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Transamerica logo
TransamericaCedar Rapids, Iowa

$110,000 - $130,000 / year

Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life . Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit transamerica.com . Job Description Summary Lead and implement strategically important Finance transformation projects with a significant impact on the success of the organization’s financial reporting results. Job Description Responsibilities: Provide high level support and oversight of the strategic direction on finance system transformation and project initiatives. Manage stakeholder expectations and make critical decisions to align projects and organizational objectives. Oversee finance transformation projects that require stakeholder execution; manage deadlines, project plans, and budget. Provide comprehensive analysis and reporting to management to advance program outcomes. Spearhead initiatives for innovating and optimizing processes in finance systems. Guide and advance capabilities of the team. Contribute to strategic planning and ensuring alignment with organizational goals. Qualifications: Bachelor's degree in finance, accounting, or related field, or equivalent experience Extensive experience and expertise in strategic planning for finance systems, managing stakeholders, and executing outcome driven projects (typically 10 or more years) Outstanding strategic planning skills to execute finance system transformations Advanced skills managing expectations and cultivating relationships with key stakeholders Ability to focus on and achieve desired outcomes in finance transformation projects Preferred Qualifications: Advanced Power BI experience in building data models, DAX calculations and interactive reporting for financial analysis Hands on experience sourcing, transforming, and connecting data from AWS services (e.g. Redshift) into BI solutions Familiarity with GAAP principles and management reporting to design accurate and compliant financial reports Solid understanding of SQL, relational databases, and data modeling best practices for scalable reporting solutions Working Conditions: Hybrid working environment: Baltimore, Cedar Rapids, Denver, Philadelphia Compensation: The Salary for this position generally ranges between $110,000 - $130,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. #LI-BD1 Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees . Compensation Benefits Competitive Pay Bonus for Eligible Em ployees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of s ervice at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads , and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company - sponsor ed, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees . They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica’s Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. * It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Posted 6 days ago

F logo
FrontSan Francisco, California
Front is the leading AI-powered customer service platform built for collaboration. Front brings core support channels into a modern, intuitive workspace where teams can collaborate on requests, automate manual processes, and delight customers across their entire lifecycle. Front’s flexible workflows, AI features, and customer intelligence provide the efficiency and insights to keep entire organizations customer-first, every day. More than 9,000 of the most innovative companies worldwide including CultureAmp, HootSuite, and Y Combinator use Front to deliver five-star service at scale. Backed by Sequoia Capital and Salesforce Ventures, Front has raised $204M from leading venture capital firms and independent investors including top executives at Atlassian, Okta, Qualtrics, Zoom, and PagerDuty. Front has received numerous Great Place to Work accolades, including Built In's 100 Best Midsize Places to Work in SF 2025 , Top Places to Work by USA Today 2025 , Y Combinator's list of Top Companies in 2023 , #4 on Fortune’s Best Workplaces in the Bay Area™ , Inc. Magazine's 2022 Best Workplaces list , and Forbes Best Startup Employers 2022 List . As a senior member of Front’s Core Analytics org, you will build trustworthy, interpretable models and analyses that power executive decisions across Finance and GTM. You will turn revenue, pipeline, product usage, and customer lifecycle data into clear insights and forward‑looking signals, partnering with Finance, RevOps, and leadership to drive retention, unit economics, and efficient growth. What will you be doing? Owning end‑to‑end analytics and modeling for ARR, GRR/NRR, churn and expansion, pipeline health, and forecasting. Designing contraction/retention diagnostics and customer health scoring with clear business levers. Building robust data sets and metrics definitions across Snowflake/dbt, ensuring quality and consistency. Translating exec questions into analyses, KPIs, and narratives that inform targets and pacing. Partnering with RevOps, Finance, and Product to instrument experiments and revenue initiatives. Communicating trade‑offs, assumptions, and recommended actions with crisp, decision‑ready storytelling. What skills and experience do you need? 6+ years in data science or analytics focused on Finance or GTM at a SaaS or B2B company. Strong SQL and data modeling experience in a modern stack (Snowflake, dbt); proficiency with Python or R. Deep statistical knowledge, including experimental design, causal inference, time series analysis, hypothesis testing, sampling, and uncertainty quantification. Expertise with revenue metrics and cohorts: ARR, GRR/NRR, churn, expansion, pricing and packaging impacts. Proven experience building interpretable predictive models and health scores tied to business actions. Ability to define metrics rigor, resolve survivorship/definition issues, and ship executive‑grade dashboards. Excellent communication and stakeholder partnership skills, from ICs to executives. Front operates on a hybrid model — we come together in the office each Tuesday, Wednesday, and Thursday to collaborate and stay connected. What we offer Competitive salary Equity (we are post-series D & backed by some of the best VCs in the US) Private health insurance, including plan options at no cost to employees Paid parental leave Flexible time off policy Flexibility to work from home Monday and Friday, unless posted as a fully remote role Mental health support with Workplace Options Family planning support with Maven $100 per month Lifestyle Stipend to spend on fitness, health and wellness, and other activities Wellness Days- Fronteers get an additional day off on months with no holidays Winter Break- Our offices are closed from Christmas to New Year's Day! Front provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age or disability. By applying, you acknowledge and agree that you have read and understand the California Recruiting Privacy Notice & EU Privacy Notice

Posted 3 days ago

Huntington National Bank logo
Huntington National BankMinnetonka, Minnesota

$77,000 - $154,000 / year

Description What you'll do: Work as a key technical leader and direct contributor to the work necessary to deliver on our product goals. Develop new applications and feature enhancements leveraging your skills and expertise with Java/J2EE, Springboot, Jenkins, OpenShift and other tools and technologies Do the work necessary to keep our systems current, compliant, secure, stable and able to deliver the needs of our growing business. Support both vendor-supplied and internally developed custom software Act as a technical subject matter expert for key systems. Support routine and ad-hoc research and discovery Support continuous improvement of our products, our team operating cadences and our run-state operations (logging, monitoring, alerting, metrics, level 2, and documenting of knowledge for scalability across the technical team) Work with other technical teams to arrange for technical dependencies and cross-collaboration Foster a sense of urgency to achieve goals and leverage resources to overcome unexpected obstacles Inspire others to achieve challenging goals and high standards of performance while committing to the organization's direction (product/agile/devops) Be an all-around technical utility player Basic Qualifications: Bachelor's degree 5+ years of relevant experience working with technology teams to deliver business and technical solutions 5+ years of experience working with container orchestration technologies like Docker and Kubernetes Preferred Qualifications: 5+ years of experience and proven understanding of Dev Sec Ops, continuous integration, container based applications, cloud deployment architectures Proficiency in Linux (RHEL) and Windows Server environments. Apache, IIS and Tomcat (web and application servers) and SQL Server (database) Strong skills and experience with Bash, PowerShell, Python or Pearl (for automation and system management), Splunk, Prometheus, Grafana or ELK Stack (monitoring and observability), Ansible, Puppet, Chef or SaltStack (configuration management), and Jenkins, Gitlab CI, or Azure Develops (CI/CD pipelines) Strong knowledge of REST APIs, JSON, OAUTH and API Management, preferably using Apigee Strong knowledge and experience with cloud technologies and building cloud-hosted applications – Azure, AWS and GCP Highly motivated with strong organizational, analytical, decision making, and problem-solving skills Ability to work in a fast-paced environment, handle multiple priorities and effectively prioritize them Willingness and drive to learn and understand detailed software solutions High level of professionalism and confidence with the ability to build credibility with leadership, team members, and business partners and establish effective working relationships Experience with the asset finance industry (leasing, lending) and systems (Rapport, InfoLease, Stucky) Experience with scaled agile frameworks Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 77,000.00 - 154,000.00 The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Profound logo
ProfoundNew York City, New York

