Budget manager jobs near me - 1,410 jobs

About Us: At Parafin, we're on a mission to grow small businesses. Small businesses are the backbone of our economy, but traditional banks often don't have their backs. We build tech that makes it simple for small businesses to access the financial tools they need through the platforms they already sell on. We partner with companies like DoorDash, Amazon, Worldpay, and Mindbody to offer fast and flexible funding, spend management, and savings tools to their small business users via a simple integration. Parafin takes on all the complexity of capital markets, underwriting, servicing, compliance, and customer service for our partners. We're a tight-knit team of innovators hailing from Stripe, Square, Plaid, Coinbase, Robinhood, CERN, and more - all united by a passion for building tools that help small businesses succeed. Parafin is backed by prominent venture capitalists including GIC, Notable Capital, Redpoint Ventures, Ribbit Capital, and Thrive Capital. Parafin is a Series C company, and we have raised more than $194M in equity and $340M in debt facilities. Join us in creating a future where every small business has the financial tools they need. About the Role We are looking for a Finance Lead to own and scale the financial strategy that powers our business. This is a highly strategic position that will sit at the center of decision-making across the company. You'll lead financial planning, oversee cash management, and serve as a thought partner to leadership and all teams, ensuring we maximize margins, deploy capital efficiently, and position the company for sustainable growth. Responsibilities Lead financial planning and analysis (FP&A) across the company - building models, forecasts, and strategic plans to guide decision-making. Manage cash planning and liquidity, ensuring capital is deployed effectively and aligned with growth objectives. Serve as a strategic partner to product, operations, and go-to-market teams, helping identify opportunities to improve unit economics and margins. Build a company-wide financial strategy that balances growth and profitability. Create and track KPIs that align financial performance with business outcomes. Provide regular reporting and insights to leadership and the board. Qualifications 5+ years of experience in strategic finance, FP&A, investment banking, or private equity. Strong understanding of financial modeling, cash management, and capital planning. Exceptional quantitative skills, with the ability to translate data into actionable insights. Strong communication skills with the ability to influence and align stakeholders. Proven ability to balance detail-oriented execution with strategic perspective. Proficient in SQL Preferred Background Experience at high-growth fintechs, technology companies, or scaling startups. Exposure to small business lending or financial services is a plus. Track record of driving margin improvement and financial discipline in fast-paced environments. MBA preferred What We Offer Salary Range: $160k to $250k Equity grant Medical, dental & vision insurance Work from home flexibility Unlimited PTO Commuter benefits Free lunches Paid parental leave 401(k) Employee assistance program If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us. #J-18808-Ljbffr

About the job Senior Tax Manager -Japanese Bilingual(Remote) This job description outlines the role of a Senior Tax Manager responsible for managing corporate tax compliance, tax planning, and accounting for income taxes for a US-based organization and its subsidiaries. This position involves significant collaboration with internal finance teams, external tax advisors, and service providers to ensure effective tax operations. The role is also designed with a view toward succession for the current VP-level Director of Tax, starting as a mid-level manager with hands-on operations and team leadership responsibilities, progressively assuming higher leadership responsibilities. Essential Duties & Responsibilities: Manage and oversee federal, state, and international tax filings, including preparation, review, and submission of supporting documentation. Monitor and interpret tax law changes to maintain compliance and identify tax-saving opportunities. Develop strategies for responding to tax audits and coordinate practical responses. Collaborate with external tax advisors to develop tax strategies and enhance overall group tax efficiency. Evaluate and refine tax reporting processes to improve operational efficiency and accuracy. Develop internal tax awareness programs and compliance policies to reduce company-wide tax risk. Support M&A tax due diligence and provide input on tax-efficient deal structuring. Talent Management & Succession Planning: Supervise and mentor tax staff, providing technical guidance and performance feedback. Work alongside the current VP to facilitate a smooth transition and progressively assume leadership responsibilities. Other Responsibilities: Maintain open communication with other personnel and departments. Keep the EVP informed of status and progress. Maintain professional and technical knowledge through continuous learning and networking. Maintain professional conduct and ethical standards, complying with company policies. Perform other duties as required by management. Qualifications: Experience: 7-10 years of professional tax experience with a combination of both public accounting firms and corporate tax departments focusing on corporate and partnership income tax reporting, research, and planning. Education: A Bachelors degree in Accounting or Taxation is required, and a Masters degree in Taxation is preferred. Licenses & Certificates: CPA is preferred. Technical Knowledge & Skills: Requires advanced knowledge of Taxation, Tax research, and Financial accounting, as well as intermediate skills in Tax software, Tax research tools, and advanced skills in MS Excel. Proficiency in MS Word, PowerPoint, and Outlook is also expected. Familiarity with specific tax software like Onesource Income Tax and Sage Fixed Asset Software is expected. Expected Competencies: Operational Supervision. People Management. Fostering collaboration. Establishing policies & procedures. Excellent communication (oral and written) and interpersonal skills. Work Environment: Generally sedentary work, with occasional standing, walking, grasping, and light lifting. Minimal business travel may be required. May be required to work beyond normal business hours. English is required, but proficiency in Japanese is a plus. Remote work will be considered from the other state.

