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Environmental Finance - Asset Manager-logo
Environmental Finance - Asset Manager
US BankSan Francisco, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description USBIF is currently seeking a candidate to join our growing team of environmental finance professionals as an Asset Manager (AM). The AM's responsibilities include identifying and mitigating risk, managing the overall customer relationship, and underwriting and executing amendments and modifications for portfolio of complex renewable energy tax equity investments and related products (predominantly solar, wind, and battery storage systems). Job Responsibilities Monitor project construction and development milestones, analyze project performance, and continually monitor risk profile of investments in compliance with all applicable banking regulatory requirements and internal procedures. Through the project financing stage, work with external partners, review due diligence for fundings, prepare funding packages, ensure project milestones are reached, and prepare monthly forecasting of equity fundings and credit delivery, and quarterly priority return collection, ensuring delivery of all projected investment benefits. Review complex legal documents pertaining to structured credit arrangements; works with counsel and business partners to negotiate and mitigate risks on behalf of USBIF. Timely and thoroughly review all due diligence documentation (including financial projections and third-party reports) with attention to detail, proactively identifying issues to be addressed. Review and analyze financial models and be able to identify and address underwriting, cash flow, and accounting risks. Prepare high-quality underwriting packages in support of post-closing deal amendments, modifications, or restructures, describing the strengths, weaknesses, risks, and mitigating factors related to a transaction. Manage through project issues that may arise and provide value-added solutions, proactively identifying uncertainties and grey-area situations to take well-reasoned and well-mitigated risk. Articulate the Bank's position to customers, and advocate on behalf of Sponsors with Credit and management. Provide a high level of customer service through clear communication, managing internal and external customer expectations, and meeting commitments. Coordinate with a variety of internal and external parties to facilitate management of investments. Engage in the virtual team experience by active engagement in team meetings, trainings, and activities. Enhance the learning experience of other team members, and contribute to a collegial, collaborative team environment. Basic Qualifications Typically Bachelor's degree, or equivalent work experience Typically five or more years of related experience Preferred Skills/Experience Proven credit management, underwriting and financial analysis skills, including cash flow analysis experience with complex, structured transactions, due diligence proficiency and detail orientation. Knowledge of financial modeling techniques and analysis of proforma financial statements. Comprehension of complex deal structure mechanics. Knowledge of critical aspects of renewable energy project management, including equipment and performance review as well as a baseline understanding of U.S. energy markets including regulatory structures, physical and synthetic forms of power agreements and derivative instruments. Ability to review and synthesize a large quantity of deal related documentation and materials, including third party reports, loan/investment documents, and other legal documents. Able to identify key issues and concerns, manage timelines, and problem solve using creativity and innovation. Familiarity with standard banking processes and procedures, including managing to credit policies and procedures and navigating credit approval processes. Excellent time management skills with the ability to effectively manage internal and client timelines and needs. Ability to identify obstacles and manage expectations. Effective listener and strong communication skills, both oral and written. Highly motivated self-starter who has a keen attention to detail, growth mindset, and ability to be comfortable in periods of unpredictability. Ability to work independently as well as collaboratively in a team environment. Demonstrated interest in promoting diversity in the workplace and a commitment to maximizing equitable access to the benefits of renewable energy. Tag: INDMO Location Expectations The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 - $127,050.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

Senior Accountant, Outsource Accounting And Finance-logo
Senior Accountant, Outsource Accounting And Finance
Bonadio & Company LLPRochester, NY
The Bonadio Group is seeking a Senior Accountant to work with the Outsource Accounting and Finance team. This position provides delivery of accounting and bookkeeping services for multiple clients in a variety of industries. If you are working in public accounting or in industry and want to see more exciting projects with a mix of clients, diversity of work, with a flexible schedule, then this job may be right for you! Responsibilities Performing accounting services for clients inclusive of: Assisting and maintaining clients' annual operating plan/budgets Analyzing general ledger process, identifying, and resolving discrepancies Preparation of complex Key Performance Indicators (KPIs) and other management reports Assist with establishing and maintaining standardized accounting procedures and processes Produce all relevant financial statement reports on monthly and annual basis Perform general accounting duties as needed, such as accounts payable functions, account reconciliations, and work paper preparation Assist with onboarding new clients Provide training for new clients and staff in the use of shared software applications Achieve consistent and outstanding client satisfaction Qualifications Required: A minimum of a bachelor's degree in accounting or related discipline A minimum of three years of related experience Project management experience with accounting-based projects, and ability to deliver on-time outcomes The salary range for this opportunity is between $65,000 - $80,000 and is commensurate with experience. Hours of Operation: Our office hours are Monday through Friday from 8:00 a.m. until 5:00 p.m. Monday through Friday Our summer hours are Monday through Thursday from 8:00 a.m. until 5:00 p.m. and Friday from 8:00 a.m. until 12:00 p.m We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) 487-7624 or careers@bonadio.com. EOE/AA Disability/Veteran