$130,000 - $170,000 / year

About Profound Profound is an NYC-based AI startup helping brands measure and improve their visibility in AI platforms such as ChatGPT. We partner with some of the biggest brands and marketing agencies, including companies like MongoDB, Indeed, Mercury, DocuSign, Zapier, Ramp, Rho, Golin, Workable, Mejuri, Eight Sleep, G2, US Bank, Chime, and Clay. We recently raised a $35 million Series B funding round led by Sequoia Capital , with continued backing from venture capital firms Kleiner Perkins, Khosla Ventures, Saga VC, and South Park Commons, as well as angel investors including Guillermo Rauch (Vercel) and Andrew Karam (Applovin). Learn more at tryprofound.com . Profound is on a mission to help companies understand and control their AI presence. We’re creating a new category at the intersection of AI, search, and brand visibility — helping brands measure and influence how they show up across ChatGPT, Perplexity, Gemini, and beyond . As a Strategic Finance Associate , you will play a pivotal role in uncovering the insights that shape company-wide planning, forecasting, and strategic decision-making. This high-impact role blends analytical rigor, technical fluency, and business acumen to steer financial strategy and identify opportunities for scalable growth. Strategic Finance partners with every team at Profound, and you’ll collaborate with stakeholders across the business to drive intelligence and inform data-driven decisions. Your work will influence everything from operating plans and investment decisions to self-serve reporting and process automation. This is a unique opportunity to deepen your analytics expertise in a dynamic, high-growth environment — with visibility into executive-level priorities and the ability to shape them with data. What You’ll Do Create and advance our analytics infrastructure by partnering with Data Engineering to improve dataset development and unlock overall analytical capabilities. Deliver data-driven insights into business performance and operating efficiency through thoughtful and rigorous analysis. Act as a technical partner to cross-functional teams — including Sales, RevOps, Data Engineering, and Marketing — serving as a key liaison between Finance and the broader business. Collaborate with stakeholders to translate data into actionable recommendations that drive business outcomes. Increase team efficiency by automating recurring deliverables and helping scale Finance workflows as the company grows. Empower decision-makers with self-service dashboards and data assets that surface trends and drive informed choices across the business. Translate data into clear insights and recommendations that improve sales efficiency and go-to-market strategy. Who You Are 4+ years of experience in business intelligence, strategic finance, data analysis, consulting, investing, or banking , or another highly analytical field. Experience in a high-growth SaaS startup is strongly preferred. Strong proficiency in SQL and data visualization tools , with experience handling large and complex data sets. Familiarity with DBT, Dagster, and Hex is a plus. Ability to analyze complex data, uncover key insights, and translate findings into actionable strategies that drive financial outcomes. Proven success building relationships across functions and engaging stakeholders with varying levels of data fluency. A self-starter who thrives in ambiguity, takes ownership, and operates with a bias for action. A proactive and clear communicator , with the ability to connect the dots between financial outcomes and business strategy. Location This is an on-site role based in our Union Square office , designed for builders who thrive on speed, iteration, and meaningful impact. For this role, the expected base salary range is $130,000 – $170,000 . Profound’s total compensation package is designed to be competitive and includes base salary, equity, and a full range of benefits and perks. Final compensation will depend on factors such as your skills, experience, qualifications, and location, and will be determined during the interview process. Our recruiting team will share more details about the full compensation package and benefits as you move through hiring.

Posted 2 weeks ago

Guidewheel logo
GuidewheelSan Francisco, California

$180,000 - $220,000 / year

Build the future of how humanity makes things. Join the Guidewheel team. Who we are: Guidewheel is on a mission to empower the world’s ten million factories to reach sustainable peak performance. Our leading AI-powered FactoryOps platform is the fastest and most scalable way for manufacturers to get more from every plant and machine. Customers have achieved as much as 2X productivity gains and cut energy costs by 15–20%, often within months. Our platform works on any machine — from brand-new to decades old. A simple sensor clips around the power going in to any machine, reads the machine’s “electrical heartbeat,” and, paired with AI, guides teams to improvements that drive lasting bottom-line impact. Already trusted by 300+ manufacturers including Johnson & Johnson, Cargill, Hershey, Steelcase, ATI, and U.S. Steel, Guidewheel brings the power of AI to every plant, no matter the size. Recognized by the World Economic Forum as a top company poised to change business and society, we’ve also earned awards from McKinsey, Stanford, and MIT. We have incredible momentum and alignment around our mission; backing from top investors including BlackRock and Temasek’s Decarbonization Partners Fund, Greycroft, and Breakthrough Energy Ventures; and a culture that values diversity, a growth mindset, and results. Check us out here: TED talk by our CEO, Lauren Dunford Series B: Led by BlackRock and Temasek’s Decarbonization Partners What do Guidewheel customers have to say? What we value: Integrity matters: We are honest, straightforward and sincere. With each other. With our investors. With our customers. We (actually) care: About each other. About fighting climate change. About making a real impact. We use data to make decisions: We possess the courage to accept “hard truths” and confront challenges head-on. The power of a growth mindset is real: We strive to be the best we can be. We are committed to embracing change and expanding our capabilities. We are thoughtful and fast, results-driven with a bias for action. Adaptable and resilient: Guidewheelers have grit. We thrive in fast-paced environments and aren’t afraid to take on hard things or embrace feedback and continuous improvement. We come through for our customers and teammates. Extreme teamwork. No one can whistle a symphony. Mission for the role: As Head of Finance, you will architect a world-class finance organization that becomes a strategic advantage for Guidewheel. You’ll bring exceptional financial rigor and systems thinking to ensure we scale fast, intelligently, and profitably. Your mission: turn financial data into a competitive weapon, driving sharper decisions, higher margins, and stronger enterprise value as we accelerate toward our next phase of growth What you’ll do : Build a world-class foundation for financial visibility and control Design and implement scalable reporting systems, leveraging the best available technology and smart applications of AI. Build reliable, automated forecasting and consolidation workflows. Deliver dashboards for budget owners that deliver clarity and accountability, and equip them from true ownership of their performance Establish GAAP-compliant financial statements and lead audits as necessary. Drive strategic capital allocation and cash management to fuel growth Develop scenario-planning models that link strategy, growth targets, and capital needs. Help manage burn rate and runway with precision, aligning spending to value creation milestones. Optimize working capital (e.g., for hardware) and capital allocation (e.g., product features, lead generation) to maximize ROI. Instill world-class cash discipline: rigorous invoicing, AR collection, and write-off practices that sustain predictable, high-quality revenue and liquidity. Make Finance a force multiplier: operational excellence and margin expansion Embed financial acumen across the organization and create a shared understanding of how every decision drives value. Partner with department heads to align budgets to measurable outcomes and margin improvement. Institutionalize performance metrics that sharpen accountability — unit economics by cohort, CAC payback, gross margin, profitability by account. Collaborate with Product Marketing to continually evolve pricing strategy for both competitiveness and profitability. Lead investor relations and fundraising strategy Maintain transparent, data-driven communication with the Board and investors. Craft the financial story and KPIs for the Series C round, positioning Guidewheel as a world-class operator with a differentiated growth engine. Who you are: You have demonstrated success at a Series B/Series C stage high-growth company (or equivalent), and you’ve held a senior finance role where you helped scale the finance function. Your accounting foundation is world-class— you’re comfortable with GAAP, audit readiness and you are ideally CPA or CFA certified. You are a builder with systems thinking: you create scalable models, processes, and dashboards that unlock business leverage. l You have a strategic mindset and are a true business partner: equally comfortable setting financial strategy and rolling up your sleeves to make it real You are adaptable and hands-on: you understand the demands of a scaling startup, can operate in fast-paced, ambiguous environments, and build the foundation as you go. You are an excellent communicator and trusted advisor: you distill complexity into clear, actionable insights and build credibility at all levels of the organization. What’s in it for you? There are a lot of reasons why you should want to be our Head of Finance, but some of the top reasons are: You’ll be a key builder at a key time. The impact you’ll have is huge. You’ll get to build side-by-side with amazing humans, at a company on a mission to reach a $10B IPO by 2030, and see the positive impact of your work every day on the backbone of the economy and on the planet. You’ll get the privilege of joining at the ground level in building the FactoryOps layer for the world’s factories and a company with generational impact. You’ll be an equity partner in the business. If Guidewheel can reach its potential, success in this role should bring significant wealth. Additional benefits include: Fair & equitable pay. Annual on-target earnings for this role are in the range of $180,000-$220,000, dependent on many factors, including our internal compensation and role bands. 100% remote culture. Work from wherever, whenever - we hired you to get a job done, and as long as that is happening, you have the autonomy to get it done where and when you feel comfortable. Flexible PTO policy. We value balance and boundaries. To be the best version of you, you need time away from your screen, so we want you to take it. Generous equity. Everyone at Guidewheel receives equity in the business. You will be working hard to build something great, and when we reach the finish line, you should be rewarded for your hard work. Health Benefits. We offer different health benefits to cover your personal needs from day one of employment - you pick the plan that makes the most sense to you. Additional Perks. Included but not limited to, 401k (match up to 4%), $500 home office set-up, parental leave, company laptop, retirement plan, paid company holidays, and some (if you choose) company travel to spend time with your Guidewheel peers. Equal Opportunity Employer Statement: Guidewheel is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, age, gender identity, gender expression, veteran status, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Guidewheel makes hiring decisions based solely on qualifications, merit, and business needs at the time.

