THE
MEMBER EXCHANGE

The Member Exchange

March 1, 2021

There are 11 advisor, 3 business, and 12+ job opportunities this week

Attorney for FDA Citizen's Petition
A small contract pharmaceutical company in India needs assistance with filing an FDA Citizen's Petition for one of their products/formulations. Must have experience with FDA filings. Please email me and I will connect you with my client.
Attorney for Residential Real Estate Transactions - California
Client is selling various properties with former spouse and needs real estate attorney to advise client and help ensure former spouse does not violate their agreement. Email: astarrett@rpllawfirm.com
Connection to editor at Inc, Entrepreneur, Mashable, Business Insider, or others
Have published in Forbes and Fast Company and would like to build out my portfolio. Warm connections to editors make a huge difference. Would appreciate any and all leads!
Crowdfunding expert needed for a project
Looking for an expert on crowdfunding - could be marketing, funding, wealth management skills or a combo or anyone whose worked on a political campaign and used this strategy as a tactic. Knowledge of crowdfunding tools (eg StartEngine etc.) desired. Person can be located anywhere.
Elder Care Attorney
We seek a attorney who practices in AZ for a matter involving financial abuse of a senior.
Estate Planning Attorney- Albuquerque, NM
Please send email referral to sms@sexauerlaw.com. Thank you!
Florida Based Employment Attorney or Investigator
Looking for a recommendation for a Florida Based Employment Attorney or Investigator for an employment matter.
Headhunter for Home Audio Visual Techs
A long time client/owner of an established Home A/V company needs a legit headhunter to find technicians. Please respond only by email with leads and do not pass this on to anyone. Thanks.
Morgan Stanley Real Estate Fund Management Team
I am looking for a connection to the folks that are part of the Real Estate Management Portfolio at Morgan Stanley. I am the Chair of the Economic Development Committee of Newington NH. We are looking to connect with these folks at Morgan as they own a significant property in our town. Any connections or advice would be greatly appreciated. Please reach out to me Jeff Hiatt 508.878.4846 and or jdh@CostSegStudies.com
Product Strategist - B2C mobile app expert
I have a CEO client who is building a mobile app aimed at consumers. They want an advisor who can help with product strategy and contribute to product management and product roadmap development. This advisor MUST have expertise in B2C mobile applications.
Social Security/disability Attorney
Hi, I have a referral for a social security/disability attorney based in New Mexico, does anyone have contacts in that area?
Associate Attorney - Family Law (San Jose, CA)
Hoover Krepelka, LLP, is looking for a superstar Family Law Attorney to join our team. Family law experience is preferred and applicant must reside in/near Silicon Valley. Cover letter, CV, writing sample and references may be submitted via email to Michelle Casillas, Office Manager at michelle@hooverkrepelka.com with "ASSOCIATE RESUME" in the subject line.
AWS Systems Engineer
We are looking to bring on an exceptional Infrastructure Engineer who has built, managed, and deployed extensively on Amazon Web Services Infrastructure. We've grown our cloud environment substantially over the past 12 months and are looking for a strong Engineer that can help us deploy and manage our infrastructure in the cloud. See link for more details: https://integressinc.com/cloud-infrastructure-systems-engineer-in-orange-county/
BI Report Developer (Tableau)
The BI Report Developer works independently to develop enterprise reporting and data analysis for the sales management team in the organization through Business Intelligence reports and dashboards using Tableau and SQL Query Management Studio. Develop, analyze, and design reports and dashboard using Tableau Desktop. Implement and support Tableau solutions for the organization. Play as an active role in designing Tableau Reports embedded in Salesforce.com. Create and maintain technical designs and specifications of reports and dashboards
Boutique Marketing and PR Agency Seeks Assistant Account Manager
The agency is seeking an experienced Assistant Account Manager to assist and help carry-out marketing and PR campaigns for multiple clients in the law, real estate and finance spaces. An Assistant Account Manager must be able to thrive in a fast-paced environment, have stellar interpersonal, communication and writing skills, be extremely organized with an unparalleled attention to detail, and a creative thinker. We are looking for a can-do attitude that is seeking a long-term home at a firm. This is an excellent opportunity for career progression within the firm.
