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Commercial Real Estate Finance Analyst-logo
Commercial Real Estate Finance Analyst
BisnowCharlotte, NC
Our SelectLeaders client is seeking a highly motivated and experienced Financial Analyst to join their dynamic team. The Financial Analyst supports the finance and investment teams by developing and maintaining financial models, conducting valuation and performance analysis, and assisting in transaction due diligence for commercial real estate investments. This position requires a strong foundation in accounting, advanced financial modeling capabilities, and prior exposure to the real estate investment lifecycle. The role involves detailed analytical work, collaboration with cross-functional teams, and preparation of financial reports for internal decision-making. Job Responsibilities Build and maintain detailed Excel-based models for underwriting, valuation, and forecasting of real estate assets (including DCF, IRR, cap rate, NAV, and sensitivity/scenario analysis). Support investment underwriting activities for acquisitions and developments by analyzing historical operating performance, market comparables, and lease terms. Contribute to the preparation of investment analysis summaries and internal memoranda. Assist in the preparation of quarterly valuation updates including NAV calculations and fair value estimates. Analyze asset-level performance against underwritten and budgeted metrics. Develop dashboards and reporting tools to track key operating and financial KPIs. Participate in the budgeting process in collaboration with accounting and asset management teams. Maintain forecasting models to project asset-level cash flows and consolidated portfolio performance. Support the analysis of budget-to-actual variances and financial trends. Coordinate with internal teams and external advisors during due diligence for acquisitions and dispositions. Review financial statements, rent rolls, operating data, and third-party reports to support investment decisions. Assist in compiling and organizing supporting documentation for capital partners, lenders, and internal review. Prepare financial reporting packages for senior management and stakeholders. Compile and synthesize financial data to support executive-level presentations and investment committee materials. Ensure integrity and consistency in reporting across assets and business lines. Identify and implement improvements in financial modeling tools, workflows, and data management practices. Help develop and document best practices for financial analysis and reporting standards across the finance team. Qualifications Education: Bachelor's degree in Accounting, Finance, or Economics required. CPA designation or progress toward CFA preferred. Experience: 2-3 years of experience in public accounting (Big 4 or top-tier advisory firm), preferably in Audit, Transaction Services, or Real Estate Assurance Exposure to commercial real estate, particularly in underwriting, financial modeling, or asset valuation contexts Experience preparing or reviewing financial statements, with an understanding of GAAP and fair value reporting Prior work supporting financial due diligence or real estate investment analysis strongly preferred Skills: Advanced proficiency in Microsoft Excel with experience building and auditing financial models (DCF, IRR, NPV, sensitivity/scenario analysis) Proficient in PowerPoint for supporting presentation materials for internal stakeholders and investment committees Familiarity with real estate analysis tools such as ARGUS, Yardi, MRI, or CoStar preferred Comfortable working with large datasets and integrating financial and operational data into models and reports Competencies: Strong attention to detail, with the ability to produce consistently accurate work under deadlines Solid analytical and problem-solving skills; capable of synthesizing complex financial data into clear insights Self-starter with strong organizational and time management abilities Effective communicator, able to collaborate across accounting, finance, and asset management functions

Posted 1 week ago

Finance Soft Count Clerk-logo
Finance Soft Count Clerk
Wildhorse Championship GolfPendleton, OR
Wage Range: $17.00 OPEN UNTIL FILLED: 1ST CLOSING DATE JUNE 17, 2025 ESSENTIAL JOB FUNCTIONS: Counts, verifies, and records the contents of each slot drop box, bill validator box, Table games drop box, and non-gaming revenue. Compliance with regulatory laws, employee handbook, department policy and procedures, safety codes, etc. Operates computer systems, currency counters, and Oasis software. Must be able to rotate and perform duties at each count station as assigned. Promotes a clean, safe, and healthy work environment. Promptly reports concerns to Supervisor. Ensures that the operation of equipment, tools, and materials is handled safely. Promote internal guest service standards through courteous and respectful behavior. Flexible to work as scheduled and/or needed, until the count is completed. Must perform other duties as assigned by supervisor. Effective communication skills to interact with coworkers, listen, and respond appropriately when performing workstation standards. Maintains a professional demeanor and a positive attitude toward coworkers. Working in a confined space with others requires healthy hygiene habits and practices. PROMOTES WRC QUALITY SERVICE STANDARDS: SAFETY: Ensuring a safe experience by protecting the welfare of all. INTEGRITY: Expecting personal accountability at every level. COURTESY: Creating an exceptional customer service experience for everyone. TEAM: Functioning together to create a cooperative and positive experience. SHOW: Providing flawless experience -a clean and cared-for resort. SUPERVISORY AUTHORITY: None SIGNATORY ABILITY: Key Control Log, Master Games Shift Sheet(s), Master Games Summary Sheet(s). Revenue checklist, Revenue/Slot Count Sheet(s), and Poker Revenue Summary Sheet(s). Outside revenue Master Summary Sheet. ACCESS TO SENSITIVE AREAS: Soft Count Room, validator box contents key, Table games box contents key. Key Control, Table games storage cabinets, Revenue drop box. Validator drop box/Table games cart(s), Non-Gaming Revenue drop bags. Emergency validator dropbox/Table games box, Emergency validator box/Table games box cart(s). MINIMUM QUALIFICATIONS: Operate a 10-key adding machine. Count money and detail and team-oriented. High School Diploma or GED or Ten (10) years of experience. Work in a small, confined area under a stringent work schedule. Stand and/or walk for long periods in a noisy environment; perform repetitive motions with wrists, hands, and fingers; lift and maneuver 5 to 10-pound objects to maneuver 1,500-pound drop cart(s), Effective communication skills to interact with co-workers, listening and responding appropriately while performing workstation standards. Requires a High-Security Gaming License clearance. Must be at least 21 years of age. PREFERRED QUALIFICATIONS: Cage experience. Soft count experience.

Posted 3 days ago

Marketing Finance Manager-logo
Marketing Finance Manager
Brex Inc.San Francisco, CA
Why join us Brex is the AI-powered spend platform. We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Tens of thousands of companies from startups to enterprises - including DoorDash, Flexport, and Compass - use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We're committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Finance at Brex The Finance team leads financial planning and analysis as well as corporate development, which includes board communications, investor relations, fundraising, and M&A. We strive to be agents of change rather than a reporting function. We're integrated and partner closely with teams across Brex to evaluate key questions, solve problems, and drive results. Through our corporate development efforts, we are also deeply involved in long-term planning and major strategic decisions for the company. What you'll do We are building the GTM Finance team and looking for someone to help build the Marketing Finance function and partner with the Executive team to maximize ROI from our GTM investments. In this role, you will work closely with the Marketing and Sales leadership to shape and execute on our financial strategy for our Marketing team, and translate this to success for the Sales team. You will support these leaders by developing and implementing data-driven and high-impact initiatives aimed at driving growth, improving efficiency, and increasing profitability, while serving as a connective tissue within the business. You will help own pipeline forecasts and goals, and create frameworks for evaluating customer acquisition efficiency. You will bring both the financial and commercial point of view, and need to embrace challenges and structure complex problems. This role will involve high exposure to Executive Leadership, as you will regularly deliver analysis and recommendations directly to the Leadership team and participate in the narrative and analysis for the Board of Directors and other investors. Where you'll work This role will be based in our San Francisco office. You must be willing to work in-office at least 2 days per week on Wednesday and Thursday. Employees will be able to work remotely for up to 4 weeks per year. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. As a perk, we also have up to four weeks per year of fully remote work! Responsibilities Build the pipeline forecast, economics, and ROI models, including identifying and implementing strategies to improve CAC and CAC Paybacks Play a leading role in bi-annual planning to support decision making around pipeline priorities and tradeoffs, across all customer and product segments in the business Support FP&A in understanding how to forecast marketing investments Help set goals in planning, track to outcomes, and provide metric deep-dive analysis Help tie marketing-related goals (leads, meetings, conversion) to financial and sales goals Support cross-cutting initiatives such as attribution model design and win-rate analysis Help provide the centralized PoV on all Marketing business deep-dives requested by C-Suite by being the expert in business context and priorities Prepare and deliver management presentations for Leadership to analyze results and present forecasts Build narratives that describe business strategy and performance, assess business risk and operating health, and align cross-functional teams to effective solutions Requirements Bachelor's degree in Mathematics, Economics, Finance, Business, or related field 5+ years of relevant financial experience working directly with GTM teams, having held positions of increasing scope and responsibility at a high-growth tech company Mastery of Excel and PowerPoint with proven experience in building financial models and managing complex data Comfortable interacting with internal and external senior level executives Exceptional communication and interpersonal skills with proven success partnering and collaborating across various functions A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision A penchant for multi-tasking and self-starting Compensation The expected salary range for this role is $155,488 - $194,360 USD. However, the starting base pay will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package. Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.

