Senior Vice President Jobs in Tustin, CA

Our client, a rapidly growing start-up company is seeking an accomplished and adaptable Vice President of Revenue to join their team! Job Title: Senior Vice President of Revenue Salary Range: $200,000 - $300,000 + bonus + equity About the Role: We are looking for an accomplished and forward-thinking Senior Vice President of Revenue to lead our sales organization and drive substantial growth. As part of our senior leadership team, you will be responsible for managing a dynamic team of 35+ sales professionals, optimizing operational processes, and ensuring seamless alignment between the sales and product teams. This is an exciting opportunity for a results-driven leader with a strong operational focus and a proven history of success in fast-moving, competitive environments. Primary Responsibilities: Sales Strategy and Execution: Create and implement a robust sales strategy that is in alignment with the company's overarching business objectives. Conduct thorough market analysis, studying customer trends and competitor activities, to uncover new growth opportunities. Establish and regularly review both short- and long-term sales goals, ensuring continuous achievement of targets. Leadership and Team Development: Lead a high-performing team, providing mentorship and motivation to maximize individual and team potential. Set clear, measurable expectations and offer ongoing feedback to drive team performance. Manage recruitment, training, and onboarding of new sales staff to expand and strengthen the team. Foster a positive, results-oriented environment that promotes teamwork, accountability, and a commitment to improvement. Design and roll out incentive plans that drive team motivation and performance. Sales Process Optimization and Efficiency: Continuously refine sales processes, tools, and systems to ensure peak operational efficiency. Oversee the use of CRM platforms (such as HubSpot) to track sales activities, customer interactions, and overall pipeline health. Monitor key sales metrics and adjust strategies in real time to achieve objectives. Client Relationship Management: Cultivate and maintain strong relationships with key clients and business partners. Manage the negotiation and closure of high-value deals, ensuring client satisfaction and long-term success. Address any concerns promptly, maintaining positive and lasting business relationships. Sales Performance Tracking and Reporting: Track key performance indicators (KPIs) and provide insightful, actionable reports to executive leadership. Analyze data to identify patterns, opportunities, and areas requiring improvement. Use these insights to fine-tune strategies and improve performance. Collaboration Across Functions: Work closely with teams across the business-including Product, Operations, and Finance-to ensure alignment and drive revenue growth. Provide valuable customer insights to the Product team to inform decision-making based on market feedback. Budgeting and Sales Forecasting: Manage the sales budget, ensuring resources are allocated effectively to maximize sales performance. Develop accurate sales forecasts, identify potential risks, and create contingency plans as needed. Competitive and Market Intelligence: Stay ahead of industry trends, competitor movements, and changing market conditions. Adapt sales strategies and tactics to stay competitive and seize new opportunities as they arise. Ideal Candidate Profile: Over 10+ years in sales leadership, with at least 3+ years spent managing large sales teams in a B2B context. Deep understanding of sales processes, systems, and data analysis to inform decisions. Experience in marketplaces or retail is advantageous. Proven success in working cross-functionally with various teams, including product, marketing, and operations. Strong ability to set a clear vision while executing tactical plans to drive growth. An inspirational leader who fosters a culture of accountability and performance excellence. Proficient with CRM systems (e.g., HubSpot) and data analytics tools to measure and drive sales success. Excellent communication skills, both verbal and written, with the ability to influence and present ideas to senior executives. Bachelor's degree in business, sales, or a related field. An MBA or advanced degree is a plus. Perks & Benefits: Comprehensive Health Coverage: Medical, Vision, and Dental insurance options, with some plans covered at 100%. Competitive Compensation Package: Includes salary, performance-based bonuses, and equity options. Retirement Savings: 401(k) with company matching. Work-Life Balance: Unlimited Paid Time Off (PTO). Please submit your resume for consideration! We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.

A well-established and rapidly growing wealth management firm is seeking an experienced Senior Vice President to join our dynamic Advanced Wealth Planning team. This leadership role is ideal for a highly skilled financial planner who specializes in working with high-net-worth individuals and families, particularly those facing estate tax complexities. About the Role As a key member of our financial planning department, you will collaborate with internal tax, estate, investment, and trust teams to deliver comprehensive, tailored planning strategies. Your focus will be on individuals and families with a net worth of $15M-$30M, guiding them through sophisticated planning techniques that deepen relationships and provide long-term value. Key Responsibilities Gather and analyze client data, input information into financial planning software (eMoney), and collaborate with internal teams to design effective financial plans. Develop and present detailed, actionable financial planning strategies with an emphasis on estate planning, philanthropic planning, tax mitigation, and risk management. Clearly communicate planning recommendations to clients in an engaging and approachable manner. Review and summarize estate planning documents while educating clients on various estate planning techniques and tax-efficient wealth transfer strategies. Stay ahead of evolving financial planning concepts, estate planning laws, and tax regulations to ensure clients receive the most relevant and effective guidance. Qualifications Bachelor's degree required. 5+ years of experience in financial planning or estate planning. CFP designation required. Expertise in eMoney Advisor software. Strong background in complex estate planning strategies.

