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Morgan Stanley logo
Morgan StanleyNew York, NY

$90,000 - $135,000 / year

We're seeking someone to join our Segment Reporting & Analytics Team as a Director in Investment Management Finance (IM Finance) to be involved in accounting, finance and process transformation, as well as calculating the Firm's P&L during the quarterly mark-to-market and multi-year forecast processes. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate/Director level position within the Financial Planning & Analysis job family, which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance. Additional responsibilities include expense allocation. FP&A is a contributor to the Firm's CCAR process. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. This is not a senior leadership role. Please submit application if you have 4-7 years of experience What you'll do in the role: Produce and review quarterly revenue and balance sheet forecasts including assumptions collection, input review, and model output review for all revenue components, assets and revenue-related expenses with the Private Real Assets, Private Equity and Credit businesses. Calculation and delivery of estimates for Firm equity and carried interest to Firm's General Ledger, including variance analysis and management reporting. Produce and review calculations and reporting that support certain quarterly external disclosures within the Firm 10K/Q. Calculate and analyze investment sensitivity, design and produce reporting for key stakeholders, and other ad hoc requests from Senior management. Weekly monitoring and forecasting of current quarter projected investment-related revenue, including public price / FX / private valuation estimates. Generate and review quarterly look-through exposure and stress loss calculations for Firm Risk. Support new product launches by developing an initial Firm forecast for the IM New Product Committee. Work on the group's key Investments Platform enhancement project along with the BU and IM Technology team. Collaborate with cross-functional teams to continuously improve financial processes and systems to enhance efficiency and accuracy. Act as key liaison between FP&A, Business units, Firm Risk, and Corporate Accounting team. Participate in ad-hoc projects and initiatives as needed. What you'll bring to the role: Preferred Bachelor's degree in Finance, Accounting, or a related field. Desired 4+ years of work experience Familiarity with Private Equity / Real Estate Fund structures, operations, and distribution waterfall Desired technical skills in Microsoft Office applications (Excel, Powerpoint, PowerBI) and financial software applications, such as TM1 Excellent written and verbal communication skills, and ability to deal with colleagues/clients of all levels Analytical mindset with attention to detail Committed and self-motivated individual who can demonstrate initiative and problem solving abilities Excellent organizational skills and the ability to work to and manage deadlines WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Job Posting Pay Range Expected base pay rates for the role will be between $90,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 2 weeks ago

HeartFlow logo
HeartFlowSan Francisco, CA

$150,000 - $185,000 / year

Heartflow is a medical technology company advancing the diagnosis and management of coronary artery disease, the #1 cause of death worldwide, using cutting-edge technology. The flagship product-an AI-driven, non-invasive cardiac test supported by the ACC/AHA Chest Pain Guidelines called the Heartflow FFRCT Analysis-provides a color-coded, 3D model of a patient's coronary arteries indicating the impact blockages have on blood flow to the heart. Heartflow is the first AI-driven non-invasive integrated heart care solution across the CCTA pathway that helps clinicians identify stenoses in the coronary arteries (RoadMapAnalysis), assess coronary blood flow (FFRCT Analysis), and characterize and quantify coronary atherosclerosis (Plaque Analysis). Our pipeline of products is growing and so is our team; join us in helping to revolutionize precision heartcare. Heartflow is a publicly traded company (HTFL) that has received international recognition for exceptional strides in healthcare innovation, is supported by medical societies around the world, cleared for use in the US, UK, Europe, Japan and Canada, and has been used for more than 500,000 patients worldwide. The Finance Manager plays a central role in ownership of the operating and capital budget management, financial planning and decision support. This position works with leadership across multiple functions on a regular basis. Job Responsibilities: Financial owner for operational and capital budget related activities across the company Support functional leadership in managing P&L expenses, detailed analyses and budgeting Responsible for monthly forecast accuracy and reporting, headcount tracking, accruals and management reports Develop and maintain metrics that encourage data-driven decision making at the department level Assist in the enhancement and maintenance of company reporting tools Drive ad-hoc analyses and special projects Centralized FP&A activities ELT & BoD report preparation FP&A System Ownership (Datarails) Skills Needed: Strong communication skills (oral, written and presentation) Able to build relationships across all functions and all levels of responsibility Robust finance/accounting background Expertise with MS Excel and PowerPoint Ability to work well both independently and as a team Possess an attention to detail to produce accurate work Educational Requirements & Work Experience: Bachelor's degree in Finance, Accounting, a related field or equivalent directly related work 7-10 years of FP&A or Accounting experience MBA or Masters in Accounting or Finance highly preferred CPA/CMA highly preferred Medical Device, BioPharma or other Healthcare Technology experience is preferred SaaS business experience is a plus Knowledge of Planful, NetSuite and Tableau is a plus A reasonable estimate of the yearly base compensation range is $150,000 to $185,000. #LI-IB1 #LI-Hybrid Heartflow is an Equal Opportunity Employer. We are committed to a work environment that supports, inspires, and respects all individuals and do not discriminate against any employee or applicant because of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. This policy applies to every aspect of employment at Heartflow, including recruitment, hiring, training, relocation, promotion, and termination. Positions posted for Heartflow are not intended for or open to third party recruiters / agencies. Submission of any unsolicited resumes for these positions will be considered to be free referrals. Heartflow has become aware of a fraud where unknown entities are posing as Heartflow recruiters in an attempt to obtain personal information from individuals as part of our application or job offer process. Before providing any personal information to outside parties, please verify the following: A) all legitimate Heartflow recruiter email addresses end with "@heartflow.com" and B) the position described is found on our careers site at www.heartflow.com/about/careers/.

Posted 30+ days ago

PwC logo
PwCCleveland, OH

$77,000 - $202,000 / year

Industry/Sector Not Applicable Specialism Oracle Management Level Senior Associate Job Description & Summary At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As an Oracle consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Oracle applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Oracle applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Managed Services team you will provide ongoing support and enhancement services for Oracle Cloud Financials customers. As a Senior Associate you will analyze complex problems, mentor junior team members, and build meaningful client relationships while navigating the intricacies of financial operations. This role offers the chance to work with diverse clients across industries, promoting optimized operations and delivering exceptional service. Responsibilities Drive optimized operations and exceptional service delivery Work with diverse teams to identify areas for continuous improvement Utilize analytical skills to navigate complex problems Maintain a focus on client satisfaction and operational excellence What You Must Have Bachelor's Degree 3 years of experience in Oracle Cloud Financials support What Sets You Apart Bachelor's Degree in Accounting, Accounting & Finance, Finance, Management Information Systems, Management Information Systems & Accounting preferred Oracle Cloud ERP certification(s) is a plus Providing functional support for Oracle Cloud Financials modules Managing multiple client environments and prioritizing tasks Working with technical teams for integration support Performing root cause analysis for recurring issues Supporting knowledge transfer and documentation handover Identifying process improvement opportunities in financial systems Understanding ITIL processes and ticketing systems 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: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

