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Finance
Werner Auto TeamTallahassee, Florida
Position: Finance Manager Job Type: Full-Time Experience: Required Earnings: Most Competitive Compensation Package in the Area Work Schedule: Variable You will report to the General manager of your respective dealership. This is not a remote position. Drug-free workplace Must be willing to submit to a Pre-Employment Background Check, Motor Vehicle Report Review & Drug Screen WERNER KIA, a leading automotive dealership in Tallahassee, Florida is seeking a highly motivated and experienced Sales Manager to join our team. As a Sales Manager, you will be responsible for driving sales and profitability through the effective management of our sales team as well as establishing and maintaining strong customer relationships. This is an exciting opportunity for a top-performing sales professional to take their career to the next level with a reputable dealership. We are looking for: Proven track record of achieving and exceeding sales targets. Proven leadership ability to mentor and train others. Strong customer service and communication skills. Proficient in Microsoft Office and CRM software Ability to work in a fast-paced and dynamic environment. Competitive and self-motivated attitude with eagerness to improve. Relevant Work Experience: Minimum of 3-5 years of experience in automotive sales, with at least 2 years in a sales management role. Employee Benefits Offered : PPO Medical Insurance After 30 days Dental Insurance Vision Insurance Life Insurance Employee Assistance Program Supplemental Benefit Insurance, including Short-Term & Long-Term Disability Insurance 401(k) with Employer Match On Demand Pay Program Paid Time Off Employee Discounts EEOC STATEMENT We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Posted 30+ days ago

Finance-logo
Finance
Werner KiaTallahassee, Florida
Position: Finance Manager Job Type: Full-Time Experience: Required Earnings: Most Competitive Compensation Package in the Area Work Schedule: Variable You will report to the General manager of your respective dealership. This is not a remote position. Drug-free workplace Must be willing to submit to a Pre-Employment Background Check, Motor Vehicle Report Review & Drug Screen WERNER KIA, a leading automotive dealership in Tallahassee, Florida is seeking a highly motivated and experienced Sales Manager to join our team. As a Sales Manager, you will be responsible for driving sales and profitability through the effective management of our sales team as well as establishing and maintaining strong customer relationships. This is an exciting opportunity for a top-performing sales professional to take their career to the next level with a reputable dealership. We are looking for: Proven track record of achieving and exceeding sales targets. Proven leadership ability to mentor and train others. Strong customer service and communication skills. Proficient in Microsoft Office and CRM software Ability to work in a fast-paced and dynamic environment. Competitive and self-motivated attitude with eagerness to improve. Relevant Work Experience: Minimum of 3-5 years of experience in automotive sales, with at least 2 years in a sales management role. Employee Benefits Offered : PPO Medical Insurance After 30 days Dental Insurance Vision Insurance Life Insurance Employee Assistance Program Supplemental Benefit Insurance, including Short-Term & Long-Term Disability Insurance 401(k) with Employer Match On Demand Pay Program Paid Time Off Employee Discounts EEOC STATEMENT We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Posted today

Finance Transformation Consultant - Finance Strategy, Senior Associate-logo
Finance Transformation Consultant - Finance Strategy, Senior Associate
PricewaterhouseCoopersDallas, Texas
Industry/Sector Not Applicable Specialism Finance Management Level Senior Associate Job Description & Summary A career within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our Finance Operating Model and Organization Design practice team helps clients execute these strategies to reduce functional and operational complexity through streamlined processes, optimized use of technology, and efficient use of resources to deliver cost effective, high quality services to all stakeholders. We support our clients by addressing the challenges of achieving contemporary operating models, upskilling talent to focus team members on driving insight and partnering with their business counterparts and digital transformation of the finance function to create world class functional excellence. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Minimum Years of Experience : 3 year(s) Preferred Qualifications : Preferred Fields of Study : Accounting, Business Administration/Management, Finance, Management Information Systems Certification(s) Preferred : CPA Preferred Knowledge/Skills : Demonstrates thorough level abilities and/or proven experience advising global organizations on organizational structures and talent strategies including: Shared Service Centers; Business Process Outsourcing; Centers of Excellence; Upskilling; Performance Management; BPO selection, contracting, transition, and measurement; Demonstrates thorough level knowledge of Finance and Accounting leading practices, industry-specific knowledge of global trends, and contribution to the development of thought leadership; Demonstrates thorough abilities and/or experience leveraging multiple data gathering strategies and analytical thinking to challenge the status quo, develop insights and innovative solutions, and solve complex business problems; Demonstrates thorough level abilities and/or a proven record of developing strategies, transformation roadmaps, and executing change to achieve business outcomes; Demonstrates thorough level process improvement experience across Procure-to-Pay, Order-to-Cash, Record-to-Report, Planning/Budgeting/Forecasting, and Financial Reporting (internal and external); Demonstrates thorough abilities and/or experience with common Finance and Accounting technology applications and other emerging technology solutions; Demonstrates thorough level experience with organization design, talent management and shared services & outsourcing; Demonstrates thorough level experience with data and chart of accounts design to enhance analytics, reporting and decision support; Demonstrates thorough level communication skills (verbal and written) to convey complex messages in a simple, straightforward way that drives transparency and trust; and, Demonstrates thorough level experience cultivating and sustaining senior client relationships and supporting sales and proposal efforts. Demonstrates thorough level abilities and/or a proven ability as a team leader: Supervising large, global teams to create an atmosphere of trust; Seeking diverse views to encourage collaboration and innovation; and, Coaching staff including providing timely, meaningful feedback. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Lead Wealth Underwriter - Specialty Finance Life Insurance Premium Finance-logo
Lead Wealth Underwriter - Specialty Finance Life Insurance Premium Finance
Wells Fargo BankCharlotte, North Carolina
At Wells Fargo , we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo . It all begins with outstanding talent. It all begins with you. Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. Provides support to WIM in providing services to affluent, high net worth and ultra-high net worth individuals, families, family offices and charities. BL&T further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity.​ About this role: Wells Fargo is seeking a Lead Wealth Underwriter to join its Wealth & Investment Management Specialty Finance Group ("SFG"). SFG is a national team within WIM that provides specialized expertise in structuring, underwriting and managing large and highly complex commercial-type credits for Ultra High Net Worth individuals and families. One of SFG’s primary offerings is Life Insurance Premium Finance (LIPF), with a current portfolio of ~$2B. The Underwriter will primarily be responsible for underwriting and executing new LIPF transactions, as well as monitoring a portfolio of LIPF credits. The underwriter will also have an opportunity for exposure to SFG's other offerings including liquid secured, fine art, aircraft, unsecured and other unique collateral types... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: Spearhead financial analysis and due diligence around UHNW sponsors; distill complex credit situations into key risks/mitigants and clear and concise underwriting memos for consumption by senior leaders and credit-risk decision makers; Develop subject matter expertise in the LIPF space to ensure seamless presentation and analysis of key sponsor and collateral considerations. Lead loan structuring and as well as negotiations of legal documentation of loan transactions with outside counsel; Ensure compliance with company/regulatory policies and procedures; Manage a loan portfolio to ensure loan performance and compliance with key financial reporting and covenant requirements, premium funding/draw schedules, maintenance of risk rating accuracy, and escalation of any developing issues. Manage on-going relationships with internal business partners including Custom Credit Bankers, Relationship Managers and leaders across product and relationship teams as well as borrowing clients and their family office personnel Lead complex initiatives including those that are cross-functional with broad impact and act as a key participant in large-scale planning for Wealth Underwriting Review, analyze, and evaluate complex challenges related to multi-faceted, larger scale high-net-worth loans structures, existing portfolio issues, and complex business, operational, or technical challenges that require an in-depth evaluation of multiple factors including intangible or unprecedented factors, present recommendations for resolution Make decisions on complex and multi-faceted credit risk management issues to ensure satisfactory credit portfolio risk examinations requiring solid understanding of Wealth Underwriting functional area policies, procedures, regulations, and compliance requirements that influence and lead the Wealth Underwriting team to meet deliverables and drive new initiatives Strategically collaborate and consult with Wealth Underwriting peers, colleagues, and mid-level to senior level managers to resolve issues and achieve goals; serve as a peer mentor Partner with Custom Credit Banker and Financial Advisor to provide guidance on due diligence, credit, and loan document negotiations with clients Required Qualifications: 5+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Thorough knowledge of financial accounting theory and logic, financial statement analysis, loan structuring and commercial banking products and services. Good credit skills including an ability to structure, negotiate, and document a broad range of loan types, structures and complex requests. Strong interpersonal, communication, writing and partnering skills. Ability to make sound, independent business and credit decisions. A background in wealth or commercial lending/underwriting is preferred. Familiarity with esoteric collateral asset classes including, but not limited to life insurance, alternative assets, illiquid stock, art, etc. is a plus Experience in capital markets, commercial/corporate/investment banking, commercial real estate lending or similar is desired. Job Expectations: Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $96,600.00 - $171,800.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 13 Jun 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 5 days ago

