Job Seekers

DateTitleArea(s)StatusDescription
Jan 16Controller/Assistant Controller for a Commercial Interior Design CompanyLos AngelesHot

Our client is a rapidly scaling outsourced accounting and operational support services firm for growing companies. One of their clients is a commercial interior design company located in Downtown LA that requires additional outsourced back office support for their growing business. The accounting firm is seeking a Controller/Assistant Controller who will be dedicated full time onsite to support the interior design company and work in their DTLA office. This person should have a strong accounting background along with several years of experience in Human Resources and OSHA knowledge. This position has lots of room for growth, as there are parallel opportunities to advance within our client's firm as well as eventually be recruited to work directly for the interior design company down the road.

Responsibilities:

- Manage accounts payable including heavy use of Bill.com

- Run payroll using ADP software

- Collect data to manage costs and budget

- Plan and execute on workflow for monthly, quarterly, and yearly accounting closes

- Work closely with the external Head of Accounting to manage cash flow and forecasting

- Oversee benefits administration, employee on-boarding processes, and PTO

Qualifications:

- BA/BS, Accounting, Finance, or a related field

- 5+ years of experience as a Controller or Assistant Controller

- Experience with Human Resources related tasks

- Knowledge of California Labor Laws

- Previous experience in the construction/interior design space

- Ability and interest to learn new systems and processes

- Ability and interest to coach and be helpful to colleagues

- Expert knowledge of Quickbooks Online and MS Office Suite

- Leadership potential and interest in growth
 

Jan 14Workday Systems Specialist for a Leading Charter School Organization Los Angeles, CaliforniaHot

Our client is a leading charter school organization dedicated to transforming the face of public education in historically under-served areas. They are known for providing an empowering support network, innovative and customized teaching methods, and outreach. They are seeking a Systems Specialist to maintain the Workday system for the school organization's district. This person will be working directly with the Workday Systems Manager providing ongoing configuration and support. The ideal candidate will have an interest in thinking outside the box and working with others to come up with creative solutions.

Responsibilities:

- Support and work in conjunction with Workday Systems Manager to configure, maintain, and optimize Workday functionality in the following areas: absence management, benefits, compensation, recruitment, talent, time tracking, payroll, business processes, reporting and analytics, security, and integrations (Enterprise Interface Builders and Web Services)

- Improve processes and collaborate with department leads in Human Resources, Benefits, Human Capital, Finance & Accounting, and Payroll to configure, test, and deploy business process solutions

- Actively perform research to implement creative solutions that meet complex department needs and organizational requirements

- Create, design, and maintain Workday reports, dashboards, and calculated fields

- Project manage semi-annual release testing and configuration

Qualifications:

- Bachelor’s degree in Human Resources, Business Administration, Computer Science, Business Information Systems, or other applicable field

- 5+ years of Workday experience in HCM and Reporting is required (additional experience in Workday Benefits, Payroll, Financials, Recruiting, Compensation, AbsenceManagement, Time Tracking, and Security is preferred)

- Experience in the education sector (familiarity with union requirements is a plus)

- Excellent, high-level working knowledge of Excel (familiarity with SQL is a plus)

- Experienced working with and maintaining confidentiality of employee information

- Strong interpersonal skills, including verbal and written communication skills

- Mission-oriented mindset, required!

Jan 14Director of Product for a B2B online printing conglomerateLos AngelesHot

Our client is a fast-growing, private equity-backed provider of online printing solutions and marketing collateral for SMBs. They are seeking a Director of Product. The ideal candidate is a leader of teams, processes, and strategic product thinking who is responsible for the conceptualization, execution, and optimization of the company’s customer relationships. This person will work closely with marketing, software development, quality assurance, manufacturing and operations integration, customer service, and executive management while meeting time-to-market, revenue, and profit growth objectives.

Responsibilities:

- Lead product team in delivering website-experience and steadily improve website relationships with customers across portfolio of brands

- Guide team towards a SCRUM working process (currently embryonic SCRUM efforts in place!)

- Assess the quality and effectiveness of customer relationships through NPS and other similar metrics

- Define, implement, monitor, and improve website revenue and performance KPIs

- Recruit, hire, train, develop, and manage product team, including local, domestic remote, and offshore resources

- Act as a coordinator of product strategy and innovation to achieve a cohesive and unified strategy across the company

- Depending on level, potentially serving as part of executive team, providing insight on broader product strategy/roadmap

Qualifications:

- 5+ years of product team leadership experience – ideally in an ecommerce and web-to-product setting

- Experience recruiting, training, developing, mentoring, and retaining team

- Ability to manage resources and processes across multiple locations and time zones

- Working knowledge of business/financial planning and budgeting

- Experience with problem-solving within multi-faceted and complex systems

- Experience negotiating with third-party providers of products and services

- Excellent written and verbal communication skills and working with technical and non-technical teams

- Desire to be part of a fast-growing and dynamic (as well as entrepreneurially-minded) team

Jan 9Salesforce Administrator for a Business Networking AssociationLos AngelesHot

Our client is a well-known business association with chapters all over the U.S. They are seeking a Salesforce Administrator to refine and streamline Salesforce procedures and processes, manage the organization's large and diverse database of members, and provide ongoing support and continuous improvement to the technical and sales staff. The ideal candidate will have a background in office administration or customer support, and will be eager to expand their knowledge of the Salesforce platform while working within an established company with an incredible track record.  Our client would even potentially consider a more senior candidate with the ability to manage a broader customer service team.

