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Senior Analyst, Strategic Finance-logo
Senior Analyst, Strategic Finance
YextNew York, NY
Yext (NYSE: YEXT) is the leading digital presence platform for multi-location brands, with thousands of customers worldwide. With one central platform, brands can seamlessly deliver consistent, accurate, and engaging experiences and meaningfully connect with customers anywhere in the digital world. Our AI and machine learning technology powers the knowledge behind every customer engagement, which is only possible through our team of innovators and enthusiastic collaborators. Join us and experience firsthand why we are consistently recognized as a ‘Best Place to Work’ globally by industry leaders such as Built In, Fortune, and Great Place To Work®! The Strategic Finance team's mission is to enable Yext's efficient growth in a rapidly changing technology landscape. We operate across the full spectrum of financial strategy, from long-range planning, to performance analysis, supporting executive decision-making on capital allocation, and investor relations. Reporting to the VP of Strategic Finance, you will be responsible for R&D FP&A functions in addition to long term corporate strategic projects. What You’ll Do Act as the finance business partner and P&L owner for the R&D organization, working closely with R&D leadership to enhance operational accountability, and drive rigor across a significant portion of the company’s expenses  Own the budgeting and forecasting process for R&D, including monthly close, rolling forecasts, annual planning, and variance analysis Develop and manage financial models to support Yext’s strategic investments and key initiatives Partner with cross-functional teams to provide analytical support and financial rigor around key strategic and operational decisions Drive alignment on KPIs and metrics to track team-specific and company-wide trends, growth initiatives, business performance Understand and analyze the levers that drive Yext’s long-term financial trajectory Assist with capital planning efforts, corporate finance, and investor relations Prepare presentations and key reporting to the Board of Directors and Executive Team What You Have Bachelor's Degree or similar college level education in Finance, Business, Economics or another quantitative field 4-6 years of experience in finance at a tech/tech-adjacent company, investment banking, consulting or a related field Power user of Excel/G Sheets. Experience using financial planning applications like Anaplan is a plus. Experience with business intelligence such as Tableau is a plus. Ability to develop strong relationships with business partners at all levels of the organization Proactive, self-motivated professional with an exceptional analytical skillset and a track record successfully building complex financial models from the ground up. Familiarity working with and articulating financial and accounting concepts Experience driving corporate or department level strategic analysis and initiatives is highly preferred Strong written and verbal communication skills and proven ability to effectively communicate complex concepts in a succinct, clear manner #LI-JF1 Pay ranges at Yext are established based on an analysis of salaries for positions with a similar level of accountability and impact in the relevant labor market. Salary levels are expected to change to reflect an employee’s job performance (results and impact) over time. Salaries at the time of hire are typically offered in the lower to middle of the above-referenced range in order to provide the opportunity to reflect performance-based increases over time. In addition to base salaries, employees at Yext are typically eligible for a comprehensive package of benefits including medical, dental and vision benefits; life insurance; short term and long-term disability; 401(k) retirement plan; and vacation and sick leave. Successful candidates may also be eligible for equity (stock) based compensation and/or variable pay programs based on performance relative to goals and targets. Annual Base Pay Range $88,650 — $140,000 USD Yext is committed to building an inclusive and diverse culture where every person is seen, heard, and valued. We believe in equal employment opportunity and welcome employees and applicants of all races, colors, ethnicities, religions, creeds, national origins, ancestries, genetics, sexes, pregnancy or childbirth, sexual orientations, genders (including gender identity or nonbinary or nonconformity and/or status as a trans individual), ages, physical or mental disabilities, citizenships, marital, parental and/or familial status, past, current or prospective service in the uniformed services, or any characteristic protected under applicable law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. It is Yext’s policy to provide reasonable accommodations to people with disabilities as required by law. If you have a disability that requires an accommodation in completing this application, interviewing, or participating in the employee selection process, please complete this form .

Posted 30+ days ago

Head of Finance-logo
Head of Finance
Zoe FinancialNew York, NY
About The Firm Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund.  In addition, former and current operators from JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash are part of the cap table.  Its accolades include Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar's Fintech Startup of the Year 2019, ThinkAdvisor Luminaries' 2024 Industry Disruption Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product.  The New York-based company has a strong leadership team with over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merrill Lynch, and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and board. We have offices in New York and Bogota, Colombia. About the Role We're looking for a strategic and hands-on Head of Finance to report directly to the CEO and join our leadership team. This person will build and lead our finance function as we scale.  You will:  Oversee all accounts, ledgers, and reporting systems, ensuring compliance with appropriate GAAP standards Manage cash flow and forecasting; direct financial accounting. Monitor and participate on the implementation of strategic business plans Manage relationships with investors and stakeholders. Prepare and present financial reports to the board of directors and external stakeholders. Where necessary, lead fundraising initiatives, including equity and debt financing. Location: NYC (Work 5 days a week in Midtown office) Reports to: CEO Level: Head of We're excited about you because… You don't just report numbers—you help your team make better decisions with them. You're energized by the idea of building a finance function from the ground up. You're naturally curious and always asking: “How can we do this smarter?” You bring candor, integrity, and a no-ego mindset to cross-functional collaboration. You're comfortable navigating ambiguity and know how to prioritize in a world where everything feels important. You want your work to matter—and you're drawn to our mission of helping people grow and protect their wealth. You have a high level of attention to detail and organizational skills.  You'll love working at Zoe because we… Are a successful, well-funded, fast-growing company with a start-up work vibe. Are passionate about our clients and live/breathe the client experience. We hire A players. So you will be surrounded by the ‘Navy Seals' of their craft that will push you to improve Are a technologically and data-driven business. Offer competitive salaries and equity. Are at the forefront of tech & finance, redefining personal finance. Believe in autonomy & take the initiative. Requirements: 5–12 years of experience in finance roles. Ideally a mix of startup and investment banking, FP&A, or VC/PE-backed companies Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA preferred. Strong modeling and analytical skills—you know how to turn data into strategy Nice to Have:  Bonus: Familiarity with RIA, fintech, or regulated financial services environments Benefits: Compensation includes a competitive base salary, bonuses, and addition to stock options. Healthcare, Dental & Vision Coverage Commuting & Gym benefits  401(K) As an early member of our team, you'll have a rare opportunity to influence the culture of a fast-growing company. Two weeks PTO

Posted 30+ days ago

Senior Analyst Finance - Venue Operations-logo
Senior Analyst Finance - Venue Operations
Madison Square Garden, Inc.Las Vegas, NV
Madison Square Garden Entertainment Corp. (MSG Entertainment) is a leader in live entertainment, delivering unforgettable experiences while forging deep connections with diverse and passionate audiences. The Company's portfolio includes a collection of world-renowned venues - New York's Madison Square Garden, The Theater at Madison Square Garden, Radio City Music Hall, and Beacon Theatre; and The Chicago Theatre - that showcase a broad array of sporting events, concerts, family shows, and special events for millions of guests annually. In addition, the Company features the original production, the Christmas Spectacular Starring the Radio City Rockettes, which has been a holiday tradition for 90 years. More information is available at www.msgentertainment.com. Who are we hiring? The Senior Financial Analyst is responsible for Financial Planning and Analysis functions supporting Venue Operations with a focus on Building, Food, Beverage, Merchandise and Parking for events. This includes assisting with the annual budget, monthly forecasts as well as month-end reporting and analysis. This role will work closely and support the operations teams for each respective area to ensure all material variances are known and reported on monthly management reporting packages. What will you do? Assist with creation and ongoing tracking of annual budgets and monthly forecasts for Building Event, Operating, and Capital expenses collaborating with all Venue Operations departments and leaders. Prepare Food, Beverage & Merchandise post-event flash reports, product, quantity, sales & ad hoc analyses, as well as year to date weekly actual vs budget revenue reporting. Work with Venue Departments to collaborate with P&L teams on achieving labor, cost of goods, and revenue balance. Support venue teams' labor tracking and future planning by analyzing department staffing levels and ensuring hourly staff is allocated appropriately in accordance with event and/or maintenance budgets. Support monthly tracking and ad hoc analysis for Parking revenue and expenses by event including compiling data from multiple internal and external sources and providing reports to stakeholders. Collaborate with Accounting to ensure accurate monthly financial results. Assist with monthly accruals and investigate variances versus Budget Prepare event estimates for internal special events and support other event budget creation requests as necessary. Utilize financial planning software as necessary to support information requests Assist Director and Manager Finance where needed with other departments including, Venue Operations (non-events), Office Services and Development/Construction What do you need to succeed? Minimum of 3+ years of Accounting or Financial Planning and Analysis experience or similar role Bachelor's degree preferred in Finance/Accounting or related field Strong communication and analytical skills Ability to work independently to meet tight deadlines Prior knowledge of facilities finance or financial accounting a plus, including union/part time labor, food and beverage Ability to perform detailed comparative financial analysis and present summary findings to Executive Management in a logical and concise manner Strong MS Excel and PowerPoint skills required Strong technical skills with financial software including Oracle EPBCS/Smartview and Coupa applications are preferred, but not necessary #LI-Onsite Pay Range $75,000-$100,000 USD At MSG, we recognize the importance of upskilling employees' talents and strengths so they can drive their careers forward. We are proud to offer a robust set of tools and resources to help employees understand their interests and purpose, harness their talents and obtain the skills they need to reach the next step in their careers. Growth and longevity for our employees are top priorities here. We value diversity and are looking for extraordinary employees of all backgrounds! MSG is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, sexual and reproductive health choices, national origin, citizenship, age, genetic information, disability, or veteran status. In addition to federal law mandates, MSG complies with all applicable state and local laws governing nondiscrimination in all locations and will consider requests for reasonable accommodations as required.