Founded in 1921, the Los Angeles Urban League serves, educates, and empowers African Americans and all others in underserved communities achieve their highest true social parity, economic self-reliance, and civil rights. The League promotes this empowerment through education and job training, housing and community development, workforce development and entrepreneurship, with a vision of transforming our community's health and quality of life, fostering true generational change. Learn more at ************* As part of our application process, we ask that you submit a cover letter with your resume. This position is open to local candidates only as it will be based onsite in our Los Angeles office. REQUIREMENTS Strategy, Planning and Management Chief Financial Officer serves as key member and strategic business partner to CEO & executive leadership team. Assess and evaluate financial performance of the organization with regard to long-term operational goals, budgets, and forecasts. Provide insight and recommendation to both short-term , long-term and fiscal growth plan of organization. Identify, acquire and implement systems and software to provide critical financial and operational information. Evaluate departments and make suggestions for automating processes and increasing working efficiency. Communicate, engage, and interact with the Board of Directors, CEO, COS, and Executive Leadership Team. Create and establish yearly financial objectives that align with the company's plan for growth and expansion. Select and engage consultants, auditors, and investors. Recruit, interview and hire finance, accounting and payroll staff as required. Participate in pivotal decisions as they relate to strategic initiatives and operational models. Interact with and align the Finance department's fiscal KPI's with the Board of Directors' plans, fiscal initiatives and recommendations. Implement policies, procedures, and processes as deemed appropriate by the executive leadership team. Financial Analysis, Budgeting and Forecasting Prepare and present monthly financial budgeting reports including monthly profit and loss by program and department, forecast vs. budget by program and department, and weekly cash flow by program and department. Review and analyze monthly financial results and provide recommendations. Identify, develop and execute analysis of business initiatives. Develop and maintain monthly operating budget and annual company operating budget. Participate in weekly conference calls, with donors, consultants, vendors, and executive leadership team. Accounting, General Ledger, Administration and Operations Supervise the finance department to ensure the proper functioning of all systems, databases and financial software. Provide regular maintenance and backup of all accounting systems and supervise finance department staff. Review and ensure application of internal controls. SOX compliance and financial procedures. Ensure timeliness of and accuracy of financial and management reporting data for federal funders, foundations, partners and company's board of directors. Preparation and communication of weekly, monthly and annual financial statements. Preparation and timely filing of all local, state and federal tax returns. Ensure SOX compliance regarding all financial functions. Work with Human Resources to ensure appropriate legal compliance. Oversee the month-end close process, constantly reviewing procedures while eliminating inefficiencies. Serve as key point of contact for external auditors. Manage preparation and support of all external audits. Financial Management Manage cash flow planning process and ensure funds availability. Oversee cash, investments, and asset management. Explore new investment opportunities and provide recommendations on potential returns and risks. Maintain outstanding banking relationships and strategic alliances with vendors and business partners. Utilize forward-looking models and activity-based analysis to provide financial insight ino the organization's plans and operating budgets. Finance and Accounting Team Management Mentor and develop an effective and efficient finance team, manage work allocation, systems training, and performance evaluations. Cash Management Oversee weekly cash management and accounts payable. Supervise accounts receivable management and provide guidance relating to the collection process. QUALIFICATIONS Bachelor's degree in accounting or finance required CPA or MBA required 5 years minimum experience as CFO for a Non-Profit Organization. Must have experience with government grants. 10 + years total accounting or finance experience Outstanding knowledge and understanding of GAAP, IFRS, and SOX compliance. Background coordinating with I.T. department to manage and/or upgrade accounting system. Systems implementation experience strongly preferred. “Hands On” Software Experience - QuickBooks, SAP Concur, Salesforce experience preferred. Outstanding communication and presentation skills. Demonstrated leadership ability, confidence and executive presence - ability to motivate staff. Excellent analytical, reasoning, and problem-solving skills. Analyze and interpret performance indicators and related data Significant experience working with external auditors, internal controls and compliance-related issues. WORK SCHEDULE/ADDITIONAL INFORMATION: Full Time In-Office Travel required periodically Reliable transportation and a valid driver's license The Los Angeles Urban League is an equal opportunity employer, committed to inclusive hiring and dedicated to diversity in our work and staff. We strongly encourage candidates of all identities, experiences, and communities to apply. We strive to take on the issues that have a broad impact on our client communities and to be responsive to client input. Recognizing the particular historical impact of marginalization and under-resourcing in underserved communities, we devote special attention to promoting social justice for our clients and staff. All applicants must be dedicated to working in and sustaining an environment that enables staff and clients to feel empowered, valued, respected, and safe. In reviewing applications, we look for evidence that applicants have experience and/or thoughtfulness in working with traditionally marginalized populations. The Los Angeles Urban League is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

A growing real estate investment firm that provides financing for residential and commercial real estate including retail, industrial, office, and mixed-use properties is looking for a part-time CFO. The company is in Los Angeles and has additional offices throughout the US. The CFO can be located anywhere and will work remotely. This person will travel to Los Angeles to meet with the team occasionally or as needed. The company is in the process of raising capital for a new fund and is looking to the part-time CFO to strengthen its infrastructure as it relates to financial reporting, financial planning and analysis, data analysis, and internal controls. In addition, the CFO will look for opportunities to improve or overhaul existing processes and establish best practices. Responsibilities: Long-Term Planning Develop long-term financial plans and forecasts based on market trends, property valuations, and investment opportunities. As an executive team member, provide insights and recommendations on financial planning, growth initiatives, and asset performance improvement. Oversee capital allocation decisions, optimizing financial resources for deploying capital. Create financial models to assess the feasibility and profitability of potential investment decisions. Design and build a scalable finance and accounting organizational structure. Financial Reporting and Compliance Ensure accurate and timely financial reporting under industry standards and regulatory requirements. Manage relationships with investors, auditors, tax advisors, and financial institutions. Implement internal controls to safeguard assets and mitigate risks. Financial Planning & Analysis (FP&A) Lead the budgeting, forecasting, and financial planning processes, providing insight and analysis to support informed decision-making. Monitor critical financial performance metrics and ensure alignment with company goals and industry benchmarks. Risk Management and Capital Structure Identify and assess risks associated with real estate loans, including market fluctuations, interest rate changes, and real estate valuations. Develop strategies to mitigate risk, including diversification of holdings and hedging. Optimize the company's capital structure by managing debt levels and securing funding through various sources (e.g., equity, loans, etc.). Executive Reporting & Board Relations Prepare and present financial reports, analysis, and strategic recommendations to the CEO and executive team. Act as an advisor to the CEO and Board on financial planning, risk management, and investment strategies. Investor Relations and Fundraising Manage communication with investors, analysts, and investment banks. Collaborate with Investor Relations team to develop presentations highlighting the company's financial performance, growth potential, and investment opportunities. Technology and Innovation Evaluate and implement technology solutions to streamline accounting processes, automate tasks, and improve data analysis. Apply data analysis to understand market trends, borrower conduct, and property performance. Qualifications: Bachelor's degree in finance, accounting, or a related field; MBA and / or CPA preferred. 15+ years of progressive experience in financial leadership roles, with at least 7 years in a CFO or similar position. Experience transforming and automating financial systems for a growing organization. Familiarity with best-in-class vendor selection, system integration, and adoption processes. Strong understanding of GAAP. Demonstrated success in financial strategy, planning, and analysis. In-depth knowledge of corporate finance and risk management principles. Experience with REITs, private equity, and / or financial services highly preferred. Excellent communication and interpersonal skills with the ability to collaborate across all levels.

⚡ Role: Chief Financial Officer (CFO) 💼 Industry: Renewable Energy 💰 Salary: $250,000-$300,000 + bonus This is an exciting opportunity for a strategic and results-driven CFO to lead the financial strategy and operations for a fast-growing company in the renewable energy sector. The company is at the forefront of sustainable innovation, transforming the energy landscape with cutting-edge clean technology and forward-thinking financial strategies. Key Responsibilities: Lead all aspects of corporate finance, including financial planning, budgeting, forecasting, reporting, and compliance. Develop and execute financial strategies to drive growth, secure funding, and optimize profitability in a fast-paced environment. Oversee financial controls, risk management, and compliance with GAAP, SEC regulations, and renewable energy industry standards. Partner with the CEO and executive team to shape corporate strategy, evaluate investment opportunities, and scale operations. Manage relationships with investors, banks, external auditors, and regulatory bodies to support capital-raising initiatives. Implement process improvements and automation to enhance financial efficiency, scalability, and reporting accuracy. Lead and mentor a high-performing finance and accounting team, fostering a culture of innovation and continuous improvement. Assess and mitigate financial risks, ensuring sustainable growth and operational resilience. Qualifications: 15+ years of progressive finance leadership experience, with at least 5 years as a CFO or VP of Finance in the renewable energy sector. Proven success in fundraising, M&A, and securing project financing, particularly in renewable energy or infrastructure projects. Strong expertise in financial modelling, capital markets, and investor relations. Deep understanding of renewable energy regulations, tax incentives, and financial structures. Experience in high-growth, fast-paced environments, with the ability to scale operations and navigate complex financial landscapes. CPA, CFA, or MBA preferred. Strong leadership, communication, and strategic decision-making skills. 📧 Sounds like you? Please click on the ‘Easy Apply' button or send your resume directly to ************************ or message me for more information! ⚡ Storm4 is a specialist GreenTech recruitment firm with clients across Europe, APAC, and North America. To discuss open opportunities or career options, please visit our website at ***************** follow the Storm4 LinkedIn page for the latest jobs and intel.

