Entertainment Careers Casting Calls and Auditions

The Role

Russell Reynolds Associates is looking for a Knowledge Director with the Financial Services sector in developing world-class, insight-led client development capabilities. The candidate will work with a team of regionally based executives to support our client-facing teams across the client development lifecycle. They will also be responsible for managing client development in the Americas directly, partnering with consultants to deliver differentiated pitches, pursuits, and client engagements.

The candidate will collaborate with consultants to generate unique perspectives on an exciting and rapidly developing sector landscape and drive an insight-led approach to client development, mapping out how our solutions can address the challenges and opportunities that our clients are facing.

The role requires an individual who has a commercial mindset, is intellectually highly astute, and is comfortable interacting confidently at senior leadership and c-suite levels.

Your Impact

▪ Develop and implement a strategy to enhance our global client development methods and capabilities

▪ Identify white space and develop a strategic selling approach to engaging with clients around their needs

▪ Track key triggers to originate opportunities for Russell Reynolds’ services

▪ Own pursuits, pitches, and go-to-market activities across the Americas, and provide managerial oversight for activities in other regions

▪ Develop and implement a structured approach to account management, pitch and pursuit best practice, applying appropriate frameworks and models

▪ Collaborate with the Knowledge team to develop globally consistent processes for client coverage, pipeline management, and credentials

▪ Drive pro-active business development initiatives across key functions and themes

▪ Partner with Knowledge and Marketing to deliver integrated B2B marketing campaigns, through a blend of traditional and social media

Candidate Profile

Candidates for our firm are evaluated on their professional and academic achievements, ability to function in an advisory capacity to clients and candidates, pursuit of excellence, and mental agility to quickly analyze and understand a broad range of business issues. The candidate will be a critical member of the sector/practice teams around the world and will provide a service to colleagues that will allow them to go to market quickly and with outstanding insights.

Key Skills Needed for Role

▪ Highly effective communication and presentation skills

▪ Strong conceptual and analytical capabilities; able to understand clients’ strategic needs

▪ Strong knowledge of financial services

▪ Strong opportunity origination capabilities

▪ A customer-centered and commercial-oriented mindset

Preferred Qualifications

▪ 8 years of experience

▪ Bachelors’ degree

▪ Masters’ degree preferred

▪ Relevant experience at a consulting, accounting, legal or financial services firm.

▪ Entrepreneurial and driven self-starter

▪ Intellectually curious

▪ Tenacious, with the desire to exceed expectations

▪ Able to work well under pressure

▪ Strong attention to detail and highly organized

▪ Sense of urgency

Our Commitment to Diversity and Inclusion

Diversity, equity, inclusion, and respect for individuality are at the core of our firm’s culture and are essential to the success of our executive search and assessment business. Both for ourselves and our clients, we strive to attract the best people from the broadest pool of candidates. We embrace differences in race, religion, culture, gender, nationality, age, sexual orientation, thinking style, background, and perspectives, to provide a positive work environment for our employees and exemplary service to our clients.

Compensation

The compensation available for the role considers a variety of factors including, but not limited to, work location, individual skill set, previous/applicable experience, and other business needs. The estimated salary range for individuals who work in New York City is $145,000 to $160,000. This salary range represents RRA’s good faith and reasonable estimate of the possible base salary range at the time of posting and is one part of the total rewards RRA provides to employees.

Our Firm

Founded in 1969, Russell Reynolds Associates (www.russellreynolds.com) is a premier provider of senior-level executive search and leadership advisory services, serving clients globally for 50 years. Our mission is to both improve the business performance of our clients through the appointment and development of outstanding and impactful leaders and teams and mitigate potential risks.

We are a private firm with 47 offices and more than 500 consultants across North and South America, Europe and Asia/Pacific, covering all major business regions including Africa, Eastern Europe and Russia, the Middle East and the South Pacific. We complete over 4,000 assignments each year. We are a private firm owned by the Managing Directors (Partners), who constitute over half of the consultants. We have deliberately chosen to remain private in order to focus exclusively on clients’ leadership challenges, undistracted by the pressure of near-term earnings.

Russell Reynolds Associates has very strong relationships at the highest levels with leading global multinationals, fast-growing mid-cap multinationals and private enterprises. We work with many of the world’s premier private equity and venture capital businesses. We leverage our Consultants’ collective expertise to identify, assess, and develop leaders who can support the growth and success of our client organizations.

