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Dir, Investment Platform Finance
Wellington Management Company, LLPBoston, MA
$100,000 - $225,000 / year
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Investment Platform Finance Director is a key leadership role responsible for overseeing all financial operations for the Investment platform. This leader will partner with the business leaders on financial performance and creating the right analytics and standard financial reporting to support key decisions across the organization and manage the platform budget and forecasting process. The ideal leader has operated successfully at a global level, having a desire to develop, mentor and coach a team. In alignment with company's overarching business strategy and corporate business goals, this leader will create a strategic vision and direction for the Investment Platform finance operations. This will necessarily entail building strong business partnerships across the organization and ensuring strategic business decisions are underpinned by strong analytics. Candidates should enjoy being part of a dynamic leadership team that seeks to innovate and constantly look for opportunities to increase the value of our interactions and deliverables to our business partners. Characteristics of successful team members include the ability to: i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) 'connect the dots' and v) challenge the status quo. RESPONSIBILITIES Lead the financial planning, budgeting, forecasting, and analysis for the Investment platform. Drive cost efficiency and operational excellence across the financial and administrative processes. Support the business lines on modeling & analytics. Partner with investment and executive leadership on long-term platform growth, cost efficiency, and strategic initiatives. Day to day team management including talent development, performance management, and fostering a culture of collaboration, accountability, and continuous improvement, empowering teams to deliver exceptional results while aligning with the organization's core values and long-term vision. Ensure adherence to internal controls, audit standards, and financial compliance related to Investment Platform operations. Drive cost efficiency and operational excellence across the financial and administrative processes with a lens on efficiency and scale. Lead team in providing comprehensive KPI management, reporting & analytics, and establishing annual budgets. Oversight of financial presentation development for committee meetings, townhalls, and other cross-functional discussions. Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the broader investment teams. Contribute to development of business plans with a focus on estimating costs and profitability. Establishing annual budget and forecasts for business functions and support of accompanying presentations; Management of results, variances, efficiencies and operational processes. Continuous evaluation and support for cost allocation, transparency, problem-solving and execution. Creation and management of proactive analytics that unlock ideas and enables high level discussion of investment and growth opportunities. Building a culture of continuous improvement by streamlining financial processes, eliminating redundancies, and leveraging technology to enhance productivity and resource allocation. QUALIFICATIONS Bachelor's Degree in finance, accounting, or related field; MBA or advanced degree preferred. Demonstrable (15+ years) relevant work experience in finance with investment / asset related leadership experience, ideally within a global environment. Proven track record of leading and developing high-performing teams, with a focus on cultivating a positive, collaborative culture that aligns with organizational goals and drives sustained success. Proven track record of leading financial planning processes and delivering high-quality analysis and insights. Strong understanding of financial principles, accounting standards, and financial modeling techniques. Demonstrated success in leading teams through complex transformation initiatives, driving strategic change, and maintaining stability. Proven problem-solving and analytical skills coupled with rigorous decision-making process. Superior interpersonal and communication skills. Strategic thinker with the ability to provide forward-looking analysis and recommendations. Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization. Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner. Demonstrated embodiment of our cultural standards - integrity, ethics, and ability to set a standard in leadership. Strong applications skills - Excel & PowerPoint; experience with Workday, Tableau, or Adaptive Technologies a plus Financial modeling knowledge and application. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com. At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Posted 30+ days ago
Senior Scrum Master, Finance Technology
Axelon Services CorporationNew York, NY
$74 - $74 / hour
Job Title: Senior Scrum Master, Finance Technology & AI Projects Location: New York, NY Pay: 74/hr, W 2 Onsite 3 days a week 6+ Month Contract Key Responsibilities: Lead and manage multiple cross-functional agile teams as a Scrum Master, ensuring adherence to agile methodologies and practices. Facilitate all Scrum ceremonies, including sprint planning, daily stand-ups, sprint reviews, and retrospectives, to promote transparency, inspection, and adaptation. Collaborate closely with Product Owners, stakeholders, and team members to define project scope, goals, and deliverables for finance technology and AI projects. Track project milestones and deliverables, identifying risks and implementing mitigation strategies. Proactively identify and elevate issues to stakeholders in a timely manner. Coach and mentor team members on agile principles and practices, fostering a culture of self-organization, accountability, and continuous improvement. Drive continuous improvement initiatives to optimize team efficiency and delivery outcomes, leveraging data and KPIs to optimize existing capabilities and innovate for the future. Remove impediments and shield the team from external distractions to ensure focus on sprint goals. Support the Product Owner in maintaining a well-groomed and prioritized product backlog. Ensure the team works collaboratively and efficiently to deliver high-quality products. Communicate project status, risks, and issues to stakeholders and senior management, providing high-quality status reports. Foster a culture of collaboration and transparency within the team and across stakeholders. Track team progress and performance metrics, leveraging AI tools to support requirements elicitation, user story creation, and refinement. Qualifications: Bachelor's degree in a relevant field (e.g., Computer Science, Information Technology, Finance) or equivalent work experience. Minimum of 5-9 years of experience in a Scrum Master role, preferably within a technology team. Proven experience as a Senior Scrum Master or Agile Project Manager in a software development or technology-driven environment. Strong understanding of Agile methodologies (Scrum, Kanban, etc.) and experience in agile transformation. Experience specifically managing IT delivery in medium-to-large complex environments, particularly within the Banking/Finance sector. Familiarity with Cloud Platforms (e.g., Google Cloud Platform (GCP), Azure, AWS) and exposure to Big Data tools (e.g., Spark, Hadoop) and AI frameworks (e.g., TensorFlow) is a distinct advantage (conceptual understanding required, not coding). Proficiency with project management tools such as Jira, Confluence, or Azure DevOps. Skills: Technical Skills: Expertise in Agile methodologies, Scrum framework, and experience with project management tools. Basic understanding of SQL queries and database structures is a plus. Strong knowledge of AI environments and data. Leadership & Facilitation: Excellent leadership, communication, and facilitation skills. Ability to lead and influence teams in a dynamic environment. Communication: Exceptional written and verbal communication skills, with the ability to simplify complex problems and articulate strategy to stakeholders. Problem-Solving: Strong problem-solving, decision-making, and analytical skills to address challenges and optimize project outcomes. Coaching & Mentoring: Proven ability to coach and mentor team members on agile principles and practices. Adaptability: Adaptability and flexibility to navigate changing project requirements and priorities in a fast-paced environment. Domain Knowledge: Previous experience in the Banking/Finance sector is highly preferred. Domain knowledge in financial technology and AI applications. Certifications (Preferred): Certified Scrum Master (CSM), Professional Scrum Master (PSM), or equivalent Agile certification. PMP (Project Management Professional) certification is also a plus.