The primary responsibility of this position it to drive growth of ThinKom's Gateway and Spacecraft Antenna (GSA) business sector. This includes identifying the products ThinKom should develop, managing development of those products and supporting execution of the related sales efforts. This position needs to stay current on the opportunities and technological developments in this sector - outlining both short term and long term product and sales goals and driving execution to accomplish those goals. Essential Job Duties and Responsibilities: Define GSA Plan over the following 1 and 3 years - Details of plan outlined below Plan includes any recommended added positions and/or contracted expertise to support GSA effort Identify key areas/products for which ThinKom should invest related to GSA & recommend what ThinKom should focus GSA efforts on. This includes, but is not limited to - Antenna frequency and performance levels ThinKom should develop What level should ThinKom develop to, both without and with outside funding/orders What will be the benefit of adding the additional products, capability, maturity, etc. Adjust strategy, as required, to reflect additional market intelligence learned Product Plan - develop plan and gain approval from senior management for the GSA product plan which includes (this plan will mature over time, starting very rough and then refined through quarterly updates and adjustments) - Product Development plan - Antenna types and frequency Full systems or antennas only or some combination Resources required (people and skill sets, time frames, outside resources and costs) Resource constraints - what specific resources are limiting progress Identify risks and mitigation plan Define and track development schedule Program Management and Engineering - Provide overall leadership and direction to the Program Managers working GSA products and the Engineering team to define design/system requirements and expeditiously and efficiently develop GSA products Determine which designs to prioritize and the appropriate development steps and gates Determine criteria for proceeding or terminating development projects at the various gates Work with VP Engineering to get necessary engineering resources to expeditiously move product development forward Define and track development schedule and progress Sales - drive the sales process in coordination with VP Sales, Defense & Space Sales and Revenue Objectives for 1 and 3 year plans Market intelligence Recommended pricing strategies Sales plan for the following year by customer, program, products, probability of go (PGO) and probability if win (PWIN) as well as 3 year forecast Go to market strategy - Which customers to pursue - Govt direct? Primes - which ones? Other? Type of opportunities to pursue What are we selling? (systems, components, testing, etc.) Define and outline Value Prop ThinKom provides to each target customer Identify competitors, perform competitive analysis and identify key differentiators provided by ThinKom How are we selling? - trade shows, face to face at customer or face to face at ThinKom, demonstrations, etc. Work directly with the sales team to identify and win opportunities Play key role in sales strategies and direction of GSA sales team Follow-up and independently report on progress and effectiveness of sales efforts Identify additional relationships/contacts ThinKom should develop Profit and Loss Responsibility for the GSA product line - Sales revenue includes NRE and Recurring Costs include GSA team, R&D, inventory costs, engineering labor, production labor Profit targets will be set as part of 1 & 3 year plans and tracked at contribution level Report to Senior Management per the Sector VP reporting plan, which will be updated from time to time, but will include reporting, at a minimum, on the following areas - Sales and Marketing strategy and progress Product Development Financial Results Other duties and tasks as assigned Skills and/or Experience Needed: BS in Mechanical or Electrical engineering 5+ years of ME or RF engineering, or equivalent experience 5+ years as Program Manager, or equivalent experience Energetic, creative with strong analytical skills and a solid work ethic Demonstrated skills in organizing and directing people and programs Interpersonal skills to constructively manage interactions and working relationships of engineering personnel, various departments within ThinKom and with customers Ability to multitask effectively and efficiently Ability to negotiate effectively Must be eligible to obtain and hold a US DoD Security Clearance High energy level Creative, with strong work ethic Professionalism Technically proficient in computer applications: MS Office; Project, Excel, PowerPoint Language Skills: Requires strong interpersonal and presentation skills, able to effectively present information and respond to questions from groups of management and/or customers Must be able to communicate effectively, both written and verbal to employees of all levels and with outside customers Reasoning Ability: Ability to communicate clearly in a well thought out manner Must have substantial reasoning and problem solving abilities, extensive planning and scheduling skills - able to define problems, collect data, establish facts, and draw valid conclusions. Must be able to make decisions and get the team working together effectively in accordance with the decision made Additional Skill and Experience Preferred (Not Required): P & L knowledge Familiar with ProE, HFSS, Windchill Physical Demands: Ability to travel up to 25% of time This position is primarily a sedentary office position working in a controlled, quiet office environment but requires a reasonable amount of time either at the customer or on the floor being actively involved with employees, in resolving issues and determining corrective action plans This position uses a computer terminal to access, input, and retrieve data This position may be subject to frequent or occasional on the job interruptions that may cause a change in immediate priorities and/or work focus While performing duties of this position, employee is occasionally required to stand, walk, sit, stoop, reach, and/or bend May occasionally be required to lift, push, or pull maximum of 50 lbs. May be subjected to irregular or extended work hours Must be able to work in an environment that may be subjected to occasional loud noises, hazardous materials and chemicals and electro-magnetic energy Salary Range - $175k - $225k with Bonus and attractive Stock Options. Generous benefits including: Medical, Dental, Vision, Disability, Life, 401k Matching (4%), PTO, paid Holiday. ThinKom Solutions is an Equal Opportunity Employer ThinKom Solutions is a Drug and Alcohol free working environment with a zero-tolerance policy.

