BP Exchange

School Finance Manager

Contact Name:
Kate Pletcher | [email protected]

Description: Our client is a well known social enterprise that is committed to improving and aiding charter schools using a wide variety of operational and financial services. They are looking for a School Finance Manager to help charter schools with financing, budget planning, as well as other special financial projects.
Responsibilities:
- Be the lead contact person for school clients, including managing the client relationship and working with the client’s accounting, payroll, AP, and admin teams to provide excellent customer service
- Prepare with the accounting team monthly financial statements, including YTD income statements, cash flow statements, and variance analysis for school clients
- Create presentations analyzing the key issues in the financial statements and offer recommendations for changes in the school operations
- Analyze, model, and solve problems for school clients on a wide range of business issues
- Manage the budget development and tracking for client schools
- Ensure that all school reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies
- Develop functional expertise in one or more areas of school business operations
Qualifications:
- Advanced degree or equivalent public/private sector business or school operations experience, preferred
- 4-8+ years work experience
- Strong communication, written and analytical skills
- Customer service orientation or experience in client services
- Expertise with Microsoft Excel, financial modeling, and forecasting
- Experience in business development and marketing initiatives
- Ability to travel occasionally and work non-standard hours to attend board meetings, etc.
- Commitment to education and knowledge of charter schools, a plus

Business Development Executive for a Real Estate Syndication Company

Contact Name:
Kate Pletcher | [email protected]

Description: Our client is a small real estate syndication company that has been extremely profitable for many decades. They are looking for a Business Development Executive to help with the creation and management of relationships with businesses and individuals to bring in high return investments for their clients.
Responsibilities:
- Manage new and existing relationships with owners, investors, private equity funds, hedge funds, pension funds, and etc to raise equities for value-added apartments and industrial buildings
- Ability to complete initial opportunity evaluation and analysis
- Convert relationships into exclusive financing mandates
- Attend and participate in industry conferences, symposiums, and other high-level events
- Assist in negotiations with capital sources providing equity, where necessary
- Troubleshoot and close transactions, where necessary
Qualifications:
- 5+ years experience in raising equity capital for real estate investments
- Strong relationships with sources of equity capital
- Proven origination track record of raising equity for investments
- Previous experience in a mortgage brokerage, CMBS, investment banking, consulting or legal environment, a plus
- Strong quantitative and analytical skills
- Technology proficient
- Hard-working, high integrity, fun

Sales Director for a Mission-Driven Media Company

Contact Name:
Kate Pletcher | [email protected]

Description: Area: Los Angeles 
Our client is a mission-driven start-up media company offering content that aims to help artists and digital creators expand their platforms organically and to spread inspirational and uplifting content to the world. They have developed a strategic, data-driven, and intuitive approach that amplifies brands and personalities on social media, leveraging existing relationships and an existing social network of over 30 million followers.They are seeking a Sales Director to lead the sales team and think creatively to bring new partner brands and individuals onto their service. Many of their target partners are publishers who are seeking new ways to break through the clutter on behalf of their authors.
Responsibilities:
- Lead all new business development efforts, taking a business that is generating ~$2-3m in revenue to $4-6 within the next yea
r- Lead go-to-market positioning, including pitch and proposal decks
- Craft market and pricing strategies to target book publishers, brands, and individuals
- Manage lead generation activities as well as pipeline development
- Direct the Sales and Pre-Sales team as well as execute the process of hiring for these departments
- Work with the Internal Support team to develop client facing reports and deliverables
- Identify a CRM database to streamline data and pipeline activity
- Partner with the Operations team to develop workflow processes (deliverables, timelines, etc.)
- Develop and monitor KPI’s with the executive team to manage P&L
Qualifications:
- Bachelors Degree, required
- 5-10 years sales experience, ideally within another media or video production company, required
- Relationships within publishing or mission-oriented consumer brand companies, major plus
- Ability to lead a team and bring deals across the finish line
- Entrepreneurial mindset
- A belief in the company mission of creating helpful and positive content

Digital Marketing Manager

Contact Name:
Kate Pletcher | [email protected]