Molson Coors Brewing Company logo
Molson Coors Brewing CompanyMiami, FL

$81,600 - $107,100 / year

Requisition ID: 37023 Cheers to creating an incredible tomorrow! At Molson Coors, we tackle big challenges and defy the status quo. With a proud legacy of excellence, an incredible portfolio of beer, seltzers, spirits, and non-alcohol brands, and a bold vision for our future... we're on the path to transforming the beverage industry. That requires remarkable individuals who are curious, tenacious, and never afraid to fail forward. We seek, value and respect everyone's unique perspectives and experiences knowing that we are stronger together. We collaborate as a team and celebrate each other's successes. Here's to crafting careers and creating new legacies. Crafted Highlights: In the role of Senior Financial Analyst working in Miami, FL, you will be a part of the Finance team. You will support the month-end close, planning, business partnering, analysis, and reporting cycle of the LATAM Business Unit of Molson Coors Beverage Company. This position requires approximately 30-40% travel. This position reports to the Senior Finance Manager, LATAM, and will work closely with the LATAM Finance team, specifically supporting the regions of Mexico, Central America, and Andean, and will be seen as a field specialist working closely with Sales and Marketing personnel. You will also collaborate with the HQ Finance team based in Milwaukee, Wisconsin. What You'll Be Brewing: Responsible for monthly and quarterly close, reporting, and analysis for the LATAM region, including volume reconciliation, journal entries, royalty invoicing, and G&A reporting Identifies cost-reduction and efficiency opportunities while supporting monthly and quarterly LATAM financial reporting Acts as a business partner by analyzing data, generating insights, and making recommendations that support commercial and financial decision-making Conducts business development, market analysis, and pricing analysis to support Sales, Marketing, Supply Chain, and distributor relationships Builds and maintains strong working relationships with internal and external stakeholders across the LATAM region Supports the Long Range Plan (LRP) and Annual Operating Plan (AOP) cycles through analysis, modeling, and cross-functional collaboration Assists in monthly forecast preparation, including regional G&A forecasting and Cash Flow preparation Key Ingredients: You hold a bachelor's degree in a relevant field and bring 4+ years of experience in Big 4 Accounting or CPG; a CPA is strongly preferred You have solid knowledge of US GAAP You are bilingual in English and Spanish You have strong Excel skills and proficiency with Microsoft Office, and experience with SAP is a major plus You are detail-oriented, collaborative, and team-focused You can work independently with strong initiative and thrive in a fast-paced, dynamic environment Beverage Bonuses: Flexible work programs that support work life balance including a hybrid work model of 4 days in the office Participation in our Total Rewards program with a competitive base salary, incentive plans, parental leave, health, dental, vision, retirement plan options with incredible employer match, generous paid time off plans, an engaging Wellness Program, and an Employee Assistance Program (EAP) with amazing resources We care about our People and Planet and have challenged ourselves with stretch goals around our key priorities We care about our communities, and play our part to make a difference - from charitable donations to hitting the streets together to build parks, giving back to the community is part of our culture and who we are Engagement with a variety of Business Resource Groups, which can provide volunteer opportunities, leadership experience, and networking through the organization Ability to grow and develop your career centered around our First Choice Learning opportunities Work within a fast paced and innovative company, meeting passionate colleagues and partners with diverse backgrounds and experiences Molson Coors is an equal opportunity employer. We invite applications from candidates of all backgrounds, race, color, religion, sex, national origin, age, disability, veteran status or any other characteristic. If you have a disability and believe you need a reasonable accommodation during the application or recruitment processes, please e-mail jobs@molsoncoors.com. Pay and Benefits: At Molson Coors, we're committed to paying people fairly and equitably for the work they do. Job Posting Total Rewards Offerings: $81,600.00 - $107,100.00 (posting salary range) + 10% target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days). The posting range provided above for salary is what we, in good faith, believe we would pay for this role at the time of this posting. We ultimately pay based on a number of non-discriminatory factors that inform pay decisions including but not limited to the required work location, previous work experience, skill set and internal equity.

Posted 3 weeks ago

Appian logo
AppianMclean, VA
We are seeking a highly motivated and experienced Director of Strategic Finance to join our growing finance team. In this pivotal role, you will sit at the intersection of FP&A, Sales and Investor Relations. The ideal candidate will possess a deep understanding of SaaS business models, extensive experience with various pricing strategies, and a strong background in financial modeling. This leader will be responsible for leading the development and measurement of all revenue metrics, providing actionable insights that guide our go-to-market and product strategies. This position requires someone who can translate financial data into actionable business strategies and thrive in a fast-paced, high-growth environment. In this role, you will: Own Appian's revenue modeling and its future evolution as the company incorporates changes to enterprise software pricing. Lead the definition, development, tracking, and reporting of all critical SaaS revenue metrics, including but not limited to ARR, NRR, churn, and sales cycle length. Ensure accuracy, consistency, and actionable insights from these metrics. Analyze the financial impact of various SaaS pricing models (e.g., per-user, consumption-based, tiered, feature-based) and recommend optimal strategies to maximize revenue and profitability. Partner with product and sales teams on pricing adjustments and new product monetization. Partner with the sales and legal teams on complex enterprise deals, evaluating pricing structures, commercial terms, and their impact on profitability and revenue recognition. Collaborate with the entire FP&A team on creating and maintaining the consolidated company financial model. Develop and maintain scalable processes to enhance visibility into financial forecasts and performance, collaborating with teams across the business to maximize predictability. Drive special projects and conduct ad-hoc analyses to support decision making, including new products, marketing program spend, and other growth initiatives Prepare presentations and analysis for senior Finance leadership and Appian's executive team. Participate in special projects and initiatives as required. Qualifications: 10+ years of progressive experience in FP&A, strategic finance, or investment banking experience in a leadership or senior individual contributor role. Proven expertise and hands-on experience with multiple SaaS pricing models and their financial implications. Deep understanding of SaaS business models, key metrics, and revenue recognition principles (ASC 606). Excellent analytical, problem-solving, and organizational skills. Strong communication and interpersonal skills, with the ability to effectively interact with all levels of the organization and external stakeholders. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Exceptional modeling and analytical skills, with fluency in planning tools like Excel, Anaplan, Power BI, and Tableau High comfort level operating in dynamic, ambiguous environments with a bias toward execution and results Bachelor's degree in Finance, Economics, Accounting, or related discipline; MBA or CFA strongly preferred #LI-MB1

