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ORIX logo
ORIXDallas, TX

$225,000 - $250,000 / year

Purpose and Job Summary: ORIX Corporation USA's Infrastructure and Public Finance Group seeks a Director to conduct credit research and underwriting in its New York or Dallas office. The Director will underwrite private credit transactions, provide credit research for public market bond trades and will assist with portfolio management. Candidates should have 7+ years of experience in high yield US municipal bond, real estate, and/or infrastructure transactions. A background in private credit underwriting, including sectors such as healthcare, education, housing, land development and/or special tax districts is preferred. Experience providing credit support for primary and secondary market trading is also preferred. Essential Duties and Responsibilities: Lead due diligence on private credit transactions Independently draft investment applications Provide transaction structuring solutions for private credit opportunities Provide credit research and recommendations for public market bond purchases Communicate with investment committees and interact with the ORIX Risk team. Participate in portfolio monitoring Consistently deploy professional writing skills Review underwriting models for accuracy and quality Some travel is required Education, Skills and Experience: Required: Bachelor's degree from an accredited 4-year university 7+ years of experience underwriting high yield municipal, infrastructure or real estate credit Ability to manage credit underwriting tasks independently Effective written and verbal communication skills Proficiency with Microsoft Office and Bloomberg Ability to work collaboratively with a high-performance team Preferred: CFA or MBA is a plus. Annual base salary gross: 225,000 - $250,000 (NY only). The base salary range represents the estimated low and high end of the ORIX USA's salary for this position. Actual base salaries will vary and will be based on various factors, such as candidate's qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX USA's total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information. Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

Posted 30+ days ago

The Mosaic Company logo
The Mosaic CompanyTampa, FL
The Mosaic Company (NYSE: MOS) is the world's leading integrated producer of concentrated phosphate and potash-two of the three most important nutrients in agriculture. We employ more than 13,000 people in six countries to serve farmers all over the world. Our Headquarters is in Lithia, Florida with operations throughout North America (U.S./Canada) and South America. At Mosaic We Help the World Grow the Food it Needs- Apply today and join our team! Accounting & Finance Co-Op/Intern Where will you work: FishHawk site located in Lithia, FL Housing and relocation can be provided for qualified candidates. An Accounting & Finance Co-Op/Intern is responsible for assisting in completing the daily activities of the Accounting team. Our student opportunities allow you to learn from professionals in your discipline, offers competitive pay and opportunity to work with global leaders on exciting projects and much more. Term January 12 to April 24, 2026 Full time Co-Op/Internship. Hybrid, typically 40 hours a week. What will you do? Rotational assignments within Corporate Accounting including Inventory Costing, Revenue, Reporting, Leasing and Financial Analysis. Integrate into a real life work environment. Day-to-day work assignments could include data and cost analysis, posting journals, report writing, balance sheet reconciliations, and data management. Special projects will be assigned. Assist in monthly and quarterly closing responsibilities. Adhere to Mosaic's mission, guiding principles, and key behaviors. What do you need for this role? Junior or higher pursuing a bachelor's degree in accounting or finance Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook) and proficiency with visualization/reporting tools considered an asset. 2.75 GPA or higher 1-2 years of experience volunteering, working with student/school organizations, or work is required Previous internship or co-op experience is preferred. Reliable transportation- You will need to be able to travel to and from sites. Ability to work full time. Demonstrated ability to quickly learn and implement learned process, procedures, or software. Strong verbal, written and listening communication skills, including presentation skills. Ability to effectively work with employees at all levels within the organization and external customers, suppliers and vendors. Ability to maintain a clean work environment and comply with all safety and environmental policies. Demonstrated problem-solving and analytical skills. Strong organizational skills and attention to detail. Selected candidates will be required to successfully complete the following: Post-offer/pre-placement drug and alcohol screening, background check, physical, functional capacity examination. The physical demands described are representative of those that must be met by an employee to successfully perform the functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to safely perform the essential functions of the job without posing a direct threat to the safety of his or her own self, or the safety of others. Able to lift approximately 0-25 lbs. occasionally. Able to climb stairs and work at various heights. Able to distinguish varying or specific colors, patterns or materials. Able to hear, with or without correction. Able to read, write and understand basic English. Able to see, with or without correction. Able to use fine hand motor skills. Must be authorized to work in the United States.

Posted 5 days ago

PwC logo
PwCWashington, DC

$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, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 3 weeks ago

