 |
FINANCIAL ADVISOR WORLD
Financial Advisor Companies - Financial Planners - Financial Service Providers |
 |
|
|
Financial Analyst (Sherman Oaks, CA)
18 May 2012 at 11:13amIMT Residential is a leading, nationwide multi-family residential investment and property management firm headquartered in Sherman Oaks, California. We're a rapidly growing company with a fabulous opportunity for the right candidate.
The Financial Analyst is responsible for overseeing and analyzing utility expenses for all properties in IMT's portfolio, recommending methods to reduce usage and expenses. The position requires strong analytical skills, and the candidate must have prior experience with high-level cost analysis.
Essential Duties and Responsibilities
• Perform high-level analysis of utility usage and expense, including comparing IMT's properties on a property by property basis, by region and against other comparable properties.
• Recommend methods to decrease utility usage and expenses by property/region, including monthly/quarterly presentations to management.
• Oversee the processing of utility invoices, ensuring invoices are accurate and paid timely.
• Prepare monthly water billing for all properties.
• Oversee the setup of new properties, including contacting vendors and setting up the property in the management software.
• Prepare utility accruals for financial statements.
• Work with community managers and regional managers to investigate utility usage and patterns.
• Point of contact for the company on any utility related questions.
• Other projects and tasks as needed.
Requirements
• Strong analytical skills, problem solving ability and attention to detail a must.
• Strong ability to analyze energy costs and determine logical conclusions.
• Must have professional written and oral communication skills to present effectively to upper management.
• Ability to take direction, multitask and work independently on day to day tasks plus meet weekly/monthly department deadline
• Must possess excellent time management skills, organization and flexibility
• Ability to handle a variety of tasks simultaneously and be detail oriented.
Qualifications and Experience
• Bachelor's degree in Accounting, Finance, Business or other related fields
• Minimum of 5 years experience with similar cost savings projects and analysis.
• Prior experience with utility analysis or utility consumption a plus.
• Strong computer skills, including advanced knowledge of Excel and PowerPoint.
• Experience with MRI and UtilityTrakR a plus, but not required
• Knowledge of corporate finance and financial and accounting principles.
Salary: $55,000 - $65,000
We are located in the Sherman Oaks Galleria and offer comprehensive benefits. Local candidates only.
For immediate consideration please send your resume with "Financial Analyst" in the subject line to: jobs@imtresidential.com
Refer to our website: www.imtresidential.com
IMT Residential is an Equal Opportunity Employer
- Location: Sherman Oaks, CA
- Compensation: $55,000 - $65,000
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Senior Project Accountant (Downtown - Exposition Park)
15 May 2012 at 11:32amThe Natural History Museum of Los Angeles County is seeking a Senior Project Accountant for your Finance department. This position will report directly to the Director of Budgets and Financial Reporting. The Senior Project Accountant will be responsible for the day-to-day accounting, cash management, internal controls, financial analysis, financial/compliance reporting and maintaining files related to Museum's tax-exempt bonds and Museum Project. This position will assist in the preparation of Museum's annual County budget including financial reporting, cash management and financial projections related to Museum's County Budget . This position will be responsible for the monthly reconciliation and analysis of the Museum's various investment and endowment accounts. This position will also be handling ad-hoc projects "ie: North Campus and 3-D Theater".
The Senior Project Accountant role will also act as a liaison to other departments within the Museum and outside bankers, attorneys and others on matters related to Museum Project, bonds, investments, and County finances.
This position requires strong project/grant accounting and financial analysis experience, advanced experience in tax-exempt bonds and derivative instruments and a demonstrated ability to think strategically and perform detail oriented, quality work.
Responsibilities for this position include, but are not limited to:
- Manage revenue and expenses, cash disbursements, and collections of reimbursable expenses related to the Museum Project in accordance with SFAS's 116, 117, and 124 (FASB ASC 958) and work as a liaison between Finance and management to ensure proper accounting treatment of transactions related to Museum Project Tax-Exempt bonds and County funds`
- Responsible for meeting payment obligations related to bonds
- Perform monthly reconciliations of balance sheet accounts for all Museum Project, Tax-Exempt bonds and Investment related accounts and prepare journal entries as needed
- Responsible for meeting reporting requirements for bonds and Museum Project grant funders and County including maintaining related files and written communications accordingly
- Assist Director of Budgets and Financial Reporting with annual County Budget preparation and oversee the approval process of expenses and collection of revenues related to County Budget
- Prepare accurate and timely financial reports related to Museum Project and County budget as needed, including variance analyses, used by management in preparation of financial projections
- Prepare complex reconciliations related to Museum Project, Bonds and Investments including calculation of various
- Assist in the year-end closing process including the preparation of rollforward of capital assets, discounting of pledges and accruals related to Museum Project, Bonds and Investments
- Provide reconciliations, account activity explanations, and other information as required in the preparation of annual financial statements and tax returns related to Museum Project, Bonds, Investments and County appropriation.
- Actively participate in the development of accounting procedures and internal controls related to Museum Project, Bonds and Investments
- Manage chart of accounts related to Museum Project, Bonds, Investments and County budget
- Provide cross-functional backup to other accounting functions
- Bachelors Degree in Business or Accounting, CPA, or CPA candidate preferred
- 5+ years of prior accounting/finance experience in progressively responsible Financial or Budget Analyst position
- 3+ years experience with integrated accounting system using multiple cost centers
- In depth knowledge of accounting theory, Generally Accepted Accounting Principles (GAAP)
- Advanced experience in Project/Grant Accounting
- Advanced experience in Financial Analysis
- Strong, financial modeling/spreadsheets and data analysis.
- Solid understanding and previous hands-on experience with tax-exempt-bond including bond compliance requirements
- Advanced experience in accounting for investments including pooled investments and endowments
- Familiarity with derivative instruments (i.e. SWAPS)
- Skilled in identifying and resolving complex accounting issues.
- Strong time management and organizational skills with the ability to consistently meet deadlines.
- Strong quantitative, analytical, and problem-solving skills with high degree of initiative.
- Demonstrated ability to multi-task, prioritize, and perform with high degree of attention to detail and accuracy
- Willingness to be a team player and to be flexible.
- Prior experience using report writing software (Crystal Reports, F9, Drillpoint)
- Computer proficiency with Microsoft Office products; Word, Excel, Outlook required
- Experience with MIP accounting system a definite plus
- Thinks strategically yet can be detailed oriented and hands-on
- A collaborative team player with highly developed interpersonal skills who has the ability to interact effectively with diverse internal & external audiences
- Must be able to effectively communicate difficult or complex accounting transactions in a basic manner to person(s) not having accounting or finance backgrounds
Salary is commensurate with experience. This is a regular full time, exempt position.
Review of applications begins immediately and continues until position is filled. Interested candidates please visit www.nhm.org/jobs and click the link of the position for which you are interested or you may go directly to the online application by clicking https://home.eease.com/recruit/?id=1475421.
The Natural History Museum of Los Angeles County is an Equal Opportunity Employer. Please, No Phone Calls, No Fax.
- Location: Downtown - Exposition Park
- Compensation: Salary is commensurate with experience plus excellent benefits.
- This is at a non-profit organization.
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Analyst (Woodland Hills)
14 May 2012 at 3:47pmA fast paced growing company has a need for an Financial Analyst. The Financial Analyst will support efforts in both financial analysis and
reporting. This includes, but is not limited to, the preparation of weekly and monthly marketing and sales reports, preparing monthly financial
reports; and generating support staff efficiency reports. Although a significant portion of this position's time will be devoted to traditional reporting,
there will be significant exposure to more complex financial modeling. The position will report to the CFO and President.
Job Description
- Update monthly/weekly and monthly marketing reports
- Provide management support to ensure quarter and year-end close are completed timely and accurately.
- Provide assistance with monthly financial reporting
- Update weekly, monthly and lifetime sales reports for sales staff
- Assist in analyzing and updating marketing reports
- Update and track resolution reports
Experience
- A min. of two years accounting or finance experience required
- Strong MS Excel and computer system skills. SQL knowledge helpful.