Finance Manager - Cost Finance (COGS)-logo
Finance Manager - Cost Finance (COGS)
Home DepotAtlanta, Georgia
With a career at The Home Depot, you can be yourself and also be part of something bigger. Position Purpose: The Cost Finance team works with merchandising partners to ensure The Home Depot is paying the lowest cost for the best product possible to advocate for value for our customers. This position leverages economic and commodity data and financial analyses to analyze supplier cost increase requests, identify proactive opportunities for cost reductions, and supports Merchants with cost and profitability analytics in Product Line Reviews. This role will also help implement and drive company tariff mitigation strategy by working with merchandising and supply chain partners. Key Responsibilities: Strategic Analysis/Problem Solving - Works to fully understand business; identify and implement process and organizational improvements. Plans and ensures execution of department objectives. Participates in preparation of the annual budget, reviews monthly expenditures and ensures that budgetary goals are met. Reviews monthly metrics to ensure goals are met. Conduct financial planning for function and make appropriate recommendations. Leads, plans, and coordinates work teams in an efficient manner to effectively perform any financial function and activity; utilizes metrics to track performance and manage workload. Ensures operational processes and procedures are compliant and consist with established policies. Drive key functional financial metrics. Project Management- Develops and supports a strategic alliance with business partners. Participates in cross-functional activities focused on solving business issues and enhancing our competitive advantage. Facilitates cross-functional communication with other areas of the business including but not limited to Finance, Human Resources, Real Estate, Operations, and Information Systems. Direct Manager/Direct Reports: Typically reports to a Director level This position has no direct reports. Travel Requirements: Typically requires overnight travel 5% to 20% of the time. Physical Requirements: Most of the time is spent sitting in a comfortable position and there is frequent opportunity to move about. On rare occasions there may be a need to move or lift light articles. Working Conditions: Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable. Minimum Qualifications: Must be eighteen years of age or older. Must be legally permitted to work in the United States. Preferred Qualifications: No additional qualifications Minimum Education: The knowledge, skills and abilities typically acquired through the completion of a bachelor's degree program or equivalent degree in a field of study related to the job. Preferred Education: No additional education Minimum Years of Work Experience: 5 Preferred Years of Work Experience: No additional years of experience Minimum Leadership Experience: None Preferred Leadership Experience: None Certifications: None Competencies: Knowledge of accounting principles and practicies, analysis and reporting of financial data. Knowledge of business and mgmt. Principles involved in strategic planning and resource allocation. Project management skills; ability to prioritize and mult-task effectively. Judgement and decision-making skills; considering relative costs, benefits of potential actions.

Posted 2 weeks ago

F&I (Finance & Insurance) Manager/Finance Director-logo
F&I (Finance & Insurance) Manager/Finance Director
Hyundai of North CharlestonNorth Charleston, South Carolina
The Krause Auto Group has been in business for over 30 years, and we contribute our longevity to our focus on both customer and employee satisfaction. Our employees are not just a number. We acknowledge and support every employee regardless of position and care for everyone individually. We love to help people grow, promote from within, and celebrate individual success stories! We offer great opportunities to grow with our company portfolio which consists of 12 brands (BMW, Mercedes, Ford, Lincoln, Hyundai, Genesis, Lamborghini, Aston Martin, Rolls Royce, Koenigsegg, Mclaren, and Lotus) across 4 states (Georgia, South Carolina, North Carolina, and Florida) What we offer: Medical, Dental, Vision Insurance 401k Paid Vacations Holiday lunches/grill outs Employee appreciation celebrations Responsibilities Provide recommendations and assistance to customers in order to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience Ensure sales are structured to produce the highest profitability Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensure every deal is fully aligned with local, state and federal guidelines Prepares paperwork, contracts and delivers deals Accurately audit team deals Post-Sale and deeply analyze for improvements Guarantee the expeditious funding of all contracts Qualifications Eagerness to improve College degree preferred or equivalent experience Knowledge of dealership finance and insurance procedures Proficient at structuring deals for maximum profitability Well-versed in title laws and registration process Professional personal appearance and extraordinary verbal/written communication skills Expertise in negotiation and presentation skills Valid driver’s license We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Posted 1 week ago

