Essential Duties and Tasks To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. Reasonable accommodations may be made, upon request, to enable individuals with disabilities to perform the essential functions. Responsible for developing policies, practices and procedures that have significant impact on the organization. Coordinate all audit activity. Oversee the preparation of financial statements & filings in compliance with GAAP & other regulatory standards . Consistently analyze financial data and present financial reports in an accurate and timely manner; clearly communicate site level and consolidated monthly, quarterly, and annual financial statements; monitor progress and changes and keep senior leadership abreast of financial status. Support the VP, Finance in engaging the board's audit and finance committees around issues and trends in financial operating models and delivery. Lead and direct the divisions finance team including creating and promoting a positive and supportive work environment. Leverage strengths of team members to help clarify roles and responsibilities, develop and implement training programs to maximize and reach optimal individual and organizational goals. Align department strategy with organizational goals Responsible for personnel actions including hiring, performance and termination Provide leadership in strengthening internal communications with staff at all levels throughout the organization Manage organizational cash flow forecasting by working in partnership with executive leadership including vice presidents; continuously collaborate to assess the financial efficacy of program operations and establish finance and administrative systems as a support system. Manage and track the performance of invested assets in keeping with policies and investment guidelines. Oversee & prepare monthly/quarterly consolidated supplemental detail in support of monthly financial reports including ad-hoc reports and analyses of division. finances that facilitate decision making. All other duties as assigned. Qualifications, Education, and Experience Bachelor's degree in either Accounting or Finance. Minimum 10 years of experience in Financial Management in a manufacturing organization. CPA certification and/or MBA preferred. Background with a Big Four accounting firm (Deloitte, EY, KPMG, or PwC) is highly preferred. Proven and effective leadership and management skills Solid experience coordinating audit activities and managing reporting, budget development and analysis, accounts payable and receivable, general ledger, payroll, and accounting for investments. Analytical thinking, ability to analyze financial data and prepare financial reports. Excellent interpersonal skills. Solid working knowledge of automated financial and accounting reporting systems and related manufacturing. Experience using Microsoft Office Suite (Word, Excel, Power Point), Visio, Teams and Outlook. Maintains strict confidentiality and protects privacy of confidential/sensitive information. Exceptional time management and organization skills. Ability to manage multiple tasks and projects simultaneously establishing priorities to meet deadlines. Ability to communicate effectively (verbal, written, and presentations) with executive leadership, staff, and internal and external clients. Proactive; exercises sound judgment and decision making; able to identify problems and needs and develop solutions and/or options. Self-confident, self-motivated polished professional who thrives in a challenging, fast-paced environment. Salary: $135,300 - $176,200 annually Work Environment Work primarily in a climate controlled indoor environment with minimal safety/health hazard potential. Hearing protection, safety shoes and vision protection as required. This role operates in a professional office environment that requires some exposure to a manufacturing environment. Employee is rarely exposed to non-toxic/nuisance smells from chemicals, airborne dust, moving mechanical parts, high noise levels and hot/humid environmental conditions in the manufacturing area. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Employee is regularly required to stand; walk; use hands/fingers to type, hold, handle, or feel; and reach with hands and arms. The employee is regularly required to talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Education Required Bachelors or better in Accounting or related field Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
06/09/2025
Full time
Essential Duties and Tasks To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. Reasonable accommodations may be made, upon request, to enable individuals with disabilities to perform the essential functions. Responsible for developing policies, practices and procedures that have significant impact on the organization. Coordinate all audit activity. Oversee the preparation of financial statements & filings in compliance with GAAP & other regulatory standards . Consistently analyze financial data and present financial reports in an accurate and timely manner; clearly communicate site level and consolidated monthly, quarterly, and annual financial statements; monitor progress and changes and keep senior leadership abreast of financial status. Support the VP, Finance in engaging the board's audit and finance committees around issues and trends in financial operating models and delivery. Lead and direct the divisions finance team including creating and promoting a positive and supportive work environment. Leverage strengths of team members to help clarify roles and responsibilities, develop and implement training programs to maximize and reach optimal individual and organizational goals. Align department strategy with organizational goals Responsible for personnel actions including hiring, performance and termination Provide leadership in strengthening internal communications with staff at all levels throughout the organization Manage organizational cash flow forecasting by working in partnership with executive leadership including vice presidents; continuously collaborate to assess the financial efficacy of program operations and establish finance and administrative systems as a support system. Manage and track the performance of invested assets in keeping with policies and investment guidelines. Oversee & prepare monthly/quarterly consolidated supplemental detail in support of monthly financial reports including ad-hoc reports and analyses of division. finances that facilitate decision making. All other duties as assigned. Qualifications, Education, and Experience Bachelor's degree in either Accounting or Finance. Minimum 10 years of experience in Financial Management in a manufacturing organization. CPA certification and/or MBA preferred. Background with a Big Four accounting firm (Deloitte, EY, KPMG, or PwC) is highly preferred. Proven and effective leadership and management skills Solid experience coordinating audit activities and managing reporting, budget development and analysis, accounts payable and receivable, general ledger, payroll, and accounting for investments. Analytical thinking, ability to analyze financial data and prepare financial reports. Excellent interpersonal skills. Solid working knowledge of automated financial and accounting reporting systems and related manufacturing. Experience using Microsoft Office Suite (Word, Excel, Power Point), Visio, Teams and Outlook. Maintains strict confidentiality and protects privacy of confidential/sensitive information. Exceptional time management and organization skills. Ability to manage multiple tasks and projects simultaneously establishing priorities to meet deadlines. Ability to communicate effectively (verbal, written, and presentations) with executive leadership, staff, and internal and external clients. Proactive; exercises sound judgment and decision making; able to identify problems and needs and develop solutions and/or options. Self-confident, self-motivated polished professional who thrives in a challenging, fast-paced environment. Salary: $135,300 - $176,200 annually Work Environment Work primarily in a climate controlled indoor environment with minimal safety/health hazard potential. Hearing protection, safety shoes and vision protection as required. This role operates in a professional office environment that requires some exposure to a manufacturing environment. Employee is rarely exposed to non-toxic/nuisance smells from chemicals, airborne dust, moving mechanical parts, high noise levels and hot/humid environmental conditions in the manufacturing area. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Employee is regularly required to stand; walk; use hands/fingers to type, hold, handle, or feel; and reach with hands and arms. The employee is regularly required to talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Education Required Bachelors or better in Accounting or related field Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Description: Job Purpose The Regional Financial Manager is responsible for the regional implementation of Koppert's global financial strategy across our USA, Canada, and Mexico subsidiaries, aligning financial planning, performance, and compliance with the company's objectives. This role operates closely with the global finance organization, including shared KPIs. You will be part of an international team of Regional Financial Managers. This role is pivotal to strengthening financial governance, optimizing resource allocation, enabling profitable growth, and supporting Koppert's long-term value creation in the North American agricultural market. At Koppert, we are passionate about contributing to a healthier planet by helping growers produce in a sustainable and environmentally friendly way. Our culture is collaborative, innovative, and rooted in science and purpose. If you're inspired by meaningful work and want to be part of a team driving change in agriculture, this role offers both challenge and opportunity. Primary Duties and Responsibilities To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Lead and execute Koppert's regional financial strategy across USA, Canada, and Mexico, ensuring alignment with global financial objectives and regional business needs. Drive the regional planning and control cycle, including budgeting, forecasting, and variance analysis, in close collaboration with local and global finance teams. Lead all finance operations including accounting, budgeting, forecasting, financial reporting, compliance, ESG reporting, cash management, and investment strategies. Oversee monthly financial close processes and ensure timely and accurate regional reporting in accordance with internal and external standards. Collaborate with global finance and business control teams to harmonize internal controls, transfer pricing, and cross-border financial practices. Provide financial insights and decision support on regional growth opportunities, OPEX investments, pricing strategies, and capital expenditures. Optimize cash flow and working capital management across subsidiaries. Monitor and improve key metrics such as cash conversion cycles and return on OPEX investments. Support company merger and acquisition activities. Ensure compliance with local tax, legal, and regulatory frameworks, and serve as a liaison to auditors, financial institutions, and relevant authorities. Serve as the key interface with financial institutions, auditors, third party service providers and all other outside stakeholders. Establish strong internal controls and ensure compliance with GAAP and all applicable state, federal, and international laws. Support regional implementation of ERP and finance system improvements, enabling data-driven decision-making and standardized financial operations. Supervisory Responsibilities: Provide functional leadership to finance teams in the USA, Canada, and Mexico, ensuring capability development and regional consistency in financial practices. Act as a mentor and sparring partner to local controllers, promoting professional growth and accountability for regional KPIs. Lead cross-functional initiatives that enhance financial transparency and performance across departments and countries. Conduct performance reviews and support continuous improvement through structured feedback and development planning. Lead and inspire a high-performing accounting and finance team. Requirements: Education and Experience Minimum of Master's or equivalent degree in finance, accounting, business, or related field. CPA or CMA preferred. Minimum of 10 years of relevant industry experience with proven success creating and implementing financial strategies. Demonstrated ability to balance strategic planning with delegated execution. International North American experience in finance, tax, and compliance. Skills and Qualifications Excellent written and verbal communication skills. Strong leadership skills with the ability to get favorable results. Ability to work independently and effectively with minimal supervision while meeting performance metrics. Excellent organizational skills and attention to detail. Extensive knowledge of financial management; ability to interpret financial data as needed to set organizational goals. Advanced experience in developing financial strategies. Advanced experience implementing and measuring KPIs. Proficient in Microsoft 365, D365 (Power BI), SAP Concur, Tagetik or similar software. English proficiency required, bilingual in Spanish a plus. Growth-mindset with an eagerness to learn new things and continuously improve. Working Conditions & Physical Requirements General office environment: will work at a desk in a well-lit, air-conditioned office with moderate noise levels. Occasional exposure to live biological materials, including bumblebees and mites. Ability to travel (air and ground) up to 25% of the time. Ability to regularly sit, stand, or walk for extended periods of time. Ability to frequently lift and/or move up to ten pounds and occasionally lift and/or move up to twenty-five pounds. Ability to control emotions under various levels of pressure, stress, and fast-paced activities. Working at Koppert Koppert stands at the forefront of sustainable agriculture, having been founded in 1967 by visionary Dutch grower Jan Koppert. Our mission is to make agriculture healthier, safer, and more productive by partnering with nature. We achieve this through the use of natural enemies to combat pests, employing bumblebees for pollination, and leveraging microbials and biostimulants to support, protect, and strengthen crops. Our innovations have propelled a significant shift towards sustainable agriculture over the past 50 years, offering growers and farmers worldwide natural solutions that restore balance in their crops, improve health and resilience, and increase yield. With a clear vision of achieving 100% sustainable agriculture, we collaborate with growers, partners, universities, research institutions, and governmental bodies globally to meet the highest food safety demands while contributing to the better health of people and the planet. Through our integrated system of specialist knowledge and natural solutions, we continue to drive agricultural innovation and impact, embodying our commitment to partner with nature and promote sustainable growing practices. Comprehensive benefits package to include medical, dental, and vision insurance, employer funded health savings account, tuition reimbursement, employer 401K match, life insurance, wellness program initiatives, employee assistance program, Volunteer Day, Koppert gear, and generous PTO! Koppert Biological Systems is a veteran-friendly, Equal Opportunity Employer. Qualified applicants will be considered without regard to race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status. If you want to join a global and growing organization submit your cover letter and resume. At Koppert, we learn something every day! PI3fab7568d78d-3011
06/06/2025
Full time
