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Senior Manager, Finance-logo
Senior Manager, Finance
Integrity Marketing GroupDallas, TX
About Integrity Integrity, headquartered in Dallas, Texas, is a leading distributor of life and health insurance, and provider of innovative solutions for wealth management and retirement planning. Through its broad partner network of agents and advisors, Integrity helps millions of Americans protect their life, health, and wealth with a commitment to meet them wherever they are - in person, over the phone and online. Integrity's proprietary, cutting-edge technology helps expand the insurance and financial planning experience for all stakeholders using an omnichannel approach. Providing best-in-class service to our clients and consumers is at the center of Integrity's holistic approach to life, health, and wealth protection. The company and its partners focus on helping families and individuals prepare for the good days ahead, so they can make the most of what life brings. Integrity Wealth is Integrity's family of wealth management and retirement planning companies. With over $40 billion in assets under management and growing, Integrity Wealth through its registered investment advisers, broker-dealers, retirement planning and advisory companies provides cutting edge technology, services, and multi-custodial platform solutions to financial advisors and planners, brokers, wealth managers, and registered representatives so they can more effectively manage their clients' assets. As the Sr. Finance Manager, you will provide oversight of the finance and accounting department activities, providing information, primarily financial in nature, about all company activities that will assist management, its' shareholders and other users in making educated economic decisions about the company's future. Direct the activities of the corporate accounting department for the accurate and timely dissemination of fiscal management reports including, but not limited to, internal and external financial statements and annual audits and annual budgets, and oversight and consolidation of monthly/annual financial statements. Direct the activities of the disbursement department, ensuring the accurate and timely processing of accounts payable, core employee expense reports, and cash control. Direct the activities of the accounts receivable department to ensure the accurate and timely management of all accounts receivable aging components including billings, cash receipts application and customer service. Establish and maintain systems and controls that verify the integrity of all systems, processes, and data, and enhance the company's value. Respond to CFO as assigned with accurate and timely work to facilitate financial needs. Other duties as assigned. Qualifications: Bachelor's degree in accounting or finance. CPA or other relevant professional certification (e.g., CMA, CIA). Minimum of [Number] years of experience in a Controller or similar role, preferably in the wealth management or financial services industry. Strong understanding of accounting principles, financial regulations, and internal controls. Experience in financial reporting, budgeting, and forecasting. Excellent analytical and problem-solving skills. Strong communication and interpersonal skills. Ability to work independently and as part of a team. About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Posted 1 week ago

Finance Analyst - Upstream & Fluid Management-logo
Finance Analyst - Upstream & Fluid Management
CytivaMarlborough, MA
Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology? At Cytiva, one of Danaher's 15+ operating companies, our work saves lives-and we're all united by a shared commitment to innovate for tangible impact. You'll thrive in a culture of belonging where you and your unique viewpoint matter. And by harnessing Danaher's system of continuous improvement, you help turn ideas into impact - innovating at the speed of life. Working at Cytiva means being at the forefront of providing new solutions to transform human health. Our incredible customers undertake life-saving activities ranging from fundamental biological research to developing innovative vaccines, new medicines, and cell and gene therapies. At Cytiva you will be able to continuously improve yourself and us - working on challenges that truly matter with people that care for each other, our customers, and their patients. Take your next step to an altogether life-changing career. Learn about the Danaher Business System which makes everything possible. The Finance Analyst- Upstream & Fluid Management is responsible for the reporting, forecasting, budgeting and daily management of the Upstream & Fluid Management business unit's product management, custom engineering, commercial program, and HQ teams. The Finance Analyst is responsible for operational reporting and analytics to support product strategy, custom project execution, and commercial initiatives that support business unit growth. This position reports to the Senior Director, Finance- Upstream and Fluid Management and is part of the Upstream and Fluid Management business unit located in Marlborough, MA. This position will be an on-site role. What you will do: Monthly financial P&L reporting and total year forecasting of the Upstream & Fluid Management product management, custom engineering, commercial program and business unit HQ teams. Prepare margin and discount reports, long-range demand analytics, custom project execution progress reports, and commercial initiative execution updates to the business unit teams, providing insights to drive business strategy and growth. Own the quarterly Upstream & Fluid Management finished goods excess and obsolescence reserve process Who you are: Bachelor's degree in Finance, Accounting, Business Management, or similar degrees with 2+ years OR Master's degree with 0+ years experience Experience with accrual accounting and income statement reporting Proficiency in Excel It would be a plus if you also possess previous experience in: Financial reporting systems, such as OneStream or Hyperion Data visualization tools, such as Qlik or PowerBI Cytiva, a Danaher operating company, offers a broad array of comprehensive, competitive benefit programs that add value to our lives. Whether it's a health care program or paid time off, our programs contribute to life beyond the job. Check out our benefits at Danaher Benefits Info. #LI-SS2 Join our winning team today. Together, we'll accelerate the real-life impact of tomorrow's science and technology. We partner with customers across the globe to help them solve their most complex challenges, architecting solutions that bring the power of science to life. For more information, visit www.danaher.com. Danaher Corporation and all Danaher Companies are committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. We value diversity and the existence of similarities and differences, both visible and not, found in our workforce, workplace and throughout the markets we serve. Our associates, customers and shareholders contribute unique and different perspectives as a result of these diverse attributes. The EEO posters are available here. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us at applyassistance@danaher.com to request accommodation.

Posted 30+ days ago

Senior Specialist - Finance Business Partner-logo
Senior Specialist - Finance Business Partner
Clark InsuranceNew York, NY
Company: MMC Corporate Description: Marsh McLennan is seeking a self-motivated and detail-orientated Senior Specialist- Finance Business Partner with exceptional stakeholder management skills to join our Global Technology FP&A team. You will be the key finance contact for the respective technology teams to support transparency and predictability of spending for both the technology team itself, as well as the associated business and finance stakeholders. The Senior Specialist- Finance Business Partner will be responsible for driving regular forecasting and budgeting processes, as well as monthly variance analysis and a variety of ad hoc activity. It is also essential to ensure that information and insight is delivered in a timely and accurate manner making prioritizing workload and communication essential skills. This position is based in midtown Manhattan and there is a requirement to work from the office at least three days per week. We will count on you to: Lead annual budgeting, forecasting, and long-range planning processes for Technology spend, including operating and capital expenditures. Collaborate cross-functionally with Accounting, Procurement, and Business Unit Finance teams to ensure accurate cost allocation and reporting. Identify and articulate potential risks, with a solution orientated mindset to offer solutions Able to communicate with senior stakeholders in a credible and consistent way Able to manage large and complex data sets and turn into insight and action Conducts the month end close process by preparing accruals, researching general ledger activity and preparing variances to forecast budget and prior year. Continuously improve finance processes and reporting tools to enhance transparency, automation, and efficiency. Develop expertise in reporting and analytic tools and data sources, including Microsoft Office, Hyperion Interactive Reporting, Plan View, Essbase, iProcurement Able to develop an understanding of project accounting and the interplay with the general ledger What you need to have: Bachelor's degree in Finance, Accounting, Economics, or a related field A minimum of 5 years of progressive experience in Finance What makes you stand out: MBA or relevant professional certification (e.g., CPA, CFA) preferred. Experience in technology-focused business partnering roles preferred. Demonstrated experience working with senior stakeholders in a matrixed, global organization. Exceptional interpersonal and communication skills with both finance and non-finance audiences Ability to influence stakeholders and outcomes Excellent analytical, modelling, and presentation skills. Proficiency in financial systems and PPM tools. e.g. Microsoft Office, Power BI, Excel, Essbase, Plan View. Ability to influence and communicate effectively with both financial and non-finance audiences. Experience collaborating across teams, businesses, and time zones while managing multiple stakeholders. Strong time management and organizational skills. High level of accuracy and attention to detail. Why join our team: We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marshmclennan.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. The applicable base salary range for this role is $92,700 to $185,300. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Posted 3 weeks ago

