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Impact Finance - Affordable Housing Funds Project Manager / Underwriter-logo
Impact Finance - Affordable Housing Funds Project Manager / Underwriter
US BankGresham, OR
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description U.S. Bancorp Impact Finance is currently seeking a strong candidate to join our growing team of tax credit professionals. The candidate will primarily assist in originating, underwriting and closing of investments in multi-investor funds using the IRS Section 42 Low Income Housing Tax Credit Program (LIHTC), which facilitates the development of affordable housing throughout the country. Investments are made through U.S. Bancorp Community Development Corporation, affiliates, or subsidiaries for the purpose of accruing tax, cash, and CRA benefits. The Funds Project Manager is responsible for providing a broad variety of duties for the affordable housing tax credit production group. Position requires frequent use of PC software packages for word processing, spreadsheets, databases, etc. ESSENTIAL FUNCTIONS: Communicate, meet and negotiate with external customers and internal partners to gather information and assist in underwriting multi-investor fund investments and structuring equity proposals. Analyze and summarize components of LIHTC multi-investor fund investment packages for Business Development. Assist in the development, underwriting and closing of new products. Compile and analyze information for an assigned investment and make recommendations based on findings. Collect and interpret data to produce reports related to acquiring and underwriting LIHTC investments. Prepare high quality credit approval memos in support of the proposed investments while identifying the strengths, weaknesses, risks and mitigants; advocate for approval to make investments while leading a balanced discussion among reviewers. Lead the closing of all transactions originated including working with external and internal teams to obtain final credit approval, achieving timely closing and keeping management informed. Assist in the successful transition associated with making investments into multi-investor funds within USBCDC. Efficiently prioritize and complete a multitude of projects. Process a variety of confidential information and documents. Assist with research on and reports from internal and external databases and maintain investment pipeline. Participate in special projects as assigned. Collaborate effectively with teams across Affordable Housing, Syndications and other groups throughout USBIF Basic Qualifications Typically Bachelor's degree and six or more years of related experience OR MBA/JD with three or more years of directly related experience Preferred Qualifications: A major in Economics, Finance, Accounting, Real Estate or Urban/Regional Planning and Development. Five or more years of experience in commercial real estate activities. Three or more years in business development, underwriting, asset management or affordable housing finance Self-starter with an interest in community development and finance. This position is viewed as having upward potential based on performance and growth. Well-developed reading, writing, verbal presentation, and mathematical skills. Excellent time management skills, with the ability to effectively handle multiple tasks, and work under deadlines. Ability to interpret data and identify issues. Well-developed analytical and problem-solving skills. Proficient computer skills, especially Microsoft Office applications and financial spreadsheets. Location Expectations The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00 - $144,430.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

Finance: Revenue Planning & Analytics, Senior Professional-logo
Finance: Revenue Planning & Analytics, Senior Professional
KKR & Co. Inc.New York, NY
COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries. TEAM OVERVIEW KKR's Financial Planning & Analysis (FP&A) team functions to enable growth and profitability for the firm through management reporting, strategic planning, and insightful analytics. The FP&A team is responsible for designing efficient frameworks through internal and external data and reports to understand the market environment and business dynamics. The team tracks metrics and key performance indicators, including industry changes and business trends, to develop sustainable and scalable approaches that drive short and long term improvements across finance's processes and systems. The team reports to senior management and business partners to present the planning process, set targets for financial performance, and implement best practices. POSITION SUMMARY The Financial Planning & Analysis (FP&A) supports senior management, business leaders and functional leaders across the firm with management reporting, forecasting and budgeting, and insightful analytics and partnership. We are looking to hire a Revenue Planning & Analytics, Senior Professional to drive the firm's revenue planning activities. This role will report to the Head of Firm Reporting and Revenue Planning. This role will focus on coordinating revenue planning activities, specifically related to monetization and deployment, and will be critical in working with business and finance stakeholders across the firm. The ideal candidate would have a combination of financial acumen, business and stakeholder management skills, and an entrepreneurial mindset. The candidate should also have excellent verbal / written communication skills, and be a cultural fit with an emphasis on teamwork, diversity, excellence and results. RESPONSIBILITIES Manage the firm's monetization and deployment planning activities including both short-term and long-term forecasting and budgeting Coordinate with deal teams on a quarterly and ad-hoc basis to refresh deal exit projections and model firm realization revenues and scenarios Monitor actual revenue results and provide commentary on variances versus prior periods, budget and forecast at the firm and business unit level Partner with technology on various projects including maintenance and improvement of exit forecast system, build-out of KPI dashboards and implementation of future systems to streamline firm revenue modeling Support any ad-hoc projects across FP&A and have an entrepreneurial mindset Contribute to the short and long-term improvements across Finance's processes, systems and tools Add to the culture and overall vision / mission of the team QUALIFICATIONS BS/BA in Finance, Economics, Engineering or other quantitative discipline with a record of strong achievement MBA, CFA, CPA or other advanced degree or certification preferred Experience with management reporting, budgeting, planning and forecasting, preferably in private equity or the financial services industry Ability to deliver in a fast-paced environment with tight deadlines and multiple demands Demonstrated problem-solving and decision-making skills Excellent communication and presentation skills, both in written form and verbally to senior stakeholders Exceptional excel skills required Strong organizational, planning, quantitative modeling, problem-solving skills and strategic thinking Focused attention to detail and high standards for quality, efficiency and accuracy in their work product Collaborative, team-oriented, service-oriented and solutions-oriented This is the expected annual base salary range for this New York-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Base Salary Range $100,000 - $130,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.