Business Operations & Finance Specialist
Sage Eldercare, a well-established Bay Area eldercare organization committed to the highest standards of compassionate care for seniors, is seeking a Business Operations & Finance Specialist with expertise in invoicing, accounts receivables and payroll processing. This role also assists with the day-to-day duties of our business office. Expertise with spreadsheets, experience with payroll and invoicing are key. This is a versatile role and if you are flexible and looking to grow your skills, we would love to speak with you.
Business Research Analyst - Valuation/Accounting Experience
We are looking to hire an analyst with understanding of small business P&L and BS accounting. This position will help with a variety of online research, excel data entry, and valuation modeling in templates. This is an hourly position. Work hours and location of office will be flexible.
Business Systems Analyst - Finance
The Business Systems Analyst (BSA) provides enterprise-wide support for Company's JD Edwards application for the Finance, General Ledger, Accounts Payable, and Job Cost modules. See link for more details: https://integressinc.com/finance-business-systems-analyst
Care Coordinator
Sage Eldercare Solutions is a well-established Bay Area eldercare organization committed to the highest standards of compassionate care for seniors. We are seeking a Care Coordinator to support and collaborate with the Care Management team. The Care Coordinator ensures that clients receive topnotch care, leading to optimal outcomes. This role combines the ability to support care management activities with strong administrative and operational skills.
Care Manager
Sage Eldercare specializes in high touch, holistic, in-home care for older adults with dementia. Our team of Care Managers implement high standards of optimal care and provide creative solutions that address clients' physical, social, and emotional wellbeing. We?re growing our team and seek Care Managers with prior experience in eldercare, who are highly organized, resourceful and excel at communicating with empathy. Preference for a Masters degree in one of the following: Gerontology, MSW, MFT, OT or Nursing. This position works from home with travel within SF and northern San Mateo county.
Controller - Fractional - NetSuite Expert
1. Part time/Consulting, initially 2 days/week then 1 day/week once NetSuite is optimized. 2. Key Priorities: Health Check to include audit of User Profiles, Month/Year End routines, Chart of Account review and prioritize clean up. 3. Strong hands-on Controller, willing to dig into weeds of transactions and ?fix? things. 4. Experience with Month-end and Year-end routines. 5. NetSuite capabilities to build out financial statements, cash flow, financial and operational dashboards. 6. Experience with inventory management and reporting desired. 7. Flexible schedule, work remote or onsite
Corporate Finance and Restructuring Director (LA/Dallas)
Area : Los Angeles/Dallas Description : Our client is a unique accounting and business consulting firm that offers a wide range of outsourced business services to small businesses and start-ups. They are seeking a Corporate Finance & Restructuring Director to supervise and oversee the processes for financial forecasting and reporting within the company.
Corporate Finance Controller (Dallas)
Area : Dallas, TX Description : Our client is a unique accounting and business consulting firm that offers a wide range of outsourced business services to small businesses and start-ups. They are seeking a Corporate Finance Controller to apply operational business experience along with accounting, finance, and analytical skills to various clients' situations and practice disciplines. https://www.thetreehousepartners.com/job-detail/?job_id=579
Corporate Income Tax Accountant - McLaren & Associates CPAs, PC,Shrewsbury, MA
We are in need of a Corporate Income Tax Accountant with 1 to 4 years' experience. McLaren & Associates CPAs, PC is growing and seeking creative individuals who can help clients succeed and prosper. We approach our ever-changing industry with a positive attitude, a sense of humor, and a deep belief that we can make a positive difference. Interested in becoming a tax strategist, business valuator, and or a forensic accountant? We are the career you are looking for. A successful candidate will have strong interpersonal and analytical skills and be dynamic. Email us DAVE@DMCLARENCPA.COM.
Data Intelligence Analyst
The Data Intelligence Analyst works independently with designing and maintaining data systems, including driving data warehousing efforts and responsible for developing and maintaining extract, transform, and load data feeds/transfers through Business Intelligence reports and dashboards. Extract information from a variety of sources into our SQL Server Data Warehouse by matching and cleansing customer information. Maintain database tables and design new BI architecture to align with other systems.