Posted today

Finance Manager-logo
Finance Manager
IMAX CorpPlaya Vista, CA
With over 50 years of history as a global innovator in entertainment technology, IMAX is the gold standard in immersive entertainment. We are the go-to, end-to-end premium technology platform for the world's greatest filmmakers and creators - giving them the tools to realize their visions to the fullest. As a result, IMAX attracts the most skilled and accomplished professionals in entertainment and technology. Our global teams merge technical, creative and operational expertise, deep industry relationships spanning the world, and an agile, entrepreneurial approach that prioritizes quality and innovation. Our success is driven by our people. We cultivate our unique culture by fostering strong team connections, recognizing and rewarding excellence, and creating a workplace that empowers success. By working together in service of our mission, we push the limits of human imagination and transcend the ordinary. Job Description: About the Role: We are seeking a strategic, analytical, and detail-oriented Marketing Finance Manager to optimize the operational and financial performance of our marketing organization. This role will partner with marketing budget owners, procurement, and external vendors to ensure marketing investments are aligned with business objectives and executed efficiently. Most importantly, this role will play a vital role in supporting cost control and project administrative accounting. Key Responsibilities: Strategic Planning, Data & Performance Insights Contribute to the annual marketing planning process, aligning budget allocations with strategic priorities. Analyze campaign performance and market trends to support strategic decision making. Support scenario modeling, cost-benefit analyses, and quarterly business reviews (QBRs). Collaborate with Digital Marketing on ROI correlation modeling vs. ticket conversion and performance tracking. Collaborate with Film Marketing team on ROI correlation modeling vs. Marketing Spend. Budget & Finance Management Strong Partnership with Finance and Accounting to manage marketing budget, forecast spending, and track actuals vs. plan. Partner with marketing budget owners for monthly and project budget reconciliations. Support the preparation of financial reports, tracking department/project costs, and maintaining accurate records. Oversee invoice processing and accrual submissions by marketing coordinators, ensuring and educating on IMAX best practices throughout the process. Lead monthly budget reconciliation and variance analysis across all marketing channels and initiatives. Evaluate investment decisions and ensure marketing spend delivers measurable business impact. Act as the central hub for all marketing budgets, reforecasting, and spends. Marketing Operations Manage and improve marketing finance processes, tools, and workflows to drive efficiency and transparency. Generate financial reports and dashboards to provide visibility into budget tracking, ROI, and variance explanations. Create and monitor ongoing resourcing and budget tracking processes across marketing departments. Help with resource forecasting, including budget, tools, and headcount planning for future marketing needs. Provide support for managing and tracking e-commerce budget and proforma, with monthly reporting and reconciliation in partnership with finance. Partner with Creative Operations and department leads to create operational efficiencies within marketing. Qualifications: Bachelor's degree in marketing, finance, business administration, or related field (MBA a plus). 5+ years of experience in marketing finance, marketing operations, or related role. Strong understanding of financial planning with general knowledge of marketing and digital channels. Strong experience working closely with Financial Planning & Accounting teams. Advanced proficiency in Excel and financial modeling; experience with tools like marketing automation platforms and SAP is a plus. Excellent organizational, analytical, and communication skills. Ability to influence cross-functional teams and manage multiple projects in a fast-paced environment. Targeted Hiring Range: $85,000 - 120,000 USD Compensation: 75,599.00 - 120,000.00 At IMAX, you will be part of a culture built on respect - we are committed to creating a welcoming and diverse atmosphere across our organization. For consideration, please apply online. We thank all applicants for their interest in IMAX but only those selected for an interview will be contacted. IMAX will consider for employment all qualified applicants, including those with criminal histories, or arrest or conviction records, in a manner consistent with applicable state and local laws, including the City of Los Angeles' Fair Change Initiative For Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act, where applicable.

Posted today

Portfolio Manager- Equipment Finance-logo
Portfolio Manager- Equipment Finance
Huntington Bancshares IncMinnetonka, MN
Description Summary: The Equipment Finance Portfolio Manager analyzes, assesses, and documents the critical components of a credit decision. This role conducts industry and company research, prepares accurate and timely credit approval documentation, and participates in and/or decisions credit approval presentations. The Equipment Finance Portfolio Manager proactively evaluates credit decisions and opportunities to mitigate associated business risks relying on established Huntington policies, procedures and legal and regulatory requirements. In addition, this position owns primary responsibility for underwriting quality and works closely with Equipment Finance Sales Executives and Regional Credit Officers. Duties and Responsibilities: Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Equipment Finance Sales Executives, and Regional Credit Officer Utilizes Huntington National Bank's (HNB) financial spreading software to analyze year end and interim financial statements Utilizes the Bank's risk rating model Prepares credit approval document Assesses the primary risks of the credit extension and the nature of the mitigating factors. Accurately and appropriately analyzes financial statements, calculates cash flow coverage, leverage, and other relevant financial ratios; discusses deal-specific cash flow modifications and determines for reasonableness Presents underwriting document incorporating financial, business, industry and risk analysis in a concise effective manner Manages delinquencies, collateral exceptions, portfolio reviews, specialized reporting, annual reviews, criticized loans, etc Performs other duties as assigned Basic Qualifications: Bachelor's Degree 3+ years of experience in portfolio or relationship management in commercial banking and/or equipment finance Preferred Qualifications: Has successfully held similar role with a Bank-owed equipment finance organization or like experience Demonstrated success structuring, underwriting and decisioning commercial credit Sharp analytical and decision-making skills Proficiency using Microsoft Word and Excel Strong organizational, verbal and written communication skills Strong interpersonal skills and solid written/verbal communication Strong attention to detail Proficiency with Moody's spreading software Ability to prioritize workflow and multi-task in a fast-paced environment CLFP designation #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - 113,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted today

Finance Manager-logo
Finance Manager
Grid UnitedHouston, TX
The Organization Grid United is a mission driven company aiming to solve the largest barrier to a more reliable, resilient and affordable grid by developing new long haul electric transmission lines in the United States. Established in 2021 by proven industry leaders, Grid United is developing utility-scale electric multi-state transmission projects that will provide long-term economic benefits to communities across the country, improve grid resiliency for our homes and businesses, and save costs for electricity consumers. More information about the company can be found at www.gridunited.com The Position Grid United has numerous large-scale transmissions projects underway and is currently identifying and studying additional prospective projects across North America. With patient capital backing and led by experienced energy veterans, Grid United is in a fast-growth stage, boasting a purpose-built team of motivated and entrepreneurial talent, and we are looking to expand with power and project finance talent.  This is an exciting opportunity to help Grid United commercialize and finance the company's innovative transmission projects. The Finance Manager position is in Houston, TX. Grid United is located in downtown Houston and has a one-day/week work from home policy in order to support and attract the best talent. This role reports to a VP of Finance. Please apply if you possess 70% or more of the required skills described below. Key Responsibilities & Outcomes: Create and maintain the financial modeling for project-level forecasting, including calculating project valuations and returns, pricing a variety of revenue structures, and associated sensitivity analyses Build and update the corporate financial model including projections and modeling various financing and commercial arrangements Provide input and work with cross-functional teams to compile project-level budgeting Develop and manage consolidated budgeting projections on a corporate level to support strategic capital planning Conduct deep due diligence for potential acquisitions, including thorough market analyses, transaction structuring, and valuation analyses Provide financial support to commercial contract negotiations Prepare investment presentations and memos regarding new investment opportunities with the opportunity to participate in management discussions around potential investments and strategic imperatives Monitor and analyze market trends, regulatory developments, and industry dynamics to identify potential opportunities and risks Collaborate with internal and external cross-functional team members (e.g. project developers, market and commercial analytics, land, engineering, environmental, interconnection, accounting, legal, etc.). Desired Experience and Skills: Bachelor's degree highlighting a record of success Minimum 3+ years prior work experience in a related financial, energy, investment banking and/or private investment role. The ideal candidate will have 3-5 years of experience across power and utilities investment banking and infrastructure private equity, with strong project finance modeling skills Very strong quantitative skills and deep modeling experience A passion for collaborative, team-based work with a hands-on entrepreneurial approach to investing and business growth Strong ambition to learn the cutting edge of the power industry and transmission development Excitement to understand, model, and evaluate a variety of commercial and financial structures, including novel structures to enable the company's innovative transmission projects Strong interpersonal skills and ability to build relationships and work with professionals around the organization Exceptional organizational skills, including the ability to multi-task efficiently with constant regard for accuracy and attention to detail Detail-oriented work style with an ability to work in a high-pressure environment without sacrificing quality Strong work ethic, persistence, and an ability to quickly grasp and understand new concepts including financial and legal structures Excellent written and oral communication abilities Proficiency with Microsoft Office suite of products (Excel, PowerPoint) Positive, professional, and energetic team-oriented attitude What the Right Candidate Will Love about this Opportunity: An organization dedicated to solving the ever-changing Rubik's cube of high voltage transmission development in a fast paced, dynamic, and innovative culture Working with a core group of dedicated and thoughtful colleagues Working on a day-to-day basis with highly experienced and proven industry leaders Being empowered to play a leading role in delivering large-scale projects that will materially change the energy future of America Working in an organization committed to having a positive social impact Excellent financial backing from a leading energy investor with long term commitment, passion for energy, and an understanding and appetite to tackle the challenges of transmission development Benefits: The position has competitive compensation Eligible for medical, dental, vision, 401(k), bonus, paid time off Grid United is an equal opportunity employer, committed to a diverse and inclusive workplace. All qualified applicants will be considered for employment without regard to race, color, religion, national origin, age, sex, gender identity or expression, marital status, sexual orientation, disability, military/veteran status, or any basis prohibited by applicable law.