Finance And Accounting Manager, Retail Finance-logo
Finance And Accounting Manager, Retail Finance
Kawasaki Motors Corp., U.S.A.Foothill Ranch, CA
Key Responsibilities: Manage all aspects of the company's financial and accounting operations, including accounts payable, accounts receivable, general ledger, and financial reporting. Oversee treasury functions, including cash flow management, investment strategies, and banking relationships. Develop and implement financial policies, procedures, and controls to ensure accurate and timely financial reporting. Prepare and present financial statements, budgets, forecasts, and variance analyses to senior management. Ensure compliance with all regulatory requirements and internal policies. Coordinate with external auditors and manage the annual audit process. Manage and implement Company's initiatives and projects from finance and accounting perspective. This includes providing requirements, designing, and performing UAT, designing new workflow and monitoring post go-live processes. Utilize financial software and systems to maintain accurate financial records and reporting. Provide strategic financial insights and recommendations to support business decisions and growth. Supervise and mentor the finance and accounting team, fostering a culture of continuous improvement and professional development. Reporting and optimizing the bad debt provisions process. Collaborate with other departments to ensure alignment and support of overall business objectives. Provides oversight, training, and coaching to department associates. All other job duties as assigned. Qualifications: Bachelor's degree in Accounting, Finance, or a related field; CPA or CMA certification preferred. Previous experience in accounting for retail finance or related financial services is mandatory. Minimum of 7-10 years of experience in finance and accounting, with at least 3-5 years in a managerial or controller role. Proficiency in financial software and systems, including advanced Microsoft Office (Excel, Word, PowerPoint) skills. Experience with SAP or Dynamics365 is highly desirable. Strong knowledge of GAAP, financial reporting, and regulatory compliance. Excellent analytical, organizational, and problem-solving skills. Exceptional communication and leadership abilities. Ability to work on-site at our Foothill Ranch, CA office. Profile Differentiators: Experience in founding, co-founding or working in a fast-paced startup environment. Experience in Powersports Finance Industry (motorcycle, ATVs UTVs, PWCs) Experience in a FinTech startup. Advanced Professional degree Knowledge of SQL and data analysis tools Salary Range: $135,000 - $155,000 annually, based on experience and qualifications. Equal Opportunity: KMRF is an Equal Opportunity Employer; employment with KMRF is governed on the basis of merit, competence and qualifications and will not be influenced in any manner by race, color, religion, gender, national origin/ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability or any other legally protected status.

Posted 1 week ago

Finance Transformation Consultant - Finance Strategy, Senior Associate-logo
Finance Transformation Consultant - Finance Strategy, Senior Associate
PwCChicago, IL
Industry/Sector Not Applicable Specialism Finance Management Level Senior Associate Job Description & Summary A career within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our Finance Operating Model and Organization Design practice team helps clients execute these strategies to reduce functional and operational complexity through streamlined processes, optimized use of technology, and efficient use of resources to deliver cost effective, high quality services to all stakeholders. We support our clients by addressing the challenges of achieving contemporary operating models, upskilling talent to focus team members on driving insight and partnering with their business counterparts and digital transformation of the finance function to create world class functional excellence. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 3 year(s) Preferred Qualifications: Preferred Fields of Study: Accounting, Business Administration/Management, Finance, Management Information Systems Certification(s) Preferred: CPA Preferred Knowledge/Skills: Demonstrates thorough level abilities and/or proven experience advising global organizations on organizational structures and talent strategies including: Shared Service Centers; Business Process Outsourcing; Centers of Excellence; Upskilling; Performance Management; BPO selection, contracting, transition, and measurement; Demonstrates thorough level knowledge of Finance and Accounting leading practices, industry-specific knowledge of global trends, and contribution to the development of thought leadership; Demonstrates thorough abilities and/or experience leveraging multiple data gathering strategies and analytical thinking to challenge the status quo, develop insights and innovative solutions, and solve complex business problems; Demonstrates thorough level abilities and/or a proven record of developing strategies, transformation roadmaps, and executing change to achieve business outcomes; Demonstrates thorough level process improvement experience across Procure-to-Pay, Order-to-Cash, Record-to-Report, Planning/Budgeting/Forecasting, and Financial Reporting (internal and external); Demonstrates thorough abilities and/or experience with common Finance and Accounting technology applications and other emerging technology solutions; Demonstrates thorough level experience with organization design, talent management and shared services & outsourcing; Demonstrates thorough level experience with data and chart of accounts design to enhance analytics, reporting and decision support; Demonstrates thorough level communication skills (verbal and written) to convey complex messages in a simple, straightforward way that drives transparency and trust; and, Demonstrates thorough level experience cultivating and sustaining senior client relationships and supporting sales and proposal efforts. Demonstrates thorough level abilities and/or a proven ability as a team leader: Supervising large, global teams to create an atmosphere of trust; Seeking diverse views to encourage collaboration and innovation; and, Coaching staff including providing timely, meaningful feedback. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 5 days ago

Managing Director, Commercial Banking (Specialty Finance/Lender Finance)-logo
Managing Director, Commercial Banking (Specialty Finance/Lender Finance)
BMO (Bank of Montreal)Chicago, IL
Application Deadline: 06/19/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Searching for a results-driven originator with experience in the non-bank lending sector-someone who understands how lenders operate, whether they serve consumers or businesses. The ideal candidate will be responsible for sourcing and underwriting new loan opportunities on behalf of our bank. This individual should bring a strong network, deep industry knowledge, and the ability to independently identify, evaluate, and structure creditworthy deals. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Generates significant revenue for the bank over a sustained period of time and recognizes revenue opportunities to cross-sell bank products for all areas of the Bank. Leads the deal team in executing pitches to prospective clients with efforts to maximize sector penetration and returns. Delivers highly reliable activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into sales. Provides deal structuring expertise and additional expertise as knowledge base and needs dictate. Negotiates transactions with clients on highly complex matters. Identifies issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks. Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions. Oversees documentation and ongoing monitoring of asset and client performance. Obtains credit concurrence and coordinates pricing approval as client advocate. Actively works with specialists as needed to support successful syndication and sales. Reinforces sales process and client experience, identifies gaps, issues and best practices. Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. Develops an expert understanding of business/group challenges. May consult to or serve on various committees and task forces. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Helps determine business priorities and best sequence for execution of business/group strategy. Ensures alignment between stakeholders. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Leads the development of the communication strategy focusing on positively influencing or changing behavior. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behavior. Determines and deploys equipment, processes and human resources, and optimize the allocation of resources. Develops, implements and reviews a plan to complete all assigned tasks in a timely manner to acceptable quality standards and in accordance with bank guidelines. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. Influences how teams/groups work together. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems. Communicates abstract concepts in simple terms. Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives. Anticipates trends and responds by implementing appropriate changes. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. The incumbent must possess an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures. An undergraduate degree. Focal areas of finance, economics, or accounting preferred. CPA or MBA or equivalent experience in finance, accounting and business law. 15+ years of relevant experience in negotiating and structuring financial transactions. Minimum of 15 years in financial services industry experience in a corporate lending environment with solid achievements in developing business. Formal credit training and prior lending authority. Seasoned expert with extensive industry knowledge. Technical leader viewed as a thought leader for innovation. Verbal & written communication skills- Expert. Analytical and problem solving skills- Expert. Influence skills- Expert. Collaboration & team skills; with a focus on cross-group collaboration- Expert. Able to manage ambiguity. Data driven decision making- Expert. Salary: $153,600.00 - $285,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 5 days ago

