Financial Controller

ISDA Rates Documentation - Assistant Vice President Tempe, AZ (4 days onsite, 1 day remote) 95-125K + Bonus + Paid Relocation  We're looking for an Assistant Vice President (AVP) to join our Documentation team, focusing on Over-the-Counter (OTC) Interest Rate and Credit Derivatives. In this role, you'll be instrumental in ensuring the accurate and timely processing and maintenance of all relevant documentation, adhering strictly to departmental procedures. Key Responsibilities As an ISDA Rates Documentation AVP, you'll: Draft & Review Confirmations: Prepare and review ISDA paper confirmations for Interest Rate products. Process Electronic Confirmations: Process and review electronic confirmations via Markitwire for Interest Rate products and TradeServ for Credit Derivatives. Ensure Compliance: Verify all documentation aligns with ISDA standards and market best practices. Resolve Issues: Collaborate with counterparties, Front Office, and Legal to resolve any confirmation discrepancies. Track & Report: Maintain meticulous records of outstanding confirmations and report findings to management. Handle Inquiries: Respond to internal and external inquiries promptly and professionally. Cross-Functional Collaboration: Understand and effectively interface with other units as needed. Support & Projects: Assist the team with ad-hoc requests and project-related tasks. System Enhancements: Participate in user acceptance testing (UAT) for system upgrades, database conversions, and new system introductions. Team Development: Provide training to other team members when necessary. Requirements Qualifications Education: Bachelor's Degree required. Experience: 5-7 years of Interest Rate Documentation experience within a banking or investment banking environment. ISDA Expertise: Proficiency with ISDA Interest Rate Derivatives Definitions is essential. Technical Skills: Proficient in Microsoft Excel and Word. Core Competencies: High degree of accuracy and meticulous attention to detail. Exceptional time management and ability to prioritize multiple responsibilities effectively. Strong organizational skills. Excellent verbal and written communication skills. Robust analytical and problem-solving abilities. Adaptability to change and comfort working in a deadline-driven environment. Ability to work both independently and collaboratively within a team. Benefits Health and wellness benefits Retirement plans Educational assistance and training programs Income replacement for qualified employees with disabilities Paid maternity and parental bonding leave Paid vacation, sick days, and holidays

Fortuity Co. is a boutique multi-family office delivering tailored wealth structuring, tax optimization, compliance solutions, and legacy planning to help clients build, protect, and sustain generational wealth with precision and legal clarity. We serve visionary business owners and high-net-worth individuals across multiple jurisdictions, managing business structuring, cross-border compliance, governance, financial reporting, and strategic mapping. We are expanding our high-performance team and have multiple full-time openings at our Sherman Oaks office. These positions are central to keeping our structures compliant, our operations precise, and our clients positioned to thrive across generations. This is your opportunity to join a forward-thinking, innovation-focused family office where accuracy, creativity, and accountability matter. Your contributions will have a direct, measurable impact on client outcomes and long-term legacy planning. -OPEN ROLES - LEGAL CLERK – Entity Governance & Records Oversight: -Support leadership in client-facing governance, document management, and compliance operations -Prepare and file governance documents, contracts, and statutory forms -Maintain and review entity records, agreements, and governance files -Track and manage deadlines for regulatory filings -Oversee version control and digital filing systems -Support due diligence, audits, and compliance reviews -Coordinate with clients, trustees, bankers, and advisors STAFF ACCOUNTANT – Multi-Entity Bookkeeping & Reporting: -Manage full-cycle bookkeeping for individuals, businesses, and trusts -Reconcile bank, credit card, and loan accounts with precision -Maintain general ledgers and record journal entries -Classify and track income, expenses, assets, and liabilities -Prepare internal financial reports to support tax planning -Collaborate with internal teams to ensure records are audit-ready CLIENT SUPPORT – Administrative Account Representative: -Serve as the operations hub for client onboarding and workflow coordination -Establish and track deadlines and follow up until resolution -Monitor and update live case tracking systems to ensure workflow accuracy -Continuously reconcile case status and documentation to maintain up-to-date records -Consistently communicate with clients and maintain professional relationships -Report routine updates to clients and internal teams promptly -Schedule and coordinate meetings, capture actionable notes, and ensure timely follow-up -Proactively field and coordinate internal and external communications to eliminate operational bottlenecks *Tools / Platforms: Microsoft 365 + (Outlook/Teams/SharePoint/Copilot) + Salesforce (FSC for Advisors) + Corvee + Adapt + LexisNexis + Logiqs + **Added-Value / Expertise: Bilingual + Finance + Legal + Accounting + Tax + Compliance + FinTech + Business + Management + Consulting ++ ***Foundational Traits / Success Profile: Collaborative + Solution-Oriented + Fast Learner + Results-Driven + Assertive + Confident + Relentless + Decisive + People Smart +++ Why Join Us: -Work in a fast-moving, innovation-driven culture where your work has immediate impact -Get front-row access to real-world corporate structuring, cross-border tax strategy, and executive-level decision-making -Receive direct mentorship from leadership, accelerating your professional growth -Opportunity to grow within a long-established, recession-resilient firm focused on generational planning We operate with discipline and precision, and we look for professionals who thrive in a structured environment, value integrity, and take pride in producing error-free work product. What We Offer: -Competitive compensation (DOE) with structured performance reviews and growth opportunities -Paid time off and observed holidays -Comprehensive health benefits (medical, dental, and vision) -Career development with ongoing professional training and advancement opportunities -Structured, career-focused work environment where contributions are visible and valued Ready to make an impact? Please send your resume AND cover letter with the role you are applying for in the subject line.