Posted 30+ days ago

Advisor Group logo
Advisor GroupScottsdale, Arizona

$165,000 - $175,000 / year

Current Employees and Contractors Apply Here Osaic Careers Corporate Finance Leadership Opportunity in Financial Services Finance Director, Business Intelligence Location(s): 7755 Third Street North, Oakdale, MN 55128 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule. Role Type: Full time Salary: $165,000 - $175,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits Summary: The Director of Finance, Business Intelligence reports directly to the CFO and will lead our finance data strategy, analytics and business reporting capabilities. This role is responsible for transforming fragmented legacy financial data into analysis that supports strategic decision-making across the firm. As we continue to scale and evolve, we are seeking a visionary and execution-driven leader to drive transformation of our data into actionable business insights. This Finance Director role requires a unique blend of technical data expertise, financial acumen, and project management skills. Grounded in accuracy and transparency, you will collaborate with stakeholders across finance, data strategy, technology, operations and go-to-market to build data-driven insights. Responsibilities: Collaborate with senior leaders to provide financial insight, metrics and analysis that drive decisions based on data. Develop executive and business dashboards that unify and clean disparate financial data sources. Build scalable, sustainable and repeatable analysis and data sets that provide consistent results and insights. Build intuitive automated reporting that drives insight into business performance by partnering with consumers of data across the business. Support deployment of tools that automate data driven processes in finance and across the business, with a particular focus on go to market and advisor recruiting activities to ensure results transparency, territory management and process efficiency. Close collaboration with data owners to ensure consistency in use and definition of data, contribute to data strategy and own components of data governance aligned with finance data sets. Work closely with Technology to align data architecture and governance with business needs. Lead and develop a team of financial professionals providing mentorship, coaching and fostering a collaborative, high-performance culture. Identify pathway to solve large scale data reporting challenges in collaboration with data teams and technology to ensure ongoing progress to best in class reporting. All other duties as assigned. Education Requirements: Bachelor’s Degree from accredited university in Finance, Business Analytics or another related field is required. Master’s Degree preferred. Basic Requirements: Minimum of 8 years’ experience in FP&A, finance, or business analysis role Minimum of 3 years’ experience managing staff Financial services industry experience (wealth management, investment management, broker-dealer, insurance, securities) required Advanced financial modeling and analysis skills Solid knowledge of financial statements, corporate finance and accounting principles Significant experience with SQL Server and Snowflake Desire to work with an entrepreneurial, “roll-up your sleeves” environment Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment Expert proficiency in the use of business applications, particularly Excel, Power BI and PowerPoint Experience with financial reporting and general ledger applications tools Experience performing analysis with large datasets Self-starter who will anticipate challenges and work proactively to resolve issues Ability to work with all levels of management Must have acute attention to detail Strong written and verbal communication skills Preferred Requirements: FINRA licenses CPA, CFA or CMA designations Experience with Python Coding / Development Current Employees and Contractors Apply Here

Posted 3 weeks ago

Catalent logo
CatalentMalvern, Pennsylvania
Director, Finance Position Summary: This is a full-time salaried position: Monday – Friday, with an onsite expectation in Malvern, PA location. Catalent Micron Technologies Malvern, PA facility specializes in particle size reduction technologies and integrated analytical services for the pharmaceutical industry. It is equipped with advanced systems to handle highly potent and cytotoxic compounds, and provide leading analytical services associated with particle size engineering and material characterization testing from early-stage development to commercialization. The Director, Finance is responsible for overseeing and leading the finance function for our facility in Malvern, PA while being a key business partner to the Site General Manager and member of the Site Leadership Team. The Director , Finance frequently communicates with Division President, Division CFO, and Site Leadership regarding operational and financial matters. Additional responsibilities include development of financial plans and policies, accounting practices and procedures, and the organization's relationship with stakeholders, both internal and external. The individual will provide leadership to the Finance function with overall responsibility for management and development of the department. Catalent is committed to a Patient First culture through excellence in quality and compliance, and to the safety of every patient, consumer, and Catalent employee. The Role: Create, drive, and assist implementation of the site five-year strategic plan, setting financial milestones; set and deliver the annual budget Direct and manage the accounting function, develop and maintain policies, procedures and budgetary controls Develops and recommends annual site budget. Authorizes expenditures in accordance with budget and fiscal policy Leads the monthly forecasting process, working with the site leadership team and presenting to Division leadership Compares performance with operating budgets, forecasts, and prior year Provides reports and interprets the results of operations to all levels of management; this includes the preparation of financial statements and operating data, the coordination of systems and procedures and special reports as required Forecasts short-range and long-range working capital to ensure efficient use of Catalent cash; focus on working capital and cash conversion cycle to maximize free cash Assures protection for the assets of the business through internal control, internal auditing, and SOX controls maintenance Other duties as assigned The Candidate: Bachelor’s degree in Accounting, Finance, Business Administration or a directly related field, required Professional designations (CPA, CMA) or additional education (MBA), preferred Experience with Lean implementation, preferred Minimum seven years of progressive finance experience; including at least three years of finance leadership experience with a medium to large organization Expert knowledge in US GAAP concepts with a strong consultative but results oriented approach, required Experience working in a manufacturing environment is highly desired, preferably for a pharmaceutical manufacturer Experience using ERP systems such as SAP or JDE; experience with financial consolidation system such as OneStream, preferred Individual may be required to sit, stand, walk regularly and occasionally lift 0-15 pounds Demonstrable leadership experience at Catalent (including but not limited to participation in Catalent-sponsored leadership programs such as NGGL, GOLD, LEAD Now, GM Excellence, and GROW) may be considered in place of external experience Why You Should Join Catalent: Defined career path and annual performance review and feedback process Diverse, inclusive culture 208 hours of PTO + 8 paid holidays Several Employee Resource Groups focusing on D&I Dynamic, fast-paced work environment Positive working environment focusing on continually improving processes to remain innovative Potential for career growth on an expanding team within an organization dedicated to preserving and bettering lives Community engagement and green initiatives Generous 401K match Medical, dental and vision benefits effective day one of employment Tuition Reimbursement WellHub - program to promote overall physical wellness Perkspot - offers exclusive or private discounts from approximately 900+ merchants in a wide array of categories Catalent offers rewarding opportunities to further your career! Join the global drug development and delivery leader and help us bring over 7,000 life-saving and life-enhancing products to patients around the world. Catalent is an exciting and growing international company where employees work directly with pharma, biopharma and consumer health companies of all sizes to advance new medicines from early development to clinical trials and to the market. Catalent produces more than 70 billion doses per year, and each one will be used by someone who is counting on us. Join us in making a difference. personal initiative. dynamic pace. meaningful work. Visit Catalent Careers to explore career opportunities. Catalent is an Equal Opportunity Employer, including disability and veterans. If you require reasonable accommodation for any part of the application or hiring process due to a disability, you may submit your request by sending an email, and confirming your request for an accommodation and include the job number, title and location to DisabilityAccommodations@catalent.com . This option is reserved for individuals who require accommodation due to a disability. Information received will be processed by a U.S. Catalent employee and then routed to a local recruiter who will provide assistance to ensure appropriate consideration in the application or hiring process. Notice to Agency and Search Firm Representatives: Catalent Pharma Solutions (Catalent) is not accepting unsolicited resumes from agencies and/or search firms for this job posting. Resumes submitted to any Catalent employee by a third party agency and/or search firm without a valid written & signed search agreement, will become the sole property of Catalent. No fee will be paid if a candidate is hired for this position as a result of an unsolicited agency or search firm referral. Thank you. Important Security Notice to U.S. Job Seekers: Catalent NEVER asks candidates to provide any type of payment, bank details, photocopies of identification, social security number or other highly sensitive personal information during the offer process, and we NEVER do so via email or social media. If you receive any such request, DO NOT respond— it is a fraudulent request. Please forward such requests to spam@catalent.com for us to investigate with local authorities. California Job Seekers can find our California Job Applicant Notice HERE .