Director Of Finance - Capital Hilton-logo
Director Of Finance - Capital Hilton
Hilton WorldwideWashington, DC
The Capital Hilton is currently seeking a Director of Finance. This role is responsible for overseeing, directing and administering all financial operations of the hotel in the hotel's continuing effort to deliver outstanding guest service and financial profitability. What will I be doing? As the Director of Finance, you would be responsible for overseeing, directing and administering all financial operations of the hotel in the hotel's continuing effort to deliver outstanding guest service and financial profitability. Specifically, you would be responsible for performing the following tasks to the highest standards: Direct and administer all financial operations of the hotel to include, but not limited to, asset protection, financial reporting, systems management, hotel-wide budget and forecasting, department management, and meeting participation and facilitation Ensure compliance with all Generally Accepted Accounting Principles (GAAP) Serve as financial advisor to hotel management and ownership Monitor and approve all sales, purchases, salaries and expenses of the hotel Assist and counsel department heads in the interpretation and analysis of financial data, recommending courses of action to maximize hotel profitability Prepare annual plan, projections and budgets Monitor and develop team member performance to include, but not limited to, providing supervision and professional development, scheduling, conducting counseling and evaluations and delivering recognition and reward Recruit, interview and train team members What are we looking for? Since being founded in 1919, Hilton has been a leader in the hospitality industry. Today, Hilton remains a beacon of innovation, quality, and success. This continued leadership is the result of our Team Members staying true to our Vision, Mission, and Values. Specifically, we look for demonstration of these Values: Hospitality- We're passionate about delivering exceptional guest experiences. Integrity- We do the right thing, all the time. Leadership- We're leaders in our industry and in our communities. Teamwork- We're team players in everything we do. Ownership- We're the owners of our actions and decisions. Now- We operate with a sense of urgency and discipline In addition, we look for the demonstration of the following key attributes: Quality Productivity Dependability Customer Focus Adaptability What will it be like to work for Hilton? Hilton is the leading global hospitality company, spanning the lodging sector from luxurious full-service hotels and resorts to extended-stay suites and mid-priced hotels. For nearly a century, Hilton has offered business and leisure travelers the finest in accommodations, service, amenities and value. Hilton is dedicated to continuing its tradition of providing exceptional guest experiences across its global brands. Our vision "to fill the earth with the light and warmth of hospitality" unites us as a team to create remarkable hospitality experiences around the world every day. And, our amazing Team Members are at the heart of it all! The Benefits- Hilton is proud to have an award-winning workplace culture ranking #1 Worlds Best Workplace by Great Place to Work & Fortune. We support the mental and physical wellbeing of all Team Members so they can Thrive personally and professionally in a diverse and inclusive environment, thanks to innovative programs and benefits. Hilton offers its eligible team members a comprehensive benefits package including: Access to your pay when you need it through DailyPay Mental Health Resources Best-in-Class Paid Time Off (PTO) Go Hilton travel discount program Supportive parental leave Matching 401(k) Employee stock purchase program (ESPP) - purchase Hilton shares at 15% discount Debt-free education: Access to a wide variety of educational credentials (ex. college degrees, high school completion, English-language learning, digital literacy, professional certificates and more) Career growth and development Team Member Resource Groups Recognition and rewards programs Available benefits may vary depending upon property-specific terms and conditions of employment and the terms of the collective bargaining agreement if applicable. Salary Range of $140,000- $180,000 based on applicable experience #LI-JB1

Posted 1 week ago

Managed Services - Finance & Accounting, Manager-logo
Managed Services - Finance & Accounting, Manager
PwCCleveland, OH
Industry/Sector Not Applicable Specialism Managed Services Management Level Manager Job Description & Summary At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. In financial operations at PwC, you will specialise in improving the efficiency and effectiveness of financial operations within organisations. Your work will involve assessing financial processes, identify areas for improvement, and design and implement solutions to streamline financial operations, enhance controls, and reduce costs. You will be responsible for providing guidance on financial systems implementation, process automation, and financial shared services. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Finance Consulting team you are to work with Controllership focused in the banking sector, having an understanding of finance and accounting, finance data, and financial and external reporting. As a Manager you are to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for securing project success and maintaining top standards, while enhancing your leadership style to motivate, develop, and inspire others to deliver quality. Responsibilities Lead teams in advising on finance and accounting within the banking sector Supervise, develop, and coach team members Manage client accounts and oversee engagement workstreams Solve complex problems to deliver consistent results Leverage team strengths to meet client needs Identify opportunities to improve business processes Deliver consistent quality and timely deliverables Foster a collaborative and innovative work environment What You Must Have Bachelor's Degree 6 years of experience What Sets You Apart Master's Degree in Accounting, Business Administration/Management, Finance preferred CPA Significant abilities in advising on transaction processing and reporting Proven record in finance transformation and performance management Experience with business intelligence and performance management tools Proven record in developing strategy and leveraging PC applications Significant abilities in identifying and processing critical data Proven record in managing complex project implementations Significant abilities in supervising teams and fostering trust Travel Requirements Up to 40% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. 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: $82,500 - $198,000, 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

VP Of Finance-logo
VP Of Finance
Fuse MachinesNew York, NY
Fusemachines is a 10+ year old AI company, dedicated to delivering state-of-the-art AI products and solutions to a diverse range of industries. Founded by Sameer Maskey, Ph.D., an Adjunct Associate Professor at Columbia University, our company is on a steadfast mission to democratize AI and harness the power of global AI talent from underserved communities. With a robust presence in four countries and a dedicated team of over 400 full-time employees, we are committed to fostering AI transformation journeys for businesses worldwide. At Fusemachines, we not only bridge the gap between AI advancement and its global impact but also strive to deliver the most advanced technology solutions to the world. About the Role: Department: Finance Reports to: Chief Financial Officer Position Overview:We are looking for a dynamic VP of Finance who will oversee the financial operations of the organization, ensuring the accuracy of financial reporting, adherence to regulatory standards, and providing strategic financial insights to support the company's growth. The ideal candidate will be a highly skilled financial professional with a strong background in accounting, compliance, and team leadership. Key Responsibilities: Financial Reporting and Analysis: Prepare and ensure the accuracy of monthly, quarterly, and annual financial statements. Conduct detailed financial analysis and provide insights to senior management. Ensure compliance with GAAP and other regulatory requirements. Budgeting and Forecasting: Lead the annual budgeting process, including preparation, consolidation, and review. Develop and maintain financial forecasts to guide business planning. Monitor budget performance and analyze variances, providing actionable recommendations. Internal Controls and Compliance: Develop, implement, and maintain robust internal controls to safeguard company assets. Ensure compliance with local, state, and federal financial regulations. Coordinate and manage internal and external audits, including the preparation of necessary documentation. Cash Flow Management: Oversee cash flow planning and ensure the availability of funds as needed. Manage treasury functions, including cash management, investments, and financing activities. Develop and implement strategies to optimize cash flow and liquidity. Financial Operations: Oversee the accounting operations, including accounts payable, accounts receivable, payroll, and the general ledger. Ensure accurate and timely processing of financial transactions. Reconcile bank statements and other financial accounts to ensure accuracy. Process Improvement: Identify opportunities to streamline financial operations and enhance efficiency. Implement best practices in financial management and accounting processes. Stay updated with industry trends and changes in regulations. Strategic Support: Partner with the CFO and senior management to develop and implement financial strategies. Provide financial insights and recommendations to support business growth and profitability. Collaborate with other departments to align financial strategies with organizational goals Requirements & Qualifications: Education: Bachelor's degree in finance, Accounting, or a related field. Master's degree in finance, Accounting, or Business Administration is preferred. Professional certification (CPA, CMA, or equivalent) is highly desirable. Experience: Minimum of 5-7 years of experience in finance or accounting roles, with at least 3-5 years in a senior or managerial position. Experience in a multinational company or a large local enterprise is preferred. Skills: Strong knowledge of GAAP and financial regulations. Proficiency in financial management software and ERP systems (e.g., SAP, Oracle). Advanced MS Excel skills. Excellent analytical and problem-solving abilities. Strong attention to detail and accuracy. Good communication and interpersonal skills. Ability to lead and motivate a team. Strategic thinking and business acumen Languages: Fluency in English is required. Work Environment: The role is primarily office-based in New York, NY, with occasional travel as required. Perks of the Job Competitive salary Medical and prescription benefits Dental and vision benefits Paid holidays Paid time off 401k Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Posted 30+ days ago