Posted 30+ days ago

PwC logo
PwCPhiladelphia, PA

$99,000 - $232,000 / year

Industry/Sector Not Applicable Specialism Finance Management Level 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 financial operations at PwC, you will specialise in improving the efficiency and effectiveness of financial operations within organisations. Your work will involve assessing financial processes, identify areas for improvement, and design and implement solutions to streamline financial operations, enhance controls, and reduce costs. You will be responsible for providing guidance on financial systems implementation, process automation, and financial shared services. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Finance Consulting team you will lead the transformation of the Order-to-Cash cycle, enhancing processes related to Zuora and BillingPlatform implementations. As a Manager, you will guide teams and manage client accounts, focusing on strategic planning and mentoring junior staff. This role offers the chance to make a significant impact by identifying opportunities for improvement and delivering quality results in a collaborative environment. Responsibilities Lead the transformation of the Order-to-Cash cycle Enhance processes related to Zuora and Billing Platform implementations Guide teams in delivering exceptional results Identify areas for improvement and implement solutions Mentor junior staff and promote their professional growth Foster collaboration within the team and with clients Secure alignment with strategic planning initiatives Manage client accounts effectively to meet expectations What You Must Have Bachelor's Degree At least 6 years of experience What Sets You Apart Master's Degree in Accounting, Business Administration/Management, Finance preferred Certified Public Accountant Demonstrating a proven record in subscription and monetization models Exhibiting significant abilities in Order-to-Cash cycle and revenue recognition Understanding enabling technologies for finance and accounting Familiarity with global compliance and regulatory requirements Analyzing and improving finance processes Navigating uncertainty and delivering results Utilizing Salesforce and Zuora technologies in the Q2C ecosystem Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

Aegon logo
AegonBaltimore, MD

$104,000 - $110,000 / year

Job Family Operational Risk 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 subject matter expertise in Finance/Financial Assets on the day-to-day execution of the Transamerica Operational Risk Management program to ensure appropriate risk considerations are in place and practiced across the company including the identification, assessment, monitoring, and reporting of key risks across the company business and technology landscape. Develop and maintain relationships with business and technology management across three lines of defense. Job Description Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. Responsibilities: Deep subject-matter expertise in risks, controls, and in-depth understanding of the Finance/Financial Assets business. Partner with business management to lead the execution of risk assessments across business groups. Challenge current process design, identify areas for improvement, and recommend changes to supporting policies, procedures and control execution to increase efficiency and quality. Lead risk issue management activities, including risk identification, root cause analysis, action plan status monitoring, and reporting of outcomes to management. Collaborate and challenge process owners during the development of action plans to assess adequacy of actions taken by management. Lead the execution of Risk & Control Self Assessments (RCSA) via review and challenge of inherent/residual risk scoring, risk mitigation, review control design and execution. Collaborate with peers in the Risk Management function, and various partners and stakeholders throughout the organization (e.g. line and functional management, compliance, IT, Internal Audit). Lead the execution of risk assessment activities across various organizational functions, programs, projects, processes, etc. Navigate company Governance Risk & Compliance (GRC) tool to record, update and report on various risk issues, risk events, action plans, etc. Qualifications: Bachelor's degree in accounting, finance, or relevant field Eight years of experience working in operational risk management or internal controls related environment Progressive experience in operational risk management, internal controls, audit, risk management, or equivalent field Deep understanding of operational functions, preferably in the financial services industry In-depth knowledge and hands on experience with risk management principles and techniques including development of process flows, identification and assessment of risks and controls, testing and monitoring procedures, and development of related metrics Strong risk and control background including knowledge of SOX framework Ability to present and interact with various levels of management Ability to build relationships with people at all levels Excellent oral/written communication skills Preferred Qualifications: Strong knowledge and/or experience in the insurance or financial services industry CPA CIA CISA Working Conditions: Hybrid office environment: 3 days/week in one of our core offices: Baltimore, MD/Cedar Rapids, IA/Denver, CO/Philadelphia, PA Occasional travel Compensation: The Salary for this position generally ranges between $104,000 - $110,000 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. #LI-BD1 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 30+ days ago

April logo
AprilNew York City, NY
About the Role april is seeking an experienced Senior Strategic Finance Analyst to be our first strategic finance hire. As the first hire, you will develop and maintain comprehensive financial models, conduct deep strategic analyses to support executive decision-making, and drive revenue strategy across all departments. You will serve as the strategic partner to leadership, working directly with every department head to evaluate pricing strategies, revenue opportunities, capital investments, and shape long-term growth strategy. The ideal candidate will bring strong technical expertise in financial modeling and strategic analysis, combined with business acumen to identify revenue growth opportunities, optimize pricing and capital allocation, and provide the analytical foundation for transformative business decisions. Team members residing within the New York City metropolitan area must maintain a minimum on-site presence of three days per week. Key Responsibilities Lead strategic planning, short- and long-range financial planning, and scenario modeling processes Develop and maintain sophisticated financial models to evaluate pricing strategies, revenue initiatives, and capital investment decisions Create executive-level analyses and presentations for board meetings and strategic reviews Partner with leadership to evaluate pricing strategies, revenue optimization, and market opportunities Design and track strategic KPIs that align with company objectives and drive accountability Conduct competitive analysis, market research, and financial benchmarking to inform pricing and revenue decisions Support fundraising and investor relations with financial modeling, presentation materials, and strategic narratives Identify and quantify opportunities for revenue growth, pricing optimization, and capital efficiency Experience 5-7 years of experience in strategic finance, investment banking, management consulting, or corporate development Proven track record of influencing strategic decisions through rigorous financial analysis Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA preferred Expert-level proficiency in financial modeling, Excel, and data visualization tools Experience with FP&A platforms (Drivetrain, Runway, Pigment, Mosaic) is a plus. Experience evaluating complex business problems and translating insights into actionable recommendations About april april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april's white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april's AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time-making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge-for their clients and their business.