Application Process Linden Oaks has retained Glick Davis & Associates, LLC to facilitate this search on their behalf. To apply, interested candidates should e-mail their cover letter and resume as a single pdf file to: ************************* Overview Linden Oaks is a nonprofit organization serving more than 200 individuals with exceptional needs annually, through a variety of service lines. The clients served include children from 18 months of age, to senior citizens. Established in 1955, Linden Oaks takes pride in its recognition as a leader in special needs services and in its innovative approach to therapeutic programs-with a history spanning 70 years. Linden Oaks was founded in 1955 by two speech therapists, Dr. Aleen Agranowitz and Gladys Gleason. These women were visionaries who saw a lack of services for individuals with special needs. They responded to this need by opening the door of their homes to children in their community. With a steadfast belief that they would do whatever it takes to unlock an individual's maximum potential, they were committed to an eclectic approach to therapy and a relentless dedication to an interdisciplinary approach to creating a holistic program for each individual they served. Linden Oaks believes that all individuals have a right to live, learn, work and play in their communities From those humble beginnings, Linden Oaks became a multiservice organization serving hundreds of individuals each year through its non-public school, clinical services, and adult day programs in Southern California. Educational services provided by Linden Oaks support students from some 50 school districts within Los Angeles, Orange, and Riverside counties. In addition, Linden Oaks offers therapy services inclusive of speech, occupational, physical therapy, counseling and behavior analysis to individuals in the community; services which are funded through its three local regional centers and select medical insurance providers. An adult day program now serves individuals 22-45-years of age through a mix of private and regional center funding. Mission, Values, and Vision · Mission : Provide specialized services to individuals with disabilities to lead active, independent and meaningful lives. Values : A compassionate and caring culture · A committed workforce and inclusive culture · An innovative, optimistic culture which acts with integrity Vision : We envision a time when all individuals with developmental disabilities receive the resources needed to live active, independent and meaningful lives. For a more comprehensive look at Linden Oaks programs and services, and the values and philosophies upon which the organization operates, please see ***************** About the Position Linden Oaks is seeking a dynamic and strategic leader to serve as its next CEO, guiding the organization through an important period of transition and growth. With a 70-year legacy of providing specialized education and support for children and young adults with complex learning and developmental needs, Linden Oaks is well-positioned to build on its strong institutional foundation. The CEO will be responsible for strengthening leadership-staff relationships, launching new Applied Behavioral Analysis (ABA) and Intensive Outpatient Program (IOP) services, and driving financial sustainability through diversified revenue streams. This role presents a unique opportunity to shape the future of Linden Oaks, ensuring its continued impact and long-term success in serving students and families across Southern California. Key Priorities The new leader should initially spend time listening and learning, understanding the organization's internal dynamics and needs, and building relationships and trust with the staff, board, and community partners, as they better understand the organization's strengths, challenges, and opportunities. Building upon these foundational relationships, the new CEO will need to address the following key priorities in their first 18-24 months: · Define and communicate a clear, inspiring vision that unites leadership, staff, board members, and external stakeholders around the future of Linden Oaks. By setting strategic priorities that balance mission and financial sustainability, fostering board alignment, and engaging staff and families, the organization will move forward with confidence and purpose, ensuring long-term impact and growth. · Strengthen leadership-staff relationships by fostering open communication, collaboration, and trust during a time of organizational growth and change. o Create regular and effective communication pathways all the way from board members to front-line staff o Promote inclusivity, dialogue, and discussion from all stakeholders o Set a clear vision for all members of the organization that the team can aspire to achieve · Cultivate a positive and productive labor environment o This includes collaborating throughout the collective bargaining process o Working to establish inclusive, safe, and cost-effective staffing structures o Defining a process for staff and team members to give input and to improve daily operating procedures and efficiencies · Enhance financial sustainability by growing existing programs and improving operational efficiency. The CEO will lead efforts to enhance revenue streams through public school contracts, commercial insurance, grants, partnerships, and other funding opportunities. · Launch Applied Behavioral Analysis (ABA) and Intensive Outpatient Therapy (IOP) services, strengthening Linden Oaks' long-term sustainability and broadening its impact. With a focus on strategic execution and operational efficiency, the CEO will drive the rollout of these initiatives. Essential Qualifications, Skills and Attributes · At least five years of executive level experience and success leading a complex nonprofit organization and fostering high-performing teams, preferably at a similar nonprofit organization A college degree in a relevant field such as nonprofit management, education, psychology, or business management is required. Advanced degree preferred Ability to execute and implement strategic priorities effectively Strong emotional intelligence and ability to engage staff and build trust Business & financial acumen: Experience managing budgets, contracts, and nonprofit financial sustainability Understanding of collective bargaining and workforce engagement preferred but not required Ability to build external partnerships, secure grants, and advocate for policy changes Track record of successfully rolling out new service lines and managing change Background in education, special needs, mental health, or human services preferred Compensation $275,000- 310,000 depending on experience, with incentive packages available. Benefits include medical insurance coverage, dental insurance, fully paid $200,000 life insurance policy, 401K with match. Three weeks PTO, 11 federal holidays, closed the week between Christmas and New Years, 10 sick days. Application Process Linden Oaks has retained Glick Davis & Associates, LLC to facilitate this search on their behalf. To apply, interested candidates should e-mail their cover letter and resume as a single pdf file to: ************************* The position is open until filled. Inclusiveness Linden Oaks is an Equal Employment Opportunity (EEO) employer and values diversity and its role in building a more inclusive culture and ultimately a more capable organization. Linden Oaks embraces diversity and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.

Japanese M&A Consulting Firm seeks for a Japanese Bilingual Vice President(M&A Advisory)in LA CA. Summery: The VP of a buy-side investment banking firm holds a senior responsible for overseeing all aspects of the firm's investment activities, including deal sourcing, due diligence, transaction execution, and portfolio management. Here's a comprehensive job description for an VP in buy-side investment banking: Job Title: Vice President - Buy-Side Investment Banking Job Overview: As the VP of our buy-side investment banking firm, you will provide strategic leadership and direction to our investment team, driving the identification, evaluation, and execution of investment opportunities. You will play a key role in building and managing relationships with clients, financial institutions, and other stakeholders to achieve our investment objectives and maximize returns for our investors. Key Responsibilities: 1. Deal Sourcing and Evaluation: • Lead the identification and sourcing of investment opportunities across various sectors and asset classes. • Conduct thorough due diligence on potential investments, assessing financial performance, market dynamics, and risk factors. • Evaluate potential deal structures, investment terms, and exit strategies to maximize returns and mitigate risks. 2. Transaction Execution: • Oversee the execution of investment transactions, including negotiations, documentation, and closing processes. • Collaborate with legal, financial, and technical advisors to ensure smooth and timely deal execution. • Manage relationships with counterparties, advisors, and other stakeholders throughout the transaction lifecycle. 3. Client Relationship Management: • Cultivate and maintain relationships with clients, investors, and industry partners, serving as a trusted advisor and partner. • Understand client needs and objectives, customizing investment solutions and strategies to meet their requirements. • Communicate investment performance, market insights, and strategic recommendations to clients and stakeholders. 4. Regulatory Compliance and Governance: • Stay abreast of regulatory developments and market trends, proactively addressing potential compliance issues or challenges. Qualifications: • Extensive experience in buy-side investment banking, private equity, asset management, or related fields. • Proven track record of successfully sourcing, executing, and managing investment transactions across diverse industries and asset classes. • Strong leadership and management skills, with the ability to inspire and motivate teams to achieve exceptional results. • Excellent analytical, financial modeling, and decision-making abilities, with a keen understanding of investment principles and valuation methodologies. • Exceptional communication, negotiation, and relationship-building skills, with the ability to interact effectively with clients, investors, and other stakeholders. • Sound judgment, integrity, and professionalism, with a commitment to upholding the highest ethical standards in all business dealings. •Business level Japanese is required Vice President: Experience: 7-10 years in relevant fields. *Revenue Requirement: No revenue requirement but must have experience supervising staff and conducting financial due diligence. Compensation: $160,000-$200,000 base salary + discretionary bonus. Benefit : Medical/Dental/Vision/sick leave/PTO/Holiday pay/401K リロケーションアシスタンス有 ビザサポート有