- Working knowledge of accounting software and general ledgers helpful
Skills
- Working knowledge of Quickbooks accounting software preferred
- Strong initiative and ability to manage multiple projects
- Strong follow-through on all projects; ability to bring projects to timely completion
- Ability to perform tasks with reasonable independence
- Ability to quickly grasp new concepts
- Ability to problem-solve
- Detail-oriented; strong organizational, analytical and PC skills
- Ability to work well with others in a fast-paced, dynamic environment
- Ability to present analysis and communicate well with management
Salary: USD $36,000 - $50,000 Per Year
Career Level Required : Experienced (Non-Manager)
Experience Required: 1+ to 2 Years
Education Required : Bachelor's Degree
Job Status: Full Time
- Location: Woodland Hills
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Accounting Analyst (West Los Angeles, CA)
14 May 2012 at 3:14pmAccounting Analyst
Are you looking to grow your accounting experience and cement a successful career path in accounting? ExED aims to combine structured career growth with a fast-moving, lively, and challenging work environment. We are in search of a sharp, eager team player who will join our team. We are looking for a detail oriented, highly organized professional who is looking for a place to learn, contribute and consequently grow into upper management accounting opportunities.
An accounting professional who is passionate about public education reform is the ideal candidate for the Accounting Analyst at ExED, a non-profit organization supporting charter schools. The Accounting Analyst will be responsible for the entry of invoices and staff reimbursements into the applicable client accounting system, coding of billings and expenses, vendor communication, distribution of checks, and filing of invoices. This position may be assigned other duties including preparation of quarterly payroll taxes, bank reconciliations and monthly journal entries.
About ExED:
Excellent Education Development (ExED) is a non-profit organization that helps charter school developers and operators start new schools, acquire facilities, and manage finances, payroll, and human resources. Our mission is to dramatically improve the quality of public education by creating access to K-12 schools with high student achievement in low-income neighborhoods through the vehicle of community-based charter public schools.
Primary Responsibilities
Under the supervision of the Accounting Associate and Accounting Manager:
• Enter invoices into the applicable client accounting system.
• Directly interface with client and vendors for inquiries and information gathering.
• Review and audit vendor invoices, prepare check requests, monitor financial activities, align monthly spending with budgets, and maintain vendor files.
• Understand and be able to discuss the financial condition of all clients.
• Assist in other business services related activities such.
• Typical tasks include performing bank reconciliations, preparing payroll journal entries, and preparing monthly financial statements.
Qualifications
• Knowledge of accounting procedures.
• Detailed oriented.
• Experience with Quickbooks and MIP preferred.
• Computer skills and proficiency in Microsoft Office (Word & Excel).
• Team player. Self-starter able to prioritize and multi-task.
• Organizational skills with attention to detail.
• Good communication skills.
• Demonstrated ability to initiate and maintain effective and cooperative relationships with stakeholders.
• Interest and commitment to education reform.
Compensation
The salary for this position is commensurate with experience.
ExED is an equal opportunity employer.
To Apply:
E-Mail resume and cover letter to: recruiting@exed.net
- Location: West Los Angeles, CA
- Compensation: DOE
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Accounting Clerk (Koreatown)
14 May 2012 at 11:02amACCOUNTING CLERK (PART TIME)
JOB DESCRIPTION: The Korean American Family Service Center (KAFSC) is a non-profit organization providing social services to Korean immigrant families. KAFSC is seeking a self-motivated, detail-oriented, and hardworking individual for its accounting clerk position. This is a part-time position of 10-15 hours per week. Hours may increase in summers if desired. Individual will perform accounting-related duties such as preparing journal entries and billings, bank reconciliations, and provide support to onsite accountant. Additional duties may be added based on organizational need and individual's interest. Individual will report directly to the Financial Analyst.
DUTIES:
• Assist in processing accounts payables and receivables
• Assist in collecting supporting documentation and schedules.
• Assist in General Ledger maintenance.
• Assist with Bank Reconciliations.
• Assist with Payroll and timesheet collection.
• General clerical duties such as filing, copies, mailing, data entry, and organizing.
• Addition duties as assigned.
QUALIFICATIONS:
• Must have bachelor's degree or be working towards bachelor's degree.
• Major in accounting, financial, or business management field a plus.
• Experience performing bookkeeping, data entry, or general clerical duties a plus.
• Proficient with Microsoft Word and Excel.
• Experience working with Quickbooks a plus.
• Must be highly organized, able to balance priorities, manage deadlines, and communicate effectively.
• Experience with nonprofit grant accounting and government grants billing a plus.
• Bilingual Korean a plus.
BENEFITS: Hourly wage $9-$11.
Please email or fax your resume, cover letter AND 2 to 3 references to:
Bryan Kim
Email: bkim@kafscla.org
Fax: (213) 389-5172
No phone calls please.
This is an Equal Opportunity Employer
- Location: Koreatown
- Compensation: $9-$11 DOE
- This is a part-time job.
- This is at a non-profit organization.
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Operations Analyst, Part-time Temp, $20-25/hr DOE
14 May 2012 at 10:38amTop-tier Real Estate Firm has an immediate need for a part-time temporary Operations Analyst. In this role, your tasks will involve processing and analyzing finances and compiling reports for company use. You will also assist in the planning and development of marketing based data findings. The ideal candidate will be highly-analytical, with an ability to translate financial analysis into non-technical terms. This is a great opportunity to utilize your skillset in a dynamic and challenging corporate role. Position is temporary and will last 3 months. Please submit your resume for immediate consideration.
Responsibilities:
• Review lease guideline materials for accuracy, file and/or prepare for distribution
• Extract financial data from documents and compile reports for departmental use
• Forecast annual budget and report monthly variance analysis
• Monitor sales and prepare monthly marketing reports/forecasts
• Prepare financial analysis for senior-level staff and professional associates; be able to communicate into non-technical terms
• Ensure completion and accuracy of budgets and control changes
• Take on special projects as requested
Requirements:
• Bachelor's degree with a concentration in finance, accounting, real estate or economics
• 2-5+ years of experience in Financial or Data analysis or recent formal education
• Must be an excellent communicator with an ability to establish a rapport with diverse personalities; able to explain complex financial analysis in non-technical terms.
• Highly analytical with a meticulous attention to detail
• Execute discretion and sensitivity in regards to confidential information
• Capable of analyzing financial documents and compiling detailed reports
• Highly proficient working with databases, analysis/ word processing software (MS Office Suite, Excel, etc. . .)
• Knowledgeable with data analysis methodology, tools and financial software applications
- Compensation: $20-25/hr, DOE
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Corporate Finance Intern (Los Angeles)
11 May 2012 at 2:33pmAn elite private equity manager is seeking an intern to assist with corporate finance projects focused on debt/equity capital raising to finance acquisition(s) and recapitalizing several million dollars of licensed apparel business. This is an exciting learning opportunity for recent graduates and current professionals.
Job Qualifications:
* High proficiency with Information Memorandum / Management Presentation preparation
* Financial modeling required
* Highly preferred: experienced analyst / associate from leading investment bank with a background in M&A and/or Capital Raising.
Interested candidates apply at http://smarterer.com/skillsets/join?t=jqEGnzbD to demonstrate your skills in various tools. Please submit your resume on the website.
- Location: Los Angeles
- Compensation: Competitive salary
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Analyst - Film Studio (West LA)
11 May 2012 at 1:11pmFilm Studio seeks experienced Financial Analyst to report directly to the VP of Finance.
Description:
Assist in data preparation for sales reporting and analysis
Act as liaison between Finance department and various business lines
Assist in preparation of quarterly sales reports
Provide general finance support to Finance Department
Monitor database for distribution numbers
Responsible for all adjustments and invoice credits
Analyze partner statements
Requirements:
MUST have a BS/BA in Finance/Accounting or Business Admin
Extreme attention to detail
Possess sharp analytical skills
Strong follow through skills
Ability to manage projects efficiently and effectively
Sense of urgency and ability to work in deadline driven environment
Proficient with Microsoft Office Suite and Accounting databases
Flexible and friendly attitude
Previous Entertainment or Studio Experience a big plus!
We're looking for someone to be a team player and will be eager to join this dynamic team environment. Recent Finance grads with Entertainment internships welcome. Room for growth and advancement.
Pays up to $50,000 + OT and excellent benefits!
- Location: West LA
- Compensation: $50k DOE + OT
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Energy Contract Financial Analyst (Long Beach)
11 May 2012 at 11:55amJob Title: Energy Contract Financial Analyst
Department: ELEAT Weatherization
Location: Santa Fe Springs, 90670
Reports to: Energy Program Director
FLSA STATUS Salary Range
Non-Exempt 35,000-48,000
Summary: Under general supervision, performs a variety of complex accounting duties in the verification, maintenance, reconciliation, and reporting of specialized accounting records and payment of funds associated with LBCAP's energy assistance services program; performs related duties as required.
MAJOR DUTIES AND RESPONSIBILITIES (Any one position may not include all of the listed duties, nor do all of the listed examples include all tasks that may be found in positions within this classification.)