Posted 30+ days ago

W logo
Wiz, Inc.New York City, NY
SUMMARY We're looking for a Finance Systems Analyst to join our Finance team and spread the power of Wiz. WHAT YOU'LL DO Support the financial needs of our rapidly growing company by managing a variety of financial applications, including expense reimbursements, credit cards, procurement, billing, and banking, with a primary focus on NetSuite. Oversee the design, discovery, planning, implementation, and user acceptance testing phases of new processes and finance tools. Work on complex technical projects, assume the role of process designer, and apply development and analytical skills as needed. Maintain integrations between different financial and business systems, such as NetSuite, Salesforce, Zip, Workday, and Brex. Support users on their day-to-day tasks, including user accounts, training, troubleshooting, data fixes and cleanups, reports, and dashboards. Manage user accounts, roles/profiles, and permissions. Create new fields, forms, integrations, automations, and searches. Lead information system projects in the finance ecosystem, ensuring their successful completion on schedule. WHAT YOU'LL BRING 4+ years of experience as a NetSuite implementer, preferably in a high-growth SaaS software company. Proven experience in translating customer business requirements into workable NetSuite business solutions. Relevant academic degree, preferably B.Sc./B.A. (Information Systems/Industrial Engineering/ Accounting/ Economics/ etc.). Wide understanding of financial and business processes and systems, including areas like Procure to Pay, Collection, Accounting, and FP&A. Excellent analytical and problem-solving skills, with great attention to detail. Strong communication skills. Ability to work effectively in a fast-paced environment. Ability to build workflows/ Scripts/ SuiteQL queries - advantage. Hands-on experience with Workato or other integration tools - advantage.

Posted 30+ days ago

Commerce Bank logo
Commerce BankNashville, TN

$89,000 - $157,000 / year

About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $89,000.00 - $157,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to directly solicit companies with revenues between $50MM and $2 Billion for general industry equipment finance and leasing opportunities in the assigned territory. Role will be onsite if located in Nashville, TN or St. Louis, MO; Remote options available for: Georgia, Louisiana, North Carolina, South Carolina* Essential Functions Primarily involved in calling activities with assigned customers and targeted prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolios to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyze industry/credit risk Facilitate the resolution of customer problems and engage product experts Participate in community and business functions/groups to establish referral contacts within the marketplace Ensure compliance with all bank policies, procedures, regulations, and laws Perform other duties as assigned Knowledge Skills & Abilities Required Strong knowledge of single investor tax, loans, TRAC, operating, synthetic, and debt transactions Strong knowledge of commercial products, credit policies and procedures and terminology Well-developed sales and negotiation skills Strong credit analysis skills Ability to structure more complex credit requests Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Advance proficiency with Microsoft Word, Excel, and Outlook Education & Experience Bachelor's degree in Accounting, Finance or equivalent combination of education and experience required 1+ years successful sales experience gained through equipment finance origination required Level of role is determined by knowledge, experience, skills, abilities, and education Other Requirements Travel will be required For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record, maintain a valid driver's license, and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements. For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Equipment Finance Sales Officer I, II, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $89,000 to $157,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. #LI-Remote The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 1201 Demonbreun St, Nashville, Tennessee 37203 Time Type: Full time

Posted 30+ days ago

PwC logo
PwCLas Vegas, NV

$124,000 - $280,000 / year

Industry/Sector CM X-Sector Specialism Oracle Management Level Senior Manager Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following: Successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts; Intimate functional and technical knowledge and understanding of the Oracle Cloud product suite; and, Intimate business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc. Demonstrates proven intimate abilities with managing Oracle Cloud product suite leading on-shore and off-shore resources, especially with the following: Designing, implementing and supporting complex business processes in an Oracle environment; Understanding the importance of a structured, controlled production systems environment; and, Developing strategy; as well as writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management. Demonstrates intimate abilities and/or a proven record of success as a team leader by: Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner. Keeping leadership informed of progress and issues. 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. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

PwC logo
PwCSan Francisco, CA

$99,000 - $232,000 / year

Industry/Sector Not Applicable Specialism Oracle Management Level Manager Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) with at least 3 years directly involved in Oracle Cloud implementations and/or support Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following: Displays a proven record of successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts; Exhibits hands-on functional and technical knowledge of the Oracle Cloud product suite; Understands and displays business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc.; Designs, implements and supports complex business processes in an Oracle environment; Understands the importance of a structured, controlled production systems environment; Uses writing, communication, facilitation, and presentation skills cogently to all levels of industry audiences, clients and internal staff and management; Communicates technical and functional concepts to client business users to facilitate business decision making; Demonstrates intimate abilities and/or a proven record of success as a team leader: Creates a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; Provides candid, meaningful feedback in a timely manner; and, Keeps leadership informed of progress and issues. Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

PwC logo
PwCTampa, FL

$155,000 - $410,000 / year

Industry/Sector Not Applicable Specialism Product Innovation Management Level Director Job Description & Summary At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions. Those in software engineering at PwC will focus on developing innovative software solutions to drive digital transformation and enhance business performance. In this field, you will use your knowledge to design, code, and test cutting-edge applications that revolutionise industries and deliver exceptional user experiences. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. As part of the Software and Product Innovation team you will provide strategic leadership in designing and implementing innovative insurance data models that align with client objectives. As a Director you will set the strategic direction, drive business growth, and mentor the upcoming generation of leaders while securing the utmost standards of integrity and quality are upheld. This role offers the chance to work with global teams, integrate advanced technologies, and shape the future of insurance advisory solutions. Responsibilities Drive business growth by identifying and leveraging market opportunities Maintain adherence to the utmost standards of integrity and quality Foster a culture of innovation and continuous improvement Oversee project execution while maintaining client satisfaction What You Must Have Bachelor's Degree At least 7 years of experience In lieu of a Bachelor's Degree, demonstrating three years of specialized training and/or progressively responsible work experience in technology for each missing year of college. What Sets You Apart Master's Degree in Actuarial Science, Finance, Data Processing/Analytics/Science preferred Certification(s) preferred: Chartered Financial Analyst (CFA), Fellow of the Casualty Actuarial Society (FCAS), Amazon Web Services (AWS) or Azure or Google Cloud Platform (GCP) Specialized Certifications, Project Management Professional (PMP), Certified SAFe Agilist Leading large teams with a focus on talent development Excelling in client-facing roles requiring strategic thinking Demonstrating exceptional proficiency in written and spoken English Managing multiple priorities under tight deadlines Developing and executing business development initiatives Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

