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maxRTE logo
maxRTESan Francisco, CA
maxRTE is on a mission to help hospitals and health systems maximize their revenue so they can focus on what matters most—caring for patients. We’ve been growing 30% year-over-year with industry-leading margins, and now we’re looking for a VP of Finance & HR to build these functions from the ground up and help us scale to the next level. You’ll be the CEO’s right hand—translating vision into execution, building a world-class team, and ensuring our team and external stakeholders have an exceptional experience. You’ll lead the strategy and execution across core processes such as invoicing, pricing, investor reporting and employee onboarding. This role is perfect for an ambitious operator who thrives in fast-growth environments and wants to make a tangible impact on healthcare. Requirements What You’ll Do Reporting & Budgeting : Own budget, financial audit, and lender and Board reporting. Lead cross-functional alignment and approval processes. Finance Operations : Simplify and optimize financial processes, including reporting, invoicing, and collections, to ensure clarity and speed. HR Operations : Oversee compensation strategy, culture building and retention across functions. Lead recruitment efforts, enabling leadership to source high-quality candidates. Own payroll, onboarding and offboarding processes and 2x annual offsite planning. Pricing Optimization : Drive revenue growth by revamping our pricing strategy. Team & Function Building : Build a team of A-players, hiring and expanding the team as the company and its needs grow Who You Are A proven builder : You have 5+ years of experience leading operations or finance in a high-growth SaaS or tech-enabled services company. You know what “good” looks like and how to get there. Detail-oriented : You take full responsibility & accountability for core processes (payroll, financial reporting), ensuring accuracy and timeliness of all deliverables. Execution-focused : You thrive in fast-paced, high-growth environments. You know how to prioritize, make tradeoffs, and deliver results without dropping the ball. Strategic + hands-on : You can zoom out to set vision and strategy—and then roll up your sleeves to solve problems alongside your team. An exceptional communicator : You build trust quickly cross-functionally. You can translate complex challenges into clear action plans and escalate issues timely. Mission-driven : You’re passionate about making healthcare better for providers, patients, and their communities. Resourceful + entrepreneurial : You don’t wait for answers—you create them. You have a bias for action and a knack for finding creative solutions. Benefits We’re committed to investing in our people. As part of maxRTE, you’ll get: Competitive salary + bonus + equity Unlimited PTO 401k plan Health, dental, vision, and life insurance Career acceleration, mentorship, and training opportunities We’re a fully remote, U.S.-based team. We stay connected through regular collaboration and 2x annual off-site team events.

Posted 1 week ago

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The Faulkner Automotive GroupHarrisburg, PA
The Faulkner Automotive Group is looking for an enthusiastic, self-motivated Automotive Finance and Insurance Manager to join our team! Faulkner is a place you can establish a career and grow with the organization. While automotive experience is a plus, it is not required! We provide training to all our employees and offer continued growth opportunities for those that have excellent talent, energy, and ambition to succeed. Faulkner has won a combined 60+ Best Places to Work Awards. Automotive Finance and insurance Benefits, include: Top-tier benefits: Medical, Dental and Vision 401k with company match Paid time off & paid holidays Employee discounts Employee referral bonuses Annual reviews and merit increases As an F&I Manager, you will work with customers to offer vehicle financing and insurance, and explain aftermarket products and extended warranties. Customers work with the sales team prior to being referred to finance; it is important to provide the sales team with information on the finance and lease programs, as well as the benefits of the dealership’s financing and extended service programs. We are looking for a candidate with exceptional communication skills as you will be seeking out new lending institutions and maintaining good working relationships with current lenders, to secure competitive interest rates and financing programs. Accuracy is essential! An F&I Manager must process financing and leasing deals accurately and secure approval through financial sources and the proper federal, state and corporate channels. The typical schedule for an F&I Manager is Monday through Saturday with one day off during the week. F&I Managers are typically scheduled for 45-48 hours per week. Become part of the Faulkner Family and join our team! Automotive Finance and Insurance Manager Requirements High School Diploma required. Bachelor's Degree in Finance or related field highly preferred. 1 - 2 years experience in the automotive industry Ability to manage detail-oriented processes Excellent computer skills and very detail oriented, excellent communication skills Ability to achieve sales goals with high customer satisfaction ratings Ability to work well with customers, co-workers, and lending institutions Highest ethical standards Valid, clean driver’s license About Faulkner The Faulkner Automotive Group is a family-owned and -operated automotive group serving Central and Southeastern Pennsylvania with the best vehicles and services. Our dealership group is composed of 31 dealership locations and 23 franchises, making us one of the largest family-run dealer groups in the country. Faulkner is an Equal Opportunity Employer and a Drug Free Workplace.

Posted 2 weeks ago

K logo
Kooner Fleet Management SolutionsSacramento, CA

$130,000 - $160,000 / year

About Kirpa Capital Partners & Kooner Fleet Management Solutions Kirpa Capital Partners is a newly formed investment and operations platform focused on acquiring, developing, and managing truck stops and travel centers across the United States. Founded by the leadership team behind Kooner Fleet Management Solutions, Kirpa Capital brings deep industry expertise in transportation, logistics, and real estate to create high-performing, data-driven assets in the fuel and retail sector. Kooner Fleet Management Solutions is one of the fastest-growing national providers of on-site fleet maintenance, preventative service, and mobile repair solutions. With nearly a decade of industry experience, Kooner FMS helps fleets reduce downtime, extend vehicle life, and simplify operations through proactive maintenance programs and advanced technology. As a family-founded and field-first company, we take pride in delivering trusted partnerships, exceptional service, and innovative fleet management solutions that keep America’s trucks and trailers road-ready. About the Director of Finance Role We’re looking for a hands-on Director of Finance who can build the financial backbone of this new venture, from individual site-level P&Ls to a consolidated corporate view and drive accurate, transparent reporting to support rapid growth. In the Director of Finance role, you’ll have an opportunity to join an organization at the ground level in a fast-growing investment platform backed by proven operators, responsible for overseeing all financial functions of the organization, including accounting, budgeting, forecasting, financial planning and analysis, and compliance. This role ensures the company’s financial health, drives fiscal discipline, and supports strategic decision-making with accurate and timely financial insights. This is a collaborative, growth-oriented environment with long-term career potential. The role is based in Sacramento, CA and is hybrid remote. Where You’ll Make an Impact Strategic Financial Leadership Develop and execute financial strategies that support the organization’s goals and long-term growth. Provide financial analysis and recommendations to the executive team for key business decisions. Partner with department heads to develop annual budgets and quarterly forecasts. Financial Reporting & P&L Management Build, manage, and maintain site-level P&Ls for each truck stop and a consolidated P&L for Kirpa Capital Partners. Design and implement a reporting structure from the ground up, ensuring scalability for future acquisitions. Prepare and analyze monthly, quarterly, and annual financial statements in accordance with GAAP. Lead all aspects of month-end close, including journal entries, accruals, and reconciliations. Reconcile fuel, convenience store, and repair/service operations across multiple sites. Accounting Operations Manage full-cycle accounting, including AP/AR, payroll review, fixed assets, and intercompany transactions. Perform bank reconciliations, balance sheet reconciliations, and inventory accounting for each site. Review and post journal entries with supporting documentation and maintain a clean general ledger. Ensure contract compliance and proper accounting treatment for leases, royalties, and vendor agreements. Controls & Process Improvement Establish and maintain accounting policies, procedures, and internal controls. Develop standardized KPI dashboards and management reports (e.g., fuel margin, C-store sales, labor cost %, EBITDA per site). Collaborate with ownership and operations to improve cash flow visibility and optimize working capital. Systems & Reporting Implement and optimize accounting systems and reporting tools suitable for a multi-location business. Assist in creating Power BI / Excel dashboards for performance tracking and board reporting. Support budgeting, forecasting, and scenario modeling for new site acquisitions and operations. What Makes You a Great Fit Bachelor’s degree in Accounting, Finance, or related field (CPA or MBA preferred). 10+ years of progressive accounting experience, preferably in multi-location operations, fuel/retail, or real estate investment. Strong understanding of GAAP, full-cycle accounting, and month-end close processes. Hands-on experience with account reconciliations, journal entries, and financial reporting. Advanced Excel skills (pivot tables, lookups, data models) and experience with QuickBooks Online, NetSuite, or similar ERP. Familiarity with dashboards and KPI reporting tools (e.g., Power BI, Tableau). Excellent communication skills and the ability to work cross-functionally in a fast-paced, entrepreneurial environment. Why You’ll Love Joining Our Team Earn What You Deserve: Competitive pay starting at $130-$160K based on experience. Weekly Paydays: Get paid every Friday – no waiting around! Invest in Your Future: 401(k) with company match. Health Benefits that Kick in Fast: Medical, Dental, and Vision coverage after just 30 Days! We’ve Got You Covered: Life & Disability Insurance for added peace of mind – because we take care of our team on and off the job. We’re Here for You: Access to our Employee Assistance Program for support when you need it most – we've got your back. Grow With Us: Big Career Growth Opportunities in a rapidly expanding, forward-thinking organization. Work Environment Standard office setting Must be able to lift up to 10 pounds Must be able to sit for extended periods Kooner Fleet Management Solutions is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants, free from discrimination and harassment. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. We celebrate diversity and are dedicated to fostering a workplace where every team member can thrive. Kooner Fleet Management Solutions participates in E-Verify for employment eligibility verification. #kfmsc

