-10 years of Investor Relations and/or Wall Street experience. This is a unique opportunity to work with a successful and growing Investor Relations firm. ​ Responsibilities include: Manage and develop results-oriented financial communications strategies and tactics based on individual client situations and objectives. Manage quarterly earnings process including drafting earnings releases, conference call scripts, Q&A preparation, and conduct post-call follow-up. Develop communications and marketing materials to effectively convey client’s investment thesis including investor presentations, company factsheets and IR website to investor audiences. Manage non-deal roadshows, conference participation, investor targeting and investor marketing. Prepare and disseminate investor marketing feedback reports. Monitor and analyze data related to trading activity, industry and peers. Provide sector & peer research / valuation / trading insight. Manage existing institutional ownership and target new, quality investors. Develop and prioritize prospective sell-side analyst coverage. Develop perception studies and positioning and messaging recommendations. Prepare written materials, such as press releases, earnings scripts, annual shareholder letters and earnings releases, for dissemination to the public.​ Proactively interact with Wall Street constituents with primary focus on the buy and sell side. Support senior management in preparing pitches for new business opportunities. Conduct initial due diligence calls with the buy-side for companies under coverage. Additional requirements: Excellent writing ability with extensive experience in all forms of written communication, from business media news releases to executive talking points. Strong analytical skills, able to understand the Company's financial results, transactions and external economic data. Solid Excel and PowerPoint skills. Experience with industry databases (FactSet, IPREO, IR Insight, Bloomberg, Capital IQ) a bonus. Broad understanding of general business trends and an ability to consult knowledgeably with senior executives on a broad range of communications topics. Effective, research-based message development that compels investors and other audiences to understand a company’s position. Possess strong oral communications and leadership skills. Strategic thinker and planner. High level of organizational skills with an attention to detail enabling you to manage multiple client accounts simultaneously. Willingness to travel to investor meetings and events with management. Strong understanding of Wall Street ecosystem. Exceptional teamwork skills. Ability to manage up and support the senior-level managers on each of your accounts. Education and Experience Undergraduate degree is required (ideally in business or finance)


See full job description

Investor Relations Associate / Senior Associate Addo IR is a high energy, fast-growing investor relations firm with a great culture that promotes a work-life balance. The successful candidate will be joining a team that is focused on building a world-class investor relations agency emphasizing exceptional relationships with its clients and the investment community. The candidate will possess strong analytical, writing, communication and organizational skills, preferably with a finance or accounting background. Primary responsibilities will include: Assist in the preparation of written materials such as press releases, annual shareholder letters, earnings releases, conference call scripts, investor presentations, and corporate factsheets, among other materials for investment community. Prepare and disseminate quarterly market reports to management, which include institutional activity, trading and price performance, shareholder ownership, short interest, analyst coverage, recommendations and rating. Update investor presentation in coordination with conference participation. Respond to and manage day-to-day inbound investor inquiries. Develop and maintain a comprehensive buy-side database and investor call log. Compare internal client forecasts with analyst models—tracking analyst estimate changes and ensuring accuracy Handle coordination of non-deal roadshows, conference participation, investor targeting, marketing and manage conference schedules. Analyze and prepare daily research and peer tracking summaries. Assist in the development of perception studies. Desired Skills and Experience Bachelor’s degree (business/finance, accounting and economics majors preferred) Prior work experience (4-7 years), preferably public accounting in a Big 4, financial services, consulting or investor relations Self-starter with superb organizational skills; able to execute on projects / strategies with minimal oversight Very strong knowledge of Microsoft Excel, PowerPoint and Word Working knowledge of the financial and investment markets Prior experience with financial databases (i.e., NASDAQ IR Insight/Thomson, FactSet, Bloomberg) a plus Excellent writing ability with experience in all forms of written communication, from business media news releases to executive talking points Possess strong oral communications and leadership skills Basic understand general business trends and Wall Street ecosystem Strategic thinker and planner. Please note: This position will also require some travel.


See full job description

COMPANY DESCRIPTION: Our client is a multi-billion dollar real estate private equity fund based in Pasadena CA. JOB DESCRIPTION: Our client seeks an Investor Relations Associate to join the team. Job responsibilities include: Organize and optimize existing investor CRM database. Prepare presentation materials for external and internal audiences related to fundraising objectives. Plan strategic investor communication campaigns and follow-up. Work closely with Senior Leadership to help them identify, develop and engage new HNW, Institutional and Family Office investor relationships. Assist Senior Leadership in managing relationships with current and potential institutional investors. Work in tandem with the Asset Management, Finance, and Accounting teams to prepare and distribute quarterly reporting to investor base. JOB REQUIREMENTS: Bachelor’s Degree required. 2+ years of experience in investor relations Preference for candidates with experience in real estate Strong knowledge of Microsoft suite of products, particularly Powerpoint, Excel and Word Demonstrated ability to communicate effectively both written and verbally internally and externally