Senior Finance Manager, Supply Chain-logo
Senior Finance Manager, Supply Chain
The Coca-Cola Co.Atlanta, GA
Location(s): United States of America City/Cities: Atlanta Travel Required: 00% - 25% Relocation Provided: No Job Posting End Date: June 18, 2025 Shift: First Shift (United States of America) Job Description Summary: The Senior Finance Manager, Supply Chain role is part of the NAOU (North America Operating Unit) Supply Chain organization and will be responsible for the integration, contractual oversight, internal control environment, and financial accuracy of some of our largest and most complex co-manufacturing facilities. This role will also provide agile team support, project leadership, in-depth financial analysis, and supply chain manufacturing expertise to the Supply Chain Leadership Team (SCLT) and key business partners across various departments and levels of the OU (Operating Unit). What You'll Do for Us Acts as a supply chain finance subject matter expert and key resource for business partners. Prepare financial analysis, business case validation, and investment return analyses in support of Copacker Negotiations, Capital Projects, Productivity Initiatives, and Strategic Projects for various stakeholders. Problems and issues faced are difficult, sometimes complex, and may require additional self-sought training, extensive independent investigation, alternative methods/applications, and/or deep analysis. Develops new insights into solutions that result in organizational improvements; promotes a work environment that fosters creative thinking, innovation and rational risk-taking. Responsible for validating financial information, including work performed by our Genpact (Financial Shared Services) partners and correcting problems not immediately evident in existing reports, systems, or processes. Ability to understand the financial consequences of decisions; understanding economic value for the system; acting as an owner of the business and making decisions that ensure long-term value Requires ability to work comfortably with and communicate effectively to parties internal and external to the organization, including the need to explain, influence, or otherwise gain cooperation on policies, practices, and procedures. Brings diversity of thought with a high degree of intellectual curiosity and the drive to seek, share, and adopt ideas and best practices discovered within and outside the Company. Qualifications & Requirements Bachelor's Degree in Finance, Accounting, or related field with MBA and/or CPA preferred 5+ years of relevant cost accounting experience. Manufacturing or supply chain COGS experience preferred Strong organizational and planning abilities, teamwork, and interpersonal skills with the ability to communicate and execute strategies. Change management leadership across multiple business functions with the ability to interact with all levels within the organization Advanced financial analysis and problem-solving skills - the ability to explore strategic options, developing creative solutions to complex business issues, and/or supporting decision-making. Perform analyses that require the application of single or multiple financial and non-financial concepts and tools, e.g. NPV, IRR, Discounted Cash Flow, loss projection as well as exposure and risk assessment Working knowledge of internal control principles Must be highly proficient in use of Excel. SAP and Power BI experience preferred. What We Can Do for You: Leadership Development: Our Company's purpose clearly speaks to the importance of leadership. We feel everyone has potential to be a great leader at Coca-Cola and have set the bar high. Total Rewards: Our benefits, called Total Rewards, is about the total value of working at The Coca-Cola Company. It is focused on the complete package of pay, benefits, learning and personal support you receive as a Coca-Cola employee. Learning & Development: At The Coca-Cola Company we believe innovation can't happen without continuous learning and we provide our employees many ways to grow professional and personally. The Coca-Cola Company will not offer sponsorship for employment status (including, but not limited to, H1-B visa status and other employment-based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full-time basis and must not require The Coca-Cola Company's sponsorship to continue to work legally in the United States. Skills: Account Reconciliations, Balance Sheets, Business Planning, Capital Budgeting, Cash Flow, Change Management, Communication, Compliance, Financial Analysis, Financial Management, Financial Performance, Forecasting Process (Inactive), Influencing, Internal Controls, Internal Rate of Return (IRR), Microsoft Excel, Microsoft Power Business Intelligence (BI), Net Present Value (NPV), Professional Presentation, SAP Business One Pay Range: $122,000 - $138,000 Base pay offered may vary depending on geography, job-related knowledge, skills, and experience. A full range of medical, financial, and/or other benefits, dependent on the position, is offered. Annual Incentive Reference Value Percentage: 15 Annual Incentive reference value is a market-based competitive value for your role. It falls in the middle of the range for your role, indicating performance at target. Our Purpose and Growth Culture: We are taking deliberate action to nurture an inclusive culture that is grounded in our company purpose, to refresh the world and make a difference. We act with a growth mindset, take an expansive approach to what's possible and believe in continuous learning to improve our business and ourselves. We focus on four key behaviors - curious, empowered, inclusive and agile - and value how we work as much as what we achieve. We believe that our culture is one of the reasons our company continues to thrive after 130+ years. Visit Our Purpose and Vision to learn more about these behaviors and how you can bring them to life in your next role at Coca-Cola. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. When we collect your personal information as part of a job application or offer of employment, we do so in accordance with industry standards and best practices and in compliance with applicable privacy laws.

Posted 1 week ago

Manager, Industries Finance Business Partner-logo
Manager, Industries Finance Business Partner
Salesforce.Com, Inc.Indianapolis, IN
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Finance Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place. The Finance & Strategy (F&S) team serves as a trusted adviser to the business to help guide decision-making through business partner support and innovative and informative analyses. We are looking for forward-thinking, results-oriented individuals that will succeed in a fast-paced environment and thrive in leading teams, and improve processes that will allow the company to scale with growth! Description: Salesforce is seeking an experienced Business Partner to support our Product Finance team. This role engages directly with the GM of Salesforce Industries and industry leaders to guide quarterly, annual, and long-range investment and budget decisions. This role also engages as the lead in finance decision support with the Industries team for ad hoc analyses and discussion, ensuring consideration of short and long-term investment goals. This is a key position providing guidance on financial and operational matters involving go to market strategy, product market fit, and market opportunity. Additionally, this individual is expected to be an integral player in important cross-functional, organization wide initiatives and projects. Responsibilities Leading F&S support for Industries to guide quarterly, annual, and long-range planning Developing framework and building a dynamic model to analyze margin performance by sector, in partnership with GTM and other partner finance teams Primary contact to Government Cloud Product & Engineering leadership. Help drive return on investment (ROI) and Pricing & Packaging analysis for product roadmap into Gov cloud environments, as well as assessing existing government cloud customers performances. Partner closely with other key finance business partners to help quantify Industry product contributions to Sales and Service revenue drivers and market opportunities for expansion. Preparing monthly and quarterly management reporting - analyzing financial results, distilling/synthesizing key trends, assessing current and future business risk, and communicating key messages to senior management Financial Analyses and Reporting - Use financial and business metrics to evaluate investment priorities and evaluate potential alternatives Partnering with M&A Finance and Corporate Development to ensure successful integration of acquisitions Building deep business partner relationships across the organization to become the "go to" expert on Industries Required Skills/Experience: 6-8+ years of relevant public company work experience Innate ability to understand and predict trends Strong financial and operational planning skills Expertise in building financial and decision support models Analytical, problem-solving, advanced business acumen mindset Excellent communication skills (written and verbal) Ability to influence at all levels of an organization Management skills and ability to collaborate with direct and indirect staff Ability to multi-task effectively, working in team environments or independently Four year university degree in accounting, finance, or economics or equivalent experience. MBA preferred. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.) This role is hybrid and goes into the office 3 days per week in Indianapolis, IN or Atlanta, GA. Accommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form. Posting Statement Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

