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San Francisco California Financial Analyst Jobs

FINANCIAL ANALYST/ACCOUNTANT- The Health Trust (campbell)

18 May 2012 at 7:22pm
THE HEALTH TRUST
FASS - Financial and Administrative Support Services
FINANCIAL ANALYST / ACCOUNTANT
PART TIME / FULL TIME - 20-40 hours/week - flexible
BENEFITED
MONDAY-FRIDAY

SUMMARY
Under the general supervision of the Controller, Assistant Controller or Accounting Manager, this position supports less complex back-office accounting clients as provided by the Health Trust's back-office accounting services. The position applies principles of accounting and financial analysis in order to maintain the general accounting systems; reconciles various general ledger accounts, prepares journal entries, assists in maintaining the fixed asset schedules, performs accounts payable, provides payroll and billing / grant billing functions, develops budgeting, financial and variance analysis, and performs other duties as required. The position is expected to support multiple back-office accounting clients as assigned.

 Experience in accounting and finance principles acquired through completion of a Bachelor's degree in Accounting, Finance, Business Administration or other closely related equivalent experience.
 One-year of progressively related accounting and finance experience; general ledger accounting.
 Ability to resolve accounting problems and prepare financial analysis.
 Ability to effectively communicate both orally and in writing with Executive Directors, Program managers and/or supervisors, as well other client related staff members.
 Analytical skills required in order to assist in the development and maintenance of the accounting and finance related tasks.
 Basic knowledge of general ledger accounting, budgeting, forecasting and financial analysis techniques.
 Ability to use personal computers, spreadsheet and word processing software.
 Knowledge of Microsoft Excel and Word.
 Ability to learn accounting software.
 Employment background screening required.

BENEFITS
Medical, Dental, Vision, Flexible Spending, Company Paid Life/ADD/LTD / Voluntary Life/ADD (available at 32 hours), Employee Assistance, Credit Union membership, Fitness Center Membership, Paid Time Off, Extended Sick Time, Ten (10) Paid Holidays, Paid Jury Duty.

Email, fax, mail resume to:
The Health Trust, Human Resource Department
2105 S. Bascom Ave., Ste. 220, Campbell, CA 95008
Phone: 408-559-5595
Fax: 408-559-3591
Email: resume@healthtrust.org
Website: www.healthtrust.org

Equal Opportunity Employment

This is at a non-profit organization.
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Credit Analyst (novato)

18 May 2012 at 6:16pm
L+L Logic & Logistics USA, LP

L+L Logic & Logistics provides distribution, financial, IT, HR & customer support services to Euro Comfort footwear brands: Birkenstock, Birki's, Footprints, Papillio, Tatami, Alpro, Birko Orthopädie and is located in Hamilton Field, Novato CA.

Summary of Position:
Build and maintain excellent relationships between L+L Logic and Logistics and its retail customers through effective and efficient credit and collection services. Independently manage receivable portfolio to achieve optimal credit and collections performance in accordance with the department's objectives. Provide effective credit analysis for assessment of key accounts. Assist Manager with projects.

Essential Functions of the Job:
• Perform credit risk assessment, including financial statement analysis and analysis of credit reports and data obtain from bank and trade references on current and potential customers.
• Establish and update credit limits for new and existing accounts based on credit risk assessment.
• Review daily credit hold orders and release for allocation. Communicate and work with Sales and/or Sales Support orders which could not be released.
• Manage existing account to ensure adherence to L+L's credit standards and policies, including timely payment of delinquent accounts to achieve DSO goals.
• Research and resolve complex credit and collection issues for key accounts, and make recommendations to Manager for course of action.
• Compile reports for Management as required
• Manage and analyze customer's claims and determine validity for key accounts. Communicate and resolve deduction issues, including payback of unauthorized deductions.
• Identify the root cause of customer's claims and recommend processes to prevent future deductions.
• Cross training of credit functions in Wawi and Great Plains. Assist in the system conversion of AR/Credit data in multiple systems (SAP, Wawi, Great Plains, ABS).
• Assist Manager with cash projection and performance measurements as required.
• Assist Manager to provide training and guidance to personnel as assigned
• Assist Manager with review of accurate AR/credit conversion data in Wawi and Great Plains.
• Interacts closely with Sales, Sales Support, Customer Service, Logistics, and other internal customers.
• Perform other projects as required.

Additional Duties and Requirements:
Skills:
Effective written and verbal communication
Previous credit collections experience is required
Understanding of financial statement and cash flow analysis
Excellent negotiation skills/customer sensitivity and analytical skills
Ability to manage multiple projects to completion with sound judgment
Ability to manage risk, bad debt and past dues at appropriate levels
Effective research and problem solving skills
Proficiency in Excel, MS Word and Microsoft Office
Ability to prioritize and meet deadlines within specified time constraints
Self starter and work effectively in a team environment.
Attention to detail and ability to handle multiple systems, multiple priorities with efficiency
Knowledge:
Previous credit analysis experience with knowledge of credit tools -- D&B, trade reports, Hoovers and Edgar reports
Competency with Microsoft Excel required
Ability to perform financial statement and cash flow analysis
Computer savvy with ERP experience
Knowledge of Fair Credit Act, basic credit and commercial law, including bankruptcy law and reclamation claims

Degrees/Certificates: 4 year College degree

Job Experience: 3-4 years credit analyst experience and/or credit/collection experience

If interested, please send cover letter and resume to: jobs@lservice.us with the subject title "Credit Analyst"
** Local candidates only. No relocation considerations.

Compensation: DOE
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Senior Inventory Analyst/Accountant (emeryville)

18 May 2012 at 5:40pm
Looking for a great place to grow and develop your career? Look no further. Art.com is a profitable and rapidly growing eCommerce company based in Emeryville, recognized by Internet Retailer as a Top 100 web site. .

We are seeking an outstanding candidate to join our accounting team as a Senior Inventory Analyst/Accountant. This is a great opportunity to grow professionally in a dynamic, growth-oriented company. We are seeking an analyst/accountant to assume a leading role in the area of inventory accounting as well as supporting other special projects that will include reporting and analysis, as well as month-end, quarter-end and year-end responsibilities.

RESPONSIBILITIES:

• Management of inventory and cost month-end closing, journal entries preparation, inventory valuation, inventory roll forward, etc.

• Reconcile all inventory and COGS accounts to general ledger.

• Ensure timely submission, accuracy and validity of inventory, cost-of-goods sold, and gross margin reporting.

• Monitor systems to assure timely inventory transaction costing in accordance with company accounting policy and design

• Primary knowledge holder for cost and inventory data from systems, including resourceful data mining when report is not available, and specify reports or processed where they are lacking.

• Work closely and proactively with operations group in US and operations and finance group in the Netherlands to assure transaction flows and accounting are consistent with financial and management reporting.

• Prepare analyze and report weekly, monthly, quarterly gross margins by product type, including interpreting of GL information in conjunction with direct product line costs.

• Manage cycle count program, analyze and report results and plan and lead annual physical inventories.

• Maintain internal control documentation and test internal controls for inventory.

• Prepare commentaries and analyze schedules for monthly financial package.

• Act as inventory and cost liaison with external auditors, including preparation of schedules for audits and reviews.

• Work closely and proactively with Business Systems group to co-ordinate month end closes and resolve systems issues/needs for inventory and cost accounting.

REQUIREMENTS:

• CPA strongly preferred; Big 4 experience a plus

• 5-7 years experience

• Strong general accounting and accounting analytical skills around judgment areas in accounting a must

• Large ERP and previous cost experience a plus

• Excellent systems understanding at both overall and detail level, including ability to implement and document new procedures as required

• Strong understanding of GAAP

• Public company experience preferred

• Intermediate to Advanced Excel skills

• Strong communication, interpersonal skills, attention to detail; excellent analytical and organizational skills

• Project-based experience, ability to prioritize workload, handle multiple tasks, work as part of a team as well as work independently with minimal oversight to accomplish objectives

• Must be able to travel to manage year end physical inventories in Ohio

• BA/BS in accounting or finance required

To apply, please follow the link below to our Corporate website:
http://corporate.art.com/careers.aspx

Thank you for your interest in our company and we encourage you to visit one of our sites:

Art.com
AllPosters.com

Location: emeryville
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Senior Financial Analyst - MTV Networks (financial district)

17 May 2012 at 6:33pm
Senior Financial Analyst - MTV Networks - Contract

Location: San Francisco, CA

Job Description:

• Responsible for preparing monthly revenue and expense entries.
• Analyze and report on data from our transaction processing system to ensure accuracy and partner with business team to resolve any problems.
• Manage revenue models.
• Prepare invoices and review accounts receivable coding.
• Prepare monthly operations reports for business teams.
• Analyze variances and communicate to corporate/business team.
• Provide monthly updates on current quarter and year-end outlook along with an assessment of risks & opportunities.
• Partner with business team and corporate on forecasting & budgeting activities.
• Account reconciliations.
• Ensure compliance with accounting policies/procedures, GAAP and SOX requirements.
• Evaluate current processes and tools and propose changes as needed to improve efficiency.
• Develop reports and analysis that will enhance management decision-making.
• Provide overall operational and financial support to business team.
• Review and approve freelancer time sheets.
• Liaise with corporate General Accounting.
• Ad-hoc projects.

Job Requirements:
• 2-4 years finance/accounting experience.
• Bachelor's degree in Accounting or Finance. Public accounting experience is a plus.
• Proven strong financial and analytical skills, written and oral communications.
• Accurate eye for detail balanced with the ability to see the big picture.
• Ability to work and communicate effectively with all levels of management.
• Ability to handle multiple projects simultaneously, prioritize tasks and meet deadlines.
• Strong technical skills, especially Excel. Prior experience with Khalix, Oracle/SAP or similar financial systems a plus.

Please forward your resume to SFJobs at mtvstaff.com and reference (Senior Financial Analyst) in the email Subject line.
About Nickelodeon Games Group:
The Nickelodeon Games Group serves one of the world's largest online games audiences, with several million unique users in the US alone. Home to leading games sites AddictingGames.com and Shockwave.com, the group also produces games for some of the world's most beloved animated characters such as SpongeBob and Dora the Explorer, as well as live action TV hits such as iCarly. The group focuses on creating cutting edge game experiences for kids, teens, and their parents with particular focus on online gaming. With over 4,500 games on its sites, the group distributes one of the largest collections of online games in the world and also creates its own IP via a network of independent games developers and studios

Compensation: DOE
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Financial Advisor (financial district)

17 May 2012 at 5:04pm
Veritat is a national advisory firm seeking local Financial Advisors to build trusted client relationships and provide unbiased financial advice. Veritat's Financial Advisors provide comprehensive, personalized financial planning and execution, portfolio management, and ongoing feedback to help clients set goals and plan for the future.

Company Background
Veritat is emerging as a leader in the growing fee-only financial advisory movement. As a Registered Investment Adviser firm and member of NAPFA, Veritat embraces a fiduciary standard, putting the best interests of clients first.

Working at Veritat
By taking advantage of Veritat's advanced technology platform, our Financial Advisors also enjoy greater autonomy, flexibility, and scalability in building their practices and revenue potential. As a key contributor to delivering on our mission and growth, each Financial Advisor at Veritat receives a significant share of the revenue they generate.

Requirements

- Passion to serve the needs of a variety of income classes, including the middle-class.
- Desire to offer objective financial advice without bias from commissions.
- Entrepreneurial mindset, with the ability to network and grow your own book of business.
- College Degree plus one of the following: Series 65 (or willingness to obtain), Series 66, Series 7/63. Additional certification (CFP, CPA, J.D., several others) preferred.
- At least 2 years of industry experience (preferred) with clean compliance record.
- Authorization to work in the US without restriction in duration.

Ideal Candidates

- Financial professionals who prioritize offering objective advice over selling products. Note: Veritat can help transition any existing clients.
- Senior planners with a desire to improve their ability to serve friends and former clients.
- Individuals beginning a career in financial advisory who plan to build an ethical practice with minimal overhead. Recent graduates of applicable undergraduate programs may apply and will be considered for a Junior Advisor role.
- CPAs or attorneys seeking a turnkey platform and expert resources in order to offer holistic financial advice as part of their practice.
- Career-changers who have business experience and demonstrated analytical, business development, and client relationship management skills.
- Note - While in-person client meetings are encouraged, Veritat also enables videoconferencing and secure messaging. Veritat's Financial Advisors choose their own schedule and location, including work-from-home and part-time.

The Wall Street Journal on Veritat Advisors: "the middle class might finally stand a decent chance of getting upper-class advice"

For more information and to apply
Please visit: https://www.veritat.com/advisors/apply?utm_source=craigslist&utm_campaign=san-francisco_CA

Keywords: Advisor, Adviser, Financial Adviser, IAR, Independent Advisor Representative, CFP, Certified Financial Planner, RIA, Financial Advisor, Broker, Investment Advisor, Investment Consultant, Investment Counselor, Financial Consultant, Financial Planner, Financial Services, Portfolio, Portfolio Analyst, Certified Public Accountant, Estate Attorney, Sales, Sell, Business Development, Marketing, Prospecting, Client Service, Series 65, Series 7, Series 63, Series 66, Career Change, Career Transition, Mutual Funds, Stocks, Bonds, IRAs, Lending, Insurance, Estate Planning, Work From Home, Work-From-Home, Entrepreneurial, Fee-Only Financial Planning, Fiduciary

Compensation: competitive
Telecommuting is ok.
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Senior Analyst, Strategic Supply Planning (napa county)

17 May 2012 at 4:56pm
So you want to be a Vintrepreneur?

To work here you'll need to have an entrepreneurial spirit, a passion for wine and a commitment to being a global ambassador for all our treasured brands.
As Vintrepreneurs, wine is our thing. We are all attracted to the opportunity to be part of a distinctly wine-driven culture, yet make our presence felt as individuals. And what makes us all the more special and super-charged about what we do, is that we can do it with a common understanding from different places; places we know and love, places we can feel in our bones and taste in our wines.

Exciting opportunity to be the key analytical engine of the Strategic Supply Planning team, providing insights and recommendations to drive long term supply and demand planning including multi-million dollar sourcing, inventory and supply-side investment decisions to support Treasury Wine Estate's growth plans.

What you will be doing:
Vintage Planning
• Manage grape allocations process including program & winery crush assignments
• Generate supply/demand balance reporting on a monthly basis (weekly during harvest)
• Assist in annual vintage budget preparation (winery & fruit spend)
• Provide ad hoc supply/demand reporting to viticulture & winemaking
Supply Strategy
• Conduct market research on the California Grape & Bulk wine market including consolidation of data from industry publications, industry experts and internal expertise
• Develop California, Oregon and Washington supply availability outlook including bearing & non-bearing acreage as well as land potentially suitable for grape growing
• Develop and maintain a 5 year fair market value forecast for grapes & bulk wine pricing
• Maintain TWE Secure Supply Targets
• Analyse supply availability & pricing from key international supply markets (e.g., Chile, Argentina, Italy, Spain)
• Support supply-side M&A efforts with qualitative and quantitative analysis regarding opportunity sizing, target due diligence (financial and operational) and support internal buy-in and approval processes
Product Profitability
• Manage input streams feeding into TWE Product Profitability financial model
• Maintain ideal blend recipes in TWE systems
• Work with Winemaking & NPD leadership to design and evaluate new products
• Provide in-depth financial support to key decisions affecting product profitability
Bulk Wine Planning
• Support bulk wine planning function with
• Vintage make determination
• Vintage change calculation
• Reclassification directives
• Assist with monthly reporting duties
• Analytically support international vs. domestic sourcing decisions with cost/benefit analysis and overall quantification of need (volume, $s)
Miscellaneous
• Provide on-going analysis as requested on a per-project basis
• Maintain inventory balances in TWE planning tool for net vintage demand calculation
• Maintain and update global strategic supply team monthly report
• Monitor & maintain data integrity in TWE systems

What we are looking for:
• BS in Business, Enology & Viticulture or Supply Chain Management or similar discipline
• Superior hypothesis-based analytical skills, i.e. trend analysis, supply/demand balancing, cost of goods modeling, discounted cash flow valuation
• Ability to consolidate large amounts of data from multiple sources, draw conclusions, and present results in executive-ready format
• Excellent organizational, time management, problem-solving and analytical skills
• Rock Star in Excel and PowerPoint
• Must be a team player and comfortable tackling ambiguous problems and situations
• 3-5 years' experience, wine or beverage alcohol industry strongly preferred; alternatively, consumer goods industry experience
• Demonstration of solid organizational skills
• Demonstration of analytical & problem solving capacity
• Financial modelling & database building skills are essential
• Experience with JD Edwards and Oracle Business Intelligence tools are a plus

TO APPLY:

If you are interested in this position please apply online. Go to www.tweglobal.com to submit your resume or use the following link:
https://secure.pageuppeople.com/apply/556/gateway/?c=apply&sJobIDs=742344&SourceTypeID=175&sLanguage=en

Treasury Wine Estates is an Affirmative Action/Equal Opportunity Employer

No relocation assistance is available for this position.

