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Accountant Financial Analyst - New Position! Great Opportunity! (Poway CA)
15 May 2012 at 4:24pmWe are seeking a qualified individual to join our dynamic accounting team in Poway CA. This individual will assist the Finance department in creating timely and accurate financial statements, preparing bank reconciliations, and financial projects and reports. Primary job functions typically require exercising independent judgment.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Prepare month end journal entries for multiple companies, including but not limited to prepaid expenses, fixed assets, bad debts, property taxes, and work in process.
Insure the accuracy of all balance sheet accounts for multiple companies by preparing schedules detailing what is in the accounts and/or tying them to sub-ledgers.
Review all income statement accounts for accuracy and reasonableness based on account history, insuring corrections are made as necessary.
Run automated financial reports when closing is complete.
Prepare monthly reporting packages including but not limited to operations reports, sales reports, and days sales outstanding.
Work with operations managers to help them understand the financial statements and answer specific questions they may have.
Maintain fixed asset system, including additions and disposals, properly accounting for all transactions.
Prepare year end schedules for audit and provide documentation for auditors as necessary.
Prepare legally required reports including but not limited to sales taxes, property taxes, PUC reports, and business licenses, as well as specific reports required by customers.
On a daily basis, post all bank transactions and investigate transactions for which documentation was not received.
Reconcile all bank accounts for multiple companies.
Backup for Payroll Manager, run payroll or manual checks in his/her absence. Back up accounts payable and credit and collections as required.
Participate in process improvement projects as required.
Communicate with co-workers, management, clients, suppliers, and others in a courteous and professional manner.
Complete discretion is required, as this position will have access to financial statements, payroll information, and other confidential information.
Conform with and abide by all regulations, policies, work procedures, and instructions.
Conform with all safety rules and use all appropriate safety equipment.
Other duties may be assigned to meet business needs. Some overtime may be required.
EDUCATION and/or EXPERIENCE:
Bachelors degree in accounting, finance, or a related field (or equivalent experience and training) with five years related experience, preferably in a service industry.
Interested applicants are required to submit a resume with work and salary history for consideration. Applicants are required to take an online profile as part of the recruiting process. Please click on the link below for additional instructions. We are proud to be an EOE/MF employer.
http://www.ondemandassessment.com/verify/apply/eyBBev/DPCnDna
- Location: Poway CA
- Compensation: DOE
- OK to highlight this job opening for persons with disabilities
- OK for recruiters to 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 Financial Reporting Analyst -- Leading Software Company (Sorrento Val...
14 May 2012 at 12:02pmOne of San Diego's most successful organizations is looking for a Senior Financial Reporting Analyst. This is a highly visible position and offers an excellent opportunity to work with a talented team. The Senior Financial Reporting Analyst will assist with the preparation of the company's interim and annual financial statements as well as accounting for equity related transactions.
Responsibilities include:
- Assist with the preparation and review of the company's interim and annual SEC 10-Qs and 10-Ks, including gathering data and summarizing information for the financial statement footnotes
- Research the impact of new and existing SEC requirements and accounting standards and draft accounting memos to support conclusions
- Coordinate with external auditors to provide audit and review support documentation.
- Maintenance of accounting and financial reporting systems including report writing
- Perform quarterly and monthly SOX controls over equity award grants, cancellations, vesting and exercises
- Record stock-based compensation, including preparation of underlying assumptions and related expense in compliance with authoritative guidance
- Reconcile and forecast equity-related accounts
- Additional special projects as needed.
Minimum Requirements:
BS Accounting or Finance
CPA or advancement towards CPA status
Public accounting experience required (Big 4 or large regional firm with SEC clients)
SEC reporting experience (10-K, 10-Q)
Strong knowledge of GAAP and technical accounting
- Location: Sorrento Valley
- Compensation: $60,000-$70,000 + Bonus
- 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.
GL Analyst (Accountant) (San Diego)
11 May 2012 at 3:55pmPosition Title:
GL Analyst
Department:
Accounting
Requirements:
*Bachelor's Degree in Business Administration with an emphasis in Accounting
*Academic understanding of journal entries and financial services
*Proficiency in Excel
*Desire to be challenged and comfortable working with unfamiliar subject matter
*Organized and conscientious, with attention to detail
*Outgoing personality and desire to achieve results
Responsibilities:
*Originate the accounting and maintain the GL for selected companies
*Perform financial analysis
*Support special projects
This position is responsible for analyzing the operating results of selected business entities. The analysis will be performed on the regular basis as a part of the monthly close review procedures. Financial analysis and forecasting will also be performed on an ad hoc basis to accomplish strategic objectives.