Posted today

Manager Of Technology Finance-logo
Manager Of Technology Finance
Geico InsuranceChevy Chase, MD
GEICO is seeking a Manager of Technology Finance to join the Technology Finance team supporting the Technology organization. This individual will serve as partner to the technology and finance teams and support the financial planning process for the Technology department to ensure development of budgets and forecasts and oversee financial reporting. This individual will also lead operational and strategic financial analysis efforts in support of various levels of management. This individual must possess strong attention to detail, analytical skills, financial and business acumen, and intellectual curiosity combined with excellent communication and interpersonal skills. Responsibilities: Support monthly, quarterly, and annual FP&A processes for IT expense and capital budgets including management reporting, variance analysis, forecasting, and scenario planning Collaborate with IT leaders to perform in-depth financial analysis through advanced Excel skills and modeling Prepare financial business cases for technology strategic initiatives Compare anticipated versus actual results, identifying key insights and trends to provide actionable insights Partner with technology leaders to support new hardware and software purchases and renewals and ensure expense alignment with project goals. Ability to communicate technical topics and deliver presentations in a clear, succinct, and relevant way Demonstrated ability to develop and maintain strong working relationships Lead headcount and related expense management Establish total cost of ownership (TCO) for relevant technology assets Coordinate, assess, and consolidate financial risks and opportunities to near term and long-term forecasts while working with stakeholders to understand key drivers, unidentified opportunities, and risks to improve our forecasting accuracy Lead ad-hoc analysis to help drive business outcomes such as rationalizing costs or identifying growth opportunities Support annual budget process end-to-end, from issuing guidelines to analyzing inputs and assessing key metrics, and producing management reporting Continuously improve, automate and scale tools and processes Lead and develop a team of financial analysts Qualifications: Bachelor's degree in Finance or Accounting (MBA and/or CPA preferred) 5+ years of directly related experience in financial analysis Deep understanding of financial and accounting principles Skilled Total Cost of Ownership (TCO) management for tech assets is a plus Background in Technology and/or understanding of the insurance industry is a plus Demonstrated leadership and strategic financial contributions in complex business settings; experience creating senior management reporting and presentations Ability to communicate complex data simply to key stakeholders Advanced Excel, PPT, PowerBI skills. Data analytics and change management experience is a plus Must be eligible to work in the United States without need for work visa or residency sponsorship Location: Hybrid role -3 days in office in Chevy Chase, MD Annual Salary $121,975.00 - $189,625.00 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 today

Complex Assistant Director Of Finance-logo
Complex Assistant Director Of Finance
SonestaThe Stephen F Austin Royal Sonesta Hotel- Austin, TX
Job Description Summary The Complex Assistant Director of Finance is responsible for creating and executing business plans that are aligned with the property's and brand's business strategies reporting to the Director of Finance and working with the rest of the accounting department. The responsibilities of the Complex Assistant Director of Finance include planning, organizing, directing and controlling the financial operations while ensuring the security of hotel assets, maximizing the return on investment, providing timely and accurate reporting and analysis of results and integrity of the management information systems in a decentralized accounting environment Sonesta managers are charged with providing strategic vision, ensuring tactical execution, actively managing their department to achieve the company's revenue, profitability goals and objectives. The Complex Assistant Director of Finance sets the tone for Sonesta's Culture of Caring. We expect leaders to focus on creating amazing moments for guests and team members and dig deep to find ways to create success for their team. The ideal candidate has a passion for building and motivating teams that achieve results. Sonesta managers are guest-focused (both internal and external) achievement-oriented leaders. Job Description Operational/Functional Assist the Director of Finance and with preparation of the budget, strategic plan, and goals. Perform or assist in the performance of month-end closing. Input and reconcile all income for closing. Prepare reports, verify trial balance, and run financial statements for management review. Manage daily accounting activities for completion, including day-to-day operations and assignments of accounting staff. Plan and organize work, communicate goals, and schedule/assign work to ensure all accounting standards are maintained. Alert management of potentially serious issues. Input general ledger entries and journal vouchers, as required. Ensure all daily transactions are posted and updated in a timely manner and in accordance with generally accepted accounting principles. Maintain control over bookkeeping functions for the hotel to include preparation and review of information posted to subsidiary ledgers as needed. Prepare tax reconciliations, payments, reports and investigate, as needed. Maintain necessary records and back up documents required to balance taxes. Complete monthly, quarterly and annual tax filing as required by the state, city and federal agency. Perform or assist in performing balance sheet reconciliations and bank reconciliations. Participate in the taking of inventories and verification of extensions on a monthly basis. Conduct monthly credit meetings and other monthly meetings and distribute minutes, as needed. Review and verify accounts payable input and output, accounts receivable posting and billing, and maintain the daily income report, ensuring all necessary schedules are completed in a timely manner. Manage other AP and AR-related duties such as controlling accommodation advance deposits; preparing monthly invoices, monitoring house banks/investments; analyzing/investigating cashiers' overs and shorts, etc. Complete Bi-weekly payroll Prepare daily, weekly and monthly reports in accordance with reporting calendars, ensuring that all reports are submitted on a timely basis. Perform financial and statistical analysis, forecasting, and complete special projects as needed. Strategy and Planning Promote teamwork and quality service through daily communication and coordination with other departments. Key departmental contacts include Catering, Sales, Reservations and Front Office. Audit payroll. Supervise the Accounting department in the absence of the Director of Finance. Interact with outside contacts: Guests - to resolve billing disputes and answer questions; to provide service to accounts. Regulatory agencies - to ensure compliance with governmental regulations and contractual agreements as needed; to coordinate external audits. May ensure other accounting staff members are properly trained and have the tools and equipment needed to effectively carry out their job functions. May perform additional accounting functions such as reconciling gratuities for payroll, maintaining contract logs, auditing or approving payments to vendors or agencies, reviewing the work of Income Auditors and filling in for Director of Finance, as needed in their absence. May assist with other duties as assigned. Leading with Passion Responsible for ensuring success through the eyes of employees, guests, and owners. Utilize and collaborate with resources across different departments. Capable of influencing employees to perform to their highest standard and establishing a trusting environment to enrich the culture. Focus on the mission and well-being of the department, hotel and company. Lead by example and operate with integrity and respect. Inspire our team to embrace and demonstrate our values and GUEST People Standards Additional Job Information/Anticipated Pay Range Benefits Sonesta recognizes that benefits play a vital role in helping ensure the health and financial security of employees and their families. We offer a variety of benefits to our employees including: Medical, Dental and Vision Insurance Health Savings Account with Company Match 401(k) Retirement Plan with Company Match Paid Vacation and Sick Days Sonesta Hotel Discounts Educational Assistance Paid Parental Leave Company Paid Life Insurance Company Paid Short Term and Long Term Disability Insurance Various Employee Perks and Discounts Hospital Indemnity Critical Illness Insurance Accident Insurance Sonesta is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Upon submitting your application, please ensure you complete a full application in addition to attaching a resume. Incomplete applications received will not be considered.