Creative Artists Agency logo
Creative Artists AgencyLos Angeles, CA

$129,000 - $148,000 / year

Job Description Who We Are Creative Artists Agency (CAA) is the leading entertainment and sports agency, with global expertise in filmed and live entertainment, digital media, publishing, sponsorship sales and endorsements, media finance, consumer investing, fashion, trademark licensing, and philanthropy. Distinguished by its culture of collaboration and exceptional client service, CAA's diverse workforce identifies, innovates, and amplifies opportunities for the people and organizations that shape culture and inspire the world. The trailblazer of the agency business, CAA was the first to build a sports business, create an investment bank, launch a venture fund, found technology start-up companies, establish a philanthropic arm, build a business in China, and form a brand marketing services division, among other innovations. Named Most Valuable Sports Agency by Forbes for eight consecutive years, CAA represents more than 2,000 of the world's top athletes in football, baseball, basketball, hockey, soccer, in addition to coaches, on-air broadcasters, and sports personalities and works in the areas of broadcast rights, corporate marketing initiatives, social impact, and sports properties for sales and sponsorship opportunities. Founded in 1975, CAA is headquartered in Los Angeles, and has offices in New York, Nashville, Memphis, Chicago, Miami, London, Munich, Geneva, Stockholm, Shanghai, and Beijing, among other locations globally. The Role As a SAP Finance Technical Analyst, you will be the primary technical resource for the SAP S/4 HANA Public Cloud system with secondary responsibilities within the Finance module. This role bridges tech and business teams, ensuring the performance, extensibility, and integration between SAP and connected systems meet organizational needs. You will work on technical configurations, integrations, and troubleshooting while adhering to SAP's Public Cloud standards and limitations. Key Responsibilities Technical SME: Act as the technical subject matter expert for SAP S/4 HANA Public Cloud. Collaborate with functional teams to analyze requirements and design technical solutions within the Public Cloud framework. Integration Specialist: Manage and support integrations using the SAP Integration Suite / CPI. Administer and monitor integrations for performance, error handling and processing. Manage configurations and settings in the SAP FIORI Launchpad. Support API management through SAP API Hub and integration scenarios. Custom Development: Leverage SAP in-app extensibility tools for minor customizations. Build and maintain CDS Views, custom Fiori applications and Analytical reports. Work within SAP BTP and SAP Build for side-by-side extensions when required. Build Forms within the SAP environment using Adobe Lifecycle Designer. Release and Transport Management: Admin and assist in release management, regression testing and system upgrades. Manage the release and export of transports. Managed software collections and ensure configurations are transported across the 3-system landscape. System Support: Provide ongoing technical support, issue resolution and performance tuning. Monitor system performance, application jobs and alerts using integrated tools. Schedule and manage background jobs via the Schedule Application Jobs app. Ensure compliance with SAP Public Cloud architecture principles, security policies and standards. User and Access Management: Create, maintain and deactivate business users and workers using Fiori apps like Maintain Business Users and Manage Workforce. Assign and manage business roles and restrictions to control read/write access to apps, data and functionality. Integrate with IRM and SAP Cloud Identity Services for authentication, onboarding and offboarding automation. Printing and Output Management: Configure printing infrastructure within SAP, including SAP Cloud Print Manager for pull integration scenarios, and handle output control for documents. Finance Configuration: Assist Senior Finance Analysts with finance configuration, issue resolution and workflow support. Excellent opportunity for a technical focused person to learn the finance module in SAP S/4 HANA Public Cloud. Qualifications Bachelor's degree in Computer Science, Information Systems, Engineering or a related field. Master's degree or relevant certification is a plus. 5+ years of overall SAP technical experience, with at least 1 year in SAP S/4 HANA Public Cloud. Proven experience with: o SAP BTP ( SAP Build, SAC, etc.) o SAP Fiori, UI5 and Key User Tools o SAP Integration Suite o Forms o CDS Views and RAP o Extension Methodologies for SAP Public Cloud Strong understanding of SAP Public Cloud constraints and extensibility best practices. Familiarity with SAP Activate Methodology Ability to read/debug ABAP and understand enhancement frameworks. Comfortable with Agile/Scrum/Kanban project management methodologies. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills, with a demonstrated ability to work effectively with cross-functional teams and stakeholders. Location This is a hybrid role in our Los Angeles office. Compensation The annual base salary for this position is in the range of $129,000 - $148,000 in Los Angeles, CA. This position is also eligible for benefits and a discretionary bonus. Ultimately, the salary may vary based upon, but not limited to, relevant experience, time in the role, business sector, and geographic location, among other criteria. Please talk with a CAA Recruiter to learn more. Creative Artists Agency, LLC (the "Company") is committed to a policy of Equal Employment Opportunity and will not discriminate on the basis of race (inclusive of traits historically associated with race, including hair texture and protective hairstyles), color, religion, creed, gender or sex (including pregnancy, childbirth, breastfeeding or related medical conditions), national origin, ancestry, age, physical disability, mental disability, medical condition, genetic information, family and medical care leave status, military or veteran status, marital status, family status, sexual orientation, gender identity, gender expression, political affiliation, an employee's or their dependent's reproductive health decision making (e.g., the decision to use or access a particular drug, device or medical service), or any other characteristic protected by applicable law. The absence of a permanent address is not a bar to employment. The Company does not discriminate against individuals based on housing status, including the absence of a fixed address. The Company also complies with the Americans with Disabilities Act and applicable state and local laws with regard to providing reasonable accommodation for qualified individuals with disabilities. CAA does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by CAA to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that CAA will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

Posted 30+ days ago

Insomnia Cookies logo
Insomnia CookiesPhiladelphia, PA
Insomnia Cookies is seeking a Director of Strategic Finance to be the primary finance partner to our Marketing, Growth, Operations, and Supply Chain leaders, driving the next phase of sustainable, profitable growth across the business. Reporting to the VP of Finance, you'll own revenue and margin analytics, pricing and promo strategy, investment management, and bakery profitability, while leading a high-performing team of two. SWEET POSITION PERKS: 4 Day Work Week (yuppp, we get every Friday off) Opportunity to be the architect of Insomnia Cookies' next chapter of growth. Competitive compensation package including base, bonus, and equity. Comprehensive benefits including health, dental, vision, and 401(k). A fun, entrepreneurial, and cookie-filled culture. Free cookies, branded swag and so much more! What You'll Do: *Strategic Business Partnership: Serve as the lead finance partner to Marketing, Growth, Operations, and Supply Chain-translating strategies into P&L impact and actionable recommendations. Revenue & Margin Management: Build and maintain a high confidence, cross-functional, and driver-based Revenue planning approachModel contribution margin at product, promo, store, and channel levels; surface actions to expand gross margin and 4-wall EBITDA.Stand up test-and-learn frameworks for campaigns, promos, and new launches Partner with Operations & Supply Chain to optimize COGS and inventory management Pricing & Promotion: Own the pricing playbook: elasticity models, competitive benchmarking, and guardrails.Design promo architecture to balance traffic, mix, and marginPublish post-event analyses with clear go/stop/scale guidance Business Development & Investment Cases: Support business case development and investment prioritization for Real Estate, Digital, and Marketing (e.g., new stores, remodels, assortment innovation, loyalty, data & AI).Create board-ready materials: succinct narratives, sensitivity analyses, and milestone KPIs; track actuals vs. case. Performance Management & Long-Range Planning: Lead annual plan and LRP for GTM & Operations: market sizing, store growth, channel mix, and productivity trajectories.Drive in-year accountability to plan Bakery (4-Wall) & Channel ProfitabilityElevate bakery-level reporting, tying 4-wall P&Ls to operational KPI performancePartner with operations leadership to conceptualize and operationalize growth and efficiencies drivers Drive field engagement and ownership of controllable P&Ls Team Leadership: Manage, coach, and develop 2 direct reportsBuild a culture of data-driven decision making and continuous improvement Qualifications: 7+ years of relevant experience; MBA preferred, not required Advanced Excel/Sheets modeling; familiarity with experimentation/measurement; experience in consumer, retail, CPG, QSR, or multi-unit businesses Strategic and analytical with a strong consumer & operator mindset-equally comfortable in the model and on the bakery floor Outstanding visual & verbal storytelling; you simplify complexity and influence senior leaders with clarity Executive presence and cross-functional credibility; a trusted thought-partner to GTM and Ops leaders Background may include strategic finance/FP&A, strategy, consulting, investment banking, or similar (corporate finance background helpful but not required) About us: Insomnia Cookies was founded in a college dorm room by then-student, Seth Berkowitz. Fast forward 20 years and so... many....cookies... later, our innovative bakery + delivery concept has become a cult brand known for its rabid following of cookie lovers who crave Insomnia's warm, delicious delivery all day and late into the night. With an expanding footprint of over 300 stores globally, an experiential, "sweet-easy" concept as the brand's flagship in Philadelphia, Pa. (where Insomnia Cookies is headquartered), and a rapidly-growing nationwide shipping and gifting portfolio... Insomnia Cookies is revolutionizing the cookie game by truly "Imagining What's Possible"!

