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Investment Accounting Associate Jobs in Santa Barbara, California

Accounting Associate Jobs
By KOS At Santa Barbara, CA, United States
Experience in the consumer goods industry/deductions management is a plus
Advanced computer skills and proficiency with financial management software
AR – Payment processing and customer relationship management
AP – invoice entry and vendor relationship management
Extensive experience in finance or accounting
QuickBooks Online Advanced data entry
Investment Associate Jobs
By Expert Dojo At Santa Monica, CA, United States
Monitor and manage the performance of portfolio companies
Bachelor's degree or equivalent experience
1 - 5 year professional working experience
Strong communication and interpersonal skills
Conduct modeling and financial analyses
Outreach and find companies that could be potential investments
Investment Associate Jobs
By M13 🚀 At Los Angeles, CA, United States
You are comfortable and proficient working with data, including using Microsoft Excel, Pitchbook and PowerPoint to generate insights and communicate.
You have a strong academic track record and history of achievement.
Comprehensive Health Package - Medical, dental, and vision plans that are thoughtful and supportive of the needs of each M13 employee
Investment Associate Jobs
By M13 At , Los Angeles $150,000 - $175,000 a year
You are comfortable and proficient working with data, including using Microsoft Excel, Pitchbook and PowerPoint to generate insights and communicate.
You have a strong academic track record and history of achievement.
Comprehensive Health Package - Medical, dental, and vision plans that are thoughtful and supportive of the needs of each M13 employee.
What's in it for you:
$150,000 - $175,000 a year
Investment Associate Jobs
By United Growth At San Rafael, CA, United States
•Proven analytical skills and working knowledge in Microsoft Office especially Excel.
•Strong organizational skills, with the ability to prioritize and manage multiple projects simultaneously.
•Prepare financing decks for prospective lenders, review term sheets and loan documents and manage deliverables.
•Manage acquisition and loan closings, settlement statements, document signings, title/escrow, and pro rations.
•Monitor loan reporting requirements, maturities, and other loan covenants.
•Experience with Argus Enterprise is preferred.
Investment Associate Jobs
By Newfund At Palo Alto, CA, United States
Manage the US deal flow of investment opportunities
Passionate about technology, Computer Science or other relevant background with 2+ years of work experience
Understanding and knowledge of key startup metrics: cohorts, churn, ACV, payback, LTV, etc.
Strong interpersonal and empathetic skills to build relationships with entrepreneurs of all backgrounds
Salary between $100-130k depending on experience
: Palo Alto, CA. Can be remote initially
Accounting Associate Jobs
By BoConcept Bay Area At San Francisco, CA, United States
Benefits offered after successful completion of probationary period; Medical and dental insurance, generous paid time off (PTO) policy, great staff discount
Assisting the accounting team to effectively achieve accurate month-end close and report preparation by performing necessary data entry and reconciliations
Strong organizational skills and ability to meet deadlines
Willingness to learn, grow and take on new tasks and responsibilities
Experience with QuickBooks, and Microsoft Dynamics is a plus
Currently pursuing an Accounting/Finance bachelor’s degree or 2+ years of study in Accounting or Finance major
Investment Associate Jobs
By Harpoon At San Diego, CA, United States
Compensation: $150k + healthcare, PTO, and retirement plan
Location: San Diego (Harpoon HQ). This is an in-person and full-time position with occasional travel required.
Fill out this Google Form (https://forms.gle/p8aKwQgPWL9pC8eNA) with basic information.
Provide samples of work that you have previously created, such as presentations, research reports, financial models, etc.
Please communicate clearly, concisely, and impactfully.
Thank you for your consideration. We look forward to hearing from you.
Accounting Associate Jobs
By Nimes Real Estate At Beverly Hills, CA, United States
Calculates Asset Management and Acquisition fees
Demonstrates effective interpersonal, written, and verbal communication skills to facilitate effective work relationships with others
Knowledge of basic accounting principles, including partnership accounting
Demonstrates effective interpersonal and communication skills, both verbally and in writing
Excellent analytical, troubleshooting, organizational, and planning skills
Minimum of four years of related experience
Accounting Associate Jobs
By EVOTEK At Solana Beach, CA, United States
Strong organizational skills to manage multiple priorities, while maintaining diligence.
Knowledge of business, accounting, and company procedures.
People skills and ability to interact with others in a professional and diplomatic manner, both verbally and in writing.
Sound mathematical and analytical skills.
Strong working knowledge of PC-based software applications, including Microsoft Office.
Bachelor’s Degree in Finance, Accounting, Business Administration, or related field preferred (not required).
Accounting Associate Jobs
By EVOTEK At San Diego, CA, United States

EVOTEK is North America's premier enabler of secure digital business focused on innovation. With an integrated set of technical domains, including data center, network, security, cloud, and ...