Description: Our client is a family business with a long history of success in the furniture space. They are launching a new direct-to-consumer business and they are a seeking a Digital Marketing guru to help ensure the success and growth.
Responsibilities:
- Serve as marketing leader for the organization, providing both in-the-weeds direct marketing support and high-level marketing strategy
- Work closely with product development and sales teams to ensure product lineup and communication strategy aligns with changing consumer and retail needs
- Manage small marketing team (both in-house and external) to ensure branding, marketing, and PR are accurate and effective, while having a “buck stops here” mentality and comfort rolling up sleeves to directly handle a wide range of marketing tasks
- Project management - including trade shows, creation of sales materials, new product support/ideation, and more
- Create and manage affiliate and digital marketing efforts to support new and growing brands
Qualifications:
- Bachelor’s degree, required
- 5-10+ years experience in marketing, consumer products focus for at least 5 years
- Strong traditional marketing foundation, but also extensive digital marketing experience
- Comfort with marketing analytics and using data to drive decision-making
- Combination of ability to manage multiple streams of marketing operations work while constantly considering broader strategic/branding goals
- Demonstrated history of success working with smaller, more entrepreneurial companies
- Ability to wear multiple hats within a company and collaborate with both the executive team and product developers, marketing coordinator, external vendors, etc.
Apply: http://thetreehousepartners.com/job-detail/?job_id=452

School Finance Analyst

Contact Name:
Kate Pletcher | [email protected]

Description: Our client is a well known social enterprise that is committed to improving and aiding charter schools using a wide variety of operational and financial services. They are looking for a School Finance Analyst to help public schools with daily financial tasks.
Responsibilities:
- Serve as a point of contact for 4-6 charter schools with increasing client-facing responsibilities
- Prepare with the Accounting team monthly financial statements, including YTD income statements, cash flow statements, and variance analysis for clients
- Create monthly presentations to clients’ boards, analyzing the key issues in the financial statements and offering recommendations for changes in the school operations
- Complete grant reports, state interim reports, and other compliance-related reports
- Ensure that all school reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies
- Build relationships between the client and the charter community throughout Northern California
- Lead special projects including, but not limited to, drafting charter renewals, implementing budget model improvements, and updating charter school manuals
Qualifications:
- 1-5 years of work experience in a related field
- Strong communication and analytical skills
- Experience in client services, a plus
- Expertise with Microsoft Excel, financial modeling, and/or forecasting
- Ability to travel to school sites and work non-standard hours to attend board meetings
- Strong commitment to education, required
- Knowledge of charter schools, a plus

Assistant Controller

Contact Name:
Kate Pletcher | [email protected]

Description: Our client is a leading charter school organization dedicated to transforming the face of public education in historically under-served areas. They are known for providing an empowering support network, innovative and customized teaching methods, and outreach. They are seeking an Assistant Controller to fulfill the role of ensuring timely and accurate reporting of financial information, free from material misstatement. The Assistant Controller will work to improve processes and tools to produce actionable, timely, and accurate financial statements. Our client’s department is entering an exciting era of growth and seeks a dynamic individual who enjoys the challenge of charting the path for the future. Responsibilities:
- Be an active leader in implementing an ERP finance system
- Lead the team to close the books timely
- Motivate the general ledger accounting team
- Oversee the planning, scheduling, and work related to the financial audit/school-site audit visits
- Ensure the financial statement audit is completed on time/free from material misstatement
- Ensure accountant analyze all balance sheet accounts monthly
- Prepare annual information tax returns for review and approval
- Act as a thought-partner in designing reports and general ledger to support national expansion and consolidation
- Review and post journal entries
- Create new general ledger accounts and ensure they are consistent with financial reporting requirements, and appear in financial reports
- Ensure the mechanics of financial reports, both internal and external, are working correctly
- Design new report templates
- Work with schools, departments, and accountants to ensure compliance with internal controls
Qualifications:
- Minimum 6 years work experience, including 3-4 years in general accounting, nonprofit experience highly preferred
- CPA is highly preferred
- Multi-state experience highly preferred
- Experience managing teams
- Knowledge and/or interest in charter school operations and federal/state funding regulations is a plus
- Experience with federal audits is a plus
- Detail oriented, efficient and accurate
- Desire to work an education reform organization
- Ability to simultaneously manage multiple projects while maintaining a firm grasp of individual project details

