Fiscal Year

2024

Case Number

A-23003-81843

Case Status

Certified

Received Date

2023-03-07

Decision Date

2024-04-24

Refile

N

Original File Date

2024-01-01 01:10:33

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

GOAL INVESTMENT GROUP, INC

Employer Name Slug

goal-investment-group-inc

Employer Address 1

402 W BROADWAY

Employer Address 2

SUITE 2000

Employer City

SAN DIEGO

Employer City Slug

san-diego

Employer State

CALIFORNIA

Employer State Slug

california

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

92101

Employer Phone

(605) 206-5297

Employer Number of Employees

19

Employer Year Commenced Business

2020

NAICS Code

551114

FW Ownership Interest

N

Employer Contact Name

Barbi Roberts

Employer Contact Address 1

402 W Broadway

Employer Contact Address 2

Suite 2000

Employer Contact City

SAN DIEGO

Employer Contact State/Province

CALIFORNIA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

92101

Employer Contact Phone

(605) 206-5297

Employer Contact Email

broberts@goalsolutions.com

Agent Attorney Name

Grace Zimmerman

Agent Attorney Firm Name

Larrabee Albi Coker LLP

Agent Attorney Phone

(858) 642-0420

Agent Attorney Address 1

9920 Pacific Heights Boulevard

Agent Attorney Address 2

Suite 300

Agent Attorney City

San Diego

Agent Attorney State/Province

CALIFORNIA

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

92106

Agent Attorney Email

grace@larrabee.com

PW Track Number

P10022111093101

PW SOC Code

13-2051.00

PW SOC Title

Financial and Investment Analysts

PW Skill Level

Level II

PW Wage

82368.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2022-11-07

PW Expiration Date

2023-06-30

Wage Offer From

82368.00

Wage Offer To

0.00

Average Salary

82368.00

Wage Unit of Pay

Year

Worksite Address 1

402 W. Broadway

Worksite Address 2

Suite 2000

Worksite City

San Diego

Worksite City Slug

san-diego

Worksite State

CALIFORNIA

Worksite Postal Code

92101

Job Title

Financial Investment Analyst

Job Title Slug

financial-investment-analyst

Minimum Education

Bachelor's

Major Field of Study

Finance, Accounting, or a related academic field.

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

See H.4B.

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

36

Accept Alternative Job Title

Financial Analyst, Data Analyst, Reporting Analyst, or Financial Reporting see H.14

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

H.10A and H.10B 3 years of experience as a financial analyst, data analyst, or reporting analyst; or 3 years of experience in financial reporting to include any relevant job titles within this occupation.br br H.12 Job requirements are normal for the employer due to the complexity of job duties associated with this position. Employer answered no to Question H.12 based on SVP analysis only.br br Work experience to include 1 3 years of experience with consumer finance. 2 Building discounted cash flow models. 3 Microsoft Excel Skills, including VBA, macros, pivot tables, pivot charts, nested if statements, index match, log normal functions, weighted average functions, condition formatting, softwareAPI integrations with Moodys Structured Finance Workstation software, bond math, discounted cash flow modeling, portfolio valuation, or comparablerelative performance analysis. 4 SQL query writing to gather the performance related information. 5 Managing API integration with excel, managing data feeds for upload from excel, automating upload of data feeds, and automating model execution and output to excel. 6 Using PowerPoint to create and update presentation slide decks. 7 Utilizing data and analytics and SQL. Any and all experience may be gained concurrently.br br Hiring Requirements Background Checks.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2022-11-14

SWA Job Order End Date

2022-12-15

Sunday Edition Newspaper

Y

First Newspaper Name

The San Diego UnionTribune

First Advertisement Start Date

2022-12-04

Second Newspaper Ad Name

The San Diego UnionTribune

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-12-11

Employer Website From Date

2022-12-01

Employer Website To Date

2022-12-08

Professional Organization Ad From Date

2024-01-01 01:10:33

Professional Organization Advertisement To Date

2024-01-01 01:10:33

Job Search Website From Date

2022-12-05

Job Search Website To Date

2022-12-09

Employee Referral Program From Date

2024-01-01 01:10:33

Employee Referral Program To Date

2024-01-01 01:10:33

Local Ethnic Paper From Date

2022-12-09

Local Ethnic Paper To Date

2022-12-09

Radio/TV Ad From Date

2024-01-01 01:10:33

Radio/TV Ad To Date

2024-01-01 01:10:33

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CHINA

Foreign Worker Birth Country

CHINA

Class of Admission

H-1B

Foreign Worker Education

Master's

Foreign Worker Information: Major

ACCOUNTING

Foreign Worker Years of Education Completed

2016

Foreign Worker Institution of Education

BOSTON COLLEGE

Foreign Worker Education Institution Address 1

140 COMMONWEALTH AVENUE

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

CHESTNUT HILL

Foreign Worker Education Institution State/Province

MA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

2467

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Grace Zimmerman

Preparer Title

Partner Attorney at Law

Preparer Email

grace@larrabee.com

Employer Information Declaration Name

Lisa DAcquisto

Employer Information Declaration Title

Vice President, Human Resources