See full job description

Position Summary – Director of Investor Relations Ann Arbor SPARK is Ann Arbor’s economic growth engine, working with companies of all sizes to help them succeed. Reporting to the President and CEO, and in partnership with the CEO, this position is responsible for planning, organizing and directing all of SPARK’s private sector fundraising activities. The Director, Investor Relations helps forge new relationships to build SPARK’s visibility, impact, and financial resources. The Director, Investor Relations also designs and implements a comprehensive plan for developing key external alliances by cultivating private sector support. This position has primary responsibility for establishing and implementing the infrastructure needed to grow the private sector budget through the solicitation of corporate and foundation support, grants, and special event sponsorship. This role expands and diversifies SPARK’s donor base/pipeline and works to secure funding for new initiatives. In addition, the Director, Investor Relations will work closely with the Executive Committee and SPARK officers as they take on more active fundraising roles. It is expected that the amount raised by SPARK will increase in future years as the Director, Investor Relations systematically and effectively strengthens the organization's overall fundraising capacity. Key Deliverables of this position: Participates as a member of the SPARK leadership team Develop and implement a comprehensive development and strategic partnership strategy, and action plan, to identify, pursue, secure and grow private sector revenue for Ann Arbor SPARK Determine key performance indicators and success metrics to monitor and report progress against revenue goals; provide regular reports and updates on strategy and progress in meeting revenue goals. Lead and support the development of funding proposals and strategic partnerships in support of the Ann Arbor SPARK overall strategic plan Oversight and execution of private sector funder-related events. Serve as the primary staff liaison supporting fundraising activities by the President and CEO. Oversee creation of publications to support investor relations Identify, pursue and secure sponsors for SPARK events; primary contact, in conjunction with Marketing, for sponsor interaction with SPARK. Oversee research funding sources and trends, with foresight, to help position SPARK ahead of major funding and grant changes or trends Monitor and maintain funder and sponsor information in Salesforce Develop and implement a stewardship program and engagement plan aimed at cultivating deeper relationships with donors Improve perception of SPARK among private sector organizations/stakeholders Suggested qualifications: Strong interpersonal and writing skills Have knowledge and experience in fund raising techniques, particularly major gift fundraising Have the desire to get out of the office and build external relationships Be a “self-starter” and goal driven to initiate donor visits and fundraising calls Be organized and exhibit “follow through” on tasks and goals Display a positive attitude, show concern for people and community, demonstrate presence, self-confidence, common sense and good listening ability Experience in economic development or a non-profit environment Bachelor's Degree


See full job description

AmeriHome is actively recruiting for a FVP of Investor Relations who has proven track record of success. The FVP of Investor Relations reports to the Chief Financial Officer and is responsible for the strategy and implementation of investor relations of AmeriHome. To perform this job successfully, an individual must be able to perform the following: Lead the strategic planning, direction and execution of the IR function at AmeriHome Align key internal executive, financial, accounting, government relations, public relations and legal stakeholders, and other business functions to develop and manage the corporate communications schedule Key point of contact to prepare executive management for investor meetings, road shows, earnings calls, media outreach and related activities Prepare analysis, disclosures and reporting for dissemination to executive management, investors, analysts and other important stakeholders on a proactive basis. Communicate financial returns and Company performance to external constituencies including: Board of Directors Lenders Rating Agencies Investors Regulators Trading Counterparties Bankers Insurers Federal & State Entities Industry Associations Perform ad hoc research and analysis as required to address investor questions/concerns and inform executive management Develop investor engagement and communication plans Record and summarize all investor and analyst contact Work closely with CFO to prioritize and divide up the IR workload such that there is a coordinated approach at the most senior level. Work productively and frequently with executive management to understand the timing and impact of business events Develop and manage press releases, earnings releases and corporate presentation materials Develop Board agendas, facilitate content development, and note key requests in Board discussion for potential Executive Team follow up This role requires a solid understanding of the company’s strategic objectives, financial performance and operations. Qualifications: Bachelor’s degree required in related field MBA or CPA preferred 10+ years’ experience in investor relations, investment banking or sell-side analytics Exceptional presentation skills and the ability to communicate and build relationships across the enterprise Obsessive attention to detail, both in messaging and in written documents Proven success building an IR function in a high-growth environment Familiarity with SEC reporting requirements preferred Ability to understand and articulate financial modelling to external stakeholders Must have an understanding of financial statements and related disclosures Knowledge of mortgage/financial industry and the various industry participants Advanced knowledge of MS Office (Excel, PowerPoint & Word) Strong analytical, financial modeling and reporting skills, SQL proficiency Ability to work independently and be self-motivated in a fast-paced, and rapidly changing environment Maintain high level of trust and integrity under strict confidentiality What We Offer: At AmeriHome, our employees are our most important asset. To demonstrate our commitment to them, in addition to a competitive compensation package, we offer a comprehensive suite of benefits to help our employees manage their personal lives and plan for the future, while working hard at their home away from home. We offer a generous contribution strategy that keeps our benefits competitive and affordable and ensures that we are able to attract and retain the best talent. Who We Are AmeriHome Mortgage was established in 2014. By 2017, we earned the distinction of being a Top 10 mortgage lender.* AmeriHome is a privately held, multi-channel, mortgage investor, direct-to-consumer lender, and servicer, licensed in 49 states, and headquartered in Thousand Oaks, California. We currently employ over 500 people in our Thousand Oaks, Dallas, and Irvine facilities where we purchase and originate over 12,000 loans per month. Focused on delivering excellence in lending, our motivation for success is represented throughout the company and thrives from the trust built between all employees. AmeriHome is always looking for top talent to join our growing, fast-paced, and friendly teams.