Strong knowledge of one or more of the following required:
* PeopleSoft
* Great Plains Dynamics
* SAP
* MAS 90
* MAS 200
- Location: San Diego
- Compensation: $43K-$48K
- 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.
AVP -- SPECIAL ASSETS (CREDIT UNION/BANKING) (KEARNY MESA)
11 May 2012 at 8:31amAVP -- SPECIAL ASSETS
KEARNY MESA
About California Coast:
California Coast Credit Union is celebrating over 80 years of service to San Diego County residents and is the oldest Credit Union in San Diego County. A recipient of the Peter Barron Stark Workplace Excellence award, we provide an employee friendly culture and a positive environment in which to advance and be rewarded. California Coast Credit Union is one of the largest San Diego based credit unions with more than $1.8 billion in assets. We have over 20 branches throughout San Diego County, spreading into Riverside County. California Coast Credit Union is an equal opportunity employer.
About the Position:
Under the general guidance of the Chief Lending Officer, the incumbent manages the Special Assets Group (SAG) and assigned Problem Real Estate Loan portfolio and utilizes a high degree of independence in managing the criticized real estate assets. The incumbent is accountable for administering and directing all functions of the SAG and ensuring efficient credit union operations by developing strategies to effect payoffs or upgrades of criticized/classified assets. The incumbent works in a team environment developing and recommending strategies to maximize recovery and reduce losses from real estate portfolio of commercial loans. Works closely with borrowers, financial institution executives, and attorneys to review and restructure credit and repayment terms to better secure collateral or charge-off the loan as appropriate.
We offer a creative atmosphere in which to work, professional development opportunities, and excellent company benefits.
Responsibilities:
Negotiates loan structure; multiple collateral, entities or guarantors. Negotiates legal terms and determines acceptable appraisal, title and environmental anomalies of all commercial/business loans.
Reviews, negotiates and manages business-to-business relationship with vendors to benefit and facilitate the growth of California Coast Credit Union. Researches and manages vendor relationships to address appraisal, environmental, title, and insurance issues to ensure business loan growth.
Timely and accurate preparation of Problem Loan Reports including action plans and triggers requiring greater analysis and strategic decisions.
Develops and implements criticized loan strategy for management review. Responsible for borrower communications and negotiations associated with problem loan resolution and alternate solutions for criticized asset resolution. Reviews all analyst work, if utilized; obtains appraisal reports, market data, and third party reports.
Obtains periodic updates and loan and property status from borrower, broker, or Property manager; if delinquent, acts in collection capacity with borrower.
Prepares and presents written analysis including analysis of problem loans to Chief Lending Officer. Responsible for establishing/monitoring loan risk ratings.
Oversees recruitment, development, training, mentoring and evaluation of SAG staff including performance management and salary administration in cooperation with manager and recommends promotions, and discipline actions of employees.
Negotiates with all parties involved throughout the workout bankruptcy process to achieve financial institution objective while maximizing return to the credit union.
Interfaces with Business Lending staff regarding expedient identification and evaluation of deteriorating loan situations in order to recognize problem loans early and minimize losses. Monitors underwriting practices in the department.
Assumes property management responsibilities on commercial REO.
Performs other special projects assigned by Chief Lending Officer.
Requirements:
Requires a High School diploma or General Equivalency. Requires a Bachelor's degree in Finance, Accounting, or Business Administration or equivalent combination of education and experience in managing real estate loan portfolios.
Requires 5 or more years of experience in financial statement, tax return, and cash flow analysis.
Requires 5 or more years of experience in handling commercial real estate loans and commercial real estate loan work out.
Requires 5 or more years leading teams and managing all components of employee supervision.
Experience working with Microsoft Applications such as Word, Excel, Outlook and PowerPoint.
Ability to multi-task and handle multiple projects simultaneously to meet project deadlines.
Ability to interface and communicate both orally and in writing in a positive, professional manner with all levels of staff, members and clients. Excellent presentation skills are also required.
Ability to interact effectively with coworkers, understand and follow work rules and procedures, accept constructive criticism and lead and manage others.
Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
Compensation & Benefits:
California Coast Credit Union offers a comprehensive compensation and benefits package to full time staff that includes, medical, dental, vision, life insurance, long term disability and tuition reimbursement. We also offer 401k retirement plan, incentives, vacation, sick & holiday paid time off, flexible spending account and credit union employee discounts. Work-Life balance is encouraged through wellness activities and an excellent Employee Assistance Program. Coaching and professional development are provided by a supportive management team. We offer competitive salary based on experience.
How to Apply:
Submit your resume, cover letter and salary history by choosing one of the following convenient options. Due to the high volume of responses that we receive, only those candidates that fit our needs will be contacted for an interview. The recruitment search will end when the position is filled.
Email: resume@calcoastcu.org
Fax: (858) 636-3086
- Location: KEARNY MESA
- 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 eCommerce Business Analyst (San Diego, CA)
10 May 2012 at 6:30amThe eCom Business Analyst position will extract and analyze data to identify insights into the eCommerce side of the business including sales, inventory, credit cards, gift cards, Paypal, Bill Me Later, eCertificates, etc.. The position will also maintain our suite of reports related to eCommerce and develop new reporting, as necessary. This position partners with Accounting, IT and eCommerce Departments for financial planning and analysis purposes. The position applies principles of accounting and financial analysis to support daily/weekly/monthly reporting of the eCom business.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Develop an understanding of our data environment
- Use Excel to extract and manipulate data from our database for reporting and analytical purposes
- Maintain our suite of Excel and Powerpoint-based reports and develop new reports, as necessary
- Anticipate internal planning/reporting needs and effectively translate business requirements into working planning and reporting solutions
- Analyze results/profitability to identify insights into trends and opportunities related to the performance of eCommerce
- Translate insights into strategies designed to deliver meaningful, incremental results with direct, measurable impact on the P&L
- Monitor revenue and expense variances and initiatives performance
- Prepare daily/weekly/monthly eComm sales and tender reports
- Perform Ad-hoc analysis
- Perform other duties related to eCom
- Bachelorโs Degree in Finance, Accounting or related field
- 3 to 5 years of Finance or Accounting experience
- Strong analytical and problem solving skills
- Excellent Microsoft Excel, Word and PowerPoint skills
- Ability to handle multiple projects simultaneously under tight deadlines
- Adaptability to frequently changing requirements
- Strong written and verbal communication skills
To Apply for this position, please CLICK HERE
- Location: San Diego, CA
- 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.
AVP -- SPECIAL ASSETS (CREDIT UNION) (KEARNY MESA)
9 May 2012 at 10:48amAVP -- SPECIAL ASSETS
KEARNY MESA
About California Coast:
California Coast Credit Union is celebrating over 80 years of service to San Diego County residents and is the oldest Credit Union in San Diego County. A recipient of the Peter Barron Stark Workplace Excellence award, we provide an employee friendly culture and a positive environment in which to advance and be rewarded. California Coast Credit Union is one of the largest San Diego based credit unions with more than $1.8 billion in assets. We have over 20 branches throughout San Diego County, spreading into Riverside County. California Coast Credit Union is an equal opportunity employer.
About the Position:
Under the general guidance of the Chief Lending Officer, the incumbent manages the Special Assets Group (SAG) and assigned Problem Real Estate Loan portfolio and utilizes a high degree of independence in managing the criticized real estate assets. The incumbent is accountable for administering and directing all functions of the SAG and ensuring efficient credit union operations by developing strategies to effect payoffs or upgrades of criticized/classified assets. The incumbent works in a team environment developing and recommending strategies to maximize recovery and reduce losses from real estate portfolio of commercial loans. Works closely with borrowers, financial institution executives, and attorneys to review and restructure credit and repayment terms to better secure collateral or charge-off the loan as appropriate.
We offer a creative atmosphere in which to work, professional development opportunities, and excellent company benefits.
Responsibilities:
Negotiates loan structure; multiple collateral, entities or guarantors. Negotiates legal terms and determines acceptable appraisal, title and environmental anomalies of all commercial/business loans.
Reviews, negotiates and manages business-to-business relationship with vendors to benefit and facilitate the growth of California Coast Credit Union. Researches and manages vendor relationships to address
appraisal, environmental, title, and insurance issues to ensure business loan growth.
Timely and accurate preparation of Problem Loan Reports including action plans and triggers requiring greater analysis and strategic decisions.
