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Automotive Finance Manager-logo
Automotive Finance Manager
United Auto GroupSan Jose, California
Come work for the best! If you are interested in a career in the automotive business we welcome you to apply today to join our family at United Auto Group. We welcome you to apply for a position where you can contribute to our goal of providing an extraordinary automotive experience to all of our clients. We set each member up for success by providing comprehensive, highly-specialized training for each position within our organization, complete with on-the-job training and ongoing personal development. Responsibilities Provide recommendations and assistance to customers in order to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience Ensure sales are structured to produce the highest profitability Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensure every deal is fully aligned with local, state and federal guidelines Prepares paperwork, contracts and delivers deals Accurately audit team deals Post-Sale and deeply analyze for improvements Guarantee the expeditious funding of all contracts Qualifications Eagerness to improve College degree preferred or equivalent experience Knowledge of dealership finance and insurance procedures Proficient at structuring deals for maximum profitability Well-versed in title laws and registration process Professional personal appearance and extraordinary verbal/written communication skills Expertise in negotiation and presentation skills Valid driver’s license 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 2 days ago

F&I Finance & Insurance Manager-logo
F&I Finance & Insurance Manager
McSweeney Auto GroupCentral, Alabama
Job Summary McSweeney Auto Group is looking for an F&I (Finance and Insurance) Manager to join our growing team! The right candidate will have a deep knowledge of dealership finance and insurance procedures and the ability to assist customers and close deals on additional product offerings. Benefits Very Competitive Pay Health Dental Vision Life Insurance 401K Vacation and PTO Holiday Pay Family Owned Responsibilities Provide recommendations and assistance to customers in order to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience Ensure sales are structured to produce the highest profitability Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensure every deal is fully aligned with local, state and federal guidelines Prepares paperwork, contracts and delivers deals Accurately audit team deals Post-Sale and deeply analyze for improvements Guarantee the expeditious funding of all contracts Qualifications Eagerness to improve College degree preferred or equivalent experience Knowledge of dealership finance and insurance procedures Proficient at structuring deals for maximum profitability Well-versed in title laws and registration process Professional personal appearance and extraordinary verbal/written communication skills Expertise in negotiation and presentation skills Valid driver’s license EEOC Statement 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 2 days ago

Senior Accountant, Finance-logo
Senior Accountant, Finance
FiscalNoteWashington, DC
About the Position We are looking for a highly skilled and detail-oriented Senior Accountant to join our Corporate Accounting team within our Finance function at FiscalNote headquartered in Washington, DC. In this role, you will be integral to the month-end accounting close process, technical accounting areas, and assisting with preparing disclosures for our quarterly financial statements. We are looking for someone to be a pivotal team member in our Corporate Accounting team who is motivated to performing excellent work, finding efficiencies, and being an active and positive contributor. This role offers an excellent opportunity to partner cross-functionally with various teams including FP&A, Operations, and Legal while also engaging with external and internal auditors. The ideal candidate is a self-starter who thrives in a fast-paced, high-growth environment and demonstrates strong analytical thinking, attention to detail, and a passion for continuous improvement. You will also contribute to our accounting operations by supporting our public company reporting responsibilities and being heavily involved in complex accounting areas such as, but not limited to, revenue recognition, capitalized software, and deferred commissions. This is a great opportunity for someone eager to build a robust foundation in corporate accounting and make an impact in a high-visibility role that drives process optimization, operational efficiency, and financial accuracy. About the Finance Team FiscalNote is the leading AI-driven enterprise SaaS technology provider of policy and global intelligence. Our Finance team plays a mission-critical role in driving the company’s growth and ensuring transparency in its financial reporting. The team is responsible for maintaining accurate accounting records, preparing quarterly financial statements in accordance with US GAAP, and adhering to public company SEC compliance requirements. The Corporate Accounting team within Finance focuses on maintaining rigorous financial controls and applying deep technical accounting expertise to support the organization’s business strategy. Whether it’s closing the books, performing variance analysis, or driving operational accounting efficiencies, the team combines precision, agility, and collaboration to support decision-making at the highest levels of the organization. About You You are a confident and collaborative accounting professional who is energized by problem-solving and excels in an environment that values adaptability, speed, and accuracy. Your strong foundation in accounting principles, attention to detail, and ability to work across teams position you to take ownership of complex processes and deliver high-quality accounting work. You are comfortable juggling multiple priorities, communicating technical concepts clearly to both financial and non-financial stakeholders, and applying sound judgment in areas such as revenue recognition and expense classification. You are excited about joining a team that values continuous improvement and contributes directly to the financial reporting of a publicly traded company. You thrive in ambiguity, embrace new challenges with enthusiasm, and bring a solutions-oriented mindset to every task. The compensation for this position would be $95,000 - 112,500 annually. #LI-HR1 What To Expect In This Position Prepare and review journal entries as part of the month-end accounting close process. Prepare and review balance sheet reconciliations as part of the month-end accounting close process to ensure financial results of operations are accurate and in conformance with US GAAP. Assist in various technical accounting areas, including revenue recognition (ASC 606), capitalization of software development costs, deferred costs to obtain, and significant transactions as they may arise. Prepare disclosure schedules and support for annual and quarterly financial statements. Serve as a key liaison with internal and external auditors during the audit process by responding to PBC (Prepared By Client) requests and providing control documentation. Assist with ad hoc accounting projects, significant transactions, and process automation initiatives, as needed. Assist in identifying and implementing improvements in financial controls and accounting processes to enhance accuracy, timeliness, and efficiency. Assist in analyzing and reviewing monthly financial results. Review account classifications, accruals, and adjusting entries to ensure appropriate accounting treatment. What Sets You Apart Bachelor’s degree in Accounting from accredited program 2-3 Years Experience CPA or CPA eligible strongly preferred Public accounting experience is strongly preferred Strong technical skills including advanced proficiency in Microsoft Excel Excellent communication skills Ability to organize, multitask and manage time. Attention to detail. Exposure to accounting processes, client servicing, etc.

Posted today

Patient Finance Coordinator-logo
Patient Finance Coordinator
Community Dental PartnersSaginaw, TX
Financial Advisor/Treatment Coordinator Reports to:  Practice Manager Key Partnerships:  Billing, Clinical, Operations Department:  Operations Salary:  $14-17/hr (based on experience) Classification:  Non-Exempt Status:  Full Time About this role:   If you are team-oriented and looking for an opportunity to assist patients in our community, by providing a beautiful smile. Come join our team! you would work very closely with the dentist. You would take a big role and help patients understand the dental care that they need for their oral health. In this role, you will assist patients by providing options that most dental offices don't offer! if you enjoy high paced high-energy environments, you will enjoy this job!  Job Responsibilities:  The Financial Advisor must understand and comprehend all of the day-to-day duties of front office staff. Being able to have a clinical conversation with the patient(s) about the excessive treatment. Accurately prepare the consent forms and get parental approval before treatment begins. Explain insurance benefits and limitations, out of pocket expenses and financing options with the patient and/or parent(s) after the exam. Collect fees per patient's insurance or visit. In this role, you will help the office manager send claims, codes Must be able to understand pre-authorizations, narratives, and sending PA and intraoral pictures. Provides support to the Greeter and Insurance Specialist. Clean/maintain front office area/lobby Perform other duties as assigned Basic Qualifications: Education: High School graduate or equivalent Written and verbal communication skills. Customer service Multitasking and prioritizing. Dependability. Problem-solving. Ability to work under pressure. Attention to detail Ability to work as a team player Key Skills and Abilities, Characteristics of a good fit:  Knowledge of computer software applications. Effective oral and written communication skills. Ability to communicate effectively with patients and co-workers. Ability to adhere to safety policies and procedures. Ability to use good judgment and maintain the confidentiality of information  Strong written and verbal communication skills Ability to work with minimal supervision, self-starter, and demonstrates initiative Flexible and innovative; highly adaptable to the dynamic business environment High engagement; supportive of leadership and role model for company values and guiding behaviors Strong demonstration of task completion and dedication to detail  Amazing customer service skills, great at building relationships with new people Benefits: 401(k) Health (PPO/HSA), Vision, Dental, Disability insurance (STD/LTD)  Accident Insurance Life Insurance  Employee, Spouse, and Child Life Insurance Options Paid Time Off  Holiday Pay Hep B and CPR Certifications Company provided Polos Career Growth Opportunities Company provided online learning courses Competitive Compensation Paid training Employee fun days Holiday celebrations Employee Assistance Program (EAP) Perks @ Work, Employee Discount Program Employee, Spouse, and Child Life Insurance Options Accident Insurance Schedule and Location: Family Smiles Burleson Monday-Saturday CDP is an Equal Opportunity Employer Community Dental Partners is an Equal Opportunity and Affirmative Action Employer. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law