Investment Associate Jobs
By Russell Tobin At San Francisco, CA, United States
1-3 years of experience in asset management, investment banking, management consulting, or a related field
Manage clients’ balance sheets, prepare asset allocation analyses, and investment recommendations
Conduct qualitative and quantitative analyses that require strong Excel modeling skills
Create investment strategy from inception to client presentation and execution
Prepare pitch materials including evaluating existing portfolios, craft Requests for Proposals (RFP's), assist with researching, identifying, and tracking prospective clients
Occasionally help with the investment due diligence process including sourcing and monitoring new investments
Investment Associate Jobs
By Metis Search At San Francisco Bay Area, United States

· Candidate needs to have at least 1-3+ years experience in Investing, Investment Banking or Consulting.

Investment Associate Jobs
By Metis Search At San Francisco Bay Area, United States
At least 1-3 years of relevant corporate finance experience such as Principal Investing, Investment Banking, Consulting or Corporate M&A
Financial modelling skills required; proficiency in Microsoft Office
Excellent analytical, inter-personal and written communication skills
Top academic credentials (Master’s/MBA/CFA preferred)
Team player with a strong desire to learn and succeed
Proactive mindset on assignments / projects that demonstrate initiative
Accounting Assistant/Associate Jobs
By Saiful Bouquet Structural Engineers At , Los Angeles, 90017, Ca $22 - $27 an hour
3-7 years of accounting experience preferred
Strong analytical skills and good work ethic
Excellent written and communication skills
Excellent phone/email presence and interpersonal skills
Offer of employment will be contingent upon successful completion of background check.
Human Resources support as needed
Accounting Associate Jobs
By Pervenio Search and Consultants At Plymouth, MN, United States
Assisting in records management of company vehicles and maintenance equipment
Excellent verbal and written communication skills.
Excellent organizational skills and attention to detail.
2+ years of related accounting experience
3+ years of related administrative experience
Industrial, manufacturing, construction or related industry experience a plus
Accounting Associate Jobs
By i.g. Burton Auto Group At Lewes, DE, United States
Manage collection efforts and associated functions
Prior experience with collections, invoicing, and/or accounts receivable
Proficient in Microsoft Office applications- excel and keyboard skills
Knowledge of basic accounting principles
Excellent verbal and written communication skills
Schedule reconciliation and clean up
Accounting Associate Jobs
By St. Louis Trust & Family Office At St Louis, MO, United States
Self-motivated with excellent time management and prioritization skills
Want to build your skills and increase responsibilities as our Company grows
DESIRED QUALIFICATIONS, BACKGROUND AND SKILLS:
Are fulfilled by hands-on responsibilities and working in an organized fashion
Bachelor’s degree: business/accounting/finance emphasis preferred
Experience with accounts payable, financial reporting and/or audits
Accounting Associate Jobs
By Agility Partners At Columbus, Ohio Metropolitan Area, United States
Time management & ability to meet weekly deadlines (for invoicing, timesheet entry, etc.)
Assist with different billing / invoicing requirements across business-units
Bachelor’s or associate’s degree in Accounting or Business studies and 1-2 years’ experience preferred
Prior experience using accounting software (Sage Intacct is preferred but not required)
Excellent communication & interpersonal skills
Organizational skills to track status of multiple weekly tasks
Investment Associate Jobs
By Proven Recruiting At Austin, TX, United States
Bachelors degree in Finance, Economics, Accounting or related
2+ years experience in valuation or investment companies
Assist with the due diligence process by conducting investment models and several analysis
Monitor trends in the investment space
Access and analyze financial data, review valuations and draft commentary and materials for presentations
Great company culture – be part of a collaborate environment!
Accounting Associate Jobs
By Stanford University At , Stanford $55,000 - $65,000 a year
Answer questions from budget managers and other stakeholders regarding expense details as requested, including running reports in the OBI Reporting System.
Assist with managing the IT Procurement responsibilities for the department cell phones and computing equipment.
Assist with other administrative responsibilities as necessary and assigned.
High School diploma or equivalent and two years’ work experience.
Strong interpersonal skills, a customer service orientation, sound judgment, and an attention to detail.
At least two years of relevant work experience.
Investment Associate Jobs
By Career Rockstars At , New York $125,000 a year
Develop financial and operational modeling skills
2-3 years of investment banking and/or private equity experience
Exceptional analytical and modeling skills
Excellent interpersonal skills and work ethic
Location: New York City (3 days in office)
1) Co-founder is a prominent and widely recognized figure in the credit space
Investment Associate Jobs
By MiddleGround Capital At Lexington, KY, United States
Supports SA/VP in submission of Indications of Interest, as directed, and attends Management Presentations, as assigned.
Supports the portfolio company management team’s banking relationship to ensure good communication
2+ years in investment banking, private equity, financial advisory or management consulting
Strong organizational skills and able to manage to a deadline
Extensive knowledge of financial and operating models and related Microsoft Office software
Prior sell-side or buy-side transaction execution experience
