10 Management Roles jobs in West Covina
Director, Business Management
Posted 15 days ago
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Job Description
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.
- 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.
- 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.
- 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.
- 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.
- 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.
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
Many of our job openings can be viewed at
VP, Business Management
Posted 2 days ago
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Job 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.
Client Accountant - Business Management
Posted today
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Job Description
Client Accountant is responsible for responding to the needs of clients and their representatives regarding personal and business financial and accounting matters. Includes full charge bookkeeping functions, accounts payable and receivable, payroll and fund transfers for individuals and corporations. The Client Accountant works closely with the Account Manager
Essential Duties
Essential duties include the following (other essential duties may be assigned):
- Handle daily cash receipts.
- Date stamp invoices, bills, etc. on the day received and file same in the client’s Accounts Payable File until processing.
- Prepare Accounts Payable for scanning and entry into AgilLink.
- Print checks and assemble them with appropriate invoice.
- Arrange for mailing, or otherwise disburses, all checks.
- Maintain recurring list of checks to be mailed at a future date.
- Maintain Client Files, i.e. cash receipts, a/p, je’s, transfers. Also check that images are properly scanned
- Record payroll either in-house or with Paychex. This includes all of the quarterly and annual filing requirements.
- Prepare and submit wire requests and transfers
- AgilLink experience preferred but not required
- Strong oral and written communication skills
- Excellent interpersonal skills
- Ability to multi-task and work in a fast-paced environment
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Finance & Business Management, Associate
Posted 19 days ago
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Job Description
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
Head of Business Management Services
Posted 26 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. 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(Future Opening) Account Manager, Business Management
Posted 5 days ago
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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.
Business Management - Account Coordinator (Assistant Bookkeeper)
Posted 17 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 Performance Management - T&D Operations, Sr Advisor
Posted 2 days ago
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Become a Business Performance Management - T&D Operations, Sr Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be supporting Business Performance Management and Operations, you will be the lead in the performance management and oversight of T&D Operations. The role will include evaluation of existing performance against targets, trend analysis, and development of key performance indicators (KPIs) to improve strategic guidance for T&D senior leadership. This will include identification of risks, strategies for mitigating those risks, cross functional collaboration, and providing guidance for corrective action. Serve as the primary point of contact for operations interfacing with the Performance & Support organization. This role will lead performance meetings taking requisite follow-up actions to ensure successful coordination between the business performance and operations functions. As a Business Performance Management - T&D Operations, Sr Advisor , your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?
**Responsibilities**
+ Define key performance indicators (KPIs) and metrics that align with the organization's strategic goals; establish benchmarks and targets to measure and evaluate performance across different areas such as financial, operational, and customer satisfaction and employee productivity.
+ Lead the gathering and reporting of company performance metrics, including financial, operational, and customer metrics (KPIs); provide insights on the impact of changes on performance metrics and help stakeholders adapt to new processes.
+ Oversee the creation of performance reports and dashboards that clearly and concisely present key metrics and trend; share these reports with stakeholders to provide a comprehensive view of the organization's performance and track progress towards strategic goals.
+ Work with stakeholders to translate strategic objectives into actionable initiatives and project; ensure that performance measures are aligned with the organization's strategy.
+ Integrate performance management systems, such as balanced scorecards or OKRs (Objectives and Key Results).
+ Identify areas for performance improvement based on data analysis and insights.
+ Collaborate with cross-functional teams to develop and implement strategies, initiatives, and process improvements that drive efficiency, productivity, and cost savings.
+ Assess and monitor risks that may impact business performance. Identify potential risks, develop risk mitigation strategies, and establish monitoring mechanisms to ensure that risks are effectively managed.
+ Collaborate with stakeholders across the organization, including executives, department heads, and operational teams. Facilitate discussions, workshops, and presentations to communicate performance results, share insights, and gain buy-in for performance improvement initiatives.
+ Continuously evaluate and refine performance management processes and methodologies.
+ A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.
**Minimum Qualifications**
+ Ten or more years of experience preparing or supporting performance data analysis/reporting.
Preferred Qualifications
+ Bachelor's degree in business administration, engineering, construction management, STEM, or related disciplines.
+ Five years of experience with SCE's Transmission & Distribution field operations, Scheduling, Construction Project Management.
+ Project Management Professional Certification.
+ Ten years of experience with project or program management.
+ Three years of experience within a Utility.
+ Experience using Microsoft Office tools with the ability to develop and deliver effective presentations using MS PowerPoint.
+ Ability to collaborate effectively, influence outcomes, and demonstrate strong facilitative skills.
+ Ability to speak effectively and present to executive audiences with clarity and confidence.
