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Seattle) 18 May 2012 at 4:33pm Contractor in N. Seattle has an open position for an analyst. The analyst compiles, analyzes data transactions, sets up and completes data tables, compiles payroll data to maintain payroll records. Essential Functions: * Analyze transactions, present data in meaningful format. * Review balance sheet accounts, analyze and reconcile activity, record monthly entries. . * Enter new and abandoned assets; calculate-depreciation and post to G/L. Balance monthly reports to general ledger. Run and balance reports for year-end auditors. * Run Misc. YTD ledgers and preliminary financial statements. Update supporting spreadsheets, balancing to G/L. Write and post J/E for occupancy and warehouse pools. * Assist with accounting software conversion by entering and updating data in tables, set up GL accounts, codes/classes/other fields in multiple modules. Test transactions repeatedly throughout process. * Processes payroll for staff employees * Compile payroll reports; calculate and submit FICA/Withholding taxes for Federal and State agencies. Qualifications: * Bachelor's degree (B.A./B.S.) or equivalent from four-year college; or ten years related experience and/or training; or Equivalent combination of education and experience. * Strong computer skills, including proficiency with accounting software, Microsoft Word, Outlook and Excel * Experience with Viewpoint construction software preferred * Strong communication skills * Ability to multitask and establish priorities in a rapidly changing environment * Ability to work in a team environment * Neat and professional appearance * Prompt and regular attendance * Must have the ability to read, speak and write in English. * Must be able to pass a criminal background check. We offer a competitive salary plus benefits. Compensation will be based on experience and qualifications. Only applicants that meet the requirements will be considered for the position. Applicants should submit a cover letter and resume. Location: N. Seattle Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Compliance Analyst - Tommy Bahama (2698) (Seattle) 18 May 2012 at 12:21pm Aloha~ Tommy Bahama defines relaxed, sophisticated, island-inspired living, with a complete collection of men's and women's sportswear, denim, swimwear, accessories, a complete home collection and restaurants. Tommy Bahama is looking for a qualified Compliance Analyst to join our efforts to create an island lifestyle that inspires the world to relax. MISSION The Compliance Analyst will be responsible for establishing and executing an ongoing program to review, monitor and report on conformity with the Company's operational, financial, payroll, and human resource policies and programs. Monitor financial and HR best practices in all states where we do business and work with appropriate internal groups on potential policy impacts and needed updates. Review and report on retail and restaurant location compliance with financial and operational policies and procedures.      KEY RESULTS AREAS • Responsibilities include onsite review of documents, postings, and processes to ensure compliance with Company standards. • Apply key control concepts in a wide variety of business settings. • Establish or tailor review programs and testing procedures to ensure they are appropriate for the processes being reviewed. • Develop appropriate solutions to enhance and integrate with other Financial, Operational, Human Resource and Information Technology evaluations. Includes, the development of a comprehensive documented review program to be completed during evaluations. • Prepare report documents at completion of evaluations. • Ensure that all work papers and schedules supporting evaluations are clear and concise. • Present findings and preliminary recommendations. • Contribute to the continuous effort to improve operations and streamline work processes and procedures.      EXPERIENCE, TALENT AND EDUCATION • 3 - 5 years of prior business experience in financial, operational, or compliance review. • BA/BS Degree (Accounting preferred) • Experience in public accounting and/or auditing • Excellent computer skills, including MS Office & MS Visio     • Adept at assessing complex financial, operational, & compliance processes and assessing and reporting on risks. • Knowledge of Generally Accepted Accounting Principles (GAAP) and Sarbanes Oxley (SOX) as well as Human Resource, Payroll, and general business laws and regulations. • Ability to present concisely and descriptively in both oral and written format. • Ability to analyze complex processes and to determine the efficiency and effectiveness of the process and related controls. • Experience in a retail company • Knowledge of operational compliance • Expert analytical skills • Detail oriented Tommy Bahama is full of smart, creative islanders. We support a work hard, play hard culture and hope you are ready for the challenge. We provide excellent compensation packages, including medical/dental/vision benefits, a 401K, generous clothing discounts, aloha/paid time off, and much more. HOW TO APPLY For consideration, please apply online http://www.tommybahama.apply2jobs.com. Find out more about Tommy Bahama on our website: www.tommybahama.com. Tommy Bahama is an Equal Opportunity Employer. We look forward to hearing from you. Mahalo (thank you)! Location: Seattle Compensation: DOE Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Commercial Loan Processor - Mortgage Analyst (Base + Bonus + Benefits) (Downt... 18 May 2012 at 11:13am Commercial Loan Processor - Mortgage Analyst (Base + Bonus + Benefits) Interested in joining a rewarding, growth-oriented Commercial Real Estate Lending organization? Join a firm which provides tremendous Commercial Mortgage training and career growth opportunities in an expanding industry. Prestigious location with views of city skyline, Space Needle, Olympic Mountains, Elliot Bay, and Lake Union. Description: As a Commercial Loan Document Processor working at a Commercial Mortgage Company you will Collaborate as part of a mortgage team to match lenders, banks, and investors with suitable loan requests. Responsibilities: • Prepare outgoing correspondence including checklists, detailed questions, and complete case management • Create Executive Summary and Five Year Financial Summary for each loan application to be emailed to applicable banks • Complete applications, forms, worksheets necessary for lender approval process • Communicate with banks, lenders, borrowers, realtors, brokers, and third parties via email, telephone, and fax all instructions, steps, and processes necessary to successfully complete each request • Maintain and manage computer files, emphasis on paperless system Expected Performance: • Demonstrate a strong interest in Commercial Real Estate Finance • Have developed knowledge of MS Office programs (Excel, Word, Outlook) • Willingness to learn and use new computer programs such as Salesforce CRM, Box, Echo sign, Etcetera • Must be able to work well independently, as well as interact as part of a team • Strive to be organized, accurate, and detail-oriented • Demonstrate excellent time management, organization skills, and communication skills Compensation: 1. $15.00 - $20.00 Per Hour Base Hourly wage with agreed pay increases based on length of employment 2. Bonus* 10% of Gross Commission on Closed Loans that you process estimated to be on average $1,500 per successful loan closing processed 3. Hours of operation Monday through Friday 9:00Am to 5:00Pm PST 4. Major Government and Banking Holidays will be recognized as a paid day off 5. One week of paid vacation ever six months 6. Bus Pass or Parking Space included 7. Health Care Benefits provided after 90 days of employment Contact Us: Email your resume to CREEmployment@Gmail.com Fax your resume to 206-279-3461 We are also currently looking to fill various other positions, including Loan Officer and Office Administrator. We look forward to receiving your resume. Have a great day! Location: Downtown Seattle Compensation: (Base + Bonus + Benefits) Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. TEMPORARY PERFORMANCE ANALYST (GIG HARBOR) 17 May 2012 at 2:32pm DURATION: Approximately 1 - 3 weeks. We are seeking a Performance Analyst with 3 - 5 years of experience working in a financial or investment services organization to assist with a short-term project for approximately 1 - 3 weeks! $30.00 - $35.00/hour. To qualify for this job, you MUST have: 3 - 5 years of experience working as a Performance Analyst in a mutual fund, financial, or investment services organization Bachelor's degree in Finance, Accounting, Business Administration, or a related field Experience with performance reporting & calculation of investment returns Experience with Excel, Word & Advent software Strong numbers orientation The ability to pass an extensive background check, including criminal history & credit checks We're looking for a team player with a strong work ethic and a great attention to detail! You'll be responsible for: Implementing analytical tools Analyzing performance to expected outcomes, as relates to portfolio accounting & investment returns Identifying systems & documenting errors Reporting findings & making recommendations To apply for this job, click here to fill out our online application (but don't forget to attach your resume at the bottom of the form!). You may submit your resume through Craigslist if you'd like, but you must still fill out our online application form. We are an Equal Opportunity Employer. Location: GIG HARBOR Compensation: $30.00 - $35.00/hour Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Senior Financial Analyst & Planner (Vancouver) 16 May 2012 at 11:58am Audigy Group LLC, a dynamic, vibrant, high energy multi-brand and multi-business company that is committed to empowering independent Audiology practitioners achieves true professional and financial success. The company was named the223rd fastest growing private company in the United States by Inc. 500 in 2009 and 823rd in 2010, in addition to recently being awarded a #19 ranking of the Fastest Growing Companies for 2010 by the Portland Business Journal. The Senior Financial Analyst, Financial Planning & Analysis (FP&A) is responsible for oversight of the development and maintenance of the methodologies used for organizational reporting to ensure the overall integrity of data throughout Audigy Group and its related companies. This role will be a key asset in the future growth of the organization. This individual will be a leading member of the FP&A team and will be spear-heading the organization's long-range financial forecasts, financial quarterly forecast, annual operational planning and budgeting process, financial/operating plan variance analysis and other special projects. S/he will provide financial consulting and strategic support to senior management including preparing various presentations, including financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis, statistical analysis, non-standard management reports, and other financial/operational analyses and projects requested by senior management. This role acts as the analytical engine of the company to provide insights, recommend best practices and courses of action, and support 'optimal' business decision making. The role will also participate in the assessment, evaluation and development of current and future financial systems and reporting tools & formats for management and the companies. Key responsibilities: • Develop, implement and maintain an effective planning and analysis capability that will provide senior leadership with appropriate analytical tools to establish goals and measure performance of the company's businesses. • Support the strategic planning process for the development of key strategic assumptions and drivers of the annual operating plan and annual budget for the company. • Oversee and manage the development and review of the annual operating plan, annual budget and financial forecasting processes. • Participate in the review and analysis of all monthly, quarterly and annual financial reports. • Develop and execute processes to allow for routine analytical reviews of company financial and operational performance against plans and budgets, leveraging analytical resources and tools. • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variances from annual plans and budgets. • Develop financial models and analyses to support strategic initiatives. Manage the on-going development of all financial modeling tools. Provide and oversee all ad-hoc reporting and analysis projects. • Analyze current and past trends in key performance indicators (KPI's) including all areas of revenue, cost of sales, expenses and capital expenditures. • Implement and work with a business intelligence tools and dashboard reports. • Improve performance results by evaluating business processes to create efficiencies and understand ROI in marketing programs, new services, services pricing and rollouts of new projects and initiatives. • Analyze complex operational and financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes. • Lead scenario modeling efforts for the development and growth of the various Audigy-related companies. Participate as a key thought leader for the senior management team, identifying business and financial priorities and influencing decision making. • Routinely communicate company financial and operational performance trends, historical and forecasted, utilizing appropriate metrics. Suggest trends, resulting implications, key actions, and strategic implications. Coordinate the capital spending review process for the company. • Supporting Senior Management Team and Departments heads with in-depth analysis as requested. • Prepare presentations and reports in support of owners', board of directors', senior management team and various management committee meetings. • Participate in the financial modeling and due diligence efforts related to any M & A activities of the companies as required. • Model potential changes to capital structure, acquisition and divestiture planning, owner returns as required. Required Skills: • Bachelor's Degree in Accounting or Finance; CPA -- Big 4 experience/MBA highly preferred • 8 - 10+ years' experience in Financial Planning and Analysis with progressive responsibilities • Strong leadership skills required. Experience in multi-company organization preferred. • Must possess advanced Microsoft Excel, Access and PowerPoint skills. • Must adhere to and demonstrate the highest standards of accuracy and precision, as well as be highly organized. • Significant experience in effectively leading and directing people. • Articulate with excellent verbal and written communication skills at all levels of the company. • Ability to present complex financial information in an easy-to-understand format. • Ability to think creatively & be highly-driven, self-motivated and self-directed. • Must be able to successfully organize/prioritize work, manage multiple tasks and projects and function effectively as a small-team member. • Demonstrated ability to roll-up sleeves and work with team members in a hands-on capacity • Ability to work effectively within in a highly multiple-team and a cross functional- team oriented environment. If you're interested in joining a winning and growing team, please apply here: https://careers-audigygroup.icims.com/jobs/1682/job Location: Vancouver Compensation: DOE Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Financial Analyst II (Kent, WA) 16 May 2012 at 2:29am REI offers a great work environment that balances hard work with time off to play. We offer an excellent compensation package, flexible benefits and outstanding retirement plan, incentive program, relocation assistance, a generous merchandise discount to help you enjoy your free time, and - most importantly - an environment where respect for the individual and team-work are our fundamental employee values. If this sounds like the place for you, read on to learn more about an exciting career opportunity at REI as our Financial Analyst II at our corporate headquarters in Kent, WA. We are just 20 minutes south of Seattle - and the parking is free. Imagine the impact you will have as you provide timely, convincing, relevant and technically sound financial analysis and recommendations that will assist end-users in evaluating corporate performance and support decision making. You