Responsibilities:

- Full ownership of all Salesforce activities, including updating member information, assisting with administrative needs of both group members and staff, and troubleshooting

  - Record and administer all changes in membership, including adding new members to the database, altering existing records as needed, and liaising with accounting team to ensure correct billing  

- Partner with senior leadership, sales, and technical staff to proactively identify areas for improvement or growth

- Deliver procedural updates and projects, including but not limited to ideation, requirement gathering, maintenance, and support

- Analyze database information and ensure that data is clean and accurate

- Manage and create work flow rules, reports, dashboards, trigger automations to further automate existing processes

Qualifications:

- Bachelor's degree, required

- 3-6 years experience in an administrative support role, ideally in office administration, customer support, or technical support

- Basic knowledge of the Salesforce platform, with a desire to grow into a subject matter expert

- Salesforce Administrator certification, a plus

- Keen eye for detail and instinct for accuracy

- Ability to work quickly, managing multiple tasks at once in a fast paced environment
 

Jan 7Regional Director for a Respected Business AssociationSan DiegoHot

Our client is a well-known business association. They are seeking a Regional Director to lead business development efforts for their San Diego chapter.  This role is perfect for someone with a strong business network (lawyers, accountants, real estate professionals, and other service providers) who is great at relationship-building and self-motivated.  This is a high-growth, entrepreneurial role within an established company with an incredible track record.  

Responsibilities:

- Develop and maintain a healthy pipeline of qualified member candidates

- Maintain strong membership retention numbers by working with group leaders and executive committee members

- Research and provide custom programs to keep members engaged  

- Ensure group leaders are supported so they can execute on the benefits of the organization and give members the best experience

- Build out the chapters with quality candidates who can add to the group

- Facilitate networking between members to add value to the membership and program

- Leverage existing networks to bring in new members

- Lead (plan, facilitate, follow-up) group leader meetings

- Identify appropriate venue/scheduling for Company-hosted events

Requirements:

- Bachelors Degree

- 5-7+ years experience in a similar sales-oriented role

- Strong relationships with an existing network of contacts in professional services, e.g. finance, legal, accounting, marketing, etc.

- Experience with another professional membership organization, a big plus

- Excellent oral and written communication skills

- Self motivated professional who is able to work from home and manage themselves

- Ability to attend early morning meetings and evening events (monthly – quarterly)

- A natural networker and “people person,” required!
 
- Creative and an ‘out of the box’ thinker and strong problem solver
 

Dec 23Estate and Trust Tax Director for a Respected Accounting FirmOrange CountyHot

Our client is a mid-sized accounting firm with a people-first culture that takes pride in a highly personalized accounting experience. Their approach allows for the personal touch of a small firm with the resources of a national organization. They are seeking an ambitious Estate and Trust Tax Director to lead their Managers and Senior/Staff Accountants and to serve as the primary contact for their large and diverse client base.

Responsibilities:
- Serve as the main point of contact for client base--lead client meetings, manage discussion regarding planning opportunities/exposures, and generally advocate for the firm
- Oversee training of Managers, Seniors, and Staff Accountants, provide timely feedback, and delegate projects as needed
- Lead marital deduction, asset allocation, and 6166 elections
- Collaborate with the firm's Partner on projects, planning, and research as needed
- Meticulously document any and all positions or exposures, draft client proposals and develop presentations
- Take on IRS audits, sign all forms of tax returns, and handle billing and due date list without supervision

Qualifications:
- Bachelor's degree in finance, accounting, economics, or related field, required
- CPA JD or EA license, required
- Demonstrated track record of leadership in a management position for at least 3+ years
- Proven knowledge and experience in reviewing estate tax, gift tax, and income tax returns
- "Big picture" mindset, with the ability to look at moving parts as a whole and manage projects in a timely manner
- Advanced research and presentation skills
- Become an advocate for the firm and embrace the firm's values, both inside and outside of the office
 

Dec 17Director/VP of Sales for a Boutique Management ConsultancyLos Angeles, CaliforniaHot

Our client is a small boutique management consulting firm focused on driving behavior change and transformation for Fortune 500 and Global 1000 companies. Their CEO is a world-renowned speaker and personality who specializes in training and speaking engagements designed to inspire leaders of Fortune 500s, non-profits, and a variety of other great organizations. They have developed a proprietary executive team coaching offering and are seeking a full-time Director/Vice President of Sales to grow this business within Fortune 500 clients. This is an excellent opportunity for an ambitious professional to add value to an incredible team!

Responsibilities:

- Develop and maintain relationships with Fortune 500 companies’ learning & development and/or executive teams

- Proactively leverage existing business leads, cold calls, previous clients, and other channels to drive revenue to sell this offering into Fortune 500s

- Manage a small internal team of business development support staff

- Coordinate with Founder and existing network of coaches to ensure seamless delivery of services

Qualifications:

- At least 8-10 years sales & marketing experience, including regularly meeting or exceeding a quota

- Experience selling professional services into Fortune 500s

- Detail-oriented with organization skills that are a core part of your DNA

- Entrepreneurial attitude; able to thrive with little structure/process, ability to "learn on the fly"

- Ability to build deep business partnerships that yield measurable outcomes

- Direct experience as a coach, a plus, but not necessary

- Willing to contribute to other areas of the firm as needed

Dec 12SEM/Paid Search Leader for a PE-backed Online Printing ConglomerateLos AngelesHot

Our client is a fast-growing and private equity-backed provider of online printing solutions and marketing collateral for individuals and businesses. They are seeking a SEM/Paid Search Leader to create effective strategies for collecting and analyzing data, interpreting results, and implementing best in class search marketing practices. This person will be marketing-minded and have hands-on search engine marketing skills expertise in campaign optimization.

Responsibilities

- Lead the strategy for large search account(s) in Paid Search and Shopping marketing

- Identify opportunities to grow and optimize the search channel

- Manage the overall budget to deliver revenue goals within budget

- Execute the strategies for shopping campaigns and text ad campaigns

- Oversee the bid management platform to adjust strategies or bids on specific keywords as needed

- Collaborate with technology team/feed vendor to optimize the product feed management

- Align goals with merchandising team and identify opportunities to expand campaign

- Conduct ad copy and landing page A/B tests to optimize Quality Score and conversion rates

- Regularly track, measure, and report on marketing performance

Qualifications

- Bachelors Degree, required

- 5+ Years of Relevant Experience in Paid Search and Shopping advertising

- Proficient in AdWords and Bing interfaces and analytics tools such as Google Analytics

- Advanced knowledge of bid management platforms (Kenshoo, Marine, QuanticMind, Google etc.)