Description: Job Purpose The Regional Financial Manager is responsible for the regional implementation of Koppert's global financial strategy across our USA, Canada, and Mexico subsidiaries, aligning financial planning, performance, and compliance with the company's objectives. This role operates closely with the global finance organization, including shared KPIs. You will be part of an international team of Regional Financial Managers. This role is pivotal to strengthening financial governance, optimizing resource allocation, enabling profitable growth, and supporting Koppert's long-term value creation in the North American agricultural market. At Koppert, we are passionate about contributing to a healthier planet by helping growers produce in a sustainable and environmentally friendly way. Our culture is collaborative, innovative, and rooted in science and purpose. If you're inspired by meaningful work and want to be part of a team driving change in agriculture, this role offers both challenge and opportunity. Primary Duties and Responsibilities To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Lead and execute Koppert's regional financial strategy across USA, Canada, and Mexico, ensuring alignment with global financial objectives and regional business needs. Drive the regional planning and control cycle, including budgeting, forecasting, and variance analysis, in close collaboration with local and global finance teams. Lead all finance operations including accounting, budgeting, forecasting, financial reporting, compliance, ESG reporting, cash management, and investment strategies. Oversee monthly financial close processes and ensure timely and accurate regional reporting in accordance with internal and external standards. Collaborate with global finance and business control teams to harmonize internal controls, transfer pricing, and cross-border financial practices. Provide financial insights and decision support on regional growth opportunities, OPEX investments, pricing strategies, and capital expenditures. Optimize cash flow and working capital management across subsidiaries. Monitor and improve key metrics such as cash conversion cycles and return on OPEX investments. Support company merger and acquisition activities. Ensure compliance with local tax, legal, and regulatory frameworks, and serve as a liaison to auditors, financial institutions, and relevant authorities. Serve as the key interface with financial institutions, auditors, third party service providers and all other outside stakeholders. Establish strong internal controls and ensure compliance with GAAP and all applicable state, federal, and international laws. Support regional implementation of ERP and finance system improvements, enabling data-driven decision-making and standardized financial operations. Supervisory Responsibilities: Provide functional leadership to finance teams in the USA, Canada, and Mexico, ensuring capability development and regional consistency in financial practices. Act as a mentor and sparring partner to local controllers, promoting professional growth and accountability for regional KPIs. Lead cross-functional initiatives that enhance financial transparency and performance across departments and countries. Conduct performance reviews and support continuous improvement through structured feedback and development planning. Lead and inspire a high-performing accounting and finance team. Requirements: Education and Experience Minimum of Master's or equivalent degree in finance, accounting, business, or related field. CPA or CMA preferred. Minimum of 10 years of relevant industry experience with proven success creating and implementing financial strategies. Demonstrated ability to balance strategic planning with delegated execution. International North American experience in finance, tax, and compliance. Skills and Qualifications Excellent written and verbal communication skills. Strong leadership skills with the ability to get favorable results. Ability to work independently and effectively with minimal supervision while meeting performance metrics. Excellent organizational skills and attention to detail. Extensive knowledge of financial management; ability to interpret financial data as needed to set organizational goals. Advanced experience in developing financial strategies. Advanced experience implementing and measuring KPIs. Proficient in Microsoft 365, D365 (Power BI), SAP Concur, Tagetik or similar software. English proficiency required, bilingual in Spanish a plus. Growth-mindset with an eagerness to learn new things and continuously improve. Working Conditions & Physical Requirements General office environment: will work at a desk in a well-lit, air-conditioned office with moderate noise levels. Occasional exposure to live biological materials, including bumblebees and mites. Ability to travel (air and ground) up to 25% of the time. Ability to regularly sit, stand, or walk for extended periods of time. Ability to frequently lift and/or move up to ten pounds and occasionally lift and/or move up to twenty-five pounds. Ability to control emotions under various levels of pressure, stress, and fast-paced activities. Working at Koppert Koppert stands at the forefront of sustainable agriculture, having been founded in 1967 by visionary Dutch grower Jan Koppert. Our mission is to make agriculture healthier, safer, and more productive by partnering with nature. We achieve this through the use of natural enemies to combat pests, employing bumblebees for pollination, and leveraging microbials and biostimulants to support, protect, and strengthen crops. Our innovations have propelled a significant shift towards sustainable agriculture over the past 50 years, offering growers and farmers worldwide natural solutions that restore balance in their crops, improve health and resilience, and increase yield. With a clear vision of achieving 100% sustainable agriculture, we collaborate with growers, partners, universities, research institutions, and governmental bodies globally to meet the highest food safety demands while contributing to the better health of people and the planet. Through our integrated system of specialist knowledge and natural solutions, we continue to drive agricultural innovation and impact, embodying our commitment to partner with nature and promote sustainable growing practices. Comprehensive benefits package to include medical, dental, and vision insurance, employer funded health savings account, tuition reimbursement, employer 401K match, life insurance, wellness program initiatives, employee assistance program, Volunteer Day, Koppert gear, and generous PTO! Koppert Biological Systems is a veteran-friendly, Equal Opportunity Employer. Qualified applicants will be considered without regard to race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status. If you want to join a global and growing organization submit your cover letter and resume. At Koppert, we learn something every day! PI3fab7568d78d-3011
Dreaming big is in our DNA. It's who we are as a company. It's our culture. It's our heritage. And more than ever, it's our future. A future where we're always looking forward. Always serving up new ways to meet life's moments. A future where we keep dreaming bigger. We look for people with passion, talent, and curiosity, and provide them with the teammates, resources and opportunities to unleash their full potential. The power we create together - when we combine your strengths with ours - is unstoppable. Are you ready to join a team that dreams as big as you do? SALARY: $104,800-$124,450, bonus & long-term incentive eligible COMPANY: Michelob ULTRA. Cutwater Spirits. Budweiser. Kona Brewing Co. Stella Artois. Bud Light. That's right, over 100 of America's most loved brands, to be exact. But there's so much more to us than our top-notch portfolio of beers, seltzers, and more. We are powered by a 19,000-strong team that shares our passion to create a future with more cheers. We look for people with talent, curiosity, and commitment and provide the teammates, resources and opportunities to unleash their full potential. The power we create together - when we combine your strengths with ours - is unstoppable. Are you ready to join a team that dreams as big as you do? ROLE SUMMARY: As a Sr. Controller supporting Vertical Operations, you will be responsible for providing strategic financial leadership and robust analytical support to drive operational and financial performance at the plant level. This position leads key financial processes, including month-end close, projections, budgeting, and variance analysis, ensuring the delivery of accurate, timely, and insightful reporting to support decision-making. The role requires a strong command of financial principles and cost accounting within a manufacturing environment, with a focus on both routine and ad hoc analysis to identify issues, recommend corrective actions, and support business case development. It acts as a critical partner to cross-functional teams, delivering objective financial perspectives and ensuring alignment with internal controls and compliance standards such as IFRS and SOX. With proven leadership and project management capabilities, this role frequently leads and contributes to process improvement initiatives and cross-functional projects, ensuring responsibilities are executed with accuracy, urgency, and attention to detail. Strong communication skills and a collaborative approach are essential to influence stakeholders and drive successful outcomes. JOB RESPONSIBILITIES: Provide financial leadership and analytical support to Vertical Operations plant Responsible for leading & coordinating month-end closing, latest estimates (projections), reporting/variance analysis, and budgets Provide both routine and ad hoc accurate and timely reporting, analysis, tracking & monitoring, and budget support Perform variance analysis combined with developing and producing models and reports to conduct analysis based on management/customer requests to determine issues and escalate for resolution Serve as an objective point of view by providing business case analysis to proposed changes Ensure compliance to internal controls, standards, and regulations (IFRS, SOX/MICs, etc.) Lead and participate as a member of process improvement or project teams Assume and complete project responsibilities in a timely and accurate fashion Take corrective action to resolve errors or inconsistencies JOB QUALIFICATIONS: Bachelor's degree in Accounting or Finance MBA and/or CPA a plus 5+ years of experience in an analytical or Accounting/Finance role. Cost accounting/manufacturing experience preferred Thorough understanding of financial processes, including financial statements, general accounting Strong knowledge of SAP Advanced knowledge of Microsoft Office required Strong analytical and problem solving skills; excellent oral and written communication skills High sense of urgency and ability to work with minimal direct supervision Proven organizational and leadership skills; demonstrated ability to work collaboratively with multiple customers and support groups to achieve a desired goal WHY ANHEUSER-BUSCH: Anheuser-Busch has always dreamed big. It's who we are as a company. It's our culture. It's our heritage. And more than ever, it's our future. A future where we're always looking forward. Always serving up new ways to meet life's moments. A future where we keep dreaming bigger. To reimagine what a beer company can be. And what, together with our people and our partners, Anheuser-Busch can do. Our collective impact is significant. Over the last decade alone, we have contributed more than $400 million to charitable organizations that support our communities, provided over 90 million cans of emergency drinking water, and, together with our wholesaler partners, invested more than $1 billion into responsible drinking initiatives. At the heart of these investments is our shared commitment to community - providing opportunity for our people, lifting our neighbors, and making a meaningful difference in the world. This future is our purpose. A future that everyone can celebrate, and everyone can share in. A future with more cheers. BENEFITS: Health benefits including Medical, Dental, Vision, Wellness and Tax-Advantaged Savings and Spending Accounts Life Insurance and Disability Income Protection Generous Parental Leave and FMLA policies 401(k) Retirement Savings options with a company matching contribution Chance to work in a fast-paced environment among a company of owners Free Beer!
06/05/2025
Full time
Dreaming big is in our DNA. It's who we are as a company. It's our culture. It's our heritage. And more than ever, it's our future. A future where we're always looking forward. Always serving up new ways to meet life's moments. A future where we keep dreaming bigger. We look for people with passion, talent, and curiosity, and provide them with the teammates, resources and opportunities to unleash their full potential. The power we create together - when we combine your strengths with ours - is unstoppable. Are you ready to join a team that dreams as big as you do? SALARY: $104,800-$124,450, bonus & long-term incentive eligible COMPANY: Michelob ULTRA. Cutwater Spirits. Budweiser. Kona Brewing Co. Stella Artois. Bud Light. That's right, over 100 of America's most loved brands, to be exact. But there's so much more to us than our top-notch portfolio of beers, seltzers, and more. We are powered by a 19,000-strong team that shares our passion to create a future with more cheers. We look for people with talent, curiosity, and commitment and provide the teammates, resources and opportunities to unleash their full potential. The power we create together - when we combine your strengths with ours - is unstoppable. Are you ready to join a team that dreams as big as you do? ROLE SUMMARY: As a Sr. Controller supporting Vertical Operations, you will be responsible for providing strategic financial leadership and robust analytical support to drive operational and financial performance at the plant level. This position leads key financial processes, including month-end close, projections, budgeting, and variance analysis, ensuring the delivery of accurate, timely, and insightful reporting to support decision-making. The role requires a strong command of financial principles and cost accounting within a manufacturing environment, with a focus on both routine and ad hoc analysis to identify issues, recommend corrective actions, and support business case development. It acts as a critical partner to cross-functional teams, delivering objective financial perspectives and ensuring alignment with internal controls and compliance standards such as IFRS and SOX. With proven leadership and project management capabilities, this role frequently leads and contributes to process improvement initiatives and cross-functional projects, ensuring responsibilities are executed with accuracy, urgency, and attention to detail. Strong communication skills and a collaborative approach are essential to influence stakeholders and drive successful outcomes. JOB RESPONSIBILITIES: Provide financial leadership and analytical support to Vertical Operations plant Responsible for leading & coordinating month-end closing, latest estimates (projections), reporting/variance analysis, and budgets Provide both routine and ad hoc accurate and timely reporting, analysis, tracking & monitoring, and budget support Perform variance analysis combined with developing and producing models and reports to conduct analysis based on management/customer requests to determine issues and escalate for resolution Serve as an objective point of view by providing business case analysis to proposed changes Ensure compliance to internal controls, standards, and regulations (IFRS, SOX/MICs, etc.) Lead and participate as a member of process improvement or project teams Assume and complete project responsibilities in a timely and accurate fashion Take corrective action to resolve errors or inconsistencies JOB QUALIFICATIONS: Bachelor's degree in Accounting or Finance MBA and/or CPA a plus 5+ years of experience in an analytical or Accounting/Finance role. Cost accounting/manufacturing experience preferred Thorough understanding of financial processes, including financial statements, general accounting Strong knowledge of SAP Advanced knowledge of Microsoft Office required Strong analytical and problem solving skills; excellent oral and written communication skills High sense of urgency and ability to work with minimal direct supervision Proven organizational and leadership skills; demonstrated ability to work collaboratively with multiple customers and support groups to achieve a desired goal WHY ANHEUSER-BUSCH: Anheuser-Busch has always dreamed big. It's who we are as a company. It's our culture. It's our heritage. And more than ever, it's our future. A future where we're always looking forward. Always serving up new ways to meet life's moments. A future where we keep dreaming bigger. To reimagine what a beer company can be. And what, together with our people and our partners, Anheuser-Busch can do. Our collective impact is significant. Over the last decade alone, we have contributed more than $400 million to charitable organizations that support our communities, provided over 90 million cans of emergency drinking water, and, together with our wholesaler partners, invested more than $1 billion into responsible drinking initiatives. At the heart of these investments is our shared commitment to community - providing opportunity for our people, lifting our neighbors, and making a meaningful difference in the world. This future is our purpose. A future that everyone can celebrate, and everyone can share in. A future with more cheers. BENEFITS: Health benefits including Medical, Dental, Vision, Wellness and Tax-Advantaged Savings and Spending Accounts Life Insurance and Disability Income Protection Generous Parental Leave and FMLA policies 401(k) Retirement Savings options with a company matching contribution Chance to work in a fast-paced environment among a company of owners Free Beer!