Posted 30+ days ago

Finance & Contracts Administrator (Remote)-logo
Finance & Contracts Administrator (Remote)
DMS InternationalSilver Spring, MD
Data Management Services, Inc. (dba: DMS International) is a professional services firm headquartered in Silver Spring, Maryland, with work locations throughout the continental United States. We prepare managers and executives to lead their workforce through customized learning solutions that drive the standards of an ever-changing world. We build creative, unique and engaging learning experiences for commercial, civilian and defense organizations. Our high-caliber talent, delivery methodology and innovative solutions contribute to preparing a workforce that is ready for the future. You can join us on this journey to bring efficiency and creativity to our customers. At DMS International (DMS), we are the catalyst for effective workforce transformation. To achieve this, we hire professionals who take pride in doing quality work and who are excited about contributing to the professional development of tomorrow's leaders. DMS seeks candidates that possess and display the attributes that reflect our Core Values of: Quality in delivering solutions, Leadership, Innovation, Teamwork, Integrity in conduct, Responsiveness to our customer's mission DMS International is an Equal Opportunity Employer. We make employment decisions without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, pregnancy, childbirth, lactation and related medical conditions, genetic factors, military/veteran status, or other characteristics protected by law. We encourage individuals from all backgrounds to apply. Job Description DMS International is seeking a Finance & Contracts Administrator to join our corporate team. The Finance & Contracts Administrator will provide essential operational support in financial operations to include but not limited to payroll processing, financial reporting, vendor reimbursements, contracting funding and administration. The role will also support proposal pricing, monthly reporting and updating program budgets.   Key Responsibilities: Finance & Operations: Manage payroll processing including timesheet approvals, fund transfers, and benefit/retirement contributions Support onboarding by processing Personnel Action Forms (PAFs), updating employee records, and coordinating address/bank changes as required Manage cash flow, process reimbursements, bank reconciliations, maintain vendor payment records, and assist with invoice approvals and submissions Update and maintain financial documents and reports for internal use and compliance Conduct cost and price analysis, support budgeting and forecasting activities, and ensure allowability and allocability of costs in accordance with Federal Acquisition Regulation (FAR) and Cost Accounting Standards (CAS) Contracts Administration Administer, review, and maintain federal government contracts and subcontracts throughout pre-award, award, and post-award phases, ensuring compliance with all applicable regulations to include modifications, change orders, and supplemental agreements, collaborating with internal teams and in accordance with company policies Monitor contract performance, financial status, and deliverables; provide timely updates and advise leadership of any risks or issues Review, process, and reconcile invoices, payments, and progress reports; ensure timely submission of required financial and contract documentation Assist in contract closeout activities, including final payment processing, records retention, and resolution of outstanding issues Proposal Support Assist with maintaining the proposal pipeline and coordination of meetings Maintain/move and update completed Proposal files and update projections where appropriate Provide support to Pricer on costing and proposal pricing where appropriate Assist the Proposal Manager to track deadlines and deliverables to ensure timely submissions Qualifications Bachelor's degree in Business, Finance, or related field preferred 3-5 years of experience in finance, administrative support, or proposal pricing support Proficiency in Microsoft Office Suite (Excel, Teams, SharePoint); experience with Deltek Cost Point is a plus Excellent written and verbal communication skills Highly organized with the ability to manage multiple tasks and deadlines Strong attention to detail and ability to maintain confidentiality Classification: Part-Time Location: Remote

Posted 30+ days ago

Administrative Assistant Insurance and Finance Industry-logo
Administrative Assistant Insurance and Finance Industry
AH Placement AgencyDallas, TX
Our Fortune 500 client is seeking an Excel guru who has insurance/reinsurance experience. The perfect candidate MUST have knowledge in formulas, pivot tables, v look up, import export data from excel, Knowledge of insurance/reinsurance concepts and terms for developing submissions, reviewing contract wordings, and reinsurance experience.  This is an excellent opportunity!!  Responsibilities will include:  Placement Support Review client data submitted during the placement/renewal process and update annual renewal exhibits as requested. Set up / renew program, create submission, select approved markets, send submissions, download quotes, send FOTs, download authorizations/declinations, send signed lines, finalize in GCMP making sure all information is accurately reflected. Track placement status of assigned accounts. Follow-up with broker for updates and information as necessary. Communicate with client and/or markets during the placement process as requested. In the absence of the broker, act as a liaison with reinsurers through phone calls and emails to obtain following lines on a placement and respond to routine questions. Using Company templates and disclaimers, when applicable, draft and secure broker sign off of the initial request for renewal information, marketing list, placement process updates, final binding of the reinsurance program and postplacement client books/communications, as requested. Provide the broker with assistance including researching financial statements, product lines, geographic exposures, and current reinsurance program. information using available resources as required. Interface with other Departments to provide client data to be used for modeling, research claim or premium issues and facilitate contract wording negotiation flow as necessary. Coordinate the research, processing and resolution of difficult and complex client issues (i.e., accounting, claims, LOC, and contract wordings) including follow up and final resolution and provide information to brokers, as necessary. Review, package and transmit contract documents to Reinsurers according to procedure, upon instructions from Contract Analyst/Associate. Assist Contract drafters by having primary responsibility for obtaining properly signed contract documents from reinsurers and aggressively pursuing by phone, e-mail, letter, etc., until all executed documents have been received. Escalate in accordance with procedure and input contract status data on the document tracking system as required. Provide status reports according to procedure and upon request. Scan/upload and name all contract documents as received from reinsurers, Clients and/or Analysts/Associates and transmit completed signatures. Utilize Contracts Dashboard and/other legacy tracking tools to manage contract performance. Assist with scheduling of reinsurer audits and visits with client, attending if requested. Business Knowledge Maintain broad understanding of the environment in which the client operates and the marketplace in which the transactions that Guy Carpenter handles take place. Using the Market Reference Guide, develop an understanding of the differences between the reinsurer who bears the risk on the contract versus the parent or group entity to ensure proper legal reinsurer name is entered in systems and correct financials and NAIC codes are accurately communicated to clients. Participate in team meetings and activities to share opinions, ideas, knowledge and solutions; maintain strong working relationships and participate in initiatives and/or contribute where required to deliver outcomes. Seek opportunities to increase own understanding and improve the services provided. Compliance and Regulatory Review Ensure all records/forms for assigned accounts are properly completed and stored in accordance with policy. Understand all best practice procedures and compliance policies. When new procedures are provided, understand and adopt new procedures as rolled out, take required training and speak up with any question or concerns uncovered in your role at Guy Carpenter. Follow all best practice procedures and compliance requirements, including but not limited to building a complete placement file as the placement progresses to minimize errors & omissions. Client Services Provide client and broker with comprehensive meeting book for marketing trips and convention attendance. Respond to client requests for information (reinsurer, financial reports, industry issues, etc.), as directed by senior broker, coordinating with Market Information and other departments as necessary, and clearing with senior broker. Attend external client meetings as requested. Other Attend visiting reinsurer meetings, as necessary Provide assistance with training Qualifications Education: Associate's Degree and applicable or transferrable experience preferred Experience: 3-5 years related experience in insurance/reinsurance industry. Knowledge and skills:   Knowledge of insurance/reinsurance concepts and terms for developing submissions, reviewing contract wordings.  Basic knowledge and understanding of insurance/reinsurance accounting and claims handling.  Strong interpersonal skills for establishing and maintaining good internal relationships and interactions with clients and reinsurers.  Strong verbal and writing skills for internal and external communications with clients, reinsurers, GC colleagues at various levels.  Strong ability to prioritize workload according to volume, urgency, etc.  Strong organizational skills and the ability to pay attention to detail and multi-task.  Good problem-solving skills to identify problems and to begin to formulate resolutions and recognize when to escalate to manager.  Good computer skills. Proficient in Microsoft Products. Strong excel skills

