Chief Finance Officer Jobs in Lemon Grove, CA

Essential Duties and Responsibilities: Team Builder: Hire, train, and mentor the Accounting and Risk and Compliance Departments. Conduct performance reviews, recommend salary adjustments, and guide staff to achieve their best. Strategic Partner: Be an active member of the Credit Union's Asset Liability Committee (ALCO). Visionary Planner: Play a key role in shaping our strategic and business plans. Use forward-thinking models and analyses to provide financial insights that drive our growth. Goal Setter: Establish yearly financial objectives that align with our growth plans. Financial Analyst: Oversee net worth and forecast analysis. Performance Evaluator: Analyze our financial performance, liquidity, cash flow, budget, and cost control. Budget Guru: Manage the annual budget. Prepare and present monthly financial reports, including profit and loss, forecast vs. budget, and cash flow. Policy Innovator: Regularly review policies and procedures, recommend changes, and develop new ones for better efficiency. Investment Liaison: Act as the main contact with investment houses, financial institutions, and government agencies. Explore new investment opportunities and provide recommendations. Tech Savvy: Supervise the creation of reports, software implementation, and tools for budgeting and forecasting. Communicator: Oversee the preparation and communication of financial statements. Accuracy Champion: Ensure the accuracy of all financial and statistical reports for the Board of Directors. Compliance Leader: Ensure compliance with all relevant laws and regulations. Audit Coordinator: Coordinate audit activities with internal and external auditors. Dynamic Contributor: Take on other exciting duties as assigned. Knowledge, Skills, and Abilities Required: Educational Background: Bachelor's degree in finance or accounting required. MBA is a plus. CPA strongly preferred. Experience: Minimum five years of CFO experience in the financial services industry. Analytical Skills: Excellent analytical, reasoning, and problem-solving skills. Financial Expertise: Significant experience with budgets, forecasting, analysis, asset/liability management, and investments. Organizational Skills: Strong ability to manage multiple projects with multiple deadlines. Leadership: Demonstrated leadership ability, confidence, and executive presence. Ability to motivate staff. Communication: Professional written and verbal communication skills. Collaboration: Excellent collaborative skills and the ability to build positive working relationships. Mission-Driven: Understanding of the Credit Union's mission and vision. Adherence to confidentiality, security, professional conduct, and dress code. Tech Proficiency: Proficiency with Microsoft Office Products and database programs. Job Type: Full Time Salary Range: $132,306.00 - $176,409.00/year s are not intended to be and should not be construed to be a complete list of all duties and responsibilities performed by incumbents, nor do they constitute an employment contract. Duties, responsibilities, and expectations may be added, deleted, or changed at any time at management's discretion. Further, job descriptions do not represent a complete list of all the performance expectations and characteristics of individuals required to perform a job adequately.

WHAT WE DO UPAC is a multicultural beacon of hope for all underserved communities in San Diego. With an annual operating budget of over $18M and a dedicated team fluent in over 30 languages, we deliver more than 18 programs across 10 office sites and more than 20 schools each year, serving nearly 6,000 individuals. Our comprehensive programs encompass mental health, addiction recovery, housing counseling, community engagement, business development, and cultural competency education. OUR HISTORY Since our founding over 50 years ago, our mission remains steadfast: to strengthen and empower diverse, underserved, and vulnerable communities in San Diego. Every day, our team works to unite people across cultures while empowering individuals and strengthening communities toward self-sufficiency. In 1974, Beverly Yip and six Asian and Pacific Islander (API) community leaders founded the Union of Pan Asian Communities (UPAC) to address the urgent need for cultural adjustment and language assistance programs in San Diego, breaking barriers to essential services for impoverished, elderly, and limited-English-speaking residents. UPAC has expanded its offerings to include culturally and linguistically tailored behavioral health services, supporting individuals from a variety of ethnic backgrounds and languages. We are extremely proud to serve community members from all over the world who have chosen to make San Diego their home. LEADERSHIP & CULTURE As a trusted service provider in San Diego, UPAC is guided by an engaged board of dedicated community leaders deeply committed to our mission. UPAC's culture of connection and cultural competency is at the heart of everything we do - honoring, respecting, and empowering the diverse communities we serve. COMPENSATION & BENEFITS Salary - $140,000 - $185,000 Employer paid Medical, dental, and vision coverage ROTH/403B with an employer match after 6 months of employment PTO: Accrue up to 160 hours of PTO, accrue 80 hours of sick leave, 14 paid holidays, 1 floating holiday Bereavement Leave (up to 3 days) LOCATION This is an in-person role based at UPAC's administrative office (1031 25th Street, San Diego, CA 92102). POSITION SUMMARY As a key member of UPAC's senior leadership team, the Chief Financial Officer will drive financial strategy and operational excellence while emphasizing the organization's commitment to serving all cultures across San Diego. Reporting to the CEO and working closely with the Board of Directors, they will oversee a $18M budget and will lead the finance and accounting functions. The CFO will play a vital role in strengthening financial sustainability by supporting the diversification of revenue streams, including UPAC's growing social enterprise-a $500K catering business with exciting expansion potential. Leading a dynamic team of 3 direct reports and a total staff of 209, they will collaborate with top executives across the sector and champion a culture of transparency, inclusion, and innovation. Strategic priorities for the first 12 months include: Partner with the CEO to develop a comprehensive business plan to expand and diversify UPAC's revenue streams. Lead the modernization and implementation of new accounting systems, as well as organizational policies and procedures. Oversee the organization's overall compliance requirements. Prepare for and oversee the organization's various financial and program audits. DUTIES & RESPONSIBILITIES Finance Manage cash flow to ensure adequate availability of funds. Oversee cash, investment, and asset management. Lead finance strategies, banking relationships, and related activities. Develop and utilize forward-looking financial analyses to inform operations and business plans. Accounting and Finance Functions Oversee the accounting department to ensure proper systems, internal controls, and financial procedures are maintained. Ensure timely and accurate financial reporting for federal and state funders, foundations, and the board, including monthly and annual statements. Manage accounts receivable transactions for UPAC's business ventures. Coordinate audits, tax returns, and ensure legal/regulatory compliance for all financial functions. Promote transparent communication between accounting staff, vendors, and clients. Strong accounting skills with practical and technical knowledge of nonprofit and fund accounting, nonprofit to GAAP conversion, and experience with federal government contract accounting standards (OMB) is a must. Strong knowledge of government contracts and grant accounting, especially related to the various social service agencies of the Federal, State, and County governments (for example the California Department of Social Services and county financial reporting requirements with grants). Leads UPAC's accounting, contract compliance, and vendor management (administration) work and ensures accurate and timely processing of accounting information and provides critical timely, accurate, and relevant financial reports to Association Office and business unit management staff. Maintains the integrity of the Association's general ledger and related accounting systems. Will have full charge of GL, AR, AP, and cash functions. This position will handle cash management, including wire transfer and check approvals, credit card merchant administration including user assignment, Payment Card Industry (PCI) compliance and monitoring rates. Planning, Policy, and Management Develop and monitor budgets while partnering with the board on financial plans and forecasts. Engage the finance committee to develop financial plans and projections. Liaise with financial partners, including banks, donors, foundation leaders, auditors, and public officials. Remain informed on nonprofit audit best practices and relevant state and federal laws. Supervise, coach, and mentor staff to foster departmental success and ensure they have the tools, training, and direction needed to be effective in their roles. Maintain open communication with staff, providing feedback and modeling respectful, collegial behavior. BACKGROUND PROFILE Committed to the UPAC's mission; leads with empathy, and an understanding of the challenges faced by diverse and underserved communities. Strategic and hands-on approach to finance, accounting, and operations; adept at analysis, business planning, and forecasting. Demonstrated experience with audit, legal compliance, and budget development. Ability to multi-task while maintaining vigilant attention to detail. BA/BS required, CPA/MBA desirable. Prior nonprofit experience preferred.

