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Recruiting Manager (Finance & Accounting Permanent Placement)-logo
Recruiting Manager (Finance & Accounting Permanent Placement)
Robert HalfNaperville, Illinois
JOB REQUISITION Recruiting Manager (Finance & Accounting Permanent Placement) LOCATION IL NAPERVILLE JOB DESCRIPTION Job Summary As a Recruiting Manager , your responsibilities will include developing and growing a client base and new business opportunities, introducing our services via video, telephone and in-person meetings with new and existing clients to expand the utilization of our services; recruiting, evaluating and placing finance and accounting professionals in full-time positions with our clients; delivering outstanding customer service to both clients and candidates; providing consistent communication and career guidance to candidates; participating in industry trade associations to increase our presence within the local finance and accounting community. Qualifications: A business related degree, ideally in finance or accounting. CPA and/or MBA a plus. 2+ years’ of experience in public/industry accounting/finance and/or successful permanent placement recruiting experience required. Successful candidates will have a proven track record of success, excellent communication skills and a high sense of urgency. The ability to leverage finance and accounting experience to manage and grow the business. Salary: The typical salary range for this position is $60,000 to $70,000. The salary is negotiable depending upon experience and location. The position is eligible for a bonus based upon achievement of performance objectives. Top Reasons to Work for Robert Half: EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER – For more than 75 years, our history of success and strong client relationships provide a level of stability few companies can match. PERFORMANCE = REWARD – We offer exceptional earning potential and a competitive benefits package, including a base salary and bonus pay (for talent professional positions), group health insurance benefits (medical, vision, dental), flexible spending and health savings accounts, life and accident insurance, adoption, surrogacy and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at roberthalfbenefits.com . UPWARD MOBILITY – With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond. TOOLS FOR SUCCESS – We provide world-class training, client relationship management tools and advanced technology to help you succeed. RESPECTED WORLDWIDE – Robert Half has appeared on FORTUNE magazine’s list of “Most Admired Companies” since 1998, as well as numerous “Best Places to Work” lists around the world. OUTSTANDING CORPORATE RESPONSIBILITY – We believe in an “Ethics First” philosophy, which means we are committed to social responsibility, promoting inclusion in the workplace, and actively participating in communities where we live and work. Learn more by downloading Robert Half’s Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility . Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance. In your email please include the following: The specific accommodation requested to complete the employment application. The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. JOB LOCATION IL NAPERVILLE

Posted 6 days ago

Sr. Financial Consultant - Claim Finance-logo
Sr. Financial Consultant - Claim Finance
Travelers Indemnity CoHartford, Connecticut
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Finance and Accounting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $71,900.00 - $118,700.00 Target Openings 1 What Is the Opportunity? Travelers' financial analysis team translates raw numbers into actionable insights to tell the story of past financial results and forecast possibilities into the future. The team acts as an independent party to collaborate with business partners and enable them to make informed decisions rooted in economic reality. As a Sr Consultant, Financial Analysis, you will prepare, evaluate, validate, and package financial reports for an assigned business area and conduct analyses to identify trends and outliers. You will leverage your ability to connect with others and take action to achieve customer's needs. This position, as Sr. Financial Consultant in Claim Finance, requires a strong understanding of financial controls, risk assessment, and audit processes, along with the ability to collaborate effectively with various stakeholders. The role involves designing and executing control processes over claim business areas. Key responsibilities include: • Control Design and Execution: Perform risk-based analysis to design effective monitoring procedures and execute test procedures validating compliance with financial and operational standards including Sarbanes Oxley. • Partnership and Collaboration: Partner with team and applicable business areas to provide workflow analysis and control recommendations. What Will You Do? Prepare, evaluate, and validate financial and operational reports. Analyze and interpret trends and variances in business performance, while interacting with cross functional peers on a frequent basis. Perform testing and validation of data and analyses when applicable. Synthesize and present exhibits, results, observations, and recommendations to direct manager, team members and/or cross functional peers. Support your financial and business partners in the creation of analyses to support business strategy. Perform other duties as assigned. What Will Our Ideal Candidate Have? Bachelor’s degree in Finance, Accounting, Economics, or pursuing a Master’s in Business Administration with a concentration in finance or accounting, or professional designations such as CPA, CMA or comparable advanced professional education. Experience with Financial Analysis concepts and processes and accounting practices and principles. Excellent written and verbal communication skills with the ability to collaborate effectively with business partners. Ability to analyze data to interpret trends and provide insights to management. Strong organizational and time management skills with the ability to handle shifting priorities. Ability to foresee challenges and proactively look for ways to create more efficient processes for the business. Experience using Microsoft Office (e.g., Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g. TM1, Essbase, Hyperion, etc.). What is a Must Have? Two years of finance, financial planning, accounting, or related experience. What Is in It for You? Health Insurance : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment. Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/ .

Posted 2 weeks ago

Finance Manager  - OCTA-logo
Finance Manager - OCTA
Keolis AmericaAnaheim, California
Salary: $100k - $125k / yr Knowledge and Experience: 5 or more years of proven finance experience Experience managing a full P&L Transit experience preferred, but not required Ability to meet critical deadlines and achieve organizational objectives Bachelor’s degree in Accounting or Finance required, Master’s degree preferred Strong work experience with Microsoft Office, especially Excel and Access Proficiency with ERPs and Reporting Tools; Microsoft Dynamics/Anaplan a plus High level of analytic, quantitative, and financial modelling skills Excellent written and verbal communication skills, strong interpersonal skills Ability to work across different departments Strong attention to detail and excellent organizational skills a must Ability to manage employees, while multi-tasking large projects Ability to thrive in a fast-paced team environment Key Accountabilities: Finance business partner to the OCTA leadership team and General Manager Accountable for the financial management of OCTA (AR, AP, Fixed Assets, Inventory supervision) Provide timely and accurate reporting and forecast, with insights from financial trends and operational KPIs/performance Drive and oversee month end close process in partnership with Controlling/Accounting Team Implement and drive performance dialogue with Operations team (GM, OCTA leadership team, Driver supervision, Maintenance) Implement and drive action plan to ensure delivery of financial targets Responds to ad-hoc financial analysis, special projects and similar duties Ensure compliance and delegation of authority is applied and respected throughout the OCTA organization. Drives internal controls process for finance systems. Document financial processes, initiate process improvement and action plan to ensure key financial and contractual targets are being met. Additional Statements: Drug and alcohol screening: Employment contingent upon passing pre-employment drug and alcohol screen. Also, contingent upon receiving a favorable background check. Must pass a physical examination. Safety commitment: Safety is a way of life at Keolis. By placing safety first, we ensure the wellbeing of our employees, customers, and communities. Together we can become the most successful transportation company in the world. Environmental commitment: Keolis is committed to protecting the environment by minimizing the impact of operations to our people and the communities in which we operate. EEO statement: Our policy is to afford Equal Employment Opportunity to qualified individuals regardless of their race, color, sex, religion, age, creed, marital status, national origin, ancestry, physical or mental disability, sexual orientation, or gender identification. We maintain a drug-free workplace and perform pre-employment substance abuse testing. Disclaimer and closing statement: The above statements are intended to describe the general nature and level of work performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees assigned to this job. Keolis is committed to offering our employees competitive compensation and benefits, opportunities for development and growth throughout an exciting and rewarding career, and the safest work environment possible.

