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Associate, Fund Accounting - Private Equity / SIG Finance-logo
Apollo Global ManagementGreenwich, CT
Position Overview Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career. We are seeking an Associate to join our team of professionals supporting a growing platform that invests in Apollo's climate and sustainability equity segment. The successful candidate will have the opportunity to work on key initiatives and foster important strategic relationships at Apollo. This team works closely with the deal team, investor relations, legal, tax, compliance and several external vendors. This is an exciting opportunity to work in the investment management business in a fast-paced environment that provides significant opportunity for learning and growth. Primary Responsibilities Manage the quarterly close process, including preparation of trial balances, allocations, expense accruals, management fees and unrealized waterfalls. Prepare quarterly and year-end financial statements and ensure timely completion of fund audits. Calculate quarterly/semi-annual management fees Perform daily cash management of funds, including cash reconciliation, credit facility maintenance, deal closings, expense wires. Review of valuation memos and coordination with deal teams and valuation teams to ensure valuation memos are properly reflecting the most recent activities. Prepare and reconcile capital calls from investors. Prepare the fund realized waterfall and distribution notices to investors. Coordinate year-end audits, including audited financial statements, and liaise with internal/external tax preparers for K1 distributions. Manage investor inquiries, reporting, and ad-hoc requests. Liaise with Marketing and Investor Servicing teams on quarterly reporting and ad-hoc investor requests. Contribute to ongoing internal business reviews and reporting for senior leaders. Execute special projects and ad-hoc requests from senior leaders. Coordinate with investment professionals, ESG, and finance teams on climate-focused reporting. Qualifications & Experience CPA preferred. 2-5 years of Public/Private accounting experience preferred (Big 4 preferred) Strong U.S. GAAP technical accounting expertise Previous experience working with alternative investment funds preferred A critical thinker with strong quantitative and analytical skills who expresses their thoughts and ideas clearly both in oral and written communications. A collaborative thinker who can also work independently, multitask, and prioritize competing demands to meet deadlines in a fast-paced environment. A proactive and organized self-starter with a positive attitude, powerful work ethic, strong attention to detail and advanced knowledge of Excel and PowerPoint. A change cultivator, with a strong technology background and a focus on automation Experience with Investran is a plus OUR PURPOSE AND CORE VALUES Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: The leading provider of retirement income solutions to institutions, companies, and individuals. The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses. A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference. We are building a unique firm of extraordinary colleagues who: Outperform expectations Challenge Convention Champion Opportunity Lead responsibly Drive collaboration As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together. OUR BENEFITS Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits. Apollo Global Management Inc. is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law. Pay Range $110,000 - $130,000 Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law. The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

Posted 30+ days ago

National Account Manager - Huntington Technology Finance-logo
Huntington Bancshares IncDenver, CO
Description Summary: The National Account Manager markets and manages highly specialized lease relationships. This position can be remote but will be hybrid if located near a Huntington office. Duties & Responsibilities: Creates and operationalizes marketing strategies in an effort to demonstrate the benefits of leasing. Organizes and manages a large portfolio within a region or territory to generate the maximum in new lease originations. Develops and maintains quality customer relationships. Understands the customer's needs from a technical as well as a financial perspective. Develops relationships with new customers. Develops and maintains understanding of the economics of leasing transactions. Proposes creative product and financial alternatives in an effort to satisfy customers' objectives. Participates in vendor plant tours, seminars, applicable training and customer briefings to maintain knowledge of products, product trends and to reaffirm relationships with customers. Performs other duties as assigned. Basic Qualifications: Minimum 5 years' experience in relationship management in commercial banking, leasing industry, or technology sales Bachelor's degree Preferred Qualifications: Strong analytical and reporting skills Strong organizational and leadership skills Excellent interpersonal, verbal, and written communication skills, advanced skills in Microsoft Excel Ability to travel as needed #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Applications Accepted Through: 08/20/2025 Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled. 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: $75,000 - $100,000 Annual Salary 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 2 weeks ago

Plant Finance Manager - BIL-logo
Kimberly-Clark CorporationBeech Island, SC
Plant Finance Manager - BIL Job Description You're not the person who will settle for just any role. Neither are we. Because we're out to create Better Care for a Better World, and that takes a certain kind of person and teams who care about making a difference. Here, you'll bring your professional expertise, talent, and drive to building and managing our portfolio of iconic, ground-breaking brands. In this role, you'll help us deliver better care for billions of people around the world. It starts with YOU. In this role, you will: Provide leadership for all finance related activities for Personal Care (PC), Logistics and internal controls for at the plant. This individual partners with Tissue Sr. Finance Manager on site to: Ensure the plant's financial accounting results and systems follow the Corporation's policies and procedures Provide business counsel to the plant and supply chain leadership team to develop and execute effective strategies that will achieve the desired financial and business results Drive cost savings programs that optimize Total Delivered Cost over the short- and long-term horizon while ensuring the plant financial strategies and objectives are aligned with business unit and enterprise objectives Co-lead the development of strategies, objectives, and execution plans that optimize total delivered cost Lead PC operating reviews & drive cost management with plant team on production cost of roughly $400+ million Lead annual budget, target setting process, and quarterly forecast process for PC team and Logistics Supports major appropriation analysis for investment tied to future plant strategy Provide input into new, or improving existing processes, standards, or operational plans in support of mill results Maintain strong, safe working conditions and drive a people-based safety culture consistent with plant and staff objectives Lead and develop the talent of the site operations team & Financial Analyst supporting the plant Provide oversight and leadership for all plant controls (Cycle Counts, Archer Requirements, Internal/External Audits, & Financial Representation Letter) Confirm that plant monthly financial results are reported in a manner that is timely, accurate, and consistent with corporate policies and generally accepted accounting principles. Monthly reconciliations of results are complete with detailed explanations as well as risks and opportunities to meet the targeted financials Collaborate with other Finance Teams and Staff Finance Team to drive continuous improvement and standardized business processes. Utilize LEAN methodology to improve and regenerate work systems that help create efficiency and ultimately a reduced total delivered cost Lead the development and support the execution of the plant's short- and long-term strategic financial plans Design, maintain, and operate financial systems and analytical tools to provide effective decision-making support Owner of required analysis for capital investment opportunities from inception of securing appropriated capital funding through asset classification and capitalization aligned to internal controls and corporate policies Support the administration of the plant's internal control plan and ensure the application of established corporate financial controls by the effective implementation and maintenance of corporate policies and instructions Develop and maintain a favorable employee relations climate within the department Provide leadership to ensure your organization attracts, develops, and retains the best people and fosters an environment which motivates a diverse team to fully use its capabilities in achieving desired business results Support sector and plant safety and quality objectives through K-C systems and loss control management Ensure the communication, implementation, and promotion of K-C values and behaviors as a means for delivering business result This role is located in the plant and reports to Personal Care Manufacturing Finance Leader About Us Huggies. Kleenex. Cottonelle. Scott. Kotex. Poise. Depend. Kimberly-Clark Professional. You already know our legendary brands-and so does the rest of the world. In fact, millions of people use Kimberly-Clark products every day. We know these amazing Kimberly-Clark products wouldn't exist without talented professionals, like you. At Kimberly-Clark, you'll be part of the best team committed to driving innovation, growth and impact. We're founded on more than 150 years of market leadership, and we're always looking for new and better ways to perform - so there's your open door of opportunity. It's all here for you at Kimberly-Clark. About You You perform at the highest level possible, and you appreciate a performance culture fueled by authentic caring. You want to be part of a company actively dedicated to sustainability, inclusion, wellbeing, and career development. You love what you do, especially when the work you do makes a difference. At Kimberly-Clark, we're constantly exploring new ideas on how, when, and where we can best achieve results. When you join our team, you'll experience Flex That Works: flexible work arrangements that empower you to have purposeful time in the office and partner with your leader to make flexibility work for both you and the business. In one of our professional roles, you'll focus on winning with consumers and the market, while putting safety, mutual respect, and human dignity at the center. To succeed in this role, you will need the following qualifications: Who you are? A bachelor's degree or equivalent in Finance or a related field, with coursework indicating quantitative and analytical ability. Minimum of 7+ years of experience required. Competence in the areas of general business practices and cost and accounting principles is required; understanding of mill operations is preferred. Strong interpersonal skills necessary to train, direct, motivate and develop others as well as maintain a strong working relationship within the plant management team. Prior experience in a leadership/supervisory position is preferred with ability to influence without authority. Broad financial/business acumen experience preferred with demonstrated strong business judgment, problem-solving/analytical skills, and high degree of financial competence. Possesses strong understanding of plant operations & controls Demonstrated organizational skills to manage functional workload, multiple priorities, and competing time demands. Strong oral, written and presentation skills to deliver effective, confident and results-oriented communications and presentations. Availability to be onsite for the position Understanding of tools like SAP, Excel and Power BI To Be Considered Click the Apply button and complete the online application process. A member of our recruiting team will review your application and follow up if you seem like a great fit for this role. In the meantime, please check out the careers website. And finally, the fine print…. For Kimberly-Clark to grow and prosper, we must be an inclusive organization that applies the diverse experiences and passions of its team members to brands that make life better for people all around the world. We actively seek to build a workforce that reflects the experiences of our consumers. When you bring your original thinking to Kimberly-Clark, you fuel the continued success of our enterprise. We are a committed equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, age, pregnancy, genetic information, citizenship status, or any other characteristic protected by law. The statements above are intended to describe the general nature and level of work performed by employees assigned to this classification. Statements are not intended to be construed as an exhaustive list of all duties, responsibilities and skills required for this position. Employment is subject to verification of pre-screening tests, which may include drug screening, background check, and DMV check. #LI-onsite Salary Range: 105 740 - 130 620 USD At Kimberly-Clark, pay is just one aspect of our total rewards package, which also includes a variety of benefits and opportunities to achieve, thrive and grow. Along with base pay, this position offers eligibility for a target bonus and a comprehensive benefits suite, including our 401(k) and Profit Sharing plan. The anticipated base pay range for this role is provided above for a fully qualified hire. Actual pay will depend on several factors, such as location, role, skills, performance, and experience. Please note that the stated pay range applies to US locations only. Primary Location Beech Island Mill Additional Locations Worker Type Employee Worker Sub-Type Regular Time Type Full time