Our success over the past five decades is attributable to the outstanding quality of our people, and a culture and business strategy focused on excellence in client service:

▪ We invest in long-term relationships, taking the time to gain a thorough understanding of each client’s business goals and strategy, their position in the marketplace and business life-cycle, their competition, and their culture.

▪ We assemble the most effective team to serve on each engagement, based on their expertise in the client’s needs including specific leadership issues, roles, business areas, and geographies.

▪ We maintain an open dialogue with our clients, their executives, and candidates throughout an engagement, ensuring expectations are met on both sides.

▪ We identify and help develop the most experienced and proven executives as well as those with the highest potential: leaders who make an immediate and significant impact on an organization. We understand the reputation, past experience, and competencies of each executive.

▪ We develop market insights and deliver those to our clients, partnering with them to identify and meet strategic talent needs.

As a firm, Russell Reynolds strives continually to improve, by seeking out new sources of value-add for clients and by taking advantage of new developments to enhance our offerings and delivery capabilities.

Recent examples of these include:

▪ Leading a global sustainability initiative with the United Nations Global Compact

▪ Establishing a global Board Effectiveness Practice

▪ The creation of a Knowledge Leadership capability, to transform the firm into a strategic partner with its clients, and going to market with an insight-led advisory mindset

▪ Building a digital analytics capability, delivering powerful talent benchmarking tools to client

Please include your resume with your application. We regret to inform that only shortlisted candidates will be notified.

To find out more about the company, visit our website: www.russellreynolds.com

Russell Reynolds Associates

Recruitment Manager – (Business Process Outsourcing) in Financial Services

Location: United States

Job Summary:

We are seeking a dynamic and experienced Recruitment Manager to lead our talent acquisition efforts in the BPO sector within the financial services industry. The ideal candidate will have a proven track record in recruiting for customer support, operations, and other BPO-related roles. This role is based in the United States, and the Recruitment Manager will be responsible for developing and implementing effective recruitment strategies to attract top talent.

Key Responsibilities:

Strategy Development:

• Develop and implement recruitment strategies to meet the hiring needs of the BPO division within the financial services sector.
• Collaborate with senior management to understand workforce planning and align recruitment strategies accordingly.

Talent Acquisition:

• Lead end-to-end recruitment processes, including sourcing, screening, interviewing, and selection of candidates.
• Build and maintain a pipeline of qualified candidates for current and future hiring needs.
• Utilize various recruitment channels, including job boards, social media, and industry networks.

BPO Industry Knowledge:

• Stay informed about industry trends, market conditions, and competitor activities to ensure the organization’s competitiveness in attracting top talent.
• Develop a deep understanding of BPO roles within the financial services sector to effectively assess candidate suitability.

Collaboration:

• Work closely with hiring managers to understand their staffing needs and provide guidance on effective recruitment processes.
• Collaborate with HR and other departments to ensure a seamless onboarding process for new hires.

Compliance:

• Ensure compliance with all relevant employment laws and regulations during the recruitment process.
• Maintain accurate and up-to-date records in accordance with company policies and legal requirements.

Metrics and Reporting:

• Establish and monitor key performance indicators (KPIs) related to recruitment effectiveness.
• Provide regular reports and analysis on recruitment metrics to senior management.

Qualifications:

• Bachelor’s degree in Human Resources, Business Administration, or a related field.
• Proven experience as a Recruitment Manager, preferably in the BPO or financial services industry.
• Strong knowledge of BPO operations and the specific skill sets required for roles within this sector.
• Familiarity with relevant employment laws and regulations.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Proficiency in using applicant tracking systems and other recruitment tools.

If you are a results-driven individual with a passion for talent acquisition in the BPO sector within financial services, we invite you to apply for this exciting opportunity.

It is our policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds.

IGT Solutions

The Director of Student Financial Services is a collaborative partner of the Lee University leadership team and is responsible for managing the cashiering, billing, and centralized accounts receivable systems for the university. The director also leads and coordinates the activities of a team engaged in keeping complete records of tuition, fees, and other receipts for the institution.