See full job description

Associate, Investor Relations Chicago Who We Are: BentallGreenOak is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BentallGreenOak has offices in 22 cities across nine countries and three continents with deep, local knowledge, experience, and extensive networks in the regions where we invest and manage real estate assets on behalf of our clients. BentallGreenOak is part of the SLC Management institutional asset management business of Sun Life Financial Inc. BentallGreenOak promotes a corporate culture that attracts and retains the highest caliber people. We encourage opportunities for growth, development and promotion by providing our employees with the resources to work effectively and continually strive to perform better. We are committed to a safe and sustainable work environment. Position Responsibilities : Serve as lead for multiple concurrent deliverables for clients and consultants including data requests, database submissions and other ad hoc requests. Coordinate internally and follow-up to ensure requests are completed in timely manner Complete Due Diligence Questionnaires (DDQs), Requests for Proposal (RFPs) and Requests for Information (RFIs); draft language as needed Maintain and update investor contact information and distribution lists, track investor lists and investor activity within Salesforce, coordinate updates with various external fund administrators Effectively distribute all reporting documents including drawdown notices, distribution notices, quarterly reporting and tax reporting Maintain global finance reporting calendar as it corresponds to investor deliverables Effectively manage time, exhibit flexibility and ability to multitask and shift priorities as needed Collaborate with members of the investor relations, marketing, investment, compliance, human resources, legal and accounting teams to ensure content is complete, accurate and timely Develop, maintain, and demonstrate an in-depth understanding of private equity real estate and the Firm’s products Education and Experience: Bachelor’s degree Minimum of three years of directly relevant experience with an investment management firm Essential Qualifications: Computer proficiency with Excel, Word, and PowerPoint is required Strong project management and organizational skills, adept at multi-tasking and time management, anticipates next steps Strong communication skills, both written and verbal Highly organized and able to track multiple work streams concurrently Highly analytical, skilled at problem solving and decision-making. High level of self-motivation, a quick learner who is resourceful and adapts well to change Ability to work independently as well as with a team. Comfortable working across the organization with all levels of management Comfortable working under pressure and must have the ability to work overtime or weekend hours when required to meet deadlines Knowledge of private equity real estate would be an advantage The Associate will be an integral part of the Capital Raising and Investor Relations team, servicing a global institutional client base and assisting with business development efforts. The Candidate will be a self starter, work well with others, be able to multi task efficiently, communicate effectively and have a strong ability to follow tasks through to completion. Reasonable accommodation at any time throughout the hiring process is available through BentallGreenOak’s Human Resources department for applicants with disabilities or for those needing job postings in an alternate format.


See full job description

Fluence, a leader in the global water and wastewater treatment market, is seeking an Investor Relations Manager to join their team in White Plains, NY, and to manage all aspects of investor communication. The ideal candidate will have 5-7 years of work experience in investor relations or financial services and must have excellent written and oral communication skills. They must possess the ability to clearly articulate the company’s technology, competitive positioning and advantages, and financial performance to current and prospective investors. The main objectives are to build a loyal shareholder base with a long-term investment horizon that will minimize share price volatility and to provide leverage to the executive officers so they can execute on the strategic plan. Responsibilities include drafting quarterly business updates and conference call scripts, the creation and maintenance of investor presentations, drafting all press releases, attending investor and industry conferences to meet current and prospective investors, attracting additional sell-side research coverage and liaising with existing analyst community, attending internal strategy meetings and providing periodic updates to the Board of Directors on investor outreach strategy. The position reports to the CEO. Company Overview: Fluence is a leading global water and wastewater treatment company focused exclusively on the decentralized market. Headquartered in White Plains, NY, the company is traded on the Australian Stock Exchange and has a market capitalization of approximately US$200 million and has approximately 330 employees. The company delivers projects and pre-engineered equipment that produce potable water or remove contaminants from wastewater that returns the quality to reuse standards. The company is also scaling its focus on retaining projects on balance sheet to sell water under long-term off-take agreements.