Posted today

Portfolio Manager- Equipment Finance-logo
Portfolio Manager- Equipment Finance
Huntington Bancshares IncColumbus, OH
Description Summary: The Equipment Finance Portfolio Manager analyzes, assesses, and documents the critical components of a credit decision. This role conducts industry and company research, prepares accurate and timely credit approval documentation, and participates in and/or decisions credit approval presentations. The Equipment Finance Portfolio Manager proactively evaluates credit decisions and opportunities to mitigate associated business risks relying on established Huntington policies, procedures and legal and regulatory requirements. In addition, this position owns primary responsibility for underwriting quality and works closely with Equipment Finance Sales Executives and Regional Credit Officers. Duties and Responsibilities: Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Equipment Finance Sales Executives, and Regional Credit Officer Utilizes Huntington National Bank's (HNB) financial spreading software to analyze year end and interim financial statements Utilizes the Bank's risk rating model Prepares credit approval document Assesses the primary risks of the credit extension and the nature of the mitigating factors. Accurately and appropriately analyzes financial statements, calculates cash flow coverage, leverage, and other relevant financial ratios; discusses deal-specific cash flow modifications and determines for reasonableness Presents underwriting document incorporating financial, business, industry and risk analysis in a concise effective manner Manages delinquencies, collateral exceptions, portfolio reviews, specialized reporting, annual reviews, criticized loans, etc Performs other duties as assigned Basic Qualifications: Bachelor's Degree 3+ years of experience in portfolio or relationship management in commercial banking and/or equipment finance Preferred Qualifications: Has successfully held similar role with a Bank-owed equipment finance organization or like experience Demonstrated success structuring, underwriting and decisioning commercial credit Sharp analytical and decision-making skills Proficiency using Microsoft Word and Excel Strong organizational, verbal and written communication skills Strong interpersonal skills and solid written/verbal communication Strong attention to detail Proficiency with Moody's spreading software Ability to prioritize workflow and multi-task in a fast-paced environment CLFP designation #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - 113,000 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 today

Equipment Finance Sales Coordinator - Sr-logo
Equipment Finance Sales Coordinator - Sr
Huntington Bancshares IncMinnetonka, MN
Description Summary: This position is responsible for providing general support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. Responsible for the documentation requirements of equipment lease and loan transactions across multiple segments/industries and of varying complexity. Work independently with clients and all internal departments to ensure that transactions are completed accurately, timely and that the company's interests are perfected and protected. Duties and Responsibilities: Responsible for entry of transaction data within designated front end system and review of transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description and location; pricing; tax; and internal transaction parameters. Responsible for ensuring ownership interest in the equipment and/or security interest in the collateral is perfected by either filing a UCC and/or review of appropriate searches, release, subordinations and necessary recordings. Accurately prepare transaction documentation packages, specific to each approved transaction request. Responsible for coordinating efforts among internal departments to resolve information discrepancies to ensure accurate and timely document creation. Throughout the documentation process continually monitor transactions for compliance and adherence to company policy and procedure. Coordinate any necessary approval modifications based on changes to transaction structure or pricing. Understand product, pricing and documentation structures across multiple industries and transaction types. Identify core contractual issues and suggest resolution while maintaining adherence to credit, legal, compliance and company policy and procedure. Independently identify specific items needed to prepare transactions for funding and when appropriate, engaging in follow up activities with the client for documentation return or other applicable transaction conditions. Maintain accordance with key departmental performance measurements and service level agreements. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree or additional 2+ years working with financial transactions Proficiency in Word and Excel 2+ years of contracts experience in finance or mortgage Preferred Qualifications: Previous leasing, financial or lending services experience CRM system knowledge Working knowledge of UCC/Lien requirements Proven track record in process optimization and improvement Strong written and verbal communication skills with attention to detail Ability to multitask in a deadline driven fast-paced environment Ability to deliver customer focused solutions Demonstrated analytical problem solving and troubleshooting skills. Ability to make sound, responsible decisions in a timely manner #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No 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. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $47,000 - $101,000 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 today

Director Of Foundation Finance And Operations-logo
Director Of Foundation Finance And Operations
Montgomery CollegeMaryland, LA
Job Description The Director of Foundation Finance and Operations provides strategic leadership for the Montgomery College Foundation (MCF) and Development & Alumni Relations (DAR) financial and operational functions, overseeing finances, budgets, operational initiatives, and various strategic fundraising services that support the DAR team. The Director of Foundation Finance and Operations is a key partner to the Vice President of Development and Alumni Relations, who serves as the Executive Director of the MCF and as an MCF Officer, by utilizing business intelligence and defining CRM standards, protocols, and data reporting insights that drive fundraising success, particularly in the current $50M Our College, Our Community, Our Future Campaign. As a highly visible leader and effective advocate for the mission of the College and the MC Foundation, the Director of Foundation Finance and Operations cultivates, sustains, and supports productive relationships with colleagues across campus. This professional also develops and implements programs, experiences, practices, and protocols that promote significant operational enhancements and transparency with donors and other key stakeholders. The Director of Foundation Finance and Operations oversees strategic fundraising support by leading three essential areas: Foundation Finance, Analytics and Operations, and DAR Advancement Services (including CRM oversight, Gift Acceptance & Processing, and Gift Stewardship). This role aims to create, sustain, and integrate a customer-service-oriented, fundraiser-friendly, and donor-centric Foundation Finance and Advancement Services model. It aligns Foundation and DAR operational functions, develops and maintains key gift acceptance and stewardship policies and procedures, and ensures the data-informed, analytical growth of the department through the CRM and other systems. This role also upholds the integrity of constituent data while adhering to legal privacy requirements and ethical standards. The professional will partner closely with the VP DAR/ED MCF and MCF leadership, serve as a strategic advisor to other division leaders, and drive the DAR team's CRM data management protocols, streamline capabilities, and enhance the organization's business intelligence capacity. This role also serves as one of two MCF Officers on staff, specifically the Foundation's Chief Financial Officer (Director of Foundation Finance and Operations). In this capacity, this leader is a seasoned financial and board operations professional, with direct oversight of all fiduciary aspects of the Foundation's finances, and supports the ED MCF in efforts toward effective board governance and operational practices. The Director of Foundation Finance and Operations is responsible for developing and implementing strategies and tactics that ensure effective fiscal management. This industry leader collaborates closely with the ED MCF, the Board Chair, the Chair of the Treasurer Committee, and the Executive Committee of the Board. This individual serves as the primary contact and liaison for the Foundation's investment advisor(s) and is a vital team member supporting the ED's leadership and oversight of the MCF. This leader works directly with the College's executive leadership team and other College leaders as needed to support the MCF Board of Directors. Essential Functions: Oversight of all MC Foundation and Development, and Alumni Relations (DAR) financial and fiduciary obligations. Develop and implement strategies and tactics that result in effective fiscal management. Develop robust analytics and dashboards reflecting the standing and position of foundation finances and investments. Oversight of MCF and DAR annual budget planning, tracking, and resource forecasting/analysis of expenditure trends. Oversight of 100M in total assets (including a 40M endowment) and managing the investment activities of the Foundation investment advisor to monitor and assess investment performance and recommend investment changes to ensure maximum return. Lead development and implementation of Constituent Relationship Management (CRM) system standards, protocols, and data and reporting insights that drive fundraising success. Drive innovation efforts that generate insights into utilizing technology and data tools to support advancement services and drive strategic insights into fundraising success. Serve as a thought partner with the Vice President of DAR and Executive Director of MCF in ensuring the success of Foundation activities and mission. Oversight of Board Operations Oversee the creation, maintenance, and storage of vital Foundation Board communications and records, which include: Board assessment and governance tools, forms, and meetings. Lead the planning process and execution of the tri-annual Board of Directors meeting schedule and off-cycle MCF Board Committee meetings/special meetings throughout the year. Serve as the principal staff assigned to support the Treasurer Committee and the Real Estate Committee, and ensure appropriate staffing of all MCF Board Committees. Oversight of Gift Acceptance and Gift Processing of monetary and non-monetary gifts (i.e., personal property, real estate). Provide strategic direction to expand and enhance current and expanding stewardship and gift administration practices. Perform other duties as assigned. Requirements Bachelor's Degree in finance, accounting, or related field. MBA or CPA preferred. At least 8 years of demonstrable leadership experience with increasing responsibility and demonstrated success in financial management within the non-profit sector, a strong understanding of nonprofit accounting standards, budget forecasting and management, fundraising operations, information management, and/or business intelligence and data analytics, preferably in a nonprofit organization. Experience managing and leading a team, including mentoring and developing staff, including managing remote team members. Experience managing and developing foundation board operations. The equivalent combination of education, training, certification, and/or experience that provides the required knowledge and expertise to perform the essential functions of the job may be considered. Knowledge and understanding of effective and efficient practices and protocols for multiple advancement services and operations areas. Knowledge of best practices related to all areas of gift stewardship. Subject matter expert in gift acceptance and compliance with federal and state laws. Strong knowledge of top-tier development programs, including all financial, accounting, and fundraising operations functions, and a successful track record leading nonprofit audits and managing outsourced chief investment officer relationships. Excellent interpersonal, diplomacy, project and change management, communication, presentation, and writing skills. Eligible applicants must currently be authorized to work in the United States and not require employer visa sponsorship Hiring Range: The hiring range is $110,133 - $151,447 annually. Initial salary placement for new hires falls between the minimum and midpoint of the range and is based on relevant candidate experience and internal equity. The maximum salary for this position is $192,761 annually. Application Process: Click Here to apply online Applications submitted by May 23, 2025, will receive full consideration. The position will remain open until filled. Submission of a cover letter is recommended and preferred. For degrees earned outside of the U.S., a copy of your education equivalency, conducted by a nationally recognized evaluation service, must be included in your application. As a condition of employment, the following are required at the time of hire: Successful completion of a background check and degree verification (if applicable). Participation in a Maryland State Retirement System plan (Pension or Optional Retirement Plan, depending on the position). If you are already retired from the Maryland State Retirement System, you may not enroll in a Maryland State Retirement System plan at Montgomery College and may have earnings restrictions, per state law. Our benefits package includes: generous paid vacation, sick, paid holidays, medical, dental, vision, group legal benefits, professional development, retirement plan, educational assistance, tuition waiver for employee and dependents, wellness programming including onsite gyms, pools and classes. If a reasonable accommodation is needed to participate in the job application or interview process, please contact Human Resources and Strategic Talent Management at 240-567-5353 or HRSTM@montgomerycollege.edu. We require at least two weeks advance notice to enable us to provide the requested accommodation. Montgomery College is an equal opportunity employer committed to promoting and fostering diversity among its student body, faculty, and staff. Montgomery College is a tobacco-free and smoke-free workplace. Closing Date Open Until Filled