The Director of Student Financial Services will work closely with the Vice President for Business & Finance and interacts with other senior administrators, deans, directors, faculty, staff, and community members to direct and strengthen Lee University’s business, financial, administrative policies, and strategies to achieve the institution’s goals. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Oversee the overall operations of student financial services to include billing, receivables, and cashiering functions of the university.
• Plan, develop, and implement strategies for managing student accounts receivable for the university.
• Design, establish, and maintain an organizational structure and staffing to effectively accomplish the organization’s goals and objectives; recruit, employ, train, supervise, and evaluate unit staff.
• Counsel and assist students and parents on financial matters.
• Oversee the function and maintain the accuracy of information that is a part of the university’s database as it relates to student accounts receivable and cash receipts.
• Provide direction and leadership in financial management and fiscal policies review and changes as they relate to student financial services; conduct special studies as required; ensure compliance with university, state, and federal regulations and standard accounting procedures.
• Interact with internal and external auditors, participate in auditing projects, or provide information and access to accounting records as required.
• Coordinate procedures, balance all transactions, and oversee financial reporting relating to the registration process and 1098-Ts (Tuition Statements).
• Serves on various committees as appointed. 
• Other duties as assigned by the Vice President for Business and Finance.

KNOWLEDGE, SKILLS, AND ABILITIES

• Considerable working knowledge of policies, rules, and regulations of the institution as it applies to Accounts Receivables.
• Knowledge of FERPA and federal cash management regulations.
• Strong interpersonal skills to effectively lead and sustain a strong Student Financial Services team, while also providing a positive customer friendly environment to the institution. 
• Ability to interact, negotiate, and communicate effectively with internal and external constituents.  
• Ability to organize work effectively, conceptualize and prioritize objectives, and exercise independent judgment; interacting with individuals with discretion and can manage issues of a confidential nature. 
• Time management skills to handle multiple projects simultaneously and prioritize according to deadlines.  
• Flexibility to improve and adapt to the needs and demands of the institution. 
• Knowledge of Excel to build and illustrate financial reports, comparisons, and/or projections.
• Ability to collect, analyze, and synthesize data into a user-friendly format.

EDUCATION & WORK EXPERIENCE

• Bachelor’s degree in business administration, finance, accounting, or related field required; Master’s degree preferred. 
• Five years of experience in a managerial, supervisory position with an emphasis in accounts receivable (higher education experience preferred). A combination of education, experience, and training that would produce the required knowledge and abilities could be considered. 

To apply, please submit a resume and cover letter electronically to Human Resources at [email protected].

Lee University

Land Acquisition Manager

Medina, OH

Come join one of the nation’s largest homebuilders in a dynamic role! If you are a Land Acquisition Manager, Land Acquisition Director or Commercial Broker this may be a great next step for you!

Highlights:

• 2023 Fortune 100 Best Companies to Work For® by Great Place to Work® and TOP 3 national builder.

• Promotional opportunity to the Director level and beyond.

• 23 days of PTO and a bonus will pay out at 200% of target this year again.

What you will do:

• Responsible for locating, researching and contracting new land suitable for acquisition and development.

Responsibilities:

• Locate land suitable for acquisition and development by conducting the necessary market research and due diligence.
• Determine land values in the specific market by checking like property sales by means of public records, developers and other professional affiliates.
• Negotiate and contract land acquisition.
• Coordinate land entitlement and planning activities with Development team.
• Coordinate governmental review.
• Oversee land mapping.
• Review and monitor purchase agreements.
• Coordinate joint venture agreements or joint venture management agreements, as appropriate.
• Ensures appropriate staffing to meet department needs.
• Delegates work according to employee’s abilities and skills.
• Evaluates employee’s performance and plans for compensation actions in accordance with that performance.
• Provides developmental opportunities through identification of internal and external training opportunities.
• Creates opportunities for employee growth.

What you will need:

• Bachelors Degree in Business or equivalent preferred.
• Valid Driver’s License because driving is an essential function of this position.
• Previous related experience with residential land acquisition.
• Strong negotiation and contract skills.
• Requires knowledge of market trends, pricing and growth & supply.
• Knowledge of political environment and the ability to form political connections.
• Ability to strategically implement the company’s goals by acquiring the necessary land to meet the strategic objectives.

RogueSearch

Mspark, a B2C marketing services company, specializes in driving Rural Market brand growth and customer engagement strategies for national and local advertisers. By combining consumer and marketplace data, we craft coordinated campaigns using a seamless mix of shared mail, direct mail, trigger-based marketing, and digital advertising solutions such as display, retargeting, and Mobile ID tracking that drive the right audience behavior to achieve your marketing goals.