Posted 6 days ago

Finance Manager-logo
Finance Manager
US BankMinneapolis, MN
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 The Finance Manager in U.S. Bank's Payments: Consumer & Small Business (PCS) division performs a variety of highly visible activities that directly contribute to the bottom line. Examples include financial analyses related to consumer and small business credit and debit card portfolios business performance, budgets, forecasting, allocation of expenses, ad hoc / custom analysis, business case development, peer group analysis and internal consulting for all levels of management. Develops and maintains spreadsheets and statistical models for financial analysis. Prepares a variety of management presentations. Researches and resolves problems and errors in data from financial reporting systems. Collaborates and partners with other team members in Finance as well as the Business Line. Supports SOX, audit and compliance requirements, controls and tools. Financial and statistical data developed is used by management in policy setting and decision making. The Finance Manager will be an expert in financial modeling with strong interpersonal, communication and presentation skills, working across all levels of the organization and across a number of U.S. Bank departments both within and external to the PCS business unit. Location Expectations The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week. Basic Qualifications Bachelor's degree, or equivalent work experience Typically five or more years of related experience Preferred Skills/Experience Five or more years of related experience in financial planning and analysis, preferably in a lending industry Demonstrated experience in NPV, IRR, DCF, CBA, Break Even, etc. and/or other financial profitability / modeling experience is strongly preferred Demonstrated experience running various excel-based models and performing ad hoc analysis is required Works independently to meet deadlines and deliverables Anticipates questions, recognizes the audience and understands what the objective is Operates in a fast-paced environment and can prioritize workstreams accordingly Has a high standard of quality and ownership of work products Expert in Microsoft Excel (advanced formulas/pivot tables), ability and extract data from a variety of databases and other sources Basic understanding of GAAP (general accounting principles) Well-developed mathematical and analytical skills Thorough knowledge in financial analysis, forecasting, and planning Ability to identify and resolve exceptions and to analyze data Strong technical skills related to data mining and visualization tools Knowledge of financial reporting/statements (P&L, Balance Sheet) Solid understanding of key drivers of Consumer Lending product economics Strong communication and presentation skills Familiarity with Essbase Master's degree preferred 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: $105,400.00 - $124,000.00 - $136,400.00 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 today

Director of Finance-logo
Director of Finance
Deep End Talent StrategiesZionsville, IN
JOB SUMMARY: The Financial Director will provide financial leadership to the library by directing and managing the financial, accounting, budget, grants, gifts, and special fund functions for the department, and ensuring efficient, accurate, and responsive operations. Services will include, but not be limited to, preparing and monitoring budgets, long and short-term fiscal planning, monitoring proper internal controls, submitting the Annual Financial Report on to Gateway, supervising the full-time bookkeeper, and oversight of system-wide fiscal management. The Director will be responsible for the facilities of both branches by directing the work of internal maintenance staff and external vendors to ensure the buildings are clean and welcoming for patrons, as well as safe and in good working condition. The Director will budget for preventative maintenance and make recommendations to the Executive Director and Board for capital improvements. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Financial Management and Accounting Oversees the income, expenses, and overall financial health of the Library. Reviews, monitors, and maintains all financial data in the accounting software, including: Issuing checks for accounts payable Posting journal entries for payroll Recording cash receipts Reconciles all bank statements and manages transfers between Library accounts. Maintains all financial records in compliance with Indiana State Board of Accounts regulations and audit standards. Prepares accurate and timely financial reports and statements for the Executive Director and Board of Trustees. Develops and monitors the annual budget in collaboration with the Executive Director. Provides financial projections and analysis to inform budgeting and strategic decisions. Prepares and files all required governmental and regulatory financial reports. Verifies outputs of payroll registers and tax reports for accuracy. Supervises the Bookkeeper and procurement functions. Develops procedures and ensures internal controls for financial operations. Ensures compliance with all applicable accounting standards, policies, and regulations. Prepares the Annual Financial Report (AFR) and submits through Gateway. Develops and implements a purchase order system for the Library. Works with the Library Leasing Corporation to provide annual financial documentation. Collaborates with the Board Treasurer to monitor and manage investment activities. Oversees all bond-related activities, including repayment, refunding, and new bond issuance, ensuring full compliance. Facilities Oversight Oversees the maintenance, safety, and functionality of Library buildings and grounds. Coordinates facility-related services and vendors, including contracts, inspections, and repairs. Develops and implements facility maintenance schedules and long-term capital improvement plans. Ensures compliance with safety codes, accessibility standards, and related regulations. Assists with facility-related budgeting and financial planning. NON-ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: Participates as a key member of the Library's management and administration team. Serves as a backup for payroll and benefits processes as needed Assists with various tasks supporting the successful operation of the Library. Attends Library Board of Trustees and committee meetings, providing relevant financial or operational reports. Participates in library committees and represents the Library at community events. The intent of this job description is to provide a representative summary of the major duties and responsibilities of the position. There may be other duties as assigned. EDUCATION, WORK EXPERIENCE REQUIREMENTS & PREFERENCES: Required: Bachelors in Accounting. Required: Minimum 8 years of relevant, professional experience working in a Finance field. Required: Competency with Windows-based computer systems and electronic bookkeeping programs. Preferred: Previous experience in payroll preparation and employee benefits. Preferred: Experience with fund accounting. Preferred: Public Library funding and/or record-keeping under Indiana rules, laws and regulations. Preferred: Experience using Blackbaud Financial Edge software Preferred: Experience the Department of Local Government Funds and Gateway Preferred: CPA PHYSICAL DEMANDS: Frequently: reading, writing, standing, sitting for long periods of time. Rarely: squatting, climbing, crawling, bending, pushing, pulling, and driving. The job candidate must be able to perform each essential function satisfactorily, either with or without a reasonable accommodation. WHAT WE OFFER 24 days of PTO 10 paid holidays & 1 floating holiday Medical, dental, vision, and life insurance Paid parental bonding leave Two retirement plan options - to help you plan for your future how you want Health Savings Account & Flexible Savings Account Employee Assistance Program Short Term & Long Term Disability