No recruiters or phone calls, please.

Compensation: Competitive
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Financial Tech Analyst (MA or PhD Math/Physics Grads) (foster city)

17 May 2012 at 3:27pm
Applied Underwriters www.applieduw.com
Applied Underwriters, a Berkshire Hathaway Company, is continuing the expansion of its corporate offices in Foster City. This is an excellent opportunity to be trained in a financial analyst position with a stable, growing national company. We are searching for a full-time, permanent Financial Technical Analyst who is interested in working with the best.

Job Summary - Financial Technical Analyst
We are searching for Masters-level graduates who posses in-depth training in applied mathematics and statistics combined with basic programming abilities (SQL). This role requires a high degree of logical thinking and analysis. In its simplest form, the Analyst dives into the database, looks for discrepancies, and cleans/filters the data.

This position is responsible for extracting and validating complex financial data for Applied Underwriters' major corporate systems/applications. Essentially, you will take large problems and break them into smaller ones by applying reasoning and logic. This entails tedious, detailed and thorough work. The right candidate must posses a strong and persistent work ethic.

Individual must be capable of interpreting program code and data models by navigating relational databases to extract necessary data. Individual must have the ability to apply application changes and perform a variety of reporting and analyses to major corporate systems. S/he must be self-motivated, detail-oriented and posses exceptional analytical, quantitative and problem solving skills. Excellence and accuracy in the work produced is an absolute must.

More specifically the responsibilities for this position include:

Generate daily, weekly, monthly and quarterly reports as required.

Research data discrepancies, analyze and extract necessary information from relational databases.

Import/export data and prepare reports for management.

Proven ability to read and write SQL statements.

Apply specialized skills assisting with program maintenance of SQL databases.

Proven experience with MS Excel spreadsheet and data modeling skills required.

Strong oral, written communication and interpersonal skills required.

QUALIFICATIONS

MA or PhD in mathematics, physics or statistics is strongly preferred.

Strong working knowledge of Microsoft SQL Server.

Ability to be trained in financial report analysis and modeling required.

Experience with computer programming preferred with direct experience in SQL and Excel.

Excellent Salary and Benefits.

NEXT STEPS
The Financial Technical Analyst position is a challenging and complex role with Applied Underwriters. The high-level impact of the role dictates that only the best of applicants are considered for the position. If you are interested in learning more about Applied Underwriters and the Financial Analyst position, please respond accordingly.

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Sr. Financial Analyst (foster city)

17 May 2012 at 12:20pm

Making Life Even Better .
When it comes to the vision of shaping discovery and improving life, no other company can match the breadth of products and services in the life sciences field to meet this vision than Life Technologies. Created through the combination of biotechnology leaders Applied Biosystems and Invitrogen, Life Technologies' systems, consumables and services enable researchers to accelerate scientific exploration, driving to discoveries and developments that improve the human condition and the world around us. Our customers do their work across the biological spectrum, working to advance personalized medicine, regenerative science, molecular diagnostics, agricultural and environmental research, and 21st century forensics. With historical sales of approximately $3.5 billion, a presence in more than 100 countries, and a rapidly growing intellectual property estate of over 3,600 patents and exclusive licenses, we are poised to truly shape the world of science. Join a team of more than 9,500 employees around the world who are engaged, curious, insightful, responsible and driven to make life even better.

Life Technologies has an immediately need for a Sr. Financial Analyst supporting Sequencing R&D businesses for Foster City, CA location.

The Senior Financial Analyst position supports the Sequencing Business with regard to operating expense management for all the cost centers along closing responsibilities. Responsibilities include, monthly actual reporting, forecasting, variance analysis, system maintenance.

Essential Functions:
Provide cost center budgeting, planning and analysis support.

Assist in building process to drive and better manage measurements of key business metrics around operating expenses and capital expenditures.

Provide FP&A guidance for technology initiatives

Provide tools and analytics to report spend by functional area. Work hand-in-hand with functional leaders support expense forecasting and expense management

Partner with the corporate finance team in ensuring that key deliverables for financial close, actual and forecast review are met. Assist in directing analysis and interpretation of financial data and extracts from different systems and applications (E1, SAP, Hyperion) for the purpose of determining past and future financial performance.

Perform other ad-hoc analysis or related duties as required and/or assigned.

Nature and Scope:
Must be able to interface effectively with all levels of the organization. Must demonstrate judgment, tact and diplomacy in dealing with internal customers within a matrix organization. Accuracy is required in performing all functions of this position. Providing timely, accurate, relevant information and analysis is a must. Must possess initiative, enthusiasm, curiosity, a positive attitude and ability to perform as a team player. Must possess problem solving skills and be results oriented.
Education:
Bachelor's degree or the equivalent education and experience are required. MBA preferred.

Experience Requirements :
Requires a minimum of 5+ years of relevant experience in budgeting, planning and managing financial reporting. Proficiency in MS-Excel is a must. Experience with Hyperion Planning, SAP and E1 is a plus. Experience supporting an R&D business unit preferred.

Life Technologies is a equal opportunity employer committed to hiring a diverse workforce.

If interested, please apply online at http://track.tmpservice.com/ApplyClick.aspx?id=1470060-1811-594

Compensation: -
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Credit Analyst (san jose north)

17 May 2012 at 10:42am
Ma Labs Inc., a leading PC component distributor in the world, has a great opportunity for experienced credit analyst to join us for the success.

Responsibilities:
• Create and maintain credit history files
• Analyze and assess the credit worthiness of account/client using credit risk management tools / reports.
• Review financial information, run Dun and Bradstreet in order to establish credit worthiness.
• Respond to credit inquiries from external and internal clients and identify bad debt or financial exposure.
• Responsible for the analysis, reconciliation and collection of customer accounts.
• Communicate with past due customers to resolve outstanding balances.
• Establish strong, long-term relationships with internal and external customers.
• Research and resolve billing and payment discrepancies in a timely manner.
• Prepare Microsoft Excel reports.
• Work with sales department to resolve billing issues

Required Skills/Experience:
• Bachelor's degree or equivalent.
• At least two years collections or finance experience.
• Good customer relationship skills to manage a variety of customer interactions.
• Ability to work independently.
• Accepts accountability for assigned goals, tasks and deliverables.
• Excellent communication (written and verbal) skills.
• Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines.
• Able to use Excel effectively
• Bilingual in Chinese- Mandarin is a big plus

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Senior Financial Analyst, Retail (cupertino)

16 May 2012 at 5:36pm
Senior Financial Analyst for Revenue, Cost, and Margin, Apple Retail

Be a key player in our retail revolution. Help architect our future. Get ready for your perfect job, one that encourages you to think strategically yet stay connected to our customers. Work with stores from Paris, to San Francisco to Shanghai and help share the Apple experience with almost six million visitors a week. Be part of the world's most successful global retailer.

Based in Cupertino, the URM team serves as the hub of financial data from which the worldwide management team relies to make informed business decisions. From global economic fluctuations down to single account level reconciliations, this team has the unique ability to participate in all aspects of the business. The team utilizes this insight to provide worldwide business partners with innovative analysis and financial forethought while also ensuring absolute integrity of controls. This role will be a key asset in the continued growth of Apple Retail, driving the organization's financial actuals, forecasting, and budgeting processes. In this role, a successful innovative analysis and financial forethought are required at both the macro and micro levels. In addition to standard financial analysis, this position will also provide consulting and strategic support to management, including the preparation of executive level presentations. Additionally, this analyst will provide ad hoc accounting support for the Retail Segment.

Primary responsibilities include:
•Provide foundational support, critical to sustaining the success of our business
•Monitor financial performance, highlight trends across key performance indicators and analyze anomalies to identify root causation
•Maintain General Ledger Accounts for Month End Close as well as Forecast
•Coordinate with the Apple shared service centers in Austin, Cork and Singapore and with the global Apple Finance teams that provide accounting and transaction support to our stores
•Analyze complex financial information and provide timely and accurate financial recommendations to management for decision-making purposes
•Produce ongoing periodic reporting, inclusive of analytical analysis, to business partners as well as modeling for planning and pricing analytics
•Drive continual process improvements related to actuals, budgeting, forecasting, and reporting procedures
•Prepare executive level presentations

Ideal candidates will:
Be equipped with prior experience in a month end close, forecasting, and financial reporting
Have a CPA or Master's degree with a focus in Accounting or Finance
Maintain the highest level of accuracy and precision; highly organized

For additional information or to apply for this position, please Click Here. 

Compensation: TBD
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HEDGE FUND-FINANCE & OPERATIONS ANALYST (SOMA / south beach)

16 May 2012 at 3:51pm
HEDGE FUND-FINANCE & OPERATIONS ANALYST

Hedge fund with over $1 billion in public equities seeks a Finance & Operations Analyst to join their team. The firm was launched in 2003 and has its offices in San Francisco. The successful applicant will report to the CFO and be responsible for supporting the finance and operations functions and other areas of the firm as needed.

RESPONSIBILITIES

Perform daily cash management, trade allocations and reconciliations
Prepare portfolio performance, risk management and regulatory reports
Direct the administrator's preparation of monthly NAV and investor account statements
Ensure the timely issuance of the annual audited financial statements and tax returns
Serve as point of contact for the prime broker, administrator and other service providers
Maintain the policies, processes and systems required to operate an effective control environment and to comply with all applicable laws, rules and regulations (the firm is registered with the SEC)
Participate in special projects and the implementation of new systems
Perform selective investment-related due diligence
Provide general office management and administrative support

QUALIFICATIONS

Minimum of a Bachelor's degree and significant progress towards a CPA license
Two years of accounting experience, including time with a Big 4 firm focused on investment companies
Current knowledge of US GAAP as it relates to investment companies
Familiarity with US partnership tax returns is a plus
Excellent written and oral communication skills
Strong mathematical and analytical abilities
Superior attention to detail and organization
Highest level of integrity and ethics
Ability to meet strict deadlines and work long hours

PHYSICAL DEMANDS

The position requires computer work for extended periods of time, as well as heavy phone work with both internal and external contacts. May possibly require the differentiation of colors, shapes and symbols as needed for working with accounting documents, and certain software applications.

WORK ENVIRONMENT

The work environment, while generally quiet, is very high profile. The office is located on an upper floor of a high rise office building.

COMPENSATION
Commensurate with experience. Base plus bonus package.

START DATE
Immediate

We are an Equal Opportunity Employer

Compensation: DOE
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Business Analyst - Sales Incentives (NOT IT) (dublin / pleasanton / livermore)

16 May 2012 at 1:11pm
WE'RE ABOUT A BETTER TOMORROW.

As the number one natural nutrition company in the U.S., Shaklee has been making people healthier for over 50 years. And we've made it part of our job to make the planet healthier along the way. We were doing it back when green was just a color and biodegradable was barely a word. In fact, as early as 1960, we made one of the first biodegradable household cleaners ever. And we were the first company in the world to obtain Climate Neutral™ certification and totally offset our CO2 emissions, resulting in a net zero impact on the environment.

POSITION DESCRIPTION:

The Business Analyst-Sales Incentives will be responsible for analyzing current and proposed incentive programs and for projecting impact and profitability of those sales programs. He/she will work with various cross functional departments (Finance, Product Marketing, Sales, Market Research) to understand trends in product and consumer behavior as well as to conduct competitive market research and use this information for evaluation, proposal and/or modification of existing programs.

POSITION RESPONSIBILITIES (includes but are not limited to):

Incentive Program Analysis and Management:
• Analyze and report on the profitability of activity generated by those earning rewards from the program.

• Identify program weaknesses and propose solutions for resolution of those issues.

• Manage, track and report on the activity within the program (those who have earned rewards, those in qualification, those still eligible at each level, etc.).

Promotions Analysis and Management:
• Analyze and report on the activity generated through the program and the profitability of that activity.

• Manage and administer the implementation of periodic promotions including coordination of IT,
communication, financial review and operational logistics.

• Analyze and report on the activity generated through the program and the profitability of that activity.

Management of New Member Join Kits:

• Analyze the usage impact and effectiveness of various kit components to improve the ability of newly joined members/distributors to understand and engage more quickly in business generating activities.

• Analyze new kit proposals for financial viability and for fit within an understandable and effective duplication model.

POSITION REQUIREMENTS

• Bachelors Degree in Business, Economics or Finance -- MBA Strongly preferred.
• 6+ years progressive business experience with business analysis or sales support focus.
• Superior analytical skills utilizing advanced Excel, Access, Visual Basic tools or similar
• Experience with Data Warehouse data mining and large data set manipulation using Hyperion/Brio,
PivotLink, SQL tools or similar.
• Proven project management ability taking projects from concept through approval, implementation and
reporting of results.
• This position requires the ability to be cognizant and communicative of the potential cross functional "ripple
effect" of decisions.
• Results orientation demonstrating the ability to bring projects to successful conclusion.
• Former Direct Selling industry experience is a plus.
• Ability to work independently.
• Ability to work well under pressure.
• Ability to work well with others.

Please apply to:

http://tbe.taleo.net/NA2/ats/careers/jobSearch.jsp?org=SHAKLEE&cws=1

Shaklee Corporation is an EOE / Shaklee Corporation supports a smoke free workplace.

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Financial Analyst (berkeley)

16 May 2012 at 11:43am

Financial Analyst 3
UC Berkeley - Main Campus

The College of Engineering at UC Berkeley is recognized for its educational and research excellence, consistently ranking among the top three Engineering colleges in the United States. With more than 228 regular faculty members, and over 1600 graduate and 2800 undergraduate students located in seven academic departments, Engineering is the second largest college on the Berkeley campus. A multiunit Dean’s Office provides administrative, IT, student services, development, and capital projects services.

The Financial Analyst 3 reports to the Director of Budget and Planning. The position supports developing, interpreting and implementing financial concepts for financial planning, analysis, and control of the College of Engineering’s organizational budget. Responsibilities include: creating and executing large-scale queries in response to internal and external surveys for the College; performing accounting functions such as reconciling financial information to reflect the condition of the organization and, allocating commitment funding; and, providing financial and other statistical data to control operations. In addition to the preparation of financial reports to meet internal and external reporting requirements, this position may be involved in the analysis and preparation of recommendations for strategic plans, including annual resource allocations, future program requirements, and operating forecasts

Responsibilities:

(*Asterisk denotes essential job functions)

Assists in data collection for complex large-scale college surveys such as U.S. News, ASEE Engineering Workforce Development and other surveys as needed. Involves creating and executing large-scale queries of campus data bases, updating supporting information about the campus and College, documenting the work all with a high level of attention to detail. (*30%)
Prepares journal entries, maintains and reconciles ledger accounts, provides records of assets, liabilities, and other financial transactions, balances books periodically, and prepares financial statements, reconciling campus accounting reports to College’s activity (*25%) Applies professional concepts to perform moderate to complex analysis to understand past financial performance and determine present and future performance and/or resource allocations.
Gathers, analyzes, prepares and summarizes recommendations for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, et cetera (*15%)
Manages and coordinates set up and distribution of gift and endowment funds according to terms of fund. Oversees accounts receivable and accounts payable functions for high-fee degree programs (*15%)
Provides support to operational personnel responsible for financial services in the College (*10%)
Participates in Staff Development. Work on special programs as assigned. Attend classes which will enhance expertise in job areas. Serve on departmental and campus-wide committees as appropriate. Participates in activities that enhance the campus community and/or larger community to further University service. (*5%)

Qualifications:

Extensive experience in independently gathering, organizing, and performing financial and accounting related analysis assignments.
Demonstrated experience in creating and managing large-scale database queries
Ability to present information in a clear and concise manner both in writing and verbally.
Must be proficient in use of Microsoft Office and common desktop/web applications.
Thorough knowledge of financial transactions and financial systems, as well as related policy, accounting and regulatory compliance requirements.
Must be comfortable working in a team or group setting
Structured in approach with ability to plan work and prioritize effectively.
Strong problem-solving and analytical skills, attention to detail.
Strong customer service skills.
Proficiency in BFS and BAIRS preferred.
Experience and training equivalent to a Bachelor’s degree in accounting or related field, with 5+ years of working experience in accounting/financial analysis
MBA or CPA preferred

Salary: Commensurate with experience. (Grade 22: $57,000.00 - $79, 800.00 (mid-point)). For information on the comprehensive benefits package offered by the University visit:
http://atyourservice.ucop.edu/forms_pubs/misc/benefits_of_belonging.pdf

First Review Date: May 24, 2012

To Apply: Please submit your cover letter and resume as a single attachment when applying through jobs.berkeley.edu click on ‘Job Listings’ followed by ‘External Applicants’, and then search for job number 13931

Additional Information: This position has been designated as sensitive and may require a Criminal Background Check. We reserve the right to make employment contingent upon successful completion of a Criminal Background Check.