Posted 1 week ago

Toyota Of Scranton logo
Toyota Of ScrantonScranton, Pennsylvania
Accelerate Your Career as an Automotive Finance & Insurance Pro! Location: Scranton, PA Join Toyota of Scranton Winning Team! Are you an experienced Automotive Finance & Insurance Professional looking for a rewarding opportunity with a company that values its people, its customers, and its community? If you’re ready to fast-track your career, we want to talk to YOU! At Toyota of Scranton, we’re redefining what it means to be part of an innovative, supportive, and driven team. Here, you’ll thrive in a culture rooted in respect, integrity, and passion for excellence while enjoying top-notch benefits and earning potential that puts you in the driver’s seat. Why Choose Toyota of Scranton? Unmatched Earning Potential : Your hard work will be rewarded! Comprehensive Benefits Package : Health, dental, and vision insurance. Company-paid disability insurance and life insurance. Supplemental insurance options. Wellness Perks : Gym reimbursement to keep you feeling your best. Continuous Growth : Ongoing training and support to help you excel. What Makes Us Stand Out? We live by our Core Values , creating an inclusive, high-performance environment where employees love what they do: Honesty : Trust is our foundation – we do what’s right every time. Helping Others : Empathy and teamwork are at the heart of who we are. Excellence : We’re not just good; we’re committed to being the BEST. Community Impact : We give back to the community that supports us. Your Role as a Finance & Insurance Pro: You’ll drive success by ensuring top-tier customer satisfaction and delivering seamless financial solutions. Responsibilities include: Building customer trust by explaining aftermarket products and extended warranties in a clear, professional manner. Developing and maintaining relationships with finance sources to secure the best deals. Handling all federal, state, and dealer paperwork with accuracy. Guiding customers through manufacturer and dealership policies for a stress-free experience. Creating a sales-driven, performance-oriented environment while maintaining the highest ethical standards. What You Bring to the Table: Experience : 3–5 years in F&I at an automotive dealership. We will teach the right candidate! Education : High school diploma or GED required. Skills : Exceptional communication, customer service, and professionalism. Drive : Self-motivated with a "can-do" attitude and ability to excel in a fast-paced environment. Licenses : Valid driver’s and sales licenses required. Ready to Join the Best? Apply Today! At Toyota of Scranton, we’re more than just a dealership – we’re a community that thrives on growth, excellence, and making a difference. Don’t settle for ordinary when extraordinary is just one application away! We are an equal employment opportunity employer that does not discriminate on the basis of race, color, religion/creed, sex, disability, marital status, age, pregnancy, national origin, ancestry, sexual orientation, genetic information, possession of a General Education Development Certificate as compared to a high school diploma, veteran status, or any other characteristic protected by the applicable federal, state or local laws.

Posted 30+ days ago

H logo
H1New York, New York

$230,000 - $260,000 / year

At H1, we believe access to the best healthcare information is a basic human right. Our mission is to provide a platform that can optimally inform every doctor interaction globally. This promotes health equity and builds needed trust in healthcare systems. To accomplish this our teams harness the power of data and AI-technology to unlock groundbreaking medical insights and convert those insights into action that result in optimal patient outcomes and accelerates an equitable and inclusive drug development lifecycle. Visit h1.co to learn more about us. The Finance team plays a crucial role in creating that future. It is our role to serve as a liaison between H1’s Commercial & Technical teams to oversee issues related to financial reporting, analysis, forecasting, and planning, as well as resource prioritization and business management. With a deep understanding of the business levers underlying the operations of our Infrastructure team, this team is responsible for helping the business to drive toward clear and effective decisions which are critical to the success of the Company. WHAT YOU'LL DO AT H1 We are seeking a Head of Finance to serve as a key member of our executive leadership team. This individual will own financial planning and analysis while managing a global finance organization that includes accounting, controllership, and compliance. The Head of Finance will play a critical role in shaping strategy, supporting M&A evaluation, and ensuring financial discipline as we continue to expand. Financial Strategy & FP&A : - Lead strategic financial planning, forecasting, and analysis to guide decision-making across the business - Partner with the CEO and leadership team to evaluate growth opportunities, including new markets, product lines, and M&A activity Develop dashboards, KPIs, and metrics to measure business performance and provide actionable insights M&A & Capital Planning : - Lead financial due diligence, modeling, and integration support for mergers, acquisitions, and partnerships - Partner with the CEO and Board on fundraising strategy, investor relations, and capital allocation Finance Operations & Leadership : - Manage and mentor a global finance team, including a Controller and accounting staff across the US and India - Ensure compliance with international financial, tax, and regulatory requirements (US, UK, India) - Oversee budgeting, reporting, and controls to support scalable operations Executive Leadership : - Serve as a trusted advisor to the CEO, executive team, and Board of Directors - Translate complex financial information into clear insights and recommendations - Contribute to company-wide strategy and help drive cross-functional alignment REQUIREMENTS - 12+ years of progressive finance experience, including senior leadership roles in high-growth SaaS or technology companies - Deep expertise in FP&A, strategic finance, and M&A modeling in scaling SaaS companies - Experience managing a global finance organization, including accounting/controllership functions - Proven ability to lead in a fast-paced, scaling environment with international entities - Strong executive presence and communication skills, with the ability to influence at all levels - Hands-on and strategic, comfortable rolling up your sleeves while also setting long-term direction Not meeting all the requirements but still feel like you’d be a great fit? Tell us how you can contribute to our team in a cover letter! COMPENSATION This rolepays $230,000 to $260,000 per year, based on experience, in addition to stock options. Anticipated role close date: 11/01/2025 H1 OFFERS - Full suite of health insurance options, in addition to generous paid time off - Pre-planned company-wide wellness holidays - Retirement options - Health & charitable donation stipends - Impactful Business Resource Groups - Flexible work hours & the opportunity to work from anywhere - The opportunity to work with leading biotech and life sciences companies in an innovative industry with a mission to improve healthcare around the globe H1 is proud to be an equal opportunity employer that celebrates diversity and is committed to creating an inclusive workplace with equal opportunity for all applicants and teammates. Our goal is to recruit the most talented people from a diverse candidate pool regardless of race, color, ancestry, national origin, religion, disability, sex (including pregnancy), age, gender, gender identity, sexual orientation, marital status, veteran status, or any other characteristic protected by law. H1 is committed to working with and providing access and reasonable accommodation to applicants with mental and/or physical disabilities. If you require an accommodation, please reach out to your recruiter once you've begun the interview process. All requests for accommodations are treated discreetly and confidentially, as practical and permitted by law.