Finance Transformation Consultant - Finance Strategy, Senior Associate-logo
Finance Transformation Consultant - Finance Strategy, Senior Associate
PwCPhiladelphia, PA
Industry/Sector Not Applicable Specialism Finance Management Level Senior Associate Job Description & Summary A career within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our Finance Operating Model and Organization Design practice team helps clients execute these strategies to reduce functional and operational complexity through streamlined processes, optimized use of technology, and efficient use of resources to deliver cost effective, high quality services to all stakeholders. We support our clients by addressing the challenges of achieving contemporary operating models, upskilling talent to focus team members on driving insight and partnering with their business counterparts and digital transformation of the finance function to create world class functional excellence. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 3 year(s) Preferred Qualifications: Preferred Fields of Study: Accounting, Business Administration/Management, Finance, Management Information Systems Certification(s) Preferred: CPA Preferred Knowledge/Skills: Demonstrates thorough level abilities and/or proven experience advising global organizations on organizational structures and talent strategies including: Shared Service Centers; Business Process Outsourcing; Centers of Excellence; Upskilling; Performance Management; BPO selection, contracting, transition, and measurement; Demonstrates thorough level knowledge of Finance and Accounting leading practices, industry-specific knowledge of global trends, and contribution to the development of thought leadership; Demonstrates thorough abilities and/or experience leveraging multiple data gathering strategies and analytical thinking to challenge the status quo, develop insights and innovative solutions, and solve complex business problems; Demonstrates thorough level abilities and/or a proven record of developing strategies, transformation roadmaps, and executing change to achieve business outcomes; Demonstrates thorough level process improvement experience across Procure-to-Pay, Order-to-Cash, Record-to-Report, Planning/Budgeting/Forecasting, and Financial Reporting (internal and external); Demonstrates thorough abilities and/or experience with common Finance and Accounting technology applications and other emerging technology solutions; Demonstrates thorough level experience with organization design, talent management and shared services & outsourcing; Demonstrates thorough level experience with data and chart of accounts design to enhance analytics, reporting and decision support; Demonstrates thorough level communication skills (verbal and written) to convey complex messages in a simple, straightforward way that drives transparency and trust; and, Demonstrates thorough level experience cultivating and sustaining senior client relationships and supporting sales and proposal efforts. Demonstrates thorough level abilities and/or a proven ability as a team leader: Supervising large, global teams to create an atmosphere of trust; Seeking diverse views to encourage collaboration and innovation; and, Coaching staff including providing timely, meaningful feedback. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 5 days ago

Finance Transformation Consultant - Finance Strategy, Senior Associate-logo
Finance Transformation Consultant - Finance Strategy, Senior Associate
PwCAtlanta, GA
Industry/Sector Not Applicable Specialism Finance Management Level Senior Associate Job Description & Summary A career within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our Finance Operating Model and Organization Design practice team helps clients execute these strategies to reduce functional and operational complexity through streamlined processes, optimized use of technology, and efficient use of resources to deliver cost effective, high quality services to all stakeholders. We support our clients by addressing the challenges of achieving contemporary operating models, upskilling talent to focus team members on driving insight and partnering with their business counterparts and digital transformation of the finance function to create world class functional excellence. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 3 year(s) Preferred Qualifications: Preferred Fields of Study: Accounting, Business Administration/Management, Finance, Management Information Systems Certification(s) Preferred: CPA Preferred Knowledge/Skills: Demonstrates thorough level abilities and/or proven experience advising global organizations on organizational structures and talent strategies including: Shared Service Centers; Business Process Outsourcing; Centers of Excellence; Upskilling; Performance Management; BPO selection, contracting, transition, and measurement; Demonstrates thorough level knowledge of Finance and Accounting leading practices, industry-specific knowledge of global trends, and contribution to the development of thought leadership; Demonstrates thorough abilities and/or experience leveraging multiple data gathering strategies and analytical thinking to challenge the status quo, develop insights and innovative solutions, and solve complex business problems; Demonstrates thorough level abilities and/or a proven record of developing strategies, transformation roadmaps, and executing change to achieve business outcomes; Demonstrates thorough level process improvement experience across Procure-to-Pay, Order-to-Cash, Record-to-Report, Planning/Budgeting/Forecasting, and Financial Reporting (internal and external); Demonstrates thorough abilities and/or experience with common Finance and Accounting technology applications and other emerging technology solutions; Demonstrates thorough level experience with organization design, talent management and shared services & outsourcing; Demonstrates thorough level experience with data and chart of accounts design to enhance analytics, reporting and decision support; Demonstrates thorough level communication skills (verbal and written) to convey complex messages in a simple, straightforward way that drives transparency and trust; and, Demonstrates thorough level experience cultivating and sustaining senior client relationships and supporting sales and proposal efforts. Demonstrates thorough level abilities and/or a proven ability as a team leader: Supervising large, global teams to create an atmosphere of trust; Seeking diverse views to encourage collaboration and innovation; and, Coaching staff including providing timely, meaningful feedback. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 5 days ago