Posted 30+ days ago

Structured Finance, Associate Director - Commercial Mortgage-Backed Securities - Chicago, IL-logo
Fitch RatingsChicago, IL
As one of the world's top three credit ratings agencies, Fitch Ratings plays a critical role in global capital markets by providing supplementary credit analysis, ratings, research, and commentary to financial market participants. For over 100 years, Fitch Ratings has been creating value for global markets through its rigorous analysis and deep expertise, which have resulted in a variety of market leading tools, methodologies, indices, research, and analytical products. Fitch Ratings is part of Fitch Group, a global leader in financial information services with operations in more than 30 countries, which also includes Fitch Solutions. With dual headquarters in London and New York, Fitch Group is owned by Hearst. At Fitch Ratings, credit analysts play a pivotal role in moving markets, as quality credit analysis is the lifeblood of our organization. With a legacy of over a century, our unique approach to credit ratings offers unmatched opportunities for professional growth. Embracing a "challenger mindset," you'll join a team dedicated to innovating service to our clients. Our people-driven analysis thrives on collaboration across all levels and locations, surpassing traditional financial modeling. Lastly, as part of our global community, you'll find inspiration, challenge, and support, with ample opportunities for visibility and influence in the global financial marketplace. Want to learn more about a career as a credit analyst at Fitch Ratings? Visit: https://careers.fitch.group Fitch Ratings is adding a highly motivated commercial real estate finance professional to analyze commercial mortgage-backed securities. Successful candidates should demonstrate the ability to analyze and develop credit opinions relating to CMBS transactions, communicate credit opinions to the public and publish research on transactions and industry trends. About the team: Fitch Ratings is a global company with a presence in over 30 countries, offering opportunities to work with diverse teams and clients from around the world. An opportunity to be part of a team of analysts performing CRE analysis on securities loans. Provide Fitch's opinions and perspectives to investors and other market participants on all North American CMBS transactions. A team-oriented work environment. How You'll Make an Impact: Identify and assess credit strengths and risks of commercial real estate properties, and the related loan structures in U.S and Canadian CRE markets, and property cash flow underwriting and valuations. Use quantitative skills to analyze property and loan level characteristics and industry trends. Communicate rating conclusions to credit committee. Publish detailed transaction reports, rating commentaries and research reports. You May be a Good Fit if have: Bachelor's degree 5 plus years direct experience underwriting, valuing or working out commercial real estate Expertise in Excel and Word. Strong analytical, quantitative, and organizational skills, including ability to multitask. Familiarity with commercial property types. Effective communication skills including strong writing ability. Ability to shift fluidly between multiple projects as priorities change. What Would Make You Stand Out: Securitization or capital markets experience a plus. Loan workout and/or lending experience a plus. Why choose Fitch? Hybrid Work Environment: 3 days a week in office required based on your line of business and location A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch's credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch Ratings you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work. Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. FOR CHICAGO :Expected base pay rates for the role will be between $110,000 and $135,000. Actual salaries will be determined on an individualized basis and may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base pay is one part of Fitch's total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, long-term incentives, and other benefits sponsored by Fitch. #LI-MH1 #LI-HYBRID Nearest Major Market: Chicago

Posted 3 weeks ago

I
icapitalnetworkGreenwich, CT
About the Role iCapital is looking for an Assistant Vice President to join its Fund Finance Private Equity team to focus on Private Capital Fund Accounting and Administration duties. This individual will work closely with other team members, vendors, management, and clients on a variety of accounting and reporting processes. This role will report to the Vice President, Fund Finance Private Equity. Responsibilities Work with third-party administrators to ensure all quarterly valuations are completed in a timely manner, general ledger entries are accurate, and investments are valued in accordance with fair value market principles. Review fund expenses and accruals and compare them to annual budgets to identify outliers and propose adjustments as necessary. Review investor allocations to confirm profits, losses, and fees are calculated in accordance with the partnership operating agreements. Approve investor capital account statements on a quarterly basis. Review and approve quarterly management fee and trailer calculations. Determine review of third-party administrator's preparation and coordination of investor capital calls and distributions, in coordination with the third-party administrator, including investor allocation calculations and call and distribution notices. Reconcile accounting data between iCapital and third-party administrator, using automated tools and applications. Coordinate with internal and/or external parties to resolve discrepancies. Liaise with underlying fund managers when required. Handle ad hoc requests. Monitor fund's compliance with the partnership operating agreement terms. Review of the preparation of annual fund financial statements in accordance with US GAAP. Qualifications Bachelor's degree in accounting or finance 8+ years of financial services or Asset Management accounting and operations experience. Alternative Investments Fund Administration and Operations is a plus Advanced degree and/or credentials, or progress towards, such as MBA, CPA, CFA, or CAIA Designation is a plus Passion for the application of innovative technology Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment Strong verbal, written, and interpersonal communication skills High level of integrity Willingness to learn new topics and work in an evolving business environment Organized and detail oriented with big picture capability Benefits The base salary range for this role is $110,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Posted 2 weeks ago