The Controller provides strategic and tactical support in accordance with the Company's growth objectives and long-term planning. Increase the value and profitability. Ensure the accuracy and integrity of the Company's financial reporting. Demonstrates behavior that is consistent with the company's values of Customer Satisfaction, Innovation, Family, and Social Responsibility. Essential Job Functions/Tasks: Ensures integrity of financial statements for Hunter Industries, Senninger Irrigation and Hunter L.P. Responsible for the distribution of timely and accurate financial statements and consolidation reporting, including quarterly and annual financial presentations. Responsible for the month-end close process; setting and communicating deadlines, maintaining schedules, and recording journal entries. Researches and Interprets GAAP, FASB and ETIF pronouncements ensuring the Company follows industry accounting practice. Assists in drafting memos to support our accounting position when needed. Assists with the management of the annual financial audit. Manages the Fixed Asset function and related depreciation for GAAP and Tax, ensuring compliance with our policies and procedures. Manages the Accounts Payable and General Accounting functions, ensuring compliance with our policies and procedures as well as laws and regulations. Oversees the maintenance of the organization's chart of accounts. Ensure transactions are properly recorded because of the system's automatic accounting instructions. Partners with various business units to assist them with an understanding of their control procedures. Monitors and analyzes department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy. Reviews and updates standard process narratives annually as a requirement for the annual audit or internal control reviews. Drives automation and best practices within the accounting function, including the implementation of new accounting software and tools. Supports reporting software changes and upgrades Responsible for the hiring, training, performance management, and other personnel related activities. Leads, coaches and sets professional goals for the staff to align with the business needs. Communicates effectively and leads others through change and new strategic initiatives. Assists with strategic initiatives and lead special projects Analyzes historical results and performance to budgets or forecasts. Summarize and interpret current results of operations in an organized and meaningful manner. Develops, tracks and reports on key performance indicators and profitability analysis. Develops ad hoc analysis and reports to support new processes, policies, and initiatives for management decision-making. Assists with improving the type of reporting that adds value to the organization. Provides financial support, as requested, to other functional departments/groups within the organization. Education/Training Required and Preferred: Bachelor's degree in Accounting or an equivalent field of study. CPA or MBA preferred. Experience Required and Preferred: Minimum of 10 years in accounting to include a minimum of 5 years of supervising experience. Manufacturing or Big 4 experience, capacity planning and acquisitions experience preferred. What You Bring: Must have extensive knowledge of GAAP. Experience in financial reporting, planning, modeling, and metrics. Proficiency in the use of computers required with strong knowledge of computerized spreadsheets. Excellent written and verbal English communication skills. Must be detail oriented and able to prioritize multiple tasks. Must be detail-oriented and have excellent analytical and organizational skills. Requires ability to work under minimal supervision, to self-initiate activities, and to work within time lines Must have effective interpersonal skills to coordinate efforts and work with other departments. Must be flexible and able to adapt to changing organizational needs. Must be willing to travel to Mexico. What We Offer: Amazing corporate culture - we walk the walk when it comes to our values! Beautiful 20 acre park like campus with creek and walking trails On site wellness center with personal training, fitness classes and massage FUN company events! Company Donation Matching and Volunteer Rewards Career Development opportunities and profit sharing bonus Follow us on LinkedIn, check out our rave reviews on Glassdoor, and learn more about our company culture on our career site: ********************************************* Hunter is a global leader in the irrigation, outdoor lighting, dispensing technology, and custom manufacturing industries. Driving our continued success is the combined energy and talents of the nearly 4,000 people on our team. Together, we create a diverse array of products that can be seen all over the world, from residential landscapes to national landmarks, stadiums, parks, hotels, and municipal buildings. Hunter Industries and its Family of Companies is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, disability, gender, gender identity or expression, military and veteran status, national origin, race, religion, sexual orientation, or any other applicable legally protected status or characteristic. The salary for this opportunity ranges from $118,580 to $184,660 The Company complies with all federal/local/state regulations in regard to pay. The above represents the expected salary range for this job requisition. Compensation offered to the successful candidate will be determined by qualifications, prior experience, other job-related factors, and geographic location.

Description - The Director of FP holds a seat on our Leadership Team and oversees our client's financial plans, generating plan recommendations, and forecasting new business opportunities from financial plans. This role is responsible for the last five of six steps in the CFP Board's Financial Planning Process. This individual interacts with clients daily to gather information, analyze information, develop recommendations, and monitor the financial plans for our clients. We are looking for someone that is highly organized, able to learn quickly and proficiently, communicates well, and can work both independently and on a team. This person will develop processes for the Financial Planning department and oversee our plan builders in the construction of all of our financial plans. JOB DUTIES RESPONSIBILITIES Develop comprehensive financial plans in the areas of retirement planning, legacy planning, cash flow and debt management, investment strategies, tax planning, and estate and business planning. Create detailed action plans for clients to be able to follow to reach their financial goals. Participates in and conducts client meetings. Use eMoney financial planning software to enter client data, calculate solutions, and creatively explore options to implement comprehensive solutions under strict time constraints (Deliver anywhere between 5 to 7 comprehensive plans per week). Communicate with clients via email or phone call to obtain missing financial data or clarify the input given. Track the financial planning process from initial consult to delivery. Forecast future planning fees and the new business opportunities from upcoming plans Oversee, lead, and train other employees within the Financial Planning department Ability to manage a team of plan builders, multiple projects, and tasks simultaneously. Knowledge, Skills, and Abilities: Bachelor's degree or equivalent work experience required. Proficient in eMoney financial planning software (Required) FINRA Series 7 & 66 Licensed, CA Insurance License (Preferred) Certified Financial Planner (CFP) designation (Required) 5+ years of experience in the Financial Services Industry Strong understanding of financial terms and concepts Familiar with web applications and working knowledge of MS Office suite. Highly organized, able to learn quickly, problem-solving skills, and proficient communicator. Able to work both independently and manage a team. Strong attention to detail, highly organized, ability to multi-task in a fast-paced environment with strong written and verbal communication Strong independent judgment and decision-making skills, confidently making recommendations based on our financial planning process. About us - We are a boutique Comprehensive Financial Planning Firm associated with MassMutual located in San Diego, CA. Our team is cohesive, collegial, fast-paced, and professional. Together, we provide our clients with exceptional service as we deliver Comprehensive Financial Plans and assist our clients with their financial goals. Guided by our Clients-First philosophy, we cater to those interested in guidance throughout all of life's stages. Our clients can expect tailored advice and a structured Financial Planning process to help deliver comprehensive and coordinated financial solutions. We offer - We offer a base salary, bonus potential, matched 401(k), health benefits, vacation, and holiday paid time off, and a supportive work environment. This is your chance to play a key role in the continued success of our growing organization while exploring your career in the financial industry. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Hours are M-F, 8:00 - 5:00 pm but can accommodate an earlier or later start time. This position's salary is based on experience & and past leadership positions. Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Our San Diego manufacturing client is seeking a flexible, and patient Director of FP&A to help establish and refine the FP&A function at the corporate level. This is an opportunity to shape the function from the ground up, working across four different business units (soon transitioning to NetSuite). The ideal candidate will bring structure and guidance to a team that's juggling multiple priorities and help set up effective FP&A processes for the long term. Salary: Up to $190k base with a bit of flex for the right candidate + 25% bonus, 401k with match and full range of benefits Please note this range is an estimate and actual pay may vary based on qualifications and experience. Location: This is an onsite position in Central San Diego. What You'll Do: Standardize FP&A Tools & Processes: Establish and implement consistent tools and processes for all four business units, ensuring smooth budgeting and forecasting cycles. Drive Budgeting & Forecasting: Take ownership of the budgeting and quarterly forecasting processes, providing guidance and structure to ensure timely and accurate financial planning. Board Presentations: Oversee the creation of board-level presentations, elevating the current Excel-based slides into polished, professional decks for senior leadership. Cash Flow Analysis: Lead cash flow reporting, working closely with teams to improve and automate reports, especially as we transition to NetSuite. Planning & Coordination: Take a proactive, organized approach to financial planning, ensuring regular meetings with functional heads to align on financial goals and strategies. You'll anticipate needs and drive processes without needing constant direction. Support the CFO: Help remove the CFO from day-to-day FP&A tasks, ensuring a strategic approach to financial management and decision-making. Onsite Role: This position is expected to be onsite, with no remote or flexible work schedule, as corporate-level roles require a physical presence. Responsibilities: Financial Planning & Reporting: Continuously improve reporting mechanisms, track financial performance, and develop and refine financial plans and budgets. Identify variances and trends to improve FP&A processes. Cross-Functional Collaboration: Build strong working relationships across finance and other business units, ensuring alignment and gathering relevant financial information for strategic planning. Financial Modeling & Forecasting: Lead financial modeling efforts to create accurate short and long-term forecasts, providing clear and actionable insights to senior leadership. BI & Dashboard Reporting: Support the implementation of business intelligence tools and dashboard reports, enhancing visibility and decision-making across the organization. Financial Systems Improvement: Implement and optimize financial systems (NetSuite) to drive efficiency and accuracy in reporting and analysis. Strategic Advisory: Advise leadership on the financial implications of key business activities and strategies, offering data-driven recommendations for growth and cost-saving initiatives. Qualifications: Strong Organizational Skills: Exceptional attention to detail with the ability to manage multiple priorities effectively. Finance & Accounting Expertise: Solid background in finance and accounting, ideally within a manufacturing environment. NetSuite Experience: Preferred experience with NetSuite or similar ERP systems. Analytical Mindset: Strong ability to analyze complex data, extract insights, and make actionable recommendations. Problem-Solving Ability: Critical thinking skills to address challenges and drive effective decision-making. Clear Communication: Ability to communicate complex data insights clearly to both technical and non-technical stakeholders. Collaboration: Strong interpersonal skills, with a proven ability to collaborate with cross-functional teams. Proactive and Ownership-Oriented: Self-starter with a hands-on approach to driving improvements and meeting business needs. This is an exciting opportunity for someone who is ready to take charge of an evolving FP&A function and make a significant impact on the company's financial strategy. If you're a results-driven professional with the right blend of patience, flexibility, and leadership, we want to hear from you! About Sayva: Sayva Solutions is an accounting, finance, technology, and human resources professional services firm whose focus is on long term relationships created through teamwork and doing what is in the best interest of others. By working with Sayva to identify your next career move, you will get the benefit of working with an experienced team who not only has a strong network of trusted clients, but expertise in the markets, and functions, we serve. We can provide insight on what your market value is, what companies have to offer, and what opportunities align best with your professional and personal goals. We are your trusted advisor throughout your search process and can help ensure you are prepared for interviews, have the information to make the best decisions, and receive a strong offer to land you that perfect job. Making a career move is not easy and can be stressful; Sayva can be your partner in making the process smooth, transparent, and rewarding.