will provide this support to senior management, retail, support center and distribution center managers and supervisors through performing financial analysis, management reporting, strategic planning, budgeting and by leading special projects. The Financial Analyst II often works independently with the Division they support, representing the Finance Department as a subject matter expert. Your Role and Responsibilities: * Develops ad-hoc financial analysis by identifying what information is needed, where the data can be found and how it should be compiled, analyzed & presented. * Assists in the set-up, creation and execution of annual budgeting & strategic planning processes. * Works with department managers to identify best practices for expense tracking and what metrics should be measured. * Produces budget justification analysis utilized by the Leadership to review, prioritize and make decisions on the proposed operating budget. * Assists in producing the monthly Board Packet, which includes a written review of the Income Statement, Balance Sheet, Working Plan and a Dashboard of other metrics. * Identifies financial impact of strategic objectives, which are to be factored into the five year strategic plan. * Compiles monthly reporting for each department that explains expense variances and solicits feedback for working plan purposes. * Works with HR & Senior Management in the development of incentive plans, auditing performance and calculating the actual results on a monthly basis. * Works with IT Project Managers and Business Analysts on major IT projects as the Finance representative, auditing the cost-benefit analysis and confirming with General Ledger team the appropriate identification of costs as Capital versus Expense. * Completes lease versus buy analysis on equipment & facilities. * Produces profitability analysis for proposed new investments, such as; new stores, expansions & relocations and tracks the actual result versus the proforma. * Prepares annual dividend analysis and produces projections on the potential sales impact of changes to the dividend policy. * Interacts with internal and external auditors, providing data and explanations on processes flows. REQUIREMENTS: - 3+ years of related experience in accounting/finance - Bachelor's degree in Finance or Accounting, preferred - Demonstrated ability to identify, analyze and objectively solve problems - Ability to present analysis and recommendations to senior level management in clear & concise format - Ability to be self-directed, work independently with little supervision and as an effective team leader - Advanced PC experience working with Windows, Microsoft Excel, Word and PowerPoint - Experience with Essbase and SAP financials preferred - Uses business knowledge, innovative thinking, and sound judgment in the solution of problems or the pursuit of business opportunities To Apply for this position, please CLICK HERE Location: Kent, WA Compensation: Competitive Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Financial Analyst (Kalama, WA) 16 May 2012 at 2:13am Emerald Performance Materials is a leading producer of polymers and performance materials that serve niche industrial end-market applications including the food and beverage, automotive, textiles and paper, personal care and household products, coatings and graphic arts, aerospace, and defense industries. Our company is poised for growth, building upon core businesses that have a long history in the markets we serve. We take pride in our reputation in supplying products that are often recognized as the benchmark in the industry for dependable technology, quality and service. Emerald is owned by an affiliate of Sun Capital Partners, Inc. For information on Sun Capital Partners, Inc., visit their website at www.suncappart.com. Duties/Responsibilities: • Function as the Western Hemisphere Financial Analyst with support responsibility to all commercial and marketing staff based in the Western Hemisphere. • Direct support responsibility to the Flavor and Fragrance (F&F) Vice President/General Manager. • Part of the Global FP&A group with department responsibility for the Annual Business Plan, Monthly Sun Deck and periodic business updates. • Perform ROI analysis for capital and investment projects. • Develop a robust understanding of the F&F supply chain and a working knowledge of the other product line supply chains. • Become an expert in end user customers for the F&F product line. • Become an expert in the competitive landscape of the F&F product line. • Work with the Financial Controllers, Sr. VP Finance and other staff finance personnel to determine the appropriate structure for data collection. • Help design and build the global data warehouse. • Perform ad hoc analysis as requested by the Director of FP&A. • Use the Pro’s Pricing analytics tool to challenge and support the commercial organization. • Perform monthly analysis of actual vs budget vs prior for the assigned areas of responsibility and develop meaningful commentary to facilitate corrective actions or recognize value added actions. • Interface with Corporate FP&A Manager on data requests and ensure timely submission of required information. Skills, Qualifications, Experience, Special Physical Requirements: • BS in Accounting or Finance from a four year university • 5+ years of relevant work experience • Advanced Microsoft Office skills • Prefer Hyperion, TM1 or other similar Enterprise Performance Management software experience • Prefer exposure to Business Intelligence Analytical tools • Intellectually curious • Prefer 2+ years manufacturing experience • Ability to react quickly to multiple requests Emerald offers a competitive benefits plan including medical, dental and vision insurance, life insurance, 401(k), tuition sharing and many other benefits and opportunities. Emerald offers a stimulating professional environment with excellent career growth potential. An Equal Opportunity Employer M/F/D/V If interested, please visit through our Employment page at www.emeraldmaterials.com. To Apply for this position, please CLICK HERE Location: Kalama, WA Compensation: Competitive Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Finance & BI Manager (Sales organization) (Redmond) 15 May 2012 at 11:30pm The job: We are looking for a financial/reporting analyst for an sales organization, with an understanding of sales, budgeting and spend vs. forecast to work with a locally based technology company. You will extract data from multiple sources and put together reports which are informative for management. You must be detail oriented and client services oriented professionals who is passionate about finance, reporting/analysis and BI. KEY SKILLS: • Financial reporting to support an sales organization • High level skill using Excel to analyze and present data • Use company database to pull data (MSSales experience required) • Knowledge of BI tools, and fundamentals • Pull data from a variety of sources into excel based reports • Run pipeline report, month end report etc and conduct data analysis • Understand budgets and spend vs forecast models QUALIFICATIONS/EXPERIENCE: • SQL knowledge strongly preferred • Bachelors degree in business or finance • 5 to 10 years of financial analysis and reporting experience • Basic understanding of SQL and strong working knowledge of Excel (vlookup, pivot tables, etc.) • 1+ year of experience with sales analytics a plus • Excellent verbal and written communication skills • Previous Microsoft FTE, V- or A- experience preferred. We are a 6000 people global IT consulting and outsourcing company. We build with creative solutions for our clients, and are on the edge of exciting breakthroughs in our field. Benefits: • Time off and Vacation: we offer 8 paid Holidays, 2 weeks vacation • Health Benefits: top quality health benefits. Plans have generous benefits and low deductibles, copays and out of pocket maximum's. Coverage includes: Medical, Dental, and Life. Location: Redmond Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. ZILLOW - Senior Financial Analyst (Downtown Seattle) 15 May 2012 at 6:04pm Zillow is currently recruiting for a Senior Financial Analyst to join Zillow's finance department. This role reports to the Director of Financial Planning and Analysis and is responsible for revenue forecasting across the Marketplace and Display categories, creating and consolidating departmental expense forecasts on both cash and accrual bases, assisting with the annual operating and capital planning processes, and long term strategic planning. Education Requirements: Bachelors Degree in Accounting or Finance Work Experience: * Minimum of 3 - 5 years working as a financial planning analyst at a mid-to-large sized technology or high growth company * Public company experience strongly preferred * Prior experience working for an internet or media company a plus Technical Knowledge/Skills: * Proficient in Microsoft Office applications, with advanced Excel skills required * Strong understanding of GAAP required to translate accounting treatment to actionable forecast projections * GP Dynamics and/or FRx experience preferred * Salesforce or other CRM software experience desirable * Google Analytics or similar traffic monitoring software desirable Job Requirements / Responsibilities: * This highly collaborative role requires an ambitious, proactive, and detail-oriented candidate with a proven track record of establishing business relationships across functions and levels * Manage monthly revenue and expense forecast processes in collaboration with department heads and other key stakeholders * prepare monthly financial close and forecast packages to track operating results versus budget, prior periods, and prior forecasts * Clearly communicate operating results and forecast projections to the management team * Create financial models to provide decision support around new revenue lines, business opportunities, and related growth drivers * Assist with the preparation of short and long-term operating and capital plans and associated presentation materials for management team, Board of Directors, and investor community * Evaluate new business partnerships, potential M&A opportunities, and other ad hoc projects as required PLEASE APPLY HERE: http://zillow.hrmdirect.com/employment/view.php?req=85558&& Location: Downtown Seattle Compensation: DOE: Great Benefits and Stock Options! Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Finance/Data Analyst vendor (v-) (Redmond) 15 May 2012 at 5:56pm General Skills: • Must have the ability to self-help/self-start and ramp up quickly on reporting tools/data sources and existing reports • Excellent Excel skills (including Visual Basics skills) • Strong analytical skills • Demonstrated expertise in reporting, data management, financial analysis, as well as project management (modeling skills a plus) • Excellent organization skills to manage work flow and timeline and other teams supporting the reporting process • Must be able to work on multiple projects simultaneously with delivery deadlines -- weekly, monthly, quarterly • Requires flexibility with reporting timelines (may need to pull in some hours during month ends, quarter ends) • Excellent verbal and written communication skills • Strong ability to gather information from/work with cross collaboration groups/stakeholders • Support ad hoc reporting requests for various/multiple customers MSFT Specific: • Intermediate to Advanced MSSales skills a must • Licensing program knowledge a plus • Pipeline tools/data source knowledge a plus • Annuity site tools/data source knowledge a plus • Segmentation tools/knowledge may be helpful • Mercury tools/knowledge may be helpful Ideal candidate will have heavy MSSales experience and also more analytics and BI (business insight ) experience with the ability to multi-project manage independently. Duration: Minimum six months (long term need on team) Target start date: Within the next few weeks Microsoft experience an absolute must have Location: Redmond Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Senior Credit Analyst (Bellevue (Negotiable)) 15 May 2012 at 5:15pm Banner Bank Senior Credit Analyst Bellevue, WA (Negotiable) Better Ideas, Better Banking Provide assistance to Commercial Loan Officers in the areas of credit analysis and credit approval for complex commercial loans of up to $30 million. Assist Capital Markets Group with management of a large portfolio of nationally syndicated credits. Investigate credit and financial information on prospective and existing customers. Independently analyze complex credits and develop credit proposals with a minimum of guidance. Requires thorough understanding of accounting, financial statement analysis and cash flow, along with an in-depth knowledge of credit investigations and collateral requirements. Oversee and manage financial files to assure accurate reports, statements, and collateral information. Monitor current accounts for payment progress. Establish and maintain lien perfection of various collateral. Bachelor's degree or equivalent experience in accounting, finance, or business. C.F.A. certification preferred. Two or more years experience as a Credit Analyst or demonstrated ability. Banner Bank offers competitive salaries, excellent benefits in a professional work environment. Banner Bank is an Equal Opportunity/Affirmative Action Employer. Pre-employment drug screens, credit checks and background reports are run on all final applicants. To view a full job description and apply online, visit our website http://www.bannerbank.com/AboutUs/EmploymentOpportunities/Pages/jobsearch.aspx?job=12.066 Location: Bellevue (Negotiable) OK to highlight this job opening for persons with disabilities Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Loan Analyst (Kirkland) 15 May 2012 at 3:55pm A bank that believes in you. Sterling Bank believes in building relationships with our customers and employees. We strive to create a working environment built on trust, where innovation and performance are rewarded. If this sounds like a place for you, we invite you to take a closer look at a career with Sterling. To learn more about career opportunities and submit your application, please visit www.bankwithsterling.com. Intervest, a subsidiary of Sterling Bank, was founded in 1987. Intervest is an income property lending office that originates income property loans primarily for correspondent life insurance company and other institutional CRE lenders, and then for Sterling's portfolio loan program. We're seeking new team members for our growing Intervest loan office in Kirkland, Washington for the following position: LOAN ANALYST Loan Analyst will be responsible for the preliminary underwriting of loan requests and drafting of loan recommendations as directed by Loan Officers. Assists Loan Officers in loan production functions. Essential Duties: • Analyze operating statements, operations data, financial statements on borrowers/guarantors, and rent rolls or other occupancy information on income properties. • Responsible for collecting property, operating and financial information from borrowers, reviewing property types, the nature of borrowing entities, and history of loans. • Prepare loan request packages to lenders and quote summary sheets to borrowers as needed. Draft loan applications and letters of interest for Loan Officers (if applicable). • Prepare risk rating classification summaries. • Prepare loan write-ups or risk ratings based on property and market information and make recommendations on loan structuring. Assemble photographs, aerials, maps, rent rolls, operating statements, financial statements and other information in preparation for approval requests. • Responsible for referring to or ordering required 3rd party reports. Review and analyze leases. Prepare lease abstracts if necessary. • Analyze appraisals, property condition/environmental/seismic/title reports, surveys, construction plans, and other related documents received regarding income properties which are proposed security for loans. • Perform physical inspections of, and photograph, properties which are proposed security for loans. Tour neighborhood, adjoining properties, and comparable properties. Address concerns with property manager or borrower as necessary. Education, Skills and Knowledge: •Bachelor's Degree in Finance, Business, or other related area required. • Up to 1 year of related lending experience required. Demonstrate an understanding of