Posted 30+ days ago

Finance Audit Leader-logo
Finance Audit Leader
W.R. Berkley CorporationAtlanta, GA
Company Details "Our Company provides a state of predictability which allows brokers and agents to act with confidence."Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.Along the way, we've been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $10 billion.Today the Berkley brand comprises more than 60+ businesses worldwide and is divided into two segments: Insurance and Reinsurance and Monoline Excess. Led by our Executive Chairman, founder and largest shareholder, William. R. Berkley and our President and Chief Executive Officer, W. Robert Berkley, Jr., W.R. Berkley Corporation is well-positioned to respond to opportunities for future growth. Responsibilities Performs and/or leads high quality, risk-focused audit fieldwork, in accordance with Internal Audit policies, methodologies, and standards to identify meaningful issues, risks and other exposures within Finance and Operational areas. As part of this role, the individual would work closely with the Business Units and Corporate Finance both in learning the business and testing controls. This requires both good oral and written communications skills and an ability to be sensitive to the needs of clients and team members. Must be able to keep sensitive information confidential and know how to use appropriately. No direct reports. Demonstrates leadership through work guidance and training of less experienced peers and through advice to Business Units. Lead and/or perform financial and operational examinations, partnering with operational and IT audit teams to assess adequate management controls, efficiency, and compliance with policies, regulations, and accounting principles using sound, independent judgment.• Demonstrate leadership through engagement, reflective listening, collaboration, sound judgment, personal development and fostering a spirit of continual improvement.• Provide guidance and training to less experienced members of the Finance audit team, through effective communication and demonstration. Review work papers prepared by others, ensuring proper support for audit conclusions.• Develop a risk-based approach for each financial audit during the pre-audit planning process. Appropriately analyze control environment and develop effective audit steps to test controls where necessary in line with internal audit methodology. • Identify, document, and assess business processes and controls to evaluate risks and controls. Conduct walkthroughs to gain an understanding of the financials and/or operational process(es) being audited. • Understand the audits steps being performed by the Operational and/or IT teams and complete a gap analysis of all key processes to ensure the completeness of the audit scope.• Document all testing in accordance with best practices and the department's standards, including drafting of a planning memo, complete and accurate workpapers and draft audit findings.• Develop and apply alternative audit procedures beyond those contained in standard Audit Program Guides, where applicable. Periodically update existing Audit Program Guides and/or develop new ones. Design testing plans/methodologies for areas not previously reviewed.• Lead meetings with the Business Unit management to provide audit status updates and/or communicate audit findings and recommendations. • Work independently and in a team environment to maximize performance.• Follow up periodically with the Business Units regarding the action plan progress taken by the Business Units until issue remediation.• Learn new businesses, processes and regulations and apply new knowledge to audit work performed. Must be able to quickly assimilate new information to analyze the risks and controls effectively. • Build positive working relationships with all auditees, particularly with Senior Management.• Communicate well with clients and Audit team members. • Staff at this level will be expected to own sections of the audit program and bring them to completion with minimal supervision. • Analyze data from Business Units to identify and interpret trends and patterns to provide meaningful insights in the audit process. • Collaborate with internal audit team members to find opportunities to use audit analytics in Internal Audits.• Participate in special projects as assigned by management. • Engage in relevant training regarding audit, businesses, financial controls, regulations, or a particular specialty. • Maintain audit proficiency through self-study, training, and professional association memberships. Qualifications A minimum 10 years of total professional experience including a minimum of 7 years auditing experience (public and/or internal).• Minimum 5 years' experience in the Property and Casualty insurance industry or equivalent relevant training or experience. • Experience in a financial reporting or similar role is a plus.• Some relevant/recent experience in audit analytics and/or continuous audit monitoring programs a plus.• Demonstrated ability to analyze and problem solve with the ability to prioritize and multitask.• Strong communication skills, both verbal and written, proven ability to communicate with all levels of an organization. • A high level of accuracy and attention to detail.• Computer proficiency in Microsoft Office Excel and Word is a must; knowledge of PeopleSoft, Hyperion Smart View is a plus. • Strong work ethic, ability to prioritize work and meet deadlines.• Strong business acumen and risk awareness.• Strong analytical, organizational, project management and communications skills (written and oral).• Strong knowledge of internal controls over financial reporting (COSO, Sarbanes-Oxley, and Institute of Internal Auditors (IIA) Professional Practices Framework).• Strong knowledge of property and casualty insurance industry, GAAP and Statutory accounting principles as well as claims and underwriting operations. • Should be able to think creatively as well as take direction. • Self-starter, able to work independently with minimal supervision, and demonstrate accountability for results. • Need to display flexible and adaptive problem-solving skills due to the variety of operational and technological infrastructures within the Company. • Working knowledge of data analysis software such as ACL, IDEA and dashboard tools such as Tableau, Microsoft BI is a plus.• A willingness to roll up sleeves and get the work done versus delegating. • Ability to work in an environment with minimal administrative support. Travel: The job will require overnight travel (approximately (30% - 35%) to Business Unit locations and/or Corporate Home Office. Travel is mostly within the United States but there is some international travel as well. The Company is an equal employment opportunity employer. Education Requirement: Requires a bachelor's degree in accounting, business administration or finance.• Professional certification (CPA, CIA or equivalent) strongly preferred. Responsibilities Performs and/or leads high quality, risk-focused audit fieldwork, in accordance with Internal Audit policies, methodologies, and standards to identify meaningful issues, risks and other exposures within Finance and Operational areas. As part of this role, the individual would work closely with the Business Units and Corporate Finance both in learning the business and testing controls. This requires both good oral and written communications skills and an ability to be sensitive to the needs of clients and team members. Must be able to keep sensitive information confidential and know how to use appropriately. No direct reports. Demonstrates leadership through work guidance and training of less experienced peers and through advice to Business Units. • Lead and/or perform financial and operational examinations, partnering with operational and IT audit teams to assess adequate management controls, efficiency, and compliance with policies, regulations, and accounting principles using sound, independent judgment. • Demonstrate leadership through engagement, reflective listening, collaboration, sound judgment, personal development and fostering a spirit of continual improvement. • Provide guidance and training to less experienced members of the Finance audit team, through effective communication and demonstration. Review work papers prepared by others, ensuring proper support for audit conclusions. • Develop a risk-based approach for each financial audit during the pre-audit planning process. Appropriately analyze control environment and develop effective audit steps to test controls where necessary in line with internal audit methodology. • Identify, document, and assess business processes and controls to evaluate risks and controls. Conduct walkthroughs to gain an understanding of the financials and/or operational process(es) being audited. • Understand the audits steps being performed by the Operational and/or IT teams and complete a gap analysis of all key processes to ensure the completeness of the audit scope. • Document all testing in accordance with best practices and the department's standards, including drafting of a planning memo, complete and accurate workpapers and draft audit findings. • Develop and apply alternative audit procedures beyond those contained in standard Audit Program Guides, where applicable. Periodically update existing Audit Program Guides and/or develop new ones. Design testing plans/methodologies for areas not previously reviewed. • Lead meetings with the Business Unit management to provide audit status updates and/or communicate audit findings and recommendations. • Work independently and in a team environment to maximize performance. • Follow up periodically with the Business Units regarding the action plan progress taken by the Business Units until issue remediation. • Learn new businesses, processes and regulations and apply new knowledge to audit work performed. Must be able to quickly assimilate new information to analyze the risks and controls effectively. • Build positive working relationships with all auditees, particularly with Senior Management. • Communicate well with clients and Audit team members. • Staff at this level will be expected to own sections of the audit program and bring them to completion with minimal supervision. • Analyze data from Business Units to identify and interpret trends and patterns to provide meaningful insights in the audit process. • Collaborate with internal audit team members to find opportunities to use audit analytics in Internal Audits. • Participate in special projects as assigned by management. • Engage in relevant training regarding audit, businesses, financial controls, regulations, or a particular specialty. • Maintain audit proficiency through self-study, training, and professional association memberships.

Posted 2 weeks ago

Finance Manager | Sr Manager-logo
Finance Manager | Sr Manager
TraegerSalt Lake City, UT
Welcome to the Traegerhood: Our business is BBQ, and business tastes good. Traeger invented the wood pellet grill over 30 years ago, and we've been revolutionizing outdoor cooking ever since. We're a team of disruptors, innovators, problem solvers, and food fanatics who are dedicated to bringing people together to create a more flavorful world. From our headquarters in Salt Lake City and beyond, we work tirelessly to provide a world-class experience to our customers, retailers, and especially our employees. If you're a team player who's dedicated to delivering top-quality results every day, then we want you to come cook with us! What You'll Do: Traeger is seeking a Finance Manager / Sr Finance Manager to join our Finance team. You will be responsible for overseeing the company's financial planning, budgeting, forecasting, and reporting processes. As our Finance Manager, you will partner closely with business leaders across departments to provide insightful financial analysis, strategic guidance, and recommendations to drive profitability and support business growth. This role requires an individual with strong leadership, financial acumen, and the ability to think strategically while managing the tactical elements of FP&A. As our ideal candidate, you will also excel in cross-functional collaboration, effectively communicating financial insights, and demonstrate initiative to meet high-level expectations and deliver timely results. How You'll Help Us Win: Support the annual budgeting process, ensuring these elements are accurately rolled up into the full P&L budget Manage, mentor, and develop a team of financial analysts. Foster a collaborative, results-driven environment and support the professional growth of team members Collaborate with key business partners to provide financial insights and recommendations for strategic initiatives, including new investments and market expansion Proactively identify risks and opportunities to improve in-year performance management Conduct ad-hoc financial analysis to support key business decisions, including profitability analysis, cost optimization, and business case development for new initiatives Develop, monitor, and report on key financial and operational performance indicators (KPI's). Provide regular updates on revenue, costs, and margins to ensure alignment with financial objectives Continuously seek opportunities to improve financial reporting, forecasting and analysis process for efficiency and accuracy What You'll Need to Succeed: Bachelor's degree in Finance, Accounting, Business or a related field 6+ years' experience in financial modeling, forecasting, budgeting, reporting, analysis, and strategic planning; ideally, experience supporting FP&A Proven experience in leading and mentoring teams, with the ability to foster a collaborative, high-performance environment Exceptional ability to communicate complex financial data in a clear, concise, and engaging manner to Senior Leadership and non-financial stakeholders Results-oriented, high-energy self-starter with ability to manage through ambiguity in a dynamic & fast-paced environment Advanced Excel and PowerPoint skills; proficiency with tools such as Adaptive Planning and Redshift/SQL is a plus Attention to detail in the development of management quality reporting and analytics for Senior Leadership Strong ability to balance multiple, competing priorities and maintain strong organizational skills Why You Will Love Working Here: Be part of the most disruptive force in outdoor cooking Join a true team working towards a common goal Culture of risk-taking, innovation, & quality So. Much. Food. Full medical/dental/vision package to fit your needs 401k to help you plan for the future Tuition reimbursement Individual professional development programs & initiatives to help you grow professionally Great discounts on all things Traeger