Develops and implements criticized loan strategy for management review. Responsible for borrower communications and negotiations associated with problem loan resolution and alternate solutions for criticized
asset resolution. Reviews all analyst work, if utilized; obtains appraisal reports, market data, and third party reports.
Obtains periodic updates and loan and property status from borrower, broker, or Property manager; if delinquent, acts in collection capacity with borrower.
Prepares and presents written analysis including analysis of problem loans to Chief Lending Officer. Responsible for establishing/monitoring loan risk ratings.
Oversees recruitment, development, training, mentoring and evaluation of SAG staff including performance management and salary administration in cooperation with manager and recommends promotions, and
discipline actions of employees.
Negotiates with all parties involved throughout the workout bankruptcy process to achieve financial institution objective while maximizing return to the credit union.
Interfaces with Business Lending staff regarding expedient identification and evaluation of deteriorating loan situations in order to recognize problem loans early and minimize losses. Monitors underwriting
practices in the department.
Assumes property management responsibilities on commercial REO.
Performs other special projects assigned by Chief Lending Officer.
Requirements:
Requires a High School diploma or General Equivalency. Requires a Bachelor's degree in Finance, Accounting, or Business Administration or equivalent combination of education and experience in managing
real estate loan portfolios.
Requires 5 or more years of experience in financial statement, tax return, and cash flow analysis.
Requires 5 or more years of experience in handling commercial real estate loans and commercial real estate loan work out.
Requires 5 or more years leading teams and managing all components of employee supervision.
Experience working with Microsoft Applications such as Word, Excel, Outlook and PowerPoint.
Ability to multi-task and handle multiple projects simultaneously to meet project deadlines.
Ability to interface and communicate both orally and in writing in a positive, professional manner with all levels of staff, members and clients. Excellent presentation skills are also required.
Ability to interact effectively with coworkers, understand and follow work rules and procedures, accept constructive criticism and lead and manage others.
Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
Compensation & Benefits:
California Coast Credit Union offers a comprehensive compensation and benefits package to full time staff that includes, medical, dental, vision, life insurance, long term disability and tuition reimbursement. We also offer 401k retirement plan, incentives, vacation, sick & holiday paid time off, flexible spending account and credit union employee discounts. Work-Life balance is encouraged through wellness activities and an excellent Employee Assistance Program. Coaching and professional development are provided by a supportive management team. We offer competitive salary based on experience.
How to Apply:
Submit your resume, cover letter and salary history by choosing one of the following convenient options. Due to the high volume of responses that we receive, only those candidates that fit our needs will be contacted for an interview. The recruitment search will end when the position is filled.
Email: resume@calcoastcu.org
Fax: (858) 636-3086
- Location: KEARNY MESA
- 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.
Pricing/Financial Analyst - Large Property Management Firm! (Sorrento Valley)
8 May 2012 at 3:01pmThe MG Properties Group has been actively involved in the acquisition, development, rehabilitation and management of apartment properties since 1989. MG Properties Group manages over 40 apartment communities, which consists of over 8,000 apartment homes in California, Arizona, Nevada and Washington with a total market value of over $700 million!
PRICING/FINANCIAL ANALYST
MG Properties is searching for a Pricing/Financial Analyst to join our Asset Management team. The ideal candidate must be a self-starter with excellent analytical and computer skills, have a proven history of achievement working in a team environment, and possess outstanding organizational skills while working in an environment with multiple priorities.
RESPONSIBILITIES INCLUDE BUT AREN'T LIMITED TO:
1. Become proficient in the methodology of the pricing software to be able to effectively work with Property Managers to maximize the benefits of the product.
2. Setting up communities in Revenue Management software.
3. Conduct pricing and renewal calls with Property Managers to discuss pricing strategy and property performance while determining pricing for properties using the Revenue Management software.
4. Assisting in the financial analysis / review process of monthly and quarterly accounting reports.
5. Maintaining Lender communication and required financial reporting.
6. Compile and analyze data and financial reports.
7. Assist with the internal audit process as needed. Tracking compliance of pricing, renters insurance and other areas as may be required.
8. Assist with the annual property budgeting process.
9. Other assignments as deemed appropriate by Asset Manager and/or Senior Vice President of Asset Management.
QUALIFICATIONS:
Demonstrated experience in the multi-family housing industry in order to understand the dynamics of rental pricing a strong preference.
Financial Analysis and/or Accounting experience a strong preference .
Demonstrated ability to analyze quantitative information and translate into strategic deliverables.