Posted 1 week ago

Finance Manager-logo
Finance Manager
MUHAColumbia, South Carolina
Job Description Summary The Finance Manager for the Market reports to the Finance Director. Under general supervision, the Finance Manager creates and maintains financial reports to support market operations. This position coordinates internal and external benchmarking data to improve productivity, reduce costs and optimize revenue to further the goals and objectives of hospital administration. In addition, the Finance Manager assists in the management of special projects, creation of staffing grids and budgets, all procurement activities, legal documents, as well as processing major capital purchases Entity Medical University Hospital Authority (MUHA) Worker Type Employee Worker Sub-Type​ Regular Cost Center CC000844 COL - General Accounting & Finance (DMC) Pay Rate Type Salary Pay Grade Health-26 Scheduled Weekly Hours 40 Work Shift Job Description Assists with analyzing business user needs to assess technical feasibility and solutions. Assists with translating business requirements into functional specifications and managing changes. Assists with estimating the amount of analysis and development effort needed based on requirements. Involved in the full systems life cycle; designing, coding, testing, implementing, maintaining and supporting software, quality assurance, testing, and deployment. Assists with technical designs, specifications, and options for technical solutions. Develops technical documentation (designs, specifications, processes, workflows) and communications. Additional Job Description Education: Bachelors Degree or equivalent Work Experience: 5 years for support or 0-2 years for professional If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: http://www.uscis.gov/e-verify/employees

Posted 30+ days ago

Finance Coordinator-logo
Finance Coordinator
The Grand at River ValleyPoughkeepsie, New York
The Grand Rehabilitation and Nursing at River Valley is currently seeking a Finance Coordinator to join our team! Job Title: Finance Coordinator Position Type: Full-Time Pay Range: $22-27/ hr The Grand Healthcare System The Grand Healthcare System is dedicated to providing exceptional care across our network of long-term care and rehabilitation facilities. We offer beautiful residences, modern amenities, and an all-inclusive healthcare experience that exceeds expectations. Our compassionate team delivers high-quality care, ensuring every individual receives the attention they deserve. Position Overview This full-time position will be responsible for managing financial documentation, assisting with Medicaid applications, and ensuring that residents’ financial needs are met. You will work directly with residents and their families to help manage their financial obligations while maintaining accuracy in billing and record-keeping. Key Responsibilities Financial Documentation & Medicaid Applications Collect and review financial documentation for Medicaid applications. Assist residents in understanding and discussing their financial obligations. Input census information and process private bills accurately. Ensure timely and accurate collection of private monies owed to the facility. Collaboration & Communication Meet with residents and families to discuss financial matters in a clear and professional manner. Collaborate with interdisciplinary teams to ensure seamless financial operations. Additional Duties Perform other finance-related tasks as required by the Administrator. Qualifications & Requirements Detail-oriented with strong organizational and computer skills. Strong interpersonal skills and the ability to work well with others. Previous experience processing Medicaid applications- required Familiarity with skilled nursing facility finances is a plus. What We Offer Competitive Salary : Base salary with rewarding bonus opportunities. Comprehensive Benefits : Health insurance, 401(k), paid time off, and more. Professional Growth : Opportunities for career advancement and continued development. Innovative Training Programs : Ongoing training to enhance your skills and industry knowledge. Supportive Team : Work alongside a dedicated team that values collaboration and providing excellent care. How to Apply If you are detail-oriented, compassionate, and ready to make a difference in the financial operations of a leading healthcare facility, we want to hear from you! Apply online today and a personal recruiter will reach out to you. Follow Us: See what we’ve been up to on Instagram: www.instagram.com/TheGrandHealthcare

Posted 6 days ago

Finance Paralegal-logo
Finance Paralegal
Haynes and BooneSan Antonio, Texas
At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success. Haynes and Boone’s San Antonio office sits on the famed Paseo del Rio (Riverwalk) in the heart of downtown, where our lawyers handle complex corporate, capital formation, energy, labor and employment, real estate, water law, intellectual property and litigation matters for our clients. Our lawyers are recognized in the Texas Super Lawyers directory (Thomson Reuters); Best Lawyers (Woodward/White, Inc.); and the Chambers USA legal directory (Chambers & Partners). Our lawyers are also committed to giving back through leadership, participation and financial support of civic and charitable organizations. Our lawyers serve as past and current chairs of local Chambers of Commerce and related committees, board members of numerous charitable and civic organizations, and past bar section presidents. We are committed to having a diverse workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork. The Finance Paralegal will assist attorneys in accomplishing clients’ goals by using organizational, analytical and communication skills. Position requires individual working with various finance legal teams across firm offices to organize large due diligence sets, loan closing sets, to assist with commercial loan closings, to obtain and summarize lien filings, to review title and surveys for applicable real estate collateral, to prepare UCC financing statements and amendments and terminations, to track lien and other corporate filings, to draft basic transaction documents from existing forms and templates, and to assist lawyers in compliance with client protocols. Essential Duties Manage, organize, and analyze due diligence materials for commercial loan closings, including constituent documents, officer’s certificates, resolutions, and corporate and lien filings. Order and track lien searches and title reports and prepare drafts of lien filings in each case at state, county, and federal levels. Conduct basic corporate and finance due diligence, basic real estate title and survey diligence experience not required but preferred. Prepare first drafts of closing checklists and loan documents based on forms, revise loan documents based on attorney instructions, and schedules to credit agreements, security agreements, mortgages, and information certificates. Interact with finance legal teams, local and foreign counsels, and clients to facilitate all aspects of loan closings and closing deliverables. Prepare, track, collect, collate, and assemble copies and wet-ink signature pages to loan documents. Manage process for closings and closing deliverables. Prepare closing binders. Assist, in coordination with knowledge management specialists and attorneys, client form documents and protocols. Other Duties Assist attorneys with speeches, articles, and presentations. Manage administrative aspects of client relationships. Perform other related duties as needed or assigned. Reporting Relationship The Finance Paralegal reports directly to the Office Administrator or Human Resources representative, and directly and indirectly to assigned attorneys. Qualifications Knowledge/Experience Candidates should be familiar with effective firm and finance section administrative processes and possess the ability to manage a multitude of tasks and loan transactions concurrently. This employee should be able to work independently with minimal supervision. The Paralegal should have administrative experience related to the legal services environment. Skills Additionally, candidates must possess above-average organizational, analytic, and problem solving skills and have the ability and desire to learn difficult concepts. This employee should also have competent computer skills, including use of Word, Excel, NetDocs and other related web or cloud based programs. Education Paralegal certification from an ABA approved school or bachelor’s degree in a field related to library sciences or other liberal arts is strongly preferred. Physical Demands Must be able to move around the office up to 15% of the time to scan documents, file, etc. Remains stationary at least 75% of the time. This position constantly operates, computers and other office productivity machines (e.g., scanner, printer, etc.). Occasionally required to move documents or files weighing up to 15 lbs. This position requires constant communication and exchange of information with the Firm attorneys, clients and staff. This position must be able to inspect and observe information on a computer screen at least 80% of the time. Working Conditions Professional office environment. Overtime Required.

