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CFO Advisors logo
CFO AdvisorsSan Francisco, California
Why This Role is Different: We're not your typical early-stage startup. As a profitable , bootstrapped company doing 7+ figures in revenue, all powered through organic references , we already power the operations of many of Silicon Valley's fastest-growing companies. Our customers are backed by Sequoia, A16z, Bessemer, and leaders like Sam Altman. Our frameworks and processes help these portfolio companies transform into category-defining leaders. We're a leading CFO Services consultancy that's trusted by the best, AND we're now scaling our impact through AI-powered software that's already selling at near six-figure annual contract values. Like Palantir's journey from services to platform, we're encoding our battle-tested operational expertise into a financial operating system that scales. This powerful combination of services and software creates extraordinary operational leverage—we're building toward $1M in revenue per employee. As an added unique benefit, we operate a corporate venture capital fund where our team can co-invest + gets carry alongside top-tier VCs like Sequoia, Benchmark, and Forerunner in oversubscribed rounds. But what makes this engineering role truly special is the unprecedented access to real operational data from many high-growth companies, direct exposure to Tier 1 VCs and elite founders, and a front-row seat to understanding what truly makes startups scale. Company Overview: At CFO Advisors, we are on an audacious mission: to halve startup failure rates and double the pace of innovation by redefining how great companies operate. CFO Advisors has spent years perfecting the operational frameworks that power 50+ of the fastest-growing companies backed by Sequoia, A16z, Bessemer, and leaders like Sam Altman. We've learned exactly what separates companies that scale from those that stall—and now we're encoding that knowledge into AI-powered software. We don't just generate insights— we rewire entire organizations to act on them. Our proven frameworks instill transparency, alignment, accountability, autonomy, and velocity throughout every level of a company. Our AI product suite transforms these battle-tested patterns into technology that drives action: one source of truth across all systems, automated variance routing with owner accountability, and intelligent workflows that bridge the gap between insights to actions. We're building the software layer that bridges the gap between knowing what to do and actually getting it done—because in a post AI native world where intelligence is a commodity, accountability & execution will become the only lasting competitive advantage for companies. The Opportunity: As Finance & Strategy at CFO Advisors, you'll shape how the world's most innovative companies operate at scale.. You'll work directly with founders and investors to turn proven operational strategies into practical software tools that portfolio companies actually use. The role combines strategic thinking with hands-on implementation—you'll dig into real company data, identify what works, and build systems that help finance teams execute without constant oversight. Your goal: take complex financial playbooks and break them down into clear, repeatable processes that functional leaders can run on their own. This position directly impacts how fast CFO Advisors can grow by making our expertise scalable across more companies. What You’ll Do: · Own the Finance Stack: Take full ownership of finance system deployments from strategy to execution. You'll master everything from high-level frameworks to tactical workflows, learning what drives results. · Strategic Partner to Exceptional Founders: Work directly with leading founders to implement operating systems that transform how their companies execute, turning strategic vision into measurable outcomes. · Process Architecture: Convert our proven playbooks into step-by-step workflows that functional leaders can execute independently, prioritizing implementations that drive immediate operational velocity. · AI-Powered Finance Transformation: Deploy intelligent systems that encode the operational patterns of 50+ high-growth companies. Transform manual finance workflows into AI-driven solutions that scale. What We’re Looking For: · 2-4 years of experience in both technical finance roles (investment banking, private equity, or management consulting) and operating roles at high-growth, venture-backed startups. · Proven ability to act as a shock absorber in high-pressure situations · Demonstrate exceptional work velocity and stamina. Thrive in fast-paced environments where delivering quality at speed is the standard. Compensation & Work Arrangement: Work Arrangement · Hybrid in our offices in San Francisco or Austin Compensation + Perks · Competitive Salary · Additional Variable Compensation · Generous Equity · Participation + Carry in our Corporate Venture Capital Fund · $5,000 per year Learning Stipend · Ongoing mentorship from our portfolio company CEOs and our VC Investment Partners

Posted 30+ days ago

Transamerica logo
TransamericaCedar Rapids, Iowa
Job Family Administrative Services About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life . Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit transamerica.com . Job Description Summary Transamerica has been helping people feel better about the future for more than 100 years, and we’re proud of the trust we’ve earned. But we believe our responsibility goes beyond insurance, investments, and retirement accounts. We’re also in the business of helping people improve their financial and personal well-being, so they can add more years to their lives, and more life to their years. Are you looking for an opportunity to take your collegiate accounting/finance/business analytics coursework and apply it in a fast-pace business environment? Do you have a desire to learn new processes and technologies? Are you interested in learning under Accounting and Finance professionals while working alongside them to find innovative solutions? Job Description What You Will Do: In this internship, you will have the opportunity to work alongside Transamerica team members on business-impacting projects. You should have a general interest in accounting and finance, be comfortable with Excel, and possess strong analytical and critical thinking skills. This intern would be responsible for assisting in the day-to-day execution of the Aegon Americas Sarbanes Oxley controls program within the first line of defense. They would be responsible for assisting in the identification, assessment, oversight reporting, and disclosure of key controls across the company, and ensuring the business procedures and/or financial controls are in compliance with applicable regulatory and corporate standards and practices. They will also develop and maintain relationships with appropriate business management and process owners, as well as risk management personnel (second line of defense). What Success Looks Like: By working collaboratively with others, interns are responsible for but not limited to: Help evaluate the design of internal controls and make recommendations for improvement. Assist in documenting financial/accounting/actuarial process flows, with a focus on internal controls and Sarbanes-Oxley compliance. Support the execution of management’s SOX risk assessment and scoping activities to ensure proper risk identification, process mapping and controls linkage for a sustainable internal control framework. Assist in the development and implementation of goals, policies, priorities, and procedures relating to internal controls over financial reporting and SOX. Help prepare updates to management, including management control remediation plans. Work with external auditors to plan and implement an assessment of the control environment, coordination of timing and execution of process walkthroughs, and a process for timely sharing of potential issues for resolution with respect to internal controls. Collaborate with the first line in development of action plans to assess the adequacy of action taken by management to correct reporting deficient conditions, accepting adequate corrective action and continuing reviews with appropriate management on action considered inadequate until satisfactory resolution. Collaborate with the second line the in development and implementation of a system to capture and track control deficiencies, as well as internal and external audit findings to resolution. Engage the second line in testing the design and operating effectiveness of internal control over financial reporting. Attend all intern events and participate in the internship program in general What You Need: To qualify for an internship, applicants must be currently enrolled at a college or university pursuing an accounting, finance, or other analytical-type degree. Internships are not available for students who have completed their college education or who will graduate prior to the conclusion of the internship. Working knowledge of Microsoft suite of products (Microsoft Word, PowerPoint, and Excel Familiarity with accounting principles. Strong written and verbal communication skills. Ability to work independently and as part of a team. Analytical and problem-solving skills. Working Conditions: Interns will work hybrid in Cedar Rapids, IA. Tuesday, Wednesday, and Thursday will be in office; Monday and Friday will be work-from-home days. Compensation: The salary for this position is $21.00 per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Full-time interns will receive an intern allowance to cover costs of relocation including housing, mileage, and travel expenses. Sponsorship: Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees . Compensation Benefits Competitive Pay Bonus for Eligible Em ployees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of s ervice at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads , and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company - sponsor ed, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees . They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica’s Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. * It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Posted 4 weeks ago

