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PwC logo
PwCDallas, TX
Industry/Sector Private Equity 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. In operating model and organisation design at PwC, you will focus on helping clients optimise their finance function and organisational structure. You will analyse current finance operating models, identify gaps and inefficiencies, and design and implement solutions to enhance finance processes, roles, and responsibilities. Working in this area, you will provide guidance on finance transformation initiatives, change management, and talent development to align the finance function with strategic objectives. 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. The Opportunity As part of the Finance Function Strategy team, you will assess clients' Finance function and provide recommendations that improve the effectiveness and efficiency of its operations. As a Senior Manager, you will serve as a strategic advisor, working alongside CFOs and Controllers, to address complex challenges and recommend innovative solutions for improved financial results, streamlined services, timely and accurate reporting, and management of risk and control. You will evaluate every aspect from financial planning to transaction processing, treasury management, capital efficiency as well as analysis and reporting. Responsibilities Conduct detailed analysis of clients' key performance indicators, business processes, and systems to identify areas of improvement focused on treasury, financial reporting, accounting, financial planning and budgeting, capital management, risk and controls Assist companies in achieving strategic goals and addressing multi-layered challenges through Finance strategy and operations Support business development activities, including proposal development and client presentations to promote PwC's Finance Function Strategy services and expand the client base What You Must Have Bachelor's Degree At least 7 years of experience What Sets You Apart Master's Degree in Finance, Accounting & Finance, Finance & Technology, Information Technology, Data Processing/Analytics/Science preferred Certified Public Accountant, Certified Treasury Professional or Chartered Financial Analyst preferred Demonstrating in-depth knowledge of the end-to-end value chain of Finance processes and technology Developing and reviewing financial models, business cases, and benchmarking analyses Working with ambiguity while addressing the clients' needs and delivering top-level results Analyzing complex data using large data sets and turning them into meaningful insights Driving innovation, sharing insights and contributing to thought leadership Showcasing proven communication skills and ability to present cogently Possessing proven analytical skills to quickly grasp and apply analytical frameworks to both qualitative/quantitative evidence Creating a positive team environment while meeting client expectations Leveraging digital technologies and the impact on Finance including analytical tools (e.g. OneSource, Anaplan, Workiva, Blackline, Alteryx, PowerBi, Tableau, RPA technologies, machine learning, and generative Artificial Intelligence) Travel Requirements Up to 40% 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 1 week ago

Huntington Bancshares Inc logo
Huntington Bancshares IncPhiladelphia, PA
Description Summary: The Equipment Finance Sales Executive: Environmental/Waste and Construction/Vocational Trucking - develops and maintains profitable commercial leasing customer relationships. Markets leasing products to commercial customers. Negotiates lease terms and buyouts. Prepares all associated leasing documentation as required by internal and external regulations. Has ongoing responsibility for staying abreast of customer's creditworthiness; collects delinquent accounts. This position will cover the northeast and can be remote, however would be hybrid if near a Huntington office. Duties & Responsibilities: Responsible for developing new business and providing industry trend insights to executive management, maintaining a high quality large or specialized environment/waste equipment financing portfolio. Responsible for generating new business through direct calling efforts and partners with Large Corporate, Commercial, and Private Financial Group bankers to provide financing solutions to new customers as well as Huntington's existing customers. This specialized sales role is responsible for actively identifying cross sell opportunities for other bank partners, prepares deal preview packages, and works with other colleagues to document opportunities in accordance with internal and external regulations. Develops and maintains profitable leasing customer relationships. Markets leasing products to commercial customers. Negotiates lease terms and buyouts. Prepares all associated leasing documentation as required by internal and external regulations. Has ongoing responsibility for staying abreast of customer's credit-worthiness; collects delinquent accounts. Travel is required. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree or additional 5+ years of experience in Equipment Finance/Leasing. 5+ years of sales experience in Equipment Finance/Leasing. Experience reviewing, analyzing, and judging creditworthiness of potential deals based on financial reports and related documentation Preferred Qualifications: Previous formalized credit training Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; and creating documentation to support the credit and minimize risk Demonstrated leadership experience by providing coaching, skill development, and feedback to team members Proficiency using Microsoft Word and Excel Proven negotiation skills Strong written and verbal communication High level of professionalism #LI-Remote #LI-DK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Remote Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000-$140,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncCleveland, OH
Description The Senior Commercial Portfolio Manager - Technology Finance underwrites credit exposure for large, complex customer relationships and circumstances. Includes day-to-day interaction with assigned Sales Reps, management of portfolio risk, and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Duties and Responsibilities: Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Owns primary responsibility for the credit and monitoring of Commercial portfolio risks. Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader and Regional Credit Officer. Underwrites complex and large credit requests for prospects and clients. Possesses a mastery of client and industry expertise, analyzes company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of prospects and clients. Accountable for risk evaluation and associated regulatory compliance requirements. Provides independent, in-depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation. Responsible for financial statement spreading, risk rating integrity, compliance, and regulatory review. Responsible for maintaining an extensive level of knowledge of corporate banking, investment banking, and commercial banking solutions, in addition to market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the organization. Mentor Credit Analysts and junior-level Portfolio Managers. Performs other duties as assigned. Required Qualifications: Bachelor's Degree in Accounting, Finance, or related field. Experience conducting cash flow analysis for large, complex publicly traded companies. Intermediate proficiency with MS Office Desktop applications. 7+ years of experience in commercial credit analysis. Proficiency with Moody's spreading software. Preferred Qualifications: Previous equipment finance underwriting experience. Strong interpersonal skills and solid written/verbal communication. Ability to prioritize workflow and multi-task in a fast-paced environment. Strong interpersonal skills and solid written/verbal communication. RMA-CRC designation. CLFP designation. #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000 - $154,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

Ameriprise Financial logo
Ameriprise FinancialMinneapolis, MN
Our 10-week summer intern program provides real-life experience in a collaborative and inclusive environment. Over the course of your internship, you will gain exposure to leaders, cultivate your business knowledge, work on projects that directly impact the business you support, and network in a welcoming atmosphere. Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance offers employees the opportunity to grow and develop personally and professionally in a flexible work environment designed to support individual needs. As you spend the summer with us, learning and growing, you'll also spend time getting to know your fellow interns during team building exercises. With access to our Business Resource Networks - which includes the Black Employee Network, Young Professionals Network, PRIDE Network - you will increase your own sense of belonging and engage in important networking and development opportunities. Embark as an intern with us this summer and lay the foundation for your future. The Corporate Finance internship program offers exposure to a broad range of business initiatives, along with the chance to gain experience in one of the following areas: Corporate Tax Controllership Procurement Risk & Control Services Risk Management Finance Key Responsibilities Responsibilities vary depending on assigned projects(s) and may include: Complete federal and state tax returns for various legal entities Gain knowledge about the general ledger, tax accounting, internal controls and how we report data Learn the steps to reach the bottom line and the relationships between separate line items Build decision support-based analytics for business partners Build cost benefit analysis, budgeting, and forecasting Provide the financial metrics for project management Balance sheet management, due diligence, and process re-engineering Examples of past intern projects include: Assisted with building and maintaining financial models to drive strategic initiatives Monitored trends surrounding utilization of real estate concepts to determine future state Completed cost benefit analysis for departments within the organization Refined Microsoft Office, especially excel, skills with real world projects. Required Qualifications Current Junior at a 4-year university pursuing a bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field Graduation date of December 2026 or May/June 2027 Preferred Qualifications High degree of self-motivation with strong integrity and ethics Proven organization skills and ability to manage time effectively Excellent communication, interpersonal, and presentation skills Ability to work and communicate collaboratively and constructively with others Proficient with Microsoft Office Suite If job requires knowledge of specific software, hiring leaders can add that here The company does not offer corporate undergraduate internships for students with F-1 visas. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated hourly wage for this role is $23.00 per hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Human Capital Line of Business FIN Finance