About Us: Reproductive Partners San Diego is a leading Southern California Fertility clinic, internationally and nationally recognized for our success in IVF - in vitro fertilization, egg freezing, and other fertility treatments for our patients. Job Summary: The Financial Director is a key leadership role responsible for overseeing all aspects of Revenue Cycle Management (RCM) and financial operations within the organization. This individual will ensure the efficiency and financial health of the practice by managing insurance benefits verifications, authorizations, financial counseling, billing operations, accounting, banking, group purchasing, and financing. The Financial Director will report directly to the Executive Director and the Owners of the practice, providing strategic financial guidance and ensuring compliance with industry regulations and best practices. Your responsibilities will include, but are not limited to: Key Responsibilities: Revenue Cycle Management (RCM): · Develop and implement policies and standard operating procedures to bring efficiency to all areas of RCM. · Oversee and optimize all areas of the revenue cycle, including insurance benefits verification, authorizations, claims submissions, and collections. · Manage financial counseling to assist patients with payment plans and financial assistance options estimates. · Supervise the central business office, ensuring accurate and timely billing and coding compliance. · Monitor and improve denial management processes to minimize revenue loss. · Establish a relation with insurance payers, renegotiate contracts as needed, resolve payer disputes, and ensure that contracting. · Ensure compliance with payer contracts, state and federal regulations, and best practices in medical billing. · Manage the Practice Management/EMR system to ensure that system settings like insurance payers, fee scheduled, procedure codes, payer contracts, etc. are updated regularly. Financial Operations & Accounting: · Manage the practice's accounting functions, including general ledger, accounts payable/receivable, and payroll. · Oversee banking operations, including cash flow management and reconciliation of financial transactions. · Develop and implement financial policies, procedures, and internal controls to safeguard assets. · Prepare financial reports, forecasts, and budgets for executive leadership. · Ensure timely completion of tax filings, audits, and other regulatory financial obligations. Purchasing & Financing: · Oversee group purchasing strategies to optimize cost savings and vendor relationships. · Identify and evaluate financing opportunities, including loans, investments, and grants, to support business growth. · Negotiate contracts with vendors, service providers, and financial institutions to secure favorable terms. Leadership & Compliance: · Lead and mentor financial and billing teams, ensuring high performance and professional development. · Ensure compliance with HIPAA, CMS, and other healthcare finance regulations. · Collaborate with clinical and administrative leadership to support financial decision-making. · Monitor industry trends and legislative changes affecting revenue cycle and financial operations. Other Duties as Assigned: · Other duties as assigned by the executive director or owners. Required Skills/Abilities: · Strong analytical and problem-solving skills. · Excellent leadership, communication, and negotiation abilities. · Deep knowledge of medical billing, coding, insurance reimbursement, and healthcare compliance. Qualifications: Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field (Master's preferred). Experience: Minimum of 5-7 years of experience in healthcare finance, revenue cycle management, or a similar leadership role. Technical Skills: Proficiency in RCM software, EHR systems, QuickBooks, and financial reporting tools. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Must be able to access and navigate each department at the organization's facilities. Benefits: · Competitive salary. · Health, dental, and vision insurance options. · Retirement savings plan. · Paid time off and holidays. · Opportunities for professional development and growth. · A friendly and supportive work environment. To perform the job successfully, an individual should demonstrate the following competencies: Customer Service - Displays courtesy and sensitivity; Manage difficult or emotional patient situations; Respond promptly to patient needs; Meet commitments. Dependability - Commit to doing the best job possible; Follow instructions, respond to management direction; Keeps commitments; Meets attendance and punctuality guidelines; Responds to requests for service and assistance; Take responsibility for own actions. Job Knowledge - Competency in required job skills and knowledge; Displays understanding of how job relates to others; Exhibit ability to learn and apply new skills; Require minimal supervision; Uses resources effectively. Teamwork - Balance team and individual responsibilities; Exhibit objectivity and openness to others' views; Give and welcome feedback; Contribute to building a positive team spirit; Put success of team above own interests; Gives and welcomes feedback. The above job description is not intended to be an all-inclusive list of duties and standards of the position. Employees will follow any other instructions, and perform any other related duties, as assigned by their manager. RPSD is an equal opportunity employer and welcomes applicants from all backgrounds to apply.