The University of California, Berkeley is one of the world's leading universities in research, teaching, and public service. The campus employs 2,028 faculty and over 14,000 staff in more than 130 academic departments and interdepartmental groups, libraries, museums and more than 65 interdisciplinary research units contribute to this dynamic and vital research and teaching environment.

The University of California, Berkeley is an Equal Opportunity Employer. We offer a diverse working environment, competitive salaries, and comprehensive benefits.

Copyright ©2012 Jobelephant.com Inc. All rights reserved.
Posted by the FREE value-added recruitment advertising agency

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Financial Planning and Analyst (san mateo)

16 May 2012 at 10:52am
ABOUT FREEWHEEL
FreeWheelgives the largest producers and distributors of entertainment content the infrastructure they need to manage the end-to-end economics of their professional content in the new media landscape. Founded and led by a team of executives from the world's leading technology companies, FreeWheel's solutions have already armedcompanies like ESPN, FOX, Turner, VEVO, and others with the technology and services they need to run profitable, scaled content businesses. We were founded in 2007 and we're privately-held with offices in Silicon Valley, New York, London, and Beijing. We are well-funded by Steamboat Ventures, Turner Broadcasting System, Battery Ventures, and Foundation Capital.

ABOUT THE OPPORTUNITY
This is a full time position responsible for helping the Director of Finance in developing and driving the company's financial analysis of current operations and financial metrics to determine best practices throughout the organization. Reporting directly to the Director of Finance, this individual will help guide the company's overall business plans, budgeting and planning process and work to ensure successful execution against those plans. This role will work closely with Finance and other operating groups to monitor, measure and report on the success against plan.

Areas of Responsibility
• Develop and manage the annual budget and planning process, working closely with department managers.
• Design, develop and manage regular reporting and analysis of financial/operating performance for internal management team and board, including analysis of operating results against budget, strategic plan, and appropriate forecasts.
• Help develop short- and long-term action plans for operational efficiency, including revenue enhancement or cost savings opportunities.
• Assist in analyzing and setting pricing, cost structures and profitability models

ABOUT YOU
• You have solid communication skills -- this position will require significant amount of interaction/coordination with others in the company.
• You have solid financial and analytical skills. This is not an accounting position, but a financial analysis position which requires creativity, problem identification/solving, and independent work. This is not a position where requirements or solutions are clearly defined; we'll be depending on you to figure it out.
• You are great with excel and can make spread sheets sing
• You have an understanding (preferably some experience) of online advertising or Internet technologies/companies.

In this position your core intelligence, communication skills, willingness to learn, and ability to follow through on everything are essential. We place the highest value on smarts, drive to achieve, optimism, and passion.

REPORTS TO: Director of Finance

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Research Analyst (mountain view)

15 May 2012 at 3:05pm
RESEARCH ANALYST -- BECOME AN INDUSTRY EXPERT!

Do you have a need to get to the bottom of things? Enjoy becoming an expert whose opinions are highly sought after? Want to work with sharp people from some of the world's top schools?

If so, we have a unique opportunity for an outstanding analyst and writer to step in and make an immediate impact on a dynamic industry. You will join a group of dedicated business professionals who together constitute the premier source of research, information and analysis on the booming contingent and temporary help workforce. In the role of research analyst, you will conduct a wide variety of analyses and write research reports and articles to help top executives make better business decisions.

To apply for this position, please fill out this questionnaire: http://www.zoomerang.com/Survey/WEB22FLBJWW7TE/

ABOUT THE COMPANY

Staffing Industry Analysts is the global advisor on contingent work. Known for its independent and objective insights, the company's proprietary research, award-winning content, data, support tools, publications and executive conferences provide a competitive edge to decision makers who supply and buy temporary staffing. In addition to temporary staffing, Staffing Industry Analysts also covers related staffing service sectors. Founded in 1989 and acquired by Crain Communications Inc in 2008, the company is headquartered in Mountain View, California, with offices in London, England.

ABOUT THE POSITION

The Research Analyst will be accountable for executing research projects, performing analyses, writing reports and providing analytic support to customers. Compensation will be competitive. Responsibilities include:

• Developing unsurpassed expertise in assigned areas of the staffing industry and producing periodic comprehensive reports that communicate key business intelligence and analysis in clear and precise language supported by relevant charts, graphs and tables as well as originating and verifying supporting data from primary and secondary sources.

• Researching and writing frequent thought-provoking analyses on current staffing industry events and trends. This includes conducting financial analysis of staffing industry company results, collecting and analyzing government data as well as conducting internet-based research to produce unique content of practical value to our customers.

• Participating in data collection via surveys and manipulation of publicly available data, in support of group projects.

• Developing additional technical expertise as required, possibly including mastery of software and/or staffing industry business practices, quickly and with a minimum of assistance.

• Working closely with coworkers to develop extensions of current research product offerings as well as assisting in the development and planning for new research related offerings. Providing thought leadership on the use of research and analysis for current and future products to deliver to Staffing Industry Analysts' customers.

• Building general expertise in staffing and contingent work through monitoring of relevant news, research studies and industry developments.

• Attending and participating in conferences as a member of Staffing Industry Analysts research team and assisting as needed with any or all conference planning activities, including speaker recruitment and support work related to the development and construction of speaker presentations.

QUALIFICATIONS

The ideal candidate will demonstrate the following qualifications:

• Research Skills -- You have extensive experience in financial and statistical analysis for business, including analysis of quarterly and annual financial reports. Your general analytical and mathematical problem-solving skills are excellent. You are highly adept at data manipulation through Microsoft Excel.

• Writing Experience -- You are an excellent writer and have business writing experience, including writing research reports and articles for an executive level business audience. Business journalism experience is a plus.

• Communication Skills - You are comfortable interacting with CEO's and top executives of business organizations to learn and understand their agenda and determine what research will be of most use to them in solving business problems. You are able to communicate the results of your research both in writing and orally to business executives in a succinct and compelling manner.

• Visualization of data -- You have excellent judgment about when to use various chart types, tables and diagrams and are highly skilled in using Microsoft Excel and/or other software to create such graphics to communicate key research findings. You have a keen eye for visual detail. Your final work product has a finished look.

• Flexibility -- What you don't already know, you are eager to learn. You enjoy challenges. You are not intimidated by software related to research and can pick up new skills as needed.

• Intelligence -- You can investigate and answer unfamiliar questions through original and creative analyses that generate perceptive value-added insight.

• Business Experience -- You've spent two or more years working in positions conducting significant quantitative and qualitative business research and analysis.

• Vision -- You can see both the forest and the trees and can master the details that need to be delivered on in the short term while keeping the big picture in mind and focusing on the most critical elements for long-term success.

• Execution Oriented -- You get the right stuff done day-in and day-out. You meet every deadline. You've achieved significant results fast, and you can prove it with hard facts from previous jobs.

• People want to work with you again. They respect you, they trust you and they learn from you. Everyone knows that you're a problem solver. Challenges get met when you're around. You're comfortable working in a flexible team environment and are eager to lend a hand as needed. You own up to mistakes quickly. You pull your own weight and you do it with a smile.

A major plus would be experience in or with one or more of the following:
• The staffing industry
• Contingent staffing/workforce/HR/labor issues
• Procurement issues
• An analyst firm (e.g. Gartner, Corporate Executive Board, IDC, Forrester, etc.)
• A large management consulting firm (e.g. McKinsey, Bain, BCG, etc.)

To apply for this position, please fill out this questionnaire: http://www.zoomerang.com/Survey/WEB22FLBJWW7TE/

Compensation: Competitive
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Senior Accountant & Senior Payroll Analyst (foster city)

15 May 2012 at 1:15pm
SENIOR ACCOUNTANT

• Corporate Headquarter General Ledger and monthly close: Responsible for maintaining the Corporate HQ entities general ledger (GL) including but not limited to the following activities -- Post GL entries, Bank reconciliations, accruals accounting, All Debt related cycles, Restructuring and severance programs. Prepare and maintain relevant supporting documentation. Prepare accounts analysis binder on a monthly basis.

• Corporate Departmental expenses: Liaison with the Corporate HQ department heads to ensure proper accounting for their departments' activities. Provide them with guidance on accounting policies and procedures, chart of account coding information, reports and expenditure details. Facilitate the collection and report the monthly forecast and annual budget departmental expenditure. Prepare relevant variance analysis.

• Forecasting and Annual Budgeting: Responsible for preparation and submission of the monthly rolling forecast and the annual budget for the Corporate HQ entities. Prepare and maintain a detailed calculation schedules to forecast every Balance Sheet and Income Statement account. Partner with the departments' heads to achieve timely and accurate monthly forecast. Prepare variance (bridge) analysis for both the Income Statement and Free Cash Flow

• Interaction with External Auditors: Partner with the Company's external auditors to assist them with their tasks. Provide them with answers to questions, documentation, schedules and analysis in areas of responsibility.

• Liaison with Corporate Controller's Organization, Global Finance Community: Work closely with all members to execute efficient and effective monthly, quarterly, and year-end close processes.

• Special Projects / Ad-hoc Support / Analysis: Participate and support the finance organization in special projects that are being launched from time to time.
Requirements • 4 + years of finance and accounting experience
• Must have experience with Financial Reporting Systems (Preferably Hyperion and Oracle)
• Must have experience with Budgeting and Forecasting
• Must have experience with Financial and Operational Analysis
• Must have experience with management reporting and financial analysis at Corporate, Group or Divisional level
• Must have demonstrated experience proactively identifying and analyzing problems, generating alternative solutions, and making decisions on choices with minimal or no supervision.
• Must be able to work in a team environment, determine priorities and assume initiative.
• Must be flexible and able to work in a fast paced environment handling multiple and changing priorities.
• Must exhibit effective interpersonal skills with an emphasis on customer service
• Must be detail-oriented.
• Must have strong verbal and written communication skills
• Must be proficient in Microsoft Office (Word,PowerPoint, Outlook and Sharepoint)
• Must be an advanced user of Excel
• Big 4 public accounting experience a plus
• Undergraduate Degree in Finance / Accounting, CPA (preferred)

SENIOR PAYROLL ANALYST:

Under general supervision, perform the entire start-to-finish processing of semi-monthly payroll using the ADP payroll system, ensuring that payroll operations are completed timely, accurately, and in compliance with federal and state labor and tax laws. Maintain a selection of general ledger accounts, performing reconciliations, journal entries, and account analyses.

Essential Duties:

• Check and audit semi-monthly timekeeping records and adjustments, process the related data files interfacing with the payroll system.
• Process and review semi-monthly payroll, validating data for accuracy and for compliance with federal and state tax and labor laws.
• Administer all applicable voluntary and involuntary deductions such as health& dental, retirement plans, transportation benefits, FSAs, garnishments, etc.
• Process and review semi-monthly retirement plan transmissions and reports.
• Create new employee records in the payroll system and update existing records to maintain accuracy of all fields, including tax and benefits withholdings, direct deposit information, etc.
• Prepare salary and benefit allocations and ensure timely posting to general ledger accounts.
• Perform account reconciliations, journal entries and support schedules, and analysis for payroll-related accounts.
• Prepare accruals and preliminary close of payroll on a monthly basis.
• Manage year-end processing, including W2s.
• Assist in the preparation of payroll reports and analyses for directors and senior management.
• Assist with quarterly and annual report verifications, including tax filings.
• Assist in the completion of annual workers comp audit.
• Maintain payroll and related records ensuring confidentiality of information.
• Proactively identify and recommend process improvements to maximize efficiency.
• Ensure adherence to financial controls and policies.
• Other duties as assigned.
• Serve as an engaged and involved team member, supportive of the varied experiences, and perspectives of internal and external colleagues.
• Support and actively build an office culture dedicated to superior customer service that exceeds member expectations.
• Work within the team and among teams to ensure that decisions are made to further the organization's goals.

QUALIFICATIONS: Detailed knowledge of ADP payroll and time-keeping products. Advanced use of Microsoft Excel, including pivot tables. Demonstrated knowledge of federal and state guidelines related to payroll and taxes for both employers and employees. Good understanding of US GAAP. Ability to demonstrate and maintain confidentiality.

EDUCATION and/or EXPERIENCE: Bachelor's degree (B.A. /B.S.) in accounting, business administration, or related field. Minimum five years' experience in a payroll function supporting at least 500 employees. Experience with ADP payroll and time-keeping solutions. Advanced education and /or CPP license a plus.

LANGUAGE SKILLS: Ability to communicate professionally and effectively in person, on the phone, electronically or through other means to individuals and groups. Ability to read, analyze, and interpret general business periodicals, journals, technical procedures, or governmental regulations.

Compensation: open depending on experience
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Financial Analyst- WW Channels (san jose north)

15 May 2012 at 12:54pm
Role: Financial Analyst- WW Channels
Location: San Francisco Bay Area
Time Commitment: Full time
Compensation: Salary, Benefits, Paid Time Off
Start date: Immediately

Position Overview: Channel Impact is seeking an experienced financial analyst to support our client's World Wide Channel Sales organization.

This is a W2 opportunity with Channel Impact.

Responsibilities include, but are not limited to:

• Own relationships with client's service bureau for reporting
• Own Access database responsibilities
• Document unique partner led definitions
• Manage route to market confirmation and governance
• Provide validation as needed with IG360, other channel reporting systems
• Server Maintenance
• Help build out reports for named performance metrics
• Maintain Phelp Plus reports
• Build out Named Discount Package
• Create training templates for team to pull bookings, discount, etc
• Documentation of Cube maintenance, etc.
• Maintain Phelp Plus definition in cube
• Commercial Support
• Drive Efficiencies in reporting process

Skill Sets:

- 5-10 years of financial analyst experience
- Advanced Excel skills
- Excellent analytical skills (advanced level Excel user: Macros, Pivot tables, etc)
- Solid experience using Business Objects and MS Access
- Good bookings experience
- Strong understanding of PowerPoint , including finding relevant imagery to tell a story within PowerPoint.
- Masters or MBA with a concentration in Finance or Economics
- Past experience working in the channel for a high tech company is a plus

Apply online at http://jobs.channel-impact.com. No phone calls, please.

Compensation: Salary, Benefits, Paid Time Off
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Senior Financial Analyst (financial district)

15 May 2012 at 12:03pm
Mindjet has long been known as the global standard for visual mapping of ideas and information, and now provides collaborative work management solutions that dramatically improve how people can work better together. Two million individuals, small businesses and Fortune 1000® companies around the world use Mindjet to capture ideas and information, store and organize it, create work plans, and then track the execution of those plans.

In addition to assisting business leaders throughout the company with all finance-related matters, the Financial Planning & Analysis (FP&A) organization is also consistently looked upon to provide analytical perspectives to important strategic decisions. Our mandate is to design, implement and manage the processes that support business needs. This includes developing financial forecasts and analyses, generating internal management reports, monitoring key performance indicators and driving the scaling and automation of financial processes. We also provide decision support and conduct financial reviews of a wide range of business issues from deal analysis to data center rollouts.

As a Financial Analyst with Mindjet's Corporate FP&A group, you will keep our senior management team well-informed about near- and long-term financial trajectories. You are a well-rounded performer who thrives in a fast-paced, demanding environment. You will deliver insightful analysis while working closely with other Finance teams to capture relevant changes in business performance. You will have well- established financial modeling skills, a firm understanding of finance and accounting concepts and superb analytical abilities.

Responsibilities:
• Assemble profitability and financial risk analyses with both a near-term and long-term focus.
• Provide strategic recommendations to senior management in order to increase Mindjet's profitability.
• Research and evaluate major business processes to improve operational effectiveness. Develop best practices to streamline and increase business efficiency.
• Ensure reliability and integrity of financial information.
• Preparation, maintenance of data, models and schedules relating to the planning cycle as it pertains to volume and spend forecasts
• Provide monthly expense forecasts, variance analysis, and recommend appropriate courses of action.
• Work closely with other Finance teams to capture relevant changes in financial trajectories and consolidate for senior management.
• Assist in preparing monthly, quarterly and annual reporting packages.
• Perform other ad hoc analysis on business development opportunities.

Requirements:
• Bachelor's degree in Finance/Economics preferred with strong academic record.
• Between 4 to 5 years of experience in financial analysis and forecasting.
• Team-player who can listen and communicate effectively.
• Extensive knowledge of Excel and PowerPoint; experience with Oracle and NetSuite a plus.
• Exceptional analytical and modeling skills.
• Very detail-oriented and well organized
• Ability to thrive under pressure and deliver insightful analysis under tight deadlines.