Sr. Finance Analyst, Product Development Finance-logo
Sr. Finance Analyst, Product Development Finance
Lucid MotorsSouthfield, MI
Leading the future in luxury electric and mobility At Lucid, we set out to introduce the most captivating, luxury electric vehicles that elevate the human experience and transcend the perceived limitations of space, performance, and intelligence. Vehicles that are intuitive, liberating, and designed for the future of mobility. We plan to lead in this new era of luxury electric by returning to the fundamentals of great design - where every decision we make is in service of the individual and environment. Because when you are no longer bound by convention, you are free to define your own experience. Come work alongside some of the most accomplished minds in the industry. Beyond providing competitive salaries, we're providing a community for innovators who want to make an immediate and significant impact. If you are driven to create a better, more sustainable future, then this is the right place for you. We are looking for a Senior Financial Analyst, Product Finance to drive financial ownership and process improvement on our path to profitability. This role will be integral to understanding and driving results in our direct material costs, including both fixed and variable costs in each of our vehicle platforms. If you have a strategic mindset, creative problem-solving skills, and a desire to progress the electrification of the automotive space, we want to talk to you! You Will: Lead budgeting, forecasting, and reporting of our bill of material and vendor investment (tooling and engineering development) costs directly tied to our flagship vehicles. Develop effective bill of material management tools, including segmentation of large data sets into digestible metrics provided to multiple cross-functional teams Consolidate and analyze financial data including reconciliations, period-to-period variance analysis, establishing relevant KPI and cost targets, analyzing operating cost changes with insightful explanations. Review purchase requests to ensure accuracy and compliance with financial plan. Facilitate operating team alignment and decision making, present data in cohesive reports that provide clear communication and recommendations. Provide objective progress tracking toward annual OKRs and analyze strategic initiatives to reduce our cost of goods sold. Additional ad-hoc assignments and projects supporting departments across the organization including month-end financial reporting, longer-term Business Plan development, benchmarking and process analysis You Bring: Bachelor's degree in Finance, Economics or related field. 2-4 years of relevant experience, with a minimum of 2 years of variance and period-to-period analysis experience Prior experience supporting product development, bill of material, or engineering highly preferred. Proven technical, quantitative and critical-thinking skills, high level of independent judgment, initiative and creativity to identify and clearly communicate key performance drivers to senior management. Ability to manage multiple projects and assignments with a high degree of autonomy and accountability for results. Demonstrated effective written, interpersonal and oral communication skills. Established ability using Microsoft Office suite, particularly high proficiency with Excel and PowerPoint. Experience utilizing ERP system and Business Intelligence tools to support monthly variance analysis and cost reduction initiatives; preferably experience with SAP/Anaplan. Finance Analyst experience at an Automotive OEM or Tier 1 Supplier, a huge plus! At Lucid, we don't just welcome diversity - we celebrate it! Lucid Motors is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, national or ethnic origin, age, religion, disability, sexual orientation, gender, gender identity and expression, marital status, and any other characteristic protected under applicable State or Federal laws and regulations. Salary Range: The compensation range for this position is specific to the locations listed below and is the range Lucid reasonably and in good faith expects to pay for the position taking into account the wide variety of factors that are considered in making compensation decisions, including job-related knowledge; skillset; experience, education and training; certifications; and other relevant business and organizational factors. Additional Compensation and Benefits: Lucid offers a wide range of competitive benefits, including medical, dental, vision, life insurance, disability insurance, vacation, and 401k. The successful candidate may also be eligible to participate in Lucid's equity program and/or a discretionary annual incentive program, subject to the rules governing such programs. (Cash or equity incentive awards, if any, will depend on various factors, including, without limitation, individual and company performance.) Base Pay Range (Annual) $74,400-$102,300 USD By Submitting your application, you understand and agree that your personal data will be processed in accordance with our Candidate Privacy Notice. If you are a California resident, please refer to our California Candidate Privacy Notice. To all recruitment agencies: Lucid Motors does not accept agency resumes. Please do not forward resumes to our careers alias or other Lucid Motors employees. Lucid Motors is not responsible for any fees related to unsolicited resumes.

Posted 30+ days ago

Finance Transformation Consultant - Finance Strategy, Senior Associate-logo
Finance Transformation Consultant - Finance Strategy, Senior Associate
PwCDallas, TX
Industry/Sector Not Applicable Specialism Finance Management Level Senior Associate Job Description & Summary A career within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our Finance Operating Model and Organization Design practice team helps clients execute these strategies to reduce functional and operational complexity through streamlined processes, optimized use of technology, and efficient use of resources to deliver cost effective, high quality services to all stakeholders. We support our clients by addressing the challenges of achieving contemporary operating models, upskilling talent to focus team members on driving insight and partnering with their business counterparts and digital transformation of the finance function to create world class functional excellence. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 3 year(s) Preferred Qualifications: Preferred Fields of Study: Accounting, Business Administration/Management, Finance, Management Information Systems Certification(s) Preferred: CPA Preferred Knowledge/Skills: Demonstrates thorough level abilities and/or proven experience advising global organizations on organizational structures and talent strategies including: Shared Service Centers; Business Process Outsourcing; Centers of Excellence; Upskilling; Performance Management; BPO selection, contracting, transition, and measurement; Demonstrates thorough level knowledge of Finance and Accounting leading practices, industry-specific knowledge of global trends, and contribution to the development of thought leadership; Demonstrates thorough abilities and/or experience leveraging multiple data gathering strategies and analytical thinking to challenge the status quo, develop insights and innovative solutions, and solve complex business problems; Demonstrates thorough level abilities and/or a proven record of developing strategies, transformation roadmaps, and executing change to achieve business outcomes; Demonstrates thorough level process improvement experience across Procure-to-Pay, Order-to-Cash, Record-to-Report, Planning/Budgeting/Forecasting, and Financial Reporting (internal and external); Demonstrates thorough abilities and/or experience with common Finance and Accounting technology applications and other emerging technology solutions; Demonstrates thorough level experience with organization design, talent management and shared services & outsourcing; Demonstrates thorough level experience with data and chart of accounts design to enhance analytics, reporting and decision support; Demonstrates thorough level communication skills (verbal and written) to convey complex messages in a simple, straightforward way that drives transparency and trust; and, Demonstrates thorough level experience cultivating and sustaining senior client relationships and supporting sales and proposal efforts. Demonstrates thorough level abilities and/or a proven ability as a team leader: Supervising large, global teams to create an atmosphere of trust; Seeking diverse views to encourage collaboration and innovation; and, Coaching staff including providing timely, meaningful feedback. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 5 days ago

Finance Transformation - Finance Strategy Consultant, Manager-logo
Finance Transformation - Finance Strategy Consultant, Manager
PwCDallas, TX
Industry/Sector Not Applicable Specialism Advisory - Other Management Level Manager Job Description & Summary A career within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our Finance Operating Model and Organization Design practice team helps clients execute these strategies to reduce functional and operational complexity through streamlined processes, optimized use of technology, and efficient use of resources to deliver cost effective, high quality services to all stakeholders. We support our clients by addressing the challenges of achieving contemporary operating models, upskilling talent to focus team members on driving insight and partnering with their business counterparts and digital transformation of the finance function to create world class functional excellence. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 6 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Fields of Study: Accounting, Business Administration/Management, Finance, Management Information Systems Certification(s) Preferred: CPA Preferred Knowledge/Skills: Demonstrates proven extensive-level abilities advising global organizations on organizational structures and talent strategies including: Shared Service Centers; Business Process Outsourcing; Centers of Excellence; Upskilling; Performance Management; BPO selection, contracting, transition, and measurement; Extensive knowledge of Finance and Accounting leading practices, industry-specific knowledge of global trends, and contribution to the development of thought leadership; Extensive experience leveraging multiple data gathering strategies and analytical thinking to challenge the status quo, develop insights and innovative solutions, and solve complex business problems; Proven record of developing strategies, transformation roadmaps, and executing change to achieve business outcomes; Process improvement experience across Procure-to-Pay, Order-to-Cash, Record-to-Report, Planning/Budgeting/Forecasting, and Financial Reporting (internal and external); Demonstrates experience with common Finance and Accounting technology applications and other emerging technology solutions; Extensive experience with organization design, talent management and shared services & outsourcing; Experience with data and chart of accounts design to enhance analytics, reporting and decision support; Proven communication skills (verbal and written) to convey complex messages in a simple, straightforward way that drives transparency and trust; Demonstrates experience cultivating and sustaining senior client relationships and supporting sales and proposal efforts; and, Supervise large, global teams to create an atmosphere of trust; seeking diverse views to encourage collaboration and innovation; and coaching staff including providing timely, meaningful feedback. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 5 days ago

