Senior Finance Analyst jobs at CARE

Lutheran Social Services of WI and Upper MI is currently seeking a Senior Project Accountant to join our team. This is a full-time, benefit eligible, hybrid opportunity with office hours required in West Allis or Eau Claire every Thursday. (Please note: For payroll purposes, all hybrid employees must reside in Wisconsin, Upper Michigan or Minnesota.) Under the direction of the Director of Accounting, the Senior Accountant provides excellent customer service to all those needing financial data to make decisions within the Agency. The Senior Accountant is a member of the LSS Financial Services Team and provides fiscal management services for program directors, supervisors, managers and team leaders. The Senior Accountant is responsible for assisting in the recording of accurate and timely financial information and other projects and duties as assigned. The position works in concert with Financial Services Team members. Essential Duties and responsibilities: This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary. Works in a collaborative team environment, working towards common strategic goals. Under general direction, apply principles of accounting to record financial information and prepare financial reports. This includes compliance with all applicable accounting standards and agencies, such as Generally Accepted Accounting Principles, Government Auditing Standards and U.S. Department of Housing and Urban Development. Design, recommend and coordinate implementation of internal control procedures to ensure proper transaction recording. Obtain and maintain a thorough understanding of the accounting software, financial reporting and general ledger structure, including consolidated and non-consolidated entities which will involve intercompany and elimination accounting and proper mapping to financial reports and statements. May be responsible for multiple HUD or tax credit projects, which include all accounting processes and procedures, reporting, and leading an audit with an external firm. May also include financial statement entry into the HUD Real Estate Assessment Center system. Initiate and oversee various day-to-day banking transactions. Complete 990 (Return of Organization Exempt from Income Tax) tax forms accurately and timely. Prepare and document general ledger entries including proper support. Complete and resolve assigned complex account reconciliations independently. Prepare monthly expense-based invoices and supporting documentation for the funders of various programs and follow through with collecting timely payments. Compile and prepare financial data, analysis and reports using various software and financial applications. May proactively assist in the preparation for the LSS consolidated annual financial and single audits, including preparation of schedules and reports. Assist in the creation of standardized policies and procedures to support accounting practice within the general ledger that is shared across the agency. Support in the preparation of annual budgets as needed. Initiate, establish and maintain effective internal and external working relationships, including partnering with programs and project personnel by providing financial support, fluctuation analysis and responding timely to inquiries. Stay abreast of and be actively engaged in implementation of employee training for changing business requirements including documentation of processes and procedures. Be a resource to finance team members. Be proactive and facilitate project assignments. Maintain high ethical standards in financial reporting. Communicate concisely and effectively while also demonstrating positivity. ADDITIONAL AGENCY REQUIREMENTS: Must comply with agency and departmental policies and regulations. Must relate to individuals and families of varied ethnic and cultural backgrounds, ages, and economic circumstances with respect and dignity. Must support the Mission, Vision and Values of the Agency. PERKS: Public Service Loan Forgiveness (PSLF) By being employed with LSS, which is a non-profit agency, you can be eligible for loan forgiveness under the Public Service Loan Forgiveness program. Loans are eligible to be forgiven after 10 years of on-time and consistent payments through the income-based re-payment plan. Assistance navigating the PSLF through Summer Medical/Dental/Vision Insurance Flex Spending for Dependent & Health Care Mileage reimbursement Paid Time Off 10 Paid Holidays Ability to Contribute to 403B LSS makes annual raises a priority for employees Calm Wellness App - Premium Access Student loan navigation program with Summer, PBC Early Earned Wage Access with UKG Wallet Employee Assistance Program Service Awards and Recognition Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Upon offer, candidates must successfully complete the necessary background, caregiver, medical and any other checks required, according to program requirements . Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Position requires knowledge, skills and abilities typically acquired with 3+ years of experience in financial accounting and/or auditing experience. Knowledge, skills and abilities include: Bachelor's degree in accounting is required. CPA license is a plus. Strong technical skills in the areas of GAAP accounting, financial reporting, and analysis. Advanced proficiency in Microsoft Excel specifically using v-lookups and pivot tables. Ability to investigate issues, apply accounting principles and use sound judgement to make recommendations for solutions. Ability to read, review, and understand financial statements/records and make recommendations as needed. Ability to break down accounting concepts and explain information to non-accounting colleagues. Effective written and verbal communication skills, including participating in discussions with upper management, executive levels of leadership and/or investors. Demonstrate flexibility and ability to manage multiple priorities and deadlines. Exceptional work ethic and proper attention to detail are essential to be successful in this role. Ability to assist with mentoring colleagues. Ability to provide a high level of customer support. Ability to effectively collaborate amongst team members and across teams. CERTIFICATES, LICENSES, REGISTRATIONS: The incumbent of this position must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements. LANGUAGE SKILLS: Ability to communicate both in verbal and written format, effectively and efficiently in job. Employee must be able to read and understand English and US Dollar currency. Employee must be able to read, analyze, and interpret common technical journals, financial reports, and legal documents. Employee must be able to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Employee must have the ability to effectively present information to customers, vendors and other employees of the organization. COMPUTER SKILLS/TECHNOLOGY: To perform this job successfully, an individual should have knowledge and proficiency in the use of software and financial applications, databases, spreadsheets, and word processing. PHYSICAL DEMANDS/WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds, carrying and moving printed records and printer paper. Specific vision abilities required by this job include close vision and the ability to adjust focus. The incumbent of this position works in a hybrid environment. Working from home is available for a substantial portion of work time, however, there may be time when it is required to be in the office for team support and meetings and during peak work times. Includes also working in an air-conditioned, office environment. The incumbent will also be exposed to outdoor weather conditions when traveling on company business. The noise level in the work environment is usually moderate. TRAVEL: Position does not require regular travel but may be asked to travel on day and overnight trips as necessary. LSS is an Equal Opportunity/Affirmative Action employer.

Lutheran Social Services of WI and Upper MI is currently seeking a Senior Project Accountant to join our team. This is a full-time, benefit eligible, hybrid opportunity with office hours required in West Allis or Eau Claire every Thursday. (Please note: For payroll purposes, all hybrid employees must reside in Wisconsin, Upper Michigan or Minnesota.) Under the direction of the Director of Accounting, the Senior Accountant provides excellent customer service to all those needing financial data to make decisions within the Agency. The Senior Accountant is a member of the LSS Financial Services Team and provides fiscal management services for program directors, supervisors, managers and team leaders. The Senior Accountant is responsible for assisting in the recording of accurate and timely financial information and other projects and duties as assigned. The position works in concert with Financial Services Team members. Essential Duties and responsibilities: This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary. Works in a collaborative team environment, working towards common strategic goals. Under general direction, apply principles of accounting to record financial information and prepare financial reports. This includes compliance with all applicable accounting standards and agencies, such as Generally Accepted Accounting Principles, Government Auditing Standards and U.S. Department of Housing and Urban Development. Design, recommend and coordinate implementation of internal control procedures to ensure proper transaction recording. Obtain and maintain a thorough understanding of the accounting software, financial reporting and general ledger structure, including consolidated and non-consolidated entities which will involve intercompany and elimination accounting and proper mapping to financial reports and statements. May be responsible for multiple HUD or tax credit projects, which include all accounting processes and procedures, reporting, and leading an audit with an external firm. May also include financial statement entry into the HUD Real Estate Assessment Center system. Initiate and oversee various day-to-day banking transactions. Complete 990 (Return of Organization Exempt from Income Tax) tax forms accurately and timely. Prepare and document general ledger entries including proper support. Complete and resolve assigned complex account reconciliations independently. Prepare monthly expense-based invoices and supporting documentation for the funders of various programs and follow through with collecting timely payments. Compile and prepare financial data, analysis and reports using various software