Business Management Associate

92641 Garden Grove, California Golden Era Promotions

Posted 3 days ago

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We are looking for a dedicated Business Management Associate eager to bring their passion for success to our team. This role is perfect for someone looking to grow in a company that values innovation and professional development.This Business Management Associate position is also great for someone who wants to learn sales and business but has not had the opportunity to do so in prior working experience.

As a Business Management Associate, youll engage with clients to understand their needs, recommend tailored telecommunications solutions, and drive sales growth by being able to assist customers with their sales orders on products and services offered by our client. If youre excited about a career that combines customer interaction, sales, and telecommunications expertise, we want to hear from you!

Business Management Associate Responsibilities:

  • Consult with customers to understand their telecommunications needs and offer suitable solutions
  • Actively pursue new sales opportunities and maintain a pipeline of potential clients
  • Develop and maintain client relationships, focusing on long-term telecommunications solutions
  • Collaborate with internal sales and customer service teams to enhance the client experience and ensure seamless implementation of telecommunications program
  • Provide product demonstrations and presentations that highlight offerings to potential clients
  • Track client interactions, gather feedback, and share insights to optimize sales strategies
  • Stay informed about industry trends and advances in telecommunications to provide clients with the best options

Business Management Associate Qualifications:

  • Previous experience in a customer service or sales is a plus, but not required as we do provide full training
  • Interest in telecommunications and sales, with a client-focused approach is a plus
  • Excellent communication and presentation skills
  • Ability to manage multiple tasks and prioritize client interactions for maximum potential
  • Self-motivated and proactive, with an eagerness to learn and grow

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Director, Business Management

90079 Los Angeles, California Consultative Search Group

Posted 12 days ago

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A prestigious business management firm seeks a Director, Business Management to join their dynamic team. Firm is searching for an experienced Director in the industry to lead a dedicated Business Management service team that handles a group of several large clients. The Director role requires deep technical accounting acumen. This person will communicate with, and provide sound financial advice to, high-level clients, communicate with Partners, as well as manage a team of accounting professionals. This position is part of the management team, and will participate in key decisions for their clients.

Responsibilities:

  • Lead and manage one or more business management client service teams.
  • Manage workflow, ensure deadlines are being met, and internal processes and procedures are being followed.
  • Review financial statements, tax returns, cash flow reports, other financial reporting and client meeting packages.
  • Prepare financial statement summaries as required for Partners.
  • Assist Partners with special projects including, but not limited to real estate transactions, cash flow analysis, investment analysis, custom financial reporting, estate planning, insurance, and forecasting.
  • Regular communication with Partners regarding client financial matters.
  • Regular communication with clients to answer questions, fulfill requests, and provide financial advice when needed.
  • Attend client financial meetings.
  • Participate in management meetings and provide input on recruiting, client distribution, staff performance, and internal processes.
  • Coordinate with the tax department on client tax matters.
  • Other related duties as assigned.
REPORTING & COMMUNICATION
  • Oversee and review weekly, monthly, quarterly and annual financial reporting.
  • Ensure financial data is accurate and current at all times.
  • Review all client reports prior to being sent.
  • Provide analysis and insight, and summarize large amounts of information into digestible reports that can be provided to clients.
  • Communicate regularly with clients regarding their financial position, projections, and cash management.
  • Communicate regularly with client's staff as applicable.
  • Communicate regularly with Partners regarding client's financial position.
PLANNING
  • Assist in preparing client's short and long term financial projections.
  • Monitor and direct the implementation of strategic business plans.
  • Manage cash flow between client entities, investment accounts, and bank accounts and plan for future cash needs.
  • Provide input to the tax department to create annual tax projections.
OPERATIONS
  • Participate in key decisions as a member of the management team.
  • Provide input on staffing levels, work distribution, staff performance, recruiting, and internal processes.
  • Manage one or more business management accounting teams.
  • Ensure deadlines are being met, and internal processes and procedures are being followed.
  • Work as part of the new client onboarding team as needed.
RISK MANAGEMENT
  • Regularly review client insurance policies and coverage levels.
  • Monitor any open legal issues involving the client.
  • Advise client on appropriate and reliable control systems for staff and entities.
Qualifications:
  • Bachelor's degree in Accounting; or other related Business field preferred.
  • Certified Public Accountant or Enrolled Agent preferred.
  • 10-15 years of related experience in the Business Management field, and/or working with high-net-worth individuals.
Benefits:

Firm offers a great variety of benefits and perks to their employees. Some of these include:
  • Medical, Dental and Vision coverage
  • Flexible Spending Account
  • Basic Life and AD&D
  • Voluntary Life and AD&D
  • Long Term Disability
  • Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage
  • Genetic Screening and Cancer Support
  • Pet Insurance
  • Accrue 20 PTO days annually
  • 401k, Match and Profit Sharing Plan
  • 10 Paid Holidays and 1 Floating Holiday


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VP, Business Management

92702 Santa Ana, California Banc of California

Posted today

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**Description**
**BANC OF CALIFORNIA AND YOUR CAREER**
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.
At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®
**THE OPPORTUNITY**
Responsible for providing strategic support and guidance to the various Business Units (BU). The VP Business Management (BM) supports BU management in the formulation and implementation of overall strategic direction and provides guidance to ensure strategies are consistent and cohesive across the bank. The BM supports both individual BU's as well as the consolidated BU organizations. The BM acts as a liaison between the BU's and executive management to ensure all BU's are consistently executing the consolidated strategic plan, and ensures the BU's activities are coordinated and adjusted appropriately to ensure the consolidate bank objectives are met. The BM works with BU leaders and executive management to identify business development and product enhancement opportunities, and assists the BU's with execution as appropriate. The BM assists with division profit planning, producing and measuring results against plans, developing forecasts and projections, and other relevant business-related items. The BM acts as the primary liaison between BU management, the executive team, and IT/BI departments to design and establish effective reporting to disseminate timely information to business leaders for effective, well informed decision making. The BM works with the BU's to identify and champion technology enhancements to drive efficiencies and improve the client experience. The BM supports BUs with special projects and initiatives. The BM maintains an on-going and thorough knowledge of internal processes and systems relative to the BUs, and interacts collaboratively with BU and finance partners. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
**HOW YOU'LL MAKE A DIFFERENCE**
+ Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment; supervises the daily activities of the team including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training.
+ Tracks and monitors pipeline management, reporting & stack rankings.
+ Assists in the development and administration of BU compensation plans and performance matrices.
+ Directs and performs the compilation, analysis and preparation of various monthly and ad hoc internal management and external financial tables and analysis, and performance and supervision of various financial analyses and financial data for management reporting with an emphasis on segment profitability.
+ Directs and performs the preparation short and long-term financial forecasts for use by management. Manages the preparation of division budget and forecast. Reports on variances from the budgets and the underlying non-financial drivers. Oversees and completes financial analysis in such areas as forecasting, budgeting, cost allocation, funds transfer pricing, and operational performance.
+ Partners directly in the technical build-out and support of databases, query tools, reporting tools, BI tools, dashboards, etc., to enable analysis, modeling, and advanced data visualization. Provides direction on report content, calculations, metrics, data quality validation, data cleansing, layout and frequency.
+ Compiles, analyzes and prepares various monthly and ad hoc financial reports and recommendations on analytic projects. Performs and supervises various financial analyses and prepares financial data for management reporting.
+ Ensures timely and consistent communication between the BU's and executive management.
+ Remain up-to-date on all bank compliance and regulatory policies and procedures and on all pending and proposed regulatory changes affecting bank compliance.
+ Works with external and internal auditors as necessary providing schedules, analysis and answering questions as necessary.
+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
+ Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
+ Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
+ Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
+ Performs other duties and projects as assigned.
**WHAT YOU'LL BRING**
+ Advanced knowledge in banking industry activities.
+ Intermediate/Advanced knowledge of financial modeling.
+ Technical inclination: ability to learn new Finance systems and assist with administration and report development.
+ Experience in Hyperion Essbase a plus.
+ Ability to provide consultation and expert advice to management.
+ Advanced skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook.
+ Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
+ Effective organizational and time management skills.
+ Exceptional oral, written and interpersonal communication skills.
+ Ability to make decisions that have significant impact on the immediate work unit and cross functional departments.
+ Ability to organize and prioritize own work schedule and the work schedules of others on a short-term and long-term basis.
+ Ability to provide constructive feedback to subordinates.
+ Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed.
+ Ability to deal with complex difficult problems involving multiple facets and variables in non- standardized situations.
+ The ability to present written credit memorandums in a clear, succinct manner to bank management.
+ Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed.
+ Ability to work with little to no supervision while performing duties.
+ Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA).
+ Basic knowledge of corporate accounting and pertinent GAAP, SEC rules and regulations including Dodd-Frank Act and Sarbanes-Oxley compliance.
+ Must be fully vaccinated for COVID-19 (i.e., at least 2 weeks after last dose) and, if hired, present proof of vaccination by start date.
+ Bachelor's degree in finance or accounting and ten (10) + years in finance or related experience with a focus on financial services (banking preferred)
+ Experience with analytical software packages/tools/languages, visualization tools and applying such tools to streamline reporting.
**HOW WE'LL SUPPORT YOU**
+ **Financial Security:** You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
+ **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
+ **Building & Supporting Your Family:** Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
+ **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off.
+ **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
**SALARY RANGE**
The full-time base salary range for this position is $101,000.00 - $155,000.00 a year. The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Equal Opportunity Employer
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.
Equal Opportunity Employer
PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.
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Business Management Services Manager

