79 results for Chief Risk Officer in Newport Beach Ca

Operational Risk Analyst We are on the lookout for a meticulous Operational Risk Analyst to be a part of our team within the Financial Services industry. Our office is located in El Monte, California. In this role, you will be chiefly responsible for managing operational risk programs, liaising with different risk and compliance areas to establish program requirements, and contributing to the development and enhancement of policies and procedures. Responsibilities • Implement and manage assigned operational risk processes, tools, policies, standards, and procedures in line with Operational and Enterprise Risk Management Frameworks. • Participate in Operational Risk related projects and initiatives, proposed product/system development, enhancements, and process improvements. • Assist in the aggregation of enterprise-wide identification of control exceptions, issue management, remediation, and change control monitoring, reporting, and documentation. • Contribute to the execution of the Enterprise-wide Risk and Control Self Assessments (RCSA) and the annual Enterprise Risk Assessment (ERA) from a Second Line oversight perspective. This includes QA/QC review, identification of gaps in processes or controls, and review of First Line remediation activities. • Provide Second Line effective challenge and oversight of First Line developed issues, risk mitigation strategies, and related action/resolution plans. • Assist in presenting risk assessment information, detailing relevant behaviors, activities, processes, and associated risk to ensure stakeholder awareness, support, and approval. • Conduct timely analysis of First Line risk, control, and loss history information to generate management and board-level risk profile insights and reports. • Manage, analyze, and report on relevant performance monitoring metrics including Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to track the effectiveness of risk management activities and potential adverse risk trends. • Help develop and facilitate ongoing risk management training to key internal stakeholders to empower business unit leadership and BRC’s to identify manage risk in an effective and consistent manner. • Collaborate with internal stakeholders such as business leaders and BRC’s, Compliance, and Internal Audit, to promote a culture of risk awareness and accountability. • Assist in managing Operational Risk Committee meetings by developing agendas and presentations, conducting necessary research, taking meeting minutes, etc. • Keep abreast of the industry, regulatory developments, and emerging risks and trends to ensure the effectiveness and relevance of the operational risk management program.

CFO - Chief Financial Officer We are on the hunt for a skilled Chief Financial Officer (CFO) to join our team in Glendale, California. As part of our organization, you will play an integral role in shaping financial strategies, overseeing budgeting processes, and managing organizational cash flow. This role also involves refining our financial and accounting systems, and fostering a supportive, inclusive culture within the finance team. Responsibilities: • Contribute to the development and implementation of our organization's strategy • Develop, maintain, and utilize financial models for accurate revenue forecasting and business planning • Oversee the management of a diverse portfolio of grants in collaboration with the Director of Grants Management & Compliance • Lead the annual budgeting process, conduct month-end close procedures, and manage ongoing forecasting • Manage the organization's cash flow and communicate financial requirements and implications of business decisions to leadership and the Board of Directors • Oversee the approval and processing of revenue, expenses, the general ledger, account maintenance, data entry, and financial record-keeping • Review, manage, and implement the automation of financial and accounting processes and systems • Implement tools and processes for financial reporting, cost accounting, and other departmental work management reports and accounts • Foster a work environment that supports the health, motivation, inclusivity, and equity of all staff • Collaborate closely with the Executive team on union relations and collective bargaining agreement matters