Posted 30+ days ago

Finance Analyst/System Administrator-logo
Finance Analyst/System Administrator
Credit Union of TexasAllen, Texas
Position Purpose and Objectives Analyst will be responsible for supporting the budgeting and forecasting function across all of CUTX. This individual is accountable for financial processes, including Actual results, quality assurance, rolling Forecast, Budget, and Strategic Plan. In that remit, the FP&A analyst will be responsible for coordinating with all business and non-business stakeholders in the fulfillment of that business support and provide critical support of Oracle EPM System that CUTX is leveraging for Planning, Budgeting, Reporting and Profitability analysis. Major Duties and Essential Functions Overall delivery of insightful and value add commercial and financial planning and analysis support (Strategic Planning, Annual Budgeting, Forecast, actuals and reporting & analysis) for the P&L, Balance Sheet, Statement of Cash Flows and Enterprise KPI reporting. Defining, implementing, and leading the ongoing delivery of analytical financial processes including long term strategic planning to provide a clear insight and driving future long-term performance of the business. Leading the overall business plan by advising on financial implications of management decisions Using existing data and working with the business to drive key management information and key performance indicators and actions from them. Work closely with corporate and shared service accounting teams to support, challenge, and ensure actual financials align with planning assumptions and forecasts align with accounting principles. As a subject matter expert lead and contribute to a range of high value projects and the delivery of process simplification and standardization Supporting the Finance Manger to drive the process of annual budget and board review process. Positions directly supervised: N/A Specific knowledge, skills, and abilities required for this position: Highly experienced in working within FP&A functions. Expert understanding of the financial planning and analysis process and system/tools (Oracle EPM Cloud is preferred) Expert understanding of administering Oracle EPM platform (EPBCS, PCMCS, FCCS) Expert understanding of making necessary changes to model based on the evolving business need. Expert understanding of dimensions, data forms, hierarchies, business rules, and user security set up in Oracle EPM Cloud Appropriate finance experience within a finance function, working across multiple business divisions. Expert ability to influence and negotiate to achieve outcomes at the highest level of the organization. Education and Experience: Bachelor's degree (B. A.) of Accounting or Finance from four-year college or university with a minimum of four years related experience and/or training. An extensive knowledge of the financial services industry is preferred. System conversion experience a plus. CFA, CPA, FRM a plus. Physical Activities and Requirements of this Position CATEGORY DESCRIPTION Finger Dexterity Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Grasping Using fingers and palm on an object. Talking Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Repetitive Motions Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Hearing Able to hear average or normal conversations and receive ordinary information. Average Visual Abilities Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary Work Sitting part of the time. Exerts up to 10 lbs. of force occasionally. Working Conditions of this Position DESCRIPTION Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required. Mental Activities and Requirements of this Position Reasoning Ability: The ability to use common sense or logic. CATEGORY DESCRIPTION Detailed Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables. Mathematical Ability: Basic Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public. Compliance requirement The responsibilities contained within this job description remains compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position Disclaimer The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description

Posted 6 days ago

Finance and Accounting Coordinator (Temp Contractor - St. Paul, MN) Hybrid-logo
Finance and Accounting Coordinator (Temp Contractor - St. Paul, MN) Hybrid
USPSt. Paul, Minnesota
The U.S. Pharmacopeial Convention (USP) is an independent scientific organization that collaborates with the world's top experts in health and science to develop quality standards for medicines, dietary supplements, and food ingredients. USP's fundamental belief that Equity = Excellence manifests in our core value of Passion for Quality through our more than 1,300 talented professionals across twenty global locations to deliver the mission to strengthen the supply of safe, quality medicines and supplements worldwide. [This is a contract assignment - 6 months in length (opportunity to extend) based in St. Paul, MN supporting our subsidiary - Stratix Labs. Assignment will be Hybrid - approx 3 days in office with 2 days remote.] Brief Job Overview Account reconciliations Chart of accounts maintenance and expense categorization to appropriate GL account in Quickbooks Month end close including journal entry preparation, including accruals, prepaids, fixed asset capitalization and depreciation, inventory capitalization, and reporting – balance sheet, income statement, and cash flow flux analyses AP – enter bills into AP software (BILL) and release payments AR/order to cash– prepare and bill order forms/invoices, monitor orders, credit holds, and order releases, manage credit risks, perform cash application to customer accounts, collection and monitoring of outstanding AR/invoices Cash – maintain and review relevant bank accounts Payroll –record payroll-related journal entries Sales and Use and Property Tax – monitor and pay state sales and use taxes and property taxes Administrative issuance of customer certificates – for successful demonstration of sampling competency and completion of training modules General administrative and clerical tasks such as data entry, document management, record keeping, answering phone calls to Stratix main phone number, and responding to emails. Enter data and information into CRM software (customer inquiries and initial responses) Additionally, we are looking for someone with experience implementing new policies and procedures, working independently through issues, and devising solutions. Who USP is Looking For? The successful candidate will have a demonstrated understanding of our mission, commitment to excellence through inclusive and equitable behaviors and practices, ability to quickly build credibility with stakeholders, along with the following competencies and experience: Bachelor’s degree in Finance, Accounting, or related field; or in lieu of degree possesses equivalent experience Minimum of 5 years relevant experience in accounting/bookkeeping environment Experience with Quickbooks, Divvy/BILL Excellent interpersonal and communication skills Ability to multitask Ability to operate in a dynamic and changing environment Strong computer skills