Posted 2 weeks ago

Energy Trust of Oregon logo
Energy Trust of OregonPortland, OR

$74,900 - $93,700 / year

Position: Finance Business Analyst Reports to: Manager, Financial Planning and Analysis Compensation: Competitive starting salary $74,900 - $93,700 commensurate with skills and experience, Full Pay Range: $112,400 Application Deadline: 5:00 pm PST Monday, December 1st, 2025 Employment Classification: Full Time, Exempt Anticipated Start Date: We are aiming for this individual to start in January or February 2026 Office Location: Portland Metro Area, Oregon, USA Energy Trust is committed to pay equity. Energy Trust is committed to fair employment practices and non-discrimination, including pay equity for all employees. We do not discriminate on the basis of protected class (race, sex, veteran status, disability, age, color, religion, national origin, marital status, sexual orientation) in the payment of wages or screen applicants on the basis of their current or past compensation. We determine salary by completing a review of your application materials to evaluate your related education, experience and training. *Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, and certifications in the pay equity assessment to determine equitable salary placement. Candidates should expect compensation offers within the starting compensation range. The full pay range is included to show the potential earnings for this position with sustained high performance. BACKGROUND About Energy Trust of Oregon Energy Trust of Oregon is an independent nonprofit organization dedicated to energy efficiency and renewable energy development. We serve Oregon customers of Portland General Electric, Pacific Power, NW Natural, Cascade Natural Gas and Avista, and SW Washington customers of NW Natural. Year over year Energy Trust is recognized as one of the 100 Best Nonprofits to Work For in Oregon. Our Vision Clean, affordable energy for everyone. Our Commitment to Diversity We recognize the lack of diversity in our industry, and we actively seek to address it with our hiring and retention practices as well as our values. We believe every person and their lived experience is integral to building a vibrant culture and delivering effective services to all customers we serve. We are committed to the principles of diversity, equity and inclusion, and we encourage candidates with diverse backgrounds and experience to apply. Our Location Energy Trust has an office in downtown Portland, OR and provides for a range of work location options, including remote, hybrid and in-office work.. We are open to candidates who live throughout Oregon and Washington. This position is expected to report to the Portland office quarterly at a minimum for our All-Staff and other in-person meetings. Most members of the Finance team head into the office on a monthly basis for in-person collaboration and connection-building. About the Finance Team: Energy Trust’s Finance Department is a 16-member team organized into three groups: Accounting, Compliance, and Financial Planning & Analysis (FP&A). Together the team ensures financial integrity, supports organizational decision-making and drives process innovation. Recent Highlights: Modernized the chart of accounts across all reporting systems Transitioned to a five-year budgeting cycle and a rolling six-quarter forecast Automated grant reporting by integrating payroll data via API About the FP&A Team: This position joins the FP&A team , which leads Finance’s role in Energy Trust’s integrated planning, budgeting, and funding cycle. The team performs ad hoc and scenario analyses and develops financial strategies that support Energy Trust’s long-term goals. Led by the Manager of Financial Planning & Analysis , FP&A is a collaborative team of five. In the coming year, the Finance Department will advance toward a new Enterprise Financial System - modernizing how Energy Trust plans, manages, and reports on financial performance. Upcoming Focus Areas: Rebuilding the labor forecasting module in Prophix Implementing a grant budgeting and forecasting module in Prophix Automating TIN/W9 verification and expense data integration Streamlining manual spreadsheet- based processes across Finance What We’re Looking For: The Finance Business Analyst will provide ongoing support to key financial business systems including Energy Trust’s cloud-based financial planning and analysis system. The position is responsible for administering Energy Trust’s Prophix budgeting and forecasting system, leading continuous improvement initiatives for Finance processes, systems, and reporting, and documenting Finance workflows to support operational excellence and strategic decision-making. The Finance Business Analyst will maintain a priority-ranked list of Finance process, system, and reporting enhancements, will be responsible for continuously validating the list with key stakeholders, and will work through the prioritized list while providing updates to those stakeholders and Finance leadership. The Finance Business Analyst will report to the Manager, Financial Planning and Analysis. What You’ll Do: 1. Administer Energy Trust’s Budgeting and Forecasting System Serve as the primary administrator for Prophix, Energy Trust’s cloud-based financial planning and analysis platform. Manage system configuration, data integrations, workflow updates, and user training for planning, forecasting, and financial reporting. Ensure accurate and timely import of financial and operational data, maintain allocation processes, and oversee scheduled calculations and reporting cycles. Support quarterly rolling forecast development and performance tracking on a cross-enterprise basis. Support and train the user community by leading the design of input templates, reports, and processes for the annual budget cycle and ongoing performance management; host user forums, prioritize enhancements, and apply change management practices to ensure successful adoption. Maintain and enhance the data model - including cubes, dimensions, and system integrations - in coordination with IT, operations analysts, and other user groups; perform troubleshooting as needed and liaise with software support when issues arise. Lead development of new functionality and extensions of the budgeting and reporting system to meet evolving organizational needs, ensuring alignment with existing system prioritization processes. Develop & maintain Finance dashboards, reports, and visualizations to deliver standardized reporting and actionable insights to Manager, FP&A Stay engaged with users and analysts throughout the budget and forecasting process to ensure accuracy, collaboration and timely completion. 2. Develop, Prioritize, and Execute Finance Process, System, and Reporting Enhancements Maintain a priority-ranked list of Finance process, system, and reporting enhancements, validated with key stakeholders. Lead the execution of enhancements through standard development, testing, and production cycles, ensuring efficiency, high quality, and adherence to change management practices. Provide regular updates to Finance leadership and stakeholders, highlighting accomplishments, constraints, and next steps in alignment with the prioritized enhancement roadmap. Serve as the Finance representative on and collaborate with Energy Trust’s Business Systems Prioritization Team (BSPT) and other cross-functional groups. Scope, define, and deliver solutions that improve Finance operations and reporting, and advocate for prioritizing Finance enhancement projects. Develop and maintain clear documentation of Finance processes, data models, and system configurations. Practice continuous process improvement by identifying and implementing adjustments that make workflows more efficient, inclusive and equitable. 3. Document Current State and Future State Finance Process Workflows Map and analyze current Finance process workflows, including system touchpoints and data flows, to identify inefficiencies, risks, and improvement opportunities. Design and document future-state workflows to support process improvements, system upgrades, and strategic initiatives. Create clear and accessible process documentation and training materials to support Finance staff and stakeholders Perform moderately complex financial modeling and collaborate with senior staff on advanced modeling and analysis. 4. Support Cross Functional and Organizational Initiatives Carries out other duties as may be assigned or requested, including participation in cross functional projects and initiatives that support Energy Trust’s mission and operational goals. Performs all functions of the job in a safe, responsible, professional and confidential manner in accordance with Energy Trust policies and values. SUPERVISORY RESPONSIBILITY This position has no supervisory responsibilities. Requirements What You’ll Need: Bachelor's degree in business or a related field or equivalent professional experience. Minimum three to five years of previous experience as a finance business analyst or similar role. At least 3 years’ experience with financial budget/forecasting software, including relating to accounting, budgeting and forecasting, Prophix budget software experience is a plus. Experience working with SQL and ability to write basic SQL queries, preferred Advanced skills and experience with using Microsoft Excel, PowerBI /Tableau or similar tools for financial analysis and reporting. Excellent process and control documentation skills. Strong customer service orientation. Demonstrated ability to verbally, and in writing, communicate in a clear, concise and accurate manner. Demonstrated ability to keep payroll and HR system access confidential and recognize the sensitive nature and importance. Demonstrated ability to excel in a collaborative team environment. The above information is designed to outline the major functions and position requirements of this job. It does not identify all tasks that may be expected, nor address the performance standards that must be maintained. Benefits What You’ll Get: · Health/dental/vision insurance · Employer sponsored and paid life/disability · 401(k) with a company contribution of 6% of your salary after 90 days of employment · TriMet pass · Access to health and dependent FSA/HSA accounts · Generous paid vacation, holidays and sick days · Paid volunteer hours · Employee assistance program · Career advancement opportunities · Great colleagues and culture · Flexibility to work from home and/or an office space at the Portland, OR location · Work from home laptop provided · Read more about our benefits here APPLICATION INSTRUCTIONS: Please submit a cover letter and resume on Energy Trust’s website www.energytrust.org/About/careers . All offers of employment are conditional pending the successful completion of a background check (which may include employment verification, education verification, criminal history, motor vehicle record) and reference checks. Don’t meet every single requirement? Studies have shown that candidates from certain demographics are less likely to apply to jobs unless they meet every single qualification—for example, women and People of Color. At Energy Trust we are dedicated to building a diverse, inclusive and authentic workplace—if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply. You may be the right candidate for this or other roles. Energy Trust of Oregon is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact us. Energy Trust of Oregon is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