Posted 30+ days ago

PwC logo
PwCAtlanta, GA

$155,000 - $410,000 / year

Industry/Sector FS X-Sector Specialism Finance Management Level Director Job Description & Summary At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. In enterprise performance management at PwC, you will focus on helping clients improve their financial performance and decision-making processes. You will analyse financial data, develop performance metrics and key performance indicators (KPIs), and design and implement performance management frameworks. You will be responsible for providing guidance on budgeting, forecasting, and financial planning processes to drive operational efficiency and achieve strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the FP&A Operations team you will assist clients in enhancing their financial planning and analysis functions to drive business insights and fulfill corporate objectives. As a Director, you will set the strategic direction, lead business development efforts, and maintain impactful executive-level client relations, making sure that quality and integrity remain at the forefront of our operations. This role offers the chance to mentor the upcoming generation of leaders while fostering an environment where innovative solutions thrive. Responsibilities Promote innovative solutions that align with corporate goals Maintain adherence to quality and integrity standards in operations Analyze financial data to provide actionable insights Foster a collaborative environment that encourages creative problem-solving What You Must Have Bachelor's Degree 8 years of experience What Sets You Apart Master's Degree in Business Administration preferred Experience leading planning processes and budget forecasting Demonstrating thought leadership in financial system implementations Integrating operational data into planning processes Designing enterprise reporting strategies and analytics Comprehending market-leading digital technologies for FP&A Leading teams to drive project outcomes and deliverables Identifying and addressing client needs effectively Demonstrating skills in project management tools and capabilities Understanding of market leading digital technologies and the impact / use for FP&A including analytical tools, AI, data warehousing, ERPs / general ledger, and EPM Experience leading or implementing market leading FP&A technologies including, but not limited to Oracle Planning and Budgeting Cloud Service (EPBCS / PBCS), OneStream, Anaplan, Tagetik, etc. Coding experience and/or Python skills Understanding of Agentic AI work Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $155,000 - $410,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 2 weeks ago

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

Posted 30+ days ago

B logo
BMO (Bank of Montreal)Miami, FL

$122,400 - $228,000 / year

Application Deadline: 11/29/2025 Address: 2915 Biscayne Blvd Job Family Group: Commercial Sales & Service Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Responsibilities: Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high-value client portfolios, driving cross-selling, retention, and profitability. Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales. Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: 7 to 10 years of relevant experience in Commercial Banking Equipment Finance Looking for candidates who have extensive knowledge and experience in the Florida Market and surrounding states Looking for experience with Direct Originators Candidates must have experience with end-to-end deals, initiation to close Candidates must have the ability to manage existing client relations and further enhance relations Candidates must have the ability to prospect and identify new clients Candidates must have the ability to assist Bankers with end-to-end deals Should have the ability to analyze and further improve pricing and products Bachelor's degree in Business Administration, Finance or Accounting preferred. Seasoned professional with a combination of education, experience and industry knowledge. Expert level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Customer Service Stakeholder Management Negotiation Customer Relationship Building Salary: $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 2 weeks ago

PwC logo
PwCPoznan, OH
Job Description & Summary PwC Poland's Microsoft team includes 100 specialists (programmers, architects, consultants, analysts and project managers). We deliver web applications and Power Platform, Dynamics 365 CE and Dynamics F&SCM solutions for our Polish and European clients. We engage in a variety of projects for industries such as financial, telecommunications, FMCG, banking, automotive, and other sectors. We work using ASP.NET MVC, .NET Core, Entity Framework/EF Core, SQL Server, Azure/AWS Stack, Web Api, Angular, JQuery, Azure DevOps among others. We deploy the most innovative Customer Experience solutions for our clients. We are looking for: Senior Microsoft D365 F&SCM Consultant (finance) Your future role: Playing an active role in the project team in definition of the optimized business processes, structured requirements analysis, providing input for project scope or product backlog, prioritizing the requirements, helping customers to define MVP and product roadmaps, Working (with the rest of the team) with the client (conducting workshops with the client, running demos, presenting or implementing solutions to customers), Configuring and making the solution working according to requirements, Delivering fit-gap analysis for the solution requirements with reference to standard capabilities of Microsoft Dynamics 365 Finance and SCM, Proactively sharing knowledge as well as introducing new people to the team and teaching others. Apply if you have: 5+ years of experience as a Microsoft Dynamics F&O (Dynamics AX) Consultant, with one end-to-end projects in portfolio, Ability to configure and parametrise the system, Understanding of customization patterns within Dynamics 365 Finance and Operations at the level allowing to specify custom solutions for developers, Experience in business processes including Finance, Manufacturing, Retail and Supply Chain is an asset, Ability to perform and document the results of business and system analysis (e.g. in form of users stories, processes, diagrams), Communication and presentation skills at least at the level to work within the delivery team, Creative approach for solving common challenges across projects, Self-starter attitude, Very good English. Nice to have: Proven track record of working with leadership teams to implement complex business requirements within Microsoft Dynamics 365 F&O or earlier versions, Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate will be considered as a serious advantage, Proven track of working with other leading ERP platforms, A self-motivated digital solutions enthusiast who thrives in a fast-paced environment, Experience in working in Agile projects. Experience in presales activities, valuation of customer requirements, presales presentations. By joining us you gain: Work flexibility - hybrid working model, flexible start of the day, workation, sabbatical leave, Development and upskilling - our full support during onboarding process, mentoring from experienced colleagues, training sessions, workshops, certification co/financed by PwC and conversations with native speaker, Medical and wellbeing program - medical care package, mindfulness, psychological support, education through dedicated webinars and workshops, financial and legal counseling, Possibility to create your individual benefits package (a.o. lunch pass, concierge, veterinary package for a pet, massages) and access to a cafeteria - vouchers, discounts on IT equipment and car purchase, 3 paid hours for volunteering per month, Additional paid Birthday Day off, And when you start enjoying PwC as much as we do, you may recommend your friend to work with us. Recruitment process: Apply, Talk to our recruiter on a short HR screening call, Get to know us better during an interview. Send your application today! In case you have any additional questions, contact us: pl_ITrecruitment@pwc.com. Your personal data will be processed for recruitment purposes by PwC Advisory spółka z ograniczoną odpowiedzialnością sp.k. or another PwC entity which runs a recruitment process - (list of entities). If you have given separate consent, data will also be processed for other purposes in accordance with the content of the consents granted. Full information about processing your personal data is available in the Privacy Policy. #LI-UD1 #LI-Remote