Notion logo
NotionSan Francisco, California
About Us: Notion helps you build beautiful tools for your life’s work. In today's world of endless apps and tabs, Notion provides one place for teams to get everything done, seamlessly connecting docs, notes, projects, calendar, and email—with AI built in to find answers and automate work. Millions of users, from individuals to large organizations like Toyota, Figma, and OpenAI, love Notion for its flexibility and choose it because it helps them save time and money. In-person collaboration is essential to Notion's culture. We require all team members to work from our offices on Mondays and Thursdays, our designated Anchor Days. Certain teams or positions may require additional in-office workdays. About The Role: Lead a high-performing Business Partnership (BP) Finance team delivering strategic partnership and financial leadership to business units. Act as the primary finance liaison to department heads and senior leadership, guiding planning, forecasting, and decision-making. Transform financial data into actionable insights that influence go‑to‑market strategies, investment decisions, and profitability improvements. We are a lean team, so your impact will be felt immediately. What You'll Achieve: Provide finance support across GTM, R&D, and G&A expense and headcount management. Lead coordination & improvements of monthly Budget vs Actuals (BvA) reviews and other opportunities to build financial maturity. Elevate finance's strategic voice through a collaborative mindset. Drive improved forecast accuracy, alignment, and collaborative strategic decision making as a part of ad hoc and recurring finance processes including monthly close, reforecasts, planning, long-range planning, and other critical Expense & Headcount forecasting processes and reporting. Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes. Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses and dashboards. Drive deeper Budget vs Actuals understanding and forecast precision via smarter, more data-driven modeling and tighter cross-functional partnership, particularly in uncharted, high impact areas. Tackle new & evolving priorities for the team. Conduct ad hoc modeling (e.g. pricing, cost-benefit, investment cases). Translate data into narratives that guide leadership decisions. Strengthen our operational infrastructure by identifying process improvements. Build automation to take steps out of our recurring motions and reduce margin of error. Coach and mentor talented existed team to develop both technical and partnership capabilities. Grow the team as part of our operational excellence journey. Skills You'll Need to Bring: ~10-15 years experience in Business Partnership FP&A and other finance roles Proven leadership managing business partnership FP&A teams and executive relationships Ability to translate complex financial data into strategic narratives. Excellent communication: able to articulate financial insights to non-finance leaders Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes Strong work ethic, reliability, and attention to detail. Willingness to roll up their sleeves with the team - “get it done” attitude Nice to Haves: Experience with a high-growth SaaS company Experience with Netsuite, Workday, Zip, and planning tools Experience with usage-based pricing and cost structure We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you’re excited about a role but your past experience doesn’t align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you’re a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you. Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know. Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role’s scope and complexity, and the candidate’s experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $240,000- $280,000 per year. By clicking “Submit Application”, I understand and agree that Notion and its affiliates and subsidiaries will collect and process my information in accordance with Notion’s Global Recruiting Privacy Policy . #LI-Onsite

Posted 2 weeks ago

Reklame Health logo
Reklame HealthNew York, New York
About ReKlame Health Sixty million adults experience mental health challenges in the United States, yet one-third lack access to proper care. Opioid overdose is the number one cause of death for people under 50 in the United States. We are a clinician-led, tech-enabled provider group that exists to provide culturally competent behavioral health care addiction care, medication management, crisis intervention, and care coordination for people working towards taking back control of their lives, while expanding access to care. Our vision at ReKlame Health is to create a future where individuals who have historically been unable to access the care they deserve can readily obtain high-quality behavioral health and addiction care. At ReKlame Health, it goes beyond mere employment; it's about becoming a part of a formidable movement transcending individuality. Let's unite and forge a world where health equity and effortless access to exceptional mental healthcare can co-exist. About the Role We are seeking a Strategic Finance Lead to act as a trusted partner to the CEO and executive leadership team, playing a pivotal role in shaping our company's future. This position requires a leader who can distill complex financial data into clear, actionable insights, enabling the executive team to make informed, data-driven decisions. As the strategic finance lead, you will align our financial strategy with our organizational vision to guide the company toward sustainable, long-term growth. At the intersection of analytical precision and visionary leadership, you will oversee and refine our financial modeling, budgeting, forecasting, and performance analysis. Your expertise will ensure our organization remains financially disciplined and well-positioned to navigate the challenges of scaling. We are seeking an intellectually curious and entrepreneurial leader who demonstrates exceptional ownership and initiative. As the company expands, this position has the opportunity to evolve into a Head of Finance or Chief Financial Officer role, assuming broader responsibility for capital strategy and financial leadership at the organization level. This is a Hybrid role with three in-office days per week at our corporate headquarters in Midtown Manhattan, NYC. Key Responsibilities You will take full ownership of the entire financial model Cash Flow Forecasts (weekly, monthly, quarterly): project inflows/outflows to ensure liquidity and avoid surprises. Budget vs. Actuals Analysis: compare planned spending/revenue against reality to track performance. Runway Calculations (esp. if venture-backed): how many months of operating cash remain given current burn rate. Working Capital Analysis : timing of receivables, payables, and payroll to keep operations smooth. Oversee Controller, revenue cycle, external accountants, bookkeeping, and cash flow management. You will drive Strategic Planning & Forecasting. FP&A : Build forecasting models (revenue, expenses, cash flow). Run scenario planning to guide decisions. Annual Budget : detailed revenue and expense plan aligned with company goals. Rolling Forecasts (e.g., 12–18 months): updated regularly to reflect actuals and new assumptions; advise on corrective actions Break-even Analysis : how much revenue is required to cover fixed and variable costs. Collaborate with growth, operations, and clinical leads to evaluate hiring, pricing, payer contracts, and expansion initiatives. Lead analysis on new service lines, M&A opportunities, and operational optimization. You will lead Performance & Growth Metrics. Revenue Forecasting Models : based on pipeline, contracts, or utilization (depending on your business model). Customer / Patient Acquisition & Retention Economics (if relevant): Key metrics such as Customer Acquisition Cost (CAC), Lifetime Value (LTV), payback period, and Free Cash Flow (FCF). Profitability Metrics : Analysis of EBITDA, net margin, and gross margin trends. Key KPIs Dashboard : real-time view of financial and operational drivers that the CEO and executive leadership team will monitor. You will protect and accelerate with Compliance and Technology Compliance & Audit Readiness : ensuring GAAP alignment, tax preparedness, and clean financial records. Cap Table & Equity Modeling (if applicable): dilution scenarios, option pool planning. Integrate advanced finance, including, if relevant, FP&A, ERP, BI, fathom, and specialized AI software, to build a highly scalable and efficient finance division. Internal Controls & Policies Establish and maintain robust internal controls and company financial policies to ensure effective financial management. Identify opportunities to streamline financial processes. You will love this role if: Education : Bachelor’s degree in Accounting, Finance, Economics, or related field required. CPA, or MBA, a plus, not required. Experience : Minimum of 3-5 years of progressive experience in investment banking , strategic finance, FP&A, consulting, or high-growth startups strongly preferred. Backgrounds in Big Four audit/advisory, or healthcare revenue cycle finance will also be considered. Proven ability to build financial models, budgets, and forecasts, and translate insights into strategic recommendations, ideally in a growth-stage or small-to-medium-sized company. Industry Knowledge: A strong understanding of the healthcare industry is required . An understanding of MSO and ACO structures is a plus. Entrepreneurial Mindset: Proactive approach to problem-solving. Adaptability and eagerness to grow into a strategic leadership role, such as a Head of Finance or CFO role. GRIT and Tenacity: You demonstrate resilience, perseverance, and a proactive attitude, consistently driving results even in the face of obstacles Intellectually Curious: You think critically and love solving complex problems while serving as a trusted thought partner to senior leaders. Integrity & Confidentiality: High level of integrity and commitment to maintaining confidentiality. Technical Proficiency : Experience with QuickBooks, NetSuite, or Xero and payroll systems like Rippling or ADP. Advanced proficiency with Microsoft Excel. Experience with bill pay, project management, and data visualization tools. Location Requirements : Hybrid schedule, with three in-office days per week at our beautiful corporate headquarters in Midtown Manhattan. Compensation Package: Base Salary: $130,000 - $150,000 Benefits: Equity (e.g. stock options) Bonus : Opportunity performance based bonuses based on company and individual performance Full Health Coverage: Enjoy comprehensive medical, dental, and vision insurance. Generous Time Off: Up to 21 days of PTO, including vacation and sick leave, plus company holidays. Income Protection: Company-paid Short-Term Disability coverage for peace of mind. Continuous Growth: Opportunity to work alongside senior leadership for mentorship and guidance, with potential to grow into Head of Finance or CFO And more. Professional Development : Unlock growth opportunities within a purpose-driven early-stage organization dedicated to creating a positive impact. Why Join Reklame Health? Why Now? As the Strategic Finance Lead, you will play a pivotal role in addressing critical issues, including improving access to mental health care and reducing overdose rates in the communities we serve. This is more than modeling, more than scenario planning, more than running CAC/LTV ratios, and more than the slope you're on in your career. This position offers a unique opportunity to leverage your expertise, grow within a mission-driven startup, and gain invaluable exposure to senior leadership. If our mission resonates with you, and you want to be part of something bigger than yourself, helping people face life’s toughest challenges while continuing to develop as a leader, Reklame Health may be the place for you. We look forward to meeting you. This position operates on a hybrid basis, requiring three days of on-site work per week. ReKlame Health considers several factors to ensure a fair and competitive offer when evaluating compensation packages. These include the scope and responsibilities of the role, the candidate's work experience, education, and training, as well as their essential skills. Internal peer equity is also examined to maintain balance within the organization. Additionally, current market conditions and overall organizational needs are crucial in shaping the final offer. Each aspect is thoughtfully reviewed before extending an offer, ensuring a comprehensive and equitable approach. ReKlame Health is an equal opportunity employer. We celebrate diversity and are committed to creating a supportive and inclusive environment for all employees. If you’re hungry for a challenge in 2025, love solving problems, and want to be a part of something transformational, we’d love to hear from you! Learn more about us at www.ReKlamehealth.com *We never ask for money or sensitive personal information during the job application process. If you receive an email or message claiming to be from us that requests such information, please do not respond and report it as a scam.