90403 Santa Monica, California Regal Executive Search

Posted 3 days ago

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Business Management Services Manager Position and Job Function Overview We are currently seeking a Manager to join our Business Management/Business Services team in Santa Monica, CA. The candidate is responsible for providing and/or reviewing quality business management services to clients while maintaining their day-to-day activities, including but not limited to, comprehensive bookkeeping, payroll, bank reconciliations, financial statements, and effective communication. We are looking for a professional who excels in troubleshooting and prioritizing tasks. The candidate must be a confident self-starter who is organized, dedicated, and flexible with day-to-day work activities. Requirements 6 – 8 years of business management experience. Some public accounting firm experience preferred. Capacity for heavy contact with clients as well as their employees and vendors. Ability to handle sensitive information and exercise sound judgement. Strong technical skills related to business management, full-charge bookkeeping, and accrual accounting, including financial statement preparation. Experience with payroll, bank reconciliations, cash management, preparation of tax packages, cash flows, reporting, general ledgers, year-end processing, reports, closeouts, and sales tax compliance. Ability to perform various accounting analyses of general ledgers, financial statements, and similar records. Ability to track income in accordance with contracts, agreements, and performances. Ability to work independently, prioritize, manage multiple engagements, and communicate directly with clients. Respond promptly to client requests. Proficiency in Datafaction, QuickBooks, Word, Excel, and Outlook. Strong troubleshooting skills. Excellent problem-solving, organizational, verbal, and written communication skills with clients and team members. Ability to mentor and train junior team members. Associate or bachelor’s degree in accounting is a plus. Overtime may be required during busy season. Benefits/Compensation As a full-service, mid-sized, local Southern California accounting firm, we attract top talent, many of whom build lifelong careers here. Our departments include audit & accounting, taxation, litigation support, and a full-service business management and business services department. We are an equal opportunity employer. We offer a competitive compensation package to reward our employees' efforts, commitment, and expertise. Salary is commensurate with experience. Our benefits include: Medical, dental, vision, life, and disability insurance 401(k) and other benefit plans Generous PTO and holiday policy Rideshare reimbursement Login to save this search and get notified of similar positions. Related Jobs: Controller - West Hollywood, CA CFO - La Palma, CA VP Accounting Advisory - Los Angeles, CA Discover your next career opportunity in Santa Monica, California! This vibrant beachside city offers a perfect blend of work and play, with renowned art galleries, iconic landmarks, diverse culinary scenes, and scenic parks—an ideal backdrop for professional growth. Explore our job listings and take the next step toward an enriching career in this dynamic region. #J-18808-Ljbffr

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Finance & Business Management, Associate

90001 Legal, California JPMorgan Chase Bank, N.A.

Posted 17 days ago

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Permanent
JPMorgan Chase's Global Corporate Banking group unlocks unparalleled financial solutions catering to both Domestic and International clients with revenues of $2B+. Our team seamlessly integrates traditional banking services with cutting-edge investment banking products, ensuring businesses thrive in today's dynamic market. Work with us on tailored support in data maintenance, client transfers, and strategic initiatives, all under the expert guidance of our industry-aligned Business Managers.