Principal Responsibilties Financial Adherence to investment policies and guidelines adopted by the Board,working closely with the Investment Committee, investment consultants,investment managers and staff. Establish and monitor adheren
06/03/2025
Full time
Principal Responsibilties Financial Adherence to investment policies and guidelines adopted by the Board,working closely with the Investment Committee, investment consultants,investment managers and staff. Establish and monitor adheren
Dreaming big is in our DNA. It's who we are as a company. It's our culture. It's our heritage. And more than ever, it's our future. A future where we're always looking forward. Always serving up new ways to meet life's moments. A future where we keep dreaming bigger. We look for people with passion, talent, and curiosity, and provide them with the teammates, resources and opportunities to unleash their full potential. The power we create together - when we combine your strengths with ours - is unstoppable. Are you ready to join a team that dreams as big as you do? SALARY: Pay rate based on skill. Continued skill progression offers opportunities for pay advancement. Base entry rate: $43.23 Advanced rate: $46.23 Expert rate: $48.23 Opportunity for Lead pay at 11.2% of current rate. $92,000 to $213,000 Avg. Annual Earnings (Includes Overtime) + $10,000 Signing Bonus SHIFT: 10:30pm - 6:30am or 2:30pm - 10:30pm COMPANY: Michelob ULTRA. Cutwater Spirits. Budweiser. Kona Brewing Co. Stella Artois. Bud Light. That's right, over 100 of America's most loved brands, to be exact. But there's so much more to us than our top-notch portfolio of beers, seltzers, and more. We are powered by a 19,000-strong team that shares our passion to create a future with more cheers. We look for people with talent, curiosity, and commitment and provide the teammates, resources and opportunities to unleash their full potential. The power we create together - when we combine your strengths with ours - is unstoppable. Are you ready to join a team that dreams as big as you do? ROLE SUMMARY: If you are passionate about maintenance and troubleshooting while working in a fast-paced environment, Anheuser-Busch could be your next stop in fulfilling your career goals. Our Maintenance Electricians work in a team or independently within a high-speed manufacturing environment and are the key in guaranteeing that our quality is where it needs to be: the very best. Opportunities available to maximize your earnings and expand your technical knowledge. If you are looking for a new challenge, come join our team today! JOB RESPONSIBILITIES: Responsible for maintaining and programming programmable logic controllers (PLC) and computer process controls Maintain machinery, meeting maintenance requirements for 480-volt, 3-phase systems including single phase 120-volt systems and larger 4,160-volt equipment to minimize downtime Support, troubleshoot, improve, and maintain high-speed production and packaging machinery Effectively and safely operate and maintain can manufacturing equipment with a focus on plant safety, 5S, quality, production, and cost goals Perform quality, maintenance and housekeeping checks while managing the technical process Work as part of a team to read and interpret information, monitor equipment, and inspect product to maintain quality standards Follow safe work practices and maintain a solid understanding of first aid and emergency procedures. Complete assigned work efficiently and per Standard Operating Procedures (SOP's) JOB QUALIFICATIONS: Two-year associate's degree, technical certification, or equivalent industrial electrician work experience a plus Minimum 3 years' experience programming and troubleshooting PLC's and troubleshooting AC variable speed drives Outstanding communication and team-orientation skills Ability to troubleshoot problems, identify root causes (e.g. six sigma analysis) and propose and implement remedies Knowledge of servos and related controllers including hydraulic and pneumatic temperature controls Ability to read and interpret electrical schematics Application of high-level quality standards Excellent computer skills WHY ANHEUSER-BUSCH: Anheuser-Busch has always dreamed big. It's who we are as a company. It's our culture. It's our heritage. And more than ever, it's our future. A future where we're always looking forward. Always serving up new ways to meet life's moments. A future where we keep dreaming bigger. To reimagine what a beer company can be. And what, together with our people and our partners, Anheuser-Busch can do. Our collective impact is significant. Over the last decade alone, we have contributed more than $400 million to charitable organizations that support our communities, provided over 90 million cans of emergency drinking water, and, together with our wholesaler partners, invested more than $1 billion into responsible drinking initiatives. At the heart of these investments is our shared commitment to community - providing opportunity for our people, lifting up our neighbors, and making a meaningful difference in the world. This future is our purpose. A future that everyone can celebrate, and everyone can share in. A future with more cheers. BENEFITS: Health benefits including Medical, Dental, Vision, Wellness and Tax-Advantaged Savings and Spending Accounts Life Insurance and Disability Income Protection $6.16 Pension Contribution for all hours worked ($39,000 Average annual company contributions) Opportunity to grow in role after 2.5 years based on skill and leadership capabilities 401k Match: 3% Free Beer!
06/01/2025
Full time
Dreaming big is in our DNA. It's who we are as a company. It's our culture. It's our heritage. And more than ever, it's our future. A future where we're always looking forward. Always serving up new ways to meet life's moments. A future where we keep dreaming bigger. We look for people with passion, talent, and curiosity, and provide them with the teammates, resources and opportunities to unleash their full potential. The power we create together - when we combine your strengths with ours - is unstoppable. Are you ready to join a team that dreams as big as you do? SALARY: Pay rate based on skill. Continued skill progression offers opportunities for pay advancement. Base entry rate: $43.23 Advanced rate: $46.23 Expert rate: $48.23 Opportunity for Lead pay at 11.2% of current rate. $92,000 to $213,000 Avg. Annual Earnings (Includes Overtime) + $10,000 Signing Bonus SHIFT: 10:30pm - 6:30am or 2:30pm - 10:30pm COMPANY: Michelob ULTRA. Cutwater Spirits. Budweiser. Kona Brewing Co. Stella Artois. Bud Light. That's right, over 100 of America's most loved brands, to be exact. But there's so much more to us than our top-notch portfolio of beers, seltzers, and more. We are powered by a 19,000-strong team that shares our passion to create a future with more cheers. We look for people with talent, curiosity, and commitment and provide the teammates, resources and opportunities to unleash their full potential. The power we create together - when we combine your strengths with ours - is unstoppable. Are you ready to join a team that dreams as big as you do? ROLE SUMMARY: If you are passionate about maintenance and troubleshooting while working in a fast-paced environment, Anheuser-Busch could be your next stop in fulfilling your career goals. Our Maintenance Electricians work in a team or independently within a high-speed manufacturing environment and are the key in guaranteeing that our quality is where it needs to be: the very best. Opportunities available to maximize your earnings and expand your technical knowledge. If you are looking for a new challenge, come join our team today! JOB RESPONSIBILITIES: Responsible for maintaining and programming programmable logic controllers (PLC) and computer process controls Maintain machinery, meeting maintenance requirements for 480-volt, 3-phase systems including single phase 120-volt systems and larger 4,160-volt equipment to minimize downtime Support, troubleshoot, improve, and maintain high-speed production and packaging machinery Effectively and safely operate and maintain can manufacturing equipment with a focus on plant safety, 5S, quality, production, and cost goals Perform quality, maintenance and housekeeping checks while managing the technical process Work as part of a team to read and interpret information, monitor equipment, and inspect product to maintain quality standards Follow safe work practices and maintain a solid understanding of first aid and emergency procedures. Complete assigned work efficiently and per Standard Operating Procedures (SOP's) JOB QUALIFICATIONS: Two-year associate's degree, technical certification, or equivalent industrial electrician work experience a plus Minimum 3 years' experience programming and troubleshooting PLC's and troubleshooting AC variable speed drives Outstanding communication and team-orientation skills Ability to troubleshoot problems, identify root causes (e.g. six sigma analysis) and propose and implement remedies Knowledge of servos and related controllers including hydraulic and pneumatic temperature controls Ability to read and interpret electrical schematics Application of high-level quality standards Excellent computer skills WHY ANHEUSER-BUSCH: Anheuser-Busch has always dreamed big. It's who we are as a company. It's our culture. It's our heritage. And more than ever, it's our future. A future where we're always looking forward. Always serving up new ways to meet life's moments. A future where we keep dreaming bigger. To reimagine what a beer company can be. And what, together with our people and our partners, Anheuser-Busch can do. Our collective impact is significant. Over the last decade alone, we have contributed more than $400 million to charitable organizations that support our communities, provided over 90 million cans of emergency drinking water, and, together with our wholesaler partners, invested more than $1 billion into responsible drinking initiatives. At the heart of these investments is our shared commitment to community - providing opportunity for our people, lifting up our neighbors, and making a meaningful difference in the world. This future is our purpose. A future that everyone can celebrate, and everyone can share in. A future with more cheers. BENEFITS: Health benefits including Medical, Dental, Vision, Wellness and Tax-Advantaged Savings and Spending Accounts Life Insurance and Disability Income Protection $6.16 Pension Contribution for all hours worked ($39,000 Average annual company contributions) Opportunity to grow in role after 2.5 years based on skill and leadership capabilities 401k Match: 3% Free Beer!
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense amount of transactions throughout the life of our investment and funding vehicles. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKE An Accounting - Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Partner in assessing operational impacts of key business activities that underlie accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Own portions of the monthly financial close process, such as ensuring subledger systems appropriately record transactions into the general ledgerQualifications: THE EXPERIENCE YOU BRING TO THE TEAM Basic Qualifications * Bachelor's degree or equivalent * 1+ years of related experience required * Advanced proficiency in Excel required Preferred Qualifications * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * Public accounting, consulting and/or financial services experience* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Experience implementing new SEC and/or FASB accounting standards, including GAAP principles* Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Job Reference ID: REF9738Q The future is what you make it to be. Discover compelling opportunities at careers. fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense amount of transactions throughout the life of our investment and funding vehicles. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKE An Accounting - Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Partner in assessing operational impacts of key business activities that underlie accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Own portions of the monthly financial close process, such as ensuring subledger systems appropriately record transactions into the general ledgerQualifications: THE EXPERIENCE YOU BRING TO THE TEAM Basic Qualifications * Bachelor's degree or equivalent * 1+ years of related experience required * Advanced proficiency in Excel required Preferred Qualifications * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * Public accounting, consulting and/or financial services experience* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Experience implementing new SEC and/or FASB accounting standards, including GAAP principles* Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Job Reference ID: REF9738Q The future is what you make it to be. Discover compelling opportunities at careers. fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
United States, Cleveland, OH, Adhesive Technologies Senior Cost Accountant HENKEL IS FOR THOSE WHO STEP UP. DO YOU? At Henkel, you can make a difference and craft your career. That's why you own your projects and take full responsibility from an early stage. Our unique brands in markets around the world open up countless opportunities to follow your convictions and explore new paths. If you have an entrepreneurial mindset that allows you to always think out of the box - take the chance and shape the digital future together with us. YOUR ROLE Plans, monitors, forecasts and reports cost and performance KPIs for plant, network, management Assesses decision options with appropriate KPIs and challenges management proposals (e.g. business/action plans or investments) Supports investment projects with focus on cost monitoring Implements and leads regular KPI review meetings Performs ad-hoc analyses and reporting activities Aligns with other controllers, shares and implements best practices Ensures consistent application of procedures and aligns with Corporate Standards Steers plant cost closing/reporting activities including collecting of relevant data, updating of price lists, updating of allocation keys Identifies cost reduction potentials and initiates respective actions Performs reportings and analyses variances, postings in IT-system, etc. Steers and plans plant budget YOUR SKILLS Bachelor's degree in Accounting/Finance with 3 - 5 years of Cost Accounting experience Demonstrated competency in cost analysis IT skills (including MS Office and BI applications) Ability to be flexible and handle pressure in a positive manner Advanced credentials such as MBA, CPA, or CMA are a plus Experience with SAP is a plus Henkel is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, age, sexual orientation, gender identity and expression, and other legally protected characteristics. Henkel does not accept unsolicited resumes from search firms or employment agencies. Unsolicited referrals and resumes are considered Henkel property and therefore, Henkel will not pay a fee for any placement resulting from the receipt of an unsolicited referral. At Henkel's request only, preferred vendors may be invited to refer talent for specific open positions. In these cases, a fully-executed agreement with Henkel must be in place and current. All employees applying for an internal position must have a discussion with his/her manager about their interest in a job posting opportunity. The discussion will not preclude the employee from interviewing if their skills meet the job requirements. JOB ID: Contract & Job type: Full Time, Regular Contact information for application-related questions: 1-
11/09/2021
Full time
United States, Cleveland, OH, Adhesive Technologies Senior Cost Accountant HENKEL IS FOR THOSE WHO STEP UP. DO YOU? At Henkel, you can make a difference and craft your career. That's why you own your projects and take full responsibility from an early stage. Our unique brands in markets around the world open up countless opportunities to follow your convictions and explore new paths. If you have an entrepreneurial mindset that allows you to always think out of the box - take the chance and shape the digital future together with us. YOUR ROLE Plans, monitors, forecasts and reports cost and performance KPIs for plant, network, management Assesses decision options with appropriate KPIs and challenges management proposals (e.g. business/action plans or investments) Supports investment projects with focus on cost monitoring Implements and leads regular KPI review meetings Performs ad-hoc analyses and reporting activities Aligns with other controllers, shares and implements best practices Ensures consistent application of procedures and aligns with Corporate Standards Steers plant cost closing/reporting activities including collecting of relevant data, updating of price lists, updating of allocation keys Identifies cost reduction potentials and initiates respective actions Performs reportings and analyses variances, postings in IT-system, etc. Steers and plans plant budget YOUR SKILLS Bachelor's degree in Accounting/Finance with 3 - 5 years of Cost Accounting experience Demonstrated competency in cost analysis IT skills (including MS Office and BI applications) Ability to be flexible and handle pressure in a positive manner Advanced credentials such as MBA, CPA, or CMA are a plus Experience with SAP is a plus Henkel is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, age, sexual orientation, gender identity and expression, and other legally protected characteristics. Henkel does not accept unsolicited resumes from search firms or employment agencies. Unsolicited referrals and resumes are considered Henkel property and therefore, Henkel will not pay a fee for any placement resulting from the receipt of an unsolicited referral. At Henkel's request only, preferred vendors may be invited to refer talent for specific open positions. In these cases, a fully-executed agreement with Henkel must be in place and current. All employees applying for an internal position must have a discussion with his/her manager about their interest in a job posting opportunity. The discussion will not preclude the employee from interviewing if their skills meet the job requirements. JOB ID: Contract & Job type: Full Time, Regular Contact information for application-related questions: 1-
POSITION SUMMARY: The Controller is part of a team of finance professionals responsible for the daily operations of Cleveland Development Advisors (CDA) in the management of its portfolio of real estate investment funds, as well as oversee the daily compliance and reporting to the Department of the Treasury Community Development Financial Institutions (CDFI) Fund as it relates to New Market Tax Credit (NMTC) Program and CDFI Program. This position is responsible for a variety of accounting and finance reporting tasks which require a solid understanding of loans, fund accounting, real estate accounting, non-profit accounting and NMTC industry. ESSENTIAL FUNCTIONS: Responsible for the daily oversight of the budget and financial management function of CDA and its investment funds, including: Manage the GCP Accounting services contract and staff and review monthly accounting statements and management reports Review loan receivable reconciliation and payment reports and invoices Assist in preparation of annual Budget for CDA Funds and monitor operations against the budget Prepare loan proceed advances and other wires Primary liaison with outside accounting firms to ensure timely completion of CDA investment funds audits, tax returns, agreed upon procedures to meet investor, IRS and CDFI Fund deadlines Work with CDA loan portfolio staff on the semi-annual risk ratings and loan loss review to analyze impact on the financial statements and prepare necessary financial statement schedules Lead and oversee annual compliance reporting to Community Investment Impact System (CIIS) required for both NMTC Program and CDFI Program required by the CDFI Fund. Work closely with CDA asset management and loan closing team to ensure proper documentation is maintained in file Responsible for NMTC fund borrower and investor relations and serve as the primary daily contact during compliance period and ensure all required investor reporting requirements are met. Oversee daily grant management reporting and tracking. Prepare, submit and/or present necessary accounting, budget and grant materials presented to CDA Board of Directors and Audit, Finance and Compliance Committee. Assist in the preparation of CDA funds financial forecasts Assist with special projects, as needed such as special board presentations, impact projects Build, cultivate and maintain positive working relationships with project sponsors, borrowers, investors, co-lenders, consultants, and community professionals to support and advance CDA's mission Other job-related functions as assigned. PREFERRED EDUCATION, EXPERIENCE AND SKILLS: Undergraduate degree emphasizing accounting, finance or business related field with relevant experience required. Graduate degree and/or CPA certification a plus. 7-10 years of relevant experience Strong working knowledge of Generally Accepted Accounting Principles, taxes, and internal controls. Ability to adapt approach, strategy and tactics rapidly in response to changing information and program needs Ability to analyze and improve processes and procedures. Ability to make suggestions for problems or concerns. Excellent written and verbal communication skills. Strong interpersonal communication skills (diplomacy, tact, eg) Strong facility with computer programs essential to business communication (particularly Word, PowerPoint, Excel and other Microsoft Office programs; and loan program software
