Career Matrix July 2013

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1 CAREER MATRIX http://www.AllianceResourceGroup.com Position Title Industry Location Base Salary Bonus Description / Requirements Date SVP, Director of Finance Financial Services Orange County 160-175k Yes We have secured an exclusive partnership with a publicly traded, acquisitive, and rapidly growing company headquartered in Orange County. This executive-level position reports directly to the CFO and is responsible for orchestrating and managing the financial planning and forecasting process for the company. In addition to the monthly/annual reporting and administrative functions, this role also provides consultative support to guide and facilitate strategic business objectives. To qualify for this sought-after position, candidates must have prior experience operating as a Director or Head of Corporate Finance functions within a financial institution. Experience working within high-growth environments is strongly preferred. Advanced education and/or certifications required along with track records that reflects upward mobility, stability, and strong leadership skills. This position is eligible for a competitive base salary, a generous bonus incentive, and a stock component. 6/2013 Financial Planning & Reporting Manager Financial Services Orange County $130-160K Yes Our client is a stable, yet growing financial service company and new role has been created that will oversee a team to support 5-6 business units in financial planning and reporting including: budgeting, forecasting and strategic planning. The successful candidate will be a CPA/MBA with 10+ years of experience in public accounting and private industry FP&A 4/2013

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Transcript of Career Matrix July 2013

Page 1: Career Matrix July 2013

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CAREER MATRIX http://www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

SVP, Director of Finance Financial Services Orange County 160-175k Yes

We have secured an exclusive partnership with a publicly traded, acquisitive, and rapidly growing company headquartered in Orange County. This executive-level position reports directly to the CFO and is responsible for orchestrating and managing the financial planning and forecasting process for the company. In addition to the monthly/annual reporting and administrative functions, this role also provides consultative support to guide and facilitate strategic business objectives. To qualify for this sought-after position, candidates must have prior experience operating as a Director or Head of Corporate Finance functions within a financial institution. Experience working within high-growth environments is strongly preferred. Advanced education and/or certifications required along with track records that reflects upward mobility, stability, and strong leadership skills. This position is eligible for a competitive base salary, a generous bonus incentive, and a stock component. 6/2013

Financial Planning & Reporting Manager Financial Services Orange County $130-160K Yes

Our client is a stable, yet growing financial service company and new role has been created that will oversee a team to support 5-6 business units in financial planning and reporting including: budgeting, forecasting and strategic planning. The successful candidate will be a CPA/MBA with 10+ years of experience in public accounting and private industry FP&A 4/2013

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2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Controller Manufacturing Orange County 140-160k Yes

This challenging role will manage day-to-day accounting and G/L functions for the entire company. Additional responsibilities include global consolidations, preparation of financial statement packages for management, working with external auditors, and managing a team of highly competent accounting professionals. To qualify, candidates must have prior public accounting experience with a CPA license. Manufacturing industry experience is also required. 7/2013

Director, Accounting Analysis Financial Services Los Angeles 140-150k Yes

Our client is a multinational financial services company with several billion dollars in assets under management. The Director of Accounting Analysis supports the Controller and CFO through technical accounting research, analysis and documentation of complex and/or unusual transactions. This position is also responsible for interpreting new and emerging accounting matters, as well as maintaining formal accounting policies. To qualify for this exciting role, candidates must possess exceptional technical accounting skills with the ability to draft accounting position papers. Prior public accounting experience is also required with an active CPA license. 6/2013

Director, Accounting and Financial Reporting Professional Services Orange County 130-150k Yes

Our client is a financially sound, private equity backed company that is poised for a successful IPO in 6-12 months. They offer an excellent work environment with unlimited opportunities for continuous professional growth and development. The successful candidate will be tasked filing the company’s S-1 filing and managing their internal and external SEC reporting and technical accounting functions. To qualify, candidates must have a blend 7/2013

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2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date of Big 4 and private industry experience. All qualified candidates will have strong technical accounting research and SEC reporting experience. A CPA is required.