Join the Hotel Burbank family and help lead Southern California's latest and greatest lifestyle destination for everyday adventure seekers and bright-minded movers and shakers. We're launching a collection of new options to fuel every kind of California dream-and we're looking for a colorful character to be a key leader of our growing team. Job Summary: Director of Revenue Management compiles and analyzes detailed revenue information for an organization. Monitors economic conditions and conducts revenue forecast analysis, suggest strategies to boost revenue. A Revenue Manager reviews organizational billing practices to ensure invoice accuracy and proper revenue recognition. Prepares weekly, monthly, quarterly and annual reports for management. Duties and Responsibilities: Practice OSHA (Occupational Safety and Health Administration) standards and comply with all company safety policies and procedures Manages OTA channels to ensure rates, photos, hotel policies, and descriptions are updated and displayed correctly. Assists with running daily pick up reports, opening and closing rates, and managing inventory and pricing. Builds all rate codes offered at the property; both public and confidential. Creates and manages all Negotiated/Corporate/consortia rate codes, and submits all rate loading instructions to Sabre to ensure rates are visible in GDS. Assists the sales team in entering all group reservations into perspective blocks, and setting up all routing and billing instructions accordingly. Works with accounting team to settle group billing, double check and process commissions for Travel Agents and OTAs, as well as sending final folios and handling any disputes on transient guest bills. Analyzes rate production, channel production, corporate production and STR report on a weekly basis. Prepares any reporting requested by Consultant or Corporate team which include, market segment statistics, reservation statistics, booking trends and promotional production, etc Monitor market trends and keep a close eye on the actions of rival hotels. Analyzing competitors' pricing, promotions, and marketing strategies helps revenue managers identify opportunities Implement revenue management operations, procedures and best practices. Identify new revenue opportunities. Optimize and expand distribution partnerships. Challenge and influence hotel to improve service level and operational standards. Oversee revenue management and distribution strategy of the hotel and manage day to day yield operations Daily pick-up analysis, strategy adjustments and reporting Perform competitive benchmark studies and follow market trends Create and maintain a rolling demand calendar Provide a weekly dynamic forecast of expected results, variances and budget comparisons Manage and oversee strategy for all 3rd party distribution Responsible for assessing, analyzing and pricing group business strategies Analyze overall monthly hotel performance and provide a summary report with recommendations to improve long-term strategies Ensure all related systems are configured correctly, validated and working to full capacity Ensure web site booking process is maintained up-to-date and functional Regularly check the input and the quality of data (segmentation, denials tracking, etc…) points Conduct quarterly property performance reviews and develop strategic and tactical action Responsible for best practice standards to include: competitor analysis; environmental scanning; market modeling; distribution yield management; business mix yield management; length of stay yield management; inventory availability by channel; pricing control and new pricing concepts Evaluate the performance of distribution partners and contracted rates (OTA, FIT, tour operator, corporate, consortia, crew, groups, etc…) Reduce the cost of distribution by finding new less expensive means of delivering business Prepare an outline for and support the annual revenue budget process Comply with all federal, state and local regulatory guidelines and laws Revenue Strategy: Crafting and implementing innovative pricing and inventory strategies to maximize revenue while maintaining competitive pricing. Listing and managing all properties with OTA's and working to increase direct bookings. Market Analysis: Staying ahead of market trends and identifying opportunities to capture market share. Managing OTA's and negotiating the best commissions. Keeping commissions as low as possible. Managing Google Ads to drive direct bookings. Distribution Management: Managing online distribution channels, ensuring rate parity, and optimizing inventory allocation. Managing Travel Ads, & Promotions with OTA's. Google Ad Management- Expertise in placing effective ads, able to track and report results. Forecasting: Developing accurate revenue forecasts and collaborating with various departments to align resources with demand. Performance Analysis: Regularly monitoring and analyzing key performance indicators (KPIs) to make data-driven decisions. Daily reporting to start, then meeting with management weekly to discuss ADR's, occupancy, weekly pick up, etc... Team Collaboration: Working closely with the sales and marketing teams to develop packages, promotions, and sales strategies that drive revenue growth. Perform other duties as assigned Minimum Qualifications: High school graduate with secondary education or specific employment experience. Ability to provide excellent verbal and written communication with guests, hotel staff etc. Ability to compute mathematical calculations and analyze collection trends. Strong organizational skills Computer proficiency (MS Excel and MS Word) Experience in billing format and invoicing May be required to work nights, weekends, and/or holidays Preferred Qualifications: A Bachelor's degree in Hospitality Management, Business, or a related field. Proven experience in hotel revenue management, with a track record of revenue growth. Strong analytical skills and proficiency in revenue management tools and systems. Knowledge of various POS systems and channel partners. In-depth knowledge of the hotel industry, market trends, and competitor analysis. Physical Requirements: Ability to carry, push, move and lift large, bulky and/or heavy objects up to 25 pounds Ability to perform tasks that may require prolonged standing, walking repetitive bending, and other physical activities around the facilities Consistent hand and wrist movements using keyboards to generate correspondence, reports, etc.

Our client, a prestigious business management firm, is dedicated to providing top-tier tax expertise for high-net-worth (HNW) individuals. With a commitment to integrity and excellence, the firm is seeking a seasoned Managing Tax Director to lead its tax team and deliver exceptional service to its clients. The Managing Tax Director will lead and oversee the tax team, ensuring timely and accurate tax returns, reviews, and planning for HNW clients. The ideal candidate will hold an active CPA, have a solid track record of working with HNW individuals, and bring a minimum of 6 years of experience in tax team management. This Role Offers: Competitive salary and performance-based incentives. Comprehensive benefits package, including health, retirement, and continuing education opportunities. Focus: Oversee and manage the preparation, review, and filing of federal, state, and local tax returns for HNW individuals. Lead and mentor a team of tax professionals, providing guidance, professional development, and performance management. Ensure compliance with tax regulations, identifying potential tax-saving opportunities for clients. Review and approve tax filings to ensure accuracy, completeness, and compliance with applicable laws. Serve as a trusted advisor to HNW clients on tax-related issues, optimizing strategies for tax efficiency and financial planning. Coordinate with cross-functional teams within the firm to offer comprehensive financial solutions. Stay up-to-date with tax regulations and industry best practices, adapting processes to maintain compliance and efficiency. Skill Set: Active CPA certification is required. Proven track record in managing tax returns and reviews for HNW individuals. Minimum of 6 years of experience leading and managing a tax team, preferably within a business management or financial advisory firm. Strong knowledge of federal, state, and local tax regulations. Excellent leadership, communication, and client relationship management skills. Ability to work effectively in a fast-paced, client-driven environment. Compensation and Benefits: About Blue Signal: Blue Signal is an award-winning, executive search firm specializing in various specialties. Our recruiters have a proven track record of placing top-tier talent across industry verticals, with deep expertise in numerous professional services. Learn more at bit.ly/46Gs4yS

Our client has an opportunity for a Vice President of Operations. While currently focused on strategic projects in healthcare, life sciences and commercial construction up to $10 Million, this Vice President will lead growth in both the organization and project scope. Their ideal leader is adaptable, collaborative, forward-facing and thrives in a fast-scaling organization. Their focus on financial and operational efficiency, coupled with a commitment to technological innovation, sets this VP up for success. Requirements: Strategic Operations Leadership: Proven ability to develop and execute operations strategies, particularly in HCAI and life sciences. Growth-Oriented Experience: Track record of scaling operations and managing teams through significant growth phases. Client-Focused Leadership: Strong ability to maintain and grow client relationships while driving operational excellence. Track Record of Results: Tangible accomplishments in delivering operational efficiencies, improving processes, and achieving revenue growth targets. Team Development: Demonstrated success in building and mentoring high-performing teams. Technology Progressive. Bachelors Degree in Engineering, Construction, Architecture or similar. Become part of an executive leadership team focused on strategic growth. Professional growth should align with personal growth and this team enables you to excel at both. Compensation commensurate with experience and expectations. Excellent benefits and incentives that recognize the contributions of this role. Not sure if this is the next step for you? Let's schedule a call.