Posted 30+ days ago

Finance & Accounting Manager-logo
Finance & Accounting Manager
WeBoxSan Jose, CA
About Our Company WeBox is the leading intelligent marketplace delivering personalized group orders. WeBox is driven by three core principles: customer obsession over competitor focus, a commitment to operational excellence, and a passion for growth.  Our Mission  Deliver Happiness Our Vision By 2032, we will achieve $1 billion in revenue by leveraging technology to become a leading provider of intelligent and sustainable solutions for group orders. About the Role We are looking for a strategic and analytical Finance & Accounting Manager to join our team. In this role, you will lead financial planning and analysis, support fundraising activities, and collaborate with our existing accounting team to strengthen reporting and compliance processes. This position is ideal for someone who thrives in a fast-paced environment and wants to build scalable financial infrastructure in a growing startup. Key Responsibilities Lead financial forecasting, budgeting, and long-term planning Build financial models to support fundraising, scenario planning, and business growth Partner with the accounting team to ensure accurate reporting, timely closings, and compliance Support due diligence processes and prepare investor-facing financial materials Analyze business performance, unit economics, and cash flow dynamics Collaborate with leadership on cost optimization and strategic decisions Help implement financial systems and workflows to enable future scale Requirements and Qualifications Bachelor's degree in Finance, Accounting, or a related field 4+ years of experience in financial planning, analysis, or accounting (startup or high-growth experience preferred) Strong analytical and Excel modeling skills Familiarity with QuickBooks, NetSuite, or other financial tools Understanding of GAAP, tax compliance, and financial operations CPA, CFA, or MBA is a plus Strong communication skills and ability to work cross-functionally Proficiency in Mandarin is required What We Offer Competitive salary and equity package The opportunity to shape the company's financial strategy and infrastructure Collaboration with a mission-driven leadership team A fast-growing environment with clear product-market fit Equal Opportunity Employer: WeBox is an equal-opportunity employer committed to hiring based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Note:  This position offers a competitive starting salary of $120k+, along with great benefits, PTO, and a 401K match. This job description offers a general overview and may not encompass all responsibilities, tasks, or skills required. Additional duties may be assigned to meet the company's evolving needs. If you meet the requirements and are interested in this position, please submit your application.

Posted 30+ days ago

Talent Manager (Finance & Accounting)-logo
Talent Manager (Finance & Accounting)
Robert Half InternationalSaddle Brook, NJ
JOB REQUISITION Talent Manager (Finance & Accounting) LOCATION NJ SADDLE BROOK JOB DESCRIPTION Our Talent Managers work in a team environment and have responsibility for negotiating and developing business with new and current clients. Talent Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-makers in accounting and finance departments. Additional responsibilities include: recruiting, interviewing and matching highly skilled accounting and finance professionals with clients' projects, contract assignments and contract to full-time opportunities; managing ongoing engagements to deliver outstanding customer service to both clients and candidates; providing ongoing communication and career guidance to candidates; and participating in local trade association and networking events to increase Robert Half's presence in the local business community. Salary: The typical salary range for this position is $48,000.00 to $68,000.00. The salary is negotiable depending upon experience and location. The position is eligible for a bonus based upon achievement of performance objectives. Qualifications: Accounting/Finance/Business Administration degree preferred. 1+ years finance, accounting, or banking experience preferred. 2+ years' experience with Business Development in a Metrics Driven environment. At least one with success in developing new business in a multi‐call, multi‐decision maker environment. Prior success marketing to and closing top level decision makers at small/medium sized businesses and cultivating mutually beneficial long term relationships. Working knowledge of current Windows Operating System, Microsoft Office Suite (especially Excel), and any Contact Management Application (Salesforce). Knowledge and familiarity with accounting and finance department operations. Positive attitude and an engaging businesslike approach. 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 NJ SADDLE BROOK

Posted today

Dealership Account Manager – Automotive Finance –  San Diego, CA-logo
Dealership Account Manager – Automotive Finance – San Diego, CA
LendbuzzSan Diego, CA
Are you passionate about driving success in the automotive industry through innovation and diversity? Lendbuzz is seeking a talented Dealership Account Manager to join our dynamic field sales team in Northern California. This role is ideal for an auto finance expert eager to boost market share and forge strong relationships with dealership partners. Key Responsibilities Prospecting and Business Development: Identify and engage potential dealership partners to expand our network and increase market share in the automotive finance sector. Dealer Support and Relationship Management: Deliver exceptional support to existing dealer partners, ensuring their satisfaction and driving their success. Market Analysis: Conduct in-depth market research to uncover trends and opportunities in automotive finance, and adjust strategies accordingly. Brand Promotion: Elevate brand visibility and awareness through strategic outreach and effective communication. Requirements Proven experience in auto finance or dealership account management, preferably with hands-on experience in special finance. Strong interpersonal and negotiation skills with a track record of successful relationship building. Ability to analyze market trends and adapt strategies to achieve business objectives. Excellent communication skills and a proactive problem-solving approach. Experience with Salesforce, HubSpot, or other CRM tools. A strong sense of teamwork with the ability to work independently. Valid driver's license, a clean driving record, and full coverage insurance. Outstanding customer service, communication, and organizational skills. Residence within or near the assigned geographic territory is required. Recent Achievements 2022 - Named one of America’s Best Startup Employers by Forbes. 2023 - Received a Fintech Breakthrough award for “Best Consumer Lending Platform” and grew revenue by over 80% year over year. 2024 - Surpassed ONE MILLION loan applications and counting. This Position Includes: Unlimited Earning Potential: Competitive base salary with uncapped monthly commission and a lucrative bonus structure. Your total compensation will reflect the impact you make in your market. Monthly Travel Stipend and Company Laptop: Support for travel expenses and a company-issued laptop to facilitate your work. Unlimited PTO: Flexibility to manage your own time and schedule, allowing for a work-life balance. Why Join Us? At Lendbuzz, we value innovation and diversity and are committed to driving success in the automotive industry. As a Dealership Account Manager, you’ll play a key role in our growth and impact in the auto finance space. If you’re ready for a challenging and rewarding role in Northern California , apply now!

Posted 30+ days ago

Director, Strategic Finance-logo
Director, Strategic Finance
Upgrade Inc.San Francisco, CA
Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America two years in a row. We have delivered over $33 billion in affordable and responsible credit to our 5.5M customers. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B. We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts. Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans. We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1850 talented and dedicated professionals. Come work with us if you like to tackle big problems and make a meaningful difference in people's lives.   About the Role: We are looking for a highly analytical and strategic Director of Strategic Finance to drive profitability, operational efficiency and enhance reporting for one of our growing business lines  [e.g.,Direct to Consumer or Merchant.]. Reporting to the VP of Finance, this role is a critical business partner responsible for providing financial insights and strategic guidance to executive leadership. The ideal candidate will have a strong background in financial services, deep knowledge of scaling businesses, and experience driving profitability in dynamic environments. This role will be based in our San Francisco office 2-3x per week.   What You’ll Do:  Develop and maintain accurate, timely, and insightful financial reports for executive leadership and stakeholders. Establish and enhance reporting frameworks to track key financial metrics and business performance. Lead initiatives to analyze profitability and identify areas of opportunity. Partner with FP&A to deliver financial planning, forecasting, and reporting for [business line]. Provide data-driven insights and recommendations to influence business strategy and decision-making. Own the monthly/quarterly forecast process, ensuring alignment with corporate goals. Monitor performance against budget, identify trends, and recommend actions to achieve targets. Partner with business leaders to evaluate opportunities, pricing strategies, and cost management initiatives. Collaborate with cross-functional teams to support product launches, market expansion, and operational scaling. Develop and present detailed financial models, dashboards, and KPIs to measure performance. Conduct scenario analyses and sensitivity tests to evaluate potential risks and opportunities.   What We Look For: Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CFA designation preferred. Previous experience developing models and reporting with Pigment 7+ years in Corporate Finance, FP&A, strategic finance, or a related field Experience in high-growth companies, preferably in fintech, consumer tech, or B2C product companies. Previous experience in pre-IPO or public companies is highly desirable.   What We Offer You:  Competitive salary and stock option plan 100% paid coverage of medical, dental and vision insurance  Flexible PTO Opportunities for professional growth and development   Paid parental leave Health & wellness initiatives   The compensation range of this position in San Francisco, CA is USD $200k-$215k annually plus equity and benefits. Within this range, an individual's base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.   #BI-Hybrid   Notice to California-based Candidates for Employment. This California Candidate Privacy Notice is intended to provide information about how Upgrade collects and uses personal information to California consumers who apply for employment with Upgrade If you are employed by Upgrade, refer to the Employee Handbook for additional information. For any questions about this notice, please contact ccpa@upgrade.com.   Personal Information Upgrade Collects: Identifiers Including name, address, email, telephone number, social security number, driver license number, passport number, and other personal identifying information. Characteristics of protected classifications under California or federal law, including demographic information and other personal information obtained during the application process, such as gender, race, national origin. Professional or employment-related information, such as salary/compensation and benefits packages, other relocation or job preferences, prior background, experience, skills, and other information in support of your application, reference information, other information obtained through background checks, including employment, credit, and criminal history. Education Information. Any other information you provide as a part of  recruitment, job application, or interview process.    Purposes for Collecting Personal Information: To consider qualifications, skills, and interest for employment. To communicate with you during the recruitment and interview process. To conduct background checks and verify your information if you are offered employment. To provide compensation, including payroll, and  administer stock options and benefits, including medical, dental, vision, commuter, and retirement benefits. To provide human resources services and conduct performance evaluations. To monitor work eligibility including work-related licenses, credentials, training, and eligibility to work in the United States. To improve recruitment and interview processes and  ensure a safe and efficient working environment. To comply with applicable legal or regulatory requirements including state and federal company reporting obligations.   We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Posted 30+ days ago