Posted 30+ days ago

Equipment Finance & Leasing - Direct Sales Officer-logo
Equipment Finance & Leasing - Direct Sales Officer
U.S. Bank National AssociationDallas, Texas
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description U.S. Bank Equipment Finance is a division of U.S. Bank and one of the largest equipment financing providers in the country. We have an open Direct Sales Officer position as an Area Manager (AM) in our Capital Equipment Group. The AM is an individual-contributor sales production role responsible for generating and managing Equipment Finance & Leasing business with end-user middle-market and large corporate companies. Position Highlights The Direct Sales Officer works with U.S. Bank Relationship Managers (bankers) to identify, transact, and close equipment finance & leasing opportunities within the bank’s end-user customer base Diligently prospect and develop direct financing relationships with non-bank end-user clients. Records call activity and manages opportunities through our Salesforce CRM Responsibilities include working cooperatively with internal functional support staff in pricing, asset management, credit, tax, legal, and documentation to facilitate equipment financing transactions from $1 million to $100 million+ Basic Qualifications Bachelor's degree, or equivalent work experience 10 or more years of leasing and sales experience Preferred Skills and Experience Expert leasing sales, relationship management, and new business development skills Considerable knowledge of credit analysis and credit policies and procedures Advanced knowledge of contract administration Excellent verbal and written communication skills At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Hybrid/flexible schedule The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 - $136,400.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

F&I (Finance & Insurance) Manager-logo
F&I (Finance & Insurance) Manager
Blake Fulenwider Automotive CompaniesSnyder, Texas
Join Our Family as a Finance Director at Blake Fulenwider Automotive! Where Expertise, Kindness, and Integrity Drive Us Forward At Blake Fulenwider Automotive, we're not just in the business of cars; we're in the business of making life better. Here, every solution we create is aimed at enhancing the lives of others, whether it's our customers or our team members. We pride ourselves on mastering our craft, providing exceptional service, and fostering a workplace where everyone is treated with warmth and respect. This is a place where doing the right thing trumps profit, every time. Why You’ll Love Working With Us: Top-Notch Benefits : Our comprehensive benefits package includes Medical, Dental & Vision Insurance, 401K with a match, Paid Time Off, Short/Long Term Disability, Life Insurance, and more. Professional Growth : Benefit from paid training programs, advancement opportunities, and a culture that loves to promote from within. Perks Galore : Get discounts on products and services, access to employee vehicle purchase plans, and enjoy long-term job security. What You Will Do: Finance Expertise : Offer financing and insurance options to customers, ensuring they are well-informed about all available products. Work diligently to secure competitive interest rates and foster strong relationships with lending institutions. Regulatory Compliance : Keep abreast of all regulations affecting our finance operations, ensuring all dealings are compliant and uphold the highest ethical standards. Team Collaboration : Work closely with our sales team to integrate and streamline finance processes, enhancing customer satisfaction and departmental profitability. Who We Are Looking For: Someone with at least two years of automotive sales experience and a year in a managerial role within a dealership. A strong communicator who thrives in a collaborative environment, capable of building relationships with customers, team members, and finance vendors. A dedicated professional who aligns with our core values of creating solutions, expertise, kindness, and integrity. Blake Fulenwider Automotive is an Equal Opportunity Employer , committed to creating a diverse and inclusive environment free of discrimination and harassment. We celebrate diversity and are dedicated to creating an inclusive environment for all employees. Ready to steer your career in a direction where you can truly make a difference? Apply today and become a key player in our quest to not just meet, but exceed, the expectations of every person we serve. Let’s drive towards a better tomorrow together!

Posted 30+ days ago

Senior Program Finance Manager-logo
Senior Program Finance Manager
CACIReston, Virginia
Senior Program Finance Manager Job Category: Finance and Accounting Time Type: Full time Minimum Clearance Required to Start: None Employee Type: Regular Percentage of Travel Required: Up to 10% Type of Travel: Continental US * * * The Opportunity: The Senior Program Finance Manager for CACI's product business line will be aligned with a ~$300M line of business within Photonics and Counter UAS serving as the single point of contact for the finance function. You will be responsible for leading a group of Program Financial Analysts (PFAs). This position will serve as the business partner to their line leader and will be responsible for supporting the leadership team with proper business acumen. The position is located in either Reston, VA or Florham Park, NJ. Responsibilities: Ensure the development of EACs according to good business practices and CACI policy and procedures. Working with the Program Managers, Line leaders, and PFAs to produce accurate monthly, quarterly, annual forecast. Leader with the ability to assist the leadership team with accurate product sales forecasting and works with the supply chain team. Experience with product and manufacturing proposals; analyzing and challenge proposal estimates and assumptions including but not limited to: learning curves, supply chain lead times, bills of materials, manufacturing capacity, and production schedules. Adept in identifying financial risks and opportunities. Compile, analyze, interpret, and report financial data Prepare financial models to support business planning exercises Effectively communicate orally and in writing Identify and implement cost reduction activities as necessary to meet financial targets Perform ad hoc analysis as required Qualifications: Required: Minimum 10 years relevant finance experience Understanding of the Federal Acquisition Regulation’s (the FAR) Cost Accounting Standards (CAS) Bachelor's degree in Finance, Accounting, Business Administration or similar field Strong analytical skills, the ability to work independently and effectively handle and complete multiple tasks Experience with various IT financial systems, advanced Excel skills Experience in leading the finance function for $100M+ businesses, and driving growth Understanding of financial statements Working knowledge of Accounting Desired: TS/SCI Security Clearance Firm Fixed Price Development experience with Federal Contracts. Experience in a finance function with a government contractor where responsibilities included program financial management, budgeting, forecasting, variance analysis and financial modeling. Knowledge of CostPoint and Hyperion - ________________________________________________________________________________________ What You Can Expect: A culture of integrity. At CACI, we place character and innovation at the center of everything we do. As a valued team member, you’ll be part of a high-performing group dedicated to our customer’s missions and driven by a higher purpose – to ensure the safety of our nation. An environment of trust. CACI values the unique contributions that every employee brings to our company and our customers - every day. You’ll have the autonomy to take the time you need through a unique flexible time off benefit and have access to robust learning resources to make your ambitions a reality. A focus on continuous growth. Together, we will advance our nation's most critical missions, build on our lengthy track record of business success, and find opportunities to break new ground — in your career and in our legacy. Your potential is limitless. So is ours. Learn more about CACI here. ________________________________________________________________________________________ Pay Range : There are a host of factors that can influence final salary including, but not limited to, geographic location, Federal Government contract labor categories and contract wage rates, relevant prior work experience, specific skills and competencies, education, and certifications. Our employees value the flexibility at CACI that allows them to balance quality work and their personal lives. We offer competitive compensation, benefits and learning and development opportunities. Our broad and competitive mix of benefits options is designed to support and protect employees and their families. At CACI, you will receive comprehensive benefits such as; healthcare, wellness, financial, retirement, family support, continuing education, and time off benefits. Learn more here . Since this position can be worked in more than one location, the range shown is the national average for the position. The proposed salary range for this position is: $95,500-$210,100 CACI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, age, national origin, disability, status as a protected veteran, or any other protected characteristic.