Finance Provider Specialist-logo
Sentara HealthcareVirginia Beach, VA
City/State Virginia Beach, VA Work Shift First (Days) Overview: The Finance Provider Specialist analyzes, audits, reconciles, researches and reports to prepare payment adjustments to reduce medical claims expense in accordance with legal statutes, policy provisions and company guidelines. This position is responsible for interacting regularly with internal and external customers as it relates to provider refunds, vendor payments, negative balance collections, subrogation negotiation and collection analysis. 5 years Accounting/Auditing or 5 years Account Receivables experience required in lieu of degree. Collections experience preferred. Education Associates Level Degree preferred 5 years Account Receivables experience required in lieu of degree. Certification/Licensure No specific certification or licensure requirements Experience 5 years Accounting/Auditing or 5 years Account Receivables experience required in lieu of degree. Collections experience preferred. Benefits: Caring For Your Family and Your Career Medical, Dental, Vision plans Adoption, Fertility and Surrogacy Reimbursement up to $10,000 Paid Time Off and Sick Leave Paid Parental & Family Caregiver Leave Emergency Backup Care Long-Term, Short-Term Disability, and Critical Illness plans Life Insurance 401k/403B with Employer Match Tuition Assistance - $5,250/year and discounted educational opportunities through Guild Education Student Debt Pay Down - $10,000 Reimbursement for certifications and free access to complete CEUs and professional development Pet Insurance Legal Resources Plan Colleagues have the opportunity to earn an annual discretionary bonus if established system and employee eligibility criteria is met. Sentara Health is an equal opportunity employer and prides itself on the diversity and inclusiveness of its close to an almost 30,000-member workforce. Diversity, inclusion, and belonging is a guiding principle of the organization to ensure its workforce reflects the communities it serves. In support of our mission "to improve health every day," this is a tobacco-free environment. For positions that are available as remote work, Sentara Health employs associates in the following states: Alabama, Delaware, Florida, Georgia, Idaho, Indiana, Kansas, Louisiana, Maine, Maryland, Minnesota, Nebraska, Nevada, New Hampshire, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Posted 5 days ago

PMO Analyst Finance And Change-logo
EquinitiMinnesota, GA
Management Level H Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc. and Astrella Private Company Solutions, Inc. Learn more at: www.equiniti.com/us EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Summary We are seeking a highly skilled and detail-oriented TMO (Transformation Management Office) Lead - Finance & Change Control to oversee financial governance and change management across complex project and program portfolios. Reporting into the TMO Senior Lead, this role will serve as a critical liaison between the TMO, Finance, and key project and program stakeholders to ensure that all financial and change control processes are efficiently managed, reported, and aligned with organizational strategy. This position will primarily be onsite with some flexibility to work from home. Travel within the US may be required. Responsibilities Financial Governance & Oversight Maintain and improve PMO financial frameworks, including budgeting, forecasting, and cost tracking for projects and programs Monitor financial performance against budgets, providing variance analysis and actionable insights Collaborate with Finance to ensure accurate month-end reporting, accruals, and CAPEX/OPEX classifications Support business case development, financial modelling, and return on investment (ROI) analysis as required Change Control Management Maintain and improve the structured change control process across all projects and programs Review, assess, and coordinate the approval of change requests (scope, budget, schedule, resources) Maintain change logs and ensure transparent documentation of impacts and decisions Provide training and guidance on change control processes to project teams PMO Operations & Reporting Lead PMO financial and change control reporting to senior management, steering committees, and executive stakeholders Drive continuous improvement of PMO tools, templates, and processes related to finance and change control Ensure compliance with organizational policies, audit requirements, and regulatory standards Support risk and issue management as it relates to financial and change implications Skills, Capabilities and Attributes Bachelor's degree in business, education, or a related field 4+ years of experience in change management Proven experience in a PMO, project finance, or change control role (5+ years preferred) Strong financial acumen with experience in project/program budgeting, forecasting, and reporting Expertise in change management within a project or program delivery environment Advanced Excel and experience with project portfolio management tools (e.g., MS Project, JIRA, or similar) Strong analytical, communication, and stakeholder management skills Experience within Financial Services Compensation $45.00-51.00 hourly Equal Opportunity Statement We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.

Posted 30+ days ago

Finance Sector Leader-logo
Hdr, Inc.brentwood, NY
About Us At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered to bring their authentic selves and novel ideas to work every day. As we work to weave diversity, equity, and inclusion into our work and foster a sense of belonging throughout the company and within our communities, we constantly ask ourselves: What is our impact on the world? Watch Our Story:' https://www.hdrinc.com/our-story ' Each and every role throughout our organization makes a difference in our ability to change the world for the better. Read further to learn how you could help make great things possible not only in your community, but around the world. Primary Responsibilities In the role of Finance Sector Leader, we'll count on you to: Reporting into the Global Finance Market sector Director the candidate will have a focus on client development and management in the NA region, serving as a client manager and project manager for future assignments and pursuits with key clients in North America. This individual will be expected to identify and develop project opportunities, serve as a pursuit champion, and act as a resource for HDR pursuits. Duties will also include planning, directing, and monitoring all aspects of large multi-discipline projects or medium-sized projects with a high degree of technical complexity. The position will be the responsible for assessing the marketplace and determining the best business approach to win and secure contracts. Their business development efforts will need to work cross-sector with other market sectors as well as other market sectors in other business groups. Serve as the Client Manager for selected key clients and be active and visible in the industry. Promote the marketing and delivery of all HDR services to these clients. Work with Business Group Managers on development and delivery of area and department aerospace sector initiatives. Work with the client development leaders to drive client development and pursuit processes. Support selected pursuits through client relationship development and/or through development of strategy and participation in pursuit activities. Participate in industry associations and serve as a company role-model in business and community organizations. Identify key investments (acquisitions and technology) that will maintain or drive HDR into industry leadership position. Develop relationships with industry counterparts in other consulting organizations. Develop relationships with senior leadership in key client organizations. The position will seek opportunities to enhance our practices so that we will best perform within the marketplace to win new work and to provide opportunities for staff growth and development. They will also lead and/or assist with the identification and recruitment of prospective future Finance sector employees. Work with the business class directors and practice groups to drive technical excellence and coordinate technical staff to support the program and marketing efforts. Lead the area in identifying needs and opportunities for new and improved technical services and products so as to maximize the depth, effectiveness and efficiency of the practice. Work with the NA CDLs and sales related staff to coordinate staffing/recruiting plans for key hires and assist local leadership as necessary with local hires. Identify resource gaps and support talent management and recruiting. The position will assist the Area Business Group Managers to deliver services within the Finance sector. Key responsibilities consist of helping to drive client management, monitoring and taking action regarding market sector profit and loss, ensuring project delivery and supporting the QA/QC program. Facilitate cooperation and eliminate hurdles and barriers to success. Monitor NA Finance sector performance indicators NFE/NFB/profits/positive equity/AR/losses/investments. Work with area business group leadership to implement process improvements and leverage work sharing to meet or exceed planned goals. Be aware of staff workload and facilitate work sharing within the commercial real estate sector; promote effective use of company resources and assist in applying key staff/expertise to projects. Assist with contract review on key projects to help ensure risk management, proper staffing, quality reviews and resolution of claims. Promote Quality Assurance/Quality Control; work with business class and area leadership to assist the local programs with key technical expertise to support marketing and project activities. Facilitate development and dissemination of "lessons learned". Take on Project Management Assignments that make sense for this leadership role. Preferred Qualifications: BS degree in discipline related to the position (Construction/Engineering/Architecture). PE Preferred Minimum 10 years of experience in Finance sector. Must include a significant Finance client portfolio. Experience with delivering Finance projects in the role of project manager. PMP Preferred Experience with leading and mentoring project management staff Excellent writing and communication skills. Ability to work independently to drive the success of project teams. Willingness to travel predominantly in NA but limited overseas. Proven track record of sales success. Planning & Budgeting experience Involved in industry associations. Required Qualifications Bachelor's Degree in an engineering, planning or a related field A minimum of 10 years of industry experience If an engineer, maintain engineering registration Experienced in development and management of strategic marketing programs for planning and/or engineering services Experienced in development and management of a wide range of client relationships and specific program and/or project pursuits Experienced in overall staff development to include recruiting, career path and professional growth Experienced with industry associations and maintains a visible profile in the market sector Ability to work cooperatively with Area Market Sector Directors, Market Sector Directors, Business Class Directors, Regional Business Group Director, Area Business Group Managers, Area Marketing Managers and Area Managers Demonstrated commitment to HDR values. An attitude and commitment to being an active participant of our employee-owned culture is a must What We Believe HDR is our company. Together, we build on each other's life experiences and perspectives to make great things possible every day. This shapes our collaborative culture, encourages organizational trust and connects us closer to the clients and communities we serve. Our Commitment As employee owners, we all have a role in creating an inclusive environment where each of us is welcomed, valued, respected and empowered to bring our authentic selves to work every day. Our eight Employee Network Groups (Asian Pacific, Black, Hispanic/Latino(a), LGBTQ , People with Disabilities, Veterans, Women, Young Professionals) help create a sense of belonging and foster a supportive environment where everyone is empowered to engage and contribute. Each group has an executive sponsor and is open to all employees.