11/05/2021
Full time
POSITION SUMMARY: The Controller is part of a team of finance professionals responsible for the daily operations of Cleveland Development Advisors (CDA) in the management of its portfolio of real estate investment funds, as well as oversee the daily compliance and reporting to the Department of the Treasury Community Development Financial Institutions (CDFI) Fund as it relates to New Market Tax Credit (NMTC) Program and CDFI Program. This position is responsible for a variety of accounting and finance reporting tasks which require a solid understanding of loans, fund accounting, real estate accounting, non-profit accounting and NMTC industry. ESSENTIAL FUNCTIONS: Responsible for the daily oversight of the budget and financial management function of CDA and its investment funds, including: Manage the GCP Accounting services contract and staff and review monthly accounting statements and management reports Review loan receivable reconciliation and payment reports and invoices Assist in preparation of annual Budget for CDA Funds and monitor operations against the budget Prepare loan proceed advances and other wires Primary liaison with outside accounting firms to ensure timely completion of CDA investment funds audits, tax returns, agreed upon procedures to meet investor, IRS and CDFI Fund deadlines Work with CDA loan portfolio staff on the semi-annual risk ratings and loan loss review to analyze impact on the financial statements and prepare necessary financial statement schedules Lead and oversee annual compliance reporting to Community Investment Impact System (CIIS) required for both NMTC Program and CDFI Program required by the CDFI Fund. Work closely with CDA asset management and loan closing team to ensure proper documentation is maintained in file Responsible for NMTC fund borrower and investor relations and serve as the primary daily contact during compliance period and ensure all required investor reporting requirements are met. Oversee daily grant management reporting and tracking. Prepare, submit and/or present necessary accounting, budget and grant materials presented to CDA Board of Directors and Audit, Finance and Compliance Committee. Assist in the preparation of CDA funds financial forecasts Assist with special projects, as needed such as special board presentations, impact projects Build, cultivate and maintain positive working relationships with project sponsors, borrowers, investors, co-lenders, consultants, and community professionals to support and advance CDA's mission Other job-related functions as assigned. PREFERRED EDUCATION, EXPERIENCE AND SKILLS: Undergraduate degree emphasizing accounting, finance or business related field with relevant experience required. Graduate degree and/or CPA certification a plus. 7-10 years of relevant experience Strong working knowledge of Generally Accepted Accounting Principles, taxes, and internal controls. Ability to adapt approach, strategy and tactics rapidly in response to changing information and program needs Ability to analyze and improve processes and procedures. Ability to make suggestions for problems or concerns. Excellent written and verbal communication skills. Strong interpersonal communication skills (diplomacy, tact, eg) Strong facility with computer programs essential to business communication (particularly Word, PowerPoint, Excel and other Microsoft Office programs; and loan program software
Zenoti provides an all-in-one, cloud-based software solution for the beauty and wellness industry. Our solution allows users to seamlessly manage every aspect of the business in a comprehensive mobile solution: online appointment bookings, POS, CRM, employee management, inventory management, built-in marketing programs and more. Zenoti helps clients streamline their systems and reduce costs, while simultaneously improving customer retention and spending. Our platform is engineered for reliability and scale and harnesses the power of enterprise-level technology for businesses of all sizes. Zenoti powers more than 12,000 salons, spas, medspas and fitness studios in over 50 countries. This includes a vast portfolio of global brands, such as European Wax Center, Hand & Stone, Massage Heights, Rush Hair & Beauty, Sono Bello, Profile by Sanford, Hair Cuttery, CorePower Yoga and TONI&GUY. Our recent accomplishments include surpassing a $1 billion unicorn valuation, being named Next Tech Titan by GeekWire, raising an $80 million investment from TPG, ranking as the 316th fastest-growing company in North America on Deloitte's 2020 Technology Fast 500™ and unveiling a new brand video. To learn more about Zenoti visit: . About the Role: The Controller will have a unique opportunity to work directly with the CEO and CFO to build a world-class finance function. This role ensures timely and accurate financial reporting for the business and includes overseeing all aspects of our accounting, including revenue recognition, accounts payable, accounts receivable, payroll, commissions, tax, and audit processes. This role is visible and influential as the Controller partners with leaders across the organization to ensure we grow efficiently at scale and in keeping with our stated policies and procedures. What are some of the high-impact opportunities you'll tackle? Management: Provide leadership and vision for scaling our financial infrastructure and our accounting team based in the US and India Manage day-to-day operation of the team including leading, training, evaluating, motivating, and mentoring staff. Be responsible for the team's performance and overall development Maintain the daily and monthly operating cycle on a timely and current basis to ensure related department functions can be carried out according to schedule Implement systems and processes in functional areas of responsibility to ensure efficiency and seamless support of the organization Accounting & Reporting: Ensure financial information flows regularly to the CEO, CFO and business unit heads Prepare and issue monthly financial reports, yearly budgets, departmental reports and related analysis Lead our monthly, quarterly, and annual financial close and consolidation process and all associated activities in full compliance with US GAAP Maintain controls and accuracy over all postings and transactions in the general ledger and all subsidiary ledgers, including journal entries, correcting transactions, and reconciliations Lend support to Board Presentations and the compilation of other executive reporting Drive improvements in existing and new reporting systems to increase efficiencies, enhance processes, automate activities, and reduce reporting timelines Treasury & Cash Management: Oversee daily AP, AR and Cash Management functions Own treasury responsibilities tied to the company's bank accounts, credit cards and lines of credit Analysis & Forecasting: Play a significant and integral role in the compilation of the Company's AOP/Annual Budget Oversee monthly re-forecast of the business Monitor business performance metrics, conduct financial analysis and report relevant information and recommendations to the executive team Audit: Lead the annual financial statement audit and other required audits including subsidiary audits Manage annual corporate income and franchise tax returns, payroll, gross receipts, sales & use tax and other business tax returns and informational filings globally Responsible for Sales Tax reporting in all jurisdictions where the company has sales tax nexu Other: Process company's payroll and ensure compliance with payroll related statutory requirements at all times Run diagnostics and design process improvements to financial cycles (closing, A/P, treasury, etc.) Be responsible for system administration and maintenance of the Netsuite ERP system Liaises with outside accountants, banking representatives, retirement plan administrator, insurance brokers and carriers Champion highest quality corporate governance, and maintain and enhance the internal control environment in a SOX-compliant manner This opportunity is for you if you have: 15+ years' relevant experience including experience as a Corporate Controller & experience in a public company 4-year degree in Accounting, Master's Degree a plus. CPA a plus Experience implementing accounting systems and procedures, scaling an accounting function, and driving continuous improvement and SOX processes Experience handling accounting for multiple companies with elimination and consolidation experience Experience being the primary contact for audit relationships Experience of leading teams and working cross-functionally Knowledge, Skills & Competencies Knowledge of ASC 606 revenue recognition Advanced skills in Excel, Netsuite and BI tools Exceptional verbal and written communication skills; comfortable communicating with c-suite and staff members Strong executive presence Ability to navigate through challenges, multi-task, take ownership and deliver on commitments LOCATION: Greater Seattle Area Benefits: You will receive At Zenoti, we believe that when people feel good, they can do great things. We enable our employees to unleash their potential by providing enriching career opportunities and dynamic financial rewards. We foster an enriching culture, supportive and dynamic work environment, and encourage our employees to balance life, work, and wellbeing. We offer all our employees: A competitive base salary, plus bonus Eligibility to receive equity through company Employee Stock Option Plan Medical, dental, and vision coverage Participation in company 401k plan Paid parental leave Unlimited paid time off Flexible work hours Programs, classes, and activities supporting your physical and mental well-being, led by Zenoti's dedicated Chief Wellness Officer
09/26/2021
Full time
Zenoti provides an all-in-one, cloud-based software solution for the beauty and wellness industry. Our solution allows users to seamlessly manage every aspect of the business in a comprehensive mobile solution: online appointment bookings, POS, CRM, employee management, inventory management, built-in marketing programs and more. Zenoti helps clients streamline their systems and reduce costs, while simultaneously improving customer retention and spending. Our platform is engineered for reliability and scale and harnesses the power of enterprise-level technology for businesses of all sizes. Zenoti powers more than 12,000 salons, spas, medspas and fitness studios in over 50 countries. This includes a vast portfolio of global brands, such as European Wax Center, Hand & Stone, Massage Heights, Rush Hair & Beauty, Sono Bello, Profile by Sanford, Hair Cuttery, CorePower Yoga and TONI&GUY. Our recent accomplishments include surpassing a $1 billion unicorn valuation, being named Next Tech Titan by GeekWire, raising an $80 million investment from TPG, ranking as the 316th fastest-growing company in North America on Deloitte's 2020 Technology Fast 500™ and unveiling a new brand video. To learn more about Zenoti visit: . About the Role: The Controller will have a unique opportunity to work directly with the CEO and CFO to build a world-class finance function. This role ensures timely and accurate financial reporting for the business and includes overseeing all aspects of our accounting, including revenue recognition, accounts payable, accounts receivable, payroll, commissions, tax, and audit processes. This role is visible and influential as the Controller partners with leaders across the organization to ensure we grow efficiently at scale and in keeping with our stated policies and procedures. What are some of the high-impact opportunities you'll tackle? Management: Provide leadership and vision for scaling our financial infrastructure and our accounting team based in the US and India Manage day-to-day operation of the team including leading, training, evaluating, motivating, and mentoring staff. Be responsible for the team's performance and overall development Maintain the daily and monthly operating cycle on a timely and current basis to ensure related department functions can be carried out according to schedule Implement systems and processes in functional areas of responsibility to ensure efficiency and seamless support of the organization Accounting & Reporting: Ensure financial information flows regularly to the CEO, CFO and business unit heads Prepare and issue monthly financial reports, yearly budgets, departmental reports and related analysis Lead our monthly, quarterly, and annual financial close and consolidation process and all associated activities in full compliance with US GAAP Maintain controls and accuracy over all postings and transactions in the general ledger and all subsidiary ledgers, including journal entries, correcting transactions, and reconciliations Lend support to Board Presentations and the compilation of other executive reporting Drive improvements in existing and new reporting systems to increase efficiencies, enhance processes, automate activities, and reduce reporting timelines Treasury & Cash Management: Oversee daily AP, AR and Cash Management functions Own treasury responsibilities tied to the company's bank accounts, credit cards and lines of credit Analysis & Forecasting: Play a significant and integral role in the compilation of the Company's AOP/Annual Budget Oversee monthly re-forecast of the business Monitor business performance metrics, conduct financial analysis and report relevant information and recommendations to the executive team Audit: Lead the annual financial statement audit and other required audits including subsidiary audits Manage annual corporate income and franchise tax returns, payroll, gross receipts, sales & use tax and other business tax returns and informational filings globally Responsible for Sales Tax reporting in all jurisdictions where the company has sales tax nexu Other: Process company's payroll and ensure compliance with payroll related statutory requirements at all times Run diagnostics and design process improvements to financial cycles (closing, A/P, treasury, etc.) Be responsible for system administration and maintenance of the Netsuite ERP system Liaises with outside accountants, banking representatives, retirement plan administrator, insurance brokers and carriers Champion highest quality corporate governance, and maintain and enhance the internal control environment in a SOX-compliant manner This opportunity is for you if you have: 15+ years' relevant experience including experience as a Corporate Controller & experience in a public company 4-year degree in Accounting, Master's Degree a plus. CPA a plus Experience implementing accounting systems and procedures, scaling an accounting function, and driving continuous improvement and SOX processes Experience handling accounting for multiple companies with elimination and consolidation experience Experience being the primary contact for audit relationships Experience of leading teams and working cross-functionally Knowledge, Skills & Competencies Knowledge of ASC 606 revenue recognition Advanced skills in Excel, Netsuite and BI tools Exceptional verbal and written communication skills; comfortable communicating with c-suite and staff members Strong executive presence Ability to navigate through challenges, multi-task, take ownership and deliver on commitments LOCATION: Greater Seattle Area Benefits: You will receive At Zenoti, we believe that when people feel good, they can do great things. We enable our employees to unleash their potential by providing enriching career opportunities and dynamic financial rewards. We foster an enriching culture, supportive and dynamic work environment, and encourage our employees to balance life, work, and wellbeing. We offer all our employees: A competitive base salary, plus bonus Eligibility to receive equity through company Employee Stock Option Plan Medical, dental, and vision coverage Participation in company 401k plan Paid parental leave Unlimited paid time off Flexible work hours Programs, classes, and activities supporting your physical and mental well-being, led by Zenoti's dedicated Chief Wellness Officer
Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application. At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Finance brings together enterprise functions that drive Wells Fargo's financial management, including accounting and control, financial planning and analysis, line of business finance, asset-liability management, treasury, tax management, and the company's investment portfolios. They also inform shareholders, regulators, taxing authorities, employees, and leaders of the company's financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines. The Enterprise Finance function contains the Corporate Controllers division, which includes the Enterprise Controls & Oversight (EC&O) group. The Enterprise COSO testing team is a component of EC&O. Enterprise COSO testing professionals and will have enterprise-wide exposure to key stakeholders within the external financial/risk/regulatory reporting infrastructure. The Enterprise COSO Testing team within EC&O supports the Company's on-going objective of maintaining an industry-leading information technology control environment and is responsible for the following directives: Providing meaningful assessments of application controls in scope for financial, risk, and regulatory reporting; Assessing compliance with Well Fargo & Company's COSO based policies for application controls in scope for internal controls over financial reporting (SEC and Regulatory Reporting) and strategic planning for on-going application control compliance with COSO policies (proactive anticipation of internal control related matters); Monitoring new and emerging internal control related guidance and issues and assist with facilitating group-wide training to interested and impacted stakeholders; Providing consultation and subject matter expertise for process and application control related matters including evaluating severity of control deficiencies and related remediation efforts; Providing process and control support and thought leadership for projects; Interfacing with external auditors, regulators and others on control related matters; and, Acting as a change agent for continual improvement of the control environment. This individual will be a member of the Enterprise COSO Testing team responsible for the following team directives: Performing COSO Monitoring responsibilities including: Performing walkthroughs of significant processes and ensure required COSO documentation is accurate and reflects relevant risk and key controls; Performing COSO testing of key controls, including design effectiveness assessments and operating effectiveness testing; Validating and challenging risk assessment conclusions, including assessing appropriateness and completeness of key risk and key controls identified; Validating and providing credible challenge to identified shared services, third party service providers, and significant applications; Validating and challenging documentation of control deficiencies, including issue description, root cause, unmitigated impact, and corrective actions; Analyzing the severity of control deficiencies, both individually and in the aggregate, and the impact to internal control over financial reporting; Assessing the components of internal control for the business unit; Monitoring open control deficiencies and validating corrective actions. Building relationships and collaborating with key stakeholders in the applicable line of business and IT functions related to assigned process areas. Assisting with ad-hoc projects. Required Qualifications 4+ years of experience in one or a combination of the following: finance, accounting, analytics, reporting or business/technology audit demonstrated through work or military experience; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, or Business and 2+ years of experience in one or a combination of the following: finance, accounting, analytics, reporting or business/technology audit demonstrated through work or military experience Desired Qualifications A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting Ability to successfully operate in a complex and matrixed environment Big four public accounting experience A Master of Business Administration or designation as a Certified Public Accountant (CPA) Knowledge and understanding of regulatory agencies: Federal Reserve and OCC Ability to present results of analyses and recommendations to senior leaders Experience presenting technical concepts to senior leaders Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Excellent verbal, written, and interpersonal communication skills Ability to take on a high level of responsibility, initiative, and accountability Ability to translate and summarize complex data into understandable, actionable information and recommendations Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Intermediate Microsoft Office skills Other Desired Qualifications Internal controls testing experience Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Benefits Summary Benefits Visit for benefits information.