We are a rapidly growing operator of full-service truck stop/travel centers, quick-serve restaurants, and truck care facilities across multiple states. With over 34 travel centers, and 100+ restaurant units, the company serves thousands of drivers and travelers every day. Known for operational excellence and customer-focused innovation, they are on a mission to scale nationally while maintaining strong regional roots. Position Overview: The Vice President of Finance is a strategic, operationally minded executive leader responsible for driving the company’s financial planning, reporting, and growth strategies, capital markets program of capital growth for the company’s financial needs This role oversees all finance functions, including budgeting, forecasting, financial analysis, capital planning, and risk management. The VP of Finance will partner directly with the CEO and executive leadership team to support strategic capital needs decision-making across all divisions of the business. Key Responsibilities: Strategic Financial Leadership Partner with executive leadership to evaluate new market expansions, capital projects, and operational initiatives. Develop and execute financial strategies to support rapid growth while maintaining profitability and operational efficiency. Operational Finance & Business Analytics Oversee unit-level financial performance across all travel centers, restaurants, and truck care operations. Implement strong financial modeling and scenario analysis to inform operational & growth decisions. Capital & Risk Management Manage relationships with banks, auditors, insurers, and outside investors (if applicable). Support capital allocation decisions, including equipment purchases, location development, and real estate investments. May mitigate financial risk by overseeing insurance policies, internal audits, and compliance initiatives. Team Leadership & Development Foster cross-functional collaboration with Operations and Real Estate/Development. To Apply: Interested candidates should submit a resume and brief cover letter outlining their qualifications and leadership philosophy (resumes without a cover letter will be automatically disqualified). Qualified applicants will be contacted for an initial phone interview. Requirements Required Qualifications: Bachelor’s degree in Finance, Accounting, or a related field (MBA, CPA, or CMA preferred). Minimum 3-5 years of experience Demonstrated success working in a fast-paced, high-growth, operational environment. Experience with real estate finance a must. Preferred Skills: Experience with franchise models, fuel retail, or service center operations. ERP system implementation or integration experience (e.g., NetSuite, Sage Intacct, Oracle). Knowledge of cost accounting, unit economics a plus. Comfortable working in a hands-on, entrepreneurial culture. Benefits Compensation & Benefits: Competitive base salary: (commensurate with experience) Bonus potential Full benefits package (medical, dental, vision, 401(k) with match) Annual merit increases and performance reviews

A client of ours in the Real Estate space is looking to hire a Property Accountant to join their team. This accountant will be focusing on the accounting for the firm's commercial properties and will be reporting directly to the VP Assistant Controller. The ideal candidate has their Bachelors Degree in Accounting or related and has at least 5 years of experience within the real estate space, specifically commercial real estate. They should have a strong understanding of GAAP principles, previous experience with Yardi, and the ability to work in a fast-paced environment. They require 5 days onsite and are located in Manhattan. Appy now for immediate consideration! Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future