Reporting directly to the Vice President Corporate Controller, this key role is responsible for overseeing general accounting and financial reporting functions for the organization while also managing a team of Accountants and Accounts Payables Associates. This role will also maintain a system of internal controls that will ensure company assets are adequately safeguarded and that all financial reporting is prepared in compliance with all company policies and industry standards.

Responsibilities:

Management

• Manage a team of two senior accountants, one staff accountant and two AP clerks.
• Manage annual audit.
• Maintain and update accounting policies and procedures.
• Manage the monthly close process and financial reporting deliverables.
• Manage filings such as income tax, sales and use tax and annual reports.
• Manage Accounts Payable team and partner with the Vice President Corporate Controller on managing cash flow.
• Manage the accuracy of incentive compensation tracking, calculations, payments, etc.
• Manage travel & expense reporting via our internal system, Concur.

Transactions

• Ensure balance sheet reconciliations are completed.
• Ensure that required debt payments are made on a timely basis.
• Maintain the chart of accounts.
• Maintain a system of controls over accounting transactions.
• Perform accounting research and recommend accounting treatment per US GAAP based on the business transaction.

Reporting

• Issue timely and complete financial statements.
• Coordinate the preparation of corporate annual reports.
• Calculate and issue financial and operating metrics.
• Assist in the production of the annual budget and forecasts.
• Investigate variances from the budget and report findings to Vice President.
• Provide cost center reports to management.
• Provide financial analyses as needed for capital investments, etc.
• Other duties as assigned.

Qualifications:

• The successful candidate will possess any combination of training and experience up to and including a Bachelor’s and/or Master’s degree in Accounting, Finance or related discipline.
• CPA preferred.
• Minimum 5 years of relevant experience along with a combination of public Accounting & industry experience preferred.
• Experience managing a team of accounting professionals.

Mspark

Financial Aid Manager

Onsite in Clackamas, OR

Monday-Friday 9am-5pm

$28-$33 per hour DOE

Evaluation to Hire

Specialized Recruiting Group is collaborating with a local client to fill the position of Financial Aid Manager, responsible for leading the financial aid department. The ideal candidate will have 5+ years of experience working in a clock hour environment and a robust understanding of the financial aid process.

Responsibilities:

• Manage the end-to-end financial aid process, including student loans, grants, and scholarships, while also managing all administrative functions within the Financial Aid Office.
• Create personalized student budgets, covering expenses such as tuition, books, and fees.
• Align student receivable accounts with the disbursal officer’s records through reconciliation.
• Utilize federal laws, college policies, and state regulations to facilitate the provision of student financial assistance, ensuring compliance with established standards.
• Compute refunds and repayments for students who withdraw from school.
• Stay current and in compliance with federal and state laws and regulations to ensure smooth audits and program reviews.
• Maintain precise Financial Aid data for prompt and compliant submission of necessary reports at federal, state, and local levels.
• Formulate financial aid strategies in accordance with federal and state regulations to align with enrollment objectives, overseeing programs that foster student recruitment and retention.
• Elevate student satisfaction through the provision of excellent customer service across all facets of financial aid administration.
• Communicate students’ financial aid eligibility by implementing a system to collect and evaluate applications, ensuring timely and effective awarding.

Qualifications:

• 5-10 years of proven experience in a Financial Aid role.
• Some college education preferred.
• Intermediate-level proficiency in Excel and overall tech-savvy skills.
• Previous experience working with NSLDS and the Federal Department of Education.
• Familiarity with student record keeping systems.
• Strong attention to detail.
• Hands-on leadership skills with a positive attitude, capable of thriving in a dynamic and busy atmosphere.

*Located in Portland, the Specialized Recruitment Group is an esteemed, niche-based professional recruitment firm that thrives in partnering with companies at the local, regional, and national levels to identify exceptional talent across diverse industries. Our expertise spans across Engineering, Accounting/Finance, Executive positions (Managers, Directors, Vice Presidents, and C-Suite), Human Resources, Logistics, Manufacturing and Industrial Leadership, Marketing/Advertising, Creative, Sales, Procurement, Supply Chain Management, Legal, and Information Technology. We are committed to excellence by providing clients with customized and professional recruitment solutions.*

Specialized Recruiting Group – East Portland, OR

Job Title –Land Acquisition Manager – Renewable Background is a Must

Duration: Direct Hire

Location: Houston – TX

Target Bonus: 25%

• Open to Canada citizens that can do a TN visa.

