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Pacific Executive Search has been engaged on a search for a Tax Manager with a Private Equity firm.. Support the evaluation of transaction tax structures and the fundraising review process.. Coordinate with external tax accountants and fund administrators to ensure adherence to the Foreign Account Tax Compliance Act (FATCA), Common Reporting Standards (CRS), and other relevant tax regulations.. Industries Venture Capital and Private Equity Principals and Investment Management. Finance and Financial Reporting Manager - Global
As a AVP & Assistant General Counsel you’ll move Pacific Life, and your career, forward by partnering with the investment team to analyze and structure fixed-income investment opportunities. Analyze and advise Pacific Life Investments’ private placement, project finance and private debt teams regarding structure, covenant protections and other investment terms to assist in the evaluation of potential and existing investments. Partner with internal stakeholders including the credit analysts and investment operations on all aspects of the transaction execution process. Partner with the Treasury team on advising, negotiating and drafting agreements and disclosure documents for finance and liquidity transactions including credit facilities, debt issuances, repos, commercial paper, securities lending, intercompany funding, banking matters, and provide legal advice on day-to-day Treasury needs. Relevant experience in corporate finance transactions, such as private debt, private placements or project finance.
We’ve earned coverage and awards from TechCrunch, CNBC, Bloomberg, Forbes, Business Insider, PYMNTS, American Banker, LendIt, and have been named to the.. As the Strategic Finance Lead, you will report to our VP of Finance and be responsible for providing strategic and tactical financial planning and analytical support across the entire business. Lead efforts to build a data-driven culture by providing real-time insights and actionable intelligence across the business, leveraging financial, operational, and market data. 2+ years of investment banking or management consulting experience is strongly preferred. High proficiency in Microsoft Excel, Google Sheets, and experience with BI tools such as Metabase, Tableau, etc.
Product/UI/UX Designer (Contract to Hire Full-Time).. Our AI-powered wealth management platform expands access to historically exclusive alternative assets with curated, institutional-quality investment opportunities in areas such as private equity, venture capital, and pre-IPO companies. As the lead UI/UX Designer at GoodFin, you will be instrumental in shaping a first-of-its-kind user experience and interface of our AI-powered wealth management platform. Working closely with the entire GoodFin team, you will utilize your expertise in UI/UX design, along with your knowledge of the fintech domain and proficiency in Webflow (nice to have). Lead the UI/UX design process from concept to execution, including wireframing, prototyping, and creating high-fidelity mockups.
D3 Search is actively seeking a senior-level Director of Finance candidate for a well-established and highly respected Cbased law practice located in downtown Los Angeles, CA (90071).. Lead the Firm's finance and accounting functions, including general ledger accounting and reporting, budgeting, treasury, audit, cash flow, fixed assets and accounts payable.. This involves close collaboration with the Chief Operating/Financial Officer and the Payroll and Benefits Team.. Cultivate and manage external banking and vendor relationships; serve as spokesperson and Firm liaison to stakeholders in the financial services and business community, as necessary.. Yearly salary is up to 230K (DOE/DOQ) plus a comprehensive and robust health benefits package, generous PTO, flexible hybrid work model (4/1), onsite parking, pet insurance, 401K, referral program, annual salary reviews/increases and lucrative bonuses, and many other notable employee-centered perks, etc.
For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required).. Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.. Identifying the need for borrowing and originating consumer loan applications.. Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders.. Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM and vault.
As a Software Engineer III at JPMorgan Chase within the Corporate Investment Banking, Payments team, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.. Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.). Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments.. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Reporting to the Director of Accounting & Controller, this position is responsible for overseeing the cash management and tax compliance functions at In-N-Out Burger.. In this role, you will supervise the leaders on our treasury operations team and our tax team.. Lead cash management and forecasting, incorporating best practices and automation to improve treasury operations, and cash reporting and forecasting accuracy.. Lead, mentor, and develop the Treasury Operations Team and the Tax Team, fostering a culture of continuous improvement.. Hands-on experience across tax, treasury, cash management, and bank management functions.