Assistant Corporate Controller Professional Services Orange County 130-140k Yes

We have secured an exclusive partnership with a highly profitable, private equity-backed company that is poised for an IPO or transaction within the next few years. They offer a very dynamic work environment with plenty of opportunities for professional growth and advancement. This challenging role reports directly to the VP of Finance and will oversee all technical accounting, financial reporting, accounts payable, fixed assets and consolidation functions. Additional responsibilities include working with external auditors, providing acquisition support, and bank compliance reporting. This position will also be on a Corporate Controller succession plan. Requirements: *A blend of public accounting and private industry experience. Prior experience working for a Big 4 CPA firm is highly desired. *Experience managing day to day accounting functions within a large organization is highly desired *Requires strong managerial skills with a proven track record in developing high performing teams *Requires strong leadership skills including experience interfacing with executive management, executing on company-wide initiatives, and developing strong partnerships with all functional disciplines within the company. 6/2013

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2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Director of Financial Reporting Retail Los Angeles

County 120-140k Yes

Our client is a financially sound and growing company in the retail industry. Reporting to the Corporate Controller, the Director of Financial Reporting & Technical Accounting will conduct SEC and internal reporting that assures compliance with GAAP and Sarbanes-Oxley. Will also interpret technical accounting literature and lead accounting department through implementation of new accounting pronouncements. To qualify, candidates must have 7-10 years of relevant experience, preferably in public accounting and/or the private industry. Must be adept with SEC reporting and strong technical accounting experience. A CPA license is required. 4/2013

IT Audit Manager Financial Services Orange County 110-140K Yes

Our client is large multi-national company and the IT department is looking for a strong IT Audit Manager to act as the external audit liaison and assist with complex risk assessments and data security controls. Candidates should have 7-10 years of Big 4 audit experience, CISA certified and a strong aptitude in application controls and ITGC 5/2013

Financial Reporting Manager Service Orange County 110k-130k Yes

Our client is a global, well capitalized company that is poised for a highly probable IPO. This position will have full control of the SEC document, handle technical research and apply new accounting pronouncements. The company is growing exponentially and offers a great work environment, unlimited growth and advancement potential, generous bonuses, comprehensive benefits, and a great work/life balance. A blend of public and private experience is preferred, and a CPA is mandatory.

Offer Pending

Senior Planning Analyst (2) Financial Services Orange County 90-125K Yes

Global investment management company – this role supports corporate FP&A, management reporting in SAP and special projects. Candidates need to have a MBA and large-company project finance experience (financial modeling) or investment banking. 2/2013

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2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Assistant Controller or Equivalent Real Estate Orange County 80-120k Yes

Minimum of five to eight years’ experience in accounting, public accounting and CPA preferred but not mandatory. Real estate or retail experience is a high plus.

5/2013

Division Controller Professional Services Orange County 100-115k Yes

Great opportunity to work for a highly profitable and growing PE-backed company. This unique role will manage both accounting and finance functions for one or more divisions, supervising a staff of two experienced professionals. This position will also have heavy exposure to operations and senior management. To qualify, candidates will have at least 7 years of relevant experience within larger organizations. A CPA with prior public accounting experience is strongly desired. Must have strong management and communication skills.

Offer Pending

Senior IT Auditor Financial Services Orange County 85-110K Yes

Our client is large multi-national company and the IT department is looking for a strong IT Senior Auditor to assist with the external audit and conduct complex risk assessments and data security controls. Candidates should have 3-5 years of Big 4 audit experience, CISA certified and a strong aptitude in application controls and ITGC 5/2013