Posted 5 days ago

T logo
Truist Financial CorporationDallas, TX
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Develop and manage new and existing Service Finance dealer client relationships in assigned territories. Produce appropriate level of volume/portfolio growth on a monthly basis. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Build and maintain strong dealer relationships providing a high level of customer service to consumers and Service Finance Dealer Clients by being reliable, responsive, empathetic and competent in support of our Perfect Client Experience (PCE) initiatives. Update the dealer on current programs, changes and special promotions. Utilize enterprise supported sales management systems as directed to document, monitor and report prospect and client calls and schedules. Conduct Dealer client visits Develop dealer call strategies, campaigns, techniques, and tools that will support sales growth objectives. Other critical tasks and duties assigned QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or equivalent education and related training or experience 3 years of previous Sales experience Broad base knowledge of the sales process from lead generation to relationship management Strong sales and negotiation skills Excellent organization and time management skills Excellent oral and written communication skills Demonstrated ability to work in a team atmosphere. Demonstrated proficiency in Microsoft applications, including Outlook, Word, Excel and Powerpoint Positive and professional attitude Ability to travel, occasionally overnight Preferred Qualifications: 1. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking/Bending/Lifting Sitting (if checked, indicate frequency) Constantly (More than 50% of the time) Standing (if checked, indicate frequency) Occasionally (Less than 25% of the time) Walking (if checked, indicate frequency) Frequently (25% - 50% of the time) Bending (if checked, indicate frequency) Occasionally (Less than 25% of the time) Lifting (if checked, indicate pounds) Up to 10 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel (Must select one) Minimal and up to 10% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Holman Automotive logo
Holman AutomotiveSeattle, WA
Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What's Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around. The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States. Lexus of Seattle has an outstanding opportunity for an Automotive Finance Consultant to join their team! What will you do? Maintain successful F&I Operation Assure that all buyers are afforded the opportunity to purchase financing, payment protection and other products and services carried which are appropriate for the vehicle purchased Maintain a follow-up system for collecting one pay contracts and outstanding titles Obtain and maintain high customer satisfaction scores Process, review and analyze the credit report of customers Run customer credit reports, which include detailed credit history and confidential consumer data Analyze the credit history of the customer to determine the probability of the bank accepting the credit application Maintain knowledge of finance and insurance products and manufacturers policies Train and manage sales consultants in product and paperwork related to F&I Products Maintain knowledge of industry; create and maintain relationships with industry contacts Assist the desk managers as necessary What are we looking for? Must have a valid driver's license with excellent driving record Strong organizational and excellent written/verbal communication skills 2-5 years of experience as automotive finance manager preferred Strong organizational skills with the ability to provide excellent customer service Excellent written/verbal communication skills Target Compensation Range: $160,000 - $280,000/year #LI-SS3 At Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better, we have to do better, and to do better we must know better. That's why we are listening, open to learning new things - about ourselves and each other. We will never stop striving for improved diversity, equity, and inclusion because we are successful together when we feel trusted and supported. It's The Holman Way. At Holman, your total compensation goes beyond your paycheck. To position you for success and provide a rewarding career and better life for you and your family, Holman is proud to offer you the benefits you deserve; including protection against illness, disability, loss of work, or preparation for retirement. Below is a brief overview of the programs available to full-time employees (programs may vary by country or worker type): Health Insurance Vision Insurance Dental Insurance Life and Disability Insurance Flexible Spending and Health Savings Accounts Employee Assistance Program 401(k) plan with Company Match Paid Time Off (PTO) Paid Holidays, Bereavement, and Jury Duty Paid Pregnancy/Parental leave Paid Military Leave Tuition Reimbursement Benefits: Regular Full-Time We offer excellent benefits including health, vision, dental, life and disability insurance, and 401(k) with company match. Our time off benefits include Paid Time Off (PTO), paid holidays, bereavement, and jury duty. In addition, we offer paid pregnancy and parental leave, and supplemental paid military leave to eligible employees. Click here for Washington State benefit information. Temporary or Part-Time In geographic areas with statutory paid sick leave, part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements. Click here for Washington State benefit information. Pay: We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location. This is a commission eligible role, and employees can expect to earn an average monthly pay of $10,000-$20,000 with earning potential based on your personal performance. Equal Opportunity Employment and Accommodations: Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. If you are a person with a disability needing assistance with the application process, please contact HR@Holman.com This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Posted 30+ days ago