About Mindjet

Mindjet sets the standard in collaborative work management, with the first platform designed to help organizations visualize plans and then accelerate their implementation for transparent workflow and maximized productivity.

More than two million individuals, thousands of small businesses, and 83% of Fortune 100 companies use Mindjet to generate ideas, organize information, store and share data, and manage workflow, maximizing the power of collaboration.

Mindjet is headquartered in San Francisco and has offices throughout the U.S., Europe and Asia. Mindjet is an Equal Employment Opportunity Employer.

PLEASE APPLY AT : http://www.mindjet.com/about/careers/?ID=LB120746515

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Sr. Financial Analyst (foster city)

14 May 2012 at 3:02pm
Financial Analyst/Sr. Financial Analyst

All Covered is a division of Konica Minolta Business Solutions USA Inc, providing I.T. services nationwide.

This position is part of All Covered's FP&A team, the primarily responsibility is to provide support in financial planning & analysis activities.

Job Functions:

Prepare weekly and monthly financial and metric reports
Provide KPI reporting support to business units
Perform data gathering and reconciliation projects
Perform variance and trending analysis
Assist P&L owners in researching P&L items, variance analysis and forecasting activities
Assist in acquisition performance analysis and other special project as needed

Qualifications:

3+ years of related job experience with a focus in FP&A or quantitative analysis
BA/BS in Finance/Accounting/Economics or related field
Strong analytical aptitude and attention to details
Intermediate to advanced Excel skills, including financial modeling, pivot table and look-ups
Ability to multitask and meet deadlines

The successful candidate will be someone who is not only good with numbers but also has a strong analytical aptitude to make sense of the numbers. A quick learner who takes pride in his/her works and is motivated for career advancement.

Report to:

Director of Financial Planning & Analysis

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Sr. Research Analyst (Newark)

14 May 2012 at 12:30pm
Connect with a business that connects. . .

Logitech is a world leader in products that connect people to their digital experiences. With a broad portfolio of interface devices, Logitech's leadership in innovation encompasses a wide variety of corded and cordless personal peripherals. With special emphasis on products for PC navigation, gaming, Internet communications, digital music and home-entertainment control, Logitech is at the forefront of design and is creatively driving a richer experience for digital interactions.

Do you possess the unique ability to not only mine data but to be able to effectively communicate your findings into everyday terminology and via Power Point presentations? If so Logitech has fantastic opportunity for you! We are searching for a Sr. Research Analyst for our Newark, CA location.

We have a brand new opportunity for a Finance/Research WIZARD to research, trending, determine cost of quality, return on investment and data to determine where the variances lie. The right individual for this role will have the ability to work cross functionally and effectively communicate with both internal and external partners. This is an excellent opportunity for individuals that are interested in finding, developing and analyzing data models that have meaning to the business process. Candidates must have Advanced level skills in Oracle and Excel.

We prefer a candidate with a Bachelor's degree (emphasis on Analytics), plus 3 to 5 years of experience in either Business Intelligence or Financial Research Analysis.

Location: Newark
Compensation: Annual
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Google Mountain View Finance Opportunities (mountain view)

14 May 2012 at 10:48am

Google Mountain View Finance Opportunities

Our global headquarters in Mountain View, fondly named the Googleplex, is a long way from our humble beginnings in a small garage in Menlo Park, CA. With Googlers hailing from every part of the globe, our campus in Mountain View is a diverse, creative and curious community. All of our key business operations are represented at the Googleplex, including product, sales, marketing, finance, legal, corporate communications and human resources. This is where we developed our passion and commitment to the company's mission, core values and corporate culture.

Over the years Google has expanded to more than 40 offices worldwide, but our Mountain View campus continues to serve as our largest engineering and research and development center. As in every Google office, high value is placed on an interactive, team-oriented, accessible and open environment in which we share a commitment to do the right thing for users, clients and employees. Learning and growing is also a staple of the Mountain View culture; Googlers have a chance to hear from some of today's most prominent thinkers, academics, artists, executives and politicians on campus as part of the Speakers@Google series.

The name Google came from "googol," a mathematical term for the number 1 followed by 100 zeros. And nobody at Google loves big numbers like the Finance team. Whether designing processes to support our global businesses, providing forward-thinking analysis or managing our day-to-day balance sheets, our seasoned accounting and finance pros create innovative solutions to a googol of challenges and keep our business on track.

See all of our open Finance positions at Google Mountain View!

Featured Positions

Financial Analyst, Mergers and Acquisitions - Mountain View

As a Finance Analyst for Mergers and Acquisitions, you will support the financial due diligence and accounting efforts as well as assist with the integration for our acquisitions and strategic investments. Qualifications include:

Minimum Qualifications:

Bachelor's Degree (In lieu of degree, 5 years relevant work experience).
5 years work experience in public accounting and/or private industry.

Preferred Qualifications:

6 years of professional consulting experience.
Experience with Mergers & Acquisitions and Strategic Investments.
Strong computer skills, including proficiency in Excel, PowerPoint and Oracle 11i.
Ability to plan, execute and deliver on projects in a timely manner and to multi-task on varying projects and initiatives.
Excellent planning, analytical, interpersonal and communication skills.
Detail-oriented, organized and thorough with desire for continuous improvements.

Capital Markets Analyst, Foreign Exchange - Mountain View

Google's Foreign Exchange team is a world-class finance organization tasked with developing innovative solutions to manage Google's worldwide currency risk. As a Capital Markets Analyst, you will work with cross-functional teams to support Google's growing hedge programs and have a significant impact on the company's financial performance. As a key contributor in a dynamic work environment you will have significant responsibility as well as considerable opportunity to add innovative ideas to an evolving Finance organization. Qualifications include:

Minimum Qualifications:

Bachelor's degree (In lieu of degree, 4 years relevant work experience)
1 year of relevant work experience from a leading investment bank, corporate finance or consulting team

Preferred Qualifications:

Bachelor's degree with a concentration in Finance, Math or related quantitative field
Exceptionally organized and detail oriented with the ability to multitask in a fast-paced dynamic environment
Superior analytical and problem solving skills with a penchant for creative and innovative solutions
Highly effective interpersonal, written and oral communication skills

SEC Reporting and Technical Accounting Analyst - Mountain View

As Google drives toward audacious goals, we rely on our SEC Reporting and Technical Accounting team to know exactly what that growth looks like. Each month, quarter and year end, the team prepares the release of Google's financial statements to the Securities and Exchange Commission (SEC) and the public. Through your relationships with various internal sources, you efficiently gather financial information and oversee the process of preparing, reviewing, submitting and distributing the financial reports. But this role calls for more than just knowing the books -- you also provide equity and treasury research and analysis and review necessary statutory reports. You give expert advice to senior management on U.S. GAAP and SEC filings, and work closely with the Investor Relations team on sales and earnings press releases and reports that reach securities analysts, investors and industry groups globally. Qualifications Include:

Minimum Qualifications:

Bachelor's degree in Finance, Accounting or Business or related field. In lieu of degree, 5 years relevant work experience.
CPA/CA.

Preferred Qualifications:

Recent audit experience within professional consulting and/or public multinational companies.
Ability to work independently and within a team environment, and to make well-reasoned and timely decisions.
Outstanding project management skills to establish and meet deadlines.
Excellent oral and written communication and analytical skills.
Excellent interpersonal skills, attention to detail, organized and thorough with the desire for continuous improvement
Excellent understanding of GAAP accounting principles, especially in stock-based compensation (ASC718) and EPS (ASC260)] with a strong knowledge of SEC reporting regulations; understanding of Oracle systems or other large ERP systems.

See all of our open Finance positions at Google Mountain View!

Compensation: DOE
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Financial Analyst (fremont / union city / newark)

14 May 2012 at 10:39am
Fremont-based firm seeks a Financial Analyst to join a small, close-knit team of professionals!

What we're looking for:

You have a degree in Finance/Accounting

You have 5+ yrs of hands-on corporate accounting experience (prefer blend of G/L accounting & analysis)

You are a natural communicator, and can partner easily with non-finance people

You can make our accounting and analytics software dance

What you'll get to do:

Analyze customer profitability, including identification & implementation of best practices regarding allocation of transactional costs

Work with company and customer personnel to drive these profit improvements

Perform in-depth analysis of revenue, margin, profitability, and inventory reporting

Work closely with the Controller in developing pricing policies and rebate program

Back up G/L accounting team (Accountant & Controller)

This is an immediate, direct-hire opportunity with a starting base salary of approx. $80K!
If you meet the above requirements and are ready to make an immediate impact on the profitability of a local firm, we want to talk with you!
Please respond with a current copy of your resume (demonstrating that you meet the above requirements), along with best means of contacting you. Thanks for your interest in this opportunity!

Compensation: approx. $80K
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YouTube Finance Opportunities (san bruno)

14 May 2012 at 10:15am

YouTube Finance Opportunities

YouTube is an extremely team-oriented, creative workplace where every single employee has a voice in the choices we make and the features we implement. We work together in small teams to design, develop, and roll out key features and products in very short time frames. Which means something you write today could be seen by millions of viewers tomorrow. And even though we're a part of Google and enjoy all of the corporate perks, it still feels like you're working at a startup.

See all of our open Finance positions at YouTube in San Bruno, CA!

Featured Positions

Finance Director, YouTube - San Bruno

Financial Analysts ensure that Google makes sound financial decisions. Our team of Financial Analysts foster the financial health of our organization by partnering closely with our various functions, tracking performance metrics and creating financial models. Our Financial Analysts are up to date with the latest economic trends and apply knowledge around rates of return, depreciations, working capital requirements and investment performance to the projects at hand. As a Financial Analyst, you are called upon to build complex scenarios analyses that serve as the basis for recommendations that leaders of the business draw from to make critical strategic decisions. A master juggler working on multiple projects at a time, you maintain a consistently high level of attention to detail while finding creative ways to tackle financial challenges. Qualifications include:

Minimum Qualifications:

BA/BS degree. In lieu of education, 4 years of relevant experiences.
10 years of experience in financial planning, budgeting and forecasting experience.

Preferred Qualifications:

MBA.
Experience in the software, internet, or media industries.
Demonstrated job stability with increasing levels of responsibility and a track record of successfully managing and mentoring teams.
Strong financial systems and business application skills.
Excellent business partnering, influencing and presentation skills.
Organized, strategically focused, detail oriented, and ability to effortlessly multi-task in a fast-paced, constantly evolving environment.

See all of our open Finance positions at YouTube in San Bruno, CA!

Compensation: DOE
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Investment Research / Writing Intern (lafayette / orinda / moraga)

13 May 2012 at 10:39am

We are seeking a proactive, detailed-oriented individual with interest in both investment research and writing/editing for publication. While gaining experience in writing/editing for our traditional and web publishing businesses, the intern will also have the opportunity to learn firsthand about our research and investment process.

This is a part-time position, ideal for a graduate student or upperclassman with a passion for the investment business. Preference will be given to candidates with prior investment experience. The minimum time commitment will be for 12 months.

Take notes from fund manager conference calls
Summarize and convert calls into research blog postings
Edit/proof all publishing content
Post content to content management system (CMS)
Maintain library of archived content records in CMS
Update website Google Analytics metrics
Update email traffic metrics
Other responsibilities depending on performance / interest

Learn more about us at www.litmangregory.com.

To apply, send resume, cover letter and compensation history.

About us
Litman Gregory Asset Management was founded in 1987 with the mission to provide excellence in investment management based upon a foundation of rigorous research, discipline, and personal service. Since its founding, the company has earned a national reputation as a leader in mutual fund research, innovation, and personal service to clients. While providing Investment Management Services for high-net-worth individuals and nonprofits remains a core business for us, we also advise the LG Masterst Funds, provide Litman Gregory Managed Portfolios on turnkey asset management platforms, and publish investment research for other investment advisors and individuals through AdvisorIntelligence.com and the No-Load Fund Analyst newsletter, respectively. Each of our businesses is driven by the same independent, in-depth research.

Our strategy for the LG Masters Funds is to hire proven managers as sub-advisors for each fund and give them a mandate to invest in a focused portfolio of only their highest-conviction stocks at any point in time.

The Litman Gregory Managed Portfolios enable other financial advisors to efficiently implement client portfolios that harness Litman Gregory's expertise in research, tactical asset allocation, and manager selection, and that tap into the same investment decision making that we employ for our own client portfolios.

Through AdvisorIntelligence.com, we share our research, client communications, and practice management expertise with other advisors.

The No-Load Fund Analyst is one of the premier mutual fund newsletters in the country for individual investors and has garnered accolades in the industry press.

While we are proud of our achievements as a firm, we are most proud of the people we have working here. With a staff of over 50 people in two Bay Area offices, we strive for an atmosphere that is friendly, rewarding, and professional. Learn more about us at www.litmangregory.com. Learn about career opportunities at Litman Gregory.

Compensation: hourly
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Senior Financial Analyst at SanDisk (milpitas)

11 May 2012 at 3:54pm
***This role REQUIRES strong experience supporting an IT organization. Similar industry and company size preferred.***

For immediate and confidential consideration, please email your resume with "Financial Analyst - Req 9698" in the subject line.

In this position, the individual will be responsible for providing business partnering financial support to G&A functions (IT, Corporate Strategy) including: preparing, analyzing, and presenting expense, headcount, and capital budgets, preparing, researching, analyzing, reporting, and presenting actual results, and ad hoc analyses for decision support.

- Develops, interprets and implements financial concepts for financial planning and control

- Performs technical analysis to determine present and future financial performance

- Gathers, analyzes, prepares and summarizes recommendations for financial plans, trended future requirements and operating forecasts

- Performs economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements

Minimum qualifications:

- Financial Analyst experience supporting an IT group

- BS/BA degree or equivalent with 7 or more years of related experience

- Strong systems skills including Excel and a large ERP, preferably SAP and BPC

- Excellent communication (written and verbal) and interpersonal skills

- Proven ability to achieve results in a fast-moving, dynamic environment

- Self-motivated and self-directed with demonstrated ability to work well with people

- Proven desire to work as a team member

- Ability to troubleshoot and analyze complex problems

- Ability to multi-task and meet deadlines

Preferred qualifications:

- MBA

- Similar industry experience

Company Description
SanDisk Corporation is the global leader in flash memory cards - from research, manufacturing and product design to consumer branding and retail distribution. SanDisk's product portfolio includes flash memory cards for mobile phones, digital cameras and camcorders; digital audio/video players; USB flash drives for consumers and the enterprise; embedded memory for mobile devices; and solid state drives for computers. SanDisk is a Silicon Valley-based S&P 500 company, with more than half its sales outside the United States. SanDisk offers a highly competitive compensation packages and great benefits, which include Stock Options, ESPP, matched 401(k), comprehensive insurance and tuition reimbursement.

Compensation: Competitive base salary, target bonus, stock units
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Financial Advisor (financial district)

Compensation: competitive
Telecommuting is ok.
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Assistant to Financial Planner (larkspur)

15 May 2012 at 4:32pm
Are you looking for a challenging and rewarding position with long-term growth potential? Looking for a job where you can make an impact? Do you have a strong writing background, a talent for social media, and the desire to provide excellent customer service? Are you motivated to bring closure to projects?

If this sounds like you, please read on.

JLFranklin Wealth Planning is seeking a bright, energetic and organized individual with high standards of excellence to become an integral part of our office. If you think you can handle the varied roles of an integral member of our small office team, and if you can make a commitment of at least two years, we encourage you to apply.

JOB RESPONSIBILITIES
* Communicate with clients, brokerage firms, and other companies on behalf of the firm
* Organize and manage our customer relationship management (CRM) database
* Assist clients to set up new accounts and update existing accounts
* Draft and proofread letters to clients, prospects and business partners
* Manage email marketing blasts using Constant Contact
* Assist in execution of social media strategy, using Facebook, Twitter, and LinkedIn
* Track and maintain contact with prospects, including marketing material preparation follow-up actions and generation of analytical reports
* Create spreadsheets for clients
* Conduct research on the web
* General office management duties

REQUIRED QUALIFICATIONS
* Detail-oriented
* Bachelor's degree, preferably with an emphasis in Business, Marketing or Finance
* Computer-savvy; ability to quickly learn and adapt to new technology
* Thorough knowledge of Microsoft Word and PowerPoint
* Working knowledge of Excel
* Exceptional written and verbal communication skills
* Ability to work independently and receive direction well
* Demonstrated track record of taking full ownership of both large and small projects and seeing them through to a successful conclusion
* Organized, flexible, self--motivated, efficient, reliable, eager to learn
* At least two years financial services industry experience preferred but not required

COMPENSATION
We offer a performance-based bonus, personal time off, health insurance, 401(k) and profit sharing plan. Salary will be determined based on experience and qualifications. Flexible hours, casual jeans-days, and the ability to learn about your own personal financial situation are added benefits.