Posted 30+ days ago

U logo
US LBMBoston, Massachusetts

$150,000 - $170,000 / year

US LBM is one of the leading and fastest growing distributors of specialty building materials in the United States, with a team of over 15,000 employees located throughout the country. Since our founding in 2009, we have acquired over 70 companies and have expanded to more than 500 locations serving 37 states. US LBM is a progressive organization that promotes a unique culture that focuses on the value of its customers and associates. Developing our people is critical to our strategy and fostering our culture of empowerment. . A Brief Overview The Technology Finance Manager plays a critical role in bridging the gap between Finance and Technology. This role is responsible for the financial planning, budgeting, forecasting, and analysis of technology-related expenditures and investments. The Technology Finance Manager will deliver strategic insights to optimize technology spend, support high-impact initiatives, and ensure alignment with broader corporate financial goals. This hybrid role offers a competitive salary range of $150,000–$170,000 per year, along with bonus eligibility. What you will do Lead annual budgeting and quarterly forecasting for Technology departments. Analyze financial performance versus budget and forecast and deliver variance analyses with actionable insights. Collaborate closely with Technology leadership to assess the financial implications of technology initiatives. Conduct financial modeling, ROI analysis, and impact tracking for major tech-driven business transformations (e.g., Supply Chain Modernization, Customer Portal Deployment). Support M&A activities specifically related to technology systems and infrastructure. Track, forecast, and evaluate operating and capital expenditures for Technology, identifying trends and variances. Identify cost-saving opportunities and drive efficiency improvements across Technology spend. Support vendor negotiations and contract evaluations with relevant financial analysis. Lead initiatives to enhance accuracy and efficiency in project costing and reporting. Ensure templates, tools, and finance-related processes in Technology are efficient and well-organized. Act as a subject matter expert to ensure compliance with internal controls, accounting standards, and audit requirements. Develop and maintain financial dashboards and reporting tools for Technology performance. Present financial findings and strategic recommendations to senior leadership. Required For All Jobs Perform other duties as assigned. Comply with all policies and standards. Adheres to Company’s commitment to workplace safety. Education Qualifications Bachelor's degree in Finance, Accounting, Business or related field required MBA or CPA preferred. Experience Qualifications Minimum of 5 years of experience in financial management, with at least 2 years supporting the technology functions. Experience in large, matrixed organizations preferred. Skills and Abilities Strong understanding of tech-related cost structures, including software licensing, cloud services, and capital projects. Proficiency in financial systems, Excel, and PowerPoint required; familiarity with SQL, VBA, and Tableau preferred. Demonstrated ability to analyze complex data and communicate technical financial concepts effectively to cross-functional teams. Ability to operate in fast-paced, dynamic environments with shifting priorities. Travel Requirements 10% overnight travel as needed. . US LBM Holdings, LLC, is an equal-opportunity employer. We do not discriminate on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, military status, order of protection status, or any other legally recognized protected basis under federal, state, or local law.

Posted 1 week ago

Zealthy logo
ZealthyNew York, New York
Description About Us: At Zealthy, our mission is to make high-quality healthcare accessible to everyone, no matter their location. We are building the world’s largest and most trusted virtual healthcare platform, transforming how care is delivered to ensure anyone, anywhere, can receive the healthcare they need. Founded by a healthcare entrepreneur with a proven track record, including scaling a previous company to a $5B valuation, Zealthy is positioned for sustainable growth as we rapidly scale to achieve our ambitious vision. Our unwavering commitment to quality and accessibility drives everything we do. We are a team dedicated to serving our patients. While our in-person work culture runs Monday to Friday and typically extends beyond typical work hours, the true reward lies in the impact we create. Every team member is essential in building something groundbreaking. As a full-time team member, you won’t just shape the future of healthcare—you’ll also share in our success through equity ownership, because we believe that every contributor should be a literal and figurative owner of what we’re creating. If you are not prepared to fully commit to your role and contribute to the goal of creating the world’s largest and highest quality telemedicine company by working in-person four days a week, please refrain from applying. Join us and help redefine the future of healthcare. The Role: We are actively looking for a full-time Finance Manager. Please note that this is a full-time, in-person role based in New York, NY. If you are interested in remote or hybrid opportunities, this position may not be suitable for you. What You'll Do: Develop and maintain financial models to forecast company performance, revenue, expenses, and cash flow. Conduct variance analysis to track actual financial performance against budgets and forecasts. Provide insights and recommendations to senior management based on financial analysis to drive strategic initiatives.Monitor budget utilization and provide guidance to ensure adherence to budgetary constraints. Update forecasts regularly based on actual performance and changes in business conditions. Manage cash flow by monitoring cash balances, forecasting cash needs, and optimizing liquidity. Oversee banking relationships and transactions, including payments, wire transfers, and deposits. Streamline financial processes and implement efficient systems to improve accuracy and productivity. Requirements Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred. Proven experience (4+ years) in financial management, preferably in the healthcare or technology industry. For those with less than 4 years of experience, this would likely be at the Associate level. Strong understanding of financial principles, practices, and regulations. Proficiency in financial modeling, analysis, and reporting. Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments. Detail-oriented with strong analytical and problem-solving skills. Advanced proficiency in Microsoft Excel and financial software applications. Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively. Benefits Time Off : Paid vacation and sick leave, increasing with tenure. Flexible time off handled case-by-case. Holidays : Paid for major US holidays. Equity & Reviews : Equity ownership with regular performance reviews that can impact salary and/or equity. Health : Medical coverage provided. Other benefits to be revisited with plan renewal.

Posted 30+ days ago

Scopely logo
ScopelyCulver City, California

$98,600 - $145,000 / year

Scopely is seeking a detail-oriented and driven Finance Analyst to join the team behind MONOPOLY GO!, one of the fastest-growing mobile games in the world. This is a rare opportunity at a technology company to take on a high-impact role within the finance organization of a dynamic and rapidly scaling global gaming company. As a Finance Business Partner, you will act as a key operational analyst to the game finance leadership team, supporting decision-making through accurate financial reporting, variance analysis, and process maintenance. You’ll own essential month-end close procedures, support the maintenance of financial models, and assist in workforce planning consolidation for key business segments of MONOPOLY GO!. To succeed in this position, you must be prepared to balance hands-on operational rigor with analytical problem-solving. This role offers a unique blend of executing critical financial operations and performing deep analytics—providing a foundation to learn the business mechanics of a unit operating at the scale of a standalone company. You’ll work directly with Finance Managers, the VP of Monopoly GO Finance, and cross-functional partners. We prioritize your growth; you will receive strong support from senior partners during your ramp-up, ensuring you have the mentorship and guidance needed to navigate Scopely’s global portfolio effectively. Why This Role Stands Out High-Visibility Impact: You'll work closely with the Finance Managers and cross-functional teams, preparing data that directly informs the game’s senior leadership. Top Talent Environment: Join a high-caliber team with backgrounds in consulting, banking, private equity, and high-growth tech from companies such as Amazon, Google, and Netflix. Operational Excellence: This role is about more than data entry—you’ll be responsible for executing and streamlining critical processes like OpEx reporting, accruals, and headcount tracking to drive efficiency. Career Trajectory: High performers have a path to fast promotions and will gain experience in complex modeling and financial storytelling across Scopely’s game portfolio. Tech-Forward Finance: Be part of an AI-powered FP&A team where you can contribute to automating reports and leveraging systems for predictive innovation. Learning Culture: Access to internal leadership development, mentorship, and cross-functional mobility across Scopely’s global portfolio. What We’re Looking For: Operational & Analytical Balance: A solid foundation in financial planning and analysis with a track record of accuracy and attention to detail. You must be comfortable navigating ambiguity and moving quickly in a fast-paced environment. Proactive Problem Solving: A proven ability to manage high-volume operational tasks, such as PO and Workday approvals, while identifying opportunities to streamline workflows. Collaboration: Proven ability to collaborate with partners to gather budget inputs and explain financial variances clearly. Technical Skills: Strong Excel skills are required; you should have the ability to update and maintain revenue/cost models and manage large datasets for workforce planning. Experience with financial systems (such as Workday Adaptive) is a plus. Tools: Familiarity with BI and data visualization platforms—such as Tableau, Power BI, or Looker—is a plus, especially for building dashboards and automating reporting processes. Process Improvement: Interest in refining processes, such as T&E tracking or automating manual reporting tasks. Passion: A passion for games, consumer products, or technology-driven businesses is a strong plus. Integrity & Independence: Ability to thrive in a fast-paced environment, exhibit the highest personal and professional integrity, and work effectively with supervision while independently managing recurring monthly and quarterly deliverables. Please ensure that the résumé/CV you attach is written in English. For candidates in CA, CO, NJ, NY, and WA, the annual salary range is provided below. In addition to base pay, employees may be eligible for equity, bonuses, and a comprehensive benefits package, including healthcare benefits, retirement benefits, pet insurance, paid holidays, paid Scopely free days, and unlimited paid time off. Base pay offered may vary depending on job-related knowledge, skills, and experience. CA, CO, NJ, NY, and WA Annual Salary Range $98,600 - $145,000 USD About Us Scopely is a global interactive entertainment and mobile-first video game company, home to many top, award-winning experiences such as "MONOPOLY GO!," “Star Trek™ Fleet Command,” “Stumble Guys,” “MARVEL Strike Force,” and “Yahtzee® With Buddies,” among others.Scopely creates, publishes, and live-operates immersive games that empower a directed-by-consumer™ experience across multiple platforms--from mobile, web, PC and beyond.Founded in 2011, Scopely is fueled by a world-class team and a proprietary technology platform Playgami that supports one of the most diversified portfolios in the games industry. Recognized multiple times as one of Fast Company’s “World’s Most Innovative Companies,” Scopely is a multi-billion-dollar business due to its ability to create long-lasting game experiences that players enjoy for years. Scopely has global operations in more than a dozen markets across Asia, EMEA, and North America, and is home to many internal game development teams, referred to as Scopely Studios, with additional game studio partners across four continents. Scopely was acquired by Savvy Games Group in July 2023 for $4.9 billion, and is now an independent subsidiary of Savvy. For more information on Scopely, visit: scopely.com Notice to candidates: Scopely, Inc and its affiliates will never request payment or ask for financial information as a condition for applying to a position or receiving an offer of employment. All official Scopely, Inc. recruiters only use email domains that end with @scopely.com. Our official website is www.scopely.com. Please only apply to positions posted on our official website and ensure the recruiter only communicates via the official email domain. Should you have any questions or encounter any fraudulent requests/emails/websites, please immediately contact recruiting@scopely.com . Our job applicant privacy policies are available here: California Privacy Notice and EEA/UK Privacy Notice . Employment at Scopely is based solely on a person's merit and qualifications. Scopely does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), or any other basis protected by law. We also consider qualified applicants with arrest or conviction records, consistent with applicable federal, state and local law.