Posted 1 day ago

Finance Manager-logo
Finance Manager
Pohanka Toyota of SalisburySalisbury, Maryland
SUMMARY Pohanka Toyota of Salisbury is looking for an experienced Finance Manager to join our growing team! If you have prior experience working in automotive finance sales, enjoy working on a team, and are passionate about delivering excellent customer service, we want to talk to you! WHY WORK HERE: Time Magazine National Quality Dealer Award Winner The Sports Illustrated AIADA All-Star Dealer Award for outstanding customer service and commitment to the industry, community, and the nation Distinguished Service Citation from the Automotive Hall of Fame Winner of Coastal Style's "Best of" Awards for the past 20+ years Winner of Metropolitan's "Best of the Eastern Shore" Awards for the past 20+ years WE OFFER: Medical, Dental, Vision Life and Disability 401K with Company Contribution Paid Vacation Paid Personal Leave Paid Holidays Bonus Programs Vehicle Purchase Programs RESPONSIBILITIES: Develop a comprehensive menu selling process to help maximize the finance department's overall profitability and product penetration Track portfolio with lenders Review and inspect the flow of the department’s paperwork on a daily basis to ensure a timely turn around on all deals Demonstrate complete commitment to supporting the sales department in achieving its goals Be an example of professional morals, ethics, and excellent customer service Work closely with the sales team on enforcement of proper selling methods Set and maintain finance department work schedule REQUIREMENTS: High school diploma or GED equivalent required Prior automotive finance experience (2 years plus preferred) Excellent communication and customer service skills Professional appearance and work ethic Self-motivation Ability to work within a fast-paced environment Valid driver’s license About the Dealership The Pohanka Family of Dealerships is firmly entrenched in the Washington DC Metro. Starting as a single service repair facility back in 1919, our group has grown to a family of 20 dealerships throughout Northern Virginia, Maryland, Washington DC, and Texas. Pohanka of Salisbury has been on the Eastern Shore for over 20 years, starting their first dealership in Salisbury in 1999. Since 1919, five generations of the Pohanka family and our associates have provided our loyal customers with a variety of easy ways to meet their needs. At Pohanka, you can expect to work on a dedicated team of professionals. Our team works with a collaborative approach and encourages success amongst each of our members. We are interested in helping your career and adding to your resume. Join our team and develop your skill set and realize your potential!

Posted 1 day ago

Senior Director, Strategic Finance and FP&A-logo
Senior Director, Strategic Finance and FP&A
Choice HotelsNorth Bethesda, Maryland
Senior Director, Strategic Finance and FP&A Who are we looking for? Choice Hotels, one of the world’s largest lodging franchisors, has an exciting new opportunity as our Senior Director in the FP&A and Strategic Finance division . At Choice Hotels, the FP&A department is a critical member of all parts of the business, partnering with leadership to drive critical decisions, support long-term growth, and maximize profitability. As a key leader within our FP&A team, you will serve as a trusted finance partner to leaders across the commercial and marketing organizations and lead the franchisee pricing division, delivering essential financial and strategic insights and driving decision-making within your functions. Do you want to make a meaningful impact by applying your strategic and financial expertise to grow profitable revenue? Do you love to connect the dots between commercial business insights and financial analysis to drive decisions? Do you enjoy being part of a team of commercial, sales, marketing, and e-commerce leaders, focusing on revenue growth? Do you love to lead best-in-class FP&A associates and grow their skillsets? If so, we invite you to apply today for our Senior Director, Strategic Finance and FP&A role today and #MakeItYourChoice . Your Responsibilities Lead two teams – One that acts as the FP&A partner for leaders (SVPs and VPs) in commercial and marketing functions such as paid media, loyalty and partnerships, B2B sales, or ecommerce, overseeing all aspects of financial planning and analysis as it relates to those functions A second team focused on setting the pricing strategy, both holistically and at the program level, for franchise contracts Act as the main financial advisor for the marketing and commercial functions in developing their strategic long-range plans, setting long-term financial and non-financial goals, analyzing and prioritizing strategies and investment areas, and partnering with enterprise and functional FP&A teams to ensure coordination and alignment of long-range plans in a matrix. Help to prioritize investment decisions at the functional and enterprise level by providing recommendations backed by financial modeling. Establish and oversee the centralized pricing strategy for franchisee programs, in alignment with an ongoing view of franchisee total cost of ownership. Provide financial and business leadership to the Commercial and Marketing and Pricing teams. The Sr. Director is expected to be both a manager and a mentor. Building high performance teams and developing talent while leading is critical. Your Experience, Skills & Competencies Bachelor's degree in Finance, Economics, Accounting or Data Analytics, or equivalent experience Master’s degree in a related field preferred At least 10 years’ experience in financial analysis and financial or strategic planning experience, preferably with hospitality industry experience and/or commercial FP&A 5+ years of management experience Proficient in Microsoft Outlook, Excel, PowerPoint, and Word High degree of strategic and analytical capability, with proven experience leading best-in-class FP&A teams and leveraging financial analysis to influence decision-making Strong strategic skills, with the ability to identify and assess key points, implications, and recommendations; proven ability to structure business cases around a high-level strategic vision Excellent business-savvy with a consultative approach; ability to influence with and without authority, and collaborate with senior-level leaders across organizational lines Proven leader with experience in creating team vision and direction, building, and managing high-performance teams Proven ability to develop relationships and trust with associates at all levels Strong project management skills; ability to effectively lead implementation of key initiatives Ability to navigate organizational structures and priorities to respectfully solicit input and build support, even when it requires difficult discussions and unpopular positions Ability to assess a situation and make good decisions even when time is critical and data is incomplete Ability to communicate and explain complex financial issues to non-financial professionals and to interact well with all levels within the organization Demonstrates key competencies to include financial acumen, decision quality, and driving results. Your Team This is a leadership role that will report to the VP, FP&A and Strategic Finance. You will have a team of about 5 associates and collaborate with cross functional departments on a regular basis. Your Work Location As our Senior Director, Strategic Finance and FP&A , you will be based in our beautiful, state-of-the-art worldwide corporate headquarters in North Bethesda, MD. Less than 15 miles from Washington, DC, we’re located one block away from the North Bethesda Metro station, with service on the Red Line and the MARC Brunswick line, easy access to I-270, and plenty of free parking provided by Choice Hotels. Salary Range The salary range for this position is $184,000 to $217,000 annually. In addition to the annual salary, this role is eligible for an annual bonus based on the terms of Choice's Management Incentive Plan (MIP), as well as annual awards of Choice Hotels International common stock through Choice’s Long-Term Incentive Plan (LTI Plan ). The pay range listed is for this position and is what Choice Hotels reasonably expects to pay. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the pay range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, and business or organizational needs. Choice prioritizes our associate wellbeing by offering a comprehensive benefits program that is both competitive and flexible to help you achieve your wellbeing goals - here are just a few: Competitive compensation and benefits, including medical, dental, and vision coverage Leave and paid time-off for holidays, vacation, personal, family, volunteer, sick, jury duty, bereavement, military, and religious observance Financial benefits for retirement and health savings Employee recognition programs Discounts at Choice hotels worldwide About Choice Choice Hotels International, Inc. (NYSE: CHH) is one of the largest lodging franchisors in the world. With nearly 7,500 hotels, representing nearly 630,000 rooms, in 46 countries and territories, with a range of high-quality lodging options from limited service to full-service hotels in the upper upscale, upper mid-scale, midscale, extended-stay, and economy segments. We’re the hotel company for those who choose to bet on themselves – the underdog, the dreamer, the entrepreneur – because that’s who we are, too. At Choice, we are united by the simple belief that tomorrow will be even better than today – for associates, our company, and our franchisees. At our worldwide corporate headquarters in North Bethesda, MD and St. Louis Park, MN as well as our technology center in Scottsdale, AZ, and through our associates around the globe, every voice is heard, and every idea is listened to, no matter what area of the company they come from. We are united in supporting the entrepreneurial dreams of our more than 18,000 franchise owners, which propels us forward – giving our work at Choice a purpose larger than our business. About Choice Hotels Financial Performance Please click here to review the highlights of our latest financial results. *** PLEASE NOTE: This role is not eligible for sponsorship *** Ability to model Choice’s Cultural Values: Welcome and Respect Everyone, Be Bold, Be Quick, Listen, Be Curious and Show Integrity.