Posted 30+ days ago

Finance Manager-logo
Compass Group USA IncColumbus, OH
Levy Sector LOCATION: Located in beautiful downton Columbus, Ohio. Lower.com Field is home of the 2024 Leagues Cup Champion, Columbus Crew! Different perspectives make us better. We're committed to creating an equal opportunity and fair treatment environment, where learning and growing together is just part of our every day. An environment where you can be your authentic self. About Levy The disruptor in defining the sports and entertainment hospitality experience, Levy is recognized as the market leader and most critically acclaimed hospitality company in its industry. Twice named one of the 10 most innovative companies in sports by Fast Company magazine and one of the top three Best Employers for Diversity in America by Forbes, Levy's diverse portfolio includes award-winning restaurants; iconic sports and entertainment venues, zoos and cultural institutions, theaters, and convention centers; as well as the Super Bowl, Grammy Awards, US Open Tennis Tournament, Kentucky Derby, and NHL, MLB, NBA, NFL, and MLS All-Star Games. Job Summary As a Finance Manager, you'll be part of the team responsible for ensuring the accurate management and reporting of the location's finances - working with the location and Home Office leadership team to develop action plans to continually drive financial performance. The ideal candidate will be an experienced and dynamic Finance/Accounting professional. They will understand financial concepts and how these relate to operational procedures and outcomes. Detailed Responsibilities Maintains accurate and efficient filing of financial archive files and data Builds and maintains strong relationships with clients, guests, subcontractors, not-for-profits and Levy team members Acts as a liaison with the team, including partner's operational team, Levy team and other areas as needed to ensure efficient operational performance Ensures required department reports are completed and information is compiled at month-end closing Ensures team members adhere to Levy guidelines as stated in the team member training manual and employee handbook Completes assigned MAP objectives to achieve financial services goals Manages payroll, accounts payable and accounts receivable process Ensures all payroll information is accurate and submitted on a timely basis Ensures all sales reports and financial statements are accurate prior to distribution Clearly communicates financial results to management on a regular basis Provides accurate and targeted financial analysis as requested Interviews, hires, trains and develops team members according to Levy guidelines Other duties, as assigned Skills and Experience 3 + years in a Finance/Accounting role Operational experience in food and beverage is preferred Business Degree and/or CPA certification is preferred High level of computer literacy Excellent interpersonal and stakeholder management skills Ability to work non-standard hours as dictated by event schedule Curious about Life at Levy? Check it out: Levy Culture Levy is a member of Compass Group USA. Compass Group/Levy is an equal opportunity employer. At Compass/Levy, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. We encourage applicants with a criminal history (and driving history) to apply. Applications are accepted on an ongoing basis. At Levy, team = family. And we'll always take care of family, learn more about Levy benefits offered. Medical Dental Vision Life Insurance/ AD Disability Insurance Retirement Plan Flexible Time Off Plan Paid Parental Leave Holiday Time Off (varies by site/state) Personal Leave Associate Shopping Program Health and Wellness Programs Discount Marketplace Identity Theft Protection Pet Insurance Commuter Benefits Employee Assistance Program Flexible Spending Accounts (FSAs) Levy maintains a drug-free workplace. Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information. Req ID: 1452697 Levy Sector [[Cust_clntAcName]] DAVID MAJESKI [[req_classification]]

Posted 6 days ago

Staff Engineer - Finance Data Specialist (Remote)-logo
Geico InsuranceDallas, TX
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose. When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Job Description: Staff Engineer - Finance Data Specialist GEICO is seeking Finance Data specialists to support the build out of a Finance Data Warehouse/Lake by partnering with both Finance and Technology teams to redesign the way they use their technologies in managing GEICO's business. This individual must have strong functional and technical Finance Systems background to partner with the Business ensuring effective discussions to drive the capture, transformation, and utilization of Finance data to meet Business goals. The Staff Engineer, Finance Data Specialist will report to the Senior Manager of Finance Data & Analytics and will provide solutions on how to build out, maintain, and support a Finance Data repository to support FP&A processing and analytics while also supporting the larger Finance organization's need for Finance data. The Finance Data Specialist will work with multiple Finance and Technology leaders to support the build out the company's Finance Data Warehouse/Lake to provide a central repository for all Financial related transactions so it can be a reconciled source of truth for processing and the source for Revenue and Expense analytics. This role is also accountable to support the delivery of technology solutions that will support FP&A Planning/Budgeting, financial reporting, Revenue/Expense Analytics, and the build out of the Finance Data Warehouse to become a reconciled source to allow the GL to become a "thin" ledger. The ideal candidate has deep Finance Systems experience across multiple companies, a background in ERP and Finance Data Warehouses from both technical and functional aspects and has supported the deployment of best practices leveraging their broad knowledge of various ERPs (e.g. Oracle; Workday; SAP or PeopleSoft). Prior Financial Systems experience is needed to be considered. Position Responsibilities As a Staff Engineer, Finance Data Specialist supporting Finance functions you will: Leverage your strong Functional and Technical systems expertise to drive towards the right solution to support the department and GEICO's current and future needs Engage in cross-functional collaboration throughout the entire software lifecycle Support design sessions with peers to ensure systems are well designed, efficient, and meet Business expectations Collaborate with Finance Leaders within the FP&A, Controllers, Financial Reporting, and Finance QA & Systems team along with the Data Engineering and Finance Technology leaders to ensure organizational goals are met Have a deep understanding of a few Finance functions to support the establishment of a vision and technology roadmap to build out a Finance Data Lake/Warehouse Have a good understanding of finance data lake/mart with Data processing/data transformation using ETL/ELT tools such as Informatica, DBT, etc. Experience with designing, developing, implementing, and maintaining solutions for data ingestion and transformation projects Experience working with cloud data solutions (Delta Lake, Iceberg, Hudi, Snowflake, Redshift or equivalent) Support the development of a roadmap and then work towards implementing Revenue and Expense Analytical solutions Support and try to influence customers and stakeholders, and work through divergent expectations Support the implementation of a strong control and governance framework and maintain it for SOX and Audit reviews Support Business and Technology discussions at various levels to ensure alignment towards long term goals of Finance and Technology Analyze and translate business and functional specifications and change requests into technical specifications Share best practices and improve processes within and across teams Qualifications 15+ years of Finance Systems experience with industry leading ERP solutions (e.g. implementing and supporting Oracle; Workday; SAP or PeopleSoft) 3+ years of experience in implementing and supporting FP&A applications (Preferred) 3+ years working with or supporting a Finance Data Lake/Warehouse/Mart along with various Financial Reporting tools Good understanding of Dimensional Data Modeling Strong working knowledge of Data processing/data transformation using ETL/ELT tools such as Informatica, DBT, etc. Strong working knowledge of SQL and the ability to write, debug and optimize SQL queries and ETL jobs Experience working with Financials via the major vendors (e.g. PeopleSoft; Oracle EBS; Oracle Cloud; Workday; or SAP) Finance domain expertise to be able to work with senior Finance leaders to interpret their process and functional needs into system solutions Good understanding of FP&A Budgeting, Planning, and forecasting processes Experience in implementing or supporting Revenue or Expense analytical solutions via tools such as Power BI, Tableau, etc. Good understanding of accounting process and reporting expectations to partner with Finance teams Ability to communicate and work directly with users across Technology and Finance Sound understanding of project management techniques, methodologies, and best practices Strong problem-solving abilities Ability to excel in a fast-paced environment Knowledge and experience with the software development life cycle Ability to work independently and in a team-oriented collaborative environment Education Bachelor's degree in Computer Science, Information Systems, Engineering, Business Administration, or equivalent education or work experience Annual Salary $115,000.00 - $260,000.00 The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations. At this time, GEICO will not sponsor a new applicant for employment authorization for this position. The GEICO Pledge: Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs. We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives. Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels. Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers. Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future. Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being. Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance. Access to additional benefits like mental healthcare as well as fertility and adoption assistance. Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year. The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled. GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.

