• Apply here!

    Please email your resume and desired position to recruitment@cavaconnect.com

  •  Career Opportunities - Finance & Accounting

    Financial Advisor

    • Job Type: Full-Time
    • Compensation: $125,000 - $400,000 anually
    • Location: San Diego, Los Angeles, Irvine, Seattle

    Job Description:

     

    This company offers excellent to their Financial Advisors so they can spend their time focused on the needs of the clients. Not only are there a team of in-house experts and resources to support you in providing quality advice to clients, this company will also generate leads through their robust marketing efforts and resources to enhance their advisor's ability to quickly build up a client list

    • Assess prospective clients' needs and their financial goals.
    • Provide financial advice to clients on mattters related to retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.
    • Deliver comprehensive financial plans to clients.

    Requirements:

    • Must have a CFP® credential plus 5 years of industry experience.
    • Is able to commute to the office

    Wealth Advisor

    • Job Type: Full-Time
    • Compensation: $140,000 - $200,000 annually
    • Location: Los Angeles, CA

    Job Description:

     

    The company offers unique investment strategies that caters to clients who are looking for something beyond the typical "cookie cutter" approaches offered for financial planning. This company's invesment philosophy utilizes more than just traditional investments to help clients achieve high quality risk management, true diversification and cash flow.

    • Facilitates client meetings and portfolio reviews independently
    • Assists more junior team members throughout the financial planning process, proactively reviewing and updating plans in anticipation of law changes and life events.
    • Delivers an excellent experience for clients.
    • Spends time building awareness of the company throuhgout the community, broadening network and finding opportunities to engage new clients
    • Meaningfully contributes to team discussions and meetings.

    Requirements:

    • Must have a CFP® designation or Series 65
    • Is able to commute to the office

    Sr. Financial Analyst

    • Job Type: Full-Time
    • Compensation: $115,000 - $125,000 annually
    • Location: Fully remote

    Job Description:

     

    The Senior Financial Analyst is responsible for providing financial strategy support, acting as a strategic business analyst to Management, working in collaboration with the Accounting, Advancement, and Programs teams. As a critical support to the Director of Financial Planning and Analysis, the Senior Financial Analyst will assist in financial planning, forecasting, budgeting, and reporting activities, leading to continuing financial sustainability, cost recovery strategies, and future insights. This position manages tight deadlines and a multitude of activities including budget proposal preparation, financial reporting and analysis, year-end audit preparation and the support of budget and forecast activities. This position provides regular support to other Finance-related functions, such as the month-end close process.

    • Serves as senior advisor to program managers and directors developing program level financial strategies.
    • Assists in the management and coordination of the annual budget and quarterly forecast processes across all functions and departments through appropriate coordination, education, reporting and analysis.
    • Assists in the creation and management of financial reports and dashboards in Workday and Adaptive Planning.
    • Assists in the management of software related analysis and financial records to ensure any operational updates are properly reflected in the forecasting system and analysis.
    • Assists in the preparation, compilation, analysis, and communication of information for financial reporting and analysis including monthly financial package for management reviews.
    • Manages the costing allocation process in Workday and Adaptive Planning throughout the year.
    • Collaborates with the programmatic departments to develop financially sound, effective, and efficient budgets for contracts and proposals.
    • Performs financial analysis and creates financial models to assist departments/programs and management in decision making, planning, and staffing.
    • Potentially supervises junior staff providing operational level support of activities (i.e., forecast updates, budget proposal reviews).
    • Assists with the annual audit process.
    • Protects sensitive information with proper precautions
    • Updates job knowledge by participating in educational opportunities and training for relevant certifications.
    • Builds and cultivates relationships internally and externally where appropriate, acts as organizational brand ambassador as needed and provides business development support and input where there is opportunity.
    • Emulates and participates in a culture of shared leadership and promotes organizational values.