Additional Information
+ The position's work mode is remote. Employee is able to work primarily at home or remote however, the employee may be expected to come to an SCE facility on occasion. Unless otherwise noted, employees are required to work and reside in the state of California. Hiring organizations can add further requirements related to specific jobs. Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.
+ Visit our Candidate Resource ( page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!
+ Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
+ The primary work location for this position is remote. However, the successful candidate may also be asked to work at various work locations across SCE territory to support the T&D Operations organizations.
+ Position will require up to 60% traveling and being out in the field throughout the SCE service territory.
+ Relocation does not apply to this position.
About Southern California Edison
The people at SCE don't just keep the lights on. Our mission is so much bigger. We're fueling the kind of innovation that's changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you'll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.
Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.
We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at ( .
Resource Management Business Planning, Advisor
Posted 2 days ago
Job Viewed
Job Description
Become a Resource Management Business Planning, Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll In this role, you'll focus on forecasting and leading the workforce planning portfolio within the call center, as well as conducting financial analysis, performing risk assessments, and conducting performance and trend analysis. Additionally, you'll lead or provide project support and develop and analyze strategic plans to ensure alignment with organizational goals and objectives. As a Resource Management Business Planning, Advisor, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?
**Responsibilities**
+ Work with project managers and department heads to determine resource requirements; develop resource plans that align with project timelines and budget constraints
+ Support the acquisition of necessary resources, including human resources and materials; assist in managing vendor relationships and procurement processes
+ Assist in allocating resources to projects, tasks, or teams based on established plans; collaborate with project managers to ensure timely and effective resource assignment
+ Monitor and track resource utilization using project management tools or software; provide regular reports and insights on resource usage to stakeholders
+ Participate in capacity planning activities to assess future resource demands; analyze historical data and growth projections to anticipate resource needs
+ Help facilitate discussions to resolve conflicts related to resource allocation; support stakeholders in negotiating compromises and finding equitable solutions
+ Analyze resource utilization data to identify patterns and inefficiencies; recommend process improvements and reallocation strategies to optimize resource use
+ Assist in identifying and managing risks related to resource availability and allocation; support the development of contingency plans to address potential resource constraints
+ Collaborate with project managers, department heads, and external partners to gather resource requirements and provide updates on resource allocation AND engage stakeholders in resource planning discussions and communicate resource-related decisions
+ A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity
**Minimum Qualifications**
Seven or more years of experience performing resource management and/or business planning.
Preferred Qualifications
+ Five or more years of experience with strategic resource allocation and optimization.
+ Three or more years of experience collaborating with stakeholders and developing resource plans.
+ Three or more years of experience monitoring and tracking resource utilization.
+ Five or more years of experience analyzing resource utilization data for improvements and recommendations.
+ Three or more years of experience identifying and managing resource-related risks.
+ Five or more years of experience using of Microsoft Excel, Microsoft Access database, Power BI, and/or any workforce-related software.
Additional Information
+ This position's work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days? Unless otherwise noted, employees are required to work and reside in the state of California? Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.
+ Visit our Candidate Resource ( page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!
+ Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
About Southern California Edison
The people at SCE don't just keep the lights on. Our mission is so much bigger. We're fueling the kind of innovation that's changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you'll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.
Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status. We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at ( .
Sr Business Systems Analyst, Oracle Order Management
Posted 9 days ago
Job Viewed
Job Description
Sr Business Systems Analyst, Oracle Order Management Irvine, CA, United States Job Description Job Summary An experienced Sr Business Systems Analyst, Oracle Order Management within the Enterprise Applications department will be responsible for implementing and supporting Sales Order Management applications across all Masimo sites. The position will require working with cross-functional application support professionals to keep the Company’s core Oracle applications and integrations with various external systems in good health. Will be responsible for writing user stories for new features, establishing business priorities, participating in design, and leading the testing and training of those new features. In addition, this role requires leading application support for the Order Management and Configurator modules and related functionality, executing Masimo’s incident management strategy and providing leadership and expertise on application integration and development initiatives. The Sr Business Systems Analyst, Oracle Order Management will be a vital part of the broader Oracle team that includes our business partners, BSAs, Developers, Contractors, and Project management; a team that delivers vital, stable functionality that will allow Masimo to operate more efficiently and accurately. Duties & Responsibilities Leveraging an Agile Development “scrum” methodology, identify critical functionality