Posted 1 week ago

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First Choice Community Health CentersLillington, NC
Why Join First Choice Community Health Centers Nestled in the heart of North Carolina, Harnett County offers a unique blend of small-town charm and convenient access to big-city amenities. Located less than an hour from both Raleigh and Fayetteville, residents enjoy the tranquility of rural living with the benefit of nearby urban excitement. At First Choice, we’re proud to offer employment opportunities in this beautiful area, giving you the chance to work in a close-knit community while staying connected to the vibrant Triangle region. With a perfect balance of peaceful + affordable living and easy access to cultural and career opportunities, Harnett County is an ideal place to call home. Position Summary The Director of Finance and Operations will oversee and serve as the manager of all financial activities/operations and ensure the corporation’s financial health. Develops and executes financial policies and procedures. Principal responsibilities include overseeing the financial reporting, short range and long-term financial planning, general accounting, subsidiary corporation implementation and billing, audit coordination, taxes, banking, and monthly cash flow. Directly accountable for the functions of the general ledger, payroll, accounts payable, accounts receivable, grants accounting, budget preparation, logistics functions, information management systems and other related operations as may be necessary. Position may involve the performance management of subordinate employees. Benefits Offered Company paid Medical Insurance Dental and Vision insurance Retirement Planning (403B) Health Reimbursement Account (HRA) 11 Paid Holidays Essential D uties and Responsibilities Serves as the primary business advisor to service line teams. Collaborates with physicians and executive leadership to ensure accurate data usage and recommend enhancements based on industry trends. Lead financial reporting and ensure regulatory compliance. Develop internal accounting policies and controls. Manage budgeting, forecasting, and financial operations. Oversee audits and internal control activities. Provide financial analysis and strategic support to executives. Ensure compliance with all financial regulations. Oversee billing and collections. Oversee/handle bookkeeping and Accounting. Asset Management (physical and financial). Oversee accounting operations, managing accounting personnel, and providing training plus the recording of transaction and reconciliation of balance sheets. Handle purchasing and Vendor Relations. Education and Experience Bachelor’s degree from a four-year college or university Two years related experience in a health care setting where Federal Medicare cost reporting is used or equivalent combination of experience and education or 5 years experience in accounting. CPA is required, preferably in a business-related discipline. A MBA is strongly preferred. Applicable certification in computer network management plus two years experience of network management for multiple locations preferably within the medical industry. Possess a minimum of 3 years of financial experience as Director or CFO level finance professional, preferably in the software, internet, technology or consulting medical services industry. Strong leadership, communication and operations experience is required. Knowledge of the principles and practice of not-for-profit health care organizations; Knowledge of state and federal laws, as pertaining to HHS/HRSA-BPHC regulations and policies. Knowledge of the structure and operations of federally qualified health centers (FQHC’s). Experience with computerized accounting systems and spreadsheets. Experience and understanding of computerized accounting systems, budgets, and financial data operations, third party billing, contracting, collections, and cost-reporting (Medicaid & Medicare). Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Tasks, duties, and responsibilities, as listed in this position description, are not exhaustive. The Organization, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills and/or education will also be considered, so qualifications of incumbents may differ from those listed in the Position Description. The Organization, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Powered by JazzHR

Posted 30+ days ago

Plaid logo
PlaidSan Francisco, CA
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Earned Wage Access (EWA) team is building Plaid’s industry-leading solution for assessing repayment risk in EWA. By leveraging Plaid’s unique data and modeling capabilities, the team aims to deliver the most accurate and scalable EWA score in the market—surpassing existing offerings and setting a new standard for how partners evaluate and manage risk in this emerging space. As a Data Scientist on the EWA team, you’ll work across the full product lifecycle—from pre-launch evaluation through post-launch retrospectives—to analyze performance, assess repayment patterns, and design strategies that optimize outcomes for partners and end users. You’ll refine Plaid’s EWA risk models, identifying opportunities to improve predictive accuracy and uncover new behavioral signals unique to EWA users. In this role, you’ll also develop new features to strengthen risk prediction, build scalable data pipelines with tools like dbt to automate ETL processes, and create metrics, alerts, and dashboards to continuously monitor production model performance. Responsibilities Shape Plaid’s first zero-to-one repayment risk framework for earned wage access, setting a new industry standard. Empower millions of workers with safer, more accessible EWA products by helping partners manage repayment risk responsibly. Dive deep into Plaid’s unique transaction and balance data to uncover new repayment risk signals. Partner closely with customers to conduct retros and design repayment strategies, demonstrating real-world impact. Experiment with new modeling approaches and features tailored for short-term liquidity and repayment behavior. Build dashboards and monitoring frameworks that bring transparency to repayment risk and model performance. Collaborate across product, engineering, and data teams to scale Plaid’s EWA risk solutions and improve product-market fit. Join a high-ownership, bottom-up driven team building the leading EWA score to surpass competitors in the space. Qualifications 5+ years of experience in applied analytics, decision science, or risk modeling, ideally within credit, lending, or payments. Strong ability to analyze and interpret large-scale financial datasets (transactions, balances, repayment behaviors) to generate insights. Proficiency in SQL, Python, and data visualization/analysis tool. Experience in model performance evaluation, monitoring, and feature development for credit or risk models. Ability to partner with customers and internal stakeholders to translate data insights into repayment strategies and product improvements. A track record of owning projects end-to-end and driving measurable business or customer impact. Familiarity with financial services, fintech, or EWA/payroll products is a strong plus. Advanced degree or equivalent work experience in Statistics, Economics, Mathematics, Data Science, or a related field. The target base salary for this position ranges from $174,000/year to $260,400/year in Zone 1. The target base salary will vary based on the job's location. Our geographic zones are as follows: Zone 1 - New York City and San Francisco Bay Area Zone 2 - Los Angeles, Seattle, Washington D.C. Zone 3 - Austin, Boston, Denver, Houston, Portland, Sacramento, San Diego Zone 4 - Raleigh-Durham and all other US cities Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here .