Posted 6 days ago
Finance Associate
Jon Ossoff for SenateAtlanta, GA
Jon Ossoff for Senate is hiring a Finance Associate to join our finance team for the 2026 cycle. Applicants will be required to relocate to the Atlanta, GA area and adhere to an in-person work schedule in the office, for a typical business week. This position will aid the Deputy Director of Financial Operations. Duties and Responsibilities: Help with the development and execution of fundraising events, including outreach, logistics, and curation Track contributions, donor relationships, and pledges Identify and research prospective donors to the campaign Update and monitor numerous campaign trackers, including cash flow documents Collaborate with the outside compliance vendor and the internal finance team to ensure that all FEC paperwork is completed correctly Assist finance and campaign staff with additional duties as needed Perform administrative duties including but not limited to thank you letters and routine data entry This is an entry level position. Qualified applicants will demonstrate strong attention to detail, high levels of organization, ability to function in a fast-paced environment and a willingness to work as part of a team. Experience with campaigns or other political work is a plus, but not required. Preference will be given to those with Georgia ties. A valid driver’s license and access to a vehicle are strongly preferred. Salary for this position is $4,500 monthly and will come with benefits, including dental, vision and health insurance. To apply: Submissions via Workable will not be considered. Please send your resume to Finance@ElectJon.com and include “Last Name, Finance Associate" in the subject line. Applications will be considered on a rolling basis. Jon Ossoff for Senate is committed to diversity among its staff and recognizes that its continued success requires the highest commitment to hiring and retaining a diverse staff that provides the best quality services to our mission. Jon Ossoff for Senate is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, creed, sex, age, national origin, protected veterans, marital or familial status or responsibilities, parental status, domestic relationship status, sexual orientation, gender identity or expression, disability status, criminal history status, genetic information, homeless status, matriculation, personal appearance, status as a victim or family member of victim of domestic violence, a sexual offense, or stalking, or any other category prohibited by local, state or federal law.
Posted 30+ days ago
Finance Manager
FairComColumbia, MO
The Finance Manager leads our financial operations, blending high-level FP&A strategy with hands-on accounting management. Key responsibilities include overseeing the accounting team, directing budgeting and forecasting cycles, and maintaining internal controls. This role acts as a vital bridge between the Executive team and department heads to support financial discipline and organizational growth.*This is an in-office position in Columbia, MO, with opportunities for a hybrid schedule post-onboarding. The Day-to-Day: Direct the annual budgeting process, develop quarterly financial forecasts & projections, and monitor budget vs. actual in order to recommend corrective actions to Senior Leaders. Build and maintain financial reporting and dashboards (monthly, quarterly, annual) for the Executive team to support strategic initiatives and decision-making. Evaluate and manage relationships with accounting software and external CPAs/accounting firms, implementing appropriate systems and processes as the company scales. Maintain internal controls & audit processes to ensure compliance with GAAP, tax laws, best practices, and other regulatory requirements. Oversee cash flow planning and ensure availability of funds; manage working capital and optimize liquidity. Manage the Accounting Department and supervise the work of the accounting team members, which includes accounts payable, accounts receivable, cash management, month- and year-end close, budget preparation, and tax preparation. Partner with Sales and Operations to evaluate customer-level churn and revenue trends. Develop your understanding of the SAAS industry and the strategy behind how orders of each of our database software products are structured. Provide guidance on procedures, train the finance team, conduct team meetings & individual 1:1s, and provide continuous performance management. Other duties as assigned. Requirements Bachelor’s degree in Finance, Accounting, or related field. 2+ years of relevant experience in Corporate Finance. Advanced proficiency with Excel and accounting software. Strong financial modeling, forecasting, and analytical skills. Strong business acumen with the ability to translate financial data into strategic insights. Based in Columbia, MO, or a nearby commutable location. Position Preferences A CPA or MBA is a plus. Experience with tax compliance software (AvaTax) and payroll software (Paylocity). Experience with data visualization tools (e.g., Power BI, Tableau, etc.) Familiarity with enterprise software industry dynamics, including SaaS business models, subscription-based pricing strategies, and recurring revenue models. Benefits Join the FairCom Team! Have Fun and Work Hard with an Opportunity for a Healthy Work/Life Blend Empowered, Agile Teams: Collaborate with passionate colleagues in small, cross-functional teams that drive innovation. Enjoy the freedom to shape your work and contribute meaningfully. Flexible Work-Life Balance: Achieve optimal work-life harmony with our hybrid work schedule, offering the best of both worlds: in-office collaboration and remote focus. Invest in Your Growth: Benefit from a supportive environment where long-tenured colleagues share their expertise, fostering a culture of continuous learning and development. Rewarding Compensation: We value your contributions. Expect a competitive salary package aligned with industry standards. Comprehensive Well-being Support: Protect what matters most with our robust benefits, including top-tier medical, dental, vision, and life insurance coverage. Plus, watch your savings grow with our 401(k) matching program. Generous Time Off: Recharge and rejuvenate with 15+ holidays, three weeks of paid vacation, a week of sick leave, and an extended holiday break for quality family time (skeleton crew operations). Celebrate You: Enjoy a paid day off on your birthday and another on our annual "CEO Thank You Day" in March. Thrive Together: Build lasting connections and strengthen your skills through annual & quarterly engaging company-wide events and growth opportunities. Fuel Your Focus: Stay energized and inspired with our fully stocked kitchen featuring delicious snacks, meals, and drinks. Convenient Commute: Easily access our office with a prime location near I-70. FairCom’s long and dynamic history has been supported by a diverse team of coworkers, which we feel honored to have. We are proud to be an equal opportunity employer and are committed to providing a working environment where diversity is celebrated. We believe all people deserve to be treated with dignity and respect, and we do not tolerate any behavior that runs contrary to this fundamental right, such as discrimination and harassment of any kind. We are thankful for every person who engages in our recruitment process and promise that all applicants will be considered for employment based solely on merit and qualifications directly related to professional competence, and without any regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, genetic information, pregnancy, veteran, disability, marital status, or any other basis protected by law.