Posted 1 day ago

Raymond James logo
Raymond JamesSaint Petersburg, Florida
Job Description Summary Conducts and prepares economic, financial, and statistical analysis to inform business strategies. Has excellent theoretical and practical knowledge of different financial and analytical techniques, and the capability to take ownership of projects and meet conflicting deadlines. Acts as a subject matter expert and key partner to senior leadership on financial matters. Job Description Responsibilities: Review and analyze monthly Profit & Loss and other financial statements Analyzes data from multiple sources to identify business impacts and inform leadership to guide key decision making. Helps drive strategic initiatives by providing timely, quality analysis to leadership Contributes to ongoing management reporting providing actionable insights and looking for trends. Manages critical elements of data systems and ensures compliance with financial policies and regulations. Resolves complex financial and quantitative matters. Serves as a subject matter expert in technology, policy, or operations. Maintains up-to-date knowledge of regulations, industry best practices and competitive landscape. Identifies synergies and efficiencies and implements actionable steps to improve processes. Facilitate meetings with peers and senior leadership Mentor and develop finance team members, fostering a culture of continuous improvement and professional growth. Collaborate with leaders and stakeholders throughout the firm to align business objectives. Assist in the budgeting and planning process Skills: Strong understanding of financial statements, budgeting/forecasting & allocations Advanced expertise in financial analysis, modeling, and reporting. Strong leadership and team development capabilities. Proficiency with financial systems, analytical and business software. Excellent communication and stakeholder management skills. Ability to manage multiple priorities and deliver results in a dynamic environment. Independently analyzes data trends and guides others on the team. Develops financial and economic models. Performs advanced quantitative analysis. Plans, organizes, and oversees activities to achieve PCG objectives. Educational/Previous Experience Requirements Bachelor’s Degree (B.A.) in Accounting, Finance, Business, or Economics with Five (5) years’ experience in either financial services or an accounting role. Relevant internship experience (accounting, finance, or investment-related). OR ~ An equivalent combination of education, experience, and/or training as approved by Human Resources. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience- 3 to 6 years Certifications Other Certification Not Listed- Other Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-JM1

Posted 1 week ago

Lake City Buick GMC logo
Lake City Buick GMCLake City, Florida
At Lake City Buick GMC , we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at Lake City Buick GMC is absolutely critical to its success. Our promise is to keep delivering the same award-winning service and value that our community has come to expect from our dealership through the years. We are always looking for bright, motivated, and energetic professionals to add to our world-class team. Responsibilities Structures deals for maximum profitability and collectability Fully proficient with title laws and registration process Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensures all deals are fully compliant with local, state, and federal guidelines Prepares paperwork, contracts, and delivers deals Prepares and mails all deal packages with complete and proper documentation to lenders and follows any other process that may be in place in their respective department Accurately audits team deals post-sale Ensures the expeditious funding of all contracts Qualifications 2 years min automotive F&I experience Demonstrates closing skills Excellent interpersonal/communication skills. Strong attention to detail. Strong knowledge of regulatory and compliance requirements. Valid driver's license Submit a background search and drug screen Responsible for helping our customers arrange the financing of their purchases and presenting them with additional products that enhance their vehicle and ownership experience.

Posted 5 days ago

Alternative Payments logo
Alternative PaymentsNew York, New York

$110,000 - $140,000 / year

The Role: Alternative Payments is looking for an outcome oriented Business Operations & Finance Associate to join our rapidly growing team. The ideal candidate is a highly analytical problem solver, with critical thinking skills who can quickly understand the core drivers of the business. This role is part analyst, part strategist, part project manager, and part builder. Reporting to the Chief of Staff you will work on complex business problems, analyzing and generating insights from data across multiple workstreams. You will plan, lead and execute operational and strategic planning initiatives that have a direct and quantifiable impact on the business. This is a hybrid role, located in NYC with 4 days in office per week Key Responsibilities - What you will do Work cross-functionally to execute on high-impact projects and implement new processes to scale operations. Serve as a strategic partner, identifying issues, building models and analyzing data to make recommendations to improve financial and operational decision-making across the organization. Prepare regular reports and dashboards to communicate insights and recommendations to stakeholders. Support the leadership team in executing all operational and strategic initiatives. Monitor, manage and report on payment activity to create operating efficiency, optimize costs and mitigate risks Develop and/or monitor operational metrics Support the sales + customer success teams with complex challenges What you will Bring (Requirements): 3-5 years of professional experience within investment banking, private equity, or financial services Superior analytical, critical thinking and quantitative skills Ability to execute in ambiguous, fast paced environments under tight and unpredictable timelines and produce accurate, high quality results High sense of urgency, a bias for action and work ethic Rigorous attention to detail Ability to handle multiple competing projects Ability to work independently and be proactive Excellent written and verbal communication skills Strong problem solving and decision making skills Ability to work collaboratively and cross functionally within the organization Nice to have Experience working at a high growth start up in the fintech space At least 2 years experience working in investment banking About Alternative Payments Alternative Payments is an early-stage B2B payments and checkout infrastructure company, tackling $28T of US B2B payments. Alternative’s white-label, purpose-built payment portal streamlines client payments, while integrated directly with a company’s invoicing software and reconciles all transactions to its accounting software, providing a fully-integrated approach that does not exist, outside of custom ERP applications. Our customers are paid 40% faster, leveraging Alternative Payments. Compensation Total compensation range for this role is $110,000-$140,000 plus equity. The range displayed on each job posting reflects the approximate total target compensation for the position. Within the range, individual pay is determined by factors including relevant skills, experience, education/training. What We Will Offer: Competitive Compensation: We want you to feel like an owner, which should be reflected in your salary and equity Top Tier Benefits: Every employee has access to great Health, Dental, and Vision insurance Mission-first Colleagues: We value a culture of authenticity, humility, and excellence. We want you to leave your thumbprint on our company Our Values: Transparency & Honesty: We operate with transparency to our customers, investors, and other partners, every step of the way. Dependability: We are dependable. We do what we say we are going to do and we do not cut corners. Partnership: We are partners to our customers, investors, and each other, and work together to solve exciting massive problems. Revolutionary & Boldness: We are revolutionary & bold. We break down barriers and walls to build our own walls in a stronger, safer, and simpler manner. Diversity & Inclusion: We work together with people of all backgrounds and seek different viewpoints to generate stronger partnerships and create a stronger, more inclusive company and world.