Holt Cat logo
Holt CatSan Antonio, TX
Job Summary: The Business Analyst - Technology Modernization drives the execution of the ERP project's workstream focused on growth and operational excellence. The individual collaborates with leadership and cross-functional teams to keep the workstream on track, within budget, and delivering measurable value. Responsibilities include identifying and influencing business process improvements, facilitating change management, and fostering strong stakeholder relationships. They gather and analyze data, create process documentation, and communicate product strategies effectively to diverse audiences. Additionally, the role involves advocating for standard ERP functionality and ensuring successful adoption through training and support. The ideal candidate will possess exceptional collaboration and communication skills, along with functional business knowledge and hands-on experience in the organization. The incumbent in this position is expected to model the following practices daily: Demonstrate alignment with the company's mission and core business values. Collaborate with key internal/external resources. Participate in ongoing self-development. Facilitate change management between IT and business partners, acting as an emissary. Essential Functions: Models, promotes, reinforces, and rewards the consistent use of HOLT's Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission. Supports the workstream's alignment with the project's broader business goals. Collaborate with value stream leadership to support the vision, objectives, and scope of the project to support growth and operational excellence. Helps ensure the workstream stays on track, within budget, and delivers value to the organization. Reports progress, manages resources effectively, and resolves any issues that arise in collaboration with other project resources. Supports collaboration with other value streams and departments such as Finance, Operations, HR, Equipment, Service, Data, and IT to ensure the workstream addresses the diverse needs of the business. Identifies opportunities for business process improvements by evaluating workflows and operational efficiencies. Proposes initiatives to the workstream lead that enhances decision-making, eliminates waste, and creates operational efficiencies. Supports change-management efforts to ensure the successful adoption of new processes and systems across the workstream. Executes strategies to engage employees, address resistance, and drive successful transitions. Builds and maintains strong relationships with key stakeholders across the workstream. Provides regular updates on workstream progress, manages expectations, and ensures that workstream leadership and business units are informed and engaged throughout the project. Conducts discovery sessions, gathers requirements, creates process maps, performs analysis, identifies root causes to issues, QA tests, validates data, and creates functional documentation in partnership with their value stream lead. Works with Business Leads and Subject Matter Experts to understand business strategy and vision and then writes, refines, and proposes prioritization of features to support effective and compliant solutions while balancing investment and business value. Supports the success metrics for the workstream and demonstrates user engagement, behavior change, and value of the workstream to clients and internal partners Aligns with Business Lead to ensure external partners and vendors meet the workstream's needs. Escalates promptly if timeline and milestones are not met. Participates in training plans, content creation, and delivery to maximize employee engagement and system utilization. Documents unknown requirements and raise them to Business Leads to coordinate between stakeholder groups to address them. Works with the Business Lead to perform problem solving and prototype new procedures for the purpose of enhancing ERP business processes, operations, and information process flow. Advocates for leveraging "Out of the Box" functionality rather than custom solutions. Takes ownership to ensure new ERP solutions are delivered successfully. Always works safely and adheres to all applicable safety policies; complies with all company policies, procedures, and standards. Performs other duties as assigned. Knowledge, Skills, and Abilities: Excellent communication skills with the ability to present complex concepts into simplified solutions in a straightforward and understandable manner to multiple stakeholders Ability to support and evangelize product features and strategy from the Business Leads to both a technical and non-technical audience with ease. Ability to work effectively with internal and external stakeholders in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are required Experience in managing multiple priorities and delivering results in fast-paced environments. Strong problem-solving skills and the ability to navigate challenges effectively. Ability to focus on business value results, rather than solutions. Results and value oriented Ability to liaise between IT and business stakeholders to ensure collaboration and coordination. Highly organized. High energy, stamina, and enthusiasm. Demonstrates functional knowledge and hands-on experience in day-to-day operations. Ability to identify high value activities that will bring ROI or differentiate our business from that of our competitors Consistently demonstrates high emotional intelligence, resiliency and the ability to work well under pressure; must be agile and comfortable with change Ability to thrive in a fast paced, rapid iteration environment while balancing multiple priorities Effective at influencing and convincing others into action yet able to also be a collaborative team member. Ability to stay focused in a fast-paced, high-energy, challenging environment where there are multiple competing priorities daily. Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies. Identify and resolve issues that may negatively impact a project or project deliverables. Seeks innovative ways to remove project obstacles. Specifications/Focus Area: Finance Finance operations, including General Accounting, Accounts Payable, Accounts Receivable, Credit & Collections, Financial marketing, Sales Support/Machine Invoicing. Parts Parts operations including inventory management, parts counter operations, pricing and discounts, sourcing, and related activities. Power Power Systems operations related to Project Management including project procurement, general project management, and milestone tracking. High-level understanding of Power Systems business and the industries it serves. Rental Rental operations, including Contract Management, Rental Inventory Management, Call Off's, Depreciation, Inbound and Outbound Transportation, Proration, and related processes. Service Service operations, including Machine and PSD Shop and Field execution. Proficient in key operational areas such as Work Order Management, Coordination, Scheduling, Maintenance Solutions, eSolutions, Standard Jobs, Rebuild, CAT Support, Component Handling, and Technical Services. WMS (Warehouse Management) Warehouse Management operations including inbound, outbound, transfer activities, cycle counts, hose build processes, and warehouse setup. Education and Experience: Bachelor's degree in Business Administration, Management, Information Technology or a related field. Minimum of 3 years of experience in process improvement, business operations, and/or project management. Minimum of 3 years of experience of functional workstream experience strongly preferred. Experience as a highly collaborative liaison between multiple departments. Supervisory Responsibilities: None. Travel: Up to 30% and overnight travel may be expected. Valid driver's license required. Physical Requirements: This role frequently communicates with others, must be able to exchange accurate information in these situations This role routinely uses standard office equipment such as computers, phones, photocopiers, and conference room AV/video equipment. Work Environment: Works primarily in a professional office environment. This role constantly uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Frequently works at fast pace with unscheduled interruptions. Disclaimer: Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

Posted 1 week ago

C logo
Core WeaveNew York, NY
CoreWeave is the AI Hyperscaler, delivering a cloud platform of cutting edge services powering the next wave of AI. Our technology provides enterprises and leading AI labs with the most performant, efficient and resilient solutions for accelerated computing. Since 2017, CoreWeave has operated a growing footprint of data centers covering every region of the US and across Europe. CoreWeave was ranked as one of the TIME100 most influential companies of 2024. As the leader in the industry, we thrive in an environment where adaptability and resilience are key. Our culture offers career-defining opportunities for those who excel amid change and challenge. If you're someone who thrives in a dynamic environment, enjoys solving complex problems, and is eager to make a significant impact, CoreWeave is the place for you. Join us, and be part of a team solving some of the most exciting challenges in the industry. CoreWeave powers the creation and delivery of the intelligence that drives innovation. What You'll Do: We are seeking a high-performing, self-sufficient FP&A Manager to join our strategic finance team. The FP&A Manager will operate within the Capacity Finance organization, supporting the Capacity Finance Lead through owning Cloud hardware efficiency. This position will be responsible for providing financial insights, analyses, and recommendations to drive cost optimization, improve resource utilization, and enhance the overall financial performance of our cloud hardware operations/utilization. The ideal candidate will possess a strong understanding of cloud infrastructure composition, use, and economics, have excellent analytical skills, and the ability to collaborate effectively with technical and operations teams. About The Role: Lead DC power and hardware efficiency initiatives within FP&A Establish process to create hardware efficiency targets (KPI and $ savings) Partner with engineering and operations teams to identify and track KPIs related to cloud hardware operational efficiency (i.e. server utilization, power efficiency, cost per compute hour, etc.) Generate monthly, quarterly, and annual reports on financial results, budget variance, and KPI results, communicating the analyses to key stakeholders while identifying areas for improvement Conduct in-depth financial analysis of operational data to continuously identify new cost-saving opportunities and efficiency gains Evaluate the financial impact of various hardware configurations, resource management strategies, and infrastructure optimization projects Support capacity and financial forecasts, ensuring efficiency targets are being accounted for in all forecast updates Who You Are: A bachelor's degree in finance, accounting, applied mathematics, economics, or other business major is required, or an equivalent combination of education and experience. Advanced degree (i.e. MBA, MS) is preferred. 7-10+ year(s) of experience in a general finance, FP&A, corporate development, investment banking, private equity, or similar roles Previous experience in Cloud or Data Center Infrastructure (data centers, cloud, etc.) is required Excellent financial modeling and analytical skills, with a demonstrated track record of executing complicated financial analyses Excellent verbal and written communication skills, with a preference for candidates that have demonstrably interacted with management or other executive-level stakeholders Strong understanding of financial principles, including GAAP, financial modeling, and budgeting. High level of self-sufficiency with proven success at self-teaching and a high intellectual motor Strong analytical, quantitative, and problem-solving skills Exceptional attention to detail, organizational skills, and ability to manage multiple competing priorities simultaneously Advanced proficiency with Microsoft Office Suite, particularly Excel and PowerPoint Experience with NetSuite, Salesforce, or SQL a plus Wondering if you're a good fit? We believe in investing in our people, and value candidates who can bring their own diversified experiences to our teams - even if you aren't a 100% skill or experience match. Here are a few qualities we've found compatible with our team. If some of this describes you, we'd love to talk. You love to dig into data to uncover cost-saving opportunities You're curious about how infrastructure and financial performance intersect You're an expert in cloud hardware efficiency, financial modeling, and KPI-driven analysis Why CoreWeave? At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: Be Curious at Your Core Act Like an Owner Empower Employees Deliver Best-in-Class Client Experiences Achieve More Together We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and provides the opportunity to develop innovative solutions to complex problems. As we get set for take off, the growth opportunities within the organization are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us! The base salary range for this role is $127,000 to $168,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: Medical, dental, and vision insurance- 100% paid for by CoreWeave Company-paid Life Insurance Voluntary supplemental life insurance Short and long-term disability insurance Flexible Spending Account Health Savings Account Tuition Reimbursement Ability to Participate in Employee Stock Purchase Program (ESPP) Mental Wellness Benefits through Spring Health Family-Forming support provided by Carrot Paid Parental Leave Flexible, full-service childcare support with Kinside 401(k) with a generous employer match Flexible PTO Catered lunch each day in our office and data center locations A casual work environment A work culture focused on innovative disruption Our Workplace While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration California Consumer Privacy Act- California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: careers@coreweave.com. Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Posted 3 weeks ago

