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Controller / Treasurer / Accountant / MBA

[Ref: AC-Con 2306]

  • Over three decades in financial management
  • Over 15 years in financial services (banking, hedge funds, insurance, leasing, loans) and real estate (brokerage, construction, REO’s, 1031 exchanges, property management, building maintenance).
  • Over a decade in leading staff of 3 departments and 8 direct reports.
  • 5 years each in retail, business appraisals, technology (application provider, fintech, insurtech, proptech)
  • 4 years in non-profit.
  • MBA International Finance, B.S. in Finance, Certified Treasury Professional

Looking for:

  • A finance, treasury, or compliance position with treasury responsibilities, preferably in  the financial services, construction, insurtech, technology, fintech, proptech, reenfin or cleantech industries or at a non-profit or foundation
  • Available for full- or part-time/contract work.

Desired Location:

  • San Francisco area (100% onsite or hybrid) or other locations remotely

Desired Compensation:

  • $160,000 to $200,000, depending on position and responsibilities.

Available on a remote or hybrid basis only; either full-time or part-time.

$85,000 to $100,000, depending on position, responsibilities, and benefits.

Senior Accountant / Controller (Specialty: Insurance)

[Ref: ACCTG 2108]

  • Transformational Financial Planning and Analysis (FP&A) Leader.
  • Over a decade of experience driving large-scale finance initiatives for leading insurance providers.
  • Established visualization dashboards providing executives real-time insight into $10M+ revenue streams. Automated manual processes improving efficiency over 20%. Partnered with CEOs orchestrating annual budgets, forecasts, and growth strategies aligned to corporate objectives.
  • B.S. in Accountancy and Finance

Core expertise includes:

  • Financial Planning & Analysis Leadership
  • Budgeting, Forecasting & Reporting
  • Cross-Functional Partnering with Executive Leadership
  • Data Visualization & Business Intelligence
  • Process Automation & System Integration
  • Insurance Industry Domain Knowledge

Desired Location:

  • Available on a remote or hybrid basis only; either full-time or part-time.

Desired Compensation:

  • $85,000 to $100,000, depending on position, responsibilities, and benefits.

Available for full- or part-time/contract work.

$160,000 to $200,000, depending on position and responsibilities.

Senior Loan Officer

[Ref: Fin 1402]

  • Top producing mortgage professional.
  • Over two decades of mortgage experience.
  • Leader and member of several networking organizations, and education & compliance training.
  • B.S. in Business Administration with an emphasis on Logistics
  • California Real Estate Sales license

Looking for:

  • A leadership role with a top mortgage lender

Desired Location:

  • San Francisco or the Bay Area for on-site work.
  • Open to remote work for other locations.

Desired Compensation:

  • Base around $185,000 plus production bonuses.

Available for full- or part-time/contract work.

$160,000 to $200,000, depending on position and responsibilities.