- Working Knowledge in SQL and/or Tableau preferred

- Experience in Customer Acquisition and/or Direct Response Marketing preferred

- Ability to thrive in a fast-paced, results-driven environment

Dec 5Digital Marketing Manager for a Popular Cosmetics CompanyLos AngelesHot

Our client is a popular cosmetics company that uses only clean, non-toxic ingredients. They are headquartered in Los Angeles and experiencing rapid growth. They are seeking a Digital Marketing Manager who will lead and manage key digital marketing campaigns, with a particular focus on email. This person will play a key role in helping the Marketing Team execute a global marketing strategy with a focus on email marketing, digital media programs, optimizing campaigns, and creating brand awareness to drive new traffic and customer acquisition growth.

Responsibilities:

- Execute marketing strategies to drive sales and awareness through performance marketing campaigns with a focus on email marketing

- Manage all ongoing and new advertising campaigns both online and offline on a daily basis including ad rotation, media spend, day-parting, and bid adjustments

- Recommend effective emerging marketing channels and platforms to test and learn including conducting research on new media partnerships, ad buys, ad networks and other related opportunities

- Build, manage and maintain close relationships with online media representatives & vendors

- Negotiate media rates and contracts with publishers

- Responsible for ideating and collaborating on marketing creative and ad copy to drive KPI’s through paid channels

- Partner with Web Development team to monitor, audit and update direct-to-consumer website to optimize SEO rankings, user-experience, and user-interface to meet conversion goals

Qualifications:

- Bachelor’s Degree in Marketing, or closely-related field

-  6+ years experience in digital marketing with strong email marketing experience

- Demonstrated experience managing digital advertising campaigns on top industry platforms

- Google Analytics, Google Adwords, and Facebook Advertising Certifications, a plus

- Proficient in Excel

- Knowledge of industry trends in marketing, e-commerce, social media, cosmetics, and clean beauty

- Strong interest and an eye for beauty and fashion, especially as it relates to digital media
 

Nov 21Digital Marketing Manager, Retention for an Innovative CPG CompanyLos Angeles, CAHot

Our client is a fast-growing start-up beauty brand focused on creating safe, high-performance products – their first, a line of aluminum-free deodorants, has taken off!  They are looking for a high-energy Digital Marketing Manager, Retention to work with the brand team to create KPI-driven consumer retention practices for their rapidly expanding business. This role will report to the Head of e-Commerce & digital and will implement strategies that affect both retention metrics and generate value.

Responsibilities:


- Working alongside the brand team, create and roll out CRM and customer retention best practices


- Own email marketing techniques, including the identification of opportunities for creative A/B testing in segmentation and messaging


- Manage referral program and invent new methods for improvement


- Improve key performance indicators in critical areas through short and long-term goal setting


- Write comprehensive and insightful reports on all campaigns weekly or as requested


- Communicate with graphic design team to manage retention campaign related assets


- Assist with any marketing or merchandising needs to further drive online business


- Sole responsibility for the eCommerce and digital marketing calendar and for ensuring that all marketing teams are aware of changes and activities

Qualifications:


- Bachelor's degree, required


- 3-7 years experience in loyalty/retention marketing (email, CRM, etc.)


- Minimum 3 years experience working with MailChimp, Kaviyo, or similar email marketing service


- Strategic, data-driven, and analytically minded approach to retention management, with a strong knowledge of Google Analytics


- Experience with email segmentation, testing, and copywriting


- Up to date on email marketing best practices and compliance


- Ability to self-manage and work on multiple tasks at once, but also capable of working collaboratively in a team environment


- Drive for success, with a positive attitude and strong interpersonal skills

 

Oct 30Instructional Designer/Curriculum Writer for a Sales Training FirmNationalWarm

Our client specializes in sales training for salespeople and managers in a variety of industries. They implement sales development programs, best practices, sales management skills, and programs to convert a service culture to a sales culture. They believe in helping their clients create a unique and positive buying experience for their customers. They are seeking a contract Instructional Designer/Curriculum Writer to add to their team. This person must have a strong business acumen and executive presence, as well as a client service mindset and desire to over-deliver.

Responsibilities:

- Evaluate and critique existing presentation and educational materials

- Play an involved role in the development of new curriculum delivery methods, timing, and content – working with internal team as well as client resources

- Leverage existing IP and develop new IP to deliver on the client engagements' goals

- Provide expertise and strategy as to how best to deliver consultancy’s IP to a variety of audiences in a variety of formats

- Work with subject matter experts and identify target audience’s training needs

- Apply tested instructional design theories, practice, and methods

Requirements:

- 5+ years Instructional Design/Curriculum Writing experience; preferably in a business setting

- Experience in adult learning settings

- MS in Instructional Design other advanced degree strongly preferred, but not mandatory

- Motivated and diligent self-starter with an ability to lead

- Superior written and oral communication skills; detail-oriented

Oct 18Associate for a Luxury Real Estate Development and Investment FirmLos AngelesHot

Our client is a full-service luxury real estate development and investment firm with operations in California, Mexico, Hawaii, and Colorado. They specialize in resort and residential communities located in world-class destinations around the world. They are seeking an Associate to perform financial analysis, support new investments and financings, and track development and operating budgets across the portfolio. This candidate's immediate focus will be on a resort community in the Los Cabos region of Mexico where our client is building some of the world’s finest hotels and residences and will require a mix of best-in-class analytical chops, strong writing and communication skills, and unmatched business instincts.