As a Senior Associate Business Manager within the Commercial & Investment Bank, you will serve as the main liaison for bankers and product partners across various data management submissions. This role provides an opportunity to grasp the basics of corporate banking, collaborate with bankers to comprehend the client lifecycle across intricate portfolios, and offers a pathway to evolve into the Business Manager role, or other positions within Finance & Business Management. Additionally, you will work closely with the leaders of Media & Communications and Technology sales teams to facilitate the achievement of business outcomes.

Job responsibilities

  • Support Business Managers in partnership with industry group leads including Group Heads via tactical and strategic workstreams to help drive their businesses
  • Assist with key business management functions including project management, analysis of sales/management reporting, and ad-hoc requests related to banker's client portfolios
  • Understand business drivers and financial results to support opportunities to grow the business
  • Help manage the group's portfolio by supporting strategic targeting efforts from a tactical perspective, and by executing data maintenance and client transfers between lines of business
  • Engage with bankers, payments teams, and other key business partners such as client service, Know Your Customer, marketing, credit, investment banking, as well as additional lines of business across JPMorgan Chase to gather input, insights, and data, that feeds into reporting leveraged by Global Corporate Banking, senior management in Commercial & Investment Banking, and senior partners across the firm
  • Provide support to bankers as it pertains to systems and reporting tools such as Qlik Dashboard and Dash, while becoming subject matter experts in resulting reporting and researching issues as they arise such as product revenue misalignments and client profitability research/analysis
  • Assist with select Global Corporate Banking-wide Business Management efforts under the direction of Business Managers
  • Act as a local extension of Finance & Business Management by facilitating communication with the business, supporting Finance & Business Management efforts and working on joint projects
  • Identify areas for continued process improvement and enhance efficiencies by generating innovative ideas and solutions
  • Prepare presentation materials to be shared with management, business groups and other relevant stakeholders

Required qualifications, capabilities, and skills
  • 4+ years of work experience in Commercial Banking, Business Management, Strategy, Finance, and Project Management
  • Bachelor's degree in Business, Finance, Economics, or a related field
  • Strong organizational skills to manage multiple tasks and priorities; proactive and detail-oriented
  • Ability to respond quickly to changing business needs and urgent requests
  • Strong verbal and written communication skills; professional and concise presentation of ideas
  • Proactive in providing timely updates to Business Managers and other partners
  • Strong problem-solving and analytical capabilities; intellectually curious
  • Ability to produce accurate, error-free analysis and reporting; synthesizes large data sets
  • Confidence and empowerment in communication; collaborates effectively across the business
  • Proficiency in Excel and PowerPoint
  • Familiarity with JPMC systems (e.g., Dash, Company IQ, Client Central, PitchPro) and data visualization tools (Qliksense, Tableau)

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

NOTE: This position is not eligible for sponsorship

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Los Angeles,CA $04,500.00 - 145,000.00 / year

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Head of Business Management Services