Posted 2 weeks ago

Simply Business logo
Simply BusinessBoston, MA
Simply Business is a digital insurance brokerage that specializes in one thing: protecting the businesses our customers are working hard to build. We’re doing this by simplifying the insurance-buying process for all small businesses, blending together a combination of technology, data, and insurance knowledge. Our proprietary technology platform allows small business owners to easily search and compare quotes from over 20 top-rated insurance providers, customize their coverage, and purchase and access their policies - all online. Founded in the UK in 2005, Simply Business is an insurtech pioneer with nearly 20 years of experience supporting small businesses. Simply Business is passionate about building an outstanding product for our customers - one that empowers their entrepreneurial spirits. More importantly, we’re doing it all while taking care of our people. We’ve consistently been named a best place to work, including most recently ranking in Built In’s 2025 Best Companies to Work for in the US (Top 100), and Best Places to Work in Boston. We want team members who have the drive to challenge boundaries. If you’re smart and passionate about delivering brilliant customer experiences, we’d love to hear from you. We are looking for a high caliber individual to bolster our finance team as a Finance Business Partner . In this role, you will be empowered to work closely with business leaders to drive action to achieve our ambitious growth targets with sound financial judgement. This role will initially align to support our Direct-to-Consumer and Partnerships distribution channels, with the potential to rotate and expand to support other functional areas over time. We are a team that thrives on deep and varied business knowledge combined with analytical expertise, and are looking for someone that excels in collaboration with stakeholders to challenge and help shape strategic direction. As a Finance Business Partner, you will: Support your business partners in all aspects of financial performance and long term financial strategy, partnering to identify opportunities to accelerate growth and maximize value in a cost effective manner Lead in-depth analysis of business and financial trends to drive performance led discussions with business stakeholders Develop a deep understanding of the mSME property & casualty insurance market, helping to identify underlying market trends and craft solutions to improve our distribution proposition Partner with marketing and digital product to assess value-add channel optimizations and journey enhancements Manage partnership compensation models, collaborating with accounting team to ensure timely and accurate compensation within agreed timelines Develop financial models used for a variety of business needs, including CoA forecasting, evaluation of marketing investments and new partnership opportunities Oversee expense management for your respective functions, including contract review, expense reporting and regular headcount forecasting Develop strong relationships with functional leaders and key stakeholders, fostering tight collaboration to ensure financial goals are aligned to business objectives Lead the annual budgeting cycle for your assigned business functions, helping to set strategic priorities and develop financial targets on a short- and long-term horizon Coordinate with other areas of the finance organization to share and improve on best practices, tooling, control structure and to support various change initiatives What we are looking for: Demonstrated ability to analyze complex data and turn into actionable insights Ability to communicate clearly and effectively to varying levels of stakeholders, including the ability to influence and manage through conflict Ability to work on multiple levels, supporting strategic vision setting and detailed analysis on a day to day basis Experience in a cross functional and collaborative work environment Proficiency in excel, including development of complex financial models Deep experience with Looker, or other similar business intelligence tools A self-starter who is highly motivated and able to work autonomously in a fast paced and changing environment Ability and desire to problem solve from identification through to solution A desire to challenge us! We want people who can come in and help shape the future of this business, not afraid to raise questions and help us improve Bachelor’s degree with 5+ years of finance/accounting experience MBA and/or CPA preferred Here are some of the great benefits and perks that come from being a Simply Business employee: -Group plan for medical, dental, vision, and prescription drug coverage -Short term disability, long term disability, and life insurance coverage -Participation in the Company’s bonus program-Participation in 401(k) plan with a 5% employer match -Commuter benefits to help cut down on parking and public transit costs -25 days of vacation time plus 10 sick days and 10 company holidays -A genuine investment in your learning and development-Regular team outings and volunteer opportunities -An awesome office space -A hybrid working model, giving our employees great choice and flexibility to work in a way that’s best for their particular job, their teams, and their lives. Simply Business is an equal opportunity employer. We’re committed to welcoming and helping employees grow within an inclusive & diverse culture. And that commitment starts with our interview process. Once you apply, your info will be reviewed by a team with a mix of levels and experiences. We pride ourselves on fostering a sense of community, which is only made stronger by each individual at SB, so you’ll have the opportunity to meet a variety of people throughout the process. Get excited! Most of our first round interviews will take place over Zoom. In subsequent interviews, there may be an opportunity/expectation to meet team members in person. If it looks like you could be a good fit for the role, we’ll ask you to interview on Zoom first regardless – you’ll need WiFi and a laptop, or a 4G-enabled smartphone. If you don’t have access to either of these, or you need support with your application, get in touch with us at uscareers@simplybusiness.com. Please email us with any questions or if you want to pause your application for a bit – we’ll be happy to keep you updated on future opportunities like the one above. Want more info on working at Simply Business? Check out our careers page: simplybusiness.com/careers/

Posted 30+ days ago

Byrider logo
ByriderMadison, WI

$60,000 - $70,000 / year

Byrider- 5234 High Crossing Blvd- Madison, WI 53718 Branch Finance Manager Car Now Acceptance Company is Byrider's exclusive lending company. Branch Finance Manager career opportunity for the Madison, WI, finance office! Branch Finance Manager Rewards: $60k - $70k base + monthly incentive up to $2,500.00 Great benefits & paid time off Career growth potential to General Manager or Regional Manager Extensive training & support Cutting-edge systems & software Industry-leading customer program Successful company with locations in 24 states Established company in business for 36 years Branch Finance Manager Responsibilities: Hire, develop & motivate collections & lending team Manage collections portfolio delinquency & charge-off Lead and oversee underwriting efforts for the assigned branch Demonstrate & ensure a high level of customer service Help ensure branch compliance Back up the Branch General Manager as needed Branch Finance Manager Requirements: First-party consumer collections management Subprime experience is a plus Computer proficiency Customer service focus Leadership ability Branch Finance Manager Work Hours: No Sundays 5-day work week schedule Work most Saturdays 9-4 with a weekday off Location hours are 9-7 M-F, 9-4 SAT 45-48 hours a week Any keyword: Manager, Collections, Branch Manager, Consumer Finance, Lending, Store Collections Manager, Collection Manager, Collections Manager, Branch Collections Manager, General Collections Manager

Posted 1 week ago

CorDx logo
CorDxAlpharetta, GA
Who is CorDx?      CorDx, a multi-national biotech organization, focused on pushing the limits of innovation and supply in global health. With over 2000 employees across the world serving millions of users in over 100 countries, CorDx delivers rapid testing and point-of-care medical device solutions used in the detection of infectious disease such as COVID-19, pregnancy, drug abuse, biomarkers and more. CorDx is at the cutting edge of technology, artificial intelligence, and data science with the goal of delivering diagnostic solutions to some of the most critical questions in healthcare. Job Title : Finance Director Location : Alpharetta, GA  Reports To : CAO Job Summary : We are seeking an experienced and strategic Finance Director to join our executive team. The Finance Director will be responsible for overseeing all financial operations, providing strategic financial guidance, and ensuring the financial health and sustainability of the company. This role requires a strong leader with excellent financial acumen, strategic thinking, and the ability to drive financial performance.   Key Responsibilities : Financial Strategy & Planning:  Develop and implement financial strategies aligned with the company’s long-term goals, with a focus on IPO preparation. Oversee budgeting, forecasting, and scenario analysis. Financial Reporting & Compliance:  Ensure timely and accurate financial reporting in accordance with SEC regulations, US GAAP, and SOX compliance. Oversee quarterly and annual financial statements and investor reports. Lead financial audits and regulatory filings. Cost Control & Budget Management:  Optimize cost structures and allocate resources efficiently. Implement cost-saving initiatives without compromising product quality or R&D progress. Fundraising & Capital Management:  Develop and execute financing strategies, including debt and equity financing, to support business growth. Manage relationships with investors, financial institutions, and external auditors. Risk Management & Internal Controls:  Identify and mitigate financial risks, including credit, liquidity, and operational risks. Develop internal control frameworks to ensure financial integrity. Team Leadership & Development:  Build and lead a high-performing finance team, fostering accountability and excellence. Ensure continuous development and training for team members. Cross-Departmental Collaboration:  Partner with R&D, Operations, and Sales teams to ensure financial alignment with business objectives. Provide financial insights and strategic guidance to executive leadership. Requirements Professional Experience: 10+ years of progressive finance and leadership experience, with at least 5 years managing finance teams of 5 or more. Demonstrated job stability with an average tenure of 30+ months per role, and a career history spanning 7 or fewer companies. Industry Background: Experience in the life sciences, biotech, or diagnostics sector is essential; IVD experience strongly preferred. Financial Leadership & Transaction Expertise: Proven track record of leading a company through an IPO, M&A, or other major capital market transactions. Deep knowledge of financial reporting, budgeting, risk management, and investor relations. Certifications: Professional certifications such as CPA, CMA, or CFA are highly desirable. Language & Communication: Fluency in Mandarin is required to support international operations and cross-border investor communications. Preferred Attributes: Strong strategic thinker with operational discipline and business acumen. Hands-on, adaptable, and capable of thriving in a fast-paced, growth-stage environment. Excellent leadership, interpersonal, and decision-making skills, with the ability to partner effectively with executive leadership and external stakeholders. Benefits Highly competitive compensation package. Comprehensive medical, dental, and vision insurance. 401(k) plan with generous company contributions. Flexible paid time off (PTO) policy. Additional substantial benefits. Equal Opportunity Statement: We are an equal opportunity employer committed to inclusion and diversity. We do not discriminate based on race, gender, religion, sexual orientation, age, color, marital status, veteran status, disability status, national origin, or any other protected characteristic.

