career matrix june 2013

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1 CAREER MATRIX http://www.AllianceResourceGroup.com Position Title Industry Location Base Salary Bonus Description / Requirements Date Corporate Controller Health Care South Bay / Los Angeles County 140-170k Yes + equity Our client is seeking a talented, capable, and dynamic professional with a combination of public accounting and private industry experience, to work directly with the CFO in building a strong Accounting infrastructure. Minimum of eight years’ experience and public accounting/CPA is mandatory. 5/2013 SVP, Director of Finance Confidential Orange County 160-175k Yes We have secured an exclusive partnership with a publicly traded, acquisitive, and rapidly growing company headquartered in Orange County. This executive-level position reports directly to the CFO and is responsible for orchestrating and managing the financial planning and forecasting process for the company. In addition to the monthly/annual reporting and administrative functions, this role also provides consultative support to guide and facilitate strategic business objectives. To qualify for this sought-after position, candidates must have prior experience operating as a Director or Head of Corporate Finance functions within a financial institution. Experience working within high-growth environments is strongly preferred. Advanced education and/or certifications required along with track records that reflects upward mobility, stability, and strong leadership skills. This position is eligible for a competitive base salary, a generous bonus incentive, and a stock component. 6/2013

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Page 1: Career Matrix June 2013

1

CAREER MATRIX http://www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Corporate Controller Health Care South Bay / Los Angeles County 140-170k Yes +

equity

Our client is seeking a talented, capable, and dynamic professional with a combination of public accounting and private industry experience, to work directly with the CFO in building a strong Accounting infrastructure. Minimum of eight years’ experience and public accounting/CPA is mandatory. 5/2013

SVP, Director of Finance Confidential Orange County 160-175k Yes

We have secured an exclusive partnership with a publicly traded, acquisitive, and rapidly growing company headquartered in Orange County. This executive-level position reports directly to the CFO and is responsible for orchestrating and managing the financial planning and forecasting process for the company. In addition to the monthly/annual reporting and administrative functions, this role also provides consultative support to guide and facilitate strategic business objectives. To qualify for this sought-after position, candidates must have prior experience operating as a Director or Head of Corporate Finance functions within a financial institution. Experience working within high-growth environments is strongly preferred. Advanced education and/or certifications required along with track records that reflects upward mobility, stability, and strong leadership skills. This position is eligible for a competitive base salary, a generous bonus incentive, and a stock component. 6/2013

Page 2: Career Matrix June 2013

2

2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Financial Planning & Reporting Manager Financial Services Orange County $110-150K Yes

Our client is a stable, yet growing financial service company and new role has been created that will oversee a team to support 5-6 business units in financial planning and reporting including: budgeting, forecasting and strategic planning. The successful candidate will be a CPA/MBA with 10+ years of experience in public accounting and private industry FP&A 4/2013

Senior Manager, Corporate Accounting & Financial Reporting

High Technology Orange County 115-135k Yes

We have secured a firm partnership with a multinational, NASDAQ-listed company headquartered in Orange County. This newly created position reports to the Corporate Controller and is responsible for managing and performing internal and external financial reporting functions, consolidations, technical accounting research, and various analytical and technical tasks. To qualify for this challenging role, candidates must have current/recent SEC reporting and technical accounting experience. Candidates with a blend of public accounting experience or candidates coming straight from public accounting are encouraged to apply. This position will be eligible for a fast-track career which includes opportunities for promotions, professional growth, good benefits, a dynamic work environment, and numerous opportunities for monetary incentives. A CPA license is required for this position. 5/2013

Director of Reporting & Analysis Real Estate Los Angeles

County 120-140k Yes

Our client is a diversified real estate company that is profitable and growing. Reporting to the CFO, this position is responsible for preparing financial packages and performing financial analyses for executive management. To qualify, candidates must have a blend of finance and accounting experience, preferably within the real estate industry. A CPA designation is preferred but not required. Our client is offering a competitive base salary, generous bonus incentives, and excellent growth/development opportunities. 3/2013

Page 3: Career Matrix June 2013

3

2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Director of Financial Reporting Retail Los Angeles

County 120-140k Yes

Our client is a financially sound and growing company in the retail industry. Reporting to the Corporate Controller, the Director of Financial Reporting & Technical Accounting will conduct SEC and internal reporting that assures compliance with GAAP and Sarbanes-Oxley. Will also interpret technical accounting literature and lead accounting department through implementation of new accounting pronouncements. To qualify, candidates must have 7-10 years of relevant experience, preferably in public accounting and/or the private industry. Must be adept with SEC reporting and strong technical accounting experience. A CPA license is required. 4/2013