See full job description

CohBar Inc., a SF Bay-Area based publicly traded clinical stage biotechnology company, is looking to hire an experienced, dynamic, self-starter to work with senior management in the planning, development and implementation of its investor relations strategy. The ideal candidate should have prior experience in investor relations working with a public entity and familiarity with the biotech/pharmaceutical industry. General Responsibilities Develop and implement IR programs and strategies to enhance the perception, awareness and visibility of CohBar within the investment and pharma communities Optimize messaging and positioning relative to our corporate strategy, mission, culture, pipeline and technology Work collaboratively with external IR, Communications, Media and 3rdparty vendors and resources Develop and manage investor marketing materials, corporate press releases, letters to shareholders, website, social media and presentation materials Organize, plan and track Company road shows, conferences, presentations, speaking engagements and media interviews Primary contact and resource for investor calls, requests for information and shareholder questions Assist with creation of quarterly board of directors’ presentations Help develop and maintain relationships with investors, analysts and banks Develop and manage calendars and timelines for investor conferences, non-deal roadshows, analyst days, KOL and other major events Participate in the quarterly earnings calls including due diligence calls with management, drafting earnings releases, conference call scripts and Q&A documents. Track and implement news flow around scientific founder’s publications, conferences and presentations Proficiency and Expectations General Requirements: Requires a minimum BA/BS degree with at least 5 years relevant work experience in investor relations. Public Company Investors Relations experience Prior experience with Biotechnology companies an advantage Excellent written, verbal, computer and social media knowledge and skillsHighly motivated individual who can successfully work independently in a fast paced, deadline driven environment Excellent organizational and planning skills Confidence in communicating with sophisticated investors, company executives, the scientific community, bankers, analysts and the media Additional Information Full Time Position Location: Menlo Park, CA Salary: Commensurate with experience Benefits: Medical, Dental, Vision, 401K, Stock Options Contact Information Info@cohbar.com


See full job description

Job Description


With limited supervision the Investor Relations Analyst position generally works the functional roles to support and record the company’s client interface activity. This role is responsible for tracking investor and issuer activity in the CRM, participating in client calls, and other projects as deemed necessary to the overall functional systems support. Can also be involved in information technology (IT) projects in order to improve transaction efficiency, working with the company’s marketing team regarding prospective clients/investors, while maintaining and managing investors' data in computer databases.


Apply if You



  • Have a keen understanding of the technology landscape

  • Bring positive behavior to work every day, and consider yourself highly motivated

  • A drive to dive deep into complex topics and succinctly communicate these findings

  • Consider yourself to be a leader with a collaborative mind-set


  • Desire to work in-tandem with teammates to see that projects are finished with speed and accuracy


  • Enjoy multitasking and using your wit and education to develop solutions in a fast-paced and ever-changing environment


  • Are interested in being part of a truly unique group where you’ll be able learn the business in a close-knit setting that provides exposure to most every aspect of our firm’s global operations, strategy and vision.


Duties/Responsibilities:



  • Monitor investor contact activity to maintain investor tracking reports

  • Participate in investment transaction operations by updating colleagues with investor stage, document status, and cash receipts

  • Produce and disseminate quarterly investor reporting packages including capital statements and underlying firm updates

  • Input investor contact stages and investor information using Salesforce

  • Continuously enhance current investor reporting to create repeatable process to advance the firm forward and support growth

  • Assist with the preparation of project-level business plans for technology development

  • Participate in investor and issuer calls and meetings to properly update tracking reports

  • Monitor email on nights and weekends to ensure active investor progress continues

  • Assist with other ad-hoc projects related to investor relations and research


Required Skills/Abilities:



  • Strong entrepreneurial, analytical, quantitative, communication, business writing.

  • Must possess and maintain the highest level of dependability, confidentiality, punctuality, and appearance

  • Polished and sophisticated verbal and written communication skills

  • Comfortable graphically designing and formatting PowerPoint presentations

  • Eager and motivated to provide an industry best client experience

  • Team and firm first philosophy with sophisticated maturity to understand broader firm process and strategic direction

  • Comfortable working under pressure in a demanding environment

  • Ability to work independently, producing accurate, detailed materials on tight deadlines

  • Experience with Salesforce and Microsoft Suites required


Education and Experience:



  • Bachelor's Degree required.

  • 1-3 years minimum experience working for an alternative investment manager

  • Knowledge of Broker Dealer and/or Registered Investment Advisers is a plus.


Company Description

Disruptive Technology Advisers (“DTA”) is a boutique merchant bank that invests in late stage technology companies across the consumer and enterprise sectors on behalf of sovereign funds, endowments, mutual funds, hedge funds, and family offices. Most of DTA's value-add resides in its ability to help companies scale globally, particularly to regions including Asia, Europe and the Middle East. DTA intentionally operates with discretion, invests passively and in amounts that typically range between $25M - $150M in both primary and secondary transactions.


See full job description

Job Description


 


Job Description:


Hydrogen on Demand Technologies Develops and Delivers Revolutionary Hydrogen Fuel Production Systems and Technology to Clean up The Existing Dirty Diesel-Powered Industries


Your job will be to find and engage and manage a group of clean energy investors who are motivated to invest in the immediate reduction of greenhouse gas emissions and accelerate the transformation to clean hydrogen fuel power world-wide. You will also find, engage and manage our day to day application of local, state and national green energy grants and subsidies. Finally, you will also be our primary contact for the business communication with our current investors, while you continue to grow our relationships with strategic partners and investor’s worldwide.


Hydrogen on Demand Technologies (HoD Tech) www.hodpros.com. Designs, manufactures, markets, sells and supports revolutionary Hydrogen generators for the fast-growing hydrogen powered transportation industry and Diesel-Hydrogen Assist Technology (D-HAT™) systems to clean up / significantly reduce harmful emissions, emitted by existing dirty diesel-powered trucks, busses, marine fleets and heavy equipment.


