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Whole Health InstituteBentonville, Arkansas
Heartland Whole Health Institute is a non-profit that addresses physical, mental, emotional, and social well-being by working with health systems, employers, and communities to redesign health care delivery. Job Description: Job Title: Director, Health Care Finance Reports to: Chief Transformation Officer FLSA Classification: Exempt Location: Bentonville, Arkansas (On-site) Who We Are Heartland Whole Health Institute (HWHI) is dedicated to transforming health care – beginning in our home of Northwest Arkansas and scaling to disrupt the national health crisis. We advocate, educate, and guide the implementation of an innovative system, rooted in whole health and the realignment of financial incentives. Our team members are collaborative, analytical, mission-driven, and working together to change the status quo. The Institute’s 85,000-square-foot facility is located on the campus of Crystal Bridges Museum of American Art near Alice L. Walton School of Medicine. About The Position The Director, Health Care Finance supports and advances health systems partnerships and innovative pilot programs intended to transform health care, through in-depth financial modeling, performance analysis, and strategic collaboration. The role requires close collaboration with internal teams, external stakeholders, and actuarial partners to align financial strategies and the organizational mission to transform health care. Essential Duties and Responsibilities Health Systems Partnerships Develop, refine, and analyze financial models for current and future health systems partnerships, across diverse service lines and partnership arrangements. Analyze operations and financial performance of health systems partners, monitoring progress in meeting partnership performance metrics. Financial Modeling & Analysis Develop, refine, and analyze financial models to assess the viability and sustainability of health systems partnerships, alternative payment models, and other tactics intended to support health care transformation. Conduct economic modeling and forecasting to assess the impact of various health care initiatives and policy changes. Collaborate with outside actuarial teams to evaluate and guide the development of risk-based arrangements that support HWHI’s vision to transform health care payment models. Utilize advanced statistical methods and software to interpret complex datasets and derive actionable insights. Conduct analysis of new health plan designs, working closely with human resources, brokers, and financial stakeholders. Report on ROI analysis for value-based systems to Heartland Whole Health Institute leadership. Stakeholder Engagement and Collaboration Monitor industry trends and regulatory changes to identify opportunities and risks for the organization. Prepare detailed reports and presentations for senior executives, summarizing findings and recommendations. Work with internal and external stakeholders to facilitate the adoption of alternative payment models. Provide financial insights and recommendations to leadership, ensuring financial strategies align with organizational goals. Conduct economic modeling and forecasting to assess the impact of health care initiatives and policy changes. Qualifications and Requirements Bachelor’s degree in finance, Economics, Health care Management, or a related field. Master’s degree preferred. Certifications preferred: Certified Public Accountant (CPA), Certified Health care Professional (CHFP), Health care Financial Management Association (HFMA), or Fellow of Society of Actuaries (FSA) Minimum of three (3) years of experience in financial analysis, health insurance, and capitated models Strong understanding of self-funded insurance plans and total cost of care agreements. Proficiency in financial modeling, data analysis, and statistical software (e.g., SAS, R, SQL). Excellent analytical and problem-solving skills, with the ability to communicate complex concepts clearly. Experience collaborating with interdisciplinary teams and engaging with stakeholders at various levels. Knowledge of health care regulations and policies impacting payment models and cost management. Strong understanding of health plan design and alternative payment models. Demonstrated ability to handle multiple projects, meet deadlines, and work on complex financial tasks independently or as part of a team. Strong written and verbal communication skills are needed to present complex financial concepts to colleagues and stakeholders clearly and effectively. Ability to think critically and make sound judgments in a fast-paced, dynamic environment. Adherence to the highest ethical standards when managing and working with sensitive financial data. Physical Demands and Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands: In the work environment described, position requires sitting at a desk and utilizing a computer and a telephone for prolonged periods of time and good eye/hand coordination, bending and stretching, and physical stamina to lift and transport a minimum of 10 pounds. Visual acuity to review written materials is required for this job. Work environment: Work is performed full-time (Monday-Friday, 8 a.m.-5 p.m.) in a professional, climate-controlled office environment with standard office equipment, including computers, printers, and telephones. This role requires working in an open setting near colleagues. The noise level is typically low to moderate. The role also requires interaction with both the public and internal team members in a professional and courteous manner. Some local travel may be required, and a flexible schedule may be necessary to accommodate business needs, including occasional evening and weekend work hours. Heartland Whole Health Institute is an equal opportunity employer committed to building and maintaining a workplace that is free of discrimination and harassment of any kind. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate. All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement and a background check. In addition, you will need to provide proper identification verifying your eligibility to work in the United States.
Posted 30+ days ago
Landers FordCollierville, Tennessee
Finance and Insurance (F&I) Manager job description Landers Ford is looking for the best of the best! We have an immediate opening in our Collierville location for a Finance Manager. We are looking for experienced, motivated and enthusiastic candidates that want to be a part of the Landers Family. By working at a Ford dealership, you can be a part of a brand that honors the past, and is invested in the future. Join the Ford Family where we value service to each other and the world as much as to our customers! Benefits: Competitive Pay Flexible Working Hours Health Insurance PTO & Sick Leave Requirements: Automotive sales background preferred Excellent customer service, organizational and negotiation skills Self-motivated, goal-oriented, and enthusiastic presence in a team environment Strong written and communication skills Valid driver's license required and clean driving record Ability to pass a background check and drug test 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. A Finance and Insurance (F&I) Manager is responsible for overseeing the financing and insurance department, primarily within the automotive or heavy equipment dealership industries. They play a crucial role in helping customers secure financing for their purchases and explaining and selling various financial and insurance products. Key responsibilities Key responsibilities include interacting with customers to determine their financing and insurance needs, explaining options, and ensuring satisfaction. F&I Managers handle financing operations such as processing credit applications, preparing documentation, establishing relationships with lenders, securing competitive terms, and ensuring compliance. They also focus on sales and training, presenting and selling F&I products, and training the sales team on financing options and product benefits. Compliance and administration are also key, ensuring all activities comply with regulations and maintaining accurate records. Qualifications and skills Essential skills include strong mathematical and finance abilities, excellent communication, knowledge of financial compliance, analytical and problem-solving skills, and advanced negotiation and sales skills. Experience in the automotive industry, leadership skills to train staff, and attention to detail are also important. A high school diploma or equivalent is typically required, with a bachelor's degree in finance or a related field often preferred. Several years of automotive sales or finance experience and at least one year of managerial experience are usually desired. Important considerations The role requires a thorough understanding of the automotive retail industry, including sales practices, lending laws, and insurance products. F&I Managers must maintain a professional demeanor and provide excellent customer service while working independently and as part of a team in a fast-paced environment.
Posted 5 days ago
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Antwerpen Clarksville AutoparkColumbia, Maryland
Description of the role: Antwerpen Hyundai Clarksville is under new management and due to increased volume of new and preowned sales is in need of a Experienced Finance Director. This position reports directly to the General manager and has an unlimited potential. Responsibilities: Develop and implement financial strategies to achieve company goals Oversee budgeting, financial reporting, and forecasting Manage financial risk and cash flow Ensure compliance with financial regulations Provide financial analysis and guidance to senior management Requirements: Bachelor's degree in Finance or related field Minimum of 5 years experience in a financial management role Strong understanding of financial principles and regulations Excellent analytical and problem-solving skills Ability to communicate effectively with stakeholders Benefits: Competitive compensation: $180,000.00 - $250,000.00 per year Bi-weekly pay schedule Health, dental, and vision insurance 401(k) retirement plan Paid time off and holidays About the Company: Antwerpen Clarksville Autopark is a leading automotive dealership located in Columbia, MD. We are committed to providing exceptional customer service and a wide selection of quality vehicles. Join our team and be a part of our continued success!
