San Diego, CA | Full-Time

Position description.

At Objective, we have rapidly growing Investment Banking & Valuation practices and are looking for a critical team member committed to support continued growth. As our team has expanded, we are looking for someone that fits our culture and has the expertise to improve financial reporting and implement operational processes that will drive efficiency, employee satisfaction, and continued amazing results for our clients.


Both our client service and culture are second to none, stemming from our firmwide embrace of our five core values:


We are uncompromising advocates for our client’s objectives,
• We believe collaboration leads to the best decision-making,
• Consistent excellence creates consistent outcomes,
• We enjoy hard work; it’s the only way to achieve exceptional results, and
• We are committed to fulfilling the lives of both our clients and our team members.


Given our growth over the past several years and our expectation to continue on this trajectory, this is a great opportunity for a highly motivated individual to make a significant impact on the operations and overall management of the firm. Read on to learn more about an exciting opportunity to join our team.


This position will be responsible for oversight of all finance, accounting, and reporting activities. They are responsible for developing, deploying, and enforcing the best practices, procedures, and tools necessary to ensure consistency, quality, and maximum efficiency of both the Investment Banking and Valuation teams. They will be responsible for strategic initiatives and implementing process enhancements. They will play an integral role working closely and partnering with senior members of the execution team to drive effective growth strategies.


Our ideal professional will be highly skilled in workflow and project management, will understand KPI’s and be metrics-driven. Someone who is invested in making important contributions to the success of the firm and build on our foundation for future growth.
We are growing and require an individual who can help us sustain our growth by ensuring all parts of our execution team are working at maximum capacity. This role requires someone who can help us scale our organization with experience in change management through process development and documentation, efficiency and a whole lot of grit, creativity, and teamwork.

Essential duties & responsibilities.

  • Responsible for oversight of all finance, accounting, human resources, recruiting, performance management, and various reporting activities.
  • Conduct thorough and detailed analysis to produce data driven recommendations to enable leadership decisions. You’ll help in developing the plans with our leadership, driving results, and building stronger analytical competencies within the team.
  • Consistently analyze and conduct rigorous analysis of financial data and present financial reports in an accurate and timely manner; clearly communicate monthly, quarterly, and annual financial statements; monitor progress and changes to help management team better understand the financial state of the firm.
  • Define & manage KPI’s; as well as being accountable for identifying and driving action plans cross-functionally to improve those KPI’s.
  • Utilize operational metrics dashboards & reports to assess business performance and identify areas for improvement.
  • Manage and own the annual budgeting and planning process; administer and review all financial plans and compare to actual results with a view to identify, explain, and correct variances as appropriate.
  • Project and margin management of client engagements including staffing & capacity planning.
  • Drive operational improvement through establishment and documentation of operational processes and templates utilizing best-in-class systems and software.
  • Conduct and prepare quantitative and qualitative business analysis and prepare materials for business strategy reviews.
  • Oversee compliance in accordance with firm and industry compliance and regulatory mandates (FINRA)

Key qualifications & requirements.


We offer competitive compensation with salary and quarterly bonus. We also offer industry leading benefits including medical, dental, vision, unlimited PTO, 401k with employer match, employer paid life insurance, flexible spending accounts, employee assistant program, and employee discounts via Insperity. Work/life balance is our foundation and is supported through paid holidays and paid time off.

Ready to apply?

If you are interested in pursuing this opportunity please select “Apply Now” below, or email your cover letter and resume directly to:


Mandy F. Woods

Chief Operating Officer


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