Vendor Management; payables and receivables
Performs complex accounting duties in the preparation of financial documents, records, apportionments, and reports; initiates inter-program contracts; researches, calculates, and prepares payments to state agencies and other vendors
Processes reimbursements
prepares a variety of accounting forms including journal entries
assists in the year-end closing process; reviews and reconciles cash and account balances
assists in the development and training of new procedures as needed
Budget Management/Analysis
Assists with compiling and developing budgets
performs complex calculations for energy assistance service projections
consults with appropriate personnel regarding budget needs and prepares necessary budget transfers and revisions
monitors expenditures and income related to budgets to assure availability of funds
assists organization staff in complying with local, state, and federal regulations and monitors workflow timelines to meet required deadlines
determines if contract budgets comply with criteria and standards adopted by the State of California
researches and analyzes discrepancies; and processes appropriate correction transactions
Compliance Monitoring
Examines accounting data for accuracy, appropriateness and documentation
audits documents submitted for payment for compliance with district and county board policies and state guidelines
assists organizations and staff in interpreting laws, rules, and regulations, and clarifying procedures; recommends solutions; answers inquiries and provides data for organization auditors, local, state, or federal agencies
prepares and maintains mandated documents as required
Reporting
Prepares complex financial reports as mandated by funding agencies, state, and federal regulations
assists energy assistance programs and other staff in compiling data and interpreting legal reporting requirements and regulations
creates and designs reports and spreadsheets
creates and maintains a database to organize, collect and retrieve data into required reporting formats; plans and monitors work production timelines to meet strict deadlines in reporting regulations; prepares correspondence and mailings as needed
prepares purchase orders as needed
researches and analyzes financial data for compliance with state adopted criteria and standards
researches and analyzes data to identify, troubleshoot and resolve discrepancies and client inquiries
reviews grant letters, funding and entitlement reports
analyzes and reconciles outstanding balances
analyzes various state and district reports to compile statistical data;
monitors record keeping procedures for accuracy
MINIMUM QUALIFICATIONS
Education, Training, and Experience
Any combination of education, training, and/or experience equivalent to a bachelor's degree that demonstrates ability to perform the duties as described, including courses in business procedures and accounting, and recent related accounting experience in education or a public agency preferred.
Knowledge of:
General accounting principles and procedures
budgetary practices and analysis
Governmental accounting and auditing; standard software applications
Skill and Ability to:
Research, analyze and retrieve financial data to prepare accurate reports
interpret, explain and comply with prescribed laws, rules, regulations, and procedures
monitor, audit, reconcile, and balance a variety of budgets, financial data and transactions
maintain complex records
perform mathematical computations quickly and accurately
identify and correct errors in a variety of documents
operate a variety of standard office equipment
set up and maintain database files to create spreadsheets and other related forms and documents
use independent judgment in the maintenance of a variety of financial and statistical records
communicate in both oral and written form
follow detailed directions
set priorities and organize work to meet deadlines
Coordinate a variety of projects simultaneously
work independently and as a team member
establish and maintain cooperative working relationships with those contacted during the course of work
train and coordinate the work of other staff assigned to the section/department
WORKING CONDITIONS
General office environment. Work is generally sedentary in nature, but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate. Work is generally performed within an office environment, with standard office equipment available.
- Location: Long Beach
- This is at a non-profit organization.
- OK to highlight this job opening for persons with disabilities
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Mortgage Backed Security Analyst (Los Angeles)
10 May 2012 at 2:53pmA family of funds that invest in several alternative strategies, including investing in limited partnership units, distressed bonds and trade claims, and value-added real estate opportunities, is looking to hire a Mortgage Backed Security Analyst.
ROLE AND RESPONSIBILITIES
- Maintain business relationships with RMBS brokers
- Ability to understand the proprietary cash flow model for RMBS
- Adapting to changes in the dynamic RMBS market
- Maintaining the RMBS portfolio returns and cash flows
- Screening RMBS bond quotes from brokers to find the best available investment opportunities
- Critical thinking to model more complex structured RMBS
- Formulating Cash Flow models with various scenarios on each available investment opportunity utilizing Excel and Proprietary Model.
- Adequately communicating RMBS analysis to head trader and portfolio manager
QUALIFICATIONS
- A background in the financial industry is a plus
- Understanding common principals of discounting cash flows and IRRs
- Knowledge of excel
- Competence in math and statistics
- Professional Work Ethic and strong critical thinking skills
- Strong desire to grow and excel in the investment industry
The successful candidate will be working in a challenging, dynamic and robust residential mortgage back securities market (RMBS). The role will require sourcing and obtaining investment opportunities from brokers, analyzing bonds, maintaining Sierra's RMBS portfolio and other related tasks. The position will start out as part-time with potential of full-time in the future.
Interested and qualified candidates apply at http://doiop.com/a6rp65. Please submit your resume on the website and spend a few minutes demonstrating your knowledge/skills.
- Location: Los Angeles
- Compensation: Very competitive
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
CFO/Controller Temp Position in Downtown LA (Downtown Los Angeles)
10 May 2012 at 1:13pmThere is an immediate need for a CFO / Controller temp for a non-profit company in Downtown LA.
The CFO will oversee the accounting department to ensure proper maintenance of all accounting systems and functions. The CFO supervises the staff in the accounting department making sure that the department runs smoothly. The CFO ensures maintenance of appropriate internal controls and financial procedures.
Will perform or oversee:
Cash flow planning and ensure availability of funds as needed.
Periodic financial reporting.
Assistance in preparation of tax package for outside CPA firm.
Cash, investment, and asset management.
Financial strategies and activities, as well as banking relationships.
Employees (4 clerks and 1 Analyst).
Qualifications:
Ideal candidate background will have:
Minimum of BS/BA in Accounting
CPA is helpful but not a must.
10+ years' experience (5+ years must be as a Controller or higher).
Familiar with standard General Ledger and reporting functions analysis and various ad hoc reports.
Law Firm or Professional Service Firm experience is strongly preferred.
Knowledge of OMEGA software (which is used for time / billing and also for GL maintenance).
Benefits: Full Employee Benefits Package
Great temp opportunity!
- Location: Downtown Los Angeles
- Compensation: $50-$60 hourly
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Accounting Analyst
10 May 2012 at 9:42amWe are a quickly growing web design & development firm based in Marina Del Rey, CA. We specialize in providing high end web design and programming for our clients and all of our work is optimized for conversions and SEO. We have a proven track record of delivering great work for major clients ranging from Fox to Moodys- and we also work with many small businesses. Our team members get to work on many different aspects of the process and learn an enormous amount along the way. We also have a very fun environment - we have a weekly lunch, ping pong table, training sessions, giant chess set, gym memberships, free food and drinks and lots more!
OVERALL PURPOSE:
We need a Accounting Analyst who can come into our company and help us handle everything from accounting to finance to bookkeeping to payroll to management. The position is perfect for someone recently obtained a 2 or preferably 4 year degree in Accounting/Finance/IT and is looking to learn a ton in a hands-on, high-growth company.
YOUR RESPONSIBILITIES:
Assist our head accountant with accounting duties
Analyze financial data to help make management decisions
Keep our Quickbooks up to date on a near real-time basis
Help set up systems & process to make the company more efficient
Communicate clearly through writing & speaking with our clients, tech people and salespeople
Be willing to jump in and help get any job done
QUALIFICATIONS:
Excellent skills with Microsoft Excel and manipulating large data sets in a variety of ways
Talented with formatting & page setup in Microsoft Word
VERY clear communication both verbal & written
Experience with Quickbooks or Google Docs is a big plus
Knowledge/experience with accounting systems and how they are used
Expert web user (people regularly ask you questions on how to get things done)
COMPENSATION:
Depends on the candidate. Will range from $30-40K per year starting. Review/significant raises at 1 & 3 months after start. We are a fun startup company to work for and offer a variety of fun benefits including free lunch on Fridays, a stocked healthy snack & drinks fridge all the time, and regular outings like bowling or Lakers games. We have a tight knit team atmosphere and have a great time working together.
HOW TO APPLY:
Head over to Smarterer.com (http://smarterer.com/skillsets/join?t=XdjOlMlD) to validate your skills and upload your resume. Leave us a "get to know you" note while you're there!
- Compensation: $30-40K per year starting
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Analyst (Los Angeles)
10 May 2012 at 9:39amA leading real estate investment firm is seeking bright and motivated candidates for its 2012 Analyst/Associate program in its Acquisitions group based in Santa Monica, CA. Potential analyst/associate would work with the acquisitions team in underwriting a broad range of real estate related investments for public and private pools of capital managed by our team. Position is for June 2012 start.