Ameris Bancorp logo
Ameris BancorpCosta Mesa, CA
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate. Responsible for booking originations at the objective goal, maintaining relationships with clients both internal and external, assisting in growing and maintaining current clientele. Essential Functions, Duties, and Responsibilities: Books originations which meet and/or exceed annual origination objectives. Call Expectations of 100 per day for the first year. Launches and trains newly closed new Broker relationships which can products $1,000,000 and up in annual originations Motivate and drive Broker relationships towards stated objectives Takes ownership of training, communicates and administers new Broker relationships, both internally and externally Assists in strategic management of Broker accounts with principals and/or designated contacts of Brokers, in conjunction with Balboa Capital's management team. Works effectively with internal partners in Credit, Documentation, Marketing, IT, Post Funding, Recruiting, and other segments in Sales Management Practices strong application and fundamentals with calling efforts, Salesforce, Portal 360, Balboa Quote, and other best practices Provides mentorship to more junior Broker Program Managers Practices ethical sales behaviors in accordance with Ameris' core values of Integrity and Honesty; always acts in the best interest of the customer when offering additional products and services. Self learning is required. Required Knowledge, Skills and Competencies: Salesforce Portal 360 Full understanding of CRM's Process of Booking originations Ability to sell and book deals Industry and Work Experience: 5 years of sales experience Academic: High school diploma or GED required Bachelor's degree in finance or related field preferred Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) Verizon Discount (Associated discount up to 18%) Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers' Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Salary range: $30k-$150k per year. Average commission: $10k-$150k+ per year. Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

Posted 30+ days ago

PushPay logo
PushPayColorado Springs, CO
Finance Manager, Operating Expense Location: Hybrid (3 days in office per week) in Colorado Springs, CO or Redmond, WA only About the Role: At Pushpay, our vision is to build world-class giving and engagement solutions that help churches and faith-based organizations achieve their missions. Our company offers amazing opportunities for development and growth, a great benefits package, and a rewarding work environment where employees feel valued, and their contributions celebrated. The Finance Manager, Opex will join a growing international finance team. You will be responsible for managing and controlling Pushpay's operating expenses working closely with company leadership. You will also support strategic decision making through analysis and executive-level presentations. We're seeking an established FP&A professional who is able to work independently, communicate effectively across all levels of the organization, and work in the details while also seeing the big picture. We believe the best investment we can make is in our people and are fiercely committed to creating opportunity through real world experiences, mentorship, coaching, and education. Supervisory Responsibilities: None Ranked number 10 by Seattle Business Magazine in the 'Washington's 100 Best Companies to Work For' list in the large companies category for 2024; and named as one of BuiltIn 'Best Places to Work' in Seattle, Denver and Dallas for 2025. Benefits and Compensation: We have a passion for making all employees feel supported. In addition to having a genuine interest in helping you do your best work and drive your career, we offer: 100% employer-paid premiums for Medical HDHP Plan, Dental, and Vision for employee 70% employer-paid premiums for Medical PPO Plan for employees, and Medical, Dental, and Vision for dependents 401K match Hybrid work model - 3 days in the office / 2 days remote each week 12 paid Company Holidays 2 paid Volunteer Time Off days 15 days PTO, to start, increases with tenure and seniority. Paid parental and adoption leave Compensation Range: $112,706 - $147,997, depending on location. Compensation ranges are determined by role and location. The range displayed on each job posting reflects the pay range for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. What You'll Do: Strategic Finance: Provide financial analysis on a regular basis to drive strategic decisions and organization and departmental initiatives through budgetary goals Financial Analysis: Perform variance analysis and prepare spreadsheets, graphs, and charts to help illustrate financial trends; Work with stakeholders to explain variances, identify trends, and recommend actions Budgeting and Forecasting: Prepare the annual operating budget for Pushpay operating expenses, including headcount, and subsequent forecasts with limited oversight Business Partnering: Develop a deep knowledge of Pushpay's business by working with company leadership and business unit managers Process Optimization: Identify areas to improve communication between teams, automate reports, and improve processes; Execute process improvement initiatives to completion - resulting in greater accuracy and efficiency Systems Mastery: Leverage existing systems to most efficiently and effectively drive results; Scope and propose new tools to enhance productivity and engagement; Opportunity to become subject matter expert Special / ad hoc projects: Opportunity to work directly with executives and leadership on highly impactful and meaningful initiatives What You'll Bring: Self-directed with experience designing and owning a process end-to-end Experience managing headcount, expenses, and reporting in Workday Adaptive Financial Planning Ability to balance many things at once and handle the most critical issues in a time sensitive manner with a high degree of accuracy A collaborative approach to building relationships and partnering throughout the business Strong attention to detail while maintaining a sense of "what matters" Excellent problem-solving skills including and the ability to work through ambiguity A self-starter with the desire to work on a mission-driven team with a positive, can-do attitude Strong written, presentation, and verbal skills, including experience with executive / Board Of Directors level audiences Exhibit a high degree of professionalism, business judgment, tact, and diplomacy Education and Experience: Successful completion of an undergraduate degree 8+ years of progressive experience in FP&A professional roles evidencing strong business acumen, modeling capability, and ability to work well across different functions Experience communicating financial information to non-financial leaders Experience building and maintaining complex models and reports in Excel Experience in Workday Adaptive Financial Planning required Experience working in a private-equity portfolio environment a plus Experience or demonstrated interest in software, SaaS, payments, tech-enabled services a plus Work Environment & Physical Demands: Prolonged periods of sitting at a desk and working on a computer will be required. This role consistently operates standard office equipment such as computers and phones. This is largely a sedentary role but may occasionally require lifting up to 50 pounds, walking, bending, or standing as necessary. This description reflects management's assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned. If you require a modification to your work equipment or furniture please contact the People Team - peopleteam@pushpay.com Pushpay is committed to equal opportunity. We value and embrace diversity and inclusion of all Team Members. Pushpay uses E-Verify to confirm employment eligibility. Head to our career page to learn more. If you have a disability under the Americans with Disabilities Act or similar law, or you require religious accommodation, and you wish to discuss potential accommodations related to applying for employment at Pushpay, please contact peopleteam@pushpay.com. About Pushpay Pushpay helps organizations and communities come to gather & stay connected, strengthening community, connection, and belonging through our suite of mobile apps, management software, and giving technology. Our 550 Pushpay teammates support 10,000+ customers as they drive social good, and we're honored to have processed over $15 billion in charitable giving. We're growing fast, including some exciting acquisitions in recent years, and we need driven talent. Join Pushpay and grow with us! Applications will be taken on an ongoing basis.