Posted 30+ days ago

Patient Finance Coordinator-logo
Patient Finance Coordinator
Community Dental PartnersKeller, TX
Financial Advisor/Treatment Coordinator Reports to:  Practice Manager Key Partnerships:  Billing, Clinical, Operations Department:  Operations Salary:  $14-17/hr (based on experience) Classification:  Non-Exempt Status:  Full Time About this role:   If you are team-oriented and looking for an opportunity to assist patients in our community, by providing a beautiful smile. Come join our team! you would work very closely with the dentist. You would take a big role and help patients understand the dental care that they need for their oral health. In this role, you will assist patients by providing options that most dental offices don't offer! if you enjoy high paced high-energy environments, you will enjoy this job!  Job Responsibilities:  The Financial Advisor must understand and comprehend all of the day-to-day duties of front office staff. Being able to have a clinical conversation with the patient(s) about the excessive treatment. Accurately prepare the consent forms and get parental approval before treatment begins. Explain insurance benefits and limitations, out of pocket expenses and financing options with the patient and/or parent(s) after the exam. Collect fees per patient's insurance or visit. In this role, you will help the office manager send claims, codes Must be able to understand pre-authorizations, narratives, and sending PA and intraoral pictures. Provides support to the Greeter and Insurance Specialist. Clean/maintain front office area/lobby Perform other duties as assigned Basic Qualifications: Education: High School graduate or equivalent Written and verbal communication skills. Customer service Multitasking and prioritizing. Dependability. Problem-solving. Ability to work under pressure. Attention to detail Ability to work as a team player Key Skills and Abilities, Characteristics of a good fit:  Knowledge of computer software applications. Effective oral and written communication skills. Ability to communicate effectively with patients and co-workers. Ability to adhere to safety policies and procedures. Ability to use good judgment and maintain the confidentiality of information  Strong written and verbal communication skills Ability to work with minimal supervision, self-starter, and demonstrates initiative Flexible and innovative; highly adaptable to the dynamic business environment High engagement; supportive of leadership and role model for company values and guiding behaviors Strong demonstration of task completion and dedication to detail  Amazing customer service skills, great at building relationships with new people Benefits: 401(k) Health (PPO/HSA), Vision, Dental, Disability insurance (STD/LTD)  Accident Insurance Life Insurance  Employee, Spouse, and Child Life Insurance Options Paid Time Off  Holiday Pay Hep B and CPR Certifications Company provided Polos Career Growth Opportunities Company provided online learning courses Competitive Compensation Paid training Employee fun days Holiday celebrations Employee Assistance Program (EAP) Perks @ Work, Employee Discount Program Employee, Spouse, and Child Life Insurance Options Accident Insurance Schedule and Location: Family Smiles Burleson Monday-Saturday CDP is an Equal Opportunity Employer Community Dental Partners is an Equal Opportunity and Affirmative Action Employer. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law

Posted 6 days ago

Senior Analyst, Strategic Finance & Data Analytics-logo
Senior Analyst, Strategic Finance & Data Analytics
KandjiMiami, FL
About Kandji Kandji is the Apple device management and security platform that empowers secure and productive global work. With Kandji, Apple devices transform themselves into enterprise-ready endpoints, with all the right apps, settings, and security systems in place. Through advanced automation and thoughtful experiences, we’re bringing much-needed harmony to the way IT, InfoSec, and Apple device users work today and tomorrow. Some of the smartest money in tech has partnered with Kandji to realize our vision, including Tiger Global, Felicis, Greycroft, First Round Capital, and Okta Ventures. In July 2024, Kandji raised $100 million in capital from General Catalyst, bringing Kandji’s valuation to $850 Million. Since Kandji’s Series C in 2021, the company has seen a 600%+ increase in annual recurring revenue, and its customer base has grown nearly 4X across 40+ industries. Notable customers include Allbirds, Canva, and Notion, and the company has partnerships with such industry giants as ServiceNow, AWS, and Okta. Kandji was also named to Forbes’ Next Billion Dollar Startup List 2023 and recognized as a top venture-backed startup with the potential to reach unicorn status. The Opportunity We are seeking a highly analytical, data-driven, and technically skilled Senior Analyst to join our dynamic Strategic Finance team, reporting directly to the Head of Strategic Finance. This role sits at the intersection of finance, data science, and technology—offering an exceptional opportunity to influence strategic decisions at a fast-growing SaaS company that values innovation, collaboration, and personal development. As a key contributor to both financial planning and data analytics, you will support high-impact initiatives, develop scalable financial models, and deliver actionable insights that shape our company’s growth strategy. You will work closely with senior executives, the Board, and investors while leveraging your advanced analytical toolkit—including SQL and data modeling—to turn complex datasets into clarity. Key Responsibilities: Financial Planning & Analysis Support: Own and enhance FP&A processes including forecasting, budgeting, long-range planning, and variance analysis. Ensure strategic decisions are driven by data through real-time visibility, enabled by integrating data pipelines and utilizing SQL. Financial Modeling: Develop and maintain advanced financial models in Adaptive Planning, leveraging SQL queries to assess business scenarios. Translate financial data and trends into actionable insights that guide growth. Reporting & Insights: Build and automate dashboards and recurring reports using BI tools like Omni, Hex, and Cashboard. Analyze SaaS metrics such as LTV, CAC, and gross margin to surface trends and guide executive decisions. Cross-functional Decision Support: Partner with Product, Sales, Marketing, and Ops to align financial strategy with business objectives. Deliver structured analysis and insights through clear storytelling and data visualization. Investor Relations Support: Contribute to investor and board materials by combining financial analysis with compelling data narratives. Provide timely, data-driven responses to strategic finance and investor questions. Qualifications: 4–7 years of experience in strategic finance, investment banking, financial engineering, or data analytics within a SaaS or high-growth environment Advanced SQL proficiency is required; comfort working with large datasets and writing complex queries Strong experience with Excel and Adaptive Planning; bonus for familiarity with Snowflake Experience with data visualization toolsExcellent communication skills, with the ability to explain technical findings to financial and non-technical audiences Bachelor’s degree in Finance, Economics, Computer Science, Financial Engineering, or a related field Benefits & Perks • Competitive salary • 100% individual and dependent medical + dental + vision coverage • 401(k) with a 4% company match • 20 days PTO • Kandji Wellness Week the first week in July • Equity for full-time employees • Up to 16 weeks of paid leave for new parents • Paid Family and Medical Leave • Modern Health - Mental Health Benefits - Individual and Dependents • Fertility Benefits • Working Advantage Employee Discounts • Free onsite fitness center • Free parking • Lunch 5 days/week • Exciting opportunities for career growth • An outstanding, inclusive culture We are excited to be serving a significant need for a fast-growing market, and are proud of the high-performing team we have brought together so far. If you’re someone who wants to engage in new, exciting projects that will challenge your skills in the best way possible, we would love to connect with you. At Kandji we believe in fostering an inclusive environment in which employees feel encouraged to share their unique perspectives, leverage their strengths, and act authentically. We know that diverse teams are strong teams, and welcome those from all backgrounds and varying experiences. Kandji is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, physical or mental disability, protected veteran or military status or any other status protected by applicable law.