Posted 3 weeks ago

Student Finance Specialist (Temporary)-logo
Student Finance Specialist (Temporary)
Berklee College Of MusicBoston, MA
Job Description: About Berklee Pre-College, Online, and Professional Programs (POPP): Berklee's division of Pre-College, Online, and Professional Programs (POPP) is at the forefront of contemporary music education worldwide, serving more than 3.5 million students to date. Currently comprising Berklee Online, Berklee Summer Programs, and Berklee Press, POPP is shaping the key players of tomorrow's music industry through innovative study in performance, production, business, theater, dance, and more. Students emerge from programs with a professional portfolio, practical job skills, and a strong sense of community. Through internationally acclaimed online courses and degree programs, intensive summer programs and workshops, textbooks that are the definitive source on their subjects, and emerging K-12 offerings, POPP brings the best of Berklee to students all over the world, no matter their ability, background, or level of experience. Berklee POPP seeks a Student Finance Specialist for a temporary, 30-hour per week position supporting an up-to 3-year initiative to implement Workday Student. Reporting to the Student Finance Lead, the temporary Student Finance Specialist serves as a primary point of contact for finance-related inquiries from students, families, prospects, and alumni. They provide impeccable customer service and handle all questions with a sense of urgency and care. This position primarily assists Berklee Online and Berklee Summer Programs, but supports all areas of POPP as needed. Cover letter must be provided to be considered for this role. Essential Duties and Responsibilities: Handles incoming phone and email communications from students, families, prospects, and alumni. Understands and clearly communicates Berklee Online and Summer Programs policies. Discloses information in accordance with the Family Educational Rights and Privacy Act (FERPA). Responds to inbound calls and emails on the day they are received, or on the following business day if received after 3pm, managing increased volume during heavy enrollment periods. Logs all incoming and outgoing calls, and posts information to case and contact notes. Assists students with questions regarding tuition statements, payments, balances, payment plans, financial holds, outstanding balances, refunds, and education tax forms. Assists with identifying students who have unresolved student account balances and proactively communicates with them about payment options and outstanding financial aid requirements to support enrollment targets. Assists with tuition payment plan administration, adjusting plan budgets throughout the enrollment cycle, and following up about returned payments and terminated plan agreements. Assists with past-due account reports, account hold management, and communication with delinquent account holders. Assists with credit balance outreach, updating credit balance and unreconciled refund reports, and following up with students who need to update their refund information. Creates, innovates, and identifies ways to improve the student experience. Categorizes and quantifies ongoing questions from students. Additional Duties and Responsibilities Audits and analyzes student accounts to verify the information is current and accurate. Processes checks, wire, and credit card payments, posting in the student account and accounting systems. Processes charge adjustments and payment transfers while adhering to federal requirements. Assists with 1098-T and TL11 student tax form preparation. Performs general student service functions including assisting students with registration process questions, add/drop procedures, refund policies, and financial aid policies and procedures. Assists with assigning tasks and projects, monitoring workflow, and ensuring accuracy and completion of student employees on assigned tasks/projects. Ensures students receive refunds and aids in the escheatment process once the property is determined abandoned within state and DOE guidelines. Maintains and updates Student Finance business process documentation as requested. Supports the Military Affairs, Financial Analytics, Summer Programs, and other POPP teams as needed. Other duties as assigned. Must be able to change/alter priorities to match given circumstances. Knowledge and Skills Required: Strong interpersonal skills and professionalism needed to deliver exemplary customer service to students, parents, faculty, administrative and support staff via phone, email, chat, and videoconferencing. Excellent written and verbal communication skills and ability to clearly articulate complex information to a variety of audiences. Strong organizational skills and ability to operate independently and set priorities amongst multiple task assignments with frequent interruptions. Ability to function well under pressure and maintain a pleasant customer service attitude. Flexibility and adaptability; ability to work in ambiguous situations. Must be detail-oriented with strong analytical skills. Proven ability to work effectively in a highly diverse campus community. Experience with: Excel, Google Sheets, Gmail, Workday, Colleague, and Salesforce a plus. College degree required and minimum two years successful customer service experience in higher education, as a bank teller, cashier, sales support, or equivalent. Previous experience in college business, student accounts, or financial aid office is a plus. Highly solution-oriented, flexible, and reliable. Demonstrated willingness to accept accountability and responsibility. Demonstrated capacity to develop and maintain effective working relationships with individuals and organizations reflecting a broad range of identities, perspectives, and experiences. This is a remote opportunity. This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship. Diversity, Equity, Inclusion & Equal Employment Opportunity at Berklee: We support an inclusive workplace where everyone excels based on personal merit, qualifications, experience, ability, and job performance. Berklee affirms that inequality is detrimental to our faculty, staff, students, and the communities we serve. Our goal is to make lasting change through our actions. Berklee is committed to providing fair and equitable consideration of all employees and applicants without regard to race, color, religion, ancestry, age, national origin, place of birth, gender, sexual orientation, gender identity or expression, disability, genetic information, or status as a member of the armed forces or veteran of the armed forces, or any other category protected by federal, state, or local law. As part of this commitment, Berklee will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Team at hroperations@Berklee.edu or call 617-747-2375. Berklee is committed to increasing the diversity of our institution, community, and the curriculum. Candidates who can contribute to that goal are encouraged to apply and to identify their strengths in this area. Currently enrolled Berklee students are not permitted to apply for staff or faculty positions.* This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship. Diversity, Equity, Inclusion & Equal Employment Opportunity at Berklee: We support an inclusive workplace where everyone excels based on personal merit, qualifications, experience, ability, and job performance. Berklee affirms that inequality is detrimental to our faculty, staff, students, and the communities we serve. Our goal is to make lasting change through our actions. Berklee is committed to providing fair and equitable consideration of all employees and applicants without regard to race, color, religion, ancestry, age, national origin, place of birth, gender, sexual orientation, gender identity or expression, disability, genetic information, or status as a member of the armed forces or veteran of the armed forces, or any other category protected by federal, state, or local law. As part of this commitment, Berklee will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Team at hroperations@Berklee.edu or call 617-747-2375. Berklee is committed to increasing the diversity of our institution, community, and the curriculum. Candidates who can contribute to that goal are encouraged to apply and to identify their strengths in this area. Currently enrolled Berklee students are not permitted to apply for staff or faculty positions.* Employee Type: Staff

Posted 30+ days ago

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

Posted 30+ days ago

Staff Manufacturing Finance-logo
Staff Manufacturing Finance
Global FoundriesMalta, NY
About GlobalFoundries: GlobalFoundries is a leading full-service semiconductor foundry providing a unique combination of design, development, and fabrication services to some of the world's most inspired technology companies. With a global manufacturing footprint spanning three continents, GlobalFoundries makes possible the technologies and systems that transform industries and give customers the power to shape their markets. For more information, visit www.gf.com. Summary of Role: GlobalFoundries is seeking a Sr Analyst Manufacturing Finance to play a critical role in supporting our US Factories, owning financial planning and analysis (FP&A). This position will focus on ensuring the accuracy and alignment of key manufacturing finance metrics, driving cost improvement initiatives, and providing strategic financial support to senior leadership. The ideal candidate will be a highly analytical and detail-oriented finance professional with a strong background in forecasting, reporting, and manufacturing finance. Essential Responsibilities: Forecast Alignment & Cost Inputs: Drive and align input cost data and timelines to ensure accurate and timely forecast aligned to corporate deadlines. Partner with Fab Operations and Planning stakeholders to validate key cost forecast assumptions and targets. Manufacturing Metrics & Reporting: Manage weekly manufacturing metrics reporting, including cost movements and operational insights. Identify and communicate key trends impacting financial performance. Monthly Input Cost Reporting: Prepare and deliver monthly input cost reports to Fab and MFG Finance leadership. Provide detailed variance analysis and insights on cost fluctuations and key drivers. Identify Fab Risks and Opportunities, align with cost owners driving optimal financial outcomes. System Implementation - Manufacturing & Cost Improvements: Support the implementation of manufacturing and input cost improvement initiatives under new system Implementation. Collaborate with cross-functional teams to drive cost efficiency and operational improvements. Finance Reporting & Stakeholder Support: Work closely with the Manufacturing Finance Director and Fab Business Operations teams to fulfill reporting requirements. Support ad hoc financial analysis and reporting needs for leadership. Other Responsibilities: Perform all activities in a safe and responsible manner and support all Environmental, Health, Safety and Security requirements and programs. Preferred Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field (CPA/MBA a plus). 4-6 years of experience in financial planning & analysis, manufacturing finance, or corporate finance. Strong financial modeling, forecasting, and variance analysis skills. Experience with ERP systems (SAP preferred) and financial reporting tools. Advanced proficiency in Microsoft Excel (macros, pivot tables, Power Query) and PowerPoint. Excellent communication and collaboration skills with the ability to influence stakeholders. Ability to manage multiple priorities in a fast-paced, dynamic environment. Expected Salary Range $83,100.00 - $147,800.00 The exact Salary will be determined based on qualifications, experience and location. If you need a reasonable accommodation for any part of the employment process, please contact us by email at usaccommodations@gf.com and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. An offer with GlobalFoundries is conditioned upon the successful completion of pre-employment conditions, as applicable, and subject to applicable laws and regulations. GlobalFoundries is fully committed to equal opportunity in the workplace and believes that cultural diversity within the company enhances its business potential. GlobalFoundries goal of excellence in business necessitates the attraction and retention of highly qualified people. Artificial barriers and stereotypic biases detract from this objective and may be illegally discriminatory. All policies and processes which pertain to employees including recruitment, selection, training, utilization, promotion, compensation, benefits, extracurricular programs, and termination are created and implemented without regard to age, ethnicity, ancestry, color, marital status, medical condition, mental or physical disability, national origin, race, religion, political and/or third-party affiliation, sex, sexual orientation, gender identity or expression, veteran status, or any other characteristic or category specified by local, state or federal law