Posted 3 weeks ago

Strategic Finance Analyst Or Sr-logo
Strategic Finance Analyst Or Sr
Cambia HealthSpokane, WA
Strategic Finance Analyst or Senior Work from Home within Oregon, Washington, Idaho or Utah Build a career with purpose. Join our Cause to create a person-focused and economically sustainable health care system. Who We Are Looking For: Every day, Cambia's dedicated team of Financial Analysts is living our mission to make health care easier and lives better. As a member of the Strategic Finance team, our Financial Analysts serves as a trusted finance business partner in the area(s) of support, by providing financial guidance and support; builds budgets, forecasts, conducts variance analysis and reporting; prepares financial analysis and support such as cost-benefit, return on investment and capital resource analysis for new business opportunities, proposals, contracts, or product development; supports cost savings and process improvement efforts; provides financial governance and oversight - all in service of creating an economically sustainable health care system. Do you have a passion for serving others and learning new things? Do you thrive as part of a collaborative, caring team? Then this role may be the perfect fit. What You Bring to Cambia: Qualifications: Strategic Finance Analyst typically requires a bachelor's degree in business, accounting, economics, or statistics. CPA, CMA, MBA or ASA, along with health insurance experience preferred plus 5-7 years of experience or equivalent combination of education and experience. Strategic Finance Analyst Senior typically requires a bachelor's degree in business, accounting, economics or statistics. CPA, CMA, MBA or ASA, along with health insurance experience preferred plus 7-9 years of experience or equivalent combination of education and experience. Skills and Attributes: Working knowledge of applicable statutes, policies and procedures in a specific functional area. Readily identifies and effectively articulates issues and alternatives. Demonstrated success with repeated solid decision-making. Demonstrated effectiveness in communications, including the ability to extract and articulate key business issues in a manner that is meaningful to the audience. Demonstrated knowledge of business principles, theories, and concepts, as well as knowledge in multiple business areas (e.g. operations, HR, marketing, health care services, etc.). Proven track record in providing solid consultation, education, and influence to the business. What You Will Do at Cambia: This position will have a mix of traditional financial planning and budgeting (FP&A), with business case and ad hoc analysis work (from staffing models to contract/RFP analysis work) and will support the Clinical Services area which is a sub division of the Health Care Services division and act as the FP&A consolidator for forecasting and budgeting to the overall HCS division. This position will also be involved in our Cost Stewardship program, a program that is cross functional to drive claims savings initiatives to aid in making healthcare affordable to our members. Specifically supporting the Payment Integrity execution team, which is 1 of the 4 execution teams that make up the Cost Stewardship program. Responsibilities: Demonstrated experience in delivering highly effective presentations to a group or team. Develops financial models and analysis using advanced analytical techniques and complex financial systems; provides business with solid alternatives to issues; some guidance required. Plans, organizes, schedules, coordinates and monitors a variety of work streams. Provides training or consulting expertise to other departments, analysts and external stakeholders. Identifies, raises and effectively articulates issues with multi-business area or cross-functional impacts; provides informal leadership if needed, monitors and improves unit work flow/processes. Work Environment No unusual working conditions. Work primarily performed in office environment. The expected hiring range for a Strategic Finance Analyst is $83,300.00 - $105,000.00 depending on skills, experience, education, and training; relevant licensure / certifications; performance history; and work location. The bonus target for this position is 10%. The current full salary range for this role is $78,000.00 to $128,000.00. The expected hiring range for a Strategic Finance Analyst Sr is $100,300.00 - $125,000.00 depending on skills, experience, education, and training; relevant licensure / certifications; performance history; and work location. The bonus target for this position is 15%. The current full salary range for this role is $94,000.00 to $154,000.00. #LI-remote About Cambia Working at Cambia means being part of a purpose-driven, award-winning culture built on trust and innovation anchored in our 100+ year history. Our caring and supportive colleagues are some of the best and brightest in the industry, innovating together toward sustainable, person-focused health care. Whether we're helping members, lending a hand to a colleague or volunteering in our communities, our compassion, empathy and team spirit always shine through. Why Join the Cambia Team? At Cambia, you can: Work alongside diverse teams building cutting-edge solutions to transform health care. Earn a competitive salary and enjoy generous benefits while doing work that changes lives. Grow your career with a company committed to helping you succeed. Give back to your community by participating in Cambia-supported outreach programs. Connect with colleagues who share similar interests and backgrounds through our employee resource groups. We believe a career at Cambia is more than just a paycheck - and your compensation should be too. Our compensation package includes competitive base pay as well as a market-leading 401(k) with a significant company match, bonus opportunities and more. In exchange for helping members live healthy lives, we offer benefits that empower you to do the same. Just a few highlights include: Medical, dental and vision coverage for employees and their eligible family members, including mental health benefits. Annual employer contribution to a health savings account. Generous paid time off varying by role and tenure in addition to 10 company-paid holidays. Market-leading retirement plan including a company match on employee 401(k) contributions, with a potential discretionary contribution based on company performance (no vesting period). Up to 12 weeks of paid parental time off (eligibility requires 12 months of continuous service with Cambia immediately preceding leave). Award-winning wellness programs that reward you for participation. Employee Assistance Fund for those in need. Commute and parking benefits. Learn more about our benefits. We are happy to offer work from home options for most of our roles. To take advantage of this flexible option, we require employees to have a wired internet connection that is not satellite or cellular and internet service with a minimum upload speed of 5Mb and a minimum download speed of 10 Mb. We are an Equal Opportunity employer dedicated to a drug and tobacco-free workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, age, sex, sexual orientation, gender identity, disability, protected veteran status or any other status protected by law. A background check is required. If you need accommodation for any part of the application process because of a medical condition or disability, please email CambiaCareers@cambiahealth.com. Information about how Cambia Health Solutions collects, uses, and discloses information is available in our Privacy Policy.

Posted 30+ days ago

Financial Modeling And Strategic Finance Leader-logo
Financial Modeling And Strategic Finance Leader
Armanino Mckenna Certified Public Accountants & ConsultantsBellevue, WA
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Public Accounting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Armanino's Valuation and Financial Modeling ("VFM") Practice assists start-ups, private and public companies, estates, attorneys, as well as venture capital and private equity firms with business valuation, tangible asset, and custom financial modeling services. Armanino's VFM team has a track record of delivering industry leading expertise and value to clients across a wide range of industries and consulting assignments. We are seeking a Financial Modeling and Strategic Finance Leader to lead and expand this sub-practice, working collaboratively to deliver outstanding client service while mentoring a team of rising professionals. This role will work closely with senior leadership and clients to build complex financial models, provide insights, and drive data-driven decision-making. The ideal candidate has extensive experience in financial modeling, corporate finance, and strategic advisory, with a strong ability to communicate financial insights to executive stakeholders. We are looking to add to our wickedly smart team in the one of the following locations: the San Francisco Bay Area, Los Angeles, or Irvine (California); Dallas or Austin (Texas); Seattle, (Washington); St. Louis (Missouri); Chicago (Illinois); Philadelphia (Pennsylvania); New York (New York); or Denver (Colorado). The ideal candidate will also have experience with integrated Capital Markets readiness and Value Creation projects. This includes advising clients on how to prepare for liquidity events, IPOs, debt and equity financing, and optimizing their financial structure for long-term success. Additionally, they will work with clients to identify and implement key value drivers that enhance enterprise value and operational efficiency. This individual must be both highly analytical, with the ability to dive into complex financial models, and an effective mentor, capable of teaching and developing others to help build a strong financial modeling and strategic finance practice. Additionally, the ideal candidate should have an interest or experience in business development, including identifying new client opportunities, building relationships, and expanding Armanino's service offerings in the financial modeling and strategic finance space. Job Responsibilities Develop, maintain, and improve financial models for various business scenarios, including forecasting, budgeting, capital planning, and valuation. Provide strategic financial insights and recommendations to clients, helping them optimize performance and achieve growth objectives. Conduct financial analysis and scenario planning to evaluate business strategies, capital allocation, and investment opportunities. Lead and execute financial due diligence, mergers & acquisitions (M&A) analysis, and other transaction-related financial modeling. Collaborate with internal and external stakeholders, including executives, investors, and finance teams, to deliver high-impact financial solutions. Guide clients in implementing best practices for financial planning, reporting, and operational efficiencies. Advise clients on capital markets readiness, including IPO preparation, financing strategies, and financial structuring. Identify and implement key value creation drivers to enhance enterprise value and operational efficiency. Leverage data analytics and visualization tools to present financial information in an impactful and digestible manner. Mentor and develop junior team members in financial modeling and strategic finance best practices, helping to build a strong practice within Armanino. Support business development efforts by identifying new client opportunities, building relationships, and expanding Armanino's financial modeling and strategic finance service offerings. Have ownership of, and manage, key initiatives and metrics, including but not limited to metrics related to billing, utilization, and A/R. Requirements Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred. Minimum 7 years of experience in valuation, financial modeling, corporate finance, investment banking, private equity, or strategic finance. Advanced proficiency in financial modeling and Excel, with strong experience in valuation techniques, DCF, LBO, and M&A modeling. Expertise in financial planning & analysis (FP&A) and strategic decision support. Strong understanding of accounting principles and financial reporting. Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders. Ability to work in a fast-paced, client-facing environment and manage multiple projects simultaneously. Strong leadership and mentoring skills, with the ability to develop and grow a team of financial professionals. Strong client communication skills Preferred Qualifications Experience with financial forecasting tools, BI platforms, and data visualization software (e.g., Tableau, Power BI) is a plus. Interest or experience in business development, including identifying client opportunities, relationship-building, and expanding service offerings. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $180,000 - $280,000. For Illinois residents, the compensation range for this position: $180,000 - $280,000. For Washington residents, the compensation range for this position: $190,000 - $280,000. For New York residents, the compensation range for this position: $190,000 - $280,000. For Southern California residents, the compensation range for this position: $190,000 - $280,000. For Northern California residents, the compensation range for this position: $200,000 - $280,000. Compensation may vary based on skills, role, and location. Armanino has a robust offering of benefits, including: Medical, dental, vision Generous PTO plan and paid sick time Flexible work arrangements 401K with Profit Sharing Wellness program Generous parental leave 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Posted 30+ days ago