Posted 5 days ago

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

Posted 2 weeks ago

Finance Lead-logo
Finance Lead
AshNew York, NY
About the Role: Ash is seeking a full-time Finance Lead based in New York City to join our team. This role will own and manage our day-to-day financial operations, including accounting oversight, budgeting, cash flow management, and financial reporting. The Finance Lead will maintain and refine financial models to support business strategy, collaborate with cross-functional teams to optimize costs and pricing, and ensure compliance with financial regulations. In the role, you will act as a strategic thought partner to our executive team, ensuring Ash maintains financial health and sets the right strategy for long-term growth. The ideal candidate is a detail-oriented problem-solver with experience in a startup or similar environment that requires high accountability, nimbleness and a collaborative mindset.   Responsibilities Oversee day-to-day financial operations of the company including AP/AR, payroll, budget and cash flow management. Review output from the accounting team to ensure accuracy.  Prepare financial reports on a monthly and quarterly basis. Ensure accuracy and compliance in official reports and create easy-to-read materials that can be shared both internally and externally, including with our investors and board members.  Maintain our financial models and forecasts to inform larger sales and business goals. Take an iterative approach that takes into account our evolving business.  Support overall financial health. Perform ad-hoc analyses, identify trends or threats and work with leadership to develop strong business plans to address, correct or improve key metrics. Collaborate with our operations team to analyze and control costs, including maintaining a strong COGS database. Work to improve margin by identifying opportunities for cost saving and/or efficiencies. Collaborate with our sales team to inform pricing strategy and ensure all new contracts meet our financial requirements.  Develop and improve our financial and operational processes to drive efficiency and support continued growth.  Liaise with external parties such as suppliers, partners or clients to maintain accurate reports and where appropriate, negotiate on behalf of Ash.  Act as an internal knowledge source. Help departments understand our financial goals and operations and be a resource for any questions or requests that may come up. As needed, support our fundraising efforts by preparing data and diligence reports and answering detailed questions about financial data.   Support tax planning and audit preparation.  Qualities Top-notch financial acumen.  Keen attention to detail. Delivers clean, accurate, work products.  Self-sufficient. Performs daily responsibilities without extensive supervision. Accountability mindset. Desire to own outcomes and drive forward solutions.  Problem-solver. Breaks down new or unique problems to identify root causes. Process-oriented. Identifies and takes initiative to implement process improvements.  Nimble work style with ability to move between projects seamlessly. Collaborative and eager to work with many different stakeholders.  Exceptional communicator. Adept at translating complex financial data into clear, actionable insights for non-financial stakeholders. Requirements Located in New York City  4-8+ years in accounting and/or financial planning. CPA or equivalent certification preferred.  Experience working at start-up or small company with high ownership, responsibility and cross-functional collaboration.  Hands-on experience in financial modeling, analysis and forecasting.  Familiarity with inventory and COGS management for physical, as well as digital, products.  Comfortable reporting on and owning key financial performance indicators. Leadership experience as either a direct manager or higher-level IC. Proficiency in financial software and platforms including Excel, SQL and other data analysis tools.  Knowledge of the healthcare, pharma, medtech/biotech or device industries is a plus.  About Ash Wellness: Ash Wellness is a B2B platform that empowers clients such as payors, digital health companies, and public health departments to initiate and oversee white-labeled at-home testing programs. Ash believes that by bringing testing to wherever is most convenient for patients, it helps eliminate social and structural barriers, thereby enhancing the inclusivity and accessibility of healthcare. Ash is a venture-backed Series A company that has raised $15M to date, with a clear pathway to profitability. In the last fiscal year, Ash increased its revenue by over 100% and is now seeking new team members who have experience in developing and scaling startups. As a fast-paced tech startup, we value employees who can take ownership of projects, pivot easily, and iterate until they achieve success. As healthcare enthusiasts, our employee culture prioritizes assisting others—our clients, their patients, and each other! Candidate will work in a hybrid capacity, splitting their time between our NYC office and home. What we offer:  The opportunity to join a mission driven team and play a crucial role in shaping the future of the company. Inclusive and transparent social culture.  Challenging work, fast learning cycles, practical training, and meaningful feedback. We want to learn from every member of the team and bring fresh ideas to the table every day. Flexible working environment with unlimited vacation time and company provided team lunches. Competitive pay, full health benefits (medical, dental, vision), stock options, 401k program. Commitment to Diversity, Equity and Inclusion: Our company values diversity and believes diverse teams make innovation possible. We work on complex, difficult problems in making healthcare more accessible and inclusive. We need a diverse team that can bring different perspectives and approaches, and whose experiences reflect the full set of stakeholders we seek to serve. We encourage all qualified applicants from any race, color, religion, sex, gender identity, sexual orientation, national origin, disability status, protected veteran status, or other characteristics to apply. 

Posted 1 week ago

Sr. Analyst, Field Finance-logo
Sr. Analyst, Field Finance
Taco BellIrvine, CA
Who is Taco Bell? Taco Bell was born and raised in California and has been around since 1962. We went from selling everyone’s favorite Crunchy Tacos on the West Coast to a global brand with 8,200+ restaurants, 350 franchise organizations, that serve 42+ million fans each week around the globe. We’re not only the largest Mexican-inspired quick service brand (QSR) in the world, we’re also part of the biggest restaurant group in the world:  Yum! Brands .  Much of our fan love and authentic connection with our communities are rooted in being rebels with a cause. From ensuring we use high quality, sustainable ingredients to elevating restaurant technology in ways that hasn’t been done before… we will continue to be inclusive, bold, challenge the status quo and push industry boundaries.    We’re a company that celebrates and advocates for different, has bold self-expression, strives for a better future, and brings the fun while we’re at it. We fuel our culture with real people who bring unique experiences. We inspire and enable our teams and the world to Live Más. At Taco Bell, we’re Cultural Rebels. Want to join in on the passion-fueled fun? Learn more about the career below.  About the Job: Taco Bell is looking for a highly motivated individual to join the Field Finance team. The Field Finance team works directly with the Field Operations and Financial Planning and Analysis teams. The Field Finance team is responsible for the company-owned restaurant P&L—including FP&A responsibilities and real-time performance & financial management. The Sr. Analyst works closely with senior field leaders, cross-functional partners, and senior leaders to drive results across Taco Bell’s more than 480+ company-owned restaurants, a $1 billion business. The Sr. Analyst of Field Finance forecasts and oversees Semi-Variable costs for the equity business. This position needs someone with high accountability, strong analytical skills, good communication style with both peers and leadership, a partnership mentality with the field, and ability to turn facts into recommendations and actionable plans for our Company-owned restaurants. The Field Finance team is a dynamic point of entry into the Taco Bell organization, often serving as a launching point for various parts of the Taco Bell and Yum businesses. The Day-to-Day: Own the financial forecast and financial planning of a major P&L line-item (Semi Variables/Other Semi Variables) Provide detailed understanding and analysis of a major P&L line item performance and weekly reporting to Field Ops (Semi Variables/Other Semi Variables) Manage and provide actionable opportunities to grow Company-owned restaurant margins through partnership with equity Region Leaders and RSC Ops Analytic support and field training by assembling regular business reviews of store-level flowthrough. Process store-level flowthrough for the Company-owned restaurants Own impairment analysis and lead cross-functional strategy for remediation Ad hoc presentations and requests around Company-owned restaurant margins  Is This You? BA required; analytical degree preferred (e.g., Economics, Mathematics, Engineering) 5+ years relevant work experience Strong internal motivation, intellectual curiosity, and logical thinking Superb interpersonal and communication skills; ability to work well in a team environment and partner cross functionally Ability to synthesize data and financial analysis to help shape business decisions Proficient in Excel and PowerPoint; experience with Power BI and SQL a plus Work-Hard, Play-Hard: Hybrid work schedule and year-round flex day Friday Onsite childcare through Bright Horizons  Onsite dining center and game room (yes, there is a Taco Bell inside the building)  Onsite dry cleaning, laundry services, carwash,  Onsite gym with fitness classes and personal trainer sessions  Up to 4 weeks of vacation per year plus holidays and time off for volunteering  Generous parental leave for all new parents and adoption assistance program  401(k) with a 6% matching contribution from Yum! Brands with immediate vesting  Comprehensive medical & dental including prescription drug benefits and 100% preventive care Discounts, free food, swag and… honestly, too many good benefits to name   Salary Range: ­­$96,000 to $112,900 annually + bonus eligibility + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. At Taco Bell, we Live M á s and invite you to do the same. Take a seat at our table. Bring your voice. Bring you, just as you are, a Cultural Rebel. We want you to be your best self!  Taco Bell is proud to be an equal opportunity employer and is committed to equity, inclusion, and belonging for all dimensions of diversity.  We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other protected characteristic. Taco Bell is committed to working with and providing reasonable accommodation to applicants with disabilities or special needs.     US Job Seekers/Employees - To view the "Know Your Rights" poster, click here: https://www.eeoc.gov/know-your-rights-workplace-discrimination-illegal .  You may also access Taco Bell’s Pay Transparency Policy Statement. Employment eligibility to work with Taco Bell in the U.S. is required as the company will not pursue visa sponsorship for this position. California Residents: For more information about the categories of personal information we collect from you and how we use, sell, and share that information, please see our Privacy Notice for California Employees at  https://jobs.tacobell.com/wp-content/themes/jobs.tacobell.com-2024/assets/build/doc/Employee+Privacy+Notice+%28TB%29+%2820230701%29_2024%2811-15-2024%29-Final.pdf  