Key Responsibilities Include Lead the FP&A team, overseeing corporate budgeting, financial planning, analysis, and forecasting functions to align with strategic business strategies Manage the annual budgeting process, ensuring timely and accurate completion while collaborating with leadership to align budgets with key priorities Prepare and distribute financial management reports, including monthly performance updates, variance analyses, and projections for internal and external stakeholders Lead the consolidation of financial reports across departments, ensuring accuracy and alignment with company-wide financial goals Develop and implement financial models, including variance analysis and long-term projections, to support business decision-making Deliver data-driven insights and recommendations to support business performance and decision-making. Drive process improvements in financial reporting, forecasting, and budgeting functions, leveraging technology and best practices to enhance accuracy and efficiency. Qualifications Bachelor's degree in Finance, Accounting, Business, or a related field; MBA preferred 10 years experience in FP&A, strategic and analytical mindset to translate financial data into actionable insights Excellent communication and interpersonal skills with the ability to collaborate across functions

Liberty SBF Manager LLC is a commercial real estate and business credit manager focusing on structured finance investments and direct lending strategies (including loan servicing). We are seeking a versatile accounting professional to join our team as Credit Fund Controller. This role requires a strong background in accounting and treasury operations, particularly in handling loan assets and managing balance sheets for specialty finance or financial services organizations. Summary: We are seeking a highly skilled and experienced Financial Controller to join our Finance team. This position offers a unique opportunity to contribute to the growth and success of a rapidly expanding Non-Bank Commercial Finance company. The Financial Controller will work closely with and report directly to the Director of Finance, playing a key role in the organization's financial operations. The responsibilities of this role will vary and may include managing critical projects such as audits, developing budget and projection models, and ensuring compliance with governmental reporting requirements. To excel in this position, candidates must have significant experience as a Financial Controller in the United States, with a strong command of US GAAP. Familiarity or prior experience with fund accounting and/or loan accounting is highly desirable. Responsibilities: Closing Process Management: Oversee the monthly, quarterly, and annual financial close process, including preparing journal entries, performing account reconciliations, ensuring compliance with internal controls, and preparing consolidated financial statements in accordance with US GAAP. Accounting Operations: Supervise, track, and evaluate daily accounting activities, ensuring alignment with management's objectives and business priorities. Loan and Investment Accounting: Track and record interest income, principal repayments, and valuation adjustments for loan investments Net Asset Value (NAV) Calculation: Accurately calculate NAVs for funds, including valuation of portfolio investments, income accruals, and expense allocations. Preparation of Financial Statements: Compile and prepare monthly financial statements for multiple entities, including recording and reconciling intercompany transactions, ensuring accuracy and compliance with relevant standards (e.g., GAAP, IFRS). Variance Analysis: Conduct variance analyses, provide detailed explanations to management, and recommend actionable steps to address identified issues. Third-Party Oversight: Oversee key third-party resources to address accounting, tax, legal, equity, and compliance-related needs for the organization. Technical Accounting Support: Analyze applicable accounting standards, provide well-supported documentation of positions, and deliver clear recommendations and conclusions. Strategic Collaboration: Serve as a key cross-functional partner to the Director of Finance and other departments, contributing to strategic initiatives and preparing critical deliverables. Audit Management: Lead the annual GAAP audit process, including conducting ongoing risk assessments and implementing measures to mitigate audit risks throughout the year. Stakeholder Support: Respond to and manage investor and bank requests, ensuring timely and accurate reporting to meet external stakeholder requirements. Key Qualifications: 5-10 years of accounting experience, with a focus on general ledger, cash management, and financial reporting. Expertise in managing loan assets and familiarity with specialty finance or financial services balance sheets. Strong knowledge of tax, audit, and regulatory compliance processes. Experience with journal entries, reconciliations, and financial statement preparation. Proficient in accounting software and financial management systems. Strong attention to detail, analytical skills, and the ability to work effectively in a fast-paced environment. CPA or equivalent certification is preferred but not required. Why Join Us? Leadership Opportunity: Take on a key leadership role in a dynamic and growing organization, with direct impact on financial operations and strategy. Competitive Compensation: Benefit from a competitive salary and comprehensive benefits package. Professional Growth: Opportunity to grow within a specialized financial services firm, with exposure to a range of structured finance products.

TheMilVet is partnered with PE clients who are consolidating fragmented industries across America. These are industries that have no national presence or brands that dominate the market. Our PE partners create value through consolidation and quickly scaling the core business in a high growth environment. As an example, a sister portco in this fund grew its revenue from $0 to $2B in 4 years and after 300+ acquisitions. For more information about his strategy, we've included an article from the Harvard Business Review . Private Equity Needs a New Talent Strategy Our clients enter a market through acquisition, hire a leader to be its champion for growth [the CEO], and begin to rapidly scale the local market. As the new market grows, they search for other local complementary businesses to tie under the newly hired CEO. Assuming performance, the goal is for the new CEO is to grow into the market leader responsible for multiple companies. This PE client is a top-decile private equity fund with a long history of successful investments in professional, residential, and tech services. This specific holding company is an investment out of its 9th fund, which will have ~$4.5 billion of committed capital and is focused on acquiring and growing residential home services companies. Company revenue has grown from $0 to $400M in 12 months. Their executive leaders who are building this firm are experienced PE operators and represent an all-star team. Past CEO and GM hires have included high performing Veterans with strong leadership skills and next-level execution abilities. Military profiles include leaders from Special Forces, Ranger Regiment, the nuclear Navy, USMC Infantry and MARSOC, etc. Position Details: This is an opportunity to be a CEO at one of the company's partner brands. The CEO will oversee all aspects of a location's day-to-day operations; the person is the ‘sunrise and sunset' for the entire business. The CEO will drive growth, performance metrics, create an amazing workplace culture and develop all staff and management, constantly striving to be a world-class operator and helping others to do the same. You will own the full operating P&L of a specific geography in the continental US and will be responsible for driving organic growth of the business. You will be supported by regional presidents, partner services teams that work at the holding company level, and adjacent business CEOs. Additional primary responsibilities will include: Successful integration of tuck-in acquisitions that occur in your market area Hiring and managing business leaders within your company Partnering with peer CEOs to ensure that best practices are shared across the full platform Working with peers and leadership to share best practices Your Professional Qualifications: 3-5+ years post-military experience of demonstrated P&L ownership and growth. Key attributes for the right hire: Unmatched will to win as a team Ownership mentality Growth mindset Able to identify opportunities, motivate employees, and create a culture of growth Data-driven decision making KPI focused Servant leader mindset History of building great teams of A-players with high retention Enjoys building a team-first mentality Bias for action History of operating at high pace of play Deep respect for blue-collar workers Compensation: Mid to High $200Ks OTE Performance-based equity Industry-leading benefits package