Description of Role:
- Perform due diligence and research for potential investments/originations across a variety of real estate asset classes in all parts of the capital structure
- Develop complex and detailed financial models and analyses in excel and/or Argus
- Prepare memorandums for presentation to our investment committee
- Interact directly with Principals of the firm
- Coordinate with Colony's asset management, investor relations and accounting departments, third party advisors, portfolio company management teams
- Monitor and manage existing investments
Prerequisites:
- 2 years of prior experience at investment bank or relevant financial services firm
- Proficiency building and auditing models in Excel and Argus
- Strong academic record at a top undergraduate institution, with an emphasis in finance, accounting and/or real estate
- Pre-MBA Candidates only please
- Integrity and hard work ethic with a desire to thrive in a fast-paced entrepreneurial environment
- Passion for real estate and value/opportunistic investing
To be considered for this position, please validate your skills and upload your resume at Smarterer.com here: http://smarterer.com/skillsets/join?t=oMpHfHJW
- Location: Los Angeles
- Compensation: Competitive Salary + Benefits
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Analyst needed (Encino)
9 May 2012 at 5:36pmWe are seeking a Financial Analyst with the following requirements:
+Responsible for the financial analysis and reporting of contracts established by hospitals, health plans and health management of patients
+Responsible for developing reports, analyzing financial statements, update financial statements
+MUST be able to use CRYSTAL REPORTS, EXCEL, Access MS Query and create ad-hoc reports
+Must be a team player who can work well with other analysts and management team to develop data
+Gather and create reports to be presented at meetings
YOU MUST HAVE CRYSTAL REPORT SKILLS FOR THIS POSITION.
COLLEGE DEGREE REQUIRED
- Location: Encino
- Compensation: $75-$85K PER YEAR DOE
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Analyst - Film Production Company (Los Angeles)
9 May 2012 at 1:51pmWe are an independent film production company with exclusive access to a private investment fund. Our mission is to finance and produce projects with strong thematic content and to work with directors who have demonstrated exceptional talent. The company develops numerous projects in-house, and has a particular interest in working with international directors. Echo Lake generally seeks projects that have significant breakout potential. In addition, we provide bridge loans, sales agency advances, gap loans and finishing funds on a selective basis.
Job Description
Independent film financing and production company seeks financial analyst to: create and maintain financial models, monitor investments, track and prepare participation reports, and manage banking relationships. Reports to the COO and CEO.
Qualifications
- Experience with Microsoft Office (Excel, PowerPoint, Word, and Outlook)
- Strong written and verbal communication skills
- MBA highly preferred
To apply, go to http://smarterer.com/skillsets/join?t=NbpjPTGO to validate your knowledge on a variety of different subjects. You must upload your resume on the website for review.
- Location: Los Angeles
- Compensation: Competitive + benefits
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Valuation Analyst (Los Angeles)
9 May 2012 at 1:51pmA national valuation firm is seeking a financial analyst for its Los Angeles Financial Practice. The Analyst: will gather financial information; analyze financial statements, in addition to other analysis work. Specifically, be responsible for appraising land, buildings, fixtures, machinery and equipment and/or business valuations and intangibles, which involves conducting economic and financial research, assemble financial and economic data on clients companies in spreadsheet models, and prepare valuation analyses for review by supervisor.
Required Skills:
* Excellent modeling skills by using Excel; Proficient in using various Excel shortcuts
* Systematic training in creating various financial valuation models; Analyzing different investment strategies by utilizing Excel built-in functions
* Developing the Monte Carlo Simulation Model, Binomial and Trinomial Trees Model and other complex mathematical models for the valuation of complicated financial derivatives
* Utilizing Matlab and other computer languages to develop sophisticated quantitative model for valuation purposes: Implementing Fama-French Three-Factor Model, and other theoretical valuation models to improve the traditional valuation methodologies
Interested and qualified candidates please apply at http://smarterer.com/skillsets/join?t=JmKCpBpa. Please submit you resume on the website and spend a few minutes demonstrating your skills.
- Location: Los Angeles
- Compensation: Very competitive salary
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Investment Banking & Private Equity Analyst (Beverly Hills)
8 May 2012 at 6:33pmInvestment Banking & Private Equity Intern/Analyst
Job Description:
A growing Los Angeles-based private equity, venture capital, and merchant banking firm is seeking to add an energetic and well-qualified Analyst to be based in LA and support the team. This position is in the form of an internship, but expected to lead to a full-time opportunity after a 6-month period upon approval of the candidate's performance and skills.
The internship will focus on assisting the team in various capacities in the execution of financial & strategic advisory, M&A, LBOs, Private Placements, Venture Capital deals.
Primary responsibilities will include:
• Performing company, competitor, market and industry research
• Building and maintaining databases of contacts
• Originating deals through web research, calling, and other methods
• Assisting with sales and marketing initiatives
• Providing support for deal due diligence efforts
The position is unpaid but will have potential compensation based on the candidate's performance. This is an excellent opportunity to gain experience in the industry, as well as have extensive exposure and access to experienced Managing Directors and senior professionals with decades of experience in private equity, venture capital, and investment banking, as well as experience directly dealing with senior executives from public and private companies and senior partners of investment firms.
The Analyst will be based out of the firm's Los Angeles office and have expected office hours of 8:30am to 8:30pm Monday-Friday, and several hours, on average, on Sundays.
Candidates must have:
• At least 1 year of investment banking, management consulting, or capital markets type financial services experience, OR 1 years of high-level sales/business development experience (dealing with CEO/CFOs of large companies)
• Excellent interpersonal/communication skills
• Confidence to speak to and the ability to converse clearly by phone with CEOs, CFOs, and investors
• Superior analytical and problem-solving skills
• Ability to manage multiple tasks and stay highly organized
• Ability to work independently and as a member of a team
• An undergraduate degree from a top university (top 50 in the U.S., recognized international) OR an MBA
Start Date:
ASAP
Contact:
Please respond to this post with a resume attached and a cover letter in the email body.
- Location: Beverly Hills
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Data Analyst (Santa Monica/Irvine)
8 May 2012 at 4:31pmOverview:
As a Data Analyst you will leverage your analytical, innovation, and creativity skills to drive results for both internal and external clients. The Data Analyst will work as part of the RMS team, and will be responsible for performing data analysis and analytics using data from both internal and external sources. This will include providing analysis to management for use in business decisions, providing analysis on client data to many departments, and performing analysis on internal and external data for use in our studies and research. The Data Analyst will also play a key role in performing analytics on various methods including regression analysis, and machine learning principles. The Data Analyst works in the heart of RMS and is a crucial player in the continuation of our consistent growth and success as a company and as a leader in the market. This position can work from our Santa Monica or Irvine office.
Core Competencies:
Familiar with essential business and financial concepts within the Mortgage space and understands key concepts which influence operations.
Makes effective decisions based on relevant data and area of expertise.
Applies sound analytical thinking to problem solving and decision making.
Position Responsibilities:
Perform analysis on data for other internal departments
Provide analysis on external data to support internal and client reports
Analyze data and identify data related issues to management
Perform research and studies on data for use in continues studies and research
Define processes around gathering and analyzing data to perform predictive analytics
Assist in designing reports and analytic functionality
Define new internal processes to enhance accuracy and better data analysis
Maintain a strong familiarity with all data feeds and systems used internally (including both in-house and third party solutions)
Leading collaborative process definition and/or improvement discussions; influencing a positive outcome
Qualifications:
Experience working with and analyzing data in various types of large data sets
Experience with software designed to handle large data sets
Experience with data analysis to solve data issues
Experience with data visualization and transforming complex data and analysis into easier result sets
Advanced expertise in Microsoft Office products, particularly Excel
Experience with databases and database structures. Experience with MySQL strongly preferred
Experience with machine learning algorithms is a significant plus
Exceptional analytical skills and problem solving ability
Strong background in technical writing with good oral communication skills
Self-motivated and self-directed; also able to work as a team member
Proven ability to document complex processes and software functionality for a variety of audiences/users
Delivery quality results in a timely manner
Juggle multiple priorities
Strong experience in requirements gathering and preparing business requirements
Very strong interpersonal and communication skills and ability to interact positively with peer groups with in all groups of the company and outside clients.
- Location: Santa Monica/Irvine
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Investment Banking Analyst (Los Angeles)
8 May 2012 at 2:02pmLeading independent investment bank is looking for Investment Banking Analyst. The Firm is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raisings to corporations, partnerships, institutions and governments.
The Investment Banking Analyst role is an entry-level position for the brightest and most capable university graduates. The Firm provides its Analysts with the specialist training that gives them a strong foundation in the skills they need to begin a successful career in investment banking. Also, the bank offers summer Analyst opportunities for undergraduates in the summer before their senior year.