Director of Production & Fulfillment Operations
Manages all order fulfillment and production (manufacturing) aspects of a $13 million dollar e-commerce business growing at 15%-25% a year. This is a data driven position. The right candidate will display not only an aptitude for managing people and processes but also a desire to dig into the data and improve processes on a daily basis. Establishes, measures, and acts upon KPIs for each department and position. See link for more details: https://integressinc.com/manufacturing-job-oklahoma-city/
Engineering Director
This position is responsible for design and manufacturing engineering resources for several unique product lines within Engineered Products. See link for more details: https://integressinc.com/engineering-director-los-angeles/
ERP Support Analyst
The Business Systems Specialist drives technical solutions that enable Company employees to provide the best products and services to our customers. See link for more details: https://integressinc.com/it-business-systems-analyst-los-angeles-cerritos/
Estate Planning and Probate Attorney
Boutique estate planning and business law firm seeking associate attorney for estate planning department. Must be highly motivated, able to work independently, and have strong writing skills. We are seeking candidates with 3+ yrs of prior estate planning, probate, and trust administration experience. Tax background and entrepreneurial spirit a plus. Salary commensurate with experience.
Estate Planning Attorney in Sonoma County
Johnston Thomas, Attorneys at Law, PC, has a position open for an experienced estate planning attorney with a minimum of five years' experience. If interested, let's have a conversation!
Extruder Operator
Is the main point of contact for all resources in the processing area of the plant -Coordinates all processing area activities and a safe, food safe, and efficient manner in alignment with shift, area, and plant goals Performs all assigned activities and job tasks within a line or area Operates equipment in a safe and efficient manner Takes corrective actions in solving problems to root cause level Assess equipment operating reliability and perform routine repairs, adjustments and malfunction troubleshooting Performs and/or works with Maintenance to complete equipment preventive mai
Financial Advisory
Do you know a Financial Advisor looking for a collaborative work environment? Seeking a licensed Financial Advisor with a minimum of five years financial services experience. The ideal candidate is a financial planner who is eager to work in a dynamic, fast-paced environment. We work with business owners, key executives and female investors, focusing on income and estate tax mitigation implemented through financial planning and wealth management strategies. We offer a competitive package including salary and quarterly bonus plan. Resumes: info@wealthwisefinancial.com or 949.748.1177.
Full Charge Bookkeeper - McLaren & Associates CPAs, PC,Shrewsbury, MA
We are looking for a Full Charge Bookkeeper with 1 to 4 years? experience. McLaren & Associates CPAs, PC is growing and seeking creative individuals who can help clients succeed and prosper. We approach our ever-changing industry with a positive attitude, a sense of humor, and a deep belief that we can make a positive difference. Interested in working with tax strategists, business valuators, and forensic accountants? We are the career you are looking for. A successful candidate will have strong interpersonal and analytical skills and be dynamic. Email us at DAVE@DMCLARENCPA.COM.
Fundraising Manager of Guardians (Non Profit)
Manage all day-to-day work of the support group, the Guardians. Key activities include: Developing and managing support group operating plan Oversight of support group budget, which includes monitoring both income and expenses Creating and implementing a marketing and communication plan to promote continued and increased participation among members Overseeing preparation of all communications to members, including mailings, newsletters and emails Overseeing the membership database; Creating new tools to recruit membership https://tinyurl.com/yb7ovacl
HR Director
The Human Resources Director is responsible for developing and executing the HR strategy in support of overall business objectives and strategic direction. This individual will be a member of the Company's Leadership Team and will collaborate closely with business leaders to deliver on HR initiatives and services. This role will be responsible for all HR functions including talent acquisition, employee development, performance management, employee relations, compliance, compensation and benefits
HR Outsourcing Manager (National)
Area : National Our client is a unique accounting and business consulting firm that offers a wide range of outsourced business services to small businesses and start-ups. They are seeking a Human Resources Outsourcing Manager to provide both Human Resources and Payroll Management support to client companies and their employees. https://www.thetreehousepartners.com/job-detail/?job_id=580
Implementation Consultant - Accounting Services (Seattle, Atlanta, Chicago)
Stride Services is a multi-client accounting firm. We are an outsourced partner to professional service businesses around the US. We are looking for an Implementation Consultant plan and manage all aspects of New Client implementations from initial client contact through the hand-off to a dedicated Accounting Lead. This experienced Accounting professional acts as the key advisor, providing accounting process analysis and mapping client operational needs to contracted Stride services and processes. This is a great opportunity to use your accounting skills in a consultative way.