Posted 1 week ago

T
Truist Financial CorporationRaleigh, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Truist Senior Internal Auditor is responsible for assisting in the completion and documentation of risk based internal audit assurance activities that may include complex assignments. The Truist Senior Internal Auditor will interpret the results of audit work performed, determine internal control weaknesses, and make value-added recommendations. On occasion, the Truist Senior Internal Auditor may lead segments or primary elements of smaller audits or special reviews. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Prepare for and lead effective client interviews and document interview results via narratives, flowcharts and process maps for complex business processes. Analyze process documentation to evaluate design effectiveness and efficiency of controls. Design and execute testing strategy by incorporating the use of data analytics. Identify internal control weaknesses, including risks, and root cause. Assist in guiding junior team members to enhance achievement of goals and objectives Present and effectively communicate identified audit issues to Management and the Engagement Manager. Develop advanced audit skills and begin developing risk assessment and project management skills Deepen knowledge of the organization, operations, policies and procedures (including banking laws and regulations) under which Truist operates. Create work papers in line with Truist Audit Services procedures and documentation requirements. Work independently with minimal oversight to ensure work is completed on time and within deadlines. Receive constructive feedback and apply to future assignments. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in accounting, business or related field or equivalent education and related training or experience. Four to six years of banking, auditing or other relevant experience related to area of responsibility. Good decision-making skills. Strong knowledge of audit principles, practices, and methodologies including risk assessment, and audit documentation. Good aptitude for learning analytical, audit and/or facilitation skills. Ability to grasp the underlying concepts in complex information. Ability to identify root causes of problems. Ability to formulate solutions based on a synthesis of information. Proficiency in computer applications, such as Microsoft Office software products. Ability to manage multiple priorities of varying complexities. Ability to work independently with minimal oversight. Preferred Qualifications: Possess appropriate professional certification or be a certification candidate. Possess knowledge of Truist Audit Services audit software and business specific software. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Senior Staff Engineer - Finance Data Specialist (Remote)-logo
Geico InsuranceLouisville, KY
Job Description: Sr Staff Engineer - Finance Data Specialist GEICO is seeking experienced Finance Data specialists to provide expertise and guidance in supporting the build out of a Finance data lake/warehouse. This individual must have the ability to provide coaching to business teams and technologists by guiding, planning, and partnering at various levels. This specialist will partner with the engineering teams in the establishment of a new Finance Data Warehouse. This role requires strong functional and technical Finance Systems background to partner with the Business and have effective discussions driving the capture, transformation, and utilization of Finance data to meet Business goals. The Senior Staff Engineer, Finance Data Specialist will report to the Senior Manager of Finance Data & Analytics and will provide solutions on how to build out, maintain, and support a Finance Data Warehouse/Lake to support FP&A processing and analytics while also supporting the larger Finance organization's need for Finance data. This role will work with multiple Finance and Technology leaders to set the strategy for building out the company's Finance Data Warehouse/Lake to provide a central repository for all Financial related transactions so it can be a reconciled source of truth for processing and the source for Revenue and Expense analytics. The individual in this role will be a key advisor and partner to the Finance Leadership to redesign the way they use their technologies in managing GEICO's business. The Finance Data Specialist is also accountable to support the delivery of technology solutions that will support FP&A Planning/Budgeting, financial reporting, Revenue/Expense Analytics, and the build out of the Finance Data Warehouse to become a reconciled source to allow the GL to become a "thin" ledger. The ideal candidate has deep Finance Systems experience across multiple companies to support deploying best practices, leveraging their broad and deep knowledge of various ERPs (e.g. Oracle; Workday; SAP or PeopleSoft). Prior Financial Systems experience is required, with a deep understanding of the functional and technical aspects of ERP and Data Warehouse systems. Position Responsibilities As a Senior Staff Engineer, Finance Data Specialist supporting Finance Systems you will: Leverage your deep Functional and Technical systems expertise to drive towards the right solution to support the department and GEICO's current and future needs Engage in cross-functional collaboration throughout the entire software lifecycle Lead design sessions with peers to ensure systems are well designed, efficient, and meet Business expectations Collaborate with Finance Leaders within the FP&A, Controllers, Financial Reporting, and Finance QA & Systems team along with the Data Engineering and Finance Technology leaders to ensure organizational goals are met Have a deep understanding of Finance functions to support the establishment of a vision and technology roadmap to build out a Finance Data Lake/Warehouse Have a good understanding of finance data lake/mart with Data processing/data transformation using ETL/ELT tools such as Informatica, DBT, etc. Experience with designing, developing, implementing, and maintaining solutions for data ingestion and transformation projects Experience working with cloud data solutions (Delta Lake, Iceberg, Hudi, Snowflake, Redshift or equivalent) Support the development of a roadmap and then work towards implementing Revenue and Expense Analytical solutions Work with Business Sponsors to develop project roadmaps which align to business objectives and sequenced by priority and resource availability Support and influence customers and stakeholders, and work through divergent expectations Support the implementation of a strong control and governance framework and maintain it for SOX and Audit reviews Support Business and Technology discussions at various leadership levels to ensure alignment towards long term goals of Finance and Technology Analyze and translate business and functional specifications and change requests into technical specifications Consistently share best practices and improve processes within and across teams Qualifications 20+ years of Finance Systems experience with industry leading ERP solutions (e.g. implementing and supporting PeopleSoft; Oracle EBS; Oracle Cloud; Workday; or SAP) 5+ years of experience in implementing and supporting FP&A applications (Preferred) 5+ years working with or supporting a Finance Data Lake/Warehouse/Mart along with various Financial Reporting tools Solid understanding of Dimensional Data Modeling Strong working knowledge of Data processing/data transformation using ETL/ELT tools such as Informatica, DBT, etc. Strong working knowledge of SQL and the ability to write, debug and optimize SQL queries and ETL jobs 5+ years as a lead or architect supporting Financials via the major vendors (e.g. PeopleSoft; Oracle EBS; Oracle Cloud; Workday; or SAP) Deep Finance domain expertise to be able to work with senior Finance leaders to interpret their process and functional needs into system solutions Strong understanding of FP&A Budgeting, Planning, and Reforecasting processes Experience in implementing or supporting Revenue or Expense analytical solutions via tools such as Power BI, Tableau, etc. Strong understanding of Accounting process and reporting expectations to partner with senior Finance Leaders Ability to communicate and work directly with leaders across Technology and Finance Sound understanding of project management techniques, methodologies, and best practices Strong problem-solving abilities Ability to excel in a fast-paced environment Knowledge and experience with the software development life cycle Ability to work independently and in a team-oriented collaborative environment Education Bachelor's degree in Computer Science, Information Systems, Engineering, Business Administration, or equivalent education or work experience Annual Salary $115,000.00 - $260,000.00 The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations. At this time, GEICO will not sponsor a new applicant for employment authorization for this position. The GEICO Pledge: Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs. We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives. Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels. Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers. Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future. Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being. Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance. Access to additional benefits like mental healthcare as well as fertility and adoption assistance. Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year. The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled. GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.