Posted 2 days ago

R logo
Ray Auto GroupFox Lake, Illinois
Ray Auto Group, a leading Northern Illinois Auto Group, is searching for an experienced F&I Manager. Applicant must have a proven track record and references. Excellent pay plan and benefit package. Please send your resume in confidence for consideration. We do require previous New Car Dealer Finance Manager experience. Competitive Pay plan Demo vehicle / demo allowance 401(k) match Health, Dental, Vision benefits

Posted 30+ days ago

Kimberly-Clark logo
Kimberly-ClarkAtlanta, Georgia
Associate Finance Manager - Enterprise Supply Chain Job Description You’re not the person who will settle for just any role. Neither are we. Because we’re out to create Better Care for a Better World, and that takes a certain kind of person and teams who care about making a difference. Here, you’ll bring your professional expertise, talent, and drive to building and managing our portfolio of iconic, ground-breaking brands. In this role, you’ll help us deliver better care for billions of people around the world. It starts with YOU. In this role, you will: Reporting to the Associate Director of Enterprise Manufacturing and Logistics, the Business Analyst is expected to independently partner with values stream teams (commercial, R&D and supply chain) to provide financial, business and strategic analysis and insights. Seeking a strategic thinker with strong leadership abilities, collaborative mindset, deep analytical skills, exceptional communication skills, and a passion for driving results. Conduct value stream analysis integrating inputs across commercial, manufacturing, logistics, procurement, and R&E to optimize total delivered cost and operational efficiency. Develop standardized ways of working and tools to rapidly provide views of total delivered cost including raw materials, conversion spend, distribution cost, etc. Integrate data sources and apply assumption-based modeling and scenario building to navigate ambiguity and drive actionable insights. Conduct unbiased financial modeling supporting Enterprise objectives and outcomes, supporting senior leadership with clear financial guidance. Assist with ad hoc requests from the Enterprise Value Stream leadership teams Written and Verbal Communication: Excellent communication and presentation skills, including strong PowerPoint / deck-writing skills; capable of catering a message appropriately for a given audience Structured Problem Solving: Brings structure to ambiguous problems and possesses the ability to frame key questions and develop a workplan to answer them. Analytical and Quantitative: Strong analytical and quantitative skills and the ability to independently generate strategic insights. Financial Analyses: Ability to analyze P&L trends and diagnose issues, articulate financial impact of findings/recommendations to senior leadership Business Judgment: Possesses insight and understanding in dealing with risks and opportunities in business that is likely to lead to favorable outcomes. Influence and Stakeholder Management: Ability to manage and influence senior-level stakeholders Change Management: Capable of understanding organizational dynamics, individual incentives, and barriers to change to implement new ways of working in line with business priorities Knowledge and Enthusiasm for K-C: Knowledge of the K-C organization, brands, metrics, etc.; enthusiastic about the potential strategic options facing Kimberly-Clark. Agile and Versatile: Demonstrated track record of success working in a fast-paced setting. About Us Huggies®. Kleenex®. Cottonelle®. Scott®. Kotex®. Poise®. Depend®. Kimberly-Clark Professional®. You already know our legendary brands—and so does the rest of the world. In fact, millions of people use Kimberly-Clark products every day. We know these amazing Kimberly-Clark products wouldn’t exist without talented professionals, like you. At Kimberly-Clark, you’ll be part of the best team committed to driving innovation, growth and impact. We’re founded on more than 150 years of market leadership, and we’re always looking for new and better ways to perform – so there’s your open door of opportunity. It’s all here for you at Kimberly-Clark. Led by Purpose. Driven by You. About You You perform at the highest level possible, and you appreciate a performance culture fueled by authentic caring. You want to be part of a company actively dedicated to sustainability, inclusion, wellbeing, and career development. You love what you do, especially when the work you do makes a difference. At Kimberly-Clark, we’re constantly exploring new ideas on how, when, and where we can best achieve results. When you join our team, you’ll experience Flex That Works: flexible (hybrid) work arrangements that empower you to have purposeful time in the office and partner with your leader to make flexibility work for both you and the business. In one of our professional roles, you’ll focus on winning with consumers and the market, while putting safety, mutual respect, and human dignity at the center. To succeed in this role, you will need the following qualifications: Bachelor's degree in Finance, Economics, or a related field (MBA, CPA preferred) + 6 years prior financial experience supporting supply chain, retail or related. Strong analytical and problem-solving skills, with proficiency in data-driven decision-making Experience working and influencing in a matrix organization. SAP, PowerBI, Anaplan exposure Collaborative team player, ability to work with teams across geographies, functions and cultures. Strong communication skills and ability to influence senior leader Hybrid role Total Benefits Here are just a few of the benefits you’d enjoy working in this role for Kimberly-Clark. For a complete overview, see www.mykcbenefits.com . Great support for good health with medical, dental, and vision coverage options with no waiting periods or pre-existing condition restrictions. Access to an on-site fitness center, occupational health nurse, and allowances for high-quality safety equipment. Flexible Savings and spending accounts to maximize health care options and stretch dollars when caring for yourself or dependents. Diverse income protection insurance options to protect yourself and your family in case of illness, injury, or other unexpected events. Additional programs and support to continue your education, adopt a child, relocate, or even find temporary childcare. To Be Considered Click the Apply button and complete the online application process. A member of our recruiting team will review your application and follow up if you seem like a great fit for this role. In the meantime, please check out the careers website . And finally, the fine print…. For Kimberly-Clark to grow and prosper, we must be an inclusive organization that applies the diverse experiences and passions of its team members to brands that make life better for people all around the world, which is why we seek to build a workforce that encompasses the experiences of our consumers. When you bring your original thinking to Kimberly-Clark, you fuel the continued success of our enterprise. We are a committed equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, age, pregnancy, genetic information, citizenship status, or any other characteristic protected by law. The statements above are intended to describe the general nature and level of work performed by employees assigned to this classification. Statements are not intended to be construed as an exhaustive list of all duties, responsibilities and skills required for this position. Employment is subject to verification of pre-screening tests, which may include drug screening, background check, and DMV check. Veterans and members of the Reserve and Guard are highly encouraged to apply. Salary Range: 85.540 – 105.620 USDAt Kimberly-Clark, pay is just one aspect of our total rewards package, which also includes a variety of benefits and opportunities to achieve, thrive and grow. Along with base pay, this position offers eligibility for a target bonus and a comprehensive benefits suite, including our 401(k) and Profit Sharing plan. The anticipated base pay range for this role is provided above for a fully qualified hire. Actual pay will depend on several factors, such as location, role, skills, performance, and experience. Please note that the stated pay range applies to US locations only. Primary Location Roswell Building 300 Additional Locations Chicago Commercial Center, Dallas World Headquarters Worker Type Employee Worker Sub-Type Regular Time Type Full time