Posted 30+ days ago
Commercial Finance And Pricing Manager
Byrne DairyLafayette, NY
$98,000 - $135,000 / year
Commercial Finance and Pricing Manager Why Byrne At Byrne, we foster a culture built on teamwork, excellence, and professionalism. Our greatest strength lies in the exceptional talent and dedication of our team members across every part of the organization. We value their contributions and ensure they're recognized, rewarded, and compensated in ways that reflect their impact and expertise. Pay and Benefits Salary Range - $98,000 - $135,000 per year Competitive bonus programs Medical, Dental, Vision benefits available day 1 of employment Supplemental benefits available on day 30 of employment Eligible for 401 (k) with a company match available on day 90 of employment Educational Support via tuition reimbursement and scholarship program Work Shift and Location 2394 US Rte. 11 Lafayette, NY 13084 Monday - Friday Job Overview The Commercial Finance and Pricing Manager is a high impact finance leader that supports strategic growth at Byrne. This role is highly visible and requires frequent interactions across all levels of the organization. This includes managing customer profitability metrics, pricing strategies, and financial reporting while partnering cross-functionally to deliver actionable insights and drive continuous process improvements across the commercial and finance organization. Key Responsibilities Develop and maintain customer profitability metrics (revenue, costs, margins) and pricing strategies. Own Customer price list management and weekly customer communications. Partner with Sales, R&D, and Procurement to support customer bid opportunities and formula costing updates. Own monthly commercial financial reporting including sales, customer accruals, lag reporting & variance analysis. Balance recurring financial reporting cycles (weekly pricing, monthly accruals, quarterly forecasts & annual budgets) with project-based analytical work. Consolidate complex data into actionable insights and recommendations that drive efficiency, accuracy, and informed decision-making across the commercial and finance teams. Lead continuous process improvements and monitor internal control procedures, ensuring adherence to company policies and identifying opportunities to enhance operational efficiency. Min. Qualifications Bachelor's degree required, MBA or advanced degree preferred. Minimum of 8 years of progressive accounting/or finance experience Experience working with the Federal Milk Marketing Order is strongly preferred Strong analytical and problem-solving skills, advanced skills/knowledge of Excel. Experience with accounting and finance within an ERP environment is required, Oracle is preferred. Accounting / Finance experience within a manufacturing environment is preferred. Byrne Headquartered in LaFayette, Byrne is a Central New York-based dairy company with a legacy spanning over 90 years. Its operations include an extended shelf-life (ESL) and ultra-high temperature (UHT) pasteurization plant in DeWitt, as well as an ESL manufacturing facility in Cortlandville. Byrne also maintains warehouse facilities in Syracuse and East Syracuse, along with a dedicated ice cream center in Syracuse. As a recognized industry leader, Byrne continues to drive innovation at the forefront of dairy processing and product development.
Posted 30+ days ago
Finance Analyst
Research Foundation for Mental Hygiene, Inc.brentwood, NY
$75,245 - $75,759 / year
POSITION ANNOUNCEMENT Job Title: Finance Analyst Salary Grade: 21 $75,245- $75,759 The Research Foundation for Mental Hygiene, Inc. is seeking one (1) qualified candidate to fill the full-time position Financial Analyst. The Mental Hygiene Division of the New York City Department of Health and Mental Hygiene is responsible for policy, programs, and provider oversight related to mental health; alcohol and drug use; developmental delays and disabilities; and early intervention services. The work of the Division is informed by the goals of improving clinical and rehabilitative services; integrating mental health, substance use, and primary care; promoting healthy childhood development; reducing racial/ethnic and socioeconomic health inequalities; and promoting recovery. The Bureau of Administration provides all non-program support for the Division of Mental Hygiene. Responsibilities/Duties: Under the direction of the Deputy Director, Mental Hygiene Finance, the Financial Analyst will perform the following tasks: Ensure processing of prompt payments of monthly invoices and quarterly financial reports using various systems for contracted providers within the Division of Mental Hygiene Liaise with DOHMH's central Finance and other Divisional Bureaus. Prepare and analyze reports as necessary Maintain availability of sufficient budget funds for payments to be processed. Forecast expenditures and perform substantive financial analysis as needed. Provide technical assistance to programs and contracted providers. Other ad hoc projects. Minimum Qualification A Bachelor's degree from an accredited college or university in economics, finance, accounting, business or public administration, human resources management, management science, operations research, data science, business/data analytics, human resources development, or a closely related field. One year of satisfactory full-time professional experience working in one or a combination of the following areas: working with the budget of a large public or private concern in budget administration, accounting, economic or financial administration, or fiscal or economic research; in management or methods analysis, operations research, organizational research or program evaluation; in personnel or public administration, recruitment, position classification, personnel relations, labor relations, employee benefits, staff development, employment program planning/administration market research, economic planning, or fiscal management; or in a related area. Preferred Qualifications: Some knowledge of Government contracting/procurement process. Familiarity with mental hygiene services (mental health, developmental disabilities, alcohol & drug abuse; behavioral health, etc.) Intermediate to advanced knowledge of Microsoft Excel, and a working knowledge of the full Microsoft Office suite. Remote Work Policy: DOHMH employees working through RFMH are allowed a Hybrid option post training and onboarding. Sponsorship Policy: Applicants must be currently authorized to work in the United States. This location does not sponsor or assume sponsorship of employment visas at this time. Location: 42-09 28th Street, Long Island City, NY 11101 To Apply: Submit a resume and cover letter on our website at https://rfmh.applicantpro.com/jobs/ . Only applications submitted through our website will be considered. The Mission of the Research Foundation for Mental Hygiene, Inc. (RFMH) is to promote the mental health of all New Yorkers, with a focus on providing hope and supporting recovery for adults with serious mental illness and children with serious emotional disturbances. Applicants with lived mental health experience are encouraged to apply. RFMH is deeply committed to supporting underserved individuals, organizations, and communities. To this end, RFMH is focused on implementing activities and initiatives to reduce disparities in access, quality, and treatment outcomes for underserved populations. A critical component of these efforts is ensuring that RFMH is a diverse and inclusive workplace where all employees' unique attributes and skills are valued and utilized to support the mission of the Agency. RFMH is an equal opportunity/affirmative action employer. The Research Foundation is a private not-for-profit corporation and is not an agency or instrumentality of the State of New York. Employees of the Research Foundation are not state employees, do not participate in any state retirement system, and do not receive state fringe benefits. Excellent Benefits Package. Affirmative Action/Equal Opportunity Employer - Disabled/Veteran, 41 CFR 60-741.5(a) and 41 CFR 60-300.5(a) compliant. Job Posted by ApplicantPro
Posted 3 weeks ago
Six Sigma BB Consultant - Finance & Procurement/Supply Chain
NextechBrentwood, TN
Six Sigma Black Belt Finance & Procurement / Supply Chain (Contract) Location: Nashville, TN (Onsite 3+ days/week) Contract Length: 6 months (extension likely) Start: ASAP Type: Contract Overview We are seeking a Six Sigma Black Belt to document and standardize workflows across Finance and Procurement / Supply Chain functions. This role will focus on capturing accurate current-state processes, particularly where cross-functional handoffs exist between Finance, Procurement, Supply Chain, and external vendors. This role is centered on organizational process documentation and change management, not technical system implementation. Key Responsibilities Facilitate workflow discovery sessions with Finance and Procurement stakeholders Document end-to-end Finance and SCM workflows using standardized templates Identify handoff points, gaps, and inefficiencies across functions Collaborate with vendors and internal teams during critical workflow phases Align closely with the Lead Black Belt to ensure documentation consistency Support future improvement initiatives informed by documented workflows Required Qualifications Active Six Sigma Black Belt certification Experience in Finance, Procurement, and/or Supply Chain process documentation Strong stakeholder engagement and facilitation skills Ability to operate effectively in complex, matrixed organizations Onsite availability in Nashville at least 3 days per week Preferred Experience Enterprise ERP or vendor-facing process exposure (business-side, not technical) Experience in manufacturing, operations, or shared services environments Prior consulting or internal transformation initiatives