Responsibilities:

- Perform financial analysis and due diligence to underwrite new investments in a number of diverse destinations

- Create and maintain financial models for all projects

- Assist in closing financings, equity raises, and asset dispositions

- Investor, lender, and internal financial reporting

- Development and operating budget tracking

-  Ad hoc modeling and analysis and general rolling-up-of-sleeves as necessary

 Requirements:

- Bachelor’s degree required, preferably in a finance-related field (finance, economics, real estate)

- MBA degree, a plus

- 2-4 years+ experience required, preferably in a related field (i.e., real estate, investment banking, finance, lending, etc.)

- Background in real estate development or investment, highly desirable

- Excellent working knowledge of the MS suite, with guru-level comfort in Excel

- Advanced modeling skills

- Strong written, oral, and interpersonal communication skills

- Ability to work effectively in a small entrepreneurial team environment as well as independently

- Strong work ethic with a desire to be a part of building something big
 

Oct 17Senior Finance Analyst for a Large RetailerCalabasasHot

Our client is a large tool and equipment retailer based in Calabasas. They are seeking a Senior Finance Analyst to support their finance team in various daily operations of retail financial planning and analysis.

Responsibilities:

- Collaborate with various department heads responsible for P&L, cash flow, capital plan, and balance sheets to develop Annual Operating Plan

- Drive business optimization and continuous improvement efforts through detailed data analysis of budgets and spending

- Create monthly forecasts for all aspects of financial activity

- Communicate any potential financial risks or opportunities that are identified through analysis to higher management

- Assist with developing the yearly Strategic Plan and analyze the impact of such strategies on the long-term financial goals

- Lead creation of cash flow models and ad-hoc analyses to support critical finance and investment decision-making

- Evaluate financial planning processes and suggest and initiate improvements

- Additional projects as assigned

Qualifications:

- Bachelor's degree in finance, accounting, economics, or a related field required, MBA preferred

- 4-7 years experience in finance, with a heavy emphasis on FP&A

- Experience in retail, consumer goods, or related industry, a big plus

- Experience with MS Office (especially Excel) and other financial management systems

- Excellent critical thinking and analysis skills with the ability to create complex financial models and plans

- History of working in a fast-paced environment, with the ability to self-direct and adapt quickly to changes

- Demonstrated presentation skills, and ability to interact with both colleagues and senior management in a courteous and professional manner
 

Oct 17Manager/Senior Manager (Corporate Strategy) for a Large RetailerCalabasasHot

Our client is a one of the largest tool and equipment retailers in the country. They are seeking a Manager or Senior Manager to work within the corporate strategy group on various initiatives across the organization. This position will work closely with the Corporate Strategy and the senior Finance team to address key issues across pricing, growth, competition, operations, and a variety of other cross-departmental areas.

The ideal candidate will possess a strong analytical skillset and a background within a top-tier management consultancy and/or investment bank.  This is a full-time role within a results-focused company that will allow for improved work/life balance over the traditional management consulting or i-banking path. 

Job Responsibilities Include:

- Using data and analytics to answer key strategic questions across the company

- Conducting and leading internal research efforts to understand various issues within departments ranging from retail operations, distribution, finance, marketing, and more

- Maximizing growth and/or cost-saving opportunities through thoughtful analysis and clear communication to a variety of internal stakeholders

- Proactively identifying opportunities to create value

Minimum Job Qualifications:

-  Bachelors Degree, MBA a plus

- 4-8 years of experience, at least some of which was within an i-bank or management consulting firm

- Experience with retail clients and/or in a similar function within a large retailer a major plus

- Best-in-class advanced excel skills; SQL and other data analytics skills a huge plus

- Scrappiness, thoughtfulness, and creative problem-solving skills

- Ability to collaborate with a high-impact team

- Strong written and oral communication skills within an ability to persuade

- Attention to detail

- Proven track record within a fast-paced and high-growth team

 

Oct 16Manager, Merchandising and Space Strategy for a Large RetailerCalabasasHot

The Manager, Merchandising & Space Strategy is responsible for supporting the Category Management team with assortment, pricing and, particularly, in-store merchandising insights to drive the business.  The core responsibility will be to develop analytics to drive in-store merchandising decisions.  Additional responsibilities will include partnering with other departments to design & monitor merchandising tests as well as creating post-mortem analyses & socializing to drive future decision-making.

Essential Duties and Responsibilities:

- Build models & analytics that determine the value of shelf space across each area of the store

- Leverage these analyses to inform merchants on how to organize their products on shelf to maximize sales

- Design & lead cross-functional projects on aggressive timelines and with visibility to senior leadership

- Develop KPIs and targets to understand efficiency and effectiveness of the store and our key marketing vehicles

- Work with large data sets to develop novel analytics to identify improvement opportunities

- Build dashboards to track results and ensure continuous improvement

- Partner with department leadership and merchant teams to design tests, read results and distribute findings

Skills:

- Demonstrated ability to identify key insights from data to solve business problems

- Proven ability to manage situations that require analytical thinking, negotiation, interpretation, and execution

- Expertise in MS Excel, MS Access and/or other analytical tools

- High proficiency in financial/statistical modeling applications including forecasting and/or optimization preferred

- Knowledge of retail, supply chain, merchandise layout and/or space planning practices and procedures

Education and/or Experience:

- 4-year Bachelor’s degree in a related field or equivalent experience

- 2-4 year’s work experience in Retail Strategy & Analytics, Management Consulting or Investment Banking

- Retail experience preferred

- Experience with JDA, Apollo and/or other retail space planning software a plus

- MBA or advanced mathematics / statistics degree
a plus

Oct 14Regional Director for a Respected Business AssociationNorthern VirginiaWarm

Our client is a well-known business association. They have recently expanded into Northern Virginia and Washington D.C. and are seeking a Regional Director to lead the charge.  This role is perfect for someone with a strong business network (lawyers, accountants, real estate professionals, and other service providers) who is great at relationship-building and self-motivated.  This is a high-growth, entrepreneurial role within an established company with an incredible track record.  