EPM Oracle Finance Consultant, Senior Associate-logo
EPM Oracle Finance Consultant, Senior Associate
PwCFayetteville, AR
Industry/Sector Not Applicable Specialism Finance Management Level Senior Associate Job Description & Summary A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Demonstrates intimate abilities and/or a proven record of success as a team leader, leading practices in the following areas: Month End Consolidation, SEC and Statutory Reporting; Financial Master Data Management; and, Account Reconciliations. Demonstrates intimate abilities and/or a proven record of success as a team leader, leading technical implementation of EPM (Enterprise Performance Management) tools: Oracle Cloud EPM; Hyperion Planning & HFM (Hyperion Financial Management) Oracle EPBCS Enterprise Planning and Budgeting Cloud Service; FCCS - Financial Consolidation & Close Cloud Services; EDMCS - Enterprise Data Management Cloud Services; ARCS - Account Reconciliation Cloud Services; PCMCS - Profitability and Cost Management Cloud Services; and, Narrative Reporting (EPRCS) - Oracle Enterprise Performance Reporting Cloud Service Demonstrates intimate abilities and/or a proven record of success as a team leader, leading technical development of: General Oracle EPM configuration; Business Rule / Calculation Development; Data Integration, EPM automate, EPM Integration Agent; Master Data Management; User Security Configuration and Management; and, Report Development. Demonstrates intimate-level abilities and/or a proven record of success managing efforts with identifying and addressing client needs: building relationships with clients; developing an awareness of Firm services; communicating with the client in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and communicating potential conflicts to a supervisor. Demonstrates knowledge and exposure of the common issues facing clients in their industry. Demonstrates intimate-level abilities and/or a proven record of success managing efforts with identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Demonstrates intimate abilities and/or a proven record of success as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Demonstrates intimate abilities and/or a proven record of success as a team leader working with cloud based collaboration and project management tools. Demonstrates highly efficient and effective communication through MS Office (Word, Excel, PowerPoin Travel Requirements Up to 80% Job Posting End Date October 3, 2025 Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 6 days ago

EPM Oracle Finance Consultant, Senior Associate-logo
EPM Oracle Finance Consultant, Senior Associate
PwCNew Orleans, LA
Industry/Sector Not Applicable Specialism Finance Management Level Senior Associate Job Description & Summary A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Demonstrates intimate abilities and/or a proven record of success as a team leader, leading practices in the following areas: Month End Consolidation, SEC and Statutory Reporting; Financial Master Data Management; and, Account Reconciliations. Demonstrates intimate abilities and/or a proven record of success as a team leader, leading technical implementation of EPM (Enterprise Performance Management) tools: Oracle Cloud EPM; Hyperion Planning & HFM (Hyperion Financial Management) Oracle EPBCS Enterprise Planning and Budgeting Cloud Service; FCCS - Financial Consolidation & Close Cloud Services; EDMCS - Enterprise Data Management Cloud Services; ARCS - Account Reconciliation Cloud Services; PCMCS - Profitability and Cost Management Cloud Services; and, Narrative Reporting (EPRCS) - Oracle Enterprise Performance Reporting Cloud Service Demonstrates intimate abilities and/or a proven record of success as a team leader, leading technical development of: General Oracle EPM configuration; Business Rule / Calculation Development; Data Integration, EPM automate, EPM Integration Agent; Master Data Management; User Security Configuration and Management; and, Report Development. Demonstrates intimate-level abilities and/or a proven record of success managing efforts with identifying and addressing client needs: building relationships with clients; developing an awareness of Firm services; communicating with the client in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and communicating potential conflicts to a supervisor. Demonstrates knowledge and exposure of the common issues facing clients in their industry. Demonstrates intimate-level abilities and/or a proven record of success managing efforts with identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Demonstrates intimate abilities and/or a proven record of success as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Demonstrates intimate abilities and/or a proven record of success as a team leader working with cloud based collaboration and project management tools. Demonstrates highly efficient and effective communication through MS Office (Word, Excel, PowerPoin Travel Requirements Up to 80% Job Posting End Date October 3, 2025 Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 6 days ago

Member Of Client Operations, Finance-logo
Member Of Client Operations, Finance
Anchorage DigitalNew York, NY
At Anchorage Digital, we are building the world's most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the only federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital, and other offerings. The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn. As a Member of Client Operations, Finance you will be responsible for the operational processes related to client invoicing, application of the invoice payments, as well as client communication related to those activities. You may also be required to explore adopting, optimizing, and executing additional finance-related operational processes such as 1099 preparation. This role is crucial for fostering positive client relationships and ensuring the smooth financial interaction between Anchorage Digital and our institutional clients. If you are a detail-oriented individual with exceptional communication skills and a strong commitment to maintaining accurate financial information and providing outstanding client support we invite you to apply! A successful candidate will be able to demonstrate: Experience in accurately applying payments to client billing accounts and verifying the resulting balances. Proven experience in performing timely and accurate reconciliation of payments to client accounts against internal records and bank invoices/statements. Experience in expertly responding to client inquiries regarding their billing account balances, providing clear, concise, and accurate explanations. Experience in collaborating with cross-functional teams to investigate and resolve client payment or balance-related issues. We have created the Factors of Growth & Impact to help Villagers better measure impact and articulate coaching, feedback, and the rich and rewarding learning that happens while exploring, developing, and mastering the capabilities and contributions within and outside of the Member of Client Operations, Finance role: Technical Skills: Demonstrated proficiency in accounting software or ERP systems used for payment processing and accessing client account information. Understanding of different payment methods and how they are recorded and reflected in client account balances. Strong skills in using spreadsheet software (e.g., Excel, Google Sheets) for reviewing and analyzing client account data to address inquiries. Complexity and Impact of Work: Responsibility for ensuring the ongoing accuracy of client account balances. Significant impact on maintaining positive client relationships through timely, accurate, and helpful responses to balance inquiries or other related billing matters. Contribution to the accuracy of financial records by ensuring correct payment application to client accounts. Role in upholding established financial controls related to client account information. Organizational Knowledge: Willingness to learn and understand Anchorage Digital's payment processing workflows and how client balances are maintained. Strong commitment to providing exceptional client service regarding account-related inquiries. Ability to act on established procedures and contribute to accurate client account management in a dynamic environment as well as drive process improvements. Communication and Influence: Ability to clearly and professionally communicate account balance information and payment details to clients. Proven experience in resolving client inquiries and providing clear, accurate explanations regarding their account status and payment history. You may be a fit for this role if you have: Proven experience in accurately maintaining client account billing balances through diligent payment processing and reconciliation. Strong understanding of payment application processes and their impact on client accounts. Demonstrated ability to expertly respond to client inquiries regarding their account balances with clarity and professionalism. Solid experience in reconciling payments to client accounts and resolving any balance discrepancies. A meticulous and detail-oriented approach to managing client financial information. Excellent written and verbal communication skills with a strong client service orientation. 2+ years of experience in an Accounts Receivable or client-facing role focused on account reconciliation and client support. Although not a requirement, bonus points if: Experience managing client billing accounts or responding to inquiries in the digital asset or financial technology industry. Familiarity with accounting software used in the cryptocurrency or fintech space, particularly related to payment processing and client account views. Basic understanding of how payment processing impacts client balances and financial reporting. You were emotionally moved by the soundtrack to Hamilton, which chronicles the founding of a new financial system. :) About Anchorage Digital: Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 300 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy. Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work-regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. "Anchorage Digital" refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation. Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.