Posted 3 weeks ago

Senior Finance and Accounting Rotational Analyst-logo
Senior Finance and Accounting Rotational Analyst
Daniels HealthChicago, IL
Daniels is a large international business with operations across Australia, South Africa, United Kingdom, Canada, and the United States. Operational activities include transport, manufacturing and distribution of products, and the treatment of healthcare waste. Daniels is a highly recognized brand in the healthcare industry and due to the growth is looking to hire a Senior Finance and Accounting Rotational Analyst to join our team in Chicago. This is a HYBRID role 3 days per week in our offices in Downtown Chicago. Check out our website www.danielshealth.com We are looking for a highly motivated Senior Associate/Analyst from Public Practice or Industry who wants to build their career with a growing global healthcare organization. The Senior Finance and Accounting Rotational Analyst position will expose you to various areas of the global finance team by receiving hand-on experience in different finance and accounting departments. This is a leadership position that will require you to coach and develop a team. The program will include challenging work experiences that will contain extensive technical, business, and professional development and training from experienced leaders. Key Rotational Areas: Revenue and Income Treasury Financial Planning and Analysis Financial Reporting (Internal and External) Tax Internal Audit Mergers and Acquisitions Experience Skills and Qualifications: Bachelor’s degree in Accounting/Finance 3+ years of experience gained in a Public Accounting firm or industry Excellent leadership skills Strong communication skills Strong excel skills Strong analytical skills and detail oriented Self-starter with ability to accomplish tasks with minimal oversight Excellent written and verbal communication skills Organized and works well in a team environment Willingness to adapt in a growth-oriented and changing company “The pay range for this position is $90,000 to $110,000 base salary. Actual compensation within this range will depend on factors unique to each candidate, such as prior experience, skill, certifications, and work location. Pay variations by location reflect local conditions and differences in the cost of labor. At Daniels Health, we are committed to supporting our employees’ well-being, work-life balance, and career growth through a comprehensive benefit package. Eligible employees enjoy benefits such as medical, dental, and vision insurance, retirement savings plans with company match contributions, paid vacation and sick time, wellness resources, life insurance, and professional development opportunities.” WHY WORK FOR DANIELS? Essential Service - Whilst everything seems unstable, join a company that is recession proof Benefits - With a robust suite of benefits, (medical, dental, vision and more) you'll find the plan that is right for you with us Vision - With a mission to make healthcare safer, you can make a positive impact and be a part of something that matters Culture - We have an open office plan with an open-door policy, be a part of a team environment with team based strategic planning Your Birthday - In addition to paid holidays and sick days you'll also receive your birthday off so you can celebrate your way Game Zone - In office - ping pong table, nintendo switch, massage chair, basketball hoop and more Building Perks - gym, roof deck, bike room and plenty of lunch spots Learn more about us and our mission! Daniels Health & Sharpsmart is an equal opportunity employer. In accordance with anti-discrimination law, it is the purpose of this policy to effectuate these principles and mandates. Daniels Health & Sharpsmart prohibit discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law. Daniels Health & Sharpsmart conforms to the spirit as well as to the letter of all applicable laws and regulations.

Posted 30+ days ago

Infrastructure & Public Finance Investment Banking Associate (DC, NYC & Chicago)-logo
Infrastructure & Public Finance Investment Banking Associate (DC, NYC & Chicago)
Siebert Williams ShankNew York, NY
Siebert Williams Shank & Co., LLC (“SWS” or the “Firm”) is conducting a search for experienced Investment Banking Associates to join its Infrastructure and Public team and work hybrid (4 days in-office) from its Chicago, New York or Washington, DC offices. At SWS, all bankers are an integral part of the financing team, assume a high level of responsibility, and actively participate in all aspects of transactions. Investment Banking Associates provide analytical and quantitative support and generally assist more experienced junior bankers, as well as senior bankers, to provide investment banking services to clients in the public sector. SWS is a full-service investment banking and financial services company dual-headquartered in New York and Oakland.  SWS is a perennial leader as a co-manager of investment-grade corporate debt, a national leader in public finance investment banking, a named dealer on more than 50 commercial paper programs, and a seasoned and successful share repurchase agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital base. We are a SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB). Our diverse professionals are not only committed to providing the highest level of value-added services to our clients but also committed to improving the communities in which we work and live.  We have a 25+ year track record built on integrity, experience and results. Primary Responsibilities: Work alongside senior staff in preparing proposals and/or coordinating responses; draft client presentation materials and memos discussing financing strategies, market trends, firm qualifications, etc. Prepare graphical representations or various debt statistics Compile municipal issuers' historical financial information from public documents Prepare and maintain databases on client debt Analyze historical debt issuance and debt affordability Performing financial modeling and cash flow analyses to evaluate debt financing alternatives Participating in active transactions Participate in presentations to clients, as needed Format, print and bind of professional-looking documents for meetings Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and procedures Qualifications: B.S. or B.A. in finance, economics, public administration or related fields is preferred SIE, Series 52 & 63 licenses required or must be obtained within 60 days of date of hire Relevant experience working in the public finance sector and/or familiarity with municipal debt instruments are extremely strong positives Excellent analytical and quantitative skills are a must and a good understanding of financial markets is expected Advanced user of Microsoft Excel, PowerPoint, and Word Ability to use Bloomberg and other finance industry statistical and structuring tools (WhatsBest!, DBC Finance and SDC); the ability to multitask efficiently across all these software platforms with prompt turnovers to bankers and clients is essential Highly self-motivated, well-organized, and willing to work long hours when needed Ability to prioritize tasks, react to changes, solve critical issues, and work independently while being team-oriented Demonstrated attention to detail with the highest standards of diligence in work product are essential to success Strong written and verbal communication skills and professional presence with clients are required We are Committed to Fair Pay. At SWS, we are committed to fair, transparent pay and strive to provide competitive, market-informed compensation. The target total fixed compensation range for this role is $135,000 - $165,000. Compensation for the successful candidate will be determined by the candidate's particular combination of knowledge, skills, competencies and experience. This position is also eligible for a discretionary bonus. SWS empowers talented and highly motivated individuals to thrive independently and collectively. We offer a competitive compensation package, an inclusive working environment and exceptional employee benefits. Our benefit program is designed to provide employees and their dependents with support in maintaining health and financial protection.  Siebert Williams Shank & Co., LLC is an Equal Opportunity Employer : EOE/M/F/V/D committed to a diverse workforce. We welcome and value the people and concepts that move our firm, our industry, and our communities forward.  All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any other characteristic protected by law.