A forward-thinking technology startup based in San Francisco seeks a Controller to lead the financial organization. The ideal candidate will have extensive accounting experience, particularly in public accounting, and will be responsible for financial governance and compliance. This role includes overseeing financial operations, ensuring tax compliance, and mentoring a high-performing team. Competitive salary of $200,000-$250,000 plus perks. Passion for self-driving technology is essential. #J-18808-Ljbffr

A prominent global philanthropy fund is seeking a Senior Portfolio Manager for Field Innovation with a focus on tackling challenges in energy transition. The role involves strategic leadership in renewable energy finance and coal phase out, supporting initiatives through strong collaboration across sectors. Candidates should have substantial experience in relevant areas, particularly in coal finance, and excellent communication skills. The position offers a competitive salary range of $120,000-$140,000 and flexible work options including remote work for those in compatible time zones. #J-18808-Ljbffr

The ASPCA is seeking a detail-oriented and proactive Manager, Multimedia Assets to oversee the organization, accessibility, and strategic use of our growing library of photo and video content. This individual will play a critical role in ensuring our multimedia assets are well-maintained, legally compliant, easy to find, and effectively leveraged across teams to support the ASPCA's storytelling and brand efforts. Reporting to the Director, Multimedia Production, the Manager, Multimedia Assets will support content planning and delivery by organizing and curating mission-aligned collections for internal and external use. This includes helping to develop and maintain spotlight collections, content packs, and campaign toolkits that ensure teams across the ASPCA can easily access and deploy high-impact visual content. The ideal candidate is organized, collaborative, and knowledgeable in asset management best practices, with a working understanding of photography and video production. They will work closely with the multimedia team to support production workflows, including managing project files, archiving content, and maintaining storage systems. This role also serves as a resource for staff across departments-helping them locate the right content for their needs, understand how to use it appropriately, and raise awareness of what's available within our growing media library. Where and When You'll Work This position is based in New York City at the ASPCA's 8th Avenue office in New York, NY but does not require full-time onsite work; the role allows for flexibility to work from home to the extent approved by the manager and Department Head. This role involves 10%-20% travel. What You'll Get Compensation Starting pay for the successful applicant will depend on a variety of factors, including but not limited to education, training, experience, business needs, internal equity, market demands or budgeted amount for the role. The target hiring range is for new hire offers only, and compensation may increase beyond the maximum hiring range based on performance over time. The maximum of the hiring range is reserved for candidates with the highest qualifications and relevant experience. The expected hiring salary ranges for this role are set forth below and may be modified in the future. The target hiring range for this role is $72,000-$77,000. Benefits At the ASPCA, you don't have to choose between your passion and making a living. Our comprehensive benefits package helps ensure you can live a rewarding life at work and at home. Our benefits include, but are not limited to: Affordable health coverage, including medical, employer-paid dental, and optional vision coverage. Flexible time off that includes vacation time, sick and bereavement time, paid parental leave, 10 company paid holidays, and paid personal time off that allows you even more flexibility to observe the days that mean the most to you. Competitive financial incentives and retirement savings including a 401(k) plan with generous employer