Posted 30+ days ago

Oracle Cloud Finance - Senior Associate-logo
Oracle Cloud Finance - Senior Associate
PwCHouston, TX
Industry/Sector Not Applicable Specialism Oracle Management Level Senior Associate Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 3 year(s) Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates a thorough level of abilities with, and/or a proven record of success as both an individual contributor and team member, identifying and addressing client needs by: Communicates a broad range of Firm services; Manages engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues; Supervises teams to create an atmosphere of trust and seeking diverse views to encourage improvement and innovation; Answers questions and provides direction to junior staff; and, Coaches staff including providing timely meaningful written and verbal feedback. Demonstrates thorough abilities and/or a proven record of success leading efforts in consulting, designing, implementing, and supporting Oracle applications-based solutions, including the following: Participates in the improvement of business processes, including but not limited to the following Oracle application-packaged modules including Oracle Cloud, EBS, PeopleSoft; Understands the common issues facing PwC's clients of all Industries and Sectors; Demonstrates thorough abilities and/or a proven record of success with one or more Oracle Cloud, Oracle EBS, or Oracle PeopleSoft application modules including; Designs, implements, and supporting business processes in an Oracle environment; Designs, builds, tests, and deploys various Oracle solutions; Builds relationships with clients; Develops an awareness of Firm services; Provides functional specialization to troubleshoot production issues and testing enhancements within Oracle Cloud applications; Determines the root cause of incidents and making recommendations for prevention in the future; Communicates with the client in an organized and knowledgeable manner; Delivers clear requests for information; Demonstrates flexibility in prioritizing and completing tasks; and, Communicates potential conflicts to a supervisor; Demonstrates thorough abilities and/or a proven record of success as a team member by: Understands personal and team roles; Contributes to a positive working environment by building relationships with team members; Seeks guidance, clarification, and feedback proactively; and, Provides guidance, clarification, and feedback to less-experienced staff. Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $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 1 week ago

Managed Services - Finance & Accounting, Manager-logo
Managed Services - Finance & Accounting, Manager
PwCTampa, FL
Industry/Sector Not Applicable Specialism Managed Services Management Level Manager Job Description & Summary At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. In financial operations at PwC, you will specialise in improving the efficiency and effectiveness of financial operations within organisations. Your work will involve assessing financial processes, identify areas for improvement, and design and implement solutions to streamline financial operations, enhance controls, and reduce costs. You will be responsible for providing guidance on financial systems implementation, process automation, and financial shared services. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Finance Consulting team you are to work with Controllership focused in the banking sector, having an understanding of finance and accounting, finance data, and financial and external reporting. As a Manager you are to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for securing project success and maintaining top standards, while enhancing your leadership style to motivate, develop, and inspire others to deliver quality. Responsibilities Lead teams in advising on finance and accounting within the banking sector Supervise, develop, and coach team members Manage client accounts and oversee engagement workstreams Solve complex problems to deliver consistent results Leverage team strengths to meet client needs Identify opportunities to improve business processes Deliver consistent quality and timely deliverables Foster a collaborative and innovative work environment What You Must Have Bachelor's Degree 6 years of experience What Sets You Apart Master's Degree in Accounting, Business Administration/Management, Finance preferred CPA Significant abilities in advising on transaction processing and reporting Proven record in finance transformation and performance management Experience with business intelligence and performance management tools Proven record in developing strategy and leveraging PC applications Significant abilities in identifying and processing critical data Proven record in managing complex project implementations Significant abilities in supervising teams and fostering trust Travel Requirements Up to 40% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. 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: $82,500 - $198,000, 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

Specialty Finance Underwriting Portfolio Manager 3-logo
Specialty Finance Underwriting Portfolio Manager 3
First National Bank (Fnb Corp.)Pittsburgh, PA
Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Position Title: Specialty Finance Underwriting Portfolio Manager 3 Business Unit: Credit Reports to: Specialty Finance Underwriting Portfolio Manager Team Leader Position Overview: Responsible for managing a designated Commercial loan portfolio supporting Asset Based Lending, Equipment Finance, Debt Capital Markets portfolios, and Counter Party analysis, including portfolio management, credit underwriting, and ensuring compliance with bank and regulatory guidelines. Responsible for the quality of underwriting and ongoing portfolio management metrics for portfolio under purview. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Act as a mentor to junior team members. The incumbent typically works on loans/portfolios of significant complexity as the incumbent's work requires little oversight. Primary Responsibilities: Responsible for underwriting, monitoring, and analyzing assigned Commercial portfolio. Ensure risks are identify timely, maintaining a high degree of accuracy and quality underwriting, and portfolio management practices are aligned with the bank's risk appetite and regulatory standards. Maintain professional development and measurable objectives. Leader on complex transactions including syndications, multi-level capital structures, and/or ABL, Equipment Finance relationships while demonstrating excellent communication skills to voice opinion in a clear, concise manner to effectively solve problems/make recommendations regarding credit structure, risk, appropriate risk ratings and policy compliance. Monitors and ensures assigned portfolio is within acceptable tolerances as well as published KPIs/KRIs. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Optimize customer relationships working directly with Relationship Managers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Acts as a mentor to junior Underwriting Portfolio Managers. Effectively present proposed credit actions in written analysis document and as necessary, verbally to committee and meetings. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 5 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Knowledge of a wide range of Commercial lending and underwriting practices, and banking practices, specifically ABL, Equipment Finance, and Capital Markets lines of business Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Travel may be required on occasion Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

Finance Operations, Senior Associate-logo
Finance Operations, Senior Associate
PwCWashington, DC
Industry/Sector Not Applicable Specialism Finance Management Level Senior Associate Job Description & Summary A career in our Financial Operations 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 transform their finance function by executing strategies to reduce functional and operational complexity through streamlined processes, optimise d use of technology, and efficient use of resources to deliver cost effective, high quality services to all stakeholders. 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. The Opportunity As part of the Financial Operations team you shall improve efficiency and effectiveness in transaction processing, business/data analysis, systems and data testing, and internal and external reporting. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall build client relationships, develop a deeper understanding of the business context, and navigate increasingly complex situations to deliver quality work and grow your personal brand. Responsibilities Improve efficiency in transaction processing Conduct business and data analysis Perform systems and data testing Enhance internal and external reporting Mentor and guide junior team members Analyze and solve complex financial problems Maintain elevated standards in every deliverable Build and nurture client relationships What You Must Have Bachelor's Degree 4 years of experience What Sets You Apart Master's Degree in Finance, Business Analytics, Finance & Technology, Information Technology, Banking and Insurance preferred Knowledge in technology implementations and data analysis Experience with ETL/Data Integration and BI/Analytics reporting Familiarity with Data Warehouse/Data Marts systems Proficiency with cloud-based data warehousing solutions Advanced skills in business and data analysis Ability to manage complex project work streams Team leadership and client engagement experience Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $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 1 week ago