Investment Accounting Consultant Insurance Orange County 110-140k Yes

Minimum of seven to ten years’ experience in accounting with strong technical knowledge of the investment industry and/or insurance industry. Public accounting (preferably Big 4) and CPA highly desired. 5/2013

IT Audit Manager Financial Services Orange County 110-140K Yes

Our client is large multi-national company and the IT department is looking for a strong IT Audit Manager to act as the external audit liaison and assist with complex risk assessments and data security controls. Candidates should have 7-10 years of Big 4 audit experience, CISA certified and a strong aptitude in application controls and ITGC 5/2013

Senior Manager, Corporate Finance and Treasury

High Technology Orange County 125-135k Yes

We have secured a firm partnership with a multinational, NASDAQ-listed company headquartered in Orange County. This newly created position reports directly to the CFO and is responsible for corporate finance functions, including FP&A, budgeting and forecasting, etc. Additionally, this role will assist with treasury and corporate development functions, including hedging, cash management, M&A, and bank relations. To qualify for this highly coveted role, candidates must have at least seven (7) years of relevant experience within a large manufacturing company. The ideal candidate will have a 5/2013

Page 4: Career Matrix June 2013

4

2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date stable and progressive track record within large manufacturing companies with international operations. This position will be eligible for promotional opportunities, professional growth, good benefits, a dynamic work environment, and numerous opportunities for monetary incentives. A CPA license is required for this position.

Senior Planning Analyst (2) Investments Orange County 90-125K Yes

Global investment management company – this role supports corporate FP&A, management reporting in SAP and special projects. Candidates need to have a MBA and large-company project finance experience (financial modeling) or investment banking. 2/2013

Assistant Controller or Equivalent Real Estate Orange County 80-120k Yes

Minimum of five to eight years’ experience in accounting, public accounting and CPA preferred but not mandatory. Real estate or retail experience is a high plus.

5/2013

Senior Internal Auditor/Internal Audit Manager

High Technology Orange County 75-95k/100-120k Yes

Subsidiary of a large public company in the high tech industry seeks an experienced Senior Auditor or Audit Manager with two to five years of experience in external and/or internal audit. Previous experience in Financial, Operational and IT Auditing will be considered. This role provides an excellent path way into the company with a chance to move from audit into finance, accounting, or operations. 4/2013

Division Controller Professional Services Orange County 100-115k Yes

Great opportunity to work for a highly profitable and growing PE-backed company. This unique role will manage both accounting and finance functions for one or more divisions, supervising a staff of two experienced professionals. This position will also have heavy exposure to operations and senior management. To qualify, candidates will have at least 7 years of relevant experience within larger organizations. A CPA with prior public accounting experience is strongly desired. Must 5/2013

Page 5: Career Matrix June 2013

5

2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date have strong management and communication skills.

Senior IT Auditor Financial Services Orange County 85-110K Yes

Our client is large multi-national company and the IT department is looking for a strong IT Senior Auditor to assist with the external audit and conduct complex risk assessments and data security controls. Candidates should have 3-5 years of Big 4 audit experience, CISA certified and a strong aptitude in application controls and ITGC 5/2013

Accounting Manager – Investment Accounting Real Estate Orange County 85-100k Yes

This is a fantastic opportunity to work for a well-established company that offers a great work environment and culture, excellent compensation including a bonus potential of 30%, and numerous opportunities for continuous professional growth and development. Reporting to the Controller, the Accounting Manager, Investment Accounting is primarily responsible for monthly financial consolidation close of multi-tiered investment entity ownership structure, GAAP consolidated financial statements, investment entity accounting and other financial reporting compliance requirements as well as implementing financial reporting initiatives and assisting in technical accounting research. To qualify for this challenging and rewarding role, candidates must possess 5 to 7 years of progressive and experience with a strong command of GAAP financial statement reporting and audit. Must be well-versed in GAAP reporting rules and regulations, partnership/investment accounting and consolidation. GAAP consolidation experience and a CPA license are required. 5/2013

Page 6: Career Matrix June 2013

6

2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Senior Analyst or Manager, Banking Analytics

Banking Orange County 80-100k Yes

Our client is a publicly traded financial institution with over $2 billion in AUM, operating a multidisciplinary business that provides banking, real estate, and mortgage-related services. Reporting directly to the CFO, the successful Senior Analyst or Manager will be responsible for performing the financial allowances for loan and lease losses, purchased credit impaired evaluation of loans and loan pools including performing financial statement analysis. To qualify for this specialized role, candidates should have 5+ years of related experience within a banking environment. The successful candidate should also possess a proven track record of producing quality work and a desire to be part of a rewarding and friendly environment. 6/2013