contributions - we match dollar for dollar up to 4% and provide an additional 4% contribution toward your future each year. Robust professional development opportunities including classes, on-the-job training, coaching and mentorship with industry-leading peers, internal mobility, opportunities to support in the field, and so much more. For more information on our benefits offerings, visit our website. Responsibilities: Responsibilities will include, but are not limited to: Asset Management & Accessibility (50%) Maintain and manage the ASPCA's digital asset management (DAM) platform, ensuring assets are organized, searchable, and up to date Create and enforce metadata standards, naming conventions, and organizational protocols that support ease of use and legal compliance Track licensing, permissions, and usage rights for all visual content, ensuring assets are used appropriately and within scope Regularly review and update asset categories, remove outdated materials, and upload new content in a timely and accurate manner Leverage asset usage data and analytics to identify content trends, inform future asset needs, and guide strategic decisions about photo and video coverage. Support content recaps and reporting efforts by tracking asset engagement and contributing to monthly activity summaries Respond to internal photo and video requests, helping staff identify and access assets that align with their needs and brand guidelines Promote awareness of the DAM platform and available content across departments through training, updates, and resource sharing Contribute to spotlight collections, content packs, and campaign toolkits by identifying and organizing assets that align with organizational priorities. Maintain clear records of asset usage and gaps in coverage, proactively identifying content needs based on organizational priorities Photo + Video Production Support (40%) Assist with photo and video capture for projects and events, as needed Assist with preparing multimedia assets for distribution, including basic editing, formatting and exporting for use across platforms. Ensure all content added to the library meets technical and brand standards Build and maintain strong working relationships with creative, editorial, and program teams to understand content needs and workflows Provide guidance on proper asset usage, file types, and export settings for digital and print channels Provide training to staff on photo + video asset library and best practices Additional Responsibilities (10%) Participate in departmental planning and cross-functional initiatives. Contribute to team brainstorming and creative ideation across marketing efforts. Perform other duties as assigned in support of the organization's mission and storytelling goals. Qualifications: Familiarity with DAM platforms (preferably Widen) and a strong understanding of metadata, tagging, and asset workflows Working knowledge of photo and video formats, file types, and usage best practices across digital platforms Strong organizational skills and attention to detail, with the ability to manage multiple projects and priorities Excellent communication and collaboration skills; comfortable working with cross-functional teams and providing training or support Ability to take initiative, solve problems, and work independently Basic photography and/or video capture and editing skills (Adobe Creative Suite, Lightroom, Photoshop, Bridge, Premiere Pro, etc.) Passion for animal welfare and alignment with the ASPCA's mission Exemplifies the ASPCA's Core Values: Has Commitment and dedication to improving the lives of animals Demonstrates Ownership and feels responsible for outcomes Believes in Team - that we are stronger together Seeks to Elevate others and reimagine what is possible Focuses on Impact, specifically making change for animals Work Experience: At least 3 years of experience in digital asset management 3+ years in visual content production, or related role preferred, but not required Experience working in a nonprofit or mission-driven organization is a plus, but not required. Qualifications: Language: English Education and Work Experience:

About Us 7-time winner of the 50 Fastest Growing Companies in the Twin Cities, All In One Accounting is the strategic accounting team for mission-driven nonprofits and growth-minded entrepreneurs. All In One Accounting's thorough and comprehensive set of services move our clients from financial chaos to business clarity and beyond. Simply said, our mission is to empower entrepreneurs and to support profitable Growth, equip them to Protect their assets, and enable nonprofits to Amplify their impact. A bit about the role: We're seeking an experienced and strategic Controller to join our team and help drive success for our small business clients. This role is pivotal in leading delivery teams, mentoring accountants, and providing high-level advisory services to help growth-minded entrepreneurs and mission-driven nonprofits achieve their business goals. As a Controller, you'll own client relationships while leading internal delivery teams to ensure exceptional service delivery. You'll work alongside Accountants and CFOs in a dynamic, multi-client environment that requires both strategic thinking and hands-on problem-solving skills. Now about you... You're a strategic leader and mentor You excel at strategically building and leading high-performing teams while fostering enduring client partnerships. You take full ownership of team development and success, providing thoughtful guidance and mentorship to accountants while ensuring exceptional client service delivery. You understand your pivotal role in driving both client success and organizational growth, making decisions that align team capabilities with long-term business objectives You're adaptable and consultative We work primarily with smaller organizations that have big goals. You adapt your approach to meet each client's unique needs while maintaining consistent quality across all engagements. You thrive in a fast-paced environment managing multiple client relationships and can shift seamlessly between strategic planning and hands-on problem-solving. You're bursting with initiative and curiosity You excel at analyzing financials and translating complex data into actionable insights for non-financial stakeholders. Your natural inquisitiveness drives you to dig deep, understanding what truly powers each business's success. You proactively identify opportunities for process improvement and automation, helping clients achieve their long-term goals. By staying current with industry trends and continuously expanding your expertise, you're always finding innovative ways to add value and drive efficiency while developing tailored solutions that align with each client's unique needs. More about the Controller role: Wearing multiple hats and saying "yes" to a variety of challenges are the table stakes for the Controller role. Your specific responsibilities include: Lead and oversee delivery teams, providing mentorship and guidance to accountants Own and nurture client relationships, ensuring delivery of value-based services Design and implement strategic solutions; this role requires both hands-on expertise and strategic planning abilities Develop and maintain efficient systems and processes for financial operations Contribute to company goals through proactive client management and team development Provide strategic insights and recommendations to drive client success The specifics of the Controller role: Client Financial Leadership Lead month-end closing meetings with clients and internal teams to present financials Oversee preparation and review of monthly financial statements and key reports Analyze budget variances and communicate significant issues and opportunities Prepare cash flow forecasting and strategic recommendations Serve as proactive liaison with client's professional advisors (CPAs, bankers, attorneys) Team Leadership and Quality Control Oversee and mentor accountants on your delivery teams Review and ensure accuracy of all key financial processes: Balance sheet reconciliations AP/AR processes Cash management Month-end closing entries Payroll integration Implement and maintain robust internal controls Ensure consistent high-quality service delivery across all clients Internal Responsibilities Meet or exceed billable hours goals while maintaining service excellence Complete all internal deliverables (time tracking, capacity planning, quarterly initiatives) Actively participate in All In One Accounting's Brand Ambassador program, representing our mission and values Represent All In One Accounting professionally while fostering team collaboration Maintain highest standards of security compliance and asset protection Contribute to process improvements and best practices The successful candidate will have: Bachelor's degree in accounting, finance, or business administration, or equivalent experience 7+ years of progressive accounting experience, including team leadership Proven success in managing multiple client relationships in a consulting environment Strong mentoring and team development abilities Excellence in financial analysis and strategic planning Outstanding communication skills with both financial and non-financial stakeholders Demonstrated ability to manage competing priorities while maintaining quality Advanced technical skills with various accounting platforms Why All In One Accounting - The Benefits All In One Accounting offers all of our delivery team positions as either full or part-time with a mix of client interaction and internal team comradery. We strive to meet team members where they're at - so our roles vary between onsite and fully remote. Our company has been built by a team who likes to have fun, respect each other and works extremely hard to do right by each other and our clients. While working in a multi-client environment presents its own set of challenges, the greatest compliment we receive is that our work has changed the lives of our clients. Our five core values of Commitment, Foresight, Relationships, Tenacity, and Teamwork are at the core of everything we do. We've created an environment of continuous growth and are excited to see your talents! Salary and Benefits Salary: $85,000 - $125,000 Annual Bonus: Up to 10% of salary Comprehensive benefits package including: Medical, dental, and vision insurance 401K Life insurance Long and short-term disability HSA, FSA, and dependent care options Professional development opportunities All In One Accounting 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. Salary Description $85,000 - $125,000