Posted 30+ days ago

PwC logo
PwCSan Diego, CA

$124,000 - $280,000 / year

Industry/Sector Not Applicable Specialism Finance Management Level Senior Manager 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. Those in corporate finance, treasury and commodities at PwC will specialise in providing financial advisory services related to corporate finance, treasury management and commodities. You will work closely with clients to analyse financial needs, develop strategies for capital structure optimization, manage liquidity and cash flow, and provide guidance on mergers and acquisitions, divestitures, and other financial transactions. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model 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. Job Requirements and Preferences Basic Qualifications Minimum Degree Required (BQ) Bachelor's Degree Minimum Year(s) of Experience (BQ) 7 year(s) of working in a consulting environment advising corporates on finance and treasury transformation and/or technology enhancements or, Selling and/or implementing technology solutions for finance and treasury areas or, Working directly in a corporation performing core treasury or IT related activities Preferred Qualifications Degree Preferred Master of Business Administration Preferred Fields of Study Accounting,Finance,Finance & Technology,Information Technology,Data Processing/Analytics/Science Additional Educational Preferences MBA Certification(s) Preferred CPA, CTP, or CFA; TMS Vendor Certification Preferred Knowledge/Skills Demonstrates in-depth level abilities and proven record of success with managing teams to deliver finance and treasury strategy, design and implementation projects, including: Possessing a systematic understanding of corporate treasury (e.g., global cash management, payments, bank relationships, investments, debt, corporate finance, and currency and commodity hedging); Implementing Treasury Management Systems and Payment tools including Kyriba, Quantum, Integrity, GTreasury, SAP Treasury, Ion, Trax, High Radius, Bottomline Technologies among others; Utilizing knowledge of bank connectivity alternatives (API, SWIFT, multi-bank reporting) Applying knowledge of global liquidity management techniques (e.g., pooling, in-house banks, payment factories, multilateral netting); Utilizing technologies that support collaboration, automation and data-driven story-telling including: Microsoft Products (Teams, PowerBI, MS Office), G-Suite (Google), and business intelligence tools; Learning digital technologies and the impact on Finance and Accounting including analytical tools. e.g. Alteryx, PowerBi, Tableau, Snaplogic and RPA technologies (UiPath, Automation Anywhere, Power Automate, etc), and machine learning/Artificial Intelligence; Working with ambiguity while addressing the clients' needs and delivering top-level results; Showcasing strong communications skills and the ability to simplify complex information and influence stakeholders; Leading teams and navigating difficult client conversations Creating a positive environment by monitoring workloads of the team while meeting client expectations; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues; Working collaboratively with a global team and all levels of an organization; Applying knowledge of operational metrics to support strategic plans, dashboard design and benchmarking/standard industry practices; Advising global organizations through transformations from strategy through execution. Managing multiple complex engagements simultaneously Possessing commercial acumen, experience identifying opportunities, creating proposals, etc. 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. The salary range for this position is: $124,000 - $280,000, 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 3 days ago

PwC logo
PwCGrand Rapids, MI

$77,000 - $202,000 / year

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

OakNorth logo
OakNorthNew York, NY

$150,000 - $200,000 / year

Join OakNorth and help reshape the future of business lending in the US! At OakNorth, we're on the hunt for exceptional talent to join our growing US team and help scale our lending business across the country. Since our launch in 2015, we've lent more than $18 billion to ambitious entrepreneurs in the UK - and over $1.5 billion in the US since summer 2023. Our lending has helped create 36,000 new jobs and 58,000 new homes - and we're only just getting started. If you're ready to make an impact, challenge the status quo, and be part of a mission-driven team transforming commercial banking, we'd love to hear from you. As a Senior Associate in Debt Finance, you'll play a key role in supporting Directors throughout the entire transaction lifecycle - from origination to execution - ensuring every deal is successfully delivered and expertly managed. What you will do: Work as part of a team on the execution of the deals Support the Debt Finance Team to maintain the CRM including new leads through to closed deals Assist in the preparation of deal specific credit memoranda for transaction recommendations to credit committees and other relevant lines of approval; go to external meetings (with senior bankers) and contribute to the discussions Assist in building complex dynamic financial models to analyse investment opportunities (reviewing debt structures, relevant debt underwriting parameters and specific assets using financial models and a variety of quantitative analytical tools to test assumptions and sensitivities) Undertake fundamental research analysis using a variety of data sources; undertake company and transaction specific analysis and valuations Participate in third party meetings where you could potentially contribute to drive the business forward - analysing proposed budgets, capital plans and other investment recommendations Work across a multi-disciplinary team to support on closing the funding of deals, including Credit and Transaction Execution What we are looking for: A degree with specialisation in Finance, Accountancy, Economics or equivalent from a top recognised university minimum 5 + years or equivalent of experience working with teams to support active front-office deal origination, execution and completion experience Determined attitude to liaise and work with multiple external teams to complete transactions Drive to achieve a common goal (lend money, help businesses, and earn interest / fees!) Clear thinker with research and analytical abilities; capacity to learn quickly Strong interpersonal and communication skills (written as well as verbal) Resourceful problem solver with a focus on delivery (ability to multitask is also crucial) Ability to thrive in an unstructured environment where you can create your own opportunities $150,000 - $200,000 a year Benefits & Perks: 401k plan with Principal (ON match up to 4%) Medical Care (managed through Insperity) - employees can add their family to their plan if needed Dental & Vision bundle Insperity Health Savings Account Program - this is a tax-advantaged employee benefit which can help manage health care costs by allowing employees to set aside some of their current earnings on a pretax basis for reimbursement of qualified health care expenses during the plan year EAP 20 days Holiday We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Posted 3 weeks ago

Freddie Mac logo
Freddie MacMclean, VA

$106,000 - $158,000 / year

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it's at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: The Single Family (SF) CFO group within the Finance Division is seeking a financial senior to assist with SF business General and Administrative (G&A) Expense planning, forecasting and analysis. The hired individual will be responsible for planning and analyzing, including providing timely, accurate and reliable financial management information. We are looking for a diligent, analytical go-getter to join our fast-paced and highly talented SF Finance team. Our Impact: Our team is a Financial Planning and Analysis (FP&A) group that oversees General and Administrative (G&A) expense for Single Family, the largest organization in the company! We perform budgeting and forecasting, variance analysis, cost management and analysis, and financial administration. The team produces regular and ad-hoc reporting, business reviews, and helps drive the effective and efficient G&A management for Single Family. Your Impact: Directly support our team and the Single Family business customers across all aspects of the role. Support annual planning/budgeting and the monthly rolling forecast processes. Produce monthly results packages comparing actuals to plan and forecast with robust and insightful commentary. Provide analysis and insight into budget and spend activity, including recommendations to enhance operating efficiency. Complete regular and ad hoc variance analysis and financial reporting. Qualifications: College degree (Finance/Accounting) or equivalent experience preferred. Typically, 5 - 7 years of related experience. Experience with financial analysis and reporting. Excellent oral and written communication skills. Experience using tools Hyperion/SmartView/Workday/Tableau/Power BI preferred. Strong proficiency with Excel and PowerPoint; familiarity with VBA is preferred. Keys to Success in this Role: Phenomenal teammate and collaborator. Ability to complete deliverables under tight deadlines. Calm under pressure; adaptable to change in priorities. Demonstrated ability to produce results, solve complex problems. Excellent attention to detail; highly analytical. Continuously strives for improvement. Current Freddie Mac employees please apply through the internal career site. We consider all applicants for all positions without regard to gender, race, color, religion, national origin, age, marital status, veteran status, sexual orientation, gender identity/expression, physical and mental disability, pregnancy, ethnicity, genetic information or any other protected categories under applicable federal, state or local laws. We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. A safe and secure environment is critical to Freddie Mac's business. This includes employee commitment to our acceptable use policy, applying a vigilance-first approach to work, supporting regulatory mandates, and using best practices to protect Freddie Mac from potential threats and risk. Employees exercise this responsibility by executing against policies and procedures and adhering to privacy & security obligations as required via training programs. CA Applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit www.BountyJobs.com and register with our referral code: MAC. Time-type:Full time FLSA Status:Exempt Freddie Mac offers a comprehensive total rewards package to include competitive compensation and market-leading benefit programs. Information on these benefit programs is available on our Careers site. This position has an annualized market-based salary range of $106,000 - $158,000 and is eligible to participate in the annual incentive program. The final salary offered will generally fall within this range and is dependent on various factors including but not limited to the responsibilities of the position, experience, skill set, internal pay equity and other relevant qualifications of the applicant.