90079 Los Angeles, California DBS Bank

Posted 23 days ago

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Get AI-powered advice on this job and more exclusive features. This range is provided by DBS Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $185,000.00/yr - $15,000.00/yr Direct message the job poster from DBS Bank Senior Vice President, Human Resources - DBS Bank (North America) Job Objective Provide oversight and direction on the end-to-end operating environment of the US Office to support IBG Franchise. Central point of contact for all IBG Business Management related queries and initiatives, spearheading the First Line of Defense and accountable for business focused risk & control activities. Ensure Effective Connected Income activities are complied with for all Inbound and FI transaction to be booked in the US tax book. Job Duties & Responsibilities Business Policy, Process & Management Ensure effective governance in place and adherence to applicable Group and local Standards, Policies, and regulations. Identify process efficiencies and provide innovative solutions to reduce process pain points. Point of contact for all IBG policies, coordinating impact assessment and roll out of policy updates and enhancements. Coordination / management of ad hoc business requests / data requests / reporting. Governance & Control Act as and support First Line of Defense activities, contact point for IBG related risk & control items. Ongoing assessment of business controls framework and effectiveness in identifying, managing, and mitigating inherent and residual risk. Customer Experience Management of business focused projects / initiatives to facilitate smoother client experience to enable and allow Relationship Manager focus on revenue generation. Digital Enablement Act as a systems champion and coordinate all IBG feedback into business requirements for system upgrades. Drive local implementation of the Bank’s Digital Enablement agenda and look to implement digital solutions to processes. Data Driven Operating Model Coordination of Data Transformation projects facilitating transition to a Data Driven Operating Model (DDOM). Local lead and contact point for Group-wide IBG initiatives and liaison between HO and US on data focused projects / initiatives. Marketing & Communications Local facilitation of Group-wide marketing and communications, ensuring key messages are highlighted and disseminated within the US IBG community. AML / KYC Team Manage the team’s responsibilities and assist in prioritization of tasks related to Client Due Diligence (CDD) onboarding process, periodic review of CDD and CDD trigger reviews, ensuring completeness, accuracy and timeliness. Facilitate and oversee collaboration with IBG Relationship Managers and other Support Functions. Keep abreast of and assess the impact of Standard / Policy / regulation changes, and share best practice / lessons learned with other DBS International Centres and Head Office IBG COO Team. Drive completeness of the implementation of all Group-level AML / CFT related procedures and controls (including Business AML / CFT Procedures). Overseeing Group AML champions to assess the impact of regulatory developments and to making recommendations where appropriate on measures to address gaps. Assist the team with developing deeper understanding of and providing training on Group Standards, where required. Act as a point of escalation for the team. Ensure team tracking of CDD reviews pursuant to prescribed frequency within the stipulated timeframe and report overdue CDD reviews. Experience Minimum 10+ years banking experience, preferably within business management roles, with specific corporate banking, treasury and markets and audit and compliance experience advantageous. Should be able to demonstrate sufficient stature and empowerment within the business Currently operating at VP level or above. Ability to provide balanced perspective between business expediency and risk & control. Excellent communication and persuasive skills with all levels of bank staff. Exceptional stakeholder management, ability to interact with senior staff locally and in other locations. Excellent verbal and written presentation. Advanced excel / data manipulation and PowerPoint skills highly beneficial. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Administrative, Customer Service, and Project Management Referrals increase your chances of interviewing at DBS Bank by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Tuition assistance Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Head of Business Management” roles. Seal Beach, CA $250,000 00- 300,000.00 11 hours ago Chief of Staff to the President – Xsolla Regional Vice President of Operations - CALIFORNIA Culver City, CA $5 0,000.00- 550,000.00 6 days ago Los Angeles Metropolitan Area 3 weeks ago Senior Director, Strategic Planning and Business Development Director, Go-to-Market & Business Strategy Sr Director, Studios Strategy & Operations Senior Manager, Business Operations - Office of the CRO Long Beach, CA 250,000.00- 300,000.00 1 day ago Executive Director, Corporate Partnerships Burbank, CA 95,000.00- 105,000.00 3 days ago Senior Director/Principal-Business Strategy-Credit Los Angeles Metropolitan Area 2 weeks ago Los Angeles, CA 190,000.00- 225,000.00 9 hours ago Vice President, Customer Experience, Operations and Sales General Manager, Commercial Vice President Universal City, CA 125,000.00- 170,000.00 3 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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(Future Opening) Account Manager, Business Management

90079 Los Angeles, California National Financial Partners

Posted 2 days ago

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Who We Are:

We're a multi-year Best Places to Work award winner in Business Insurance. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit:
Ground Control Business Management, a subsidiary of NFP, is seeking an Account Manager.