Kossoris Search is a recruiting agency specializing in the placement of high-profile attorney partners and groups, both in the United States and internationally. You will help run the day-to-day of the office, staff, and partner with another lead administrative coordinator in Westwood, Los Angeles. Note our CEO has an office and focus in New York, and we are on East Coast hours. You should be highly resourceful, reliable, meticulous, and enjoy a fast-paced business environment. We cater to elite law firms and partner-level lawyers who are at the top of their game. Our CEO has a demanding schedule and operates at a very high level. Qualifications / Requirements Bachelor's degree required. Experience providing strong administrative support to a high-level executive or team is a plus. A background in human resources is a plus. Recent college graduates that are fast learners, interested in law, and highly organized are also encouraged to apply. Professional demeanor with the ability to interact will all levels, including strong “A” personalities. Outstanding verbal and written communications, including well-presented written materials, and editing/proof reading ability. Exemplary organizational and time management skills, able to multitask and prioritize to meet deadlines. Ability to work independently. Accuracy, attention to detail, and timely follow-up on outstanding items. Excellent interpersonal skills. Ability to manage sensitive situations with tact and professionalism and maintain confidentiality. Sound judgment, capable of analyzing situations and recommending solutions and alternatives. Strong initiative and readiness to take on special projects and/or additional tasks, with the ability to prioritize and manage multiple projects simultaneously. Tech-savvy and experienced in using Google Suite, Microsoft Office, etc. Responsibilities Provide prominent level administrative and personal support to the CEO. Manage and maintain the CEO's calendar, including scheduling appointments (including personal), meetings and travel arrangements. Incumbent will be responsible for extensive booking of meetings and calls between the CEO, clients, and attorneys. Incumbent will be responsible for keeping meticulous records and accurate calendar of meetings, calls, personal appointments, etc. Incumbent will be working closely with CEO's business manager, IT personnel, Admin Assistant and HR Manager so an elevated level of professionalism, discretion and trust is absolutely necessary. During any down times you will assist the office with recruitment for the CEO's business. You must have a passion and ability to source talent and recruit for internal positions. Managing and/or contributing to special projects as needed. Skills: Data entry proficiency for accurately inputting information into calendar, spreadsheets, etc. Familiarity with phone systems for managing calls and taking accurate messages. Projection coordination abilities to assist in managing various projects as assigned by the CEO. Personal assistant skills to provide support in personal matters as needed by the CEO. Prioritize and manage multiple projects simultaneously. This position is NOT remote and requires someone who can work from 7 to 10 hours per day, 5 days a week (sometimes 6 days, if needed) and who has a car (and insurance) in good condition to drive to and during work hours. Please note that this job description is not exhaustive and additional duties may be assigned based on business needs. Job Type: Full-time Please send resume to *************************

About DelMorgan With over 150 years of combined experience and over $250 billion in successfully completed transactions, the professionals at DelMorgan provide world-class financial advice and assistance to companies, institutions, governments and individuals around the world. Our services are fundamentally centered on achieving our clients' aims to consummate strategically important transactions and to enhance shareholder value. Position Overview The Managing Director fulfills a key leadership role within our investment banking group. Primary responsibilities include generating new business for the firm, managing existing client engagements, closing deals, and overseeing junior Banking staff. This is an opportunity for growth, responsibility and building wealth for the ideal candidate. Key Responsibilities · Actively purse business development opportunities and market a full range of services to prospective clients; · Create and manage new deal flow and originate new client engagements that fit the strategy of the firm; · Develop client networks, establish and maintain pipeline and support efforts in developing and executing sales and marketing strategies; · Lead transactions in all stages, from initial client pitch to transaction closing; · Extraordinary day-to-day deal execution, negotiation and closing skills; · Communicate financial information and strategic issues in a clear, concise and relevant manner to assist and guide executives in corporate finance transactions; · Demonstrate extraordinary attention to detail on client deliverables; · Maintain and manage client relationships and be actively involved at the key strategic points of each transaction; · Provide leadership, professional development and mentoring for junior staff; Desired Skills and Experience · 10 plus years of experience at boutique or regional investment bank with demonstrable M&A execution experience · Ability to make effective decisions by analyzing information and considering priorities; · Demonstrated experience with managing day-to-day aspects of client relationships and projects; · Demonstrated record of leadership and effective management; · Previous success and proven track record in new business development and closing investment banking transactions; · Deep understanding of the capital marketplace, including deal multiples, pricing, structure, potential financing sources and buyers; · Understanding of capital advisory services and the M&A process, complex transactions, creating buyer/seller strategies, deal structuring and negotiation; · Significant client interaction and experience, particularly showing the ability to develop strong and influential client relationships; · Bachelor's or Master's degree in Finance, Accounting or Economics or an MBA, CFA; · Strong leadership and management skills, combining sound judgment, team building and clear communication skills; · An appetite to work in an entrepreneurial environment with the ability to think creatively playing a key role in engineering the firm's long-term success; · Passionate about our firm's commitment, mission, core values and driven to build a high-impact organization