and financial applications. May proactively assist in the preparation for the LSS consolidated annual financial and single audits, including preparation of schedules and reports. Assist in the creation of standardized policies and procedures to support accounting practice within the general ledger that is shared across the agency. Support in the preparation of annual budgets as needed. Initiate, establish and maintain effective internal and external working relationships, including partnering with programs and project personnel by providing financial support, fluctuation analysis and responding timely to inquiries. Stay abreast of and be actively engaged in implementation of employee training for changing business requirements including documentation of processes and procedures. Be a resource to finance team members. Be proactive and facilitate project assignments. Maintain high ethical standards in financial reporting. Communicate concisely and effectively while also demonstrating positivity. ADDITIONAL AGENCY REQUIREMENTS: Must comply with agency and departmental policies and regulations. Must relate to individuals and families of varied ethnic and cultural backgrounds, ages, and economic circumstances with respect and dignity. Must support the Mission, Vision and Values of the Agency. PERKS: Public Service Loan Forgiveness (PSLF) By being employed with LSS, which is a non-profit agency, you can be eligible for loan forgiveness under the Public Service Loan Forgiveness program. Loans are eligible to be forgiven after 10 years of on-time and consistent payments through the income-based re-payment plan. Assistance navigating the PSLF through Summer Medical/Dental/Vision Insurance Flex Spending for Dependent & Health Care Mileage reimbursement Paid Time Off 10 Paid Holidays Ability to Contribute to 403B LSS makes annual raises a priority for employees Calm Wellness App - Premium Access Student loan navigation program with Summer, PBC Early Earned Wage Access with UKG Wallet Employee Assistance Program Service Awards and Recognition Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Upon offer, candidates must successfully complete the necessary background, caregiver, medical and any other checks required, according to program requirements . Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Position requires knowledge, skills and abilities typically acquired with 3+ years of experience in financial accounting and/or auditing experience. Knowledge, skills and abilities include: Bachelor's degree in accounting is required. CPA license is a plus. Strong technical skills in the areas of GAAP accounting, financial reporting, and analysis. Advanced proficiency in Microsoft Excel specifically using v-lookups and pivot tables. Ability to investigate issues, apply accounting principles and use sound judgement to make recommendations for solutions. Ability to read, review, and understand financial statements/records and make recommendations as needed. Ability to break down accounting concepts and explain information to non-accounting colleagues. Effective written and verbal communication skills, including participating in discussions with upper management, executive levels of leadership and/or investors. Demonstrate flexibility and ability to manage multiple priorities and deadlines. Exceptional work ethic and proper attention to detail are essential to be successful in this role. Ability to assist with mentoring colleagues. Ability to provide a high level of customer support. Ability to effectively collaborate amongst team members and across teams. CERTIFICATES, LICENSES, REGISTRATIONS: The incumbent of this position must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements. LANGUAGE SKILLS: Ability to communicate both in verbal and written format, effectively and efficiently in job. Employee must be able to read and understand English and US Dollar currency. Employee must be able to read, analyze, and interpret common technical journals, financial reports, and legal documents. Employee must be able to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Employee must have the ability to effectively present information to customers, vendors and other employees of the organization. COMPUTER SKILLS/TECHNOLOGY: To perform this job successfully, an individual should have knowledge and proficiency in the use of software and financial applications, databases, spreadsheets, and word processing. PHYSICAL DEMANDS/WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds, carrying and moving printed records and printer paper. Specific vision abilities required by this job include close vision and the ability to adjust focus. The incumbent of this position works in a hybrid environment. Working from home is available for a substantial portion of work time, however, there may be time when it is required to be in the office for team support and meetings and during peak work times. Includes also working in an air-conditioned, office environment. The incumbent will also be exposed to outdoor weather conditions when traveling on company business. The noise level in the work environment is usually moderate. TRAVEL: Position does not require regular travel but may be asked to travel on day and overnight trips as necessary. LSS is an Equal Opportunity/Affirmative Action employer.