Posted 30+ days ago

O logo
Oshkosh Corp.Hagerstown, MD
About JLG, an Oshkosh company JLG began in 1969, when our founder, John L. Grove set out to resolve growing safety concerns in the construction industry. Since then we have been committed to understanding the challenges and delivering innovative solutions to the access market. We partner with customers to provide quality equipment, training opportunities and trusted support within the access industry. We are a global company, and our products-including mobile elevating work platforms, telehandlers, utility vehicles and accessories-can be found all over the world. Finance Rotational Program Year-Round Intern The year-round finance intern will be part of a 2+ years, 4-month rotational program focused on 6 functional areas: Credit and Collections & Financial Services Demand Planning & Financial Planning and Analysis Aftermarket & Used Equipment Pricing New Product Development (NPD) & Global Procurement Supply Chain (GPSC) Accounting Accounting (General Ledger, Auditing, Accounts Payable & Accounts Receivable) Cost Accounting This program is designed to provide interns with a structured opportunity to develop broad experiences and exposure within Finance that will begin to shape the foundation of Finance early in career. It will also promote cross functional understanding and increase career mobility. The goal of this program is to cultivate early talent that will be ready for full-time employment upon graduation. Interns will be provided the option of a hybrid work schedule that includes in office and remote work that works best for the class schedule each semester. Applicants need to be able to commit a minimum of 15 hours per week during in-session semesters. YOUR IMPACT While rotations differ from one to another, each rotation allows interns to build business partnership, business acumen, and personal leadership skills through a variety of opportunities. With progression into subsequent rotations, interns will strengthen their skills and knowledge and continue acquiring new and more complex proficiencies. Upon completion of the two-year rotations, the intern will have accelerated their professional growth and developed a very strong network across the company. MINIMUM QUALIFICATIONS Student working towards a bachelor's degree in finance, accounting, or a related field. Minimum of 15 hours per week availability (Flexible based upon student's class schedule). Reliable transportation. Must be a 2nd semester Sophomore, or rising Junior. Proficient in Microsoft Office Suite, especially Excel. . STANDOUT QUALIFICATIONS Strong communication, interpersonal, and organizational skills. Excellent analytical and critical thinking skills. Cumulative GPA of 3.0 or above. The following represents general working conditions for this role. Specific conditions may vary depending on business needs and individual circumstances. This role combines office-based administrative duties with physical activity in field or production environments. In the office setting, tasks may require extended computer use, sitting, and attending meetings. Field or floor work may involve walking across various terrains or shop floors, standing, moderate lifting (up to 50 pounds), climbing stairs, and exposure to varying temperatures or noise levels. Must be able to shift focus between detailed cognitive work and occasional physical tasks as needed. Reasonable accommodations will be provided for qualified individuals with disabilities to support performance across both office and field responsibilities. Pay Range: $18.00 - $37.00 The above pay range reflects the minimum and maximum target pay for the position across all U.S. locations. Within this range, individual pay is determined by various factors, including the scope and responsibilities of the role, the candidate's experience, education and skills, as well as the equity of pay among team members in similar positions. Beyond offering a competitive total rewards package, we prioritize a people-first culture and offer various opportunities to support team member growth and success. Oshkosh is committed to working with and offering reasonable accommodation to job applicants with disabilities. If you need assistance or an accommodation due to disability for any part of the employment process, please contact us at corporatetalentacquisition@oshkoshcorp.com. Oshkosh Corporation is a merit-based Equal Opportunity Employer. Job opportunities are open for application to all qualified individuals and selection decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or other protected characteristic. To the extent that information is provided or collected regarding categories as provided by law it will in no way affect the decision regarding an employment application. Oshkosh Corporation will not discharge or in any manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with Oshkosh Corporation's legal duty to furnish information. Certain positions with Oshkosh Corporation require access to controlled goods and technologies subject to the International Traffic in Arms Regulations or the Export Administration Regulations. Applicants for these positions may need to be "U.S. Persons," as defined in these regulations. Generally, a "U.S. Person" is a U.S. citizen, lawful permanent resident, or an individual who has been admitted as a refugee or granted asylum.

Posted 3 weeks ago

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LIVE NATION ENTERTAINMENT INCBeverly Hills, CA
Job Summary: WHO ARE WE? Live Nation Entertainment is the world's leading live entertainment company, comprised of global market leaders: Ticketmaster, Live Nation Concerts, and Live Nation Media & Sponsorship. Ticketmaster is the global leader in event ticketing with over 500 million tickets sold annually and more than 12,000 clients worldwide. Live Nation Concerts is the largest provider of live entertainment in the world promoting more than 40,000 shows and 100+ festivals annually for nearly 4,000 artists in over 40 countries. These businesses allow Live Nation Media & Sponsorship to create strategic music marketing programs that connect over 1,000 brands with the 98 million fans that attend Live Nation each year. For additional information, visit www.livenationentertainment.com. WHO ARE YOU? Passionate and motivated. Driven, with an entrepreneurial spirit. Resourceful, innovative, forward thinking, and committed. At Live Nation Entertainment, our people embrace these qualities, so if this sounds like you then please read on! WHAT THIS ROLE WILL DO : Prepare forecast and budget of local revenue and variable expenses Review contracts and prepare revenue recognition schedules based on contract terms Prepare month-end journal entries related to revenue and variable expenses Research expense report & invoice coding questions Reconcile balance sheet accounts Mid-month detailed review of actual expense costs Lead monthly team review of activity with brand managers Analyze and explain variances between actuals and forecast Ad hoc special projects as required or as necessary WHAT THIS PERSON WILL BRING: 1-3 years relevant experience preferred Bachelor's degree preferred in finance, accounting, or related field Effective interpersonal and superior customer service skills required Self-motivated with ability to thrive in demanding, fast-paced environment Excellent verbal and written communication skills Problem solving and analytical skills Ability to multi-task, implement new processes, and meet time-critical deadlines Strong computer skills with demonstrated proficiency in Microsoft Excel required Experience with Oracle, SAP or other large automated accounting system a plus Experience with Salesforce or other large CRM tool a plus Ability to be flexible with hours as workload changes Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa. BENEFITS & PERKS Our motto is 'Taking Care of Our Own' through 6 pillars of benefits: HEALTH: Medical, Vision and Dental benefits for you and your family, including Flexible Spending Accounts (FSA) and Health Savings Accounts (HSAs) YOURSELF: Generous paid time off policy including paid holidays, sick time and paid days off for your birthday, Free concert tickets WEALTH: 401(k) program with company match, Stock Program FAMILY: New parent programs & support including caregiver leave and baby bonuses, infertility support CAREER: Tuition reimbursement, student loan repayment internal growth and development programs & trainings OTHERS: Volunteer time off, crowdfunding network Live Nation's policy regarding vaccinations and masking will evolve based upon updated regulations and factors related to COVID-19. Currently, we strongly encourage employees to be fully vaccinated or have received a negative COVID test within [24] hours of entering an office. EQUAL EMPLOYMENT OPPORTUNITY Live Nation Entertainment strongly supports equal employment opportunities for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law. HIRING PRACTICES The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Live Nation Entertainment's recruitment policies are designed to place the most highly qualified persons available in a timely and efficient manner. Live Nation Entertainment may pursue all avenues available, including promotion from within, employee referrals, outside advertising, employment agencies, Internet recruiting, job fairs, college recruiting and search firms. California Hiring Pay*: $69,000 - $75,000 Please note that the compensation information provided is a good faith estimate for this position only and is provided pursuant to the California Salary Transparency in Job Advertisements Law. It is estimated based on what a successful California applicant might be paid. It assumes that the successful candidate will be in California or perform the position from California. Similar positions located outside of California will not necessarily receive the same compensation. Live Nation takes into consideration a candidate's education, training, and experience, as well as the position's work location, expected quality and quantity of work, required travel (if any), external market and internal value, including seniority and merit systems, and internal pay alignment when determining the salary level for potential new employees. In compliance with the California Law, a potential new employee's salary history will not be used in compensation decisions.