The Account Manager is responsible for overseeing all day-to-day business, personal, and financial matters for assigned clients and entities. The Account Manager is further responsible for managing the workflow and ongoing supervision, training and mentoring of their Bookkeeper. The Account Manager works closely with one or more Partners and Managers, but the position requires time management skills and independent thinking and judgement.

NOTE: This opportunity is for future needs. We often recruit for these roles due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Pager at .

Essential Duties and Responsibilities:

•Communicates directly with clients with collaboration with senior team members.
•Knowledge of Chart of Accounts (personal and corp).
•Monitors daily client activity, handles requests, and conducts timely follow ups on outstanding matters.
•Reviews bank balances daily and funds accordingly.
•Prepares daily and monthly bank reconciliations.
•Prepares monthly cash flow reports.
•Performs monthly, quarterly, and annual close activities.
•Completes billing timesheets daily, making sure to include appropriate and accurate commentary for all entries.
•Understands and utilizes all available tools to ensure desks are run efficiently (e.g., credit card allocation module, bill scheduler/repetitives, repository, and other tools as directed by the Operations Team).
•Reviews all work completed by the Bookkeeper, including billing and payroll timesheets.
•Supervises, mentors, and manages bookkeeping staff.
•Works closely with business management team to ensure clean and accurate books.
•Identifies areas with inefficiencies and makes changes as necessary (e.g., going paperless, live checks vs. electronic payments, etc.).
•Other related duties as assigned.

Knowledge, Skills, and/or Abilities:

•Accounting background required
•Ability to work independently and anticipate client and team needs
•Effective time management and decision making skills
•Diligent follow up skills
•Ability to express ideas clearly in both written and oral communications
•Experience with AgilLink or equivalent platform

Education and/or Experience:

•Associates degree (or equivalent), and BA/BS preferred
•Four or more years' experience with business management firm required
•Entertainment industry experience preferred

What We Offer:

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $73,000 $95,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You. Better Together!

NFP is an inclusive Equal Employment Opportunity employer.
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About the latest Management roles Jobs in Long Beach !

(Future Opening) Account Manager, Business Management

90079 Los Angeles, California NFP

Posted 9 days ago

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Who We Are: We're a multi-year Best Places to Work award winner in Business Insurance. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: Control Business Management, a subsidiary of NFP, is seeking an Account Manager. The Account Manager is responsible for overseeing all day-to-day business, personal, and financial matters for assigned clients and entities. The Account Manager is further responsible for managing the workflow and ongoing supervision, training and mentoring of their Bookkeeper. The Account Manager works closely with one or more Partners and Managers, but the position requires time management skills and independent thinking and judgement. NOTE: This opportunity is for future needs. We often recruit for these roles due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Pager at Duties and Responsibilities:•Communicates directly with clients with collaboration with senior team members.•Knowledge of Chart of Accounts (personal and corp).•Monitors daily client activity, handles requests, and conducts timely follow ups on outstanding matters.•Reviews bank balances daily and funds accordingly.•Prepares daily and monthly bank reconciliations.•Prepares monthly cash flow reports.•Performs monthly, quarterly, and annual close activities.•Completes billing timesheets daily, making sure to include appropriate and accurate commentary for all entries.•Understands and utilizes all available tools to ensure desks are run efficiently (e.g., credit card allocation module, bill scheduler/repetitives, repository, and other tools as directed by the Operations Team).•Reviews all work completed by the Bookkeeper, including billing and payroll timesheets.•Supervises, mentors, and manages bookkeeping staff.•Works closely with business management team to ensure clean and accurate books.•Identifies areas with inefficiencies and makes changes as necessary (e.g., going paperless, live checks vs. electronic payments, etc.).•Other related duties as assigned.Knowledge, Skills, and/or Abilities:•Accounting background required•Ability to work independently and anticipate client and team needs•Effective time management and decision making skills•Diligent follow up skills•Ability to express ideas clearly in both written and oral communications•Experience with AgilLink or equivalent platformEducation and/or Experience:•Associates degree (or equivalent), and BA/BS preferred•Four or more years' experience with business management firm required•Entertainment industry experience preferredWhat We Offer:NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.The base salary range for this position is $73,000 - $95,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.NFP and You. Better Together!NFP is an inclusive Equal Employment Opportunity employer. Equal Opportunity Employer 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.