Responsibilities:

- Develop and maintain a healthy pipeline of qualified member candidates

- Maintain strong membership retention numbers by working with group leaders and executive committee members

- Research and provide custom programs to keep members engaged  

- Ensure group leaders are supported so they can execute on the benefits of the organization and give members the best experience

- Build out the chapters with quality candidates who can add to the group

- Design, implement, and manage marketing programs to get the brand name out to the right professionals

- Facilitate networking between members to add value to the membership and program

- Leverage existing networks to bring in new members

- Lead (plan, facilitate, follow-up) group leader meetings

- Identify appropriate venue/scheduling for Company-hosted events

Requirements:

- Bachelors Degree

- 5-7+ years experience in a similar sales-oriented role

- Experience with another professional membership organization, a big plus

- Excellent oral and written communication skills

- Self motivated professional who is able to work from home and manage themselves

- Ability to attend early morning meetings and evening events (monthly – quarterly)

- A natural networker and “people person,” required!
 
- Creative and an ‘out of the box’ thinker and strong problem solver

Oct 14Regional Director for a Well-Known Business AssociationNew York, New YorkWarm

Our client is a well-known business association. They have recently expanded into New York City and are seeking a Regional Director to lead the charge.  This role is perfect for someone with a strong business network (lawyers, accountants, real estate professionals, and other service providers) who is great at relationship-building and self-motivated.  This is a high-growth, entrepreneurial role within an established company with an incredible track record.  

Responsibilities:

- Develop and maintain a healthy pipeline of qualified member candidates

- Maintain strong membership retention numbers by working with group leaders and executive committee members

- Research and provide custom programs to keep members engaged  

- Ensure group leaders are supported so they can execute on the benefits of the organization and give members the best experience

- Build out the chapters with quality candidates who can add to the group

- Design, implement, and manage marketing programs to get the brand name out to the right professionals

- Facilitate networking between members to add value to the membership and program

- Leverage existing networks to bring in new members

- Lead (plan, facilitate, follow-up) group leader meetings

- Identify appropriate venue/scheduling for Company-hosted events

Requirements:

- Bachelors Degree

- 5-7+ years experience in a similar sales-oriented role

- Experience with another professional membership organization, a big plus

- Excellent oral and written communication skills

- Self motivated professional who is able to work from home and manage themselves

- Ability to attend early morning meetings and evening events (monthly – quarterly)

- A natural networker and “people person,” required!
 
- Creative and an ‘out of the box’ thinker and strong problem solver
 

Oct 14Regional Director for a Business Networking AssociationSouth FloridaWarm

Our client is a well-known business association. They have recently expanded into South Florida and are seeking a Regional Director to lead the charge.  This role is perfect for someone with a strong business network (lawyers, accountants, real estate professionals, and other service providers) who is great at relationship-building and self-motivated.  This is a high-growth, entrepreneurial role within an established company with an incredible track record.  

Responsibilities:

- Develop and maintain a healthy pipeline of qualified member candidates

- Maintain strong membership retention numbers by working with group leaders and executive committee members

- Research and provide custom programs to keep members engaged  

- Ensure group leaders are supported so they can execute on the benefits of the organization and give members the best experience

- Build out the chapters with quality candidates who can add to the group

- Design, implement, and manage marketing programs to get the brand name out to the right professionals

- Facilitate networking between members to add value to the membership and program

- Leverage existing networks to bring in new members

- Lead (plan, facilitate, follow-up) group leader meetings

- Identify appropriate venue/scheduling for Company-hosted events

Requirements:

- Bachelors Degree

- 5-7+ years experience in a similar sales-oriented role

- Experience with another professional membership organization, a big plus

- Excellent oral and written communication skills

- Self motivated professional who is able to work from home and manage themselves

- Ability to attend early morning meetings and evening events (monthly – quarterly)

- A natural networker and “people person,” required!
 
- Creative and an ‘out of the box’ thinker and strong problem solver

 
 

Oct 10Marketing Manager/Director for a Consulting FirmLos Angeles/New YorkHot

Our client is a well-respected and fast-growing executive compensation consulting firm. With years in the industry, they have a comprehensive book of business, ranging from privately held firms to Fortune 100 companies. With their extensive experience, they have great success helping their clients strategically work through tough business issues. They would now like to develop and execute the marketing strategy of their firm. A strong Marketing Manager/Director will support their business strategy and expand their market differentiation and competitive advantage.

Responsibilities

- Own the marketing function of the organization; creating and executing a multi-faceted marketing strategy and branding effort

- Use market data to analyze ROI and determine best places for short and long term investment, as well as to understand market forces and competitive landscape

- Plan and track marketing participation in the executive pay and governance field, working with the firm partnership and industry partners to identify key audiences, themes, and areas of focus, while maintaining a calendar of events, publications, sponsorship, and participation

- Innovate processes to develop new business and relationships

- Oversee CRM database and identify strategy to stay connected with contacts and generate potential leads

- Own the firm’s internet presence to maintain website and social media platforms, in partnership with external vendors

Qualifications

- Bachelors Degree, required (MBA a plus – especially at Director level)

- 5-10+ years marketing experience

- Demonstrated experience developing and successfully executing marketing strategy in a professional services environment, either as a core member of the marketing leadership team or in a strategic or marketing consulting capacity

- Experience developing, analyzing, and researching industry and competitive insights from a range of market sources and data

- Proven ability to understand, report, and drive marketing metrics

- Experience working with CRM systems

- Capability to effectively manage internet, social media, and email content

- Experience developing, supporting, and improving business development results

- Proven ability to see things through end?to?end with evident ambition and motivation

- Desire to join a company with a dynamic culture that thrives off innovation, hard work, and collaboration
 

Oct 3Credit Analyst/Senior Credit Analyst for a Capital LenderSan Diego HotOur client is a capital lender, offering business loans to serve the unique financial needs of businesses throughout the United States. They have funded over $120 million have done business with companies of all sizes and across many industries.  They are a private, family-owned business seeking a Credit Analyst as well as a Senior Analyst to add to their team. The analysts will be responsible for assessing the financial condition of small business loan applicants and approving or declining loans. These are extremely fast-paced roles that will involve decision making authority and leadership within a growing company. 