Ability to lead meetings and calls with multiple participants.
Ability to create and work within existing sophisticated Excel-based reports/spreadsheets.
Knowledge of Yardi property management software and LRO or Yieldstar a strong preference.
Must be highly organized, numbers oriented and analytical.
Bachelor's degree preferred
Strong work ethic and attention to detail a must.
Excellent oral and written communication skills and the ability to effectively communicate with all levels of staff is essential.
We offer a great working environment, competitive compensation and an excellent benefits package!
Please apply online at www.mgproperties.com. Select "Careers" then select "San Diego Corporate Office - Pricing/Financial Analyst".
http://tbe.taleo.net/NA1/ats/careers/jobSearch.jsp?org=MGPROPERTIES&cws=1
**PLEASE PROVIDE SALARY HISTORY AND REQUIREMENTS**
- Location: Sorrento Valley
- Compensation: Competitive salary and excellent benefits package!
- 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 Financial Analyst Need Immediately (San Diego)
8 May 2012 at 12:50pmSenior Financial Analyst
A large public company has an immediate need for a Senior Financial Analyst responsible for Financial Planning, Analysis and Reporting.
Responsibilities:
Review, analyze and perform all duties required to effectively monitor revenue and operating expenses.
Participate in projects to improve the operational and financial effectiveness of the supported business partners.
Perform statistical, cost, and financial analysis of data reported in various financial systems.
Assist with financial data analysis, defining relevant information and interpreting the results for the purpose of determining past financial performance and potential risks and opportunities for the future performance.
Establish reporting of pertinent information for use in forecasting, trending, budgeting and actual results.
Responsible for the month-end and quarter-end upper management reporting process.
Assist with annual planning process.
Assist and prepare Ad Hoc projects as assigned.
Requirements:
BA degree in finance or accounting or other business related discipline, MBA a plus.
6+ years of finance related experience.
Must be a self-starter with strong analytical and problem solving capabilities.
Must be able to work well under pressure and able to prioritize to meet deadlines.
Excellent written and oral communication skills are a must.
Interface effectively in a fast paced, dynamic environment with all levels of the organization.
Experience with COGNOS, Hyperion, and SAP, preferred.
Proficiency with Microsoft Excel, PowerPoint, Word, Access.
Knowledge of sales operations and financial planning, recommended.
Experience in the life science or biotech industry, a plus.
- Location: San Diego
- 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 Professionals needed Immediately (San Diego)
15 May 2012 at 5:00pmSEEKING RARE AND EXTRAORDINARY TALENT: Currently recruiting Financial Advisors, Insurance Brokers, & Investment Managers for the San Diego expansion of the #14 ranking 2011 Global 500 Company. Contact Elizabeth Pace Lamson on Linkedin, or e-mail elizabeth@thegoldenplum.com, to be connected directly to the decision makers of the San Diego office.
ABOUT OUR COMPANY
Founded in 1859, our offices have internationally accumulated 95 million individual and corporate ciients; $121.63 billion in revenues; $1.52 trillion in assets under management; operations in over 61 countries; and 214,000 employees and exclusive sales associates around the world. We are an industry leader in financial protection strategies, wealth accumulation and management, risk mitigation, estate preservation, and retirement planning -- ranked #3 among financial institutions world-wide. In the last five years, our company did not require any government bailouts, special federal loans, TARP monies, or stimulus programs.
WHO WE ARE SEEKING
Right now, we are in the process of building a division of professionals in San Diego who are respected leaders in the financial arena, as well as in their communities. Many of our people are experienced CFP's and ChFC's, with professional degrees in law, accounting, business and finance. Others are seasoned veterans and top producers who have already proven themselves in a wide variety of financial settings. At the core of this search, we are reaching out to proven talent and potential new team players who are motivated to create something extraordinary here in San Diego. Our reputation for excellence is our driving force, our credo is to always strive to exceed our clients' expectations, and our goal is to perform at the highest levels of service, production, and compensation. If our mission and goals sound in any way like a potential fit, we encourage you to meet with our management and seriously consider the myriad of benefits we have to offer.
