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Anchin Executive Network

Your Network

The Anchin Executive Network (AEN) is a multi-dimensional networking initiative that is built to assist executive-level finance and accounting professionals with whom Anchin has a relationship. Through AEN's contacts and clients, executive level professionals will have access to new opportunities, educational and professional development, and exclusive networking events and content.

Who is the Anchin Executive Network?

AEN is comprised of senior-level finance and accounting professionals who we have established a relationship with including clients, alumni, former clients and others who have been introduced to us through our current business networks.

New Career Opportunities

The Anchin Executive Network will provide opportunities that are limited to members of the program. Due to our close, consultative relationship with hundreds of growing tri-state area companies, we will be able to provide direct access to executives searching for new financial professionals to join their management teams. Your membership will include bimonthly electronic newsletters with a variety of executive positions and relevant resources. Our goal is to help you find the position you’re looking for, while serving as a bridge to Anchin’s clients and friends.

Educational and Professional Development

AEN will provide complementary continuing professional education classes and resources for members of AEN. We will provide educational opportunities through our CPE for CFOs program, along with our industry-focused teams, producing live seminars and events, webinars, and presentations exclusively for members. Topics will include financial and business reporting, taxation, and other hot button financial issues currently affecting the business community. Anchin is certified to provide continuing professional education credits.

Exclusive Networking Events and Content

AEN has many long time established relationships in the business community and this will serve as a resource for its members. Anchin hosts dozens of industry events per year and members of AEN will have access to these networking opportunities. AEN will also hold periodical networking events focused on bringing together tri-state region finance and accounting executives. Additionally, AEN members will have unique access to thought leadership and other content produced by Anchin and its affiliates.

How Do I Join?

There is no cost to join. For more information on the Anchin Executive Network, please contact Steve Mandell, Relationship Manager at 212.536.6877 or via e-mail at steve.mandell@anchin.com.

Anchin Executive Network for Recruiting Agencies

  • WhyAEN?
    • We have access to hundreds of qualified, high-level finance and accounting professionals who are members of AEN.
  • WhatcanAEN do for you?
    • Access to high-level finance and accounting executive candidates
    • Opportunity sharing on AEN's website and e-mail distribution
    • Exclusive opportunities to network with Anchin team members and members of AEN
  • CFO (Financing Company) – New York, NY

    Location: New York, NY
    Salary: 225K+

    Successful growing privately-owned finance company in NYC is looking for a CFO.

    Please contact Steve.Mandell@anchin.com for more details.

    Ideal Candidate is coming from the banking/finance industry.

  • Controller (CPG - Manufacturing) – White Plains, NY

    Location: White Plains, NY
    Salary: 150K

    The Controller will be accountable for all accounting functions and procurement/inventory management operations of the company, to include the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk and enhance the accuracy of the company's reported financial results, purchasing from domestic and international partners and management of inventory and warehousing/shipping (via an external distribution partner). Work closely with and support company President and Sales Director on budgeting and customer issues.

    Responsibilities:

    Transactions
    1. Ensure that accounts payable are paid in a timely manner
    2. Ensure that all reasonable discounts are taken on accounts payable
    3. Ensure that accounts receivable are collected promptly
    4. Prepare payroll and ensure that all payroll tax returns are filed
    5. Ensure that periodic bank reconciliations are completed
    6. Maintain the chart of accounts
    7. Maintain an orderly accounting filing system
    8. Maintain a system of controls over accounting transactions

    Reporting
    1. Prepare journal entries, analyze accounts, finalize bank reconciliations and prepare monthly financial packages
    2. Issue timely and complete financial statements
    3. Manage the production of the annual budget and forecasts
    4. Calculate variances from the budget and report significant issues to management
    5. Provide financial analyses as needed – customer profitability, investments, pricing decisions, and contract negotiations
    6. Prepare documents for outside accountants to prepare annual tax returns and financial statements
    7. File tax returns and distribute required K-1s

    Procurement/Inventory
    1. Monitor inventory, place purchase orders with suppliers and coordinate deliveries
    2. Record receipt of goods and reconcile with third party warehouse. Follow-up with suppliers on any discrepancies.
    3. Update inventory and periodically reconcile to third party warehouse, prepare roll forward reports and communicate variances/customer impact to team
    4. Manage supply chain and notify senior management of any possible obstacles to customer deliveries and cost impacts
    5. Perform cost analysis and set appropriate benchmarks
    6. Develop an inventory tracking system to streamline our business operations
    7. Communicate with third party distribution partner about current stock and potential issues with orders
    8. Assess new inventory to ensure it is ready for shipping or delivery
    9. Develop criteria and help select software to manage the purchasing process