Senior Analyst or Manager, Banking Analytics

Banking Orange County 80-100k Yes

Our client is a publicly traded financial institution with over $2 billion in AUM, operating a multidisciplinary business that provides banking, real estate, and mortgage-related services. Reporting directly to the CFO, the successful Senior Analyst or Manager will be responsible for performing the financial allowances for loan and lease losses, purchased credit impaired evaluation of loans and loan pools including performing financial statement analysis. To qualify for this specialized role, candidates should have 5+ years of related experience within a banking environment. The successful candidate should also possess a proven track record of producing quality work and a desire to be part of a rewarding and friendly environment. 6/2013

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2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Accounting Manager (Mortgage Operations) Financial Services Orange County 90-100k Yes

We have secured a partnership with a rapidly growing and acquisitive subsidiary of a publicly traded company. Reporting to the Senior Vice President, the accounting manager will be responsible for accounting within the mortgage division. To qualify, candidates must have prior mortgage accounting experience. Knowledge of FAS 157 and 159 is strongly preferred. Must be adept with GAAP with a hands-on management style. 6/2013

Senior Analyst (Private equity) Investments Orange County 90-110K Yes

This group is a smaller team in comparison to other divisions of this multinational company but rapidly growing in invested funds. This newly created position will be supporting investment analytics, reporting and will works directly with all channels in this investment group. Candidates should have 7 to 9 years of experience supporting Big 4 audit in investment management and private industry experience in fund reporting or analysis. A CPA is strongly preferred 6/2013

Western Region Controller Technology Los Angeles

County 80-100k Yes

Our client is a high end producer of precision equipment for manufacturing companies. Reporting to the Regional Vice President, the successful candidate will handle all the reporting, analysis, and sales support for the Western Region. To qualify for this unique role, candidates must have experience supporting sales and/or operations with at least 5 to 7 years of relevant experience. A CPA is preferred but not required. 6/2013

Senior SOX Auditor Consumer Products Inland Empire $75-80K Yes

Our client is a large public manufacturing/distribution consumer products company and they’re growing leaps and bounds! If you’re looking for a solid and reputable company to work for, you need to inquire about this position. To qualify you will need to have audited or have worked for an international company, as there will be financial and operational audits for multiple international locations. A CPA and pubic accounting experience is highly preferred. There is a min. of 8 weeks of international travel required. 5/2013

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2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Finance Manager Consumer Products & Services Orange County 75-90k No

Our client is a fast growing consumer products distribution company looking for the right hand person to the CFO. This person will be heavily involved in the data aggregation and financial analysis for all company and product performance on a monthly, quarterly, and annual basis. The right candidate must be an expert in excel with excellent problem solving skills and communication skills. 5/2013

Senior Accounting Analyst Investments Orange County 85-95k Yes

Our client is a well-established company and one of the largest employers based in Southern California. This unique role will handle complex accounting functions as well as financial analyses for the company’s more complicated transactions. This highly visible role will support VPs throughout the organization and provides guidance to a team of professionals. To qualify, candidates will have 5-6 years of relevant experience, preferably within public accounting. CPA preferred. 8/2012

Senior Analyst, Financial Reporting Banking Orange County 70k-80k No

We have secured a partnership with a growing, financially sound, and acquisitive financial institution headquartered in Orange County. Our client currently has AUM of approximately $2 billion with plans on reaching $5 in AUM within the next few years. This growth has created the need for a talented Senior Analyst within their financial reporting department. This position will serve as a lead analyst responsible for assisting in all financial and regulatory reporting functions, technical accounting, and interface with external auditors. To qualify, candidates must have current or prior SEC reporting experience. Prior public accounting experience is desirable but not a hard requirement. The successful candidate will receive a strong compensation package, excellent benefits, and significant professional development opportunities.