Posted 30+ days ago

Vice President, Infrastructure and Public Finance Investment Banking-logo
Vice President, Infrastructure and Public Finance Investment Banking
Siebert Williams ShankNew York, NY
Siebert Williams Shank & Co., LLC (“SWS” or the “Firm”) is conducting a search for experienced Investment Banking candidates for Vice President to join its Infrastructure and Public team and work hybrid (4 days in-office) from its New York City headquarters . Only candidates with relevant prior experience in public finance investment banking or municipal advisory will be considered .  At SWS, all bankers are an integral part of the financing team, assume a high level of responsibility, and actively participate in all aspects of transactions. Vice Presidents are more experienced junior investment banking professionals who provide direct analytical and quantitative assistance to senior bankers, facilitating investment banking services for public sector clients and support senior bankers in business development efforts. SWS is a full-service investment banking and financial services company dual-headquartered in New York and Oakland.  SWS is a perennial leader as a co-manager of investment-grade corporate debt, a national leader in public finance investment banking, a named dealer on more than 50 commercial paper programs, and a seasoned and successful share repurchase agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital base. We are a SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB). Our diverse professionals are not only committed to providing the highest level of value-added services to our clients but also committed to improving the communities in which we work and live.  We have a 25+ year track record built on integrity, experience and results. Primary Responsibilities: Work alongside senior staff in preparing proposals and/or coordinating responses; draft client presentation materials and memos discussing financing strategies, market trends, firm qualifications, etc. Identify opportunities in the client base for lead coverage responsibility as an individual Prepare graphical representations or various debt statistics Compiling municipal issuers' historical financial information from public documents Preparing and maintaining databases on client debt Analyze historical debt issuance and debt affordability Performing financial modeling and cash flow analyses to evaluate debt financing alternatives Participate in active transactions Participate in presentations to clients, as needed Provides guidance to junior bankers in preparation of marketing materials, proposals, deal processing, and reviews all related work product Train and mentor analysts and associates Formatting, printing and binding of professional-looking documents for meetings Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and procedures Qualifications: SIE, Series 52 & 63 licenses required B.S. or B.A. in finance, economics, public administration or related fields is preferred Relevant experience working in the public finance sector required Excellent analytical and quantitative skills are a must and good understanding of financial markets is expected Advanced user of Microsoft Excel, PowerPoint, and Word Ability to use Bloomberg and other finance industry statistical and structuring tools (DBC Finance, WhatsBest!) is desirable   Highly self-motivated, well-organized, and willing to work long hours when needed Ability to prioritize tasks, react to changes, solve critical issues, and work independently while being team-oriented Strong written and verbal communication skills and professional presence with clients is required We are Committed to Fair Pay. At SWS, we are committed to fair, transparent pay and strive to provide competitive, market-informed compensation. The target total fixed compensation range for this position is $170,000 - $215,000. Compensation for the successful candidate will be determined by the candidate's particular combination of knowledge, skills, competencies and experience. This position is also eligible for a discretionary bonus. SWS empowers talented and highly motivated individuals to thrive independently and collectively. We offer a competitive compensation package, an inclusive working environment and exceptional employee benefits. Our benefit program is designed to provide employees and their dependents with support in maintaining health and financial protection.  Siebert Williams Shank & Co., LLC is an Equal Opportunity Employer : EOE/M/F/V/D committed to a diverse workforce. We welcome and value the people and concepts that move our firm, our industry, and our communities forward.  All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any other characteristic protected by law.

Posted 30+ days ago

Head of Finance (Remote)-logo
Head of Finance (Remote)
CometeerNew York, NY
Welcome to the future of coffee. Cometeer features the best beans from world-class roasters, brewed better through science, and frozen in a peak-state of coffee deliciousness.  Delivered in a tiny recyclable capsule, all you have to do is melt it with hot water (or ice water, or oat milk). Think pour over quality, pajama convenience. With a mission to elevate how the world consumes coffee, we recognize that our greatest strength lies in our people.  At Cometeer, we foster a culture of collaboration, curiosity, and respect, where every team member's unique perspective and contributions drive our success. We are passionate about building an environment where individuals thrive, innovate, and feel empowered to make an impact. Join us in revolutionizing an industry while celebrating the people who make it all possible. The Role: Cometeer is seeking a dynamic and experienced individual to lead our finance team as the Head of Finance. This pivotal role will be responsible for overseeing all aspects of financial management, including budgeting, forecasting, financial reporting, and strategic planning. The VP Finance will play a key role in driving the company's financial strategy, ensuring financial health and sustainability as we continue to grow and expand our presence in the market. We are seeking someone in the NYC area that can work on-site at our Flatiron district office or someone located in the Boston area that can work from our Gloucester, MA office. What You Will Do: Strategic Finance: Financial Strategy: Develop and implement strategic financial plans aligned with the company's objectives and growth trajectory. Budgeting and Forecasting: Lead the annual budgeting process and ongoing forecasting efforts to support on-going financial decision-making. Business Operations: Financial Analysis: Conduct financial analysis and modeling to support strategic decision-making, evaluate investment opportunities, and assess business performance. Financial Optimization: Financial thought partner to other departments to improve growth and cost profile, paired with roll up the sleeves mentality to support change efforts.  Financial Management: Financial Reporting: Prepare and analyze financial reports, including monthly, quarterly, and annual financial statements, to provide insights into the company's performance and financial health. Cash Flow Management: Manage cash flow, liquidity, and working capital to ensure the company's financial stability and optimize resource allocation. Financial Operations: Oversee day-to-day financial operations, including accounts payable, accounts receivable, payroll, and tax compliance. Treasury: Optimize the investment of surplus cash to generate returns  Risk Management: Identify and assess financial risks and opportunities, and develop strategies to mitigate risks and capitalize on opportunities. Financial Compliance & Audit: Manage our annual audit and ensure compliance with accounting standards, regulations, and internal policies, and liaise with auditors and regulatory authorities as necessary. Financial Leadership: Cross-Functional Collaboration: Collaborate closely with other departments, including operations, product and marketing, to align financial goals with overall business objectives and drive cross-functional initiatives. Team Leadership: Build and lead a high-performing finance team, providing mentorship, guidance, and development opportunities to team members. What We Are Looking For: 10+ years of progressive experience in finance roles, with at least 3 years in a leadership position. Strong financial acumen and analytical skills, with the ability to translate financial data into actionable insights and strategic recommendations. Proven track record of developing and implementing financial strategies, driving operational efficiency, and achieving financial targets. Excellent communication and interpersonal skills, with the ability to effectively engage and influence stakeholders at all levels of the organization. Demonstrated leadership abilities, including the ability to inspire and motivate team members, foster a culture of collaboration and accountability, and drive results in a fast-paced environment. Experience in the consumer goods, e-commerce, or food and beverage industry is a plus. ☕ Comprehensive Benefits Package Health Insurance : Full medical, dental, and vision plans with competitive coverage options. Cometeer pays for ~80% of your medical insurance plan!  401(k) with Company Match : We invest in your future with a matching contribution up to 4%. Equity Program : Participate in our growth with Incentive Stock Options (ISOs). Grants are awarded at hire and employees are eligible for future grants based on tenure!  Paid Time Off : Generous PTO policy including 20 days of annually accrued PTO plus 12 holidays (including 1 floating holiday that is prescheduled and the other which is flexible!)  Parental Leave : Generous paid parental leave policy, including 8 weeks at  full pay ; an additional 8 weeks of short-term disability leave at full pay for delivery & recovery. Wellness Programs : Resources to keep you at your best, from Fitness Discounts, to Mental Health Support, to our on-site gym in our Gloucester office. Cometeer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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 30+ days ago

Automotive Finance Manager-logo
Automotive Finance Manager
United Auto GroupSan Jose, California
Come work for the best! If you are interested in a career in the automotive business we welcome you to apply today to join our family at United Auto Group. We welcome you to apply for a position where you can contribute to our goal of providing an extraordinary automotive experience to all of our clients. We set each member up for success by providing comprehensive, highly-specialized training for each position within our organization, complete with on-the-job training and ongoing personal development. Responsibilities Provide recommendations and assistance to customers in order to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience Ensure sales are structured to produce the highest profitability Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensure every deal is fully aligned with local, state and federal guidelines Prepares paperwork, contracts and delivers deals Accurately audit team deals Post-Sale and deeply analyze for improvements Guarantee the expeditious funding of all contracts Qualifications Eagerness to improve College degree preferred or equivalent experience Knowledge of dealership finance and insurance procedures Proficient at structuring deals for maximum profitability Well-versed in title laws and registration process Professional personal appearance and extraordinary verbal/written communication skills Expertise in negotiation and presentation skills Valid driver’s license We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Posted 1 day ago