WHAT WE DO The lack of affordable housing poses a major threat to our region's quality of life. In partnership with the County of San Diego and other key funders, San Diego Foundation (SDF) launched the San Diego Housing Fund (SDHF) in 2023, an exciting new initiative tackling the housing affordability crisis in San Diego County. Functioning as both a privately owned real estate and investment firm, and a newly formed subsidiary of SDF, SDHF is leading a county-wide affordable housing development strategy. Its mission: to collaborate with public, private, and philanthropic investors and partners to accelerate the production and preservation of housing that meets the following pillars: 1) community-focused, 2) equitable, 3) sustainable and 4) supports good jobs for working families, particularly in the civic sectors (public safety, education, healthcare, arts etc.). SDHF's efforts are focused on building the right kind of housing, in the right places, and doing so with modern design characteristics, construction cost controls, energy efficiency, and environmental requirements. SDHF is off to an incredibly fast start, supporting the creation of 10,000 units of new housing by 2034, with 6 projects currently in the pipeline and many more to follow. LEADERSHIP & CULTURE The Board of Governors leads San Diego Foundation in partnership with President and CEO Mark Stuart. The board features 21 diverse professionals who are passionate about San Diego and identifying opportunities to realize our community's potential. A career nonprofit professional, Mark brings nearly 30 years of experience in the fields of fundraising, community-building, and leadership. Since joining the organization in 2019, Mark has overseen incredible growth at SDF, focusing on a culture of inclusivity, transparency, and innovation. This includes funding and launching groundbreaking new initiatives such as SDF's Black Community Investment Fund, the COVID Small Business Relief Fund, and the San Diego Housing Fund. Under his leadership, SDF announced its $20M commitment to seed the SDHF, the largest discretionary grant in SDF's 47-year history. San Diego Foundation CFO, Jim Howell, to whom this position reports, has been a key member of the SDF management committee, serving as the Managing Partner since its formation. A Chartered Financial Analyst (CFA), Jim brings over 30 years of finance, investment and real estate experience to SDHF. Prior to joining the Foundation in 2015, he served in senior investment and finance positions for leading organizations, such as The Scripps Research Institute and UPS. In this highly collaborative role, the Managing Director will work closely with Mark, Jim, and SDF's Chief Innovation Officer, Susan Guinn, to raise additional capital and develop partnerships to scale this exciting new initiative. The full SDHF advisory board is comprised of experienced real estate and community leaders including Steve Cushman, Marc Brutten, Hal Dunning, Andy Ballester, and Pamela Gray Payton, along with the three SDHF management committee members: Mark Stuart, Susan Guinn, and Jim Howell. COMPENSATION & BENEFITS Salary - $325,000 - $375,000 DOE/Neg. 100% Employer paid medical, vision, dental, life, AD&D, and long-term disability premiums; 75% Employer-paid premiums for all dependents on your benefits 403B Retirement plan match up to 4% + Annual discretionary contribution Earned Incentive Program 3 weeks of paid time off and 1 additional week off with pay in July for all staff 13 paid holidays and 2 paid volunteer days off each year Extended Health Care Time accruing at 2.77 hours per pay period to a cap of 480 hours: use for sick time, family care, and parental leave baby bonding $100 monthly cell and internet reimbursement $75 quarterly gym reimbursement Donor Advised Fund contribution with no minimum and $600 annual match from the Foundation to a nonprofit of your choice Annual service award $100 donation to a nonprofit of your choice Flexible 9/80 Alternative workweek schedule, with every other Friday off 4-week sabbatical for every 5 years of service LOCATION This is a hybrid role, with an office located at the San Diego Foundation - 2508 Historic Decatur Rd #200, San Diego, CA 92106. POSITION SUMMARY Reporting to the SDF CFO and SDHF management committee, the Managing Director will oversee strategic planning, project management, and financial oversight for ground-up development projects, while maintaining the highest standards of excellence in terms of asset quality. They will have overall responsibility for all SDHF's operations from site identification, design, and diligence, through to funding, construction, and ultimate transition to asset management partners. At the strategic level, these activities comprise SDHF's three primary operating segments: Land acquisitions and entitlement. Asset management (JV partner relations and project oversight). Capital formation, investor relations, and finance and administration. Certain operating segments such as back-office functions are provided by San Diego Foundation, while others are managed by highly experienced, reputable, and local operating partners (developers). The SDHF Managing Director is a highly visible and collaborative role, therefore, it is paramount that they have strong leadership and problem-solving capabilities to improve and expedite the development process, while maintaining budgets, schedules, and quality expectations. First-Year Priorities Include: Assist in raising between $50M and $75M in new capital annually. Create 1,000 housing units each year. Hire and onboard a director to support SDHF initiatives. DUTIES & RESPONSIBILITIES Leadership & Operations: Continue to refine and execute SDHF's long-term strategy and vision for the company that leads to the enhancement of unit-holder value. Develop and maintain close working relationships with municipal, corporate, and other investment partners, as well as community representatives, for strategy input and impact assessment. Achieve the company's financial and operating goals and objectives. Lead capital raising sourced from corporate, banking, and philanthropic relationships. Ensure that the company has an effective management team and a plan for management development and succession. Provide leadership and direction for SDHF team members. Promote a positive and ethical work climate that is conducive to attracting, retaining, and motivating top-quality employees at all levels. Oversee the financial reporting process to ensure timely disclosures and proper internal controls. Serve as chief spokesperson for the company, subject to the direction of the management committee. Real Estate: Lead site identification and development planning initiatives, including relationships with individual operating partners for each project. Secure approvals during the entitlement phase of the development process; maintain positive relationships with jurisdictions and planning commissions. Adhere to strict specifications and cost management discipline during the design development phase. Coordinate bids, negotiations, and construction contract processes. Oversee creation and management of budgets; effectively manage/resolve any deviations. Facilitate a smooth transition from construction to marketing and leasing for each project. Monitor projected vs. actual operating costs, ensuring any anticipated deviations are highlighted, addressed, and communicated to the proper parties. Maximize the long-term asset value through arrangements for expert property management and maintenance. Ensure compliance with current code, as well as health and safety laws and internal requirements. BACKGROUND PROFILE Demonstrated experience in acquisitions, entitlement, development, project management, real estate, and/or construction. Excellent communication and collaboration skills, particularly with senior leadership and Boards. Superb public speaking skills and demonstrated ability to connect with investors, philanthropists, and key stakeholders. Skillful and experienced in strategic planning, resource allocation, and project management. Analytical skills with the ability to foresee issues, develop constructive solutions, and provide decisive recommendations. Ability to work independently and react quickly in a demanding, fast-paced environment. Capable of managing multiple projects simultaneously, balancing priorities and deadlines. An effective leader who motivates and directs people through positive, impactful action. Connectivity to San Diego; experience working within and across the region, with a deep understanding of the local history and affordable housing environment Strong reputation as a builder of both relationships and communities. This is an excellent opportunity for an extremely organized, dynamic, and relational leader who is an excellent communicator and will function well in a fast-paced, vibrant environment to lead and execute a civic housing strategy across San Diego County.

Voy is partnering with a San Diego-based private equity firm that is looking for a Vice President to join it's investments team and play a key role in deal execution, diligence and portfolio management / value creation. This is a great opportunity to step into a high-impact leadership role at a firm that is actively scaling and preparing for it's next fund raise (which will almost double their AUM). **Senior Associates looking to step up or VPs looking to lateral are encouraged to apply** Why Join? Lead Transactions - Own the due diligence, structuring, and execution of majority buyouts in reccession-resistent service industries Career Progression - ~3 year promotion timeline to Principal . Real Portfolio Impact - Work closely with company leadership post-close, overseeing financial reporting, hiring executives, and driving operational efficiencies. Strong Deal Flow & Growth - The firm is raising its third fund and looking to expand its investment team to keep pace with new opportunities (side note, we are also recruiting Associates and Senior Associates) Tight-Knit, High-Ownership Team - Work directly with senior leadership in a lean, entrepreneurial environment. ACtive and Collabartive Culture Responsabilities: Quarterback the deal process, overseeing diligence, legal structuring, and transaction execution. Manage financial modeling reviews, ensuring accurate projections and analysis. Act as the go-to person for portfolio companies, partnering with CFOs and CEOs to improve financial reporting, hiring, and strategic decision-making. Mentor, manage and recruit future Associates, ensuring high-quality analysis and execution. Support fundraising and investment strategy development as the firm scales. Requirements: 2 years investment banking + 4 to 6 years in private equity Buyout experience preferred-must be comfortable with deal structuring, financial diligence, and legal documentation. Deal experience in service-oriented businesses preferred Operational Mindset - comfortable working with portfolio companies post-close on financial reporting, hiring and strategic planning Experience managing deal teams, diligence providers, and junior investment professionals. Ties to San Diego or genuine interest in relocating-this is a full-time, in-office role. This is an exciting opportunity to step into a leadership role at a firm that is growing rapidly and investing in high-quality businesses. If you're looking for a high-ownership role with direct exposure to senior leadership, real portfolio impact, and a fast path to Principal, let's connect. Apply now or reach out to ******************* for more details.

Insight Global's top financial client is looking to hire a VP of Branch Leader for their Campbell location. This person will be expected to to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. Skillsets: -Must have at least 5 years of financial sales experience -3 years of management experience (coaching/supporting advisors) -Must hold a valid 9/10, 7, and 66 License that is not expiring within 90 days