IT SOX Audit Manager
Primarily responsible for the management and execution of IT SOX efforts within the Internal Audit department to support the annual SOX compliance program. Participate in IT SOX efforts in conjunction with the external audit team. Review existing SOX program scope and identify areas for control rationalization, control enhancement, and testing approach changes. Identify, assess and test IT general controls (ITGCs) and IT application controls (ITACs) for complex applications such as Oracle EBS, SAP, Oracle Hyperion Financial Management and Workday.
Manager, Analytics
The Manager, Analytics role plays a critical role in daily operations at Company. In addition, the candidate will have the opportunity to and is expected to assist/grow into areas of strategic knowledge that will be key to maintaining and advancing the company's competitive advantage. They will be tightly integrated with the C-suite in daily operational execution and long-term strategic knowledge development. See link for more details: https://integressinc.com/analytics-manager-los-angeles/
Office Manager
PT to FT Office Manager needed for small, well-established, busy Bankers Hill Family Law firm, a women-owned business with a family-oriented team culture. Must have 5 yrs OM experience. Duties include: Admin support to team members, Assisting IT and Acctg Depts, Employee benefits and insurance coordination, Tracking/completing tasks efficiently and cost-effectively. Must have: Team player/positive attitude (no egos), Excellent computer, organizational and communication skills, Microsoft Office Suite knowledge. Salary from $25/hr + benefits. Send resume to natalieb@abcfamilylawsd.com.
Operations Manager
Seeking outgoing, supportive, open-minded, organized, tech-savvy person for the role of operations manager. PT and virtual acceptable. Marketing background a plus. Send CV to diana@purisconsulting.com
Project Leader for a Boutique Management Consultancy 
Area : Chicago, IL Description : Our client is a boutique management consultancy that works with forward-thinking leaders to transform the culture, leadership behaviors, and day-to-day work practices of their organizations. They are seeking a Project Leader to lead the process of creating, planning, and tracking detailed work plans for a range of short and long-term projects across clients. https://www.thetreehousepartners.com/job-detail/?job_id=582
QA Manager
This company serves the medical and aerospace industries. You will be given the opportunity to work with high end metals on complex, challenging parts in a stable environment with significant tenure among the majority of employees. Deep understanding of AS9100 and/or ISO13485 required. Experience leading both internal and external audits. Previous management/supervisory experience within the quality department. Must be responsive, detail oriented, and attentive, ready to take control of the department. CMM programming with PC-DMIS a plus
Sales & Marketing Manager
The Sales & Marketing Manager (SMM) has primary responsibility for ensuring that the HMI sales plan is achieved and will report directly to the Performance Center Director (PCD). The SMM is also responsible for directly managing customers that are generally captive to the Human Machine Interface (HMI) department. See link for more details: https://integressinc.com/sales-marketing-manager-los-angeles/
Sales Engineer
This position is responsible for the field sales of Company's Sensor Products. This is a sales role for a defined territory and/or set of end users, partners, and OEM?s. While the primary focus is on sensor opportunities, the sensor sales engineer, through his/her activities should generate vision funnel for the account manager when the vision sensor product will not solve the application. See link for more details: https://integressinc.com/sales-engineer-in-dallas-texas/
Sales Executive - SaaS ERP
Attivo All-in-One, a SaaS ERP based on SAP Business One, is our flagship offering. We are seeking a Sales Exec who is driven to close new accounts from a strong pipeline of opportunities. Working in a team environment our Sales Exec will qualify, demo and close new business. New opportunities will be provided by our SDR, marketing campaigns and the Sales Exec?s own prospecting efforts. Attivo has over two decades of experience working with manufacturing and distribution clients to optimize and automate their businesses. Contact brad.leggett@attivoconsulting.com
Sales recruiter - SoCal
I have a CEO client who wants to hire a Sales Development Rep. They are looking for a contingent recruiter who specializes in hiring salespeople. In addition, the recruiter should conduct assessments of candidates on their sales acumen prior to introducing a candidate to the CEO.