The focus of Analysts' time is spent working within small, focused teams on mergers and acquisitions advisory assignments, restructuring assignments and/or merchant banking opportunities. Analysts are often able to work across more than one of the company's business practices over the course of the Analyst program. Also, due to the relatively small size of our firm, an Analyst position provides unparalleled exposure to senior professionals. The basic skills that our training program provides are continually developed by the experience of working with senior advisory professionals across a wide range of assignments.
Candidate Qualities:
Given the challenging nature of the Firm's work and the high standards our clients and colleagues expect, we look to recruit only the brightest and most capable individuals. We seek candidates with an outstanding analytical mind, excellent commercial understanding, strong interpersonal and communication skills, integrity, initiative, motivation, commitment and the ability to work as part of a team in a fast-paced intellectual environment.
Interested candidates please apply at http://blu.cc/plitf4. Submit your resume on the website and spend a few minutes demonstrating your skills in various tools.
- Location: Los Angeles
- Compensation: Competitive
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Several Investment Roles (Los Angeles, CA)
7 May 2012 at 2:24pmWe are a financial services recruiting firm and we have several new positions. Please visit: www.wallstreetpersonnel.com to view our current roles. In Los Angeles we are in need of: a Tax Exempt Municipal Portfolio Analyst: A VP in client marketing and RFPs; A Sr Audit Liaison to work with an investment firm and handle all issues and problems from the big 4 that come in to audit books and records; A junior RFP / Event Planner. If you have a degree with investment background experience please visit our web site and contact us accordingly.
- Location: Los Angeles, CA
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Analyst (Santa Monica )
7 May 2012 at 2:13pmSanta Monica Media company is seeking a Financial Analyst to join its team. The company offers amazing benefits and has a casual hip culture. The financial analyst will perform financial and business analysis through the use of models and assists in the review and production of financial statements and financial reports.
Requirements:
-Bachelors degree in Finance, accounting, econcomics
-Minimum of 3 years of relatable experience
-Strong Excel skills
-Working knowledge of Access is helpful
If interested, please see requirements and send resume/salary to listed
- Location: Santa Monica
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Assistant Controller - CPA Position (Torrance)
16 May 2012 at 9:43amAssistant Controller - CPA Position available
Excellent opportunity for an individual with 5 years of accounting experience. * CPA Required.
Very well established company 50+ years in business, Great location, pleasant working environment and growth potential!
Position Summary:
Close the month-end financials including general ledger data entry, account reconciliations and prepare numerous month-end reports.
In addition, the role will assist the financial controller with evaluating and testing financial controls, as well as periodic preparation of internal reports for executive management or corporate management review. Must have ability to solve issues under a variety of situations using independent judgment and discretion.
Duties include:
• Analyze general ledger activity- post journal entries with details and supporting documentation.
• Reconcile month-end general ledger accounts using operating system (Magic) data to validate objective financial ledger balances.
• Reconcile month-end general ledger accounts using experience and good judgment financial ledger balances (e.g. reserves, accruals, etc.).
• Prepare various financial reports tailoring the data presentation to the recipient's financial knowledge level and expectations.
• Ability to understand financial control issues including segregation of duties and the consequences of control deficiencies.
• Ability to generate practical recommendations of control deficiencies to the financial control for further evaluation and review.
• Assist Financial Controller to develop the budget and revised quarterly forecasts.
• Maintain the company's fixed asset ledger for both GAAP and tax reporting.
Qualifications:
• CPA Required **
• Advanced Microsoft Excel exp. Eg; vlookups and pivot tables (candidate will be tested).
• Minimum of 5 years of general ledger and financial reporting experience
• Must be detail oriented
• Experience with an ERP system is a plus
• Excellent written and verbal communications
• Audit background a plus
Salary $68-72K annual dep. on experience plus- excellent benefits
To be considered send resume through this ad.
** Only candidates who possess a CPA will be contacted
Search words:
Container,Vessel,Cargo,CHB,Licensed Customs Broker,shipping,Import,Inbound,Customs Brokerage,FCL, LTL,Logistics,Trucking,NVOCC,LCL,Process customs
Month end closing|Distributors|Accountant|payable| Export |Global Freight| mport|International Cargo| Credit|Bookkeeping|AP/AR|MAYGAYA|Great Plains| accountancy|payables|International Trade|Credit|Banking|recovery|Overseas Shipping|Project Cargo|funds| Supply chain| Transportation|CHB|Vessel|cpa|controller|Financial|Ocean Freight Forwarders|payroll| planner|Project Cargo
- Location: Torrance
- Compensation: $68-72K
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Planner (Los Angeles, Venice)
10 May 2012 at 4:04pmOur office seeks a high-level Financial Planning assistant to support one of the top independent financial planning practices in the industry.
The ideal candidate has exceptional organizational skills and the ability to multi-task in a fast-paced environment. This candidate must deliver the highest quality of service in a caring and articulate manner and must also possess the confidence necessary to help manage the CEO of the practice.
We are a boutique financial planning firm located that specializes in creative tax planning and asset management for the affluent small business owner market. Our office maintains a non-corporate and friendly atmosphere.
Responsibilities:
- Organizes and manages daily workflow and tasks
- Develops and maintains organizational systems
- Manages practice calendar by arranging appointments and coordinating meetings and calls
- Provides phone support and performs daily service transactions for clients while adhering to compliance and regulatory policies
- Manages advisor's inbox by filtering, forwarding and filing e-mail and other correspondence
- Performs drafting and typing of client correspondence as required
- Prepares and processes insurance and investment account applications
- Plans and coordinates client and marketing events
- Organizes and helps manage general office environment
Requirements:
- Exceptional organizational skills and attention to detail
- Excellent verbal and written communication skills
- Ability to prioritize and perform multiple tasks in a dynamic, fast-paced environment
- Ability to delegate and efficiently collaborate with team to ensure timely execution of daily tasks
- Strong computer skills (MS Word, Excel, ACT! and electronic services)
- Pleasant, professional, and confident phone and personal demeanor
- Polished presentation
- Strong client service orientation
- At least two to five years of administrative and service experience
- Financial services industry experience preferred
- Basic bookkeeping experience a plus
- Hours of operation: 8am -- 5pm or 9am -- 6pm with flexibility
- Annual salary: $40,000 - $60,000 with benefits and bonus potential
- Minimum education requirement -- Bachelor's Degree
Interested candidates please apply at http://smarterer.com/skillsets/join?t=bYYtUcpi. Submit your resume on the website and spend a few minutes demonstrating your skills in various tools.
- Location: Los Angeles, Venice
- Compensation: Competitive
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
SGV ONLY-FINANCIAL PLANNER-Fortune Magazine's #1 Most Admired Company (San Ga...
9 May 2012 at 5:19pmFORTUNE 500/ FORTUNE 100 Insurance company
Working Mother - "100 Best companies"
Business Week's #30 best company to launch your career!
Latin Women Magazine's Best places to work
Family Digest's "Best Company for African Americans"
Hispanic Business' "Diversity Elite 60"
Latin Business "Corporate Diversity Honor Roll"
LATINA Style's - "50 Best Companies for Latinas to Work For"
100% Percent Ranking by Human Rights Campaign Foundation
#1 Top Rated Insurance Company by ALL 3rd Party ratings ie., Moody's, AM Best, Fitch...
Work for a company with NAME Recognition!
Fortune 500 Company/ Fortune 100 Insurance Company is seeking Financial Planners in the San Gabriel Valley.
We are currently looking for individuals with strong communication and leadership skills to join our team in the San Gabriel valley. Because of the level of determination, persistency and ambition needed to succeed in this industry as a Financial Planner, we undergo an extensive selection process with each of our potential candidates. Our Financial Planner's participate in a comprehensive training program to learn how to help clients meet their financial goals with insurance and investment products, while building long term relationships in their communities. Candidates will earn a competitive compensation and benefits package while they train with us. Which includes Salary + Commission + Bonus + Expense +Full Benefits (including Health Insurance, Life Insurance, 401K, Pension, Dental and Vision, Legal plan)!
If you are seriously considering a career in the financial services industry, we want to talk with you!
Please e-mail a word based resume HRdept168@yahoo.com
**All Resumes not in Word will not be reviewed**
**Due to the competitive compensation package our company offers, we seek serious individuals ONLY**
- Location: San Gabriel Valley
- Compensation: Salary + Commission + Bonus + Expense +Full Benefits
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Several Investment Roles (Los Angeles, CA)
7 May 2012 at 2:24pmWe are a financial services recruiting firm and we have several new positions. Please visit: www.wallstreetpersonnel.com to view our current roles. In Los Angeles we are in need of: a Tax Exempt Municipal Portfolio Analyst: A VP in client marketing and RFPs; A Sr Audit Liaison to work with an investment firm and handle all issues and problems from the big 4 that come in to audit books and records; A junior RFP / Event Planner. If you have a degree with investment background experience please visit our web site and contact us accordingly.