Posted 30+ days ago

S logo
Simple Business, IncBoston, MA

$98,800 - $179,500 / year

Simply Business is a digital insurance brokerage that specializes in one thing: protecting the businesses our customers are working hard to build. We're doing this by simplifying the insurance-buying process for all small businesses, blending together a combination of technology, data, and insurance knowledge. Our proprietary technology platform allows small business owners to easily search and compare quotes from over 20 top-rated insurance providers, customize their coverage, and purchase and access their policies - all online. Founded in the UK in 2005, Simply Business is an insurtech pioneer with nearly 20 years of experience supporting small businesses. Simply Business is passionate about building an outstanding product for our customers - one that empowers their entrepreneurial spirits. More importantly, we're doing it all while taking care of our people. We've consistently been named a best place to work, including most recently ranking in Built In's 2025 Best Companies to Work for in the US (Top 100), and Best Places to Work in Boston. We want team members who have the drive to challenge boundaries. If you're smart and passionate about delivering brilliant customer experiences, we'd love to hear from you. We are looking for a high caliber individual to bolster our finance team as a Finance Business Partner. In this role, you will be empowered to work closely with business leaders to drive action to achieve our ambitious growth targets with sound financial judgement. This role will align to support our Commercial functions, including our best-in-class insurance product offering, our in-house MGA team and our broad carrier panel. We are a team that thrives on deep and varied business knowledge combined with analytical expertise, and are looking for someone that excels in collaboration with stakeholders to challenge and help shape strategic direction. As a Finance Business Partner, you will: Support your business partners in all aspects of financial performance and longterm financial strategy, partnering to identify opportunities to accelerate growth and maximize value in a cost effective manner Lead in-depth analysis of business and financial trends to drive performance led discussions with stakeholders Monitor underwriting and financial performance of our MGA, including financial oversight of annual program renewals and exploration of expansion opportunities Monitor carrier and line of business financial performance, partnering with the carrier panel and insurance product teams to maximize our product offering while bolstering economics Lead financial evaluation of new commercial opportunities, including exploration of new payment methods, fees and alternate capacity arrangements Partner with product and analytics teams to improve customer segmentation within our offerings, to drive insights and unlock new product opportunities Provide financial oversight for SB profit share programs, collaborating with accounting team to ensure timely and accurate reporting and collection Develop a deep understanding of the mSME property & casualty insurance market,helping to identify underlying market trends and craft solutions to improve our commercial proposition to our growing customer base Oversee expense management for your respective functions, including contract review, expense reporting and regular headcount forecasting Develop strong relationships with functional leaders and key stakeholders, fostering tight collaboration to ensure financial goals are aligned to business objectives Lead the annual budgeting cycle for your assigned business functions, helping to set strategic priorities and develop financial targets on a short- and long-term Horizon Coordinate with other areas of the finance organization to share and improve on best practices, tooling, control structure and to support various change initiatives What we are looking for: Demonstrated ability to analyze complex data and turn into actionable insights Ability to communicate clearly and effectively to varying levels of stakeholders, including the ability to influence and manage through conflict Ability to work on multiple levels, supporting strategic vision setting and detailed analysis on a day to day basis Insurance experience strongly preferred; FPA experience in revenue driving functions is a must Experience in a cross functional and collaborative work environment Proficiency in excel, including development of complex financial models Deep experience with Looker, or other similar business intelligence tools A self-starter who is highly motivated and able to work autonomously in a fast-paced and changing environment Ability and desire to problem solve from identification through to solution A desire to challenge us! We want people who can come in and help shape the future of this business, not afraid to raise questions and help us improve Bachelor's degree with 5+ years of finance/accounting experience $98,800 - $179,500 a year The annual base salary range provided for this position represents a broad range of salaries for this role across the country. The identified range is what Simply Business reasonably and in good faith expects to pay for this position. The actual salary offered within this range for this position will be determined by a number of factors, including the geographic location of the successful candidate; the skills, education, training, credentials and experience of the successful candidate relative to the requirements of the role; the market data for this position in the specific work location; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees may also be eligible for performance-based cash incentive awards. Here are some of the great benefits and perks that come from being a Simply Business employee: Group plan for medical, dental, vision, and prescription drug coverage Short term disability, long term disability, and life insurance coverage Participation in the Company's bonus program-Participation in 401(k) plan with a 5% employer match Commuter benefits to help cut down on parking and public transit costs 25 days of vacation time plus 10 sick days and 10 company holidays A genuine investment in your learning and development-Regular team outings and volunteer opportunities An awesome office space A hybrid working model, giving our employees great choice and flexibility to work in a way that's best for their particular job, their teams, and their lives. Simply Business is an equal opportunity employer. We're committed to welcoming and helping employees grow within an inclusive & diverse culture. And that commitment starts with our interview process. Once you apply, your info will be reviewed by a team with a mix of levels and experiences. We pride ourselves on fostering a sense of community, which is only made stronger by each individual at SB, so you'll have the opportunity to meet a variety of people throughout the process. Get excited! Most of our first round interviews will take place over Zoom. In subsequent interviews, there may be an opportunity/expectation to meet team members in person. If it looks like you could be a good fit for the role, we'll ask you to interview on Zoom first regardless - you'll need WiFi and a laptop, or a 4G-enabled smartphone. If you don't have access to either of these, or you need support with your application, get in touch with us at [email protected]. Please email us with any questions or if you want to pause your application for a bit - we'll be happy to keep you updated on future opportunities like the one above. Want more info on working at Simply Business? Check out our careers page: simplybusiness.com/careers/