At Eureka!, we make people feel good and feel alive through our shared values of Energy, Discovery, and Community. Eureka! embodies the delight in finding, discovering, or solving something, and this joy begins with you. Our values-driven culture is full of passionate individuals serving those eager to explore a local blend of America's best. Whether it's fulfilling cravings or creating new discoveries, our goal is to provide exceptional experiences for our guests while fostering an excellent workplace for our team. If this resonates with you, keep reading! Purpose of the Position Lead and manage the financial strategy, planning, and operations of Eureka! Restaurant Group to ensure sustainable growth and financial stability. Act as a strategic partner to the CEO and Senior Leadership Team (SLT) while overseeing financial reporting, budgeting, investor relations, and risk management. This is an exempt position that reports to the Chief Executive Officer (CEO) and is based at the Support Center in Los Angeles, CA (preferably near Hawthorne), with occasional travel to restaurant locations for financial audits and strategic planning. Essential Functions Embrace and embody Eureka!'s values of Energy, Discovery, and Community. Demonstrate a passion for the Eureka! brand and its growth. Maintain a growth mindset and entrepreneurial spirit. Exhibit strong financial acumen and strategic decision-making skills. Foster collaboration and cross-functional teamwork across departments. Communicate effectively in all forms, including verbal, written, and digital mediums. Build and maintain strong interpersonal relationships with teams, stakeholders, and investors. Analyze financial data with precision, offering actionable insights and recommendations. Essential Job Functions Financial Strategy & Leadership Develop and implement financial strategies aligned with the company's growth objectives. Provide financial insights and recommendations to support strategic decision-making. Oversee financial planning, forecasting, and budgeting processes. Identify and evaluate investment and expansion opportunities. Financial Reporting & Compliance Ensure accurate and timely financial reporting in compliance with GAAP and regulatory requirements. Oversee the preparation of financial statements, tax filings, and audits. Implement and maintain robust internal controls to mitigate financial risk. Ensure compliance with all local, state, and federal financial regulations. Financial Operations & Risk Management Optimize cash flow management, financial controls, and cost efficiency. Assess financial risks and develop risk mitigation strategies. Lead capital allocation strategies and oversee financing activities. Manage relationships with financial institutions, investors, and external stakeholders. Team Leadership & Development Build, develop, and mentor the finance and accounting team. Collaborate with operations, marketing, and other departments to align financial goals. Drive a data-driven culture and financial accountability across the organization. Technology & Financial Systems Oversee the implementation and utilization of Toast POS for financial tracking and restaurant performance optimization. Ensure Toast data integration with financial reporting tools and ERP systems. Leverage Toast analytics to drive operational and financial efficiencies across locations. Collaborate with IT and operations teams to enhance financial data accuracy through Toast. Position Responsibilities Communicate financial performance, forecasts, and risks to the Senior Leadership Team (SLT) and Board of Directors. Work with restaurant operators to ensure financial practices align with business operations. Provide insights and recommendations during the annual budgeting process. Develop and maintain financial contingency plans and risk management strategies. Collaborate with third-party auditors, consultants, and external advisors. Analyze industry trends and assess their potential impact on Eureka!'s financial strategy. Requirements Include Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred). Minimum 15+ years of financial leadership experience, preferably in restaurants, hospitality, or multi-unit retail environments. Strong expertise in financial planning, cost analysis, and risk management. Experience managing investor relations, banking relationships, and capital structures. Proficiency in financial software and ERP systems (e.g., Restaurant365, NetSuite, QuickBooks). Strong knowledge of GAAP, tax regulations, and financial compliance requirements. Ability to lead and develop high-performance teams in a fast-paced environment. Qualifications Strong leadership and mentoring capabilities. Exceptional analytical skills and attention to detail. Ability to work in a fast-paced, dynamic environment while managing multiple priorities. Hospitality experience is highly desirable. Physical Demands & Work Environment Position requires prolonged sitting, occasional lifting of up to 25 pounds, and repetitive hand and wrist motions. Regular travel to restaurant locations may be required, sometimes with short notice. Occasionally work in high-pressure environments requiring quick decision-making. At-Will Statement & Disclaimer This position is at-will. Employees may resign at any time for any reason, with or without notice. Similarly, Eureka! retains the right to terminate employment at any time, for any reason, with or without notice. This job description outlines the primary responsibilities and qualifications of the role but is not exhaustive. Other related duties may be assigned as needed. EEO STATEMENT We are committed to creating a diverse and inclusive workplace where all employees feel valued and empowered. We are proud to be an equal opportunity employer, and we do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other legally protected characteristic. We believe that diversity drives innovation, and we celebrate the unique perspectives that each team member brings. All hiring decisions are based on qualifications, merit, and business needs to ensure a fair and equitable workplace for all. If you're ready to drive financial excellence at Eureka! Restaurant Group, apply today!

Essential Duties & Responsibilities Oversee investor onboarding, transfers, and account modifications. Build and maintain strong stakeholder relationships, addressing inquiries and requests effectively. Develop and refine processes to optimize efficiency and scalability. Communicate key updates and insights to internal stakeholders, such as the sales team. Set team goals, monitor performance, provide feedback, and lead team meetings to prioritize tasks and projects. Collaborate with executive leadership to align with firm-wide strategic objectives. Manage the preparation and distribution of fund communications, including quarterly reports, account statements, and tax packages. Ensure all external communications meet regulatory standards and best practices. Oversee fund onboarding at major custodians (e.g., Schwab, Fidelity, Pershing, CNB, RBC, Inspira). Maintain relationships with fund administrators and vendors, conducting regular performance reviews and service evaluations. Identify and implement technology-driven solutions to enhance investor experience and streamline operations. Actively participate in the Salesforce Committee, contributing to the development and maintenance of investor onboarding platforms and portals. Manage the Investor Relations project timeline, ensuring timely execution of deliverables and strategic initiatives. Experience Minimum of seven years in Investor Services, Advisor Services, or Investment Operations. At least ten years of experience in Real Estate and/or Financial Services. Strong understanding of regulatory, compliance, and legal considerations in investment operations preferred. Experience working with registered representatives, wirehouses, broker-dealers, RIAs, and investors. Bachelor's degree in Business Administration, Finance, or a related field preferred but not required. Series 7 or IRC certification is a plus. 4o

Our client is a Global Multi-Media Technology and Entertainment Firm in LA seeking a Senior Director of Global Finance Transformation specialized in Financial ERP systems to be a lead for the company. This person will work with Global Technology, Accounting, Finance, HR, and Operations Team. This position can sit in their Downtown NYC location. This professional will lead the companies global ERP Financial integration and transformation into utilizing Workday and Workday Adaptive Insight working with internal stakeholders from all of their global departments. Responsibilities: Drive the end to end effort to operationalize accounting and finance initiatives and measure/track key strategic initiatives through management of project scope, deliverables, routines and tasks, including: Owning all post-acquisition accounting and FP&A integration Create and own project plans, project charter and other artifacts Plan and facilitate working sessions with business and technology stakeholders Facilitating and supporting efforts of prioritization Develop new processes in collaboration with business; document and deliver trainings for the business Manage risk and issue resolution process through collaboration with business leads to ensure swift corrective action Continuously identify opportunities and make actionable recommendations to improve processes and standards of the Finance team; Effectively communicate across different audiences and ability to manage up, lateral and down Build and manage trusting relationships with internal stakeholders between technology and the business within the CFO organization Manage multiple viewpoints from business stakeholders across departments on ambiguous topics to build consensus and achieve positive outcomes to realize the intended goal(s) Provide hands-on support to stakeholders, peers and directs to help transform ideas, progress through blockers, and monitor progress Gather, document, analyze and draw conclusions regarding complex data and information; succinctly present findings to various audiences in a consumable presentation Develop a new level of subject matter expertise around the procedure, process or technology within the scope of the initiative responsibilities. Setting key performance indicators to measure and improve team/project performance. Manage multiple highly visible initiatives with minimal oversight Qualifications: Bachelor's degree in business administration, finance, organization development, communication or related discipline Experience with Workday and Workday Adaptive Insights ERP systems 10+ years of Experience in Accounting or Finance before transitioning to Financial Systems +5 years of Workday Financial Systems Integration, Strategy, and Execution Excellent data analysis and manipulation skills for the creation and packing of reports for management