Head of or Senior Director of Corp Development, Finance-logo
Head of or Senior Director of Corp Development, Finance
Scale AISan Francisco, CA
The Corporate Development and IR team is responsible for evaluating M&A and investment opportunities, driving new capital investments and managing the company’s investor base. You will also work very closely with our key executives (CEO and CFO) to assess, develop strategy, and execute the company’s inorganic growth. In addition, this role will support the CFO and Finance team to iterate on our company investor narrative and conduct investor outreach. The ideal candidate will not only have the technical skills to support their recommendations, but also strong interpersonal skills to manage various internal and external key stakeholders. We hope you'll join us! What you’ll be doing: Analyze and understand Scale’s strategic objectives, as well as industry trends to identify, recommend and pursue companies that can help the company meet those objectives faster Identify and educate executives and General Managers on technology trends and markets, and recommend high-potential acquisitions Be proficient in M&A and other strategic deals, including sourcing, evaluation, negotiation, execution and integration Build relationships with internal cross-functional teams including integration, product, engineering, finance, accounting, security and legal functions Demonstrated understanding of technology with an acumen to engage with product and engineering leaders on Scale’s product roadmaps Perform market research to help identify new investment trends and opportunities and own company’s competitive intelligence Own monthly and quarterly updates to our existing, external investors and board members Lead the creation of all investor materials in partnership with the Strategic Finance team for conferences and investor meetings Develop and manage relationships with existing and potential investors Responsible for ensuring the company is appropriately and strategically positioned with analysts, investors, and all stakeholders Demonstrated experience influencing and communicating effectively across all levels internally (Scale) and externally (investors, founders, etc.) Demonstrated analytical skills, fluency in performing rigorous financial, valuation and other quantitative analyses Ideally you'd have: Minimum of 10 years of financial analysis experience working directly in Corporate Development and investment banking in the technology industry Minimum of 2 years of experience working directly in Hedge Funds / Venture Capital / Growth Equity firms Deep understanding of B2B businesses Demonstrated excellent project management skills and strong executive presence and interpersonal skills; ability to lead discussions with the Executive Team Demonstrated ability to build outstanding and effective relationships with internal and external stakeholders Experience managing and working with analysts and investors and advisors Strong knowledge of Google Suite, MS Office; expert Excel modeling skills Nice to haves: A Bachelor’s degree with a major in Computer Science 2 years of experience working in a product or engineering role within a technology company Compensation packages at Scale for eligible roles include base salary, equity, and benefits. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position, determined by work location and additional factors, including job-related skills, experience, interview performance, and relevant education or training. Scale employees in eligible roles are also granted equity based compensation, subject to Board of Director approval. Your recruiter can share more about the specific salary range for your preferred location during the hiring process, and confirm whether the hired role will be eligible for equity grant. You’ll also receive benefits including, but not limited to: Comprehensive health, dental and vision coverage, retirement benefits, a learning and development stipend, and generous PTO. Additionally, this role may be eligible for additional benefits such as a commuter stipend. Please reference the job posting's subtitle for where this position will be located. For pay transparency purposes, the base salary range for this full-time position in the locations of San Francisco, New York, Seattle is: $252,000 — $315,000 USD PLEASE NOTE:  Our policy requires a 90-day waiting period before reconsidering candidates for the same role. This allows us to ensure a fair and thorough evaluation of all applicants. About Us: At Scale, we believe that the transition from traditional software to AI is one of the most important shifts of our time. Our mission is to make that happen faster across every industry, and our team is transforming how organizations build and deploy AI.  Our products power the world's most advanced LLMs, generative models, and computer vision models. We are trusted by generative AI companies such as OpenAI, Meta, and Microsoft, government agencies like the U.S. Army and U.S. Air Force, and enterprises including GM and Accenture. We are expanding our team to accelerate the development of AI applications. We believe that everyone should be able to bring their whole selves to work, which is why we are proud to be an inclusive and equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or Veteran status.  We are committed to working with and providing reasonable accommodations to applicants with physical and mental disabilities. If you need assistance and/or a reasonable accommodation in the application or recruiting process due to a disability, please contact us at accommodations@scale.com. Please see the United States Department of Labor's Know Your Rights poster for additional information. We comply with the United States Department of Labor's Pay Transparency provision .  PLEASE NOTE: We collect, retain and use personal data for our professional business purposes, including notifying you of job opportunities that may be of interest and sharing with our affiliates. We limit the personal data we collect to that which we believe is appropriate and necessary to manage applicants’ needs, provide our services, and comply with applicable laws. Any information we collect in connection with your application will be treated in accordance with our internal policies and programs designed to protect personal data. Please see our privacy policy for additional information.

Posted 30+ days ago

Strategic Finance Manager -logo
Strategic Finance Manager
Maven ClinicNew York, NY
Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com.  An award-winning culture working towards an important mission –  Maven Clinic is a recipient of over 30 workplace and innovation awards, including:  Fortune Change the World (2024) CNBC Disruptor 50 List (2022, 2023, 2024)  Fortune Best Workplaces for Millennials (2024) Fortune Best Workplaces in Health Care (2024) TIME 100 Most Influential Companies (2023) Fast Company Most Innovative Companies (2020, 2023) Built In Best Places to Work (2023) Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024) Great Place to Work certified (2020, 2021, 2022, 2023, 2024) Fast Company Best Workplaces for Innovators (2022) Built In LGBTQIA+ Advocacy Award (2022) Maven is looking for a self-motivated, quantitative thinker who will play a critical role in our financial strategy and processes as we scale. Maven’s strategic finance function has broad exposure across the business and shapes strategic and tactical decisions through data-driven insights. You will have the opportunity to work with operations, growth, clinical, and our executive leadership teams as you build a business model from the ground up and drive company strategy through analytics.  As a Strategic Finance Manager at Maven, you will:  Become an expert on the underlying data architecture supporting Maven's revenue forecasting and identify ways to automate and optimize our models Manipulate large datasets, create new analytical frameworks, and develop actionable insights using SQL to synthesize complex financial information  Create new models to evaluate revenue performance on an ongoing basis Bring together insights and data from across the company into a single, synthesized view that provides the company with clear, compelling recommendations that drive impact Support decision making for Executives and senior leadership teams by arranging complex models and highlighting key drivers and assumptions Work with functional leaders to develop department-level KPIs; leverage data to proactively identify opportunities for improvement Continually improve the accuracy of our forecasts through a deep understanding of business performance and drivers Refine our financial data infrastructure and operations to drive more scalable, efficient, and accurate reporting We’re looking for you to bring:  4-6 years of experience in investment banking, consulting, business operations, or as a financial manager at a fast-paced, high-growth startup  Intermediate to advanced experience with SQL scripting and data visualization tools (e.g. Looker) to turn data into insights Strong analytical mindset with expert financial modeling skills and ability to effectively translate data into actionable insights, strategies, and financial plans Highly self-motivated, with the ability to run against problems with little direction, experience knowing when and how to escalate effectively Excellent written, verbal, and interpersonal communication skills Superior story-telling and data visualization capabilities (experience with Looker is a plus) A track record of thriving in fast paced environments Proven ability to build strong cross-functional relationships and manage complex projects across multiple teams High energy, high integrity leadership style with a positive outlook, collaborative mindset and entrepreneurial spirit A sense of flexibility and prioritization in juggling both long-term, strategic projects and ad hoc, urgent requests as needed in a fast-paced startup environment Helpful experiences and backgrounds:  Healthcare experience, ideally within early stage, high growth SaaS or subscription-based business models Experience with the Salesforce platform, its architecture, and in-depth understanding of best practices and optimal configurations For candidates in NYC, CO, or CA, the base salary range for this role is $128K-$140k per year. You will also be entitled to stock options and benefits. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, and skillset Maven embraces a flexible hybrid work model. Our teams primarily operate from the New York Metropolitan area, NY, San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C. This role is exclusively open to candidates in these locations. For those in our New York City office, we encourage in-person collaboration by requiring team members to work onsite three days a week  (Tuesday, Wednesday, Thursday). For those based in San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C., we encourage in-person collaboration by requiring team members to attend quarterly Work Together Days within these cities. This policy aims to balance remote work flexibility with the benefits of face-to-face interaction. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics. Whole-self care through wellness partnerships Hybrid work, in office meals, and work together days  16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for six months plus) Annual professional development stipend and access to a personal career coach through Maven for Mavens 401K matching for US-based employees, with immediate vesting These benefits are applicable to Maven Clinic Co., US-based, full-time employees only. 1099/Contract Providers are ineligible for these benefits.  Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g jsmith@mavenclinic.com). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: security@mavenclinic.com . For general and additional inquiries, please contact us at  careers@mavenclinic.com . 