We're building the creative layer for modern communication. Every month, over a billion people make presentations - but the tools they use to make them haven't evolved in decades. We're changing that, using AI to disrupt a massive market. 📈 Millions of people rely on Gamma to create, teach, and persuade, creating more than 1 million gammas every day. 💻 We see Gamma as the next great workplace tool, combining viral B2C love with a massive B2B opportunity. We believe AI can be a true creative partner: one that understands context, clarity, and taste. 💸 We've reached a $2.1B valuation, crossed $100M in annual recurring revenue, and have been profitable since 2023. 💙 We're an imaginative, passionate team who takes our work seriously, but not ourselves. Our culture is warm, a little quirky, and fueled by curiosity. About the role You'll build and lead Gamma's Accounting function as we scale from Series B into our next stage of growth. This means bringing accounting fully in-house, establishing scalable processes and controls, and preparing the company for audit. You'll own the full accounting cycle, ensure GAAP compliance, manage payroll and equity operations, and partner cross‑functionally to drive operational excellence. This role is ideal for a detail‑oriented finance leader who thrives in dynamic environments and enjoys building from the ground up. You'll balance strategic oversight with hands‑on execution, implementing systems and automation that streamline workflows while maintaining accuracy and control. You'll also hire and mentor a small, high‑performing accounting team as we continue to scale. Our team has a strong in‑office culture and works in person 4-5 days per week in San Francisco. We love working together to stay creative and connected, with flexibility to work from home when focus matters most. What you'll do Bring accounting fully in‑house from third‑party vendors, establishing scalable processes, systems, controls, and automation tools Own monthly, quarterly, and annual close processes, building a chart of accounts and reporting structure that supports department‑level P&L visibility Develop and maintain strong internal controls and documentation, managing external auditors and establishing GAAP policies for revenue recognition, expense classification, and capitalization Own all aspects of SaaS revenue recognition (ASC 606) including contracts, renewals, and deferred revenue, partnering with Sales Ops, Legal, and FP&A Oversee payroll operations and ensure compliance with federal, state, and international labor and tax regulations across all operating geographies Manage stock‑based compensation accounting and own the integrity and reconciliation of HRIS, payroll, and accounting systems Build scalable processes for headcount planning, payroll reporting, and compensation expense forecasting in collaboration with FP&A and People teams Build, lead, and mentor a high‑performing accounting team while managing the transition from outsourced vendors and partnering cross‑functionally with FP&A, HR, Legal, and Operations What you'll bring CPA required 10+ years of progressive accounting experience, including public accounting (Big 4 or national firm) and in‑house corporate experience at a high‑growth SaaS or technology company Strong technical accounting skills, including ASC 606 (Revenue Recognition), ASC 842 (Leases), and consolidation Experience managing audits and implementing internal controls Proven experience standing up an accounting function or leading through significant organizational change Hands‑on experience overseeing payroll and stock‑based compensation accounting Working knowledge of accounting systems (e.g., QBO, NetSuite) and integrations with billing, CRM, HR, and payroll systems Exceptional attention to detail and ability to operate both strategically and tactically Collaborative, low‑ego leadership style and comfort in fast‑moving, high‑growth environments Compensation range : Final offer amounts are determined by multiple factors, including but not limited to experience and expertise in the requirements listed above. If you're interested in this role but you don't meet every requirement, we encourage you to apply anyway! We're always excited about meeting great people. You get energy from small teams doing big things. You love when design, code, and storytelling overlap. You default to action, even when the answer isn't clear yet. You value details, but know when to ship and move on. You bring both the spreadsheets and the sparkle, equal parts workhorse and unicorn. You believe AI should amplify creativity, not replace it. You know kindness and intensity are not opposites. You like working with people who care deeply: about their craft, their teammates, and the users on the other side of the screen. Who we are Gamma is full of imaginative, passionate people who take their work seriously but not themselves. The culture is warm, a little quirky, and fueled by curiosity. It's the kind of place where you'll debate a pixel on Monday, laugh over someone's keyboard setup on Tuesday, and ship something remarkable by Friday. We care about craft, move with intention, and don't mind getting a little scrappy. It's fast, creative, and occasionally chaotic - but that's what makes it interesting. Here's a bit about what it's like to work here, from people on the inside: "quirky, inspiring, fun, a little wild in the best way" "You can have an idea and just run with it." "Everyone's talented and humble - the mix keeps you sharp." "We ship cool stuff, learn a ton, and laugh a lot doing it." Meet the team We're a team of dreamers and doers building in beautiful San Francisco 🌉 We're kabbadi enthusiasts, pickleballers, dog herders, woodworkers, keyboard nerds, potters, and more - and we can't wait to meet you! #J-18808-Ljbffr

A leading AI research accelerator is seeking a Frontier Data Lead - Finance to oversee and drive data projects. This individual contributor role requires expertise in Finance and technical skills in automation and scripting. You will ensure the success of data delivery processes, and engage directly with clients to translate their needs into effective data strategies. The position offers a flexible work environment with a supportive culture and competitive compensation. #J-18808-Ljbffr

A leading advisory firm is seeking an experienced Tax Senior Manager or Director to provide advisory services to high-net-worth clients. This role offers flexibility with remote, hybrid, or onsite options. Candidates should have at least 6 years of tax experience and be comfortable in a supervisory capacity. The firm provides a competitive salary of $140K-$160K, comprehensive benefits, and support for continuing education. #J-18808-Ljbffr