Posted 5 days ago

PricewaterhouseCoopers logo
PricewaterhouseCoopersTampa, New York
Industry/Sector Not Applicable Specialism Finance Management Level Senior Associate Job Description & Summary At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. In financial operations at PwC, you will specialise in improving the efficiency and effectiveness of financial operations within organisations. Your work will involve assessing financial processes, identify areas for improvement, and design and implement solutions to streamline financial operations, enhance controls, and reduce costs. You will be responsible for providing guidance on financial systems implementation, process automation, and financial shared services. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Finance Consulting team you are to work within Finance Transformation, focusing on the Order-to-Cash cycle, including ordering, billing, payments, and collections processes. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall build client relationships, develop a deeper understanding of the business context, and navigate increasingly complex situations to deliver quality work and grow your personal brand. Responsibilities - Improve efficiency in the Order-to-Cash cycle - Analyze and solve complex financial problems - Maintain elevated standards in every deliverable - Build and nurture client relationships - Mentor and guide junior team members What You Must Have - Bachelor's Degree - 4 years of experience What Sets You Apart - Master's Degree in Accounting, Business Administration/Management, Finance preferred - CPA - Proven record in subscription and monetization models - Significant abilities in Order-to-Cash cycle and revenue recognition - Knowledge of enabling technologies for finance and accounting - Familiarity with global compliance and regulatory requirements - Proven record in analyzing and improving finance processes - Significant abilities in working with ambiguity and delivering results -Significant abilities with Salesforce: Order Management, Billing, Dunning & Collections; Zuora: Z 360, Zuora Orders, Zuora Billing, Zuora Revenue, Zuora Finance -Significant abilities with Oracle: Subscription Management Cloud, Revenue Management Cloud, Billing & Revenue Management, ERP Cloud Accounts Receivable, Collections Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $77,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

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Insulet CorporationActon, Massachusetts
Job Title: Finance Manager – Contract Manufacturing Location: Acton, MA - Hybrid Position Summary We are seeking a results-driven and analytical Finance Manager to oversee financial reporting and analysis related to our third-party contract manufacturing (CMO) . The area of responsibility covers manufacturing operations in China and across the supply base where consigned inventories or other Insulet assets are used at 3 rd party vendors . This role will work closely with the Supply Chain Organization and their finance support resources focused on accounting treatments and best practice implementation . This role is responsible for monitoring costs, managing inventory analysis and reporting, supporting contract execution and negotiations, and ensuring financial transparency and compliance. The CMO Manager will also assist in developing new contract manufacturing activities and relationships for future expansion. This is a global role within a fast-growing medical device company, requiring strong cross-functional collaboration and business acumen. Key Responsibilities Financial Reporting & Analysis Lead monthly financial close activities for contract manufacturing (CMO) , including inventory accruals, reconciliations, cost updates and variance analysis. Prepare and present financial reports on CMO and site performance, including cost trends, inventory levels, and margin impacts. Analyze actual vs. forecasted results and provide insights to support operational and strategic decisions. Develop and maintain dashboards and KPIs to monitor financial performance across both third-party and internal manufacturing. Support the development of the annual budget and quarterly forecasts related to operational variances, local spend ing (where applicable ) and inventory fluctuations. Cost Management & Inventory Oversight Track and analyze manufacturing costs, including material, labor, overhead, and logistics associated with third-party and Irvine operations. Monitor inventory levels at CMO sites , the Irvine facility , and specific consigned inventories at vendor locations , ensuring accurate valuation , inventory controls, and reporting. Partner with supply chain and operations teams to optimize inventory turns and reduce excess or obsolete stock. Ensure compliance with internal controls and accounting standards related to inventory and cost of goods sold. Support and maintain compliance with Sarbanes-Oxley (SOX) requirements, including documentation and testing of key controls. Collaborate with internal audit and external auditors to facilitate reviews and implement corrective actions as needed. Provide guidance and support related to related transactional flows within the Insulet ERP system , including the design and recognition of earned overhead absorption. Ensure compliance and execution of CMO contract terms and busine ss agreements. Compliance audits related to fixed assets located at remote CMO facilities. Contract Support & Business Partnership Support contract negotiations with CMOs by providing financial modeling, cost benchmarking, and scenario analysis. Collaborate with procurement, legal, and operations teams to evaluate commercial terms and financial implications. Serve as the finance lead for CMO and supporting the Irvine site regarding relationship management, ensuring alignment on performance metrics and cost expectations. Identify and drive opportunities for cost savings and operational efficiency. Qualifications Bachelor’s degree in Finance , Accounting, or related field (CPA, CMA, or MBA preferred). 8 + years of experience in financial analysis, cost accounting, or operations finance, preferably in a manufacturing or CMO environment. Strong understanding of manufacturing cost structures, inventory accounting, and supply chain finance. Proficiency in ERP systems (SAP, Oracle, or similar) and advanced Excel skills. Excellent analytical, communication, and business partnering skills. Ability to manage multiple priorities and work cross-functionally in a fast-paced, global environment. Preferred Skills Experience working with third-party manufacturers or outsourced production models. Familiarity with contract review and financial risk assessment. Knowledge of standard costing, variance analysis, and inventory reconciliation. Experience with data visualization tools (e.g., Power BI, Tableau). NOTE: This position is eligible for hybrid working arrangements and requires on-site work from an Insulet office. #LI-Hybrid Additional Information: The US base salary range for this full-time position is $98,625.00 - $147,937.50. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position in the primary work location in the US. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your Talent Acquisition Specialist can share more about the specific salary range for your preferred location during the hiring process. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits. Insulet Corporation (NASDAQ: PODD), headquartered in Massachusetts, is an innovative medical device company dedicated to simplifying life for people with diabetes and other conditions through its Omnipod product platform. The Omnipod Insulin Management System provides a unique alternative to traditional insulin delivery methods. With its simple, wearable design, the tubeless disposable Pod provides up to three days of non-stop insulin delivery, without the need to see or handle a needle. Insulet’s flagship innovation, the Omnipod 5 Automated Insulin Delivery System, integrates with a continuous glucose monitor to manage blood sugar with no multiple daily injections, zero fingersticks, and can be controlled by a compatible personal smartphone in the U.S. or by the Omnipod 5 Controller. Insulet also leverages the unique design of its Pod by tailoring its Omnipod technology platform for the delivery of non-insulin subcutaneous drugs across other therapeutic areas. For more information, please visit insulet.com and omnipod.com.We are looking for highly motivated, performance-driven individuals to be a part of our expanding team. We do this by hiring amazing people guided by shared values who exceed customer expectations. Our continued success depends on it! At Insulet Corporation all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. ( Know Your Rights )

Posted 1 day ago

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AcuTech GroupMclean, Virginia
Who We Are: AcuTech Group, Inc. is a premier provider of process safety, risk management, chemical security, industrial fire protection engineering, and emergency management services. We have deep expertise in Process Safety Management (PSM), Training, Implementation, Auditing, Process Hazard Analyses (PHA’s), Hazard and Operability Studies (HAZOPs), Quantitative Risk Assessment (QRA) and Facility Siting, among other engineering and consulting services. AcuTech has deep specialization in the oil and gas, chemical, LNG, petrochemical, renewables, hydrogen, and other industries handling hazardous materials. Our industry experts deliver these services to leading privately held and publicly traded companies, as well as government agencies, and state sponsored entities globally. About the Job AcuTech Consulting Group is growing rapidly and seeking a highly qualified and motivated Director of Finance & Accounting to help fuel our growth. We’re looking for someone to bring exceptional leadership, oversight, and strategic direction to our finance and accounting areas. This role reports directly to our CEO and works closely with our senior management team and business leaders. This position is hybrid, with at least three days per week in our Tysons Office in Mclean, VA. What You’ll Do Be a strategic thought partner and advisor with the CEO & other senior business leaders Monitor and analyze financial performance and provide recommendations for improvement Challenge the status-quo and create well-managed sustainable processes that will allow us to grow Oversee daily financial operations, including accounting, budgeting, and reporting Manage and oversee the books and accounting processes, including accounts payable, accounts receivable, and the general ledger Oversee the month-end and year-end closing processes, including preparing and reviewing journal entries; conduct account reconciliations; prepare and review financial statements Lead, manage, and shape the accounting team, ensuring high performance and growth opportunities Ensure compliance with GAAP and other regulatory requirements, including tax filings Manage cash flow and prepare cash forecasts Manage the annual budgeting and forecasting process, including developing the Annual Operating Plan, and provide financial analysis to support business decisions Manage relationships with external auditors, tax preparers, and other financial service providers Continuously evaluate and improve accounting processes and systems Review draft contracts/agreements and provide feedback on terms that may impact taxes and other financial areas such as revenue recognition Counsel the company on fiscal control and profitability; present and interpret the financial results for managers and leaders while building financial aptitude company-wide Advise on opening and management of international offices including taxes, financial analysis, forecasts Conduct special financial analyses and provide insights as needed What’s Required Bachelor's degree in accounting or related field Minimum of seven (7) years of progressive accounting experience, including management experience Strong understanding of accounting, finance, budgeting, and cost control principles including Generally Accepted Accounting Principles (GAAP) Strong initiative, problem solving skills, and ethics. Knowledge of federal and state financial regulations Strong business acumen Ability to effectively communicate complex financial concepts to non-financial stakeholders What’s Preferred Experience working at a small to mid-size, multi-state and international consulting firm CPA Experience working with Deltek Vantagepoint The estimated salary range for this position is $175,000–$225,000 per year, commensurate with experience, qualifications, and market conditions. We are committed to offering a competitive compensation package that reflects the value and expertise of our team members. Diversity, Equity, and Inclusion are core values at AcuTech, and we are passionate about building and sustaining an inclusive and equitable working environment for all. AcuTech is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, state, or local laws.