Posted 30+ days ago

Senior Director Finance-logo
Senior Director Finance
The Learning ExperienceDeerfield Beach, FL
Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Competitive salary Dental insurance Employee discounts Free food & snacks Health insurance Opportunity for advancement Paid time off Training & development Tuition assistance Vision insurance Wellness resources Location: Onsite in Deerfield Beach, FL (Monday - Friday) Job Summary Provides strategic direction in the Finance function for The Learning Experience (TLE). Specific job duties entail ensuring accuracy of financial results (Accounting function) and financial reporting submissions to the Board of Directors and Banking partners (financial reporting function). The candidate must participate in financial reviews with executive leadership. Financial Reporting Proven ability to lead an organization's financial reporting, budgeting, and forecasting processes, establishing an internal framework of standards and processes that ensure proper segregation of duties and compliance with accepted accounting principles (GAAP). Ability to produce comprehensive monthly financial reporting packages and presentations. Regulatory Compliance Monitor and ensure timely identification and compliance with evolving accounting guidance, provide US GAAP interpretation, and prepare technical memorandums that document issues in a clear, concise, and comprehensive manner. Ensure financial reports are GAAP compliant and contain appropriate disclosures. Monitor GAAP and SEC developments and lead the adoption of new accounting and disclosure rules. Coordinate all audit efforts and be the primary interface for internal and external auditors. Financial Administration Leadership Effectively manage day-to-day and major transaction cycles including A/R, A/P, Credit Management, Cash Disbursements, Inventory Costing & Control and Payroll. Maintain high levels of accuracy and productivity and continually improve performance. Operational Process Improvement Demonstrate ability to drive process improvement in finance and accounting processes and contribute significantly to driving overall operational improvements working with operations management. ERP Administrative Management Serve as a company's subject matter expert (SME) from a financial perspective for NetSuite and develop an internal control structure and compliance necessary for data integrity and security. Serve as the SME for the implementation of Blackline or similar financial reconciliation and automation software. Financial / Operational Analysis Analyze financial and operational results, providing leadership with timely, detailed, and meaningful insights on business performance. Develop forecasting models and product costing tools and use them to make recommendations that drive growth and profitability. Talent Management Effectively grow and develop a finance and accounting team through mentoring, coaching, formal training, and replacement hiring, as necessary. Build and maintain a culture where employees are highly engaged and feel that the organization cares about them personally. ESSENTIALS OF THE JOB: Prepares the monthly financial consolidation as the foundation for TLE's external financial statements. Manages the financial close process to ensure financial statements can be prepared in accordance with TLE's internal and external reporting requirements. Assists with the development, implementation, and documentation of internal controls in support of TLE 's Sarbanes-Oxley 404(b) requirements. Assists the Corporate Controller and CFO in monitoring the Company's cash balances and liquidity requirements. Reviews and approves balance sheet reconciliations on a timely basis. Reviews and assesses SAP modules to determine continuous process improvements. Implements and executes new functionalities in SAP Training and development of accounting staff. Ensures adherence to TLE's internal controls and accounting policies and procedures within and outside the Finance Department, identifying areas for improvement and greater efficiency. Works with cross-functional teams as required. Prepares and provides requested schedules to external auditors during interim reviews and year-end audits and assists the Controller in managing the audit process. Assist the Corporate Controller with bank filings and ad hoc reporting requirements. Partner with the Finance team to lead our month end close optimization initiative. Qualifications Bachelor's degree in accounting, master's degree a plus 10+ years of professional related work experience. Experience in multi-unit operations preferred but not required. Requires proficiency in finance and office applications (NetSuite, Blackline,). Must be financial/detail oriented, possess excellent analytical abilities and be customer oriented. Must possess excellent communication skills. CPA required.

Posted 2 weeks ago

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

Posted 1 week ago

Equipment Finance Credit Analyst-logo
Equipment Finance Credit Analyst
US BankGresham, OR
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Responsible for managing a portfolio of lease and loan accounts. Responsible for making recommendations to the person(s) making the final lending decisions on existing leases and loans in their portfolio. Prior to making the credit decision or advising the person(s) making the final credit decision, the Credit Analyst conducts a complete credit analysis including gathering, analyzing, and interpreting all types of credit information on existing and prospective customers. Reviews customer accounts and portfolios to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the company. May use technological tools, including computer software, to assist in the credit analysis process by helping evaluate a particular credit or a portfolio. The Credit Analyst will use such tools to compare and evaluate possible courses of action and will make recommendations and/or decisions after various possibilities are considered. Basic Qualifications Bachelor's degree, or equivalent work experience Typically five or more years of relevant experience Preferred Skills/Experience Strong credit analysis and analytical skills In-depth knowledge of credit analysis, credit administration, credit policy and procedures, and risk analysis Background in economics, accounting, and/or finance Effective technical report writing skills Effective verbal and written communication skills Proficient computer navigation skills using a variety of software packages Location: The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $92,820.00 - $109,200.00 - $120,120.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