Accounting Associate For Non-Profits
By Arabella Advisors At , Washington, 20036 $52,000 - $65,000 a year
Experience in philanthropy, nonprofit management and/or business
Assist with annual Form 1099 reporting and associated record-keeping requirements
Maintain supplies for finance team operations
Assist the Controller and finance staff with general ledger reconciliations and special projects as needed
2+ years of relevant work experience
Basic knowledge of accrual accounting
Tdv Investment Associate Jobs
By Takeda Pharmaceutical At , Boston
Confident and positive, high-energy, cultured, and capable of easily interacting with senior management.
Conduct background checks on the current management of the target company
EDUCATION, BEHAVIOURAL COMPETENCIES AND SKILLS:
Outstanding analytical skills, detail-oriented, proactive, and self-motivated
Strong knowledge of Excel including advanced function
Experience with cash flow modeling and investment valuation techniques
Associate Manager, Accounting - Armand De Brignac
By Moët Hennessy USA At , New York, Ny $85,000 - $100,000 a year
Ensure all inter-company billings, cash applications and monthly confirmations are reconciled and recorded per group for month end requirement
3+ years of relevant professional experience. Wines and Spirits industry experience, a plus
Strong systems knowledge and acumen
Well-developed interpersonal and communication skills
Experience in SAP and Concur preferred
Oversees the General Accounting function, which includes all legal-entity accounting. Review and process entries, accruals and deferrals for accuracy and appropriateness.
Accounting Associate Jobs
By Parabolic Career At New York, NY, United States
Buy And Get Started Directly On Our Website
Job Solutions: Automating the entire job search starting at $122/month
Career Solutions: Accelerating the networking process starting at $104/month
Software Solutions: Online self-service resources starting at $35/month
Accounting Associate Jobs
By GPM Investments, LLC At Wilmington, NC, United States
Other various job-related responsibilities as they arise.
Exceptional written and verbal communication skills
Excellent analytical and mathematical skills
Verify and analyze data received from store level & make necessary corrections in PDI.
Create and maintain excel worksheets.
Assist with reconciling data files.
Accounting Associate Jobs
By Experis At Greensboro, NC, United States
Prepare and distribute financial reports to meet management demands and external requirements.
Ensure and execute local accounting, financial management and compliance for all legal entities.
Manage and develop processes and optimal utilization connected to both local accounting, reporting and consolidation.
Develop, implement and maintain policies, guidelines and instructions for reporting purposes in accordance with internal and external requirements.
Free Training to upgrade your skills
Pay range: $24 - $25/hr w2
Investment Associate Jobs
By Prime Buchholz LLC At Portsmouth, NH, United States
Demonstrating knowledge of the roles traditional and alternative asset classes serve in a diversified portfolio
Preparing rebalance recommendations as needed based on IPS targets and spending requirements
At least three years of investment industry experience, working directly and/or indirectly with clients
Bachelor's degree in finance or business-related field
In-depth knowledge of the structure, liquidity, and appropriateness of various investment vehicles
Experience with investment performance measurement and accounting
Investment Associate Jobs
By Stankevicius At Greater Chicago Area, United States
Experience in full sales cycle including deal closing Demonstrated sales success
Strong communication and presentation skills
Build relationships with prospective clients
Maintain consistent contact with existing clients
Analyze market and establish competitive advantages
Track metrics to ensure targets are hit
Investment Associate Jobs
By Investment Management Partners At Charleston, SC, United States
Previous experience in investment banking, private equity, or corporate finance.
Bachelor's degree in finance, economics, business administration, or related field. Advanced degree (MBA, CFA) preferred.
Strong analytical and quantitative skills with a solid understanding of financial concepts and valuation methodologies.
Excellent communication and presentation skills to effectively convey complex ideas.
Ability to work collaboratively in a team-oriented environment and manage multiple projects concurrently.
Investment Execution: Assist in executing investment transactions by preparing investment memorandums, coordinating with advisors, conducting negotiations, and assisting in deal structuring.
Accounting Associate Jobs
By College of Lake County At Illinois, United States
Minimum one (1) year proven experience in Accounts Payable or similar role.
Proven ability to work effectively and constructively with persons of diverse cultures, language groups, and abilities
Do you have a minimum of one (1) year proven experience in Accounts Payable or similar role?
Do you have an Associate’s degree in accounting or finance?
High School diploma or equivalent.
Proficient in using accounting software and Microsoft Office applications, particularly Excel.
Investment Associate (Remote) Jobs
By Schreiber Foods At Green Bay, WI, United States
4-6 years experience, must include Management Consulting, Investment Banking or VC/PE experience.
The role is a multi-faceted one and requires project management, analytical, and interpersonal skills.
Advanced Business degree preferred or Bachelors degree with experience in Finance, Investment Banking.
Must have a reliable internet connection (minimum 10 mb download speed) at home for remote and hybrid positions.
Ability to develop, implement, & manage repeatable processes.
Experience in Venture Capital and the startup ecosystem.