Join to apply for the Underwriting Director - National Accounts Property Risk Management (West) role at CNA Insurance. You have a clear vision of where your career can go.. Participates with senior management in the development and implementation of underwriting policy, marketing and business strategy.. Senior level technical and business management acumen, underwriting skill and knowledge of insurance and underwriting principles, practices and procedures.. Director of Financial Planning and Analysis Director of Community Lending and Investment Director / General Manager, Payments & Financial Services Managing Director, Strategic Capital Management (U.S. Commercial Banking) Investment Banking - Mid-Cap Investment Banking - Executive Director Finance & Strategy Director, Consumer Products & Experiences Transaction Services - Associate Director Orange County, CA $135,000.00-$224,000.00 2 weeks ago
PIMCO is seeking a Hedge Fund Treasury Operations Manager with at least 10 years of experience in treasury functions within a global investment bank or multi-strategy hedge fund.. Treasury Management: Oversee treasury functions with a focus on hedge fund and levered vehicles, including cash management, liquidity forecasting, prime brokerage, and funding strategies to ensure optimal capital allocation.. Market Research and Analysis: Stay informed about market trends, economic conditions, and regulatory changes affecting treasury operations, providing strategic insights to the firm's leadership.. Strong understanding of treasury management systems, cash management, prime brokerage and funding strategies.. Possess in-depth knowledge of varying asset classes such as equities, fixed income, alternative investments and derivatives (options, futures, forwards, swaps and credit).
Assists the CFO and VP, Finance in financially analyzing FPCU’s business activities as well as developing new financial tools, financial models, and business cases.. Must be familiar with a variety of Financial Institution financial concepts, practices, and procedures, including Balance Sheet Risk Management (interest rate risk, duration risk, credit risk), Profitability and Funds Transfer Pricing, Loan Analytics, and Asset Liability Management.. Develops and implements cash management operational strategies and continuously improves treasury operations.. Demonstrated understanding of Asset Liability Management modeling and its implications both from a compliance and product development standpoint.. Investment training, modeling and forecast training, asset/liability management skills and budget preparation skills.
Newmark's West Coast Investment Sales team-led by Kevin Shannon-seeks a highly motivated and detail-oriented Director of Finance to oversee analytics and underwriting for one of the most active investment sales platforms in the country. The team has closed over $75 billion in institutional sales and structured financings and has maintained the #1 market share for office sales in Greater Los Angeles for four consecutive years. Broker & Client Engagement: Collaborate closely with brokers and clients to collect due diligence, refine assumptions, and articulate pricing recommendations. Advanced proficiency in ARGUS Enterprise and Excel-based financial modeling.. Strong understanding of financial accounting, valuation methods, cash flow analysis, credit analysis, and real estate investment principles.
The Strategic Planning & Analysis group (“SP&A”) is responsible for financial planning, analysis, and research in support of the development, acquisition, and operating activities of the Irvine Company.. Support the financial planning, analysis, and information management activities of the Company, including collaboration with the real estate divisions (Apartments, Office, Retail, Corporate Business Properties, Community Development) and corporate back office groups (accounting, tax, legal, etc.). Enterprise-level consolidation of financial projections for executive reporting, presentations, and analysis. Heavy exposure to the corporate consolidation model, including weekly cash forecasting, financial ratio projections, downside scenarios, and sensitivity analysis. Minimum two years of experience within corporate finance, financial accounting, investment banking, consulting, or commercial real estate.
ROLE DESCRIPTION: We are seeking a motivated and detail-oriented Asset Management Associate to support the management, optimization, and reporting of our portfolio assets.. This is an in-person position - hybrid and/or remote work is not an option.. Support due diligence and underwriting efforts related to loan deals.. Qualifications: Bachelor’s degree in business management, economics, finance, real estate, or a related field.. 2-8 years of work experience in asset management, lending, investment management, or related fields.