Finance And Actuarial Data Manager-logo
Finance And Actuarial Data Manager
PwCMelville, NY
Industry/Sector Not Applicable Specialism Product Innovation Management Level Manager Job Description & Summary At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions. Those in software engineering at PwC will focus on developing innovative software solutions to drive digital transformation and enhance business performance. In this field, you will use your knowledge to design, code, and test cutting-edge applications that revolutionise industries and deliver exceptional user experiences. 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. As part of the Software and Product Innovation team you will design the insurance data model to support finance and actuarial use cases. As a Manager, you will lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff while achieving project success and maintaining standards. Responsibilities Maintain quality deliverables through strategic planning Identify and implement innovative solutions for project challenges Work with stakeholders to align project objectives Encourage a culture of integrity and excellence within the team What You Must Have Bachelor's Degree 6 years of experience in Life Insurance industry What Sets You Apart Managerial experience leading teams of 5 or more Designing insurance data models for finance and actuarial Preparing source to target mapping for data synchronization Gathering data requirements for actuarial modeling Designing semantic and reporting layers Presenting and approving designs to clients Knowledge of SQL and financial sector Committed to results and maintaining attention to detail Being proficient in written and spoken English 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: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Director Of Finance & Operations-logo
Director Of Finance & Operations
StyleSeatSan Francisco, CA
Director of Finance and Operations 100% Remote (U.S. Based Only, Select States- See Below) About the role As the Director of Finance and Operations, you will oversee the company's finance, fraud, customer support, and success teams. Partnering closely with leadership, you will manage the day-to-day finance functions, lead the finance team in developing and executing financial planning, budgeting, and forecasting, and guide high-level decisions on financial policies. StyleSeat is a collaborative, fast-moving, and innovative 90-person company. The right candidate will focus on maintaining financial stability and supporting profitable growth, empowering a team of top performers to achieve our goals. We are also open to Senior Director candidates. What you'll do Finance Drive financial planning, budgeting, and forecasting in collaboration with the CEO and other leaders. Develop and maintain financial models and reports that support the company's strategic objectives and provide actionable insights. Implement and optimize financial systems, tools, and processes to support growth and operational efficiency. Oversee the preparation and delivery of audited financial statements in compliance with PCAOB standards. Monitor cash flow, capital allocation, and financial health, reporting regularly to leadership. Manage tax compliance and ensure timely filing of state and federal taxes. Collaborate with HR on compensation planning, hiring, and recruiting efforts aligned with budgeting and forecasting. Investor Relations Assist in preparations for board meetings, including creating and updating board decks. Participate in investor relations processes, manage data rooms. Fraud and Compliance Provide leadership and guidance for our Fraud team and improve overall fraud prevention and controls. Oversee fraud risk management by ensuring high-level visibility and accountability, developing and implementing operational, investigative, executive processes, and establishing metrics to monitor and mitigate risks effectively. Communicate performance, initiatives, and threats to senior management via summaries, dashboards, and reporting. Delivering comprehensive, proactive, and rapid solutions to evolving threats and opportunities. Build fraud awareness, education, and referral/alert notification processes. Customer Experience Set and drive new objectives for the Customer Support and Success teams to improve the overall customer experience while minimizing costs. Assess current tools and technologies, providing the team with the resources and support needed to maximize efficiency and effectiveness. Collaborate with team leaders to align their goals with company priorities Motivate and guide the team to prioritize high-impact, revenue-generating metrics. Develop and implement strategies to improve customer satisfaction and retention. Who you are Successful candidates can come from a variety of backgrounds, yet here are some of the critical experiences we're looking for: Qualifications & Experience 7+ years of financial management experience, with 3+ years in a leadership role. Leading finance operations, including fraud prevention and customer service teams and initiatives. Motivating teams to achieve key and impactful metrics in a fast-paced environment. Financial Expertise: Strong knowledge of financial operations, including profit and loss statements, balance sheets, budgeting, forecasting, and cash flow management. Experience aligning operational initiatives with financial objectives. Advanced analytical skills with experience in building and refining financial models to forecast outcomes, evaluate risks, and support data-driven decision-making. Ability to present complex financial data, performance metrics, and risk assessments clearly and effectively to senior leadership and cross-functional teams. Fraud and Compliance Knowledge: In-depth understanding of fraud prevention techniques, risk assessment, and operational controls, with the ability to integrate these practices into broader financial strategies. Customer Experience: Managing and optimizing customer support and success teams while ensuring these initiatives align with financial performance goals. Personal & Professional Characteristics: Possesses executive presence with high levels of personal and professional integrity. A change agent with the self-awareness and organizational savvy to advance initiatives with grace and efficiency. A progressive thinker who seeks continuous improvement for the organization and its team members. Exceptional written and verbal communication skills, with the ability to engage effectively with multiple stakeholders. Salary Range Our job titles may span more than one career level. The career levels we are targeting for this role have a combined range of $150,000 to $200,000. The actual base pay is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. Base pay ranges are subject to change and may be modified in the future. Company Overview StyleSeat is the premier business platform for SMBs in the beauty and wellness industry to run and grow their business; and destination for consumers to discover, book and pay. To date, StyleSeat has powered more than 200 million appointments totaling over $12 billion in revenue for small businesses. StyleSeat is a platform and marketplace designed to support and promote the beauty and personal care community. Today, StyleSeat connects consumers with top-rated beauty professionals in their area for a variety of services, including hair styling, barbering, massage, waxing, and nail care, among others. Our platform ensures that Pros maximize their schedules and earnings by minimizing gaps and cancellations, effectively attracting and retaining clientele. StyleSeat Culture & Values Diversity- We celebrate and welcome diversity in backgrounds, experiences, and perspectives. We believe in the importance of creating an inclusive work environment where everyone can thrive. Curiosity- We are committed to fostering a culture of learning and growth. We ask questions, challenge assumptions, and explore new ideas. Community- We are committed to making a positive impact on each, even when win-win-win scenarios are not always clear or possible in every decision. We strive to find solutions that benefit the community as a whole and drive our shared success. Transparency- We are committed to open, honest, and clear communication. We hold ourselves accountable for maintaining the trust of our customers and team. Entrepreneurship- We are self-driven big-picture thinkers - we move fast and pivot when necessary to achieve our goals. Applicant Note: StyleSeat is a fully remote, distributed workforce, however, we only have business entities established in the below list of states and, thus are unable to consider candidates who live in states not on this list for the time being. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Alabama Arizona California Colorado Florida Georgia Illinois Indiana Maryland Massachusetts Michigan Nebraska New Jersey New York Ohio Oregon Pennsylvania Virginia Washington Please note: We do not accept resumes from recruiters or third-party agencies. We are only considering direct applications from candidates.