Posted 4 weeks ago

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Reflection AINew York, New York
As our first finance hire you will be responsible for establishing the financial foundation of the company, enabling efficient scaling, and partnering closely with leadership to drive strategic decision-making. This role combines hands-on ownership of day-to-day finance processes with long-term planning to support Reflection’s mission of advancing state-of-the-art AI research and applications. Key Responsibilities Build Finance Infrastructure: Own core finance processes including budgeting, forecasting, financial reporting, and cash flow management. Operational Excellence: Manage accounts payable/receivable, payroll, expense management, and ensure accuracy in bookkeeping and reconciliations. Strategic Finance: Partner with leadership to manage financial models, scenario analyses, and KPIs that guide company strategy and resource allocation. Compliance & Controls: Ensure compliance with tax, audit, and financial regulations while implementing strong internal controls. Scale: Evaluate and implement finance tools/systems to support company growth. Investor & Board Reporting: Prepare materials for fundraising, board meetings, and investor updates. Qualifications +7 years in finance roles at high-growth startups or top-tier finance/consulting firms. Strong foundation in accounting principles, financial planning & analysis (FP&A), and compliance. Demonstrated ability to build scalable finance operations. Excellent modeling, analytical, and problem-solving skills. Strong communication and collaboration skills to work cross-functionally with technical and non-technical teams. Comfort balancing strategic planning with hands-on execution. Passion for AI/LLMs. What We Offer The opportunity to define and scale the finance function at a cutting-edge AI company. Close collaboration with a team of world-class researchers, engineers, and operators. A high-impact role with visibility into company strategy and growth trajectory.

Posted 30+ days ago

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Friendship AutomotiveKingsport, Tennessee
JOIN A WINNING TEAM! At Friendship Automotive, our customers are friends and our Team Members are family. Friendship is located in 5 states, 9 cities and has 21 locations with lots of opportunity for growth. Voted Automotive News BEST DEALERSHIPS TO WORK FOR 13 years and counting! Come develop your career with an award-winning, customer focused automotive group. We're looking for a FINANCE MANAGER to join our team at the brand new FRIENDSHIP HYUNDAI of KINGSPORT Our ideal candidates are high-energy, results-driven and ready to make an immediate impact as they join us in opening the region's newest automotive dealership. What You'll Do: Provide recommendations and assistance to arrange financing of vehicle purchases Present customers with products to enhance the ownership experience Effectively close deals as needed Accurately submit deals to lenders for approval Prepare deal paperwork and contracts Ensure deals are compliant with local, state and federal guidelines Guarantee expeditious funding of all contracts Maintain proficiency and certifications as required Qualification Checklist: 1+ years verifiable success in Automotive Finance preferred Excellent communication and customer service skills Expertise in negotiation and presentation Proficiency in structuring deals for maximum profitability Knowledge of CRM / DMS platforms Ability to build rapport and trust with customers A professional, well-groomed personal appearance Compensation and Benefits: We offer an aggressive compensation plan that is driven by commission and includes guaranteed income. You'll have a competitive benefits package including medical, dental, vision, life, and disability insurances, paid time off, company holidays, 401(k), and various wellness and gym reimbursements.

Posted 1 week ago

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Coast EnergyEl Segundo, California
Job Title: Senior Project Finance Associate Location: El Segundo, CA or Southern CA Start Date: Immediate Compensation: $150k base salary + performance bonus structure ABOUT COAST Coast (“Coast” or the “Company”) is a rapidly growing clean energy independent power producer focused on distribution-level energy generation and storage. Our portfolio includes onsite commercial and industrial solar and energy storage, microgrids, and distribution-level front of the meter solar and energy storage.Through the backing of its financial sponsor, Crosstimbers Capital Group, Coast expects to finance, develop, own, and operate $400+ million of energy generation and storage projects across the United States over the next several years. We are looking for talented, results-oriented, self-starters who will consistently deliver exceptional results to our customers and investors in pursuit of becoming a leading independent power producer in the United States. COAST’S BELIEFS ABOUT PEOPLE We believe people should feel appreciated and part of a broader—mission-based organization—where their experience and talents are nurtured, and their full potential is realized.Coast seeks to cultivate a culture that enables talented individuals to thrive by autonomously utilizing their unique abilities and extraordinary work ethic within a highly collaborative environment that fosters innovation, creativity, and teamwork. We view it as one of our greatest responsibilities to enable, lead, and help individuals grow into their best versions. Our team shares a common vision of becoming the best version of ourselves and building the best company we can create while transitioning our country to clean, renewable energy. EXPECTED OUTCOMES AND REQUIREMENTS Coast has identified the need for a Senior Project Finance Associate who will lead Coast’s front of the meter solar and energy storage project financial underwriting and the development of underwriting tools and best practices around underwriting these project types. This individual will collaborate with the origination and finance teams to qualify, underwrite, and finance solar projects and to underwrite counterparty creditworthiness, and uplevel Coast’s underwriting practices through continuous improvement and refining of underwriting tools and strategy. Responsibilities include: Project Underwriting and Origination Underwrite complex solar and energy storage projects, incentive structures, and financing structures to optimize project benefits and stakeholder returns including distribution-level energy storage and solar projects with contracted or programmatic revenues Continuously refine and improve Coast’s proposal templates and underwriting processes Maintain Coast’s assumptions related to project underwriting, SREC and energy rate curves and other foundational model inputs Build and refine financial and credit underwriting tools and assumptions to qualify solar and energy storage projects and to evaluate creditworthiness of counterparties Assist in the negotiation of project terms and generate project term sheets and customer proposals Help manage Coast's project origination pipeline and in-bound project documents from development partners and vendors while leveraging internal technology and processes Define and update project origination processes and tools for efficient project execution Coordinate multiple internal and external origination and development activities, including the receipt of 3 rd party reports, to advance projects through the origination and development process Support the origination, evaluation, and due diligence of solar and storage projects to reach NTP Regularly refine the company's CRM database for project leads and deal sourcing Assist in all other responsibilities to support Coast’s continued growth and success Reporting Provide internal reports and presentations on KPIs and dashboards for business and project origination Lead investment committee reporting and presentations on project origination Support management team by keeping company level origination KPI’s up-to-date in salesforce Assist in keeping project models updated through project lifecycles Leadership and Autonomy Oversee Coast’s SREC trading processes Identify new tools and process improvements to improve Coast’s credit underwriting processes Autonomously enhance Coast’s workflows and processes with minimal support and guidance from leadership Actively engage in discussions and demonstrate attentiveness during virtual and in-person meetings Lead Coast’s efforts in defining and executing on various strategies or initiatives, including: customer credit underwriting, SREC trading, merchant revenue assumption. QUALIFICATIONS AND EXPERIENCE Bachelor’s degree in business, finance or related preferred 5-7 years of experience in the clean energy industry; energy storage experience highly valued Demonstrated ability to underwrite complex solar and energy storage projects, including various incentive structures and financing arrangements Demonstrated ability to assess the creditworthiness of counterparties involved in solar and energy storage projects Proven ability to autonomously enhance underwriting workflows and processes with minimal support and guidance from leadership Experience effectively coordinating multiple internal and external development activities simultaneously Proficiency in generating reports and presentations on KPIs and dashboards for various stakeholders Proficiency with Microsoft Excel and PowerPoint for data analysis and presentations Excellent communication skills and comfort with engaging internal and external stakeholders Highly detail-oriented and organized individual Innovative and organized self-starter with the desire and ability to work autonomously Energetic and driven personality who thrives in a high-paced, dynamic, small-company environment

Posted 1 week ago

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NorthStar Buick GMCZelienople, Pennsylvania
Auto Sales and Finance Must have auto sales Experience be good with numbers and very detail oriented.