- Location: Los Angeles, CA
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Investment Banking Analyst - Long Term Contract (Century City)
16 May 2012 at 12:35pmSUMMARY: The Performance Analyst will provide performance analysis and performance attribution support to the company and its affiliates. This may include performance report calculating and distributing composite statistics, performance reporting, and ensuring the integrity of data used for performance reporting.
ESSENTIAL DUTIES AND RESPONSIBILITIES: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive.
Performance Analysis
· Ensure performance results firm wide are compliant with the Global Investment Performance Standards (GIPS)
· Advanced knowledge of performance analytic concepts
· Work within the group to proactively identify and resolve discrepancies with Operations teams
· Collaborate with Portfolio Management team on analysis and approval of performance statistics
· Responsible for the maintenance and support of the performance analysis technology software
· Construct, maintain, and compute composite returns and statistics
· Assign accounts to be included or excluded for accurate composite selection
· Identify procedural inefficiencies and recommend process improvement
Reporting
· Provide and verify all performance related inquiries, including but not limited to marketing materials and RFP's
· Assist with annual verification process for relevant affiliates
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE:
· Bachelor's degree from an accredited four-year university required, preferably with a focus on Accounting, Finance, Economics, or Business
· 1--3 years of performance measurement experience required in the investment management industry
· SMA experience preferred
INTERPERSONAL/COMMUNICATION/LANGUAGE SKILLS:
· Excellent communication skills (oral and written)
· Ability to work in a team as well as independently
· Ability to interface with investment professionals
MATHEMATICAL/ANALYTICAL/REASONING SKILLS:
· Strong analytical skills
· Strong problem recognition and resolution skills
· Intermediate to advanced mathematical skills required
OTHER:
· Detail-oriented
· Strong work ethic
TECHNICAL:
· Advanced experience in the APL and Wilshire IQ required.
· Intermediate Microsoft Excel and Access experience
· Previous experience with SimCorp Dimension, FactSet, Portia, or Advent tools a plus
· Knowledge of SQL and VB (Visual Basic)
CERTIFICATES, LICENSES, REGISTRATIONS:
· Interest in pursuing related certifications (Certificate in Investment Performance Measurement, CFA)
Hourly rate DOE
- Location: Century City
- Compensation: DOE
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Investment Banking Intern (Los Angeles)
11 May 2012 at 12:18pmA leading provider of investment banking and independent financial advisory services is looking to hire interns to join its efforts in merger and acquisition, private placement, transaction opinion, and restructuring advisory services.
Responsibilities:
Interns will act as banking generalists, working as a part of our global investment banking team on a variety of engagements. Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit.
- Working directly with client senior management teams, board members and stakeholders throughout all phases of transaction advisory and execution, in both healthy and distressed situations
- Assisting with preparing financial models and analytical support for merger & acquisitions, restructuring & special situations, and transaction opinion deal teams
- Assisting with drafting situation analyses, pitch materials, information memoranda, investor presentations and term sheets
- Performing company, industry, market and competitor research and due diligence
- Contributing to the development and communication of proposals and advice to current and prospective clients
- Ensuring quality of client deliverables by having strong attention to detail
Qualifications
- Currently pursuing a Bachelor's degree in Accounting, Finance, or Economics from an accredited university or college with an expected graduation date between December 2012 and June 2013
- Cumulative GPA of 3.2
- Ability to prioritize tasks, work on multiple engagements and manage rapidly changing assignments in a team environment
- A critical thinker who can quickly evaluate and analyze companies and financial information
- Excellent analytical and quantitative skills, as well as strong writing and communication skills
- Strong working knowledge of Excel, Word and PowerPoint
- High level of attention to detail
- Eligibility for FINRA Series 79 & 63 certification
Interested candidates apply at http://smarterer.com/skillsets/join?t=eZWUnkUG to demonstrate your proficiency in various tools. Candidates who can hit the ground running are highly favored. You can submit you resume on the website.
- Location: Los Angeles
- Compensation: Very competitive
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
CFO/Controller Temp Position in Downtown LA (Downtown Los Angeles)
10 May 2012 at 1:13pmThere is an immediate need for a CFO / Controller temp for a non-profit company in Downtown LA.
The CFO will oversee the accounting department to ensure proper maintenance of all accounting systems and functions. The CFO supervises the staff in the accounting department making sure that the department runs smoothly. The CFO ensures maintenance of appropriate internal controls and financial procedures.
Will perform or oversee:
Cash flow planning and ensure availability of funds as needed.
Periodic financial reporting.
Assistance in preparation of tax package for outside CPA firm.
Cash, investment, and asset management.
Financial strategies and activities, as well as banking relationships.
Employees (4 clerks and 1 Analyst).
Qualifications:
Ideal candidate background will have:
Minimum of BS/BA in Accounting
CPA is helpful but not a must.
10+ years' experience (5+ years must be as a Controller or higher).
Familiar with standard General Ledger and reporting functions analysis and various ad hoc reports.
Law Firm or Professional Service Firm experience is strongly preferred.
Knowledge of OMEGA software (which is used for time / billing and also for GL maintenance).
Benefits: Full Employee Benefits Package
Great temp opportunity!
- Location: Downtown Los Angeles
- Compensation: $50-$60 hourly
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Chief Fiancial Officer(CFO) (Diamond Bar)
9 May 2012 at 3:50pmDescription
Golden woods is a leading company in metal scrap recycling. We are now looking for a Chief Financial Officer (CFO) who will handle the overall management of the organization's finance team.
Responsibilities include but are not limited to:
•Personnel management of the Finance department;
•Preparation of the annual budget;
•Maintaining internal controls and external banking relationships;
•Accounting compliance and processes;
•Cost analysis and reporting;
•Budget analysis and control;
•Taxation and audit
•Direct investment acitivities; and
•Overseeing the preparation of month, quarter and year-end financial reports
Requirements
•Bachelor Degree inFinance/Accounting or Administration
•Excellent interpersonal skills
•Demonstrated oral and written communications skills in the working environment
•Maintains professional standards at all times
•Hands on experience with computer programs such as Excel and other spreadsheet programs
•Experience working in a team environment a must
•Promotes a positive and pleasant attitude conducive to the workplace
•Participates in the facility's long-term financial process
•Experience inMaterial Recycle Industry is a plus
- Location: Diamond Bar
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Analyst - Film Production Company (Los Angeles)
9 May 2012 at 1:51pmWe are an independent film production company with exclusive access to a private investment fund. Our mission is to finance and produce projects with strong thematic content and to work with directors who have demonstrated exceptional talent. The company develops numerous projects in-house, and has a particular interest in working with international directors. Echo Lake generally seeks projects that have significant breakout potential. In addition, we provide bridge loans, sales agency advances, gap loans and finishing funds on a selective basis.
Job Description
Independent film financing and production company seeks financial analyst to: create and maintain financial models, monitor investments, track and prepare participation reports, and manage banking relationships. Reports to the COO and CEO.
Qualifications
- Experience with Microsoft Office (Excel, PowerPoint, Word, and Outlook)
- Strong written and verbal communication skills
- MBA highly preferred
To apply, go to http://smarterer.com/skillsets/join?t=NbpjPTGO to validate your knowledge on a variety of different subjects. You must upload your resume on the website for review.
- Location: Los Angeles
- Compensation: Competitive + benefits
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Investment Banking & Private Equity Analyst (Beverly Hills)
8 May 2012 at 6:33pmInvestment Banking & Private Equity Intern/Analyst
Job Description:
A growing Los Angeles-based private equity, venture capital, and merchant banking firm is seeking to add an energetic and well-qualified Analyst to be based in LA and support the team. This position is in the form of an internship, but expected to lead to a full-time opportunity after a 6-month period upon approval of the candidate's performance and skills.
The internship will focus on assisting the team in various capacities in the execution of financial & strategic advisory, M&A, LBOs, Private Placements, Venture Capital deals.
Primary responsibilities will include:
• Performing company, competitor, market and industry research
• Building and maintaining databases of contacts
• Originating deals through web research, calling, and other methods
• Assisting with sales and marketing initiatives
• Providing support for deal due diligence efforts
The position is unpaid but will have potential compensation based on the candidate's performance. This is an excellent opportunity to gain experience in the industry, as well as have extensive exposure and access to experienced Managing Directors and senior professionals with decades of experience in private equity, venture capital, and investment banking, as well as experience directly dealing with senior executives from public and private companies and senior partners of investment firms.