Posted 6 days ago

Perpay logo
PerpayPhiladelphia, PA
About the Role: As a finance intern at Perpay, your main responsibility is to learn! We understand the value of mentorship and offer students an opportunity to gain real work experience before graduation. In the 10-12 weeks we'll be together next summer (2026), you will have the opportunity to work directly on Perpay's financial reporting, and strategic finance initiatives. Your responsibilities will include financial planning and analysis, using tools like Excel to analyze key metrics and support decision-making processes. You will help analyze financial performance related to our e-commerce and credit card operations, contributing to insights that drive growth and profitability. Your ability to manipulate and analyze data to communicate findings will be critical to your success in this internship. Additionally, you will work closely with other teams throughout Perpay to prepare and deliver ad hoc strategic financial models that empower different aspects of our growing company. Our greatest strength is our people and we'd love for you to be one of them! Responsibilities: Financial planning and analysis Analyzing financial performance related to our e-commerce and credit card operations Using tools like Excel to analyze key metrics and support decision-making processes Collaborating with other teams to prepare and deliver ad hoc strategic financial models What You'll Bring: Currently enrolled in an MBA or relevant graduate degree program with an expected graduation date between Winter 2026 - Summer 2027 Proficient in Excel, including pivot tables and VLOOKUP Strong analytical skills with acute attention to detail Interest in FinTech and the consumer credit landscape Deep understanding of financial statements and models Bonus: Previous experience working in finance or a data-driven role Background in capital markets and/or valuation of assets Proficiency in SQL Hey, we know not everybody checks all the boxes, so if you're interested, please apply because you could be just what we're looking for! What We'll Bring For Internship: Hourly compensation Espresso bar, full kitchen, weekly catered lunches, snacks, beverages, & everyday lunch essentials One of a kind office with comfortable work/lounge spaces and pleasant riverfront setting Opportunity to gain experience at one of the fastest-growing financial startups in the country in both e-commerce & fintech working cross functionally.

Posted 4 weeks ago

Cadence logo
CadenceSan Jose, CA
At Cadence, we hire and develop leaders and innovators who want to make an impact on the world of technology. Cadence is looking for an experienced finance professional to join our finance team. The position will provide quarterly reporting and analysis in support of the quarterly earnings release and close process. Ensure the accuracy of internal and external product and customer reporting and management of the reporting system that provides this data. Provide ad hoc analysis working with upper management and business unit finance. Involved in integration of acquired companies in creating new master data (customer, product) and conversion of acquired companies orders to Cadence processes. Involved in defining requirements and system impact of new business models and financial systems, and performing UAT for related releases. Interface with business and other quote to cash finance teams. Key Responsibilities: Preparation of quarter end reporting for audit committee preparation Ensure data coming from source systems is accurately reported at product and customer level Generate reports and analysis to support management and business unit queries Exception reporting and analysis of reporting data (customer reviews, data quality) and prepare correction as needed Super user and train new users on reporting system Ensure acquisition bookings and revenue are properly reported (product setup, journal entries etc) Perform UAT on system enhancements impacting reporting data (CPM, NGA, SAP) Review product level data and prepare reclass and allocations of the data thru correction files Transition to new reporting system, providing requirements and performing UAT testing Position Requirements: Degree in Accounting or Finance; a CPA or MBA will benefit the ideal candidate. 7-10 years of experience in finance Prior experience with technology industry Extensive knowledge of Excel and ability to quickly learn new financial applications and systems. Excellent analytical and interpersonal skills. Ability to effectively communicate across many levels of the organization. Proven ability to perform with a high degree of accuracy under tight deadlines and to manage multiple projects The annual salary range for California is $144,200 to $267,800. You may also be eligible to receive incentive compensation: bonus, equity, and benefits. Sales positions generally offer a competitive On Target Earnings (OTE) incentive compensation structure. Please note that the salary range is a guideline and compensation may vary based on factors such as qualifications, skill level, competencies and work location. Our benefits programs include: paid vacation and paid holidays, 401(k) plan with employer match, employee stock purchase plan, a variety of medical, dental and vision plan options, and more. We're doing work that matters. Help us solve what others can't.