Posted 1 week ago

Lead, Strategic Finance - Enterprise Technology And Experience-logo
Lead, Strategic Finance - Enterprise Technology And Experience
Massmutual Financial GroupBoston, MA
ABOUT CORPORATE FINANCE: At MassMutual, we're passionate about helping millions of people find financial freedom and this passion has driven our approach to developing highly interactive digital experiences for our customers. As a member of Corporate Finance, you'll have an opportunity to join an engaged team of professionals who provide high-quality analysis and advice to the enterprise's leadership team and actively support both growth and profitability. The Team This role will be an important member of the Strategic Finance Business Partner ("SFBP") team, a group comprised of financial and actuarial professionals aligned to our life insurance and annuity business channels, operations, technology, and other organizations. Analyses and information regarding key performance measures and sources and quality in relation to targets and benchmarks at the channel, subchannel and product levels are used in partnership with the client areas to inform decision making and support broad enterprise planning. Key regular topics include competitiveness, sales targets, performance against key metrics, and incentive plan targets. SFBP team members are motivated by the opportunity to apply their knowledge, experience, and communication skills to influence the strategic direction and performance of their client areas and the enterprise as a whole. The team shares best practices, approaches, and information weekly, working closely with all areas of Corporate Finance to bring holistic CFO support to clients, influence Corporate Finance priorities and communications, and maximize CFO efficiency and operational performance. RESPONSIBILITIES: Financial Planning & Forecasting: Lead the development of annual budgets, long-term financial plans, and periodic forecasts. Provide financial modeling and scenario analysis to guide business decisions and develop business cases. Business & Performance Analysis: Analyze financial and operational performance to identify trends, risks, and opportunities. Develop and track key performance indicators (KPIs) to drive business efficiency. Assist in preparation of monthly, quarterly, and annual financial reports for senior leadership. Strategic Decision Support: Partner with business partners to provide financial insights that support growth and profitability. Evaluate investment opportunities, cost-saving initiatives, and strategic projects. Participate in financial due diligence for M&A and other strategic initiatives. Process Improvement & Financial Systems: Enhance financial reporting processes and drive automation initiatives. Implement best practices for budgeting, forecasting, and financial analysis. Leadership & Stakeholder Management: Lead and mentor a financial analyst. Collaborate with Finance colleagues and Business partners. Present financial insights and recommendations to SFBP Head of ETX & GBS. Qualifications & Skills: Education:Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred. Experience: 8+ years in FP&A, Technology Finance, or related roles, with at least 3 years in a senior leadership position. Technical Skills: Expertise in financial modeling, forecasting, and variance analysis. Strong proficiency in Excel, financial planning software (e.g., Anaplan, Adaptive Insights), and ERP systems (e.g., SAP). Knowledge of business intelligence tools (e.g., Power BI, Tableau, MicroStrategy) is a plus. Knowledge of Apptio Technology Business Management tool is a plus. Soft Skills: Strong analytical and strategic thinking. Excellent communication and presentation skills. Ability to influence and partner with senior leadership. Strong leadership and team management abilities. #IZ-LI1 Salary Range: $159,800.00-$209,700.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Posted 30+ days ago

EPM Oracle Finance Consultant, Senior Associate-logo
EPM Oracle Finance Consultant, Senior Associate
PwCLittle Rock, AR
Industry/Sector Not Applicable Specialism Finance Management Level Senior Associate Job Description & Summary A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Demonstrates intimate abilities and/or a proven record of success as a team leader, leading practices in the following areas: Month End Consolidation, SEC and Statutory Reporting; Financial Master Data Management; and, Account Reconciliations. Demonstrates intimate abilities and/or a proven record of success as a team leader, leading technical implementation of EPM (Enterprise Performance Management) tools: Oracle Cloud EPM; Hyperion Planning & HFM (Hyperion Financial Management) Oracle EPBCS Enterprise Planning and Budgeting Cloud Service; FCCS - Financial Consolidation & Close Cloud Services; EDMCS - Enterprise Data Management Cloud Services; ARCS - Account Reconciliation Cloud Services; PCMCS - Profitability and Cost Management Cloud Services; and, Narrative Reporting (EPRCS) - Oracle Enterprise Performance Reporting Cloud Service Demonstrates intimate abilities and/or a proven record of success as a team leader, leading technical development of: General Oracle EPM configuration; Business Rule / Calculation Development; Data Integration, EPM automate, EPM Integration Agent; Master Data Management; User Security Configuration and Management; and, Report Development. Demonstrates intimate-level abilities and/or a proven record of success managing efforts with identifying and addressing client needs: building relationships with clients; developing an awareness of Firm services; communicating with the client in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and communicating potential conflicts to a supervisor. Demonstrates knowledge and exposure of the common issues facing clients in their industry. Demonstrates intimate-level abilities and/or a proven record of success managing efforts with identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Demonstrates intimate abilities and/or a proven record of success as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Demonstrates intimate abilities and/or a proven record of success as a team leader working with cloud based collaboration and project management tools. Demonstrates highly efficient and effective communication through MS Office (Word, Excel, PowerPoin Travel Requirements Up to 80% Job Posting End Date October 3, 2025 Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 6 days ago