Posted 30+ days ago

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

Posted 30+ days ago

Geico Insurance logo
Geico InsuranceJackson, MS

$115,000 - $260,000 / year

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

Posted 30+ days ago

Overlake Hospital Medical Center logo
Overlake Hospital Medical CenterBellevue, WA

$250,000 - $600,000 / year

Welcome to a medical center where you're the center of attention. Pay range: Salary $250,000.00 - $600,000.00 This position reports directly to the President & CEO of Overlake Medical Center & Clinics. The actual compensation for this role will be based on competitive national benchmarks for similarly sized organizations. Our organization. Located in Bellevue, Washington, Overlake Medical Center & Clinics is a regional nonprofit healthcare system with a 349-bed hospital and a growing network of primary, urgent care and specialty care clinics. Our annual revenues are $860 million. We are privileged to deliver some of the most advanced, high-quality care in the Puget Sound region to 200,000 patients each year. We are also recognized as a Best Regional Hospital by U.S. News & World Report and one of the Top 150 Places to Work in Healthcare by Beckers Hospital Review. Your opportunity. Overlake's recent affiliation with MultiCare Health System made us the flagship of MultiCare's new North Puget Sound Region. This created an exciting opportunity to invest in new programs and services. If selected as our new CFO, you'll play a key role in evaluating future opportunities and building plans to fund them. You'll also work closely with our CEO and Executive Leadership Council to ensure financial stewardship throughout our organization. This will ensure that Overlake continues to provide exceptional, compassionate care for years to come. Our expectations. This is a job for a proven healthcare executive with passion, discipline and deep expertise. We're looking for someone who can improve and sustain operational efficiency without losing focus on the things that really matter -- quality, safety, care experience and employee engagement. To be considered, you'll need: 10+ years of progressively responsible finance experience A minimum of 5 years in healthcare finance leadership Demonstrated ability to drive financial accountability & reduce expenses MBA or MHA A CPA credential (current or previous) would be highly desirable. Want to know more? Contact Kim Giglio, Manager of Recruiting, at kimberly.giglio@overlakehospital.org Why join Overlake? We're proud to offer benefits that support you in every stage of your career and life. But it's our inspirational culture that has made us one of America's Top 150 places to work in healthcare for several years in a row. Local, visible leaders who care about you. A values-based work environment. Medical insurance premiums as low as $0 per month. Many Overlake services covered at 100%. Tuition reimbursement up to $10,000 per year. Generous retirement plan matching starting at 5% and increasing to 7% after five years with immediate vesting. Pre-tax and Roth after tax retirement savings plans. An expanded Employee Assistance Program. A caregiver support program to help with everything from childcare to eldercare. Free parking and Orca transit passes. If this sounds like an environment where you'll thrive, we'd love to hear from you. How much will this job pay? Posted pay ranges represent the entire pay scale, from minimum to maximum. For jobs with more than one level, the posted range reflects the minimum of the lowest level and the maximum of the highest level. Some positions also offer additional pay based on shift, certification or level of education. Job offers are determined based on a candidate's years of relevant experience and internal equity. If you have questions about Overlake's pay practices, employee benefits or the pay for a specific position, please contact HR@overlakehospital.org

Posted 30+ days ago

Fitch Ratings logo
Fitch RatingsChicago, IL

$80,000 - $85,000 / 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 currently seeking an Analyst to join the CMBS group in our Chicago office. About the Team: Fitch Ratings is a global company with a presence in over 30 countries, offering opportunities to work with diverse teams and clients from around the world An opportunity to be part of a team of analysts performing CRE analysis on securities loans Provide Fitch's opinions and perspectives to investors and other market participants on all North American CMBS transactions A team-oriented work environment How You'll Make an Impact: Identify and assess credit strengths and risks of commercial real estate properties, and the related loan structures in U.S and Canadian CRE markets, and property cash flow underwriting and valuations Use quantitative skills to analyze property and loan level characteristics and industry trends Communicate rating conclusions to credit committee Publish detailed transaction reports, rating commentaries and research reports You May be a Good Fit if: Hold a bachelor's degree Have at least 12 months of experience in underwriting, valuing, or working out commercial real estate, excluding internships Possess expertise in Excel and Word Demonstrate strong analytical, quantitative, and organizational skills with the ability to multitask Are familiar with commercial property types Exhibit effective communication skills, including strong writing ability Can shift fluidly between multiple projects as priorities change What Would Make You Stand Out: Securitization or capital markets experience a plus Loan workout and/or lending experience a plus 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 Dedication to Giving Back: Paid volunteer days, matched funding for donations, and ample opportunities to volunteer in your community 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 $80,000 and $85,000. 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 2 weeks ago