Assistant Director Of Finance - Doubletree By Hilton San Jose-logo
Assistant Director Of Finance - Doubletree By Hilton San Jose
Hilton WorldwideSan Jose, CA
DoubleTree by Hilton San Jose is looking for an Assistant Director of Finance to join the team. Located in the heart of Silicon Valley and within a 5-minute drive to San Jose International Airport, this hotel has 505 rooms, 56,000 square feet of banquet space, five dining options, and an outdoor pool and whirlpool. Be part of a team that was named Great Places to Work eight years straight!!! From a friendly workplace environment to competitive health benefits, career growth opportunities and our amazing Go Hilton travel discount program that our team members and their family and friends may use. In this role, you will report to the Complex Director of Finance and oversee three accounting clerks and two night auditors. The ideal candidate will possess a minimum of 3 years of hotel finance management experience and 2 years of accounting experience, including, but not limited to bank reconciliations, accounts payable, accounts receivable, budgeting, and payroll. Previous Hilton and Union experience is highly preferred! The yearly salary is: $88,000 to $90,000 What will I be doing? As the Assistant Director of Finance, you would be responsible for assisting in the direction and administration of all financial operations of the hotel in the hotel's continuing effort to deliver outstanding guest service and financial profitability. Specifically, you would be responsible for performing the following tasks to the highest standards: Manage the department to include, but not limited to, managing special projects, monitoring, and developing team member performance, providing supervision and professional development, scheduling, conducting counseling and evaluations, delivering recognition and reward, recruiting, interviewing, and training team members. Directly oversee Accounts Receivable, Credit and Night Audit functions Prepare budget and maintain spending controls to ensure budgetary limits are met. Prepare annual depreciation schedules for furniture, equipment, building supplies, revisions, and alterations. Review and approve all ledger account reconciliations including, but not limited to, bank statements, assets liabilities and credit cards. Coordinate and review monthly financial statements for accuracy and monitor coding of cash receipts. Assist Director with internal daily audits of cash deposits, transfers, and preparation for and monitoring of the capital budget. Prepare financial reports, prepare utilities, and telephone accruals, monitor records of inventory, and ensure compliance with all established billing and credit standards. Review and approve tax returns to ensure compliance with federal and state regulations. Monitor, approve and prepare daily payroll accounts and issue all paychecks. What are we looking for? Since being founded in 1919, Hilton has been a leader in the hospitality industry. Today, Hilton remains a beacon of innovation, quality, and success. This continued leadership is the result of our Team Members staying true to our Vision, Mission, and Values. Specifically, we look for demonstration of these Values: Hospitality- We're passionate about delivering exceptional guest experiences. Integrity- We do the right thing, all the time. Leadership- We're leaders in our industry and in our communities. Teamwork- We're team players in everything we do. Ownership- We're the owners of our actions and decisions. Now- We operate with a sense of urgency and discipline. In addition, we look for the demonstration of the following key attributes: Quality Productivity Dependability Customer Focus Adaptability What will it be like to work for Hilton? Hilton is the leading global hospitality company, spanning the lodging sector from luxurious full-service hotels and resorts to extended-stay suites and mid-priced hotels. For nearly a century, Hilton has offered business and leisure travelers the finest in accommodations, service, amenities, and value. Hilton is dedicated to continuing its tradition of providing exceptional guest experiences across its global brands. Our vision "to fill the earth with the light and warmth of hospitality" unites us as a team to create remarkable hospitality experiences around the world every day. And our amazing Team Members are at the heart of it all! The Benefits- Hilton is proud to support the mental and physical wellbeing of all Team Members so they can Thrive personally and professionally in a diverse and inclusive environment, thanks to innovative programs and benefits such as: Access to pay when you need it through DailyPay Medical Insurance Coverage - for you and your family Mental health resources including Employee Assistance Program Best-in-Class Paid Time Off (PTO) Go Hilton travel program: 100 nights of discounted travel Parental leave to support new parents Debt-Free Education: Team Members will have access to a wide variety of educational credentials through our partnership with Guild Education, including: college degrees and professional certifications 401K plan and company match to help save for your retirement Hilton Shares: Our employee stock purchase program (ESPP) - you can purchase Hilton shares at a 15 percent discount Career growth and development Team Member Resource Groups Recognition and rewards programs Available benefits may vary depending upon property-specific terms and conditions of employment. #LI-VS1

Posted 3 days ago

Senior Livestock Finance & Inventory Analyst-logo
Senior Livestock Finance & Inventory Analyst
Agri Beef Co.Boise, ID
Come MEAT Us! Join the Agri Beef team, where our talented people are the foundation of our success. We produce world-renowned Snake River Farms and Double R Ranch beef, which are coveted by top chefs around the globe …. and which you will have discounted access to, becoming the hero of your backyard BBQ's. From ranch to table, we are committed to producing the finest beef available. We are more than just a place to work, we are a family! With ample growth opportunity, competitive wages and benefits, and a strong family culture, we're here to welcome you home! POSITION PURPOSE: The Livestock Inventory Specialist plays a critical role in supporting financial accuracy, operational execution, and customer service across AB's cattle feeding network. This position manages accounts payable/receivable, tracks cattle movement, executes customer transactions, reconciles freight, and constantly looks for ways to improve systems and service. It's a high-trust, high-impact role suited for someone who thrives in detail, communicates with clarity, and takes ownership from start to finish. This is a hybrid position, combining remote work with in-office collaboration. KEY RESPONSIBILITIES: Own the Financials (Extreme Ownership of the Numbers) Manage and apply feeding-related charges for outside feeding locations Reconcile brand inspection charges and execute payments Track, reconcile, and allocate freight charges accurately and in a timely manner Oversee daily cash deposits and proper allocation to accounts/lots Complete monthly feed billing and Feeders Advantage billing Execute and track customer financial transactions related to cattle on feed Manage customer equity and feed-financed positions with transparency and accuracy Serve with Purpose (Bring Your Best, Every Day) Deliver professional, responsive customer service to partners feeding with us Act as a dependable point of contact for billing, account, and transaction inquiries Communicate clearly and resolve issues quickly with a service-first mindset Maintain Accurate Data (Unified Direction, Relentless Momentum) Input and manage real-time cattle delivery, movement, and shipment records in the CMS Ensure clean data entry and reconcile discrepancies with speed and accuracy Understand and execute partner financing agreements as required Simplify and Improve (Raise the Standard) Identify and solve inefficiencies across financial and operational systems Work with IT to implement technology that supports accuracy and efficiency Streamline reporting, billing, and reconciliation processes for better performance Lead from Where You Stand (Forge Leaders, Not Titles) Collaborate with feedyard, procurement, admin, and finance teams Support the Procurement Process Specialist and help where needed Take initiative, show follow-through, and deliver consistently-both in-office and remote QUALIFICATIONS: Detail-oriented with strong financial accuracy and reconciliation skills Excellent communicator with a strong customer service focus Comfortable managing freight, billing, and livestock-related financials Proficient in Microsoft Office; able to work confidently with numbers and systems Self-motivated and dependable in both independent and team settings General understanding of livestock operations preferred EDUCATION & EXPERIENCE: Bachelor's degree in Agriculture, Agribusiness, or related field preferred Experience in livestock, accounting, or administrative support roles strongly preferred Customer-facing and/or freight reconciliation experience is a plus WORK ENVIRONMENT: This is a hybrid role-split between remote work and on-site office presence. The ability to manage responsibilities independently while staying aligned with team and customer expectations is essential. WHY THIS ROLE MATTERS: Cattle are the business-and precision in the numbers is how we lead. From freight to feed to financials, this role keeps the engine running. If you bring discipline, clarity, and a service mindset, you'll help us raise the standard every day.