    Compliance
    1. Coordinate the provision of information to external auditors for the annual review and financial statement issuance
    2. Monitor debt levels and compliance with debt covenants
    3. Comply with local, state, and federal government reporting requirements and tax filings including all income and sales tax filings

    IT
    1. Plan and implement necessary system changes
    2. Manage external partners

    Additional Responsibilities:
    1. Manage employee records and administer health insurance and other employee benefits
    2. Obtain and maintain insurance (property & liability, travel accident, cargo, et al)
    3. Supervise budgeting and sales forecast preparations
    4. Establish and maintain bank relationships including line of credit
    5. Work with outside legal counsel as required

    Desired Qualifications and skills:
    • Licensed CPA with public accounting experience
    • Experience developing financial statements
    • Purchasing and inventory management experience
    • Knowledge of corporate entity types (LP, S Corp, C Corp, LLC)
    • Small company experience
    • IT knowledge to supervise external partners
    • Excel expertise
    • Sage 100 familiarity
    • Microsoft Outlook
    • Microsoft Word
    • Experience with distribution to national retailers

    Working Conditions:
    • Small office environment
    • Will be expected to travel as needed

    Supervises: Accounting and customer service staff of 2 people

    Please send resume to Steve.Mandell@anchin.com

  • Controller (SaaS - Technology) – New York, NY

    Location: New York, NY
    Salary: 140K

    This is a hands-on controller position responsible for managing the accounting function, which includes all facets of managing revenue, billing, collections, expense management, account reconciliations and financial reporting. The Controller will be responsible for implementing accounting policies and revenue recognition rules to comply with GAAP.
    You will oversee updates to fiscal policies and procedures to ensure compliance with best practices and maintenance of internal controls in order to minimize financial risk and position the company for explosive growth. Furthermore, you will own the monthly and annual closing process and analysis of general ledger accounts. You will work closely with outside firms to prepare and submit taxes and review processes and procedures.

    Responsibilities:
    • Establish procedures, strengthen internal controls and accounting policies and ensure flawless execution
    • Manage the general ledger, monthly closing and financial statement preparation
    • Review all upcoming GAAP reporting changes and establish compliance processes
    • Implement accounting best-practices and tools to drive growth and efficiency
    • Establish and execute asset management and purchasing processes
    • Manage payroll and benefit plan and compliance
    • Prepare financial reports and analysis to CFO and CEO on a monthly and quarterly basis
    • Ensure quality control over financial transactions and financial reporting
    • Work with outside CPAs to ensure timely filing of taxes as well as accurate reporting of financial statements
    • Coordinate and direct the preparation of the budget and financial forecasts and report variances
    • Develop and maintain cost accounting processes and reports
    • Partner with other departments to improve processes to help scale the business
    • Communicate effectively with all levels of management and third-party providers
    • Identify business/operational risks, assess mitigating controls and develop policies and procedures to address such risks

    Qualifications:
    • Bachelor’s Degree in accounting
    • Demonstrated regulatory and compliance knowledge
    • Minimum of 10 years of hands-on accounting managerial experience
    • Quickbooks & Quickbooks online
    • Process driven and must have proven record of establishing strong controls
    • Demonstrated ability in scaling up accounting role
    • Background in public accounting preferably in a big 4 firm
    • CPA certification strongly preferred
    • Controller role in a SaaS technology company preferred
    • Advanced knowledge of modeling in Excel

    Please send resume to Steve.Mandell@anchin.com

  • Controller (Media) – New York, NY

    Location: New York, NY
    Salary: 100K+

    Summary:
    This position is responsible for all day to day accounting activities, all office management and human resource management. Detailed responsibilities include but are not limited to:

    Controller:
    • Prepares all client invoices and manages all collection activities and tracks accounts receivables
    • Responsible for timely monthly closing and all closing procedures
    • Works with other departments with respect to daily activities related to financial issues
    • Prepare monthly, quarterly, and annual financial statements for use by management, Board of Directors presentation, investors, and outside entities. Responsible to compliance with GAAP
    • Manages cash flow reporting and cash projections. Daily bank reconciliation
    • Manages with CFO all corporate insurance requirements and renewals
    • Responsible for maintaining client contract files, contract summaries and due dates
    • Responsible for assuring compliance with all company expense policies
    • Processes and enters accounts payable, expense reports and works daily with vendors
    • Responsible for maintenance of accounting systems including Quickbooks and Expensify
    • Enters payroll and payroll changes. Interfaces with payroll provider
    • Processes all approved payments via check or wire
    • Supplies data to sales and marking team as required for presentations and to CFO for Board of Directors meetings
    • Assists CFO in creating business models and analysis
    • Prepares all 1099’s annually
    • Liaise with tax accountants on various matters
    • Maintains fixed asset inventory
    • Prepared schedules for audits
    • Responds to ad-hoc needs of CEO and CFO