09/19/2021
Full time
Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application. At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Finance brings together enterprise functions that drive Wells Fargo's financial management, including accounting and control, financial planning and analysis, line of business finance, asset-liability management, treasury, tax management, and the company's investment portfolios. They also inform shareholders, regulators, taxing authorities, employees, and leaders of the company's financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines. The Enterprise Finance function contains the Corporate Controllers division, which includes the Enterprise Controls & Oversight (EC&O) group. The Enterprise COSO testing team is a component of EC&O. Enterprise COSO testing professionals and will have enterprise-wide exposure to key stakeholders within the external financial/risk/regulatory reporting infrastructure. The Enterprise COSO Testing team within EC&O supports the Company's on-going objective of maintaining an industry-leading information technology control environment and is responsible for the following directives: Providing meaningful assessments of application controls in scope for financial, risk, and regulatory reporting; Assessing compliance with Well Fargo & Company's COSO based policies for application controls in scope for internal controls over financial reporting (SEC and Regulatory Reporting) and strategic planning for on-going application control compliance with COSO policies (proactive anticipation of internal control related matters); Monitoring new and emerging internal control related guidance and issues and assist with facilitating group-wide training to interested and impacted stakeholders; Providing consultation and subject matter expertise for process and application control related matters including evaluating severity of control deficiencies and related remediation efforts; Providing process and control support and thought leadership for projects; Interfacing with external auditors, regulators and others on control related matters; and, Acting as a change agent for continual improvement of the control environment. This individual will be a member of the Enterprise COSO Testing team responsible for the following team directives: Performing COSO Monitoring responsibilities including: Performing walkthroughs of significant processes and ensure required COSO documentation is accurate and reflects relevant risk and key controls; Performing COSO testing of key controls, including design effectiveness assessments and operating effectiveness testing; Validating and challenging risk assessment conclusions, including assessing appropriateness and completeness of key risk and key controls identified; Validating and providing credible challenge to identified shared services, third party service providers, and significant applications; Validating and challenging documentation of control deficiencies, including issue description, root cause, unmitigated impact, and corrective actions; Analyzing the severity of control deficiencies, both individually and in the aggregate, and the impact to internal control over financial reporting; Assessing the components of internal control for the business unit; Monitoring open control deficiencies and validating corrective actions. Building relationships and collaborating with key stakeholders in the applicable line of business and IT functions related to assigned process areas. Assisting with ad-hoc projects. Required Qualifications 4+ years of experience in one or a combination of the following: finance, accounting, analytics, reporting or business/technology audit demonstrated through work or military experience; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, or Business and 2+ years of experience in one or a combination of the following: finance, accounting, analytics, reporting or business/technology audit demonstrated through work or military experience Desired Qualifications A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting Ability to successfully operate in a complex and matrixed environment Big four public accounting experience A Master of Business Administration or designation as a Certified Public Accountant (CPA) Knowledge and understanding of regulatory agencies: Federal Reserve and OCC Ability to present results of analyses and recommendations to senior leaders Experience presenting technical concepts to senior leaders Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Excellent verbal, written, and interpersonal communication skills Ability to take on a high level of responsibility, initiative, and accountability Ability to translate and summarize complex data into understandable, actionable information and recommendations Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Intermediate Microsoft Office skills Other Desired Qualifications Internal controls testing experience Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Benefits Summary Benefits Visit for benefits information.
District of Columbia Housing Finance Agency
Washington, Washington DC
This position analyzes and interprets transactions to prepare pertinent accounting entries to ensure multifamily bond issuances and resulting investment, cash holdings and loans to borrowers are accurately captured within the general ledger and ultimately within the Agency's financial statements. Communicate effectively with staff within the Multifamily Division as well as trustee banks to obtain information, as necessary. Provide support during the Agency's annual audit. Essential Duties and Responsibilities: · Demonstrate a thorough understanding of the flow of funds for multifamily bond, mortgage and investment transactions during closings, construction period and post-conversion to permanent financing. · Review, analyze, allocate and record monthly transactions utilizing data supplied by the trustees as well as by referencing bond and mortgage documents. · Verify and reconcile general ledger to bond, mortgage and draw schedules as well as escrow and cash/investment balances. · Map transactions using general ledger interface tables within Emphasys. Verify and correct any exceptions following daily trustee data import. · Monitor and reconcile clearing accounts for any unallocated transaction activity. · Ensure project expenses and revenues are properly allocated on a monthly basis. · Work with the controller to prepare year-end bond interest expense, mortgage interest income, investment interest income and other pertinent accrual entries to ensure the trial balance is audit-ready in a timely manner. · Maintain records of journal entries and respond to auditor inquiries relating to transaction sampling as necessary. · Work within defined period end closing timeframes. · Demonstrate a knowledge of cost accounting and reporting at the project and fund levels. · Monitor all activity within the general ledger to ensure compliance with GAAP and consistent accounting practices. · Close the accounting period and deliver monthly and quarterly reconciliations and reports accurately and in a timely manner per agreed upon accounting procedures · Prepare and review revenue and expense accrual entries and ensure bond administration (issuer fee) revenue billing to be generated from Finance to projects is completed. · Demonstrate a high level of proficiency with all financial systems. · Perform other duties as assigned Knowledge and Other Qualifications: · Bachelor's Degree in accounting or finance from an accredited university or equivalent experience; CPA, a plus · 5-7 years of experience working with bond transactions preferably in a high-volume environment, with a focus on housing finance, real estate, project or fund financial accounting preferred. · Strong data analysis skills required · Knowledge of full accounting process and GAAP and working with an internal-control driven environment · Excellent communication skills, both verbal and written · Ability to demonstrate strong record keeping and organizational skills · Ability to pay strong attention to detail · Must possess strong working knowledge of all aspects of Microsoft Office Suite, specifically Excel PI
09/18/2021
Full time
This position analyzes and interprets transactions to prepare pertinent accounting entries to ensure multifamily bond issuances and resulting investment, cash holdings and loans to borrowers are accurately captured within the general ledger and ultimately within the Agency's financial statements. Communicate effectively with staff within the Multifamily Division as well as trustee banks to obtain information, as necessary. Provide support during the Agency's annual audit. Essential Duties and Responsibilities: · Demonstrate a thorough understanding of the flow of funds for multifamily bond, mortgage and investment transactions during closings, construction period and post-conversion to permanent financing. · Review, analyze, allocate and record monthly transactions utilizing data supplied by the trustees as well as by referencing bond and mortgage documents. · Verify and reconcile general ledger to bond, mortgage and draw schedules as well as escrow and cash/investment balances. · Map transactions using general ledger interface tables within Emphasys. Verify and correct any exceptions following daily trustee data import. · Monitor and reconcile clearing accounts for any unallocated transaction activity. · Ensure project expenses and revenues are properly allocated on a monthly basis. · Work with the controller to prepare year-end bond interest expense, mortgage interest income, investment interest income and other pertinent accrual entries to ensure the trial balance is audit-ready in a timely manner. · Maintain records of journal entries and respond to auditor inquiries relating to transaction sampling as necessary. · Work within defined period end closing timeframes. · Demonstrate a knowledge of cost accounting and reporting at the project and fund levels. · Monitor all activity within the general ledger to ensure compliance with GAAP and consistent accounting practices. · Close the accounting period and deliver monthly and quarterly reconciliations and reports accurately and in a timely manner per agreed upon accounting procedures · Prepare and review revenue and expense accrual entries and ensure bond administration (issuer fee) revenue billing to be generated from Finance to projects is completed. · Demonstrate a high level of proficiency with all financial systems. · Perform other duties as assigned Knowledge and Other Qualifications: · Bachelor's Degree in accounting or finance from an accredited university or equivalent experience; CPA, a plus · 5-7 years of experience working with bond transactions preferably in a high-volume environment, with a focus on housing finance, real estate, project or fund financial accounting preferred. · Strong data analysis skills required · Knowledge of full accounting process and GAAP and working with an internal-control driven environment · Excellent communication skills, both verbal and written · Ability to demonstrate strong record keeping and organizational skills · Ability to pay strong attention to detail · Must possess strong working knowledge of all aspects of Microsoft Office Suite, specifically Excel PI
job summary: Director of Financial Planning & Analysis The Director of Financial Planning and Analysis will oversee the Finance function. The Director is responsible for driving the annual budget and monthly forecast processes, financial reporting, variance analyses, and drafting and coordinating analytical reports and business performance management dashboards provided to senior management and the Board of Directors. The Director also is responsible for supporting the organization's strategy development process, conducting business case analyses, and creating financial models for senior management on an ad hoc basis. location: Arlington, Virginia job type: Permanent salary: $130,000 - 150,000 per year work hours: 9 to 5 education: Bachelor's degree experience: 10 Years responsibilities: Responsibilities: Coordinate the annual budget process by meeting with managers, preparing detailed financial models, and documenting supporting assumptions, performing analysis and review of preliminary submissions, preparing management presentations, and assembling budget packages Coordinate the development of operating and capital budgets Support program financial analysts and departments to prepare monthly program reviews, including identifying operational issues, resources needed, position control, and financial performance to ensure that forecasts accurately reflect expectations and conduct follow-up discussions Provide accurate and timely financial reports, management dashboards, and forecasts to the entire organization and board, in support of organizational goals Assist with annual audit and IRS form 990 tax filing Develop annual Negotiated Indirect Cost Rate Agreement (NICRA) submission Partner with the CFO and Controller to develop and update cash flow projections and investment portfolio qualifications: Qualifications : Finance or accounting related degree MBA or CPA preferred Minimum of 15 years financial management experience Minimum of 10 years of supervisory experience, including mentoring, coaching, and performance management 7-10 years of professional experience in the government pricing arena, including bids and proposals for professional services Strong accounting and financial systems knowledge Experience using CostPoint is preferred Thorough knowledge of Federal procurement activities, including understanding of the Cost Accounting Standards, Federal Acquisition Regulations (FAR), and Federal procurement practices Knowledge and experience in the cost/price methodology and rate build-up for indirect rates, direct labor rates, and overhead rates Ability to perform profitability analysis Knowledge and experience with all contract vehicles, including IDIQs, GWACs, GSA Federal Supply Schedules; and contract types, including FFP, T&M, and cost-reimbursable, and experience with grants and Cooperative agreements Demonstrated ability to work effectively in a complex, multicultural environment Ability to travel internationally Excellent verbal and written communication skills Self-motivated and a team player Ability to work in the US indefinitely without sponsorship skills: Financial Analysis Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
