Sr. Budget Analyst

The Company: At Spartan Investment Group, our mission is to Improve lives through our values. We do this by finding value-added and opportunistic investments that offer solid returns to our investors. We make our most significant contribution by providing an opportunity for our partners to grow and creating lasting wealth for everyone with whom we conduct business. We specifically focus on self-storage projects, capitalizing on amazing deals in other asset classes. In 2021, we were listed as the 5th fastest-growing real estate company in the US and joined the list of the top 100 self-storage owners. We are members of the Inc. 500 fastest-growing private companies in America for the last 5 years, and in 2023, we were nominated #11 in Denver Business Journal's list of top places to work. Mission: As the Acquisitions Analyst, your primary responsibility will be to support Spartan Investment Group’s Acquisitions department in evaluating new potential acquisitions. This role also serves an asset management function and involves collaborating with other departments to analyze and understand existing portfolio performance. This is a unique entry-level opportunity to join a growing, high-volume company with broad exposure to company operations. We are looking for an ambitious learner who wants to commit themselves to growth in a fast-paced environment. Requirements Outcomes:   Develop and Maintain Financial Models: Build and update acquisition, disposition, and supplemental financial models to support investment decisions.   Support Transaction Execution: Assist in all phases of the acquisition process, including underwriting, market research, due diligence, site tours, and closing activities.   Conduct Market and Asset-Level Research: Analyze macroeconomic trends, local market dynamics, and property-specific data to inform investment strategy.   Collaborate Cross-Functionally: Work with internal teams (e.g., Capital Markets, Investor Relations, Asset Management) to evaluate deals, secure financing, and monitor asset performance.   Prepare Investment Materials: Create and present investment memos, internal presentations, and pitch materials for use in Investment Committee meetings and with external stakeholders.   Track and Analyze Existing Investments: Reforecast and assess current assets to inform hold/sell recommendations and business plan adjustments.   Participate in Industry Engagement: Represent the firm at conferences and with industry stakeholders to support deal sourcing and relationship development.   Contribute to Due Diligence and Deal Closing: Travel to sites as needed and assist in reviewing financial statements, operational data, and other due diligence materials to support sound investment decisions.  Competencies:  Judgment/Autonomy – Confidence and ability to use contextual understanding of problems to make consequential decisions with minimal guidance  Attention to Detail – Produces precise and accurate work by thoroughly validating data, identifying discrepancies, and maintaining strong quality control standards.   Growth Mindset – Actively seeks opportunities for personal and professional development. Embraces feedback and is eager to expand responsibilities and capabilities over time.   Initiative & Ownership – Demonstrates a strong work ethic, motivation, and accountability. Manages time effectively across multiple projects while consistently meeting deadlines.   Communication & Collaboration – Articulates ideas clearly in both written and verbal formats. Offers constructive feedback and collaborates respectfully and effectively across teams.   Adaptability & Problem Solving – Navigates complexity with flexibility and resourcefulness. Thinks creatively to address challenges, especially when guidance or precedent is limited.   Professional Attitude – Maintains a positive, coachable, and solution-oriented demeanor, even when facing challenges or high-pressure situations.  Qualifications:  Bachelor’s Degree or higher in relevant field (Finance, Real Estate, etc.) preferred  0-3 years of relevant experience in commercial real estate investments and real estate financial modeling  Highest level of expertise in Microsoft Excel  Experience developing pro forma models is a plus  Travel requirements: 50%  Benefits Competitive Full Time Base Salary: $55k - $65k annually. Commission potential of $15k-$20k. Comprehensive benefits including 401k with company matching.  Access to company profit sharing.  Access to company carried interest program.  Wellness benefits include company paid health, vision, dental, short-term disability, and life insurance.  In house performance coaching.  Unlimited PTO.  Reimbursements for phone, transportation, and entertainment, and more through an innovative cafeteria benefits plan.