Posted 4 days ago
PricewaterhouseCoopersIndianapolis, New York
Industry/Sector Not Applicable Specialism Oracle Management Level Manager Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you’ll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. 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 : 7 year(s) with at least 3 years directly involved in Oracle Cloud implementations and/or support Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following: Displays a proven record of successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts; Exhibits hands-on functional and technical knowledge of the Oracle Cloud product suite; Understands and displays business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc.; Designs, implements and supports complex business processes in an Oracle environment; Understands the importance of a structured, controlled production systems environment; Uses writing, communication, facilitation, and presentation skills cogently to all levels of industry audiences, clients and internal staff and management; Communicates technical and functional concepts to client business users to facilitate business decision making; Demonstrates intimate abilities and/or a proven record of success as a team leader: Creates a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; Provides candid, meaningful feedback in a timely manner; and, Keeps leadership informed of progress and issues. Travel Requirements Up to 40% 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. 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: $99,000 - $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 30+ days ago
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Hearth & Home TechnologiesLakeville, Minnesota
Description Position at Hearth & Home Technologies, LLC Finance Manager – Join Hearth & Home Technologies in Lakeville, MN Hearth & Home Technologies (HHT), a recognized leader in the hearth products industry, is seeking a Finance Manager to support our Fireplaces business unit. This role offers the opportunity to serve as a strategic partner, providing financial guidance and insights that support growth, efficiency, and profitability. Key Responsibilities: Lead financial modeling and scenario planning to support strategic growth initiatives and long-term decisions Collaborate closely with finance leadership, business unit leaders, and manufacturing facilities to align financial strategy with business objectives Develop and maintain scorecards, dashboards, and KPIs to monitor financial and operational performance Conduct detailed profitability and cost analyses to identify key drivers Manage the annual budgeting and quarterly forecasting process ensuring data-driven, realistic plans Translate complex financial data into clear insights for both financial and non-financial stakeholders Support monthly and quarterly financial close activities with accurate inputs and analysis Participate in process improvement initiatives to enhance financial and business processes Share ownership of the full P&L, ensuring accountability and alignment between financial performance and operations Qualifications: Bachelor’s degree in finance, accounting, business administration, or related field Minimum of 5 years finance experience, within manufacturing Strong analytical, communication, and critical thinking skills Ability to manage competing priorities in a dynamic environment Business acumen and collaborative approach to cross-functional partnerships If you are looking for a role where your financial expertise will directly influence business strategy and operational success, consider joining Hearth & Home Technologies. In addition to your salary, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision Insurance, Health Savings Account, Disability Benefits, Life Insurance, Paid Time Off and Holidays, and Retirement Benefits). Hearth & Home Technologies benefits are subject to eligibility requirements. Our company endeavors to make www.hearthnhome.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at 952-985-6000 or via email at [email protected] . The Company is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, disability, protected veteran status, or other characteristics protected by law.
Posted 3 days ago
Charter ImpactNorthridge, California
About the Company: Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities. We are a remote first company growing on a national scale and are continuously seeking qualified candidates to join us. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change. Role Summary: The Director of Client Finance (DOCF) is responsible for overseeing Charter Impact’s service delivery, as well as acting as an outsourced CFO on behalf of our clients. The DOCF oversees all finance, accounting and compliance reporting for assigned clients by working collaboratively with the Charter Impact Accounting, Accounts Payable, Payroll and Retirement Services Teams and ensuring accuracy and timeliness of financial information. This Director position is highly visible to Charter Impact clients and must deliver excellence in professional expertise and customer-service in a proactive and positive manner. This position is remote to candidates based in AZ, CA, CO, CT, ID, IL, MI, NV, OR, SD, TX, UT and/or WA. *This position requires up to 25% travel Responsibilities Oversee financial and accounting services and provide direction to Charter Impact Teams in the following areas: financial statement preparation, accounts payable, accounts receivable, expense tracking by grant, grant reporting – for both governmental and private grants, and ad hoc reporting as requested Review all financial statements as prepared by Accounting Teams to ensure compliance with GAAP Prepare annual budgets and monthly forecasts for clients while providing valuable insight as to their financial condition Oversee the annual financial and governmental A-133 audits including: work paper preparation, liaison with auditors and understanding of the governmental programs Oversee and ensure the accuracy and timeliness of all compliance reporting Serve as a fiscal liaison to Authorizers, Counties, State and Federal Agencies Provide training to client staff to ensure internal controls are properly implemented and followed Work with organizational leaders and other executives to ensure financial information is properly communicated Exceed clients’ expectations both in terms of quality and accuracy of information at all times Develop and maintain long-term relationships with client leadership and staff Maintain up to date knowledge of the charter school industry and related funding through regular professional development in areas of responsibility Mentor staff to ensure continued professional growth within Charter Impact Teams Requirements Bachelor's degree in accounting or finance is required. Master's degree in Finance or Accounting is highly desired. 7 years of experience, a portion of which includes oversight and development of staff is required. Experience in a professional service firm, such as a CPA firm, is a plus. Experience in charter school finance and operations is a plus. Non-profit accounting experience is a plus. Certified Public Accountant is highly desired but not required. Ability to maintain, encourage, and participate in a close and highly collaborative team environment with clients and Charter Impact staff. Exceptional customer service skills. Strong written and verbal communication skills. High organizational skills with attention to detail. Self-starter – able to prioritize and multi-task without daily direct supervision. Computer skills and proficiency in Microsoft Office, particularly MS Excel. Knowledge of Sage Intacct or other similar Non-Profit Accounting systems. What's in it for You? As a remote-first organization, we embrace flexibility and collaboration across teams. To support your success, we provide a company-issued laptop along with essential accessories, including a mouse, keyboard, and monitor, to help you create a productive remote workspace. Opportunities to connect: Engage in frequent virtual and in-person team-building events. Incredible colleagues: Work alongside a passionate team making a real impact. Competitive compensation & benefits: Enjoy medical, dental, vision, and life insurance, plus a 401(k) with company match—and much more! Generous paid time off: Receive 11 paid company holidays and a winter break from Christmas Day through New Year's Day. Employee Referral Bonus Program: Earn a bonus for successful referrals. $120,000 - $150,000 a year This position has a base salary of $120,000 - $150,000 annual, with the opportunity to earn an annual discretionary bonus. The amount a particular employee will earn within the salary range will be based on factors such as relevant education, qualifications, performance, business needs and business results. Charter Impact strives to be an employer of choice for highly motivated and mission-driven professionals. We are committed to fostering a team environment where all members work together to achieve common goals, and where staff are supported, challenged and inspired in their work.
Posted 3 weeks ago
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LIFT CommunitiesNew York, NY
POSITION: LIFT Part Time Coach (Finance, Education, Employment & Well-Being) LOCATION: NY REPORTS TO: Program Manager, Coaching TIME COMMITMENT: 25 hours/week COMPENSATION: $22.00 per hour FLSA STATUS: Non-exempt (eligible for overtime) Build Futures. Find Balance. Belong Here. Are you looking for a part-time position where your work directly uplifts families, your voice is valued, and your well-being matters? As a LIFT Coach (Finance, Education, Employment & Well-Being), you will partner one-on-one with parents and caregivers (our LIFT members) to help them achieve their goals related to financial mobility, career growth, education, and overall well-being. This is more than a part-time job; it’s an opportunity to be part of a mission-driven team that values equity, inclusion, and the power of lived experience. LIFT Members participate in a two-year journey, meeting monthly with their assigned Coach, who acts as a mentor, resource connector, and thought partner. Coaches work in a supportive, learning-oriented environment where everyone contributes to building a stronger, more equitable future. * We offer a flexible, hybrid schedule, generally 2 days/week in the office to meet with members and colleagues, and to participate in events. How We LIFT LIFT aims to break the cycle of poverty by investing in families. We partner with Members to build well-being, financial strength, and social connections – or as we like to put it, Hope, Money, and Love. LIFT is at an exciting moment as we scale our impact through continuous improvement of our direct service model, providing technical assistance to organizations seeking to deliver LIFT’s model and influence change in their systems, and amplify the voices of parents in poverty in policy decisions. You can learn more about our plans here . WHAT MAKES THIS ROLE SPECIAL An Equity-Centered Culture You’ll join a team deeply committed to racial equity and inclusion, where we live out our values of brilliance, diversity, relationships, social justice, and thriving environments. Your voice and identity are respected. Your lived expertise is an asset. Ongoing Training & Development LIFT Coaches are supported from day one through : A robust onboarding and coach training program Monthly coach cohort meetings for national learning and connection Access to ongoing training and organization-wide learning sessions Regular check-ins with skilled, empathetic managers committed to ensuring you succeed Flexibility that Supports You With a hybrid, part-time role, you have the flexibility to manage your schedule. We respect the need for balance and well-being. We offer reliable hours and a schedule you can count on. Meaningful, Member-Led Work You’ll help members achieve goals that matter to them, supporting families in their journey toward long-term financial stability and building thriving futures. AS A LIFT COACH, YOU WILL: Create a warm, inclusive, and welcoming environment for members and their families Build trusted coaching relationships with 26–32 parents/caregivers Guide members through goal setting, action planning, and progress monitoring Conduct follow-up research to support members' goals Connect members with relevant community resources and services Help recruit and retain members through outreach and regular communication Participate in regular team and All-Staff meetings Provide valuable input to improve LIFT’s coaching model, technical assistance, and policy work Maintain accurate records and ensure member confidentiality Support one-time member needs or projects as needed YOU'LL THRIVE IN THIS ROLE IF YOU: Are passionate about social justice and community-driven work Have work, volunteer, or internship experience with social services and/or want to apply your lived expertise to this role Believe in the power of relationships and member-led goal-setting Communicate with empathy and clarity Value flexibility and are adaptable to changing needs Are excited to learn and grow in a collaborative setting Bring strong organizational skills and attention to detail Speak Spanish proficiently (preferred) Are interested in a part-time role, partnering with our members for their two-year program with LIFT to be alongside them as they meet their goals ADDITIONAL BENEFITS Paid wellness weeks: A one-week organization-wide paid week between Christmas and New Year’s holidays, and a one-week organization-wide paid week the week of the Independence Day holiday Generous paid-time-off (2.5 weeks) 1 personal day 13 paid holidays, pro-rated 403b participation eligibility within the first month, up to 5% match after 1 st year TO APPLY Don’t think you have everything for this role but are still interested? Please don’t hesitate to apply. We’d love to hear from you! LIFT believes that diversity in all dimensions of the organization supports and bolsters the innovative thinking essential to its success and is committed to providing equal employment opportunities to all qualified applicants. LIFT’s goal is for our people to reflect the communities in which we live and serve and to ensure representation of people of color, women, veterans, and individuals with disabilities in our organization. Please visit www.whywelift.org/careers to apply and submit a resume.