Senior Vice President of Finance-logo
Senior Vice President of Finance
ChargePointCampbell, CA
About Us With electric vehicles expected to be nearly 30% of new vehicle sales by 2025 and more than 50% by 2040, electric mobility is becoming a reality. ChargePoint (NYSE: CHPT) is at the center of this revolution, powering one of the world’s leading EV charging networks and a comprehensive set of hardware, software and mobile solutions for every charging need across North America and Europe. We bring together drivers, businesses, automakers, policymakers, utilities and other stakeholders to make e-mobility a global reality. Since our founding in 2007, ChargePoint has focused solely on making the transition to electric easy for businesses, fleets and drivers. ChargePoint offers a once-in-a-lifetime opportunity to create an all-electric future and a trillion-dollar market. At ChargePoint, we foster a positive and productive work environment by committing to live our values of Be Courageous, Charge Together, Love our Customers, Operate with Openness, and Relentlessly Pursue Awesome. These values guide how we show up every day, align, and work together to build a brighter future for all of us. Join the team that is building the EV charging industry and make your mark on how people and goods will get everywhere they need to go, in any context, for generations to come. Reports To Chief Financial Officer (CFO) What You Will Be Doing The Senior Vice President (SVP) of Finance is tasked with the comprehensive oversight of all financial operations. This includes Financial Planning & Analysis (FP&A), Accounting, and broader financial functions such as procurement.  This role requires a strategic thinker with a strong background in finance, exceptional leadership skills, and the ability to drive financial performance and growth. What You Will Bring to ChargePoint Strategic Financial Leadership Develop and implement financial strategies to support the company's long-term goals. Provide strategic recommendations to the CFO and executive team based on financial analysis and projections. Lead the annual budgeting process and long-term financial planning. Financial Planning & Analysis (FP&A) and Accounting Provide strategic leadership across FP&A and Accounting functions to ensure accurate, timely, and insightful financial planning, reporting, and analysis. Oversee monthly and quarterly planning and closing processes, ensuring alignment with business objectives and financial integrity. Develop and maintain financial models to support strategic decision-making and performance optimization. Monitor key performance indicators (KPIs) and deliver actionable insights to drive operational and financial outcomes. Ensure the accuracy and compliance of financial statements with GAAP/IFRS standards. Lead the accounting close calendar, including month-end, quarter-end, and year-end processes. Manage external audits and maintain adherence to regulatory and internal control requirements. Risk Management Identify and mitigate financial risks to the organization. Develop and implement internal controls to safeguard company assets. Ensure compliance with financial policies and procedures. Team Leadership and Development Lead, mentor, and develop a high-performing finance team. Foster a culture of continuous improvement and professional development. Promote collaboration and effective communication within the finance team and across the organization. Stakeholder Management Serve as a key liaison with investors, auditors, and other external stakeholders. Requirements Bachelor's degree in Finance, Accounting, or a related field; CPA preferred. Minimum of 15 years of progressive finance experience, with at least 5 years in a senior leadership role. Strong knowledge of GAAP/IFRS and financial reporting standards. Excellent leadership, communication, and interpersonal skills. Ability to think strategically and drive business performance. Strong analytical and problem-solving abilities. Location Campbell, CA ChargePoint is committed to fair and equitable compensation practices. The targeted US salary range for roles at this operating level is $300,000.00 - $375,000.00. This range represents base salary and does not reflect equity, benefits or variable pay where applicable. Actual base salaries are based on several factors unique to each candidate, including but not limited to skill set, experience, certifications and specific work location. We are committed to an inclusive and diverse team. ChargePoint is an equal opportunity employer. We do not discriminate based on race, color, ethnicity, ancestry, national origin, religion, sex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, genetic information, marital status or any legally protected status. If there is a match between your experiences/skills and the Company needs, we will contact you directly. ChargePoint is an equal opportunity employer.  Applicants only - Recruiting agencies do not contact. We are committed to an inclusive and diverse team. ChargePoint is an equal opportunity employer. We do not discriminate based on race, color, ethnicity, ancestry, national origin, religion, sex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, genetic information, marital status or any legally protected status. If there is a match between your experiences/skills and the Company needs, we will contact you directly. ChargePoint is an equal opportunity employer.  Applicants only - Recruiting agencies do not contact.

Posted 2 weeks ago

Director of Finance-logo
Director of Finance
AppLovinPalo Alto, CA
About AppLovin AppLovin makes technologies that help businesses of every size connect to their ideal customers. The company provides end-to-end software and AI solutions for businesses to reach, monetize and grow their global audiences. For more information about AppLovin, visit: www.applovin.com . To deliver on this mission, our global team is composed of team members with life experiences, backgrounds, and perspectives that mirror our developers and customers around the world. At AppLovin, we are intentional about the team and culture we are building, seeking candidates who are outstanding in their own right and also demonstrate their support of others. Fortune recognizes AppLovin as one of the Best Workplaces in the Bay Area, and the company has been a Certified Great Place to Work for the last four years (2021-2024). Check out the rest of our awards HERE . About the Role We are seeking a highly strategic and execution-focused Senior Finance Professional to serve as the right hand to the CFO, driving high-impact special projects, cross-functional initiatives, and financial transformation efforts. This role will be a jack of all trades within Finance, Accounting, Tax, Investor relations and Treasury. They will act as a key thought partner to the CFO and executive team, with a mandate to lead complex, business-critical projects that go beyond day-to-day financial operations. This is a rare opportunity for a versatile hands on professional with strong financial acumen, strategic thinking, and project execution skills to help shape the company’s long-term growth and operational excellence. Key Responsibilities Partner directly with the CFO on strategic priorities, business planning, and financial initiatives. Lead cross-functional special projects that span finance, accounting, operations, corporate development, treasury, tax and investor relations. Drive financial transformation initiatives such as process automation, system upgrades, cost optimization, and operating model design. Act as an internal consultant, conducting deep-dive analyses on business performance, growth opportunities, and risk mitigation. Prepare high-quality board materials, investor communications, and executive-level presentations. Serve as a proxy for the CFO in internal and external meetings when needed. Collaborate closely with FP&A, accounting, legal, HR, and business unit leaders to align financial strategy with execution. Manage or coordinate ad hoc teams focused on M&A due diligence, post-merger integration, capital planning. Support and, where applicable, lead communications with external stakeholders including auditors, bankers, and investors. Qualifications 8+ years of progressive experience in finance, consulting, corporate strategy, or related roles. Experience in Tech, AdTech, investment banking, management consulting is highly preferred. Proven track record leading complex, cross-functional projects with executive visibility. Strong strategic and financial modeling skills; able to distill complex data into clear insights. Experience working with or reporting to C-level executives, particularly in dynamic or high-growth environments. Excellent communication and stakeholder management skills. MBA, CPA, or equivalent is a strong plus. Ideal Candidate Traits Highly resourceful, with a bias for action and comfort operating in ambiguity. Able to collaborate, influence, and build trust across all levels. A "fixer" mentality – thrives on problem-solving and driving clarity where there’s complexity. Strong business judgment with the ability to toggle between strategy and execution.   AppLovin provides a competitive total compensation package with a pay for performance rewards approach. Total compensation at AppLovin is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Depending on the position offered, equity, and other forms of incentive compensation (as applicable) may be provided as part of a total compensation package, in addition to dental, vision, and other benefits. CA Base Pay Range $170,000 — $260,000 USD AppLovin has become aware of a scam targeting jobseekers with fake “app optimization” and similar roles.  We do not ask our candidates to download apps or make any form of payment(s). AppLovin works with applicants through our Careers page and  applovin.com  email addresses. If you are contacted through other unofficial channels (such as WhatsApp or Telegram) or asked to download an app or make a payment, these contacts are not legitimate. Confirm the information  here  and  contact us  directly with any questions.   AppLovin is proud to be an equal opportunity employer that is committed to inclusion and diversity. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or other legally protected characteristics. Learn more about EEO rights as an applicant  here .   If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send us a request at accommodations@applovin.com.   AppLovin will consider for employment all qualified applicants with criminal histories in a manner consistent with applicable law.  If you’re applying for a position in California, learn more  here .   Please read our  Global Applicant Privacy Notice  to learn more about how AppLovin processes your personal information.                             