The Analyst will be based out of the firm's Los Angeles office and have expected office hours of 8:30am to 8:30pm Monday-Friday, and several hours, on average, on Sundays.
Candidates must have:
• At least 1 year of investment banking, management consulting, or capital markets type financial services experience, OR 1 years of high-level sales/business development experience (dealing with CEO/CFOs of large companies)
• Excellent interpersonal/communication skills
• Confidence to speak to and the ability to converse clearly by phone with CEOs, CFOs, and investors
• Superior analytical and problem-solving skills
• Ability to manage multiple tasks and stay highly organized
• Ability to work independently and as a member of a team
• An undergraduate degree from a top university (top 50 in the U.S., recognized international) OR an MBA
Start Date:
ASAP
Contact:
Please respond to this post with a resume attached and a cover letter in the email body.
- Location: Beverly Hills
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Investment Banking Analyst (Los Angeles)
8 May 2012 at 2:02pmLeading independent investment bank is looking for Investment Banking Analyst. The Firm is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raisings to corporations, partnerships, institutions and governments.
The Investment Banking Analyst role is an entry-level position for the brightest and most capable university graduates. The Firm provides its Analysts with the specialist training that gives them a strong foundation in the skills they need to begin a successful career in investment banking. Also, the bank offers summer Analyst opportunities for undergraduates in the summer before their senior year.
The focus of Analysts' time is spent working within small, focused teams on mergers and acquisitions advisory assignments, restructuring assignments and/or merchant banking opportunities. Analysts are often able to work across more than one of the company's business practices over the course of the Analyst program. Also, due to the relatively small size of our firm, an Analyst position provides unparalleled exposure to senior professionals. The basic skills that our training program provides are continually developed by the experience of working with senior advisory professionals across a wide range of assignments.
Candidate Qualities:
Given the challenging nature of the Firm's work and the high standards our clients and colleagues expect, we look to recruit only the brightest and most capable individuals. We seek candidates with an outstanding analytical mind, excellent commercial understanding, strong interpersonal and communication skills, integrity, initiative, motivation, commitment and the ability to work as part of a team in a fast-paced intellectual environment.
Interested candidates please apply at http://blu.cc/plitf4. Submit your resume on the website and spend a few minutes demonstrating your skills in various tools.
- Location: Los Angeles
- Compensation: Competitive
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Operations Associate (West LA)
15 May 2012 at 5:48pmEP Wealth Advisors ("EPWA") is an investment management, financial planning and wealth advisory firm. With over $1 Billion in assets under management, EPWA is a registered investment advisor serving predominately high net worth individuals in Southern California. The Operations Associate will play a key role in the back office operations and assist advisors with client support. This position is for our West LA Office and will also serve as the office coordinator as well as receptionist.
Roles and Responsibilities:
• Provide direct advisor support for 3-5 advisors
• Interface with clients as needed
• Create and maintain both physical and electronic client files
• Process paperwork through custodians (Schwab and TD)
Qualifications:
• 1-3 years experience in back office operations
• Undergraduate degree strongly preferred
• Good interpersonal skills with the ability to work well with others
• Ability to work independently
• Strong attention to detail and accuracy
• Excellent organizational skills and enjoys assisting others
• Ability to multi-task and work well under pressure
• Familiar with Windows and Microsoft Office
• Familiarity with Portfolio Center, Junxure, Laserfiche is a plus
• Knowledge of Schwab and TD Ameritrade Institutional platforms is a plus
Please respond by e-mail with a resume and a brief explanation of why you believe you will be suitable for this position.
- Location: West LA
- Compensation: $18-$20 / hour DOE
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Operations Specialist (West LA)
10 May 2012 at 5:51pmA boutique investment management and advisory firm in West LA, providing services for wealthy families, individuals and organizations, is looking to fill an Operations Specialist position. The position includes an array of responsibilities for both RIA Portfolio Administration activities and B/D Securities Operations activities. These responsibilities include but are not limited to certain day to day operational activities as well as portfolio reporting activities. These activities include:
Establishes new accounts, performs account maintenance & other account related activities to ensure all accounts are established with required information and documentation. Coordinates sub-advisor account set-up. Monitors and manages document deficiency report.
Performs additional operational tasks as needed including, but not limited to money movements, margin/settlement resolution, file management and coordination of private placement documents, capital call and tax information.
Produces and distributes performance reports as required outside of the standard statement cycles
Completes account and security transfer tasks and necessary tax lot/cost basis maintenance and reconciliation activities
Supports advisory associates by responding timely to requests for reports, research and/or other information and back-up support in the production of new account and private placement packages
Performs functions required to provide client on-line access and electronic statements and confirmations
Maintains proficiency in all investment strategies, services, policies and procedures to effectively respond to inquiries and complete service requests. Solve problems through a strong understanding of operational and firm processes.
REQUIREMENTS
Three to five years experience in similar day to day operations role for with an investment management firm and/or broker/dealer securities operations.
Familiar with standard concepts, practices, and procedures within the financial services industry. Series 7 license preferred but not required.
Strong technical skills using the Microsoft Office Suite, including Excel, Word and Outlook.
Advent software experience preferred
The ideal candidate will possess mid to back office knowledge and capabilities, together with the proficiency to apply experience to multiple operational tasks and assignments.
Understanding of principles, practices, and regulatory requirements of investment advisor and broker/dealer operations. Knowledge and understanding of all products, procedures and policies and implementation of such.
- Location: West LA
- Compensation: $60K DOE plus bonus and profit sharing
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Planner (Los Angeles, Venice)
10 May 2012 at 4:04pmOur office seeks a high-level Financial Planning assistant to support one of the top independent financial planning practices in the industry.
The ideal candidate has exceptional organizational skills and the ability to multi-task in a fast-paced environment. This candidate must deliver the highest quality of service in a caring and articulate manner and must also possess the confidence necessary to help manage the CEO of the practice.
We are a boutique financial planning firm located that specializes in creative tax planning and asset management for the affluent small business owner market. Our office maintains a non-corporate and friendly atmosphere.
Responsibilities:
- Organizes and manages daily workflow and tasks
- Develops and maintains organizational systems
- Manages practice calendar by arranging appointments and coordinating meetings and calls
- Provides phone support and performs daily service transactions for clients while adhering to compliance and regulatory policies
- Manages advisor's inbox by filtering, forwarding and filing e-mail and other correspondence
- Performs drafting and typing of client correspondence as required
- Prepares and processes insurance and investment account applications
- Plans and coordinates client and marketing events
- Organizes and helps manage general office environment
Requirements:
- Exceptional organizational skills and attention to detail
- Excellent verbal and written communication skills
- Ability to prioritize and perform multiple tasks in a dynamic, fast-paced environment
- Ability to delegate and efficiently collaborate with team to ensure timely execution of daily tasks
- Strong computer skills (MS Word, Excel, ACT! and electronic services)
- Pleasant, professional, and confident phone and personal demeanor
- Polished presentation
- Strong client service orientation
- At least two to five years of administrative and service experience
- Financial services industry experience preferred
- Basic bookkeeping experience a plus
- Hours of operation: 8am -- 5pm or 9am -- 6pm with flexibility
- Annual salary: $40,000 - $60,000 with benefits and bonus potential
- Minimum education requirement -- Bachelor's Degree
Interested candidates please apply at http://smarterer.com/skillsets/join?t=bYYtUcpi. Submit your resume on the website and spend a few minutes demonstrating your skills in various tools.
- Location: Los Angeles, Venice
- Compensation: Competitive
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
ACCOUNTANT EXPERIENCED IN GREEN ENERGIES (OFF SITE)
9 May 2012 at 11:59amSouthern California's premier solar energy wholesaler and installer is looking for an EXPERIENCED ACCOUNTANT/ ACCOUNTING FIRM to head our accounting department. This is a Contractual/Consultant Position and will work off site. Candidate(s) MUST be familiar with alternative energies and will act as counsel in green energies accounting, tax advisory, business and financial strategies and management. Candidate(s) must have access eligibility to Section 1603 grants and will assist in optimizing tax benefits, grant qualification and auditing. Will act as ongoing advisor for federal, state and local incentives. All QUALIFIED applicants please call 818-691-0300, and ask for Debi to discuss your qualifications.
- Location: OFF SITE
- Telecommuting is ok.
- This is a part-time job.
- OK to highlight this job opening for persons with disabilities
- Principals only. Recruiters, please don't contact this job poster.