Posted 3 weeks ago

US Bank logo
US BankMinneapolis, MN

$143,905 - $169,300 / year

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 This role has multiple levels, open to candidates with at least 10 years minimum experience with project finance. The successful candidate will be hired for the level of the position that aligns with their experience. Environmental Finance ("EF") is seeking an experienced professional to join our growing EF platform as a Relationship Manager ("EF RM") focused on project finance lending on the EF Business Development team. The EF RM will report to the Director of Project Finance within US Bancorp Impact Finance (USBIF). The EF RM will be responsible, broadly, for project finance loan origination and transaction execution while serving existing and new clients across U.S. Bank. This position will be responsible for revenue generation through non-recourse lending activities in renewable / traditional power, transmission, and midstream energy. The EF RM will be instrumental in executing on loan growth strategy which will require extensive collaboration with EF Business Development, Project Management, Asset Management, and the broader Institutional Client Group ("ICG"). This individual will be a seasoned leader with extensive project finance, tax equity, power and energy sector knowledge. This individual will have broad and deep functional expertise, with the demonstrated capacity for collaboration among internal and external interests. The position requires proficiency of U.S. Bank's credit policies and procedures and will be tasked with effectively collaborating and assisting in the ongoing development of credit administration and business line personnel. Other job qualifications include leadership experience, the ability to effectively work as part of a team, strong analytical abilities and strong prioritization skills. To be successful, the EF RM needs to develop strong working relationships within Impact Finance's Environmental Finance platform as well as with other key stakeholders across USIF, U.S. Bank and the respective industries. Additionally, the EF RM must be able to combine a high-level strategic approach with the ability to be hands-on in executing tasks needed for the success and growth of the business. ESSENTIAL FUNCTIONS Source and execute quality financing opportunities that will meet or exceed loan origination and loan fee targets or overall revenue objectives Execute and negotiate credit agreements, depositary agreements, and other loan transaction documents in coordination with outside legal counsel and, as applicable, other U.S. Bank product areas Work closely with EF Business Development, Credit Risk and Portfolio Risk Management on term sheet approvals, credit approvals, and managing risk limits for loans Direct legal counsel and other third-party providers to identify risks and ensure compliance with U.S. Bank's legal and credit requirements Support syndications and capital markets to maximize sale side opportunities for both tax equity positions and loans Serve as subject-matter expert as a component of marking activities (panel presentations) and internally for the U.S. Bank enterprise Guide, coach and develop team members, and manage the team's ability to work effectively with other departments and collaborate for the good of the organization. Basic Qualifications Bachelor's or Master's degree in finance, accounting or other related field Typically 10 or more years of banking experience Preferred Skills/Experience Ten or more years of banking and/or project finance experience Experience and general knowledge of tax equity investing Considerable communications skills and public-speaking abilities Strong leadership skills and proven ability in motivating employees and promoting teamwork. Excellent interpersonal, leadership, management, and teamwork skills. Highly motivated self-starter with excellent time management skills and the ability to effectively manage multiple priorities and timelines. High level of independent significant decision-making ability. Ability to quickly identify risks and determine reasonable solutions. Demonstrated ability to motivate others in a high-stress environment to achieve goal. Ability to effectively communicate and resolve conflicts by both oral and written communication to both internal and external clients. Ability to adapt to a dynamic and evolving work environment. Well-developed analytical and problem-solving skills. Strong operational acumen. LEADERSHIP SKILLS Ability to lead a team in planning, organizing, and managing multiple projects and priorities to accomplish deadlines. Ability to communicate effectively, both orally and in writing, with groups and individuals, at various levels. Ability to delegate duties and assignments in order to achieve objective. Skill in developing policies and procedures designed to meet the goals and objectives of the organization. Skill in the preparation and presentation of ideas and information in both formal and informal settings. Experience and knowledge of the principles and practices of management and employee development. ANALYTICAL SKILLS Ability to think critically to solve problems with rational solutions. Ability to react and make decisions quickly under pressure with good judgment. TECHNICAL EXPERTISE Strong project finance and energy market experience. Familiarity with partnership and accounting structures. Location Expectations 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: $143,905.00 - $169,300.00 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

N logo
Nexstar Media Group Inc.Washington, DC

$70,000 - $80,000 / year

The Hill, a division of Nexstar Media Group, is hiring a reporter to cover cryptocurrency and finance policy in Washington, D.C. This reporter will be focused on the ways the cryptocurrency industry is flexing its power in Washington, shaping financial regulations and battling with other finance power players. We want to explore the impact of the rapidly changing crypto regulatory landscape, the biggest policy battles shaping the future of crypto and its political implications. We also want to write about how crypto is shaping the wider world of finance. An ability to explain complex and nuanced policies in an informative and punchy way is a must. This reporter will also cover other important stories in finance, including major shifts in financial markets and battles among financial service lobbies in Washington. About the role: The person filling this role will be responsible for a mix of breaking news stories and features. A successful candidate will have the ability to build sources that can help provide daily scoops to be used across The Hill's platforms, including our newsletters. We want to write stories that inform readers and explain Washington, D.C. to outsiders. We want to lead the conversation as much as possible, while offering fresh and insightful angles not yet covered by our competitors. Candidates who gravitate toward news stories that are unique, and who can write in a compelling and informative way, will have the best chance of success in this role. This position will be a part of our Business team, which includes two other reporters and an editor focused technology, finance and the economy. But the ability to work collaboratively with reporters across the newsroom will be necessary. Responsibilities include: Writing breaking news and longer analysis and enterprise pieces on the subjects of cryptocurrency and finance. Explaining important legislative and regulatory battles in an approachable way. Writing a mix of short and longer news briefs and features for The Hill's website and newspaper. Contributing to our Business & Economy newsletter. Discussing complex policies and political fights in a digestible manner on television. Skills and qualifications: A degree in journalism or a related field is required, and previous reporting experience in a metro or national media environment is preferred. Candidates should have good instincts for understanding what readers want and be able to produce error-free, clean journalism on a tight timetable. Basic familiarity with Google Trends, SEO skills and real-time analytics are a plus. To apply: Please upload your materials with as much of the following as possible: your updated resume, a brief cover letter explaining your interest and fit for the position, and your portfolio/clips or links to a few samples of your work. Completing these steps will ensure that you receive the highest consideration. About The Hill Established in 1994, The Hill is the country's definitive digital source for non-partisan political news and information. Inside the Beltway, it's known as an essential, agenda-setting read for lawmakers and influencers. Beyond the Capitol, The Hill's trusted content is shared more often on social media than any other political news brand in America. Our properties include TheHill.com, reaching a monthly audience of 41M; Hill.TV, the largest independent video platform within the Beltway with 1.4B annual views; The Hill's print edition, one of the most influential sources for law and policy makers; Elevate Studios, creating breakthrough branded content offerings for leading marketers; and The Hill Events, which hosted 70 virtual events last year, featuring 92 Members of Congress and 88 industry leaders in meaningful policy discussions. Compensation ranges from $70,000 to $80,000 commensurate with experience and skill level. Benefits include medical, dental, vision, Life Insurance, and 401K with company match. Any person in this position will be represented by the Washington-Baltimore News Guild, Communications Workers of America Local 32035, AFL-CIO. #LI-Onsite