Posted today

Senior Engineer - Finance Data Specialist-logo
Senior Engineer - Finance Data Specialist
Geico InsuranceSacramento, CA
Job Description: Senior 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 Senior Engineer, Finance Data Specialist will report to the Senior Manager of Finance Technologies and provide solutions 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 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. Position Responsibilities As a Senior Engineer, Finance Data Specialist supporting Finance functions you will: Design, develop, implement and maintain solutions for data ingestion and transformation projects Build data solutions working with cloud data solutions (Azure, Delta Lake, Iceberg, Snowflake, Redshift or equivalent) Build finance data lake/warehouse with Data processing/data transformation using tools such as DBT, Airflow, Data Hub, etc. Engage in cross-functional collaboration throughout the entire software lifecycle Support the implementation of a strong control and governance framework and maintain it for SOX and Audit reviews Analyze and translate business and functional specifications and change requests into technical specifications Qualifications 7+ years of experience building data warehouses using leading cloud platforms and data tools. Strong working knowledge of Data processing/data transformation using ETL/ELT tools such as Informatica, DBT, etc. Strong working knowledge of SQL or Python and the ability to write, debug and optimize code and ETL jobs Experience in implementing analytical solutions via tools such as Power BI, Tableau, etc. Finance domain expertise would be preferred Ability to communicate and work directly with users across Technology and Finance Sound understanding of project management techniques, methodologies, and best practices Education Bachelor's degree in computer science, Information Systems, Engineering, Business Administration, or equivalent education or work experience Annual Salary $100,000.00 - $215,000.00 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 today

Research Finance Assistant-logo
Research Finance Assistant
Iterative Scopes Inc.Southlake, TX
Iterative Health is a healthcare technology and services company on a mission to advance gastrointestinal care through relentless innovation. With deep expertise in artificial intelligence and clinical research, we empower healthcare professionals to provide consistently high-quality colorectal cancer screenings and support clinical research teams and study sponsors to expand and accelerate patient access to novel therapeutics. Company Conformance Statements In the performance of their respective tasks and duties all employees are expected to conform to the following: Perform quality work within deadlines with or without direct supervision. Interact professionally with other employees, customers and suppliers. Work effectively as a team contributor on all assignments. Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations. Position purpose The Research Finance Assistant is a specialized research professional working with and under the direction of the Research Finance Manager Responsibilities/Duties/Functions/Tasks : Create and distribute research study invoices Post sponsor study payments in the clinical trial management system Make appropriate changes to financial institution information Complete reconciliations for accurate financial data and billing Assist finance team on projects as necessary Oversee subject stipends through the clinical trial management system Other duties as assigned Experience: High school diploma or equivalent required; college preferred Clinical Research experience preferred Accounts receivable or finance experience preferred Other Requirements: None Performance Requirements: Knowledge of grammar, spelling, and punctuation. Skill in taking and transcribing dictation and operating office equipment. Skill in answering the phone and responding to questions. Skill in time management, prioritization, and multitasking. Skill in writing and communicating effectively. Ability to work under pressure, communicate, and present information. Ability to read, interpret, and apply clinical policies and procedures. Ability to identify problems, recommend solutions, organize and analyze information. Ability to multi-task, establish priorities, and coordinate work activities. Ability to competently use Microsoft Office and other clinical software systems. Equipment Operated: Standard office equipment including computers, fax machines, copiers, printers, telephones, etc. Work Environment: Position is in a well-lighted administration office environment. Physical Requirements: Must possess the physical and mental abilities to perform tasks such as sitting for 90 percent of the day; manual dexterity to operate office machines including computer and calculator; stooping, bending to handle files and supplies; and mobility to complete errands or deliveries. Stress can be triggered by multiple staff demands and deadlines. Some of our benefits include: Vision/Dental/ Medical Insurance Life/Disability Insurance Parental Leave Stock Options Flexible Work Hours Unlimited Paid Time Off At Iterative Health, we're actively working towards creating an environment that is representative of the diversity of patients our technology serves. We are focused on building an equitable and inclusive culture, and by extension, hiring process. If you require any accommodations to make the application process or interviewing experience more accessible to you, please contact CandidateAccommodations@iterative.health.