- Phone calls about this job are ok.
- Please do not contact job poster about other services, products or commercial interests.
Seeking Entry Level Financial Advisors
8 May 2012 at 3:57pmQuest Capital Strategies, Inc is a full service broker/dealer. We are currently looking for motivated and achievement driven individuals to assist individuals with their retirement goals as well as various investment needs. Quest Capital Strategies, Inc is an independent investment firm offering various investment vehicles for customers, such as IRA's, Stocks/Bonds, 401(k)'s, 403(b)'s, Annuities, Mutual Funds, Life Insurance and many other types of investment avenues. With Quest Capital Strategies, Inc, you may be appointed with many companies, such as ING, Oppenheimer, American Funds, Franklin Templeton and many more. We will sponsor and guide you through the FINRA licensing process. Quest Capital offers competitive commissions and ongoing training. We currently also have entry-level financial advisor positions available. If interested, please submit your resume for review to financialadvice@me.com
**** Commission Pay Only Position ****
- Compensation: Commission Only
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Financial Analyst - CBS Studios - Los Angeles, CA
17 May 2012 at 3:01pmFinancial Analyst Assist in preparation of the P&L and cash flow for annual budget and monthly forecasting Update and maintain show ultimates, cash flow...
From CBS Corporation - 17 May 2012 21:01:26 GMT - View all Los Angeles jobs
Financial Analyst - The Jewish Federation of Greater Los Angeles - Los Angel...
17 May 2012 at 1:39pmPosition Description Reporting to the Manager of Financial Planning & Analysis, acts as a resource on all... budget data into financial system on a timely basis...
From The Jewish Federation of Greater Los Angeles - 17 May 2012 19:39:14 GMT - View all Los Angeles jobs
FINANCIAL ANALYST - Union Bank - Los Angeles, CA
17 May 2012 at 9:36pmjob. Invest in you! Financial Analyst Los Angeles... Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visit...
From Union Bank - 18 May 2012 03:36:37 GMT - View all Los Angeles jobs
Financial Analyst - Nestle - Glendale, CA
18 May 2012 at 3:16pmFinancial Analyst gathers and interprets financial... priorities. At this level, the Financial Analyst continues to develop financial and technical skills and...
From Nestle - 18 May 2012 21:16:16 GMT - View all Glendale jobs
Financial Analyst - Virgin Galactic - Pasadena, CA
17 May 2012 at 11:54amguy/gal like you! The Financial Analyst will be a key... financial, and business analysis. Strong budget/forecast and financial analysis skills. Strong financial...
From Virgin - 17 May 2012 17:54:31 GMT - View all Pasadena jobs
Financial Analyst/Financial Reporting, Senior - ENCLIPSE - Burbank, CA
19 May 2012 at 3:15amaccounts. Review financial reports for accuracy... unit reporting packages, helps prepare ad hoc financial reporting as necessary. Requires excellent...
From Enclipse - 19 May 2012 09:15:18 GMT - View all Burbank jobs
Financial Aid Analyst I - West Coast University - Los Angeles, CA
18 May 2012 at 8:38pmseeking a Financial Aid Analyst I our Administration... President, Financial Aid, with an indirect reporting relationship to the Regional Director of Financial...
From West Coast University - 19 May 2012 02:38:01 GMT - View all Los Angeles jobs
Financial Aid Analyst I - American Career College - Los Angeles, CA
18 May 2012 at 8:00pmseeking a Financial Aid Analyst I our Administration... President, Financial Aid, with an indirect reporting relationship to the Regional Director of Financial...
From American Career College - 19 May 2012 02:00:07 GMT - View all Los Angeles jobs
Sr. Financial Analyst - West Coast University - Los Angeles, CA
18 May 2012 at 8:38pmin a senior level financial analyst position with... supply the most accurate financial information Knowledge of automated financial and accounting reporting...
From West Coast University - 19 May 2012 02:38:12 GMT - View all Los Angeles jobs
Sr. Financial Analyst - American Career College - Los Angeles, CA
18 May 2012 at 8:00pmin a senior level financial analyst position with... supply the most accurate financial information Knowledge of automated financial and accounting reporting...
From American Career College - 19 May 2012 02:00:02 GMT - View all Los Angeles jobs
Financial Analyst - CES - NBC Universal - Los Angeles, CA
16 May 2012 at 3:52pmOperations Build Key Financial Assumptions for the... Preparation of financial analysis, accruals and ad hoc reports to support financial reporting requirements...
From NBC Universal - 16 May 2012 21:52:39 GMT - View all Los Angeles jobs
Senior Financial Analyst - Belkin - Los Angeles, CA
18 May 2012 at 11:19amWhat you?ll do As a Senior Financial Analyst-Operations , you will provide financial and business... monthly analysis of financial statement variances...
From Belkin - 18 May 2012 17:19:10 GMT - View all Los Angeles jobs
Sr. Financial Analyst - Paramount Pictures - Los Angeles, CA
18 May 2012 at 7:36amreports to support financial statement balances... accuracy of complex financial information * Ensure the integrity of the financial models and quality of...
From Paramount Pictures - 18 May 2012 13:36:55 GMT - View all Los Angeles jobs
Financial Analyst - Returns Processing - Paramount Pictures - Los Angeles, CA
18 May 2012 at 11:46pmand preparation of DVD and VHS defective discount credits * Various research, financial analysis and reconciliation projects as necessary * Contacting different...
From Paramount Pictures - 19 May 2012 05:46:58 GMT - View all Los Angeles jobs
Senior Financial Analyst - NBC Universal - Universal City, CA
16 May 2012 at 3:52pmSenior Financial Analyst role will be responsible for assisting in all aspects of accounting, financial... years of progressive financial experience. Must be a...
From NBC Universal - 16 May 2012 21:52:36 GMT - View all Universal City jobs
Senior Financial Analyst (Project) - Warner Bros. Entertainment Group - Burb...
17 May 2012 at 5:18pmWarner Bros. Entertainment Inc. seeks a Senior Financial Analyst (Project) for the EFS- Home Entertainment... the consolidation of financial statements for EFS &...
From Warner Bros. Entertainment Group - 17 May 2012 23:18:51 GMT - View all Burbank jobs
Senior Financial Analyst - Live Nation - Hollywood, CA
15 May 2012 at 5:31pmThe Senior Financial Analyst will be responsible for providing high level, detailed and technical analysis... Assist in the monthly financial forecast updates and...
From Live Nation - 15 May 2012 23:31:44 GMT - View all Hollywood jobs
Sr Financial Analyst - Red Bull North America, Inc. - Santa Monica, CA
17 May 2012 at 5:39pmSr Financial Analyst ( Job Number: 002737 ) PURPOSE OF THIS JOB The Senior Financial Analyst will... experience as a financial analyst, preferably in the...
From Red Bull North America, Inc. - 17 May 2012 23:39:27 GMT - View all Santa Monica jobs
Senior Financial Analyst, Customer - Finance - Santa Monica, CA
18 May 2012 at 3:25pmSenior Financial Analyst, Customer Great Games Start... Sales, for both companies. Job Title: Sr. Financial Analyst, Customer Reports To: Manager, Customer...
From Activision - 18 May 2012 21:25:10 GMT - View all Santa Monica jobs
Financial Analyst - CBS Television Studios - Los Angeles, CA
18 May 2012 at 7:32pm90210;" the daytime talk show "The Talk," and BET's #1 show "The Game."Financial Analyst Assist in preparation of the P&L and cash flow for annual budget and...
From CBS Television Studios - 19 May 2012 01:32:58 GMT - View all Los Angeles jobs
FinancialAdvisorWorld.com website owner does not evaluate or guarantee the accuracy of any content available on FinancialAdvisorWorld.com website. All information in this site is deemed reliable but not guaranteed. FinancialAdvisorWorld.com web site owner shall not be responsible for any typographical errors, misinformation, and misprints and shall be held totally harmless individually. FinancialAdvisorWorld.com is an independent provider of links to news articles. FinancialAdvisorWorld.com is entirely committed to protecting the privacy of its mediapartners and their users. We use a browser feature known as a cookie. One way our cookies are useful is that they help to improve and personalize your experience by increasing a page's responsiveness and decreasing time between downloading as you browse or surf through the site. Additionally, a pixel tag is delivered with the newsfeeds themselves to organize information about online activity as a means to create anonymous profiles that reflect content preferences. No personally identifiable information is stored or collected. Any suggestions, please email us.
Copyright© 2011 FinancialAdvisorWorld.com. All rights reserved. Privacy Policy
Copyright© 2011 FinancialAdvisorWorld.com. All rights reserved. Privacy Policy