Senior Analyst/Manager/Senior Manager, Space Optimization/Retail Strategy

Contact Name:
Kate Pletcher | [email protected]
Description: Our client is one of the largest tool and equipment retailers in the country. They are seeking an analytically-driven rockstar to work alongside space planners and category managers in advanced statistical modeling to drive recommendations that will improve sales and profitability in their space optimization efforts. While they are targeting a Senior Manager level, they would be open to candidates as junior as Senior Analyst who really have strong quant chops.
Responsibilities:
- Serve as the quant jockey on a team of store environment, corporate strategy, and category management leaders
- Provide micro and macro space optimization analysis of varying scopes, with implications across the organization, down to the performance of individual SKUs
- Leverage advanced analytical applications and models to identify new opportunities for product placement and assortment
- Develop KPIs and targets for planogram efficiency and effectiveness
- Ensure planograms are consistent with strategy, standards, and targets
- Partner with store team to design tests, read results, and distribute findings
- Build models to identify and track in-store space availability
Qualifications:
- Bachelor's Degree in a related field of equivalent experience
- 3-5 year’s work experience in data mining and statistical analysis
- MBA or advanced mathematics/statistics degree, preferred
- Experience with JDA, Apollo and/or other retail space planning software and/or SQL/Python, a plus – guru-level comfort with Excel, a must!
- Love of data and interest in working in a role where decisions will be driven by it!

Estimator Position

Contact Name:
Daniel Feiman | [email protected]

Description: I have a 2nd generation manufacturing client in OC who is growing & in need of an additional estimator immediately.
Primary responsibilities
• Review and evaluate Requests for Estimates
• Reviewing estimates and revisions for completeness and accuracy
• Reviewing construction/architectural documents and understanding scope of work to bid
• Executing take-offs of construction documents
• Inputting take-offs into Quickbooks to export to Excel
• Generating estimate in Excel spreadsheet template
• Obtaining pricing for materials from vendors
• Updating material pricing in Quickbooks as needed
• Preparing/updating weekly estimating schedule and ensuring timely completion of estimates
• Conduct cost analysis in Excel template for new products
• Informing immediate supervisor of any inaccuracies or omissions in quoted item or Quickbooks database
• Developing and maintaining resource information on products, vendors, subcontractors,government requirements, etc.
• Attending departmental meetings as required
• Analyze customer drawings, specifications, bid packages and other documentation to establish labor requirements, general conditions and needed material to prepare job estimate
• Interact with customers directly to gather necessary information in order to quote jobs per plans
• Assist with customers in product design and selection of materials to best fit project scope and customer requirements
• Take on other duties, roles or responsibilities as assigned
Skills & Requirements
• Ability to read and interpret documents such as blueprints, safety rules, operating and maintenance instructions, and procedure manual
• Experience with estimating techniques and costing
• Ability to perform detailed labor and material take-offs
• Solid Communication both verbal and written.
• Ability to establish timelines and budgets.
• Ability to multi-task.
• Must have the ability to create bids for Design / Build projects.
• Must have solid computer skills.
• Proficiency with Microsoft Office Products, mainly Excel
• Ability to read, analyze, and interpret various types of construction plans
• Ability to effectively present information both orally and in written form to respond to questions from customers and other employees
• Excellent verbal and written communication skills that demonstrate the ability to express technical concepts clearly and concisely
• Ability to define problems, collect data, establish facts, and draw valid conclusions
Benefits:
• Established 40 year company with excellent culture
• Offers Health, Dental, and Vision Insurance for 30+hrs/wk
• Paid Time off
Notes:
Job Type: Part-time M-F Salary: $/year
Required experience:• Min 1 year Estimating Quickbooks savvy
Please have them email me directly.Thank you & GO Bruins!