Posted 3 weeks ago

Automotive Finance & Insurance Manager (Lexus)-logo
Automotive Finance & Insurance Manager (Lexus)
Napleton CorporateMilwaukee, Wisconsin
The Ed Napleton Automotive Group is looking for our next Automotive Finance & Insurance Manager . This is an exciting opportunity in a growing, fast-paced industry. Located at Lexus of Milwaukee, the Automotive Finance and Insurance Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. With your background in automotive sales or finance, you’ll find the right finance and insurance products for every customer, no matter what their situation. Take advantage of this rare opportunity to join one of the country’s largest and most successful automotive dealership groups and Apply Today! The Ed Napleton Automotive Group is affiliated with over 25 brands of new vehicles and 50+ dealerships throughout seven states. Our strength comes from the more than 3,500 employees nationwide. We are currently the tenth largest automotive group in the country, providing incredible growth opportunity. What We Offer: Aggressive compensation plans Family Owned and Operated – 90+ years in business! Medical, Dental, and Vision Insurance 401K and additional benefits Accrued Vacation Time Paid Training Discounts on products, services, and vehicles Job Responsibilities: Welcome customers to the store and transition them from Sales to Finance during their vehicle purchase process Work directly with our employees and customers to develop relationships Determine customer financing needs and payment options based on a consultative interview process Present a fully transparent pricing menu to customers detailing their financing options and products Process finance transactions and ensure 100% compliance with all state and federal laws and regulations Follow up with customers to ensure satisfaction Build rapport with customers to create a base of referrals Set and achieve targeted sales goals Gain superior product knowledge to effectively help customers Ensure that all administrative processes are handled in a timely fashion and in compliance with company policy Provide an exceptional customer experience to drive loyalty Job Requirements: High school diploma or equivalent Proven ability to provide an exceptional customer experience Ability to set and achieve targeted goals Highly detail-oriented and organized Prior Automotive Sales or F & I experience preferred Demonstrated communication, consultative, interpersonal, and organizational skills Experience and desire to work with technology Valid in-state driver’s license and an acceptable, safe driving record 18+ years of age or older to comply with the company driving policy We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws

Posted 2 days ago

Sales Manager - Special Finance-logo
Sales Manager - Special Finance
Suntrup Automotive GroupSt. Louis, Missouri
Description of the role: The Sales Manager - Special Finance at Suntrup Automotive Group is responsible for leading a team of sales professionals in the special finance department. The role involves developing and implementing strategies to maximize sales opportunities and achieve target goals. Responsibilities: Lead and motivate a team of specialized sales professionals Develop and implement sales strategies to drive revenue growth Build and maintain relationships with customers and financial institutions Monitor market trends and competitor activities Ensure compliance with all industry regulations Requirements: Previous experience in automotive sales and special finance Strong leadership and communication skills Proven track record of achieving sales targets Knowledge of finance and loan processes Ability to work in a fast-paced environment Benefits: Competitive salary and benefits package Opportunities for career advancement Dynamic work environment About the Company: Suntrup Automotive Group is a well-established automotive dealership in St. Louis, MO, known for its commitment to customer satisfaction and employee development.

Posted 2 weeks ago

Manager, Corporate Finance-logo
Manager, Corporate Finance
Tricon Residential Inc.Tustin, CA
Tricon Residential is an owner, operator and developer of single-family rental homes in the U.S. and multi-family apartments in Canada. Our commitment to enriching the lives of our employees, residents and local communities underpins Tricon's culture and business philosophy. We provide high-quality rental housing options for families across the United States and Canada through our technology-enabled operating platform and dedicated on-the-ground operating teams. Our development programs are also delivering thousands of new rental homes and apartments as part of our commitment to help solve the housing supply shortage. At Tricon, we imagine a world where housing unlocks life's potential. We strive to be North America's premier rental housing company. Our business philosophy involves taking care of our team first - empowering them to provide our residents with exceptional service and to positively impact the local communities where we operate. By providing an enhanced living experience, our residents rent for longer periods of time, treat our properties like their own, and share their experience with friends and family. This is how we continue to grow, and it is an approach that has proven to generate positive returns for our stakeholders. For more information, visit Tricon Residential. Job Description The Manager, Corporate Finance will be primarily responsible for delivering value-added business analysis, supporting the annual and quarterly business planning process, and assisting with various strategic initiatives. This person supports and collaborates with multiple stakeholders and other Corporate Functions Finance team. Play a central role in corporate financial modelling, business forecasting, and strategic analysis Develop consolidated quarterly forecasts, annual budgets and longer-term business plans across the company's investment verticals, producing deliverables for senior management and the board of directors Assist with ad-hoc analysis and reports as required to support management of overall budgets Validate information sources, develop and maintain controls to improve data integrity and completeness, and create templates/processes to automate and simplify tasks Assist with modeling and analysis of the consolidated impact of acquisition and divesture opportunities and provide recommendations Contribute to the ongoing improvement and automation of the budgeting and planning process, leveraging available technology Assist with ad-hoc projects related to corporate finance and investor relations as required Qualifications Minimum of 3-5 years finance experience, preferably corporate finance, investment banking, equity research, or financial planning and analysis Bachelor's degree from a top-tier university with excellent academic performance; business or related degree preferred, but not required with appropriate work experience Currently pursuing CFA designation Requirements Advanced understanding of Excel and expert financial modeling skills with an in-depth understanding of complex finance and accounting concepts Highly effective written and oral communication skills with a direct, professional, and mature communication style Strong investment and financial acumen with keen understanding of the impact that business decisions will have on the profitability, risk, and return for a given investment Demonstrated ability to work collaboratively with cross-departmental teams to further strategic objectives Strong organizational skills, with ability to set priorities and work to tight deadlines Strong attention to detail At Tricon, we are committed to creating a workplace where every individual is valued for their unique contributions, experiences, voices, and backgrounds. By embracing these principles, we aim to positively impact our business and the communities we serve, creating a lasting legacy where everyone can thrive. Salary Range Placement within this compensation range will be determined by the candidate's knowledge, experience and skills. $109,020.00 - $181,700.00