For the first time, Long-Haul Trucking and International Marine fleets of every size and type can lock in significant fuel savings, enduring maintenance cost reductions, and certifiable large emission reductions of nearly all harmful diesel exhaust gases, and particulates when our D-HAT systems are deployed. We often reduce total fleet fuel spend by 10% to 20%, and add millions to annual bottom-line profitability via CO2 reduction Carbon Credits.


Company Description

HoD Tech develops, markets, sells, deploys and supports revolutionary Hydrogen fuel production systems and Hydrogen Enriched Diesel Combustion Systems worldwide. These systems produce pure Hydrogen gas through electrolysis, and patented (PEM) Proton Exchange Membrane cell technology. This pure hydrogen gas is compressed and sold as fuel to the ever-expanding hydrogen powered economy


See full job description

POSITION SUMMARY: Opportunity to work for CrossFirst (Nasdaq: CFB), a fast growing and agile $4.5B asset public company with locations throughout the Midwest and Southwest. The Corporate Strategy & Investor Relations Manager is responsible for enhancing the overall corporate image and focus on increasing shareholder value. This job supports the strategic planning process and investor relations activities including the preparation of board materials, creation of materials for press and earnings releases, quarterly investor calls, key strategic initiatives, and creation of other information disseminated to Executive Management, the Board of Directors and to the public. Responsibilities Prepare clear, insightful presentations for management and all key stakeholders to support the discussion and decision making process. Help prepare presentations for executives and the Board of Directors that are influential, data driven, and support the strategic direction of the company. Research, screen, and analyze business opportunities and identify partnerships or potential acquisition targets that are a strategic fit to the organization; assess potential markets, categories and companies, from both a strategic and financial perspective. Work with the Director of Strategy & Investor relations to undertake complex, quantitative analysis, in particular financial modeling, focusing on financial valuation of potential investment and acquisition opportunities. Participates in the development and dissemination of the quarterly earnings release, investor presentations, speeches, frequently asked questions, and materials for investor conferences. Support executive leaderships management of investors and building long-term rapport with investors and analysts Preparation of materials on industry trends, shareholders concerns and competitor actions that might impact the Company. Supports investor targeting for the organization and mangage investor relations third party vendor requests and budget Management of analyst tracking and analysis of sell side financial models and performance Manage and coordinate presentations for the annual shareholder meeting Maintains and manages IR calandar, timelines, and events to keep the teams on track for superior delivery to investors Maintain the corporate investor relations website, maintain the departments distribution lists, and support keeping strong corporate records Mangage and support key initiatives or special projects for the executive leadership team to execute on the strategic plan and determining relative value for the organization. Support media related activities and speaking requests of senior management team or those that are authorized to speak on behalf of the Company. Develop and maintains written policies and procedures for archiving and managing investor relation materials. Manage and prepare for audits, regulatory examinations and other regulatory information requests; promptly and thoroughly respond to any audit or exam findings and recommendations. Supports corporate capital related activities including mergers & acqusitions, transaction structuring, capital planning, equity and debt issuances or buy-back and other strategic intiatives. Other responsibilities as directed by the Director of Strategy and Investor Relations Foster a success and results oriented environment that safeguards accountability. Interact with internal and external clients while providing extraordinary service. Develop and maintain trusted, positive relationships with employees, clients and vendors. Represent the Bank and CrossFirst Bankshares team in a highly professional manner. Complete job assignments in a professional, timely and efficient manner; organize and prioritize work. Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations and industry best practices. Reliable and predictable attendance. Must collaborate and work with well-established teams to drive value for the organization. Qualifications At least 5 years of relevant and functional experience, including business/corporate development, investor relations, investment banking, private equity or consulting. Personable and strong public speaking skills for presenting to investors and the Board. Exceptional knowledge of Microsoft Excel, Powerpoint, Word. Strong understanding of banking and financial statements. Solid understanding of finance, accounting, information systems and related disciplines. Strong working knowledge of database reporting software/processes strongly preferred. SEC and public company reporting experience preferred. Exceptionally strong communication skills Bachelor’s degree, with exposure to Business, Accounting or Finance courses is preferred, or equivalent work experience. MBA degree preferred. Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) preferred. CrossFirst Bank is proud to be an Equal Opportunity Employer.


See full job description

COMPANY DESCRIPTION: Our client is a multi-billion dollar investment management firm. The firm is recruiting for their LA office. JOB DESCRIPTION: Our client seeks an Investor Relations Analyst / Junior Marketing Analyst to join the team. This individual will work closely with 2 senior fundraisers in the institutional client group. JOB REQUIREMENTS: Bachelor’s Degree required 3-5 years of experience in investor relations or sales at an alternative investment firm or investment consultant Demonstrated ability to communicate effectively both written and verbally internally and externally