Posted 30+ days ago

Puget Sound Energy logo
Puget Sound EnergyBellevue, WA
Puget Sound Energy is looking to grow our community with top talented individuals like you! With our rapidly growing, award winning energy efficiency programs, our pathway to an exciting and innovative future is now. PSE's Financial Planning & Analysis team is looking for qualified candidates to fill an open Finance Business Manager position! Specific details regarding the work arrangements for this position will be discussed in further detail during the interview process. Job Description Supports the Finance organization by developing advanced tools and performing qualitative and quantitative analyses to drive decision-making, support corporate initiatives and resolve complex issues in creative and effective ways. Leads the development of interdepartmental consensus on analytical assumptions, methodologies, model selection and procedures. Advises on corporate strategy and operational performance. Leads projects and coordinates activities of finance personnel. Key areas of focus include financial planning, treasury and regulatory. Upholds the safety compliance standards inherent in PSE's operating and/or field procedures related to work responsibilities. Promotes and supports a culture of total safety. Demonstrates commitment to conduct business honestly, ethically and consistent with our core values and Code of Conduct. Ensures duties are performed in accordance with all regulatory compliance obligations. Job Responsibilities Develops comprehensive, complex, custom financial models supporting financial planning, treasury and regulatory needs of the organization. Exercises judgment in selecting methods, techniques and evaluation criteria. Determines procedures and coordinates activities of others to execute. Builds reports and analyses data to identify risks and opportunities and make recommendations. Continually improves analytical capabilities via internal and external networking and staying current on innovations in financial metrics, techniques. Advises on the development of corporate financial strategy and achievement of corporate objectives. Produces presentations for management, Board of Directors, external investors and rating agencies. Leads the delivery of recommendations resulting from quantitative and qualitative analyses. Anticipates and identifies areas of opportunity or inherent business risks evident in the data and communicates action plans to stakeholders. Provides business performance analysis support to Finance team. Develops, implements and reports operational performance metrics. Advises and may lead process improvement efforts. Promotes use and acceptance of leading practices, benchmarking, etc. Company & Industry Acumen- Cross functional partners see this person as the subject matter expert; ability to synthesize complex issues and effectively communicate them to management; pro-actively seeks broader responsibilities and knowledge; possesses the ability to step 'out of the weeds' and see the bigger picture. Collaboration- Partners with directors and senior management to drive strategic initiatives and long-term business objectives. Work products give leadership confidence in individual's ability to collaborate across functions with little to no guidance. Customer Focus- Anticipates customer needs and takes initiative to improve customer experience. Identifies cross-functional opportunities and drives initiatives that break down siloed work perspectives. Innovation & Process Improvement- Takes ownership of personal and departmental responsibilities while proactively identifying and implementing improvements to processes, procedures and systems; that appropriately considers stakeholder feedback. Leads development of new processes or systems to drive change within the team or broader organization. Seeks out subject matter expertise by researching leading edge knowledge and developing skills within current industry; applies skill and knowledge to add value to the team. Strategic- Uses strategic thinking and critical reasoning to create solutions and drive value within business and team to meet strategic objectives. Consistently anticipates and is proactive in addressing potential issues. Influence- Uses analysis to provide expert cross-functional feedback, aligned with strategic objectives that supports and drives business decisions. Leadership- Provides guidance, leads interdepartmental projects, assists in training of senior staff. Demonstrates the ability to delegate efficiently and manage departmental objectives. Performs other duties as assigned. Minimum Qualifications Bachelor's Degree in Business, Finance, Accounting or related field 7+ years in finance roles with progressively increasing levels of responsibility preferably with time in the utility industry Excellent communication, writing and presentation skills with the ability to interface effectively with all levels of management Ability to identify continuous improvement opportunities and takes initiative to drive solutions; works effectively without direct supervision in a fast paced, stressful and multitasking environment Desired Qualifications Master's Degree in a quantitative field or MBA Applicable Finance Certification (CFA, CPA, CTP) 5+ years of experience in the gas and/or electric industry Demonstrated ability to manage multiple projects and create capacity Ability to anticipate unique business decisions and situations and respond accordingly Experience leading and delivering projects under tight deadlines Work experience in a supervisory role Additional Information At PSE we value and respect our employees and provide them opportunities to excel. We offer a competitive compensation and rewards package. The pay range for this position is $104,500.00 - $174,100.00, and this position is eligible for annual goals based incentive bonuses. PSE offers a suite of benefits to our employees. Employees are eligible for medical, dental, vision, basic life, and short- and long-term disability insurance. There are additional voluntary options of supplemental life insurance, accidental death and dismemberment insurance, flexible spending accounts for health care and dependent daycare, and an Employee assistance program (EAP). For long term savings, PSE offers a 401(k) investment option and a cash balance retirement plan. Employees will also receive Paid Time Off (PTO) and Paid Holidays throughout the calendar year. Detailed benefit overviews can be found on our Career page- Why Work For Us (pse.com). Families and businesses depend on PSE to provide the energy they need to pursue their dreams. Our steadfast commitment to serving Washington communities with safe, dependable and efficient energy started in 1873. Today we're building the Northwest's energy future through efforts like our award winning energy efficiency programs and our leadership in renewable energy. Puget Sound Energy is committed to providing equal employment opportunity to all qualified applicants. We do not discriminate on the basis of race, color, religion, sex, national origin, age, sexual orientation, gender identity, marital status, veteran status or presence of a disability that with or without reasonable accommodation does not prevent performance of the essential functions of the job, or any other category prohibited by local, state or federal law. Should you have a disability that requires assistance and/or reasonable accommodation with the job application process, please contact the Human Resources Staffing department at jobs@pse.com or 425-462-3017. Nearest Major Market: Seattle Nearest Secondary Market: Bellevue

Posted 2 weeks ago

PwC logo
PwCWashington, DC
Industry/Sector Not Applicable Specialism Finance Management Level Senior Associate Job Description & Summary A career in our Corporate Finance and Treasury practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our team helps our clients maximise their available liquidity position and manage financial risk, such as foreign exchange rates, interest rate changes, and commodity price fluctuations, as well as make decisions around funding the core business operations and making investments to increase the value of the organisation to the shareholders. 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's Degree Minimum Year(s) of Experience: 3 year(s) 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,Technology,Finance & Technology,Data Processing/Analytics/Science Certification(s) Preferred: CPA, CTP or CFA preferred; TMS Vendor Certification Preferred Knowledge/Skills: Demonstrates a thorough level of abilities with, and/or 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; 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 working together, 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, PowerAutomate, etc), and machine learning/Artificial Intelligence; Working with ambiguity while addressing the clients' needs and delivering top-level results; Showcasing proven communications skills and the ability to simplify complex information and influence stakeholders; Working together with a global team and all levels of an organization; and, Applying knowledge of operational metrics to support strategic plans, dashboard design and benchmarking/standard industry practices. Travel Requirements Up to 80% 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: $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

Huntington Bancshares Inc logo
Huntington Bancshares IncNew York, NY
Description Healthcare Practice Finance Group COI BDO Huntington Bank is expanding its Business Banking segment! We are looking for Business Development Officers to grow our Practice Finance Group Portfolio. Healthcare BDO positions have a base salary plus uncapped incentive. This COI BDO will cover and must be located in the Southern California market. Drives business development activity across a specific geography working with external referral sources (COI's) Develops, qualifies, educates and maintains key COI's Takes an assertive approach to lead development by building trust with COI's, attending trade shows and networking with affinity groups Meet with potential Practice loan clients in the market Underwriting decision review and debate Manages a pipeline of loans Responsible for driving a minimum of $25mm in annual lending Achieves Primary Banking Relationship metrics May take leadership roles on team initiatives and/or mentoring roles Works within a team environment and collaborates closely with internal partners Basic Qualifications: Bachelor's Degree 5 years of sales experience with at least 3 years of Business Banking business development, credit and lending experience. Preferred Qualifications: Understanding of Financial documentation from IRS documentation to personal client financial detail Ability to translate a Cash flow analysis and communicate assessment to clients Excellent communication, customer service, and interpersonal skills Strong organizational skills with attention to detail Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Remote Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000.00 -$140,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 5 days ago

Desjardins Group logo
Desjardins GroupAurora, CO
Telework anywhere from our offices: Aurora, Mississauga, or Ottawa! WHAT WORKING AT A DESJARDINS CALL CENTRES IS ALL ABOUT: ADVISING. SUPPORTING. BUILDING LOYALTY. We strive to understand the needs of members and clients by providing them with a UNIQUE and PERSONALIZED experience. Be a part of a dynamic team in our client relations centres and help us make a difference for Desjardins members and clients! We have a variety of opportunities available to suit your professional interests! Customer Service Advisor- Online Business (SME) Online Business Advisors work with our members and clients from small and medium enterprises to meet their needs by providing financial advice, support, sell or modify financial products and any other day to day tasks. Due to the demographic of members and clients as well as training and working environment, Bilingualism (French and English) is a requirement for this role. Customer Service Advisor- Life and Health Insurance Our Life & Health Insurance Advisors will work with clients and distribution partners and advise them on their policies regarding life, health, critical illness, disability and accident insurance. LHI Advisors educate clients, help open claims and any other day to day task. Customer Service Advisor- Group Benefits Our Group Benefits Advisors work with a variety of clients who have their work benefits with Desjardins. The advisor will educate clients on their group policies, coverages, claims, beneficiaries and other day to day tasks. Policies include prescription drugs, vision, dental, extended health care, HSA, and travel insurance. What we offer* Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, stable income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses and telework equipment Benefits apply based on eligibility criteria. What you bring to the table College Diploma in a relevant field At least 1 year of relevant experience Other combinations of relevant training and experience may be considered Work arrangements are subject to change dependant upon the needs of the business or performance concerns. We don't fill a position. We hire a person. There's a difference. #LI-Remote At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask! Job Family Member/client sales and service (FG)