Quality Assurance Manager Position Overview:We are seeking an experienced and highly skilled Quality Assurance Manager to oversee quality assurance efforts, including implementing processes, managing compliance, and conducting audits to ensure adherence to internal and external standards. This role will focus on maintaining the quality of products and services, ensuring compliance with industry regulations, and achieving ISO certification.Key Responsibilities:<ol><li>Quality Management System (QMS) Development & Implementation:</li></ol><ul><li>Develop, implement, and maintain the Quality Management System in alignment with ISO standards and best practices.</li><li>Update quality assurance policies and procedures as needed.</li><li>Lead efforts to establish and maintain ISO certification.</li></ul><ol><li>Supplier Quality Assurance:</li></ol><ul><li>Conduct audits and evaluations of suppliers to ensure adherence to quality requirements.</li><li>Develop supplier quality assurance processes, performance metrics, and improvement plans.</li><li>Foster strong relationships with suppliers to ensure compliance and drive continuous improvement.</li></ul><ol><li>Production Oversight & Quality Assurance:</li></ol><ul><li>Oversee quality assurance during final assembly and integration processes, ensuring all components meet specifications.</li><li>Collaborate with manufacturing teams to ensure compliance with quality standards across all production stages.</li><li>Provide technical guidance to final assembly teams to meet quality objectives.</li></ul><ol><li>Quality Control & Process Improvement:</li></ol><ul><li>Implement systems to identify, address, and prevent quality issues.</li><li>Document and refine quality control procedures for all assembly operations.</li><li>Lead root cause analysis for quality incidents and develop process improvements to prevent recurrence.</li></ul><ol><li>Regulatory Compliance:</li></ol><ul><li>Ensure adherence to regulatory requirements and client specifications throughout supply chain and production processes.</li><li>Stay updated on industry standards to maintain compliance.</li></ul><ol><li>Team Leadership & Coordination:</li></ol><ul><li>Lead quality assurance activities, coordinating between operations teams.</li><li>Mentor and train personnel to promote a culture of quality and continuous improvement.</li></ul>

Human Resources (HR) Manager Our client, a well-known museum, is looking for a Human Resources Generalist. As the HR Generalist, you will be responsible for managing the compliance side of the Human Resources Department and you will be focused on ensuring the museum is compliant with state and federal laws and regulations. Responsibilities:1. Develop, implement, and monitor HR compliance programs to ensure the company's adherence to applicable laws, regulations, and policies.2. Stay updated with changes to employment laws and regulations; communicate updates to the HR team and senior management.3. Advise management on the company's compliance with laws and regulations through detailed reports.4. Conduct internal reviews and audits to ensure that compliance procedures are followed; address potential issues or discrepancies.5. Lead the preparation for and response to audits, inspections, and inquiries.6. Collaborate with HR team to enforce standards through appropriate disciplinary measures.7. Manage and maintain accurate records of compliance activities.8. Develop and conduct employee training sessions on compliance related topics.9. Oversee workers compensation, 401k, and benefits programs Robert Half is looking for a candidate with at least 5 years of HR experience with an in-depth knowledge of the industry’s standards and regulations. Outstanding organizational and communication skills are also a must along with the ability to handle confidential information with discretion and professionalism. You will work onsite and the salary range is $75k-$85k. This will be a contract to hire position.

VP/Director of Finance We are looking to add a VP/Director of Finance to our team, based in Pasadena, California. The successful candidate will play a critical role in strategic financial planning, mergers and acquisitions, and operational finance management. They will also be instrumental in performance measurement, compliance and risk management, team leadership, and financial reporting and analysis. Responsibilities· Strategic Financial Leadership: Provide financial guidance to the CEO and executive team, translating strategic goals into actionable financial plans.· M& A Excellence: Lead the identification, evaluation, and execution of M& A opportunities. Oversee due diligence, financial modeling, valuation, negotiations, and post-merger integration to maximize value creation.· Operational Finance Management: Manage core financial operations, including accounting, budgeting, forecasting, and compliance, ensuring alignment with the company’s business objectives.· Performance Measurement: Establish robust systems to track, analyze, and improve financial performance. Regularly review metrics and provide actionable insights to enhance efficiency and outcomes.· Compliance and Risk Management: Ensure strict adherence to financial regulations and proactively manage risk across all financial operations.· Team Leadership: Build and lead a high-performing finance team, fostering a culture of excellence, accountability, and continuous improvement.· Financial Reporting and Analysis: Deliver accurate and timely financial reports for internal and external stakeholders, supporting informed decision-making.