HOW TO APPLY
Please email a resume and a cover letter telling us about yourself. We prefer attachments to be sent in PDF format. Include "Assistant to Financial Planner" in the subject line of your email. We encourage you to visit www.JLFWealth.com before you apply to get an understanding of our firm. No phone calls, please.

We look forward to hearing from you!

Related Keywords: financial planning, financial services, writing, editing, customer relationship management, CRM, business development, biz dev, marketing, operations, customer service, client service, PortfolioCenter, Schwab, social media, Twitter, Facebook, YouTube, LinkedIn, Junxure

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Financial Planning Office Manager/Para Planner (danville / san ramon)

15 May 2012 at 1:50pm
Award-winning San Ramon financial planning firm in need of experienced financial services manager with superior administrative skills and a great work ethic. The ideal candidate for this role will have a strong attention to detail, can work independently, and can assist with various industry-specific tasks to help ensure our office runs efficiently. Our formula for success is to put our clients first.

Minimum Requirements:

• Five+ years office manager/administration experience
• Sees the value in creating and maintaining processes and systems
• Ability to learn to technology quickly
• Intermediate to advanced skills with MS Office Suite

This position requires that you possess the following skills:
• Strong organizational skills and attention to detail
• Demonstrate persistence to achieve quality
• Excellent communication skills -- both verbal and written with clients and advisors
• Self-directed initiative
• Process driven with strong follow-through

Responsibilities. Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
• Prioritize day to day tasks and issues
• Operate with a proactive approach when dealing with advisors and clients
• Complete & Process new client applications
• Keep database/CRM programs accurate and up to date
• Assist with responding to client inquires as needed
• Opening, closing & transferring of accounts
• Provide business submitted/issued report to Advisor
• Process transactions
• Follow-up on pending business with companies and clients
• Assist Advisor with pre-appointment preparation
• Gather account values and complete client review summary for upcoming appointments
• Assist Advisor in preparing analysis reports
• Coordinate reports for existing clients for reviews
• Assist in maintenance of compliance files for regulatory compliance issues

This position reports directly to the founder and CEO. To apply, please forward a cover letter describing your experience and interest in the position, and a copy of your resume by email to richarzaga@yahoo.com.

Cornerstone Wealth Management, Inc. (CWM) is a privately-owned, award-winning financial planning firm in San Ramon, CA. We offer a variety of financial planning services to business owners, real estate investors, and successful families. For more information, please visit www.cornerstonewmi.com.

Compensation: Competitive salary, retirement plan, medical and vacation benefits.
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Tax Associate - Wealth Management (financial district)

14 May 2012 at 3:21pm
Baker Street Advisors, LLC

Tax Associate Client Service

Baker Street Advisors, a private family wealth management firm, is looking for an experienced Client Service Tax
Associate. The primary role of a Tax Associate is to provide tax support to our client service team. Your resume
should showcase your academic and employment experience. Our ideal candidate has a strong academic
background with consistent work experience, strong organizational skills, and excellent communication skills.

Responsibilities
• Support client service team with:
o Provide quarterly and annual tax data to client CPAs
o Analysis and processing of tax documents
o Entry of tax data into Prosystems tax software
o Financial analysis
• Prepare simple individual tax returns
• Prepare quarterly tax projections for individuals using BNA Tax Planner
• Assist with client bill pay and bookkeeping
• Assist Administrative staff with tax return processing and related tasks

Requirements
• Bachelors degree required, CPA or CPA candidate preferred
• One year relevant industry experience, ideally with a family wealth management office or accounting firm
• Highly detail oriented
• Ability to handle several projects simultaneously
• Ability to be a self-starter, drive to results, be a team player, with a friendly and positive personality
• Top-notch, client focused, communication skills
• Proficiency in Excel, Word, Outlook and Acrobat
• Familiarity with QuickBooks, BNA Tax Planner and Prosystems tax software a plus

Please note
• Flex-time employee would be considered
• Will train the right candidate
• This position has opportunity for advancement

Compensation: Commensurate with experience.
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Financial Para-Planner $40k-50k/year (danville / san ramon)

11 May 2012 at 12:08pm
Job Title: Para-Planner
Status: Full-Time
Relevant Work Experience: 2+ years preferred
Job Category: Financial Services

Job Description

About us -
We are a fee-based financial planning practice located in San Ramon, CA. Our clients are among the Bay Area's most prestigious professionals and organizations. Our team is cohesive, collegial, fast paced and professional. Together, we provide our clients with an extraordinarily high level of service.

About you --
You are securities registered and insurance licensed (or willing to obtain these credentials). You are versed in the financial planning, implementation and services processes. You are vitally interested in financial planning detail and enjoy research and analysis. You are one of those special people, able to handle details and follow-through and make clients feel supported and appreciated.

Job responsibilities -
 Provide manufacturing support for financial plans and investment reviews
 Process insurance and investment applications and pro-actively respond to outstanding issues
 Make trades
 Provide investment and estate planning research and analysis
 Fulfill compliance requirements
 Manage "business in motion"
 Respond to client service requests
 Maintain reporting systems related to clients, assets and production
 Excel, Powerpoint and CRM system experience a plus

We offer -
A benefits package, a supportive and professional environment, a salary commensurate with your experience and a real opportunity for professional development.

To apply-
Email your resume, cover letter (we want to see your communication skills) and salary history. Equal Opportunity Employer

This financial planner is a registered representative of Lincoln Financial Advisors Corp.

Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through either Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp, a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.
CRN201003-2040256

Compensation: A benefits package and a salary commensurate with your experience
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Client Service and Operations Coordinator for Financial Planner (financial di...

10 May 2012 at 2:44pm
Position Purpose

To be a professional team member in the role of Client Service Manager assisting a high performing Financial Planning practice in managing and organizing office work flow at an expert level. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Key Traits of a Successful Client Service Manager
• Independent Problem Solver
• Direct attention to detail and organization
• Effective communication with clients and other advisors and staff
• Effective and efficient time management
• Polite and clear phone manner
• Ability to multi-task
• Positive attitude and sincere willingness to constantly learn and grow
• High level of proficiency with Microsoft office -- including excel, word, and power point

Key Responsibilities
• Manages and maintains client data base and oversees client service model implementation
• Manages calendar of the office
• Outbound Calls to Clients and Centers of Influence to set appointments
• Tracks referrals
• Performs and finalizes meeting prep and meeting follow up
• Organize and implement client and marketing events
• Submit weekly and monthly compliance requirements
• Track business results on weekly and annual basis
• Complete data entry for Financial Analysis
• Maintain client contact during the financial planning process
• Manage and resolve client service problems
• Filing, office organization, and miscellaneous administration

Starting base salary $36,000-$40,000/year (depending on experience), performance bonus based on results, and benefits included.

Instructions for applying for this position

Resumes will not be accepted without a cover letter that says why you would be a good fit for this position and the level of compensation you wish to receive. In your cover letter, please list your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions while helping us to get to know you. Note that you must follow the exact instructions outlined in this email or your resume will be rejected.
If you are chosen for an interview, a phone call will be scheduled for a phone interview on Saturday, 5/19 between 10 a.m. - 1:00p.m.

Compensation: Starting base salary $36,000-$40,000/year (depending on experience), bonus, full
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Entry Level Trader /Research Assistant/ Client Service Assoc./Planner (palo a...

8 May 2012 at 5:06pm
Opes Advisors, Inc., an independently owned Wealth Management and Mortgage Banking Firm is currently seeking an Entry Level Trader/Research Asisstant/Client Service Associate/Planner for their Palo Alto, CA location. This is a full time employment opportunity.

Job Summary This is an entry level position for an individual looking to join and grow with the wealth management division of a rapidly growing financial services company. This is an excellent opportunity for a CFP candidate In need of their 3 years of work experience, a recent college graduate seeking entry into the field, or a professional in the process of changing careers.

This hybrid position will provide experience in many of the operational and financial planning roles Inside of a planning centric RIA with a unique value proposition. Under supervision from our head trader, this Employee will be initially responsible for the trading and reallocating of client portfolio securities, assist in research of asset classes and investment managers, in the set-up and maintenance of client accounts; review and maintenance of clients transactions and activity; execution of client and firm tasks such as asset transfers, preparation of reports and general support of portfolio and investment allocation strategies.

This position requires analytic skills and interest, as well as personal connection with clients and team members.

Duties and Responsibilities

Trading and Research:
Maintain Total Rebalancing Expert (TRX) trading and rebalancing tool. Keep up with enhancements and new settings to improve functionality and speed of trading.
Monitor portfolios for allocation discrepancies and invest unneeded cash.
Trade securities as directed by the Portfolio Manager following all trading procedural compliance rules and guidelines.
Provide support to Portfolio Manager in researching securities to buy or sell for allocation model. Keep an updated list of all securities and mutual funds held in client portfolios.
Rebalance Client Group Portfolios when client assets are added or removed or with market fluctuations as directed by the Portfolio Manager.
Review, verify trades and document and resolve any trading errors.
Maintains Daily Trade Log which is reviewed and signed by Portfolio Manager. Scan log to server with secure password protection.
Data and performance reporting and analysis.
Daily Downloads and Reconciliation of security and cost basis data to Portfolio Center
Protect Clients' Restricted Securities and Cash in Distribution
Allocation Models: Integrate Cash Added, Cash withdrawn and Rebalance to maintain adherence to Allocation Models as needed.
Maintain portfolio models when tactical tilts are made.
Prepare monthly Client performance and flash performance reports. Identify clients with portfolio allocation issues.
Update and maintain excel attribution spreadsheet.
Paraplanner:
Assist planner in data entry, plan analysis, and, eventually attend meetings with advisors and their clients to assist in the planning function.
Assist developer in maintaining Opes Advantage proprietary lifestyle analysis software.

•Portfolio Administration:
When needed, assist in opening new accounts, verify the accuracy of new client account data, ensure client has online access, follows asset transfer and provides cost basis analyses to client for taxable accounts. Set up these new accounts in Portfolio Center and add to sets.
Assist in the preparation of Quarterly Reports which are posted to the client's Evault.
Stay current of Portfolio Center updates and tools by doing webcasts and/or tutorials provided by Schwab Institutional.

Qualifications and skill requirements
Education: Bachelor's Degree required.
Technological proficiency: Excel, Word, Powerpoint, Familiarity with PortfolioCenter, Junxure and Morningstar Principia a plus.
Job-based competencies: Excellent written and verbal skills

Personal characteristics & General Information
Will maintain a professional demeanor and contribute to a collaborative work climate.
Will strive for mastery over all the duties and responsibilities associated with responsibilities including technology and various tools.
Will seek to improve the methods, process, systems within the organization with eye toward delivering client value and company ROI.
Reports Daily to the Palo Alto office.

Salary and Benefits
Compensation for this position is $30,000/yr (DOE).
The firm currently offers a complete package of medical benefits and 401K plan.
- Compensation: $30,000/yr (DOE)
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Investment Banking Summer Internship (financial district)

18 May 2012 at 7:03pm
Are you passionate about Finance/Investment Banking? Are you a self-starter capable of taking responsibility for a special project? If so, we are offering a College/Grad Student a great Summer Internship. We are a boutique investment bank located in downtown San Francisco.

Description:
We are seeking a highly motivated and bright candidate with a strong academic background to assist us over the summer.

Responsibilities:
Your primary responsibility will be to roll up your sleeves and assist us in implementing a new cloud-based client management system to track and monitor all of our M&A and capital raising assignments and business development efforts. Unlike typical internships, this one will be highly visible and will require extensive and frequent direct interaction with the senior professionals at our company.

Required Skills:
This project will require strong Excel skills and exceptional attention to detail. Implementation of the software application will require a methodical approach to organize information from disparate sources, including spreadsheets, databases and other ad hoc sources. Excellent academic achievement (ideally including business/finance, software programing, and/or economics) is required, as are strong online research skills. Ability to analyze and distill information and relationships is important, as are great communication skills and an ability to learn quickly and collaborate in a team setting. The ideal candidate will think flexibly and be able to manage competing deadlines and priorities.

Depending on how much time you can commit, and how quickly you are able to make progress on the above project, you may also work on research and other projects in support of our investment banking business. These projects may include, among others, researching software and internet companies, assisting in the preparation of company presentations, organizing and reviewing due diligence material, reviewing product and marketing documents, and generally assisting in deal-related tasks.

In this internship, you'll see the behind-the-scenes working of a successful investment bank, you'll be responsible for implementing a cloud-based software application, and you'll gain software and internet industry research experience. The successful candidate will be capable of working independently and willing to work on aspects of the project that may be quite tedious at times.

Time Commitment:
This internship is unpaid and will require at least an 8-week commitment (but we are open to it lasting as much as 12 weeks), with a minimum of 20 hours of work per week (can be up to 40 hours if you are available). The internship is available only to currently enrolled college/grad students. Anticipated start date is on or around June 4th.

Benefits:
In return for your time and efforts, the benefits to the successful candidate will include, but are not limited to the following: a transportation stipend; a job reference letter from the Managing Partner; experience gained while working closely with a seasoned team of senior investment bankers; and networking opportunities.

To Apply:
Please send your resume and cover letter explaining why you want this opportunity and why you are the best candidate for this position, along with a chronological list of any relevant work/internship experience.

Compensation: This is an unpaid internship.
This is an internship job
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Staff Accountant (vallejo / benicia)

16 May 2012 at 5:18pm
Full Time Staff Accountant needed for a real estate development / investment company in Benicia, CA.:

Overview: Real estate/development experience preferred. Educational equivalent of bachelor's degree in accounting, finance, or economics. Minimum of two years work experience as a staff accountant. Moderate to advanced knowledge of QuickBooks required. Position open until filled.

Responsibilities of the position include the following:

• Administer payroll and update W2 withholding requirements as needed
• Quarterly and yearly reports -- DE6, 940, 941, etc.
• Maintain W2s and W9s
• 1099s
• Open/close bank accounts and maintenance of bank records
• Maintain banking signature cards
• Receipt, prepare deposits, and deposit checks to appropriate bank on a weekly basis or as needed
• Transfers between bank accounts as needed
• Wires as needed
• Amortization schedules
• Property tax payments and reconciliations
• NSFs, stop payments, cashier's checks
• Payroll deposits -- Monthly and quarterly
• Maintain financial records of the parent company and its affiliates using QuickBooks
• Monthly and yearly financial statements
• General reconciliations
• Prepare and maintain cash flow analysis
• Prepare and maintain profit and loss statements
• Maintain the financial electronic and print files of the companies in an orderly manner and in a system that is private, secure, and easy to retrieve
• Coordinate with CPA for preparation of annual tax reporting, audits, returns, K-1s, etc.
• Reconcile the bank accounts of all entities
• Prepare and track loan documents between entities when transfers of funds are required between affiliated companies
• Assist parent company with the preparation of investor reports and distribution of profits
• AR/AP of all companies -- Arrange pymt, reconcile invoices for accuracy, contact parties delinquent in their payment to all entities to request pymt, etc.
• Maintain balance sheet of the companies by listing assets and liabilities and the supporting documentation.
• Research and maintain compliance with governmental laws regarding the specific company and its employees.
• Cooperate with all internal/external audits of the corporate and financial records; including audits by the IRS, state tax franchises, court related requests, etc.
• Coordinating with team members, vendors, and service providers for the general day to day finances of the parent company and its affiliates.
• File informational reports for all companies as needed -- state no tax due reports, sales tax (if needed), etc.

To apply for this position:

Step 1: Email resume in pdf format.

Step 2: We will contact the qualified candidates for a phone interview.

Step 3: Finalists will be invited to an interview at our office in Benicia.

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Hedge Fund Summer Unpaid Analyst Internship (walnut creek)

14 May 2012 at 1:56pm
Baochuan Capital Management, LLC ("BaoCap") is an investment management firm dedicated to providing investors with intelligent strategies to gain exposure to the rapidly growing and increasingly important emerging market economies, including China. The Bay Area based Hedge Fund firm is seeking research interns (unpaid) to join the team. The ideal candidates will be focusing on the fund's China and emerging market investment strategies.

Job Description:
The candidates will work closely with the firm's senior investment professionals, and will be responsible for industry and equity researches.

Qualifications:
Candidates should be business, economics or MBA students. Candidates should have demonstrated interest in and/or knowledge of the asset management industry. The candidates should be able to work in a small, entrepreneurial firm environment, be a self-starter, and have excellent organization, communication and interpersonal skills, and possess strong writing and quantitative techniques.