Posted 1 week ago

Finance Manager-logo
Finance Manager
Evergreen Services GroupSan Francisco, CA
Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations. The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM. Overview: In our highly acquisitive, high-growth model, Finance is critical to ensuring we have access to cost-efficient capital and the right information and understanding to manage the business through KPIs, metrics and forecasts. Leadership and capital providers trust our team to provide in-depth financial understanding of our businesses and the industries we operate in. We're searching for a Finance Manager to help lead the organization through these mission-critical Finance activities across Evergreen. In addition to the core FP&A responsibilities (reporting, forecasting/budgeting, and KPI tracking), we are looking for a leader who will be responsible for analysis across the P&L, balance sheet, and cash flow statements; be involved in capital raises and structuring; and partner with executives at the holding company, industry vertical, and operating company levels. The Role: Strategic Finance and Business Partnership (40%) Drive strategic impact through financial deep dives and ad-hoc projects - lead analyses that uncover trends, inform key business decisions and unlock new opportunities for growth and business optimization Serve as a business partner to the Evergreen and Grove (industry vertical) leadership teams - identify business opportunities and risks. Work closely with Grove Finance leadership on company-wide initiatives. Design and develop financial dashboards in Power BI - transform data into actionable insights for Evergreen leadership, Deal Team and Talent Team FP&A and Financial Reporting (40%) Own and elevate the month-end financial reporting cycle - drive timely and accurate financial reporting, MD&A, and Board/lender deliverables that inform critical decision-making Partner with our Grove (industry vertical) Finance teams to understand monthly performance and KPIs - synthesize into executive-level insights for Evergreen executive leadership and the Board Lead the portfolio-wide quarterly forecast and annual budget processes - manage the process with key Finance and Operations stakeholders to ensure alignment with organic growth goals and strategic business objectives Project manage the successful rollout of an EPM tool for financial reporting and planning - in collaboration with Grove (industry) Finance leadership and the Evergreen Accounting team Capital Markets & Cash Strategy (20%) Play a key role in capital events - develop and deliver critical materials for capital raises and debt refinancings. Prepare analyses to inform capital structure decisions and own quarterly equity valuations Support cash management initiatives - optimize cash forecasting and cash management to enhance levered free cash flow performance We encourage you to apply, if: You are highly analytical and have a shrewd business mind. You enjoy thinking about how businesses can improve financially over the long term and base your reasoning in data and logic You are data driven and have managed KPIs and Metrics to make business decisions. You have strong EQ and communication skills that allow you to communicate effectively with executives and build collaborative working relationships across the organization You are a player-coach who flexes as both a strong individual contributor and a leader who elevates and manages others through coaching and mentorship You hold yourself and others to the highest degree of integrity and are comfortable in a governance role You are process-oriented and establish clear workflows that ensure scalability, accuracy and efficiency of your work You are looking for a dynamic, fast-paced environment where you'll be empowered to own high-impact projects and workstreams Qualifications: BA/BS degree in Finance, Accounting, Business, Economics, or a highly analytical field, preferred 5+ years of experience in Corporate Finance/FP&A, Investment Banking, or Private Equity Strong proficiency in Excel, including advanced modeling Strong proficiency in PowerPoint and Executive-level communications Experience with PowerBI or other data visualization tools Deep experience with EPM tools, such as Onestream, Oracle or Workday Bonus areas of expertise or experience: CPA, CFA or MBA Experience at a high-growth company with scaling/maturing finance function. Financial systems implementation experience Other Information: This role is based in our San Francisco office (hybrid) and reports to our Senior Vice President of Finance The salary range for this role is $155-185K with On-Target Earnings (OTE) of $200-225K. We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application! DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion ("DE&I") is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow. Compensation A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more. Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.

Posted 2 weeks ago

Automotive Finance Manager-logo
Automotive Finance Manager
North Palm HyundaiLake Park, Florida
The Ed Napleton Automotive Group is looking for our next Automotive Finance Manager . This is an exciting opportunity in a growing, fast-paced industry. Located at North Palm Hyundai, the Automotive Finance Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. With your background in automotive sales or finance, you’ll find the right finance and insurance products for every customer, no matter what their situation. Take advantage of this rare opportunity to join one of the country’s largest and most successful automotive dealership groups and Apply Today! The Ed Napleton Automotive Group is affiliated with over 25 brands of new vehicles and 50+ dealerships throughout seven states. Our strength comes from the more than 3,500 employees nationwide. We are currently the tenth largest automotive group in the country, providing incredible growth opportunity. What We Offer: Aggressive compensation plans Family Owned and Operated – 90+ years in business! Medical, Dental, and Vision Insurance 401K and additional benefits Accrued Vacation Time Paid Training Discounts on products, services, and vehicles Job Responsibilities: Welcome customers to the store and transition them from Sales to Finance during their vehicle purchase process Work directly with our employees and customers to develop relationships Determine customer financing needs and payment options based on a consultative interview process Present a fully transparent pricing menu to customers detailing their financing options and products Process finance transactions and ensure 100% compliance with all state and federal laws and regulations Follow up with customers to ensure satisfaction Build rapport with customers to create a base of referrals Set and achieve targeted sales goals Gain superior product knowledge to effectively help customers Ensure that all administrative processes are handled in a timely fashion and in compliance with company policy Provide an exceptional customer experience to drive loyalty Job Requirements: High school diploma or equivalent Proven ability to provide an exceptional customer experience Ability to set and achieve targeted goals Highly detail-oriented and organized Prior Automotive Sales or F & I experience preferred Demonstrated communication, consultative, interpersonal, and organizational skills Experience and desire to work with technology Valid in-state driver’s license and an acceptable, safe driving record 18+ years of age or older to comply with the company driving policy We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Posted 2 days ago