Posted 30+ days ago

F&I (Finance & Insurance) Manager-logo
F&I (Finance & Insurance) Manager
SnyderSweetwater, Texas
Join Our Family as a Finance Director at Blake Fulenwider Automotive in Snyder, Texas ! Where Expertise, Kindness, and Integrity Drive Us Forward At Blake Fulenwider Automotive, we're not just in the business of cars; we're in the business of making life better. Here, every solution we create is aimed at enhancing the lives of others, whether it's our customers or our team members. We pride ourselves on mastering our craft, providing exceptional service, and fostering a workplace where everyone is treated with warmth and respect. This is a place where doing the right thing trumps profit, every time. Why You’ll Love Working With Us: Work-Life Balance : Enjoy a predictable schedule from 8 AM to 6 PM, Monday to Friday, and shorter hours on Saturday (9 AM to 4 PM), so you can have your Sundays and major holidays free! Top-Notch Benefits : Our comprehensive benefits package includes Medical, Dental & Vision Insurance, 401K with a match, Paid Time Off, Short/Long Term Disability, Life Insurance, and more. Professional Growth : Benefit from paid training programs, advancement opportunities, and a culture that loves to promote from within. Perks Galore : Get discounts on products and services, access to employee vehicle purchase plans, and enjoy long-term job security. What You Will Do: Finance Expertise : Offer financing and insurance options to customers, ensuring they are well-informed about all available products. Work diligently to secure competitive interest rates and foster strong relationships with lending institutions. Regulatory Compliance : Keep abreast of all regulations affecting our finance operations, ensuring all dealings are compliant and uphold the highest ethical standards. Team Collaboration : Work closely with our sales team to integrate and streamline finance processes, enhancing customer satisfaction and departmental profitability. Who We Are Looking For: Someone with at least two years of automotive sales experience and a year in a managerial role within a dealership. A strong communicator who thrives in a collaborative environment, capable of building relationships with customers, team members, and finance vendors. A dedicated professional who aligns with our core values of creating solutions, expertise, kindness, and integrity. Blake Fulenwider Automotive is an Equal Opportunity Employer , committed to creating a diverse and inclusive environment free of discrimination and harassment. We celebrate diversity and are dedicated to creating an inclusive environment for all employees. Ready to steer your career in a direction where you can truly make a difference? Apply today and become a key player in our quest to not just meet, but exceed, the expectations of every person we serve. Let’s drive towards a better tomorrow together!

Posted 4 weeks ago

Strategic Finance Manager-logo
Strategic Finance Manager
DorsiaMiami, Florida
About Us: Dorsia is at the forefront of hospitality tech innovation. We are revolutionizing the way people experience dining by leveraging cutting-edge technology to offer exclusive restaurant reservations and VIP experiences. Join us as we continue to expand our footprint and reshape the hospitality industry. Position Overview: Dorsia is seeking a strategic and experienced Strategic Finance Manager. This senior role will drive financial strategy and analysis across the organization, playing a critical role in financial reporting, forecasting, and providing strategic insights. The Strategic Finance Manager will also be instrumental in capital raising initiatives and will partner with cross-functional teams to support growth and strategic planning. This position offers extensive exposure to our leadership team and a comprehensive understanding of our business operations. Key Responsibilities: Business Operations & Insights: Partner directly with business units to provide data-driven insights and support strategic decision-making. Drive business operations initiatives that enhance overall efficiency and performance. KPI Reporting: Oversee the preparation and presentation of financial and operational KPI reports to support strategic decision-making and investor relations. Financial Planning & Analysis: Lead the development and execution of financial planning and analysis activities, including long-term forecasting, budgeting, and strategic planning. Investor Relations & Fundraising: Manage investor relations, board meeting preparation, fundraising efforts, and relationships with financial partners such as SVB, Ramp, Stripe, and JPM/Chase. Prepare financial models and presentations for potential investors. Capital Raising: Play a pivotal role in capital raising efforts, including preparing financial models, presentations, and engaging with potential investors. Headcount Planning & Accounting: Play a significant role in headcount planning and managing accounting functions to ensure accurate financial reporting and compliance. Strategic Projects: Drive strategic initiatives and special projects that enhance the overall financial performance and operational efficiency of the company. Leadership Support: Act as a trusted advisor to the CFO, providing insights and recommendations on key financial decisions and business strategies. Qualifications: Experience: 5+ years in a strategic finance role, with a strong background in FP&A and experience in a fast-paced startup environment. Skills: Advanced financial modeling and analysis skills. Expertise in Google Sheets, with a preference for experience in QuickBooks, Stripe, Ramp, bill.com, or similar platforms. Proficiency in SQL, Looker, and Mixpanel is a plus. Marketplaces & E-commerce: Experience with marketplaces and consumer e-commerce is highly desirable. Communication: Strong written and verbal communication skills, with the ability to effectively present financial information to senior management. Independence & Teamwork: Proven ability to work independently and as part of a team, with excellent attention to detail and organizational skills. Education: Bachelor’s degree in finance, accounting, or a related field. MBA or CPA is a plus. Our Core Values Lead with hospitality. We respect the craft and precision that are intrinsic to the hospitality industry. We are a team diverse in background and thought, built to be the connective tissue between artists, chefs, diners, and members. Mise en place. We are persistent in preparation, prioritization, and focus to anticipate our customers’ needs to create a powerful platform rooted in simplicity and elegance. And we know that details matter, which is why superior design is crucial to our brand ethos. Thoughtful design is baked into everything we do—our product, brand, creative, culture, and beyond. Go around the table—then commit. We know creativity takes feedback and iteration, and differing opinions can lead to healthy debate. While we encourage all voices to speak up and be heard, we are geared toward action and unify around the decision once it's made. Sometimes an individual idea or project may not be what’s best for the company, so don’t be afraid to kill your darlings. Our product is our signature dish. We are a product and marketing-led organization. Protecting our brand and vision needs to be top-of-mind with every move we make. Optimize turn times. We are creating beautifully-designed, tech-forward solutions to automate all sides of our business: for members, restaurants, and employees. And we’re laying a data-rich foundation to enable all stakeholders to make better decisions and enjoy the finer things in life. Savor it. We eat slowly and celebrate the wins we share with those around the table. We’re in this for the long-haul, so enjoy the ride. Stay hungry. We can change the world or someone else will. We believe in a sense of urgency to keep pushing toward our goals. And there’s always room for dessert, because there’s always more to do.