Kamehameha Schools logo
Kamehameha SchoolsHonolulu, HI

$79,100 - $108,400 / year

Job Posting Title Senior Analyst, Campus Finance Employee Type Regular Recruiting Start Date 10-27-2025 Job Exempt? Yes Recruiting End Date Open Until Filled Aloha mai! Mahalo for your interest in Kamehameha Schools. If you are looking for an opportunity to utilize your skills and talents and grow in your profession, while serving and strengthening our Native Hawaiian community, we would love to have you join our ʻohana! Kamehameha Schools (KS) is seeking a Senior Analyst to join our Campus Finance and Administration team at our Kapalama Campus Head of School Office. We're looking for a strategic, detail-oriented finance professional who combines strong analytical and operational expertise with a deep commitment to stewardship and educational excellence. This role provides advanced financial and operational support for campus programs, ensuring compliance, transparency, and fiscal accountability across activities such as budgeting, parent assessments, fundraising, and audits. The ideal candidate brings a blend of technical acumen and leadership, skilled in financial planning and analysis, internal controls, and process improvement, while serving as a trusted advisor and mentor to campus stakeholders. They thrive in a collaborative environment, working closely with campus leadership to align financial practices with KS's mission, values, and long-term sustainability goals. If you're passionate about driving financial integrity and operational excellence in support of educational impact, we invite you to apply and help advance the mission of Kamehameha Schools. Job Summary Provides advanced financial and operational support and expertise for campus programs (e.g., student activities, budgets, etc.) and business functions. Manages parent assessment and fundraising accounts, ensures compliance with KS policies and fiduciary responsibilities, and leads financial reporting and internal controls. Supports strategic planning, budgeting, and audit processes, and acts as a key representative of the Campus Finance Program Manager in their absence. This role mentors stakeholders, liaises with campus leadership, and contributes to continuous improvement initiatives that promote financial transparency and operational excellence through sound decision making and financial acumen. Essential Responsibilities Financial Operations & Internal Controls Support campus programs financial operations, including parent assessments, fundraising approvals, collections, and reporting. Prepare and file tax documents (e.g., GET, Form 990), 1099s, and abandoned property reports in compliance with federal and state regulations. Review transactions for policy compliance and recommend process improvements to enhance efficiency and internal controls. Update and maintain the campus fundraising manual annually. Audit student activity and other campus program financial systems and coordinate with internal auditors on documentation and corrective actions. Ensure compliance with KS policies and procedures across all financial transactions. Program and monitor online collection systems (e.g., Clover, FACTS, GO FAN), ensuring timely reconciliation and reporting. Financial Planning & Analysis Lead monthly and annual financial closings, including bank reconciliations, balance sheets, and profit & loss statements for all campuses and KS Association of Teachers and Parents (ATP) entity. Ensure integrity of fund balances and financial statement presentation. Prepare ad hoc reports and support strategic financial planning efforts. Analyze financial data to identify trends, variances, and opportunities for improvement. Analyze family financials in support of tuition waiver decisions in coordination with Financial Aid. Budget Management Assist in developing and reviewing campus operating and equipment budgets. Monitor financial allocations and expenditures to ensure fiscal discipline and alignment with planning goals. Prepare variance reports, budget re-forecasts, and year-end accruals. Engagement & Communication Develop and deliver training sessions for advisors, coaches, and volunteers on financial compliance and procedures. Serve as the primary consultant for policy and procedural questions related to student activities and other campus programs. Communicate updates to campus fundraising and financial policies. Ensure exceptional customer service to campus community members, parents, coaches, and advisors. Act on behalf of the Campus Finance Program Manager during meetings and approvals. Provide mentorship and guidance to stakeholders, ensuring alignment with departmental goals and timelines. Lead or participate in special projects and initiatives assigned by the Director, Campus Finance & Administration. Collaborate with campus leadership and stakeholders to support strategic and financial planning integration. Promote a positive work culture that encourages collaboration, continuous improvement, and professional growth. Build and maintain strong relationships with internal and external partners. Position Requirements Minimum Qualifications - An equivalent combination of education and experience may be considered for the requirements listed. Bachelor's degree in business administration, finance, operations management, or related field. Minimum 3 years of relevant experience. Strong attention to detail and analytical skills, including concise report writing. Proficiency in MS Office Suite, Google Workspace, and financial systems. Strategic thinking, problem-solving, and project management abilities. Excellent communication, negotiation, and interpersonal skills. Demonstrated leadership and mentoring capabilities. High emotional intelligence and ability to collaborate effectively across diverse teams. Ability to manage multiple priorities with accuracy and confidentiality. Strong organizational and time management skills. Flexibility to adapt in a dynamic work environment. Preferred Qualifications Relevant work experience in operations analysis, business intelligence, or consulting. Certified Public Accountant designation and/or prior experience in public accounting or internal audit. Knowledge and understanding of tax-exempt organizations, fund accounting and donor accounting matters. Working knowledge of QuickBooks accounting software. Physical Requirements Frequently sit, perform desk-based computer tasks and grasp light or fine manipulation, talk or hear. Occasionally stand and/or walk, write by hand, and lift and/or carry, push and/or pull objects that weigh up to 10 pounds. Rarely twist, bend, stoop, squat, kneel, crawl, climb, reach or work above shoulder, or grasp forcefully. Working Conditions This position may involve traveling to various locations, including neighbor islands to conduct business. Work is conducted in an office/school environment and may require work to be conducted in non-standard workplaces. Work is typically conducted Monday through Friday at normal business hours but evening and weekend hours are often required to meet goals and objectives. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by incumbents assigned to this job. This is not intended to be an exhaustive list of all the responsibilities, duties and skills required. The incumbent may be expected to perform other duties as assigned. For internal use only: #LI-CAR Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please contact us at hr@ksbe.edu or 808-534-8040 if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. KS does not accept unauthorized solicitations of candidate referrals from third-party vendors (i.e. Staffing Agencies, Executive Recruitment Firms). Any third-party vendor who has interest in supporting KS's recruiting efforts must be authorized by Human Resources prior to the vendor's candidate applying with KS. Work Year 12 Pay Range 79,100.00 - 108,400.00 Annual Compensation and Benefits Based on the compensation range provided below, salaries are commensurate with job-related experience, skills and competencies, education, internal equity, length of work year, and other organizational needs. At Kamehameha Schools (KS), we recognize that compensation is just one facet of a fulfilling employment experience. Our commitment lies in fostering a positive work environment and equipping employees with the necessary resources to excel every day. Our Total Rewards Program embodies KS's dedication to the physical, mental, and financial well-being of our employee ʻohana. Explore our comprehensive Benefits Summary for more information. Primary Location Kapalama Campus City, State Honolulu, Hawaii Additional Locations