Posted 4 weeks ago
AQRGreenwich, CT
AQR Capital Management AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we have become a leader in alternative strategies and an innovator in traditional portfolio management since 1998. At AQR, our employees share a common spirit of academic excellence, intellectual honesty, and an unwavering commitment to seeking the truth. We’re determined to know what makes financial markets tick – and we’ll ask every question and challenge every assumption. We recognize and respect the power of collaboration and believe transparency and openness to new ideas leads to innovation. The Internship Program Our 10-week summer program puts real work of the firm in your hands. You will work alongside brilliant people, gain insights and know-how from our Quanta Academy Summer Term curriculum, and experience what it’s like to work at the pinnacle of global, systematic investing. Learning is the cornerstone of our culture and plays an active role in the internship experience — through daily collaboration and interaction with employees at all levels, in workshops and classes, and most significantly by working on projects that matter to the many clients we serve. Our unique AQR Quanta Academy: Summer Term learning series, a structured program, consists of over 40 hours of educational, skill-building and networking events. The Team The Portfolio Implementation, Trading and Portfolio Finance team is responsible for the construction, optimization, and management of AQR’s systematic portfolios as well as for the efficient trade execution and financing of AQR’s investment strategies. The department comprises portfolio implementation, trading, and financing specialists. Portfolio Implementation specialists work closely with multiple groups across the firm to bring to market new systematic investment strategies and refine existing ones, across a broad range of investment mandates and across global markets. The Portfolio Implementation team, together with the researchers, shares the responsibility over the investment and risk management of AQR’s portfolios, in a collaborative and intellectually stimulating environment. Trading specialists are responsible for all the firm’s global trading on exchanges, SEFs, and OTC markets, as well as the evaluation of algorithmic trading methodologies in many asset classes. In addition to that they collaborate with Portfolio Implementation and Research specialists in the management of portfolios and the refinement of the investment process. Financing specialists are responsible for the optimization of the cash and synthetic financing of the firm across asset classes traded by the firm. In addition, they invest and manage cash and cash-equivalent instruments across portfolios as well as manage AQR’s critical relationships with the largest firms on Wall Street. Your Role A successful Portfolio Implementation, Trading and Financing Analyst will become intimately familiar with global financial markets, financial economics, asset management, quantitative investing and AQR’s investment philosophy. This role offers the opportunity to work with senior investment professionals within the firm and exposes the candidate to all aspects of portfolio management, in particular: Portfolio Construction: optimize portfolios based on model views, market frictions, and investment guidelines Portfolio Implementation Research: research and improve portfolio construction and optimization techniques Model Research: play an integral role in the implementation and improvement of new and existing systematic signals Analytics: manipulate and analyze large datasets to identify patterns in the performance and characteristics of AQR’s portfolios Trading: investigate and understand market structure & liquidity across asset classes and global markets. Measure, model, and control trading costs to improve execution Financing: optimize financing and clearing for the firm, invest, and manage cash and cash-equivalent instruments Mentorship and constructive performance review will be a focus throughout your time as you work towards earning a full-time role. What You’ll Bring December 2026 or Winter/Spring 2027 graduate in a quantitative field (e.g. Finance, Economics, Computer Science, Math, Engineering, etc.) with a desire to work in the financial services industry Pursuing either a Bachelor's or Master's degree Strong technical aptitude with demonstrated experience and knowledge of programming languages (Python, MATLAB, R) and SQL Exceptional problem solving and quantitative skills (Calculus, Linear Algebra, Statistics) Excellent communication skills Commitment to intellectual integrity, self-drive, maturity, and ability to collaborate Detail-orientation, ability to multi-task AQR is an Equal Opportunity Employer. EEO/VET/DISABILITY
Posted 30+ days ago
Lindblad ExpeditionsBoulder, CO
WHO WE ARE Lindblad Expeditions is a true pioneer in Expedition Travel. From taking the first citizen explorers to Antarctica in 1966, opening the Galapagos and Easter Island to tourism in 1967, leading the first tourist expedition through the Northwest Passage in 1984, and launching our innovative partnership with National Geographic in 2004, we're now taking almost 30,000 guests a year to some of the world’s most remote and pristine locations on our fleet of 21 ships, and are committed to ensuring our guests experience the “Exhilaration of Discovery”. ROLE OVERVIEW The Senior Director of Strategic Finance – Land Experience is a critical member of the corporate finance team, driving strategic planning, financial analysis, and executive-level decision-making across Lindblad Expeditions’ land-based subsidiaries. This role supports consolidated financial oversight and reporting for DuVine Cycling + Adventure, Classic Journeys, and Off the Beaten Path and will assist to preparing consolidated financials for the Land Experiences Segment (which also includes Natural Habitat Adventures and Wineland-Thomson Adventures). ROLE RESPONSIBILITIES Deliver data-driven recommendations to influence strategic planning and decision-making. Proactively monitor and interpret key performance indicators (KPIs) to identify trends and improvement opportunities. Lead the annual budgeting process for land-based companies, collaborating with senior leadership. Analyze and report financial performance against budget, identifying key drivers of variances. Prepare and deliver monthly, quarterly, and annual financial reports to executive leadership. Oversee financial models supporting short- and long-term forecasting. Engage with strategic finance peers to align on enterprise-wide trends and share best practices. Prepare slides for quarterly board of directors' meetings. QUALIFICATIONS 7+ years’ experience in Corporate Development, FP&A, Private Equity, Venture Capital or Investment Banking Demonstrated proficiency building detailed financial models Experience developing internal presentations and board decks Strong interpersonal and communication skills Ability to build effective partnerships with internal clients Strong analytical skills, fluency in performing rigorous financial, valuation and broad quantitative analyses and familiarity with accounting & key operational metrics Excellent judgment, mature personality, and experience working with executives Team player, active listener with strong consultative approach to support internal clients Strong attention to detail, action-oriented, highly accountable The compensation for this position is location-dependent. The salary range for NYC is $180k - $200k and in Boulder is $145k - $165k. Additionally, this role is eligible for a 15% annual bonus and 5% equity (based on performance). OUR BENEFITS • Travel benefits for employees and their family • Health insurance including Medical, Dental, Vision • 401(k) plan with employer match • Long-Term Disability, Life & AD&D Insurance • Flexible Spending Account (FSA) to be used for out-of-pocket medical and dependent care • Pre-Tax Commuter Benefit • 7-8 Paid Holidays • 2-3 Floating Holiday Options (pro-rated per start date) • Up to 15 days of vacation (pro-rated per anniversary year) • Parental Leave • Sick/personal days per city & state ordinance • Pet Insurance discount COMMUNICATION SKILLS Using the English language, this person must have the ability to read, write, and comprehend policies, legal guidelines, correspondence, and memos. Must also possess the ability to effectively communicate--both in writing and orally--with a professional demeanor. PHYSICAL DEMANDS While performing the duties of this job, the employee is frequently required to sit, talk and hear. The employee will also be required to write and type. The employee is occasionally required to stand, walk, and reach with hands and arms. COMPENSATION STATEMENT Lindblad Expeditions determines the pay for positions using local, national, and industry-specific survey data. We evaluate external equity and the cost of labor/prevailing wage index in the relative marketplace for jobs directly comparable to jobs within our company. Our posted salary range is based on national data and may be refined for a candidate's region/town/cost of living. For new hires, we strive to make competitive offers allowing the new employee room for future growth. Salaries will be based on the applicant’s location, level of experience, education, and specialized knowledge and skills. An employee/candidate with a stronger skill set will receive higher pay. EQUAL OPPORTUNITY EMPLOYER STATEMENT At Lindblad Expeditions, we simply could not do our work without the diverse kaleidoscope of humanity that creates and delivers our remarkable offerings across the planet. As a Company that respects and celebrates the inherent diversity in the places we explore, we recognize the need to mirror that same diversity and all the interconnected perspectives within our organization. We are committed to building a community of different genders, races, ages, sexual orientations, chosen identities, and countries of origin where every person brings their whole self to work and whose skills, talents, and abilities are valued. We believe we can explore further and in a more meaningful way by actively creating a more diverse and inclusive organization where everyone feels they belong. Lindblad Expeditions is an equal opportunity employer. Individuals seeking employment at Lindblad Expeditions are considered without regard to race, sex, color, religion, national origin, age, disability, genetics, marital status, pregnancy, unemployment status, sexual orientation, citizenship status, or veteran status.