Accounting Manager (Commercial Development)

Real Estate Orange County 90-100k Yes

Our client is a large real estate company known for their expansive real estate portfolio, their long-standing history within the Southern California community, and their employee-friendly work environment. Their growth and expansion efforts have necessitated the need for a talented CPA with strong real estate accounting and job costing experience. Reporting to the Corporate Controller, the Development Accounting Manager will oversee assigned projects and aspects of the development and certain fee tracking for Development Operations. Additional duties include financial and job cost reporting, internal control compliance, G/L activities, REIT compliance, and development and evaluation and other functional activities. This position will be eligible for a very competitive base salary, a bonus up to 30%, unlimited professional development opportunities, and a great work/life balance. 5/2013

Page 7: Career Matrix June 2013

7

2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Accounting Manager (Mortgage Operations) Financial Services Orange County 90-100k Yes

We have secured a partnership with a rapidly growing and acquisitive subsidiary of a publicly traded company. Reporting to the Senior Vice President, the accounting manager will be responsible for accounting within the mortgage division. To qualify, candidates must have prior mortgage accounting experience. Knowledge of FAS 157 and 159 is strongly preferred. Must be adept with GAAP with a hands-on management style. 6/2013

Senior Accountant High Technology Orange County 85-100K Yes

Our client is a technology company based in Orange County seeking a solid senior accountant with 5+ years of hands-on accounting, financial reporting, and analysis experience. Reporting to the US Regional Controller. A CPA or MBA is highly preferred, but not required. 6/2013

Senior SOX Auditor Consumer Products Inland Empire $75-85K Yes

Our client is a large public manufacturing/distribution consumer products company and they’re growing leaps and bounds! If you’re looking for a solid and reputable company to work for, you need to inquire about this position. To qualify you will need to have audited or have worked for an international company, as there will be financial and operational audits for multiple international locations. A CPA and pubic accounting experience is highly preferred. There is a min. of 8 weeks of international travel required. 5/2013

Finance Manager Consumer Products Orange County 75-90k No

Our client is a fast growing consumer products distribution company looking for the right hand person to the CFO. This person will be heavily involved in the data aggregation and financial analysis for all company and product performance on a monthly, quarterly, and annual basis. The right candidate must be an expert in excel with excellent problem solving skills and communication skills. 5/2013

Senior Accounting Analyst Financial Services Orange County 85-95k Yes

Our client is a well-established company and one of the largest employers based in Southern California. This unique role will handle complex accounting functions as well as financial analyses for the company’s more complicated transactions. This highly visible role will 8/2012

Page 8: Career Matrix June 2013

8

2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date support VPs throughout the organization and provides guidance to a team of professionals. To qualify, candidates will have 5-6 years of relevant experience, preferably within public accounting. CPA preferred.

Senior Financial Analyst Distribution Orange County $70-95K No

This exciting role will have a major business impact for the largest division of a growing service provider. The position will support a VP in the business planning, pricing and reporting for their US operations. Candidates should have a BS Degree in Finance or Economics (MBA and/or CMA a plus) with 3-6 years of experience with FP&A, financial modeling and reporting. 4/2013

Senior Financial Analyst Distribution Riverside $70-95K No

This exciting role will have a major business impact for the largest division of a growing service provider. The position will support a VP in the business planning, pricing and reporting for their US operations. Candidates should have a BS Degree in Finance or Economics (MBA and/or CMA a plus) with 3-6 years of experience with FP&A, financial modeling and reporting. 5/2013

Senior Analyst, Financial Reporting Financial Services Orange County 70k-80k No

We have secured a partnership with a growing, financially sound, and acquisitive financial institution headquartered in Orange County. Our client currently has AUM of approximately $2 billion with plans on reaching $5 in AUM within the next few years. This growth has created the need for a talented Senior Analyst within their financial reporting department. This position will serve as a lead analyst responsible for assisting in all financial and regulatory reporting functions, technical accounting, and interface with external auditors. To qualify, candidates must have current or prior SEC reporting experience. Prior public accounting experience is desirable but not a hard requirement. The successful candidate will receive a strong compensation package, excellent benefits, and significant professional development opportunities. 5/2013

Page 9: Career Matrix June 2013

9

2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Tax Manager Consumer Products Inland Empire 75-85K Yes