    Requirements:

    • Proven analytic capabilities, evidenced through prior development of financial models and frameworks
    • Excellent communication, problem-solving skills, and a strong customer service focus is required
    • Knowledge of Generally Accepted Accounting Principles (GAAP) is required
    • Knowledge of an integrated accounting system is required

    Sr. Financial Analyst

    • Job Type: Full-Time
    • Compensation: $100,000 - $110,000 annually
    • Location: Brea, CA

    Job Description

     

    The Sr Financial Analyst will be responsible for assisting with financial planning, control and budgeting and to ensure compliance with all accounting policies, procedures and obligations as they are related to FP&A. The ideal candidate will be flexible and comfortable working in a fast-paced, constantly changing environment. You will have the ability to think strategically, drive for results and manage within a matrix structure. You must have both strong written and verbal communication skills, operate efficiently within a team atmosphere and able to be able to present comfortably to all levels of management. Critical that this individual possesses the ability to drive process improvements with a positive and collaborative spirit.

    • Finance support for the Sales & Marketing organization, covering marketing project and staffing spend. This includes monthly close related duties, journal entries, audit support, forecast updates, and owning the annual budget development for the marketing group.
    • Responsible for creation of the quarterly margin reports.
    • Perform ad-hoc analysis to provide explanations for current margin trends, variations, etc.
    • Conduct monthly reviews of the project spend, ensuring that forecasts are accurate (driving accurate accrual accounting), and that expenses are classified properly, driving accurate P & L reporting as well as the most efficient use of funds
    • Work closely with teams to update Marketing and Cost Planning tools.
    • Be a key player in the FP&A team to create, update and consolidate the P&L/Bal Sheet templates for the Annual Operating Plan.
    • Prepare monthly Scorecard for the Month end Controllers call.
    • Maintain web-based marketing tool that allows marketing teams to make real time updates to marketing forecasts.
    • Be the key contact for the marketing group and provide support on D2C pricing updates and all other ad-hoc analyses. 

    Requirements:

    • Minimum 3 Years of experience in a similar position.
    • Minimum 5 years of technical experience in the following areas:
      • Finance Activities
      • US Accounting and Financial reporting systems.
      • Budget development and control.
      • BS in Finance/Accounting (MBA and/or CPA preferred).

    Technical Accounting Manager

    • Job Type: Full-Time
    • Compensation: $120,000 - $165,000 annually
    • Location: San Diego, CA

    Job Description

     

    We are seeking for a Technical Accounting Manager to join a fast growing company in San Diego. They are looking for qualified, CPA-certified candidates. As a member of this company's accounting team, the Technical Accounting Manager will play a key role in developing, enhancing and/or maintaining the company's financial reporting processes, SOX compliance processes, equity administration and reporting, and technical accounting assessments. This role will participate in the financial statement close, be a point of contact with internal and external audit functions and lead technical accounting assessments and documentation.

     

    Requirements:

    • Minimum of 5 years of accounting related work experience in a corporate setting
    • Big 4 accounting experience strongly preferred
    • Experience with drafting technical accounting memos and whitepapers
    • CPA required

    Chief Accounting Officer

    • Job Type: Full-Time
    • Compensation: $180,000 - $220,000 annually
    • Location: San Diego, CA

    Job Description

     

    We are looking for a Controller/Chief Accounting Officer to lead the accounting deparment of an innovative and fast growing medical device company. In this role, you will be responsible for preparing the company to undergo rapid growth. This will consist of developing internal control guidelines, policies, and procedures, preparing, and presenting financial reports and risk analysis, guiding financial decisions by establishing, monitoring and enforcing policies and procedures, owning the relationship with audit partners, owning and maintaining the general ledger, among other activities.

     

    Requirements:

    • Be able to meet aggressive deadlines without comprimising work quality or accuracy
    • Be a strong communicator with an ability to keep both internal and external parties aligned
    • Problem solving, with very strong analytical skills which can be utilized to proactively identify and address issues with a solution-oriented approach
    • Strong knowledge of all aspects of generally accepted accounting principles (GAAP), knowledge of U.S. Securities and Exchange Commission (SEC) regulations and provisions of the Sarbanes-Oxley Act