or performance gaps based on information from business partners and technology peers to break down high-level information into epics and stories that solve the underlying problem. Implement and support solutions within the Oracle Sales Order and Configurator modules. Partner with our Sales Operations business team members to understand business needs and assist them with the prioritization of stories in the Jira system. Work with your ERP Business Systems Analyst team members to create Solution Designs, leveraging best practices for Oracle technology along with hands-on configuration of Oracle EBS modules to meet business requirements. Be the liaison between our business partners & stakeholders and development resources, both within the Oracle team and across the broader IT / IS team, to integrate other business-critical systems within EBS. Understand the inherent challenges with turning designs and business requirements into technical solutions across a variety of web / mobile platforms. Working with the development team, design and test integrations into and out of the Order Management module, as required. Prepare accurate and detailed documentation in the form of user stories, training material, and configuration documentation. Ensure that our documentation will meet applicable SOX and FDA regulatory standards appropriate for its intended audience. While the Jira business processes in place will ensure SOX compliance, additional documentation may be required to satisfy FDA regulations, including the creation of documents summarizing requirements, specifications, test procedures, validation plans, system manuals, etc. In collaboration with the Quality Compliance team, ensure continued system compliance to applicable system regulations, including 21 CFR Part 11, and develop/deliver system specific documentation and program/module level operational procedures/work instructions. Always seek to understand, then strive to ensure we deliver what the business needs, not necessarily what was asked for. Minimum Qualifications 5+ years as an Oracle EBS Business Systems Analyst, Oracle EBS version 12.x or higher preferred, with particular experience in manufacturing, supply chain planning modules, as a member of an information systems & technology team. Thorough understanding of how up and downstream systems impact Order Management (e.g. Account Receivable, Warehouse Management systems). Experience with one or more full-life cycle implementations. Demonstrated ability to configure the Order Management module to business requirements. Experience with configurable BOM’s. Experience writing epics and user stories to document business process requirements, acceptance criteria, and any technical considerations. Experience reading and writing basic SQL queries and manipulating data in Oracle EBS. Experience documenting and managing user acceptance testing. Demonstrated ability to work with BSAs supporting other modules (e.g. WMS, Accounts Receivable, etc.) to create integrated solutions to business problems. Experience with Agile methodologies, working within a Scrum development environment. Excellent proficiency in Microsoft Office Suite, particularly Word. Experience in developing process flows, using Microsoft Visio. Ability to work well independently and collaboratively with key business teams (such as Sales Operations, Quality Compliance, Finance, etc.). Experience with overall software development life cycle and phases. Experience quickly understanding business processes and identifying technical solutions. Experience managing multiple projects/tasks of varying complexities, meet deadlines and work well under pressure. Good to excellent presentation, interpersonal, and communication skills. A demonstrated ability to work within a team, to support fellow team members, by sometimes working outside your comfort zone to pitch in as necessary. A desire to work in a positive, focused environment within a team that enjoys each other’s company. Preferred Qualifications Experience with Atlassian Jira & Confluence a definite plus. Experience creating and supporting integrations Oracle EBS with Kinaxis RapidResponse. Experience with SOX-audited Oracle environments. Experience with FDA and international medical devices regulatory processes. Knowledge of regulatory requirements impacting computer system validations. Collaborate with Project Managers / Analysts in resolving conflicts and analyzing critical consolidated information, and driving meetings with stakeholders. Effective ability to communicate across all levels of an organization. Education Bachelor’s degree in Computer Science, Information Systems, or related field preferred. Equivalent demonstrated experience will also be considered. Compensation : The anticipated salary range for this position is $100,000 - $135,000 plus benefits. Actual placement within the range is dependent on multiple factors, including but not limited to skills, education, and experience. This position also qualifies for up to 10% annual bonus based on Company, department, and individual performance. Masimo offers benefits such as Medical, Dental, Vision, Life/AD&D, Disability Insurance, 401(k), Vacation, Sick, Holiday, Paid Maternity Leave, Flexible Spending Accounts, Voluntary Accident, Critical Illness, Hospital, Long-Term Care, Employee Assistance Program, Pet Insurance, on-site Wellness Clinic, Fitness Center and Cafe. All benefits are subject to eligibility requirements. Physical requirements/Work Environment This position primarily works in an office environment. It requires frequent sitting, standing and walking. Daily use of a computer and other computing and digital devices is required. May stand for extended periods when facilitating meetings or walking in the facilities. The physical demands of the position described herein are essential functions of the job and employees must be able to successfully perform these tasks for extended periods. Reasonable accommodation may be made for those individuals with real or perceived disabilities to perform the essential functions of the job described. #LI-Onsite About Us For over thirty years, Masimo has been expanding the boundaries of noninvasive monitoring to improve patient outcomes and reduce the cost of care. Today, Masimo delivers a portfolio of hospital-trusted monitoring solutions to help increase patient safety, health, and wellness in the hospital and at home. When you join our team, you’ll be part of a culture that’s driven by passion, challenging the status quo, and making an impact in the lives of others. This employer participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: click here #J-18808-Ljbffr