Finance Transformation Consulting - Finance Operations, Senior Manager-logo
Finance Transformation Consulting - Finance Operations, Senior Manager
PwCLos Angeles, CA
Industry/Sector Not Applicable Specialism Finance Management Level Senior Manager Job Description & Summary A career in our Financial Operations practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our team helps clients transform their finance function by executing strategies to reduce functional and operational complexity through streamlined processes, optimise d use of technology, and efficient use of resources to deliver cost effective, high quality services to all stakeholders. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Finance Consulting team you advise global organizations on improving efficiency in finance cycles such as Record-to-Report and Order-to-Cash. As a Senior Manager you lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You interact with clients at a senior level, drive overall project success, and develop top-performing, diverse, and inclusive teams. Responsibilities Advise on improving efficiency in finance cycles such as Record-to-Report and Order-to-Cash Lead large projects and innovate processes Maintain operational excellence through strategic advising Interact with clients at a senior level to drive project success Develop and lead top-performing, diverse teams Provide technical proficiency and strategic advice Validate project outcomes and incorporate client feedback Foster a collaborative and inclusive team environment What You Must Have Bachelor's Degree 7 years of experience What Sets You Apart Master's Degree in Finance & Technology, Business Analytics, Information Technology, Banking and Insurance, Data Processing/Analytics/Science preferred CPA, CFA preferred Proficiency in finance efficiency and effectiveness Knowledge of core finance cycles Familiarity with finance technologies Business intelligence tools experience Developing finance operating models Building client relationships Supervising and coaching teams Travel Requirements Up to 80% Job Posting End Date June 20, 2025 Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted today

Sr. Finance Analyst, Product Development Finance-logo
Sr. Finance Analyst, Product Development Finance
Lucid MotorsNewark, CA
Leading the future in luxury electric and mobility At Lucid, we set out to introduce the most captivating, luxury electric vehicles that elevate the human experience and transcend the perceived limitations of space, performance, and intelligence. Vehicles that are intuitive, liberating, and designed for the future of mobility.   We plan to lead in this new era of luxury electric by returning to the fundamentals of great design – where every decision we make is in service of the individual and environment. Because when you are no longer bound by convention, you are free to define your own experience.   Come work alongside some of the most accomplished minds in the industry. Beyond providing competitive salaries, we’re providing a community for innovators who want to make an immediate and significant impact. If you are driven to create a better, more sustainable future, then this is the right place for you. We are looking for a Senior Financial Analyst, Product Finance to drive financial ownership and process improvement on our path to profitability. This role will be integral to understanding and driving results in our direct material costs, including both fixed and variable costs in each of our vehicle platforms. If you have a strategic mindset, creative problem-solving skills, and a desire to progress the electrification of the automotive space, we want to talk to you!     You Will:   Lead budgeting, forecasting, and reporting of our bill of material and vendor investment (tooling and engineering development) costs directly tied to our flagship vehicles.   Develop effective bill of material management tools, including segmentation of large data sets into digestible metrics provided to multiple cross-functional teams   Consolidate and analyze financial data including reconciliations, period-to-period variance analysis, establishing relevant KPI and cost targets, analyzing operating cost changes with insightful explanations.   Review purchase requests to ensure accuracy and compliance with financial plan.   Facilitate operating team alignment and decision making, present data in cohesive reports that provide clear communication and recommendations.   Provide objective progress tracking toward annual OKRs and analyze strategic initiatives to reduce our cost of goods sold.   Additional ad-hoc assignments and projects supporting departments across the organization including month-end financial reporting, longer-term Business Plan development, benchmarking and process analysis     You Bring:    Bachelor’s degree in Finance, Economics or related field.   At least 5 years of relevant experience, with a minimum of 3 years of variance and period-to-period analysis experience   Prior experience supporting product development, bill of material, or engineering highly preferred.   Proven technical, quantitative and critical-thinking skills, high level of independent judgment, initiative and creativity to identify and clearly communicate key performance drivers to senior management.   Ability to manage multiple projects and assignments with a high degree of autonomy and accountability for results.   Demonstrated effective written, interpersonal and oral communication skills.   Established ability using Microsoft Office suite, particularly high proficiency with Excel and PowerPoint.   Experience utilizing ERP system and Business Intelligence tools to support monthly variance analysis and cost reduction initiatives; preferably experience with SAP/Anaplan.   Finance Analyst experience at an Automotive OEM or Tier 1 Supplier, a huge plus!       At Lucid, we don’t just welcome diversity - we celebrate it! Lucid Motors is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, national or ethnic origin, age, religion, disability, sexual orientation, gender, gender identity and expression, marital status, and any other characteristic protected under applicable State or Federal laws and regulations. By Submitting your application, you understand and agree that your personal data will be processed in accordance with our Candidate Privacy Notice . If you are a California resident, please refer to our California Candidate Privacy Notice . To all recruitment agencies : Lucid Motors does not accept agency resumes. Please do not forward resumes to our careers alias or other Lucid Motors employees. Lucid Motors is not responsible for any fees related to unsolicited resumes.   