Posted 2 weeks ago
Automotive Finance Representative
Automotive Services NetworkWinter Park, FL
Automotive Finance Representative - Holler Classic Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart – Be Happy® brand promises include Our Best Price First, Pure and Simple® and Commission-Free Sales. Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Automotive Finance Representative Essential Duties and Responsibilities include the following: Arrange bank financing Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs Provide customers with thorough explanation of contract, aftermarket products and extended warranties Establish and maintain strong working relationships with several financial sources, including the manufacturer Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner Provides customer with complete explanation of manufacturer and dealership services procedures and policies Minimum Qualifications: College degree is preferred Active Florida notary or ability to obtain Strong background in retail sales or hospitality, automotive finance experience a plus Experience offering various financial products preferred Strong CSI scores Strong history of selling AMO (After Market Options) Reliable Transportation Valid driver’s license with acceptable driving record Acceptable background and drug screening Supervisory Responsibilities: None Job Type: Full-Time Benefits: 401(k) & 401(k) Matching Employee Assistance Program Health Insurance Dental Insurance Vison Insurance Life Insurance Flexible Spending Account Paid Time Off After 6 months Referral Program Associate Discount Program Schedule: Ability to work a flexible schedule Pay: Pay will be discussed during the interview Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf
Posted 1 week ago
Senior Finance Manager
Keller Executive SearchOakland, CA
This is a position within Keller Executive Search and not with one of its clients. This senior position will lead Finance for Keller Executive Search in Oakland, California, United States, shaping strategy, building scalable processes, and partnering across the firm to deliver measurable impact. Key Responsibilities: - Define the Finance vision, roadmap, and annual operating plan aligned to business goals. Build and lead a high‑performing Finance team; set clear objectives and coach managers. Own Finance KPIs and reporting; drive continuous improvement and operational excellence. Establish scalable policies, processes, and tooling for Finance across regions. Partner with executive leadership and cross‑functional stakeholders to deliver outcomes. Manage budgets, vendors, and risk within the Finance portfolio. Requirements 7+ years of progressive experience in Finance with 4+ years leading managers. Proven track record building programs at regional or global scale. Strong analytical skills; ability to translate data into decisions. Excellent communication and stakeholder‑management skills. Bachelor’s degree required; advanced degree or relevant certification preferred. Experience in professional services or recruitment industry is an advantage. To learn more about Keller, please see: https://www.kellerexecutivesearch.com/executive-recruitment-headhunters-monaco-monte-carlo/ Benefits Competitive compensation: : $190,000–$235,000 USD Opportunities for professional growth and leadership development. Company culture: Flat management structure with direct access to decision‑makers; open communication environment. Full medical coverage. Equal Employment Opportunity Statement: Keller Executive Search provides equal employment opportunities to all qualified applicants and employees. Employment decisions are based on merit, qualifications, and business needs, without regard to protected characteristics under applicable law. Commitment to Diversity: An inclusive and equitable workplace is actively fostered. Hiring, development, and advancement practices are designed to broaden representation and ensure fair access to opportunity. Data Protection and Privacy: Personal data is processed solely for recruitment and employment purposes, in accordance with applicable data‑protection laws (including GDPR where relevant). Information may be retained for compliance and legitimate interests, subject to data minimization and security controls. Pay Equity: Compensation practices are reviewed to support pay equity for substantially similar work, accounting for bona fide factors such as experience, education, and performance. Health and Safety: Workplace health and safety obligations are observed in line with applicable national and local requirements. Employees are expected to follow all safety policies and promptly report hazards. Compliance with Law: All recruitment, selection, and employment practices are conducted in compliance with applicable laws and regulations in the jurisdiction of employment. Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
Posted 30+ days ago
Assistant Director Of Finance
Forest Preserve District of DuPage CountyWheaton, IL
$107,370 - $120,827 / year
The Assistant Director of Finance provides leadership and oversight of the district's accounting operations, financial controls, and risk management functions to ensure the accuracy and security of financial operations. The role manages staff, administers systems, develops annual tax levy, and supports long term planning and audit activities. What You'll Do Lead and supervise accounting staff responsible for accounts payable, accounts receivable, payroll, and account reconciliations, providing guidance, coaching, and performance management. Develop, administer, and monitor the annual tax levy in while ensuring compliance. Oversee property and liability insurance and risk management activities. Establish, maintain, and monitor internal financial controls, including system security, period opening and closing processes, and safeguarding of financial data. Serve as the district's financial system administrator, ensuring the accurate and effective operation of accounting and financial software. Maintain and update the Accounting Manual, financial procedures, and general ledger chart of accounts. Provide leadership and training on financial systems, policies, and process improvements. Support budgeting, cash management, debt administration, audits, and long-range financial planning in collaboration with the Director of Finance. Monitor fund balances and related policies to ensure alignment with best practices and organizational goals. Foster a safe, collaborative, and service-oriented work environment that supports staff and exceeds expectations. Perform other related duties as assigned. What You'll Need Must be 18 years of age or older at the time of hire. Bachelor's degree in Finance, Accounting, Business Administration or related field; more than 7 years of related experience with 5 or more years of supervisory experience; or equivalent combination of education, training, and experience. Valid Driver's License in good standing. Certified Public Accountant or Certified Public Finance Officer preferred. Extensive knowledge of accounting principles and financial reporting. Proficiency in using Microsoft Office, spreadsheet software packages, and database software. Experience with BS&A or other Enterprise Resource Planning systems, Active.net, and Lightspeed. Demonstrated success in establishing and maintaining productive working relationships. Strong communication skills, both verbally and in writing. Strong organizational skills to maintain accurate records and data. Why Join Us Contribute to a team and watch as your work plays a direct role in shaping the processes and procedures of the district's operations. Develop your skills within and lead a highly awarded finance team. Certificate of Achievement for Excellence in Financial Reporting (COA) Award Program – Received over 30 times Distinguished Budget Presentation Award Program – Received 3 times Popular Annual Financial Reporting Award Program – Received 3 times Schedule, Pay, & Benefits Office hours are Monday-Friday 8:00 am – 4:30 pm. Starting salary: $107,370 – 120,827 per year. We offer an outstanding and affordable benefit package including vacation, holiday, and sick time, as well as medical, pension program, and more. To find out more, visit our website. Work Setting Based out of the headquarters facility in Wheaton, IL. May require visits to various Forest Preserve locations and work sites throughout DuPage County. Apply Today Follow the link to apply directly and be considered for the position. Additional information about the position and job duties can be found in the attached job description or on our website. The Forest Preserve District of DuPage County is an equal opportunity employer.