EPM Oracle Finance Consultant, Manager-logo
EPM Oracle Finance Consultant, Manager
PwCBoston, MA
Industry/Sector Not Applicable Specialism Finance Management Level Manager Job Description & Summary A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Demonstrates intimate abilities and/or a proven record of success as a team leader, leading practices in the following areas: Month End Consolidation, SEC and Statutory Reporting; Financial Master Data Management; and, Account Reconciliations. Demonstrates intimate abilities and/or a proven record of success as a team leader, leading technical implementation of EPM (Enterprise Performance Management) tools: Oracle Cloud EPM; Hyperion Planning & HFM (Hyperion Financial Management) Oracle EPBCS Enterprise Planning and Budgeting Cloud Service; FCCS - Financial Consolidation & Close Cloud Services; EDMCS - Enterprise Data Management Cloud Services; ARCS - Account Reconciliation Cloud Services; PCMCS - Profitability and Cost Management Cloud Services; and, Narrative Reporting (EPRCS) - Oracle Enterprise Performance Reporting Cloud Service Demonstrates intimate abilities and/or a proven record of success as a team leader, leading technical development of: General Oracle EPM configuration; Business Rule / Calculation Development; Data Integration, EPM automate, EPM Integration Agent; Master Data Management; User Security Configuration and Management; and, Report Development. Demonstrates intimate-level abilities and/or a proven record of success managing efforts with identifying and addressing client needs: building relationships with clients; developing an awareness of Firm services; communicating with the client in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and communicating potential conflicts to a supervisor. Demonstrates knowledge and exposure of the common issues facing clients in their industry. Demonstrates intimate-level abilities and/or a proven record of success managing efforts with identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Demonstrates intimate abilities and/or a proven record of success as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Demonstrates intimate abilities and/or a proven record of success as a team leader working with cloud based collaboration and project management tools. Demonstrates highly efficient and effective communication through MS Office (Word, Excel, PowerPoint). Travel Requirements Up to 80% Job Posting End Date July 31, 2025 Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Practice Director (Finance & Accounting Permanent Placement)-logo
Practice Director (Finance & Accounting Permanent Placement)
Robert Half InternationalChicago, IL
JOB REQUISITION Practice Director (Finance & Accounting Permanent Placement) LOCATION IL CHICAGO JOB DESCRIPTION Job Summary The primary responsibility of the Practice Director is to maintain a consistent above average performance metrics, provide business generation leadership, motivation and direction to direct reports, participate in the recruitment of new hires, and effectively communicate with all levels within the organization. Key Core Competencies: Results and Execution (Drive & Operational Execution) Drive revenue generating activities/practice group performance. Execute operational focus areas. Meet productivity standards, individual and staff. Effectively manage time, plan and multi-task. Make quality decisions. Infrastructure (Resource Management) Reach target performance metrics, individual and staff. Attract and source. Train, develop and retain staff. Business Analysis Achieve pricing goals. Expert knowledge of practice group. Quickly recognize and act upon business trends on daily/weekly basis. Communication/Collaboration Effective communication (feedback, difficult messages and expectations) Promote a culture of collaboration. Motivate, inspire and lead by example. Provide recognition and celebrate successes. Manage change efforts. Facilitate resolution with internal staff, clients and candidates. Conduct effective meetings. Customer Focus Lead customer retention and expansion strategy. Build customer loyalty by providing superior service. Leadership Approach Leads with character, builds trust, respect and credibility through actions and behaviors. Promote and support an inclusive work environment. Aware of and accepts responsibility for own actions and behaviors. Create a positive, collaborative team culture. Strives to understand and support others. Follow through on commitments. Treats others fairly and consistently. Business and HR Responsibilities: Business generation, revenue and pricing goals: Based on location. Total Headcount: up to 4 including practice director. Qualifications: 1+ years talent solutions and/or management or equivalent experience required. Proven performance in talent manager/director role. Demonstrated success in business generation, leading and driving business development. Excellent communication, presentation and problem-solving skills. Proficient in MS Office, databases and other technology systems. Education: Bachelor's Degree or equivalent, preferred Salary: The typical salary range for this position is $70,000 to $95,000. The salary is negotiable depending upon experience and location. The position is eligible for a bonus based upon achievement of performance objectives. 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 IL CHICAGO

Posted 5 days ago

Sr. Finance Analyst, Manufacturing-logo
Sr. Finance Analyst, Manufacturing
Lucid MotorsCasa Grande, AZ
Leading the future in luxury electric and mobility At Lucid, we set out to introduce the most captivating, luxury electric vehicles that elevate the human experience and transcend the perceived limitations of space, performance, and intelligence. Vehicles that are intuitive, liberating, and designed for the future of mobility. We plan to lead in this new era of luxury electric by returning to the fundamentals of great design - where every decision we make is in service of the individual and environment. Because when you are no longer bound by convention, you are free to define your own experience. Come work alongside some of the most accomplished minds in the industry. Beyond providing competitive salaries, we're providing a community for innovators who want to make an immediate and significant impact. If you are driven to create a better, more sustainable future, then this is the right place for you. We are looking for a Sr. Finance Analyst to support Manufacturing, to deliver accurate, data-based financial information and analysis. This role will play an integral part of the Finance team that directly helps secure the success of the company. The focus of the team is to provide a high degree of financial transparency and modeling across the company and facilitate business decision coordination with all departments. The Role: Consolidate and analyze financial data including budget, forecast and actuals reconciliations, period-to-period variance analysis, analyzing cost deviation with variance explanations Be responsible for modeling business cases for multiple projects for manufacturing and logistics Develop profitability models estimating capital payback periods and rates of return Lead operating team alignment and decision making as pertains to financial implications; present data in cohesive reports that provide clear communication and recommendations Partner closely with the operating team to understand financial inputs and provide guidance on operating decisions Additional ad-hoc assignments and projects supporting departments across the organization including month-end financial reporting, longer-term Business Plan development, benchmarking and process analysis Driving cost reduction from manufacturing Qualifications: Bachelor's degree in Finance, Accounting or related field At least 2-3 years' relevant experience Proven technical, quantitative, and critical-thinking skills, high level of independent judgment, initiative and creativity to identify and clearly communicate key performance drivers to senior management Ability to manage multiple projects and assignments with a high degree of autonomy and accountability for results Demonstrated effective written, interpersonal, and oral communication skills Established ability using Microsoft Office software with a high proficiency with Excel Finance analyst experience at an Automotive OEM or Tier 1 Supplier - a huge plus! At Lucid, we don't just welcome diversity - we celebrate it! Lucid Motors is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, national or ethnic origin, age, religion, disability, sexual orientation, gender, gender identity and expression, marital status, and any other characteristic protected under applicable State or Federal laws and regulations. By Submitting your application, you understand and agree that your personal data will be processed in accordance with our Candidate Privacy Notice. If you are a California resident, please refer to our California Candidate Privacy Notice. To all recruitment agencies: Lucid Motors does not accept agency resumes. Please do not forward resumes to our careers alias or other Lucid Motors employees. Lucid Motors is not responsible for any fees related to unsolicited resumes.

Posted 30+ days ago

Head Of Finance-logo
Head Of Finance
Alpine Bank (CO)Denver, CO
General Purpose The Head of Finance is responsible for overseeing and managing all financial activities within Alpine Bank, ensuring financial health, stability, and alignment with strategic goals. This includes strategic financial planning, reporting, analysis, and risk management. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepares management and regulatory reports which are shared with various constituencies such as senior management, the board of directors, auditors and regulators, inclusive of the monthly Board Report. Manages the asset/liability process inclusive of ALM modeling and analysis, liquidity modeling and analysis, contingency funding plans and administering of the Asset Liability Committee. Manages the investment portfolio, inclusive of processing purchases and sales, monthly reporting, payment processing, credit review, broker analysis, and administering of the Investment Committee. Manages the bank's cash flow on a daily and long-term basis including working with correspondent banks. Interprets asset ratios, break-even analysis reports, profit margins, operating costs, generates complex financial analyses, modeling, forecasting and other metrics used in measuring fiscal stability. Assists the Chief Financial Officer (CFO) with holding company duties, capital management and other matters as needed by the CFO. Manages the bank's pricing process for both loans and deposits. Manages the Public Deposit Protection Act (PDPA)program. Manages the Insured Cash Sweep (ICS) program. Works with vendors to create the Enterprise Risk Management program (ERM). Creates, builds, processes and maintains the Current Expected Credit Loss (CECL) program. Regular and reliable on-site attendance is required as an essential function of this position. Other Duties/Responsibilities: Provides financial insights and recommendations to senior management. Ensures compliance with all relevant financial regulations and reporting requirements. Acts as the main liaison with primary regulators for safety and soundness examinations of the bank and holding company. Works closely with the Head of Accounting and Head of Business Intelligence to coordinate strong financial management of the bank. Advises and analyses capital investment opportunities. Assists the Head of Accounting with the annual budget process. Assists Head of Accounting with various internal and external audits. Assists other branches and departments of the bank with financial questions. Performs other duties as assigned. Supervisory Duties: Supervises and develops a team of finance professionals including Finance Officers and Finance Assistants. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability: Ability to translate the bank's vision, mission, and values to empower and motivate. Understands business implications of decisions; demonstrating knowledge of the market, competition, profitability and aligns department's work with strategic goals. Excellent understanding of business implications of decisions. Effortlessly works in a fast-paced environment with proven professional growth. Gives and receives mentoring in a mature and open manner. Excellent oral and written communication skills. Ability to share expertise with others. Excellent interpersonal skills. Ability to effectively interact with colleagues, management, and leadership. This position may require relocation. Demonstrates and teaches adaptability and change management skills. Strong analytical and problem-solving skills. Advanced proficiency in organizing and analyzing financial information and to accurately perform complex financial calculations. Ability to analyze financial data, identify trends, and develop solutions to financial challenges. Deep understanding of the banking industry, regulations, and financial instruments. Experience in identifying, assessing, and mitigating financial risks. Education or Formal Training: Bachelor's Degree in Accounting, Finance, Business or similar is required. Master's Degree preferred. CPA or CFA preferred. Possession of, or ability to obtain, a valid State of Colorado Drivers' License, required. Experience: 8 or more years of experience within a finance area of a financial institution. An equivalent combination of education and experience may be substituted on a year-to-year basis. Working Conditions Working Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers. Travel to conferences, meetings, and branch locations on a regular basis is necessary. The ability to work remotely from home may be an option with a minimum of 3 days a week in the office required. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $110,000.00 to $160,000.00 per year, depending on experience. Actual pay and Officer level will be commensurate with experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close July 1, 2025 , or until filled.