Posted 3 days ago

Finance Manager-logo
Finance Manager
Vast SpaceLong Beach, CA
At Vast, our mission is to contribute to a future where billions of people are living and thriving in space. We are building artificial gravity space stations, allowing long-term stays in space without the adverse effects of zero-gravity. Our initial crewed space habitat will be Haven-1, scheduled to be the world's first commercial space station when it launches into low earth orbit in May 2026. Our team is all-in, committed to executing our mission safely and on time. If you want to work with the most talented people on Earth furthering space exploration for humanity, come join us. Vast is seeking a Finance Manager to join our finance team and take a key role in shaping the company's financial strategy during a period of rapid growth and innovation. This role will work closely with the CFO and CEO to support capital structure and corporate finance activities, manage board communications, and develop the financial infrastructure necessary to scale a space station company. The ideal candidate is a sharp, detail-oriented finance professional who thrives in a fast-paced environment, has strong modeling skills, and is comfortable interacting with both internal stakeholders and external partners such as NASA and investors. This will be a full-time, exempt position located in our Long Beach location. Responsibilities: Partner directly with the CFO and CEO on capital structure strategy, investor communications, and financial due diligence Prepare materials and narratives for board meetings, investor updates, and fundraising pitches Own the company's operational financial model, including scenario planning and sensitivity analysis Conduct strategic and financial analysis to support business decisions, pricing models, capital planning, and cost structure evaluations Collaborate with NASA counterparts and government partners on budget, reporting, and analysis Serve as a cross-functional finance partner across departments to deliver insights and ensure financial alignment Lead preparation and analysis of monthly and quarterly reports including actuals, forecasts, KPIs, and budget variance commentary Drive special projects and ad hoc analyses in support of strategic initiatives Identify and implement process improvements to streamline reporting and forecasting activities Minimum Qualifications: Bachelor's degree in Finance, Economics, Accounting, or a related field 5+ years of relevant experience in FP&A, strategic finance, investment banking, or similar roles Advanced Excel or Google Sheets modeling skills (3-statement modeling, scenario planning, etc.) Experience building and maintaining complex operational financial models Strong grasp of corporate finance fundamentals and financial reporting Preferred Skills & Experience: Experience supporting early-stage or growth-stage fundraising processes Familiarity with government or aerospace partners such as NASA Excellent communication skills, including the ability to synthesize complex data for executive audiences Self-starter mindset with the ability to thrive in a fast-changing, high-stakes environment Experience preparing board decks and presenting to senior leadership or investors Background in or passion for the aerospace, defense, or high-tech sector Additional Requirements: Ability to travel up to 20% of the time Willingness to work evenings and/or weekends to support critical mission milestones Ability to lift up to 25lbs unassisted Specific certifications, as appropriate Salary Range: California $140,000-$200,000 USD COMPENSATION AND BENEFITS Base salary will vary depending on job-related knowledge, education, skills, experience, business needs, and market demand. Salary is just one component of our comprehensive compensation package. Full-time employees also receive company equity, as well as access to a full suite of compelling benefits and perks, including: 100% medical, dental, and vision coverage for employees and dependents, flexible paid time off for exempt staff and up to 10 days of vacation for non-exempt staff, paid parental leave, short and long-term disability insurance, life insurance, access to a 401(k) retirement plan, One Medical membership, ClassPass credits, personalized mental healthcare through Spring Health, and other discounts and perks. We also take pride in offering exceptional food perks, with snacks, drip coffee, cold drinks, and dinner meals remaining free of charge, and lunch subsidized as part of Vast's ongoing commitment to providing high-quality meals for employees. U.S. EXPORT CONTROL COMPLIANCE STATUS The person hired will have access to information and items subject to U.S. export controls, and therefore, must either be a "U.S. person" as defined by 22 C.F.R. § 120.62 or otherwise eligible for deemed export licensing. This status includes U.S. citizens, U.S. nationals, lawful permanent residents (green card holders), and asylees and refugees with such status granted, not pending. EQUAL OPPORTUNITY Vast is an Equal Opportunity Employer; employment with Vast is governed on the basis of merit, competence and qualifications and will not be influenced in any manner by race, color, religion, gender, national origin/ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability or any other legally protected status.

Posted 2 weeks ago

Senior Data Engineer, Finance-logo
Senior Data Engineer, Finance
SofiCottonwood Heights, UT
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role: We are seeking a talented, enthusiastic, and detail-focused Senior Data Engineer to join our Finance BI & Systems team. In this pivotal role, you will take on significant data challenges, designing, building, and optimizing the data infrastructure that powers our financial reporting and automation. You will manage our Snowflake data warehouse and develop robust, scalable ETL/ELT pipelines. This role is perfect for someone passionate about data, with a strong engineering mindset, and a keen interest in applying these skills within the financial domain to drive efficiency and insight. What you'll do: Design, develop, and maintain scalable and reliable data pipelines (ETL/ELT) to ingest, process, and transform financial data from various sources into our Snowflake data warehouse. Develop and optimize data models within Snowflake to support financial reporting, business intelligence, forecasting, and advanced analytics needs. Act as a subject matter expert for Snowflake within the Finance team Collaborate closely with Finance stakeholders (including FP&A, Accounting, and Strategic Finance), BI analysts, and other engineering teams to understand data requirements and deliver high-quality data solutions. Build and support foundational data sets and data products that empower self-service analytics and reporting for the Finance team. Implement and enforce data governance policies and best practices to ensure data quality, integrity, security, and compliance. Write clear, maintainable code and comprehensive documentation for data pipelines and processes. Troubleshoot and resolve data-related issues in a timely manner, ensuring minimal disruption to financial operations. Contribute to the continuous improvement of our data engineering standards, tools, and processes. Operate effectively as part of a team while also demonstrating the ability to work independently, managing relationships, deliverables, and expectations with your business partners. Possess strong interpersonal skills, being personable, approachable, and able to connect effectively with individuals across the team and throughout the business. Remain detail-oriented while working across a wide variety of projects. What you'll need: A Bachelor's degree in Computer Science, Data Science, Engineering, a related technical field, or equivalent practical experience. 5+ years of hands-on experience in data engineering, with a focus on building and maintaining data warehouses and ETL/ELT pipelines. Proficiency in core data engineering technologies, including: Data Warehousing: Snowflake (primary), experience with PostgreSQL. Programming/Scripting: Python, SQL. ETL/ELT & Orchestration: Airflow, dbt, and experience with tools like MuleSoft, Fivetran, or similar. Cloud Platforms: AWS. Version Control/CI/CD: GitLab. Broad proficiency in relational database platforms and significant experience with cloud data warehouse platforms such as Snowflake, and familiarity with others like Redshift, or Google BigQuery Strong analytical and problem-solving abilities, with the capability to simplify complex issues into actionable plans. Excellent communication skills, with the ability to effectively convey technical concepts to both technical and non-technical audiences, particularly within a finance context. Demonstrated ability to work collaboratively in a fast-paced, agile environment. A proactive and detail-oriented approach to your work. Strong Plus: Experience working directly with financial data (e.g., general ledger, financial planning, transactions). Experience deploying resources using Infrastructure as Code - IaC tools (i.e. Terraform) Familiarity with Finance ERP systems (e.g., Workday, NetSuite) and Financial Planning & Analysis (FP&A) tools (e.g., TM1/Planning Analytics). Experience with data visualization tools (e.g., Tableau, Power BI) Experience in the Fintech or banking industry. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $124,800.00 - $234,000.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 2 weeks ago