Do you have experience selling B2B? Want to make a generous commission while working from home? We are Ledgeroo (https://ledgeroo.com), a fast growing startup in the accounting education space seeking to be the “Duolingo of accounting”—meaning we break difficult concepts down into fun, bite-sized lessons. We launched with a free, beta version of our product in March of this year and have quickly scaled to thousands of users. The reviews have been phenomenal, with users calling Ledgeroo “life-changing” and a “divine intervention.” We have successfully cracked the code on making accounting and finance fun and accessible, and now that we’ve proven the concept, we’re ready to take over the world of business education! In the coming weeks, we are going to roll out V2 of our product—a new design that is sleek, modern, and gamified, with a $99 lifetime subscription price point. The one-time fee makes it a perfect sell for businesses that don’t want the headache of managing and budgeting for recurring payments. We are going to position Ledgeroo as workforce education, development, and retention tool. We are targeting accounting and bookkeeping firms, investment firms, banks, law firms, large enterprises, and local governments. Every organization in the world can benefit from having a workforce that can speak “the language of business.” This has the chance to be the highest ROI workforce education program that exists—especially when you consider that a typical accounting and finance training program can cost anywhere from $500 to thousands of dollars. We currently offer 12 courses, with plans for many more. In this role, you’ll build your own contact lists and close your own sales, and earn 50% of the revenues that you bring in. That’s right—50%! Think you can close a mid-size company on buying 100 subscriptions to upskill its workforce? You just pocketed $5,000. What about closing a city government on using its (already budgeted and accounted for!) employee development budget to purchase 1,000 subscriptions? That’s $50,000. There are budgets all across corporate America and government entities that are primed and ready to spend on a new, innovative solution to one of the world’s most ubiquitous problems—helping people understand how businesses really work. If you’ re hungry and assertive with high integrity and experience in the world of B2B sales (especially anything in the accounting or finance sector) we would love to hear from you. Let’s make this a monster year for both of us. Email us using the CL mail relay with the subject line “Let’s teach everyone accounting.” If that’s not the exact subject line, the email will not be read. This position is 100% remote and always will be.

Financial Analyst will provide the Pacific Fleet with financial and account support. The position will require leadership to ensure that financial analysis and other management functions are completed to support fleet financial operations. The ideal candidate will be able to proactively recommend solutions and provide advice to the client on a regular basis. Position requires 5 years of experience. Candidate must possess a bachelors degree. Secret security clearance required. Requirements Recent experience as a Financial Manager Plan, direct, coordinate and analyze accounting and other financial activities Recommend alternative methods of funding to meet financial program objectives Recent Navy shipboard Financial management experience including experience as OPTAR Financial Records keeper; generating Budget OPTAR Report (BOR) and Financial Transmittal (TL) report; and other monthly financial reports Ability to follow instructions and fleet as the relate to financial management Familiarity with Government-wide Commercial Purchase Card Program (GCPC) Approving Official (AO); GCPC Cardholder regulations and processes Experience utilizing RSUPPLY, One Touch Supply (OTS) and other relevant Supply and Logistics systems and programs documenting familiarity with Military Standard Requisitioning and Issue Procedures (MILSTRIP) and Military Standard Transaction Reporting and Accounting Procedures (MILSTRAP) Experience processing monthly Obligation Validation Report (OVR), formerly referred to as Unfilled Order Listing (UOL), and Difference Listings (DL) designed to emulate the Summary Filled Order/Expenditure Difference Listing (SFOEDL) Ability to proactively conduct data collection, research, analysis Experience maintaining financial reports Experience developing budgets, conducting validation and reconciliation of budget in execution Benefits Since 1993, ITP has been providing reliable, cost-effective solutions to meet our customers’ goals and objectives in the commercial and public marketplace. We are Women Owned Small Business Certified with a GSA IT 70 Schedule and a Navy SeaPort-e contract. We offer a full range of benefits, Health, 401K, Life, Disability, Student Loan Help, Bonuses...etc. Smart? Motivated? Ready to roll? You'll feel right at home at ITP. Where creativity is encouraged, initiative is rewarded, and reputations are made. A career here translates into continual opportunities to grow and expand on what you can do as we help clients become high-performance organizations. There's no better place to grow your career! If you wish to be part of this dynamic opportunity, please apply to this job posting.

Clayton Timbrell & Co. is a San Francisco based General Contractor specializing in the construction and renovation of distinct single family residences. We are hiring for the position of Estimator to join our team. Please reply to this posting with your resume and a narrative about yourself. Essential Job Functions: Bid Preparation: - Review and thoroughly evaluate potential project requests for proposals. Change Management: - Evaluate change requests from clients, architects, and engineers to determine the impact on project costs, timelines, and resources. - Provide accurate and timely cost estimates for proposed changes. Materials Procurement: - Collaborate with vendors and suppliers to source and procure construction materials at competitive prices. - Maintain up-to-date knowledge of market trends and material costs to ensure cost-effective purchasing. Plan Reading & Scope Analysis - Interpret construction plans and specifications to understand project requirements and the scope of work. - Identify potential discrepancies, challenges, and opportunities in plans. Project Scheduling - Create detailed MS Project schedules to accurately estimate general conditions costs. - Collaborate with PM’s and Superintendents to develop project sequencing and trade durations. Cost Analysis - Conduct thorough cost analysis by factoring in labor, materials, equipment, overhead, and other relevant expenses. Ensure accuracy and consistency in estimating methods. Communication - Collaborate effectively with project teams, clients, architects, and subcontractors to gather information, clarify project details, and communicate estimates and potential cost implications. Documentation - Maintain organized and detailed records of estimates, bids, change orders, and material procurement. - Ensure all documentation adheres to company standards and protocols. - Continuous Improvement - Proactively seek opportunities to enhance estimating processes, accuracy, and efficiency. - Stay updated on industry best practices and emerging technologies related to construction estimating. Qualifications - Estimating experience in luxury residential and or high-end retail / hospitality construction. - Bachelor’s degree or certification in a construction related academic discipline preferred, but not required. - Self-Starter with the ability to build new processes/procedures. - Advanced proficiency in reading and interpreting construction drawings and specifications. - Strong analytical skills with attention to detail and accuracy. - Effective communication skills, both written and verbal. - Advanced understanding of construction materials means and methods, market trends, and vendor relationships. - Advanced knowledge of computer software including but not limited to MS Excel, MS Project, Procore, Onscreen Takeoff, Bluebeam - Ability to work independently and collaboratively.