Posted 30+ days ago

Simi Valley Toyota logo
Simi Valley ToyotaSimi Valley, CA

$150,000 - $300,000 / year

Simi Valley Toyota is one of the region's best dealerships, serving the Simi Valley communities in California. Our team enjoys training programs, a fantastic culture and opportunities for advancement, which are company-wide focuses to help you grow both personally and professionally. Job Summary : As the Automotive Finance Manager, you'll play a key role in assisting customers with securing financing for their vehicle purchases while ensuring compliance with all legal and dealership standards. You'll work closely with the sales team to deliver a seamless, transparent, and efficient buying process. You will oversee the finance department, promote customer satisfaction, ensure departmental compliance with title laws and registration processes, and provide financial guidance and direction to the team. Finance Managers are expected to uphold the highest ethical standards. Your strong leadership and team-building skills will be instrumental in driving the success of our department. Essential Functions : Offering vehicle financing and insurance to customers and providing them with a thorough explanation of aftermarket products, extended warranties and a complete explanation of manufacturer and dealership service procedures and policies. Maintaining good working relationships with lenders to secure competitive interest rates and financing programs. Processing financing and leasing deals accurately and securing approval through financial sources as well as the proper federal, state and corporate channels. Understanding and complying with federal, state and local regulations that affect the new and used vehicle finance departments. Responsible for maintaining the profitability of the department and maintaining customer satisfaction. Creating and maintaining a program with the sales department that will ensure all new sales are referred to the F&I department. Training and providing the sales team with information on finance and leasing programs as well as the benefits of the dealership's financing and extended service programs Ensure sales are structured to produce the highest profitability. Maintains proficiency and certifications as required for the position. Accurately desk deals, submit deals to lenders for approval, make credit decisions, and effectively close deals. Ensure every deal is fully aligned with local, state and federal guidelines. Prepares paperwork, contracts, and deliver deals. Accurately audit team deals Post-Sale and analyze for improvements. Guarantee the expeditious funding of all contracts. Maintain satisfactory attendance. Preform other duties as assigned. Qualifications Minimum Four years of Automotive Finance Manager experience with proven numbers Valid Driver's license and safe driving record; required to obtain a California license within 30 days Ability to perform all essential functions of the job description. Preferred Qualifications Bachelor's degree in accounting, Economics, or Finance preferred Knowledge of dealership finance and insurance procedures. Proficient at structuring deals for maximum profitability. Well-versed in title laws and registration process. Excellent communication skills and the ability to deliver top service to all, including customers, employees, and finance insurance vendors. Excellent written and verbal communication skills. Ability to provide accounting services as detailed in financing agreements. Thorough understanding of auto finance principals, practices and policies Understanding of auto finance ethics. Proficient in Microsoft Office Suite or related software. Excellent organizational skills and attention to detail. Bilingual a +++ The Finance Manager position pays between $150,000-$300,000 per year. We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Posted 30+ days ago

S logo
SBM ManagementRoyal Oak, MI

$110,000 - $130,000 / year

The Operations Finance Manager is responsible for overseeing forecasting and budget performance for assigned divisions and departments. The successful candidate will interface with the operations teams and corporate departments to identify ways to maximize profitability and maintain sustainable metrics for operational and customer service excellence. The Finance Manager will participate in financial due diligence for new business opportunities (RFP review, bid modeling) and will maintain a variety of resources to accurately support cost accounting, forecasting and continued due diligence. Responsibilities Provide support to the site Operations and Account Management teams by preparing and reviewing budgets, proposals and related documentation Provide support to the Business Development team by assessing pricing activities Monitor and adjust operating budgets to ensure corporate objectives are met Analyze market data to manage and maintain costs Maintain existing reports along with developing new reporting tools to more effectively drive the business Continually develop the site management team's financial acumen Qualifications BS in Accounting/Finance/Business; MBA is a plus 5 years of experience in a finance position supporting key Operations stakeholders Strong operational focus and ability to deliver financial metrics that demonstrate our value/performance Solid technical and analytical skills in finance and general accounting Ability to benchmark and leverage costs to improve productivity and performance Strong interpersonal and communication skills Ability to work effectively with various functional teams Strong Excel skills a must. ERP (JDE, NetSuite, SAP) experience is a plus Compensation: $110,000 - 130,000k per year SBM Management Services, LP and its affiliates are proud to be equal opportunity workplaces. We are committed to equal employment opportunity regardless of race, sex, color, ancestry, religion, national origin, sexual orientation, citizenship, age, marital status, disability, gender identity, Veteran status, or other legally protected status.

Posted 30+ days ago

NFL logo
NFLNew York, NY

$1,700 - $1,900 / week

This position works closely with the Sr. Director of Finance and NFL Media personnel in analyzing and driving financial performance of the NFL Media business units including Live Games and Licensing. A successful candidate must have at least 2 years of finance & accounting experience, solid analytical abilities, proficiency in financial modeling, and strong communication. Description: Own financial management of key revenue generating businesses of the League including Live Games and Business Development. Support the NFL Media business units in all corporate finance matters including managing the annual budget, quarterly and real-time forecasts, long range plan, and assessing the performance of various lines of businesses via financial and other metrics. Assisting with the accounting close process, which includes ensuring proper accounting treatment of transactions and explaining P&L / Cash variances to budget, forecast, and prior year. Recommend efficiencies / improvements to existing financial processes, which includes how we better leverage our financial systems and tools to improve financial reporting and analysis across the business. Review and/or provide key financial terms to NFL Media contracts, as well as ensure contractual commitments and reporting requirements are met once the contract is in place. Assist in ensuring accounting procedures and guidelines are properly applied (e.g. account receivable billings, invoice coding and authorization, expense reimbursements, etc.). Ensuring each business unit adheres to key League financial policies and procedures surrounding contracts, engaging in business with our partners, customers, vendors, and regulatory agencies. Special projects and ad hoc requests from the media personnel as needed. Required Qualifications Bachelor's degree from an accredited university 2+ years of relevant experience in corporate finance, accounting, financial planning & analysis, or other related fields Expertise with Microsoft Office applications, particularly Excel and PowerPoint Preferred experience using financial reporting/forecasting software (i.e. Vena Solutions, Oracle, Hyperion Essbase, etc.) Strong analytical and financial modeling skills; ability to understand variance and trend analyses Strong communication skills with the ability to effectively communicate both verbally and in writing Ability to handle multiple tasks in a high-pressure environment Travel: 0% - 10% Terms /Expected Hours of Work: This job posting is for a position with one of the NFL's third-party agency partners that provides services to the NFL. The individual selected for this role will be an employee of that third-party agency and not the NFL. All compensation, benefits, and other terms and conditions of employment are handled by the agency. The assignment to provide services to the NFL will be limited in duration but may be extended for an additional period by agreement between the NFL and the agency. Salary / Pay Range This job posting contains a weekly pay range, which represents the range of salaries or hourly rates that the NFL believes, in good faith, at the time of this posting that it might be willing to pay for the posted job in the location(s) specified. The NFL expects to hire for this position near the middle of the range. Only in truly rare and exceptional circumstances, where an external candidate has experience, credentials, or expertise that far exceed those required or expected for the position, would the NFL consider paying a salary or rate near the higher end of the range. Salary $1,700-$1,900 USD Benefits Information To learn more about our comprehensive benefits offerings, please visit: NFL BENEFITS At the NFL, in-person work at our offices is a top priority because it allows us to collaborate more effectively, build stronger connections, and maintain the culture that drives our success. This role requires onsite presence at an NFL office or stadium location, and remote and/or hybrid working options are not offered. NO RELOCATION ASSISTANCE WILL BE PROVIDED. The NFL is committed to building an inclusive work environment that reflects our incredible fan base. We provide an environment of mutual respect where equal employment opportunities are available to all employees and applicants without regard to status as protected by applicable federal, state, and local laws. WHO WE ARE: NFL Core Values: Respect: Everyone matters. We celebrate diverse opinions, honor hard work, and value every contribution. Integrity: We do what's right, even when it's tough. We hold ourselves accountable and always follow through. Team Responsibility: We support each other and our communities. No one is bigger than the game, and every action impacts others. Resiliency: We set high standards, overcome adversity, and adapt to challenges, always striving for excellence. NFL Leadership Attributes: Build Talent: We develop and nurture potential, empowering individuals to grow and succeed. Execute: We take action with precision, delivering results that drive our goals forward. Inspire: We motivate others through vision, energy, and a commitment to excellence. Live Our Values: We embody our core principles in every decision and action. Know the Business: We stay informed, understand our industry, and make decisions that strengthen our position. Think Big: We challenge the status quo, envision bold possibilities, and strive for transformative impact WHO YOU ARE: Talent Attributes: What we expect for our employees: Embody an enthusiastic, proactive can-do attitude Embrace grit, free from ego or entitlement Excel as a relationship builder, with the ability to influence Eager learner, driven by passion rather than just ambition Encompasses an incredible work ethic with an agile mindset