income producing real estate and applicable real estate laws, notes, and deeds of trust. • Knowledge of financial and operating statements, leases, rent rolls, and tax returns. • Knowledge of math and techniques involved in analysis of various income property financial data. • Knowledge of how commercial real estate is underwritten. • Possess strong analytical, organizational, interpersonal, and customer service skills. Excellent written and verbal communications skills required. Benefits As a Sterling Bank employee, you can feel confident that your health and well-being are among our highest priorities. We offer a comprehensive, flexible employee benefits package that includes a competitive compensation package, medical/vision and dental coverage, an employer-matched 401(K) savings and much more. We invest in our employees futures by developing leaders and providing many opportunities for professional development. We are an equal opportunity employer committed to providing a diverse and inclusive work environment. To learn more about career opportunities and submit your application, please visit www.bankwithsterling.com. **No recruiters, agencies, third-party agents, or consultants, please- only direct applications from candidates. Member FDIC Equal Housing Lender Location: Kirkland Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Cost Accountant (Seattle/Magnolia) 14 May 2012 at 8:07pm Growing Telecom power integration firm in the Ballard/Magnolia area is looking for a motivated and responsible individual to help us as Cost Accountant and Financial Analyst. The selected individual will commence work as a temporary employee then moving into a permanent, full time role after completion of a 90 day period to evaluate performance and ensuring proper fit. This position will report directly to the CFO. Scope of work includes but is not limited to: Cost Accounting: -Ensure proper and current costing for all inventory materials (currently average cost method) to eliminate under costing of materials - Determine (non-existent now) proper cost of labor and overhead allocation as part of the overall costing and pricing calculations -Work closely in collaboration with Inside Sales Department and all Sales representatives to ensure proper costing and minimum desired gross margin when they prepare quotes to customers -Direct communication with field installers and project managers to ensure that all costs incurred in the field are properly documented with itemized invoices/receipts and that every cost has a sales order number associated with it -You will work intimately with manufacturing and R&D to track program costing and overall profitability. -Review and analyze inventory and margin reports, conduct research and perform analytical studies in regards to cost analyses and profitability by sales order -Analyze cost accounting data and assist with cycle count/physical inventories -Prepare detailed account analysis and reconcile sales, cost and inventory, liability accounts by customer type and by division -Maintain internal control documentation and test internal controls -Support and assist internal department reporting requirements such as audit schedules, tax schedules and others -Ensure timely submission, accuracy and validity of inventory, gross margin schedules to management -Assist in month-end closing, prepare journal entries as necessary, analyze inventory evaluation, inventory roll forward -Work in special projects as required Financial Analysis (part of the job): -Prepare, analyze and report weekly, monthly, quarterly gross margin analysis by sales order and by customer type for management to decide effort and focus. The analysis may include but is not limited to: a)Costing analysis b)Pricing analysis c)Contribution Margin analysis per location, per sales order d)Gross Margin Analysis per location, per sales order e)Cost Control Analysis and recommendations Minimum qualifications for the job: Bachelor's degree in Accounting/Finance Minimum of three (3) years of well proven and successful cost accounting performance Manufacturing industry background preferred Ability to apply knowledge of GAAP & Cost Accounting Standards Must be able to adapt to new and different computer programs and software to enable efficient data gathering and analysis Ability to research, compile, analyze and interpret data Good written, verbal communication and collaborative skills Proficiency in Excel and Microsoft Office products Ability to analyze and reconcile complex accounts and reserves Strong organizational and communicational skills Detail oriented Ability to work independently under minimal supervision You must work well under pressure, be a team player, and follow instructions with minimal direction. If you have the above experience and can pass a background check, please send me your resume. Must be okay with being pulled in many directions on a daily basis and must be okay working under stressful circumstances. We are extremely busy and need people who can think on the fly, who are detail-oriented, and who can multi task with constant distractions. INCLUDE "Cost Accountant and Financial Analysis" IN THE SUBJECT LINE AS WE HAVE SEVERAL DIFFERENT POSTINGS. Interested parties please submit your resume ASAP; we are looking to hire the right candidate right away! Background check required - NO felonies or misdemeanors Location: Seattle/Magnolia Compensation: DOE Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Financial Analyst (Renton, WA) 14 May 2012 at 11:17am About the Company: Convergent Outsourcing, Inc. (COI) is part of the CRI family of Accounts Receivable Management agencies. As an entity, and combined with all of the CRI companies, we are among the oldest, largest, and most technologically advanced collection service providers operating in the U.S. Today. Convergent Resources, Inc. (CRI), Atlanta, GA, our parent company is, collectively, one of the eight largest agency organizations in the country with nearly 2,000 employees and a coast-to-coast presence with offices throughout the United States. Founded in 1950, COI employs 2,000+ professionals in six call centers, providing consumer accounts receivable management services along with inbound call center operations. Our client base includes many of the most well known and largest consumer businesses in the country. The COI team has years of experience in the skills that drive performance. COI advantages include extraordinary operational knowledge, national system redundancy capabilities, and leading edge database tools which help deliver consistent competitive performance. Summary: The Senior Financial Analyst will play a key role in developing and maintaining processes used in the weekly forecasting of the company's operating results and related variance analyses. This will require a deep understanding of the business as well as strong communications skills to work effectively with Operations in multiple locations to develop and monitor forecasts on an ongoing basis. This position will also work closely with both Operations and Accounting to facilitate budget preparation, client-level reporting and other analytical reviews. Reports to: Vice President of Finance Duties and Expectations: • Faceplate/Forecast Integration • Budget preparation and review • Payroll Analysis and hours forecasting • Capex monitoring, forecasting and analysis • Client Profitability and other client-level reporting • Ad Hoc Reporting • Production Reporting (Rev per FTE, per hour, per workstation, etc.) • Variance Analysis and Reporting • Expense Monitoring and Analysis (Postage, Telecom, Travel) • Sales analysis -- assisting sales team in preparing new business "yea or nay" workups, along with post-mortem analysis of what went well and what went wrong (i.e. pricing too low, costs too high) Skills and Experience: • Bachelor's degree in Accounting or Finance; CPA is a plus • Three to five years of experience demonstrating progressive responsibility and direct hands on experience performing financial analysis • Advanced skills in Excel; experience with Oracle and/or Access is a plus • Advanced Powerpoint skills • Excellent oral and written communication skills • Ability and willingness to communicate at levels and across all disciplines • Strong problem solving and analytical skills • Ability to work under pressure and meet critical deadlines PLEASE SUBMIT YOUR RESUME TO OUR WEBSITE AT www.convergentusa.com Location: Renton, WA Compensation: $45k + DOE Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Senior Financial Analyst (Seattle, WA) 11 May 2012 at 11:35am Planned Parenthood of the Great Northwest Sr Financial Analyst This is a full time position in Seattle, WA Position Summary: The financial analyst assists in developing, communicating and monitoring the operational and financial projections and results of proposed or existing products and programs. Provides data mining and collection, financial analysis, report writing and other related activities to assist in the decision making, management, planning for proposed and existing products and programs. Essential Functions: Supports the preparation and analysis of business plans, financial projections, models and tools to project and track financial impact, support decision making, and determine grant needs for new and existing programs and projects; builds and maintains financial reports; builds financial models; performs ad hoc analysis for new initiatives. Major Responsibilities: Works closely with and across department leadership and operational staff on a wide range of financial and operational issues and serves in a critical role of developing and tracking department key performance measures and projects. Assists in the definition of proposed projects and programs, including what, where, when, mode, and scope. Interviews for, discusses, determines and or reviews assumptions relevant to proposals to ensure reasonableness, consistency, and completeness to other known conditions and appropriateness to project. Verifies assumptions against market trends, internal and other external information. Collects relevant data regarding proposed or existing products or programs, including historical trends and impacts, industry information and market analysis. Obtains internal and external reimbursement and cost information as necessary for analysis. Prepares financial projections or models of prospective products or programs, incorporating information and data gathered, assumptions made, operational impact and organizational cost information. Summarizes results of analysis into numerical financial reports, budgets, graphical presentations, narrative reports, presentations or business plans for use by staff, management, Board, grantors, donors, lenders, or others as needed in negotiations, decision making, implementation or assessment. Communicate results as needed and in form needed. Performs statistical or financial return calculations including benchmark analysis, price and volume variance analysis, pay back periods, rates of return or other appropriate measures of product or program success. As appropriate assess outcomes other than financial returns independently or with assistance or as assistance to program staff. Identifies, documents, and assesses risks and opportunities associated with proposed or existing products or programs. Assists leadership team in reviewing, understanding and utilizing information derived from analysis in the process of decision making of go or no go decisions on products or programs. Prepares communications regarding results of analysis and decisions to proceed or not. Reconciles projections to actual results post implementation, providing operational summaries and conclusions as to effectiveness and profitability of products or programs. As needed, prepares and monitors various non-financial and/or financial statistics of Agency performance, including evaluative benchmarks and rating from external entities. Performs ad hoc analysis for new initiatives, builds financial models that look at sensitivity and incremental cost / benefit decision analysis, completes PowerPoint decks and presents findings to operational and financial leadership. Prepares various cost analysis of products, projects, regions or other units assigning direct and indirect cost to various aspects of actual or proposed operations. Provides backup and team support to other members of the finance department in analysis, implementation, documentation and other support to the Agency. Maintains organized storage and portfolio of analyses for future review, reference, implementation, modeling of similar projects. Assists CFO and Agency leadership in the design and documentation of a process for prioritizing and analyzing various ideas for improvement, implementation or cessation of existing or new products or programs as submitted by employees, management, the Board, grantors, funders, or appropriate others. As required assists in the Agency budget process, preparing financial analysis, assumption documentation, and impact analysis. Affiliate wide expectations: Adheres to the PPGNW code of conduct and all policies, procedures and protocols. Demonstrates and maintains a high degree of professionalism. Supports and acts in accordance with the PPGNW customer service standards. Values continuous learning and seeks ongoing training and development. Demonstrates and models diversity awareness. Supervisory Responsibilities: None required Educations: BS or BA degree in finance, accounting, economics or related field. Experience: 2-4 years experience developing, evaluating, managing, and monitoring analyses, models, projections and/or business plans, including use of statistical, cost, and profitability analysis. Data mining experience Health care experience is a plus. Skills: Strong technical and financial knowledge, including experience creating complex financial models and efficiently communicating data and results to inform sound strategic decisions. Strong interpersonal skills and excellent written and oral communication skills, including the ability to interview, extract and analyze appropriate data to convey statistical, operational and financial results through the used of supporting tables, graphs and other visual representations. Demonstrated proficiency and experience using a wide range of MS Office products including Word, Excel, Access, and other software applications; Sequel experience Demonstrated ability to assess priorities, to manage multiple projects simultaneously, and work well under pressure. Ability to work with extremely close attention to details and to be highly analytic Ability to maintain confidentiality of sensitive information. Ability to work both independently and as part of a team across multiple departments Ability to work projects with ambiguity or limited instructions Advanced skills in Excel and PowerPoint Intermediate skills in SQL and VBA Advanced financial modeling skills EOE Please apply at www.ppgnw.org/jobs Location: Seattle, WA Compensation: DOE This is at a non-profit organization. Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Senior Financial Analyst (Seattle) 10 May 2012 at 4:55pm Summary As the Senior Financial Analyst, you provide budgeting, trending, and financial analysis for Teague. This role will provide analytical support and have responsibilities including expense forecasting, productivity metric reporting, implementing new processes, and communicating business cost drivers to the Senior Leadership team. Essential Qualifications • Liaison between Nair & Co, Teague GmbH, and Walter Dorwin Teague Associates Inc. • Reviews monthly financials for Teague GmbH • Responsible for stock plan management i.e. Sept purchase process, purchase, repurchase and reporting • Lead and manage corporate stock program and annual employee stock purchasing program • Prepares construction agreements for facilities • Responsible for updating daily cash forecast and distributing to management • Responsible for posting accounts receivable WIP entries each period • Responsible for revenue review and analysis each period • Reviews trend analysis each period based on trend and budget • Responsible for period end and year end closing for general ledger • Prepares period end financial reports and distributes to upper management • Assist in the annual budget process for determining revenues, expenses and capital expenditures and performing any re-forecasts to help ensure that actual performance meets or exceeds budget • Conducts financial analysis projects and statistical studies, including, but not limited to analyzing daily, weekly, and monthly reports for all divisions and identify trends • Prepares special projects/reports as needed and substitutes for other staff as needed or assigned Education/Experience • A Bachelor's degree from an accredited college or university with course study in accounting, business administration or a related field • MBA/CPA or similar credentials preferred but not required • Seven years plus of accounting/finance experience Please apply at www.teague.com Location: Seattle Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Investment Banking Analyst (Seattle) 10 May 2012 at 3:56pm A leading regional financial services company is seeking an Analyst to join their Investment Banking Group in Summer 2012. The firm provides integrated brokerage, capital markets, money management, trust and wealth management services. This is an incredible opportunity for soon-to-be college graduates and recent grads to break into a career in a front-office, lucrative role. Job Description: Analysts work on multiple projects and transactions at any given time, with general responsibilities including producing analytical work for clients and supporting the deal process from origination to execution. Specific responsibilities include: * Analyzing data and presenting conclusions * Analyzing companies' financial and operational performance * Building financial models depicting a company's historical and future results * Writing offering memorandums describing a company's strategy and growth prospects * Helping clients achieve their financial and strategic objectives Qualifications * Bachelor's degree in business, economics, mathematics or related fields required * Idea candidates have at least 3.5 GPA * Strong skill-set of Microsoft Office, especially Microsoft Excel and Microsoft PowerPoint * Strong quantitative, analytical, communication, writing and interpersonal skills * Outstanding organizational skills and attention to detail * Ability to operate under pressure Interest candidates apply at http://smarterer.com/skillsets/join?t=FwfEOEbq to demonstrate your proficiency in various tools. Candidates who can hit the ground running are highly favored. You can submit you resume on the website. Location: Seattle Compensation: Competitive base + bonus Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Mobile Financial Analyst, Big Fish Games (Lower Queen Anne, Seattle, WA) 9 May 2012 at 5:10pm At Big Fish Games, we offer thousands of easily accessible games that allow our customers to relax, have fun, and feel good. The Big Fish platform now includes Mac, PC, online, mobile, social, and console games, developed both in house and in partnership with more than 500 game developers around the world. Our team is located throughout the world, including our headquarters in Seattle, and our offices in Oakland, California, Vancouver, Canada, Cork, Ireland and Luxembourg. We release A New Game Every Day!® and publish the industry's leading casual game brands. Since our founding in 2002, we have distributed more than 1 billion premium casual games across numerous genres to customers in more than 150 countries and 10 languages. We are looking for a highly motivated individual to prepare extensive financial analyses for our mobile teams. Duties include budgeting, forecasting, modeling and preparing operating metrics. The Senior Financial Analyst will report to the Director of Financial Planning and Analysis. Responsibilities: Full responsibility to create, maintain and update the mobile financial models including full P&L, applicable departmental budgets and staffing model. Reviewing department budget submissions for accuracy and appropriateness, working with managers to develop budgets and resolve issues with submitted information. Prepare monthly variance analysis comparing actual results vs. forecast vs. plan Prepare analysis of the lifetime value of our mobile customers and make recommendation of what our targeted cost to acquire a customer should be Assist in month end closing process, compile internal monthly financial, management dashboards, and other ad-hoc reports Work with the business to define and track key business and financial metrics Work closely with the Financial Systems team to streamline reporting needs as well as collection and analysis of data from external parties Other projects as needed Skills, experience and educational requirements: Bachelor's Degree in Finance or Accounting 4+ years work experience in a similar finance\accounting role Proficiency with Microsoft Excel a must Strong spreadsheet, data-management, and presentation skills Excellent problem solving/analytical skills with a high level of accuracy Extremely organized with the ability to work on and manage multiple projects within tight time lines Ability to interact well with all levels within the organization Comfortable in a dynamic, fast-paced environment Come be the next Big Fish in the Pond! Click here to apply. Location: Lower Queen Anne, Seattle, WA Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Benefits Analyst (Seattle) 9 May 2012 at 3:45pm The Benefits Analyst will contribute to the Company's success by administering the firm's benefits programs in North America (US, Canada). The successful candidate will be able to demonstrate an ability to coordinate across the HR organization, helping develop a coordinated approach to benefits management, oversight and governance. The Benefits Analyst will work directly with the Benefits Manager and other members of the Global Total Rewards Team. Responsibilities: - Have primary responsibility for the administration of designated programs, including but not limited to the Firm's US and Canadian retirement, health, life, disability, leaves of absence, and other benefits and perquisites. - Build and maintain strong working relationships with internal clients including HR, Finance & Legal departments, as well as outside vendors. - Manage transactions with external vendors and help resolve escalated benefit issues. - Answer associate questions and resolve issues as they relate to benefit plans and policies. - Provide financial metrics and perform cost analysis of benefit options. Coordinate audits with vendors as appropriate. - Assists with annual open enrollment process including drafting communications, coordinating benefits fair, and assisting associates with questions. - Coordinate benefits survey participation/purchase and use survey data in conjunction with internal analyses to prepare appropriate recommendations for change. - Assist in the preparation of benefits-related communication pieces such as brochures, plan documentation, and other associate communications. Qualifications: - Strong MS Excel skills as well as ability to organize materials effectively to build a business case for action. - Excellent written and verbal communication skills with the ability to interact with all levels of the organization. - Direct experience in benefits administration and/or progress toward a relevant professional qualification. - 4 year college degree in Accounting, Mathematics, Business, Finance, or a related field. Master's Degree preferred. CEBS qualification a strong plus. - Systems or applications used: MS Office (Outlook, Excel, Word, PowerPoint) Interested candidates please apply at http://smarterer.com/skillsets/join?t=nnMdxkMw. Submit your resume on the website and spend a few minutes demonstrating your skills in various tools. Location: Seattle Compensation: Competitive Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Business & Finance Analyst (Seattle, WA) 7 May 2012 at 5:10pm Pioneer Industries a division of Pioneer Human Services is currently recruiting for Business & Financial Analyst. This is a newly created position and key to the business of the organization. This position reports to the Director of Strategic Development. Pioneer Human Services (PHS) is a nationally recognized statewide non-profit organization with over 50 locations providing an integrated array of services to include employment and training, chemical dependency treatment, mental health counseling and corrections service The incumbent will be responsible for performing business and financial analyses in support of the Enterprise Group. The successful candidate will act as a key support to the division by translating data into actionable business information for key executives. Typical duties Calculate, verify, reconcile and report Key Performance Indicator and financial metrics Prepare and organize financial data for enterprise and singular business lines Develop charts, graphs and tables utilizing Excel and other software Develop in-house analytical tools to track Measurements Proactively monitor Key Performance Indictors and financial metrics Develop trend analysis and trend reporting Key Performance Indicators Prepare monthly, quarterly and annual performance target reports Maintain a high degree of accuracy in data input and reporting Complete reports in a timely manner allowing time for review and/or modifications Education and Experience Bachelor's degree in Business, Finance or a related field with an MBA desirable although not required Five (5) plus years of progressively responsible Business/Finance Analyst experience desirable although not required Demonstrated experience in developing, presenting, understanding and interpreting statistical data Considerable knowledge of managerial accounting Knowledge of the principles and practices of operations management Required Successfully complete the company's pre-employment drug screen and background check A valid Washington state driver's license Application Process To apply for this opportunity please submit your resume and cover letter to: jobs@p-h-s.com To learn more about Pioneer Human Services www.pioneerhumanservices.org Location: Seattle, WA Compensation: Depends on experience This is at a non-profit organization. Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. REVENUE CONTROLLER - Online Advertising (Bellevue, WA) 7 May 2012 at 4:54pm Revenue Controller (Full Time Position) Founded in 2004, Guppy Media (guppymedia.com) is Guppy Game Inc's online media and advertising division. With thousands of web publishers located worldwide, as well as hundreds of interactive advertiser relationships, Guppy Media is a recognized leader in the affiliate marketing, social media and interactive direct response marketing world as a whole. We are looking for a passionate, multi-talented and enthusiastic Revenue Controller to join our rapidly growing management team. Candidate must be a self-directed team player with the ability to communicate well, juggle multiple projects, proactively solve problems, deliver against tight-deadlines in a fast paced environment, and hit the ground running. As a revenue analyst, you will play a key role in improving Guppy Media's cash flow and profitability from online media sales operations. You will work closely with stakeholders in Sales and Marketing to develop key financial models and performance analysis regarding online advertising products. Additionally, you will be responsible for all administrative aspects of accounts receivable from online advertisers. Location: Guppy MediaInc 12443 Bel-Red Rd, Suite 320, Bellevue, WA Required Knowledge and Skills: • Bachelor's degree in Finance or Accounting • Strong knowledge in online marketing and advertising • Strong knowledge of all aspects of billing and accounts receivable processes. • Strong analytical and problem solving skills. Ability to evaluate, recommend and develop processes. • Excellent interpersonal and communication skills needed, including the ability to communicate complex procedures clearly and concisely, both orally and in writing. • Strong PC and systems skills (billing systems) and working experience with major software applications for PCs. • Establish effective follow up processes. Compensation: • Competitive salary with full medical benefits Work Environment and Physical Demands: • General office environment: no special physical demand required • No travel requirement • Ability to occasionally work beyond established office hours during busy times of the year • Open and casual work environment How To Apply: • To apply please send resume and cover letter to hr @ guppygames.com. Please put "2012 Revenue Controller" in the subject field of your message. No phone calls or Fax, please. Location: Bellevue, WA Compensation: Competitive market rate OK to highlight this job opening for persons with disabilities Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Senior Accountant/Financial Analyst -- Make a Difference! (Seattle) 7 May 2012 at 3:56pm Are you tired of working for "The Man" and ready to put your experience to use for a better cause? Join this unique but sophisticated, not for profit organization, continue to be challenged AND feel good about what you do. Responsibilities Include: • Maintain chart of accounts and assign codes in accordance with company requirements. Prepare and review year-end closing process and work as acting chief liaison with external auditors/tax preparers. • Coordinate the development of annual and ad hoc budgets. Assist budget owners in preparation. Load and maintain budget information in ERP system. Monitor budgets against actual throughout the year. • Communicate with Controller and CFO regarding financial matters; provide information and technical support in the development and/or revision of policies and regulations. • Prepare and design complex financial reports for internal reporting and for oversight committees. Plan and monitor timelines to meet strict deadlines in reporting requirements. • Research and analyze financial data for internal and external reporting. Create, organize, and maintain files using database and spreadsheet programs; retrieve and organize data into required reporting formats; collect, retrieve and organize data to identify financial discrepancies and resolve inquiries; recommend solutions ensuring that corrections or changes are implemented properly. Desired Qualifications: •Bachelors degree in accounting/finance •Advanced Microsoft Excel skills and experience with Tier 1 or 2 ERP system. •5+ years of progressive experience as an accountant &/or analyst •Knowledge of GAAP and proven ability to research, apply and document this knowledge where applicable •Ability to work successfully and effectively in a collaborative environment •Must be able to explain complex financial issues and summarize the information in a clear and easily understood manner both verbally and in writing Location: Seattle Compensation: Competitive compensation & benefit plan Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Experienced or Entry-Level Financial Advisor (Bellevue, WA) 18 May 2012 at 10:04am Pacific Capital Resource Group, Inc. is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing the assets of thousands of individuals and businesses in the Puget Sound region. We are seeking high caliber individuals who will succeed in a fast paced, dynamic environment. Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value. We provide superior support and compensation for entry-level advisors and experienced Financial Planners. Job Description To assist up-scale and emerging up-scale individuals to meet long-term financial goals such as retirement, college tuition, and estate planning, with heavy emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. Also, design and implementation of 401(k) and other retirement plans, with special emphasis on Selective Benefit Plans for highly compensated employees and owners. Training program leads to Certified Financial Planner and/or Chartered Financial Consultant designation(s). Salary plus commission plus bonuses. Full benefits. Job Requirements Bachelors degree or higher; financial services, finance, economics, business administration, accounting or Law preferred. Track record of success in academic and/or career endeavors. Can handle long hours and rigorous training. Impeccable character: All applicants will be subject to extremely thorough background checks, including criminal and credit checks. Applicants must have lived in the greater Puget Sound area for three years or more. Carly Goosman Director of Recruiting Pacific Capital Resource Group, Inc. 10900 NE 8th Street, Suite 1550 Bellevue, WA 98004 425-641-8788 Ext. 269 recruiter@pcrg.com www.pcrg.com A2JC-0510-03E2 Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK) a Registered Investment Advisor, member FINRA/SIPC. Pacific Capital Resource Group, Inc. is independent of Hornor, Townsend & Kent, Inc. and is a licensed insurance agency. Carly Goosman is independent of HTK Location: Bellevue, WA Compensation: DOE Principals only. Recruiters, please don't contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests. Senior Financial Analyst & Planner (Vancouver) 16 May 2012 at 11:58am Audigy Group LLC, a dynamic, vibrant, high energy multi-brand and multi-business company that is committed to empowering independent Audiology practitioners achieves true professional and financial success. The company was named the223rd fastest growing private company in the United States by Inc. 500 in 2009 and 823rd in 2010, in addition to recently being awarded a #19 ranking of the Fastest Growing Companies for 2010 by the Portland Business Journal. The Senior Financial Analyst, Financial Planning & Analysis (FP&A) is responsible for oversight of the development and maintenance of the methodologies used for organizational reporting to ensure the overall integrity of data throughout Audigy Group and its related companies. This role will be a key asset in the future growth of the organization. This individual will be a leading member of the FP&A team and will be spear-heading the organization's long-range financial forecasts, financial quarterly forecast, annual operational planning and budgeting process, financial/operating plan variance analysis and other special projects. S/he will provide financial consulting and strategic support to senior management including preparing various presentations, including financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis, statistical analysis, non-standard management reports, and other financial/operational analyses and projects requested by senior management. This role acts as the analytical engine of the company to provide insights, recommend best practices and courses of action, and support 'optimal' business decision making. The role will also participate in the assessment, evaluation and development of current and future financial systems and reporting tools & formats for management and the companies. Key responsibilities: • Develop, implement and maintain an effective planning and analysis capability that will provide senior leadership with appropriate analytical tools to establish goals and measure performance of the company's businesses. • Support the strategic planning process for the development of key strategic assumptions and drivers of the annual operating plan and annual budget for the company. • Oversee and manage the development and review of the annual operating plan, annual budget and financial forecasting processes. • Participate in the review and analysis of all monthly, quarterly and annual financial reports. • Develop and execute processes to allow for routine analytical reviews of company financial and operational performance against plans and budgets, leveraging analytical resources and tools. • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variances from annual plans and budgets. • Develop financial models and analyses to support strategic initiatives. Manage the on-going development of all financial modeling tools. Provide and oversee all ad-hoc reporting and analysis projects. • Analyze current and past trends in key performance indicators (KPI's) including all areas of revenue, cost of sales, expenses and capital expenditures. • Implement and work with a business intelligence tools and dashboard reports. • Improve performance results by evaluating business processes to create efficiencies and understand ROI in marketing programs, new services, services pricing and rollouts of new projects and initiatives. • Analyze complex operational and financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes. • Lead scenario modeling efforts for the development and growth of the various Audigy-related companies. Participate as a key thought leader for the senior management team, identifying business and financial priorities and influencing decision making. • Routinely communicate company financial and operational performance trends, historical and forecasted, utilizing appropriate metrics. Suggest trends, resulting implications, key actions, and strategic implications. Coordinate the capital spending review process for the company. • Supporting Senior Management Team and Departments heads with in-depth analysis as requested. • Prepare presentations and reports in support of owners', board of directors', senior management team and various management committee meetings. • Participate in the financial modeling and due diligence efforts related to any M & A activities of the companies as required. • Model potential changes to capital structure, acquisition and divestiture planning, owner returns as required. Required Skills: • Bachelor's Degree in Accounting or Finance; CPA -- Big 4 experience/MBA highly preferred • 8 - 10+ years' experience in Financial Planning and Analysis with progressive responsibilities • Strong leadership skills required. Experience in multi-company organization preferred. • Must possess advanced Microsoft Excel, Access and PowerPoint skills. • Must adhere to and demonstrate the highest standards of accuracy and precision, as well as be highly organized. • Significant experience in effectively leading and directing people. • Articulate with excellent verbal and written communication skills at all levels of the company. • Ability to present complex financial information in an easy-to-understand format. • Ability to think creatively & be highly-driven, self-motivated and self-directed. • Must be able to successfully organize/prioritize work, manage multiple tasks and projects and function effectively as a small-team member. • Demonstrated ability to roll-up sleeves and work with team members in a hands-on capacity • Ability to work effectively within in a highly multiple-team and a cross functional- team oriented environment. If you're interested in joining a winning and growing team, please apply here: https://careers-audigygroup.icims.com/jobs/1682/job Location: Vancouver Compensation: DOE Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Student Finance Planner - Associate (Temporary Position) - Req# 124571 (Tacom... 15 May 2012 at 3:35pm About Corinthian Colleges, Inc. If you're looking for an exciting opportunity with a robust company committed to changing students' lives and doing the right thing, Corinthian Colleges, Inc. is the place for you. As one of the largest post-secondary education companies in North America, we are on the cutting-edge of the industry and forging ahead into a new era of leadership, growth and innovation. We currently operate more than 100 campuses through Everest College, WyoTech and Heald College and are dedicated to delivering on the promise to our students. At CCi you'll work with impassioned employees and have the support you need to make great things possible. General Job Description: Under general supervision, this position works with new students and is responsible for conducting student financial interviews, financial options counseling, and intake processing to ensure complete and accurate financing of student educational expenses. Perform needs analysis, provide financing documents, and generate tentative award letters for all new students enrolling into the institution's program. Process all forms in accordance with State/Federal regulations and Company policies and procedures. This position serves as a liaison between Admissions and Student Finance. Observe and adhere to all Company polices and best practices. Exercise limited judgment and discretion in decision-making; a majority of problem solving is based upon following standard practices and procedures. Job Responsibilities: • Conduct preliminary financing interviews with new students. • Provide students with accurate information regarding application process, loan counseling and their eligibility for State/Federal financial assistance, alternative financing, contracts and/or institutional payment plans. • Inform students of their financial obligation, the institution's financial aid options, and financial policies and procedures as related to their educational expenses. • Determine Title IV eligibility through an approved needs analysis Financial Aid software system for students requesting Financial Aid. • Advise students of their obligation to provide accurate information and the potential consequences related to their application and funding process. • Review financial applications and disclosure statements for completeness and accuracy. • Track and maintain file intake completion throughout the enrollment process for all students interested in applying for financial aid, and update approved tracking system for new applications and missing documents to allow for timely follow up and completion in accordance with Company policies and procedures. • Update appropriate systems to ensure the timely processing, funding, billing and collections of the package selected. • Monitor and follow up on the status of all pending student loan documents (federal, state or credit) in order to maintain an accurate accounting of each student's financial aid package through first disbursement. • Provide customer service and answer student inquiries regarding financial status. • Attend and successfully complete all training for this position, as required at any time by the Company. • May participate in new student orientations, as applicable. • Perform other duties and responsibilities as assigned. Key Behaviors: • Dependability: Responds to requests for service and assistance • Teamwork: Balances team and individual responsibilities • Decision Making: Displays willingness to make decisions • Communication: Effectively communicates with others • Time Management: Is able to complete all job requirements in allotted time • Work Ethic: Displays an organized and results-oriented approach, and motivation to perform without extensive direction • Accuracy: Displays high quality of work and level of accuracy Job Requirements: • Minimum 1 year customer service, sales or financial services experiences • Demonstrated ability to fulfill Company Key Behaviors • Excellent presentation skills • Requires some college coursework • Knowledge of Microsoft Office Suite: Word, Excel, Outlook • Ability to work assigned/flexible hours necessary to complete the job on a weekly basis • Must pass background check and credit verification Please apply at: http://www.cci.edu/careers Click on campus positions and enter 124571 in the job number box. Location: Tacoma, WA Compensation: DOE Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Investment Banking Analyst (Seattle) 10 May 2012 at 3:56pm A leading regional financial services company is seeking an Analyst to join their Investment Banking Group in Summer 2012. The firm provides integrated brokerage, capital markets, money management, trust and wealth management services. This is an incredible opportunity for soon-to-be college graduates and recent grads to break into a career in a front-office, lucrative role. Job Description: Analysts work on multiple projects and transactions at any given time, with general responsibilities including producing analytical work for clients and supporting the deal process from origination to execution. Specific responsibilities include: * Analyzing data and presenting conclusions * Analyzing companies' financial and operational performance * Building financial models depicting a company's historical and future results * Writing offering memorandums describing a company's strategy and growth prospects * Helping clients achieve their financial and strategic objectives Qualifications * Bachelor's degree in business, economics, mathematics or related fields required * Idea candidates have at least 3.5 GPA * Strong skill-set of Microsoft Office, especially Microsoft Excel and Microsoft PowerPoint * Strong quantitative, analytical, communication, writing and interpersonal skills * Outstanding organizational skills and attention to detail * Ability to operate under pressure Interest candidates apply at http://smarterer.com/skillsets/join?t=FwfEOEbq to demonstrate your proficiency in various tools. Candidates who can hit the ground running are highly favored. You can submit you resume on the website. Location: Seattle Compensation: Competitive base + bonus Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Loan Officer (Kirkland) 9 May 2012 at 12:25pm A bank that believes in you. Sterling Bank believes in building relationships with our customers and employees. We strive to create a working environment built on trust, where innovation and performance are rewarded. If this sounds like a place for you, we invite you to take a closer look at a career with Sterling. To learn more about career opportunities and submit your application, please visit www.bankwithsterling.com. Intervest, a subsidiary of Sterling Bank, was founded in 1987. Intervest is an income property lending office that originates income property loans primarily for correspondent life insurance company and other institutional CRE lenders, and then for Sterling's portfolio loan program. We're seeking new team members for our growing Intervest loan office in Kirkland, Washington for the following position: LOAN OFFICER Loan Officer will originate income property loans in the Puget Sound region and the State of Washington primarily for correspondent life insurance company lenders and other institutional CRE lenders, and then for Sterling's portfolio loan program. Essential Duties: • Establish and build a client base for ongoing new loan originations -- to include development of a disciplined marketing plan • Responsible for originating permanent loans for established life insurance company lender and other institutional CRE lenders relationships and secondarily for originating portfolio loans. • Analyze and pre-screen loan requests, structure financing to the lenders' requirements, negotiate loan applications, prepare and present loan requests for approval. Skills and Knowledge: •3 - 5 years of experience in commercial/income property mortgage banking or 5 - 7 years of experience in real estate financing. • Proven ability to structure and recommend real estate financing secured by property types readily acceptable in the secondary market (apartments, retail, offices, and warehouses). • Extensive knowledge of mortgage banking, including income property and real estate loan origination, negotiation, and presentation. • Knowledge of the real estate valuation and appraisal processes. Working knowledge of the investment parameters of life insurance companies and other institutional lenders. • Proven record of producing portfolio and brokerage business. Have established customer base and calling program. • Ability to develop and maintain relationships with both prospective customers, as well as life insurance companies, and other external lending sources. Benefits As a Sterling Bank employee, you can feel confident that your health and well-being are among our highest priorities. We offer a comprehensive, flexible employee benefits package that includes a competitive compensation package, medical/vision and dental coverage, an employer-matched 401(K) savings and much more. We invest in our employees futures by developing leaders and providing many opportunities for professional development. We are an equal opportunity employer committed to providing a diverse and inclusive work environment. To learn more about career opportunities and submit your application, please visit www.bankwithsterling.com. **No recruiters, agencies, third-party agents, or consultants, please- only direct applications from candidates. Member FDIC Equal Housing Lender Location: Kirkland Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Trust & Wealth Administration Manager (Coeur d'Alene, ID) 18 May 2012 at 7:10pm The position is responsible for the management of the Trust & Wealth Department's trust administration functions with oversight over trust operations. Knowledge required of overall trust and estate administration, trust accounting, fiduciary disbursements and expenses standards, investment management functions and retirement account principles. Participate as a client services team member and assist relationship officers with daily management of accounts and assets. Provide