About the Company Cristo Rey San Diego High School is one of 40 members of the Cristo Rey Network, a successful national network recognized for transforming Catholic education through a unique integration of rigorous academics and professional work experience to and through college for students of limited economic means. Rigorous Academics: With an extended school day and year, Cristo Rey HS delivers a career focused, college preparatory education that includes academic and social-emotional supports. Professional Work Experience: Students earn their private education through a work study program that uniquely integrates into the curricula one day a week of work experience in professional offices and labs. Partner companies rate students at 96% meeting or exceeding expectations in the workplace. To and Through College: By partnering with companies and providing college and career classes and counseling, Cristo Rey HS enables students to fulfill their aspirations for a lifetime of achievement. Graduates of Cristo Rey HS own a 97% acceptance rate to four-year universities. Corporate Work Study Program ("Work Study") Work Study is a unique feature of the Cristo Rey model. It is a subsidiary employment agency which trains students for entry-level white collar employment, and then markets their services to companies, enabling all students to earn 40% to 60% of the cost of their education through a job-sharing partnership with their classmates to cover full-time, Monday through Friday work positions. Cristo Rey HS students provide valued service to some of the most prestigious companies throughout the county, where they will also find mentors, develop social and work skills, and forge the networks fundamental to their future success. Work study participation is a critical component of every Cristo Rey student's education, as it bridges students' corporate and curricular classroom experiences. Our Mission To educate young people of limited economic means to become men and women of faith, purpose, and service and prepared for life. In the finest tradition of Catholic outreach, we welcome students of all denominations. Students graduate prepared for college and service to their communities. Job Description The Vice President of the Corporate Work Study Program will lead all aspects of the program and will have primary responsibility for team leadership, department strategic planning, program oversight, marketing, job sales, and executing all related activities. This includes oversight of the sales cycle, such as lead generation to cultivate new relationships, stewarding of current work partners to ensure high job retention, and to secure meaningful employment for all students. As the most important factor for retaining and growing these relationships is the students' exceptional job performance, the Vice President is integrally involved in, and ultimately accountable for, the staff's execution of day-to-day operations and promoting the continuous improvement of its program to meet the evolving employment needs of its partners and commensurate educational needs of its students. The VP will collaborate closely with Cristo Rey HS's Leadership Team on a wide variety of organizational decisions and will report directly to the school's President. Role Overview This is a unique opportunity to use your leadership skills in sales and operations to make a major impact in the community. As the VP of the Corporate Work Study Program, you will: Initiate and execute strategies to secure meaningful employment for our students. Build and lead a team to support our students and their corporate work study partners. Work alongside a leadership team dedicated to the success of Cristo Rey San Diego. Performance Objectives & Measures Secure and maintain jobs for 95% of enrolled students for the entire school year. Achieve a minimum of 90% paid jobs at the prevailing market rate for entry level positions. Achieve a minimum of 90% retention rate for existing jobs. Ensure 95% of students meet or exceed expectations on the job. Develop strategies and tactical plans to secure / maintain jobs for the students at the projected full capacity enrollment of 500 students eventually. Essential Responsibilities Meeting annual Work Study employment benchmarks and revenue goals. Working with the school's controller to maintain the Work Study budget. Cultivating a customer relationship management approach to lead generation and service activities that achieve performance metrics. Serving as leader on the Work Study Board, a liaison to the school's Board of Directors, and leads the Jobs Committee in collaboration with the school's President and Work Study Committee Chair. Managing the sales cycle to attract new clients as well as retain and grow existing client partnerships. Engaging in best practices of client management, student support, and team professional development. Creating a professional framework that emphasizes workplace skill development (technical and noncognitive) to ensure student employability and success at work. Collaborating with school advancement and communications personnel to coordinate a strategy for the program that maintains a high level of brand awareness and explores collaborative opportunities. Collaborating with admissions personnel to promote and communicate for the program to prospective students and families, and conduct non-academic based assessments regarding students' employability. Collaborating with the Principal and school faculty to deepen curricular connections between what students learn in the classroom and in the workplace, improving performance in both settings. Leading the planning and execution of Work Study pre-matriculation training for incoming students. Maintaining compliance with all legal, safety, and employment requirements (Federal, State, and local) for the work study program and employment agreements with clients. Inspiring, leading, and managing the Work Study staff. Engaging with the Cristo Rey Network, including participation at Work Study trainings and gatherings, such as the Annual Meeting and routine and periodic requests for program-specific data. Qualifications & Skills Executive Leadership Presence Unquestionable integrity and ethical behavior that creates trust among the school's stakeholders. Results-oriented with a sense of urgency to exceed goals & objectives. Provides proactive leadership of key initiatives. Advanced skills in leading, managing, engaging, and mentoring staff members and students. Ability to develop and inspire a high performance CWSP team and be able to work within a school culture. Ability to establish goals, objectives, and action steps for self and the team. Sales Orientation Proven relationship manager with three or more years track record in lead generation and closing sales. Possess outstanding communication (written, verbal) and listening skills. Data driven and adheres to record keeping best practices in client recruitment and retention. Confident, enthusiastic

Career Basics Industry Type: Manufacturer Beverages: SuperFood Beverages, Wellness Shots, Functional Beverages Employment Type: Full-Time Reports to: Vice President, Finance and Administration # of Direct Reports: 0 For this position, the candidate must reside in Southern California and be seeking a full-time position with onsite availability. Position Summary The Senior Financial Analyst will be responsible for supporting the brand as a strategic business partner and supporting our cross functional teams in driving informed decision making. This individual will continuously assess all aspects of our financial performance, support the development of our long range financial model, and engage with our Sales team in the assessment of our selling activities. This role will be reporting to the VP of Finance and Administration. Career Responsibilities • Conduct in-depth financial analysis, including forecasting, budgeting, and variance analysis to support strategic decision-making. • Build, develop, and maintain a trade-spend management tool that supports national, regional, and foodservice customers. • Assist in annual budget preparation and regularly monitor budget adherence, identifying areas for cost optimization. • Develop financial models and forecasts to predict future financial performance and support business decisions. • Develop and maintain key performance indicators (KPIs) to assess the company's financial health and performance. • Analyze market trends, industry benchmarks, and competitive landscape to provide recommendations for strategic financial planning. • Identify financial risks and recommend strategies for risk mitigation to safeguard the company's financial stability. • Prepare and present clear and concise financial reports to senior management, offering insights into financial trends and opportunities for improvement. • Collaborate with cross-functional teams to gather insights, support decision-making, and drive financial best practices across the organization. • New product feasibility and business case development: Work with a broad cross-functional team to translate assumptions into sound financials. • Assist with adhoc requests & projects that may include but not limited to: streamline or automate processes, reduce business or process complexities, evaluate new product platform / distribution channel / customer strategies, and perform advanced excel modeling, etc. Career Requirements/What we ask of you: • Skilled in complex data analysis and decision support. • Expertise in budgeting and accurate forecasting. • Advanced proficiency in financial modeling and analysis required. • Proficient in risk identification and mitigation. • Experience with NetSuite or other large ERP systems. • Excellent verbal and written communication skills; comfortable communicating with executive level; ability to distill complex financial topics into executive-level insights / presentations. • Prior experience in consumer package goods is required. • Must reside in Southern California. What we offer you: $85,000 - $110,000 annually based on experience Employee Equity Incentive Plan Performance-based bonuses Health Insurance programs with industry leading contributions towards your premium Referral Programs and free access to our functional beverages and supplements to enjoy while at work or home 80 hours of paid time off, two floating holidays and eight paid company holidays. Sol-ti Values We each have an inner light. At Sol-ti, we encourage you to Let Yourself Shine while also encouraging others to shine their brightest. We are committed to helping individuals shine through Liquids of Vitality while also preserving the planet with the use of sustainable glass packaging. Create the Best Product: Best in Glass Did you know that most of the other beverages on the market use petroleum based single-use plastic packaging? Not only is this harmful to our oceans and landfills, it is also not sustainable. From the start, we have been committed to bottling in glass for purity, people, and the planet. Our unique UV Light Filtration process uses light rays to preserve our liquid without pasteurizing it - eliminating spoilers without pasteurizing it - so you can enjoy organic, Glass Bottled, Living Beverages.