Posted 30+ days ago

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Arrow Electronics Inc,Alpharetta, GA
Position: Senior Analyst, Strategic Finance Job Description: Arrow Electronics is seeking a highly motivated and experienced mergers and acquisitions (M&A) professional to join our lean, high-impact Strategy team and help drive Arrow's next phase of growth. As Senior Analyst, you will play a vital role in shaping our company's growth strategy by identifying, evaluating, and executing M&A opportunities. Working closely with senior leadership as a key member of the Strategy team, you will support the company's overall corporate development initiatives. This is a high-visibility, high-impact role within Arrow and requires a candidate with 3-5 years of strategic finance experience. A strong understanding of the technology distribution landscape is additive but not strictly required; financial analysis experience and growth mindset will be prioritized in evaluating candidate fit. What You'll Be Doing: Strategic Role: This position provides an opportunity to play a strategic role within a well-established Fortune 500 company. As a Senior Analyst, the individual will have a direct impact on the company's growth strategy and long-term success. Industry Expertise: Arrow operates in distribution and value-added services across the technology sector, offering a unique opportunity for someone with strategic finance experience to gain a deeper understanding of the industry. Full Deal Lifecycle Involvement: The Senior Analyst role encompasses end-to-end deal management. This includes sourcing, evaluation, negotiation, and post-merger integration. Company Growth and Impact: Arrow's lean, high-impact Strategy team offers the opportunity to make a significant impact on the company's growth trajectory. As the company expands its market presence and pursues strategic initiatives, the Senior Analyst will play a highly visible role in driving these efforts and contributing to the company's success. Collaboration and Cross-functional Exposure: Working closely with cross-functional teams, including legal, finance, and operations, the Senior Analyst will gain exposure to various business models and corporate functions across Arrow. This collaboration provides an opportunity to broaden skill sets, develop a deeper understanding of business operations, and build relationships with key stakeholders. Work-Life Balance: While the nature of this role will require periods of heavy workload required by complex and time sensitive initiatives, Arrow offers a culture that strongly supports a healthy work-life balance. Long-term Career Growth: Arrow values your contribution to the success of the company and is committed to supporting your professional development. Success as Senior Analyst can lead to multiple career paths within Arrow, offering the potential for long-term growth and advancement opportunities. Conduct thorough research and analysis to identify potential acquisition targets, strategic partners, and investment opportunities in the technology solutions and electronic components sectors that align with our growth objectives. Evaluate and assess the financial and strategic viability of strategic opportunities through financial modeling and comprehensive due diligence. Develop detailed financial models, valuation analyses, and investment memoranda to support decision-making processes. Collaborate with cross-functional teams, including Legal, Finance, and Operations, to develop and execute M&A strategies that align with our corporate goals. Participate in the end-to-end deal execution process, including negotiation, structuring, and documentation, in collaboration with internal and external stakeholders. Support integration planning and execution in collaboration with key stakeholders. Monitor industry trends and competitive landscape within relevant sectors to identify emerging opportunities and risks. Prepare and present regular updates to senior leadership on corporate development activities and progress. Build and maintain relationships with advisors and prospective strategic partners and acquisition targets to enhance deal sourcing and market intelligence. What We Are Looking For: Bachelor's degree. CPA or CFA is a plus. 3-5 years of experience in financial analyst, transaction services, investment banking, private equity, or similar role rooted in strategic finance. Advanced financial modeling and valuation skills. Growth mindset driven by a high level of intellectual curiosity. Collaborative approach: ability to influence diverse stakeholders and build consensus. Sharp attention to detail and execution of the highest quality. Sophisticated analytical and problem-solving methodologies. Exceptional written and verbal communication skills, with the ability to present complex information in a clear and concise manner. Strong project management and organizational skills to manage multiple priorities and meet deadlines. Proficiency in financial analysis and presentation tools, such as Excel and PowerPoint, and familiarity with industry-standard databases and resources. Strategy or M&A experience is a plus but not strictly required. Work Arrangement: Hybrid: 3 days in office/2days work from home What's In It For You : At Arrow, we recognize that financial rewards and great benefits are important aspects of an ideal job. That's why we offer competitive financial compensation, including various compensation plans and a solid benefits package. Medical, Dental, Vision Insurance 401k, With Matching Contributions Short-Term/Long-Term Disability Insurance Health Savings Account (HSA)/Health Reimbursement Account (HRA) Options Paid Time Off (including sick, holiday, vacation, etc.) Tuition Reimbursement Growth Opportunities And more! Compensation Range: $84,500 - $110,000 Location: US-GA-Alpharetta, Georgia (Sanct) Time Type: Full time Job Category: Accounting/Finance EEO Statement: Arrow is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, gender, age, sexual orientation, gender identity, national origin, veteran or disability status. (Arrow EEO/AAP policy) We anticipate this requisition will be open for a minimum of five days, though it may be open for a longer period of time. We encourage your prompt application.

Posted 3 days ago

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Restaurant Technologies, IncMendota Heights, MN
Manager, Finance- Operations The Manager, Finance- Operations will be responsible for delivering forward-looking, value-added business analysis as well as defining and reporting meaningful financial and operational metrics that lead to insightful, accurate business decision-making for the Operations team. The Manager, Finance Operations will lead a team of Operations Finance Analysts responsible for developing a deep understanding of key business drivers and building sophisticated financial models which will enable this team to deliver insightful, value-added analysis to support strategic decision-making across Operations. The Manager, Finance Operations is also responsible for leading the Operations budgeting and strategic planning process. Location, Territory, and Travel This is a hybrid position with the ideal candidate based out of the Minneapolis/St. Paul Metro area and requires up to 10% travel. Compensation The base salary range for this position is $135,000 - 155,000 annually, plus a 20% bonus opportunity. Please note that the base salary will vary based on geographic location, market conditions, and the candidate's experience. Primary Responsibilities Lead the Operations Financial Planning & Analysis team and partner with leaders within operations to provide value-added insight into the business. Provide financial guidance and recommendations as part of the Operations Leadership Team Analyze actual performance vs. Budget/forecast and provide insights and recommendations Lead the development of annual budget and quarterly forecast for all Operations. Develop action-oriented dashboards and reports for Operations driving productivity and cost reductions. Ensure all reports and their associated narratives are produced accurately and on time. Evaluates and interprets a broad range of data, reconciles discrepancies, and translates information to best serve stakeholder needs. Evaluate ROI and payback for capital projects and major operational investments Effectively present information and respond to questions from Senior Leadership and Operations Leadership Oversee Operations incentive compensation on a quarterly basis Performs other duties as assigned. Minimum Qualifications: Minimum of a Bachelor's degree in accounting, finance, or business administration required OR 10+ years of relevant professional experience, in lieu of. Minimum of 7 years of relevant experience in financial planning and analysis. Experience and demonstrated proficiency in financial data analytics Experience with the following technologies and applications required: Microsoft Office, with advanced Excel capabilities. Proven ability to communicate financial concepts to non-financial stakeholders Demonstrated experience driving cost reduction and process improvement initiatives Excellent interpersonal and communication skills Preferred Qualifications: Experience with the following technologies and applications preferred: Oracle Fusion (EPM), Tableau, Salesforce Master of Business Administration preferred. Previous leadership experience preferred Strategic thinking skills Inclusive Employer At Restaurant Technologies, we celebrate diversity, believe in equity, and are committed to creating an inclusive environment for all employees; we're proud to be an Equal Employment Opportunity and Affirmative Action employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law." If you need assistance or an accommodation due to a disability, please contact us by email at RTCareers@rti-inc.com or call 1-888-796-4997. Restaurant Technologies is a Military & Veteran friendly company. Culture & Benefits Our employees are the foundation of our success and we take care of them! Our comprehensive benefits include professional development, competitive health care coverage, incentives and a healthy work and life balance. We've cultivated an award-winning workplace for driven team members who enjoy a fast pace and rapid growth balanced by a flexible and supportive environment. We've earned recognition as a "Best Place to Work," by the Minneapolis/St. Paul Business Journal along with The Minnesota Work Life Champions Award while consistently earning a spot on Minnesota's Fastest Growing Companies list. In addition, we've earned numerous awards from our customer base who consider Restaurant Technologies a valued strategic partner. Who We Are Restaurant Technologies is the leading provider of highly innovative and value-enhancing bulk cooking oil management services to the food service industry. Our solution is environmentally sound, highly efficient and creates a safer, more productive work environment for restaurant personnel. With over 35,000 existing customers we are an established, profitable mid-sized company poised for double-digit growth in the coming year. We are headquartered in suburban Minneapolis, Minnesota with a growing number of sites strategically located across the U.S. serving over 41 metropolitan markets.