Lutheran Social Services of WI and Upper MI is currently seeking a Senior Project Accountant to join our team. This is a full-time, benefit eligible, hybrid opportunity with office hours required in West Allis or Eau Claire every Thursday. (Please note: For payroll purposes, all hybrid employees must reside in Wisconsin, Upper Michigan or Minnesota.) Under the direction of the Director of Accounting, the Senior Accountant provides excellent customer service to all those needing financial data to make decisions within the Agency. The Senior Accountant is a member of the LSS Financial Services Team and provides fiscal management services for program directors, supervisors, managers and team leaders. The Senior Accountant is responsible for assisting in the recording of accurate and timely financial information and other projects and duties as assigned. The position works in concert with Financial Services Team members. Essential Duties and responsibilities: This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary. Works in a collaborative team environment, working towards common strategic goals. Under general direction, apply principles of accounting to record financial information and prepare financial reports. This includes compliance with all applicable accounting standards and agencies, such as Generally Accepted Accounting Principles, Government Auditing Standards and U.S. Department of Housing and Urban Development. Design, recommend and coordinate implementation of internal control procedures to ensure proper transaction recording. Obtain and maintain a thorough understanding of the accounting software, financial reporting and general ledger structure, including consolidated and non-consolidated entities which will involve intercompany and elimination accounting and proper mapping to financial reports and statements. May be responsible for multiple HUD or tax credit projects, which include all accounting processes and procedures, reporting, and leading an audit with an external firm. May also include financial statement entry into the HUD Real Estate Assessment Center system. Initiate and oversee various day-to-day banking transactions. Complete 990 (Return of Organization Exempt from Income Tax) tax forms accurately and timely. Prepare and document general ledger entries including proper support. Complete and resolve assigned complex account reconciliations independently. Prepare monthly expense-based invoices and supporting documentation for the funders of various programs and follow through with collecting timely payments. Compile and prepare financial data, analysis and reports using various software and financial applications. May proactively assist in the preparation for the LSS consolidated annual financial and single audits, including preparation of schedules and reports. Assist in the creation of standardized policies and procedures to support accounting practice within the general ledger that is shared across the agency. Support in the preparation of annual budgets as needed. Initiate, establish and maintain effective internal and external working relationships, including partnering with programs and project personnel by providing financial support, fluctuation analysis and responding timely to inquiries. Stay abreast of and be actively engaged in implementation of employee training for changing business requirements including documentation of processes and procedures. Be a resource to finance team members. Be proactive and facilitate project assignments. Maintain high ethical standards in financial reporting. Communicate concisely and effectively while also demonstrating positivity. ADDITIONAL AGENCY REQUIREMENTS: Must comply with agency and departmental policies and regulations. Must relate to individuals and families of varied ethnic and cultural backgrounds, ages, and economic circumstances with respect and dignity. Must support the Mission, Vision and Values of the Agency. PERKS: Public Service Loan Forgiveness (PSLF) By being employed with LSS, which is a non-profit agency, you can be eligible for loan forgiveness under the Public Service Loan Forgiveness program. Loans are eligible to be forgiven after 10 years of on-time and consistent payments through the income-based re-payment plan. Assistance navigating the PSLF through Summer Medical/Dental/Vision Insurance Flex Spending for Dependent & Health Care Mileage reimbursement Paid Time Off 10 Paid Holidays Ability to Contribute to 403B LSS makes annual raises a priority for employees Calm Wellness App - Premium Access Student loan navigation program with Summer, PBC Early Earned Wage Access with UKG Wallet Employee Assistance Program Service Awards and Recognition Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Upon offer, candidates must successfully complete the necessary background, caregiver, medical and any other checks required, according to program requirements . Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Position requires knowledge, skills and abilities typically acquired with 3+ years of experience in financial accounting and/or auditing experience. Knowledge, skills and abilities include: Bachelor's degree in accounting is required. CPA license is a plus. Strong technical skills in the areas of GAAP accounting, financial reporting, and analysis. Advanced proficiency in Microsoft Excel specifically using v-lookups and pivot tables. Ability to investigate issues, apply accounting principles and use sound judgement to make recommendations for solutions. Ability to read, review, and understand financial statements/records and make recommendations as needed. Ability to break down accounting concepts and explain information to non-accounting colleagues. Effective written and verbal communication skills, including participating in discussions with upper management, executive levels of leadership and/or investors. Demonstrate flexibility and ability to manage multiple priorities and deadlines. Exceptional work ethic and proper attention to detail are essential to be successful in this role. Ability to assist with mentoring colleagues. Ability to provide a high level of customer support. Ability to effectively collaborate amongst team members and across teams. CERTIFICATES, LICENSES, REGISTRATIONS: The incumbent of this position must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements. LANGUAGE SKILLS: Ability to communicate both in verbal and written format, effectively and efficiently in job. Employee must be able to read and understand English and US Dollar currency. Employee must be able to read, analyze, and interpret common technical journals, financial reports, and legal documents. Employee must be able to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Employee must have the ability to effectively present information to customers, vendors and other employees of the organization. COMPUTER SKILLS/TECHNOLOGY: To perform this job successfully, an individual should have knowledge and proficiency in the use of software and financial applications, databases, spreadsheets, and word processing. PHYSICAL DEMANDS/WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds, carrying and moving printed records and printer paper. Specific vision abilities required by this job include close vision and the ability to adjust focus. The incumbent of this position works in a hybrid environment. Working from home is available for a substantial portion of work time, however, there may be time when it is required to be in the office for team support and meetings and during peak work times. Includes also working in an air-conditioned, office environment. The incumbent will also be exposed to outdoor weather conditions when traveling on company business. The noise level in the work environment is usually moderate. TRAVEL: Position does not require regular travel but may be asked to travel on day and overnight trips as necessary. LSS is an Equal Opportunity/Affirmative Action employer.

The Senior Financial Analyst will play a key role in supporting the financial planning, reporting, and analysis needs of our construction and real estate development operations. This role partners closely with project managers, development teams, accounting, and executive leadership to ensure accurate budgeting, forecasting, and performance reporting across multiple active projects. The ideal candidate brings strong analytical skills, a solid understanding of construction financials, and experience supporting full project lifecycles. Key Responsibilities Project Financial Management Develop, maintain, and refine detailed project budgets, cost forecasts, and cash flow projections for construction and development projects. Perform budget vs. actual cost analysis, highlight variances, and collaborate with project teams to identify cost drivers, risks, and opportunities. Support monthly Work-in-Progress (WIP) reporting, including revenue recognition, percentage-of-completion calculations, and margin analysis. Assist in preparing and updating pro forma financial models for development projects, including scenario analysis, return metrics, and feasibility assessments. Track and analyze project invoices, commitments, and cost-to-complete reports to support accurate forecasting. Financial Planning & Analysis Prepare monthly, quarterly, and annual financial reports for management, lenders, and internal stakeholders. Support companywide forecasting, long-term planning, and budgeting cycles. Develop dashboards, KPIs, and performance analysis tools to support operational and strategic decision-making. Conduct ad hoc financial modeling and analysis for acquisitions, dispositions, capital planning, and new development opportunities. Cross-Functional Collaboration Partner with accounting, project management, and development teams to ensure consistent project financial data and reporting accuracy. Present financial insights, trends, and recommendations to senior leadership. Qualifications & Requirements Bachelor's degree in Accounting, Finance, Business, Economics, or related field required. 2-6 years of experience as a Financial Analyst, preferably within the construction, real estate development, or general contracting industry. Strong understanding of construction cost structures, project financials, and development lifecycles. Hands-on experience with project budget creation and management, forecasting and cash flow analysis, Budget vs. actual variance analysis WIP reporting and revenue recognition, Pro forma modeling for development projects Advanced Excel skills (pivot tables, advanced formulas, financial modeling). Strong analytical, organizational, and communication skills. Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