HR Manager in Law Firm ONSITE Century City Law firm seeks HR Manager (Onsite) up to $180,000 DOE This is an onsite position. Compliance and Risk Management<ul><li>Ensure compliance with California and federal employment laws (e.g., wage and hour laws, leave policies, harassment prevention, and workplace safety).</li><li>Maintain accurate and up-to-date employee records, including I-9s, personnel files, and training documentation.</li></ul>Employee Relations and Engagement<ul><li>Serve as a trusted advisor to employees and management on HR-related issues.</li><li>Address employee concerns promptly and equitably, ensuring adherence to labor laws.</li></ul>Benefits and Compensation Administration<ul><li>Oversee administration of employee benefits, including health insurance, retirement plans, and wellness programs.</li><li>Ensure timely and accurate payroll processing in collaboration with accounting or payroll providers.</li></ul>Strategic HR Planning<ul><li>Collaborate with firm leadership to align HR initiatives with business goals.</li><li>Analyze HR metrics and provide insights to inform decision-making.</li></ul>There is growth into Director-level opportunity.

Netsuite Manager We are offering an exciting opportunity with one of our clients for a Netsuite Manager to join an East LA based team based. In this role, you will leverage your expertise in financial systems, SOX compliance, and project management to oversee and optimize NetSuite ERP systems. Your primary responsibilities will be to maintain system operability, ensure regulatory compliance, and manage various NetSuite-related projects. Responsibilities: • Oversee the daily operations of the NetSuite ERP system to guarantee optimal performance and reliability• Lead the enhancement and maintenance of modules including Procure-to-Pay, General Ledger, and Inventory Management• Ensure compliance with SOX controls for NetSuite processes and integrations• Steer the Software Development Life Cycle (SDLC) for system improvements and project delivery• Coordinate resources for end-to-end NetSuite-related projects, including integrations with platforms like Concur, Paycom, and others• Identify and implement system improvements for workflows including order-to-cash, purchase-to-pay, perpetual inventory, and account-to-report• Mentor and guide teams through NetSuite-related initiatives and support efforts to improve supply chain processes. For immediate consideration, apply now and ping Reid Gormly on LINKEDIN

IT Compliance Manager We are in search of an IT Compliance Manager to join our team in Riverside, California. In this role, you will be leading all IT compliance activities, ensuring alignment with regulatory requirements and organizational policies. You will develop and maintain System Security Plans (SSPs), manage Plan of Action and Milestones (POAMs) to address vulnerabilities, and ensure adherence to Sarbanes-Oxley Act (SOX) requirements. Responsibilities • Lead IT compliance activities at the site, aligning with regulatory requirements and organizational objectives• Develop and maintain SSPs to document security controls and procedures for IT systems• Manage POAMs to address identified vulnerabilities and deficiencies in IT systems• Stay updated on regulations related to Controlled Unclassified Information (CUI) and Cybersecurity Maturity Model Certification (CMMC)• Ensure that IT and data management practices align with CUI and CMMC requirements, including data encryption, access controls, and incident response procedures• Coordinate with internal teams and external auditors to conduct assessments and audits to verify compliance with regulatory standards• Management of Purview and Secude tools for CUI

Accounting Manager We are offering an exciting opportunity in the financial services industry for an Accounting Manager at our location in Corona Del Mar, California. As an Accounting Manager, you will play a crucial role in facilitating our daily finance operations and maintaining precise financial records. Your duties will include recording journal entries, reconciling accounts, and providing support for financial reporting and analysis. Responsibilities: • Accurately execute month-end and year-end closing procedures, including the preparation of journal entries and adherence to accounting standards. • Conduct detailed financial analysis to aid strategic decision-making. • Assure the accurate and timely recording of financial transactions through general ledger activities. • Verify accuracy and resolve discrepancies promptly in the processing of accounts payable and accounts receivable transactions. • Ensure compliance with accounting standards and regulatory requirements by staying updated with changes relevant to the industry. • Carry out regular reconciliations of bank statements, credit card statements, and other financial accounts for accuracy and completeness. • Prepare, analyze and distribute monthly, quarterly, and annual financial statements. • Prepare and process payroll while ensuring adherence to regulatory requirements. • Provide necessary documentation and explanations during periodic audits, working closely with internal and external auditors. • Prepare, file, and pay quarterly and annual sales tax returns to ensure the company's financial compliance. • Take up any other duties and projects as assigned to support the accounting and finance functions of the team.