Posted 30+ days ago

Specialty Finance Senior Underwriter - Fund Finance-logo
Specialty Finance Senior Underwriter - Fund Finance
Dime Community BankNew York, NY
Summary: Dime is currently hiring for a Specialty Finance Senior Underwriter- Fund Finance at one of its Midtown Manhattan Corporate offices. The Specialty Finance Senior Underwriter- Fund Finance specializes in the evaluation of the credit worthiness of investors/sponsors and their ability to satisfy their capital calls/repay. This portfolio is comprised of loans that are advanced and monitored using borrowing base formulas, including the Fund Finance Subscription Lines, Capital Calls Lines and portfolio leverage loans. The role also facilitates the transaction requests under the approved facilities including those used to provide liquidity for alternative investment managers. The role ensures appropriate protocols are implemented and followed. Underwriting is prepared in Sageworks in accordance with Dime's Credit Policy, applicable procedures, and regulations. Salary commensurate with experience, ranging from $160,000 to $175,000 annually. The exact compensation may vary based on relevant experience, skills, education, training, licensure and certifications, and location. All applicants must attach a recent resume. This may be a hybrid role (4 days in office/1 day remote). Dime does not provide relocation assistance or visa sponsorship (now or in the future). Responsibilities: Provide unbiased, objective, and thorough underwriting analysis for new and existing credit proposals to Fund Finance (Subscription Lines, Capital Call Lines of Credit, Management Company Lines, NAV Facilities, and GP Loans). Additional duties and participation as necessary for the renewal and upsizing of these credits. Conduct in-depth cash flow analyses to evaluate borrower's loan repayment ability; this includes awareness of future Borrower impact from changes within the regulatory environment while also identifying risks of the Borrower and Private Equity industry. Analyze balance sheets, Borrowing Base Reports and gauge financial strength of Investors/Sponsors, Equity Partners and other applicants. Determine appropriate Credit Risk Ratings using Dime's internal tools and matrices. Review and analyze Fund documents and structures onshore and offshore. Establish appropriate loan covenants, monitoring requirements and closing conditions. Collaborate with external counsel as applicable for loan structuring and execution. Communicate strengths and weaknesses with credit committee. Prepare requests for loan modifications, extensions and exit proposals for maturing loans and lines of credit. Conduct annual reviews of the existing portfolio. Assess Dime's collateral coverage by creating client specific borrowing base advance formulas. Identify policy exceptions and incorporate suitable mitigants into credit evaluations. Prepare and deliver the credit approval package to the appropriate authority level as required by Dime's Credit Policy. Proactively communicate with loan officers, brokers, and clients during underwriting and loan review process. Participate in client meetings and conference calls. Provide analytical support for senior management as needed. Qualifications: Bachelor's degree in business-related field and minimum 7 years' underwriting / credit / commercial banking / lending Experience preferably in middle market banking; or equivalent combination of education and experience. Previous experience in Fund Finance underwriting required. Strong financial and credit analysis capabilities; strong understanding of loan risk factors. Demonstrated ability to independently gather, consolidate, analyze, and summarize data and make recommendations for all levels of commercial credit relationships. Good interpersonal skills working with loan officers, credit officers, clients, and executive management. Excellent oral and written presentation and communication skills. Ability to thrive in a fast-paced environment with multiple competing priorities and Ability to work under pressure and set the right priorities in a dynamic environment. Self-motivated and detail- Working knowledge of Abrigo/Sageworks End-to-End software system preferred. Strong knowledge of Legal Documentation.

Posted 2 weeks ago

Senior Finance Associate - Corporate Finance-logo
Senior Finance Associate - Corporate Finance
Bain Capital Public Equity, L.P.Boston, MA
BAIN CAPITAL OVERVIEW With approximately $185 billion of assets under management, Bain Capital is one of the world's leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents. We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights. Our people are the heart of our advantage. Colleagues at all levels have a seat at the table as they tackle business challenges with a principal investor mindset. By asking incisive questions, respectfully challenging one another, and remaining intellectually agile, we work together to achieve exceptional outcomes. CORPORATE FINANCE GROUP The Corporate Finance Group is currently a team of 25 individuals and is responsible for the day-to-day accounting for the Global Management Company. Our current Enterprise Risk Platform (general ledger system) is Workday Financials. The Global Management Company consolidates the operations of the various Registered Investment Advisors (including Private Equity, Ventures, Credit, Public Equity, Strategic Alternatives, Real Estate, Partnership Strategies, Tech Opps, Insurance, Life Sciences and Double Impact) and the entities by geography including Asia (Hong Kong, Tokyo, Shanghai, Singapore, and Korea), Europe (London, Munich, Dublin, Spain, Sweden, Italy, Portugal, Luxembourg, Netherlands, Ireland), Australia (Sydney and Melbourne) and India (Mumbai and Mauritius). Corporate Finance is also responsible for Tax Accounting and works closely with the Tax Department on Tax Reporting as well as Special Purpose reporting, working closely with FP&A and other Finance groups within the Firm. Various other responsibilities within the group include the Cash Reporting Function (our key banking relationships are Bank of America and BBH), Cash Forecasting, Accounts Receivable, and Accounts Payable. KEY RESPONSIBILITIES Responsible for the following tasks associated with several Bain Capital entities: Support the accounting and reporting function including independent audits, quarterly bank covenant compliance, and quarterly noteholder covenant compliance; Assist in the preparation of quarterly and annual financial statements; Support FP&A and other Finance teams with quarterly special purpose reporting; Assist in preparation and review of quarter-end account reconciliations as part of the quarterly close, and help to oversee the overall quarterly close process; Record and reconcile monthly cash activity for various Corporate managed bank accounts, with opportunity to elevate to reviewer capacity Coordinate and liaise with the international offices on deliverables such as the monthly/quarterly financial reporting package, local statutory audits, and the quarterly close process; Reconcile Inter-company accounts and prepare expense schedules and invoices to international offices on a periodic basis; Regularly interact with overseas finance teams to resolve international accounting issues; Coordinate and liaise with accounting consultants and internal compliance department to facilitate preparation of monthly, quarterly, and annual financial reporting for the firm's FINRA-registered Broker Dealer, and prepare quarterly and ad hoc reporting; Work with our compliance department to satisfy document requests for internal/mock audits, and to ensure compliance with SEC regulations; Periodically assist in the design and maintenance of internal controls and process narratives; and Various ad hoc projects. GENERAL QUALIFICATIONS Strong academic achievement with minimum of 2-3 years of relevant accounting experience (Big 4 public accounting strongly preferred) Strong excel skills required; must know how to use shortcuts, basic formulas, pivot tables, etc. Strong analytical skills required; must be able to dig into details to identify the root of an issue and offer solutions Excellent organizational skills; ability to effectively prioritize multiple tasks with high attention to detail Solid understanding of corporate consolidated financial statements is critical An ideal candidate will be a self-starter with a proactive mindset Solid interpersonal skills with capacity to interact with all levels and with other groups within the company; must be a team player Ability to operate in a complex, multi-business unit, high-paced environment Capability to handle highly confidential and sensitive information Must exhibit high level of professionalism Strong written and verbal communication skills Knowledge of partnership accounting is a plus DESIRED EDUCATION Bachelors Degree in Accounting/Finance required CPA license required Bain Capital is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Posted 2 weeks ago