guidance, training, supervision and backup to the administrative staff. Experience: Five years trust administration experience with knowledge of the Principal and Income Act, fiduciary administration principles, laws and rules with the understanding of fiduciary income and estate tax principles, retirement account administration and distributions. A Certified Trust and Financial Advisor (CTFA) is desirable, but not required. Strong knowledge of Excel, Word and general technology skills. High language and reasoning skills preferred. Specific duties include, but are not limited to: analyzes situations and identifies problems and solutions.; resolves issues or suggests resolution to issues in timely manner; develops good working relationships with clients, beneficiaries, co-workers and others; recognizes and values differences and ensures branch/department activities are conducted in accordance with all Bank and regulatory guidelines; demonstrates understanding of, and compliance with, employment laws and regulations in management of staff. Application Instructions: You must apply online at the Panhandle State Bank website. Visit www.panhandlebank.com , click on Careers, select the job title "Trust Department Admin Manager" and below the job description choose Apply Online. Location: Coeur d'Alene, ID Compensation: Compensation is in the range of $40,000 to $60,000, DOE, plus benefits Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Associate Financial Advisor (Bellevue, WA) 18 May 2012 at 12:03pm We are an Ameriprise Financial practice looking for an experienced individual with high integrity and enthusiasm, as well as exceptional interpersonal, computer, and client service skills to join our financial planning and wealth management firm in a fully licensed capacity. This position offers an excellent opportunity to continue and grow a career in the financial services industry with a well-established and growing firm. We offer a high level of training and mentoring. This position is full-time, generally working 40 hours per week. You will work in our North Bellevue Office, near Microsoft's main campus. Responsibilities: • Analyze client financial information, statements, tax returns, estate documents, and cash flow, and then enter that data into spreadsheets and financial planning software. • Conduct investment research, construct, monitor, and rebalance client portfolios. • Process telephone and in person transactions and requests to buy and sell securities for clients. • Answer incoming calls and respond to client requests via telephone and e-mail within two hours. • Hold client service meetings. • Prioritize and perform work in accordance with 'To-Do' lists, model week calendars, computer software or other work/time management systems. • Manage business tracking (particularly transfers), rollovers, and insurance, as well as additional projects. • Maintain client data in Contact Manager (a client contact management application). • Use compliant practices to ensure all business acts fall within SEC and corporate guidelines, and coordinate with our branch OSJ to ensure full compliance. • Prepare client service meeting files, agendas, correspondence, and reports. • Prepare and verify that forms, applications, documents, or other written materials are accurate, complete and forwarded to the correct location for processing. • Manage office supply inventory. • Ensure all records are scanned in a timely and accurate manner, and then shred any sensitive documents. • Assist in coordination of seminars and client appreciation events. • Review and bring attention to Opportunity manager for client meetings at least annually. • Make recommendations for internal operational workflows for potential improvements and efficiencies. A complete job description will be provided to qualified applicants. If this position appears to be in alignment with your career objectives, please send us your resume (attached as a PDF or Word Document) with a cover email to the attention of Mindy Crary--please don't attach your cover letter as a document to the email, just reading the email as your cover letter will be fine. Also, please use your last name somewhere in your resume's file name, so when we detach it we still know who it came from without looking inside. One last thing--please be aware we'll initially be responding to your submission by email, so please keep your eyes open for an email from me at mindycrary dot com. Looking forward to hearing from you! Location: Bellevue, WA Compensation: $22-$25/hour + incentive bonuses Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Experienced or Entry-Level Financial Advisor (Bellevue, WA) 18 May 2012 at 10:04am Pacific Capital Resource Group, Inc. is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing the assets of thousands of individuals and businesses in the Puget Sound region. We are seeking high caliber individuals who will succeed in a fast paced, dynamic environment. Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value. We provide superior support and compensation for entry-level advisors and experienced Financial Planners. Job Description To assist up-scale and emerging up-scale individuals to meet long-term financial goals such as retirement, college tuition, and estate planning, with heavy emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. Also, design and implementation of 401(k) and other retirement plans, with special emphasis on Selective Benefit Plans for highly compensated employees and owners. Training program leads to Certified Financial Planner and/or Chartered Financial Consultant designation(s). Salary plus commission plus bonuses. Full benefits. Job Requirements Bachelors degree or higher; financial services, finance, economics, business administration, accounting or Law preferred. Track record of success in academic and/or career endeavors. Can handle long hours and rigorous training. Impeccable character: All applicants will be subject to extremely thorough background checks, including criminal and credit checks. Applicants must have lived in the greater Puget Sound area for three years or more. Carly Goosman Director of Recruiting Pacific Capital Resource Group, Inc. 10900 NE 8th Street, Suite 1550 Bellevue, WA 98004 425-641-8788 Ext. 269 recruiter@pcrg.com www.pcrg.com A2JC-0510-03E2 Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK) a Registered Investment Advisor, member FINRA/SIPC. Pacific Capital Resource Group, Inc. is independent of Hornor, Townsend & Kent, Inc. and is a licensed insurance agency. Carly Goosman is independent of HTK Location: Bellevue, WA Compensation: DOE Principals only. Recruiters, please don't contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests. Client Services Manager (Seattle, WA) 16 May 2012 at 12:23pm Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian agnostic technology platform and outsourced portfolio management services. Tamarac serves over 500 RIA firms, collectively managing more than $250 billion in assets. In 2011, the Company was ranked number 43 on the Top 100 Fastest Growing Private Companies list by the Puget Sound Business Journal. Tamarac is looking for a motivated Client Services Manager to lead a client service team dedicated to providing responsive and reliable technical support across all Advisor products to our clients, allowing them to be successful and satisfied with our products and services. Responsibilities: • Monitor and predict support demand and ensure capacity meets demand • Measure client satisfaction with service and implement changes to improve results • Partner with executive team to determine departmental goals and future operations • Manage a team of Client Service Associates including recruiting, performance management, and employee development and training • Manage client goals, expectations, interactions, and assign resources accordingly • Manage first level of client escalation demands and partner with VP Client Services for resolution when assistance is needed • Ensure team adheres to established controls and procedures, such as logging all customer interaction and the time spent • Communicate product problems and client suggestions to Product Management in an actionable way • Continuously review and initiate new processes to ensure ongoing improvement of our service and product offerings • Partner with other departmental managers to develop internal best practices and ensure consistency across the organization • Respond to production issues as they arise and partner with Development and Product Management to address such items • Available after hours for production related items Behavioral Competencies: • Client Focus • Accountability • Innovation • Team Work & Collaboration • Technical Aptitude • Leadership • Integrity • Adaptability & Continuous Improvement • Positive & Empowering Attitude • Focus on Profitability Qualifications: • Bachelor's Degree (Finance, Financial Planning, or Accounting degree preferred) or equivalent • 4+ years' experience in a service or operations role in a financial advisory or wealth management environment • Demonstrated successful people and project management skill • Strong client relationship, communication and analytical skills • Experience working with or supporting financial advisory applications, such as trading, portfolio management, or CRM software. • Working knowledge of Microsoft Office products. • Detail oriented to ensure all transactions are handled properly. • Ability and willingness to work in a fast-paced, mission-critical environment with rapidly changing priorities. • Change Agent, creative, innovative and focused on continuous improvements. We're a diverse group of personalities who are extremely dedicated to our products. Our goals are incredibly ambitious, and we are looking for equally ambitious people to help us realize them. If this sounds like you, we encourage you to apply. Please join our growing team and the growing excitement as Tamarac becomes one of the most sought after names in the financial services software marketplace. Location: Seattle, WA Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Securities Licensed Admin (Tacoma) 14 May 2012 at 5:31pm A Tacoma financial advisory practice is looking to bring on a securities licensed staff person to help assist in daily business operations and help conduct the smooth operation of a fast paced and friendly financial planning office. Requirements: College degree or higher 2+ years of similar experience Already obtain their Series 7, Series 66 and WA State Life, Accident and Health insurance licenses Key Traits: Direct attention to detail and organization Effective communication with clients and staff Effective and efficient time management Polite and clear phone manner Ability to multi-task Ability to adhere to rules and regulations as stated and required by advisor, the Company and FINRA Ability to support and provide guidance for compliance within the advisor's practice Positive attitude and sincere willingness to contstantly learn and grow Email Resume to tacomaadvisorgroupllc@gmail.com Location: Tacoma Compensation: DOE This is a part-time job. Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Operations Specialist (Seattle) 14 May 2012 at 5:03pm We are a fast growing boutique wealth management firm with offices in Seattle and Central Washington specializing in comprehensive financial planning and investment management for high net worth individuals and families. We are currently in search of a bright and talented person to fill our Operations Specialist position. The Operations Specialist is responsible for coordinating and executing daily operational activities utilizing established best practices and strong technology tools. The Operations Specialist works closely with the Client Service Team to execute client account administration and care. Operations Specialist responsibilities include, but are not limited to: account administration and operations; preparing and initiating trades, moving money, and various account administration tasks; working with practice management software to track clients, advisors, and other contacts and related tasks and work flow; reviewing and responding to client queries about various account administration matters; preparing and reviewing various account related forms and account maintenance paperwork; managing all aspects of trading software as it relates to the company; assisting with all aspects of client meeting preparation and follow-up; coordinating and reviewing the compilation of quarterly client reports; preparing and reviewing various portfolio reports; and fully participating in team meetings by providing updates and input on projects, processes, and procedures. The successful candidate will possess a minimum of 1-2 years experience in accounting, finance, investments, or related field; a Bachelors Degree from an accredited university (preferably in Finance, Accounting, Business Administration, or a related field); experience with CRM, financial planning, and portfolio management software; some experience working with Schwab Advisor Services is preferred but not required; advanced PC skills, including strong experience with Microsoft Office products; a "client first" orientation; the ability to manage multiple projects with competing deadlines; excellent written and oral communication skills; high attention to detail; a desire and ability to thrive in a dynamic, collaborative, entrepreneurial environment; and a strong analytical ability with active listening skills. Ideally, the Operations Specialist would have direct experience with operations in a financial services firm. A willingness to travel between our Seattle and Central Washington offices on occasion would be a plus. Send resume and cover letter to: hr.nn@comcast.net. Location: Seattle Compensation: Competitive - DOE Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Financial Advisor (Kirkland) 14 May 2012 at 2:42pm Financial Advisor First Tech Federal Credit Union serves some of the world's most progressive, purpose-driven companies, not to mention some of the smartest people on the planet. The companies and members we serve dream big dreams, embrace change and challenge and expect their colleagues to do the same. They need a financial institution that can make their lives easier. That means we're looking for the world's most progressive, purpose-driven and intelligent employees to serve them. We are looking for a dynamic and service driven Financial Advisor to offer investment and retirement guidance to our members. The Financial Advisor will contribute to department effectiveness by using a consultative approach, focusing on member's needs and providing sound financial advice regarding their investment, retirement and overall financial planning needs. As a Financial Advisor with First Tech, you'll be expected to build strong branch relationships while also prospecting new clients. You'll connect with major credit union employee groups like Nike, Intel and Microsoft to build relationships and grow the investment business. Dedication to member and client service will be your daily focus. Qualified candidates will have: Minimum 5 years experience in financial planning; experience with selling annuities, mutual funds and life insurance required. Financial institution experience strongly desired. Experience with public speaking and presentations. Ability to work well with the public, both in person and on the phone. Maintains successful sales track record - building and maintaining client relationships. Excellent verbal and written communication skills, business writing skills helpful. Flexibility and detail oriented. Ability to work independently and as part of a team. Ability to coordinate a variety of activities and projects simultaneously and prioritize work. Computer skills including full spectrum of Microsoft Office Suite, ten-key and calculator. Location: Kirkland, WA 98033. Licenses required: Series 7, 65 and/or 66 plus life insurance. If you've got the vision and the drive, a First Tech Federal Credit Union career can bring great benefits, paid time off and the tools to learn and grow personally and professionally. Our members are up to big things and so are we. We need the right people to make all of our dreams a reality. Apply now. First Tech Federal Credit Union is an Equal Opportunity Employer/AA. Location: Kirkland Compensation: Market competitive and commensurate with experience. Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