Responsibilities 

- Review financial statements and analyze business bank statements to determine credit worthiness of small businesses

- Size and structure loans for approved clients

- Complete credit memos for approved loans 

- Conduct ad-hoc research on businesses to protect against fraud

- Interview potential clients in order to further assess ability to repay

- Decline loan applications that do not meet the minimum criteria

Qualifications

- Bachelors’ degree, preferably in Business, Finance, Economics, or a similar discipline

- Minimum 1 year of experience underwriting and analyzing small business loan applications
 
- 2-3 years in the industry, preferred

- A strong grasp of GAAP accounting principles and ability to dissect financial statements and bank statements

- Knowledgeable about the small business lending landscape 

- Well-developed organizational, communication, and time-management skills

- Adept in Microsoft Office Suite, G-Suite, and ability to quickly pick up new programs and CRM systems

- Strong critical thinking, mathematical, and analytical skills

- Ability to make complex decisions under pressure in a fast-paced environment
Sep 25Leader of Project Management for a Popular Cosmetics CompanyLos AngelesHot

Our client is a popular cosmetics company that uses only clean, non-toxic ingredients. They are headquartered in Los Angeles and experiencing rapid growth. They are seeking a Leader of Project Management to ensure timely completion of key projects across all departments as they continue to expand. This person will be responsible for the smooth workflow between departments to ensure everybody meets a similar end goal and all projects are completed in a timely and efficient manner.

Responsibilities:

- Promote effective communication across the entire organization

- Observe and analyze cross-departmental workflows

- Design project dashboards and ensure information and status is communicated to all interested parties

- Manage competing priorities and provide highly competent management advice to all personnel

- Forecast resource needs and set and maintain timelines and budgets

- Schedule and manage timely project review meetings with all interested parties

- Manage multiple communication channels including Asana and Slack and recommend new tools to improve communication

- Trouble-shoot challenges and timeline risks associated with design and digital content production projects

- Travel as needed for industry and company events

Requirements:

- Bachelors Degree

- 7+ years of project management experience in a retail and e-commerce environment

- Excellent communication skills

- Proficiency in Keynote, Word, Excel, GSuite Apps and Slack

- Experience with project management tools such as Asana, Trello, Monday, Podio, Basecamp, Wrike

- Self-starter with exceptional management skills

- Creative and collaborative team player with an impeccable attention to detail

Sep 12Senior Manager for an Elite Management Consultancy Los AngelesHot

Our client is a world-class management consultancy firm that helps clients solve complex, strategic, cultural, and leadership challenges. They have led breakthrough engagements at many of the world's top companies. They approach their work through a systems-view that intentionally connects human dynamics to issues of strategy, organization, and process.

They are seeking a Senior Manager for their Los Angeles office to design and lead client engagements, oversee delivery and the client experience, and contribute to the growth of the business. This role will allow the candidate to work with the C-suite at some of the world's most successful companies. For outstanding candidates they are open to the Manager or Principal level as well for this role.

Responsibilities:

- Lead of team of "A" players on engagements and programs, with responsibility for quality, impact, and client experience

- Manage a team around client engagements to diagnosis problems, design interactive client experiences and facilitate client interactions ranging from project check-ins to breakout groups or large off-sites

- Diagnose root challenges at clients and distill data into meaningful insights

- Communicate with clients to understand their system more clearly, the issues they face and the mindsets and behaviors that will support their transformative vision

- Support the business development process by actively listening and asking the right questions

- Structure, frame, and solve complex organizational and execution problems

- Create project implementation plans based on diagnostic work

- Design interactive client experiences to support realization of client goals

- Develop the firm’s intellectual property through internal and external research

- Inspire others to reduce confusion as a means to solving tough problems

- Play a meaningful role in firm leadership by enabling professional development,? ?mentoring, team leadership, and recruiting

Targeted Qualifications:

- 8+ years of management consulting experience (with a strategy or organizational effectiveness background)

- MBA, strongly preferred

- Strong relationship-building skills both internally and with clients to create long-lasting relationships

- Strong business acumen and ability to learn, apply, and communicate business-related concepts and ideas

- An eye for detail with a high bar for achievement

- Ability to play at all levels

- High tolerance for ambiguity and willingness to be flexible

- Advanced proficiency in Microsoft Office (PowerPoint, Word, Excel) and primary/secondary research

- Belief that work should be about doing something fulfilling!
 

Sep 9Forensic Accounting Senior Manager/Partner for an Economic Consulting and Forensic Accounting FirmLos AngelesHotOur client is a fast-growing economic consulting and forensic accounting firm, partnering with top law firms and attorneys across the country. They are seeking a forensic accounting Senior Manager or above focused on family law to add to their growing team. This company employs a well respected group of professionals who view this role as a vital part of their team. The ideal candidate will have a great energy with a hunger and willingness to learn and grow.

The firm is open to hiring at a variety of levels for this role, from Senior Manager up to Partner.  If you are a polished, enthusiastic, entrepreneurially-minded forensic accountant who is looking for a home where your talent will be nurtured and appreciated, this could be the role for you.