We are seeking a highly motivated and detail-oriented Senior or Junior Financial Analyst-Real Estate to support our Retail Investment Sales team. The ideal candidate will play a key role in analyzing financial data, preparing investment packages, and providing actionable insights to drive successful retail investment transactions. This position requires a strong analytical mindset, excellent communication skills, proficiency in relevant software tools, and experience in retail investment underwriting. This position will have the opportunity of working in Corona Del Mar or San Diego office. Job Duties and Responsibilities: Provide a high level of support to multiple real estate professionals (Agents). Ability to prioritize various projects and meet deadlines daily among several Agents. A thorough understanding of retail investments sales including, financial underwriting, market economics and industry terms (i.e. cap rate, irr, cagr, pro forma, debt service). Independently analyse and underwrite retail real estate assets nationwide. Evaluating potential acquisition opportunities and assessing associated risks. Create detailed financial models using Argus and Excel software for financial analysis of retail investment properties to be included in Offering Memorandums and Broker's Opinion of Value, i.e., Rent Roll, Income and Expense and Pricing Analysis. Conductresearch including ownership title, sales and lease comparables, development and market competition. Maintain an existing CRM database of existing and prospective clients, properties, and deals. Prepare marketing materials, packages, proposals and presentations Support Agents in performing due diligence including collection and review of relevant documents; rent roll, lease documents, operating statements, CAM Reconciliations, ledgers, aged receivables, tax bills, title reports, environmental reports, property agreements, architectural plans, and financing documents. Ability to field phone calls including Seller, Buyer and Agent follow up and communication. Collaborate with Agents and clients, to provide data-driven recommendations. Stay current with industry trends, regulations, and best practices related to retail investment properties. Candidate Qualifications: Hard Skills: Advanced proficiency in Microsoft Office (Outlook, Word, Excel, Powerpoint) Well versed in Excel formula creation and manipulation for use in financial modeling and data analysis. Comfortable building rent rolls, lease abstracting, CAM reimbursements, 10-year cash flows, and equity waterfalls. Experienced in Argus Enterprise. Working knowledge and experience of CRE relevant research applications (Costar, Crexi, etc.) Familiarity with CRM platforms and reporting tools. Strong understanding of real estate finance, capital markets, and retail property operations. Ability to analyze and interpret complex agreements including lease, development, operational, and legal. Soft Skills: Excellent verbal and written communication skills for creating clear and persuasive presentations. Strong organizational and time-management abilities to meet tight deadlines. Exceptional attention to detail and accuracy in all work products. Problem-solving mindset with the ability to synthesize data into actionable insights. Collaborative team player with a proactive attitude and ability to work independently when needed. Track record of working on multiple projects simultaneously in a fast-paced environment. Discrete concerning confidential or sensitive information. Software Requirements: Microsoft Office Suite (Excel, Word, PowerPoint, Outlook). Argus Enterprise. CoStar, Crexi, and similar real estate data platforms. CRM systems (e.g., Salesforce, HubSpot) for managing client and transaction data. Education/Experience: Bachelor's degree with emphasis in real estate and finance. Minimum of 4 years relevant experience in the commercial real estate industry and retail investment sales. Additional Requirements: Full-time, in-office role. Position subject to background and employment history checks. Local candidates only; no relocation reimbursement available. Testing in Lease Abstracting, Argus, and Excel Pricing Analysis required prior to hiring. California Real Estate Sales License (preferred). Position Includes: Full-time, exempt employment. Paid time off, holidays, and sick time. Medical and dental benefits. 401K. Salary Range: Range Posted is based on role, work experience and hard skills About Hanley Investment Group Hanley Investment Group has a team of specialized retail investment brokers that advise clients on the sale of single-tenant, multi-tenant, and anchored shopping centers as well as mixed-use and urban retail properties nationwide. Our team has redefined the experience of selling retail investment properties. Our relentless commitment to exceptional service and creative thinking is the reason we have completed more than $11+ billion in retail transactions. Our expertise, performance, and unwavering dedication to putting our client needs first continues to set us apart in the industry.

Who We Are Avenzo Therapeutics, Inc. (“Avenzo”) is an early-stage biotechnology company focused on developing the next generation of oncology therapies for patients. The company was co-founded in 2022 by Drs. Athena Countouriotis and Mohammad Hirmand (former CEO and CMO of Turning Point Therapeutics, respectively). With a proven track record in building and scaling biotech companies, our experienced management team is passionate about and committed to building a pipeline of potential best-in-class targeted oncology programs. The company is headquartered in San Diego, California. Position Summary Reporting to the Senior Vice President, Global Product Strategy, the Vice President, Antibody Drug Conjugate (ADC) Chemistry, Manufacturing, and Controls (CMC) will drive CMC outsourcing strategy and supporting technical oversight of Contract Development and Manufacturing Organization (CDMO) partners to develop, scale up and manufacture clinical trial products for the Antibody and Antibody drug conjugate. This individual will lead the strategy and operations of our ADC programs throughout the product development lifecycle. Manage the clinical supply chain for Avenzo by collaborating closely with Avenzo's drug development Partners, manufacturing organizations, associated laboratories, and logistical support companies. This individual will be a key member of global product teams, and will work closely with various functions such as clinical operations, project management, quality, regulatory, and finance and oversee all aspects of CMC, including process development, analytical development, manufacturing, and regulatory submissions. The incumbent will have a proven track record of contribution to the ADC clinical pipeline from early phase development through registration and commercialization. They will have complete accountability for the multiple pipeline ADC projects, development of relevant science and technology, people management and organizational development, and implementation of functional strategies. They will ensure that the function's deliverables are completed within established timelines, budgets, resource allocation and in accordance with regulatory, quality, and safety requirements. Essential Job Functions and Responsibilities Oversee process development and manufacturing activities at external partners Ensure that CDMO partners are adhering to quality and regulatory standards, product safety consistency, and compliance in the development of clinical materials Primary conduit between Avenzo and CDMO project management and technical teams on strategic and operational matters related to developing and manufacturing clinical supply materials Oversee and support by evaluating and ensuring integration of technical process development/CMC efforts into product plans and timelines Provide technical expertise, problem solving and appropriate escalation on CMC matters including but not limited to, analytical development, process development, formulation development, data interpretation, shelf-life determination, quality control and quality assurance Ensure the seamless transfer of technical information and supporting documents into Avenzo's regulatory submissions and related documents Lead and guide process characterization, validation studies, and if needed, technology transfer initiatives for ADC programs Prepare and review CMC sections of regulatory submissions, including INDs, BLAs, and MAAs Develop a robust and reliable network of CMOs to enable seamless clinical manufacturing Manage relationships with contract manufacturing organizations (CMOs) and ensure the successful execution of manufacturing campaigns from early phase clinical supply to process validation batches Work closely with Quality, Regulatory Affairs, Clinical Operations, Program Management, and other departments to ensure seamless integration of CMC activities in the development plans Build and lead a high-performing CMC team, fostering a culture of innovation, collaboration, and continuous improvement Qualifications Ph.D. required, in Biochemistry, Protein Engineering or a related area degree preferred (e.g., MS, Ph.D.) with 15+ years of experience biopharmaceutical CMC development, with at least 5 years in a leadership role focused on ADCs in the pharmaceutical or biotechnology industry or an equivalent combination of academic and industry experience Deep understanding of ADC development, including mAb, conjugation chemistry, process development, and analytical methods Proven track record in the design, development, optimization, and tech transfer of antibody or ADC manufacturing processes Extensive experience with regulatory requirements and submissions for biologics and ADCs Proven ability to lead cross-functional teams and manage complex projects Excellent communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders Strong analytical and problem-solving abilities, with a strategic mindset Ability to travel as needed Physical Demands and Work Environment Physical Demands: Constant or continuous use of a computer keyboard, monitor and mouse to perform a variety of tasks Constant or frequent sitting, standing or walking May lift and/or move objects of various weights Work Environment: Hybrid; minimum three days per week in-office requirement Noise level in the work environment is usually moderate Fast-paced, time sensitive environment with frequently changing priorities Handle multiple projects simultaneously Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. What We Offer Competitive salary and discretionary bonus plan plus equity Medical, dental and vision insurance with 100% employer paid premiums for the employee coverage and 80% for family coverage Employer-funded Health Savings Account Flexible Spending Accounts Group Life and AD&D insurance Voluntary Life and AD&D insurance Short-and Long-Term disability 401(k) retirement plan Critical Illness and Accident insurance Time off, including 10 paid holidays, winter closure, PTO and sick time A reasonable estimate of the base salary range for this role is $310,000-339,000. The final salary offered to a successful candidate will be dependent on several factors such as experience, education, skills and competencies. Avenzo Therapeutics is an equal opportunity employer that does not discriminate on the basis of actual or perceived race, color, national origin, ancestry, sex, gender, sex stereotype, gender identity, gender expression, transgender, sexual orientation, pregnancy, childbirth, breastfeeding or related medical condition, religious creed, physical disability, mental disability, age, medical condition, marital status, registered domestic partner status, military or veteran status, genetic information or characteristics, or any other characteristic protected by federal, state or local law. Avenzo Therapeutics also prohibits discrimination, harassment, disrespectful or unprofessional conduct based on the perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. Notice to Search Firms/Third Party Agencies: Avenzo Therapeutics does not accept unsolicited resumes from recruiters or employment agencies without an executed search agreement in place.