Seeking a Disbursement Manager
The class-action lawsuit administration company is seeking an experienced Disbursement Compliance Manager. Reporting to the SVP Strategic Partnerships, this person will lead and manage all disbursement and banking team activities for processing a high volume of claimant payments for settlements including data audits, disbursement processing, and bank reconciliation. The ideal candidate is an experienced manager and will have the opportunity to scale operations for substantial growth while leading the Disbursement Team. Please send me the resume at ytsuchida@hitollc.com
Senior HR Payroll Consultant for an Outsourced Business Services Firm
Area : Boise/Los Angeles/Dallas Description : Our client is a unique accounting and business consulting firm that offers a wide range of outsourced business services to small businesses and start-ups. This is an exciting and fast-paced firm with an awesome culture. The company covers everything from basic bookkeeping and tax planning to forecasting/budgets to HR, legal, and acquisition work. They are seeking a Senior HR Payroll Consultant to provide Payroll support to client companies and their employees. https://www.thetreehousepartners.com/job-detail/?job_id=581
Senior Systems Engineer
This role is for a senior technical leader with extensive infrastructure experience in enterprise environments. We need someone who is highly motivated, self-starting, and with great communication skills. The candidate should have a strong understanding of the technologies and systems in place at the Company and be able to solve complex problems as well as implement and evaluate new products. See link for more details: https://integressinc.com/senior-systems-engineer-orange-county/
VP of Data Science
The VP of Data Science role is a greenfield opportunity to establish the impact of ML/AI in the future valuation of the company as it scales past the current point of inflexion and works towards moments of step growth events in the next few years. See link for more details: https://integressinc.com/data-science-director-los-angeles/
Warehouse Fulfillment Manager
Manages all order fulfillment and warehousing aspects of a $13 million dollar e-commerce business growing at 15%-25% a year. Practices Six Sigma and/or Lean process improvement methods to improve fulfillment operations. Will be implementing and running the project to move to a new WMS system in the next 12 months, handling all aspects of the deployment and switchover. Implements and enforces proper fulfillment procedures such as demand based slotting, proper replenishment techniques, etc. See link for more details: https://integressinc.com/warehouse-fulfillment-manager/
Expand Your Client Relationships with an Attivo All-in-One Partnership
Entrepreneurial businesses often lack the time, knowledge, and manpower necessary to implement the technology solutions to streamline operations and facilitate growth. Attivo All-in-One is an affordable subscription-based ERP that neutralizes many of the obstacles standing between small businesses and their goals. Attivo is seeking strategic business advisors as partners (https://www.attivoconsulting.com/strategic-partners) in the marketing and implementation of Attivo All-in-One. Contact brad.leggett@attivoconsulting.com
Florida Based Construction Company Financing Opportunity
Need lender who can lend without 2 years of tax returns. High growth construction company needs financing options for residential acquisitions and LOC for open jobs. The company self-funded and now is asset-heavy and cash poor.
Senior Housing Refinancing - $23 million
Hi. I'm looking for a senior housing lender for a $23 mm refinancing transaction in Minneapolis/St Paul area. Facility has 103 Assisted Living and Memory Care units. It's beautiful, opened in Mar 2020 and is now half full. Should be stabilized by July 2021 with a stabilized value of $40 million. Seeking just 2 year financing; anticipated take out with other long term debt then. Must accept PACE financing in the capital stack I far prefer a direct lender but if broker, please be specific about fees, your experience with senior housing and how you can help. This has a very rapid turnaround.

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