Responsibilities:

- Analyze and investigate financial statements and reports for a wide
variety of clients

- Reconstruct activities and events in financial wrongdoing

- Create presentations in support of legal cases

- Audit records, investigate inconsistencies, and trace assets

- Investigate the legitimacy of information provided by clients

- Prepare declarations, working files, and reports to summarize findings

- Interview individuals who created, contributed to, or reviewed records
under analysis

- Perform electronic discovery and records preservation

- Serve as client point person and in a business development capacity

- Present expert witness testimony


Qualifications:

- Bachelor's Degree

- 4-5 years of General Accounting experience; 1-2 years Forensic Accounting experience (more experience if being considered at the Partner or pre-Partner level)

- Advanced Excel Skills required

- Ability to multi-task

- A desire to learn and great track record of collaboration in previous
teams

- Courtroom-ready presence for testifying portion of the role

- Raw intelligence and intellectual curiosity
Sep 9Manager/Senior Manager for an Elite Management ConsultancySan FranciscoHot

Our client is a world-class management consultancy firm that helps clients solve complex, strategic, cultural, and leadership challenges. They have led breakthrough engagements at many of the world's top companies. They approach their work through a systems-view that intentionally connects human dynamics to issues of strategy, organization, and process.

They are seeking a Manager/Senior Manager for their San Francisco office to design and lead client engagements, oversee delivery and the client experience, and contribute to the growth of the business. This role will allow the candidate to work with the C-suite at some of the world's most successful companies.

Responsibilities:

- Lead of team of "A" players on engagements and programs, with responsibility for quality, impact, and client experience

- Manage a team around client engagements to diagnosis problems, design interactive client experiences and facilitate client interactions ranging from project check-ins to breakout groups or large off-sites

- Diagnose root challenges at clients and distill data into meaningful insights

- Communicate with clients to understand their system more clearly, the issues they face and the mindsets and behaviors that will support their transformative vision

- Support the business development process by actively listening and asking the right questions

- Structure, frame, and solve complex organizational and execution problems

- Create project implementation plans based on diagnostic work

- Design interactive client experiences to support realization of client goals

- Develop the firm’s intellectual property through internal and external research

- Inspire others to reduce confusion as a means to solving tough problems

- Play a meaningful role in firm leadership by enabling professional development,
mentoring, team leadership, and recruiting

Targeted Qualifications:

- 8+ years of management consulting experience (with a strategy or organizational effectiveness background)  

- MBA, required

- Strong relationship-building skills both internally and with clients to create long-lasting relationships

- Strong business acumen and ability to learn, apply, and communicate business-related concepts and ideas

- An eye for detail with a high bar for achievement

- Ability to play at all levels

- High tolerance for ambiguity and willingness to be flexible

- Advanced proficiency in Microsoft Office (PowerPoint, Word, Excel) and primary/secondary research

- Belief that work should be about doing something fulfilling!

Aug 14Portfolio Risk Analyst for a Capital LenderSan Diego , CaliforniaWarm

Our client is a capital lender, offering business loans to serve the unique financial needs of businesses throughout the United States. They have funded over $120 million have done business with companies of all sizes and across many industries.  They are a private, family-owned business seeking a Portfolio Risk Analyst to join their team. The analyst will be responsible for assessing loan data, analyzing trends and monitoring loan risks.

 Responsibilities:

- Work closely with the SVP of Analytics, VP of Credit, CFO, and others in the business to define, assess, and document all business needs and requirements
- Assemble, process, and analyze data related to all aspects of portfolio risk
- Drive risk management strategies through analysis of portfolio and historical data
- Build financial analyses and data reports to monitor portfolio trends
- Support aspects of data analysis for the development of statistical models
- Deliver key insights from data analysis in the form of presentation materials

 Qualifications: 

- Master’s in Economics, Statistics, Finance, Data Science, or similar quantitative field
- Minimum 3 years of experience in underwriting and/or credit analysis
- Strong knowledge of Python and/or R, SQL, and Excel
- Experience with PowerBI or Tableau
- Strong attention to detail and organization skills
- Excellent written and verbal communication skills

Aug 1Head of Finance and Business Affairs for a Revolutionary Product San FranciscoWarm

Our client is an innovative company changing the way people experience the world, creating phone-free events, venues, and experiences. They are seeking a Head of Finance and Business Affairs to manage all financial and legal matters for the company as it continues to evolve. This candidate will drive the company towards growth, efficiency, and long-term success. 

Responsibilities:

- Oversee all financial aspects of business and drive the company's financial strategy and planning

- Provide proactive, in-depth, legal, business-focused advice to the business

- Develop and lead corporate legal strategy to promote and protect the company's matters

- Review contracts, analyzing all clauses/stipulations/obligations and liabilities to ensure they suit the company

- Implement initiatives and processes in order to set standards and reinforce a culture of integrity and ethical behavior across the business 

- Assess the financial performance of the company as well as possible risks and investments

- Set targets for and supervise all accounting and finance personnel

- Oversee all audit and internal control operations

- Prepare timely and detailed reports on financial performance 

Requirements:

-  Bachelors, JD

- 10+ years relevant experience, required

- Ability to see the big picture and drive a company toward success

- Experience managing teams, required

- Strategic mindset and the ability to balance constantly shifting priorities

- Belief in the company mission
 

Jul 24Business Development Executive for a Real Estate Syndication CompanyLos AngelesHot
Our client is a small real estate syndication company that has been extremely profitable for many decades. They are looking for a Business Development Executive to help with the creation and management of relationships with businesses and individuals to bring in high return investments for their clients. 

Responsibilities

- Manage new and existing relationships with owners, investors, private equity funds, hedge funds, pension funds, and etc to raise equities for value-added apartments and industrial buildings 

- Ability to complete initial opportunity evaluation and analysis

- Convert relationships into exclusive financing mandates

- Attend and participate in industry conferences, symposiums, and other high-level events

- Assist in negotiations with capital sources providing equity, where necessary

- Troubleshoot and close transactions, where necessary

Qualifications

- 5+ years experience in raising equity capital for real estate investments

- Strong relationships with sources of equity capital

- Proven origination track record of raising equity for investments

- Previous experience in a mortgage brokerage, CMBS, investment banking, consulting or legal environment, a plus

- Strong quantitative and analytical skills 

- Technology proficient

- Hard-working, high integrity, fun
Jul 12School Finance Analyst for a Mission-Driven OrganizationEmeryvilleHotOur client is a well known social enterprise that is committed to improving and aiding charter schools using a wide variety of operational and financial services. They are looking for a School Finance Analyst to help public schools with daily financial tasks.