14 May 2012 at 11:43am
At Summit Financial Inc., and INVEST Financial Corporation our Mission is clear - to assist our Financial Advisors in taking their business to the next level and providing resources to get there. To that end, our team-based approach allows our advisors to focus on their unique abilities to grow a valuable and productive client base.

Benefits through INVEST Financial Corporation include:


- Paper-free Workflow with Electronic Signature Capability. Spend less time on paperwork and administrative tasks by implementing a state-of-the-art Technology Platform.
- Marketing Support to Grow Your Business. Access to a turnkey marketing library, specialists, and complimentary team members designed to assist you in creating and customizing marketing collateral.
- Access to a Practice Management Platform designed to assist advisors in building a best practice to accomplish their personal and business goals, increase productivity, increase revenues, reduce costs and to improve the quality of their lives through training, practice assessments and virtual sales support.

Benefits through Summit Financial Inc. include:

* Class A Office Space We expanded our office when most people cut back and have available office space with trained staff if you are looking for a new location. We have in-house software and training available to meet your customer's expectations when it comes to client analysis or planning tools.
* Vendor Seminars We will organize vendor seminars to stay current with products.
* Conference Room Access to a conference room at the branch office in Renton.
* Federal Employee and Teacher Market Access Need appointment's? It's all about APPOINTMENT'S. We can get you in front of many people you currently don't have access to.
* Team Approach and Case Design We can help with your case designs to help maximize your effectiveness as an advisor. We will assist on appointments to help you close the tough deals.
* Compensation packages Ask us why percentages sometimes don't matter? We believe in you and view our job at Summit Financial as helping trend your productivity upward which can increase compensation. We will treat you right on payout. If we can't help you increase your productivity, compensation payout means nothing!