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Business Management - Account Coordinator (Assistant Bookkeeper)

90079 Los Angeles, California Holthouse Carlin & Van Trigt

Posted 14 days ago

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Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience. What We Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing. We Live Our Core Values Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team. Discover How Far You Can Go. Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on—the kind of work that helps you develop and refine your skills to advance in the profession. Hybrid Work At HCVT, we embrace a hybrid work model that offers a balance between in-office collaboration and remote convenience. Our teams work a minimum two days a week in the office, unless noted otherwise in the job description, complemented by in-person trainings, meetings, and team-building activities to foster your growth and deepen team connections. These trainings and events may take place outside of your home office location. Apply today and find out why so many come for the challenge—and stay for the experience. We look forward to meeting you! Our business management team in Los Angeles helps protect assets and preserve value by providing a concierge approach to service tailored to our clients' unique needs. Our team assists with supervision and management of day-to-day activities while working with clients to formulate goals, develop strategies and long-range planning. We work with other advisors, including bankers, lawyers, investment advisors, estate planning, and insurance professionals to help our clients achieve their current and long-term goals. HCVT operates under a hybrid working model. Business management employees are expected to work at their assigned office a minimum of three days per week. As a an Account Coordinator in our Business Management service line, you will be responsible for but not limited to the following: Perform heavy accounts payable Daily deposits Reconciliation of cash and balance sheet accounts Journal entries Manage/prioritize day-to-day workflow Interact with clients professionally Tasks or projects assigned by other supervisory figures To be successful, these are the skills, qualities and experience you will need: A bachelor's or associates degree in accounting preferred and/or some related work experience Detail oriented, with high productivity; experience with multiple corresponding deadlines Intermediate knowledge of Microsoft Office (Excel, Word, and Outlook) Paperless Datafaction experience a plus Strong communications skills (both verbal and written) and strong judgment Effective multi-tasking and time-management skills Team player attitude with proven people skills Availability for necessary seasonal overtime (particularly during tax busy-seasons) You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment. Visit the Benefits sectionto learn more This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $55,000 to $65,000 plus overtime. Connect with us: LinkedIn , Instagram , Facebook , HCVT Website #LI-AM1 #LI-Hybrid The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative. #J-18808-Ljbffr

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Business Management Tax Accountant - Tax Senior Accountant

90211 Beverly Hills, California Regal Executive Search

Posted 7 days ago

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Business Management Tax Accountant - Tax Senior Accountant Tax Accountant About the job A Wealth and Business Management Firm for individuals as well as their companies in the Television, Film, Music, Social Media, Production, and Advertising Industries. Summary/Objective The ideal candidate will be required to prepare tax returns and assist with related client tax matters. Strong tax preparation and tax research skills. Experience in business management, entertainment industry, real estate, high net worth individuals is preferred. CPA license is also preferred but not required. Responsibilities Prepare and/or review individual, corporate, and partnership returns. Identify industry/client tax issues and situations and assist with tax research and planning. IRS and state issues as well as drafting responses to governmental correspondence and audits. Prepare closeouts for loan out corporations and analyze payroll withholding requirements for state and federal. Assist other team members with accounting responsibilities as required. Required Qualifications Understand tax concepts related to individuals, C Corporations, S Corporations, Partnerships, estates and trusts. 4 years of tax experience with a public accounting firm or business management accounting firm Bachelor degree in accounting or related business field. Grasp of accounting and financial statement concepts. Proficiency in tax preparation software such as BNA, Pro-Systems, CCH Axcess and Datafaction. Login to save this search and get notified of similar positions. Related Jobs: Controller West Hollywood, CA CFO La Palma, CA VP Accounting Advisory Los Angeles, CA Login to save this search and get notified of similar positions. #J-18808-Ljbffr

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