Experience:

• Minimum 2 years renewable experience in wind or solar is required.
• Open to looking at someone who has oil/gas experience.
• Managing a Land Acquisition Team of Land Agents preferred.
• In house or agency is OK or combo of both.

Responsibilities:

• 30% – Participate in and oversee day to day activities of Land Acquisition team in achieving measurable progress on multiple land acquisition campaigns, while working closely with the Director, Land Acquisition to ensure results-based targets are attained on budget and on schedule.
• 20% – Assist Land Acquisition team with special meetings that require advanced negotiations skills for leasing land, land purchases, collection and transmission line easements, access roads easements, title curative instruments and crossing agreements, including the development of negotiated terms and conditions, working in collaboration with the Director and internal/external real estate counsel as needed.
• 15% – Work with regional teams to design and implement land acquisition campaigns, including identification of landowners within prospective sites, initiating contact and meeting with individual landowners to articulate the benefits of company’s value proposition, and negotiating contracts with landowners and/or landowner attorneys for participation in proposed renewable energy projects.
• 10% – Conduct weekly updates with Region Development staff regarding priority tasks for projects and submit a weekly status report(s) to maintain up-to-date summary of project activities.
• 10% – Conducts Stakeholder meetings, presentations and maintain relationships with Stakeholders throughout the land acquisition and development process.
• 5% – Collaborate with Land & Community Engagement senior leadership to ensure corporate land acquisition policies are taught to, shared with, and adhered to by land acquisition teams.
• 5% – Assist Community Relations teams and regional staff with maintaining existing landowner communications via project update phone calls and letters, quarterly newsletters, and project update meetings as needed.
• 5% – Other duties as assigned.

Qualifications:(Degree/Certifications/License/Experience/Specialized Knowledge/Skills)

• RPL or CPL through American Association of Professional Landmen preferred Local Notary license preferred, or the ability to obtain one.

Education/Experience –

• Requires a bachelor’s degree in Real Estate, Business, Marketing, or related field.
• A minimum of 5 years of land acquisition experience.
• A minimum of 3 years direct management experience of a team of land agents.

Skills/Knowledge/Abilities –

• Proven sales, account acquisition and account management experience are a must.
• Advanced contract drafting and negotiation skills required
• Task and detail-oriented problem solver with exceptional organizational skills.
• Experience developing and promoting fact-based recommendations to management for approval Requires knowledge of Microsoft Office, and CRM software.
• Excellent verbal, written communication, and public speaking skills.
• Self-starter, with the ability to work independently and as a team player, required.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

SUNA Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Applicants, with criminal histories, are considered in a manner that is consistent with local, state, and federal laws.

REQUESTING AN ACCOMODATION

Suna Solutions is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Suna Solutions and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

If you would like to be considered for employment opportunities with Suna Solutions and have accommodation needs for a disability or religious observance, please call us at 1 (888) 223-4788, send us an email or speak with your recruiter.

PAY TRANSPARENCY POLICY STATEMENT

Compensation for roles at Suna Solutions varies depending on a wide array of factors including but not limited to the specific client, office or remote location, role, skill set and level of experience. As required by local law, Suna Solutions provides a reasonable pay scale to include the hourly or salary range that Suna Solutions reasonably expects to pay for roles that may be hired in California, Colorado, New York City or Washington.

Suna Solutions

A key Optimus global trading client located in the Greenway area is seeking a seasoned Risk Manager to join their independent Risk Department, overseeing front-line trading dynamics. With a focus on mentorship, strategic oversight, and proactive communication, this role offers a unique opportunity to contribute to our client’s success in the market. This trading client is in office 4 days a week.

Qualified candidates, please send your resume to [email protected].

Responsibilities:

• Lead risk coverage of trading book(s), oversee daily MTM and P&L attribution explain, ensure exposures are accurate and hedged according to company risk policy.
• Develop new and existing systems, processes, and controls to ensure effective risk management.
• Develop new and existing systems, processes, and controls to ensure effective risk management.
• Proactively identify, communicate, escalate any issues with senior traders
• Define and monitor the risk controls along with the Market Risk team.
• Manage a team of [n] risk managers, providing mentorship, overseeing recruitment, and fostering personal development.
• Collaborate with internal and external groups within the Risk organization, actively participating in centrally-led Global Risk projects.