Geico Insurance logo
Geico InsuranceSacramento, CA

$115,000 - $260,000 / year

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

Posted 30+ days ago

P logo
Pilot.Com, Inc.Nashville, TN

$61,000 - $107,000 / year

The Role Pilot is building a first-of-its-kind, hybrid software/service solution to tackle the financial back office (bookkeeping, tax, CFO, etc.) so that founders and business owners can focus on building and running their businesses. We already work with 1700+ customers in the tech startup and SMB sectors, and we are expanding rapidly. The Finance Operations team partners with our customers to support them in their business goals. This team manages the bookkeeping and accounting back office needs to a portfolio of customers across a range of industries. You will leverage our advanced tech to eliminate common errors, deliver faster results, and deliver an elevated customer experience overall. Beyond that, your feedback is key to building our product, and you may have opportunities to support our R&D teams in building better accounting automation, more efficient workflows, or more intuitive designs for our customers. This is a hybrid role based in our Nashville Ops HQ, with the opportunity to apply to become remote upon demonstrated good performance. Key Responsibilities Leverage Pilot software to produce high quality books and financial reports Develop scalable and accurate accounting workflows to record a customer's financial activity accurately and efficiently Build strong relationships with and provide exceptional experience to a portfolio of customers Mentor and develop newer team members About You Need to haves: 5-7+ years in a finance, accounting, consulting or business role and B.S. or MS. in related field (i.e. Accounting, Business, Operations, Economics) Tech savvy and a fast learner - the institutions we work with, the software we utilize, and the customers we support change quickly, so we must learn and adapt quickly in response Highly organized and detailed with an eye towards process Demonstrated problem solving and critical thinking skills Can prioritize multiple tasks and appropriately escalate on a timely basis Contributes to a culture of inclusion and belonging on the team Willingness to mentor and coach newer or more junior members on the team Excellent verbal and written communicator Proficient in Excel/Google Sheets Nice to haves: Public accounting experience and/or industry accounting experience Management experience About Pilot Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business. Pilot has over 2,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. Our investors also include a long list of world-class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene. Our most recent funding round doubled our valuation to $1.2 billion- Meet Fintech's Newest Unicorn. Why Pilot? We invest in our employees' development and happiness because our employees are the keys to our success and ensuring happy customers The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox). Flexible vacation/time-off policy All federal holidays are observed Competitive benefits package including wellness benefits such as Modern Health, Headspace, One Medical, Aaptiv and Rightway Parental leave for birthing or non-birthing parents- 100% pay for 12 weeks 401(k) plan The base pay range target for the role seniority described in this job description is $61,000-$107,000 in Nashville, TN. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time or temporary positions. Pilot commits to provide a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot's recruiting notices here, including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policy here.

Posted 30+ days ago

Liberty Utilities logo
Liberty UtilitiesJoplin, MO
Analyst II, Rates and Regulatory Affairs (Accounting & Finance) LU Service Corp. Joplin, MO, US, 64801 Our purpose is sustaining energy and water for life, and it is demonstrated in everything we do as a business, and as an employee team. At Liberty, we hire passionate people who care about doing the right thing for our customers. We are entrepreneurial, creative, and outcome-focused. Here, your natural talent and achievements will flourish in an inclusive environment of teamwork, trust and continuous learning. We are always pursuing excellence to exceed our ambitions goals, rewarding both the goal outcome and how we achieve it. Purpose The Regulatory Analyst will report to the Director, Rates and Regulatory Affairs, and will undertake complex financial and operational research and analysis for priority regulatory projects or rate issues for Liberty's Central Region Utilities. Analysts will play a significant role in the preparation and implementation of required state and federal rate filings and various other regulatory filings. Have responsibility for specific calculations, reports, and analysis. May communicate with local regulatory authorities and other key stakeholders while ensuring that compliance requirements are met. This role will also provide decision support for various financial statement items, and monitor utility earnings or rates of return, to determine whether rate increases or decreases are necessary. Accountabilities Review and utilize the accounting records, operational data and financial records of the utility to complete various regulatory filings Work closely with Rates and Regulatory team members on various filings which include the preparation of supporting financial schedules and all supporting documentation. Plan and advise on the preparation and recording of rate case adjustments in conjunction with the Accounting and Budget department. Participate and prepare written regulatory filing activities such as providing support to expert witnesses and drafting testimony As designated, take responsibility for responding to data requests/requests for information from the various utility commissions along with requests from other stakeholders. Maintain an ongoing data base of compliance requirements. Review final commission decisions to identify new and ongoing compliance requirements which are being imposed on the regulated entity. Prepare compliance filings to ensure accuracy and timeliness with filing deadlines as required. Establishes and maintains productive relationships with regulatory authorities. Develop strategy to maximize rate recovery of prudently incurred capital and operating expenses Conduct analysis to advice company's management on emerging regulations and developments in industry. Review and interpret new and pending local laws and regulations, which potentially affect the organization's business practices, and coordinates the development or revision of policies, procedures, contracts, and agreements to ensure compliance. Monitor industry information regarding federal, state and applicable laws and regulations as they relate to filing requirements for regulated utilities. Update key management on regulatory changes, developments, and implications of new requirements on functional areas. Education and Experience This Regulatory Analyst position is ideally suited for a detail and goal oriented individual with several years of professional experience in a role that requires complex financial analysis, in a fast-paced environment. These analysis skills may come from a variety of backgrounds such as financial planning and analysis, accounting, audit, financial planning, and economics, and business data analytics. The Analyst must be comfortable interacting with third parties such as lawyers, consultants, and regulatory staff in multiple states, and peers in industry. Degree in Accounting, Audit, Finance, Economics, Statistics, Data Analytics or related field 0-3 years in a highly analytical role, preferably in a regulated environment Experience supporting regulatory filings and reporting preferred Detail-oriented and proficient in Microsoft Office, particularly in MS Excel Strong business insight with proven ability to develop strategic solutions to sophisticated problems. Ability to work under time constraints with firm deadlines. Demonstration of being a standout colleague who can think creatively. Some travel will be required Algonquin Power & Utilities Corp. is a growing renewable energy and utility company with over $15 billion of assets across North America and internationally. For more than 30 years, Algonquin has demonstrated an unwavering commitment to delivering clean energy and water solutions. Our rapid growth has led both our regulated utility services and renewable energy business groups into different geographies and commodities, but our purpose remains unchanged - Sustaining Energy and Water for Life. Through our operating business (Liberty), we provide regulated electricity, water, and natural gas utility services to over 1 million customer connections, primarily in North America. And, our growing portfolio of clean, renewable wind, solar, hydro and thermal power generation facilities represent over 3 GW of renewable generation capacity in operation and under construction. With our robust, diversified, and growing presence in communities across North America and internationally, we are continually demonstrating our "Think Global, Act Local" business model. What we offer Company funded Pension program 401k with Company match Full insurance benefits (health/dental/vision/life) Collaborative environment with a genuine flexible working policy Share purchase/match plan Defined Contribution savings plan Top Talent Program Volunteer paid days off Employee Assistance Program Achievement fund We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not certain you meet the all the qualification requirements, we encourage you to apply to further investigate the opportunity. We are an equal opportunity employer and value each person's unique background, diversity, experiences, perspectives and talents. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all of our employees and expect each of our employees to honor this commitment in their daily responsibilities. Nearest Major Market: Joplin