Posted 3 weeks ago

Join The AES Finance & Accounting Talent Community!-logo
Join The AES Finance & Accounting Talent Community!
AES CorporationHonolulu County, HI
Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a Fortune 500 company that's leading the charge in the global energy revolution. With operations spanning 14 countries, AES is committed to shaping a future through innovation and collaboration. Our dedication to innovation has earned us recognition as one of the Top Ten Best Workplaces for Innovators by Fast Company in 2022. And with our certification as a Great Place to Work, you can be confident that you're joining a company that values its people just as much as its groundbreaking ideas. AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023, we have the resources and expertise to make a significant impact as we provide electricity to 25 million customers worldwide. As the world moves towards a net-zero future, AES is committed to meeting the Paris Agreement's goals by 2050. Our innovative solutions, such as 24/7 carbon-free energy for data centers, are setting the pace for rapid, global decarbonization. If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a cleaner, more sustainable future - we're powering it. Apply now and energize your career with a true leader in the global energy transformation. Join the AES Finance & Accounting Talent Community! We invite you to join the AES Finance and Accounting Talent Community! Our finance roles typically involve preparing, collecting, and interpreting financial information, preparing budgets, reports, forecasts, and statutory returns, conducting financial analyses of proposals, investments, and fund sources, managing the organization's taxation affairs and cost accounting systems, cash flow, and controlling treasury while ensuring compliance with regulatory standards. In our Accounting teams, you might be responsible for accounting administration activities such as accounts payable, accounts receivable, billing, and invoicing. Join our talent community to be considered for new opportunities and receive notifications about AES job openings in Accounting, FP&A, M&A, Asset Reporting Management, Financial Reporting, Internal Controls and Audit, Project Finance, Financial Modeling, and Tax Compliance, Planning and Strategy, among others. Roles in these teams typically require a bachelor's degree and a background or clear interest in the relevant focus area. Disclaimer: This posting is not for a specific job requisition at AES. By applying, you express your interest in being considered for current and future employment opportunities at AES that align with your background and interests. Joining the Finance & Accounting Talent Community keeps you informed about new job opportunities within AES teams. Your Resume/CV and application information will be stored in our ATS, allowing our Recruiting team to find your profile and contact you about relevant AES openings. AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.

Posted 30+ days ago

Senior Financial Analyst, Strategic Finance & Analysis-logo
Senior Financial Analyst, Strategic Finance & Analysis
The Scripps Research InstituteSan Diego, CA
ABOUT US: Scripps Research is a nonprofit biomedical institute ranked as one of the most influential in the world for its impact on innovation. We are celebrating our 100-year legacy. This significant milestone marks a century of seminal discoveries in immunology, infectious diseases (such as COVID-19, flu, HIV), neuroscience, heart disease, cancer, and more. Located in La Jolla, California, the institute houses six research departments, multiple Nobel laureates, a top-ranked graduate school and a leading postdoctoral training program. We work hand-in-hand with researchers of the Scripps Research Translational Institute and Calibr to merge foundational studies in biology, chemistry and computer science with translational science to produce pioneering drugs and advances in digital and precision medicine. Together, we cultivate new scientific leaders and expand the frontiers of knowledge to deliver medical breakthroughs impacting human health around the globe. If you have a passion for making a difference, this could be your opportunity to join our transformative team. Celebrating a Century: https://100.scripps.edu/ POSITION TITLE: Senior Financial Analyst, Strategic Finance & Analysis POSITION SUMMARY: As the Senior Financial Analyst, you will help drive and support the development of financial strategies, and related planning, reporting, and analysis across Scripps Research. The Senior Financial Analyst will have the ability to build strong partnerships with both scientific and administration teams to influence strategic decision making and tactical execution. RESPONSIBILITIES AND DUTIES: Drive forecasting, annual budgeting, and long-range financial planning Provide analyses and strategic direction to ensure Scripps Research's financial commitments are met - internally and externally Develop and manage best-in-class forecasting and measurement tools and processes, defining KPIs and deriving insights to inform operational decision-making Improve performance by evaluating processes to drive efficiencies and/or maximize opportunities in new initiatives / strategic investments and measure results Support Scripps Research's leadership to evaluate new opportunities and initiatives Prepare presentations for the Board of Directors, Finance Committee, executive team and senior staff, and perform complex financial analyses on tight deadlines. Details of established essential functions for this position will be addressed/discussed during the interview process. REQUIREMENTS: 2+ years related work experience, preferably in the biotechnology or technology sectors or life sciences academic/research institutions, with strong analytic skills and ability to work in fast-paced, fluid environments Ability to understand complex business drivers, develop insights utilizing a data-driven approach, and communicate succinctly to a range of different audiences (principal investigators to executives and the Board of Directors) Adept in ambiguous situations, flexible and comfortable making decisions using available data points that can be limited and/or imperfect Adaptable to changing priorities while effectively managing multiple commitments Strategic mindset coupled with the desire to constantly improve the status quo Outstanding interpersonal and communication skills with proven experience in cultivating cross-collaborative working relationships across an organization Bachelor's Degree in Finance or similar field; prior background in investment banking or management consulting a plus. This is an on-campus position requiring 4 days per week working onsite from our La Jolla campus. COMPENSATION: The expected hiring range for this position is $98,000 to $112,700/annually, commensurate with experience. Consideration will be given to experience that exceeds the listed requirements. The above statements describe the level of work performed and expected in general terms. The statements are not intended to list all the responsibilities, duties and/or skills required of employees so classified, and the content herein is subject to change due to the business needs of Scripps Research, with or without notice. Furthermore, nothing in this job description shall be interpreted to be in conflict with or to eliminate or modify in any way the employment-at-will status of Scripps Research staff. EEO Statement: The Scripps Research Institute is an Equal Opportunity Employer. We promote diversity of thought, culture, and background in the fields of science. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.