Posted 3 days ago

Sr. Manager, Operational Finance-logo
Sr. Manager, Operational Finance
VIANTIrvine, CA
WHAT YOU’LL DO As a key member of our finance team, you’ll help shape the future of adtech, partnering across teams to fuel innovation and growth. Join us and be part of a dynamic environment where your insights make an immediate impact. THE DAY-TO-DAY Prepare and deliver accurate reporting packages to track KPIs and support both internal decision-making and recurring external reporting requirements for executive and investor audiences Analyze operational and financial data to identify trends, risks and opportunities, and prepare executive-level insights for senior leadership and the finance team Partner cross-functionally with department leaders and project teams to ensure accurate financial data and identify operational enhancements that drive the execution of strategic business transformation initiatives Create and maintain ad-hoc analyses and financial models for senior leadership to address emerging questions and guide strategic direction Contribute to system implementations and process improvements to enhance scalability, automation, and the reporting of key business metrics GREAT TO HAVE 8+ years in FP&A, accounting, finance, with broader experience across business operations also considered. Bachelor’s in Finance, Accounting, or Economics; MBA/CPA/CMA a plus Expert in financial statements, accounting principles, Excel, and modeling Strong analytical and problem-solving skills; detail- and trend-oriented Effective communicator with senior leadership exposure Proven in managing competing priorities in fast-paced, ambiguous settings Skilled in SQL, BI tools, and leading cross-functional process improvements WHO WE ARE Viant ® (NASDAQ: DSP) is a leading advertising software company that enables marketers to plan, execute and measure omnichannel ad campaigns through a cloud-based platform. Viant’s self-service Demand Side Platform, Adelphic®, powers programmatic advertising across Connected TV, Linear TV, mobile, desktop, audio, gaming and digital out-of-home channels. In 2022, Viant was recognized as a Leader in the DSP category , earned Great Place to Work® certification and Co-Founders Tim and Chris Vanderhook were named EY Entrepreneurs of the Year. To learn more, please visit viantinc.com . LIFE AT VIANT Investing in our employee’s professional growth is important to us, but so is investing in their well-being. That’s why Viant was voted one of the best places to work and some of our favorite employee benefits include fully paid health insurance , paid parental leave and unlimited PTO and more. In accordance with California law, the range provided is Viant’s reasonable estimate of the compensation for this role. Actual pay will be based on several factors including work experience and education. Not the right position for you? Check out our other opportunities! Viant Careers #LI-KT1 #LI-Hybrid About Viant Viant Technology Inc. (NASDAQ: DSP) is a leader in AI-powered programmatic advertising, dedicated to driving innovation in digital marketing. Viant’s omnichannel platform built for CTV allows marketers to plan, execute and measure their campaigns with unmatched precision and efficiency. With the launch of ViantAI, Viant is building the future of fully autonomous advertising solutions, empowering advertisers to achieve their boldest goals. Viant was recently awarded Best Demand-Side Platform by MarTech Breakthrough, Great Place to Work® certification and received the Business Intelligence Group’s AI Excellence Award. Learn more at viantinc.com . Viant is an equal opportunity employer and makes employment decisions on the basis of merit. Viant prohibits unlawful discrimination against employees or applicants based on race (including traits historically associated with race, such as hair texture and protective hairstyles), religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, reproductive health decision making, gender, gender identity, gender expression, age, military status, veteran status, uniformed service member status, sexual orientation, transgender identity, citizenship status, pregnancy, or any other consideration made unlawful by federal, state, or local laws. Viant also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. By clicking “Apply for this Job” and providing any information, I accept the Viant California Personnel Privacy Notice.

Posted 30+ days ago

Automotive Finance Director-logo
Automotive Finance Director
Mid Rivers KiaSt. Peters, Missouri
The Ed Napleton Automotive Group is looking for our next Automotive Finance Director . This is an exciting opportunity in a growing, fast-paced industry. Located at Mid Rivers KIA , the Automotive Finance Director leads a team of Financial professionals to create an exceptional experience for Customers. This role is responsible for selecting, training, coaching, developing, and retaining the very best team, while driving a high-level of performance among the Financial and Insurance team to achieve targeted profit margins and product sales to drive Customer loyalty. Take advantage of this rare opportunity to join one of the country’s largest and most successful automotive dealership groups and Apply Today! The Ed Napleton Automotive Group is affiliated with over 25 brands of new vehicles and 50+ dealerships throughout seven states. Our strength comes from the more than 3,500 employees nationwide. We are currently the tenth largest automotive group in the country, providing incredible growth opportunity. What We Offer: Potential Pay Range of $175,000-$300,000 per year Family Owned and Operated – 90+ years in business! Medical, Dental, and Vision Insurance 401K and additional benefits Accrued Vacation Time Paid Training Discounts on products, services, and vehicles Job Responsibilities: Setting a clear vision and goals for the Financial Services team to achieve targeted performance Engaging and motivating the team to achieve key goals and performance Driving the business through a high-level of involvement in the day-to-day operations including support to the Sales team in structuring transactions Processing finance transactions including lender approval and ensuring 100% compliance with all state and federal laws and regulations Building lender and other vendor relationships; ensuring proper lender mix Ensure timely funding of all contracts and control of contracts in transit; obtain resolution of all returned contracts Conduct frequent deal audits to ensure compliance Ensuring that all administrative processes are handled timely and in compliance with Company policy Providing an exceptional customer experience to drive loyalty Job Requirements: High School diploma or equivalent Three to five years of automotive financial services experience Proven leadership ability to mentor and train others Ability to set and achieve targeted goals Proven ability to provide an exceptional customer experience Highly detail-oriented and organized Demonstrated communication and interpersonal skills Experience and desire to work with technology Valid in-state driver’s license and have and maintain an acceptable, safe driving record Valid Financial Services licenses as required by state 18+ years of age or older to comply with the company driving policy We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws

Posted 1 day ago

Senior Business Analyst, Finance Projects - Billing-logo
Senior Business Analyst, Finance Projects - Billing
The Washington PostWashington, DC
Job Description The Washington Post is seeking a Senior Business Analyst to join the Finance Operations team. This individual will serve as a strategic business partner across finance, engineering, product, and billing operations, with a focus on digital revenue streams and enterprise billing systems. This position plays a critical role in ensuring the accuracy, efficiency, and scalability of our global billing infrastructure. Motivation Driven by data and energized by the opportunity to solve complex business problems through analysis and insight. Thrives at the intersection of strategy and execution, bridging high-level objectives with detailed operational solutions. Takes initiative and ownership, delivering measurable impact across cross-functional projects. Values collaboration and operates with a strong sense of accountability, urgency, and clarity in communication. Proactively identifies opportunities to streamline and automate workflows, reducing manual overhead and increasing scalability. Embraces technology as a lever for efficiency, accuracy, and innovation-committed to enhancing both business outcomes and user experience. Responsibilities This role revolves around two primary focus areas: Leading analysis and oversight of billing operations, including process workflows, and invoicing. Partnering with cross-functional stakeholders and external vendors to implement enhancements to billing workflows, system integrations, and automation initiatives. Full responsibilities include: Analyze recurring and ad hoc billing data to identify trends, risks, and inefficiencies. Lead the creation and refinement of billing strategies to enhance accuracy, reduce error rates, and scale with business growth. Collaborate with engineering and systems teams to define, test, and implement enhancements to billing workflows and integrations. Develop and maintain comprehensive documentation for functional requirements, data flows, and system configurations. Manage and improve reconciliation processes across enterprise billing systems and revenue platforms. Serve as a liaison between finance, operations, and product teams to ensure alignment on billing performance metrics and priorities. Coordinate testing, deployment, and post-launch support for billing-related system changes. Drive process improvement and automation initiatives across finance and billing operations. Translate complex business problems into structured, actionable specifications with measurable outcomes. Provide reporting, insights, and presentations on finance and operations leadership. Maintain access and oversight to billing platforms, portals, and related systems. Qualifications Bachelor's degree in Business, Finance, Technology, or a related field. 5+ years of experience in business analysis, with a strong focus on billing operations, enterprise platforms, or fintech. Solid understanding of billing workflows, invoicing cycles, and lifecycle management. Strong data analysis skills, with proficiency in Excel, SQL, or reporting tools (e.g., Tableau, Power BI). Demonstrated ability to communicate technical requirements to engineering and explain data trends to business stakeholders. Experience with SaaS billing platforms, enterprise billing systems, or subscription-based models is a plus. Ability to manage multiple priorities and deliver results in a fast-paced, matrixed organization. Excellent written and verbal communication skills, with the ability to influence cross-functional teams. The Washington Post's policy for employees is five days per week in the office, with exceptions for newsgathering and general business travel. Compensation and Benefits Wherever you are in your life or career, The Washington Post offers comprehensive and inclusive benefits for every step of your journey: Competitive medical, dental and vision coverage Company-paid pension and 401(k) match Three weeks of vacation and up to three weeks of paid sick leave Nine paid holidays and two personal days 20 weeks paid parental leave for any new parent Robust mental health resources Backup care and caregiver concierge services Gender affirming services Pet insurance Free Post digital subscription Leadership and career development programs Benefits may vary based on the job, full-time or part-time schedule, location, and collectively bargained status. The salary range for this position is: 85,100.00 - 127,700.00 USD Annual The actual salary within this range will depend on individual skills, experience, and qualifications as they relate to specific job requirements. This position may be eligible for a bonus or incentive program, and a member of the Talent Acquisition team will discuss bonus payment terms and conditions during the interview process. The Post strives to provide its readers with high-quality, trustworthy news and information while constantly innovating. That mission is best served by a diverse, multi-generational workforce with varied life experiences and perspectives. All cultures and backgrounds are welcomed. The innovation doesn't end in the Newsroom - dozens of teams power The Washington Post. We are now hiring the next innovator - how will you Impact Tomorrow? #washpostlife