Senior Accountant

Contact Name:
Kate Pletcher | [email protected]

Description: Our client is a leading charter school organization dedicated to transforming the face of public education in historically under-served areas. They are known for providing an empowering support network, innovative and customized teaching methods, and community outreach. They are looking for a Senior Accountant to help with basic accounting duties and as well as advise with financial matters within the organization. Responsibilities:
- Prepare bank entries and journal entries to support a cluster of schools
- Prepare invoices for accounts receivable
- Guarantee timely and accurate month-end closings by meeting daily, weekly and monthly deadlines
- Reconcile all items on the balance sheet on a monthly basis
- Review transaction reports and financial statements to discuss with the Accounting and Finance team
- Assist the Compliance team in reviewing the classification and treatment of revenues and expenses related to special programs, to ensure all grant funds are utilized
- Help schools prepare for audit visits
- Provide answers and support to school and business managers so they can make informed school site decisions
- Work with schools to ensure compliance with department policies and procedures
Qualifications:
- Bachelor’s degree or higher in accounting or related field
- Minimum of 3 to 5 years of general accounting experience- Experience in education, nonprofits, or government accounting, a plus
- CPA, CMA or MBA, a plus
- Knowledge and/or interest in charter school operations, a plus
- Solid foundation and knowledge of GAAP
- Ability to build and/or strengthen relationships with external stakeholders
- Familiarity with and willingness to learn about and utilize technology to improve communication, collaboration, and productivity
- Have a strong sense of integrity, ethics, and drive

Head of E-Commerce/Digital

Contact Name:
Kate Pletcher | [email protected]
Description: Our client is a highly successful startup focused on high-end interior design and home furnishings. They are looking to extend their impressive track record of luxury interior landscaping from Southern California to the rest of the U.S. in the coming months. They are seeking a VP of Marketing to develop and lead their team of marketing pros in creating innovative brand and marketing strategies.
Responsibilities:
-Create and execute multi-channel marketing initiatives for the company’s home base in Southern California as well as in their new markets nationwide
-Develop and manage all marketing materials, including digital media (graphic design, videography, etc.) as well as traditional marketing outlets
-Lead and launch omnichannel brand strategy initiatives
-Public relations ownership, including management of existing TV relationships as well as any incoming media partnerships
-Liaise with client marketing departments in order to collaborate on joint marketing efforts
-Assist with the design, development, and execution of new website as needed
Qualifications:
-Bachelor’s degree, required8-12+ years experience in marketing
-Experience with a wide variety of marketing outlets, including PR, e-commerce, and B2B marketing
-Knowledge of both traditional and digital marketing techniques, including print, television, social media, etc.
-Web and graphic design expertise, strongly preferred
-Marketing experience in similar industries, including fashion, e-commerce, interior design, or luxury goods
-Ability to function efficiently in a fast-paced startup environment

(2) Tickets to Greek Theater to see Joe Russo's Almost Dead Friday 8-16

Contact Name:
Ted Lux | [email protected] 

Read More

Construction Manager

Contact Name:
Karim Jaude | [email protected]
Description:
Dynamics Capital Group -- your partner in real estate is building a mixed use project, 30+ apartment units, over retail , and two subterranean parking. Seeking experienced construction manager to oversee the project from conception to completion.Compensation is based on experience.

Attorney for a Real Estate Law Firm

Contact Name:
Kate Pletcher | [email protected]

Description:
Are you a real estate attorney looking to get out of the traditional law firm rat race? Are you looking for an opportunity to do meaningful work and actually have your nights and weekends back? Would you like to provide best-in-class client service without constantly tracking your life by the 10th of an hour? If so, we have an opportunity that is right in line with what you're looking for! Our client is a reputable law firm based in Century City specializing in real estate opinion letters. They have a unique approach to the legal world and pride themselves on offering their Attorneys a chance to do important work while providing a great work/life balance and rewarding efficiency and efficacy over billable hours. They are seeking an Attorney with transactional real estate experience to join their growing team.
Requirements:
- Bachelor's, JD- CA Bar admission; other states a plus
- 6-8 years+ experience as a working Attorney- Transactional real estate experience
- Incredible attention to detail and a love for "fine-tooth" combing of complex documents
- Team player who enjoys collaboration
- Ability to work efficiently and effectively!
Apply: http://thetreehousepartners.com/job-detail/?job_id=456