Posted 2 weeks ago
Finance Attorney/Associate (M&A)
JobotBuffalo, NY
$150,000 - $200,000 / year
seeking a finance attorney with 6+ years of significant experience for the firm’s Rochester or Buffalo office This Jobot Job is hosted by: Monica Feltz Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $150,000 - $200,000 per year A bit about us: Mid-sized 100+ year old full service law firm with offices throughout NY state, servicing local, regional, and national clients with top legal advise and respect. Why join us? HYBRID schedule, possibility for REMOTE for the Securities role Promotes work-life balance, and a team-oriented culture predicated on mutual respect Billables: 1800, Min bonus + discretionary on performance/billables Sophisticated work, with smaller firm feel Job Details Seeking a finance attorney with 6+ years of relevant experience for the firm’s Rochester or Buffalo office. Experience with negotiating credit and security agreements and M&A financing preferred. Candidates must have excellent drafting and negotiation skills and a strong academic background. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Posted 1 week ago
Finance Office Clerk
Conflux Systems, Inc.Orlando, FL
$19 - $19 / hour
Title: Administrative Office Clerk Location: 400 W. Robinson Street, Ste N908, Orlando, Fl 32801 Duration: 6 months In person Interview Work Mode: Onsite Pay Rate: $19.38/H W2 (No Benefits) Skills Ability to speak and understand English High School Diploma or Equivalent Professional Administrative Office Experience Microsoft office Excel, Word and Outlook Excellent Data Entry skills Experience reviewing referrals, complaints and reports Experience processing financial documents Experience using case management systems Familiarity with Versa Regulation
Posted 3 weeks ago
Finance Credit And Collections Specialist
Summit Golf BrandsBarneveld, WI
About Us: At Summit Golf Brands (SGB), we design and produce high-end golf apparel worn by players and fans around the world. You'll find our brands at over 3,000 country clubs, resorts, and retailers in more than 25 countries. We're a growing, innovative company that takes pride in quality craftsmanship and in the people who help make it happen. Position Overview: We're looking for a Full-Time Credit and Collections Specialist to join our finance team in Barneveld, WI. This position plays a critical role in the overall success of the department; therefore, the individual must be a dedicated team player committed to achieving excellent results. Sound knowledge of credit and collections is necessary (i.e. releasing orders, researching and resolving aged invoices and chargebacks, working with internal staff and external clients to resolve discrepancies). Requirements: Associate degree in a related field or at least three years of experience in accounts receivable, collections, credit analysis or general accounting. Knowledge of billing procedures and collection techniques. Working knowledge of MS Office and databases. Patience and ability to manage stress. Skilled in negotiation and problem-solving. Work a flexible schedule that may include early mornings, evenings, weekends and/or holidays. Communicate clearly in oral and written form on a constant basis. Work independently, utilize good judgement and possess a strong sense of initiative. Organize and prioritize a variety of tasks and assignments and manage time wisely. Sit for extended intervals 90% of the day. Position Responsibilities: Manage and collect the Accounts Receivable for a portfolio of accounts. Review pending shipments and release orders according to established criteria and balance order release vs hold to keep production moving without too much risk to our receivables. Correspond directly with clients to resolve disputes and issues related to aged invoices, chargebacks and miscellaneous items. Provide invoice copies, proof of deliveries, back up documentation, statements, packages and any other information needed by client to resolve payment discrepancies. Communicate and collaborate with other departments and/or sales reps to resolve client issues and past due accounts. Assist the Accounts Receivable department when needed (i.e. helping to answer incoming calls and assisting with cash application if needed). Send past due reminders by email and make outbound collection calls. Assess credit risk and set credit limits. Assess past due balances for their worthiness of pursuing or adjusting off. Recommend slow pay or high-risk clients and balances as potential bad debt reserve items. Arrange payment plans. Reclamation of goods if needed. Request and process credit applications. Maintain client credit and credit/debit card information securely. Job Posted by ApplicantPro
Posted 4 days ago
Finance Manager / Senior Financial Analyst
IconmaPalo Alto, CA
Our Client, a Ev Manufacturing company, is looking for a Finance Manager / Senior Financial Analyst for their Palo Alto, CA/Hybrid location. Responsibilities: FP&A & Business Operations Reporting & Analysis: Manage actuals reconciliation, variance analysis, and the preparation of monthly reporting packages for various stakeholders. Business Partnering: Provide Team Leads with budget transparency through regular reporting and proactive financial insights. Master Data Management: Maintain the integrity of Cost Centers, GL accounts, and project codes to ensure accurate reporting. Transactional Support: Oversee actual invoicing, manage headcount approvals, and handle ad-hoc financial requests. Month-End & Sourcing Support Close Activities: Review accruals and actuals during the period-end close process to ensure accuracy. Sourcing Liaison: Support the procurement lifecycle by assisting with vendor onboarding, PO clarifications, and tracking spend against departmental budgets. EPM Implementation Support (Value-Add) Functional Partnership: Act as a finance point of contact for the implementation team to provide business context. Data Validation: Assist in validating that data migrated to the new system (Oracle/SAP/etc.) aligns with legacy records. UAT Participation: Participate in User Acceptance Testing (UAT) to ensure the new system meets operational reporting needs Requirements: Experience: 5–8+ years in FP&A, Corporate Finance, or Finance Operations. Systems: Strong proficiency in Oracle or SAP. EPM experience is a significant advantage. Technical Skills: Advanced Excel skills for data reconciliation, AI-powered apps such as Hex, Databricks, Gemini Mindset: A "roll-up-your-sleeves" approach; comfortable moving from high-level analysis to granular data entry and coding. System Transitions: Previous experience working in a finance department during an EPM or ERP implementation. Growth Potential: An interest in growing with the company and transitioning into a permanent role. Why Should You Apply? Health Benefits Referral Program Excellent growth and advancement opportunities As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws
Posted 1 week ago
Workday Finance & SCM Reporting Analyst
Tech FireflyPalo Alto, CA
$110,000 - $175,000 / year