Posted 1 week ago
Lindblad ExpeditionsNew York, NY
WHO WE ARE Lindblad Expeditions is a true pioneer in Expedition Travel. From taking the first citizen explorers to Antarctica in 1966, opening the Galapagos and Easter Island to tourism in 1967, leading the first tourist expedition through the Northwest Passage in 1984, and launching our innovative partnership with National Geographic in 2004, we're now taking almost 30,000 guests a year to some of the world’s most remote and pristine locations on our fleet of 21 ships, and are committed to ensuring our guests experience the “Exhilaration of Discovery”. ABOUT THE JOB The Strategic Finance Associate/Manager will be a key addition to our strategic finance team, responsible for owning budget, operational, and long-range models. The ideal candidate will have exceptional financial modeling and analytical skills, identifying data-driven insights to drive positive commercial outcomes. This individual will also have excellent interpersonal and communication skills, supporting senior executives in mission-critical operational and strategic decisions. As a Strategic Finance Associate/Manager you will be joining a small, collaborative and high-impact team with substantial visibility throughout the organization. ESSENTIAL DUTIES Develop and maintain comprehensive financial and operating models for budgeting, forecasting, and long-range financial planning. Develop and maintain financial models for various business units and strategic initiatives. Model potential financial outcomes under different operational, economic, and strategic scenarios to inform decision making. Drive the monthly financial reporting process. Conduct detailed variance analysis with a focus on going beyond the numbers to understand underlying trends and identify opportunities for improvement. Partner with business units with analyses of business performance, providing data-driven insights to support budgeting, business planning, and financial and operational improvements. Provide analytical support for the evaluation of potential investments, mergers, and acquisitions. Prepare monthly, quarterly, and annual presentations for executive leadership and the board on financial results, budgets, forecasts, long-range planning and strategic initiatives. Continuously improve financial processes and systems to enhance efficiency and accuracy MINIMUM QUALIFICATIONS 3-5 years of experience in financial planning and analysis, corporate finance, management consulting, investment banking or a similar role Exceptional, demonstrable analytical skills and strong attention to detail Deep understanding of how to use operational and financial data to build forecasts and financial analyses Ability to break down complex financial data and identify key insights Effective communicator who can distill conclusions into actionable commercial insight for senior management and other stakeholders Proficiency in Microsoft Office (Excel, Word, PowerPoint), and/or other presentation applications and financial database and data visualization applications Knowledge of accounting principles and financial statement analysis Bachelor’s degree in finance, accounting, or a related field, or comparable professional experience The ability to work Tue/Wed/Thu onsite in our NYC office PREFERRED QUALIFICATIONS Excellent communication and interpersonal skills Ability to work independently and collaboratively in a fast-paced environment Proactive in identifying issues and developing effective solutions Natural curiosity around business results and insights while consistently identifying ways to improve This role is eligible for an annual bonus, based on performance. OUR BENEFITS • Travel benefits for employees and their family • Health insurance including Medical, Dental, Vision • 401(k) plan with employer match • Long-Term Disability, Life & AD&D Insurance • Flexible Spending Account (FSA) to be used for out-of-pocket medical and dependent care • Pre-Tax Commuter Benefit • 7-8 Paid Holidays • 2-3 Floating Holiday Options (pro-rated per start date) • Up to 15 days of vacation (pro-rated per anniversary year) • Parental Leave • Sick/personal days per city & state ordinance • Pet Insurance discount COMMUNICATION SKILLS Using the English language, this person must have the ability to read, write, and comprehend policies, legal guidelines, correspondence, and memos. Must also possess the ability to effectively communicate--both in writing and orally--with a professional demeanor. PHYSICAL DEMANDS While performing the duties of this job, the employee is frequently required to sit, talk and hear. The employee will also be required to write and type. The employee is occasionally required to stand, walk, and reach with hands and arms. COMPENSATION STATEMENT Lindblad Expeditions determines the pay for positions using local, national, and industry-specific survey data. We evaluate external equity and the cost of labor/prevailing wage index in the relative marketplace for jobs directly comparable to jobs within our company. Our posted salary range is based on national data and may be refined for a candidate's region/town/cost of living. For new hires, we strive to make competitive offers allowing the new employee room for future growth. Salaries will be based on the applicant’s location, level of experience, education, and specialized knowledge and skills. An employee/candidate with a stronger skill set will receive higher pay. EQUAL OPPORTUNITY EMPLOYER STATEMENT At Lindblad Expeditions, we simply could not do our work without the diverse kaleidoscope of humanity that creates and delivers our remarkable offerings across the planet. As a Company that respects and celebrates the inherent diversity in the places we explore, we recognize the need to mirror that same diversity and all the interconnected perspectives within our organization. We are committed to building a community of different genders, races, ages, sexual orientations, chosen identities, and countries of origin where every person brings their whole self to work and whose skills, talents, and abilities are valued. We believe we can explore further and in a more meaningful way by actively creating a more diverse and inclusive organization where everyone feels they belong. Lindblad Expeditions is an equal opportunity employer. Individuals seeking employment at Lindblad Expeditions are considered without regard to race, sex, color, religion, national origin, age, disability, genetics, marital status, pregnancy, unemployment status, sexual orientation, citizenship status, or veteran status.
Posted 30+ days ago
FiscalNoteWashington, DC
About the Position We are looking for a highly skilled and detail-oriented Senior Accountant to join our Corporate Accounting team within our Finance function at FiscalNote headquartered in Washington, DC. In this role, you will be integral to the month-end accounting close process, technical accounting areas, and assisting with preparing disclosures for our quarterly financial statements. We are looking for someone to be a pivotal team member in our Corporate Accounting team who is motivated to performing excellent work, finding efficiencies, and being an active and positive contributor. This role offers an excellent opportunity to partner cross-functionally with various teams including FP&A, Operations, and Legal while also engaging with external and internal auditors. The ideal candidate is a self-starter who thrives in a fast-paced, high-growth environment and demonstrates strong analytical thinking, attention to detail, and a passion for continuous improvement. You will also contribute to our accounting operations by supporting our public company reporting responsibilities and being heavily involved in complex accounting areas such as, but not limited to, revenue recognition, capitalized software, and deferred commissions. This is a great opportunity for someone eager to build a robust foundation in corporate accounting and make an impact in a high-visibility role that drives process optimization, operational efficiency, and financial accuracy. About the Finance Team FiscalNote is the leading AI-driven enterprise SaaS technology provider of policy and global intelligence. Our Finance team plays a mission-critical role in driving the company’s growth and ensuring transparency in its financial reporting. The team is responsible for maintaining accurate accounting records, preparing quarterly financial statements in accordance with US GAAP, and adhering to public company SEC compliance requirements. The Corporate Accounting team within Finance focuses on maintaining rigorous financial controls and applying deep technical accounting expertise to support the organization’s business strategy. Whether it’s closing the books, performing variance analysis, or driving operational accounting efficiencies, the team combines precision, agility, and collaboration to support decision-making at the highest levels of the organization. About You You are a confident and collaborative accounting professional who is energized by problem-solving and excels in an environment that values adaptability, speed, and accuracy. Your strong foundation in accounting principles, attention to detail, and ability to work across teams position you to take ownership of complex processes and deliver high-quality accounting work. You are comfortable juggling multiple priorities, communicating technical concepts clearly to both financial and non-financial stakeholders, and applying sound judgment in areas such as revenue recognition and expense classification. You are excited about joining a team that values continuous improvement and contributes directly to the financial reporting of a publicly traded company. You thrive in ambiguity, embrace new challenges with enthusiasm, and bring a solutions-oriented mindset to every task. The compensation for this position would be $95,000 - 112,500 annually. #LI-HR1 What To Expect In This Position Prepare and review journal entries as part of the month-end accounting close process. Prepare and review balance sheet reconciliations as part of the month-end accounting close process to ensure financial results of operations are accurate and in conformance with US GAAP. Assist in various technical accounting areas, including revenue recognition (ASC 606), capitalization of software development costs, deferred costs to obtain, and significant transactions as they may arise. Prepare disclosure schedules and support for annual and quarterly financial statements. Serve as a key liaison with internal and external auditors during the audit process by responding to PBC (Prepared By Client) requests and providing control documentation. Assist with ad hoc accounting projects, significant transactions, and process automation initiatives, as needed. Assist in identifying and implementing improvements in financial controls and accounting processes to enhance accuracy, timeliness, and efficiency. Assist in analyzing and reviewing monthly financial results. Review account classifications, accruals, and adjusting entries to ensure appropriate accounting treatment. What Sets You Apart Bachelor’s degree in Accounting from accredited program 2-3 Years Experience CPA or CPA eligible strongly preferred Public accounting experience is strongly preferred Strong technical skills including advanced proficiency in Microsoft Excel Excellent communication skills Ability to organize, multitask and manage time. Attention to detail. Exposure to accounting processes, client servicing, etc.
