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TAX SUPERVISOR

DM Stone JobsInBrokerage.com - San Francisco, CA

Private Investment Management firm is looking for a Tax Supervisor to join their Client Service Team. Summary You will be responsible for all aspects of tax compliance, planning and forecasting for all tax filing entities of the Client Services Tax Dept., including high net worth individuals, trusts, foundations, partnerships and limited liability companies with significant emphasis on indivi...

Application Deadline: None

DATA ANALYST (ENTRY LEVEL) - CONTRACT TO HIRE

DM Stone JobsInBrokerage.com - San Francisco, CA

This is an entry-level position for new hires with an emphasis on procedures orientation and training. Under regular direction of an assigned Data Analyst, you will review insurance policy documents for accuracy, completeness, and adherence to established standards and enters data into a computerized database by performing the following duties. RESPONSIBILITIES Reviews insurance policy docu...

Application Deadline: None

SR.RISK MANAGEMENT ANALYST - LA, BREA OR SAN DIEGO

DM Stone JobsInBrokerage.com - Los Angeles, CA

THE WORK LOCATION FOR THIS POSITION CAN BE IN EITHER LOS ANGELES, BREA OR SAN DIEGO... The position supports the Risk Management operational risk management team in identification, assessment and monitoring of key business operational risks. This includes both business-specific risks and enterprise-wide "module" risks. Module risks include, but are not limited to, product risk, vendor manage...

Application Deadline: None

DIRECTOR OF FINANCE WITH M and A FINANCE EXPERIENCE

DM Stone JobsInBrokerage.com - San Francisco, CA

You will serve as a key member of the Finance & Treasury Team to lead execution and implementation of company?s finance and M&A strategy within the firm's domestic and international. Job Responsibilities: You will lead financing and M&A transaction processes: Lead project financing and M&A transaction processes including gathering market intelligence, solicitation of offers, selection of ins...

Application Deadline: None

BUDGET ANALYST ACCOUNTANT

DM Stone JobsInBrokerage.com - San Francisco, CA

San Francisco private investment management firm is looking for a Budget Analyst for their Corporate Accounting Team. This position is responsible for analyzing and reporting general and administrative expenses, developing and monitoring allocation methodologies and assisting with the preparation of the annual budget and forecasts for a complex organization. The ideal candidate must have str...

Application Deadline: None

ASSOCIATE, LENDING, STRATEGY AND PRODUCTS

DM Stone JobsInBrokerage.com - San Francisco, CA

The Lending Strategy, Product & Sales Department of this prominent and successful Bank provides pricing to the Bank, establishes and maintains relationships with potential loan purchases, sells any and all loan assets for the Bank, creates loan products, monitors the mortgage market, and works with Relationship Managers, Loan Terms, and Executive Loan Committee in order to facilitate the origin...

Application Deadline: None

Seniors and Managers (Audit and Tax) for Major CPA Firm

DM Stone JobsInBrokerage.com - Santa Rosa, CA

Major regional CPA firm with great reputation is seeking seniors and managers for their audit and tax divisions within branches in SF, North Bay (wine country) and South Bay (Silicon Valley). Will pay competitive salaries. Advantages include greater visibility, career growth/flexibility (partner track), entrepreneurial environment, etc. CPA a plus, or you have passed some parts.

Application Deadline: None

WEALTH MGMT OPERATIONS SPECIALIST

DM Stone JobsInBrokerage.com - Berkeley, CA

Operations expert needed for 2 projects for our client: Clearing Firm conversion Portfolio Management Technology conversion SUMMARY: They need an individual who is experienced in the back office operations of fully disclosed clearing and brokerage operations environments. QUALIFICATIONS: Comprehensive experience in Broker-Dealer operations, including compliance, trade processing, technolo...

Application Deadline: None

FINANCIAL ACCOUNTING AND REVENUE SPECIALIST

DM Stone JobsInBrokerage.com - San Francisco, CA

San Francisco based Investment Management firm is looking for an experienced and qualified Financial Accounting/Revenue Specialist. You will join a 6 member accounting team responsible for corporate accounting functions. The accounting team works closely with leadership on corporate cash management, oversight of revenues and expenses, financial and tax reporting, and supporting company decisio...

Application Deadline: None

RECRUITING COORDINATOR

DM Stone JobsInBrokerage.com - San Francisco, CA

SF Gaming Firm is looking for a Recruiting Coordinator to support recruiter(s) with all aspects of the interview process including interfacing with candidates, scheduling phone interviews, onsite interviews, reference checks, and arranging candidate travel. As a recruiting coordinator, you can expect high levels of responsibility; exposure to a highly professional, motivated and diverse team; ...

Application Deadline: None

CORPORATE ATTORNEY

DM Stone JobsInBrokerage.com - San Francisco, CA

Mobile entertainment company is looking for a Corporate Counsel to be the second Attorney and an integral part of the team. Their corporate counsel will provide a wide array of legal services, with a primary emphasis on licensing and commercial transactions. The successful candidate will partner closely with our business development, product and marketing teams and take the lead on managing d...

Application Deadline: None

SR. GOVERNANCE AND RISK MANAGER - BSA/AML

DM Stone JobsInBrokerage.com - San Jose, CA

You will be responsible for proactively identifying and evaluating risks and controls, completing regulatory compliance analysis and research, identifying issues and/or areas for improvement in efficiency or effectiveness, and working with management in developing actions plans to ensure risks are effectively mitigated and issues are corrected. This role works with broad discretion, as assign...

Application Deadline: None

PARALEGAL

DM Stone JobsInBrokerage.com - San Francisco, CA

Our client is a growing and successful renewable energy firm in San Francisco. They are looking for an experienced Paralegal to join their Legal Dept and support their Assistant General Counsel. You will be responsible for supporting the legal department with respect to a broad range of legal, transactional, securities compliance and administrative matters both in the US and abroad. Must ha...

Application Deadline: None

CLIENT RELATIONSHIP ASSOCIATE - ASSET MGMT

DM Stone JobsInBrokerage.com - San Francisco, CA

Privately held Investment Management Firm in downtown San Francisco is looking for an Associate CRM to support their Client Service team in responding to investor inquiries in a timely, thorough and accurate manner. The person in this role is expected to become an expert on each of the firm's investment strategies and vehicles, as well as all of the firm's external reporting and communication...

Application Deadline: None

DIRECTOR, TECHNICAL ACCOUNTING

DM Stone JobsInBrokerage.com - San Francisco, CA

Our client is an independent, fully integrated energy company that develops, constructs, owns and operates renewable energy and transmission assets across North America and parts of Latin America. The primary focus is on wind and transmission, with limited investments in other generation technologies. The company has a history as one of the top North American renewable energy and transmissi...

Application Deadline: None