Tech Firefly is seeking a dedicated Workday Finance & SCM Reporting Analyst to join our dynamic team at a leading healthcare organization. In this role, you will be responsible for enhancing financial and supply chain reporting within Workday, enabling strategic decision-making and operational efficiency. If you possess strong analytical skills and finance reporting expertise, we would love to hear from you! Location: Palo Alto, CA (Hybrid or Remote work model) Key Responsibilities: Design, develop, and maintain financial and supply chain reports within Workday to support business needs and KPIs. Collaborate with finance, SCM, and IT teams to gather reporting requirements and translate them into effective reporting solutions. Utilize Workday’s reporting tools (e.g., Workday Report Writer, calculated fields) to create actionable insights for stakeholders. Perform data analysis on financial and SCM metrics, identifying trends, anomalies, and opportunities for process improvement. Create and maintain documentation of report specifications, data sources, and business rules to ensure compliance and consistency. Train end-users on report generation and interpretation, fostering a culture of data-driven decision-making. Regularly evaluate reporting processes and methodologies to recommend enhancements and additional automation. Ensure data integrity and accuracy by implementing quality assurance protocols within reporting processes. Stay current with Workday upgrades and features, leveraging them to optimize reporting capabilities. Participate in cross-functional projects as a reporting subject matter expert to support strategic initiatives. Requirements 7+ years of experience as a reporting analyst, preferably within the Workday ecosystem focusing on Finance and SCM and Reporting Experience with Prism is a PLUS Experience with Workday BIRT Reporting Workday Report Writer Certified Bachelor's degree in Finance, Accounting, Supply Chain Management, or a related field. Strong proficiency in Workday reporting tools, including Report Writer, calculated fields, and dashboards. Solid understanding of financial principles and supply chain processes. Experience with data analysis and visualization tools is a plus (e.g., Tableau, Power BI). Analytical mindset with exceptional attention to detail and problem-solving skills. Effective communication skills, capable of conveying complex information to non-technical stakeholders. Ability to work independently and collaboratively in a fast-paced environment. Experience with continuous improvement methodologies is an advantage. Strong organizational skills with the ability to manage multiple priorities and meet deadlines. Benefits Paid Time Off Subsidized Medical, Dental, Vision and Life Insurance Retirement Benefits Employee Assistance Programs
Posted 30+ days ago
VP Of Finance
Rita StaffingLakeland, FL
We are partnering with a multi-entity private company seeking a seasoned accounting leader to oversee accounting operations, lead a team, and ensure strong financial controls across four related companies. This role is ideal for someone who values accuracy, integrity, and steady leadership, while still thinking big picture. Education Bachelor’s degree in Accounting or Finance required CPA or MBA preferred, not required Experience 8 + years of progressive accounting experience 5 + years of people management with increasing responsibility 3 + years in a senior or management accounting role, ideally supporting multiple entities Epicor ERP V9 or V10 preferred, other mid-market ERP systems a plus Key Qualifications Strong knowledge of GAAP and multi-entity accounting Experience supporting acquisitions Solid understanding of internal controls and risk mitigation Proven ability to lead, develop, and retain accounting staff Strong prioritization skills across competing deadlines Collaborative partner to Sales, Purchasing, and Operations Background in manufacturing, distribution, or project-based environments preferred High attention to detail with a strong big picture mindset Unwavering ethics and commitment to financial integrity Responsibilities Oversee accounting operations for four related private companies Manage daily cash activity, receipts, disbursements, and banking compliance Lead and mentor a team of eight across AP, AR Credit, and General Accounting Ensure internal controls are designed, documented, and consistently followed Identify process gaps and recommend improvements for efficiency and accuracy Oversee accounting systems and financial reporting structure Ensure timely monthly, quarterly, and year-end financial statements Prepare and distribute financial statements, borrowing base certificates, and required reports Review general ledger reconciliations and account analyses Provide leadership in Epicor ERP implementation and optimization Coordinate audits and year-end reviews with external auditors Serve as primary accounting liaison with management, auditors, and lenders
Posted 6 days ago
SBA Specialty Finance Officer, Vice President
BMO (Bank of Montreal)Milwaukee, WI
$88,800 - $165,600 / year
Application Deadline: 03/04/2026 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Identifies key market segments and leverages industry trends to drive business growth and expand the client base. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building Expert level of proficiency: Financial Analysis Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Posted 1 week ago
Senior Financial Analyst - Global Commercial Finance
Ecolab Inc.Greensboro, NC
$85,900 - $128,900 / year
The Senior Financial Analyst - Global Commercial Finance position is responsible for supporting Global Quick Service Restaurants (QSR) sales teams in generating strong sales and profitability growth through deal proposal modeling, sales reporting and analysis, and pricing management. This position will also support our global sales and marketing strategies through sales trending and profitability analysis. This position is based in Greensboro, North Carolina and will report to Financial Analysis Manager II, Global QSR Corporate Accounts Finance. What You Will Do: Support the global sales teams in delivering on sales and profitability growth objectives. Prepare pro-forma P&Ls for customer renewals or new prospects/bids. Prepare quarterly customer-level P&Ls and detailed product margin analysis. Partner with global sales teams on modeling alternative programs and pricing structures designed to maintain and win business while improving growth and profitability. Prepare global customer pricing, analyze for profitability, and review pricing recommendations and strategy with management team. Support various ad hoc requests leveraging multiple systems and platforms (SAP, Power BI, Excel). Responsible for development and maintenance of financial models used by Corporate Accounts Finance team. Partner with Fixed Asset team on customer capital spend project. Support R&D and Marketing teams on modeling profitability and pricing new products and programs. Support monthly accounting close cycle activities, including preparing journal entries for rebates and detailed variance analysis by customer against budget and prior year. Manage the annual sales budgeting process for QSR accounts. Support sales team as needed in preparing customer executive business reviews and presentations. Minimum Qualifications: Bachelor's degree in Finance or a related field 4 years of financial analysis experience Immigration sponsorship not available for this role Preferred Qualifications: Strong financial analysis background, attention to detail and organizational skills Strong PC and systems skills required, proficient in Microsoft Excel, Power Point, Power BI Excellent communication and interpersonal skills Proficient in detailed business financial modeling, Excel platforms High attention to detail with analytical skills required to effectively analyze products and applications to meet customers' needs Self-motivated with the ability to efficiently organize and prioritize multiple high-impact projects Proficient in SAP #LI-Hybrid Annual or Hourly Compensation Range The pay range for this position is $85,900.00 - $128,900.00. Many factors are taken into