Field & Finance Support Specialist-logo
Field & Finance Support Specialist
Choices CareersHarvey, Louisiana
The Field and Finance Support Specialist is responsible for assisting with claims, corrections to missing or denied claims, monitoring documentation, gathering support and documentation needed for billing. The Field and Finance Support Specialist will also manage the status of claims invoices and denials, identifying opportunities for claim submission. Will also support any claims correction and processing by collaboration with clinical and finance staff for efficient and accurate payments. May perform other duties as assigned to support staff. Essential Duties and Responsibilities Gathers and maintains support needed for accurate claim submission. Manages status of claims and denials through accurate logging of claims corrections and submissions and maintaining current records. Adheres to timely filing requirements and collaborates with clinical staff and finance staff to resolve unbillable claims. Verifies the accuracy of documented information through reconciliation to EHR system. Corresponds with staff to determine validity of documentation for billing codes. Has a strong understanding of the billing requirements and necessary documentation. Assists staff with monthly documentation needed for monthly claims reporting. Serves as a back-up to the support specialist. Provides customer support to Choices’ providers, internal partners and contractors. Willingly completes other duties as assigned to meet the strategic and financial objectives of Choices. Qualifications Bachelor’s degree in business or related studies, or bachelor’s degree and one year of experience directly related to position duties. Strong customer service skills Highly organized and detail oriented. Knowledge of Medicaid and MCO billing is required. Intermediate to advanced skills in EXCEL, experienced in data analysis, creating spreadsheets, and generating reports. Access to reliable transportation. If driving an automobile while on company business, must possess a valid driver’s license in state of residence and auto insurance. Demonstrated ability to: Work effectively with internal and external individuals, including other professionals in the community. Work effectively as a member of a team. Effectively communicate to various internal and external audiences in both person and through various electronic media. Manage time and work effectively with minimal supervision. Effectively manage multiple priorities simultaneously. Salary: $47,000 - $52,000 annually Benefits Include: Medical, Dental, Vision Employer Paid Life Insurance, Short & Long Term Disability 401k Match Tuition Reimbursement Paid Parental Leave Generous PTO plan Qualified employer for the Public Service Loan Forgiveness Program

Posted 30+ days ago

F&I Manager (Auto Finance Manager)-logo
F&I Manager (Auto Finance Manager)
Scott Honda Of West ChesterWest Chester, Pennsylvania
ROLE MISSION: At Scott Honda, our F&I Business Managers are empowered to accomplish great things. We recognize our brand is our promise, and our experienced F&I team works in cooperation with the sales team and lenders to accurately, consistently, and with confidence offer financing solutions for a smooth and easy vehicle purchase. Our F&I managers capably navigate purchasers of all types — including the rate savvy, payment conscious, and credit challenged buyers. In addition, our F&I team is skilled in explaining the benefits of extended service contracts, GAP, road hazard/theft/environmental protections. At our dealerships, the successful F&I professional thinks through the lens of a 5-star customer experience without exception. We greet our guests with enthusiasm and we value their time. We respond to customers and our team with speedy and diligent communications that overdeliver on customer expectations during both scheduled and on-the-spot purchases. Our ideal candidate is a career-minded professional who works well in a team culture, is experienced in coaching a sales staff cooperatively on lending policies and back-end products. This individual is flexible, ready to share insights and improve processes when necessary, to recognize extraordinary efforts, and to live our core values on a daily basis. ROLE COMPETENCIES: Positive Attitude High Energy Motivator Respectful Communicator Professionalism Accountable Mentor Goal Setter Time Manager Problem-Solver Coachable CORE RESPONSIBILITIES: Provide financing options that both optimize customer needs and maximize dealership profitability. Complete financial, legal, and dealer paperwork with accuracy to facilitate transaction. Educate sales staff on products and policies through on-going training and mentorship. Present aftermarket protection and extended warranty products to our guests. When each deal agreement is reached, follow sales process to conduct customer interview in preparation for finance presentation. Take cooperative ownership of the compilation of all customer information, placing ultimate priority on valuing our guests’ time. Collaborate with Sales Managers to achieve goals, to build profitable deals, to support our sales team, and to create a smooth transition for customers from sales to finance. Be accountable for contracts in transit, and work with Accounting team to take ownership of issues that contribute to delays in funding. Provide attentive response to customer financial questions and concerns; serve as the resource for all state, federal and local regulations for dealer compliance. Build and maintain positive relationships with a variety of lending institutions to secure competitive rates and financing programs. Be a brand ambassador for our dealership which includes, at a minimum, accurately and confidently highlighting dealership amenities to maintain our brand and support the entire dealership team. Be a culture advocate; commit to intentionally focusing on helping our organization become the-best-version-of-itself. COMPANY MISSION: We Drive Dreams and Lives Forward By Creating Moments Through Professional and Thoughtful Service. Scott Auto Group is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit, and business need.

Posted 1 week ago

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Recruiting Manager (Finance & Accounting Permanent Placement)
Robert HalfNaperville, Illinois
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Job Description

JOB REQUISITION

Recruiting Manager (Finance & Accounting Permanent Placement)

LOCATION

IL NAPERVILLE

JOB DESCRIPTION

Job Summary

As a Recruiting Manager, your responsibilities will include developing and growing a client base and new business opportunities, introducing our services via video, telephone and in-person meetings with new and existing clients to expand the utilization of our services;  recruiting, evaluating  and placing finance and accounting professionals in full-time positions with our clients; delivering outstanding customer service to both clients and candidates; providing consistent communication and career guidance to candidates; participating in industry trade associations to increase our presence within the local finance and accounting community.

Qualifications:

  • A business related degree, ideally in finance or accounting. CPA and/or MBA a plus.

  • 2+ years’ of experience in public/industry accounting/finance and/or successful permanent placement recruiting experience required.

  • Successful candidates will have a proven track record of success, excellent communication skills and a high sense of urgency.

  • The ability to leverage finance and accounting experience to manage and grow the business.

Salary:

The typical salary range for this position is $60,000 to $70,000. The salary is negotiable depending upon experience and location. The position is eligible for a bonus based upon achievement of performance objectives.

Top Reasons to Work for Robert Half:

  • EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER – For more than 75 years, our history of success and strong client relationships provide a level of stability few companies can match.

  • PERFORMANCE = REWARD – We offer exceptional earning potential and a competitive benefits package, including a base salary and bonus pay (for talent professional positions), group health insurance benefits (medical, vision, dental), flexible spending and health savings accounts, life and accident insurance, adoption, surrogacy and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at roberthalfbenefits.com.

  • UPWARD MOBILITY – With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond.

  • TOOLS FOR SUCCESS – We provide world-class training, client relationship management tools and advanced technology to help you succeed.

  • RESPECTED WORLDWIDE – Robert Half has appeared on FORTUNE magazine’s list of “Most Admired Companies” since 1998, as well as numerous “Best Places to Work” lists around the world.

  • OUTSTANDING CORPORATE RESPONSIBILITY – We believe in an “Ethics First” philosophy, which means we are committed to social responsibility, promoting inclusion in the workplace, and actively participating in communities where we live and work. Learn more by downloading Robert Half’s Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility.

Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance.

In your email please include the following:

  • The specific accommodation requested to complete the employment application.

  • The location(s) (city, state) to which you would like to apply.

For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

JOB LOCATION

IL NAPERVILLE