Associate School Finance Manager-logo
Associate School Finance Manager
Vertex EducationPhoenix, AZ
Be the one who makes a difference! At Vertex Education we are a team of high achievers, courageous leaders, and passionate believers in changing lives through education. As a purpose-led education services provider, our mission is destined to benefit many and yet it starts with just one person inspired to work together with us to make a memorable and meaningful difference for our clients, schools, students, and communities. Be the one who makes a difference-with us. Responsibilities: This section describes the essential functions of this role but is not intended to be all-inclusive. Other duties may be assigned, as necessary. Reasonable accommodation may be provided to enable individuals with disabilities to perform the essential functions of this job. Support or lead on 4-6 clients (or fewer, more complex clients/multi-state portfolio). Lead full monthly close process - pre-close activities, review of financial statements, adjustments and updates. Lead development of full board presentation, with review for more complex presentations. Present at all finance committee or board meetings. Lead completion of all reports and compliance documents, with occasional support from analysts. Serve as primary client management contact for all audit documents and requests. Work with a client on a petition budget (based on availability). Manage all client requests, seeking support when more complex. Present EdTec content at external event (e.g., client training, conference). Qualifications: Previous experience in finance, accounting, or budgeting roles, preferably in an educational setting. Understanding of financial regulations and guidelines specific to educational institutions, including federal, state, and local funding sources and compliance requirements. Strong analytical skills to interpret financial data, identify trends, and make informed recommendations for budgeting and financial planning. Meticulous attention to detail in reviewing financial documents, preparing reports, and conducting audits to ensure accuracy and compliance with financial policies and procedures. Proficiency in using financial software and accounting systems, such as Excel, QuickBooks, or specialized school finance software. Effective verbal and written communication skills to convey financial information clearly and concisely to stakeholders, including school administrators, board members, and external auditors. Strong interpersonal skills to collaborate with school administrators, department heads, and staff members to gather financial data, provide guidance on budgeting and expenditure management, and address financial concerns or inquiries. Capacity to analyze complex financial issues, identify root causes, and develop solutions to address budgetary constraints or financial challenges facing the school. Commitment to upholding ethical standards and integrity in all financial activities, including adherence to accounting principles, confidentiality of financial information, and compliance with regulatory requirements. Competencies: Ability to assist in developing and managing the school budget, including revenue projections, expense forecasts, and budget allocations for various departments and programs. Proficiency in preparing financial statements, budget variance analyses, and other reports to communicate financial performance and outcomes to stakeholders. Experience in managing grants and funding programs, including grant proposal development, compliance monitoring, and reporting requirements. Knowledge of audit procedures and compliance standards applicable to educational finance, including GAAP (Generally Accepted Accounting Principles) and GASB (Governmental Accounting Standards Board) regulations. Understanding of cash flow principles and strategies to manage cash inflows and outflows effectively, ensuring sufficient funds are available to meet operational needs and obligations. Ability to conduct financial analysis and forecasting to support strategic planning, resource allocation, and decision-making processes within the school. Capacity to work collaboratively with other members of the finance team, school administrators, and department heads to coordinate financial activities, resolve issues, and achieve financial goals. Effective time management skills to prioritize tasks, meet deadlines, and manage multiple projects simultaneously in a fast-paced educational environment. Demonstrated leadership potential and ability to take initiative in driving financial initiatives, implementing process improvements, and supporting the overall mission and goals of the school. Commitment to ongoing professional development and staying informed about changes in educational finance regulations, best practices, and emerging trends. Adherence to ethical standards and professional integrity in all compliance activities, including maintaining confidentiality of sensitive information, avoiding conflicts of interest, and upholding regulatory compliance obligations. Education: Advanced degree preferred or equivalent public/private sector business or school operations experience. Physical Requirements: Overall, while the physical demands of the role are generally light, maintaining good posture, taking regular breaks, and practicing ergonomic principles can help mitigate the risk of discomfort or strain associated with prolonged periods of sitting and computer use. While the role of Associate School Finance Manager is predominantly sedentary and office-based, there are still some physical requirements associated with the job: Extended periods of sitting: The Associate School Finance Manager typically spends much of their workday seated at a desk, working on a computer or reviewing documents. Screen time: The role involves extensive use of computers and other electronic devices, which may require good eyesight and the ability to focus for extended periods. Keyboard and mouse use: Proficiency in typing and using a computer mouse is essential for entering data, generating reports, and navigating payroll and benefits systems. Manual dexterity: The ability to handle paperwork, files, and office equipment such as printers, scanners, and copiers may be necessary. Communication: While not strictly a physical requirement, clear verbal and written communication skills are important for interacting with colleagues, employees, and external contacts. Occasional standing and walking: Although most tasks are performed while seated, there may be occasions when the Associate School Finance Manager needs to attend meetings, walk to other departments, or participate in training sessions. Be excited to be a part of our team and grow your career with us! Be the one who enables us to positively impact over 258,000 students across multiple states while driving our growth forward so we can enrich even more lives. Be the one who helps us achieve excellence for over 226 schools that we support with academics, finance, technology, human resources, communications, marketing, facilities, construction, and food services. Be the one who is a diverse thinker, a team player, a smart risk taker, an innovator, and a difference maker by encouraging others to climb higher and reach farther to further education. Be yourself surrounded by wonderful people who care about you, value your unique skills, and lift you up. Be supported in your work by caring leaders and team members who want you to succeed. Be empowered to make a difference and climb higher and reach farther to change lives through education. Be well in all aspects of your life from your physical, mental, and emotional wellbeing to your finances. Enjoy industry-leading pay, rewards, referral bonuses, with unlimited flexible paid time-off for performance. Be able to care for your health and your family with comprehensive medical, dental and vision benefits and invest in your future with 401(k) plans with a 6% employer match on your contributions. Enhance your growth and development with mentoring and money to take training classes. Thrive in a welcoming, supportive, and inclusive environment where we treat others with fairness and respect, celebrate diversity, and elevate equality and inclusion as an equal opportunity employer. Be the one who makes a difference! With an innovative mind, a hungry heart, and engaging spirit you can change lives through education. Be a part of Vertex Education and let's make a difference together. Apply Today!

Posted 3 weeks ago

Director, Transaction Management - Lender Finance-logo
Director, Transaction Management - Lender Finance
Huntington Bancshares IncRosemont, IL
Description Summary: Lender Finance originates both recourse and non-recourse transactions for commercial and consumer specialty finance companies. This line of business focuses on driving growth in revenue and assets for the bank, leading newly structured transactions as well as participating in other banks' transactions. The Director, Transaction Management - Lender Finance is responsible for working with internal partners to underwrite new transactions and manage an existing book of business. This role balances supporting the Commercial Bank's growth while ensuring a scalable, well-managed business. This position is hybrid for candidates located near one of our offices, but can be remote for those who are not. Duties and Responsibilities: Manage relationships with new and existing Lender Finance customers in concert with both the Lender Finance Origination and Portfolio Management teams. Support negotiations between the Originator and the customer as well as reviewing/ commenting on outside-counsel prepared documentation. Work with Originators and Portfolio Managers to manage any necessary amendments and waivers to existing transactions. Conduct research using numerous resources available, distilling key themes and conclusions into concise summary form for presentation purposes. Prepare previews and underwrite new opportunities with assistance from the Lender Finance Originators and Portfolio Managers. Create Capital Allocation Memos, manage BSE (ROE process) with the applicable Lender Finance Originator and manage KYC process for new and existing transactions. Manage due diligence meetings and requirements for existing deals. Perform other duties as assigned. Basic Qualifications: Bachelor's degree in finance, accounting, economics or related field Completion of formal credit training 7+ years of direct asset-backed finance underwriting experience including experience with financial modeling Preferred Qualifications: MBA preferred Proficiency using Microsoft Word and Excel Strong written and verbal communication skills Highly motivated with desire and ability to excel in a team and individual work environment #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: $93,000 - $208,000 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

Integrity Marketing Group logo
Senior Manager, Finance
Integrity Marketing GroupDallas, TX
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Job Description

About Integrity

Integrity, headquartered in Dallas, Texas, is a leading distributor of life and health insurance, and provider of innovative solutions for wealth management and retirement planning. Through its broad partner network of agents and advisors, Integrity helps millions of Americans protect their life, health, and wealth with a commitment to meet them wherever they are - in person, over the phone and online. Integrity's proprietary, cutting-edge technology helps expand the insurance and financial planning experience for all stakeholders using an omnichannel approach. Providing best-in-class service to our clients and consumers is at the center of Integrity's holistic approach to life, health, and wealth protection. The company and its partners focus on helping families and individuals prepare for the good days ahead, so they can make the most of what life brings.

Integrity Wealth is Integrity's family of wealth management and retirement planning companies. With over $40 billion in assets under management and growing, Integrity Wealth through its registered investment advisers, broker-dealers, retirement planning and advisory companies provides cutting edge technology, services, and multi-custodial platform solutions to financial advisors and planners, brokers, wealth managers, and registered representatives so they can more effectively manage their clients' assets.

As the Sr. Finance Manager, you will provide oversight of the finance and accounting department activities, providing information, primarily financial in nature, about all company activities that will assist management, its' shareholders and other users in making educated economic decisions about the company's future.

  • Direct the activities of the corporate accounting department for the accurate and timely dissemination of fiscal management reports including, but not limited to, internal and external financial statements and annual audits and annual budgets, and oversight and consolidation of monthly/annual financial statements.
  • Direct the activities of the disbursement department, ensuring the accurate and timely processing of accounts payable, core employee expense reports, and cash control.
  • Direct the activities of the accounts receivable department to ensure the accurate and timely management of all accounts receivable aging components including billings, cash receipts application and customer service.
  • Establish and maintain systems and controls that verify the integrity of all systems, processes, and data, and enhance the company's value.
  • Respond to CFO as assigned with accurate and timely work to facilitate financial needs.
  • Other duties as assigned.

Qualifications:

  • Bachelor's degree in accounting or finance.
  • CPA or other relevant professional certification (e.g., CMA, CIA).
  • Minimum of [Number] years of experience in a Controller or similar role, preferably in the wealth management or financial services industry.
  • Strong understanding of accounting principles, financial regulations, and internal controls.
  • Experience in financial reporting, budgeting, and forecasting.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.