Posted today

Finance Manager-logo
Finance Manager
WeaveGridSan Francisco, CA
About Us The future of transportation is electric, and our software solves the most critical emerging grid integration challenges to ensure that the impending energy transition is clean, equitable, and resilient. Our enterprise solutions help the grid absorb the coming electrification wave with ease. Utilizing modern, cloud-native platform architecture and robust systems optimization, WeaveGrid's software is built from the ground up to tackle the most critical network challenges while meeting the stringent regulatory, security, and reliability requirements of the utility industry. The Role We are seeking a highly motivated and seasoned Finance Manager to join our team at a pivotal moment in our growth. In this critical role, you will be a key leader within the finance function, responsible for driving our financial strategy, owning our financial planning and analysis, and serving as a strategic partner to the leadership team. You will not just analyze the data-you will use it to shape our business, ensure operational excellence, and drive actionable outcomes. What You'll Do Manage Financial Operations: Own key components of the month-end close process, partnering with accounting to ensure accuracy, timeliness, and insightful variance analysis. Proactively identify and implement process improvements to increase efficiency and strengthen financial controls. Own Financial Modeling & Forecasting: Lead, own, and continuously improve our corporate financial model to forecast revenue, expenses, and profitability. You will be responsible for the integrity and accuracy of the model, driving variance analysis and sophisticated scenario planning to guide strategic decisions. Drive Metrics & Reporting: Go beyond tracking metrics to deliver insightful and actionable reporting that evaluates financial and operational performance. Lead the development of key performance indicators (KPIs) and dashboards that provide clear visibility into business drivers, risks, and opportunities. Lead Planning & Budgeting: Drive the annual and long-term budgeting and forecasting processes. Partner with department heads to create and manage budgets, providing data-driven recommendations to optimize resource allocation and financial performance. Serve as a Strategic Business Partner: Act as the primary finance business partner for cross-functional collaboration (BD & Partnership, Marketing, BizOps, etc.). Proactively engage with leaders to understand their objectives, provide financial guidance, and ensure their initiatives are financially sound and aligned with company goals. Support Fundraising & Investor Relations: Partner closely with the Head of Finance to prepare financial models, investor reporting packages, and board materials. Support fundraising diligence processes with timely and accurate data. Own Payroll w/ our PEO: Manage end-to-end payroll processing in partnership with our external PEO, ensuring timely, accurate, and compliant payroll execution. Work with PEO and People Team to audit and resolve potential discrepancies.Lead Vendor Procurement & Contract Management: Own the end-to-end procurement process, partnering with teams on vendor selection, contract negotiation, and ongoing relationship management. Guide internal teams to ensure cost-effective purchasing, track contract terms and renewals, and support compliance with company policies and budget guidelines. Lead Special Projects: Independently lead and execute high-priority, ambiguous projects designated by leadership, such as new system implementations, pricing analysis, or other strategic initiatives. About You 5-7+ years of progressive professional experience in FP&A, audit, corporate finance, investment banking, or similar roles, with experience in a fast-growing startup environment preferred. Exceptional analytical and problem-solving skills, with a proven ability to independently translate complex financial data into strategic, actionable recommendations. A profound sense of ownership and accountability, with meticulous attention to detail and the ability to manage multiple competing priorities and drive projects to completion. Excellent communication, presentation, and influencing skills, with the ability to convey complex financial information clearly and concisely to any audience. Comfort and efficiency with using generative AI platforms to enhance the speed and quality of your work. Deep expertise in financial modeling (Google Sheets) and advanced proficiency in startup operating systems and tools (e.g., Quickbooks, Mosaic, Hubspot). Solid experience modeling pricing scenarios, evaluating margin impact, and supporting the development of monetization strategies aligned with company goals. A proactive, self-starting leader who thrives in a fast-paced, dynamic environment and is eager to build and scale the finance function. Willingness to dive into tedious and voluminous tasks in order to reach more informed decisions and recommendations. Familiarity with utility industries, clean tech, and/or public entities is a plus. Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CPA is a plus. The total compensation for this opportunity includes a base salary range of $120,000 - $165,000 plus equity (stock options) and benefits. This is our target compensation range and is subject to multiple factors including role, level, experience, and location. As you go through our interview process, our recruiter will work with you to identify a competitive base salary within the proposed range and combine it with an equity package to get you excited about your future at WeaveGrid.

Posted today

Senior Engineer - Finance Data Specialist-logo
Senior Engineer - Finance Data Specialist
Geico InsuranceChevy Chase, MD
Job Description: Senior 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 Senior Engineer, Finance Data Specialist will report to the Senior Manager of Finance Technologies and provide solutions 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 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. Position Responsibilities As a Senior Engineer, Finance Data Specialist supporting Finance functions you will: Design, develop, implement and maintain solutions for data ingestion and transformation projects Build data solutions working with cloud data solutions (Azure, Delta Lake, Iceberg, Snowflake, Redshift or equivalent) Build finance data lake/warehouse with Data processing/data transformation using tools such as DBT, Airflow, Data Hub, etc. Engage in cross-functional collaboration throughout the entire software lifecycle Support the implementation of a strong control and governance framework and maintain it for SOX and Audit reviews Analyze and translate business and functional specifications and change requests into technical specifications Qualifications 7+ years of experience building data warehouses using leading cloud platforms and data tools. Strong working knowledge of Data processing/data transformation using ETL/ELT tools such as Informatica, DBT, etc. Strong working knowledge of SQL or Python and the ability to write, debug and optimize code and ETL jobs Experience in implementing analytical solutions via tools such as Power BI, Tableau, etc. Finance domain expertise would be preferred Ability to communicate and work directly with users across Technology and Finance Sound understanding of project management techniques, methodologies, and best practices Education Bachelor's degree in computer science, Information Systems, Engineering, Business Administration, or equivalent education or work experience Annual Salary $100,000.00 - $215,000.00 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 today

Senior Finance Manager-logo
Senior Finance Manager
KodiakMountain View, CA
Kodiak Robotics, Inc. was founded in 2018 and has become a leader in autonomous ground transportation committed to a safer and more efficient future for all. The company has developed an artificial intelligence (AI) powered technology stack purpose-built for commercial trucking and the public sector. The company delivers freight daily for its customers across the southern United States using its autonomous technology. In 2024, Kodiak became the first known company to publicly announce delivering a driverless semi-truck to a customer. Kodiak is also leveraging its commercial self-driving software to develop, test and deploy autonomous capabilities for the U.S. Department of Defense. We are looking for a Senior Finance Manager who can work across the entire finance organization of a fast-paced startup and help us build the financial backbone for our business. In this role you will wear many hats, and be excited to support FP&A, Investor Relations, as well Corporate Development, Corporate Strategy and Business Operations. The right person for this role has a flexible, client-service mentality and can balance careful, long-term, analytical work product with a bias for prompt, proactive action to drive progress. Key attributes for success include: strong finance and accounting fundamentals; sharp critical thinking skills; ability to rapidly produce and iterate custom, high-impact work product for executive consumption; meticulous attention to detail and accuracy; and, the courage to speak up and ask questions with tact and contextual awareness. Initially, this role is scoped to be an individual contributor, but anticipate it will evolve into a team leadership role as the company continues to grow. The position is highly visible and involves collaboration with key internal and external stakeholders. In this role you will: Key role in running the company's FP&A processes, including monthly, quarterly, annual, and long-range planning. Create custom, detailed financial models of various types, including forecasts of new or alternative revenue streams, expenses, component costs, capital structure, and M&A. Produce recurring and ad-hoc reporting of performance versus plan,, metrics and KPIs. Assist in developing and implementing a FP&A system and planning and reporting processes Participate in core finance and accounting processes/requirements (e.g., quarterly close) and make proactive suggestions for process improvement. Seek opportunities to reduce forecast variances to plan. Prepare the story behind the numbers. Be alert for opportunities to drive cost from our model. Author and support development of high-impact presentation materials for C-level executives and Board of Directors-level audiences. Partner with all functions of the business to provide financial perspectives and guidance, analyses of investments and purchases, and revenue and expense analytics. Participate in recruiting to support the aggressive growth of the company. What you'll bring: 8+ years of experience in corporate FP&A-ideally at a publicly traded, fast paced, tech company or with prior investment banking, private equity, or Big 4 background Advanced financial modeling of complex business models Skilled at analyzing complex topics, visualizing data, and delivering actionable insights Track record of deep understanding of the business in prior roles Ability to collaborate with cross-functional teams such as manufacturing and engineering Bonus points for: Startup experienceMBA and/or CPAExperience with financial planning tools like Anaplan or Adaptive What we offer: Competitive compensation package including equity and biannual bonuses Excellent Medical, Dental, and Vision plans through Kaiser Permanente, Anthem, and Guardian (including a medical plan with infertility benefits) Flexible PTO and generous parental leave policies Our office is centrally located in Mountain View, CA Office perks: dog-friendly, free catered lunch, a fully stocked kitchen, and free EV charging Long Term Disability, Short Term Disability, Life Insurance Wellbeing Benefits - Headspace, One Medical, Gympass, Spring Health Fidelity 401(k) Commuter, FSA, Dependent Care FSA, HSA Various incentive programs (referral bonuses, patent bonuses, etc.) The annual salary range for this full-time position in California is $150,000-$200,000 + bonus + equity + benefits. Actual starting pay will be based on job-related factors, including exact work location, experience, relevant training and education, and skill level. Please note that the compensation details listed above are base salary only and do not include bonus, equity, or benefits. At Kodiak, we strive to build a diverse community working towards our common company goals in a safe and collaborative environment where harassment of any kind is strictly prohibited. Kodiak is committed to equal opportunity employment regardless of race, ethnicity, religion, gender identity, sexual orientation, age, disability, or veteran status, or any other basis protected by applicable law. In alignment with its business operations, Kodiak adheres to all relevant statutes, regulations, and administrative prerequisites. Accordingly, roles that carry more sensitive requirements may be limited to candidates that can satisfy additional scrutiny and eligibility for such positions may hinge on verification of a candidate's residence, U.S. person status, and/or citizenship status. Should the position require, and Kodiak determines that a candidate's residence, U.S. person status, and/or citizenship status necessitate an export license, bar the candidate from the position, or otherwise fall under national security-related restrictions, Kodiak will consider the candidate for alternative positions unaffected by such restrictions, under terms and conditions set forth at Kodiak's sole discretion, or, as an alternative, opt not to proceed with the candidate's application. If applicable, Kodiak may provide visa sponsorship for eligible candidates.