Responsibilities:

- Serve as a point of contact  for 4-6 charter schools with increasing client-facing responsibilities

- Prepare with the Accounting team monthly financial statements, including YTD income statements, cash flow statements, and variance analysis for clients

- Create monthly presentations to clients’ boards, analyzing the key issues in the financial statements and offering recommendations for changes in the school operations

- Complete grant reports, state interim reports, and other compliance-related reports

- Ensure that all school reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies

- Build relationships between the client and the charter community throughout Northern California

- Lead special projects including, but not limited to, drafting charter renewals, implementing budget model improvements, and updating charter school manuals

Qualifications:

- 1-5 years of work experience in a related field 

- Strong communication and analytical skills

- Experience in client services, a plus

- Expertise with Microsoft Excel, financial modeling, and/or forecasting

- Ability to travel to school sites and work non-standard hours to attend board meetings

- Strong commitment to education, required

- Knowledge of charter schools, a plus
 
Jul 12School Finance Manager for a Mission-Driven OrganizationEmeryvilleHot Our client is a well known social enterprise that is committed to improving and aiding charter schools using a wide variety of operational and financial services. They are looking for a School Finance Manager to help charter schools with financing, budget planning, as well as other special financial projects. 

Responsibilities: 

- Be the lead contact person for school clients, including managing the client relationship and working with the client’s accounting, payroll, AP, and admin teams to provide excellent customer service

- Prepare with the accounting team monthly financial statements, including YTD income statements, cash flow statements, and variance analysis for school clients

- Create presentations analyzing the key issues in the financial statements and offer recommendations for changes in the school operations

- Analyze, model, and solve problems for school clients on a wide range of business issues

- Manage the budget development and tracking for client schools

• Ensure that all school reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies

- Develop functional expertise in one or more areas of school business operations

Qualifications:

- Advanced degree or equivalent public/private sector business or school operations experience, preferred 

- 4-8+ years work experience

- Strong communication, written and analytical skills

- Customer service orientation or experience in client services

- Expertise with Microsoft Excel, financial modeling, and forecasting

- Experience in business development and marketing initiatives

- Ability to travel occasionally and work non-standard hours to attend board meetings, etc.

- Commitment to education and knowledge of charter schools, a plus
Jun 19Senior Staff Accountant for a Business Management and Accounting FirmLos AngelesHotOur client is a well-known business management and accounting firm that is heavily focused on the entertainment industry. They are looking for a Senior Staff Accountant to help out with their client’s personal finances, corporations, and partnerships.

Responsibilities:

- Serve as a primary senior staff accountant within the firm- reconcile tax documents, prepare personal/corporate financial statements, review annual/yearly general ledgers, prepare and review yearly cash flow projections and asset allocation schedules

- Conduct and perform tax research

- Ability to do year-end tax and financial planning and corporate year-end close-outs

- Capable to deal with the IRS, FTB and local taxing authorities on client matters

Qualifications:

- CPA license or on track to receive it, with at least one exam passed, required

- Strong written and oral communication skills to help run client relationships

- 5 years+ tax preparation for high net worth Individuals and corporations, a plus

- Business management experience, a plus

- Proficiency in Prosystem Fx Tax & BNA Income Tax Planner, a plus

- Strong in Excel
 
Jun 5Mathematics Curriculum Specialist for a Leading Charter SchoolMemphis , TNWarm

Our client is a leading non-profit public school operator and one of the top three largest in the nation. Their organization is dedicated to preparing their 3,000+ students for college, leadership roles, and life. They are seeking a mission-driven Math Curriculum Specialist in Memphis that specializes in all levels of high school math (i.e. Algebra 1, Geometry, Algebra 2, Pre-Calculus, and Calculus). This is a great opportunity for someone who is looking to drive transformative change in underserved communities. 

Responsibilities:  

- Provide teachers assistance with strategies that support the delivery of quality instruction to all students

- Promote instruction that meet the demand of the TN academic standards for Math by providing focused observations, co-planning, and professional development on research-based instructional strategies and classroom practices

- Utilize the coaching model to provide opportunities for teacher reflection on classroom observations

- Train teachers to manage, interpret and use assessment data and facilitate the analysis of data and student work to guide instructional decisions 

- Provide support and assistance to all school site mathematics teachers in the implementation of the math program and benchmark assessments.

- Develop curriculum unit plans and district interim assessments based on external resources

Qualifications:

- Bachelor's degree, required 

- 4+ years' teaching experience in Math at the middle or high school level, with valid credential, required 

- Master in Education, preferred

- Experience teaching Algebra 2, Pre-Calculus/Calculus, strongly preferred 

- Solid knowledge of Instructional Practices Guide (IPG) Observation Rubric, and Achieve the Core skill mapping, strongly preferred

- Excellent verbal and written communication skills 

- Ability to travel to other school sites/locations

- Experience developing and facilitating professional development

- Excellent verbal and written communication skills

- Experience creating assessments and/or implementing curriculum 

- Experience in collaborative planning and delivery of differentiated staff development to classroom teachers 


 

May 2Senior Tax Manager/Director for a Boutique Accounting FirmLos AngelesHot

Our client is a growing CPA firm with a solid reputation based on quality tax, accounting and business management services. With their ongoing growth comes significant opportunity for advancement in the firm. They are seeking a Senior Tax Manager/Director. 

Qualifications:

- Bachelor’s Degree in Accounting or a related field, required

- 8-15+ years of public accounting experience in tax

- CPA, preferred

- Masters of Taxation and experience in real estate, beneficial

- Must be detail oriented and have excellent problem solving and communication skills

- Large local/regional firm tax return review experience focused in Partnership/LLCs, S Corps and Individuals

- Multi State and/or some international work experience, a plus

- Strong technical experience and the ability to lead/train staff

- Experience with CCH Prosystem fx Software