Posted 2 days ago

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Armanino McKenna Certified Public Accountants & ConsultantsWoodland Hills, CA
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. As a Senior Project Manager at Armanino, you will be responsible for leading and managing projects involving Microsoft Dynamics 365 FSC implementation. You will work closely with our clients to define project objectives, manage scope, budget, and timeline, and ensure successful project delivery. Your expertise in D365 FSC and project management will be pivotal in delivering high-quality solutions to our clients while maintaining the highest level of customer satisfaction. Job Responsibilities: Define project objectives, scope, and critical success factors for D365 FSC implementations. Lead and communicate project planning, execution, and monitoring, ensuring adherence to SOW scope, project timelines and budgets. Collaborate with cross-functional teams and stakeholders to ensure project success. Identify and manage project risks, issues, and scope changes. Educate and guide the project team and clients on D365 FSC capabilities, best practices, implementation methodology and deliverables. Facilitate project communication and maintain project documentation. Prioritize and differentiate between critical and non-critical tasks, ensuring timely resolution. Lead and contribute to client-facing meetings, fostering open communication and addressing project-related questions and concerns. Manage and develop client relationships, supporting their business needs and offering solutions. Collaborate with internal teams to identify and pursue new opportunities for business development. Provide project status reporting, financial reporting, and resource scheduling. Ensure project contracts, approvals, and change orders are processed in a timely manner. Collaborate internally and with client for new opportunities. Pursue follow-up business opportunities SOW contract management & administrative functions (task estimation, issue resolution, etc.) Weekly Project Status Reporting & Project Financial Reporting (e.g. Budget vs Actuals) Manage Client Billing, A/R balance and Collections. Resource Scheduling and Availability Issue Resolution Follow formal problem escalation procedures Requirements: Bachelor's degree in business, IT, related field or equivalent work experience Minimum of 7 years' experience in project management, with a focus on Microsoft D365 FSC / F&O. Proven expertise in D365 FSC implementations, particularly in Finance and Supply Chain. Experience working in professional services or in a management consulting firm. Strong project management skills, including planning, budgeting, and risk management. Excellent communication and presentation skills, with the ability to influence and lead client discussions. Communicating highly technical information to non-technical audiences. Detail-oriented with strong organizational and problem-solving abilities. Ability to mentor and guide junior team members. Flexibility in adapting to changing project demands and schedules. Collaborative mindset and the ability to work with diverse teams and stakeholders. Flexibility to work from home while collaborating in person half the time. Preferred Qualifications: PMP certification is a plus. Preferred experience with software-centric solution design, Change management, Business Process Design, Organizational Design experience, Product training experience Familiarity with Agile development methodologies. Knowledge of D365 FSC extensions and customizations. Previous experience in business process design and change management. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $113,100-$133,100. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $124,400-$146,400. For Northern California residents, the compensation range for this position: $130,100-$153,100. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: Medical, dental, vision Generous PTO plan and paid sick time Flexible work arrangements 401K with Profit Sharing Wellness program Generous parental leave 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Posted 3 days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncTexas, AL
Description Summary: The National Account Manager markets and manages highly specialized lease relationships. This position can be remote but will be hybrid if located near a Huntington office. Duties & Responsibilities: Creates and operationalizes marketing strategies in an effort to demonstrate the benefits of leasing. Organizes and manages a large portfolio within a region or territory to generate the maximum in new lease originations. Develops and maintains quality customer relationships. Understands the customer's needs from a technical as well as a financial perspective. Develops relationships with new customers. Develops and maintains understanding of the economics of leasing transactions. Proposes creative product and financial alternatives in an effort to satisfy customers' objectives. Participates in vendor plant tours, seminars, applicable training and customer briefings to maintain knowledge of products, product trends and to reaffirm relationships with customers. Performs other duties as assigned. Basic Qualifications: Minimum 5 years' experience in relationship management in commercial banking, leasing industry, or technology sales Bachelor's degree Preferred Qualifications: Strong analytical and reporting skills Strong organizational and leadership skills Excellent interpersonal, verbal, and written communication skills, advanced skills in Microsoft Excel Ability to travel as needed #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Applications Accepted Through: 10/09/2025 Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled. Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $75,000 - $100,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 5 days ago

Hilton Worldwide logo
Hilton WorldwidePortland, OR
The Embassy Suites by Hilton Portland Downtown is currently hiring a Director of Finance! This role is responsible for overseeing, directing and administering all financial operations of the hotel in the hotel's continuing effort to deliver outstanding guest service and financial profitability. What will I be doing? As the Director of Finance, you would be responsible for overseeing, directing and administering all financial operations of the hotel in the hotel's continuing effort to deliver outstanding guest service and financial profitability. Specifically, you would be responsible for performing the following tasks to the highest standards: Direct and administer all financial operations of the hotel to include, but not limited to, asset protection, financial reporting, systems management, hotel-wide budget and forecasting, department management, and meeting participation and facilitation Ensure compliance with all Generally Accepted Accounting Principles (GAAP) Serve as financial advisor to hotel management and ownership Monitor and approve all sales, purchases, salaries and expenses of the hotel Assist and counsel department heads in the interpretation and analysis of financial data, recommending courses of action to maximize hotel profitability Prepare annual plan, projections and budgets Monitor and develop team member performance to include, but not limited to, providing supervision and professional development, scheduling, conducting counseling and evaluations and delivering recognition and reward Recruit, interview and train team members What are we looking for? Since being founded in 1919, Hilton has been a leader in the hospitality industry. Today, Hilton remains a beacon of innovation, quality, and success. This continued leadership is the result of our Team Members staying true to our Vision, Mission, and Values. Specifically, we look for demonstration of these Values: Hospitality- We're passionate about delivering exceptional guest experiences. Integrity- We do the right thing, all the time. Leadership- We're leaders in our industry and in our communities. Teamwork- We're team players in everything we do. Ownership- We're the owners of our actions and decisions. Now- We operate with a sense of urgency and discipline In addition, we look for the demonstration of the following key attributes: Quality Productivity Dependability Customer Focus Adaptability What will it be like to work for Hilton? Hilton is the leading global hospitality company, spanning the lodging sector from luxurious full-service hotels and resorts to extended-stay suites and mid-priced hotels. For nearly a century, Hilton has offered business and leisure travelers the finest in accommodations, service, amenities and value. Hilton is dedicated to continuing its tradition of providing exceptional guest experiences across its global brands. Our vision "to fill the earth with the light and warmth of hospitality" unites us as a team to create remarkable hospitality experiences around the world every day. And, our amazing Team Members are at the heart of it all! The Benefits- Hilton is proud to have an award-winning workplace culture ranking #1 Worlds Best Workplace by Great Place to Work & Fortune.We support the mental and physical wellbeing of all Team Members so they can Thrive personally and professionally in a diverse and inclusive environment, thanks to innovative programs and benefits. Hilton offers its eligible team members a comprehensive benefits package including: Access to your pay when you need it through DailyPay Mental Health Resources Best-in-Class Paid Time Off (PTO) Go Hilton travel discount program Supportive parental leave Matching 401(k) Employee stock purchase program (ESPP) - purchase Hilton shares at 15% discount Debt-free education: Access to a wide variety of educational credentials (ex. college degrees, high school completion, English-language learning, digital literacy, professional certificates and more) Career growth and development Team Member Resource Groups Recognition and rewards programs Available benefits may vary depending upon property-specific terms and conditions of employment and the terms of the collective bargaining agreement if applicable. #LI-JB1