Hours: Shift Start Time: Not Specified Shift End Time: Not Specified AWS Hours Requirement: 8/40 - 8 Hour Shift Additional Shift Information: Weekend Requirements: No Weekends On-Call Required: No Hourly Pay Range (Minimum - Midpoint - Maximum): $151.234 - $195.140 - $239.047 The stated pay scale reflects the range that Sharp reasonably expects to pay for this position. The actual pay rate and pay grade for this position will be dependent on a variety of factors, including an applicant's years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and employer business practices. What You Will Do To provide effective financial leadership of Sharp HealthCare (the 'System'), including consultation and support services to Executives, Operations Senior Management, and System Services leaders; accounting and financial reporting in accordance with corporate policies, Generally Accepted Accounting Principles (GAAP) and Bond covenants; strategic and operational planning; financial control over assets and operations; tax compliance and reporting; and supervision of personnel and functions of financial services, budget coordination, decision support, reimbursement, payroll and accounts payable. Required Qualifications * Bachelor's Degree in Accounting. * 5 Years corporate finance/management experience within a multi-hospital system. Must have held financial responsibility for an organization with at least $3 billion in revenue. * Experience interacting and presenting to customers and other senior groups. * Background in general compliance work Preferred Qualifications * Master's Degree * Certified Public Accountant (CPA) - CA Board of Accountancy -PREFERRED Essential Functions * Provide strategic management of the accounting and controllership functions. * Direct accounting policies, procedures and internal controls. * Recommend improvements to ensure the integrity of financial information. * Manage and oversee the relationship with independent auditors, the annual financial audit, and presentation to Audit/Finance Committee. * Plan, organize, and coordinate the month end and year end close process at the entity and consolidated level, including monthly Financial Accounting and Reporting (FARM) meetings with entity Chief Financial Officers. * Prepare meaningful, accurate and timely entity specific and consolidated financial statements, including the quantitative and qualitative analysis and notes thereto. * Direct and manage the Corporate Accounting, Tax, A/P, Payroll, Reimbursement, Decision Support, and Budget functions. * Oversees Revenue Recognition models to ensure timely, accurate estimates of Net Revenue including analysis of factors affecting monthly and annual results. * Oversees Sharp's five-year operating, and capital planning process, providing a five-year roadmap for Sharp and a feasibility study for the strategic plan. In conjunction with the Treasury function, be responsible for determining the cash provided by operations, financings, and philanthropy during the five-year projection period to support strategic capital investments. * Oversee financial systems implementations and upgrades related to general ledger, payroll, accounts payable, budget, decision support, and treasury. * Manage the preparation of System Services budgets and Net Revenue Budgets for all entities. * Coordinate the compilation of operating entity budgets and System Services budgets into a consolidated budget. * Coordinate and manage quarterly forecast updates to the annual budget. * Communicate the actual performance versus budget and objectives to Senior Management, Operations leaders and System Services leaders. * Supports other departments including Office of Transformation in estimating and measuring the financial impacts of initiatives. * Collaborate with leaders of other departments to prepare for critical business opportunities. * Collaborates with the Chief Financial Officer to ensure System Services departments operate within budget. * Ensure compliance with state and federal regulations. * Oversee reporting and payment of all local, state and federal tax information. * Review various corporate tax returns; conduct research and planning according to current tax laws; and advise senior executives on the tax impact of company activities and transactions. * Represent the company on tax audits conducted by outside regulatory agencies. * Represent the company on governmental audits conducted by outside regulatory agencies. * Facilitate communication with appropriate government agencies, in-house counsel, and outside legal counsel on reimbursement and tax matters. * Provide training and consultation to, Senior Executives, Operations leaders, System Services leaders and other Sharp management personnel. * Hire, train and retain competent accounting and finance staff. Knowledge, Skills, and Abilities * Brings a high level of stature, credibility and integrity to the organization. * Possess confidence and presence, company management, sponsors and other pertinent constituencies. * Excellent technical financial credentials/acumen, with proven experience in all financial functions. * Understanding of cost accounting, cost allocations and all aspects of project management reporting. * Understanding of the complex regulated and competitive environment of healthcare system, healthcare finance and operations or proven success in a highly complex, multi-site environment. * Proven leadership ability with a track record of attracting, selecting, developing, rewarding and retaining high-caliber, diverse financial teams who achieve business goals. * A penchant for delivering the highest quality output for the Company's constituencies including sponsors, patients, medical staff, suppliers and employees. * A history of identifying key priorities and problems, obtaining relevant information, identifying root causes and generating alternative solutions to reach sound management decisions. * The ability to understand and use technology to create and sustain competitive advantage including using technology to move financial imperatives forward, and aligning people and resource investment decisions with business technology to add shareholder value. * Knowledge about basic healthcare issues, such as the current and future problems of providing access and care to the indigent and aged, quality of care, financing of health services, regulation, collaboration, competition and the roles of government and the private sector regarding the organization, delivery and financing of care. * An ability to lead by example and be detail oriented. * A true 'change agent' able to lead diverse groups in implementing new programs and ideas. * Outstanding relationship management skills; easily builds strong and effective working relationships within a climate of trust; inspires cooperation and confidence; and is a true consensus builder. * Strong customer service orientation, listens to and anticipates needs of the customer. * Ability to explain, advocate, and express facts and ideas in a convincing manner, and negotiate with individuals and groups internally and externally. * Emotionally intelligent and tactful in all situations. * Must have superior presentation skills and is able to present issues in a clear and articulate fashion in front of a variety of constituents. * Must possess superb negotiating skills in challenging situations with both internal and external parties. Sharp HealthCare is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability or any other protected class #EC

**************** com//wp-content/uploads/2025/02/JD-Director-Controller. pdf

Koam Engineering Systems, Inc. (KES Inc.) is an employee-owned small business specializing in technology innovation and systems integration by combining innovative products and reliable engineering services. Headquartered in San Diego, California and with offices in Gig Harbor, WA KES provides services globally in systems engineering & technical assistance, requirements analysis, software design & development, systems integration & testing, independent verification & validation, and operational & logistic support. Responsible for the entire range of financial activity for the organization, including Finance and Accounting functions. Directs and prepares financial analyses of operations for guidance of management. Formulates, recommends and implements policies on banking, receipt and disbursement of funds, extension of credit, fiscal and accounting matters. Responsible for development of standard accounting, analysis and reporting procedures, and for exercise of overall financial control. Ensures legal and regulatory compliance for all accounting and financial reporting functions. The position involves supervision over general accounting and program control. Responsibilities: Establish, or recommends to management, major corporate economic strategies, objectives, and policies for company. Prepare reports which summarize and forecast company business activity and financial position in areas of income, expenses, and earnings based on past, present, and expected operations. Responsible for the preparation of corporate budget and provisional indirect rates. Manages indirect rate model including monthly analysis and reporting to management. Prepare and recommends indirect rates for all proposal submissions including preparing necessary supporting documentation and justification. Responsible for the management of corporate insurance coverage for protection against property losses and potential liabilities. Responsible for the management of all accounting and finance activities including but not limited to reviewing Incurred Cost Proposals, Provisional Billing Rates, annual budgets, etc. Responsible for audits of company's accounts. Review financial aspects of contracts and modification requests to customers and subcontractors. Act as a liaison between KES and regulatory agencies; prepare reports required by these agencies including but not limited to CAS disclosure statement, DCAA and DCMA correspondences. Establish and maintain Policies and Procedures for Accounting and Finance Department. Establish relations with banks and other financial institutions. Works to optimize the handling of bank and deposit relationships and initiates needed strategies for improvement. Direct a continuing review of corporations accounting practice to ensure their compliance with generally accepted accounting principles (GAAP), Federal Acquisition Regulations (FAR) and Federal/State regulations. Responsible for lease negotiations for all KES offices including coordination of locating new office space, analysis and vendor selection of new office equipment and coordination of moving or standing up new satellite locations. Audit corporate income tax returns to assure compliance, accuracy, timely completion and verify returns are taking full advantage of all favorable tax codes. Work closely with other departments such as contracts and procurement to ensure timely execution. Oversee and manage program control functions and staff; review program financial and make recommendations to programs, project control analysts, and contracts. Work closely with the executive management to provide financials and projections to the company valuator. Other duties as assigned. Qualifications and Education Requirements: Bachelors Degree in Accounting or Finance 7+ years in DOD Industry Experience working with FAR and GAAP regulations Preferred Skills: CPA Preferred; Master of Business Administration preferred Extensive experience (10 years) in the finance function in defense industry Experience in a large DOD company Experience with Deltek Costpoint Accounting Software At KES, we offer a comprehensive and valuable benefits program to our employees and their families some of these benefits include but are not limited to: Customizable Medical/Dental/Vision Coverage Life and AD&D Insurance 401(k) Plan Employee Stock Ownership Plan (ESOP) - (Discretionary Plan) Education Assistance Paid Time Off Since 1995, KES continues to foster the entrepreneurial spirit of a growing small business that focuses on the needs of its customers and employees and serves to provide a rewarding and challenging career. KES offers a competitive salary and full range of benefits. KES, Inc. is an EEO/AA Employer committed to hiring and retaining a diverse workforce.