Posted 30+ days ago

W logo
Wellington Management Company, LLPBoston, MA

$100,000 - $225,000 / year

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Investment Platform Finance Director is a key leadership role responsible for overseeing all financial operations for the Investment platform. This leader will partner with the business leaders on financial performance and creating the right analytics and standard financial reporting to support key decisions across the organization and manage the platform budget and forecasting process. The ideal leader has operated successfully at a global level, having a desire to develop, mentor and coach a team. In alignment with company's overarching business strategy and corporate business goals, this leader will create a strategic vision and direction for the Investment Platform finance operations. This will necessarily entail building strong business partnerships across the organization and ensuring strategic business decisions are underpinned by strong analytics. Candidates should enjoy being part of a dynamic leadership team that seeks to innovate and constantly look for opportunities to increase the value of our interactions and deliverables to our business partners. Characteristics of successful team members include the ability to: i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) 'connect the dots' and v) challenge the status quo. RESPONSIBILITIES Lead the financial planning, budgeting, forecasting, and analysis for the Investment platform. Drive cost efficiency and operational excellence across the financial and administrative processes. Support the business lines on modeling & analytics. Partner with investment and executive leadership on long-term platform growth, cost efficiency, and strategic initiatives. Day to day team management including talent development, performance management, and fostering a culture of collaboration, accountability, and continuous improvement, empowering teams to deliver exceptional results while aligning with the organization's core values and long-term vision. Ensure adherence to internal controls, audit standards, and financial compliance related to Investment Platform operations. Drive cost efficiency and operational excellence across the financial and administrative processes with a lens on efficiency and scale. Lead team in providing comprehensive KPI management, reporting & analytics, and establishing annual budgets. Oversight of financial presentation development for committee meetings, townhalls, and other cross-functional discussions. Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the broader investment teams. Contribute to development of business plans with a focus on estimating costs and profitability. Establishing annual budget and forecasts for business functions and support of accompanying presentations; Management of results, variances, efficiencies and operational processes. Continuous evaluation and support for cost allocation, transparency, problem-solving and execution. Creation and management of proactive analytics that unlock ideas and enables high level discussion of investment and growth opportunities. Building a culture of continuous improvement by streamlining financial processes, eliminating redundancies, and leveraging technology to enhance productivity and resource allocation. QUALIFICATIONS Bachelor's Degree in finance, accounting, or related field; MBA or advanced degree preferred. Demonstrable (15+ years) relevant work experience in finance with investment / asset related leadership experience, ideally within a global environment. Proven track record of leading and developing high-performing teams, with a focus on cultivating a positive, collaborative culture that aligns with organizational goals and drives sustained success. Proven track record of leading financial planning processes and delivering high-quality analysis and insights. Strong understanding of financial principles, accounting standards, and financial modeling techniques. Demonstrated success in leading teams through complex transformation initiatives, driving strategic change, and maintaining stability. Proven problem-solving and analytical skills coupled with rigorous decision-making process. Superior interpersonal and communication skills. Strategic thinker with the ability to provide forward-looking analysis and recommendations. Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization. Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner. Demonstrated embodiment of our cultural standards - integrity, ethics, and ability to set a standard in leadership. Strong applications skills - Excel & PowerPoint; experience with Workday, Tableau, or Adaptive Technologies a plus Financial modeling knowledge and application. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com. At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Posted 30+ days ago

MasterCard logo
MasterCardPurchase, NY

$163,000 - $269,000 / year

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Director, Finance Business Partner (Corporate Solutions) Overview: The Corporate Solutions Business is looking for a Director, Finance Business Partner to support the global product and regional teams. This person will play a key role in supporting the broader finance functions of MA as they relate to forecasting, business case constructs relating to strategic investments, financial reporting, and ad hoc analysis. Role: Serve as Finance point of contact for the Corporate Solutions team in Product & Engineering Partner with Product and the FP&A team to develop the operating budget, financial forecasts and ongoing assessment of performance against the budget/forecast including spending risks/opportunities for the Corporate Solutions team Manage month/quarter-end financial close processes for Corporate Solutions. Ensure accruals and amortization entries are booked in the proper period. Maintain expense trackers to understand spend, find efficiencies, and accurately forecast. Develop, track, and analyze key business performance metrics on a monthly basis Development of materials to support ongoing business reviews: Monthly Performance Packages, Operating Reviews, Business Unit Reviews, scorecard updates and dashboard reviews Support the development of the annual long term Strategic Plan. Manage the end-to-end process, including presenting results to executive management to share with the Board. Coordinate with Corporate, region finance, global and region product owners and the systems team on deliverables and deadlines Assist the product teams with business cases pertaining to strategic initiatives that may require incremental investment; provide thought leadership to help them achieve their goals for current and outer years Support effective cost management and efficiency efforts Work with Product team and Controllers team to align on accounting treatment for current model and future roadmap Serve as main finance contact for product go-to-market, coordinating & communicating across regions and divisions. Support team in establishing pricing, billing, and reporting, and provide operational support for implementation. Coordinate with Engineering and Engineering Finance teams to align product roadmap with projected costs; incorporate Engineering costs with Product costs for a consolidated Commercial financial view and Sustainability & Innovation Program view. Work with Tax, Legal and regional Controllers as needed to align on Product initiatives All About You: A proven track record of accomplishments (Cards/Payments industry a plus but not required) Demonstrated thought leadership with the ability to translate raw data into meaningful information and to present complex information in a concise professional manner for senior management review Comfortable with occasional ambiguity but able to make calculated decisions Advanced PC, modeling and analytical skills (both quantitative and qualitative) Excellent project management, follow up and organizational skills Ability to work on several projects simultaneously Ability to handle confidential information and materials with appropriate discretion Strong verbal and written communication skills Comfortable interacting with all levels of management Bachelor's Degree in Finance or related discipline, MBA Preferred (preferably in Finance/General Management) Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges Purchase, New York: $163,000 - $269,000 USD