Strategic Finance Manager - GTM Finance-logo
Strategic Finance Manager - GTM Finance
DemandbaseSan Francisco, CA
Introduction to Demandbase: Demandbase is the leading account-based GTM platform for B2B enterprises to identify and target the right customers, at the right time, with the right message. With a unified view of intent data, AI-powered insights, and prescriptive actions, go-to-market teams can seamlessly align and execute with confidence. Thousands of businesses depend on Demandbase to maximize revenue, minimize waste, and consolidate their data and technology stacks - all in one platform. As a company, we’re as committed to growing careers as we are to building world-class technology. We invest heavily in people, our culture, and the community around us. We have offices in the San Francisco Bay Area, Seattle, and India, as well as a team in the UK, and allow employees to work remotely. We have also been continuously recognized as one of the best places to work in the San Francisco Bay Area including, “Best Workplaces for Millennials” and “Best Workplaces for Parents”! We're committed to attracting, developing, retaining, and promoting a diverse workforce. By ensuring that every Demandbase employee is able to bring a diversity of talents to work, we're increasingly capable of living out our mission to transform how B2B goes to market. We encourage people from historically underrepresented backgrounds and all walks of life to apply. Come grow with us at Demandbase! About the Role: We are seeking a Strategic Finance Manager with a strong foundation in accounting principles to join our GTM Finance team. This position qualifies under the Accountant category of the TN visa, emphasizing work in financial reporting, GAAP compliance, budgeting, and analytical support for core business functions. The base compensation range for this position for candidates in the SF Bay Area is: $130,000 - $194,000. For all other locations, the base compensation range is based on the primary work location of the candidate, as our ranges are location-specific. Actual compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skillset, years of experience, and depth of experience. What you'll be doing: Apply GAAP principles to prepare, interpret, and analyze financial statements related to Sales, Marketing, Customer Success, and Professional Services. Lead financial planning and budgeting processes for assigned departments, including revenue, expense, and headcount forecasting. Analyze variances between budgeted and actual financial results; prepare reconciliations and supporting documentation. Maintain and improve internal accounting controls, documentation, and financial policies for GTM-related activities. Compile and present periodic financial reports for leadership, including P&L statements, cost tracking reports, and margin analysis. Support audit processes and ensure financial documentation complies with internal standards and external regulatory guidelines. Contribute to the development of accounting models for ROI analysis, retention forecasting, and resource planning. What we're looking for: CPA designation or progress toward CPA certification is highly preferred 5–8 years of FP&A or Strategic Finance experience, preferably in SaaS Experience supporting GTM functions Strong understanding of SaaS metrics and reporting standards Build excellent financial models, especially to assess potential strategic initiatives undertaken by functional leaders Excellent communication and stakeholder management skills Experience working with PS or CS Ops teams a plus Experience with key business systems (e.g. Adaptive Planning, Netsuite, Clari, Salesforce) preferred Benefits: We offer a comprehensive benefits package designed to support your health, well-being, and financial security. Our employees enjoy up to 100% paid premiums for Medical and Vision coverage, ensuring access to top-tier care for you and your loved ones. In addition, we provide a range of mental wellness resources, including access to Modern Health, to help support your emotional well-being. We believe in a healthy work-life harmony, which is why we offer a flexible PTO policy, 15 paid holidays in 2025—including a three-day break around July 4th and a full week off for Thanksgiving—and No Internal Meetings Fridays to give you uninterrupted time to focus on what matters most. For your financial future, we offer a competitive 401(k) plan, short-term and long-term disability coverage, life insurance, and other valuable benefits to ensure your financial peace of mind. Our Commitment to Diversity, Equity, and Inclusion at Demandbase: At Demandbase, we believe in creating a workplace culture that values and celebrates diversity in all its forms. We recognize that everyone brings unique experiences, perspectives, and identities to the table, and we are committed to building a community where everyone feels valued, respected, and supported. Discrimination of any kind is not tolerated, and we strive to ensure that every individual has an equal opportunity to succeed and grow, regardless of their gender identity, sexual orientation, disability, race, ethnicity, background, marital status, genetic information, education level, veteran status, national origin, or any other protected status. We do not automatically disqualify applicants with criminal records and will consider each applicant on a case-by-case basis. We recognize that not all candidates will have every skill or qualification listed in this job description. If you feel you have the level of experience to be successful in the role, we encourage you to apply! We acknowledge that true diversity and inclusion requires ongoing effort, and we are committed to doing the work required to make our workplace a safe and equitable space for all. Join us in building a community where we can learn from each other, celebrate our differences, and work together. Personal information that you submit will be used by Demandbase for recruiting and other business purposes. Our Privacy Policy explains how we collect and use personal information. Personal information that you submit will be used by Demandbase for recruiting and other business purposes. Our  Privacy Policy explains how we collect and use personal information.

Posted today

Finance Associate Mgr - Global Finance-logo
Finance Associate Mgr - Global Finance
The Capital Group Companies IncIrvine, CA
"I can succeed as a Global Finance Associate Manager - Strategic Analysis at Capital Group." As a pivotal member of our Strategic Analysis team, you will collaborate closely with senior executives, leading and driving high-impact projects that deliver insightful financial analysis and strategic direction. Your expertise will be instrumental in shaping both enterprise-wide and business unit-specific strategies and decisions. Your key responsibilities will be to develop sophisticated financial models to address complex business challenges, provide strategic direction on model framework and architecture, generate high-level predictive and prescriptive analysis, craft and present executive-level recommendations based on thorough analysis, and lead large-scale projects, managing data sets and stakeholder communications. "I am the person Capital Group is looking for." You are a problem-solver that frames and executes approaches to address varied business questions. You adapt with market trends and opportunities, perform complex analytics, and share scenarios or recommendations with the potential outcomes. You have led large scale projects and are familiar with project life cycles. You have enlisted the support of others, sifted through large data sets, tailored communications, and identified critical issues. You thrive in ambiguity. You take initiative and - both individually and by collaborating with others - can identify the next best step towards a solution. You enjoy working in a fast-paced environment where critical thinking and building consensus across a group of stakeholders are the keys to success. You have learned how to build strong relationships with leadership and work ahead to proactively identify the answers they would want to know before making a final decision. You are adept at building consensus and fostering strong relationships with leadership teams and across multiple levels of an organization. You have a constant pulse on financial markets and a passion for the investment management industry. Southern California Base Salary Range: $121,652-$194,643 In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here. Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Posted 1 week ago

Werner Auto Team logo
Finance
Werner Auto TeamTallahassee, Florida
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Job Description

Position:  Finance Manager

Job Type:  Full-Time

Experience:  Required       

Earnings:  Most Competitive Compensation Package in the Area

Work Schedule:  Variable 

You will report to the General manager of your respective dealership.

This is not a remote position.

Drug-free workplace

Must be willing to submit to a Pre-Employment Background Check, Motor Vehicle Report Review & Drug Screen

WERNER KIA, a leading automotive dealership in Tallahassee, Florida is seeking a highly motivated and experienced Sales Manager to join our team.  As a Sales Manager, you will be responsible for driving sales and profitability through the effective management of our sales team as well as establishing and maintaining strong customer relationships.  This is an exciting opportunity for a top-performing sales professional to take their career to the next level with a reputable dealership.

 

We are looking for:

  • Proven track record of achieving and exceeding sales targets.
  • Proven leadership ability to mentor and train others.
  • Strong customer service and communication skills.
  • Proficient in Microsoft Office and CRM software
  • Ability to work in a fast-paced and dynamic environment.
  • Competitive and self-motivated attitude with eagerness to improve.

 

Relevant Work Experience:

  • Minimum of 3-5 years of experience in automotive sales, with at least 2 years in a sales management role. 

 

Employee Benefits Offered:

  • PPO Medical Insurance After 30 days
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Employee Assistance Program
  • Supplemental Benefit Insurance, including Short-Term & Long-Term Disability Insurance
  • 401(k) with Employer Match
  • On Demand Pay Program
  • Paid Time Off
  • Employee Discounts

 

EEOC STATEMENT

We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.