Posted 4 days ago

AES Corporation logo
AES CorporationIndianapolis, IN
Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a Fortune 500 company that's leading the charge in the global energy revolution. With operations spanning 14 countries, AES is committed to shaping a future through innovation and collaboration. Our dedication to innovation has earned us recognition as one of the Top Ten Best Workplaces for Innovators by Fast Company in 2022. And with our certification as a Great Place to Work, you can be confident that you're joining a company that values its people just as much as its groundbreaking ideas. AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023, we have the resources and expertise to make a significant impact as we provide electricity to 25 million customers worldwide. As the world moves towards a net-zero future, AES is committed to meeting the Paris Agreement's goals by 2050. Our innovative solutions, such as 24/7 carbon-free energy for data centers, are setting the pace for rapid, global decarbonization. If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a cleaner, more sustainable future - we're powering it. Apply now and energize your career with a true leader in the global energy transformation. Reporting to the Treasurer of the AES US Utilities ("US Utilities"), the corporate finance team is responsible for the planning, execution, reporting, administration and compliance for all US Utilities capital markets financing transactions including, but not limited to, bank credit facilities, public bonds, private placements, and tax-equity. The corporate finance department oversees capital strategy and is responsible for managing banking relationships and serves as the primary interface with the rating agencies. The US Utilities business unit is comprised of our two US utilities, AES Indiana and AES Ohio. Key Responsibilities: Management and administration of debt facilities and tax-equity partnerships, including the ongoing compliance Support execution of financing transactions in coordination with finance & accounting groups, project teams, and external counsel, lenders, and advisors as needed Develop presentations and reports as needed Support SEC filings, including 10-K and 10-Q filings Support regulatory filings Support the development of the capital strategy and liquidity planning framework Create and maintain liquidity and debt forecasting models and analysis Create and maintain internal rating agency models and analysis Manage data rooms and due diligence processes for financing transactions Review, analyze, and summarize various financing proposals from banks and advisors Execute ad-hoc financial/quantitative analysis and various reporting requests in support of senior management and potential M&A opportunities Prepare detail-oriented analysis and high-quality presentation materials as directed Desired Experience and Skills: Undergraduate degree with focus in business, finance, economics, or accounting MBA and/or CFA a plus 2-4 years of relevant professional experience in corporate finance, treasury, financial planning, accounting, or banking; previous experience with loan documentation a plus Demonstrable knowledge of financial and economic theory, including working knowledge of financial statements Extensive knowledge and capabilities to work in Microsoft Word, Power Point, and Excel, including experience working in corporate/project-finance models Self-starter with ability to work independently and with a team in a fast-paced and high-volume environment with emphasis on accuracy and timeliness Highly organized team player - can easily respond to changes in work scope / deadlines as priorities shift Outstanding communication (written and verbal) and interpersonal skills Highly motivated to learn financial concepts and build out group's skillset Strong organizational and time management skills Positive attitude and an ability to adapt to changing projects and operations AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.

Posted 1 week ago

PwC logo
PwCColumbus, OH

$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, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 3 weeks ago