A national consulting solutions provider is seeking an experienced Finance Change Manager consultant to support critical initiatives within a Finance organization. The role involves leading change management efforts, conducting impact assessments, and developing communication strategies, while engaging closely with senior leadership. Required qualifications include 5+ years in change management, expertise in finance environments, and strong analytical skills. This is a remote position offering $65-70 per hour, with benefits including medical and 401(k). #J-18808-Ljbffr

A leading tech startup is seeking a Head of Finance to establish a scalable finance function. The role involves owning the financial model, improving unit economics, and leading the implementation of new systems. The ideal candidate has built finance operations from scratch in a high-growth environment, with strong expertise in vendor negotiations and financial modeling. This position offers flexibility and significant growth opportunities within a rapidly expanding company. #J-18808-Ljbffr

A leading reinsurance company is seeking a Head of Capital Markets in Charlotte, NC. This strategic leader will design and implement capital market solutions to optimize the balance sheet. Responsibilities include leading transactions, managing stakeholder relationships, and ensuring alignment with regulatory requirements. Candidates should have a strong background in capital markets, insurance finance, and excellent analytical and communication skills. This role promotes a collaborative environment and offers growth opportunities. #J-18808-Ljbffr

Brief Description This position will be responsible for a variety of tax issues including preparation/review of federal, state, and local tax returns and income tax provision. Opportunities will also exist for exposure to various other specialty areas including: corporate income and franchise taxes, credits and incentives, sales/use/withholding taxes and other special projects. This role will be involved in day-to-day projects within the Tax team and will have the opportunity to work with other functional groups, including finance, human resources, legal, R&D and IT, as well as external advisors. Essential Functions Responsibilities for this position will include, but not be limited to, the following: Preparation/review of federal/state/local income tax returns; including: reconciling book to tax differences; preparing state and local apportionment and state adjustment schedules; and preparing and maintaining tax attribute schedules; Preparation/review of federal and state income tax estimates and extensions; Supervising information gathering for tax provisions and tax returns; Preparation/review of quarterly and annual income tax provision, including: current calculation; maintaining deferred tax balances, uncertain tax positions, and TARF; and other related schedules/memo and disclosures; Preparation of tax account forecasts and monthly accruals; Assist with research and supervision of responses to notices regarding federal, state, and local tax issues; Providing support and/or manage IRS and state income/franchise tax audits; Providing assistance with technical research on various tax issues; Maintaining proper audit and compliance documentation; Assist in the establishment of and ensures adherence to budgets, schedules, work plans, and performance requirements; Assist in developing and mentoring other members of the Tax team; and Assisting in ad hoc/special projects (e.g. Section 382 study, credit study, etc)as needed. Required Knowledge, Skills, and Abilities Highly organized with great attention to detail. Self-starter, with an ability to work independently and as part of a team. Ability to multi-task and handle a variety of tax assignments in a fast-paced environment including being flexible to geographic time zones. Ability to prioritize tasks appropriately, meet deadlines, execute with accuracy and recognize when issues need escalation. Strong communication skills (written and verbal) and analytical skills. Proficient in Excel, including pivot table and vlookup. Responsibilities may require a work schedule that may include working outside of “normal” work hours, in order to meet business demands. Required/Preferred Education and Licenses Seven to nine years of recent experience in US corporate income tax with a combination of Big Four and multinational corporate tax department. Experience with ASC 740 is required. Preference will be given to candidates with Big 4 experience. Bachelor's degree in Accounting or Business, or an equivalent combination of education and practical experience. CPA preferred. #J-18808-Ljbffr

A financial solutions firm is seeking a skilled Director of Finance to manage finance operations during a growth phase. This pivotal role involves ensuring compliance with Canadian financial standards and overseeing all financial reporting. Candidates should have a CPA and over 10 years of finance experience, including leadership roles. The position is remote and offers a collaborative work culture alongside comprehensive benefits, supporting professional development and career advancement. #J-18808-Ljbffr