See full job description

Overview The ideal candidate should have a fundamental understanding of the capital markets and the ability to write timely financial-oriented pieces, including press releases, scripts, research summaries, and a variety of marketing material. This candidate should be a self-starter, capable of prioritizing and completing tasks under tight deadlines. The candidate should also excel in interpersonal communications, including but not limited to, interacting with clients, investors, and other high-level executives. Along with these desired characteristics, the ideal candidate should be well organized, highly reliable, have a great attention to detail with an outgoing, positive attitude and an entrepreneurial spirit. This is an entry-level position (1+ years of work experience) with opportunities to progress within the firm as well as gain critical exposure and access to certain industries in the capital markets, including both the buy-side and sell-side. While a background in finance is preferred, we are, most importantly, looking for someone who has a desire to learn and the aptitude to pick things up on the go. To see a list of clients, please reference our website. Responsibilities Responsibilities of this role include: Translate complex ideas into compelling, sophisticated, and informative materials Draft, edit, and refine press releases, scripts, corporate profiles, storyboards and other communications materials Participate in the preparation and coordination of quarterly and annual financial reporting, press releases and earnings calls, as well as communication of other substantive company developments Research and prepare reports on a particular client’s shareholder base, analyst consensus estimates, IR quarterly activity, roadshow/conference meeting schedules, corporate presentation slides, etc. Create PowerPoint presentations and pitch books by researching and collecting data relevant to client companies and their respective industries Monitor technology and financials news, and prepare daily or weekly morning briefings for internal and external use Review analyst research notes and provide summaries to clients Develop and maintain an overall financial communications strategy and plan for clients Work to develop new investor relationships and maintain existing ones for the company as well as clients, primarily by day-to-day investor outreach and correspondence Occasionally assisting with administrative tasks, including building templates, responding to emails, answering phone calls, data entry, and other recurring tasks as needed Qualifications Ideal candidates for this position will have: Bachelor’s degree in English, Communications, Marketing, Business, Finance, Accounting, Economics or another related field Minimum one-year of relevant experience in investor relations, investment analysis, capital markets, investment banking, equity research, institutional sales, journalism, creative writing, marketing or another related service Creative writing/financial writing program completed (a plus) Desired Skills Ability to interpret, understand and analyze corporate financial statements The ability to collaborate in a fast-paced team environment across multiple functional areas, management/experience levels, operating styles, and physical locations Strong communication, organizational, and interpersonal skills Maintain confidentiality with highly sensitive information Ability to perform diversified tasks and meet time sensitive deadlines that require pre-planning, scheduling, and the ability to prioritize Strong Windows PC-based skills, particularly MS Word, Excel, and PowerPoint, and working knowledge of ACT or other CRM software Benefits Competitive market salary, commensurate with related work experience, with opportunity for bonuses Company-sponsored cell phone plan Standard medical coverage available Simple IRA retirement plan with employer match available Paid vacation, holiday and sick leave On-site, complimentary corporate gym access On-site café, dry cleaners, convenience store and executive car wash In-office, stocked kitchen with fridge and snacks Centrally located office across from John Wayne Airport and near major freeway commutes Open, social environment (ping pong skills a plus, but not required) Interested candidates who meet the above qualifications should submit a resume and cover letter to AnalystRecruit@GatewayIR.com.


See full job description

Director – Business Development and Investor Relations Position Summary: Seeking an experienced Business Development and Investor Relations professional for Intrinsic Edge Capital Management LLC (“IECM”), a fundamental, catalyst driven investment firm focusing on small and mid-capitalization US equity securities. This position is a key component of IECM’s Investor Relations department and has a broad mandate covering client service, investor relations and analyst responsibilities which are vital to the fulfillment of the company’s overall objectives. This individual will meet with current and prospective investors, and attend fund marketing meetings, industry events and conferences as needed. This individual will also be expected to: Meet investors’ needs for various levels of information, including regular reporting and ad hoc requests; Facilitate due diligence efforts with investors; Provide internal management reporting; Manage IECM’s customer relationship management (“CRM”) database; Manage monthly transactions processes; Develop and update marketing memorandum; and Help prepare for investor meetings/calls (presentation decks, briefing docs, etc.). Primary Responsibilities: Serve as a key point of contact for the firm’s existing 200+ private clients Develop new private client business through personal and existing networks Maintain robust pipeline of prospects and raise capital as required for a growing fund management business Work closely with Head of IR and support all firm-wide business development efforts Oversee and ensure all necessary client documents are executed, managed and maintained. Serve as primary liaison between investor, administrator and internal parties (legal, compliance, operations, accounting) to expedite timely processing of subscription, redemption, transfer andrelated investment documentation. Keep all marketing collateral up to date to reflect current info, provide timely insights into client activity/news. Ensure all client data and interactions are appropriately captured and maintained in CRM and drive management reporting function Qualifications: 10+ Years previous experience working client service and/ or investor relations in a financial or related firm, preferably with focus on high net worth individuals Hungry, passionate, diligent, results oriented, shows initiative, driven to succeed Strong oral and written communications skills, personable In-depth functional / industry knowledge of financial & capital markets and alternative investment strategies Proficiency in Microsoft Office, CRM and attribution software Demonstrated ability to handle multiple concurrent tasks and meet time sensitive deadlines


See full job description

Description:

Qorvo is an E-Verify employer.