Posted 5 days ago

Fitch Ratings logo
Fitch RatingsChicago, IL

$135,000 - $170,000 / year

As one of the world's top three credit ratings agencies, Fitch Ratings plays a critical role in global capital markets by providing supplementary credit analysis, ratings, research, and commentary to financial market participants. For over 100 years, Fitch Ratings has been creating value for global markets through its rigorous analysis and deep expertise, which have resulted in a variety of market leading tools, methodologies, indices, research, and analytical products. Fitch Ratings is part of Fitch Group, a global leader in financial information services with operations in more than 30 countries, which also includes Fitch Solutions. With dual headquarters in London and New York, Fitch Group is owned by Hearst. At Fitch Ratings, credit analysts play a pivotal role in moving markets, as quality credit analysis is the lifeblood of our organization. With a legacy of over a century, our unique approach to credit ratings offers unmatched opportunities for professional growth. Embracing a "challenger mindset," you'll join a team dedicated to innovating service to our clients. Our people-driven analysis thrives on collaboration across all levels and locations, surpassing traditional financial modeling. Lastly, as part of our global community, you'll find inspiration, challenge, and support, with ample opportunities for visibility and influence in the global financial marketplace. Want to learn more about a career as a credit analyst at Fitch Ratings? Visit: https://careers.fitch.group Fitch Ratings is seeking a Director to join the Commercial Mortgage-Backed Securities (CMBS) Data Centers group in our Chicago office. About the Team: Join a leadership team focused on strategic growth and innovation within the Commercial Real Estate (CRE) sector. Lead efforts to provide Fitch's opinions and guidance to investors and market participants on North American Commercial Mortgage-Backed Securities (CMBS) transactions. Foster a collaborative and team-oriented work environment. How You'll Make an Impact: Specialized role focusing on Data Centers including transaction analysis, market research and criteria development. Lead the assessment of credit strengths and risks of commercial real estate properties and related loan structures in the U.S. and Canadian markets. Oversee and enhance property cash flow underwriting and valuations. Guide the team in using quantitative analyses to evaluate property and loan-level characteristics and industry trends. Present and communicate complex rating conclusions to senior credit committees and stakeholders. Drive the publication of comprehensive transaction reports, rating commentaries, and research publications. You May be a Good Fit if: You hold a bachelor's degree, with a preference for an advanced degree in finance, real estate, or a related field. You have over 7 years of experience in commercial real estate underwriting, valuation, or related fields including prior experience working on Data Center transactions or in a related role. You possess strong leadership skills with a proven track record of managing and developing high-performing teams. You demonstrate advanced expertise in Excel, Word, and financial modeling. You have strong analytical, quantitative, and organizational skills, with the ability to manage multiple priorities. You exhibit exceptional communication skills, including the ability to write clearly and persuasively. What Would Make You Stand Out: Extensive experience in securitization or capital markets is a significant advantage. Proven experience in loan workouts and/or lending. Demonstrated ability to influence and collaborate with senior stakeholders and clients. Why Choose Fitch: Hybrid Work Environment: 3 days a week in office required based on your line of business and location A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch's credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch Ratings you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work. Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. FOR CHICAGO: Expected base pay rates for the role will be between $135,000 and $170,000. Actual salaries will be determined on an individualized basis and may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base pay is one part of Fitch's total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, long-term incentives, and other benefits sponsored by Fitch. #LI-CW1 #LI-HYBRID Nearest Major Market: Chicago

Posted 30+ days ago

Morgan Stanley logo

Segment Reporting & Analytics Director/Avp (Investment Management Finance Group)

Morgan StanleyNew York, NY

$90,000 - $135,000 / year

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Job Description

We're seeking someone to join our Segment Reporting & Analytics Team as a Director in Investment Management Finance (IM Finance) to be involved in accounting, finance and process transformation, as well as calculating the Firm's P&L during the quarterly mark-to-market and multi-year forecast processes.

In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate/Director level position within the Financial Planning & Analysis job family, which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance. Additional responsibilities include expense allocation. FP&A is a contributor to the Firm's CCAR process.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

This is not a senior leadership role. Please submit application if you have 4-7 years of experience

What you'll do in the role:

  • Produce and review quarterly revenue and balance sheet forecasts including assumptions collection, input review, and model output review for all revenue components, assets and revenue-related expenses with the Private Real Assets, Private Equity and Credit businesses.
  • Calculation and delivery of estimates for Firm equity and carried interest to Firm's General Ledger, including variance analysis and management reporting.
  • Produce and review calculations and reporting that support certain quarterly external disclosures within the Firm 10K/Q.
  • Calculate and analyze investment sensitivity, design and produce reporting for key stakeholders, and other ad hoc requests from Senior management.
  • Weekly monitoring and forecasting of current quarter projected investment-related revenue, including public price / FX / private valuation estimates.
  • Generate and review quarterly look-through exposure and stress loss calculations for Firm Risk.
  • Support new product launches by developing an initial Firm forecast for the IM New Product Committee.
  • Work on the group's key Investments Platform enhancement project along with the BU and IM Technology team.
  • Collaborate with cross-functional teams to continuously improve financial processes and systems to enhance efficiency and accuracy.
  • Act as key liaison between FP&A, Business units, Firm Risk, and Corporate Accounting team.
  • Participate in ad-hoc projects and initiatives as needed.

What you'll bring to the role:

  • Preferred Bachelor's degree in Finance, Accounting, or a related field.
  • Desired 4+ years of work experience
  • Familiarity with Private Equity / Real Estate Fund structures, operations, and distribution waterfall
  • Desired technical skills in Microsoft Office applications (Excel, Powerpoint, PowerBI) and financial software applications, such as TM1
  • Excellent written and verbal communication skills, and ability to deal with colleagues/clients of all levels
  • Analytical mindset with attention to detail
  • Committed and self-motivated individual who can demonstrate initiative and problem solving abilities
  • Excellent organizational skills and the ability to work to and manage deadlines

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Job Posting Pay Range

Expected base pay rates for the role will be between $90,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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