Seeking candidates with 3-5 years of hands-on international & domestic tax experience, a CPA and a great attitude to work for this large public manufacturing and distribution company. You will be overseeing all of the outsourced tax functions and supervising one staff tax accountant. 6/2013

Controller Real Estate Orange County 80-90K

Homebuilder in OC is looking for a “hands on” Controller to oversee: job costing, month end close, financial reporting, cash management, accounts payable and budgeting. Candidates should have a BS in Accounting and 5+ years in constructing accounting management. Also, a strong understanding of system skills in: MRI, Timberline or Macola preferred 5/2013

Senior Accountant/Accounting Manager/Assistant Controller

Financial Services Orange County 65-85k No

Entrepreneur with several businesses, including real estate investment, asset management, and distribution has an immediate need for an experienced accountant. The ideal candidate will thrive in a multi-faceted work environment and will have a flexible personality yet detail-oriented mindset. 5/2013

Planning Analyst Investment Management Orange County 75-85K Yes

Global investment management company – this role supports corporate FP&A, management reporting in SAP and special projects. Candidates need to have 4-6 years of corporate finance experience in a large corporation including: budgeting, forecasting and financial reporting. A MBA is a strong plus

Senior Internal Auditor Financial Services Los Angeles 75-85k Yes

This is a newly created position responsible for performing operational audits within a large, sophisticated environment. To qualify for this challenging role, candidates must have 3-5 years of relevant experience, preferably with current or prior Big 4 internal audit experience and a strong understanding of risk assessment. 12/2012

Page 10: Career Matrix June 2013

10

2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Senior Tax Accountant High Technology Orange County 70-85K Yes

Growing public company seeking a well versed tax professional with 3-5 years of hands-on tax experience. You will be responsible for filing excise tax, sales tax, VTAX, and other tax returns. You will also be responsible for federal and state tax returns. CPA is a plus. Big 4 experience is also a plus. 5/2013

Senior Internal Auditor Service Orange County 70k-80k Yes

Our client is a global, private equity-backed company that is poised for a highly successful IPO. The company is growing exponentially and offers a great work environment, unlimited growth and advancement potential, generous bonuses, comprehensive benefits, and a great work/life balance. To qualify for this exciting role, candidates must have at least three years of public accounting experience. CPA preferred. 4/2013

Senior Accountant High Technology Orange County 80-85k Yes

Our client is expanding rapidly and they are looking for a Senior Accountant to work on the corporate accounting team. To qualify, candidates will have at least 3 years of Big 4 experience and/or a mix of public and private industry experience. 6/2013

Senior Accounting Analyst (2) Investments Orange County 75-85K Yes

This position provides accurate and timely investment reporting on a quarterly and annual basis, as well as ad-hoc reporting to Investment Management’s main consultants, to include rating agencies, BOD’s Investment Committee, etc. To qualify, candidates must have prior investment accounting experience (public or private). CPA preferred 3/2013

Senior Financial Analyst Financial Services Orange County 70-85K Yes

Our client is a large financial services company located in Newport Beach seeking a strong financial analyst candidate with budgeting and forecasting experience. You will be supporting the corporate finance department with strategic planning as well. The best suited candidate will have an MBA and or Bachelor’s degree in Finance/Economics, plus 5+ years of experience in corporate finance. 4/2013

Page 11: Career Matrix June 2013

11

2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Separate Fund Platform Analyst

Investment Management Orange County 65-85k Yes

Global financial services firm with impeccable reputation and culture is looking for a high potential candidate with two to five years’ experience and excellent communication skills. Excellent environment with great growth potential. 5/2013

Treasury Analyst Financial Services Orange County $65-80K Yes

Our client is a subsidiary of Pac Life and focuses on the purchase and leasing of commercial aircraft. This division has grown steadily and this newly created position will support the Director of Finance in analyzing debt financing strategies, cash flow analysis and contract review. The ideal candidate will have a strong understanding of financial modeling (NPV. IRR, DCF tools), economic theory and 2+ years of analysis experience post-Bachelor’s Degree. 3/2013

Lead Senior Accountant Investment Management Orange County 70-80k Yes

This exciting role will be responsible for a variety of technical and analytical functions within the investment area. Our client offers excellent benefits including generous bonuses and extensive training. To qualify, candidates must have 3-4 years of public accounting experience. 7/2012

Senior Reporting Accountant Real Estate Orange County 70-80K Yes

A successfully commercial property REIT is looking for a Senior Accountant to review and prepare the consolidated financials of multiple property portfolios. Candidates need to have a BS is Accounting or Economics, 2+ years in Big 4 audit with commercial real estate clients. 4/2013