Site: NC - GreensboroBusiness Title: Investor Relations AnalystShift: Normal Day

As a member of Qorvos Investor Relations team, this position supports the Vice President of Investor Relations across all interactions with the investment community. The position is actively involved in message development and is primarily responsible for coordination of investor update calls, investor visits, investor relations website content, investor presentation materials and earnings call logistics. This position researches and tracks Qorvos performance as well as peer company performance and general industry trends and events.

RESPONSIBILTIES


  • Partner across the organization and analyze data to prepare IR and finance team deliverables, including investor presentation materials, Board materials, internal consensus estimates and any other supplemental materials, as needed by executive staff or the finance team


  • Support executive staff in preparing for earnings release, including messaging and financial information


  • Coordinate investor requests and support the VP of IR in responding to investor inquiries


  • Participate on investor calls and track investor inquiries


  • Maintain regularly updated IR documents, including an evergreen Q&A document, and communicate with colleagues/internal experts to ensure Qorvos messaging efforts are current and consistent across speakers


  • Assist with quarterly and annual reporting


  • Prepare the IR departments annual budget and help VP of IR manage department expenses


  • Oversee logistics for investor meetings (HQ visits, brokerage firm conferences, non-deal roadshows, ad hoc investor meetings, etc.), including the creation of investor presentation materials and coordination with internal staff and the external brokerage community regarding travel and meeting schedules, brokerage firm conference registration and related requirements


  • Build relationships across the organization, including business units and the marketing communications team to help streamline and enhance the companys strategic communication efforts


  • Track Qorvo and peer company ownership and communicate quarterly insights, including buy/sell trends, investor style, investor geography and peer ownership


  • Monitor and analyze industry developments and market trends


  • Monitor and analyze peer performance, press releases and earnings conference calls


  • Conduct market and competitive analysis, as needed


  • Lead ad hoc projects, as needed


REQUIREMENTS


  • 4+ years of functional experience in corporate finance, investor relations or investment banking


  • Bachelors degree in finance or related field (MBA a plus)


  • Industry knowledge


  • Strong understanding of financial statements and model


  • Solid financial modeling skills


  • Excellent communication skills, verbal and written


  • Professional demeanor and integrity


  • Well-developed analytical, problem solving and process improvement skills


  • Must be able to manage sensitive information in absolute confidence and with discretion


MAKE A DIFFERENCE AT QORVO

We are Qorvo. We do more than create innovative RF solutions for the mobile, defense and infrastructure markets we are a place to innovate and shape the future of wireless communications. It starts with our employees. As a unified global team, we bring a commitment to excellence, growth and a passion for creating what's next. Explore the possibilities with us.

We are an Equal Employment Opportunity (EEO) / Affirmative Action employer and welcome all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, military or veteran status, physical or mental disability, genetic information, and/or any other status protected by law.

LI-LR1

Location: NC - Greensboro (HQ)

Activation Date: Monday, November 11, 2019

Expiration Date: Saturday, November 14, 2020

Apply Here


See full job description

Job Description


 


Creative Financial Staffing has partnered with pre IPO Pharmaceutical Company to identify a Senior Analyst to join their team. This role will act as the right-hand to the Controller and work closely with the CFO. The Senior Analyst will be in charge of the day-to-day accounting and reporting while gaining exposure to finance.


 


Highlights of the Opportunity:



  • Our client is a pre IPO Pharmaceutical Company who is on track to go public in 2020. They are focused in the oncology space.

  • The company was founded by highly reputable, successful and proven leaders in the Biotech industry.

  • Their proprietary technology has already received FDA Fast Track Designation.

  • Their primary drug is in Phase 1 Clinical Trial and they have 2 indications that will move to Phase 1 before year-end.

  • This is a great opportunity to be at the ground floor of a highly anticipated Pharma company and be an instrumental player in building out the accounting/finance infrastructure.


Company Description

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

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

www.cfstaffing.com


See full job description

Job Description


 


Job Description:


Hydrogen on Demand Technologies Develops and Delivers Revolutionary Hydrogen Fuel Production Systems and Technology to Clean up The Existing Dirty Diesel-Powered Industries


Your job will be to find and engage and manage a group of clean energy investors who are motivated to invest in the immediate reduction of greenhouse gas emissions and accelerate the transformation to clean hydrogen fuel power world-wide. You will also find, engage and manage our day to day application of local, state and national green energy grants and subsidies. Finally, you will also be our primary contact for the business communication with our current investors, while you continue to grow our relationships with strategic partners and investor’s worldwide.


Hydrogen on Demand Technologies (HoD Tech) www.hodpros.com. Designs, manufactures, markets, sells and supports revolutionary Hydrogen generators for the fast-growing hydrogen powered transportation industry and Diesel-Hydrogen Assist Technology (D-HAT™) systems to clean up / significantly reduce harmful emissions, emitted by existing dirty diesel-powered trucks, busses, marine fleets and heavy equipment.


For the first time, Long-Haul Trucking and International Marine fleets of every size and type can lock in significant fuel savings, enduring maintenance cost reductions, and certifiable large emission reductions of nearly all harmful diesel exhaust gases, and particulates when our D-HAT systems are deployed. We often reduce total fleet fuel spend by 10% to 20%, and add millions to annual bottom-line profitability via CO2 reduction Carbon Credits.