Posted 6 days ago

U logo
Upgrade Inc.Wilmington, NC
Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America two years in a row. We have delivered over $33 billion in affordable and responsible credit to our 5.5M customers. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B. We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts. Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans. We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1850 talented and dedicated professionals. Come work with us if you like to tackle big problems and make a meaningful difference in people's lives. About the Role: We are looking for a highly analytical and strategic Head of Finance to drive profitability, business strategy, operational efficiency and enhance reporting for Upgrade Cards & Personal Lines of Credit. Reporting directly to the CFO, this role is a critical business partner to the Card business, responsible for providing financial insights and strategic guidance to the Head of Cards and the executive leadership. The ideal candidate will have a strong background in financial services especially in the credit card industry, deep knowledge of scaling businesses, and experience driving profitability in dynamic environments. Preferred locations are Wilmington, DE or San Francisco, CA What You’ll Do:  ​​Partner with Card business to build out the Valuations Infrastructure (NPV model/IRR), including providing inputs and assumptions for the initial build as well as quarterly monitoring process Co-develop monthly marketing investment decisioning criteria to allow the business to make the most optimal decision for the marketing dollars For co-brand deals, develop a “deal valuations model”- make it replicable for different types of co-brand partners Conduct Investor deal analysis, providing what-if scenarios, interfacing with large institutional investors as well as banks & credit unions  Develop and maintain accurate, timely, and insightful financial reports for executive leadership and stakeholders. Establish and enhance reporting frameworks to track key financial metrics and business performance. Lead initiatives to analyze profitability and identify areas of opportunity. Own the monthly/quarterly forecast process, ensuring alignment with corporate goals. Monitor performance against budget, identify trends, and recommend actions to achieve targets. Provide data-driven insights and recommendations to influence business strategy and decision-making. Partner with business leaders to evaluate opportunities, pricing strategies, and cost management initiatives. Collaborate with cross-functional teams to support product launches, market expansion, and operational scaling. What We Look For: Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CFA designation preferred. Previous experience developing models and reporting with Pigment  10+ years in Corporate Finance, FP&A, strategic finance, or a related field Experience in high-growth companies, preferably in fintech, consumer tech, or B2C product companies. Previous experience in pre-IPO or public companies is highly desirable.   What We Offer You :  Competitive salary and stock option plan 100% paid coverage of medical, dental and vision insurance  Competitive 401(k) and RRSP program   Flexible PTO Opportunities for professional growth and development   Paid parental leave Health & wellness initiatives #BI-Hybrid  #LI-Hybrid For California residents:  Upgrade's California   Notice at Collection and Privacy Policy  describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.   We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement .

Posted 30+ days ago

Healthlink Advisors logo
Healthlink AdvisorsTampa, FL
Job Description: We are seeking an experienced Trainer with expertise in Finance, Human Capital Management (HCM), and Payroll to join our team. The ideal candidate will play a critical role in designing, developing, and delivering training programs to support the successful implementation and ongoing use of enterprise systems in these functional areas. This role involves collaborating with cross-functional teams, subject matter experts, and end-users to ensure the training meets organizational goals and enhances user proficiency. Key Responsibilities: • Analyze training needs for finance, HCM, and payroll processes and systems. Experience with Workday is highly preferred. • Develop comprehensive training materials, including user guides, e-learning modules, job aids, and hands-on exercises. • Customize training content to suit diverse audiences, including end-users, supervisors, and executives.   Powered by JazzHR

Posted 30+ days ago

CFO Advisors logo

Finance & Strategy (Manager - Principal)

CFO AdvisorsSan Francisco, California

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Job Description

Why This Role is Different:

We're not your typical early-stage startup. As a profitable, bootstrapped company doing 7+ figures in revenue, all powered through organic references, we already power the operations of many of Silicon Valley's fastest-growing companies. Our customers are backed by Sequoia, A16z, Bessemer, and leaders like Sam Altman. Our frameworks and processes help these portfolio companies transform into category-defining leaders.

We're a leading CFO Services consultancy that's trusted by the best, AND we're now scaling our impact through AI-powered software that's already selling at near six-figure annual contract values. Like Palantir's journey from services to platform, we're encoding our battle-tested operational expertise into a financial operating system that scales. This powerful combination of services and software creates extraordinary operational leverage—we're building toward $1M in revenue per employee.

As an added unique benefit, we operate a corporate venture capital fund where our team can co-invest + gets carry alongside top-tier VCs like Sequoia, Benchmark, and Forerunner in oversubscribed rounds.

But what makes this engineering role truly special is the unprecedented access to real operational data from many high-growth companies, direct exposure to Tier 1 VCs and elite founders, and a front-row seat to understanding what truly makes startups scale.

Company Overview:

At CFO Advisors, we are on an audacious mission: to halve startup failure rates and double the pace of innovation by redefining how great companies operate.

CFO Advisors has spent years perfecting the operational frameworks that power 50+ of the fastest-growing companies backed by Sequoia, A16z, Bessemer, and leaders like Sam Altman. We've learned exactly what separates companies that scale from those that stall—and now we're encoding that knowledge into AI-powered software.

We don't just generate insights—we rewire entire organizations to act on them. Our proven frameworks instill transparency, alignment, accountability, autonomy, and velocity throughout every level of a company. Our AI product suite transforms these battle-tested patterns into technology that drives action: one source of truth across all systems, automated variance routing with owner accountability, and intelligent workflows that bridge the gap between insights to actions.

We're building the software layer that bridges the gap between knowing what to do and actually getting it done—because in a post AI native world where intelligence is a commodity, accountability & execution will become the only lasting competitive advantage for companies.

The Opportunity:

As Finance & Strategy at CFO Advisors, you'll shape how the world's most innovative companies operate at scale.. You'll work directly with founders and investors to turn proven operational strategies into practical software tools that portfolio companies actually use. The role combines strategic thinking with hands-on implementation—you'll dig into real company data, identify what works, and build systems that help finance teams execute without constant oversight. Your goal: take complex financial playbooks and break them down into clear, repeatable processes that functional leaders can run on their own. This position directly impacts how fast CFO Advisors can grow by making our expertise scalable across more companies.

What You’ll Do:

· Own the Finance Stack: Take full ownership of finance system deployments from strategy to execution. You'll master everything from high-level frameworks to tactical workflows, learning what drives results.

· Strategic Partner to Exceptional Founders: Work directly with leading founders to implement operating systems that transform how their companies execute, turning strategic vision into measurable outcomes.

· Process Architecture: Convert our proven playbooks into step-by-step workflows that functional leaders can execute independently, prioritizing implementations that drive immediate operational velocity.

· AI-Powered Finance Transformation: Deploy intelligent systems that encode the operational patterns of 50+ high-growth companies. Transform manual finance workflows into AI-driven solutions that scale.

What We’re Looking For:

· 2-4 years of experience in both technical finance roles (investment banking, private equity, or management consulting) and operating roles at high-growth, venture-backed startups.

· Proven ability to act as a shock absorber in high-pressure situations

· Demonstrate exceptional work velocity and stamina. Thrive in fast-paced environments where delivering quality at speed is the standard.

Compensation & Work Arrangement:

Work Arrangement

· Hybrid in our offices in San Francisco or Austin

Compensation + Perks

· Competitive Salary

· Additional Variable Compensation

· Generous Equity

· Participation + Carry in our Corporate Venture Capital Fund

· $5,000 per year Learning Stipend

· Ongoing mentorship from our portfolio company CEOs and our VC Investment Partners

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