Candidates must also possess the following:
• Strong accounting and finance skills
• Experience in the asset management, investment banking, or institutional brokerage industry a strong plus.
• An in-depth understanding about China and other emerging markets
• Strong communication skills and ability to communicate to the team verbally and in writing
• Hard-working, intellectually curious with a strong passion for the public markets
• Diligent, responsible, self --motivated
• CFA or CFA designation or work towards a CFA preferred
• Fluency in Mandarin is preferred but not required
• Self-starter and team player is a must

About Baocap: www.baocap.com

Compensation: Unpaid
This is an internship job
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Associate II (palo alto)

14 May 2012 at 9:55am
Job Description:
Associates assist in the underwriting of credits by spreading and analyzing financial statements. They prepare the underwriting documents for credit, facilitate the booking process, and assure credit files comply with SVB policies and procedures. Associates will work with Relationship Managers as well as contacting clients directly to resolve compliance related questions and inquiries. Associates handle a variety of credit documentation requirements in addition to reviewing noncompliance and past due status for assigned accounts. They will also review financial information, collateral and other assets to assess portfolio risk and profitability. Associates prepare bi-weekly cash reports and monthly covenant compliance reports for review by the lending team.

Skills & Requirements:
Associates must be able to work independently in addition to providing leadership to Credit Analysts and other junior team members. They must have excellent verbal, written, and interpersonal communication skills. Once on board, Associates must quickly gain a thorough knowledge of SVB's bank operations and products as they will be working with internal and external Commercial Banking clients on banking issues. Associates must also be able to demonstrate the ability to potentially cross-sell a broad range of products and services as this is required for career progression. Exposure to commercial lending or direct related experience is highly desirable. Associates should be skilled with working complex transactions and loan workouts. Associates should have a minimum of 4-7 years of commercial banking or related experience and a Bachelor's degree or equivalent education preferably in Finance, Accounting, or Economics.

About the Company:
For nearly three decades, SVB Financial Group and its subsidiaries, including Silicon Valley Bank, have been dedicated to helping entrepreneurs succeed. SVB Financial Group is a financial holding company that serves companies in the technology, life science, cleantech, venture capital, private equity and premium wine industries. Offering diversified financial services through Silicon Valley Bank, SVB Analytics, SVB Capital, and SVB Private Bank, SVB Financial Group provides clients with commercial, investment, international and private banking services. The company also offers funds management, broker-dealer transactions and asset management, as well as the added value of its knowledge and networks worldwide. Headquartered in Santa Clara, Calif., SVB Financial Group (Nasdaq: SIVB) operates through 26 offices in the U.S. and international operations in China, India, Israel and the United Kingdom. More information on the company can be found at www.svb.com.

SVB Financial Group is an equal opportunity employer.

Banking services are provided by Silicon Valley Bank, a member of the FDIC and the Federal Reserve System. SVB Private Bank is a division of Silicon Valley Bank. SVB Financial Group is also a member of the Federal Reserve System.

How to Apply:
Interested parties may apply online by visiting http://www.svb.com/careers/search/?fuseaction=mExternal.showJob&rid=1256

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Billing Specialist (san mateo)

14 May 2012 at 8:30am
FactSet Research Systems is a major supplier of online integrated financial and economic information to the investment management and banking industries. The company was formed in 1978 and now conducts operations from twenty-three locations worldwide. For analysts, portfolio managers, investment bankers and other financial professionals, FactSet is a comprehensive, one-stop source of financial information and analytics. FactSet combines more than 200 databases into a single online information system.

FactSet, with over $600 million in annual revenues, is headquartered in Norwalk, Connecticut and employs over 3,500 people worldwide. Our operations extend within North America as well as Europe and the Pacific Rim. Since 1996, the Company has been publicly traded on the New York Stock Exchange under the symbol FDS.

FactSet is currently seeking a Billing Specialist to join our finance department at our remote office in San Mateo, CA. This position requires a very high level of enthusiasm and a desire to work with others in reconciling issues such as data discrepancies. Working under daily deadlines is a key element to success and ensuring process quality.

This position reports directly to the Billing Operations Supervisor.

Responsibilities for this position include:
- Review and process Daily Subscription Orders.
- Communicate daily with Sales and Suppliers.
- Assist sales in resolving client access and billing issues.
- Assist with special projects.
- Various analysis of client accounts.

In addition, the candidate for this position should possess the following qualities:
- Strong oral and written communication skills
- Detailed oriented
- Data entry skills
- Ability to multi task and to reason beyond the scope of normal daily routine
- Familiarity with Microsoft Office applications
- BA or BS

FactSet Research Systems Inc. is an E-Verify participant and EOE/M/F/D/V Employer which strongly supports diversity in the workforce

Compensation: Competitive
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BECOME A MORGAN STANLEY SMITH BARNEY FINANCIAL ADVISOR (Cupertino) (cupertino)

11 May 2012 at 6:14pm
BECOME A MORGAN STANLEY SMITH BARNEY FINANCIAL ADVISOR

***Career Night on Thursday, May 17, from 4:30pm to 5:30pm

20400 Stevens Creek Blvd. Suite 350, Cupertino, CA 95014

We will answer your questions on becoming a Financial Advisor. Please RSVP by emailing the address above.

Morgan Stanley Smith Barney's Financial Advisor Associate Training Program offers a structured approach that helps prepare you to become a Morgan Stanley Smith Barney Financial Advisor. Our extensive curriculum provides you with the tools and strategies needed to build a client base of high net worth individuals and sustain long-term relationships with those clients. The training program teaches you how to provide clients with a high level of individualized world class service, comprehensive brokerage services, and investment strategies consistent with the individual financial goals and needs of the clients.

While at Morgan Stanley Smith Barney, you will have access to a comprehensive training curriculum, mentoring, and an array of financial tools and technology. You will have access and exposure to the Morgan Stanley Smith Barney target market. We offer competitive compensation including base salary commensurate with previous experience, and an opportunity to earn additional variable income that increases with performance.

***Job Requirements
Bachelor's Degree and/or a minimum of 5 years related experience (i.e., sales, commercial banking, financial wholesaler)
Demonstrated ability to sell
Strong work ethic and ability to multitask
Competitive and results oriented
Demonstrated ability to develop and cultivate relationships
Interest in financial markets and investments
Excellent problem solving, networking, communication, interpersonal and organizational skills

***Preferred Experience
Prior sales experience
Prior business owner/ entrepreneur
Prior professional service career (Legal, Accounting, Education, Military)

***Other Qualifications
Candidates must:
Be authorized to work in the U.S. without restriction as to duration.
Pass a Background Check.
Pass any applicable pre-employment tests.

***To Apply
To submit an application, please visit http://www.morganstanley.com/careers
On the right, click on "Search Morgan Stanley Smith Barney Openings."
Then click on "Financial Advisor Training Program."
After reviewing the job description for Financial Advisor Associate, click on Apply Now.
On the next screen, choose California, then Cupertino.
Click on Apply, then follow the instructions to submit an application.

Morgan Stanley Smith Barney
EOE committed to diversifying its workforce.

M/F/D/V.
© 2011 Morgan Stanley Smith Barney LLC, member SIPC

Compensation: Salary plus Commission
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Assistant Bank Manager

11 May 2012 at 4:58pm

The Assistant Branch Manager is responsible for providing support both in sale/business development and maintains Quality Customer Service and the Branch Operations for the branch along with Branch Manager. In addition, act as the acting manager in the absence of the Branch Manager.

• Responsible for checking account and deposit growth, business development, lowering cost of funds, meeting branch sales goals, and cross selling customers.
• Sell all bank products; monitor the efforts of the Personal Bankers. Refer customers to Relationship Managers, Investment Services and Trust Officers according to their needs.
• Establish and maintain professional relationship with customers to ensure repeat and referral business.
• For self and Personal Bankers provide highest level of service to current and prospective customers.
• Establish a Total Banking Relationship (both business and personal) by cross-selling: direct deposit, internet banking, overdraft protection, multiple deposit products, Investment and Trust Services.
• Responsible for branch operations when Branch Manager is absent or unavailable.
• Audit input and maintenance of all branch transactions according to branch policies and procedures.
• Prepare and balance daily, bank deposits, ATM and Night Depository.
• File and maintain bank records in compliance with branch policies and procedures.
• May provide assistance to other branches as needed.
• Responsible for performance management of staff: train, motivate and evaluate staffs.
• Provide job descriptions to all staff members, review branch compensation plan on an annual basis, provide guidance and coaching to staff as needed, recommend or provide input to bonus payments and other compensation actions.
• Perform duties & responsibilities specific to department functions & activities.
• Performs other duties & responsibilities as required or assigned by supervisor.

Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Requirements:
Ideal candidate should have:

• High School diploma
• Previous banking experience with a strong emphasis on sales, customer service, new account and computer skills
• Ability to manage and coach staff
• Excellent customer service qualities
• Ability to work independently, take initiative and ownership
• Understanding of investment products
• Team player
• Provides extraordinary service
• The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
• Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
• Must be able to travel as position requires.
• May be required to lift 25-50lbs.

If you feel you are an ideal candidate for this position, please submit your resume and cover letter to the above email address with the subject line "Asst Branch Mgr -- (then either SF or Contra Consta to indicate which position you're interested in)

Compensation: TBD
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Transaction Specialist - CBRE (San Francisco, CA 94104)

11 May 2012 at 8:05am

COMPANY PROFILE:

CBRE Group, Inc. (NYSE:CBG), a Fortune 500 and S&P 500 company headquartered in Los Angeles, is the world's largest commercial real estate services firm (in terms of 2010 revenue). The Company has approximately 31,000 employees (excluding affiliates), and serves real estate owners, investors and occupiers through more than 300 offices (excluding affiliates) worldwide. CBRE offers strategic advice and execution for property sales and leasing; corporate services; property, facilities and project management; mortgage banking; appraisal and valuation; development services; investment management; and research and consulting. Please visit our Web site at www.cbre.com.

Our Global Corporate Services group delivers customized, innovative workplace solutions worldwide. Strategically positioned to answer our corporate, healthcare, government and institutional clients' real estate needs, this group combines unrivaled expertise in transaction services, facilities and project management and consulting with industry-specific expertise and global service delivery to provide clients with long-term, quality account management.

JOB SUMMARY:

Provide support to Manager, Transaction Management Services or Senior Portfolio Advisor for various real estate business functions including Transaction Management, Strategic Planning, Lease Administration, Client Reporting and Financial Reporting.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

Provide transactional financial analysis support to the Transaction Management team, including cash flow analysis
Assist in defining the real estate requirements (e.g., review growth projections, evaluate overall business strategy, manage critical dates)
Manage local transaction implementation (broker selection/oversight and process standardization)
Facilitate closeout integration with lease administration
Manage/support corporate real estate system involving tracking lease information, property values, capital expenditures, rental rates and real estate assignments
Participate in various real estate transactions including lease negotiation/administration
Administer quality program
Other duties may be assigned

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE:

Bachelors degree or equivalent to a four-year college degree
5+ years related real estate experience or any similar combination of education and experience

CERTIFICATES and/or LICENSES:

Real Estate Salesperson License

COMMUNICATION SKILLS:

Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding.
Ability to write routine reports and correspondence.
Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor.
Ability to effectively present information to an internal group.

FINANCIAL KNOWLEDGE:

Requires no knowledge of financial terms and principles

REASONING ABILITY:

Ability to solve problems involving several options in situations.
Requires intermediate analytical and quantitative skills.

OTHER SKILLS and/or ABILITIES:

Intermediate skills with Microsoft Office Suite.

SCOPE OF RESPONSIBILITY:

Decisions made with general understanding of procedures and company policies to achieve set results and deadlines.
Errors in judgment may cause short-term impact to co-workers and supervisor.

To be considered for a position with CBRE, please apply online through the given link. Once you are logged in you can either apply for specific jobs or submit your general application using the link at the bottom of the page.

Current CBRE employees should apply online through the myHR section of Employee Self Service.

APPLY ONLINE:

CLICK HERE

Location: San Francisco, CA 94104
Compensation: Commensurate
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Treasury & Investment Analyst (walnut creek)

10 May 2012 at 11:30am
CSE Insurance Group is a leading regional insurance carrier in the western United States, with nearly sixty years of experience in personal insurance. CSE was founded in 1949 in San Francisco, California with a very specific goal -- "to furnish insurance at equitable rates to clients and promote the interests and welfare of public employees." CSE Insurance Group had earned an A- (Excellent) financial rating from AM Best and was named to 2011 Ward's 50 Group of Top Producing Companies.

Our Finance department is growing and we are searching for a top notch Treasury & Investment Analyst.

Job Description:

Treasury & Investment Analyst is responsible for day-to-day treasury operations, coordination, analysis and reporting on all company activities related to cash management, investment risk management, banking and agents loan financing. Other responsibilities include monitoring and analyzing the company's cash position, preparing daily cash forecasts and directing/ assisting various treasury, investment and risk management functions and projects.

Job Requirements:
Minimum 2 years of experience, preferably with a commercial bank or insurance company.
Demonstrated strong project management skills. Knowledge of treasury software expertise a plus. Advanced analytical, organization, and interpersonal skills. Advanced spreadsheet and modeling skills. Excellent collaboration, verbal and written communication skills. Attention to detail and accuracy. Bachelor's Degree in Finance/Accounting/Economics. CPA or CTP preferred.

Company Benefits:
Medical/Dental/Vision coverage
Flexible Spending Accounts
Tuition Reimbursement
Long Term Disability coverage
Life Insurance
401k with a company match

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Staff Accountant/Investor Relations (lafayette / orinda / moraga)

9 May 2012 at 11:02am
Rubicon Mortgage Fund, WWW.Rubiconfund.net has an immediate need for a Staff Accountant/investor relations manager in Lafayette, CA.

Staff Accountant/Investor relations:
Assist with the month-end close process and preparation of closing journal entries reconcile and maintain funds investment portfolio. Duties also include month-end general ledger maintenance, reconciliation of various general ledger accounts as well as coordinating fund investors accounts

Responsibilities:
•Investment Portfolio Management-Responsible for investment portfolio accounting
•Responsible for month-end general ledger
•Responsible for maintaining Rubicon's financial statements in Quick Books
•Performs various reconciliations including month end distribution to its investors

Qualifications & Experience:
•Two plus years of experience in accounting preferably corporate and or banking
•Understanding of GAAP and principles of accounting to analyze and prepare financial information
•Degree in Accounting or related field
Because Rubicon is a small growing firm flexibility towards multiple duties and responsibilities are necessary to have. If you are interested in the position please send a resume and cover letter explaining why you are right for this opportunity; and desired salary.

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Entry Level Trader /Research Assistant/ Client Service Assoc./Planner (palo a...

Trading and Research:
Maintain Total Rebalancing Expert (TRX) trading and rebalancing tool. Keep up with enhancements and new settings to improve functionality and speed of trading.
Monitor portfolios for allocation discrepancies and invest unneeded cash.
Trade securities as directed by the Portfolio Manager following all trading procedural compliance rules and guidelines.
Provide support to Portfolio Manager in researching securities to buy or sell for allocation model. Keep an updated list of all securities and mutual funds held in client portfolios.
Rebalance Client Group Portfolios when client assets are added or removed or with market fluctuations as directed by the Portfolio Manager.
Review, verify trades and document and resolve any trading errors.
Maintains Daily Trade Log which is reviewed and signed by Portfolio Manager. Scan log to server with secure password protection.
Data and performance reporting and analysis.
Daily Downloads and Reconciliation of security and cost basis data to Portfolio Center
Protect Clients' Restricted Securities and Cash in Distribution
Allocation Models: Integrate Cash Added, Cash withdrawn and Rebalance to maintain adherence to Allocation Models as needed.
Maintain portfolio models when tactical tilts are made.
Prepare monthly Client performance and flash performance reports. Identify clients with portfolio allocation issues.
Update and maintain excel attribution spreadsheet.
Paraplanner:
Assist planner in data entry, plan analysis, and, eventually attend meetings with advisors and their clients to assist in the planning function.
Assist developer in maintaining Opes Advantage proprietary lifestyle analysis software.

•Portfolio Administration:
When needed, assist in opening new accounts, verify the accuracy of new client account data, ensure client has online access, follows asset transfer and provides cost basis analyses to client for taxable accounts. Set up these new accounts in Portfolio Center and add to sets.
Assist in the preparation of Quarterly Reports which are posted to the client's Evault.
Stay current of Portfolio Center updates and tools by doing webcasts and/or tutorials provided by Schwab Institutional.

Qualifications and skill requirements
Education: Bachelor's Degree required.
Technological proficiency: Excel, Word, Powerpoint, Familiarity with PortfolioCenter, Junxure and Morningstar Principia a plus.
Job-based competencies: Excellent written and verbal skills

Personal characteristics & General Information
Will maintain a professional demeanor and contribute to a collaborative work climate.
Will strive for mastery over all the duties and responsibilities associated with responsibilities including technology and various tools.
Will seek to improve the methods, process, systems within the organization with eye toward delivering client value and company ROI.
Reports Daily to the Palo Alto office.