We know how to help you close more deals;
More Deals can mean more income.
Let us help you make it happen!

Call or Email us today!!!

• Location: Renton
• Compensation: DOE
• Principals only. Recruiters, please don't contact this job poster.
• Phone calls about this job are ok.
• Please do not contact job poster about other services, products or commercial interests.

14 May 2012 at 11:17am
An upscale boutique Comprehensive Wealth Advisory firm at Carillon Point is looking for an Associate Financial advisor to join our team. We are a vision-based practice and strictly adhere to our core values, which are:

1: Integrity
2: Excellence
3: Client Centric
4: Challenge
5: Growth

We only hire top talent with exceptional growth potential who would conform to our values along with intrinsic ethical prism to filter and advise on what is "always in the client's best interest".
Ideal candidate for this position has a proven track record of interacting with high net worth individuals and leaving a convincingly positive image and respect. An inspiring professional demeanor, excellent communication skills and leadership qualities are a must for this position. Strong analytic skills and exceptional intellectual capital to solve complex problems and present them in simple-to-understand terms is not imperative, however, strong willingness to learn is required.

We offer a custom-tailored compensation package based on your short term needs and long term goals, including but not limited to competitive base salary, growth based bonus, revenue sharing on direct contribution and possible partnership within a time frame of five years or less.

A successful background check including credit history is required for this job. After your are hired you will be expected to successfully pass Series 65 exam within 90 days along with other requirements to be appointed as an Associate Advisor.

• Location: Kirkland, WA
• Compensation: Competative, Custom tailored
• Principals only. Recruiters, please don't contact this job poster.
• Please, no phone calls about this job!
• Please do not contact job poster about other services, products or commercial interests.

14 May 2012 at 10:04am
Tamarac is the leading provider of SAAS applications to the financial advisory marketplace. Tamarac provides an integrated platform of web-based software and portfolio management services that enables financial advisors to manage their clients and client portfolios with increased efficiency and profitability. Tamarac's solution is trusted by more than 2,500 advisors that collectively manage over $225B in assets. The company was also recently awarded the Microsoft President's Club award for sales and service achievements with its integrated Advisor CRM product, a custom version of Microsoft Dynamics CRM. In 2011, the Company was ranked number 43 on the Top 100 Fastest Growing Private Companies list by the Puget Sound Business Journal.

We are looking for a motivated CRM Implementation Consultant to coordinate the successful conversion of clients from their existing CRM tools to Advisor CRM from welcome through support transitions based on contractual agreements between the client and Tamarac.

Responsibilities:

• Conduct implementations of Tamarac's Advisor CRM including software installation, setup and hands-on training.
• Analyze customer's business and technical requirements. Design and implement appropriate solutions.
• Train clients on use of Advisor CRM.
• Work with developers to configure software to best serve client's procedures.
• Serve as consultant on implementations, as well as communicating result to client and project managers.
• Be able to analyze and discuss solutions for client's requirements, including use of 3rd party applications and extensive customization.
• Periodic domestic travel to clients. Travel is estimated at 10% of time.
• Effectively present value to client for cost of service delivered.

Behavioral Competencies:

• Client Focus
• Accountability
• Innovation
• Team Work & Collaboration
• Technical Aptitude
• Leadership
• Integrity
• Adaptability & Continuous Improvement
• Positive & Empowering Attitude
• Focus on Profitability

Qualifications

• College Degree or equivalent.
• 2 or more years' experience implementing Microsoft Dynamics CRM is preferred.
• Prior software implementation experience is required.
• Intermediate knowledge in Windows, Excel is preferred. Demonstrated technical aptitude is required.
• Strong communication skills are required.
• Ability to gain credibility quickly while on-site is essential.
• Ability to be self-directed and work independently is required.
• Attention to detail is required.
• Ability to bring a project to completion is required.
• Must be mindful of time and budget constraints.

We're a diverse group of personalities who are extremely dedicated to our products. Our goals are incredibly ambitious, and we are looking for equally ambitious people to help us realize them. If this sounds like you, we encourage you to apply.

Please join our growing team and the growing excitement as Tamarac becomes one of the most sought after names in the financial services software marketplace.

• Location: Seattle, WA
• Principals only. Recruiters, please don't contact this job poster.
• Please, no phone calls about this job!
• Please do not contact job poster about other services, products or commercial interests.

14 May 2012 at 10:03am
This position has a 4am start time to cover the East Coast. Only those candidates able to work a nontraditional working schedule should apply.

Tamarac is the leading provider of SAAS applications to the financial advisory marketplace. Tamarac provides an integrated platform of web-based software and portfolio management services that enables financial advisors to manage their clients and client portfolios with increased efficiency and profitability. Tamarac's solution is trusted by more than 2,500 advisors that collectively manage over $225B in assets. The company was also recently awarded the Microsoft President's Club award for sales and service achievements with its integrated Advisor CRM product, a custom version of Microsoft Dynamics CRM. In 2011, the Company was ranked number 43 on the Top 100 Fastest Growing Private Companies list by the Puget Sound Business Journal.

We are looking for a motivated Operations Associate to be responsible for reconciling portfolios, trade postings, performance calculations and reporting, and other special projects as assigned.

Responsibilities:

• Become highly proficient with using Portfolio Center, Tamarac Advisor and Advisor View
• Reconcile client portfolios against custody statements
• Resolve variances in a timely manner
• Assist in the automation of the reconciliation process
• Trade Posting
• Security Maintenance
• Performance calculations and reporting
• Corporate Actions
• New Accounts
• Custodian Interface
• Broker Interface
• Maintain written procedures
• Maintain client records and files
• Client interaction/Client servicing
• Internal and external Reporting

Behavioral Competencies:

• Client Focus
• Accountability
• Innovation
• Team Work & Collaboration
• Technical Aptitude
• Leadership
• Integrity
• Adaptability & Continuous Improvement
• Positive & Empowering Attitude
• Focus on Profitability

Qualifications:

• College Degree (Finance, Financial Planning, or Accounting degree preferred)
• 2+ years experience in a financial services atmosphere, specifically the registered advisory, brokerage or financial services industry
• Proficiency in Microsoft Office programs required. Familiarity with Portfolio Center, Advent or other accounting software a plus
• Ability to work independently under tight deadlines
• Strong interpersonal, verbal and written communication skills
• Exceptional organizational skills with a keen attention to detail
• Self-starter with strong leadership skills
• Ability to act as a fiduciary for our customers. Must be flexible, reliable, trustworthy, and absolutely confidential with all matters

We're a diverse group of personalities who are extremely dedicated to our products. Our goals are incredibly ambitious, and we are looking for equally ambitious people to help us realize them. If this sounds like you, we encourage you to apply.

• Location: Seattle, WA
• Principals only. Recruiters, please don't contact this job poster.
• Please, no phone calls about this job!
• Please do not contact job poster about other services, products or commercial interests.

7 May 2012 at 11:20am
Are you a detailed, motivated, strategy-driven person who has Financial Industry experience? Do you have a passion for giving superior Client Service? Our dynamic, fast-paced local financial planning firm in Redmond, WA is seeking a professional Client Service & Transfer Specialist to join our team. If you're looking for the tools, resources and freedom to build a great future while sharing your expertise, then contact us today. Minimum Requirements: • HS Diploma • Previous experience working directly with Clients/Customers • Industry knowledge preferred • Experience with MS Office and the ability to learn new software quickly This position requires that you possess the following skills: • Strong organizational skills and pro-active nature • Excellent communication both written and verbal • Attention to detail and accuracy • Consistent follow-through Responsibilities/Tasks: • Process & Complete new client applications • Consistent follow-up with prospects and clients • Opening, closing and transferring of accounts • Beneficiary changes • Input notes to database/CRM • Process transactions • Assist Advisor with pre-appointment preperation • Manage annual reviews Office Administration: Assisting the Financial Advisor and the branch office to exceed client and regulatory expectations include: • Handle a variety of front desk tasks on a daily basis • Greet Clients in a warm, friendly manner and provide snacks/drinks • Help to keep database up to date and accurate • Set appointments • Sort & distribute mail, faxes, emails and marketing materials • Keep a clean and organized front office area

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/1420-Craigslist.html

• Location: Redmond, WA, USA
• Compensation: $30,000 - $34,000
• Principals only. Recruiters, please don't contact this job poster.
• Please, no phone calls about this job!
• Please do not contact job poster about other services, products or commercial interests.

7 May 2012 at 10:22am
Position: Accounting Specialist Location: Renton, WA
We are currently looking for a savvy, energetic leader to join our Renton office as an Accounting Specialist. This position is responsible for managing the accounting and finances for our office by providing information, primarily financial in nature, about all Company activities that will assist management and other users in making educated economic decisions about the Company's future.

DUTIES & RESPONSIBILITIES:
Build strong partnerships across the organization, as a trusted advisor and team member.
Provide principals and management with financial information as needed to assist them in the management and decision making process of the business.
Oversee the activities of the accounting department for the accurate and timely dissemination of financial management reports, including, but not limited to, internal and external monthly financial statements, and annual audits and budgets.
Oversee all accounts payable and receivable activities to ensure the accurate and timely management of all A/R aging components including project billings, cash receipts application, etc.; prepare the monthly project WIP reports.
Work in conjunction with the assigned Certified Public Accounting office to assure corporate income tax compliance and accurate and timely completion of all corporate income tax returns taking full advantage of favorable tax codes.
Establish and maintain systems and controls which verify the integrity of all systems, process and data, and enhance the Company's value.
Participate in a wide variety of special projects and compile a variety of special reports.

REQUIRED QUALIFICATIONS:
Bachelor's degree in Accounting or Finance, or equivalent experience.
Must have at a minimum of 5 years hands-on accounting managerial experience.
Strong general ledger, accounts payable, accounts receivable, payroll, income tax, and banking working knowledge.
Must have strong working knowledge of construction accounting.
Has the strong ability to present to all levels of the organization, articulating and sharing ideas that establish credibility.
Excellent communication and leadership skills are mandatory.
Must be computer savvy showing a high-level of proficiency working with all Microsoft products, particularly Excel.
Must have a high-level of proficiency working with Sage Timberline accounting and project management software.

HOW TO APPLY:
For an opportunity to join our team, please reply with your resume and cover letter. In your cover letter, please state your desired compensation.

• Location: Renton
• Principals only. Recruiters, please don't contact this job poster.
• Please, no phone calls about this job!
• Please do not contact job poster about other services, products or commercial interests.

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