09/11/2021
Full time
job summary: Director of Financial Planning & Analysis The Director of Financial Planning and Analysis will oversee the Finance function. The Director is responsible for driving the annual budget and monthly forecast processes, financial reporting, variance analyses, and drafting and coordinating analytical reports and business performance management dashboards provided to senior management and the Board of Directors. The Director also is responsible for supporting the organization's strategy development process, conducting business case analyses, and creating financial models for senior management on an ad hoc basis. location: Arlington, Virginia job type: Permanent salary: $130,000 - 150,000 per year work hours: 9 to 5 education: Bachelor's degree experience: 10 Years responsibilities: Responsibilities: Coordinate the annual budget process by meeting with managers, preparing detailed financial models, and documenting supporting assumptions, performing analysis and review of preliminary submissions, preparing management presentations, and assembling budget packages Coordinate the development of operating and capital budgets Support program financial analysts and departments to prepare monthly program reviews, including identifying operational issues, resources needed, position control, and financial performance to ensure that forecasts accurately reflect expectations and conduct follow-up discussions Provide accurate and timely financial reports, management dashboards, and forecasts to the entire organization and board, in support of organizational goals Assist with annual audit and IRS form 990 tax filing Develop annual Negotiated Indirect Cost Rate Agreement (NICRA) submission Partner with the CFO and Controller to develop and update cash flow projections and investment portfolio qualifications: Qualifications : Finance or accounting related degree MBA or CPA preferred Minimum of 15 years financial management experience Minimum of 10 years of supervisory experience, including mentoring, coaching, and performance management 7-10 years of professional experience in the government pricing arena, including bids and proposals for professional services Strong accounting and financial systems knowledge Experience using CostPoint is preferred Thorough knowledge of Federal procurement activities, including understanding of the Cost Accounting Standards, Federal Acquisition Regulations (FAR), and Federal procurement practices Knowledge and experience in the cost/price methodology and rate build-up for indirect rates, direct labor rates, and overhead rates Ability to perform profitability analysis Knowledge and experience with all contract vehicles, including IDIQs, GWACs, GSA Federal Supply Schedules; and contract types, including FFP, T&M, and cost-reimbursable, and experience with grants and Cooperative agreements Demonstrated ability to work effectively in a complex, multicultural environment Ability to travel internationally Excellent verbal and written communication skills Self-motivated and a team player Ability to work in the US indefinitely without sponsorship skills: Financial Analysis Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
Whitestone REIT is a New York Stock Exchange ("NYSE") listed real estate investment trust ("REIT") that owns, operates, and redevelops Community Centered Properties TM . Whitestone's focus is directed towards value creation in its community centers (primary retail) by concentrating on local service-oriented tenants that comprise of approximately 70% of its tenants. Founded in 1998, the Company is internally managed with a portfolio of more than 65 commercial properties in Texas, Arizona, and Illinois, with 80 employees. Whitestone REIT is looking for a Property Accountant to work in the Scottsdale, Arizona office. The Property Accountant will report to Assistant Controller. Whitestone has had exceptional growth since being listed as a public company, almost tripling its asset base. The culture is performance based with an entrepreneurial leadership team. Each and every employee is incentivized with ownership and has either stock units and/or shares, along with a competitive salary and a comprehensive benefits package. Job Function: Perform accounting duties and prepare financial reports; Reconcile portfolios; Work with Property Management to insure that all reporting deadlines are met (e.g., monthly operating reports, annual budgets, escalation settlements, etc.); Insure that all policies and procedures are consistently and accurately followed. Primary Responsibilities: Review and post tenant billings, and adjust to information received from the property manager. Enter new and amended leases from lease abstracts into the accounting system. Ensure that the information entered agrees with the lease and the appropriate financial sections of the lease document. Review of job costs and maintenance of fixed asset ledgers. Review the monthly posting of the Rent Roll; Ensure that changes from the prior month Rent Roll are reasonable (e.g., current month move-ins or move-outs, rent steps, etc.); Review or prepare all supporting schedules; Ensure sub-ledgers and supporting schedules tie to the General Ledger; Review the General Ledger for any adjusting entries or accruals, and make all necessary journal entries. Review financial statements and all monthly reports, and tie all supporting schedules to the financial statements. Understand the budget reporting requirements and assist property management in the preparation of the annual budget. Prepare for annual CAM reconciliations. Qualifications: Bachelor's degree in Accounting 3+ years of commercial real estate experience Proficiency in YARDI required; Proficiency in Microsoft required
08/30/2021
Full time
Whitestone REIT is a New York Stock Exchange ("NYSE") listed real estate investment trust ("REIT") that owns, operates, and redevelops Community Centered Properties TM . Whitestone's focus is directed towards value creation in its community centers (primary retail) by concentrating on local service-oriented tenants that comprise of approximately 70% of its tenants. Founded in 1998, the Company is internally managed with a portfolio of more than 65 commercial properties in Texas, Arizona, and Illinois, with 80 employees. Whitestone REIT is looking for a Property Accountant to work in the Scottsdale, Arizona office. The Property Accountant will report to Assistant Controller. Whitestone has had exceptional growth since being listed as a public company, almost tripling its asset base. The culture is performance based with an entrepreneurial leadership team. Each and every employee is incentivized with ownership and has either stock units and/or shares, along with a competitive salary and a comprehensive benefits package. Job Function: Perform accounting duties and prepare financial reports; Reconcile portfolios; Work with Property Management to insure that all reporting deadlines are met (e.g., monthly operating reports, annual budgets, escalation settlements, etc.); Insure that all policies and procedures are consistently and accurately followed. Primary Responsibilities: Review and post tenant billings, and adjust to information received from the property manager. Enter new and amended leases from lease abstracts into the accounting system. Ensure that the information entered agrees with the lease and the appropriate financial sections of the lease document. Review of job costs and maintenance of fixed asset ledgers. Review the monthly posting of the Rent Roll; Ensure that changes from the prior month Rent Roll are reasonable (e.g., current month move-ins or move-outs, rent steps, etc.); Review or prepare all supporting schedules; Ensure sub-ledgers and supporting schedules tie to the General Ledger; Review the General Ledger for any adjusting entries or accruals, and make all necessary journal entries. Review financial statements and all monthly reports, and tie all supporting schedules to the financial statements. Understand the budget reporting requirements and assist property management in the preparation of the annual budget. Prepare for annual CAM reconciliations. Qualifications: Bachelor's degree in Accounting 3+ years of commercial real estate experience Proficiency in YARDI required; Proficiency in Microsoft required
Chief Financial Officer - Cumberland, GA - $200,000 - $250,000 Accountants One has been hired by a longtime client who is well-established in the financial investment industry to recruit a Chief Financial Officer to add to their team. The ideal candidate will have experience working in a highly regulated industry like financial investments or legal. This is a chance to help a $30M company continue to grow organically through delegation, process improvement and clear communication with ownership. This firm has been around for over 40 years and continues to have an excellent reputation due to a high level of service to their clients. Management is open to consider full-time or part-time candidates. Job Requirements: Duties: Manage accounting and reporting on a monthly, quarterly and annual basis adhering to strong deadlines Process budgeting and forecasting Manage relationship with CPA Oversee shareholder distributions Serve as intermediary with owner taxes Value and administer ESOP Supervise accounting team Strategic financial planning to help grow firm Have open dialogue with owners regularly and become a management peer Delegate duties as needed to team Supervise Controller and evaluate annually Requirements: Accounting or Finance degree Previous CFO experience required Experience working in a professional services firm - financial investment/law firm Previous experience working with a multi-generational family business Flexible but firm when needed Work in office Highly Interested in the world of investments Comfortable being a part of senior management, assist with strategic planning
08/29/2021
Full time
Chief Financial Officer - Cumberland, GA - $200,000 - $250,000 Accountants One has been hired by a longtime client who is well-established in the financial investment industry to recruit a Chief Financial Officer to add to their team. The ideal candidate will have experience working in a highly regulated industry like financial investments or legal. This is a chance to help a $30M company continue to grow organically through delegation, process improvement and clear communication with ownership. This firm has been around for over 40 years and continues to have an excellent reputation due to a high level of service to their clients. Management is open to consider full-time or part-time candidates. Job Requirements: Duties: Manage accounting and reporting on a monthly, quarterly and annual basis adhering to strong deadlines Process budgeting and forecasting Manage relationship with CPA Oversee shareholder distributions Serve as intermediary with owner taxes Value and administer ESOP Supervise accounting team Strategic financial planning to help grow firm Have open dialogue with owners regularly and become a management peer Delegate duties as needed to team Supervise Controller and evaluate annually Requirements: Accounting or Finance degree Previous CFO experience required Experience working in a professional services firm - financial investment/law firm Previous experience working with a multi-generational family business Flexible but firm when needed Work in office Highly Interested in the world of investments Comfortable being a part of senior management, assist with strategic planning
Catalyst Biosciences, Inc.