Posted 6 days ago

Senior Commercial Portfolio Manager - Equipment Finance-logo
Senior Commercial Portfolio Manager - Equipment Finance
Huntington Bancshares IncCharlotte, NC
Description Summary: The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit within established guidelines. In addition, this role analyzes financial statements and completes ratio and trend analysis to determine customer financing eligibility. Duties & Responsibilities: Underwrite high quality credit narratives in support of new and existing loans. Review and analyze applications, financials statements, credit reports, etc. Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios from financial information. Understand cash flow from operations, which includes identifying recurring and non-recurring sources. Research industry trends and risks. Perform collateral analysis including accounts receivable, inventory, real estate and investments. Run credit reports and gather/analyze KYC information. Work with other areas to monitor delinquency, delinquency trends and repossession activity. Prepare written recommendation as to whether the proposed loan should be approved as presented and provide alternate loan structure recommendations. Provide leadership and guidance to less experienced analysts, coach and mentor as appropriate. Lead special projects as needed. Perform other duties as assigned. Basic Qualifications: Bachelor's degree in accounting, finance, business, or related field 5+ years of experience in commercial credit underwriting Preferred Qualifications: Demonstrated success structuring and underwriting commercial credit Proficiency using Microsoft Word and Excel Strong written and verbal communication Strong customer service orientation Established professional network High level of professionalism #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Applications Accepted Through: 06/18/2025 Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled. 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: $70,000 - $154,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 2 weeks ago

Finance Manager-logo
Finance Manager
Genuine Parts CompanyAtlanta, GA
Seeking to fill a Finance Manager role to support GPC IT organization. In this role, the individual will be responsible for IT Allocation computation and documentation, assisting and validating IT business cases, month-end consolidation and reporting, monthly forecast, annual budget process, and ad-hoc requests. In addition to a strong understanding of financial statements, GAAP, and software capitalization, the candidate must possess highly effective communication and interpersonal skills as this role requires interacting with numerous IT organization teams. Key Duties: Own IT allocation calculation and show back documentation to all SBU receiving IT allocation Own the budgeting process, monthly forecast, and monthly variances reporting Assist IT with business cases and create and update reporting on business case operating and capital expenses. Own month-end close: prepare accrual and re-class journal entries for Opex and Capex. Analyze monthly actuals against forecast, budget, and prior year, and research for drivers behind the variances. Support annual budget planning, monthly forecasting, and long-range planning. Assist with annual benchmark analysis on IT spending across North American Automotive/Industrial and Global Automotive/Industrial IT functions. Prepare monthly reports for P&L financial reviews with budget owners and their VPs. Support with business case analysis following a project close-out to ensure Business benefits have been achieved. Provide ad-hoc reports and models for the purpose of allowing management to make data-driven decisions. Requirements: Education & Experience Bachelor's degree from an accredited college or university with a major in Business, Finance, Economics, or a related quantitative field. 7+ years of relevant experience in corporate finance or financial planning & analysis. 3-5 years of experience working with IT functions within an organization preferred. Attention to accuracy and detail required. Experience with Peoplesoft, TM1/Planning & Analytics, Oracle BI is highly desired. Experience with Microsoft Excel, PowerPoint, and Word are highly desired. Preferred: MBA or relevant graduate degree Must be legally authorized to work in the U.S without sponsorship for employment visa status (e.g., H1B status). Not the right fit? Let us know you're interested in a future opportunity by joining our Talent Community on jobs.genpt.com or create an account to set up email alerts as new job postings become available that meet your interest! GPC conducts its business without regard to sex, race, creed, color, religion, marital status, national origin, citizenship status, age, pregnancy, sexual orientation, gender identity or expression, genetic information, disability, military status, status as a veteran, or any other protected characteristic. GPC's policy is to recruit, hire, train, promote, assign, transfer and terminate employees based on their own ability, achievement, experience and conduct and other legitimate business reasons.

Posted 30+ days ago

Benefit Administration Analyst - Sharp Health Plan Finance - Sharp Tech Way - Day Shift - Full Time-logo
Benefit Administration Analyst - Sharp Health Plan Finance - Sharp Tech Way - Day Shift - Full Time
Sharp HealthplanSan Diego, CA
Hours: Shift Start Time: 8 AM Shift End Time: 5 PM AWS Hours Requirement: 8/40 - 8 Hour Shift Additional Shift Information: Start time can vary. Weekend Requirements: As Needed On-Call Required: No Hourly Pay Range (Minimum- Midpoint- Maximum): $38.440 - $49.610 - $60.770 The stated pay scale reflects the range that Sharp reasonably expects to pay for this position. The actual pay rate and pay grade for this position will be dependent on a variety of factors, including an applicant's years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and employer business practices. What You Will Do Working under the direction of the Manager of Benefits Administration, the Benefits Administration Analyst provides operational support to ensure benefit plans are designed appropriately and consistently and performance guarantees, service level agreements and operational goals are met. Ensures benefit information is clear, accurate, consistent, and delivered timely to internal and external partners. This individual will serve as a subject matter expert on benefits and provide support for translating plan designs and policies (i.e., Certificates of Coverage) into detailed business requirements, ensuring benefits are implemented accurately and timely, investigating and responding to internal and external benefit inquiries, and supporting claims testing activities. Required Qualifications 3 Years in HMO or Health Insurance Management. Experience working collaboratively across multiple functional areas (e.g., operations, configuration, clinical, IT, plan design) and fostering teamwork. Preferred Qualifications 2 Years experience in a health insurance product implementation, benefit/coverage policy development, benefit configuration, or claims role. Other Qualification Requirements Bachelor's degree in business, health services or related; or 4 years of relevant experience may substitute for degree.- Required Essential Functions Leadership Display professionalism and teamwork in promoting the Mission, Goals and Objectives of Sharp Health Plan. Demonstrates content expertise regarding benefits administration and business operations and receives satisfactory customer feedback. Identifies client expectations and priorities through effective communication and interaction. Resolves conflicts with client expectations and department priorities under the guidance of the manager or designee. Proposes and implements creative solutions to problems. Participates in the interactions with clients to ensure understanding, agreement and attainment of project goals. Participates in training with other departments as requested. Benefit Development Translate plan design strategy and policies (i.e., Certificates of Coverage) into detailed requirements for benefit configuration. Develops and documents workflows, systems requirements, process analysis and testing (including reasonableness checks) provide efficient, cost-effective solutions as directed. Serve as the lead on claims testing and quality assurance activities and assisting in defect resolution. Assists in identifying impact of solutions on existing and future systems. May perform operational activities. Identifies reporting needs based on system programming and workflows and documents reporting requirements and testing of new reporting development prior to implementation to Production. Benefit Management Partner with Product Development, operational, clinical, and configuration teams to achieve benefit design solutions that align with plan design strategy and business requirements. Develop and document policies and relevant background information for other departments to better understand plan designs and benefit intent as directed. Assist with plans and benefits hand-offs to internal and external partners; develop and manage change control processes as directed. Provide subject matter expertise to address escalated benefit inquiries and complex benefit-related issues. Assist in Identifying opportunities to improve processes and build best practices for efficient and effective translation of product strategy/plan designs into configuration requirements leveraging new system capabilities or the integration of data/other applications into existing systems. Assist in creating and maintaining the necessary functionality in the benefit landscape, and workflows. Conducts root cause analysis, gathering data to pinpoint problem areas on which to focus. Recommends and implements solutions and evaluates results and implements controls to monitor consistent use of the solution as required. Communication Identifies key stakeholders who are internal and external. Includes various stakeholder roles, for example, process owner, approver, resource, team member, or interested party. Uses a variety of written and oral communication tools and techniques that are appropriate for the message and the audience. For each stakeholder, the goal is that they receive the communication they want, and that it is delivered when and how they want to receive it. Develops and achieves consensus on communication plans. Evaluates communication plans and refines processes for improvement. Works closely with management to provide education and otherwise facilitate the resolution of problems. Works with client leadership in obtaining input on projects and enhancements. Coordinates interactions with key vendors. Proactively communicates completion dates. Communicates in a timely fashion both to the requestor and management when project schedules may not be met. Ensures adequate communication of operational issues. Shares ideas and information with others who might find them useful Data Validation Performs the technical and administrative functions to assist the Benefit Administration team in benefit configuration validation projects to support benefit updates, major system enhancements, or release updates. Supports data validation activities when deploying changes to a large number of clients. Assists in design of data validation processes to ensure data checks fall within an acceptable range to ensure compliance standards are met. Activities should automate data validation, improve quality, and reduce costs. Internal and External Customer Service Interface with Health Plans, Providers, Members, Medical Groups and Internal Sharp Health Plan departments to resolve issues in a professional manner that maintains consistently positive relationships. Demonstrates a positive, professional and contributory posture in all matters requiring interface with customers, both internal and external. Audits Coordinates responses to both external and internal audits. Assists to ensure workflows support compliance and identify and recommend when audit protocols need to be refreshed to more accurately capture day-to-day procedures. Assist with evaluation of audit findings and works to implement new processes to bring Benefit Administration into compliance. Knowledge, Skills, and Abilities Knowledge of health insurance or HMO operations with emphasis in the development or application of benefit interpretation guidelines, coverage policies, and/or reimbursement policies. Excellent working knowledge of medical terminology, CPT, HCPCS, RBRVS codes, and payor specific utilization and their modification and use. Federal and State regulations as related to benefit and claims adjudication. Adept at being an initiator of positive change to support the Mission, Values, and Goals of Sharp Health Plan. Ability to use data and analytical thinking to make fact-based decisions and/or recommendations. Solid problem-solving skills and ability to derive structure and clarity from ambiguous or open-ended inputs. Able to collaborate cross-functionally and enjoy deriving structure and clarity from ambiguous and complex inputs. Sharp HealthCare is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability or any other protected class