WHY WE WILL APPEAL TO YOU
Rated #1 in diversified insurance on the Forbes Global list of the world's biggest entities for 2011, you will have access to literally hundreds of products and services with leading companies in the industry. Let us emphasize this point: WE ARE CONTRACTED WITH OVER 100 FINANCIAL INSTITUTIONS. Your ability to provide a truly customized financial plan and strategy for each of your clients can now be expanded exponentially, and your ability to modify your plan as their needs change can be met every step of the way. As a rule, we emphasize honesty, integrity, long-term relationship building, and a 100% client-centric focus. Additionally, you will be working side-by-side with distinguished experts in an open-door, team-oriented, and consultative office atmosphere. Upon your approval, our transition team will assist you in retaining your current client base, and bonuses are provided to eligible individuals. Training is on-going and expected, and a healthy benefits and compensation plan offer you unlimited income potential. We should emphasize this point as well: we have the highest pay-outs in the industry, and you will see an immediate increase in earnings should you decide to join our team.
OUR REQUIREMENTS
To qualify, you should have a strong business background and a personal history of success. You should be a self-starter, possess unequivocal honesty and integrity and be highly motivated in helping others achieve financial independence. Strong interpersonal and communication skills are a must.
We will sponsor you for FINRA Series 7 and 63 registrations. A background in law, accounting, banking, brokerage or executive management will be particularly useful. An advanced degree or designation (MBA, JD, CFPฎ, CPA, ChFC) is a plus.
CONTACT INFORMATION
Please contact Elizabeth Pace Lamson at 619-886-9211 to set up an appointment with the decision makers of our San Diego office. We look forward to meeting with you.
- Location: San Diego
- Compensation: Depends on level of experience.
- 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.
Financial Advisor (San Diego)
17 May 2012 at 7:53pmJob Summary
Our client is seeking an individual experienced in dealing with high-net worth clients. Our client offers a non-proprietary, open architecture platform that will allow you to position yourself as an advisor who sits on the same side of the table as your clients and provides independent, objective advice. Backed by the experience and knowledge of our product specialists, you will be equipped to deliver the end-to-end solutions your clients need to help turn their goals into reality.
Our client prides themselves on delivering outstanding service to their Financial Advisors and their clients. As part of their commitment, they are focused on a number of key areas that will help contribute to your success, including:
Delivering an integrated wealth management platform
Offer a superior compensation plan
Focus on new product development
Provide substantial marketing support
Build brand recognition
Enhance our technology and infrastructure
Encourage professional development
Required Qualifications
- Series 7 and 66 (63 and 65)
- College degree
- Portable book of business
- Trailing 12 (TTM) of $250K or higher
- Location: San Diego
- 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 Manager / Controller for Small Growing Company (San Diego 92127)
16 May 2012 at 5:11pmPosition Available Immediately.
Accounting Function
Technology & Patent Research, International Inc. (TPR), a world leader in scientific and technical consulting, is seeking an accounting manager / controller for full time employment. The accountant at TPR is responsible for general ledger maintenance of business entities. The accountant's objective is to provide accurate financial reporting to the company's directors and to maintain an effective use of cash flows for business purposes, including financial management.
Knowledge & Skills:
B.A. in Accounting, or equivalent accounting experience 5 years;
Minimum 2 years experience in working with financial statement preparation and general ledger maintenance;
Experience with budget preparation & cash flow monitoring;
Practice with establishing personnel policies in connection with financial information procedures;
Knowledge of QuickBooks (preferably with pro-advisor status) with advanced Excel skills for reporting purposes;
Excellent written and oral communication skills;
Demonstrates innovative thinking and commitment to achieve the Company's Vision and Mission;
Professional attitude with a commitment to personal development;
Must have a strong attention to detail, be accurate, and demonstrate quality control.
Individual is well organized and has the ability to multitask.
Position requires a high level of responsibility and leadership.
Responsibilities
Maintains general ledger and compiles year-end financial statements for all entities of the company.
Responsible for all aspects of accounting functions including the annual 1099 reporting, annual use-tax calculations, business tax reporting, currency translation reporting, and monthly bank reconciliations.
Works directly with President to achieve budgetary and financial goals;
Ensures personnel policies are approved and in compliance when necessary;
Responsible for monitoring cash flow and reporting effects to the Vice President for investment opportunities, including foreign currency transactions;
In charge of initiating new investment strategies and opportunities for cash growth / savings;
Oversees the collections process for aged accounts receivable;
Represents accounting function with various other departments and responsible for financial decisions/impacts;
Other duties as assigned;
Confidentiality of information is required at all times.
Competitive salary/bonus and company benefits. To apply, send your cover letter and resume directly to ipirecruit@gmail.com.
