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Portfolio Risk Analyst for a Capital Lender

Our client is a capital lender, offering business loans to serve the unique financial needs of businesses throughout the United States. They have funded over $120 million have done business with companies of all sizes and across many industries. They are a private, family-owned business seeking a Portfolio Risk Analyst to join their team. The analyst will be responsible for assessing loan data, analyzing trends and as well as monitoring loan risks.
- Work closely with the SVP of Analytics, VP of Credit, CFO, and others in the business to define, assess, and document all business needs and requirements
- Assemble, process, and analyze data related to all aspects of portfolio risk
- Drive risk management strategies through analysis of portfolio and historical data
- Build financial analyses and data reports to monitor portfolio trends
- Support aspects of data analysis for the development of statistical models
- Deliver key insights from data analysis in the form of presentation materials
- Master’s in Economics, Statistics, Finance, Data Science, or similar quantitative field
- Minimum 3 years of experience in underwriting and/or credit analysis
- Strong knowledge of Python and/or R, SQL, and Excel
- Experience with PowerBI or Tableau
- Strong attention to detail and organization skills
- Excellent written and verbal communication skills

CFO for a Rapidly-Growing Luxury Interior Design Company

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 CFO to manage all financial matters for the company as it continues to evolve.
- Oversee all financial aspects of business and drive the company's financial strategy and planning
- Track and manage company’s fundraising efforts as they prepare for expansion
- Oversee both day-to-day financial functions (collections, bookkeeping, vendor management) and high-level strategic finance initiatives
- Assess the financial performance of the company as well as possible risks and investments
- Set targets for and supervise all accounting and finance personnel, including A/R, Junior Controller, and Data Analyst
- Prepare investor and lender funding and draw requests
- Prepare timely and detailed reports on financial performance
- Bachelor’s degree in finance, accounting, economics, or a related field, required– MBA a plus
- 9+ years experience in finance, with at least 5 in a leadership position
- Expert knowledge of Quickbooks
- Background in real estate and/or technology, a big plus
- Ability to manage cash flow and finances for a rapidly-expanded company (startup experience is a plus)
- Fundraising experience, a huge plus
- Entrepreneurial spirit and fortitude, a must

Human Resources Director for a Mission-Driven Nonprofit Organization

Our client is a nonprofit dedicated to transforming the lives of thousands of LA County's most vulnerable children, young people, and families. Their strong and innovative programs have made them a valued partner of the community. They are seeking a Human Resources Director to originate and guide employee-oriented HR policies for the entire company while creating a workplace culture that holds true to the organization’s mission statement.
-Sole responsibility for all activities associated with human resources, including benefits administration, safety, employee training, etc.
-Ensure that all activities and policies are compliant with state and federal legal guidelines
-Provide a safe and welcoming space for employees, hear and resolve grievances, and mediate between junior employees and upper management as needed.
-Develop and oversee all employee training, team building, and professional development programs, evaluate program effectiveness, and adjust as needed
-Responsible for creating job descriptions when opportunities arise, and supervise the HR Coordinator throughout the hiring process
-Answer and address all HR-related phone calls, emails, and meetings; and proactively coordinate with upper management to resolve grievances before any ethical or legal issues arise
-Conduct exit interviews and performance reviews, and assist with developing training initiatives for leaders who have demonstrated an ability to take on more responsibilities
-Bachelor’s degree in Human Resources, Administration, or related field, required
-7-10+ years experience as a human resources generalist, with at least five years in a leadership role
-Knowledge of general human resources management, with experience in benefits administration, employee training and development, organizational development, etc.
-Strong business acumen and ability to stay up to date with state and federal regulations pertaining to human resources management
-Familiarity with relevant HR management software
-Professional manner, with the ability to multi-task and lead a team
-Ability to be empathetic to employees at all levels, while complying with both company policies and legal requirements
-Belief in the company’s mission, required!