Human Resources Manager Reputable law firm is growing! They are seeking a dynamic Human Resources Manager to join their team in Los Angeles, California. The role encompasses a range of HR functions, focusing on delivering exceptional service and clear communication. This role is instrumental in supporting the organization's growth. Responsibilities:• Delivering effective communication among all levels within the organization• Overseeing the hiring processes to ensure a smooth and efficient recruitment• Ensuring compliance with labor and tax laws, particularly in relation to payroll processing• Managing employee relations, fostering a positive work environment• Developing, implementing, and maintaining HR policies• Overseeing the administration of employee benefits• Utilizing Human resources software for efficient and effective HR management• Working in collaboration with the finance team, especially in the context of payroll processing• Utilizing skills in ADP - Financial Services and ADP Workforce Now to streamline HR processes• Ensuring accurate and timely payroll administration. To apply, submit resumes only to Vice President, Quidana Dove at Quidana.Dove< at >RobertHalf.< com >

Grants Manager We are offering a contract for a Grants Manager position in Pasadena, California. As a Grants Manager, your primary responsibility will be to oversee all public and private grants activities, ensuring accurate and timely submission of grant billing and reports. You will also be required to work closely with the Chief Financial Officer and other team members to meet the organization's objectives and maintain positive funder relationships. Responsibilities: • Manage the monthly logistics, preparation, and submission of a portfolio of grant invoices and periodic reports for a variety of funders • Guide other Grant Specialists in achieving agency objectives in grants management and funder relationships • Conduct quality assurance reviews and oversight of invoicing/reporting to ensure compliance with GAAP, Uniform Guidance Title 2 CFR 200, funder specific regulations/requirements, and internal controls • Ensure all grant invoicing aligns with contract guidelines and that reimbursement requests are correctly recorded in the accounting system • Assist with the month-end close process by tracking government receivables, booking estimates where applicable, reporting variances, and highlighting potential budget/maximization issues • Resolve any issues surrounding grant invoices including disallowed expenses or technical issues by working collaboratively with other staff members and funders • Perform periodic reconciliations of general ledger accounts and prior months to ensure that all applicable expenses are captured in monthly billing • Maintain the grant funding inventory and tracking worksheets, updating annually as grants renew • Participate in grant budget review and budget modifications processes • Track grant budgets and match requirements monthly to ensure funder compliance and maximum utilization, and recommend strategies to ensure spend down.

CFO We are offering an exciting opportunity for a Chief Financial Officer (CFO) to guide both the financial and operational functions of our organization. This role is based in Vernon, California, and involves working across different sites. The CFO will take a lead role in financial management, operations, and real estate property management, particularly in multi-entity and multi-site environments. Responsibilities:• Develop and manage the organization's financial and operational strategy, including budgeting, forecasting, and financial planning.• Ensure compliance with GAAP and regulatory requirements through efficient financial reporting.• Optimize efficiency across multiple sites and entities by implementing operational procedures.• Collaborate with the executive team for strategic planning, new site development, and expansion.• Oversee cash flow, capital expenditures, and risk management for real estate and property management portfolios.• Continuously improve financial and operational processes.• Provide leadership for mergers, acquisitions, and potential expansions.• Lead interactions with banks, auditors, and external partners.• Monitor Key Performance Indicators (KPIs), establish performance benchmarks, and develop actionable insights to meet organizational goals. For confidential consideration, please email your Robert Half recruiter. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number 00460-0013080883. email resume to [email protected]

Accounts Payable Supervisor/Manager We are offering a permanent employment opportunity for an Accounts Payable Supervisor in Los Angeles, California. In this role, you will be a key part of our team, overseeing the onboarding of new vendors, maintaining vendor records, and ensuring compliance with relevant regulations. This position is crucial to the smooth operation of our accounts payable functions. This is a hybrid role, in office: Tuesday – Thursday; remote: Monday and Friday Responsibilities: • Oversee the onboarding process of new vendors and maintain an updated vendor master list• Ensure vendors are appropriately classified for 1099 processing throughout the year• Develop and maintain data and reports such as aging reports and vendor reports• Streamline accounts payable functions through key initiatives and implementations• Manage the accounts payable ERP workflow for vendor approvers• Review the work of the Accounts Payable Vendor Management Associate and activate vendor records after all requirements have been met• Communicate with vendors to address inquiries and concerns• Escalate urgent payments to the Accounts Payable Manager for tracking• Foster strong relationships with vendors and manage vendor compliance• Process and reconcile vendor invoices and statements• Utilize accounting tools and software such as Dynamics AX and Concur for efficient data processing