Investor Reporting Analyst Confidential Los Angeles

County 60-75K Yes

A growing real estate firm that specializes in commercial acquisitions is going through tremendous growth and adding on a new role! Assist the CFO in analyzing, preparing and distributing investor reports and internal reporting metrics and presentations. Additional special projects as requested. Candidates need to have a Bachelor’s Degree and 2-3 years of experience supporting investor reporting 5/2013

Page 12: Career Matrix June 2013

12

2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

External Reporting Accountant Professional Services Orange County 60-75k Yes

This very stable Orange County based organization is looking for an External Reporting accountant with a strong background in financial reporting. This individual will handle external reporting, consolidations and accounting research. Candidates must have a background in public accounting, Big 4 preferred. 5/2013

Senior Accountant (Mortgage Accounting) Financial Services Orange County 65-75k No

Our client is a profitable and growing division of a publicly traded company. This role will handle a broad range of accounting and analytical functions within a rapidly-growing mortgage environment. To qualify, candidates must have a strong command of GAAP with strong technical and analytical skills. Prior public accounting experience is a big plus but not necessarily a requirement. 6/2013

Senior Accountant Financial Services Orange County 60-75k Yes

Responsible for the quality and accuracy of the team deliverables, including client records, and month-end valuations. The scope of responsibility ranges from performing these activities to validating them through controls and ensuring compliance with procedures and best practices. To qualify for this exciting role, candidates will have 2-3 years of general accounting or public accounting experience. 2/2012

Payroll Analyst High Technology Orange County 60-65K Yes

Our client is seeking a solid payroll analyst with solid multi-state tax knowledge (10-15 states or more), federal/state/local payroll and tax regulations and set up. Intermediate Excel knowledge is required. Access is would be a big plus, but not required. 4/2013

Associate Accountant Technology Orange County 40-45K No

Internet company seeking a solid staff accountant, who can work independently, is technically strong, can offer recommendations and has experience in international legal entity accounting. Being bilingual in Mandarin is a hard requirement. Read and speak. 4/2013

Page 13: Career Matrix June 2013

13

2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date

Financial Accounting Analyst Professional Services Orange County 50-60k No

This is a great opportunity to work for a large, stable company headquartered in Orange County. This role will support one or more divisions and is responsible for financial analysis and various month-end close activities. To qualify, candidates will have a minimum of 1-2 years' corporate accounting and analysis experience. 4/2013

Staff Accountant Financial Services Orange County 50-55K Yes

The GPA group is looking for an accountant to either assist with fund accounting or cash applications / GL for the operations team. This is an excellent opportunity for a motivated entry level candidate. A Bachelor’s degree with 1-2 years of experience in public accounting or larger corporation experience is required. 1/2013

Senior Associate (Financial Sales) Professional Services Orange County 60-65K Yes

This is a unique role which services as an in-house account manager whose primary responsibilities include servicing clients, client renewals, selling product upgrades, and managing existing accounts. The ideal candidate will be able to train clients, organize discussions between clients and internal research team, obtain answers to client questions, and retain existing clients. Requires significant team work with sales group and interaction with Sales Director. To qualify, candidates will have a Bachelor’s degree with 3-4 years of experience in a financial sales or customer service environment. 5/2013

Credit Analyst

Distribution

Orange County

35-40k

No

Seeking a professional with at least 1-2 years of AR/Credit experience and excellent customer service experience. Primary responsibilities include setting up new accounts, performing data entry, analyzing credit reports and financial statements. Strong communication, analysis and interpersonal skills required. 2/2013

Cost Analyst Consumer Products Orange County 45-60k No

Responsible for reconciling inventory, analyzing costs and variance reports on materials and freight, and providing month end support. A Bachelor’s degree with 1-2 years of manufacturing experience required. 3/2013

Page 14: Career Matrix June 2013

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2601 Main Street #850 | Irvine, CA 92614 Office: 949-250-1600 | Fax: 949-250-1180 website: www.AllianceResourceGroup.com

Position Title Industry Location Base

Salary Bonus Description / Requirements Date Staff Accountant

Consumer Products

Orange County

40-50k

No

Great opportunity to work for a stable growing company in Orange County. Seeking a Staff Accountant with a minimum of 1-2 years of G/L accounting experience. A Bachelor’s degree is required.

05/2013

Staff Accountant

Distribution

Orange County

43k

Yes

Staff Accountant role reporting directly to the Controller. Responsible for wire transfers, recording cash, preparing journal entries and performing account reconciliations. Requires at least 1-2 years of relevant experience. Must be degreed in accounting or finance.

04/2013