Offer Pending

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2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Senior Financial Analyst Consumer Products Orange County 75-90k No

This position reports to a Manager of Finance within a billion dollar consumer products company. This position will focus specifically on supply chain, and inventory management support. To qualify, candidates must have 3-5 years of financial analysis with strong manufacturing experience within larger organizations. MBA a plus. 6/2013

Senior Financial Analyst Consumer Products Orange County 75-90k No

This position reports to a Manager of Finance within a billion dollar consumer products company. This position will focus specifically on transportation and logistics, and interface heavily with operations, sourcing, and manufacturing. To qualify, candidates must have 3-5 years of financial analysis with strong manufacturing experience within larger organizations. MBA a plus. 6/2013

Planning Analyst Financial Services Orange County 75-85K Yes

Global investment management company – this role supports corporate FP&A, management reporting in SAP and special projects. Candidates need to have 4-6 years of corporate finance experience in a large corporation including: budgeting, forecasting and financial reporting. A MBA is a strong plus 6/2013

Senior Internal Auditor Investments Los Angeles 75-85k Yes

This is a newly created position responsible for performing operational audits within a large, sophisticated environment. To qualify for this challenging role, candidates must have 3-5 years of relevant experience, preferably with current or prior Big 4 internal audit experience and a strong understanding of risk assessment. 12/2012

Senior Tax Accountant Technology Orange County 75-90K Yes

Growing public company seeking a well versed tax professional with 3-5 years of hands-on tax experience. You will be responsible for filing excise tax, sales tax, VTAX, and other tax returns. You will also be responsible for federal and state tax returns. CPA is a plus. Big 4 experience is also a plus. 5/2013

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2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Financial Analyst Real Estate Los Angeles County 75-90K Yes

Our client is a large real estate company located near Long Beach. We are seeking a financial analyst that will support the Controller in supplying data for potential real estate acquisitions. The ideal candidate would have several years working at the Big 4 within the real estate practice. 6/2013

Senior Accountant Financial Services Orange County 70-80k Yes

This is a great opportunity for a motivated accounting professional who aspires to move into management. The Senior Accountant will handle a variety of technical accounting and financial analysis duties and will be groomed for an Accounting Manager promotion. Current or prior public accounting experience is required.

Offer Pending

Senior Internal Auditor Service Orange County 70k-80k Yes

Our client is a global, private equity-backed company that is poised for a highly successful IPO. The company is growing exponentially and offers a great work environment, unlimited growth and advancement potential, generous bonuses, comprehensive benefits, and a great work/life balance. To qualify for this exciting role, candidates must have at least three years of public accounting experience. CPA preferred. 4/2013

Senior Accountant Technology Orange County 75-85k Yes

Our client is expanding rapidly and they are looking for a Senior Accountant to work on the corporate accounting team. To qualify, candidates will have 3-5 years of Big 4 experience and/or a mix of public and private industry experience. 6/2013

Senior Accounting Analyst (3) Financial Services Orange County 75-85K Yes

This position provides accurate and timely investment reporting on a quarterly and annual basis, as well as ad-hoc reporting to Investment Management’s main consultants, to include rating agencies, BOD’s Investment Committee, etc. To qualify, candidates must have prior investment accounting experience (public or private). CPA preferred 3/2013

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2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Senior Real Estate Analyst Financial Services Orange County 70-85K Yes

Our client is a large financial services company located in Orange County seeking a strong accounting professional with experience working within real estate, ideally property management with real estate portfolio accounting. The best suited candidate will have a CPA and or Bachelor’s degree and real estate experience. 4/2013

Separate Fund Platform Analyst Investments Orange County 65-85k Yes

Global financial services firm with impeccable reputation and culture is looking for a high potential candidate with two to five years’ experience and excellent communication skills. Excellent environment with great growth potential. 5/2013

Treasury Analyst Financial Services Orange County $65-80K Yes

Our client is a subsidiary of large, well-known company. This division has grown steadily and this newly created position will support the Director of Finance in analyzing debt financing strategies, cash flow analysis and contract review. The ideal candidate will have a strong understanding of financial modeling (NPV. IRR, DCF tools), economic theory and 2-5 years of analysis experience post Bachelor’s degree. 3/2013

Senior Internal Auditor High Technology Orange County $70-80K Yes

Global distribution company is expanding in Asia and Latin America. The Internal audit team is looking to expand support by adding on an Operational/Financial Auditor. Candidates should have a Bachelor’s degree and 3 to 5 years of financial audit, a strong understanding of GAAP and exposure to clients/companies with international operations. 6/2013

Lead Senior Accountant Investments Orange County 70-80k Yes

This exciting role will be responsible for a variety of technical and analytical functions within the investment area. Our client offers excellent benefits including generous bonuses and extensive training. To qualify, candidates must have 3-4 years of public accounting experience.