Posted 3 weeks ago

Asset Finance Digital Experience Director-logo
Asset Finance Digital Experience Director
Huntington Bancshares IncDetroit, MI
Description Summary: Huntington has embarked on a client centric digital transformation for the Commercial Bank. The Commercial Digital team is focused on improving customer experience for Sales, origination and service journeys cutting across multiple products. We are equally passionate about creating process efficiencies and enhancing our colleague's experience to better service clients. We are seeking a highly motivated, strategic thinker to design and deliver technology solutions for the Asset Finance business. The unique segments of Asset Finance enable us to provide equipment finance (tax and non-tax solutions), asset-based lending, inventory financing, municipal financing, vendor financing, renewable energy financing, business aviation financing, and lender financing solutions throughout the entire product cycle - from manufacturer to end user The Commercial Digital Product Director is a transformational leader who will establish a target state digital strategy, roadmap informed by customer and business needs. The leader is responsible for delivering on the Asset finance digital portfolio in partnership with technology to deliver exceptional customer experience and operational excellence. Duties & Responsibilities: Designing and implementing digital strategy as part of Asset Finance's strategic goals Develop the digital experience roadmap ensuring business objectives and key results align to the segment priorities and product vision. Oversee delivery of the digital roadmap to deliver value to colleagues in sales and operations teams, as well as ease of use and seamless digital origination and servicing experience for our customers. Technology driven leader responsible for fostering a culture of collaboration with agile discipline to inspire teams to continuously improve delivery with a bias for execution. Enhancement of Customer - Colleague satisfaction throughout the lending process - from sales, origination and servicing. Collaborates on creation and tracking Key performance indicators to measure success, and leverage data-driven decision making for prioritization. Leverage industry insights to assess and recommend technology solutions that best meet business needs. Collaborate with Architecture and User Experience to design target state capabilities and experiences Required Qualifications: Bachelor's degree in business, technology, finance or related field 12+ years of business experience working in Commercial Banking (leadership in sales, operations, technology, credit, and/or digital/IT) Preferred Qualifications: Ability to educate and drive cultural awareness of Digital Channel strategy and opportunities Excellent influencing, consulting and communication (both oral and written) skills, with the ability to successfully interact with and relate complex technical information to multiples audiences in business terms Ability to independently manage multiple work efforts, including driving to execution, through key stakeholders across the bank Ability to effectively work in a matrixed organization with colleagues across various reporting structures Analytical skills to identify or discover trends or themes Ability to clearly articulate methodology for issue resolution to complex problems Problem solving and critical thinking, with the ability to identify root cause and proper solution Curiosity and passion for continuous learning in the industry and applying those learnings to your work. A bias toward execution and results. #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $125,000 - $255,000 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 2 weeks ago

Finance Manager-logo
Finance Manager
Haselwood Auto GroupBremerton, WA
Finance Managers offer vehicle financing to customers and provide them with a thorough explanation of aftermarket products and extended warranties. This includes and a complete explanation of manufacturer and dealership service procedures and policies. Process financing and leasing deals accurately and securing approval through financial sources. Understand and comply with federal, state and local regulations that affect the new and used-vehicle and finance departments. Create and maintain a program with the sales department that will ensure all new sales are referred to the F&I department. Assist in training and providing the sales team with information on finance and lease programs and the benefits of the dealership's financing and extended service programs. Ensure a positive experience for our clients If you are a positive-minded, go-getting individual looking for a great opportunity with a team that will help you succeed, you may be the perfect person for this position! In accordance with RCW 49.44.240 this position is identified as Safety Sensitive and is subject to pre-employment drug screening including cannabis. Requirements HS Graduation or equivalent. Automotive experience as a finance manager. Demonstrated communication and interpersonal skills. Excellent mathematical skills. Valid, unrestricted driver's license for more than 3 years. Benefits - What we offer Competitive pay $60,000 - $400,000 Commission Weekly pay 401K with employer match up to 50% of 5% Medical, Dental, Life & Vision Insurance starting first of the month upon hire! 1 week of Paid Vacation after 6 months of employment Sick Leave that is accrued at the rate of 1 hour per 40 hours worked Employee Wellness Program Employee Assistance Program for all employees Employee Vehicle Purchase Program Employee Referral Program We look forward to meeting you! Apply today https://www.haselwoodautogroup.com/ Equal Opportunity Employer

Posted 30+ days ago

Automotive Finance Manager-logo
Automotive Finance Manager
Ed Napleton Automotive GroupIndianapolis, IN
The Ed Napleton Automotive Group is looking for our next Automotive Finance & Insurance Manager. This is an exciting opportunity in a growing, fast-paced industry. Located at one of Napleton's Indianapolis area Dealerships, which include: Hyundai of Carmel, KIA of Carmel, Genesis of Carmel, KIA of Fishers, and Italian Imports. the Automotive Finance and Insurance Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. With your background in automotive sales or finance, you'll find the right finance and insurance products for every customer, no matter what their situation. 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: Aggressive compensation plans $150,000-$300,000 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: Welcome customers to the store and transition them from Sales to Finance during their vehicle purchase process Work directly with our employees and customers to develop relationships Determine customer financing needs and payment options based on a consultative interview process Present a fully transparent pricing menu to customers detailing their financing options and products Process finance transactions and ensure 100% compliance with all state and federal laws and regulations Follow up with customers to ensure satisfaction Build rapport with customers to create a base of referrals Set and achieve targeted sales goals Gain superior product knowledge to effectively help customers Ensure that all administrative processes are handled in a timely fashion and in compliance with company policy Provide an exceptional customer experience to drive loyalty Job Requirements: High school diploma or equivalent Proven ability to provide an exceptional customer experience Ability to set and achieve targeted goals Highly detail-oriented and organized 2+ years of Automotive F & I experience required Demonstrated communication, consultative, interpersonal, and organizational skills Experience and desire to work with technology Valid in-state driver's license and an acceptable, safe driving record 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 Finance Manager, Auto Finance, Automotive Finance Manager