Posted 30+ days ago
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Smartly Job BoardNew York, NY
We’re looking for a highly motivated growth leader to lead our customer success team, owning accounts across Tech, Travel, Auto and Finance in North America. As a Director of CS, you’ll define and execute the strategy for one of Smartly’s most dynamic and high-potential customer segments. You’ll lead a team of Client Partners and Customer Success Managers, owning and growing revenue across our SaaS customers in this space. Your mission is to bring deep industry expertise, cultivate senior-level customer relationships, and drive adoption of Smartly’s products and services that enable our customers to meet—and exceed—their business goals. You’ll report directly to the VP of Customer Success, Americas, and play a key role in aligning internal teams, GTM strategy, and customer outcomes to scale the impact of this vertical. As Director of Customer Success at Smartly, you will... Lead the CS Team: Manage a team of Client Partners and Customer Success Managers accountable for revenue and relationships across Tech, Travel, Auto and Finance. Build Strategic Relationships: Cultivate and maintain senior-level relationships across key customer organizations to drive alignment, feedback loops, and long-term partnership value. Drive Vertical Strategy: Define and operationalize how Smartly engages with customers in these verticals—bringing industry context and thought leadership to every interaction. Deliver Revenue Growth: Own revenue goals, forecasting, and vertical-wide opportunity management in Salesforce. Drive increased adoption, expansion, and renewals. Act as Point of Escalation: Serve as the senior point of escalation for customer challenges in the vertical, ensuring issues are addressed with urgency, transparency, and cross-functional coordination. Partner Cross-Functionally: Collaborate with Product, Engineering, and Product Marketing teams to influence roadmap, champion product enhancements, and drive launch success. Leverage Platform Partnerships: Work with our digital advertising partners (e.g., Meta, Google, TikTok) to unlock growth, innovation, and joint go-to-market opportunities. Operational Excellence: Support your team in unblocking progress, managing risk, and reducing duplication across internal efforts. Improve visibility and efficiency through strategic planning and execution. Foster a High-Performance Culture: Model Smartly’s values and help foster a team culture that engages employees, resonates locally, and is consistent globally. Be Commercially Hungry: Approach strategic planning and customer engagement with a mindset geared toward impact, acceleration, and commercial success. What we’re looking for… 10+ years of experience working with Tech, Travel, Auto and Finance clients within the ad-tech or mar-tech industries, with a strong track record of growing strategic account revenue. 5+ years of experience leading and managing teams, with a natural ability to organize, motivate, and scale high-performing customer-facing functions. Deep expertise across key digital channels—including Meta, TikTok, Snap, Google, and CTV—and how they drive performance for brand and performance marketers. A commercial mindset: you’re energized by sales, customer growth, and helping partners exceed their business and marketing goals. Strong executive communication skills, with the ability to build credibility and influence at all levels, including C-suite stakeholders. A product-curious leader who is eager to understand the platform and can flex communication style to effectively engage with both executive decision-makers and operational end-users. Proven ability to collaborate cross-functionally with product, engineering, marketing, and sales teams to unlock customer value and drive impact. A track record of meeting or exceeding quota, consistently delivering results across a portfolio of strategic customers. Perks & Benefits… Five weeks paid time off (PTO), 11 company paid holidays, unlimited sick days Generous healthcare packages & mental health benefits Monthly wellness benefit and learning reimbursement opportunities 401K plus matching & equity grants for all new Smartlies Volunteer time off days & company donation matching opportunities Choice of computer (MAC or PC) And so much more… The base pay range for this position is as mentioned below per year, plus annual bonus. We take into consideration an individual’s background, expertise, and experience in determining final salary. In addition to annual salary, Smartly’s total rewards provide employees with stock options, medical/dental/vision insurance, retirement savings benefits, parental leave, 5 weeks vacation, unlimited sick days, life insurance and disability benefits. To learn more visit https://www.smartly.io/careers#our-benefits. This information is provided in accordance with applicable law. Base pay information is based on market location. Salary in USD : $140,000 - $200,000 #LI-HYBRID About Smartly Smartly is the AI-powered advertising technology company transforming ad experiences for brands and their consumers. Our comprehensive advertising platform seamlessly integrates the capabilities of media, creative, and intelligence to power more than 800 billion impressions and generate more than 300 billion creatives annually, delivering tangible business outcomes for brands and advertisers. Smartly is the only company in the industry recognized as a Leader in The Forrester Wave: Creative Advertising Technologies with PwC validating the results it delivers for brands. We manage creative and media for 700+ brands worldwide and $6B in ad spend across the largest media platforms, including Facebook, Google, Instagram, Pinterest, Snap, and TikTok. Our end-to-end technology, unmatched access to media platforms and exceptional customer service help Fortune 500 brands to reach and engage consumers and learn what performs best.Smartly is a multinational and diverse team of 750+ Smartlies from 60+ nationalities, working in 13 countries. Together, we want to create and maintain an inclusive environment where everyone feels respected and heard. Our Diversity, Equity & Inclusion approach is at the heart of it. Visit Smartly to learn more.
Posted 30+ days ago
CrusoeDenver, Colorado
Crusoe is building the World’s Favorite AI-first Cloud infrastructure company. We’re pioneering vertically integrated, purpose-built AI infrastructure solutions trusted by Fortune 500 companies to power their most advanced AI applications. Crusoe is redefining AI cloud infrastructure, with a mission to align the future of computing with the future of the climate. Our AI platform is recognized as the "gold standard" for reliability and performance. Our data centers are optimized for AI workloads and are powered by clean, renewable energy. Be part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that’s setting the pace for responsible, transformative cloud infrastructure. About this role Join Crusoe’s Finance team, playing a key role in supporting our dynamic growing digital infrastructure business unit. This role will help lead Financial Planning & Analysis (FP&A) functionality, and provide added support on the Digital Infrastructure deal side. You will lead forecasting, budgeting and performance measurement focus on AI-driven data center infrastructure. Your work will directly influence strategic financial decisions, drive operational efficiency, and enhance our finance function. We're seeking a results driven professional with 6+ years of experience, including direct experience in infrastructure development projects, who is inspired to play a hands-on role in defining strategic financial direction and driving implementation amidst rapid growth. What You’ll Be Working On: Modeling & Forecasting: Build and maintain short and long-term financial models, forecasts, and budgets for data center infrastructure and manufacturing operations Project Finance: Support complex project financial modeling to develop, improve and maintain multi-billion dollar digital infrastructure project financings with equity and debt partners, supporting diligence process for construction and project financing Budgeting & Forecasting: Partner with Finance and stakeholders across construction, data center ops & strategy, project controls and accounting to create accurate monthly forecasts and annual budgets, ensuring timely tracking, performance analysis, and communications Cross-Department Collaboration: Act as connective tissue between digital infrastructure business teams & leadership to shape financial decisions, drive thoughtful analysis, identify trends, and offer actionable recommendations Financial Analysis: Lead cost analysis and continuously monitor financial performance to identify risks and opportunities for profitability & ROC improvements Process Improvement: Drive process improvements to enhance financial reporting accuracy and transparency Executive Reports: Create and support broader Finance team team in delivering monthly and quarterly executive reports, board materials, and investor updates Capital Raise Support: support creation of models, presentations & diligence materials for debt and equity fundraising events Mentor & Lead Team Members: Responsible for supervising one or more analysts, and mentoring less experienced team members, fostering a high level of performance, collaboration, and professional development Ad-Hoc Analysis: Conduct special projects and perform ad-hoc financial analyses, as needed; serve as a point of contact internally and externally for finance inquiries What You’ll Bring to the Team: 6+ years of experience in Strategic Finance, FP&A in digital infra or real estate development industries, or 4+ years of investment banking / PE / LevFin / Project Finance in real estate development or data center infrastructure sectors Prior experience to capital raising, capital structuring with proven experience in supporting complex financial financial deals Proven experience in supporting complex financial deals Advanced skills in financial modeling & analyses, forecasting, budgeting, scenario analyses and performance measurement. Proven ability to drive process enhancements and improve reporting accuracy Exceptional Communication and Collaboration Skills across teams and departments Readily identify problems and instinctively seek solutions, and communicate complex financial data to non-financial stakeholders Capable of managing multiple priorities in a fast-paced environment, while maintaining high-quality output under pressure Self-driven, proactive, and committed to excellence Required Education: Bachelor's Degree Bonus Points: Corporate development experience at digital infra companies Experience in capital budgeting and capital structuring Knowledge of digital technologies and infrastructure and financial implications Strong project management skills and team leadership experience. Proficiency in financial planning software and tools Benefits: Industry competitive pay Restricted Stock Units in a fast growing, well-funded technology company Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents Employer contributions to HSA accounts Paid Parental Leave Paid life insurance, short-term and long-term disability Teladoc 401(k) with a 100% match up to 4% of salary Generous paid time off and holiday schedule Cell phone reimbursement Tuition reimbursement Subscription to the Calm app MetLife Legal Company paid Commuter FSA benefit of $200 per month Compensation Range Compensation will be paid in the range of $165,000 - DOE. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.