consideration when determining compensation, such as experience, education, training, geography, etc. We comply with all minimum wage and overtime laws. Benefits Ecolab strives to provide comprehensive and market-competitive benefits to meet the needs of our associates and their families. Click here to see our benefits. If you are viewing this posting on a site other than our Ecolab Career website, view our benefits at jobs.ecolab.com/working-here. Potential Customer Requirements Notice To meet customer requirements and comply with local or state regulations, applicants for certain customer-facing roles may need to: Undergo additional background screens and/or drug/alcohol testing for customer credentialing. Be fully vaccinated for COVID-19, including a booster if eligible, unless a religious or medical accommodation is requested by the applicant and approved by Ecolab. Americans with Disabilities Act (ADA) Ecolab will provide reasonable accommodation (such as a qualified sign language interpreter or other personal assistance) with our application process upon request as required to comply with applicable laws. If you have a disability and require accommodation assistance in this application process, please visit the Recruiting Support link in the footer of each page of our career website.
Posted 3 weeks ago
Program Finance Analyst IV
GALTSan Diego, CA
$120,000 - $150,000 / year
Program Finance Analyst IV About Company Founded in 2015, Global Air Logistics and Training, Inc. (GALT Aerospace) a rapid innovator, solving the world's critical security challenges to enable warriors to win...decisively. GALT Aerospace subscribes to Col John Boyd's tenet "Wars are won by people, ideas and equipment, IN THAT ORDER." Warfighters need tools (equipment) that are flexible. GALT Aerospace will always satisfy the warfighter with such tools. GALT Aerospace provides simple, effective information capabilities to support all levels of war and drive information to the lowest levels possible, enabling faster decision cycles and decisive results. GALT Aerospace uniquely focuses on architecture solutions, effective open systems integration, and rapid prototyping, fielding, and operations. At GALT Aerospace, employees have incredible opportunities to work on revolutionary and nationally relevant systems. GALT Aerospace looks for people who align with its Core Values: The Right Thing: We work on important things that we are passionate about and will make a difference for the US National Security. We are ethical and forthright and expect the same from our employees. We operate with integrity in all things; we do the RIGHT THING. Trust and Respect: We always strive to earn and foster trust. We Act and communicate with respect. We foster mutually beneficial relationships. Add Value: We take ownership of our tasks and deliver results to our customers, partners and each other. We champion individual expertise, creativity, and accomplishments. We recognize that collaborative teams achieve even greater results. Job Location San Diego, CA, Onsite. Minimal domestic travel is required, possibly 10% of the time. Job Description GALT Aerospace is seeking a full-time, salaried Program Finance Analyst to handle the following responsibilities: Develop and maintain financial baselines for programs Detailed Analysis of program costs, revenue and profit Support Program Managers with EACs Detailed Analysis of labor, material, ODCs Identify opportunities for creative ways to improve processes Identify opportunities for revenue and profit Support FP&A at the company level with data to drive the business Experience tracking AOP Tracking indirect rates Required Skills, Experience, and Education Pursuing a bachelor's degree in finance and economics 3+ years' experience with business finance, startups US. Citizenship Ability to obtain and maintain a Department of Defense (DoD) personnel security clearance Strong critical and analytical thinking Ability to take initiative, multi-task and work well under pressure, be onsite and work additional hours if needed. Ability to take on new challenges as they arise Ability to implement and create processes and procedures as needed Preferred Skills, Experience and Education 6+ years' experience with excel Deltek Experience MS Project Experience Secret Clearance preferred Propricer Experience Team player with a proactive attitude and the ability to be productive in a dynamic environment Ability to work in a collaborative environment Strong oral and written communications skills Pay Scale At GALT Aerospace, base pay is one part of the total compensation package and is determined within a range. This provides the opportunity to progress as one grows and develops within a role. The base pay range for this role is between $120,000-$150,000 per year, and a specific candidate's base pay will depend on their skills, qualifications, experience, and location. Job Posted by ApplicantPro
Posted 4 days ago
Senior Analyst, Sales Finance
Lactalis American GroupChicago, IL
$90,000 - $110,000 / year
Apply Description Ready for more than just a job? Build a career with purpose. At Lactalis in the USA, we're committed to providing meaningful opportunities for our people to learn, grow, and thrive-whether you're just starting your journey with us or looking to take the next step in your career. From day one, we offer the tools and support to help you succeed. As the world leader in dairy, Lactalis is a family-owned company with over 85,000 pragmatic and ambitious professionals across the globe. Each day, we're proud to produce award-winning dairy products that bring people together. In the US, we proudly offer an unrivaled house of beloved brands, including Galbani Italian cheeses and ricotta, Président specialty cheeses and butters, Kraft natural and grated cheeses, Breakstone's cottage cheese, Cracker Barrel, Black Diamond cheddar, and Parmalat milk. Our yogurt portfolio includes siggi's, Stonyfield Organic, Brown Cow, Oui, Yoplait, Go-Gurt, :ratio, Green Mountain Creamery, and Mountain High, along with a growing family of ethnic favorites like Karoun, Gopi, and Arz. At Lactalis, we live by our core values-Ambition, Engagement, and Simplicity. We foster a workplace where innovation thrives, diverse perspectives are celebrated, and everyone's unique background and ideas are valued. Even if you don't meet every qualification, we encourage you to apply. We want to hear about your PASSION, your STORY, and how your EXPERTISE can help us shape the future of dairy. From your PASSION to ours As a Finance Senior Analyst, you'll share your world-class analytical skills and passion for collaboration by partnering with our Sales Leaders to move key business strategies forward in the US Retail Channels. You will provide visibility into financial opportunities, ensure integrity of our financial statements, and measure financial profitability for our in-market investment and execution. While you are at it you will be building your network and expertise in a thriving environment of professional development and be an integral part of the US Retail Sales Team. Together we will build a stronger future for our company and your career. From your STORY to ours Partner & collaborate cross-functionally with Sales, Sales Ops & Planning team, Category Leadership team, and Shopper Marketing team Drive automation of existing reporting in Power BI Facilitate the collection of routine commentary from the Sales organization monthly Evaluate financial viability/profitability, ramifications, and effectiveness of incremental funding requests, new product launches, pricing actions, promotional execution, optimization