PMO Sr.Financial Analyst We are offering a contract for a PMO Sr. Financial Analyst position in the automotive industry. This role is based in Torrance, California, United States. In this role, you will be responsible for managing and analyzing financial data for multiple departments and ongoing digital projects. Responsibilities: • Analyze and manage financial data for various departments and digital projects• Handle the budget management for 15 digital services projects, including OpEx and CapEx during the fiscal year• Oversee the Cost Plan for all projects, including labor associates internal contingents, project funded resources, and non-labor outsource software license, travel, and other expenses• Support departments with actual vs forecast and variance analysis and take action on variance countermeasure• Handle monthly accrual and ongoing cost management• Manage invoice processing and ensure compliance with financial regulations and company policies• Monitor project budgets and financial performance, identifying areas for improvement• Prepare financial reports and presentations for stakeholders• Develop strategies to mitigate potential financial issues• Collaborate with cross-functional teams including mobile and web development teams to enhance efficiency and effectiveness.

Accounting Manager (Construction) An exclusive opportunity has presented itself from one of our valued construction clients, stationed in Carlsbad. They are in search of a seasoned Accounting Manager who will exemplify leadership and exactness in their work. In this position, you'll be responsible for overseeing all accounting functions, ensuring financial statements are prepared correctly, and guiding your team to success. Responsibilities:<ul><li>Oversee, direct, and manage the accounting functions of the organization.</li><li>Prepare and present financial reports and risk analysis.</li><li>Ensure compliance with federal, state, and local legal requirements.</li><li>Evaluate, develop, and improve department controls, systems, and procedures.</li></ul>

Office Manager (Engineering) Our respected client, a leader in the engineering industry based in Carlsbad, is seeking a highly organized and efficient Office Manager. Your administrative expertise and ability to manage day-to-day operations will be fundamental to the smooth running of the organization. Responsibilities:<ul><li>Control administrative and office activities to ensure efficiency and compliance with company policies</li><li>Supervise administrative staff and divide responsibilities to ensure performance</li><li>Oversee the planning and execution of office operations and procedures</li><li>Provide direct support to the executive team, including scheduling, communication, and other administrative duties</li></ul>

Sr. Project Accountant (Growth into Accounting Manager!) We are offering an exciting opportunity for a Sr. Project Accountant growth path to becoming Accounting Manager! As a Sr. Project Accountant, you will play a crucial role parting with the VP of Accounting to support financial operations of the company, including monitoring project costs, ensuring compliance with financial regulations, managing cash flow, and supervising the accounts payable and receivable processes. Benefits: <ul><li>100% covered health insurance, up to 10-20% discretionary bonus, and great work-life balance. </li><li>Growth into an Accounting Manager and leadership opportunities in the future. </li></ul> Responsibilities:• Ensure accurate and timely preparation of financial reports, including monthly and year-end financial statements• Monitor and control project costs, tracking actual costs against budgeted amounts and report variances• Prepare and distribute job cost reports, providing insights into project profitability• Manage the billing process for projects, ensuring accurate and timely invoicing• Maintain organized and accessible financial records• Maintain excellent verbal and written communication with customers, subcontractors, and staff• Stay current on rules and regulations as they apply to company financial management

Payroll Manager Our distinguished client in Carlsbad is on the lookout for a competent Payroll Manager. Your core responsibility will revolve around managing the accurate processing of payroll, reconciling payroll sub-ledger to the general ledger, and remitting payroll taxes and government reporting. Responsibilities:<ul><li>Oversee the processing of payroll, ensuring all payments are made in an accurate and timely manner</li><li>Reconcile payroll sub-ledger and general ledger, working to remedy any discrepancies swiftly</li><li>Execute accurate remittance of payroll taxes and conduct detailed government reporting</li><li>Ensure legal compliance in all payroll matters, staying updated on changing payroll law</li><li>Monitor and streamline payroll processing system to ensure effective operation</li></ul>