Posted 30+ days ago
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Serpentini Automotive GroupWestlake, Ohio
Job Title: Finance Manager Company: Serpentini Auto Group Location: Greater Cleveland Area Job Type: Full-time Job Description: Serpentini Auto Group is seeking an experienced and skilled Finance Manager to join our team. The ideal candidate will have a proven track record of success in finance and automotive industry. The Finance Manager will be responsible for ensuring the profitability of the dealership by managing all financial aspects of the sales process. Responsibilities: Manage and oversee the financial aspects of the dealership's sales process Oversee and manage the daily operations of the finance department Develop and maintain relationships with lenders and financial institutions Assist customers with financing and leasing options Provide outstanding customer service and maintain high customer satisfaction levels Ensure compliance with all local, state, and federal regulations related to automotive financing Qualifications: Bachelor's degree in Finance, Accounting, Business Administration or related field Minimum of 1 years of experience in automotive finance management Strong communication and interpersonal skills Ability to work independently and in a team environment Knowledge of automotive financing products, regulations and laws Ability to work in a fast-paced environment and manage multiple priorities Proficient in Microsoft Office Suite We offer competitive compensation, benefits package, and a positive work environment with opportunity for advancement. If you meet the qualifications and are interested in this exciting opportunity, please submit your resume and cover letter for consideration. We are an equal opportunity employer and welcome all qualified candidates to apply.
Posted 30+ days ago
WorkstreamSan Francisco, California
Workstream is a mission-driven company that believes in building premium, modern software solutions for hourly businesses. There are 2.7 billion hourly workers, who make up 80% of the global workforce, but they've been heavily underserved by technology and deserve better. We help local businesses around you hire, manage, and pay qualified workers. Our customers include leading brands from multiple sectors, including Burger King, Carl's Jr./Hardee's, IHOP, KFC, and Culvers. At series B, we are quickly expanding our product portfolio. We are backed by legendary VCs and industry experts like Founders Fund, BOND, and Coatue. We are a team from UC Berkeley, Cornell, SJTU, Cambridge, NUS, with broad industry experiences from Tencent, Alibaba, Amazon, ByteDance, and more. What You’ll Do Financial Forecasting & Reporting Own, create , and refine Mosaic dashboards to provide real-time visibility into key financial metrics and projections. Maintain and continuously improve our financial forecasts to ensure consistent accuracy and reliability. Prepare and distribute investor updates on a regular basis. Accounting, compliance and controls Partner closely with our accounting outsourced firm to manage accounting from bookkeeping, taxes, compliance, controls and more Ensure that Workstream has a good accounts receivable and accounts payable process and that all payments are routed smoothly Ensure that all compliance are done smoothly for Workstream as a company across our entities Board & Investor Relations Create and present board-level financial metrics, analyses, and slides for executive, investor, and board presentations. Lead the creation of investor materials, highlighting actionable insights for fundraising and due diligence. Support fundraising efforts by assembling data rooms and preparing critical investor documents. Go-To-Market Guardrails & Unit Economics Provide in-depth analytical rigor to define financial guardrails for go-to-market teams. Partner with revenue operations to build an operational view of the business from a finance perspective, ensuring cross-functional alignment. Conduct detailed unit economics analyses—covering SaaS metrics like LTV:CAC, NRR, ARR, CAC payback, and Rule of 40—to guide strategic decisions. Cross-Functional Collaboration Collaborate with data science, revenue operations, product, legal, and recruiting teams to develop data-driven financial recommendations and insights. Independent & Proactive Work Operate autonomously with minimal guidance, applying sound business judgment to identify and solve problems quickly. Take the initiative to build processes, frameworks, and dashboards from scratch, reflecting our startup culture. Embody an owner mentality—work in a self-contained way without needing multiple teams for direction. Show curiosity and continuously improve: roll up your sleeves and iterate on financial models, dashboards, and analyses for optimal efficiency and clarity. What We’re Looking For Education & Experience Bachelor’s degree in Finance, Accounting, Business, Economics, Mathematics, Statistics, Computer Science, or Engineering (or related field). Ideally 6–8 years of total experience, with 3–4 years in investment banking, consulting, or Big Four, plus 3–4 years in a startup (preferably SaaS). Skills & Competencies Deep understanding of SaaS metrics—such as LTV:CAC, NRR, ARR, CAC payback, and Rule of 40—and how they inform strategic decisions. Proficiency in Excel, Tableau, SQL (ability to write queries), Google Sheets, and Mosaic. Stellar communication skills: able to distill complex financial concepts in clear, concise English for board-level audiences. Proven track record creating and delivering board-ready presentations. Ability to speak Chinese is a plus (not required). Self-starter mindset: enthusiastic about owning projects with limited direction. Exceptional attention to detail, superb organizational skills, and the ability to manage competing priorities. Curiosity and a passion for continuous learning and self-improvement. Working Hours & Expectations This is not a typical 9-to-5 role; we value individuals who love their work, take ownership, and embrace flexibility to get the job done. We seek driven individuals who genuinely enjoy rolling up their sleeves and going the extra mile to achieve outstanding results. Salary Range: In compliance with the California Pay Transparency Law, the base salary range for this role is between $170,000 - $200,000 in San Francisco. This range is not inclusive of our equity package. When determining a candidate’s compensation, we consider a number of factors including skillset, experience, job scope, and current market data. Additional Information Workstream provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We are committed to the full inclusion of all qualified individuals.
Posted 3 weeks ago
Ingram MicroIrvine, California
Accelerate your career. Join the organization that's driving the world's technology and shape the future. Ingram Micro is a leading technology company for the global information technology ecosystem. With the ability to reach nearly 90% of the global population, we play a vital role in the worldwide IT sales channel, bringing products and services from technology manufacturers and cloud providers to business-to-business technology experts. Our market reach, diverse solutions and services portfolio, and digital platform Ingram Micro Xvantage™ set us apart. Learn more at www.ingrammicro.com Come join our team where you’ll make technology happen in surprising ways. Let’s shape tomorrow - it’ll be a fun journey! The role: As the Executive Director, Product Management for the Finance Platform you will serve as a pivotal leader within the Chief Product Officer's team leading the Global Finance Platform strategy. Develop and present comprehensive product vision and strategy to transform Finance technology Platform, outlining value, potential impact, and implementation roadmap. Define and prioritize product roadmap features and initiatives based on market analysis, customer needs, technological advancements, and business value. Collaborate with stakeholders across the organization, including Finance, operations, go-to-market, partnerships, and sales to gather requirements and ensure alignment. Build, grow, and manage a team of FinTech specialists and enthusiast Product managers, setting clear goals and fostering a culture of ownership, collaboration, and results-oriented mindset. Regularly report to the executive team and key stakeholders on actionable initiative providing insights into progress, timelines, and expected returns. Spearhead the development of inspiring multi-year Product Roadmaps, aligning closely with overall strategy and collaborating with Engineering, UX, Operations, Data, and Finance teams. Collaborate with country business leaders and cross-functional teams to define a global product roadmap that aligns with company priorities for a global finance platform. Lead Product Managers to engage with key customers across all segments, prioritizing a deep understanding of both internal and external needs. Cultivate a culture of growth and inclusivity by supporting and coaching Product leaders on essential skills and representing the team's progress with executive presence. Influence and collaborate with cross-functional teams to ensure successful product implementation and adoption. Oversee multiple parallel work streams in a fast-paced, agile environment, ensuring alignment with business priorities and deadlines while continuously improving execution standards. What you bring to the role: Deep understanding of complex B2B Finance processes, and technologies with 10+ year of experience in related product management. Strong technical acumen, with the ability to translate complex concepts into actionable business items and product artifacts with application of latest Fintech and AI technologies. Deep understanding of financial systems related to Payments, AR, AP, Credit management and global taxes platforms. Experience with SAP systems is a plus. Exceptional leadership skills, with experience in recruiting and nurturing deeply technical and business savvy talent and guiding teams to achieve ambitious goals. Hands-on experience collaborating with engineering, data, UX and finance teams to scope, define, detail, and prioritize product requirements. Proven track record of developing and launching successful software products at global scale and in fast-paced dynamic environment. Bachelor’s degree required, master’s degree in computer science, Engineering, Finance, or related fields highly preferred. 5+ years of executive experience managing high-performing technical product teams, and proficiency in talent management, including talent identification. Experience conducting research and analysis, with fluency in quantitative and qualitative data, and ability to analyze industry and competitor trends to inform roadmaps. Strong executive presence with exceptional communication and presentation skills, capable of effectively engaging with executive staff, key stakeholders, and large teams. Demonstrated ability to work with and coordinate large-scale projects across diverse teams and geographies while collaborating effectively with remote partners and team members across different time zones. Strong analytical, problem-solving, and strategic thinking skills. Position may require occasional travel, including international travel. #LI-JJ The typical base pay range for this role across the U.S. is USD $200,900.00 - $361,600.00 per year. The ranges above reflect the potential annual base pay across the U.S. for all roles; the applicable base pay range will depend on the candidate’s primary work location, pay grade, and variable compensation plan. Individual base pay within each range depends on various factors, in addition to primary work location, such as complexity and responsibility of role, job duties/requirements, and relevant experience and skills. Base pay ranges are reviewed and typically updated each year. Offers are made within the base pay range applicable at the time of hire. New hires starting base pay generally falls in the bottom half (between the minimum and midpoint) of a pay range. At Ingram Micro certain roles are eligible for additional rewards, including merit increases, annual bonus or sales incentives and long-term incentives. These awards are allocated based on position level and individual performance. U.S.-based employees have access to healthcare benefits, paid time off, parental leave, a 401(k) plan and company match, short-term and long-term disability coverage, basic life insurance, and wellbeing benefits, among others. This is not a complete listing of the job duties. It’s a representation of the things you will be doing, and you may not perform all these duties. Please be prepared to pass a drug test and successfully pass a pre-employment (post offer) background check. Ingram Micro Inc. is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected category under applicable law.