South San Francisco, California
Catalyst Biosciences is seeking an exceptional Controller to lead and manage its accounting / finance operations. Reporting to the VP Finance and CFO, this is an opportunity to contribute significantly to a rapidly evolving, publicly traded biotechnology company. As a key member of the Finance leadership team, this person will be responsible for all aspects of the accounting close process, payroll, equity, financial statement production and SEC reporting. The Controller will work closely with the company's outside auditor and the internal audit team to refine and support an effective environment of financial reporting and controls. The individual in this role will have the chance to apply their superb operational capabilities and bias for action to manage and execute the entire range of activities that support the success of Catalyst's financial functions, while also leveraging their strategic leadership experience to continue establishing this function within our growing organization. The ideal candidate is a driven individual excited by the opportunity to work in a fast-paced, dynamic, biotech start-up like environment, and to leverage their high degree of problem-solving and troubleshooting skills to make a large impact on Catalysts mission addressing unmet medical needs. ABOUT CATALYST BIOSCIENCES Catalyst is a research and clinical development biopharmaceutical company focused on addressing unmet medical needs in disorders of the complement and coagulation systems. Our protease engineering platform includes two late-stage clinical programs in hemophilia; a research program on engineering of subcutaneous (SQ) complement inhibitors; and a partnered preclinical development program with Biogen for dry age-related macular degeneration ("AMD"). The product candidates generated by our protease engineering platform have improved functionality and potency that allow for: SQ administration of recombinant coagulation factors and complement inhibitors; low-dose, high activity gene therapy constructs; and less frequently dosed intravitreal therapeutics. For more information, please visit . Responsibilities Lead the accounting operations of the company including maintaining an adequate system of accounting records/policies, technical accounting oversight and a comprehensive set of controls designed to mitigate risk and enhance the accuracy of the company's reported financial results and ensuring 404(b) compliance. Ensure that the company's accounting procedures and reported results conform to generally accepted accounting principles (GAAP). Lead the preparation of SEC filings including 10-K, 10-Q, proxy and 8-Ks. Oversee purchasing to payables process and provide sound financial guidance to company personnel on procurement decisions and contract negotiations. Oversee payroll, 401-k, equity, and benefits processes. Manage the company's tax reporting and filing requirements. Manage the company's cash-flow, including bank accounts and investments. Interface with financial institutions, external auditors, service providers and advisors Manage, mentor, and develop a high performing, professional team. Lead the relationship with our independent auditors; manage the annual audit and quarterly review process. Review all material agreements and provide input as needed. Lead process improvement initiatives for continued enhancement of ERP (NetSuite). **Title and level to commensurate with education and experience. Requirements 15+ years of experience in positions of increasing responsibility (biotech industry preferred). Collaborative business partner adept in building cross-functional relationships to drive business results and process improvement. Ability to produce quality results in an efficient manner within tight timeframes and simultaneously manage several projects. Bachelors or master's degree in accounting with current CPA license desired. Big 4 Public Accounting, SEC reporting, and US GAAP experience. An independent problem-solver with strong work ethics and intellectual curiosity will thrive. Attention to detail, ability to multi-task, and strong interpersonal skills including verbal and written communication are essential in this collaborative work environment. Requires strong leadership and diplomacy skills to guide teams and facilitate collaboration. Must have excellent organizational skills, the ability to prioritize projects, and superior attention to detail. Experience with integrated systems including financial reporting, general ledger, purchasing, payables management (NetSuite ERP a plus). Experience with assessing, designing, and implementing internal controls over financial reporting. SYSTEMS EXPERIENCE NetSuite ERP; Shareworks, ADP, RRD ActiveDisclosure(or Workiva), AuditBoard, and MS Office 365
03/17/2021
Full time
Catalyst Biosciences is seeking an exceptional Controller to lead and manage its accounting / finance operations. Reporting to the VP Finance and CFO, this is an opportunity to contribute significantly to a rapidly evolving, publicly traded biotechnology company. As a key member of the Finance leadership team, this person will be responsible for all aspects of the accounting close process, payroll, equity, financial statement production and SEC reporting. The Controller will work closely with the company's outside auditor and the internal audit team to refine and support an effective environment of financial reporting and controls. The individual in this role will have the chance to apply their superb operational capabilities and bias for action to manage and execute the entire range of activities that support the success of Catalyst's financial functions, while also leveraging their strategic leadership experience to continue establishing this function within our growing organization. The ideal candidate is a driven individual excited by the opportunity to work in a fast-paced, dynamic, biotech start-up like environment, and to leverage their high degree of problem-solving and troubleshooting skills to make a large impact on Catalysts mission addressing unmet medical needs. ABOUT CATALYST BIOSCIENCES Catalyst is a research and clinical development biopharmaceutical company focused on addressing unmet medical needs in disorders of the complement and coagulation systems. Our protease engineering platform includes two late-stage clinical programs in hemophilia; a research program on engineering of subcutaneous (SQ) complement inhibitors; and a partnered preclinical development program with Biogen for dry age-related macular degeneration ("AMD"). The product candidates generated by our protease engineering platform have improved functionality and potency that allow for: SQ administration of recombinant coagulation factors and complement inhibitors; low-dose, high activity gene therapy constructs; and less frequently dosed intravitreal therapeutics. For more information, please visit . Responsibilities Lead the accounting operations of the company including maintaining an adequate system of accounting records/policies, technical accounting oversight and a comprehensive set of controls designed to mitigate risk and enhance the accuracy of the company's reported financial results and ensuring 404(b) compliance. Ensure that the company's accounting procedures and reported results conform to generally accepted accounting principles (GAAP). Lead the preparation of SEC filings including 10-K, 10-Q, proxy and 8-Ks. Oversee purchasing to payables process and provide sound financial guidance to company personnel on procurement decisions and contract negotiations. Oversee payroll, 401-k, equity, and benefits processes. Manage the company's tax reporting and filing requirements. Manage the company's cash-flow, including bank accounts and investments. Interface with financial institutions, external auditors, service providers and advisors Manage, mentor, and develop a high performing, professional team. Lead the relationship with our independent auditors; manage the annual audit and quarterly review process. Review all material agreements and provide input as needed. Lead process improvement initiatives for continued enhancement of ERP (NetSuite). **Title and level to commensurate with education and experience. Requirements 15+ years of experience in positions of increasing responsibility (biotech industry preferred). Collaborative business partner adept in building cross-functional relationships to drive business results and process improvement. Ability to produce quality results in an efficient manner within tight timeframes and simultaneously manage several projects. Bachelors or master's degree in accounting with current CPA license desired. Big 4 Public Accounting, SEC reporting, and US GAAP experience. An independent problem-solver with strong work ethics and intellectual curiosity will thrive. Attention to detail, ability to multi-task, and strong interpersonal skills including verbal and written communication are essential in this collaborative work environment. Requires strong leadership and diplomacy skills to guide teams and facilitate collaboration. Must have excellent organizational skills, the ability to prioritize projects, and superior attention to detail. Experience with integrated systems including financial reporting, general ledger, purchasing, payables management (NetSuite ERP a plus). Experience with assessing, designing, and implementing internal controls over financial reporting. SYSTEMS EXPERIENCE NetSuite ERP; Shareworks, ADP, RRD ActiveDisclosure(or Workiva), AuditBoard, and MS Office 365
A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient Back Office opportunities and support to the business through insight and challenge. Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Minimum years experience required 7+ years of Advisory Client Facing Consulting experience having served in a CFO or Finance and Accounting Consulting role. Travel Requirements: 75%-80% weekly travel Degree Preferred : Accounting, Finance, Business Analytics, Information Technology Preferred Knowledge/Skills : Demonstrate leading practice knowledge and proven experience across the EPM landscape including but not limited to: Close, Consolidation and External/Regulatory Reporting Planning, Budgeting and Forecasting including driver-based planning, capital and workforce planning, rolling forecasts and integrated planning Management Reporting including dashboarding and predictive analytics Costing and Profitability Management Key business drivers and metrics that provide performance insights Data Model and Chart of Accounts Data Management and Integrations Governance Demonstrate proven experience with consulting engagements pertaining to the requirements and design (functional and technical), configuration, testing and deployment of EPM solutions Experience developing the EPM Business Case to quantify and demonstrate the business value and return on investment. Demonstrated capabilities of designing and implementing holistic solutions including process optimization and organization structure design to augment EPM technical solutions. Demonstrate knowledge of the industry including common issues facing clients. Ability to work with ambiguity while addressing the clients' needs and delivering top-level results. Showcase strong communications skills and the ability to simplify complex information and influence stakeholders. Ability to create a positive environment by monitoring workloads of the team while meeting client expectations; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. Ability to work collaboratively with a global team and all levels of an organization. Demonstrate knowledge of technologies that support collaboration, automation and data-driven story-telling including: Microsoft Products (Teams, PowerBI, MS Office), G-Suite (Google), and Business Intelligence tools Proficiency and/or willingness to learn digital technologies and the impact on Finance and Accounting including analytical tools. eg Alteryx, PowerBi, Tableau, Snaplogic and RPA technologies (UiPath, Automation Anywhere, PowerAutomate, etc), and machine learning/Artificial Intelligence Proven and thorough knowledge of operational metrics to support strategic plans, dashboard design and benchmarking/standard industry practices. Considerable knowledge and understanding around organizational design and operational metrics. Demonstrate knowledge and success in advising global organizations through transformations from strategy through execution. Experience with the following: Core Finance system implementation and optimization (eg ERP, EPM, etc) Finance strategy and transformation Shared service and outsourcing Cost management Talent management Success with analyzing detailed finance and accounting processes to identify improvement opportunities in the following areas: Process improvement (Record to Report, Order to Cash, Source to Pay, etc) Internal and external reporting People and organization structures Performance management, budgeting and forecasting Cash flow optimization and the use of capital Maintenance and building of cost-effective controls. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.
01/31/2021
Full time
A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient Back Office opportunities and support to the business through insight and challenge. Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Minimum years experience required 7+ years of Advisory Client Facing Consulting experience having served in a CFO or Finance and Accounting Consulting role. Travel Requirements: 75%-80% weekly travel Degree Preferred : Accounting, Finance, Business Analytics, Information Technology Preferred Knowledge/Skills : Demonstrate leading practice knowledge and proven experience across the EPM landscape including but not limited to: Close, Consolidation and External/Regulatory Reporting Planning, Budgeting and Forecasting including driver-based planning, capital and workforce planning, rolling forecasts and integrated planning Management Reporting including dashboarding and predictive analytics Costing and Profitability Management Key business drivers and metrics that provide performance insights Data Model and Chart of Accounts Data Management and Integrations Governance Demonstrate proven experience with consulting engagements pertaining to the requirements and design (functional and technical), configuration, testing and deployment of EPM solutions Experience developing the EPM Business Case to quantify and demonstrate the business value and return on investment. Demonstrated capabilities of designing and implementing holistic solutions including process optimization and organization structure design to augment EPM technical solutions. Demonstrate knowledge of the industry including common issues facing clients. Ability to work with ambiguity while addressing the clients' needs and delivering top-level results. Showcase strong communications skills and the ability to simplify complex information and influence stakeholders. Ability to create a positive environment by monitoring workloads of the team while meeting client expectations; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. Ability to work collaboratively with a global team and all levels of an organization. Demonstrate knowledge of technologies that support collaboration, automation and data-driven story-telling including: Microsoft Products (Teams, PowerBI, MS Office), G-Suite (Google), and Business Intelligence tools Proficiency and/or willingness to learn digital technologies and the impact on Finance and Accounting including analytical tools. eg Alteryx, PowerBi, Tableau, Snaplogic and RPA technologies (UiPath, Automation Anywhere, PowerAutomate, etc), and machine learning/Artificial Intelligence Proven and thorough knowledge of operational metrics to support strategic plans, dashboard design and benchmarking/standard industry practices. Considerable knowledge and understanding around organizational design and operational metrics. Demonstrate knowledge and success in advising global organizations through transformations from strategy through execution. Experience with the following: Core Finance system implementation and optimization (eg ERP, EPM, etc) Finance strategy and transformation Shared service and outsourcing Cost management Talent management Success with analyzing detailed finance and accounting processes to identify improvement opportunities in the following areas: Process improvement (Record to Report, Order to Cash, Source to Pay, etc) Internal and external reporting People and organization structures Performance management, budgeting and forecasting Cash flow optimization and the use of capital Maintenance and building of cost-effective controls. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.
"Trusting in brave ideas" this is our promise to everyone who works for us. As a family business, we make long-term decision and provide our people with the trust and stability needed to bring their ideas to fruition, even the unconventional ones. Being a market and technology leader in machine tools and lasers, we courageously shape the manufacturing of tomorrow, meeting every challenge with bold, fresh thinking. SummaryThe Controller is responsible for just the manufacturing side of the business. They will work to create additional value to operative managers in this respective functional area by providing them more insight about the financial performance of their business and support them by proposing and tracking improvement initiatives and actions. The Controller provides function specific reports and KPIs incl. comments on trends and abnormalities and engages in regular business reviews with the functional managers, coordinates the function specific planning and forecasting and drives function specific projects like business plans, investment calculations, cost reductions, etc.Principle Duties & Responsibilities Function specific Reporting and ForecastingMonthly reporting to Germany. Provide information as required by headquarters; reasonings behind variances within the respective area.Participate in Budgeting (1 month every year) & Forecasting (2 per year) process as needed; support respective department managers with completion of budgets.Review reports/results, assess whether abnormalities are due to business reasons or technical controlling/accounting issues and assure processes are followed to support Shared Services.Support of operative ManagersProvide direct support and coaching to upper management with understanding the financials and identifying the risks and performance results from the respective area.Lead and implement change initiatives related to business, to support Management. Support upper management with assuring working capital is aligned with divisional yearly projectionsDefine and provide function specific KPIs:Develop short- and long-term goals, KPIs and objectives, and develop and execute against annual budgets. Production(1) volume: utilization (actual vs. standard), over-/under-absorption (2) profitability: review structural costs per area, plant profitability analysis, cost competitiveness (benchmark production cost with other TRUMPF plants and external suppliers - make or buy analysis), group production cost vs. local production cost, calculation and benchmark of production hourly rates, efficiency KPIs, etc. (3) capital employed: utilization of assets (buildings/floor space, machine utilization), Working Capital: production material and WIP, etc.Engineering (1) volume: Maintain R&D tool for reporting hours and review productivity of teams by project, bill back of R&D hours to central R&D in Germany(2) profitability: calculation and benchmark of engineering hourly rates, support project controlling (actual vs. budget - hours vs. degree of implementation) (3) capital employed: utilization of R&D machinesExperienceRequires 4-5 years of experience in Accounting/Controlling, preferably in a manufacturing environment. Individual must posses strong analytical skills and be proficient in Microsoft Excel. Must be able to communicate financial concepts and results to non-financial staff. Basic technical and business understanding required in order to participate in discussions with management. Must be able to work independently with minimal supervision. EducationBachelor's Degree in Accounting or similar is required. "All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status."
01/31/2021
Full time
"Trusting in brave ideas" this is our promise to everyone who works for us. As a family business, we make long-term decision and provide our people with the trust and stability needed to bring their ideas to fruition, even the unconventional ones. Being a market and technology leader in machine tools and lasers, we courageously shape the manufacturing of tomorrow, meeting every challenge with bold, fresh thinking. SummaryThe Controller is responsible for just the manufacturing side of the business. They will work to create additional value to operative managers in this respective functional area by providing them more insight about the financial performance of their business and support them by proposing and tracking improvement initiatives and actions. The Controller provides function specific reports and KPIs incl. comments on trends and abnormalities and engages in regular business reviews with the functional managers, coordinates the function specific planning and forecasting and drives function specific projects like business plans, investment calculations, cost reductions, etc.Principle Duties & Responsibilities Function specific Reporting and ForecastingMonthly reporting to Germany. Provide information as required by headquarters; reasonings behind variances within the respective area.Participate in Budgeting (1 month every year) & Forecasting (2 per year) process as needed; support respective department managers with completion of budgets.Review reports/results, assess whether abnormalities are due to business reasons or technical controlling/accounting issues and assure processes are followed to support Shared Services.Support of operative ManagersProvide direct support and coaching to upper management with understanding the financials and identifying the risks and performance results from the respective area.Lead and implement change initiatives related to business, to support Management. Support upper management with assuring working capital is aligned with divisional yearly projectionsDefine and provide function specific KPIs:Develop short- and long-term goals, KPIs and objectives, and develop and execute against annual budgets. Production(1) volume: utilization (actual vs. standard), over-/under-absorption (2) profitability: review structural costs per area, plant profitability analysis, cost competitiveness (benchmark production cost with other TRUMPF plants and external suppliers - make or buy analysis), group production cost vs. local production cost, calculation and benchmark of production hourly rates, efficiency KPIs, etc. (3) capital employed: utilization of assets (buildings/floor space, machine utilization), Working Capital: production material and WIP, etc.Engineering (1) volume: Maintain R&D tool for reporting hours and review productivity of teams by project, bill back of R&D hours to central R&D in Germany(2) profitability: calculation and benchmark of engineering hourly rates, support project controlling (actual vs. budget - hours vs. degree of implementation) (3) capital employed: utilization of R&D machinesExperienceRequires 4-5 years of experience in Accounting/Controlling, preferably in a manufacturing environment. Individual must posses strong analytical skills and be proficient in Microsoft Excel. Must be able to communicate financial concepts and results to non-financial staff. Basic technical and business understanding required in order to participate in discussions with management. Must be able to work independently with minimal supervision. EducationBachelor's Degree in Accounting or similar is required. "All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status."