Posted today

Finance Operations Specialist - Collections-logo
Finance Operations Specialist - Collections
U.S. VentureAppleton, WI
POSITION SUMMARY The Finance Operations Specialist will perform routine daily functions in support of Finance Shared Services. Standard responsibilities will be transactional in nature and consist of customer service, data entry, account reconciliations, first touch customer contact and resolution. This position will be located onsite at our Corporate Office in Appleton, WI [425 Better Way, Appleton, WI 54915]. JOB RESPONSIBILITIES Provide support with day-to-day finance operations, including data entry, processing transactions, and maintaining records Support the maintenance of internal controls and compliance with regulatory requirements, ensuring accuracy and integrity in financial processes Collaborate with cross-functional teams to identify process improvement opportunities and contribute to the implementation of best practices Assist in the development and maintenance of training materials and documentation for the finance operations tasks routinely performed Contribute to departmental initiatives and projects as assigned, supporting the achievement of goals and objectives Serve as a liaison between the Finance Operations team and internal stakeholders, addressing inquiries and resolving issues in a timely manner Assist in fostering relationships with external partners, such as vendors and financial institutions, to ensure effective collaboration Stay updated on industry trends, regulations, and best practices, and apply knowledge to enhance finance operations Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization Continuously learn and develop self professionally Support corporate efforts for safety, government compliance, and all other company policies & procedures Perform other related duties as required and assigned QUALIFICATIONS Bachelor's degree in Finance, Accounting, or related field preferred; equivalent work experience will be considered Professional work experience in finance operations, accounting, or a similar role Solid understanding of financial processes, internal controls, and compliance requirements Strong analytical and problem-solving skills, with attention to detail and accuracy Proficiency in using Microsoft Office applications, particularly Excel Excellent verbal and written communication skills, with the ability to effectively convey information Strong organizational and time management abilities, with the capacity to handle multiple tasks and meet deadlines Demonstrated ability to work independently as well as collaboratively in a team environment Customer service-oriented mindset with a proactive and solution-oriented approach Strong work ethic, reliability, and commitment to delivering high-quality results DIVISION: Corporate U.S. Venture requires that a team member have and maintain authorization to work in the country in which the role is based. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency unless based on business need. U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture. U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at (920) 739-6101.

Posted today

EPM Oracle Finance Consultant, Manager-logo
EPM Oracle Finance Consultant, Manager
PwCSan Diego, CA
Industry/Sector Not Applicable Specialism Finance Management Level Manager Job Description & Summary A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Demonstrates intimate abilities and/or a proven record of success as a team leader, leading practices in the following areas: Month End Consolidation, SEC and Statutory Reporting; Financial Master Data Management; and, Account Reconciliations. Demonstrates intimate abilities and/or a proven record of success as a team leader, leading technical implementation of EPM (Enterprise Performance Management) tools: Oracle Cloud EPM; Hyperion Planning & HFM (Hyperion Financial Management) Oracle EPBCS Enterprise Planning and Budgeting Cloud Service; FCCS - Financial Consolidation & Close Cloud Services; EDMCS - Enterprise Data Management Cloud Services; ARCS - Account Reconciliation Cloud Services; PCMCS - Profitability and Cost Management Cloud Services; and, Narrative Reporting (EPRCS) - Oracle Enterprise Performance Reporting Cloud Service Demonstrates intimate abilities and/or a proven record of success as a team leader, leading technical development of: General Oracle EPM configuration; Business Rule / Calculation Development; Data Integration, EPM automate, EPM Integration Agent; Master Data Management; User Security Configuration and Management; and, Report Development. Demonstrates intimate-level abilities and/or a proven record of success managing efforts with identifying and addressing client needs: building relationships with clients; developing an awareness of Firm services; communicating with the client in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and communicating potential conflicts to a supervisor. Demonstrates knowledge and exposure of the common issues facing clients in their industry. Demonstrates intimate-level abilities and/or a proven record of success managing efforts with identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Demonstrates intimate abilities and/or a proven record of success as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Demonstrates intimate abilities and/or a proven record of success as a team leader working with cloud based collaboration and project management tools. Demonstrates highly efficient and effective communication through MS Office (Word, Excel, PowerPoint). Travel Requirements Up to 80% Job Posting End Date October 31, 2025 Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 6 days ago

Dealership Account Manager - Automotive Finance - Newnan, GA-logo
Dealership Account Manager - Automotive Finance - Newnan, GA
LendbuzzNewnan, GA
Are you passionate about driving success in the automotive industry through innovation and diversity? Lendbuzz is seeking a talented Dealership Account Manager to join our dynamic field sales team in Newnan, GA. This role is ideal for an auto finance expert eager to boost market share and forge strong relationships with dealership partners. Key Responsibilities Prospecting and Business Development: Identify and engage potential dealership partners to expand our network and increase market share in the automotive finance sector. Dealer Support and Relationship Management: Deliver exceptional support to existing dealer partners, ensuring their satisfaction and driving their success. Market Analysis: Conduct in-depth market research to uncover trends and opportunities in automotive finance, and adjust strategies accordingly. Brand Promotion: Elevate brand visibility and awareness through strategic outreach and effective communication. Requirements 2–7 years of experience in account management, sales, or business development within automotive lending, finance, or a related field. At least 2 years of tenure in the most recent position. Proven experience in auto finance or dealership account management, preferably with hands-on experience in special finance. Strong interpersonal and negotiation skills, with a track record of successful relationship-building. Ability to analyze market trends and adapt strategies to achieve business objectives. Excellent communication skills and a proactive problem-solving approach. Experience with Salesforce, HubSpot, or other CRM tools. A strong sense of teamwork with the ability to work independently. A valid driver's license, a clean driving record, and full coverage insurance. Outstanding customer service, communication, and organizational skills. Residence within or near the assigned geographic territory is required . Bachelor’s degree in Business, Marketing, Finance, or a related field (preferred). Bilingual proficiency in Spanish and/or Portuguese (preferred). This position includes Unlimited Earning Potential: Competitive base salary with uncapped monthly commission and a lucrative bonus structure. Your total compensation will reflect the impact you make in your market. Monthly Travel Stipend and Company Laptop: Support for travel expenses and a company-issued laptop to facilitate your work. Unlimited PTO: Flexibility to manage your own time and schedule, allowing for a work-life balance. Why Join Us? At Lendbuzz, we value innovation and diversity and are committed to driving success in the automotive industry. As a Dealership Account Manager, you’ll play a key role in our growth and impact in the auto finance space. Recent Achievements 2022 - Named one of America’s Best Startup Employers by Forbes. 2023 - Received a Fintech Breakthrough award for “Best Consumer Lending Platform” and grew revenue by over 80% year over year. 2024 - Surpassed ONE MILLION loan applications and counting. This Position Includes: Unlimited Earning Potential: Competitive base salary with uncapped monthly commission and a lucrative bonus structure. Your total compensation will reflect the impact you make in your market. Monthly Travel Stipend and Company Laptop: Support for travel expenses and a company-issued laptop to facilitate your work. Excellent Benefits Package: Comprehensive medical, dental, and vision coverage starting on the 1st of the month after your start date, plus 401(k) match and more. Unlimited PTO: Flexibility to manage your own time and schedule, allowing for a work-life balance. Apply Today! If you’re ready for a challenging and rewarding role as a Dealership Account Manager in Newnan, GA , apply now and help us drive success in the automotive industry.