Director/VP of Marketing for a Rapidly-Growing Luxury Interior Design Company

Contact Name:
Kate Pletcher | [email protected]

Description:
Our client is a highly successful startup focused on high-end interior design and home furnishings. They are looking to extend their impressive track record of luxury interior landscaping from Southern California to the rest of the U.S. in the coming months. They are seeking a VP of Marketing to develop and lead their team of marketing pros in creating innovative brand and marketing strategies.
Responsibilities:
-Create and execute multi-channel marketing initiatives for the company’s home base in Southern California as well as in their new markets nationwide
-Develop and manage all marketing materials, including digital media (graphic design, videography, etc.) as well as traditional marketing outlets-Lead and launch omnichannel brand strategy initiatives
-Public relations ownership, including management of existing TV relationships as well as any incoming media partnerships
-Liaise with client marketing departments in order to collaborate on joint marketing efforts
-Assist with the design, development, and execution of new website as needed
Qualifications:
-Bachelor’s degree, required 8-12+ years experience in marketing
-Experience with a wide variety of marketing outlets, including PR, e-commerce, and B2B marketing
-Knowledge of both traditional and digital marketing techniques, including print, television, social media, etc.
-Web and graphic design expertise, strongly preferred
-Marketing experience in similar industries, including fashion, e-commerce, interior design, or luxury goods
-Ability to function efficiently in a fast-paced startup environment
Apply: http://thetreehousepartners.com/job-detail/?job_id=459

Marketing Project Coordinator for a Popular CPG Company

Contact Name:
Kate Pletcher | [email protected]

Read More

Senior Staff Accountant for a Business Management & Accounting Firm

Contact Name:
Kate Pletcher | j[email protected]
Description:
Our client is a well-known business management and accounting firm that is heavily focused on the entertainment industry. They are looking for a Senior Staff Accountant to help out with their client’s personal finances, corporations, and partnerships.
Responsibilities:
- Serve as a primary senior staff accountant within the firm
- Reconcile tax documents, prepare personal/corporate financial statements, review annual/yearly general ledgers, prepare and review yearly cash flow projections and asset allocation schedules
- Conduct and perform tax research
- Ability to do year-end tax and financial planning and corporate year-end close-outs
- Capable to deal with the IRS, FTB and local taxing authorities on client matters.
Qualifications:
- CPA license or on track to receive it, with at least one exam passed, required
- Strong written and oral communication skills to help run client relationships- 5 years+ tax preparation for high net worth Individuals and corporations, a plus
- Business management experience, a plus
- Proficiency in Prosystem Fx Tax & BNA Income Tax Planner, a plus
- Strong in Excel
Apply: http://thetreehousepartners.com/job-detail/?job_id=455

Office Assistant for Small Real Estate Investment Company

Contact Name:
Karim Jaude | 
[email protected]micscapital.com

Description:
Small Real Estate Investment Company specializing in value added Investment properties.Seeking an office Assistant with a high energy and a background in managing office duties in a fast-paced environment.
Responsibilities include the following:
•Manage administrative responsibilities with enthusiasm and accuracy, including but not limited to: scheduling meetings, making travel arrangements, handling catering requests, answering phones and responding to caller questions, filing, faxing, copying, expense reports, invoice processing, ordering all office supplies, managing incoming/outgoing mails and emails needs for the office.
Requirements Qualifications include the following:
•Strong command of the English language
•Typed at least accurately 70 wpm
•3 years office experience
Part time or Full time with Flexible hours, small staff; quiet office near Sunset & Bundy. Compensation $14-17/ hr.

Gap Analyst

Contact Name:
Daniel Feiman | [email protected]

Read More

Psychologist/Psychiatrist for young adult

Contact Name:
Jon Vogel | [email protected] 

Read More

Masterclass: Transforming from Manager to Leader

Contact Name: Daniel Feiman | [email protected] 

Read More