Posted 30+ days ago

Texas Capital Bank logo
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Brief Overview of Position A Corporate Banking Associate will have corporate banking experience ideally within the Mortgage industry and help drive our financial results by supporting Senior Coverage Bankers in their efforts to identify opportunities and deepen relationships. This role will report to the manager of the Mortgage Specialty Lending group and will be accountable to deliver best-in-class experiences and comprehensive financial solutions to clients and prospects.We are seeking qualified candidates with a passion for a long-term career in banking and the following core competencies: Responsibilities Prepare for and engage in client and prospect calls individually and in support of Senior Coverage Bankers, with front-line activities comprising ~35% of the Associate's workday. Monitor transactions in the pipeline from prospecting phase through closing, both internally and externally. Support Senior Coverage Bankers in sourcing new prospect opportunities and develop solution-oriented pitch materials for clients and prospects. Identify cross-sell opportunities within existing portfolio. Responsible for coordinating and reviewing analyst prepared screening memos, underwriting documents, term sheets and return models to streamline the credit approval process. Review and finalize diligence lists and questions prior to meetings. Provide underwriting bandwidth during high growth periods especially on complex transactions. Assist Portfolio Managers with renewals and reviews of existing portfolio. Assist in recruiting, coaching, and mentoring junior colleagues. Qualifications Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 3.5 to 4.5 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Strong Analytical skills - critical thinking, data and information analysis, research, and problem solving. Strong Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Strong knowledge of banking suite of products and services. Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations Ability to produce reports, correspondence and presentations using Salesforce and Microsoft Office including Outlook, Excel and PowerPoint. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

G logo
GenerateSan Francisco, California

$185,000 - $215,000 / year

Generate seeks organized and detail-oriented collaborators who are ready to roll up their sleeves. This position will hold a high standard of accuracy and timeliness in executing asset financings, delivering financial models, maintaining information systems and reporting on Generate’s portfolio of investments. The Director will communicate thoughtfully and deliberately inside and outside the organization, working cross-functionally with Generate investment, finance, legal and other teammates and various third parties. They will adeptly use financial and enterprise software to proactively seek answers to Generate and its stakeholders’ questions. This role is a great fit for those who seek to impact the performance of Generate’s portfolio through an analytical and highly dynamic role. What you will be doing at Generate Capital as the Director, Portfolio Finance: • Lead a direct team of professionals while actively collaborating with and appropriately influencing deliverables and processes of contributing teams, including Capital Markets, community solar Development and Project Delivery, Commercial Asset Management, and others • Coach, guide, and manage team and individual performance • Become a subject matter expert in transactions, structures, contract terms and impact, financial projections and analysis as led and managed by the Portfolio Finance team • Lead the external debt and tax equity facilities funding/tranche execution and ongoing maintenance • Direct management of transaction workstreams through data room preparation and coordination with internal and external parties to ensure timely and accurate third-party deliverables • Direct maintenance of financial forecasts including Excel models for infrastructure assets, preferred equity instruments, and debt instruments • Collaborate with the Investment and Commercial Asset Management teams on Customer Management and Acquisition vendor negotiations and ongoing contract management • Ensure utility and state program regulatory setups and incentive submissions and receipts are achieved and in accordance with industry standards • Diligence funding requests and work with Treasury to manage wire processes • Measure and report to management progress and forecasts against Generate’s key performance indicators • Coordinate with FP&A, Accounting, & Treasury departments including execution communication and ongoing requests/reconciliations • Work with Generate’s Data & Technology team to contribute to the development of information systems related to the above • Maintain data in enterprise software to support internal team dashboards and stakeholder questions Candidate qualifications & core characteristics: • A demonstrated passion for, or commitment to, our mission • Proven track record of working independently in a high-growth and/or fast-paced environment with a dynamic set of responsibilities • 5-10 years of relevant work experience, including but not limited to structured investments, financial planning & analysis, or corporate finance • 1-5 years of people management • Familiarity if not working knowledge of renewable energy, preferably solar assets, related incentive programs, structuring, and key stakeholder interests • Experience in renewable energy finance, asset management, or exposure to community solar programs is strongly preferred • Ability to audit, evaluate, adapt and, with assistance, build cash and GAAP financial models for infrastructure assets, preferred equity instruments, and debt instruments • Advanced proficiency in data analysis in Excel and PowerPoint • Experience communicating thoughtfully to identify constructive solutions and to support the execution of cross-functional projects • Familiarity or eager willingness to learn about database tools • Unimpeachable integrity and glowing references • Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills. • High level of self-awareness and humility, with excitement about confronting uncomfortable situations or new challenges • Intellectual agility, curiosity, and creativity; problem-solving is your default mode • Entrepreneurial spirit: flexibility, comfort with risk, recognition that “perfect can be the enemy of the good” Generate’s compensation packages are dependent on the facts and circumstances of each case. Salary decisions take into account a wide variety of factors including, but not limited to: skill sets, experience and training, licensure and certifications, geographic location, and other business and organizational needs. A reasonable estimate of the base salary range for this role is $185,000 – $215,000. In addition, the compensation package may include a discretionary bonus and other benefits, including health care benefits, retirement benefits, benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits), and other benefits that must be reported for federal tax purposes. It is not typical for an individual to be hired at the top of this range. Generate Capital is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, gender identity, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.

Posted 30+ days ago

Ivy Energy logo
Ivy EnergySan Diego, California

$170,000 - $200,000 / year

Description Ivy Energy is at a pivotal inflection point. We are seeking a strategic VP of Finance & Accounting to architect the financial infrastructure that will support our scale to profitability. You will not just lead operations; you will be a key architect of our growth story, translating our mission into financial sustainability and venture-ready metrics. This is a Senior leadership role for someone who thrives in a dynamic, high-growth environment and will report to the CEO. Requirements Key Responsibilities Architect and Oversee the Financial Ecosystem: Own the entire finance function, including Accounting, FP&A, Invoicing, AP/AR, Cash Management, Reporting, and Compliance. You will build the systems that allow us to scale revenue without scaling administrative bloat. Drive Strategic Planning & Unit Economics: Partner directly with the CEO, CCO, and leadership team to define our 3-year financial roadmap. You will be responsible for mastering our unit economics and guiding capital allocation to maximize growth efficiency. Lead Financing, Fundraising & Investor Relations: Own the financial narrative for our financing strategy and next fundraising rounds. You will drive financial modeling, manage due diligence, and build confidence with the Board, work with banks and lenders and support Management in negotiations with potential investors through rigorous, transparent reporting. Drive Digital Transformation: Lead the implementation of modern, AI-driven financial workflows to automate routine tasks (AP/AR, invoicing), allowing your team to focus on high-value analysis rather than data entry. Team Leadership: Mentor and develop a high-performing, lean finance team (currently 2). You will set the standard for accuracy, speed, and strategic insight. Cross-Functional Alignment: Work closely with Operations, Product, and Sales to align financial goals with business objectives, ensuring our pricing and operational models support our long-term margin goals. Your First 90 Days To ensure immediate impact, your first three months will focus on: Audit & Streamline: Review the current month-end close process and implement a plan to reduce the cycle time to Forecast Mastery: Build a robust, rolling 12-month cash flow forecast and scenario model to guide upcoming strategic decisions. Board Debut: Prepare and present your first comprehensive financial review and strategic outlook to the Board of Directors. Qualifications Experience: 10+ years in Finance leadership roles, with a proven track record of scaling a SaaS or EnergyTech finance function through high-growth phases (e.g., $5M to $20M+ ARR). Series A–C experience is required. M&A experience a plus. Domain Expertise: Deep understanding of Accounting (GAAP), FP&A, and SaaS metrics (CAC, LTV, Churn, Net Retention). CPA or MBA preferred. Systems Expertise: Proven expertise in implementing and migrating ERP systems and optimizing tech stacks. Experience with Salesforce, Odoo, and Xero is a strong plus. Startup Grit: Ability to toggle seamlessly between high-level strategy (Board decks, fundraising) and low-level execution (managing cash flow models, reconciliation) without hesitation. Communication: Exceptional ability to translate complex financial data into clear, actionable insights for non-financial stakeholders and investors. Why Join us? Mission-Driven Scale: Join a passionate team that is accelerating the adoption of clean energy through innovative software, where your work directly contributes to a sustainable future Equity in a Category Leader: We offer a competitive equity package that aligns your success directly with the company’s long-term value and exit potential. Direct Impact: Reporting directly to the CEO, you will have a seat at the table for every major company decision, from pricing strategy to new market entry. Benefits 100% Employer paid Medical, Dental and Vision Insurance 401(k) Flexible PTO and Sick Time Paid Maternity and Paternity Time Monthly Electrification & Wellness Stipends The compensation range for this role is $170,000 - $200,000 plus bonus. Compensation is commensurate with various factors including but not limited to, relevant experience, qualifications, skills, training, licensure, certifications, geographic cost of labor, and other business and organizational needs.