Posted 30+ days ago

Senior Commercial Portfolio Manager - Equipment Finance-logo
Senior Commercial Portfolio Manager - Equipment Finance
Huntington Bancshares IncDetroit, MI
Description Summary: The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit within established guidelines. In addition, this role analyzes financial statements and completes ratio and trend analysis to determine customer financing eligibility. Duties & Responsibilities: Underwrite high quality credit narratives in support of new and existing loans. Review and analyze applications, financials statements, credit reports, etc. Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios from financial information. Understand cash flow from operations, which includes identifying recurring and non-recurring sources. Research industry trends and risks. Perform collateral analysis including accounts receivable, inventory, real estate and investments. Run credit reports and gather/analyze KYC information. Work with other areas to monitor delinquency, delinquency trends and repossession activity. Prepare written recommendation as to whether the proposed loan should be approved as presented and provide alternate loan structure recommendations. Provide leadership and guidance to less experienced analysts, coach and mentor as appropriate. Lead special projects as needed. Perform other duties as assigned. Basic Qualifications: Bachelor's degree in accounting, finance, business, or related field 5+ years of experience in commercial credit underwriting Preferred Qualifications: Demonstrated success structuring and underwriting commercial credit Proficiency using Microsoft Word and Excel Strong written and verbal communication Strong customer service orientation Established professional network High level of professionalism #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Applications Accepted Through: 06/18/2025 Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled. 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: $70,000 - $154,000 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

EPM Oracle Finance Consultant, Sr. Manager-logo
EPM Oracle Finance Consultant, Sr. Manager
PwCMiami, FL
Industry/Sector Not Applicable Specialism Finance Management Level Senior Manager Job Description & Summary A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Demonstrates intimate abilities and/or a proven record of success as a team leader, leading practices in the following areas: Month End Consolidation, SEC and Statutory Reporting; Financial Master Data Management; and, Account Reconciliations. Demonstrates intimate abilities and/or a proven record of success as a team leader, leading technical implementation of EPM (Enterprise Performance Management) tools: Oracle Cloud EPM; Hyperion Planning & HFM (Hyperion Financial Management) Oracle EPBCS Enterprise Planning and Budgeting Cloud Service; FCCS - Financial Consolidation & Close Cloud Services; EDMCS - Enterprise Data Management Cloud Services; ARCS - Account Reconciliation Cloud Services; PCMCS - Profitability and Cost Management Cloud Services; and, Narrative Reporting (EPRCS) - Oracle Enterprise Performance Reporting Cloud Service Demonstrates intimate abilities and/or a proven record of success as a team leader, leading technical development of: General Oracle EPM configuration; Business Rule / Calculation Development; Data Integration, EPM automate, EPM Integration Agent; Master Data Management; User Security Configuration and Management; and, Report Development. Demonstrates intimate-level abilities and/or a proven record of success managing efforts with identifying and addressing client needs: building relationships with clients; developing an awareness of Firm services; communicating with the client in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and communicating potential conflicts to a supervisor. Demonstrates knowledge and exposure of the common issues facing clients in their industry. Demonstrates intimate-level abilities and/or a proven record of success managing efforts with identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Demonstrates intimate abilities and/or a proven record of success as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Demonstrates intimate abilities and/or a proven record of success as a team leader working with cloud based collaboration and project management tools. Demonstrates highly efficient and effective communication through MS Office (Word, Excel, PowerPoint). Travel Requirements Up to 60% Job Posting End Date October 3, 2025 Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 6 days ago