Posted 30+ days ago

I
Ingredion Inc,Westchester, IL
About Ingredion: Join Ingredion, where innovation impacts lives worldwide! Without even realizing it, you've experienced our work in your favorite chocolate, your pet's food, the paper you write on, and your everyday snacks. As a global powerhouse across more than 60 industries, we harness the potential of natural ingredients to transform lives. Whether you're just starting your career or bringing years of experience, there's a place for you here to make a real difference. Be part of our team that values a wide range of perspectives and is committed to shaping a better world with every product we create. Location: Westchester, IL Workplace Type: Hybrid The Senior Analyst, Operations Finance will be responsible for supporting the Manager, Operations Finance in the preparation of financial forecasts, performing financial analysis, and providing sufficient periodic financial information and solutions to support the US / Canadian regional business planning and decision making processes as they relate to the Division's strategy and business objectives. Position will report to the Manager, Operations Finance. What you will do: Consolidate F&II operations data and evaluate monthly, quarterly, and annual results against forecasts identifying gaps in KPIs and highlighting risk and opportunities. Assist in the preparation, review, and analysis of annual budgets and periodic forecasts with an emphasis in fixed cost analysis while supporting the development of the regional operations finance reporting packages. Evaluate monthly, quarterly, and annual results against forecasts identifying performance drivers and highlighting risk and opportunities. Keep appraised of business developments to assess financial impacts, make value-added recommendations and prepare ad hoc analyses for executive team that facilitate sound business decisions, forecasts, and strategies. Assist in the planning process for manufacturing expense and purchased finished goods for F&II US/CAN in support of periodic financial forecasts for FP&A for F&II Segment. Support our manufacturing plants with finance partnership for improved fixed manufacturing cost forecasting and all areas of the SAP related planning processes. Prepare monthly, quarterly, and annual segment forecasting and budgeting reports for management review related to manufacturing expenses. Provide necessary financial data to support and facilitate the day-to-day operations and long-term decision making of the segment's management team. Support the development of new and streamline existing processes and systems as required to ensure more efficient delivery of value-add information to stakeholders. Work on special projects focused on accounting, financial analysis, financial forecasting, or financial reporting as required. Serve as a finance partner in assessing procurement cost reduction initiatives, and associated tracking of realized savings. Build and maintain effective working relationships with both internal and external customers that will help facilitate effective decision making. Analysis and interpretation of manufacturing variable and fixed costs. Producing and monitoring Intercompany and Inter regional pricing. What you will bring: Bachelor's degree in Finance or Accounting; CPA or MBA a plus 3-5 years of experience in financial analysis, reporting, budgeting, forecasting, and accounting or auditing, preferably at a public company Working experience with SAP, SAP BW/SAPA, SAP BPS/BI-IP and BPC Strong computer skills with knowledge in the use of Excel, PowerPoint, & Power BI Demonstrated the ability to meet deadlines and deal efficiently and effectively with dynamic change to deliver results timely and accurately Demonstrated ability to identify issues, develop solutions, and make and support decisions to resolve problems and take advantage of opportunities Be able to analyze financial results and assess financial/strategic impacts of business decisions Who you are: Be a dedicated team player with an innovative mind-set to develop and implement internal process improvements Embrace changes and are open to new ideas and approaches Demonstrated ability to plan & coordinate multiple projects simultaneously Have strong written, verbal communication and presentation skills. In this role, you must be able to convey information to all levels of the organization in a clear, focused, and concise manner Have strong analytical, organizational and problem solving skills Why Join Ingredion? Discover why Ingredion is the ideal place to advance your career with our exceptional rewards and benefits package designed to help you thrive. Create the future with us and enjoy: Total Rewards Package- Competitive salary and performance-based pay recognizing your contributions to our success Comprehensive Benefits & Wellness Support- Health, long-term savings, and resources for your physical, mental, and emotional well-being Flexible Work Arrangements- We value flexibility to support you both professionally and personally Career Growth- Learning, training, and development opportunities, including tuition reimbursement Employee Recognition Program- A culture of real-time appreciation, with personalized recognition rewards globally Employee Discount Program- Provides exclusive discounts on everyday products, services, and travel #LI-BS1 We are an equal opportunity employer and value diversity at our company. Ingredion seeks to provide a work environment that is free from harassment and discrimination. We will not tolerate any form of discrimination based on race, color, religion, age, gender, gender identity, gender expression, national origin, ancestry, handicap or disability-mental or physical-marital status, sexual orientation, veteran status, disability resulting from military service, or any other classification protected by law ("protected classifications"). We are committed to establishing and maintaining a work environment where everyone is treated with dignity and respect. Ingredion provides accommodations to job applicants with disabilities throughout the hiring process. If a job applicant requires an accommodation during the application process or through the selection process, we will work with the applicant to meet the job applicant's accommodation needs. Relocation Available: No Pay Range: $98,800.00-$131,733.33 Annual This pay range is not a guarantee of compensation or salary. Final base salary will be determined based on several factors which may include but are not limited to responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data and applicable bargaining agreement (if any). Incentive Compensation: As a part of the total compensation package, this role may be eligible for the Ingredion Annual Incentive Plan or a role-specific commission/bonus. Benefits: Full-time roles are eligible for our comprehensive benefits package which includes medical, dental and vision coverage as well as a 401(k) plan with an competitive company match.

Posted 3 weeks ago

2025-2026 Manager Of Finance-logo
Crescent City SchoolsNew Orleans, LA
The Manager of Finance is Responsible For: Embodying, advocating, and operationalizing the mission, vision, and strategic direction of Crescent City Schools Creating & submitting federal, state, and local grant reimbursement requests, expense reports, budgets, and amendments; tracking grant expenses against budgets Managing accounts payable Managing accounts receivable Managing the organization's credit card program Manages contracts for some services shared across the schools Assisting with the financial month close process, including performing accounting data entry Producing accurate financial reports for regular state reporting Assisting in the creation and production of records required for annual audits Reviewing monthly benefits bills for accuracy Managing the teacher certification and staff licensing processes Supporting the Chief Operating Officer, Director of Finance, Director of Human Capital, and Director of Development Participating in the life of the schools within the network by attending staff meetings and celebrations, and providing support as needed What We Offer: Click here for more information about our innovative compensation system. This role is on the Lead Scale. Click here for more information about our award-winning benefits package, which includes fully-paid health insurance, immediate 4% 401k match, employer-paid mental health services, and generous leave policies. Apply now if you: Believe in the mission and values of Crescent City Schools Have a BA or BS degree Have a strong familiarity with accounting principles Have experience performing basic not-for-profit accounting Experience with Quickbooks preferred Can demonstrate a working knowledge of the Mac computer platform and Google Sheets Have the ability to work on and prioritize multiple projects and drive all to completion Have the ability to think strategically about the organization's big picture finances, coupled with the willingness to execute the day-to-day finance tasks Are extremely detail-oriented Possess strong organizational skills Can demonstrate effective communication skills Can work well within a team environment Have a strong service-oriented mindset Thrive in a fast-paced environment Have the ability to work on and prioritize multiple projects and drive all to completion Demonstrate maturity, humility, a strong work ethic, a sense of humor, and a roll-up-my sleeves attitude Physical Requirements This is a hybrid role. You will spend most of your time in school-based offices, with the possibility of some remote work over time. Regularly required to sit, stand, walk, talk, hear, operate a computer and other office equipment, reach with hands and arms, and must occasionally lift and/or move up to 20 pounds About Crescent City Schools Crescent City Schools is a nonprofit Charter Management Organization whose mission is to support and develop open-enrollment charter schools that raise student achievement and prepare students for college. Crescent City Schools currently operates three PreK-8th grade open-enrollment charter schools: Harriet Tubman and Dorothy Height Charter Schools on the West Bank and Mildred Osborne Charter School in the Kenilworth neighborhood. Our organization creates life-changing educational experiences for students and, through this work, transforms a city. At Crescent City Schools, we believe in inspiring people. And we firmly believe our success is driven by dedicated and talented employees. Crescent City Schools is committed to attracting and retaining the best professionals in education with an array of backgrounds, experiences, and perspectives.