CareOregon logo
CareOregonPortland, OR

$259,290 - $316,910 / year

Senior Vice President, Finance -------------------------------------------------------------- Job Summary This position is responsible for building, oversight, and growth of a customer centered Finance organization. Areas of oversight include accounting, financial reporting, financial planning, actuarial analysis, rate development, risk revenue, and procurement. Primary duties include strategic leadership, planning, and relationships, financial management and guidance, and development and oversight of effective teams. This is a hybrid role that will require you to into the downtown Portland office 2-3 days a week. Estimated Hiring Range: $259,290.00 - $316,910.00 Bonus Target: Bonus - SIP Target, 10% Annual Current CareOregon Employees: Please use the internal Workday site to submit an application for this job. -------------------------------------------------------------- Essential Responsibilities Technical/Strategic Leadership Provides strategic leadership across financial functions in support of Medicaid, Medicare, and other populations. Liaisons with transformation planning team, on topics including roadmap development and goal prioritization. Identifies and oversees financial investments and costing decisions aligned with organizational strategic priorities. Ensures effective operations and measurements, including compliance and regulatory reporting of required activities under contract. Oversees effective execution of the organization's budgeting and forecasting activities, actuarial analyses, accounting operations, financial reporting, risk adjustment and procurement functions. Supports emerging opportunity assessments involving the creation or onboarding of new organizations or new strategic partnerships. Advises executive leadership on emerging market trends and best practices for financial operations. Promotes a culture of continuous improvement, service, and accountability while developing staff and leaders. Serves as Executive Sponsor for key projects and initiatives. Strategic Planning Actively and regularly participates in strategic planning and collaboration at the organizational level. Provides counsel to the organization's executive leadership on short and long-term planning. Leads the development of vision and goals for areas of oversight. Maintains a deep understanding of CareOregon operations and strategic functions, their strengths as well as internal or external threats. Financial/Resource Management Develops, proposes, and oversees budgets in alignment with strategic planning and organizational needs. Counsels on financial and labor allocations across the organization, including people, finances, and timelines. Relationship Management Develops, implements, and manages strategic relationships with stakeholders. Ensures strategic messages are regularly and effectively relayed to appropriate internal and external stakeholders. Collaborates with other departments in the development and implementation of new care models that requires ongoing clinical support and innovation. Employee Supervision Directs teams and establishes team direction and goals in alignment with the organizational mission, vision, and values. Identifies work and staffing models; recruits, hires, and oversees a team to meet work needs, using an equity, diversity, and inclusion lens. Identifies department priorities; ensures employees have information and resources to meet job expectations. Leads the development, communication, and oversight of team and individual goals; ensures goals, expectations, and standards are clearly understood by staff. Manages, coaches, motivates, and guides employees; promotes employee development. Incorporates guidance from CareOregon equity tools into people leadership, planning, operations, evaluation, budgeting, resource allocation, and decision making. Ensures team adheres to department and organizational standards, policies, and procedures. Evaluates employee performance and provides regular feedback to support success; recognizes strong performance and addresses performance gaps and accountability (corrective action). Performs supervisory tasks in collaboration with Human Resources as needed. Organizational Responsibilities Perform work in alignment with the organization's mission, vision, and values. Support the organization's commitment to equity, diversity, and inclusion by fostering a culture of open mindedness, cultural awareness, compassion, and respect for all individuals. Strive to meet annual business goals in support of the organization's strategic goals. Adhere to the organization's policies, procedures, and other relevant compliance needs. Perform other duties as needed. Experience and/or Education Required Minimum 10 years' related experience, including emphasis in the areas of strategic leadership, financial management, relationships and building effective teams Minimum 5 years' experience in the managed care or healthcare industry Preferred Minimum 5 years' experience in a supervisory position Minimum 5 years' experience specific to Medicaid and Medicare plans Knowledge, Skills and Abilities Required Knowledge Excellent knowledge of and leadership skills across multiple finance functions, including accounting, financial reporting, financial planning, forecasting, actuarial analysis and risk adjustment Expert understanding of financial structures, fiscal responsibility, and the economic impact of business decisions Strong understanding of managed care, health care, and relevant regulatory systems Skills and Abilities Leadership effectiveness and ability to design and implement constructive change Ability to negotiate and execute complex contractual relationships to align with specific corporate initiatives, strategies, goals, and objectives Exceptional relationship-building skills to promote an open and positive atmosphere Excellent presentation skills; ability to speak clearly and persuasively in positive or negative situations Ability to effectively communicate verbally and in writing organizational mission, vision, and goals to all levels of the organization Ability to develop and lead high performing teams, including hiring, goal setting, coaching, performance management, and development Ability to make complex and timely decisions, exhibiting sound and accurate judgment Strong analytical and problem-solving skills Ability to work effectively with diverse individuals and groups Ability to learn, focus, understand, and evaluate information and determine appropriate actions Ability to accept direction and feedback, as well as tolerate and manage stress Ability to see, read and hear for at least 6 hours/day Ability to speak clearly and perform repetitive finger and wrist movement for at least 3-6 hours/day Working Conditions Work Environment(s): ☒ Indoor/Office ☐ Community ☐ Facilities/Security ☐ Outdoor Exposure Member/Patient Facing: ☒ No ☐ Telephonic ☐ In Person Hazards: May include, but not limited to, physical and ergonomic hazards. Equipment: General office equipment Travel: May include occasional required or optional travel outside of the workplace; the employee's personal vehicle, local transit or other means of transportation may be used. Work Location: Work from home We offer a strong Total Rewards Program. This includes competitive pay, bonus opportunity, and a comprehensive benefits package. Eligibility for bonuses and benefits is dependent on factors such as the position type and the number of scheduled weekly hours. Benefits-eligible employees qualify for benefits beginning on the first of the month on or after their start date. CareOregon offers medical, dental, vision, life, AD&D, and disability insurance, as well as health savings account, flexible spending account(s), lifestyle spending account, employee assistance program, wellness program, discounts, and multiple supplemental benefits (e.g., voluntary life, critical illness, accident, hospital indemnity, identity theft protection, pre-tax parking, pet insurance, 529 College Savings, etc.). We also offer a strong retirement plan with employer contributions. Benefits-eligible employees accrue PTO and Paid State Sick Time based on hours worked/scheduled hours and the primary work state. Employees may also receive paid holidays, volunteer time, jury duty, bereavement leave, and more, depending on eligibility. Non-benefits eligible employees can enjoy 401(k) contributions, Paid State Sick Time, wellness and employee assistance program benefits, and other perks. Please contact your recruiter for more information. We are an equal opportunity employer CareOregon is an equal opportunity employer. The organization selects the best individual for the job based upon job related qualifications, regardless of race, color, religion, sexual orientation, national origin, gender, gender identity, gender expression, genetic information, age, veteran status, ancestry, marital status or disability. The organization will make a reasonable accommodation to known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the operation of our organization.

Posted 1 week ago

ORIX logo

Director, Municipal Finance

ORIXDallas, TX

$225,000 - $250,000 / year

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Job Description

Purpose and Job Summary:

ORIX Corporation USA's Infrastructure and Public Finance Group seeks a Director to conduct credit research and underwriting in its New York or Dallas office. The Director will underwrite private credit transactions, provide credit research for public market bond trades and will assist with portfolio management. Candidates should have 7+ years of experience in high yield US municipal bond, real estate, and/or infrastructure transactions. A background in private credit underwriting, including sectors such as healthcare, education, housing, land development and/or special tax districts is preferred. Experience providing credit support for primary and secondary market trading is also preferred.

Essential Duties and Responsibilities:

  • Lead due diligence on private credit transactions
  • Independently draft investment applications
  • Provide transaction structuring solutions for private credit opportunities
  • Provide credit research and recommendations for public market bond purchases
  • Communicate with investment committees and interact with the ORIX Risk team.
  • Participate in portfolio monitoring
  • Consistently deploy professional writing skills
  • Review underwriting models for accuracy and quality
  • Some travel is required

Education, Skills and Experience:

Required:

  • Bachelor's degree from an accredited 4-year university
  • 7+ years of experience underwriting high yield municipal, infrastructure or real estate credit
  • Ability to manage credit underwriting tasks independently
  • Effective written and verbal communication skills
  • Proficiency with Microsoft Office and Bloomberg
  • Ability to work collaboratively with a high-performance team

Preferred:

CFA or MBA is a plus.

Annual base salary gross: 225,000 - $250,000 (NY only). The base salary range represents the estimated low and high end of the ORIX USA's salary for this position. Actual base salaries will vary and will be based on various factors, such as candidate's qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX USA's total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

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