Head of Product for an Innovative Company

Our client is a revolutionary company changing the way people experience events. They have created a product that is changing the way people use technology – creating phone-free events, experiences, and venues. They are seeking a Head of Product to manage the company's overall supply chain and logistics strategy in order to maximize the process efficiency and productivity as the company continues to grow.
- Lead efforts to constantly innovate and iterate on existing product (NOTE: this is a physical product)
- Plan and implement overall supply chain strategy
- Collaborate with Sales, Operations, and Customer Service teams to create best practices
- Determine key supply chain KPIs- Suggest solutions for more efficient process improvements
- Work with finance/sales and manufacturing teams to determine best vendors and distributors
- Build and maintain good relationships with trustworthy vendors
- 8+ years of experience in Design, Engineering, or Supply Chain
- Bachelors Degree, required, advanced degree - a plus
- In-depth knowledge of supply chain engineering operations and best practices
- Ability to think critically and strategically
- Problem-solver who is constantly seeking the next great solution
- Belief in the company mission, required!

Controller for a Mission-Driven Organization

Our client is a patient-centered sober living community with a variety of facilities around the greater Los Angeles area. Their mission-oriented services have helped hundreds of men and women get back on their feet through an immersive system of in-patient and out-patient services focused on self discovery. They are seeking a Controller to oversee their daily, quarterly, and annual financial activities.
- Record and properly apply all cash and bank deposits
- Process and submit bi-weekly payroll, create and process expense reports for all individuals
- Reconcile and save all cash accounts and credit card reports to bank statements
- Prepare customer invoices and send upon arrival
- Create, manage, and distribute revenue flash reports to all concerned parties
- Record and post any bad debt write-offs
- Update fixed assets reconciliation
- Ensure all balance sheet accounts are reconciled
- Confirm information for all vendors, including emails, addresses, and tax ID numbers
- 7-10 years experience in accounting, finance, or related field, required
- Bachelor’s degree in accounting, finance, economics, or related field, required
- CPA license preferred
- Experience working in a hospital or treatment center, a big plus
- Familiarity with various accounting software platforms such as Quickbooks,, Elysian, and Tallie
- Commitment to the company’s mission statement and a drive to affect positive changes

Head of Finance and Business Affairs for a Revolutionary Product

Our client is an innovative company changing the way people experience the world, creating phone-free events, venues, and experiences. They are seeking a Head of Finance and Business Affairs to manage all financial and legal matters for the company as it continues to evolve. This candidate will drive the company towards growth, efficiency, and long-term success.
- Oversee all financial aspects of business and drive the company's financial strategy and planning
- Provide proactive, in-depth, legal, business-focused advice to the business
- Develop and lead corporate legal strategy to promote and protect the company's matters
- Review contracts, analyzing all clauses/stipulations/obligations and liabilities to ensure they suit the company
- Implement initiatives and processes in order to set standards and reinforce a culture of integrity and ethical behavior across the business
- Assess the financial performance of the company as well as possible risks and investments
- Set targets for and supervise all accounting and finance personnel
- Oversee all audit and internal control operations
- Prepare timely and detailed reports on financial performance
- Bachelors, JD- 10+ years relevant experience, required
- Ability to see the big picture and drive a company toward success
- Experience managing teams, required
- Strategic mindset and the ability to balance constantly shifting priorities
- Belief in the company mission

Innovative Company Seeks Attorney Who No Longer Wants to Practice Law

Are you interested in using your bankruptcy background but no longer want to practice law? Our client, a leader in cloud-based bankruptcy case management systems, is a seeking a Vice President - Business Development who would have primary responsibility for developing and closing new profitable relationships with Chapter 7 trustees and other fiduciaries in the Central District of California. This company has the fastest growing market share and a 100% client retention rate. You would work from home in Los Angeles, Orange or Riverside County and travel approximately twice a month. It’s an opportunity to make serious commission on top of your base salary. The successful candidate will be a bankruptcy attorney or have practiced in a bankruptcy-adjacent area of law. If you’re ready to remain in the bankruptcy community and build upon your relationships and knowledge, have control over your schedule with the flexibility of a home office, and are a self-starter, this job may be for you. I am happy to tell you more. Roberta Kass [email protected]

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.
- 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
- 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.
- 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
- 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.
- 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
- 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.
- 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
- 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.

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.
- 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
- 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
- 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.
- 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
- 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
• Established 40 year company with excellent culture
• Offers Health, Dental, and Vision Insurance for 30+hrs/wk
• Paid Time off
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
- 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.
-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
-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] 

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Construction Manager

Contact Name:
Karim Jaude | [email protected]
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]

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.
- 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!