- Location: San Diego 92127
- Compensation: Competitive salary/bonus and company 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 Advisor (San Diego Division )
11 May 2012 at 4:21pmBest Career in a Challenging Economy
DEFINE YOUR OWN SUCCESS
Changing careers in troubled economic times may seem like a daunting endeavor, but there are exceptions. Even in a down economy, one job rises to the top. According to Money magazine, the financial advisor career enjoys the highest growth rate and offers one of the best combinations of compensation and job security in times of recession.* In light of this, you may be interested to know that Waddell & Reed is expanding our network of highly professional financial advisors in San Diego.
Why are we expanding now? Despite what the economic forces may be telling us, there's another reality we're facing, one that can hardly be ignored. Across the nation and right here in San Diego, innumerable baby boomers are soon to face retirement, many of whom will be looking to Waddell & Reed financial advisors to help them with their financial planning needs. It's an opportunity that could be knocking loudly for you.
Why should you consider Waddell & Reed?
We offer a highly competitive compensation and benefits program.
Unlimited earning potential.
A culture of innovative ideas and strategies to help you exceed your professional expectations.
And as a member of the Waddell & Reed team, you will also benefit from unparalleled support, sophisticated systems for success and a complete cadre of products and services designed to help clients work toward their goals.
If you would like to learn more about securing one of the fastest growing careers in the country at one of the most established financial planning and asset management firms in the United States, please feel free to contact me at 619-297-2003 ext.101 or mwhunt@wradvisors.com. I would be happy to discuss opportunities with Waddell & Reed's growing family of financial advisors.
Sincerely,
Matthew William Hunt
Managing Principal
San Diego Waddell and Reed
Waddell and Reed, Inc.
591 Camino de la Reina
Suite 210
San Diego, CA 92108
p.619-297-2003
f.619-297-2017
*Money magazine relied on data from the Bureau of Labor Statistics and www.PayScale.com.
****For immediate consideration please email your resume to Matt Hunt or phone him at 619-297-2003 ext.101****
- Location: San Diego Division
- Compensation: Base plus commissions and bonuses, benefits first day of hire.
- 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.
Financial Analyst - Goodrich Corporation - Chula Vista, CA
15 May 2012 at 6:15pmanalysis. Analyzes financial/cost performance and provides financial support to program management... years experience in financial analysis. Advanced MS...
From Goodrich Corporation - 16 May 2012 00:15:25 GMT - View all Chula Vista jobs
Financial Analyst I - Zions Bancorporation - San Diego, CA
17 May 2012 at 3:28pmand analyzes financial statements and other financial... 0-2 years of accounting or financial analysis experience. Basic knowledge of financial analysis practices...
From Zions Bancorporation - 17 May 2012 21:28:26 GMT - View all San Diego jobs
Financial Analyst, Mid Job - Booz Allen - San Diego, CA
16 May 2012 at 12:07amFinancial Analyst, Mid-01119598 Description Key Role: Assist with the advancement of a DoD Financial... Experience with writing financial management policies...
From Booz Allen Hamilton - 16 May 2012 06:07:58 GMT - View all San Diego jobs
Manager / Staff Financial Analyst - Qualcomm - San Diego, CA
16 May 2012 at 1:57pm7+ plus years of experience in Finance; Requires strong analytical, financial modeling, and market research, and presentation skills; Must be comfortable...
From Qualcomm - 16 May 2012 19:57:45 GMT - View all San Diego jobs
Financial Analyst 2 - Northrop Grumman - San Diego, CA
16 May 2012 at 8:38pmFinancial Analyst 2 Requisition ID: 12007491 Location(s): United States-California-San Diego Business Sector: Aerospace Systems US Citizenship Required for...
From Northrop Grumman - 17 May 2012 02:38:51 GMT - View all San Diego jobs
Senior Analyst, Financial Planning & Analysis - CareFusion Corporation - San...
18 May 2012 at 2:58pmAnalyst, Fin Plng & Anlys Job Family Group (Function): Finance - General Job Family: Financial Planning & Analysis Job Family Summary Financial Planning and...
From CareFusion Corporation - 18 May 2012 20:58:53 GMT - View all San Diego jobs
Financial Analyst - Deltek and Hyperion - BAE Systems - San Diego, CA
17 May 2012 at 5:51amfinancial practices and procedures and make recommendations to promote efficiency in the area of financial... firm understanding of financial concepts. Deltek and...