Salary and Benefits
Compensation for this position is $30,000/yr (DOE).
The firm currently offers a complete package of medical benefits and 401K plan.
- Compensation: $30,000/yr (DOE)
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Staff Accountant (hayward / castro valley)

8 May 2012 at 2:56pm
Fremont Bank, voted one of the Best Places to Work 2011, has an immediate need for a Staff Accountant in Hayward.

Staff Accountant:
Assist with the month-end close process and preparation of closing journal entries reconcile and maintain bank's investment portfolio. Duties also include month-end variance analysis and reporting, account certification and analysis, general ledger maintenance, reconciliation of various general ledger accounts and other special projects. Supports supervisor by coordinating group workflow and providing back up coverage during Supervisor's absence

Responsibilities:
•Investment Portfolio Management-Responsible for bank investment portfolio accounting and reporting including AFS evaluation
•Responsible for month-end general ledger close and consolidation of companies
•Responsible for maintaining Fremont Bancorporation and Subsidiaries financial statements in Quick Books and ITI
•Performs various reconciliations including monthly Loan Certification Reports
•Brokered CD's-prepares all general ledger journal entries and reports.
•Perform various projects for department as needed.

Qualifications & Experience:
•Five plus years of experience in accounting preferably corporate and or banking
•Understanding of GAAP and principles of accounting to analyze and prepare financial information
•Degree in Accounting or related field
•Highly skilled in PC and Microsoft, with an emphasis in Excel and Word
•Excellent Written and communication skills
•Must be able to multi-tasks and work within deadlines

Interested applicants should apply directly via our website at: www.fremontbank.com Click on "Careers" and apply to requisition # 12-0079.

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PORTFOLIO CONTROLLER

8 May 2012 at 2:40pm
Our client, a highly regarded, "boutique" real estate investment company with a national reach is looking to hire an experienced Portfolio Controller in a hands-on, operational role. Headquartered in downtown San Francisco and with more than a decade of successful investing in mid to large scale commercial projects, this is an excellent career opportunity for a real estate accounting/reporting professional with a successful track record of accomplishment.

Reporting directly to the Managing Partners, this individual will have full ownership for all portfolio level accounting, reporting and financial analysis responsibilities.
The ideal candidate will combine strong technical accounting and reporting skills in commercial real estate at both the property and fund levels with a collaborative and supportive "get it done" attitude.

The successful candidate must have solid demonstrated experience with the following areas of responsibility:

• Prepare quarterly reports as required and in conformance with the Limited Partnership Agreements including journal entries, elimination entries to consolidate as appropriate.
• Serve as interface with outside CPA firm and cause and direct the annual audit of each fund, as well as the preparation of all tax returns.
• Ability to book a variety of transactions, including sub-entities and JV structures. Strong familiarity with acquisitions, dispositions and financing transactions.
• Ability to track capital activity by investor. Establish and maintain Partner capital accounts and reconciliations.
• Establish and maintain mechanisms for tracking partnership preferred return and waterfall structures.
• Prepare and submit loan compliance documentation, drawdown notices and loan payment notices to various lenders; track loan balances on all vehicles (property loans, revolvers, subscription lines).
• Assist on transactions, as required. This may include review of tenant financial statements, provisions of loan documents, assisting in creation of final sources and uses, pro-rations, etc.
• Respond to investor inquiries, as required.
• Coordinate cost segregation studies on new property acquisitions.
• Approve all wire transfers and online banking access.

This person must have a minimum of 10 years relevant experience in both public accounting and private industry with a strong concentration in commercial real estate.

This person must have excellent communication skills both written and oral, and able to interface effectively with both the internal and external users of the financial information.

CPA required with an MBA a plus.

Excellent compensation and benefits commensurate with experience.

For further consideration please contact:

Robin M. Granko
Director, Executive Search
Kreuzberger|Associates
415.459.2300
robin@kreuzberger.com
www.kreuzberger.com

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Investment Advisor Representative (financial district)

8 May 2012 at 8:18am
WrapManager is the money manager people. Founded in 2000, WrapManager matches investors with money managers, crafting portfolios for separately managed accounts tailored to individual financial goals. We employ a personalized approach to wealth management and are committed to on-going, hands-on guidance to help clients reach investment goals.

WrapManager is currently seeking an investment professional with a track record for securing and advising high-net-worth private clients, and interested in building a long-term successful career with an independent, boutique investment advisory firm.

Responsibilities:

Acquire and sustain assets under management through extensive client development, prospecting, and consultative selling; leverage client referrals to obtain new business
Analyze prospective client's unique financial needs and investment objectives
Develop and present customized investment proposals
Coordinate funding, withdrawals, transitions and manage costs, risks and returns associated with client portfolios
Build long-term, trusted relationships with clients via exceptional service, proactively monitoring portfolio strategy, and communicating timely updates and market forecasts.

Requirements:

Minimum of 5 years of brokerage, investment management, or private banking experience
Bachelor's degree with a solid foundation in finance or economics
Series 65 or 66 and Series 7 licenses
Possess a track record of building successful relationships with affluent investors
Financial skills with strong quantitative aptitude and demonstrated analytical ability
Strong written and verbal skills well-suited for electronic and telephone communications
Mature and exceptional judgment dealing with high-net worth clientele
Self-motivated, self-disciplined, and driven to excellence

WrapManager is a small, energetic group of investment professionals that offers tremendous growth opportunity for the right person. Located on the 18th floor of a Financial District high-rise with panoramic views of the city and bay, this unique boutique firm offers a fun, dynamic, creative, and tech-savvy work environment. The financial gains can be rewarding but it takes a dedicated individual with extensive client experience, a genuine concern and aptitude to meet investor goals, and the desire to work for an independent, SEC-registered investment advisor with an established Internet presence.

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Relationship / Manager Business Banker (financial district)

7 May 2012 at 3:41pm
Our SF based client is a private wealth management firm that deals with high-net individuals and prides themselves on their ultra-touch customer service.
If you want to partner with the best financial firm in town, then we need to connect. There are several positions and all require an existing book of business that you can bring to the table. There are openings in residential, commercial and business. They offer a great comp package with superb incentives to get you on board. Can't go wrong working for this firm, it is the most sought out opportunity in banking! We also have positions for Relationship Manager Associates with residential lending background; a 3 year program that sets you up for success.

We are seeking highly qualified credit trained Business Bankers who have an existing client base of commercial banking clients to help build our team. Business Bankers are responsible for developing commercial client relationships, including generation and structuring of business loans, other credit facilities, cash management, and investment management. The individual will acquire clients and build relationships by providing superior client service to achieve financial objectives. The successful candidate must be highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment.

RESPONSIBILITIES AND DUTIES

1. Develop, maintain, and enhance client relationships.

2. Market and originate high quality commercial loans and lines of credit: refer residential and construction loans.

3. Structure commercial deals.

4. Underwrite and close commercial loans.

5. Portfolio management: monitoring financial performance of borrowers for credit quality and compliance with loan agreements.

6. Market other commercial banking services including deposits (cash management, on-line banking, money market accounts) and Wealth Management referrals.

7. Generate leads and grow the business through active networking and client referrals.

Compensation: DOE, limitless...
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Chief Financial Officer (dublin / pleasanton / livermore)

7 May 2012 at 11:19am
Axis Community Health, a $10M, 150 employee nonprofit community health center with locations in eastern Alameda County, is seeking a Chief Financial Officer. The position reports directly to the CEO and is a part of the executive management team. The CFO is responsible for all financial operations of the organization, to include the development of financial and operational strategies, ensuring the safety of all organizational assets and ensuring that appropriate strategies are in place to ensure fulfillment of organizational objectives.

This is a full-time position. The position includes health/dental/vision insurance benefits after successful completion of the introductory period.

Qualifications:
1. B.A. or B.S. in accounting or finance; MBA and/or CPA preferred
2. Five years of experience as CFO, controller or equivalent position; experience in a nonprofit setting required; healthcare experience preferred
3. Solid knowledge and experience in financial accounting, budgeting, control and reporting principles and methods and standards, as applied in a nonprofit environment; experience in managing government and multi-source funding preferred
4. Proficiency in spreadsheet programs, networks and other technology related to financial analysis and administration
5. Strong analytical skills and the ability to provide leadership in the organization's financial arena and in the development and operation of programs and services
6. Excellent communication skills, to include leadership skills and the ability to effectively manage and supervise personnel
7. Commitment to Axis's mission and the ability to direct financial operations in support of the organization and its services

Responsibilities:

Under the direction of the Chief Executive Officer:

1. Oversee all financial activities of the organization, to include accounting, budgeting, forecasting, cash flow management, fund management and financial reporting activities; ensure that effective internal controls are in place to assure the safeguarding of organizational assets and the reliability of financial statements.
2. Participate as a member of the Axis executive team and in collaboration with the CEO, COO, CIO and HR Director, establish operational goals and objectives, ensure the integration of organizational activities across all divisions, and provide leadership in the development and fulfillment of organizational goals.
3. Develop and implement financial strategies that align with and promote organizational goals and objectives, conduct ongoing analysis and evaluation of strategies, to include evaluation of third party payor functions and contracts, and ensure that appropriate strategies are in place to ensure fulfillment of organizational objectives.
4. Provide ongoing supervision of the fiscal department, to include A/P, A/R, patient/client billing, contract reporting and invoicing, and accounting activities; supervise and manage staff and ensure that the department operates in an efficient manner that is in coordination with the needs of the organization.
5. Develop and implement policies and procedures for all organizational financial operations that ensure full compliance with generally accepted accounting procedures, legal and regulatory requirements and local/state/federal contractual requirements.
6. Provide interface with the Axis Board of Directors and the board finance committee with respect to organizational financial issues; to include attending committee and board meetings and developing and providing monthly financial reports and statistical analysis in a format that is appropriate to the needs of the board.
7. Develop and maintain effective communication and relationships with local, state and federal contract authorities, the Community Health Center Network, Medi-Cal and Medicare contracting entities and other outside entities as appropriate to organizational goals, objectives and overall operations.
8. Provide organizational leadership in the development of departmental and organization-wide budgets and budget revisions; monitor adherence to the budget and provide comprehensive reports and analysis to management.
9. Provide assistance in the preparation of budgets for proposals and grant applications.
10. Oversee corporate tax filings and reports and ensure the timely submission of all filings to state and federal tax officials; ensure that required tax reports are submitted to county and foundation officials as requested/required.
11. Maintain banking relationships and under the direction of the board of directors and the CEO, arrange for any required debt or lease financing.
12. Evaluate investment opportunities and coordinate investment decisions with the CEO and boar of directors.
13. Evaluate and oversee all organizational insurance policies, and ensure the ongoing maintenance of all policies to include general liability, property, malpractice, board, volunteer and bond coverage and in collaboration with the Human Resources department, evaluate and implement organizational benefit plans.
14. Oversee and coordinate financial audits and participate in programmatic audits as required and work in coordination with the board audit committee to ensure that all legal and oversight obligations are fully achieved.
15. Perform other duties as assigned.

A background check is part of our hiring process. Axis Community Health is An Equal Opportunity Employer. E-mail your resume and include "CFO" in the subject line. Please provide a cover letter indicating why you are well suited for this position, and include salary history.

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Relationship Manager Associate for Leading Financial Services Firm

7 May 2012 at 10:58am
Top-tier Financial Firm is seeking a Relationship Manager Associate. Duties will involve building and maintaining strong relationships with clients, identifying product opportunities and cross-selling a diversified product portfolio to high net-worth clients. The ideal candidate will thrive in a sales-driven environment and is motivated by commission and unlimited earning potential. This is an excellent opportunity to join a high-powered financial services firm that is passionate about success. This company offers competitive salary, excellent benefits and is eager to promote from within.

Responsibilities:
• Develop a client database and maintain professional and business banking relationships
• Create deposit and investment advisory accounts and service as needed
• Prepare and maintain loan documentation
• Manage customer transactions via phone, email or in person
• Generate loans and lines of credit, trust and brokerage referrals

Requirements
• 2+ years of banking or financial services experience
• Bachelor's degree
• Must be genuinely interested in working in sales and be comfortable with the competitive landscape where commission-based payscale serves as a motivational factor
• Knowledgeable with banking terms, and general bank products and services.
• Experience with processing, underwriting residential loans or working as a funding specialist is considered a plus
• Excellent customer service skills
• Highly analytical with a meticulous attention to detail
• Proficient computer skills ; experience with PowerLender preferred
• Strong verbal and written communication skills including grammar, punctuation and syntax

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Financial Advisor (financial district)

Compensation: competitive
Telecommuting is ok.
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Portfolio Manager/Financial Advisor/Customer Relations (cupertino)

17 May 2012 at 3:54pm
Portfolio Manager
San Francisco (San Francisco Bay Area)

Job Description

Portfolio Manager
Registered Investment Advisor is seeking a highly motivated and experienced Portfolio Manager with strong communication, relationship building, and proven sales background. The positions primary role will be to manage the firm's individual equity and bond positions. The firm's equity investment style is primarily contrarian value.
The ideal candidate will have a proven investment management background with current assets under management.
Duties and Responsibilities

• In-depth knowledge of investment principles, financial markets, and economics.
• Excellent relationship management and sales presentation skills.
• Portfolio Management and Trading execution
• Interface with custodian partner representatives and prospective clients.
• Other duties as required

Personal Attributes
• Highest degree of integrity and ethics
• Forward thinker
• Works well in a team based environment

Desired Skills & Experience
• Series 65
• Bachelor's degree
• 3+ years of directly related experience in the financial services industry with a customer service focus
• Successful track record of investment advisory sales
• Aptitude to rapidly learn CRM and trading automation systems.
• Extensive knowledge of investment and advisory services
• Proven ability to establish relationships, retain clients and present financial information in a clear effective manner
• Ability to work within a team environment
• Strong oral and written communication skills

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Financial Advisor, Morgan Stanley Smith Barney - San Francisco (financial dis...

17 May 2012 at 11:25am
PASSION -- POSITIVITY -- ADAPTABILITY -- AMBITION
Great entrepreneurs are passionate about smart management-- especially in the financial industry. As a Financial Advisor, you will manage the complex issues that come with wealth while helping families achieve their goals and financial aspirations. A career in finance sales is rewarding, honorable and can be lucrative, as Morgan Stanley Smith Barney clients have entrusted our Financial Advisors with their hard earned assets. You will receive competitive compensation as well as increased earning potential for your services. For those looking for a superior foundation to build on, consider Morgan Stanley Smith Barney and utilize your business development and management skills in the Finance/Financial Brokerage Services arena. Leverage a strong brand while you operate as your book of business! Our Financial Advisor Associate Training Program prepares you to become a Financial Advisor through an extensive curriculum which provides you with the tools and strategies needed to build a client base of high net worth individuals. In addition, you will have access to state-of-the art financial tools and technologies as well as sales and management mentoring. Once you become a Financial Advisor, you will use your product knowledge and networking/management talents to provide clients with a high level of individualized, comprehensive and a vast array of brokerage financial services and investment strategies.
Job Requirements:
· Bachelor's degree in business, finance, sales, marketing or related field and/or 5 years of professional experience in Business Development, Management, Sales, Legal, Accounting, Education, Military, Finance or other business
· Excellent communication, presentation, time management and organization skills
· Strong community presence with an established network of personal and business contacts
· Ability to listen to client needs and provide financial solutions
· Authorization to work in the U.S. without restriction as to duration
· Successful completion of background check and pre-employment assessments
To Learn more and Apply, go to:
www.mssb.com/careers

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Chinese Bilingual Financial Advisor (cupertino)

16 May 2012 at 3:23pm
Integral Financial LLC (www.infi.biz) has an immediate opportunity for a well-rounded Assistant Financial Advisor in San Jose, Fremont, San Francisco. The candidate will help facilitate operational, marketing, and trading procedures in a fast-paced work environment.

Qualifications:
• Bachelor's degree from an accredited university --
Finance background ideal but not necessary
• Series 7 & 63 preferred (may train the right candidate even without the license)
• 2+ years experience in the financial services industry preferred
• Bilingual in Mandarin/Cantonese Chinese and English strongly preferred
• Superior communication skills
• Strong communication and problem solving skills
• Strong attention to detail with emphasis on accuracy and timeliness
• Ability to successfully manage time-sensitive matters under high pressure
• Ability to work well independently as well as in a team environment
• Must be flexible regarding work locations

Due to the high volume of applications received, only selected candidates will be contacted.

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Research Analyst (mountain view)

Compensation: Competitive
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Financial Planning Office Manager/Para Planner (danville / san ramon)

Compensation: Competitive salary, retirement plan, medical and vacation benefits.
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Junior Portfolio Accountant (SF Financial District)

14 May 2012 at 11:50am
Junior Portfolio Accountant Job Description - FUND ACCOUNTING EXPERIENCE REQUIRED
Applicants who do not have fund accounting experience need not apply.