Company Description

HoD Tech develops, markets, sells, deploys and supports revolutionary Hydrogen fuel production systems and Hydrogen Enriched Diesel Combustion Systems worldwide. These systems produce pure Hydrogen gas through electrolysis, and patented (PEM) Proton Exchange Membrane cell technology. This pure hydrogen gas is compressed and sold as fuel to the ever-expanding hydrogen powered economy


See full job description

Job Description


Position located 10 minutes north of DT Dallas (off 75 Central Expressway)


Compensation up to 100k base plus 20% bonus


Good work/life balance


Excellent Benefits


 


Job Description:



  • Aid in the quarterly earnings preparation (preparation of presentations, Prepared Remarks, Q&A, logistics for earnings call,
    scheduling of follow-up calls with investors and analysts)

  • Assist with investor and financial analyst due diligence (ability to help answer questions and manage logistics of calls/meetings
    with SVP, IR and/or other senior management)

  • Assist in the preparation of company presentations (presentations for non-deal roadshows, investor conferences, Investor Days, etc.)

  • Monitor analyst financial models for consistency with publicly-disclosed information; assisting in dialogue with
    analysts to rectify any mis-aligned models

  • Manage logistics for investor conferences, webinars, non-deal roadshows, internal and external meetings;

  • Aid in scheduling calls with investors and analysts

  • Help with various other internal and external communications needs

  • related to the IR function or the broader Finance group

  • Interact with CFO, Finance Leadership and other business leaders


 


 


 


Job Requirements



  •  Degree in Accounting or Finance required

  • CPA highly preferred

  • 5+ years of experience from Public Accounting OR Fund accounting or Investment/real estate accounting

  • Must have strong Excel (pivot tables, vlookups) skills

  • Strong communication skills

  • Ability to pass drug, credit, criminal background checks


 



See full job description

Job Description


 


Job Description:


Hydrogen on Demand Technologies Develops and Delivers Revolutionary Hydrogen Fuel Production Systems and Technology to Clean up The Existing Dirty Diesel-Powered Industries


Your job will be to find and engage and manage a group of clean energy investors who are motivated to invest in the immediate reduction of greenhouse gas emissions and accelerate the transformation to clean hydrogen fuel power world-wide. You will also find, engage and manage our day to day application of local, state and national green energy grants and subsidies. Finally, you will also be our primary contact for the business communication with our current investors, while you continue to grow our relationships with strategic partners and investor’s worldwide.


Hydrogen on Demand Technologies (HoD Tech) www.hodpros.com. Designs, manufactures, markets, sells and supports revolutionary Hydrogen generators for the fast-growing hydrogen powered transportation industry and Diesel-Hydrogen Assist Technology (D-HAT™) systems to clean up / significantly reduce harmful emissions, emitted by existing dirty diesel-powered trucks, busses, marine fleets and heavy equipment.


For the first time, Long-Haul Trucking and International Marine fleets of every size and type can lock in significant fuel savings, enduring maintenance cost reductions, and certifiable large emission reductions of nearly all harmful diesel exhaust gases, and particulates when our D-HAT systems are deployed. We often reduce total fleet fuel spend by 10% to 20%, and add millions to annual bottom-line profitability via CO2 reduction Carbon Credits.


Company Description

HoD Tech develops, markets, sells, deploys and supports revolutionary Hydrogen fuel production systems and Hydrogen Enriched Diesel Combustion Systems worldwide. These systems produce pure Hydrogen gas through electrolysis, and patented (PEM) Proton Exchange Membrane cell technology. This pure hydrogen gas is compressed and sold as fuel to the ever-expanding hydrogen powered economy


See full job description

Job Description


 We are currently looking for an Investor Relations Associate to work for a medical device company in the Kearny Mesa area. This will be a contract role during a leave of absence.In this role you will coordinate investor interactions/events including participation in investment banking conferences, roadshows, investor day, annual shareholder meeting, quarterly earnings calls and tradeshows.


Essential Functions



  • Coordinate onsite investor meetings and calendaring of investor and analyst calls

  • Arrange all logistics for roadshows and conferences, including travel arrangements

  • Create and update investor relations materials, including Powerpoint presentations

  • Assist in developing quarterly and annual results communications including financial results, press releases, key messages and Q&As.

  • Manage earnings call logistics

  • Collaborate internally across functions, including legal and corporate communications

  • Maintain global shareholder targeting documents and database

  • Track and create summaries of sell-side analysts’ research to be distributed to the executive team

  • Create initial drafts of investor summaries to brief executives ahead of investor events

  • Manage and update the investor relations website

  • Maintain investor relations marketing and earnings calendars


Qualifications



  • Bachelor's degree in Finance, Economics or a relevant discipline required

  • 4 + years of experience in investor relations; equivalent combination of education and experience will be considered

  • Knowledge of investor relations databases, like NASDAQ IR Insight, FactSet or Ipreo, preferred



See full job description
Previous 1
Filters
Receive Investor Relations jobs in Washington, DC in your inbox.
Receive jobs in your inbox

I agree to Localwise’s Terms & Privacy