    Office management:
    • Responsible for all company-wide purchasing
    • Responsible for getting multiple quotes from vendors
    • Tracks all computer equipment and other fixed assets
    • Liaise with landlord on office issues
    • Assures office security
    • Develops with CFO office policies

    Human resources:
    • Assists in recruiting of new staff, prepares job descriptions, and manages job postings
    • Onboard new employees, advise employees on company policies and benefits
    • Offboard employees leaving, assures all company assets are returned and conducts exit interviews
    • Responds to employee questions and concerns and escalates as necessary
    • Maintains company handbook
    • Tracks paid time off, employee leaves and other employment issues
    • Prepares government required human resource reports

    Please send resume to Steve.Mandell@anchin.com

  • CFO (Arch - Design) – Downtown NYC

    Location: Downtown NYC
    Salary: 175K+

    A mid-market Arch/Design firm is targeting a Chief Financial Officer (CFO). This person will be the company’s first CFO and will provide innovative financial guidance and solutions to promote the sustainable growth of the Company. By delivering best in class financial data and actionable plans to support strategies, the CFO and the Finance and Accounting Team are considered trusted business partners to the owners and leaders of the company.

    Responsibilities:

    Financial Strategies:
    · Manage Finance and Accounting Functions
    · Cash Flow and Treasury Management
    · Direct Strategic Financial Forecasting and development of plans that respond to projected needs
    · Manage all Banking and Credit relationships in support of strategic objectives
    · Develop Financial Strategies designed to win and retain clients
    · Lead Administrator for the Pension/Profit Sharing Plan
    · Administration of Company Incentive Plans
    · Lead a team of highly skilled, trusted, and creative professionals in Finance and Accounting.

    Strategic Planning and Execution:
    · Long Term and Short Term Strategic Financial and Tax Planning – as a member of the Senior Leadership Team
    · Recognize, promote, and implement strategic growth opportunities
    · Implement, monitor and respond to performance metrics that support strategic direction
    · As business partner to company leaders, provide in depth guidance and assistance to assure business unit objectives are met or exceeded

    Compliance:
    · In conjunction with the Company’s CPAs, manage and produce – Reviewed Financial Statements, Pension /Profit Sharing Plan Audit, Tax Return Preparation
    · Direct and execute other governmental activity such as Tax Audits, DOL Audits, and other Governmental Reports and Surveys.

    Human Resources:
    · Partner with HR in compensation administration and benchmarking
    · Partner with HR in benefit Design and Procurement.

    Experience:
    - MUST have experience at an Architecture, Design or Engineering firm.
    - The ideal candidate for the Chief Financial Officer should have experience of 10+ years
    - Ideal candidate has had experience being a company’s first CFO.
    - Must be a Strategic thinker and very hands.
    - Experience that shows proven growth as a CFO
    - Having DELTEK experience is a huge plus
    - Should have experience in partnering with an executive team, and have a high level of written and oral communication skills.
    - MBA and/or CPA is a high priority

    Please send resume to Steve.Mandell@anchin.com

  • Anchin Private Client Group (Director Level) – New York, NY

    Location: New York, NY
    Salary: Open

    Requirements:
    • Function as clients CFO, becoming the point person for a team of advisors
    • Manage staff in customized services including: tax compliance, record keeping, and bill payment services
    • Cash Flow Management and Forecasting
    • Fluent in Estate Planning Strategies
    • Knowledge of Philanthropic planning
    • Coordination of Tax Strategies with Investment Advisors
    • Established ability to Develop Business within the Private Client industry

    Qualifications:
    • Bachelor’s degree, J.D., LLM in Accounting/Taxation and/or Master’s in Taxation (MST)
    • 7-10+ years of experience in tax advisory and compliance services in support of high net worth individuals, families, family limited partnerships, private foundations, trusts and estates
    • Understanding of individual and trust & estate tax issues faced by highly affluent families
    • Ability to multi-task
    • Understanding of personal insurance needs
    • Knowledge base on investment portfolios and related issues
    • Ability to connect to third party industry service providers
    • Strong client service skills
    • Strong Interpersonal skills
    • Highest level of integrity, ethics and professionalism
    • CPA or CFP is a plus

    Please send resume to Steve.Mandell@anchin.com

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