Atlantic Union Equipment Finance ("AUEF"), a subsidiary of Atlantic Union Bank ("AUB"), continues to grow and enhance its underwriting and portfolio management team to house and consistently manage credit risk activities of its equipment finance clients. AUEF's objective is to provide integrated end-to-end credit underwriting, identification, measurement, management, and monitoring of AUB's equipment finance clients. The position is responsible for providing an independent perspective in underwriting and managing complex equipment finance loans/leases and relationships up to the AUB's legal lending limit. The position partners with Relationship Managers, Credit Officers, and the Equipment Finance Underwriting Manager in delivering credit solutions through underwriting, portfolio management, deal team management, and extensive internal and external client interaction. A Credit Portfolio Manager IV is expected to be a subject matter expert (SME) in equipment finance, their respective portfolio, and adheres to all regulatory and compliance guidelines. Position Accountabilities Lead the independent underwriting process for new and renewal opportunities for clients and prospects within an assigned portfolio. The position will be assigned the more complex credits and larger portfolios within Equipment Finance. Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit risk management deliverables. Prepare detailed short or long-term financial projections within a vendor provided solution such as nCino, Moody's Risk Analyst, or within an Excel spreadsheet. Make recommendations to Relationship Managers and Credit Officer regarding credit amount, structure, and policy compliance. Manage assigned portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all covenants, identifying issues and following through for remediation, and assisting with compliance and regulatory reviews. Participate or lead client calls with the borrower's CFO (or similar position) and Relationship Managers to address in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements. Participate in special projects to aid with the continuous improvement in underwriting and portfolio management. Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Prioritize new deal, renewal, and portfolio management requirements and coordinate as appropriate with clients. and prospects, Relationship Managers, Credit Risk, Treasury Management, and other internal and external stakeholders. This senior position may mentor CPMs I, II, and III, as appropriate. Generate new ideas and recommendations for continuous process improvement. Participate in special projects on an as-needed basis Organizational Relationship This position reports to the Equipment Finance Underwriting Manager Position Qualifications Education & Experience Bachelor's degree in Accounting or Finance and seven or more years of experience in a commercial lending environment Knowledge & Skills Experience underwriting across multiple industries and asset types. Knowledge of Equipment Leasing concepts is a plus. Considered a SME for aligned industry, commercial credit and lending concepts, practices and regulations. Advanced written and analytical skills to encompass an ability to analyze balance sheet structure, and income and cash flow trends. Consistently demonstrates ability to make complex decisions and sound business judgments regarding business and lending activities. Skilled in the analysis of financial statements, tax returns and cash flows of commercial & industrial companies. Knowledge of financial statement spreading, including proficiency in preparing pro-forma statements within nCino, Moody's or other software packages. Excellent written, oral and interpersonal skills, to include structuring, negotiating, closing, maintenance, modifications and problem resolution PC proficiency with Word and Excel, including the use of system and user generated formulas, macros, charts, and tables. Ability to research industry sources and equipment types needed for credit evaluations. Strong organization skills with the ability to self-manage time and work flow to meet deadlines. Ability to manage multiple projects at one time. Ability to work independently as well as within a team environment Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

A forward-thinking accounting firm is seeking a Senior Tax Manager for a partnership track position. The role involves leading tax planning and consulting for diverse clients while managing relationships and mentoring staff. Candidates must hold an active CPA license and have over 10 years of tax accounting experience. This position offers remote flexibility with minimal travel. Join a culture that values entrepreneurship and work-life balance! #J-18808-Ljbffr

A global storage and information management firm located in Boston is seeking a Financial Controller to lead the Financial Controllership for their Global Digital Business Unit. This role requires a proven background in financial accounting and expertise in US GAAP. The ideal candidate will work closely with multiple stakeholders to ensure accurate reporting and drive improvements in accounting practices. A competitive salary range of $120,500 to $160,600 is offered along with remote work options. #J-18808-Ljbffr

A tax consulting firm is seeking a Senior Tax Manager in a fully remote role. You will provide tax compliance, consulting, and planning services primarily for high-net-worth individuals. The position requires a CPA and over 8 years of experience in tax planning, leadership skills, and a strong background in federal compliance. This role offers the opportunity to grow in a collaborative environment that values work/life balance, with competitive salary ranging from $122,300 to $231,870 based on qualifications. #J-18808-Ljbffr

A professional services firm is seeking a Senior Tax Manager to provide tax compliance and consulting services primarily for high-net-worth individuals. This fully remote position requires 8+ years of experience in tax planning and a CPA certification. Responsibilities include leading client engagements, performing technical reviews of tax returns, and mentoring staff. The firm values flexibility and work/life balance, offering a supportive work environment with professional development opportunities. #J-18808-Ljbffr