Property Administrators Robert Half is currently seeking Property Administrators for ongoing opportunities in the San Fernando Valley. The Property Administrator is responsible for providing comprehensive administrative support to the property management team, ensuring efficient and effective management of the property portfolio. This role requires proficiency in Yardi software to manage various property management tasks, including financial reporting, tenant communications, and maintenance coordination. Key responsibilities include: Administrative Support, Tenant Relations, Yardi Software Management, Rent Collection and Financial Management, Maintenance Coordination, Compliance and Risk Management, Vendor and Contract Management, Property Marketing and Leasing, and Team Collaboration. For more information about these available opportunities and how to apply, please call 818-703-8818 today. Other duties as assigned:· Assist the Property Manager with daily operations and administrative tasks.· Prepare and distribute notices, correspondence, and reports as required.· Handle phone calls and inquiries from tenants, vendors, and other stakeholders.· Serve as the primary point of contact for tenant inquiries and issues.· Process lease applications, renewals, terminations, and conduct tenant move-in and move-out inspections.· Ensure timely communication with tenants regarding property events, maintenance schedules, and policy changes.· Utilize Yardi software for lease administration, rent collection, and tenant tracking.· Generate and analyze financial reports, including rent rolls, occupancy reports, and delinquency reports.· Review and process vendor invoices for payment.· Conduct property tours and provide leasing information to prospective tenants.· Work closely with the property management team to achieve departmental goals.· Participate in team meetings and provide updates on administrative activities.

Project Manager We are in the transportation industry, situated in Los Angeles, California, and we are currently on the lookout for an experienced Project Manager. This role is crucial in our team as it involves working with both IT and public transportation business units, aligning technological initiatives with business goals, and driving the implementation of IT solutions to improve operational efficiency and customer satisfaction. Responsibilities: • Collaborate with business leaders and IT teams to identify technology solutions that address operational challenges and improve service delivery• Design and implement IT systems for passenger information, fare collection, scheduling tools, and fleet management• Ensure scalability and compliance with regulatory standards in all IT solutions• Align technology roadmaps with business strategies, ensuring scalability, sustainability, and alignment with both short-term operational needs and long-term strategic objectives• Translate business needs into IT solutions and drive collaboration between IT and business leaders• Leverage your knowledge of transportation management software systems, ERP, CRM, GPS tracking, asset management, and passenger information systems • Use your experience with Atlassian Jira, Cloud Technologies, Agile Scrum, and ITIL Processes to enhance project management• Implement change management strategies and oversee budget processes• Utilize AB Testing methods to ensure the efficacy of IT solutions.

Accounting Manager A well-established distribution company is in the process of bringing an Accounting Manager on board in Brea, California. The primary function of this role will be to manage the accounting department, ensure compliance with applicable standards, and provide accurate financial reporting and analysis. This role will allow you the opportunity to manage a dynamic team and be part of an established and fast growing organization. Responsibilities: • Oversee the accurate and efficient processing of accounts payable and accounts receivable• Supervise the accounting department, including inventory management• Ensure all general ledger accounts are maintained and financial reporting functions are performed correctly• Guarantee compliance with GAAP, FASB, and other applicable accounting standards• Oversee local and sales tax filings and collaborate with CPA firms for income and franchise tax filings• Implement new accounting policies, standards, and guidelines• Provide timely and relevant recording, reporting, and analysis of financial information• Identify areas for improvement in processes and implement necessary improvements• Act as the primary point-of-contact for auditor requests and manage sensitive information in a confidential manner• Oversee the management of inventory, ensuring product costing is accurate and ERP systems are effectively utilized.

