OPP PAGE 1

RESPONSIBILITIES:

• Work closely with the Sales Executive or manager in determining the agreed price structure for all retail and wholesale products per service contract agreement
• Build working relationships with repeat customers and corporate representatives to enhance service delivery, quality, and experience
• Ensure the overall accuracy, upkeep, and maintenance of clients’ inventory level by working simultaneously with the planning department
• Must be very detailed oriented to understand the differences in the product specifications and demands of various corporate clients
• Keep proper records of all products relating to the clients’ product portfolio
• Anticipate replenishing products due to new customers, increased forecasts, potential backorders, hot rushes, and item cancellations
• Follow up with the sales manager and planner to ensure customer demands are covered
• Coordinate with other departments, including Sales, Logistics and Procurement, to prepare a multi-disciplinary analysis of demand needs, with the intent of achieving an inventory level that satisfies company goals and customer expectations
• Monitor customer demands via excel spreadsheet and PowerBI
• Must have good follow up and communication skills with other customer relations managers, sales executives, supply chain, warehouse staff and planning analysts

EXPECTATIONS:

• Must have good understanding of inventory analysis, product details & specifications, interdepartmental processes and connectivity
• Must be highly organized, detail-oriented, efficient, accurate, and exceptionally analytical
• The ideal candidate should be able to work independently and must be a self-starter, while expected to collaboratively work with various staff members and other managers.  Must have strong interpersonal skill when working with other team members.
• Excellent verbal and written communication skills are required since the role would be collaborating with various managers, directors, and other staff members

QUALIFICATIONS:

• At least 3-5 years of combined experience in the areas of Customer Service, Sales & Marketing, Customer Relations, and/or projections and analysis
• Must have a degree in either Marketing, finance and accounting, public relations, supply chain and other related fields

PREFERRED INDUSTRY:

Manufacturing, online retail, Commercial Retail, wholesale, hospitality products, and other industries with high-turnover activities

SALARY RANGE:

$65K – $75K annually

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RESPONSIBILITIES:

• Prepare month/year-end Financial Statements such as balance sheet, income statement, and variance reports
• Perform cash accounts reconciliation, balance sheet analysis, production analysis, and FIFO Costing analysis
• Supervise, manage, and train accounts payable, purchasing, and payroll staff to ensure compliance of company policy and continuous enhancement of accounting processes
• Responsible for resolving financial reporting issues with outside vendors, internal managers, and other stakeholders
• Work closely with the Controller and CFO on all Financial Reporting with regards to the Accounting Department

EXPECTATIONS:

• Must be proficient in general ledger accounts and maintenance with highly accurate understanding of the debits and credits accounting records, entries, rules, and transactions by using double-entry accounting system.
• Proven track record in managing AP, AR, Payroll and GL staff including expected deliverable on a weekly and monthly basis.
• At least 3-5 years of Financial Statement preparation of Monthly Income Statement, Balance Sheet, cash flow statements including presentation to the executives and other directors of the accounting department.
• Experience in maintaining month-end GL close including review and approval of proposed adjustments on critical accounting activities.

QUALIFICATIONS:

• Must possess in depth understanding of US GAAP, FIFO costing method, accounting operations, and other technical accounting rules and requirements
• Must be highly organized, detail-oriented, efficient, accurate, and exceptionally analytical
• The ideal candidate should be able to work independently and must be a self-starter, while expected to collaboratively work with various executives, staff, and other managers.  Must have strong interpersonal skill when working with other team members.
• Excellent verbal and written communication skills are required since the role would be collaborating with various directors, managers, accounting staff, audit committees, and senior executives of the Company.
• Intermediate understanding of Excel, word and other accounting and ERP software such as Quickbooks, Oracle NetSuite, Great plains, AS400, etc.
• Public Accounting Audit experience is a plus and CPA Certification is preferred, but not required.
• Accounting or Finance Degree is required

PREFERRED INDUSTRY:

Fintech, manufacturing, online retail, banking, and other industries high-volume accounting activities

SALARY RANGE

$80K – $100K Annually

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COPYRIGHT © 2022 Access Executives, LLC All rights reserved.  The statements, posts and pages in this website are copyrighted and cannot be used in part or whole without permission.  The ideas, views, opinions, and statements were created by the principals of Access Executives, LLC and Access Executive Search.

JOB OVERVIEW

Responsible for all portfolio holdings, analysis and forecasting including document reviews and transaction processing.  The experienced Portfolio Manager oversees the Company’s stock, equity, bonds, and other security portfolio holdings, while being responsible for all transfer of ownerships including governmental securities compliance and fulfillments.

EXPECTATIONS

The candidate must have financial, legal, and stock market background and proven experience.  The ideal candidate should be able to work independently and must be a self-starter, while expected to collaboratively work with various executives and directors. Understanding of legal jargons and interpretation of governmental documents are main priorities for the role.

RESPONSIBILITIES

• Manage portfolio transactions and monitor changes daily
• Ensure accurate reporting of the Company’s portfolio holdings while flagging changes to ensure risks profile and exposure
• Forecast and analyze future portfolio holdings and facilitate any sale and transfer activities on all securities
• Work with the accounting department and ensure compliance with all regulatory requirements, organizational standards, and investor disclosures
• Monitor investment, trading news and other relevant economic trends, while being up to date on all anti-money laundering requirements, privacy laws and anti-fraud measures

REQUIREMENTS AND PREFERENCES

• Must be highly organized, detail-oriented, and exceptionally analytical
• In depth understand of capital and securities markets is a must
• Chartered Financial Analyst (CFA) Certification is preferred, but not required

SALARY RANGE

$75K – $100K Annually

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COPYRIGHT © 2022 Access Executives, LLC All rights reserved.  The statements, posts and pages in this website are copyrighted and cannot be used in part or whole without permission.  The ideas, views, opinions, and statements were created by the principals of Access Executives, LLC and Access Executive Search.