A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient Back Office opportunities and support to the business through insight and challenge. Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Minimum years experience required 7+ years of Advisory Client Facing Consulting experience having served in a CFO or Finance and Accounting Consulting role. Travel Requirements: 75%-80% weekly travel Degree Preferred : Accounting, Finance, Business Analytics, Information Technology Preferred Knowledge/Skills : Demonstrate leading practice knowledge and proven experience across the EPM landscape including but not limited to: Close, Consolidation and External/Regulatory Reporting Planning, Budgeting and Forecasting including driver-based planning, capital and workforce planning, rolling forecasts and integrated planning Management Reporting including dashboarding and predictive analytics Costing and Profitability Management Key business drivers and metrics that provide performance insights Data Model and Chart of Accounts Data Management and Integrations Governance Demonstrate proven experience with consulting engagements pertaining to the requirements and design (functional and technical), configuration, testing and deployment of EPM solutions Experience developing the EPM Business Case to quantify and demonstrate the business value and return on investment. Demonstrated capabilities of designing and implementing holistic solutions including process optimization and organization structure design to augment EPM technical solutions. Demonstrate knowledge of the industry including common issues facing clients. Ability to work with ambiguity while addressing the clients' needs and delivering top-level results. Showcase strong communications skills and the ability to simplify complex information and influence stakeholders. Ability to create a positive environment by monitoring workloads of the team while meeting client expectations; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. Ability to work collaboratively with a global team and all levels of an organization. Demonstrate knowledge of technologies that support collaboration, automation and data-driven story-telling including: Microsoft Products (Teams, PowerBI, MS Office), G-Suite (Google), and Business Intelligence tools Proficiency and/or willingness to learn digital technologies and the impact on Finance and Accounting including analytical tools. eg Alteryx, PowerBi, Tableau, Snaplogic and RPA technologies (UiPath, Automation Anywhere, PowerAutomate, etc), and machine learning/Artificial Intelligence Proven and thorough knowledge of operational metrics to support strategic plans, dashboard design and benchmarking/standard industry practices. Considerable knowledge and understanding around organizational design and operational metrics. Demonstrate knowledge and success in advising global organizations through transformations from strategy through execution. Experience with the following: Core Finance system implementation and optimization (eg ERP, EPM, etc) Finance strategy and transformation Shared service and outsourcing Cost management Talent management Success with analyzing detailed finance and accounting processes to identify improvement opportunities in the following areas: Process improvement (Record to Report, Order to Cash, Source to Pay, etc) Internal and external reporting People and organization structures Performance management, budgeting and forecasting Cash flow optimization and the use of capital Maintenance and building of cost-effective controls. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.
01/31/2021
Full time
A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient Back Office opportunities and support to the business through insight and challenge. Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Minimum years experience required 7+ years of Advisory Client Facing Consulting experience having served in a CFO or Finance and Accounting Consulting role. Travel Requirements: 75%-80% weekly travel Degree Preferred : Accounting, Finance, Business Analytics, Information Technology Preferred Knowledge/Skills : Demonstrate leading practice knowledge and proven experience across the EPM landscape including but not limited to: Close, Consolidation and External/Regulatory Reporting Planning, Budgeting and Forecasting including driver-based planning, capital and workforce planning, rolling forecasts and integrated planning Management Reporting including dashboarding and predictive analytics Costing and Profitability Management Key business drivers and metrics that provide performance insights Data Model and Chart of Accounts Data Management and Integrations Governance Demonstrate proven experience with consulting engagements pertaining to the requirements and design (functional and technical), configuration, testing and deployment of EPM solutions Experience developing the EPM Business Case to quantify and demonstrate the business value and return on investment. Demonstrated capabilities of designing and implementing holistic solutions including process optimization and organization structure design to augment EPM technical solutions. Demonstrate knowledge of the industry including common issues facing clients. Ability to work with ambiguity while addressing the clients' needs and delivering top-level results. Showcase strong communications skills and the ability to simplify complex information and influence stakeholders. Ability to create a positive environment by monitoring workloads of the team while meeting client expectations; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. Ability to work collaboratively with a global team and all levels of an organization. Demonstrate knowledge of technologies that support collaboration, automation and data-driven story-telling including: Microsoft Products (Teams, PowerBI, MS Office), G-Suite (Google), and Business Intelligence tools Proficiency and/or willingness to learn digital technologies and the impact on Finance and Accounting including analytical tools. eg Alteryx, PowerBi, Tableau, Snaplogic and RPA technologies (UiPath, Automation Anywhere, PowerAutomate, etc), and machine learning/Artificial Intelligence Proven and thorough knowledge of operational metrics to support strategic plans, dashboard design and benchmarking/standard industry practices. Considerable knowledge and understanding around organizational design and operational metrics. Demonstrate knowledge and success in advising global organizations through transformations from strategy through execution. Experience with the following: Core Finance system implementation and optimization (eg ERP, EPM, etc) Finance strategy and transformation Shared service and outsourcing Cost management Talent management Success with analyzing detailed finance and accounting processes to identify improvement opportunities in the following areas: Process improvement (Record to Report, Order to Cash, Source to Pay, etc) Internal and external reporting People and organization structures Performance management, budgeting and forecasting Cash flow optimization and the use of capital Maintenance and building of cost-effective controls. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.
WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. POSITION This is a unique and exciting opportunity to join a recently formed private equity-focused fund operations team dedicated to Wellington's expanding private equity business. InvesTech Fund Control & Operations - Private Funds ("FC&O) plays an essential role in Wellington's private funds business and is responsible for fund operations encompassing fund accounting, treasury, and financial reporting. Wellington has several private equity and co-investment funds with over $4.5 billion in PE assets and growing. The business is planning for new vintages of its flagship funds focused in late-stage investing and is looking ahead to expansion into new strategies and other private asset classes. The Fund Controller will oversee several functions for Wellington's Private Equity Funds, playing a key role in fund NAV oversight and annual audits, the monitoring of capital calls and distributions, and assisting with investor requests. This role requires frequent collaboration with other Wellington teams and external service providers (e.g., Fund Administrators, Auditors, Investor Relations). The Fund Controller will report to the team's Associate Director. RESPONSIBILITIES Oversee the quarterly NAV and financial statement process for assigned funds, reviewing work prepared by our third-party administrator, including: Complex private portfolio company transactions and application of manager-provided prices Waterfall and carried interest calculations Differing management fee arrangements Gross and net IRR calculations Ensuring accounting and presentation is consistent with U.S. GAAP and Limited Partnership Agreements Assist with the funds' day-to-day operations, including: Planning and coordination capitals calls and distributions, managing end-to-end process and reviewing calculations and notices produced by our third-party administrator Payment of fund fees and expenses Coordination of deal funding Oversee annual audit process for assigned funds, coordinating with fund administrator and auditors Contribute industry and operational knowledge to product development and new fund launches Help to enhance and expand the internal accounting and finance policies and procedures to ensure best practices are always being followed Assist Business, Investor Relations, and Compliance teams, among others, providing information and data to respond to queries and performing ad hoc analyses based on the funds' or investors' activity Develop and manage relationships with Wellington's centralized teams and external service providers Lead and support projects, both large and small, associated with the funds, Wellington's operational and systems infrastructure and service providers Perform peer review of other team members and oversight of junior team members QUALIFICATIONS College undergraduate degree, preferably in accounting, finance, or business 5-7+ years' experience from a public accounting firm, alternative investment firm, or fund administrator 2-3+ years' experience with private equity fund accounting and operations Experience in other private asset classes (credit, real estate, infrastructure) is strongly favored though not required Knowledge of closed-end fund structures (closes, capital calls, distributions), PE fee structures (management fees, carried interest), and private portfolio company investment transactions and valuation approaches Advanced Excel and Access skills, or a desire to develop them A client service mindset and strong communication skills Completion or progress towards a CPA, CFA, or MBA is a plus OTHER ATTRIBUTES: Motivated work ethic and ambition to expand one's knowledge, impact, and role A proactive nature in developing and improving processes, identifying opportunities for efficiency and or risk reduction Desire and ability to work in a fast-paced, team-oriented environment, performing multiple tasks and balancing competing priorities Natural curiosity and ability to problem-solve, including researching technical accounting topics Acute attention to detail and organizational skills SKILLS JOB TITLE PRIVATE EQUITY - INVESTECH FUND CONTROL & OPERATIONS FUND CONTROLLER LOCATION 280 Congress As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
01/31/2021
Full time
WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. POSITION This is a unique and exciting opportunity to join a recently formed private equity-focused fund operations team dedicated to Wellington's expanding private equity business. InvesTech Fund Control & Operations - Private Funds ("FC&O) plays an essential role in Wellington's private funds business and is responsible for fund operations encompassing fund accounting, treasury, and financial reporting. Wellington has several private equity and co-investment funds with over $4.5 billion in PE assets and growing. The business is planning for new vintages of its flagship funds focused in late-stage investing and is looking ahead to expansion into new strategies and other private asset classes. The Fund Controller will oversee several functions for Wellington's Private Equity Funds, playing a key role in fund NAV oversight and annual audits, the monitoring of capital calls and distributions, and assisting with investor requests. This role requires frequent collaboration with other Wellington teams and external service providers (e.g., Fund Administrators, Auditors, Investor Relations). The Fund Controller will report to the team's Associate Director. RESPONSIBILITIES Oversee the quarterly NAV and financial statement process for assigned funds, reviewing work prepared by our third-party administrator, including: Complex private portfolio company transactions and application of manager-provided prices Waterfall and carried interest calculations Differing management fee arrangements Gross and net IRR calculations Ensuring accounting and presentation is consistent with U.S. GAAP and Limited Partnership Agreements Assist with the funds' day-to-day operations, including: Planning and coordination capitals calls and distributions, managing end-to-end process and reviewing calculations and notices produced by our third-party administrator Payment of fund fees and expenses Coordination of deal funding Oversee annual audit process for assigned funds, coordinating with fund administrator and auditors Contribute industry and operational knowledge to product development and new fund launches Help to enhance and expand the internal accounting and finance policies and procedures to ensure best practices are always being followed Assist Business, Investor Relations, and Compliance teams, among others, providing information and data to respond to queries and performing ad hoc analyses based on the funds' or investors' activity Develop and manage relationships with Wellington's centralized teams and external service providers Lead and support projects, both large and small, associated with the funds, Wellington's operational and systems infrastructure and service providers Perform peer review of other team members and oversight of junior team members QUALIFICATIONS College undergraduate degree, preferably in accounting, finance, or business 5-7+ years' experience from a public accounting firm, alternative investment firm, or fund administrator 2-3+ years' experience with private equity fund accounting and operations Experience in other private asset classes (credit, real estate, infrastructure) is strongly favored though not required Knowledge of closed-end fund structures (closes, capital calls, distributions), PE fee structures (management fees, carried interest), and private portfolio company investment transactions and valuation approaches Advanced Excel and Access skills, or a desire to develop them A client service mindset and strong communication skills Completion or progress towards a CPA, CFA, or MBA is a plus OTHER ATTRIBUTES: Motivated work ethic and ambition to expand one's knowledge, impact, and role A proactive nature in developing and improving processes, identifying opportunities for efficiency and or risk reduction Desire and ability to work in a fast-paced, team-oriented environment, performing multiple tasks and balancing competing priorities Natural curiosity and ability to problem-solve, including researching technical accounting topics Acute attention to detail and organizational skills SKILLS JOB TITLE PRIVATE EQUITY - INVESTECH FUND CONTROL & OPERATIONS FUND CONTROLLER LOCATION 280 Congress As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
Boutique hedge fund in NYC is seeking to hire an Accounting Manager as part of their continued growth. Working closely with the CFO and Controller, the Accounting Manager will be responsible for a range of tasks including: • Primary point of contact for fund administrator, including monthly NAV review; • Preparation and review of investor allocations, management fees, performance reporting and associated statements; • Manage day-to-day accounting, books and records; • Develop and oversee a robust internal control environment; • Set-up infrastructure and processes for new entities; • Coordination of the firm's annual audit; • Coordination of relevant regulatory and tax filings; • Tactical and strategic project work, including technology development, enhancements and upgrades (ie: Accounting, CRM etc). The successful candidate should have: • 5+ years' relevant experience in public accounting and/or investment fund accounting; • Ability to build relationships with third parties, vendors, clients and counterparties; • Ability to multi-task and prioritize; • CPA preferred; • Technical ability with Excel (to advanced level), VBA, SQL, Bloomberg. Please apply with your resume for a confidential discussion.
01/30/2021
Full time
Boutique hedge fund in NYC is seeking to hire an Accounting Manager as part of their continued growth. Working closely with the CFO and Controller, the Accounting Manager will be responsible for a range of tasks including: • Primary point of contact for fund administrator, including monthly NAV review; • Preparation and review of investor allocations, management fees, performance reporting and associated statements; • Manage day-to-day accounting, books and records; • Develop and oversee a robust internal control environment; • Set-up infrastructure and processes for new entities; • Coordination of the firm's annual audit; • Coordination of relevant regulatory and tax filings; • Tactical and strategic project work, including technology development, enhancements and upgrades (ie: Accounting, CRM etc). The successful candidate should have: • 5+ years' relevant experience in public accounting and/or investment fund accounting; • Ability to build relationships with third parties, vendors, clients and counterparties; • Ability to multi-task and prioritize; • CPA preferred; • Technical ability with Excel (to advanced level), VBA, SQL, Bloomberg. Please apply with your resume for a confidential discussion.