Posted 4 days ago

Antares Capital logo
Antares CapitalNew York, NY

$150,000 - $190,000 / year

Antares Capital seeks a dynamic, hands-on Vice President, Finance and Treasury Technology, to oversee strategic data, technology, and delivery responsibilities within technology and servicing the finance function. This includes technology and financial reporting programs that align with the organization's transformational goals in asset management and financial services. This role will lead complex cross-functional initiatives across front, middle, and back-office business functions and elevate Antares's capabilities to deliver new products, operational efficiencies, effective data quality management processes, technology governance, and systems integration needs. The position combines program management responsibilities, coordination across business functions, technology management, and delivery responsibility within technology, and servicing the finance function. Responsibilities Program and Project Management Lead Strategic Programs: Design, implement, and oversee complex, cross-functional data and technology initiatives aligned with the finance function and overall asset management business objectives. Propel programs for AI, Machine Learning, and Computational techniques to enhance Antares's technical and operational portfolio. Resource and Stakeholder Management: Allocate resources effectively, engage with senior stakeholders, and ensure robust communication across program lifecycles. Risk Management and Compliance: Identify and mitigate program risks; ensure all initiatives adhere to industry and regulatory standards, including data privacy laws (GDPR, CCPA). Performance Metrics and Reporting: Establish successful metrics, develop KPIs, and provide regular status updates to executive teams. Collaboration and Integration: Work closely with front, middle, back office, and technology teams to align initiatives with business strategies, ensuring that program goals are achieved with a heavy focus on Data Quality and Process maturity. Audit and Compliance Readiness: Collaborate with internal audit to ensure alignment with data controls and regulatory requirements, preparing the organization for successful audits. Asset Management Expertise Financial Services Integration: Apply a deep understanding of asset management processes, including sales, marketing, trade management, investor reporting, treasury management and compliance workflows. Finance and Treasury Functions Technology Expertise Lead the design, implementation, and support of technology solutions for finance operations, including General Ledger, Fund Accounting, and Accounts Payable. Collaborate with Finance, Operations, and IT teams to ensure seamless integration of financial systems and data flows across the asset management lifecycle. Oversee the deployment, maintenance, and optimization of platforms such as D365 Finance, Gtreasury and OneStream for financial reporting, consolidation, and analytics. Drive process improvements and automation initiatives to enhance data quality, operational efficiency, and compliance with regulatory standards. Manage relationships with third-party vendors and service providers to ensure robust, scalable, and secure finance technology solutions. Provide technical leadership and support for finance transformation projects, ensuring alignment with business objectives and industry best practices. Collaboration and Stakeholder Management Interface with internal and external stakeholders to achieve program/project goals. Educate and train employees on disciplined technology and data governance policies and procedures. Manage collaboration between technology and other business teams to align initiatives with strategic goals. Act as a liaison between consumers of information and technology team to ensure alignment and understanding where necessary. Process Maturity and Governance Partner with business functions to build and develop future processes and enhancements to current workflows, focusing on efficiency and scale in everything Antares does. Develop and implement process governance standards, focusing on data quality management and technology leverage. Technology and Data Infrastructure Collaborate with Technology Teams: Partner with IT and architecture teams to oversee the integration of data platforms, data lakes, and cloud-based solutions, including AWS, Azure, and Snowflake. AI, ML, and Data Management Tools: Implement and maintain tools for data governance (e.g., Collibra, Informatica), master data management, and data visualization (Power BI, Tableau). Innovation in Data Management: Lead efforts in automating data governance practices, enhancing data access and usability, and ensuring scalability to meet future needs. Qualifications Bachelor's degree in Information Technology, Finance, Business, Science, or a related field; a master's degree or relevant certifications (e.g., CDMP, DGSP) is preferred. Deep understanding of asset management and the investment industry, including specific data needs of Portfolio Management, Operations, Finance, and Back-Office teams. Understanding of IBOR/ABOR concepts. Familiarity with AI, Machine Learning, and Computational techniques to enhance the technical and operational portfolio at Antares. Experienced in applying intelligence technologies to business problems for effective ROI and business outcomes. Familiarity with end-to-end information processing for an asset manager, including an understanding of the complete life cycle of transactions, trade booking and management, portfolio and investor reporting, treasury and cash management, financial reporting, closing period workflows, and processes. Experienced with monthly/quarterly closing processes for Funds, including recon needs between the firm and 3rd parties. Experience working with third-party service providers (Fund Admins and SAS Vendors) to establish end-to-end data and process flows, focusing on quality and timeliness. Working experience with data governance practices, business and technology issues related to managing enterprise data assets, and data governance policies. Experience with data platforms, data governance tools, and data analytics platforms (Power BI, Tableau). Excellent interpersonal, communication, and leadership skills, with the ability to drive alignment and influence senior stakeholders. Strong analytical, problem-solving, and decision-making skills. Experience and knowledge of Indus Valley Partners (IVP) products and solutions, including Security Master, Reference Master, Recon, and Polaris, are highly desirable. Background in any industry-standard middle and back-office platforms (ie, Geneva, VPM, WSO, etc.) Strong understanding of General Ledger and Fund Accounting concepts. Experience with Accounts Payable workflows and systems. Hands-on experience with D365 Finance platform. Proficiency in Gtreasury, OneStream reporting and consolidation tools. Experience with cloud data platforms, data warehousing solutions, and BI tools such as Azure, Fabric, Tableau, and Power BI. Strong leadership and team management skills. Excellent communication and collaboration abilities. COMPETENCIES Strategic Thinking: Ability to design long-term data strategies that align with business objectives and industry trends. Data Governance: Expertise in implementing comprehensive data governance frameworks, ensuring compliance with regulatory standards (e.g., GDPR, CCPA). Leadership & Team Management: Proven track record in leading diverse teams, mentoring, and building a culture of collaboration and accountability. Communication & Stakeholder Engagement: Excellent skills in articulating data strategies and technical concepts to non-technical stakeholders, promoting alignment and understanding. Analytical Thinking & Problem Solving: Strong ability to analyze complex datasets, identify trends, and develop data-driven solutions. Project Management: Proficiency in overseeing multi-phase data projects, ensuring they are completed on time, within scope, and on budget. Risk & Compliance Management: Competence in identifying data-related risks, implementing mitigation strategies, and ensuring compliance with data privacy laws. Innovation & Adaptability: Ability to introduce innovative solutions to improve data processes and quickly adapt to evolving technology landscapes. Customer-Centric Approach: Commitment to understanding the needs of internal and external stakeholders, ensuring data solutions enhance user experiences. THE FINE PRINT Must have unrestricted authorization to work in the United States. Willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check. Must be willing to work from [Enter Location(s)] and travel as necessary. Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. A reasonable estimate of the current base salary range at the time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is comprised of several components, including but not limited to applicant's skill, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and the location of the position. This role is eligible for a discretionary annual bonus (based on company, business unit and individual performance). Our benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range Chicago $150,000 - $180,000 New York $160,000 - $190,000 To learn more, visit www.antares.com. Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