Standing Order

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2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Senior Reporting Accountant Real Estate Orange County 70-80K Yes

A successfully commercial property REIT is looking for a Senior Accountant to review and prepare the consolidated financials of multiple property portfolios. Candidates need to have a BS is Accounting or Economics, 2-3 years in Big 4 audit with commercial real estate clients. 6/2013

Senior Accountant Consumer Products Inland Empire 65-75K Yes

Large public consumer products manufacturing and distribution company seeking a solid Senior Accountant with 3+ years of public accounting experience, ideally from the Big 4 and a CPA license. Mid-tier public accounting firms are okay as well. 4/2013

Senior Accountant High Technology Orange County 70-75K Yes

Our client is a large technology company based in South Orange County. We are seeking two Senior level Accountants. One to support cost/inventory accounting and the other to support consolidations & reporting. Both positions prefer Big 4 CPA’s and candidates that worked in large public companies. 6/2013

Senior Accountant (Mortgage Accounting) Financial Services Orange County 65-75k No

Our client is a profitable and growing division of a publicly traded company. This role will handle a broad range of accounting and analytical functions within a rapidly-growing mortgage environment. To qualify, candidates must have a strong command of GAAP with strong technical and analytical skills. Prior public accounting experience is a big plus but not necessarily a requirement. 6/2013

Senior Financial Analyst Manufacturing Orange County $70 to 80K No

Supports a $100-200MM manufacturing facility and focus on both corporate accounting and financial analysis including: budgeting, variance analysis, profitability / cost analysis. Candidates should have 3-5 years of experience in accounting (prefer manufacturing or distribution), strong Excel and ERP systems experience. 6/2013

Senior Accountant Investments Orange County 60-75k Yes

Responsible for the quality and accuracy of the team deliverables, including client records, and month-end valuations. The scope of responsibility ranges from performing these activities to validating them through controls and ensuring compliance with procedures and 6/2013

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2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date best practices. To qualify for this exciting role, candidates will have 2-3 years of general accounting or public accounting experience.

Accountant Restaurant / Retail Orange County $60-65K No

This growing restaurant chain is looking for a dynamic accountant to support the Controller as their company doubles in size over the next 12 months. Duties include: month end close, financial reporting, account reconciliations, accounts payable review and fixed assets. Candidates need to have a 4+ years in general accounting supporting retail operations 6/2013

Staff Accountant Financial Services Orange County 50-55K Yes

The GPA group is looking for an accountant to either assist with fund accounting or cash applications / GL for the operations team. This is an excellent opportunity for a motivated entry level candidate. A Bachelor’s degree with 1-2 years of experience in public accounting or larger corporation experience is required. 6/2013

Staff Accountant

Advantage Sales & Marketing

Orange County

40-50k

Yes

This role will support one or more divisions and is responsible for various month-end close activities including journal entries, balance sheet reconciliations, account analysis, etc. To qualify, candidates will have 1-3 years of corporate accounting experience. 6/2013

Cost Analyst Manufacturing Orange County 45-60k No

Responsible for reconciling inventory, analyzing costs and variance reports on materials and freight, and providing month end support. A Bachelor’s degree with 1-2 years of manufacturing experience required. 3/2013

Collections Specialist Service Orange County 45k No Seeking a strong Collections Specialist. No degree required. 3+ years of hands-on experience required.

6/2013