Oracle Cloud Finance Consultant - Senior Manager-logo
Oracle Cloud Finance Consultant - Senior Manager
PwCSaint Louis, MO
Industry/Sector CM X-Sector Specialism Oracle Management Level Senior Manager Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following: Successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts; Intimate functional and technical knowledge and understanding of the Oracle Cloud product suite; and, Intimate business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc. Demonstrates proven intimate abilities with managing Oracle Cloud product suite leading on-shore and off-shore resources, especially with the following: Designing, implementing and supporting complex business processes in an Oracle environment; Understanding the importance of a structured, controlled production systems environment; and, Developing strategy; as well as writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management. Demonstrates intimate abilities and/or a proven record of success as a team leader by: Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner. Keeping leadership informed of progress and issues. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $130,000 - $256,000, 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, Sr. Manager-logo
Managed Services - Finance & Accounting, Sr. Manager
PwCHouston, TX
Industry/Sector Not Applicable Specialism Managed Services Management Level Senior 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. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model 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 PwC's Finance Managed Services team you will deliver recurring outsourced finance operations for multiple clients. As a Senior Manager you will lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a significant level to drive project success. This role offers the opportunity to grow in operational leadership, financial governance, and cross-functional team management within a dynamic, service-based environment. Responsibilities Engage with clients to drive project success and satisfaction Manage and mentor cross-functional teams to boost performance Foster collaboration with client stakeholders to meet service expectations Utilize analytical skills to identify and address operational challenges Promote a culture of continuous improvement and accountability What You Must Have Bachelor's Degree 7 years of experience with a minimum of 3 years in Finance BPO or Managed Services What Sets You Apart Master's Degree in Accounting, Finance, or Business Administration/Management preferred Hands-on experience with ERP platforms such as SAP, Oracle, NetSuite, or Workday Demonstrating analytical and problem-solving skills in financial process optimization Utilizing automation and dashboarding tools for operational performance management Managing remote and offshore delivery teams with a collaborative style Supporting commercial objectives like utilization, margin, and revenue forecasting Excelling in communication and stakeholder management with mid- to senior-level clients Mentoring and coaching team leads and associates within the managed services model Promoting innovation through the use of automation tools and financial systems Demonstrated experience leading service delivery teams in a shared services or outsourced model Familiarity with SLA-based delivery and performance monitoring frameworks 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: $103,500 - $233,000, 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 5 days ago

Automotive Finance Manager-logo
Automotive Finance Manager
Ed Napleton Automotive GroupLake Park, FL
The Ed Napleton Automotive Group is looking for our next Automotive Finance Manager. This is an exciting opportunity in a growing, fast-paced industry. Located at North Palm Hyundai, the Automotive Finance Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. With your background in automotive sales or finance, you'll find the right finance and insurance products for every customer, no matter what their situation. Take advantage of this rare opportunity to join one of the country's largest and most successful automotive dealership groups and Apply Today! The Ed Napleton Automotive Group is affiliated with over 25 brands of new vehicles and 50+ dealerships throughout seven states. Our strength comes from the more than 3,500 employees nationwide. We are currently the tenth largest automotive group in the country, providing incredible growth opportunity. What We Offer: Aggressive compensation plans Family Owned and Operated - 90+ years in business! Medical, Dental, and Vision Insurance 401K and additional benefits Accrued Vacation Time Paid Training Discounts on products, services, and vehicles Job Responsibilities: Welcome customers to the store and transition them from Sales to Finance during their vehicle purchase process Work directly with our employees and customers to develop relationships Determine customer financing needs and payment options based on a consultative interview process Present a fully transparent pricing menu to customers detailing their financing options and products Process finance transactions and ensure 100% compliance with all state and federal laws and regulations Follow up with customers to ensure satisfaction Build rapport with customers to create a base of referrals Set and achieve targeted sales goals Gain superior product knowledge to effectively help customers Ensure that all administrative processes are handled in a timely fashion and in compliance with company policy Provide an exceptional customer experience to drive loyalty Job Requirements: High school diploma or equivalent Proven ability to provide an exceptional customer experience Ability to set and achieve targeted goals Highly detail-oriented and organized Prior Automotive Sales or F & I experience preferred Demonstrated communication, consultative, interpersonal, and organizational skills Experience and desire to work with technology Valid in-state driver's license and an acceptable, safe driving record 18+ years of age or older to comply with the company driving policy We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Posted 1 week ago

Solution Architect, Finance Tech-logo
Solution Architect, Finance Tech
MassMutual Financial GroupBoston, MA
The Opportunity Join our dynamic team as an experienced Solution Architect on our Corporate Technology - Finance Technology Team, where you'll play a pivotal role in driving the execution of our technology strategy. As a key member of the team, you will lead the design and implementation of advanced technology solutions within our Finance Technology domain, with a deep specialization in Financial Planning & Analysis (FP&A) and Actuarial functions. This role is critical in shaping the digital finance landscape, driving data-driven decision-making, enabling financial forecasting, and integrating actuarial models. You will work closely with executive leadership, stakeholders, and project teams to ensure the timely and efficient delivery of key programs. If you're passionate about making a meaningful impact and thrive in a fast-paced, collaborative environment, we invite you to be part of our journey towards excellence. The Team You'll be an integral part of our esteemed Corporate Technology Team, focused on Finance Technology. Our team operates on a global scale, driving innovation and excellence across diverse areas of expertise. As a Solution Architect, you'll play a pivotal role in high impact Corporate Technology Finance Initiatives, ensuring alignment with organizational objectives and driving impactful outcomes. This position offers the opportunity to collaborate closely with our Corporate Technology leadership team and our stakeholders. Our team thrives on collaboration, innovation, and a shared commitment to excellence. Together, we're shaping the future of technology within our organization and making a lasting impact on a global scale. Join us and be part of a dynamic team where your contributions will be valued and your potential unleashed. The Impact: Architecture Design: Lead the design of scalable, secure, and high-performance solutions tailored to FP&A and actuarial needs, ensuring alignment with business goals and enterprise standards. Strategic Planning: Partner with finance leaders to translate business objectives into technology capabilities and long-term architectural roadmaps. Platform Expertise: Provide architectural oversight and technical leadership for FP&A tools e.g., Anaplan, Oracle Hyperion, SAP BPC, Workday, Adaptive, and actuarial modeling systems e.g., Prophet, GGY AXIS, MoSes. Integration Leadership: Define integration strategies for connecting actuarial models, ERP systems, BI tools, and forecasting platforms. Data Architecture: Collaborate with data teams to ensure robust data models, governance, lineage, and availability for financial and actuarial analysis. Risk & Compliance: Ensure all solutions meet regulatory, actuarial, and internal audit requirements. Innovation & Best Practices: Stay ahead of emerging trends in financial analytics, machine learning in actuarial science, and cloud-native finance platforms. Mentoring & Leadership: Guide and mentor junior architects, solution designers, and developers; lead cross-functional technical working groups. The Minimum Qualifications Bachelor's degree in Actuarial Science, Computer Science, Engineering, Information Systems, or related technical field 8+ years in technology roles, with at least 5 years in solution architecture, including deep exposure to FP&A and actuarial functions with combination of below: FP&A Platforms: Anaplan, Oracle EPM/Hyperion, SAP BPC, or Workday Adaptive Actuarial Software: Prophet, AXIS, MoSes, or similar ERP Systems: SAP, Oracle, or Workday Data & Integration: SQL, Python, APIs, ETL tools, or Azure/AWS/GCP BI/Reporting: Power BI, Tableau, or similar The Ideal Qualifications Masters Degree in Finance, Actuarial Science, Computer Science, Information Systems, or related field Understanding of various programming languages and frameworks to design and implement solutions Experience in creating financial models to forecast and analyze performance Cloud Computing: Knowledge of cloud platforms e.g., AWS, Azure, GCP and their application in finance, including cloud-based financial systems and data storage, is increasingly important. Integration & APIs: Understanding of integration technologies and APIs to connect different financial systems and data sources is necessary for creating a seamless financial technology ecosystem. Cybersecurity & Data Security: Awareness of cybersecurity threats and best practices for protecting financial data, Emerging Technologies in Finance: Familiarity with emerging technologies in finance e.g., AI/ML, blockchain, RPA and their potential applications is crucial for driving innovation. Exceptional leadership, communication, and interpersonal skills. Strong analytical and problem-solving abilities. Ability to influence and motivate teams without direct authority. Excellent time management and organizational skills, with the ability to prioritize multiple initiatives. #LI-SC1 Salary Range: $144,800.00-$190,000.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Posted 6 days ago