Posted 30+ days ago

Finance Manager-logo
Finance Manager
Nashville NissanNashville, Tennessee
An F&I (Finance and Insurance) Manager in a car dealership handles the financial and insurance aspects of vehicle sales, securing financing, selling add-on products, and ensuring compliance with regulations. Here's a more detailed breakdown of the F&I Manager's role: Key Responsibilities: Securing Financing: Assessing customer needs and creditworthiness. Working with lending agencies to secure competitive interest rates. Presenting loan options and terms to customers. Selling F&I Products: Explaining and recommending extended warranties, GAP insurance, and other aftermarket products. Helping customers understand the benefits of these products and how they protect their investment. Paperwork and Compliance: Completing vehicle sale paperwork accurately and efficiently. Ensuring all transactions meet federal, state, and local regulations. Understanding and adhering to regulations like the Truth in Lending Act. Customer Service: Providing excellent customer service throughout the financing and insurance process. Building relationships with customers and lending institutions. Training and Support: Training sales teams on finance and lease programs. Staying up-to-date on industry regulations and best practices. Profit Generation: F&I managers are a key profit center for dealerships, and their success is measured by the revenue generated from F&I products.

Posted 4 days ago

Assistant Director of Finance (Temporary)-logo
Assistant Director of Finance (Temporary)
Sensei Wellness Holdings Inc.,Rancho Mirage, CA
Salary Range: $103,277 - $123,924   Position Description  The Assistant Director of Finance performs day-to-day accounting activities, reporting and month-end close. The position is responsible for preparing and analyzing financial reports and transactions as appropriate. This position ensures that operations are following all internal control procedures. Additional responsibilities include preparation of financial statements, prepares reports, oversee AP activities, and supporting the organization to meet business goals.  Responsibilities Prepare and process daily and monthly journal entries Oversees the AP and AR functions Reconcile balance sheets on a monthly basis  Prepare daily revenue report and distribute to department managers Monitor systems to ensure accuracy of data Assist or lead in preparing daily, monthly, yearly financial statements  Assists with Weekly Labor Report and Weekly Credit meeting, leads in the absence of the director.  Assists and counsel operations with accounting related questions  Assists with third party audits Supports the keeping of records with regards to contracts and Insurance. Maintains a strong accounting & operational control environment to safeguard assets, improve operations and profitability and manage business risks. Ensures compliance with all appropriate Standard Operating Procedures (SOPs), and existence of said SOPs. Supports and administers all processes connected to cash handling on property including issuance of new banks, bank counts and audits as well as Cash Drop log maintenance. Communicates financial concepts in a clear and persuasive manner that Is easy to understand and drives desired behaviors Leverages technology and effectively uses information systems and tools to generate financial reports and provide managers with analytical support to drive decision-making Leadership – Maintain a positive, upbeat role, promote and exemplify Company values and represents departmental objectives and interests to internal and external customers Lead by example with the ability to mentor, inspire, empathize and establish and communicate clear expectations aligned with the Sensei Culture, brand standards of guest experience and service guidelines Customer Service – Follow up on complaints, questions, and concerns; respond to internal/external customer needs in a friendly, timely and efficient manner Teamwork - Develop and promote teamwork and cooperation among co-workers Safety – Comply with established safe work practices and attend to all safety-related training provided or made available by the Company Due to the intimate nature of the resort with limited number of guests on property, must assist teams laterally across all departments to lead a seamless guest flow throughout the different resort spaces. Other duties as assigned Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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. Education and/or Experience      • BS degree In Accounting or Finance      • 3-5 years relevant accounting experience      • Working knowledge of GAAP Required Technical / Other Skills and Abilities     • Excellent computer skills (particularly in excel, ERP/GL)    • Strong attention to detail    • Flexibility to work outside of standard working hours as required (end of month etc.) Required Licenses/Certifications      • None About Sensei Founded by Dr. David Agus and Larry Ellison, our ecosystem of products and experiences is designed with one intention: to empower you to grow well and lead the world toward greater wellbeing. Based on Dr. Agus’ philosophy, Sensei believes we can guide our guests to greater wellbeing by offering experiential movement, rest and nourishment classes and programs. The launch of the Retreats wellness brand took place on Lana’i, Hawaii in partnership with Four Season’s lodging and food offerings by Nobu.  In this location, Sensei Porcupine Creek, Sensei is operating the lodging operation, as well as world-class golf, tennis, spa, fitness, movement, nutrition, meditative, enrichment and body assessment facilities. In addition, Sensei will run the F&B operation, as part of a licensing agreement with Nobu. Sensei programs and continuing learning sessions are high-touch, evidence-led and supported by the latest technology.  You can read our story here . Traits We Value   Loves a good challenge Resourceful and adaptable A strong sense of curiosity Embraces feedback and constantly seeks to improve Collaborative and knows how to get things done as part of a team Compensation & Benefits    Competitive compensation and benefits package 401k and FSA plans Wellness Benefit We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, sex (including gender identity or expression; pregnancy, childbirth, or related medical conditions), sexual orientation, age, religion, color, ancestry, disability (including association or relationship with an individual with a disability), marital status, National Guard obligation, genetic test results, arrest and court records, reproductive health decision, domestic or sexual violence victim status, breastfeeding requirements, assignment of income for child support obligations, or credit history or report.  