Requirements:

• 5-10 years of experience in Product Control, Market Risk, or similar functions.
• Physical Commodity experience required, oil and/or gas is preferred
• Proven team management experience with the ability to mentor junior team members.
• Excellent communication skills, with the ability to convey complex ideas to different groups, including senior management.
• Strong numeracy, problem-solving, and analytical skills.
• Ability to constructively challenge proposals for robustness while maintaining positive working relationships.
• Effective team player with the flexibility to handle a wide range of potential issues.
• Capable of working autonomously, delivering practical business benefits within tight deadlines.

Per our client’s specifications, candidates are required to be US Citizens, Green Card holders, or independently authorized to work in the US . We are unable to provide H1 visa sponsorship at this time.

Optimus – People. Solutions. Delivered.

ApplePie Capital is a fast-growing online lender focused exclusively on the franchise industry. Our channel is differentiated and our momentum is real – we forge partnerships with high quality franchise brands, who deliver highly-qualified franchisee borrowers seeking capital to grow their franchise empire and escape the growth limitations of traditional financing.

We have originated over $2.5B in loan volume to fund franchised businesses. Our next step is to scale our success and become the premier one-stop shop for franchise finance, a $71B annual debt market. To get there, we’re looking for team members with true grit, an entrepreneurial spirit, and a burning desire to make their mark.

As a Capital Markets Analyst, you will report directly to the Chief Credit Officer in our centralized analytics department with exposure and interaction across the Executive Suite. You will take ownership of our capital markets analytics, strategy development, forward and existing portfolio performance representations and internal/external party communication support.

You will support the Head of Capital Markets with operationalizing ideas, developing data based materials for prospective/existing loan purchase programs, evaluation of loan portfolio performance, forecasting loan portfolio performance, collaborating cross-functionally and successfully navigating complexity and tight timelines.

The ideal candidate will have experience and a proven track record of quantitative evaluation of loan portfolios.

This full-time position is available on a remote basis.

Responsibilities:

• Develop and regularly update historical and go-forward (forecast) evaluations of ApplePie Capital’s loan pool both overall and by existing or prospective loan holder
• Return Expectations
• Prepayment Expectations
• Loss Expectations
• Yield Expectations
• Assist in efforts to build a stable capital base to support our franchise loan originations through effective presentation of data including warehouse facility analysis
• Participation with new loan buyer legal and credit diligence processes, working collaboratively across functions to ensure that we provide timely, accurate information about all aspects of our financial products and processes to prospective loan buyers
• Ensure timely and accurate delivery of reporting and monitoring deliverables across transaction facilities.
• Work with Sales, Credit, Marketing and Legal teams to ensure data integrity of investor reporting
• Maintenance and updating of standard monthly diligence and marketing materials and Capital Markets data room
• Assist with a variety of activities related to the daily operations of capital markets

Qualifications:

• 5+ years of experience in structured finance, capital markets and financial product innovation, client-facing role at a FinTech, Private Credit or Alternative Capital markets experience
• Experience in amortizing loan portfolio analytics and modeling
• Capable of leveraging large data sets and using them to make effective decisions through technical skills and code writing skills
• Highly organized, detail-oriented and a strong client service orientation
• Experience operating in a fast-paced environment and comfortable prioritizing critical issues
• Outstanding written and verbal communication skills and ability to clearly articulate information tailored to the audience, both internally and externally
• Strong team player who can motivate and influence diverse and distributed teams

Preferred Skills:

• Graduate degree in Business, Accounting, Finance, Economics or a related field
• Strong time management skills with a proven ability to meet deadlines and discern prioritization among many activities
• Experience with Structured Finance, Private Credit or Fixed Income
• Proficiency with Python, Intex, SQL, Microsoft Office (Word, Excel, Outlook, and PowerPoint) and/or Google Workspace skills and Salesforce

ApplePie Capital is an equal opportunity employer.

For more information about ApplePie Capital, visit www.applepiecapital.com.

ApplePie Capital

Since 1980, NAI has been a leader in nutritional health, bringing whole food-based supplements to a global population. NAI is a leading expert and manufacturer of dietary supplements, and we are involved in every facet of the industry, including research, development, manufacturing, marketing, and advocacy. As a company, we continue to grow with manufacturing locations in Vista and Carlsbad, CA. We are looking for seasoned and entry level candidates that are interested in working for global company with opportunities for growth, development, competitive pay, and benefits.