Posted 6 days ago
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Apex Healthcare PartnersMontebello, New York
Job Purpose Job purpose Oversee staff and seniors within the AGS Accounting department in providing accurate and timely financial reporting for AGS clients: Maintain accurate books and records on behalf of AGS clients Develop and monitor execution of project plans for the completion of all monthly, annual, and ad-hoc deliverables Perform and implement quality control activities Client service and client relationships Team HR functions and work allocations Ad-hoc projects and reporting Duties & Responsibilities Duties and responsibilities Oversee staff and resources Allocate workload and collaborate between other supervisors on staffing resources Review timesheets and approve PTO and other personnel matters Conduct periodic check-ins and provide constructive feedback Conduct annual performance reviews and present salary increases Develop staffing requirements Interview and recruit accounting department candidates Oversee AGS client financial activity Create project plans for completion of all deliverables Oversee accurate and timely completion of monthly close and reconciliations Design, implement and operate relevant internal quality controls Review monthly financial statements and notes for accuracy and completeness Review and approve deliverables prior to release Proactively guide clients on financial matters Respond to client inquiries and analysis Ensure transparent c ommunication between all relevant stakeholders Proactive, clear, and timely communication of KPI ’s Collaborate with team , AGS management, and other internal departments to resolve issues Proactively inform management and client of concerns or barriers to achieving objectives ( e.g. financial results or meeting timelines) Inform and consult with client regarding any significant changes to the monthly financials Prepare accurate and timely reports for management and clients Conduct regular financial review meetings with clients Develop annual budgets with the client Oversee preparation of budgets ( revenue , expense , and staffing budget s ) . U pdate as needed throughout the year . Collaborate with client on preparation of budgets and approvals Act as a resource within the organization Ensure processes are clearly documented Recommend new processes to streamline workflow s and promote process efficiencies and effectiveness Other duties as assigned Audits, reviews, and tax file preparation Bank BBCs and covenants Adding/setup new facilities Develop efficiencies and enhanced controls within the accounting lifecycle Ad hoc projects and reporting Calls with clients to review monthly financials and other financial information Qualifications A successful individual in this role will possess the following skills : Possess a BS or MS in accounting 5+ years of experience in Accounting 2+ years in management SNF experience is a plus Understand accounting processes and flow of information between systems Good working knowledge of Excel and data analysis Strong understanding of Generally Accepted Accounting Principles (GAAP) and healthcare industry Possess managerial skills and experience Communicates proactively, clearly, and timely Able to prioritize and meet deadlines Operate independently ; seeks counsel for more complex matters Able to rapidly learn new systems and policies Possess computer skills including Microsoft Office Suite Working conditions This job occurs in an office environment with mostly sedentary work. The role requires frequent interaction with fellow coworkers and clients, as well as focused concentration at a computer workstation. Compensation $100,000-$130,000 based on experience
Posted 30+ days ago
First ResonanceLos Angeles, California
Overview As the Director of Finance, you will spearhead all accounting operations, including financial reporting (US GAAP), budgeting, forecasting, and the development of robust internal controls and compliance measures. We are seeking a CPA with over 7 years of progressive experience, ideally within a high-growth SaaS or tech startup, who will drive accurate financial statement preparation, manage cash flow, contribute to strategic initiatives, implement scalable financial systems, and explore the integration of AI/ML to optimize finance functions. Responsibilities & Duties Oversee all aspects of accounting operations, including general ledger, accounts payable, accounts receivable, payroll, revenue recognition (ASC 606 for SaaS), and month-end/year-end close processes. Prepare timely and accurate financial statements in accordance with US GAAP. Lead the budgeting, forecasting, and financial planning processes, including variance analysis and reporting to leadership and investors. Develop, implement, and maintain strong internal controls and financial policies. Manage cash flow, treasury functions, and banking relationships. Ensure compliance with all local, state, and federal tax regulations and reporting requirements. Serve as the primary point of contact for external auditors and tax advisors. Partner with leadership on strategic initiatives, providing financial analysis and modeling to support decision-making (e.g., pricing, fundraising, M&A). Select, implement, and manage financial systems (ERP/Accounting Software) to scale with the company's growth. Develop and optimize financial data pipelines, ensuring data integrity, accuracy, and accessibility for streamlined reporting and deeper analysis. Actively explore and evaluate the potential application of AI and machine learning tools to enhance financial forecasting accuracy, automate routine accounting tasks, and identify key business trends or anomalies within financial and operational data. Build and potentially mentor a future finance team as the company scales. Minimum Qualifications & Skills Bachelor's degree in Accounting, Finance, or a related field. CPA designation. 7+ years of progressive accounting and finance experience, ideally with a mix of public accounting and industry experience. Strong, comprehensive knowledge of US GAAP. Experience in a high-growth startup environment, preferably within the SaaS or technology sector. Proven experience building and improving accounting processes and implementing financial systems. Excellent analytical, financial modeling (Excel/Google Sheets), and problem-solving skills. Exceptional attention to detail and accuracy. Strong communication and interpersonal skills, with the ability to explain complex financial concepts to non-financial stakeholders. Hands-on, proactive attitude with the ability to operate effectively in a fast-paced, dynamic environment. Demonstrated interest in modern data practices, including improving data flow/pipelines for business intelligence. Curiosity and enthusiasm for exploring how AI/ML can be practically applied to improve finance function efficiency and insight generation. Benefits & Perks Health Insurance; medical, vision, dental, & life insurance. Paid Parental Leave. Employee Stock Option Plan. Team outings, group lunches, open office, happy hours. Paid holidays, sick days. Flexible Friday and PTO. 401K. First Resonance is an equal opportunity employer dedicated to building an inclusive and diverse workforce. First Resonance participates in E-Verify. As part of our onboarding process, a new hire's Form I-9 information will be shared with the federal government to confirm they are authorized to work in the U.S. Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. First Resonance accelerates the speed and reliability of hardware development for companies manufacturing the next generation of hardware products. This includes space exploration, electric airplanes, autonomous vehicles, nuclear reactors, robotics, and more. We are a group of software, hardware, and manufacturing engineers that are bringing the best of modern UX and data science to an industry that has been overly rigid in its innovation. We are removing the barriers preventing radical advancement by providing tools to manufacturing engineers and operators to move information more freely, collaborate with their teams more easily, and use the power of data to predict problems and provide insights that result in better hardware quality and delivery.