Posted 1 week ago

B
BMO (Bank of Montreal)Chicago, IL
Application Deadline: 08/22/2025 Address: 320 S Canal Street Job Family Group: Customer Shared Services Provides loan servicing and monitoring support for corporate and commercial lending portfolios in a professional and timely manner. Delivers agreed lending/financing services as specified in the credit agreement/approval and ensures all required policies, guidelines and standards are met. Acts as a subject matter expert and first contact for escalation. Assists in processing more complex transactions and customer requests. Addresses customer services issues according to established parameters, escalating as required. Provides advice and guidance to assigned business/group on implementation of solutions. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements. Investigates and addresses specific customer issues. Organizes work information to ensure accuracy and completeness. Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required. Supports the development of tools and delivery of training focused on delivering business results. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Collaborates to execute loan servicing and monitoring requests. Prepares customer notifications and billings, and processes services and transactions including (but not limited to) loan advances/payments, wire transfers, billing for principal/interest/fees, monitoring collateral positions, financial exceptions, etc. Executes and manages documentation to ensure that records are maintained in a proper manner. Analyzes data and information to provide insights and recommendations. Collaborates with internal and external stakeholders to deliver on business objectives. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Builds effective relationships with internal/external stakeholders. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Knowledge and understanding of business unit's products and services, processes and controls- Good Knowledge of standard desktop applications and department systems and applications- Good. Understanding of business unit's risk and regulatory requirements- Good. Ability to multi-task in a fast paced environment Specialized knowledge from education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Salary: $45,000.00 - $83,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

Oracle Cloud Finance - Senior Associate-logo
PwCGrand Rapids, MI
Industry/Sector Not Applicable Specialism Oracle Management Level Senior Associate Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 3 year(s) Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates a thorough level of abilities with, and/or a proven record of success as both an individual contributor and team member, identifying and addressing client needs by: Communicates a broad range of Firm services; Manages engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues; Supervises teams to create an atmosphere of trust and seeking diverse views to encourage improvement and innovation; Answers questions and provides direction to junior staff; and, Coaches staff including providing timely meaningful written and verbal feedback. Demonstrates thorough abilities and/or a proven record of success leading efforts in consulting, designing, implementing, and supporting Oracle applications-based solutions, including the following: Participates in the improvement of business processes, including but not limited to the following Oracle application-packaged modules including Oracle Cloud, EBS, PeopleSoft; Understands the common issues facing PwC's clients of all Industries and Sectors; Demonstrates thorough abilities and/or a proven record of success with one or more Oracle Cloud, Oracle EBS, or Oracle PeopleSoft application modules including; Designs, implements, and supporting business processes in an Oracle environment; Designs, builds, tests, and deploys various Oracle solutions; Builds relationships with clients; Develops an awareness of Firm services; Provides functional specialization to troubleshoot production issues and testing enhancements within Oracle Cloud applications; Determines the root cause of incidents and making recommendations for prevention in the future; Communicates with the client in an organized and knowledgeable manner; Delivers clear requests for information; Demonstrates flexibility in prioritizing and completing tasks; and, Communicates potential conflicts to a supervisor; Demonstrates thorough abilities and/or a proven record of success as a team member by: Understands personal and team roles; Contributes to a positive working environment by building relationships with team members; Seeks guidance, clarification, and feedback proactively; and, Provides guidance, clarification, and feedback to less-experienced staff. Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Manager, Strategic Finance-logo
quipNew York, NY
DESCRIPTION quip is a design-led oral health and wellness company that launched in 2015 and is on mission to change oral care habits from a have-to chore to a want-to ritual. quip creates bold, simple, design driven products that are backed by science and intuitive to use, which empower everyone to proactively make their mouth part of their daily wellness routine. quip's current personal care offerings include the American Dental Association accepted (ADA seal) adult and kid electric toothbrushes, smart brushes, rechargeable water flosser, refillable floss string, refillable gum and mints. All products are designed to help people build good oral care habits. quip is a truly omni-channel business with strength in DTC, Retail, Amazon and Dental Professional DTC channels. We are looking for a Strategic Finance Manager based out of our Brooklyn office. The position requires the individual to be a leader of the Finance department and work cross-functionally within the organization. This role reports into the Director of Strategic Finance. They will be responsible for innovating, implementing and overseeing the financial aspects of the business and driving quip's financial strategy and planning. The position requires continuously assessing the company's financial performance as well as potential risks and investments. The individual will also be responsible for investor and lender relations, board presentations, and will work closely with the CFO. Base Salary: $110k-$127K This range represents anticipated base salary range for this position, in addition to competitive benefits and equity (as applicable). We carefully assess and consider several factors with each candidate, including location, role-related knowledge, experience and skills. Compensation may vary based on these considerations RESPONSIBILITIES Support the CFO and Director of Finance on annual planning and board reporting Report to Director of Strategic Finance with a focus on strategic finance, FP&A, investor and lender reporting, as well as ad-hoc analysis as needed Support financial due diligence for future fundraising efforts, large deals, contracts, etc. Assist in investor relations, including crafting board communications and fundraising materials Impact the financial planning strategy of the company by analyzing monthly, quarterly, and annual performance and risks Fully own the 3-Statement Financial Model with actualizing, forecasting, and researching efficiencies Lead budgeting cycles, with support from the broader Finance and Accounting resources including the development of budgets and subsequent variance analyses to drive accountability throughout the organization They will partner cross-functionally, using metrics and processes in the pursuit of meeting growth milestones and addressing challenges Develop cross-functional relationships and intimately understand the business, including CPG and dental services functions Anticipate risks, understand dependencies and problem solve as necessary Meet with relevant stakeholders regularly to consistently identify requirements and solicit feedback on solutions Evaluate the overall state of the company and understand where it can improve and what it is doing well Advise senior management on financial planning budgeting, cash flow, investment priorities, and policy matters Create a collaborative and supportive team environment REQUIREMENTS 5+ years of experience in mid level positions in finance, investment banking, or private equity Experience in fast-growing startup companies is a plus Adaptable and open to wearing multiple hats within a flexible start-up environment Manage time in the most efficient way to prioritize projects and daily responsibilities Capable of receiving feedback in order to execute high-level challenges Ability to challenge the executive team on key strategic and operational decisions Comfort working and communicating with all levels of the organization, including senior executives and business partners An analytical mind and advanced knowledge of financial analysis and forecasting In-depth expertise in corporate finance and accounting principles, laws and best practices Excellent organizational and leadership skills Outstanding communication and interpersonal abilities BS/BA in Accounting, Finance or relevant field; MBA/MS/MA is a plus CPA or other relevant qualification is a plus Benefits: Hybrid working environment, with an office located in the heart of DUMBO with breathtaking views of Manhattan Bridge Year round early "summer Fridays" WiFi enabled rooftop Competitive medical benefit package (with an option to opt into a premium internal dental program) Commuter benefits for parking & transit Competitive paid parental leave policy for qualifying employees Open vacation policy Dog-friendly office space 401k Tax Benefits Competitive compensation package Bonus pool eligibility Fully stocked kitchen with snacks (make sure to use your quip after snacking!) Your very own quip with employee discount packages The opportunity to help us make oral care more simple, effective and accessible! About quip quip is a modern oral health company launched in 2015 that provides thoughtfully designed personal oral care products and professional dental care services through a digital platform that makes oral care more simple, accessible, and enjoyable. The current personal care offerings include a wide selection of American Dental Association accepted (ADA seal) adult and kid electric toothbrushes, smart brushes, refillable floss pick and string, refillable mouthwash and gum, all kept fresh with a refill delivery service. quip's professional platform, which is behind quip Aligners and quipcare, is part of the company's future vision to connect personal care, oral health monitoring and professional care in one digital oral care companion app that helps access and manage all your oral care needs and guide and incentivize good oral health habits. quip is committed to promoting equality, inclusion, and diversity beyond your brushing routine. We believe our company is better equipped to care for every mouth when we listen to fresh perspectives from every voice, and in doing so, we build an equal-opportunity team of the brightest minds (and mouths)-regardless of race, gender, age, religion, sexual orientation, identity, or any other trait that makes you you. By celebrating and supporting our differences, we will thrive in our mission to improve oral health for all.