EPM Oracle Finance Consultant, Sr. Manager-logo
EPM Oracle Finance Consultant, Sr. Manager
PwCGrand Rapids, MI
Industry/Sector Not Applicable Specialism Finance Management Level Senior Manager Job Description & Summary A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better decisions and actions. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Demonstrates intimate abilities and/or a proven record of success as a team leader, leading practices in the following areas: Month End Consolidation, SEC and Statutory Reporting; Financial Master Data Management; and, Account Reconciliations. Demonstrates intimate abilities and/or a proven record of success as a team leader, leading technical implementation of EPM (Enterprise Performance Management) tools: Oracle Cloud EPM; Hyperion Planning & HFM (Hyperion Financial Management) Oracle EPBCS Enterprise Planning and Budgeting Cloud Service; FCCS - Financial Consolidation & Close Cloud Services; EDMCS - Enterprise Data Management Cloud Services; ARCS - Account Reconciliation Cloud Services; PCMCS - Profitability and Cost Management Cloud Services; and, Narrative Reporting (EPRCS) - Oracle Enterprise Performance Reporting Cloud Service Demonstrates intimate abilities and/or a proven record of success as a team leader, leading technical development of: General Oracle EPM configuration; Business Rule / Calculation Development; Data Integration, EPM automate, EPM Integration Agent; Master Data Management; User Security Configuration and Management; and, Report Development. Demonstrates intimate-level abilities and/or a proven record of success managing efforts with identifying and addressing client needs: building relationships with clients; developing an awareness of Firm services; communicating with the client in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and communicating potential conflicts to a supervisor. Demonstrates knowledge and exposure of the common issues facing clients in their industry. Demonstrates intimate-level abilities and/or a proven record of success managing efforts with identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Demonstrates intimate abilities and/or a proven record of success as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Demonstrates intimate abilities and/or a proven record of success as a team leader working with cloud based collaboration and project management tools. Demonstrates highly efficient and effective communication through MS Office (Word, Excel, PowerPoint). Travel Requirements Up to 60% Job Posting End Date October 3, 2025 Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 6 days ago

US Bank logo
Environmental Finance - Asset Manager
US BankSan Francisco, CA
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Job Description

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

Job Description

USBIF is currently seeking a candidate to join our growing team of environmental finance professionals as an Asset Manager (AM). The AM's responsibilities include identifying and mitigating risk, managing the overall customer relationship, and underwriting and executing amendments and modifications for portfolio of complex renewable energy tax equity investments and related products (predominantly solar, wind, and battery storage systems).

Job Responsibilities

  • Monitor project construction and development milestones, analyze project performance, and continually monitor risk profile of investments in compliance with all applicable banking regulatory requirements and internal procedures.

  • Through the project financing stage, work with external partners, review due diligence for fundings, prepare funding packages, ensure project milestones are reached, and prepare monthly forecasting of equity fundings and credit delivery, and quarterly priority return collection, ensuring delivery of all projected investment benefits.

  • Review complex legal documents pertaining to structured credit arrangements; works with counsel and business partners to negotiate and mitigate risks on behalf of USBIF.

  • Timely and thoroughly review all due diligence documentation (including financial projections and third-party reports) with attention to detail, proactively identifying issues to be addressed.

  • Review and analyze financial models and be able to identify and address underwriting, cash flow, and accounting risks.

  • Prepare high-quality underwriting packages in support of post-closing deal amendments, modifications, or restructures, describing the strengths, weaknesses, risks, and mitigating factors related to a transaction.

  • Manage through project issues that may arise and provide value-added solutions, proactively identifying uncertainties and grey-area situations to take well-reasoned and well-mitigated risk. Articulate the Bank's position to customers, and advocate on behalf of Sponsors with Credit and management.

  • Provide a high level of customer service through clear communication, managing internal and external customer expectations, and meeting commitments.

  • Coordinate with a variety of internal and external parties to facilitate management of investments.

  • Engage in the virtual team experience by active engagement in team meetings, trainings, and activities. Enhance the learning experience of other team members, and contribute to a collegial, collaborative team environment.

Basic Qualifications

  • Typically Bachelor's degree, or equivalent work experience
  • Typically five or more years of related experience

Preferred Skills/Experience

  • Proven credit management, underwriting and financial analysis skills, including cash flow analysis experience with complex, structured transactions, due diligence proficiency and detail orientation.

  • Knowledge of financial modeling techniques and analysis of proforma financial statements.

  • Comprehension of complex deal structure mechanics.

  • Knowledge of critical aspects of renewable energy project management, including equipment and performance review as well as a baseline understanding of U.S. energy markets including regulatory structures, physical and synthetic forms of power agreements and derivative instruments.

  • Ability to review and synthesize a large quantity of deal related documentation and materials, including third party reports, loan/investment documents, and other legal documents. Able to identify key issues and concerns, manage timelines, and problem solve using creativity and innovation.

  • Familiarity with standard banking processes and procedures, including managing to credit policies and procedures and navigating credit approval processes.

  • Excellent time management skills with the ability to effectively manage internal and client timelines and needs. Ability to identify obstacles and manage expectations.

  • Effective listener and strong communication skills, both oral and written.

  • Highly motivated self-starter who has a keen attention to detail, growth mindset, and ability to be comfortable in periods of unpredictability.

  • Ability to work independently as well as collaboratively in a team environment.

  • Demonstrated interest in promoting diversity in the workplace and a commitment to maximizing equitable access to the benefits of renewable energy.

Tag: INDMO

Location Expectations

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

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

Benefits:

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

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

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

  • Up to 11 paid holiday opportunities

  • Adoption assistance

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

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

E-Verify

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

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 - $127,050.00

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

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

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