The IT Division and the OneIT Community provide San Diego State University with the core information technology infrastructure and services that support the university's learning, research, and outreach mission. The Unit's mission is inherently a shared services approach to collaboration across our campuses, colleges, administrative, and auxiliary units. For more information regarding the Information Technology Division, click here. Education and Experience * Advanced Degree is required, a Doctoral degree is preferred. * At least 10 years of technology leadership focused on providing IT support and services (overseeing technical support, help desk, and workflow automation). * At least 5 years of implementing organizational changes to reach key progress indicators defined by an explicit model for collaboration. * Excellent communication skills, both written and oral, with a particular focus on the facilitation of generative discussions that lead to action items tied to clear outcomes. * Leadership experience in creating and executing resource management plans, including budget allocation, to reach key progress indicators. * Knowledge and experience in creating strategic and implementation plans for community collaborative frameworks for IT personnel. Preferred Qualifications * Experience leading strategic initiatives, managing research budgets, and establishing and maintaining relationships with faculty and external consultants. * Experience with project management, particularly the RACI model for understanding roles and responsibilities, the RVUE model for project prioritization, and using an X-Matrix and Balanced Score Cards for strategic planning and road mapping. * Experience with IT workflow automation and analytics tools such as ServiceNow * Senior leadership role in information technology organizations. * Management experience in higher education focusing on complex multi-divisional information technology collaborations. * Understanding CSU job titles and career ladders, focusing on examining and understanding IT work in a complex collective bargaining environment. * Teaching experience in higher education. Compensation and Benefits At San Diego State University, we value our team members and offer a competitive salary that reflects your qualifications and experience. But that's just the beginning! Our exceptional benefits package is designed to support your well-being and work-life balance: * Generous Leave Benefits: Enjoy 15 paid holidays, 24 vacation days, and 12 sick days per year. * Retirement Security: Benefit from a CalPERS defined benefit pension plan, with reciprocity with the UC Retirement Plan, plus retiree healthcare benefits. * Comprehensive Health Coverage: Access a variety of health, dental, and vision plans at no or low cost to you. * Educational Opportunities: Take advantage of the California State University system fee reduction program for yourself or a qualified dependent. * Voluntary Benefits: Opt into additional benefits like Auto & Home Insurance, Life and Disability Insurances, a Legal Plan, Pet Insurance, and the ScholarShare 529 Plan for college savings. The expected hiring salary for this position ranges from $175,000 to $200,000 annually. SDSU Values At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion. Principles of Community At SDSU, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university. SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another. Equal Opportunity and Excellence in Education and Employment All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices. SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all. Supplemental Information Initial review of the required application materials, including cover letters and resumes, will begin on February 21, 2025. To receive full consideration, apply by February 20, 2025. The position will remain open until filled. The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position. SDSU is a smoke-free campus. For more information, please click here. Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Taylor Jaress at ****************. Advertised: Feb 07 2025 Pacific Standard Time Applications close:

Controller Are you a seasoned accounting professional with expertise in the hotel, restaurant, and real estate sectors? Do you excel in a family-oriented environment and value long-term stability in your career? We are seeking a Controller to lead the financial operations of our growing portfolio in San Diego. This role offers a salary range of $140,000-$150,000 annually, with opportunities to make a meaningful impact in a family-owned organization. Key Qualifications: Extensive experience in accounting for hotels, restaurants, and real estate operations. Demonstrated stability in prior roles, with a commitment to long-term tenure (10+ years). Must be based in the San Diego area (relocation is not provided). Prior experience in a family-owned business, with comfort in contributing to family office decisions. Primary Responsibilities: Oversee all financial operations, including cash management, chargebacks, financial reporting, budgeting, and forecasting, ensuring compliance with GAAP and company policies. Provide strong leadership to the accounting team, fostering accountability and performance excellence. Prepare and review financial statements, balance sheets, statements of cash flow, and other reports on a monthly basis. Partner with General Managers to conduct P&L reviews and ensure accurate financial reporting. Manage capital expense budgets, reconcile expenditures, and oversee reserve accounts. Collaborate with property leaders to develop annual operating plans and multi-year capital expenditure plans. Ensure compliance with financial regulations and maintain a robust system of internal controls. What We Offer: A supportive, family-oriented work environment committed to excellence. Opportunities to grow and lead in a dynamic and expanding portfolio. A chance to make a lasting impact in a leadership role with long-term stability. If you are a dedicated and experienced accounting leader seeking a fulfilling, long-term role with a family-owned organization, we encourage you to apply today!

Founded in 1909 and affiliated with the Episcopal Church, The Bishop's School is an independent, all-gender college-preparatory day school for 800 students in grades six through twelve located on a historic campus in the heart of La Jolla, just 10 miles north of downtown San Diego. With a student-teacher ratio of approximately 9 to 1, Bishop's is known for academic, artistic, and athletic excellence while celebrating character development, diversity, inclusion, and belonging. Last year's applicant pool drew from 72 zip codes and 168 middle and high schools throughout San Diego County and beyond. Fifty-one percent of the student population self-identify as students of color. Additionally, over $4 million in need-based grants is awarded annually. Anticipated Annualized Base Compensation: $180,000 - $210,000 Position Summary Reporting to the Chief Financial and Operating Officer (CFOO), the Director of Finance works closely with the CFOO in overseeing the School's financial operations. The role assists the CFOO in assessing the financial performance of the School, identifies potential risks, and furthers day-to-day financial best practices by driving the future direction of the finance department. The Director provides leadership for the finance department team of approximately 5+ professionals in fulfilling the responsibilities of the department and providing outstanding customer service to the School leadership, employees, and other key stakeholders. This position is an integral member of the team working on important strategic initiatives including, financial forecasting, formulating debt and investment policies, budgets, comprehensive campaigns, gift acceptance protocols, and capital projects. The Director oversees and manages the preparation of the 5-year budget and quarterly financial forecasting, prepares financial reports, such as income statements, balance sheets, and analyses of historical and future income and expenses. The incumbent is an experienced professional with broad knowledge of accounting, finance, and business principles, a strategic thinker, and an effective leader committed to the practice of sound financial stewardship. The incumbent demonstrates the ability to lead change, innovate, and sustain strong working relationships. Essential Functions and Specific Duties: Assist the CFOO and manage all aspects of the financial planning, budget forecast process, and cash flow management. Analyze trends, costs, revenues, financial commitments, and obligations incurred to predict future revenues and costs. In close collaboration with the CFOO proactively mitigate financial risks. Identify, develop and implement financial policies and procedures. Oversee accounting systems and protocols, ensuring best practices and procedures and use of the General Ledger System (Blackbaud Financial Edge) and other automated methods of commerce to equip the School and all constituencies with paperless and innovative processes. Supervise the effective functioning of the finance team. Oversee, manage and evaluate monthly financial statements, other financial reports, and budget to actual reports for the CFOO, Head of School, and Board of Trustees, including financial analysis and reconciliations. Attend and prepare board materials for board and board committee meetings, specifically for the Finance Committee, but also other committees as appropriate. Develop and manage comprehensive account reconciliation procedures fully utilizing technology and software. Oversee all functions of cash management, endowment, and investment accounting, including planned giving and split-interest agreements. Oversee debt agreements and capacity, ensuring that all covenants are fulfilled in a timely manner, including various reports to the Finance Committee. Oversee all audit and internal controls operations, annual government filings, etc. Oversee with the assistance of the Controller daily accounts payable, collections, cash receipts, and general ledger transactions. Oversee the approval process of all financial reconciliations prepared by the finance department. Ensure that all activities and operations are carried out in compliance with local, state, and federal regulations and laws governing the business and financial operations. Set targets with the Controller for workflow to ensure timely, accurate processing of accounting functions. Liaising with the Technology team to ensure that new financial systems in the pipeline are moving forward, and to spearhead new systems for other financial areas as needed. Assist the CFOO in preparing all recurring surveys and reports for the School's professional organization, e.g. NAIS, NBOA, etc. Conduct research, analysis, and forecasts proactively and as needed. Perform other projects, initiatives, and duties as necessary and assigned. An Ideal Candidate Will Have Master's degree in Business/Accounting and 7-10 years of related work experience including supervision, or an equivalent combination of education and experience Knowledge of GAAP accounting standards, audit, and internal control protocols, all applicable federal and state statues CPA or CMA certification is preferred Experience in independent schools or higher education is preferred A financial executive whose experience, force of intellect and character, technical knowledge, and expertise engender support and trust among others Experience working effectively with multiple constituencies such as faculty, staff, trustees, and volunteers, who may have competing interests Demonstrated success in financial management, including business processes, internal controls, and process improvement A history of establishing and maintaining financial policies, procedures, controls, and standards Strong technology skills, especially demonstrating excellence in Microsoft Suite, Google Suite, Blackbaud products, and other relevant software Experienc