About Soleil Collective Backed by Gauge Capital, Soleil Collective is building a portfolio of leading high-growth brands specializing in sunless tan, suncare, and bodycare products. Soleil accelerates growth and improves profitability with sales, marketing, operations, and strategic management expertise. We have completed two acquisitions to date: Loving Tan and Coco & Eve. Loving Tan is the category leader in prestige tanning, delivering the most natural-looking tan. Proudly made on Australia’s famed Gold Coast, the professional quality, natural olive color, and flawless application are beloved by A-listers, creators, and beauty lovers alike. Coco & Eve’s story starts in Bali, among the island’s volcanic beaches and lush rainforests. The brand allows you to glow up like you just returned from a trip to paradise with our sun-kissed, skin-loving tan products and deliciously scented, efficacious haircare—all formulated with the best tropical Balinese ingredients. We are actively searching for additional brands that are a strong fit with our portfolio and vision with a goal of $200+ million in USD Sales through organic growth and acquisition within the next 3-4 years. About the role: The Head of Financial Planning & Analysis will be responsible for developing accurate forecasts and budgets, preparing insightful financial analysis, and supporting strategic decision-making for our sales, marketing, operations, and business development teams. This role will be the leader of our FP&A function and, as such, will take an ownership role in developing our standards and best practices for financial reporting and analysis. The role will report to the Chief Financial Officer with two directs reports located in Singapore. Additionally, the role will be expected to collaborate closely with the Global Controller and to partner cross-functionally, including with the commercial, operational and global leadership teams.   Key Responsibilities: Develop and maintain insightful financial standard financial reports and dashboards for commercial and operational stakeholders, providing clear and concise summaries of performance against targets. Conduct in-depth analysis of business performance, including variance analysis against budget, forecast, and prior periods.  Identify trends, risks, and opportunities, and provide recommendations for improvement. Prepare ad-hoc financial analysis to support key business decision making and strategic initiatives  Lead the development of annual budgets, quarterly forecasts, and long-range plans for commercial revenue, expenses, and key performance indicators (KPIs). Serve as a trusted financial partner to the business unit and cross-functional leadership team, providing financial guidance and support to achieve business objectives. Support operations KPI tracking and scorecarding.  Identify margin enhancement activities and prepare analysis that drives action while supporting the implementation and tracking results. Support pricing strategies and initiatives through financial modeling and analysis, ensuring profitability and competitiveness.  Support financial evaluation of new product launches, new marketplaces, new geographies, new channels and new customers. Evaluate the ROI performance of sales and marketing programs and initiatives, providing recommendations for optimizing resource allocation and maximizing returns. Identify and implement process improvements with a continuous improvement mindset to deliver to our business partners faster, more accurate, more impactful, more useful analytical and reporting insights. Support the implementation and be a subject-matter expert of NetSuite ERP.  Be a thought leader in the deployment of our analytics tools and processes in a post-ERP go-live.  Continuously evaluate other software solutions that can enhance our FP&A capabilities and lead those implementations as needed. Be a trusted business advisor to the business unit and a close collaborator with the accounting team.  Translate complex financial data into actionable insights for non-financial stakeholders and spread financial literacy. Requirements Role Requirements/Competencies: Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree preferred. Minimum of 5-7 years of progressive experience in financial planning and analysis, with a focus on consumer goods, preferably within global companies. Proven track record of success in developing and implementing FP&A that drives results. Excellent analytical, problem-solving, and critical thinking skills with the ability to see the big picture and drive business towards long-term value-creation goals  Proven ability to develop and maintain complex financial models in Excel or Google Sheets. Strong understanding of accounting principles. Experience with financial planning and reporting systems with previous hands-on working experience with NetSuite preferred. Excellent communication and interpersonal skills, with the ability to influence and inspire diverse stakeholders, including non-financial audiences.  Willingness to work across global time zones and outside of normal business hours. Demonstrated leadership skills with experience managing and motivating a functionally broad and geographically dispersed team; demonstrated experience with change management. Strategic mindset but willing and able to be very hands-on when needed in a ‘start-up’ environment Highly collaborative with a cross-functional mindset but self-motivated and able to work independently when needed Thrives in a dynamic, evolving environment and embraces changes as an opportunity. High level of integrity, professionalism and discretion.

Senior accountant needed for temporary three to six weeks, or temporary to hire. Must be familiar with QBO, and Desktop preferred. Demonstrated ability to be productive in a moderate to fast moving environment. Experience preference two to five years. Good pay and a supportive office. Please submit your resume, and call 818-704-9400, after submitting your resume for a brief conversation if you are available and have interest in this position. Qualifications apply.