Posted today

Director, Investor Relations & Strategic Finance-logo
Director, Investor Relations & Strategic Finance
SkyryseEl Segundo, CA
Our mission at Skyryse is nothing less than a new era in flight, where fatalities are nearly zero, piloting any aircraft is simple and safe, and the sky is accessible to all. SkyOS, our industry-first universal operating system for flight, provides any airplane or helicopter with a fly-by-wire flight management solution that significantly reduces the complexity of flying. Skyryse One, our first production aircraft powered by SkyOS, was unveiled in 2024 and features the simplest, safest, and most intuitive flight controls in general aviation.  DIRECTOR, INVESTOR RELATIONS & STRATEGIC FINANCE - EL SEGUNDO, CA  Skyryse is looking for a high-impact leader to join our team as Director of Investor Relations & Strategic Finance. This hybrid role is ideal for a finance professional who thrives at the intersection of capital strategy, investor storytelling, and data-driven decision-making. You will report directly to the CFO and work closely with the CEO and senior leadership, playing a key role in shaping our fundraising strategy, crafting our investor narrative, and driving corporate finance initiatives. This is an opportunity to help define how the world’s first truly autonomous flight system is brought to market—and how we tell that story to the investment community. RESPONSIBILITIES Lead the ongoing fundraising process, including outreach, diligence coordination, and materials development. Develop and maintain financial models, budgets, and long-term financial plans that support both internal planning and external investor discussions. Craft compelling investor-facing materials including pitch decks, data rooms, FAQs, and investor updates. Execute corporate finance initiatives including equity raises, debt structuring, and M&A evaluations. Partner with Finance, Legal, Marketing, Engineering, and Product teams to extract insights and metrics that shape the investor narrative. Prepare materials for board meetings, investor updates, and quarterly business reviews; own the IR calendar and communication rhythm. Track industry trends, competitor activity, and valuation benchmarks to inform company strategy and investor positioning. Support scenario planning and capital allocation efforts to help guide executive decision-making. MINIMUM QUALIFICATIONS 6+ years of experience across investor relations, buy-side or sell-side research, investment banking, venture capital, corporate development, or strategic finance Proven track record supporting capital raises, ideally at high-growth tech, aerospace, or mobility companies Advanced financial modeling and analysis skills with a deep understanding of financial statements, valuation, and fundraising dynamics Strong written and verbal communication skills, with the ability to turn complex concepts into clear, persuasive messaging High emotional intelligence and executive presence; confident interfacing with C-level leaders and top-tier investors Bachelor’s degree in Finance, Economics, Accounting, or related field PREFERRED QUALIFICATIONS Experience at a venture-backed startup, especially through Series B/C or later Background in aerospace, aviation, transportation, or dual-use technologies Familiarity with SaaS or software-hardware business models Strong network of VC, growth equity, or strategic investors Exposure to both investor relations and corporate strategy functions WHY SKYRYSE? The opportunity to change the world through improving aviation safety and accessibility Valuable stock option plan Heavily subsidized medical, dental and vision plans Full-time employees are eligible for 20 days of paid time off (PTO) and 5 sick days annually.  PTO and sick days must be used in accordance with Company policy. A company with an ambitious vision, a dynamic work environment, and a team of smart, motivated, and fun to work-with colleagues! WE WELCOME ALL Skyryse is an equal opportunity employer. We value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. NO AGENCY CANDIDATES WILL BE CONSIDERED. 

Posted 30+ days ago

Finance Analyst / Associate-logo
Finance Analyst / Associate
Charlie HealthNew York, NY
  Why Charlie Health? We are currently facing a nationwide mental health epidemic marked by rising rates of depression, anxiety, trauma, substance use disorders, and suicide. At the same time, those seeking help often encounter barriers—whether geographic, financial, or systemic—that prevent them from receiving timely and effective care. This urgent need calls for a reimagined approach to behavioral health treatment. At Charlie Health, our mission is to connect the world to life-saving mental health treatment. Our innovative virtual programs combine curated group sessions, individual therapy, and family therapy, delivered through personalized, evidence-based treatment plans designed for sustainable healing from the comfort of home. By connecting individuals with shared experiences and fostering supportive communities, Charlie Health provides a pathway to long-term recovery, with over 90% of our clients seeing improvement in their most challenging mental health symptoms. Every member of our team shares a deep commitment to this mission. If you’re driven to make a meaningful impact, we invite you to join us in reshaping the future of mental healthcare. About the Role As a Finance Analyst / Associate, you will have the unique opportunity to support Charlie Health’s rapid growth and most important financial and operational decisions with analytical insights and strategic recommendations. Reporting to the Director of FP&A, you will be a key financial thought partner to Charlie Health’s department leaders throughout the organization as you support the Revenue and OpEx budgeting, forecasting, and reporting processes. This is a high impact, highly visible role on the Strategic Finance team, which plays a critical role in shaping Charlie Health’s long-term business strategy, planning, and execution.  Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way. Responsibilities Contribute to month end close as a key stakeholder to ensure accurate allocation of expenses to departments and timely delivery of financial statements. Create budgets, forecasts, and projections supporting individual departments and the overall company. Develop reports to track budget vs. actuals and provide visibility to cross-functional business partners and company leadership. Apply business judgment and financial models to assist with strategic decision-making related to new initiatives, products, and business opportunities in a fast paced, dynamic environment. Support special projects to continuously improve, automate, and scale revenue and cost forecasting and reporting tools, processes, and methodologies. Develop automations for operational aspects of the financial planning & analysis processes. Support any various other financial activities including M&A, creation of board of directors meeting materials, and other investor reporting materials. Requirements Bachelor's degree in Business, Accounting, Finance, Economics, or a similar subject area preferred. 1-4 years of professional experience, ideally in a mix of professional services (e.g., Financial or Management Consulting, Investment Banking, Private Equity) and highly analytical roles at a high growth venture backed company (e.g., Sales or Revenue Operations, Strategic Finance, Strategy, Operations). Highly proficient in Excel / Google sheets and PowerPoint / Google slides. Experience in building insights from scratch including sourcing, transforming, analyzing, and presenting complex financial and operational data in a simple, easily understandable way. Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools. Deep understanding of the 3 main financial statements and how they tie together. Excited by the chance to join a high-growth company with the ability to make an immediate impact in a fast-paced, dynamic working environment. Good sense of humor. You enjoy the work you do and the people who work with you. Work authorized in the United States and native or bilingual English proficiency. Able to work a hybrid schedule of 4 days/week in our NYC office and located within 75 minutes commuting distance of the office. Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here . #LI-HYBRID Our Values Connection: Care deeply & inspire hope. We care personally about every single person in the Charlie Health ecosystem: our clients, providers, and team members alike. We inspire hope with every interaction, reminding our clients that we truly and unconditionally believe in them. Congruence: Stay curious & heed the evidence. We ask “why” five times before we’re satisfied with the answer. We don’t stick to the status quo; we challenge our assumptions and remain humble. Above all, we’re results-oriented. When we find data that calls our original plan into question, we modify or pivot. Commitment: Act with urgency & don’t give up. We work as swiftly as possible. The mental health crisis is relentless, and so are we. Our clients don’t give up and neither do we. Persistence is our superpower. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Posted 30+ days ago

United Auto Group logo
Automotive Finance Manager
United Auto GroupSan Jose, California
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Job Description

Come work for the best! If you are interested in a career in the automotive business we welcome you to apply today to join our family at United Auto Group. We welcome you to apply for a position where you can contribute to our goal of providing an extraordinary automotive experience to all of our clients. We set each member up for success by providing comprehensive, highly-specialized training for each position within our organization, complete with on-the-job training and ongoing personal development.

Responsibilities
  • Provide recommendations and assistance to customers in order to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience
  • Ensure sales are structured to produce the highest profitability
  • Maintains proficiency and certifications as required for the position
  • Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals
  • Ensure every deal is fully aligned with local, state and federal guidelines
  • Prepares paperwork, contracts and delivers deals
  • Accurately audit team deals Post-Sale and deeply analyze for improvements
  • Guarantee the expeditious funding of all contracts
Qualifications
  • Eagerness to improve
  • College degree preferred or equivalent experience
  • Knowledge of dealership finance and insurance procedures
  • Proficient at structuring deals for maximum profitability
  • Well-versed in title laws and registration process
  • Professional personal appearance and extraordinary verbal/written communication skills
  • Expertise in negotiation and presentation skills
  • Valid driver’s license
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.