Posted 1 week ago

Finance Director, Divisional Controller-logo
Martin MariettaRaleigh, NC
Summary: We are seeking a Finance Director, Divisional Controller to join our Magnesia Specialties Division. Reporting to the Senior Vice President, Controller and Chief Accounting Officer, this position will be based in the divisional headquarters in Raleigh, NC. The Finance Director is responsible for the financial planning and analysis, business reporting, budgeting and forecasting, accounting, and internal controls, for the division. Responsibilities: Provide Insight and Analysis: Provide the business with insights and data-driven analysis to drive informed decisions, facilitate organic investment opportunities, and create additional enterprise value. Collaborate with Business Stakeholders: Actively engage with business leaders, understand their needs, and align financial strategies with overall business goals. Translate Financial Information: Translate complex financial information into actionable insights for cross-functional colleagues. Quarterly Forecasting and Annual Planning: Oversee the division's quarterly forecasting and annual planning processes. Provide timely and accurate financial projections and scenario analyses. Variance Analysis: Prepare variance analysis commentary comparing actual results to forecasts. Highlighting the critical few key drivers of performance deviations. Develop Metrics: Collaborate with business units to define relevant key performance indicators (KPIs). Monitor and report on KPIs to track business performance. Performance Reviews: Conduct regular performance reviews with business leaders. Discuss financial results, trends, and areas for improvement. Champion Process Improvements: Drive internal process improvements and operating efficiencies. Collaborate with cross-functional teams to streamline financial processes. Adapt to Organizational Changes: Support acquisitions, divestitures, and business reorganizations. Be agile in adapting to organizational shifts. Divisional Leadership: Provide leadership across various aspects of the business, including safety, strategy, and employee relations. Financial Compliance and Oversight: Provide input, oversee, and be accountable for the proper accounting and financial compliance procedures for the division, including but not limited to: Oversee the monthly close process, including the application of existing US GAAP and MLM accounting policies & procedures as well as the adoption of new policies and procedures Provide input and support to Corporate Accounting on division-specific accounting and finance related matters, including acquisition/divestiture related items Provide oversight and guidance on monthly, quarterly, and annual financial reporting items Provide oversight and accountability for internal controls, including ensuring self-audits are performed and corrective action is taken based on internal audit reports Review of the application of US GAAP to various financial transactions Coordinate and compile quarterly and annual financial accounting and disclosure checklists Provide necessary information to support MM's ongoing tax calculation Build and maintain strong relationships across the organization, including division and corporate personnel. Perform all activities in accordance with the Company's Mission, Vision, and Values, and in compliance with the Company's policies, procedures, and Code of Ethical Business Conduct Qualifications and skills: Bachelor's degree in finance or accounting or equivalent experience required Certified Public Accountant (CPA) or Certified Management Accountant (CMA) designation Minimum 10 years of experience in the accounting field, in positions of increasing responsibility Minimum 3-5 years of experience leading and managing a team Ability to multi-task, support multiple customers and adapt in a dynamic environment required. Self-motivated with ability to work with minimal supervision in a team environment required. Strong analytical and problem-solving skills Experience in manufacturing and a matrix organization preferred Advanced computer skills (MS Suite); experience with and knowledge of JD Edwards a plus Ability to travel up to 20% of the time required

Posted 30+ days ago

Finance Transformation Specialist-logo
Morgan StanleyBaltimore, MD
Team Profile: Our Finance Transformation Fleet is comprised of problem-solvers and innovators, dedicated to optimizing Finance. We are responsible for driving Finance's modernization efforts through the use of digital tooling, design thinking principles and process optimization frameworks to create efficiency, maximize capacity savings, and reduce risk. We believe in a collaborative approach to shape the future of our Finance department. About the Role: As a Transformation Specialist, you'll be a key player in our Finance Transformation Fleet, primarily supporting all aspects of digital tooling and process optimization initiatives to driving efficiency and innovation to make a significant impact on our organization's success. Your responsibilities will include: Engage with Finance to identify opportunities to reduce manual processes, creating capacity, and setting up metrics to measure the success of our improvements. Develop and refine key finance business processes, automating reports and delivering insights that inform decision-making at all levels, including senior leadership. Partnering with our technology and business teams to understand existing processes and develop effective solutions. Collaborating with other process improvement teams to design and implement new processes and tools. Reporting on achievements against key metrics such as capacity and risk reduction. Foster a vibrant digital community by sharing insights, updates, and success stories through various communication channels. Who We Are Looking For: 2-4 years of experience in Financial Services, preferably in Finance, Technology or Operations. Analytical and problem-solving skills, with the ability to clearly define business rules from problem statements. Familiarity with process mapping systems and methodologies such as Signavio, Celonis, and Business Process Model & Notation (BPMN) 2.0. Experience developing automation solutions primarily with tools such as UiPath, Alteryx, or PowerBI. Any relevant certifications such as UiPath UiARD or Alteryx Designer Core preferred. Experience with delivering documentation such as Process and Solution Design Documents. Proven ability to interact effectively with senior stakeholders across the organization. Proficiency in Excel and PowerPoint for data analysis and presentation creation. Strong communication skills and the ability to build relationships with diverse stakeholders. At least 2 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Salary range for the position: $60,000 - $95,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week ago

Director Of Finance-logo
Green Hasson & Janks LLPAtlanta, GA
GHJ Search and Staffing serves as the recruitment division of GHJ, a prominent national accounting and advisory firm. Our team provides qualified Accounting and Finance professionals on a temporary and permanent basis across a broad range of industries. GHJ's relationship with our Global Advisory and Accounting Network provides the resources needed to better understand client's needs, attract a higher caliber of candidates and assess candidate potential. GHJ Search & Staffing has partnered with a well-known nonprofit organization seeking a Director of Finance to join their team. Responsibilities: Develop and maintain multi-year financial model Oversee and manage the entire budget development process Conduct monthly budget-to-actuals analysis for the entire organization, presenting findings to leadership Lead the organization-wide forecasting process, ensuring alignment across teams Collaborate with budget owners to resolve issues and re-forecast financials as needed Conducts in-depth financial analysis, focusing on revenue growth and cost optimization to guide decision-making Conduct check-ins for direct reports to ensure they are meeting their performance metrics and development goals $100,000 - $120,000 a year #GHJSS

Posted 30+ days ago

Apollo Global Management logo

Associate, Fund Accounting - Private Equity / SIG Finance

Apollo Global ManagementGreenwich, CT

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Job Description

Position Overview

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.

Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career.

We are seeking an Associate to join our team of professionals supporting a growing platform that invests in Apollo's climate and sustainability equity segment. The successful candidate will have the opportunity to work on key initiatives and foster important strategic relationships at Apollo. This team works closely with the deal team, investor relations, legal, tax, compliance and several external vendors. This is an exciting opportunity to work in the investment management business in a fast-paced environment that provides significant opportunity for learning and growth.

Primary Responsibilities

  • Manage the quarterly close process, including preparation of trial balances, allocations, expense accruals, management fees and unrealized waterfalls.

  • Prepare quarterly and year-end financial statements and ensure timely completion of fund audits.

  • Calculate quarterly/semi-annual management fees

  • Perform daily cash management of funds, including cash reconciliation, credit facility maintenance, deal closings, expense wires.

  • Review of valuation memos and coordination with deal teams and valuation teams to ensure valuation memos are properly reflecting the most recent activities.

  • Prepare and reconcile capital calls from investors.

  • Prepare the fund realized waterfall and distribution notices to investors.

  • Coordinate year-end audits, including audited financial statements, and liaise with internal/external tax preparers for K1 distributions.

  • Manage investor inquiries, reporting, and ad-hoc requests.

  • Liaise with Marketing and Investor Servicing teams on quarterly reporting and ad-hoc investor requests.

  • Contribute to ongoing internal business reviews and reporting for senior leaders.

  • Execute special projects and ad-hoc requests from senior leaders.

  • Coordinate with investment professionals, ESG, and finance teams on climate-focused reporting.

Qualifications & Experience

  • CPA preferred. 2-5 years of Public/Private accounting experience preferred (Big 4 preferred)

  • Strong U.S. GAAP technical accounting expertise

  • Previous experience working with alternative investment funds preferred

  • A critical thinker with strong quantitative and analytical skills who expresses their thoughts and ideas clearly both in oral and written communications.

  • A collaborative thinker who can also work independently, multitask, and prioritize competing demands to meet deadlines in a fast-paced environment.

  • A proactive and organized self-starter with a positive attitude, powerful work ethic, strong attention to detail and advanced knowledge of Excel and PowerPoint.

  • A change cultivator, with a strong technology background and a focus on automation

  • Experience with Investran is a plus

OUR PURPOSE AND CORE VALUES

Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:

The leading provider of retirement income solutions to institutions, companies, and individuals.

The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.

A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference.

We are building a unique firm of extraordinary colleagues who:

Outperform expectations

Challenge Convention

Champion Opportunity

Lead responsibly

Drive collaboration

As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.

OUR BENEFITS

Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits.

Apollo Global Management Inc. is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.

Pay Range

$110,000 - $130,000

Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.

The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.

The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

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