Posted 30+ days ago

Aegon logo
AegonCedar Rapids, IA
Job Family Finance- General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com. Job Description Summary Provide financial expertise to the organization in a leadership capacity. Help set the vision, mission and strategy for the FP&A (Financial Planning & Analysis) department in alignment with the broader organization's move to US GAAP reporting. Job Description Responsibilities: Lead related but separate functions with overall accountability for output and results. Interact with CFO and senior leaders within each functional area in Finance and participate in transformation decisions impacting FP&A and the broader Finance function's long-term strategy. Provide leadership and input to cross-department initiatives for the broader organization. Advocate for innovation and continuous improvement in finance processes and systems. Serve as the escalation point when action is needed from other departments and third parties. Oversee performance management ratings, goals, and priorities; make merit and bonus decisions. Accountable for resource allocation and structure across multiple groups. Accountable for budget planning and project spend. Qualifications: Bachelor's degree in accounting or finance, or equivalent experience 15 years of accounting/finance experience including ten years of management experience Comprehensive background in strategic finance leadership, overseeing expansive transformation initiatives and collaborating extensively across the organization to realize strategic objectives. Outstanding organizational management skills to integrate finance strategies and manage complex projects across multiple departments/functional areas Strong leadership skills and business acumen Ability to effectively communicate, orally and in writing, to diverse audiences Organizational and prioritization skills Advanced computer skills in MS Office, Excel and financial business systems Preferred Qualifications: CPA/advanced degree Working Conditions: Hybrid (Tuesday- Thursday) The Salary for this position generally ranges between $245,000 - $300,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. * It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. As of December 31, 2023

Posted 6 days ago

Lincoln Financial Group logo
Lincoln Financial GroupRadnor, PA
Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: is not available for this opportunity. Requisition #: 74825 The Role at a Glance The Finance Systems, Strategy, and Support team is essential to maintaining the reliability and integrity of over 60 accounting and treasury systems and processes within the Corporate Finance organization. We are seeking a self-motivated and strategic Manager to help lead our Finance Systems Strategy team. In this role, you will play a central part in driving future ERP system implementations and finance transformation efforts. You'll assess current processes and systems, define the target state aligned to long-term business goals, and direct change in collaboration with stakeholders across the organization that includes, but not limited to, Finance Operations (Treasury/Cash Management/Procurement), Accounting and Financial Reporting, Planning & Analysis, Enterprise Technology, and the Project Management Office. This position is not part of the IT department but works closely with Corporate IT, software vendors, and external consultants to ensure successful delivery of finance system initiatives. What you'll be doing Serve as a key leader across all project initiatives within your areas of ownership (Accounting/Treasury systems), including future ERP implementations. Drive strategic finance transformation initiatives and ensure alignment between systems and business objectives to support scalability and long-term growth. Evaluate current and future technology needs, establish priorities, and define the target state system architecture. Lead business application ownership, providing effective governance and oversight of finance systems. Act as a subject matter expert and internal resource for system enhancements, functionality rollouts, and project delivery. Support business readiness and lead training efforts to ensure end user adoption and system proficiency. Collaborate with internal teams, vendors, and consultants to deliver against strategic goals and continuously improve system capabilities. Ensure compliance with SOX and Cyber/IT risk controls within your area of responsibility. Coach and mentor team members to support career development and foster a collaborative, inclusive team environment. Serve as a visible leader with a strong executive presence, effectively communicating complex topics to senior leadership while also being open to feedback and professional growth. What we're looking for Must-Haves: 5+ years of experience in financial systems and change management that directly aligns with the specific responsibilities for this position 2+ years of managerial, supervisory, and/or demonstrated leadership experience 4-year bachelor's degree in finance, Accounting, MIS, or a related field or equivalent work experience Proven experience with ERP system implementations or ledger migrations. Demonstrated ability to lead transformational initiatives, assess/optimize operational models, and make strategic recommendations. Deep understanding of finance system processes and management. Strong technical acumen to partner with analysts and technical teams on system-related topics. Executive presence with success in mentoring, coaching, and fostering a high-performing team culture Strong relationship-building skills and ability to work effectively with senior leadership and cross-functional teams. Nice-to-Haves: Advanced degree in finance, Accounting, MIS, or a related field Experience within the insurance industry or other highly regulated environments Prior leadership in a Fortune 500 or large matrixed organization CPA, CMA, or other relevant finance/accounting certifications Familiarity with finance operating model optimization or shared services strategy Application Deadline Applications for this position will be accepted through October 31st, 2025, subject to earlier closure due to applicant volume What's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What's in it for you: Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes Leadership development and virtual training opportunities PTO/parental leave Competitive 401K and employee benefits Free financial counseling, health coaching and employee assistance program Tuition assistance program Work arrangements that work for you Effective productivity/technology tools and training The pay range for this position is $69,000 - $124,600 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Job Segment: ERP, Accounting, Social Media, CPA, Corporate Finance, Technology, Finance, Marketing

Posted 2 weeks ago

PwC logo

Accelerated Solutions - Finance Function Strategy - Growth Markets Senior Manager

PwCDallas, TX

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Job Description

Industry/Sector

Private Equity

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.

In operating model and organisation design at PwC, you will focus on helping clients optimise their finance function and organisational structure. You will analyse current finance operating models, identify gaps and inefficiencies, and design and implement solutions to enhance finance processes, roles, and responsibilities. Working in this area, you will provide guidance on finance transformation initiatives, change management, and talent development to align the finance function with strategic objectives.

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.

The Opportunity

As part of the Finance Function Strategy team, you will assess clients' Finance function and provide recommendations that improve the effectiveness and efficiency of its operations. As a Senior Manager, you will serve as a strategic advisor, working alongside CFOs and Controllers, to address complex challenges and recommend innovative solutions for improved financial results, streamlined services, timely and accurate reporting, and management of risk and control. You will evaluate every aspect from financial planning to transaction processing, treasury management, capital efficiency as well as analysis and reporting.

Responsibilities

  • Conduct detailed analysis of clients' key performance indicators, business processes, and systems to identify areas of improvement focused on treasury, financial reporting, accounting, financial planning and budgeting, capital management, risk and controls
  • Assist companies in achieving strategic goals and addressing multi-layered challenges through Finance strategy and operations
  • Support business development activities, including proposal development and client presentations to promote PwC's Finance Function Strategy services and expand the client base

What You Must Have

  • Bachelor's Degree
  • At least 7 years of experience

What Sets You Apart

  • Master's Degree in Finance, Accounting & Finance, Finance & Technology, Information Technology, Data Processing/Analytics/Science preferred
  • Certified Public Accountant, Certified Treasury Professional or Chartered Financial Analyst preferred
  • Demonstrating in-depth knowledge of the end-to-end value chain of Finance processes and technology
  • Developing and reviewing financial models, business cases, and benchmarking analyses
  • Working with ambiguity while addressing the clients' needs and delivering top-level results
  • Analyzing complex data using large data sets and turning them into meaningful insights
  • Driving innovation, sharing insights and contributing to thought leadership
  • Showcasing proven communication skills and ability to present cogently
  • Possessing proven analytical skills to quickly grasp and apply analytical frameworks to both qualitative/quantitative evidence
  • Creating a positive team environment while meeting client expectations
  • Leveraging digital technologies and the impact on Finance including analytical tools (e.g. OneSource, Anaplan, Workiva, Blackline, Alteryx, PowerBi, Tableau, RPA technologies, machine learning, and generative Artificial Intelligence)

Travel Requirements

Up to 40%

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

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