Posted today

Senior Director, Finance-logo
Senior Director, Finance
IntegerPlano, TX
By living according to a common set of values, we create a culture that unifies, embraces the uniqueness we all bring to the company, and positions Integer for long-term success. At Integer, our values are embedded in everything we do. Customer We focus on our customers' success Innovation We create better solutions Collaboration We create success together Inclusion We always interact with others respectfully Candor We are open and honest with one another Integrity We do the right things and do things right Job Summary: This is a senior leadership position focused on finance leadership for the Cardiac Rhythm Management & Neuromodulation (CRMN) Product Category and Product Line. Reporting to the CFO, the incumbent will partner with the President CRMN, while working closely with the CRMN senior leadership team and the Enterprise Finance team to drive above market growth, margin expansion, and cash performance. The role is responsible for CRMN Financial results and has a team of approximately 15 professionals, four of which are direct, across 6 manufacturing and research/development sites. The Senior Director, Finance will develop and lead a team in guiding business decisions, through strategic thought leadership and financial analysis. The role will partner with the CRMN President and other functional leaders in the development of appropriate strategies to ensure that revenue, expense, and cash flow forecasting, as well as management and performance, is in line with achieving overall company objectives. Expectations include providing insightful analysis to identify opportunities for growth and/or productivity, contributing to the Strategic Plan by providing diagnostic insights and providing timely decision support to the CRMN senior leadership team. The individual will have a proven track record in complex manufacturing organizations and in process transformation, reducing complexity and increasing the capability of the function. In developing and maintaining an effective and timely monthly forecasting process, annual operating plan (AOP/Budget) process, and Long-Range forecast, this person is responsible to provide early warning on the performance of the business so that action can be taken in time to achieve company commitments. Accountabilities & Responsibilities: Conducting business in a compliant and ethical manner: Adheres to Integer's Values and all safety, environmental, security and quality requirements including, but not limited to: Quality Management Systems (QMS), Safety, Environmental and Security Management Systems, U.S. Food and Drug Administration (FDA) regulations, company policies and operating procedures, and other regulatory requirements. Close partnership with CRMN President: Operates as a senior finance leader, partnering with the CRMN President and working closely with the CRMN senior leadership team. Provides the leadership, expertise, and execution for all financial requirements including margin analysis, , cost management, controls, ad-hoc financial analyses as required by CRMN President, and other best practices. Clear, concise communication of the most important and impactful drivers of performance; able to gather and absorb many inputs while in the details and, at the same time, able to see the big picture and communicate the most relevant points. Ownership of Product Category and Product Line financial performance: Identify and communicate current business trends, risks, and opportunities impacting the business; including the learnings and actions being taken by the CRMN team. Responsible for effectively communicating financial results, risks, opportunities and recommendations to the CRMN President and Executive Leadership Team. Key financial areas include: Sales, Gross Margin, Operating Margin, Inventory, and Capex. Key performance measures include: Year-over-year (YoY) price, YoY Volume, YoY Productivity (cost out), YoY margin expansion, variance to PY, variance to budget, and Return on Investment. Ownership of financial processes: Leads and directs CRMN's process of developing strategic plans, annual budgets, quarterly forecasts, and intermediate pacing. Responsible for overseeing the analysis and forecasting of the CRMN results and communication of results to the CRMN President, ELT and other senior leaders. Supports the businesses strategy for tuck-in acquisitions, including due diligence and integration efforts. Supports the analysis of strategic decisions such as M&A, R&D projects, customer contracts, proposal business cases, staffing and capital projects. Responsible for team development and engagement: Leads and and develops a team of Finance business partners to support the CV senior leaders to successful accomplish company objectives. Four direct reports focused on delivering the CV performance: including 1) FP&A, 2) Commercial, 3) Manufacturing, and 4) R&D. Goal setting, performance management, coaching, and development of direct, indirect, and dotted line team members. Adherence and Implementation of Enterprise finance standards and policies: Collaborates with Enterprise Finance team to implement continuous improvement projects and enterprise standards in finance processes (budget, rolling forecast, analytics, reporting). Leverages modern analytics tools and systems (Oracle ERP, CRM, Power BI, advanced Excel, Robotic Process Automation). Works with Enterprise Finance function towards reducing non-value-added processes. Education & Experience: Education Bachelor's Degree in Business, Economics, Accounting or Finance. MBA or advanced degree a plus, but not required. Experience 10+ years of related experience. Manufacturing experience preferred. Knowledge & Skills: Specialized Knowledge: Ability to recognize trends and patterns in the business and strategically look at the business and make recommendations for solutions. Analytical thinking, modeling and forecasts experience. Detailed analysis experience including comparisons to budget, forecast and prior year. Understanding of GAAP accounting. Specialized Skills and Other: Database knowledge and strong communication and presentation skills, regularly presenting to management. Travel up to 15-20% depending on business needs. Our total rewards program is designed to attract, retain, and motivate associates to contribute to Integer's success. Our compensation program includes base salary and a cash-based incentive program supporting our pay-for-performance philosophy. Employees at the level of Director and above are eligible to receive stock awards as part of their annual compensation package. We provide a comprehensive benefits package with immediate eligibility including medical, dental, vision, disability, life insurance, and adoption benefits. Parental leave is available after one year. Optional employee-paid programs include supplemental life insurance, critical illness, hospital indemnity and accident insurance. Employees are immediately eligible to participate in the 401(k) plan with company matching contributions. We provide 80 hours (10 days) of company designated holidays per year plus an annual allotment of paid time off. U.S. Applicants: Equal Opportunity Employer. In addition, veterans and individuals with disabilities are encouraged to apply.

Posted today

Yext logo
Senior Analyst, Strategic Finance
YextNew York, NY
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Job Description

Yext (NYSE: YEXT) is the leading digital presence platform for multi-location brands, with thousands of customers worldwide. With one central platform, brands can seamlessly deliver consistent, accurate, and engaging experiences and meaningfully connect with customers anywhere in the digital world. Our AI and machine learning technology powers the knowledge behind every customer engagement, which is only possible through our team of innovators and enthusiastic collaborators. Join us and experience firsthand why we are consistently recognized as a ‘Best Place to Work’ globally by industry leaders such as Built In, Fortune, and Great Place To Work®!

The Strategic Finance team's mission is to enable Yext's efficient growth in a rapidly changing technology landscape. We operate across the full spectrum of financial strategy, from long-range planning, to performance analysis, supporting executive decision-making on capital allocation, and investor relations. Reporting to the VP of Strategic Finance, you will be responsible for R&D FP&A functions in addition to long term corporate strategic projects.


What You’ll Do



  • Act as the finance business partner and P&L owner for the R&D organization, working closely with R&D leadership to enhance operational accountability, and drive rigor across a significant portion of the company’s expenses 

  • Own the budgeting and forecasting process for R&D, including monthly close, rolling forecasts, annual planning, and variance analysis

  • Develop and manage financial models to support Yext’s strategic investments and key initiatives

  • Partner with cross-functional teams to provide analytical support and financial rigor around key strategic and operational decisions

  • Drive alignment on KPIs and metrics to track team-specific and company-wide trends, growth initiatives, business performance

  • Understand and analyze the levers that drive Yext’s long-term financial trajectory

  • Assist with capital planning efforts, corporate finance, and investor relations

  • Prepare presentations and key reporting to the Board of Directors and Executive Team


What You Have



  • Bachelor's Degree or similar college level education in Finance, Business, Economics or another quantitative field

  • 4-6 years of experience in finance at a tech/tech-adjacent company, investment banking, consulting or a related field

  • Power user of Excel/G Sheets. Experience using financial planning applications like Anaplan is a plus. Experience with business intelligence such as Tableau is a plus.

  • Ability to develop strong relationships with business partners at all levels of the organization

  • Proactive, self-motivated professional with an exceptional analytical skillset and a track record successfully building complex financial models from the ground up. Familiarity working with and articulating financial and accounting concepts

  • Experience driving corporate or department level strategic analysis and initiatives is highly preferred

  • Strong written and verbal communication skills and proven ability to effectively communicate complex concepts in a succinct, clear manner


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Pay ranges at Yext are established based on an analysis of salaries for positions with a similar level of accountability and impact in the relevant labor market. Salary levels are expected to change to reflect an employee’s job performance (results and impact) over time. Salaries at the time of hire are typically offered in the lower to middle of the above-referenced range in order to provide the opportunity to reflect performance-based increases over time. In addition to base salaries, employees at Yext are typically eligible for a comprehensive package of benefits including medical, dental and vision benefits; life insurance; short term and long-term disability; 401(k) retirement plan; and vacation and sick leave. Successful candidates may also be eligible for equity (stock) based compensation and/or variable pay programs based on performance relative to goals and targets.


Annual Base Pay Range
$88,650$140,000 USD

Yext is committed to building an inclusive and diverse culture where every person is seen, heard, and valued. We believe in equal employment opportunity and welcome employees and applicants of all races, colors, ethnicities, religions, creeds, national origins, ancestries, genetics, sexes, pregnancy or childbirth, sexual orientations, genders (including gender identity or nonbinary or nonconformity and/or status as a trans individual), ages, physical or mental disabilities, citizenships, marital, parental and/or familial status, past, current or prospective service in the uniformed services, or any characteristic protected under applicable law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. It is Yext’s policy to provide reasonable accommodations to people with disabilities as required by law. If you have a disability that requires an accommodation in completing this application, interviewing, or participating in the employee selection process, please complete this form.