Responsibilities:
The key responsibility is to work with our administrator to reconcile and maintain the books and records for our clients. You will assist in providing traditional fund administration to our clients on a daily, weekly or monthly basis to both onshore and offshore funds.
Some of the main responsibilities would entail:
• Receiving trade files
• Downloading cash and position transactions and balances reports from prime broker
• Running holdings report
• Comparing prime broker records to internal accounting records, identifying unmatched items, and updating the break summaries
• Resolving/clearing breaks

Job Requirements:
• Bachelors Degree in Accounting, Finance or Economics
• 2-4 years of work experience - FUND ACCOUNTING EXPERIENCE REQUIRED
• Strong computer skills including MS Word, Excel and Powerpoint
• Hard-working, energetic and detail oriented with flexible, can-do attitude
• Must be able to meet deadlines
• Must be presently authorized to work in the United States on a full-time, permanent basis

Please send resume with GPA.

About Sensato Investors
Sensato Investors LLC is an SEC registered investment advisor headquartered in San Francisco. We manage Asia Pacific equity long short strategies, applying sensible investment insights within a systematic framework. We are seeking an accounting professional who has public accounting and/or portfolio accounting experience. Strong accounting and financial reporting analysis is required.

Location: SF Financial District
Compensation: DOE
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BECOME A MORGAN STANLEY SMITH BARNEY FINANCIAL ADVISOR (Cupertino) (cupertino)

Compensation: Salary plus Commission
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Financial Para-Planner $40k-50k/year (danville / san ramon)

Compensation: A benefits package and a salary commensurate with your experience
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Senior Accountant - 2011166 (sunnyvale)

11 May 2012 at 11:30am
Apply directly here: http://hire.jobvite.com/j/?cj=oZl2Vfw1&s=Craigslist

Financial Engines is looking for a Senior Accountant. This is a terrific opportunity to join an accounting & finance team with a dynamic public company based in Sunnyvale, CA.

Job requirements include:
• Major balance sheet account reconciliations and variance analysis utilizing Excel at an advanced level
• Month-end closing activities, journal entries and managing accruals
• Preparation of supporting schedules and data analysis to support financial reporting.
• Support and involvement with our external auditors
• Strong communication and inter-personal skills
• A passion for a career in accounting and finance

The ideal candidate background will include:
• Bachelor's degree in Accounting or Finance
• 2 - 5 years' experience as an accountant outside of public accounting
• Software skills should include advanced proficiency in Excel
• Experience with Oracle is a big plus.
• Excellent oral and written communication skills required
• Current experience with GAAP, SEC reporting and a CPA with Big 4 experience is highly preferred.

Apply directly here: http://hire.jobvite.com/j/?cj=oZl2Vfw1&s=Craigslist

About Financial Engines, Inc. (NASDAQ: FNGN)
Financial Engines is the largest independent investment advisor committed to providing everyone the trusted retirement help they deserve. The company helps investors with their total retirement picture by offering personalized retirement plans for saving, investment, and retirement income. To meet the needs of different investors, Financial Engines offers both Online Advice and Professional Management. Co-founded in 1996 by Nobel Prize-winning economist Bill Sharpe, Financial Engines works with America's leading employers and retirement plan providers to make retirement help available to millions of American workers.

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Transaction Specialist - CBRE (San Francisco, CA 94104)

11 May 2012 at 8:05am

COMPANY PROFILE:

JOB SUMMARY:

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

Provide transactional financial analysis support to the Transaction Management team, including cash flow analysis
Assist in defining the real estate requirements (e.g., review growth projections, evaluate overall business strategy, manage critical dates)
Manage local transaction implementation (broker selection/oversight and process standardization)
Facilitate closeout integration with lease administration
Manage/support corporate real estate system involving tracking lease information, property values, capital expenditures, rental rates and real estate assignments
Participate in various real estate transactions including lease negotiation/administration
Administer quality program
Other duties may be assigned

QUALIFICATIONS:

EDUCATION and EXPERIENCE:

Bachelors degree or equivalent to a four-year college degree
5+ years related real estate experience or any similar combination of education and experience

CERTIFICATES and/or LICENSES:

Real Estate Salesperson License

COMMUNICATION SKILLS:

Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding.
Ability to write routine reports and correspondence.
Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor.
Ability to effectively present information to an internal group.

FINANCIAL KNOWLEDGE:

Requires no knowledge of financial terms and principles

REASONING ABILITY:

Ability to solve problems involving several options in situations.
Requires intermediate analytical and quantitative skills.

OTHER SKILLS and/or ABILITIES:

Intermediate skills with Microsoft Office Suite.

SCOPE OF RESPONSIBILITY:

Decisions made with general understanding of procedures and company policies to achieve set results and deadlines.
Errors in judgment may cause short-term impact to co-workers and supervisor.

Current CBRE employees should apply online through the myHR section of Employee Self Service.

APPLY ONLINE:

CLICK HERE

Location: San Francisco, CA 94104
Compensation: Commensurate
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Investment Advisor Representative (financial district)

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Financial Advisor Associate, Morgan Stanley Smith Barney (menlo park)

7 May 2012 at 1:42pm
Become a Financial Advisor:
Morgan Stanley Smith Barney -- U.S. Wealth Management
Company Overview
Two of the most powerful names in wealth management have joined forces to create a new industry leader. In a financial world that's being remade, Morgan Stanley's global wealth management business and Smith Barney have joined forces to offer you thinking and resources to fit the times.
Morgan Stanley Smith Barney helps open doors to a wider array of financial products, independent money managers and capital markets.
Our Financial Advisors have access to a global network of economists, strategists and research analysts to help manage risk and seek out investment opportunities wherever they may be. To help build the portfolio that can move individual investors in the direction they want to go.
Our clients have entrusted us with $1.3 trillion (as of May 22, 2009) of their hard-earned assets.
Morgan Stanley Smith Barney is dedicated to bringing its clients the help they deserve, at a time when they need it most
Position Summary
Participation in the Morgan Stanley Smith Barney Financial Advisor Training Program provides an extensive curriculum that will help to prepare you for a Financial Advisor career. The program will provide you with an opportunity to learn how to:
* Build a client base of high net worth individuals
* Maintain and manage long-term client relationships
* Provide clients with a high level of individualized client service, full service brokerage services and investment strategies consistent with their individual financial goals and needs

Requirements
* Demonstrate ability to sell
* Excellent problem solving, networking, communication, interpersonal and organizational skills
* Interest in investment and financial markets
* Demonstrate excellent work ethic and ability to multitask

Preferred Experience
*Prior sales experience
* Prior Business Owner/Entrepreneur
*Prior professional service career success

Education
*Bachelor's Degree (Bachelor's Degree not required for candidates with more than 5 years of sales experience)

Other Qualifications
Candidates must:
Be authorized to work in the U.S. without restriction as to duration Pass any applicable pre-employment tests

As a first step, we offer an automated, online method for applying to the opening. Please follow the instructions below:
Go to (you may need to cut and paste link) www.mssb.com/careers
Click the "Apply" button near the bottom of the screen.
Follow the prompts and fill out the information completely and accurately.
State: CA
City: Menlo Park
Apply: Select the following address-
MENLO PARK, CA
2775 Sand Hill Road - Suite 120
Menlo ParkÃ¢â‚¬Å¡ CA 94025
Morgan Stanley Smith Barney EOE committed to diversifying its workforce

M/F/D/V 6/09 GP09-02259P-N06/09

As part of the application process for this training program, you are required to complete several assessments. After submitting your application, you will receive an e-mail with a link to the assessment. Failure to complete this assessment will render your application incomplete, and you will not be considered for employment.
Morgan Stanley Smith Barney is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran status, or any other characteristic protected by law.

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Financial Services Professional (financial district)

7 May 2012 at 9:41am
San Francisco Associates
Financial Resource Management, Inc.

Financial Advisor Position:

San Francisco Associates, an independent financial services organization, is looking to add to our sales force. If you feel a career in financial services is right for you and that your skills match up with the following, please contact us.

San Francisco Associates has provided individuals with entrepreneurial opportunities to learn the financial services business through our extensive training program since 1942. There is no typical San Francisco Associates advisor. We have associates with backgrounds in Accounting, Education, Counseling, Engineering, Business, Sales & Marketing, and Financial Analysis.

Requirements:
• Desire to help others
• Entrepreneurial drive
• Solid work ethic
• Ability to be coached
• High energy level
• Excellent communication skills
• Bachelor's Degree, or equivalent work experience
• Residence in the Bay Area for 2 years or longer

About San Francisco Associates:
Located in the Financial District, San Francisco Associates is a professional financial services firm founded in 1942. Today, San Francisco Associates is a broad-based organization dedicated to providing clients with comprehensive financial services.

"PROBLEMS TO SOLVE; NOT PRODUCTS TO SELL"

We provide financial counseling services to help our clients to implement their short-term and long-term financial objectives. Our timely, knowledgeable and responsive service, a trademark of San Francisco Associates, builds trust and confidence. And it is trust and confidence which marks our relationships with clients and within our own firm.

For an informational interview, please email your resume to:

recruitmentteamone@SFAssociates.com

www.SFAssociates.com

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Financial Client Service Specialist (campbell)

7 May 2012 at 9:17am
Do you have superior administrative skills and a great work ethic that you want to contribute to a fast-paced financial office? We are looking for someone to join the team of a local financial company in Campbell, CA. The ideal candidate for this role will have a strong attention to detail and be able to assist with various industry-specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources and freedom to build a great future, contact us today. Minimum Requirements: • 2+ years of industry-specific experience • Ability to learn to software quickly • Intermediate to Advanced skills with MS Office Suite
This position requires that you possess the following skills: • Strong organizational skills and attention to detail • Demonstrate persistence to achieve quality • Excellent communication -- both verbal and written with Clients and Staff • Self-directed Initiative • Process driven with strong follow-through Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: • Prioritize day to day tasks and issues • Operate with a proactive approach when dealing with advisors and clients • Complete & Process new client applications • Keep database/CRM programs accurate and up to date • Assist with responding to client inquires as needed • Opening, closing & transferring of accounts • Provide business submitted/issued report to Advisor • Process transactions • Follow-up on pending business with companies and clients • Assist Advisor with pre-appointment preparation • Gather account values and complete client review summary for upcoming appointments • Maintain current licenses • Assist Advisor in preparing analysis reports • Coordinate quarterly reports for existing clients for reviews • Assist in maintenance of compliance files for regulatory compliance issues

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

http://advisors.prevueaps.com/jobs/1306.html

Compensation: $36,000-$40,000
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Financial Analyst - Expedia - San Francisco, CA

16 May 2012 at 9:14am
Financial Analyst: Company Overview: Hotwire.com is... Finance is looking for a Financial Analyst to support the Rental Car Supply team. The Analyst will help...
From Expedia - 16 May 2012 15:14:49 GMT - View all San Francisco jobs

Senior Financial Analyst - Hearsay Social - San Francisco, CA

15 May 2012 at 6:03pm
Senior Financial Analyst Hearsay Social is looking for an experienced financial analyst to join its... maintain a multi-year financial model, which includes...
From Hearsay Social - 16 May 2012 00:03:20 GMT - View all San Francisco jobs

Senior Financial Analyst - mindjet - San Francisco, CA

15 May 2012 at 11:24pm
Senior Financial Analyst Mindjet has long been known... analysis to data center rollouts. As a Financial Analyst with Mindjet's Corporate FP&A group, you will...
From MindJet - 16 May 2012 05:24:38 GMT - View all San Francisco jobs

Principal Financial Analyst - Bay Area Rapid Transit - San Francisco Bay Are...

17 May 2012 at 9:01am
Financial Analyst position in the Operating Budgets Department. The Principal Financial Analyst is a lead... Proven financial analysis and financial modeling... $81,441.59 - $126,235.84 a year
From Bay Area Rapid Transit - 17 May 2012 15:01:48 GMT - View all San Francisco Bay Area jobs

Financial Analyst--Investments and Benefits - PG&E Corp - San Francisco, CA

17 May 2012 at 9:02pm
Financial Analyst--Investments and Benefits... financial community, provide an accurate portrayal of operational results, accomplishments, and financial...
From PG&E Corp - 18 May 2012 03:02:31 GMT - View all San Francisco jobs

SR. FINANCIAL ANALYST - McKesson - Emeryville, CA

18 May 2012 at 9:15am
Description As a Financial Analyst, you will be responsible for developing, interpreting and implementing financial concepts for financial planning and control...
From McKesson - 18 May 2012 15:15:00 GMT - View all Emeryville jobs

Disbursements Financial Analyst - University of California Berkeley - Berkel...

16 May 2012 at 1:42am
Disbursements Financial Analyst assists in monitoring... and financial transactions and services. The Disbursements Financial Analyst is independently responsible...
From University of California Berkeley - 16 May 2012 07:42:03 GMT - View all Berkeley jobs

Financial Analyst Services - TeamPersona - San Francisco, CA

16 May 2012 at 10:43pm
Financial Analyst/Investigator. Successful candidates must have the following: The Financial Analyst (FA) will serve as a financial investigator and analyst...
From TeamPersona - 17 May 2012 04:43:25 GMT - View all San Francisco jobs

Senior Financial Analyst - Kelly Financial Resources - San Francisco, CA

20 May 2012 at 4:45am
Financial Analyst! Our client, a tremendously successful and growing company located in San Francisco, is looking to add a contract Senior Financial Analyst to...
From Kelly Financial Resources - 20 May 2012 10:45:09 GMT - View all San Francisco jobs

Senior Financial Analyst - Ghirardelli Chocolate - San Leandro, CA

15 May 2012 at 3:22pm
provide financial support to Business Managers and Executives across the company, prepare ad-hoc financial... the financial planning process and monthly financial...
From Ghirardelli Chocolate - 15 May 2012 21:22:27 GMT - View all San Leandro jobs

Sr Financial Analyst - Franklin Templeton Investments - San Mateo, CA

18 May 2012 at 2:48am
business model and financial concepts, including... financial analysis experience Work experience within the investment management industry and/or financial...
From Franklin Templeton Investments - 18 May 2012 08:48:05 GMT - View all San Mateo jobs

Financial Analyst - Ascent Services Group - Oakland, CA

17 May 2012 at 2:43pm
Job Description: Financial Analyst Responsibilities... Partner with corresponding financial analysts to develop business cases and financial models to support...
From Ascent Services Group - 17 May 2012 20:43:53 GMT - View all Oakland jobs

Sr. Financial Analyst - Maxis - Electronic Arts - Redwood City, CA

18 May 2012 at 3:30pm
financial planning processes, systems and controls. Senior Financial Analyst The Senior Analyst will play a critical role in providing financial support to...
From Electronic Arts - 18 May 2012 21:30:57 GMT - View all Redwood City jobs

Senior Analyst , Strategy & Financial Analysis - Nextag - San Mateo, CA

17 May 2012 at 6:07pm
strategy support and financial analyses for Nextag... functional areas Develops financial models for business units to support financial planning, forecasting...
From NexTag - 18 May 2012 00:07:58 GMT - View all San Mateo jobs

Senior Financial Analyst/Reporting - Enclipse Corp. - Oakland, CA

19 May 2012 at 11:19am
financial analysis in support of multiple financial... Partner with corresponding financial analysts to develop business cases and financial models to support...
From Engineering Central - 19 May 2012 17:19:19 GMT - View all Oakland jobs

Financial Analyst - Kforce - San Francisco, CA

18 May 2012 at 10:47am
California, is seeking a Financial Analyst. Responsibilities: * Provides accounting, financial and... and provide general financial support * Prepare...
From Kforce - 18 May 2012 16:47:29 GMT - View all San Francisco jobs

Sr. Financial Analyst - Abbott Medical Optics - Alameda, CA

20 May 2012 at 12:48am
analysis. Assist in financial evaluation of future... 3+ years financial analysis experience. Ability to plan, implement, and administer financial information...
From Abbott Medical Optics - 20 May 2012 06:48:07 GMT - View all Alameda jobs

Sr. Financial Analyst - Billing Operations - Visa - Foster City, CA

18 May 2012 at 9:40am
company that connects consumers, businesses, financial institutions and governments in more than 200... patterns, examine financial data and filter for...
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Financial Analyst - Michael Page International - Oakland, CA

16 May 2012 at 5:14pm
are looking for a Financial Analyst to support the... is a plus *3-6 years experience as financial analyst or business analyst *Experience with activity-based...
From Michael Page International - 16 May 2012 23:14:00 GMT - View all Oakland jobs

Financial Analyst - Kforce - Oakland, CA

17 May 2012 at 9:50am
financial analysis in support of multiple financial... Partner with corresponding financial analysts to develop business cases and financial models to support...
From Kforce - 17 May 2012 15:50:02 GMT - View all Oakland jobs