Posted 2 weeks ago

D logo
DBA Carta, Inc.San Francisco, CA

$179,000 - $224,000 / year

The Company You'll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta's platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta's Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don't work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page. The Problems You'll Solve At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Corporate Finance Senior Manager, you'll work to: Shape Carta's long-range financial story by owning corporate-level financial models and forecasting frameworks that align growth, margin, and capital efficiency targets across all business units Elevate strategic storytelling for executives and the Board by distilling complex financial data into clear narratives that frame trade-offs, highlight opportunities, and drive alignment on company priorities Operationalize strategic priorities by linking company-wide initiatives and investments to bottom-line outcomes, ensuring financial plans reflect both ambition and discipline Partner across Product, GTM, and G&A leadership to evaluate trade-offs in headcount, spend, and investments-turning analysis into actionable recommendations that balance growth and efficiency Apply benchmarking and scenario analysis to evaluate Carta's performance against peers and emerging industry trends, helping the business identify gaps, opportunities, and best practices Own quarterly and annual planning processes at the corporate level, aligning bottom-up inputs with top-down targets to ensure predictability and accountability Enhance financial reporting and insights by improving automation, dashboards, and KPIs that enable executives to track progress against growth, margin, and cash flow goals in real time Mature Carta's financial infrastructure and processes to meet the needs of a scaling business, building the rigor, transparency, and insights needed to support sustained growth The Team You'll Work With You'll be joining our Strategic Finance team supporting Carta's leadership. This is a high-impact role at the center of corporate planning and decision-making, responsible for driving alignment across Product, GTM, and G&A functions. You'll generate insights into Carta's overall financial performance, shape our long-range strategy, and provide the frameworks that guide investment and resource allocation. As a primary finance partner to company leadership, you'll bring clarity and storytelling to complex financial topics-helping Carta mature its financial infrastructure while continuing to scale as a category-defining business. About You 8+ years of progressive Finance experience, ideally combining time in professional services (investment banking, private equity, or consulting) with in-house Corporate Finance or FP&A in a technology company; SaaS or high-growth experience strongly preferred Strong foundation in analytical rigor, financial modeling, and strategic problem-solving, developed in environments where precision and speed are equally critical Ability to translate complex financial data into clear insights and compelling narratives for executives and Boards Track record of supporting strategic planning, capital allocation, and investment decisions that balance growth and efficiency Proven success operating in dynamic, high-growth settings, managing multiple priorities with minimal oversight Record of driving automation and process improvements to enhance insights, scalability, and efficiency Strong communication skills with the ability to influence senior stakeholders and partner effectively across Product, GTM, and G&A teams Familiarity with financial and business systems such as Pigment, NetSuite, Coupa, Workday, Salesforce, Google Workspace, and Microsoft Office a plus Bachelor's degree in Finance, Accounting, Economics, or Business; advanced degree or certification (e.g., MBA, CPA, CFA) a plus Comfortable going into the San Francisco office on a hybrid schedule (Tue-Thu, 3 days/week) At Carta, you're not just an employee. You're a builder who is creating infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta's Identity Traits. They work collaboratively and cross functionally to challenge the status quo; working towards a common goal of creating more owners in the private markets. Salary Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is: $179,000 - $224,000 in San Francisco Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors. Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report. Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

Posted 30+ days ago

PwC logo
PwCDallas, TX

$155,000 - $410,000 / year

Industry/Sector FS X-Sector Specialism Finance Management Level Director 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 enterprise performance management at PwC, you will focus on helping clients improve their financial performance and decision-making processes. You will analyse financial data, develop performance metrics and key performance indicators (KPIs), and design and implement performance management frameworks. You will be responsible for providing guidance on budgeting, forecasting, and financial planning processes to drive operational efficiency and achieve strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce 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 FP&A Operations team you will assist clients in enhancing their financial planning and analysis functions to drive business insights and fulfill corporate objectives. As a Director, you will set the strategic direction, lead business development efforts, and maintain impactful executive-level client relations, making sure that quality and integrity remain at the forefront of our operations. This role offers the chance to mentor the upcoming generation of leaders while fostering an environment where innovative solutions thrive. Responsibilities Promote innovative solutions that align with corporate goals Maintain adherence to quality and integrity standards in operations Analyze financial data to provide actionable insights Foster a collaborative environment that encourages creative problem-solving What You Must Have Bachelor's Degree 8 years of experience What Sets You Apart Master's Degree in Business Administration preferred Experience leading planning processes and budget forecasting Demonstrating thought leadership in financial system implementations Integrating operational data into planning processes Designing enterprise reporting strategies and analytics Comprehending market-leading digital technologies for FP&A Leading teams to drive project outcomes and deliverables Identifying and addressing client needs effectively Demonstrating skills in project management tools and capabilities Understanding of market leading digital technologies and the impact / use for FP&A including analytical tools, AI, data warehousing, ERPs / general ledger, and EPM Experience leading or implementing market leading FP&A technologies including, but not limited to Oracle Planning and Budgeting Cloud Service (EPBCS / PBCS), OneStream, Anaplan, Tagetik, etc. Coding experience and/or Python skills Understanding of Agentic AI work 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. The salary range for this position is: $155,000 - $410,000, 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 2 weeks ago

HNTB Corporation logo
HNTB CorporationRaleigh, NC
What We're Looking For At HNTB, you can create a career that is meaningful to you while building communities that matter to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country. With our historic growth, it is an exciting time to join our team of employee-owners. This opportunity entails, while under close supervision, assist assigned department(s) and/or project(s) by performing basic and routine administrative support work and other related tasks which may reflect elements of standard post-secondary business curriculum, usually on a part-time, temporary, or co-op basis. Our Raleigh, North Carolina Office is seeking Finance Interns for Summer 2026. Relocation and housing are NOT provided for these positions. What You'll Do: Performs a variety of tasks which may be specific to a particular functional area of activity such as preparing reports, tracking and evaluating results, coordinating program developments, answering the phone, receiving messages, transmitting information, making copies, editing documents, handling routine inquires and making appointments. Participates in meetings and interfaces with various teams. Assists management in analyzing various data. Works on special projects and provides research as needed. Performs other duties as assigned. What You'll Need: High School Diploma/GED or equivalent plus enrolled in a related undergraduate or graduate program What We Prefer: Working knowledge of MS Word, Excel, and PowerPoint Ability to work independently Ability to prioritize work and multi-task Additional Information Click here for benefits information: HNTB Total Rewards Click here to learn more about Equal Opportunity Employer/Disability/Veteran Visa sponsorship is not available for this position. #LD #FinanceAccounting . Locations: Raleigh, NC . . . . . . . . . . . . . . . . . . NOTICE TO THIRD-PARTY AGENCIES: HNTB does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of HNTB. HNTB will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing/employment agency, person or entity. Staffing/employment agencies who have fee agreements with HNTB must submit applicants to the designated HNTB recruiter to be eligible for placement fees.

Posted 30+ days ago

Geico Insurance logo
Geico InsurancePortsmouth, NH

$115,000 - $260,000 / year

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

Posted 30+ days ago

maxRTE logo

VP of Finance & HR

maxRTESan Francisco, CA

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Job Description

maxRTE is on a mission to help hospitals and health systems maximize their revenue so they can focus on what matters most—caring for patients. We’ve been growing 30% year-over-year with industry-leading margins, and now we’re looking for a VP of Finance & HR to build these functions from the ground up and help us scale to the next level.

You’ll be the CEO’s right hand—translating vision into execution, building a world-class team, and ensuring our team and external stakeholders have an exceptional experience. You’ll lead the strategy and execution across core processes such as invoicing, pricing, investor reporting and employee onboarding. This role is perfect for an ambitious operator who thrives in fast-growth environments and wants to make a tangible impact on healthcare.

Requirements

What You’ll Do

  • Reporting & Budgeting: Own budget, financial audit, and lender and Board reporting. Lead cross-functional alignment and approval processes.
  • Finance Operations: Simplify and optimize financial processes, including reporting, invoicing, and collections, to ensure clarity and speed.
  • HR Operations: Oversee compensation strategy, culture building and retention across functions. Lead recruitment efforts, enabling leadership to source high-quality candidates. Own payroll, onboarding and offboarding processes and 2x annual offsite planning.
  • Pricing Optimization: Drive revenue growth by revamping our pricing strategy.
  • Team & Function Building: Build a team of A-players, hiring and expanding the team as the company and its needs grow

Who You Are

  • A proven builder: You have 5+ years of experience leading operations or finance in a high-growth SaaS or tech-enabled services company. You know what “good” looks like and how to get there.
  • Detail-oriented: You take full responsibility & accountability for core processes (payroll, financial reporting), ensuring accuracy and timeliness of all deliverables.
  • Execution-focused: You thrive in fast-paced, high-growth environments. You know how to prioritize, make tradeoffs, and deliver results without dropping the ball.
  • Strategic + hands-on: You can zoom out to set vision and strategy—and then roll up your sleeves to solve problems alongside your team.
  • An exceptional communicator: You build trust quickly cross-functionally. You can translate complex challenges into clear action plans and escalate issues timely.
  • Mission-driven: You’re passionate about making healthcare better for providers, patients, and their communities.
  • Resourceful + entrepreneurial: You don’t wait for answers—you create them. You have a bias for action and a knack for finding creative solutions.

Benefits

We’re committed to investing in our people. As part of maxRTE, you’ll get:

  • Competitive salary + bonus + equity
  • Unlimited PTO
  • 401k plan
  • Health, dental, vision, and life insurance
  • Career acceleration, mentorship, and training opportunities
  • We’re a fully remote, U.S.-based team. We stay connected through regular collaboration and 2x annual off-site team events.

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