opportunities, customer specific analysis, and other ad hoc reporting and analysis Support preparation of joint business plan investment proposals or strategic investments and subsequent customer negotiations Create customer & SKU level P&Ls to ensure ongoing profitability of SKUs within customers Support Head of Sales Finance with annual planning and monthly P&L forecasting and reporting Develop and maintain financial controls to ensure visibility to and accuracy of the monthly trade spend forecast in relation to budget targets and the actual spend Requirements From your EXPERTISE to ours Bachelor Degree in Finance, Accounting, or related field required 3+ years of experience in FP&A, Sales Finance, Revenue Management, Consulting, or Investment Banking; consumer package goods industry experience preferred Strong finance, sales, category planning and/or analytical background Comfortable working with large sets of data and dealing with ambiguity/murky data Experience with budgeting/planning/forecasting, analysis, and reporting Ability to effectively summarize complex information Excellent communication and leadership skills High emotional intelligence Critical thinker and problem solver who can turn insights into actions & results Ability to drive continuous process improvement Proven ability to meet deadlines in a dynamic environment Someone who is independent, self-motivated, self-managing, proactive, and responsive that can handle multiple priorities Proficiency in all Microsoft Office products with advanced skills in Excel Knowledge of the main business intelligence tools and trade management systems (ex. Business Warehouse [BW], Circana/IRI, Power BI, SAP, Vistex), preferred At Lactalis, we offer a comprehensive Total Rewards Program with a variety of affordable benefits and coverage options. We support insurance costs significantly, contribute generously to retirement plans, and offer Paid Time Off from day one. We are committed to your professional growth, providing training and development opportunities, including Education Reimbursement. Join us and grow your career. Lactalis is an equal employment opportunity employer. We will not discriminate against applicants with regard to any legally-recognized basis including, but not limited to: veteran status, race, color, religion, sex, national origin, age, marital status, sexual orientation, and physical or mental disabilities. Further, any division of the Company that is an Affirmative Action Employer will comply with all related legal obligations. Salary Description $90,000 - $110,000
Posted 30+ days ago
Dir, Investment Platform Finance
Wellington Management Company, LLPBoston, MA
$100,000 - $225,000 / year
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Overview
Schedule
Full-time
Remote
Hybrid remote
Compensation
$100,000-$225,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
The Investment Platform Finance Director is a key leadership role responsible for overseeing all financial operations for the Investment platform. This leader will partner with the business leaders on financial performance and creating the right analytics and standard financial reporting to support key decisions across the organization and manage the platform budget and forecasting process.
The ideal leader has operated successfully at a global level, having a desire to develop, mentor and coach a team. In alignment with company's overarching business strategy and corporate business goals, this leader will create a strategic vision and direction for the Investment Platform finance operations. This will necessarily entail building strong business partnerships across the organization and ensuring strategic business decisions are underpinned by strong analytics.
Candidates should enjoy being part of a dynamic leadership team that seeks to innovate and constantly look for opportunities to increase the value of our interactions and deliverables to our business partners. Characteristics of successful team members include the ability to: i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) 'connect the dots' and v) challenge the status quo.
RESPONSIBILITIES
Lead the financial planning, budgeting, forecasting, and analysis for the Investment platform.
Drive cost efficiency and operational excellence across the financial and administrative processes.
Support the business lines on modeling & analytics.
Partner with investment and executive leadership on long-term platform growth, cost efficiency, and strategic initiatives.
Day to day team management including talent development, performance management, and fostering a culture of collaboration, accountability, and continuous improvement, empowering teams to deliver exceptional results while aligning with the organization's core values and long-term vision.
Ensure adherence to internal controls, audit standards, and financial compliance related to Investment Platform operations.
Drive cost efficiency and operational excellence across the financial and administrative processes with a lens on efficiency and scale.
Lead team in providing comprehensive KPI management, reporting & analytics, and establishing annual budgets.
Oversight of financial presentation development for committee meetings, townhalls, and other cross-functional discussions.
Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the broader investment teams.
Contribute to development of business plans with a focus on estimating costs and profitability.
Establishing annual budget and forecasts for business functions and support of accompanying presentations; Management of results, variances, efficiencies and operational processes.
Continuous evaluation and support for cost allocation, transparency, problem-solving and execution.
Creation and management of proactive analytics that unlock ideas and enables high level discussion of investment and growth opportunities.
Building a culture of continuous improvement by streamlining financial processes, eliminating redundancies, and leveraging technology to enhance productivity and resource allocation.
QUALIFICATIONS
Bachelor's Degree in finance, accounting, or related field; MBA or advanced degree preferred.
Demonstrable (15+ years) relevant work experience in finance with investment / asset related leadership experience, ideally within a global environment.
Proven track record of leading and developing high-performing teams, with a focus on cultivating a positive, collaborative culture that aligns with organizational goals and drives sustained success.
Proven track record of leading financial planning processes and delivering high-quality analysis and insights.
Strong understanding of financial principles, accounting standards, and financial modeling techniques.
Demonstrated success in leading teams through complex transformation initiatives, driving strategic change, and maintaining stability.
Proven problem-solving and analytical skills coupled with rigorous decision-making process.
Superior interpersonal and communication skills.
Strategic thinker with the ability to provide forward-looking analysis and recommendations.
Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.
Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner.
Demonstrated embodiment of our cultural standards - integrity, ethics, and ability to set a standard in leadership.
Strong applications skills - Excel & PowerPoint; experience with Workday, Tableau, or Adaptive Technologies a plus
Financial modeling knowledge and application.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 100,000 - 225,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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