Posted 2 days ago

Product Owner - Finance And Tax-logo
Product Owner - Finance And Tax
The Mosaic CompanyTampa, FL
The Mosaic Company (NYSE: MOS) is the world's leading integrated producer of concentrated phosphate and potash-two of the three most important nutrients in agriculture. We employ more than 13,000 people in six countries to serve farmers all over the world. Our Headquarters is in Lithia, Florida with operations throughout North America (U.S./Canada) and South America. At Mosaic We Help the World Grow the Food it Needs- Apply today and join our team! The Product Owner- Finance and Tax will be responsible for defining and prioritizing product features, ensuring alignment with business goals, and driving the successful implementation of SAP S4/HANA and complimentary solutions. You will influence the successful execution and adoption of new and innovative ways of working while leveraging deep business expertise and working closely with various business stakeholder groups and IT to ensure holistic processes and solutions are delivered that exceed expectations. What will you do? Product Roadmap: Define product vision, product roadmap and growth opportunities for Corporate Finance and Tax. Prioritize epics, features and stories to ensure work focuses on those with maximum value and are aligned with product strategy. Incorporate feature requests into product roadmap. Product Backlog Management: Responsible for managing and clearly expressing Product Backlog items that demonstrate business outcomes/benefits. Provide elaboration of the user stories and confirm understanding of the items in the Product Backlog. Deliver a visible, transparent, and clear Product Backlog to all using product management tools such as Jira . Ensure that the team always has an adequate amount of prior prepared tasks to work on and understanding of what the Scrum Team will work on next. Scrum Team Leadership: Work closely with the scrum team throughout the development process. Lead the product release plans and set the expectation for delivery of new functionalities. Plan releases and upgrades; set sprint goals. Follow progress of work and address production issues during sprints. Partnership with Stakeholders: Work with business stakeholders, IT Business Partners, and other team members to understand business opportunities and strategy, drive development of solutions that support short- and long-term objectives and ensure stakeholder needs are reflected in backlog. . Quality Assurance: Understand, create, and implement test plan, automation, and validation procedures based on stated product features and acceptance criteria. Analyze test findings as needed to determine whether they constitute a defect against existing requirements or a request for enhancement. Other projects and job duties as assigned. What do you need for this role? Associate's degree in Business, Marketing, Finance, Supply Chain, Computer Science, Engineering, or related area required. Bachelor's degree in Business, Marketing, Finance, Supply Chain, Computer Science, Engineering, or related area preferred. For those candidates without a bachelor's degree, 10+ years of relevant experience is required. 7+ years of experience in a Product Owner and/or Business Analyst role with a focus on Finance and Tax, or direct business experience in Finance and Tax. Advanced knowledge of SAP Finance (Record to Report) and Tax business processes, including financial implications. Experience using product management tools such as Jira. Knowledge of SAP S4/HANA v2019 or higher. Certifications from either Scrum Alliance (CSP/A-CSPO) or Scaled Agile (Certified SAFe Product Owner/Manager) preferred. Strong experience with defining solution strategies, analyzing systems requirements, and developing business features that illustrate desired business capabilities Strong demonstration of Agile methodologies and techniques through hands-on management of product features, detailed user stories, prioritizing backlogs, and participating in Agile ceremonies. Direct hands-on experience with refining backlogs and coordinating and prioritizing conflicting requirements. Ability to translate metrics into business decisions of importance and priorities Successful track record of delivering projects within deadlines and budgets. Global project experience and experience working with Brazil preferred. Experience in filling the role of Product Owner role in either Scrum or Scaled Agile Framework methodologies preferred Excellent verbal, written, listening and presentation communication skills Ability to present and discuss technical information in a way that establishes rapport, persuades others, and gains understanding with the technical and the business teams Strong organizational and planning skills as well as attention to detail Ability to effectively work and create effective partnerships with employees at all levels within the organization Ability to anticipate and understand business strategies, objectives and priorities Strong leader that possesses a hands-on, lead by example approach Excellent interpersonal and teamwork skills Ability to adapt to a continually changing business and work environment and manage multiple priorities Demonstrated critical thinking and decision making skills Excellent analysis and problem-solving skills Ability to provide oversight across multiple initiatives or projects. Ability to handle confidential and sensitive information Strong English language skills, both written and speaking Portuguese written and speaking language skills are preferred Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook), Visio and Teams What's in it for you: A competitive base salary + bonus incentives 11 paid holidays each year A generous 401k with a company match and annual company contributions Paid sick leave Paid vacation time A robust benefits package which includes Medical, Dental, and Vision insurance, life & disability Tuition reimbursement Paid Paternity/Maternity Leave

Posted 4 weeks ago

Join The AES Finance & Accounting Talent Community!-logo
Join The AES Finance & Accounting Talent Community!
AES CorporationArlington, VA
Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a Fortune 500 company that's leading the charge in the global energy revolution. With operations spanning 14 countries, AES is committed to shaping a future through innovation and collaboration. Our dedication to innovation has earned us recognition as one of the Top Ten Best Workplaces for Innovators by Fast Company in 2022. And with our certification as a Great Place to Work, you can be confident that you're joining a company that values its people just as much as its groundbreaking ideas. AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023, we have the resources and expertise to make a significant impact as we provide electricity to 25 million customers worldwide. As the world moves towards a net-zero future, AES is committed to meeting the Paris Agreement's goals by 2050. Our innovative solutions, such as 24/7 carbon-free energy for data centers, are setting the pace for rapid, global decarbonization. If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a cleaner, more sustainable future - we're powering it. Apply now and energize your career with a true leader in the global energy transformation. Join the AES Finance & Accounting Talent Community! We invite you to join the AES Finance and Accounting Talent Community! Our finance roles typically involve preparing, collecting, and interpreting financial information, preparing budgets, reports, forecasts, and statutory returns, conducting financial analyses of proposals, investments, and fund sources, managing the organization's taxation affairs and cost accounting systems, cash flow, and controlling treasury while ensuring compliance with regulatory standards. In our Accounting teams, you might be responsible for accounting administration activities such as accounts payable, accounts receivable, billing, and invoicing. Join our talent community to be considered for new opportunities and receive notifications about AES job openings in Accounting, FP&A, M&A, Asset Reporting Management, Financial Reporting, Internal Controls and Audit, Project Finance, Financial Modeling, and Tax Compliance, Planning and Strategy, among others. Roles in these teams typically require a bachelor's degree and a background or clear interest in the relevant focus area. Disclaimer: This posting is not for a specific job requisition at AES. By applying, you express your interest in being considered for current and future employment opportunities at AES that align with your background and interests. Joining the Finance & Accounting Talent Community keeps you informed about new job opportunities within AES teams. Your Resume/CV and application information will be stored in our ATS, allowing our Recruiting team to find your profile and contact you about relevant AES openings. AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.

Posted 30+ days ago

US Bank logo
Impact Finance - Affordable Housing Funds Project Manager / Underwriter
US BankGresham, OR
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Job Description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

U.S. Bancorp Impact Finance is currently seeking a strong candidate to join our growing team of tax credit professionals. The candidate will primarily assist in originating, underwriting and closing of investments in multi-investor funds using the IRS Section 42 Low Income Housing Tax Credit Program (LIHTC), which facilitates the development of affordable housing throughout the country. Investments are made through U.S. Bancorp Community Development Corporation, affiliates, or subsidiaries for the purpose of accruing tax, cash, and CRA benefits. The Funds Project Manager is responsible for providing a broad variety of duties for the affordable housing tax credit production group. Position requires frequent use of PC software packages for word processing, spreadsheets, databases, etc.

ESSENTIAL FUNCTIONS:

  1. Communicate, meet and negotiate with external customers and internal partners to gather information and assist in underwriting multi-investor fund investments and structuring equity proposals.

  2. Analyze and summarize components of LIHTC multi-investor fund investment packages for Business Development.

  3. Assist in the development, underwriting and closing of new products.

  4. Compile and analyze information for an assigned investment and make recommendations based on findings.

  5. Collect and interpret data to produce reports related to acquiring and underwriting LIHTC investments.

  6. Prepare high quality credit approval memos in support of the proposed investments while identifying the strengths, weaknesses, risks and mitigants; advocate for approval to make investments while leading a balanced discussion among reviewers.

  7. Lead the closing of all transactions originated including working with external and internal teams to obtain final credit approval, achieving timely closing and keeping management informed.

  8. Assist in the successful transition associated with making investments into multi-investor funds within USBCDC.

  9. Efficiently prioritize and complete a multitude of projects.

  10. Process a variety of confidential information and documents.

  11. Assist with research on and reports from internal and external databases and maintain investment pipeline.

  12. Participate in special projects as assigned.

  13. Collaborate effectively with teams across Affordable Housing, Syndications and other groups throughout USBIF

Basic Qualifications

  • Typically Bachelor's degree and six or more years of related experience

OR

  • MBA/JD with three or more years of directly related experience

Preferred Qualifications:

  1. A major in Economics, Finance, Accounting, Real Estate or Urban/Regional Planning and Development.

  2. Five or more years of experience in commercial real estate activities.

  3. Three or more years in business development, underwriting, asset management or affordable housing finance

  4. Self-starter with an interest in community development and finance. This position is viewed as having upward potential based on performance and growth.

  5. Well-developed reading, writing, verbal presentation, and mathematical skills.

  6. Excellent time management skills, with the ability to effectively handle multiple tasks, and work under deadlines.

  7. Ability to interpret data and identify issues.

  8. Well-developed analytical and problem-solving skills.

  9. Proficient computer skills, especially Microsoft Office applications and financial spreadsheets.

Location Expectations

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00 - $144,430.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.