Accounting Manager We are currently recruiting for an interim (6-month contract) knowledgeable and detail-oriented Accounting Manager to join our dynamic consulting team. The successful candidate will be responsible for managing a team of 2 and will heavily concentrate on reviewing and recording payroll entries for our extensive employee base exceeding 3500 personnel.Responsibilities:<ol><li>Manage and oversee all payroll functions, ensuring all payroll transactions are processed accurately and timely.</li><li>Review and record payroll entries for over 3500 employees, ensuring accuracy and compliance with company policies and guidelines.</li><li>Lead a team of 2accountants, providing mentorship, guidance, and allocating tasks effectively.</li><li>Conduct regular payroll audits to ascertain precise record-keeping and compliance with state and federal laws.</li><li>Collaborate with Human Resources and Finance departments for payroll preparation and reconciliation.</li><li>Develop and maintain payroll procedures to enhance efficiency and accuracy.</li><li>Prepare payroll reports for management, as required.</li></ol>

Sr. Financial Analyst We are in search of a Sr. Financial Analyst to join our team in Laguna Beach, California. This role offers an exciting opportunity to delve into the financial industry, where you will conduct detailed financial analysis, assist in portfolio management, and contribute to investment research. Responsibilities: • Conduct comprehensive financial analysis and modeling for equity and debt investments, including forecasting, valuation, and scenario analysis • Engage in investment research by analyzing market trends, economic indicators, and company performance to pinpoint potential investment opportunities and risks • Collaborate with portfolio managers to strategize and implement investment strategies; assist in the ongoing monitoring of portfolio performance • Prepare and present detailed reports and presentations for senior management and stakeholders, providing insights on investment performance and strategic recommendations • Participate actively in the due diligence process for new investment opportunities, assessing financial health, competitive positioning, and potential returns • Cooperate closely with other analysts, risk management, and compliance teams to ensure alignment with firm-wide strategies and regulatory requirements • Provide guidance and mentorship to entry level analysts, fostering a collaborative and high-performance culture within the team • Utilize skills in Business Systems, Confluence, CRM, Crystal Reports, Data Mining Techniques, About Time, Accounting Functions, Auditing, Budget Processes, Capital Management to fulfill responsibilities effectively and efficiently.

Sr. Tax Accountant Robert Half Management Resources is recruiting for a Tax Manager to support our Los Angeles based CPA client on a remote bases for 1+ months, with possible extension. This role will focus on preparing and reviewing a variety of business and personal tax returns, providing valuable tax planning advice to the internal team, and ensuring compliance with all applicable regulations. The ideal candidate must be proficient in virtual office environments and have a deep understanding of the tax preparation software, UltraTax. The candidate will also contribute to tax strategy discussions, providing guidance on the best tax positions for our clients, without direct client interaction. Responsibilities:<ul><li>Review and prepare complex business tax returns including Forms 1065 (Partnerships), 1120 (C Corporations), 1120S (S Corporations), and 990 (Non-Profit Organizations).</li><li>Review personal tax returns (Form 1040).</li><li>Analyze tax situations and provide advice to the internal team on optimizing tax positions for clients.</li><li>Advise internal team members on tax planning strategies and solutions.</li><li>Ensure accurate filing and adherence to all applicable tax laws and regulations.</li><li>Assist with tax research and provide solutions to complex tax issues.</li><li>Collaborate with the team in a virtual office environment, effectively using communication and project management tools (Google Suite, Slack, Asana).</li><li>Stay updated on current tax laws, changes, and industry trends to provide sound advice and recommendations.</li><li>Manage multiple projects and deadlines effectively in a fast-paced, remote work environment.</li></ul>

Staff Accountant Our organization is working alongside local clients in the Woodland Hills, CA to fill ongoing Staff Accountant positions. We are looking for experienced Staff Accountants with a background in the CPA Firms to support our financial operations. The ideal candidate will possess strong technical accounting skills, a thorough understanding of auditing principles, and a commitment to delivering high-quality service to our clients. Reporting to the Senior Accountant or Manager, the Staff Accountant will play a vital role in providing accounting, auditing, and tax services to our clients while adhering to professional standards and regulatory requirements. Some responsibilities include: Supporting the annual budgeting process and assist in the development of financial forecasts to guide business decisions; Assisting in the preparation of tax returns and compliance with federal, state, and local tax regulations; Providing support during internal and external audits, including preparing schedules, gathering documentation, and addressing auditor inquiries; and more. All candidates who are interested in learning more about our available roles are asked to call 818-884-3888 to speak to a recruiter.