As an AVP & Assistant General Counsel, you'll move Pacific Life and your career forward by partnering with the investment team to analyze and structure fixed-income investment opportunities.. Analyze and advise Pacific Life Investments' private placement, project finance, and private debt teams regarding structure, covenant protections, and other investment terms to assist in the evaluation of potential and existing investments.. Partner with internal stakeholders including credit analysts and investment operations on all aspects of transaction execution.. Partner with the Treasury team on advising, negotiating, and drafting agreements and disclosure documents for finance and liquidity transactions including credit facilities, debt issuances, repos, commercial paper, securities lending, intercompany funding, banking matters, and provide legal advice on day-to-day Treasury needs.. Relevant experience in corporate finance transactions, such as private debt, private placements, or project finance.
Welcome to Lincoln Avenue Communities (LAC)—a leading, mission-driven real estate private equity firm dedicated to strengthening communities through the development and preservation of affordable housing.. Our approach combines strategic investment, thoughtful design, and community partnerships to deliver housing solutions that foster stability, opportunity, and resilience.. Lincoln Avenue Communities is seeking a Sr. Finance Associate to support our financial operations and contribute to its mission-driven initiatives.. This role offers the chance to leverage your accounting and finance expertise to make a meaningful impact in the affordable housing sector.. Experience at a "Big 4" public accounting firm
Reporting directly to the CEO, the VP of Finance will oversee all financial aspects of our multi-entity company, ensuring alignment with strategic objectives and sustainable growth.. The role demands expertise in international business and must be a visible model of integrity, leadership, and managerial excellence.. Lead financial planning, analysis, and reporting for multiple entities, ensuring accuracy, timeliness and compliance with regulatory requirements.. Support corporate development efforts including financial modeling, due diligence preparation, and strategic finance initiatives related to potential acquisitions, partnerships, or exit planning.. Provide strategic guidance on capital identification and allocation, forecasting, budgeting, and financial risk management.
GSA Management LLC is seeking a hands-on Accounting Manager who will perform financial closing, prepare financial statements, and analyze company performance.. The Accounting Manager will supervise, monitor, and evaluate day-to-day accounting activities, and ensure that monthly/quarterly/annual financial books are closed in accordance with IFRS and GAAP. In addition, the Accounting Manager will work with controllers and senior accountants to develop accounting procedures and internal controls and implement new technologies to increase efficiencies across the organization.. Record consolidation/elimination entries and prepare consolidated financial statements and analytics.. Ensure timely and accurate preparation and filing of tax returns, including sales and use tax, property tax, and other regulatory filings.. A mix of real estate and fund accounting experience is highly preferred.
ODK Media, Inc. is a media group headquartered in Fullerton, CA that provides access to premium international content through its owned and operated streaming platforms, including OnDemandKorea, OnDemandChina, OnDemandViet, and Amasian TV. It also distributes content to global streaming services, cable operators, and movie theaters, serving as the Asian media hub for AAPI communities across the country.. VP of Finance and Accounting. to join our growing team, who will oversee all financial aspects of the company, including Private Equity, Venture Capital relations, as well as Mergers & Acquisitions activities.. CPA, CFA, or MBA preferred.. In addition, ODK Media, Inc. offers a wide range of best in class, comprehensive and inclusive employee benefits for this role including medical, dental, vision, and life insurance, 401(k), unlimited PTO, and more.
Planned Parenthood of Orange and San Bernardino Counties has a full-time opportunity for a Director of Finance/Controller in Anaheim, CA. Responsible for developing and implementing improved accounting and financial reporting policies and procedures under the direction of the VP of Finance.. Abortion patients are cared for at each of our health centers and in part through the administrative, support, and other non-clinical services provided at all PPOSBC locations and by all PPOSBC employees, and supporting these critical services is an essential job duty and fundamental responsibility of all employees.. Oversees certain general and grant accounting, patient accounting reconciliation, regulatory reporting, and tax and financial reporting functions.. Compiles and reports variances to the VP of Finance along with monthly financial statements.