Benefits:

• Free medical (one plan) and other medical plan options
• Dental, vision, life insurance and other voluntary benefit options.
• $1,000 Employee Referral Bonus
• 3 weeks vacation and 11 paid holidays
• 401K including company matching and profit sharing
• Opportunities for advancement
• Comprehensive training
• Tuition Reimbursement and more!

Summary

• Responsible for the SEC filing process including preparation of 10-Q, 10-K, Proxy, and press releases along with internal reporting activities and special financial and analysis projects assigned by management. Responsibilities include researching, documenting, and implementing new technical accounting pronouncements, preparation, analysis, and development of policy and procedures, and assisting with month-end close activities and providing support for external audits. This role will also be responsible for the preparation and management of hedging activities and management of the SOX 404 activities, including working with consultants and outside auditors. This position is responsible for assisting with the preparation of annual budgets and periodic financial forecasts. Position will also be involved in maintaining Oracle reporting tool. The position interfaces with all levels of management within the organization, as well as representing the Company to individuals outside of the organization, primarily external auditors.

Essential Duties & Responsibilities

• Assists in activities for maintaining and updating Company’s accounting practices and standards in compliance with FASB/GAAP/SEC pronouncements, including monitoring and ensuring timely identification of, and compliance with, accounting guidance utilizing all available tools. Provide GAAP interpretations and documentation of issues in a clear and comprehensive manner.
• Manages the process for ensuring continued compliance with Sarbanes Oxley.
• Prepares quarterly and annual SEC filings, including financial statements and Annual Proxy, related disclosures, supporting schedules, and XBRL tagging. (i.e. rolling forward SEC reporting templates and documents, preparing footnote and related underlying disclosure reports, tying out completed disclosures, completing and aiding in control testing of disclosures, researching and drafting new disclosures, addressing formatting and conformity of the SEC documents and aiding in the review of XBRL tags).
• Prepares and issues press release filings and Investor Relations presentation updates.
• Supports preparation of schedules supporting the quarterly and annual tax provisions and annual tax returns.
• Assists with internal and external reporting activities and serves as liaison to department managers, assisting them with accounting related service issues including monthly variance analysis of actual expenses compared to budget/forecast.
• Support the process to routinely communicate with the Audit Committee or Board of Directors on significant accounting, disclosure or internal control items impacting the Company and its disclosures.
• Supports monthly close process, including preparation and review of journal entries, month end closing and distribution of monthly financial statements and other business information.
• Design and drive innovative new initiatives to increase efficiency and quality of financial reporting and controls through streamlining processes and automation.
• Assists in oversight of Swiss subsidiary’s financial reporting, controls and procedures including the budgeting process.
• Assists in the process of preparation and maintenance of the annual operating budget, support detail for the strategic plan and periodic operating forecasts including detailed revenues, cost of goods sold, departmental expenses, headcount, capital budget and budget instructions and procedure packages and performs subsequent budget/forecast variance analysis.
• Assist with financial analysis of cost-justified capital expenditures and/or lease versus buy decisions using return on investment, pay-back and other discounted cash flow analysis techniques.
• Manage the Company’s cash flow hedging program.
• Assist with maintenance of Oracle financial reporting tool.
• Assist with identifying areas for process improvements, efficiencies, and strengthening internal controls
• Performs financial analysis and creates financial reports as necessary.
• Perform ad hoc projects in support of the organization and business

Qualifications

• Bachelor’s degree in Accounting required.
• 2 to 5+ years of public accounting experience with a Big 4 or National CPA firm required.
• Financial reporting experience required.
• CPA certification preferred.
• Hyperion experience preferred.
• Strong knowledge of GAAP, technical accounting, and SEC regulations.
• Self-starter; ability to work independently with minimal supervision, and ability to manage multiple projects.
• Excellent verbal and written communication skills as position requires heavy interaction with executive management team.
• Must be proficient with Microsoft Office programs, including Excel, Word, and PowerPoint.
• Must possess strong customer service orientation, analytical skills, attention to details, and excellent problem-solving ability.

NAI is an Affirmative Action/Equal Opportunity Employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, physical or mental disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Following a conditional offer of employment, satisfactory completion of a background check (including criminal records check) is required prior to beginning employment. Any offer of employment may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current NAI employee who was conditionally offered the position.

Natural Alternatives International, Inc.