Posted 30+ days ago
TeleskopeNew York, New York
About Teleskope Teleskope is redefining data security for the AI era with the only dedicated platform that combines precise visibility with automated remediation. Teleskope continuously scans, catalogs and classifies data in-motion and at-rest while automating policy-based actions, helping organizations proactively manage data sprawl while securely enabling AI adoption. About the Role We are seeking an ambitious and talented individual to join Teleskope as our first dedicated finance hire. In this role, you’ll work closely with the VP of Operations to build the foundation of the Finance & Accounting function and prepare the organization for rapid growth. This is a dynamic role that balances high-level strategy with the in-the-weeds execution that’s required to keep the company moving forward efficiently. If you’re eager to build a career in startups, this is a unique opportunity to play a huge role in the growth of a young, fast-growing startup in data security, one of the hottest and fastest-growing product categories in tech. What You’ll Do Own all components of the financial model, including building and iterating on key drivers for the forecast Work with our accountants to manage month, quarter and annual closes as well as income tax and R&D tax credit applications Work with VP of Operations to set, track and manage company-wide KPI’s Work collaboratively with VP of Operations and department heads to develop, monitor and enforce operating budgets Report on company expenses, flagging anomalies, overspends, and BvA Manage accounts payable Support VP of Operations and VP of Growth in customer contract reviews Manage invoicing and accounts receivable Draft decks and financial summaries for investor updates and board meetings Create process and tools for monitoring and managing sales commissions What You Bring 3-5+ years of experience across banking, consulting, and/or strategic finance at a high-growth tech startup Excellent foundation in financial modeling and fundamentals of accounting A strong grasp of the day-to-day operations of a high-growth, venture-backed tech startup Experience setting and managing budgets across a growing organization Outstanding communication skills; you can make complex ideas accessible to anyone Ability to create clear, polished processes and work independently to build v1.0 of a high-functioning Finance & Accounting organization About you Executive Presence – You are a confident communicator who’s comfortable interfacing with executives, board members and investors Builder Mindset – You are a strategic and critical thinker that’s constantly seeking ways to improve processes and scale the organization. You leave things better than you find them. Action-Oriented – You seek out responsibility and are driven by impact. You take extreme ownership of, and pride in, everything you touch. Team Player – You love working collaboratively across functions and understand that building a company is a team sport. What You’ll Get Competitive base salary $130-$160k plus equity in the company A central role at an early-stage, high-growth company in a critical operational and cultural capacity Room to chart your career path at Teleskope by growing into expanded operations, people/HR, events, or administrative leadership roles A beautiful office in NYC’s Financial District Flexible vacation Health, vision, dental, 401k, and other benefits, heavily subsidized by Teleskope
Posted 3 weeks ago
SimplePracticeSanta Monica, California
About Us At SimplePractice, our team is dedicated to improving the mental health industry by building a suite of innovative solutions for practitioners and their clients. Our product supports practitioners on their clinical journey to becoming licensed, helps them manage their business and practice once they’re up and running, and enables new clients to discover and interact with practitioners. Taking a practitioner-first approach in everything we do makes it possible for health and wellness practitioners to devote more time to their clients while they use SimplePractice to start, grow, and maintain a successful private practice. As we continue to grow, we are seeking a dynamic Director of and Strategy to help identify and execute strategic opportunities that fuel our expansion. The Role We are seeking a highly analytical and motivated Strategic Finance Analyst to join our dynamic Finance team. This is a critical role that will directly contribute to our strategic decision-making and drive sustainable growth. The ideal candidate will possess a strong understanding of SaaS business models, financial modeling, and data analysis, with a passion for uncovering insights and translating them into actionable recommendations. Responsibilities Financial Modeling & Forecasting: Develop and maintain financial models (e.g., ARR, bookings, product performance metrics, OpEx) to support key strategic initiatives. Strategic Analysis: Conduct in-depth financial and operational analyses on projects related to business performance, identify trends, and provide actionable insights to senior leadership. This includes market sizing, competitive analysis, and new product/market entry evaluations. Performance Monitoring & Reporting: Track key SaaS metrics for strategic initiatives (e.g., ARR growth, net retention, gross margin) and prepare regular performance reports Business Partnering: Collaborate closely with cross-functional teams including Sales, Marketing, Product, and Operations to understand their financial impact and provide financial guidance and support for strategic initiatives. Scenario Planning & Ad-Hoc Analysis: Develop and analyze various financial scenarios to assess potential outcomes and risks. Conduct ad-hoc financial analysis to support strategic projects. External Communication Support: Assist in the preparation of investor materials, presentations, and analyses for external discussions as needed. Desired Skills & Experience Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field. Master's degree or CFA a plus. Experience: 5+ years of progressive experience in strategic finance, corporate finance, investment banking, private equity, or management consulting, with a strong preference for experience within a SaaS or technology company. SaaS Expertise: Deep understanding of key SaaS metrics, revenue recognition (ASC 606), and the drivers of value in a subscription-based business model. Financial Modeling Prowess: Expert-level proficiency in financial modeling (Excel or Google Sheets) with a proven ability to build robust, scalable, and dynamic models from scratch. Analytical Skills: Exceptional analytical and problem-solving skills, with the ability to synthesize complex data into clear, concise, and actionable insights. Communication: Excellent written and verbal communication skills, with the ability to present complex financial information clearly and persuasively to diverse audiences, including senior leadership. Business Acumen: Strong business acumen and a strategic mindset, with the ability to understand the broader business context and how financial decisions impact overall company performance. Tools: Proficiency with financial planning and analysis (FP&A) software (e.g., Anaplan, Adaptive Insights, Hyperion, Vena Solutions) and business intelligence (BI) tools (e.g., Tableau, Looker, Power BI) is a plus. Attention to Detail: Meticulous attention to detail and a commitment to accuracy. Proactive & Self-Starter: Ability to work independently, manage multiple priorities, and thrive in a fast-paced, high-growth environment. Base Compensation Range $115,000 - $145,000 annually Base salary is one component of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The above represents the expected base compensation range for this job requisition. Ultimately, in determining your pay, we’ll consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-related factors. Benefits We offer a competitive benefits program including: Medical, dental, vision, life & disability insurance 401(k) plan with company match Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays Mental health resources Paid parental leave & Backup Care Tuition reimbursement Employee Resource Groups (ERGs) California Job Applicant Privacy Notice Thank you for your interest in opportunities at SimplePractice LLC (“SimplePractice” or “us” or “we” or “our”). Please note that when you submit your resume or application materials to us for employment purposes, you are subject to the SimplePractice California Job Applicant Privacy Notice . For more information about our privacy practices, please contact us at privacy@simplepractice.com .
Posted 2 weeks ago
Director, Health Care Finance
Whole Health InstituteBentonville, Arkansas
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Job Description
Heartland Whole Health Institute is a non-profit that addresses physical, mental, emotional, and social well-being by working with health systems, employers, and communities to redesign health care delivery.
Job Description:
Job Title: Director, Health Care Finance
Reports to: Chief Transformation Officer
FLSA Classification: Exempt
Location: Bentonville, Arkansas (On-site)
Who We Are
Heartland Whole Health Institute (HWHI) is dedicated to transforming health care – beginning in our home of Northwest Arkansas and scaling to disrupt the national health crisis. We advocate, educate, and guide the implementation of an innovative system, rooted in whole health and the realignment of financial incentives. Our team members are collaborative, analytical, mission-driven, and working together to change the status quo.
The Institute’s 85,000-square-foot facility is located on the campus of Crystal Bridges Museum of American Art near Alice L. Walton School of Medicine.
About The Position
The Director, Health Care Finance supports and advances health systems partnerships and innovative pilot programs intended to transform health care, through in-depth financial modeling, performance analysis, and strategic collaboration. The role requires close collaboration with internal teams, external stakeholders, and actuarial partners to align financial strategies and the organizational mission to transform health care.
Essential Duties and Responsibilities
Health Systems Partnerships
- Develop, refine, and analyze financial models for current and future health systems partnerships, across diverse service lines and partnership arrangements.
- Analyze operations and financial performance of health systems partners, monitoring progress in meeting partnership performance metrics.
Financial Modeling & Analysis
- Develop, refine, and analyze financial models to assess the viability and sustainability of health systems partnerships, alternative payment models, and other tactics intended to support health care transformation.
- Conduct economic modeling and forecasting to assess the impact of various health care initiatives and policy changes.
- Collaborate with outside actuarial teams to evaluate and guide the development of risk-based arrangements that support HWHI’s vision to transform health care payment models.
- Utilize advanced statistical methods and software to interpret complex datasets and derive actionable insights.
- Conduct analysis of new health plan designs, working closely with human resources, brokers, and financial stakeholders.
- Report on ROI analysis for value-based systems to Heartland Whole Health Institute leadership.
Stakeholder Engagement and Collaboration
- Monitor industry trends and regulatory changes to identify opportunities and risks for the organization.
- Prepare detailed reports and presentations for senior executives, summarizing findings and recommendations.
- Work with internal and external stakeholders to facilitate the adoption of alternative payment models.
- Provide financial insights and recommendations to leadership, ensuring financial strategies align with organizational goals.
- Conduct economic modeling and forecasting to assess the impact of health care initiatives and policy changes.
Qualifications and Requirements
- Bachelor’s degree in finance, Economics, Health care Management, or a related field.
- Master’s degree preferred.
- Certifications preferred: Certified Public Accountant (CPA), Certified Health care Professional (CHFP), Health care Financial Management Association (HFMA), or Fellow of Society of Actuaries (FSA)
- Minimum of three (3) years of experience in financial analysis, health insurance, and capitated models
- Strong understanding of self-funded insurance plans and total cost of care agreements.
- Proficiency in financial modeling, data analysis, and statistical software (e.g., SAS, R, SQL).
- Excellent analytical and problem-solving skills, with the ability to communicate complex concepts clearly.
- Experience collaborating with interdisciplinary teams and engaging with stakeholders at various levels.
- Knowledge of health care regulations and policies impacting payment models and cost management.
- Strong understanding of health plan design and alternative payment models.
- Demonstrated ability to handle multiple projects, meet deadlines, and work on complex financial tasks independently or as part of a team.
- Strong written and verbal communication skills are needed to present complex financial concepts to colleagues and stakeholders clearly and effectively.
- Ability to think critically and make sound judgments in a fast-paced, dynamic environment.
- Adherence to the highest ethical standards when managing and working with sensitive financial data.
Physical Demands and Work Environment:
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical demands: In the work environment described, position requires sitting at a desk and utilizing a computer and a telephone for prolonged periods of time and good eye/hand coordination, bending and stretching, and physical stamina to lift and transport a minimum of 10 pounds. Visual acuity to review written materials is required for this job.
Work environment: Work is performed full-time (Monday-Friday, 8 a.m.-5 p.m.) in a professional, climate-controlled office environment with standard office equipment, including computers, printers, and telephones. This role requires working in an open setting near colleagues. The noise level is typically low to moderate. The role also requires interaction with both the public and internal team members in a professional and courteous manner. Some local travel may be required, and a flexible schedule may be necessary to accommodate business needs, including occasional evening and weekend work hours.
Heartland Whole Health Institute is an equal opportunity employer committed to building and maintaining a workplace that is free of discrimination and harassment of any kind. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.
All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement and a background check. In addition, you will need to provide proper identification verifying your eligibility to work in the United States.
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