Posted 2 weeks ago

Oakes Kia logo
Oakes KiaNorth Kansas City, Missouri
We are looking for an F&I (Finance and Insurance) Manager to join our growing team! The right candidate will have a deep knowledge of dealership finance and insurance procedures and the ability to assist customers and close deals on additional product offerings. Benefits Dental insurance Employee assistance program Employee discount Health insurance Life insurance Paid time off Professional development assistance Vision insurance Responsibilities Provide recommendations and assistance to customers in order to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience Ensure sales are structured to produce the highest profitability Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensure every deal is fully aligned with local, state and federal guidelines Prepares paperwork, contracts and delivers deals Accurately audit team deals Post-Sale and deeply analyze for improvements Guarantee the expeditious funding of all contracts Qualifications Eagerness to improve College degree preferred or equivalent experience Knowledge of dealership finance and insurance procedures Proficient at structuring deals for maximum profitability Well-versed in title laws and registration process Professional personal appearance and extraordinary verbal/written communication skills Expertise in negotiation and presentation skills Valid driver’s license Oakes Auto Group is growing rapidly and needs exceptional people to staff and lead our teams! Mentorship provided and career paths are available for talented and driven individuals who wish to advance to the top of their field, and/or into management. This is not just a job, but an opportunity to develop all of your skills and discover your potential. Approaching college graduation? Share your career goals and ask about tuition assistance. We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Posted 1 day ago

Marmon Holdings logo
Marmon HoldingsSpringville, Alabama
Fontaine Specialized As a part of the global industrial organization Marmon Holdings—which is backed by Berkshire Hathaway— you’ll be doing things that matter, leading at every level, and winning a better way. We’re committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone’s empowered to be their best. Marmon Holdings, Inc., a Berkshire Hathaway company, is significantly investing in attracting, retaining, and developing the deep and diverse talent pool needed to support our more than 100 operating companies across the globe. Fontaine Specialized Summary of Responsibilities:The Finance Intern will work with the Finance team on a variety of specific projects and areas as noted below. This position will report directly to the Controller but will have exposure to the wider business teams. Interns will complete a capstone type project over the summer culminating in a presentation to business leadership. Key Projects: Attend monthly meetings with Group and Business Unit leadership regarding financial results and general business updates Participate in annual fixed asset and inventory physicals Support acquisition integration and due diligence remediation Ad-Hoc financial analysis Special projects at the direction of supervisor Participate in monthly reporting process including but not limited to booking of monthly journal entries, financial statement review and reconciliations Required Education and Experience: Pursuing an undergraduate degree in accounting or financeRising junior or senior Strong interest in applying accounting knowledge to practical problemsAbility to comply with deadlines Problem solving and critical thinking skillsExcellent organizational skills Interest in technology and process improvementProficient in Microsoft Excel and PowerPointNo previous experience required Certain peak periods may provide opportunity for overtime. This is a paid position. The internship will run for 12 weeks from May to August. Exact dates flexible based on school schedules. We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to careers@marmon.com, and please be sure to include the title and the location of the position for which you are applying. Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law . We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to careers@marmon.com, and please be sure to include the title and the location of the position for which you are applying.

Posted 30+ days ago

Transamerica logo

Sr Specialist, Finance Transformation - Report Builder

TransamericaCedar Rapids, Iowa

$110,000 - $130,000 / year

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Job Description

Job Family

Finance - General

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. 

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group servingapproximately 23.9 million customersworldwide. For more information, visit transamerica.com. 

Job Description Summary

Lead and implement strategically important Finance transformation projects with a significant impact on the success of the organization’s financial reporting results.

Job Description

Responsibilities:

  • Provide high level support and oversight of the strategic direction on finance system transformation and project initiatives.

  • Manage stakeholder expectations and make critical decisions to align projects and organizational objectives.

  • Oversee finance transformation projects that require stakeholder execution; manage deadlines, project plans, and budget. Provide comprehensive analysis and reporting to management to advance program outcomes.

  • Spearhead initiatives for innovating and optimizing processes in finance systems.

  • Guide and advance capabilities of the team.

  • Contribute to strategic planning and ensuring alignment with organizational goals.

Qualifications:

  • Bachelor's degree in finance, accounting, or related field, or equivalent experience

  • Extensive experience and expertise in strategic planning for finance systems, managing stakeholders, and executing outcome driven projects (typically 10 or more years)

  • Outstanding strategic planning skills to execute finance system transformations

  • Advanced skills managing expectations and cultivating relationships with key stakeholders

  • Ability to focus on and achieve desired outcomes in finance transformation projects

Preferred Qualifications:

  • Advanced Power BI experience in building data models, DAX calculations and interactive reporting for financial analysis

  • Hands on experience sourcing, transforming, and connecting data from AWS services (e.g. Redshift) into BI solutions

  • Familiarity with GAAP principles and management reporting to design accurate and compliant financial reports

  • Solid understanding of SQL, relational databases, and data modeling best practices for scalable reporting solutions

Working Conditions:

  • Hybrid working environment: Baltimore, Cedar Rapids, Denver, Philadelphia

Compensation:

  • The Salary for this position generally ranges between $110,000 - $130,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

  • Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

#LI-BD1

Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer 

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

  • Competitive Pay

  • Bonus for Eligible Employees

Benefits Package

  • Pension Plan

  • 401k Match

  • Employee Stock Purchase Plan

  • Tuition Reimbursement

  • Disability Insurance

  • Medical Insurance

  • Dental Insurance

  • Vision Insurance

  • Employee Discounts

  • Career Training & Development Opportunities

Health and Work/Life Balance Benefits

  • Paid Time Off starting at 160 hours annually for employees in their first year of service.

  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

  • Parental Leave– fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

  • Adoption Assistance

  • Employee Assistance Program

  • College Coach Program

  • Back-Up Care Program

  • PTO for Volunteer Hours

  • Employee Matching Gifts Program

  • Employee Resource Groups

  • Inclusion and Diversity Programs

  • Employee Recognition Program

  • Referral Bonus Programs

Inclusion & Diversity 

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts throughthe Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including theInclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees.Theyprovide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back 

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. 

Transamerica’s Parent Company 

Aegonacquired the Transamerica business in 1999. Since its start in 1844, Aegon has  grown into an international company serving more than 23.9 million people across the globe. * It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.  

* As of December 31, 2023

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