Are you feeling underutilized right now in your role as an Underwriter? Are you never recognized for going the extra mile on a deal? Is your team so big you get lost in the shuffle? It’s time you worked for a different kind of bank. As one of the top five SBA lenders in the country, Celtic Bank is small enough that managers know you and recognize your hard work, but big enough that you’ll be challenged every day. Celtic Bank gives underwriters the opportunity to gain deep commercial credit knowledge and broad experience across a range of different industries and business types. At Celtic, you’re not just another resource in a cubicle; you’re a trusted member on an essential team. And as a member of that team, we offer hands-on training and the freedom to do your job well and grow in the process. You’ll have ample opportunities to be mentored and to mentor, so that you can, ultimately, enjoy and excel at your work. Want to know more? Apply for or ask about this opening! WHAT MAKES CELTIC DIFFERENT Managers are mentors It’s never wrong to ask great questions Business casual is everyday Hard work is rewarded You’re always learning WHAT YOU’LL DO AT CELTIC BANK Conduct in-depth analysis of financial information to assist the bank in the loan decisioning process Present analysis and recommendation to Loan Committee for a final decision. Collaborate with customers, Business Development Officers, and third-party providers to gather all necessary information to present an accurate and complete picture of the loan request. Maintain superior level of customer service with customers, bank employees and department members Requirements WHAT YOU’LL NEED TO DO IT Must have minimum of three to five years of underwriting experience in SBA lending or a related field. Bachelor’s degree in Accounting, Finance and/or equivalent experience preferred. Prefer strong knowledge of commercial banking credit policies and procedures, credit/financial statement analysis, loan structuring and cash flow analysis. Advanced working knowledge of accounting principles, tax return analysis and analytical interpretation of balance sheet and income statement analysis and cash flow. Strong oral and written communication skills in a commercial bank environment. Demonstrated effective customer service skills. Effective business writing and professional communication. Strong working knowledge of Microsoft Word and Excel. Benefits Medical, dental, vision 401(k) with employer match Life and long-term disability coverage HSA and FSA plans Holidays and paid time off requests Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.) Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2023! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Physical and Other Requirements This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc. Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English. Work Model: The employee in this position will work either a fully Onsite, Hybrid or Remote work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions. Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility. Out of State employees: Full remote work schedule available

Job Overview - (In Person / On-Site Position) Established CPA tax practice in Fremont looking for a CPA, EA, or CPA candidate to join our growing practice. This is an excellent opportunity for someone with exceptional communication skills, a desire to learn, and a great attitude. The firm provides tax planning and compliance services to individuals and various business entities. We also provide compilation and review services to businesses. We are a family-oriented firm and can make reasonable accommodations for your individual needs. Job Responsibilities – Tasks include, but are not limited to the following: Preparing tax returns for individuals, pass-through entities, and trusts. Conduct work by gathering, sorting, and organizing data and documents, establishing priorities, and communicating with clients. Prepares federal, state, local tax returns by assembling and analyzing financial information and completing forms using software (QuickBooks and Lacerte are the most common software packages). Identify outstanding items and manage info collection process by communicating with clients via email and phone. Maintains compliance with tax regulations by researching current regulations, referring difficult interpretations to supervisor. Research and respond to notices from taxing authorities Learning our system, procedures, and software with minimal supervision Conduct research on various tax matters Protects operations by keeping information confidential. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Contributes to tax team results by welcoming new and different work requirements; exploring new opportunities to add value to the organization; helping others accomplish related job results as and where needed. Desired Qualifications: CPA/EA preferred, or CPA candidate (passed all parts of the exam) Excellent communication skills Experience resolving tax notices from the IRS and FTB Can work independently Possess good organizational skills Tax preparation experience – 2 years (Required) Experience with Lacerte preferred Strong Computer Skills Working knowledge of Excel and Word Job Type: Full-time, Part-time Benefits: Vacation Paid Holidays 401k Profit Sharing