Posted 30+ days ago

Infrastructure & Public Finance Investment Banking Analyst (DC, NYC & Chicago)-logo
Infrastructure & Public Finance Investment Banking Analyst (DC, NYC & Chicago)
Siebert Williams ShankChicago, IL
Siebert Williams Shank & Co., LLC (“SWS” or the “Firm”) is conducting a search for an experienced Investment Banking Analysts to join its Infrastructure and Public team and work hybrid (4 days in-office) from its Chicago, New York or Washington, DC offices. At SWS, all bankers are an integral part of the financing team, assume a high level of responsibility, and actively participate in all aspects of transactions. Investment Banking Analysts provide analytical and quantitative support and generally assist more experienced junior bankers, as well as senior bankers, to provide investment banking services to clients in the public sector. SWS is a full-service investment banking and financial services company dual-headquartered in New York and Oakland.  SWS is a perennial leader as a co-manager of investment-grade corporate debt, a national leader in public finance investment banking, a named dealer on more than 50 commercial paper programs, and a seasoned and successful share repurchase agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital base. We are a SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB). Our diverse professionals are not only committed to providing the highest level of value-added services to our clients but also committed to improving the communities in which we work and live.  We have a 25+ year track record built on integrity, experience and results. Primary Responsibilities: Work alongside senior staff in preparing proposals and/or coordinating responses; draft client presentation materials and memos discussing financing strategies, market trends, firm qualifications, etc. Prepare graphical representations or various debt statistics Compile municipal issuers' historical financial information from public documents Prepare and maintain databases on client debt Analyze historical debt issuance and debt affordability Performing financial modeling and cash flow analyses to evaluate debt financing alternatives Participating in active transactions Participate in presentations to clients, as needed Format, print and bind of professional-looking documents for meetings Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and procedures Qualifications: B.S. or B.A. in finance, economics, public administration or related fields is preferred SIE, Series 52 & 63 licenses required  or must be obtained within 60 days of date of hire Relevant experience working in the public finance sector and/or familiarity with municipal debt instruments are extremely strong positives Excellent analytical and quantitative skills are a must and a good understanding of financial markets is expected Advanced user of Microsoft Excel, PowerPoint, and Word Ability to use Bloomberg and other finance industry statistical and structuring tools (WhatsBest!, DBC Finance and SDC); the ability to multitask efficiently across all these software platforms with prompt turnovers to bankers and clients is essential Highly self-motivated, well-organized, and willing to work long hours when needed Ability to prioritize tasks, react to changes, solve critical issues, and work independently while being team-oriented Demonstrated attention to detail with the highest standards of diligence in work product are essential to success Strong written and verbal communication skills and professional presence with clients are required We are Committed to Fair Pay. At SWS, we are committed to fair, transparent pay and strive to provide competitive, market-informed compensation. The target total fixed compensation range for the Analyst position is $95,000 - $125,000. Compensation for the successful candidate will be determined by the candidate's particular combination of knowledge, skills, competencies and experience. This position is also eligible for a discretionary bonus. SWS empowers talented and highly motivated individuals to thrive independently and collectively. We offer a competitive compensation package, an inclusive working environment and exceptional employee benefits. Our benefit program is designed to provide employees and their dependents with support in maintaining health and financial protection.  Siebert Williams Shank & Co., LLC is an Equal Opportunity Employer : EOE/M/F/V/D committed to a diverse workforce. We welcome and value the people and concepts that move our firm, our industry, and our communities forward.  All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any other characteristic protected by law.

Posted 30+ days ago

Development and Finance Director-logo
Development and Finance Director
Asian Pacific Islander Legal OutreachOakland, CA
About Asian Pacific Islander Legal Outreach API Legal Outreach is the largest social justice legal organization focused on the Asian/Pacific Islander, Latinx, and immigrant communities of the Greater Bay Area and the Central Valley. A growing community-based organization founded in 1975, our mission is to provide culturally competent and linguistically appropriate direct services to the most marginalized segments of our community including low-income women, seniors, immigrants, and youth. With offices in Oakland and San Francisco, our work is focused in the areas of Gender-based Violence, Immigration and Immigrant Rights, Disability Rights, Senior Law and Elder Abuse, Anti-Human Trafficking, Youth Violence Prevention, Anti API Hate Violence, the preservation of affordable housing and small businesses, and other social justice issues. Position Overview   Reporting to the Executive Director, the Development and Finance Director holds a key position in orchestrating our fundraising, resource development, and overseeing our grant administration and operations. This role is based primarily in our Oakland office, with additional responsibilities linked to our San Francisco office. The role requires a strong commitment to social justice, with frequent interactions with a wide range of stakeholders. The ideal candidate will be dedicated to serving underserved Asian and Pacific Islander communities and BIPOC communities in the Greater Bay Area. Key Responsibilities: Coordinate all fundraising work including grant applications, donation solicitation, and events. Represent the organization and assist in developing and maintaining positive relations with existing funders, sponsors, public officials and volunteers. Supervise finance, grant, and development staff. Assist Executive Director in fiscal oversight. Assist with administration of grants and contract management Assist with media and community relations, public education, and outreach work. Oversee maintenance of databases for purposes of funding solicitation and reporting. Assist with recruitment, training, and supervision of volunteers. All other office related duties as required. Minimum Qualifications A bachelor's degree. At least five years of experience in fund development and finance in a non-profit environment, preferably in APILO's priority areas of service. Demonstrated success in raising funds from foundation and corporate sources. Accounting/bookkeeping and financial management experience. At least five years successful supervisorial experience. Excellent planning, organizational and facilitation skills. Proficiency with PC systems (Word, Excel, QB, Abacus, and/or Salesforce). Demonstrated ability to work well under pressure, manage time and meet deadlines. Commitment to social justice. Preferred Qualifications Bilingual/bicultural skills in any language  Experience in a role with a focus on resource development and financial oversight. Experience within a non-profit or community service context. To Apply:  Please click on the links below to apply and send your cover letter and resume with three professional references. In the subject line, please write Development and Finance Director. In your cover letter, please address the following questions: Why did you apply to APILO? How does the mission inspire you? How does your background and experience support APILO's work? Equal Employment Opportunity: API Legal Outreach is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Posted 30+ days ago

Bisnow logo
Commercial Real Estate Finance Analyst
BisnowCharlotte, NC
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Job Description

Our SelectLeaders client is seeking a highly motivated and experienced Financial Analyst to join their dynamic team. The Financial Analyst supports the finance and investment teams by developing and maintaining financial models, conducting valuation and performance analysis, and assisting in transaction due diligence for commercial real estate investments. This position requires a strong foundation in accounting, advanced financial modeling capabilities, and prior exposure to the real estate investment lifecycle. The role involves detailed analytical work, collaboration with cross-functional teams, and preparation of financial reports for internal decision-making.

Job Responsibilities

  • Build and maintain detailed Excel-based models for underwriting, valuation, and forecasting of real estate assets (including DCF, IRR, cap rate, NAV, and sensitivity/scenario analysis).
  • Support investment underwriting activities for acquisitions and developments by analyzing historical operating performance, market comparables, and lease terms.
  • Contribute to the preparation of investment analysis summaries and internal memoranda.
  • Assist in the preparation of quarterly valuation updates including NAV calculations and fair value estimates.
  • Analyze asset-level performance against underwritten and budgeted metrics.
  • Develop dashboards and reporting tools to track key operating and financial KPIs.
  • Participate in the budgeting process in collaboration with accounting and asset management teams.
  • Maintain forecasting models to project asset-level cash flows and consolidated portfolio performance.
  • Support the analysis of budget-to-actual variances and financial trends.
  • Coordinate with internal teams and external advisors during due diligence for acquisitions and dispositions.
  • Review financial statements, rent rolls, operating data, and third-party reports to support investment decisions.
  • Assist in compiling and organizing supporting documentation for capital partners, lenders, and internal review.
  • Prepare financial reporting packages for senior management and stakeholders.
  • Compile and synthesize financial data to support executive-level presentations and investment committee materials.
  • Ensure integrity and consistency in reporting across assets and business lines.
  • Identify and implement improvements in financial modeling tools, workflows, and data management practices.
  • Help develop and document best practices for financial analysis and reporting standards across the finance team.

Qualifications

  • Education: Bachelor's degree in Accounting, Finance, or Economics required.
  • CPA designation or progress toward CFA preferred.
  • Experience:
  • 2-3 years of experience in public accounting (Big 4 or top-tier advisory firm), preferably in Audit, Transaction Services, or Real Estate Assurance
  • Exposure to commercial real estate, particularly in underwriting, financial modeling, or asset valuation contexts
  • Experience preparing or reviewing financial statements, with an understanding of GAAP and fair value reporting
  • Prior work supporting financial due diligence or real estate investment analysis strongly preferred
  • Skills:
  • Advanced proficiency in Microsoft Excel with experience building and auditing financial models (DCF, IRR, NPV, sensitivity/scenario analysis)
  • Proficient in PowerPoint for supporting presentation materials for internal stakeholders and investment committees
  • Familiarity with real estate analysis tools such as ARGUS, Yardi, MRI, or CoStar preferred
  • Comfortable working with large datasets and integrating financial and operational data into models and reports
  • Competencies:
  • Strong attention to detail, with the ability to produce consistently accurate work under deadlines
  • Solid analytical and problem-solving skills; capable of synthesizing complex financial data into clear insights
  • Self-starter with strong organizational and time management abilities
  • Effective communicator, able to collaborate across accounting, finance, and asset management functions