ASME helps the global engineering community develop solutions to real-world challenges. Founded in 1880 as The American Society of Mechanical Engineers, ASME is a nonprofit professional organization that enables collaboration, knowledge sharing, and skill development across all engineering disciplines, while promoting the vital role of the engineer in society. ASME codes and standards, publications, conferences, continuing education, and professional development programs provide a foundation for advancing technical knowledge and a safer world. From college students and early-career engineers to project managers, corporate executives, researchers, and academic leaders, ASME's members are as diverse as the engineering community itself. ASME is seeking a Sr. Financial Analyst to join our team, supporting a wide range of duties including financial reporting, forecasting, financial analysis, data analysis, and process improvement. This individual will be a lead financial liaison to business units across ASME and its subsidiaries and will assist with the financial reporting team processes, such as monthly and quarterly management and KPI reporting. They will be responsible for gathering, preparing, and analyzing data to create high-quality presentations, charts, and dashboards for analysis by ASME staff and Executive management. Position will be responsible for building strategic partnerships with business areas, specifically Programs, Publishing, and the ASME Foundation, among others, and providing budgeting, reporting, analytical, and operational guidance. In addition, this position will provide a monthly thorough analysis of variances to identify key financial drivers and key performance indicators for business units. This position will also be involved with potential system implementation, specifically the implementation of new general ledger software. Principal Responsibilities: Financial and Operational Data Analysis Business Intelligence Reporting Process Improvement Financial Reporting Planning, Budgeting, and Forecasting Strategic Problem Solving System Implementations Key Qualifications: A college degree is required in Finance or Accounting. MBA and/or CPA preferred but not required. 4 - 6 years of progressive finance experience, preferably in a Financial Analyst capacity. Excellent written and oral communication skills with special attention to detail Analytical orientation with the ability to maintain composure and keep focus under tight deadlines Ability to handle multiple priorities simultaneously under pressure in a team environment Capable of streamlining financial functions and developing solutions that provide self-service reporting and analysis to end-users Candidate must have previous experience with: Preparing and analyzing financial statements Building and maintaining partnerships with teams and providing financial information and knowledge Strong software skills, including: Business Intelligence Tool (e.g., Tableau, Power BI) Financial Reporting Package (e.g., Hyperion, Oracle Essbase, SAP Financials, Jedox) Advanced knowledge of Excel Major Financial System application knowledge (e.g., Oracle Fusion, SAP, Great Plains Strong database knowledge Microsoft Word, PowerPoint, SharePoint, Outlook The individual will work with various business units and must possess the ability to work effectively in teams. They must maintain professionalism and a positive attitude under tight time frames. This role is eligible for a remote work arrangement. Periodic business travel will be required, including but not limited to ASME Offices, which are currently located in NYC (headquarters), NJ, DC, and TX. ASME is proud to be an Equal Opportunity Employer. At ASME, we nurture an inclusive environment, and we encourage, support, and celebrate diversity in the workplace. All qualified applicants will receive consideration for employment and will not be discriminated against based on race, color, religion, sex (including pregnancy), national origin, age, gender identity & expression, sexual orientation, genetic information, citizenship status, disability, or protected veteran, military status, or any other basis protected by law. Our Equal Employment Opportunity policy pertains to every aspect of an individual's relationship with the organization, including but not limited to recruitment, hiring, compensation, benefits, training and development, promotion, programs, and all other terms and conditions of employment. Annual base salary may vary based on geographic location. The New York City Metro salary range for this position is estimated to be between $90,000 - $93,000.00 per year. Only those candidates selected for further consideration will be contacted.