From BAE Systems - 17 May 2012 11:51:21 GMT - View all San Diego jobs
Senior Financial Analyst - Accountants In Transition - San Diego, CA
18 May 2012 at 2:27pmSENIOR FINANCIAL ANALYST Responsibilities: ? Responsible for performing the day- to-day financial... Supervisors relating to financial close, issues and...
From Accountants In Transition - 18 May 2012 20:27:33 GMT - View all San Diego jobs
Senior Financial Analyst - Volcano Corporation - San Diego, CA
17 May 2012 at 1:53pmJob Summary: The Senior Financial Analyst will play a... databases, and financial reports. Research and investigate accuracy of financial accounting transactions...
From Volcano Corporation - 17 May 2012 19:53:23 GMT - View all San Diego jobs
Financial Analyst I - California Bank & Trust - San Diego, CA
17 May 2012 at 1:58pmand analyzes financial statements and other financial... 0-2 years of accounting or financial analysis experience. Basic knowledge of financial analysis practices...
From California Bank & Trust - 17 May 2012 19:58:23 GMT - View all San Diego jobs
FINANCIAL ANALYST IV - General Atomics - ASI Unit - Poway, CA
16 May 2012 at 4:51aman extensive technical expertise and application of industry and government financial principles and reporting requirements, as well as theories, concepts...
From General Atomics - ASI Unit - 16 May 2012 10:51:47 GMT - View all Poway jobs
FINANCIAL ANALYST III - Aeronautical Systems - Poway, CA
15 May 2012 at 5:38amTM611-11297 DUTIES & RESPONSIBILITIES: Assist in establishing budgets and cost tracking for UAV programs. Assist in analyzing and reporting cost and schedule...
From Aeronautical Systems - 15 May 2012 11:38:05 GMT - View all Poway jobs
Senior Financial Analyst - Vaco - San Diego, CA
15 May 2012 at 4:09pmFinancial Analyst We have a need for a Senior Financial Analyst for a 3 month contract engagement, with a... implement financial concepts for financial planning... $30 - $40 an hour
From Vaco - 15 May 2012 22:09:08 GMT - View all San Diego jobs
Financial Analyst / Accountant (Junior Level) - Kforce - San Diego, CA
15 May 2012 at 11:30amOur client has engaged us on a search to help with an Analyst / Accountant (mostly analytical) to join their team on a temp to hire basis. This role is located...
From Kforce - 15 May 2012 17:30:40 GMT - View all San Diego jobs
Senior Analyst, Systems (Night Shift) - LPL Financial Services - San Diego, CA
15 May 2012 at 1:14pmThis is a night shift position that will start at either 7:00 PM to 4:00 AM, or 11:00 PM to 08:00 AM (Pacific Time). The primary duties of this position include...
From LPL Financial Services - 15 May 2012 19:14:49 GMT - View all San Diego jobs
Data Analyst - Petco - San Diego, CA
16 May 2012 at 7:26pmopportunity for a Data Analyst, who will support Petco?s database mining efforts by retrieving, validating, staging, and analyzing financial, real estate...
From Petco - 17 May 2012 01:26:33 GMT - View all San Diego jobs
HRIS Analyst - Encore Capital Group - San Diego, CA
19 May 2012 at 7:43amand work toward financial recovery. Encore?s success... we are seeking a HRIS Analyst for our San Diego office. The HRIS Analyst is responsible for maintaining...
From Encore Capital Group - 19 May 2012 13:43:00 GMT - View all San Diego jobs
SR FRAUD ANALYST I - Union Bank - San Diego, CA
18 May 2012 at 4:23pmFinancial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations...
From Union Bank - 18 May 2012 22:23:40 GMT - View all San Diego jobs
Rate and Budget Analyst - SDCWA - San Diego, CA
15 May 2012 at 5:03pmtime Rate and Budget Analyst position in the Finance... financial rate modeling program; supports budget development and monitoring, debt issuances and financial...
From WaterJobsOnline.com - 15 May 2012 23:03:39 GMT - View all San Diego jobs
Sr Analyst, Contract & Billing - CareFusion Corporation - San Diego, CA
18 May 2012 at 3:06pmto field sales with financial assistance structuring... contracts. Perform financial analysis on sales proposals using standard financial model, to determine...
From CareFusion Corporation - 18 May 2012 21:06:03 GMT - View all San Diego jobs
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