Are you ready for a change? At GS1 US, employees at every level play a vital role and provide a meaningful voice on issues that affect consumers across the country. We are a small company with a world-class culture. We make a huge impact on the way the world does business. What is in it for you: As a Dynamics 365 Finance & Operations (D365 FO) Analyst at GS1 US, you will be responsible for the implementation, configuration, support and optimization of D365 FO to meet evolving business needs. In return you'll be rewarded with great pay and benefits in a hybrid work culture. You'll work at a high-performance company with a world-class culture that invests in its employees. We don't just say culture is important to us, we have the data to back it up. We are currently recruiting for this position, which offers a salary range of $95,000 to $115,000. This position qualifies for participation in our annual employee bonus program. This position is also eligible for company-sponsored benefits, which include: Health (medical, RX, dental, vision) - effective immediately 401(k) with Employer Safe Harbor and Profit Sharing Contributions - effective immediately Short and Long Term Disability Coverage Mental Health and Wellbeing (6 employer sponsored therapy and coaching sessions) Individual Wellness Platform Paid Parental Leave Generous PTO and Company Paid Holidays LinkedIn Learning Tuition Reimbursement Kudos (employee recognition and engagement platform) Catered Lunches 2x/week on in office days Who you are: You have deep functional and technical expertise in D365 FO, complemented by strong analytical and problem-solving skills. You can collaborate effectively across departments to drive digital transformation initiatives. You can communicate clearly and professionally, both verbally and in writing, and excel at managing complex challenges independently or as part of a team. Your background includes a bachelor's degree in a related field or equivalent experience, Agile/SAFe certification, and at least three years working with D365 FO. You have served as a Business Analyst or Systems Analyst, and your experience with Power Platform, Azure DevOps, and Lifecycle Services (LCS) is an asset. Dynamics 365 Certification is preferred. What you will do: As a Dynamics 365 Finance & Operations Analyst, you will collaborate closely with the Business Applications team and Product Management to understand and support the needs of our customers (both internal and external) to help design, build, and maintain world-class solutions. You will capture and refine feature and story definitions to ensure business requirements are met, providing clear guidance to development teams on product purpose, vision, requirements, and priorities. Here are a few more details about the role (other duties may be assigned): Administer and maintain Microsoft Dynamics 365 FO, including user setup, security roles, configurations and customizations using standard tools and best practices Work with developers and third-party vendors to integrate D365 FO with other business systems Stay current with Dynamics 365 updates and recommend improvements or new features Work toward a broad functional and basic technical understanding of the overall business applications landscape, including but not limited to MS D365 FO and D365 CE, the GS1 US Store, and other integrated systems Execute functional testing and provide demonstrations of business application functionality Build positive relationships with internal customers and external business partners and coordinate with peers to provide solution recommendations Provide end-user training, documentation, and support to ensure effective system usage Provide application support, troubleshoot and resolve issues, working with Microsoft and other third-party support teams when necessary Participate in data migration, integration, and testing activities Monitor system performance and recommend improvements for scalability and efficiency Ready to be part of a team that believes the identification of everything makes anything possible? Apply today - we can't wait to hear your story. GS1 US is not accepting unsolicited resumes from search or staffing firms. All resumes submitted by search or staffing firms to any employee at GS1 US via email, internet, or directly without a valid written search agreement will be deemed the sole property of GS1 US, and no fee will be paid in the event a candidate is hired by GS1 US. GS1 US is an Equal Opportunity Employer - All qualified applications will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin.

The John D. and Catherine T. MacArthur Foundation is one of the nation's largest independent foundations. The Foundation supports creative people, effective institutions, and influential networks building a more just, verdant, and peaceful world. We work on a few big bets that strive toward transformative change in areas of profound concern, including the existential threats of climate change, the challenges of criminal justice reform, revitalizing local news in the U.S., and corruption in Nigeria. In addition, we maintain enduring commitments in our hometown Chicago, where we invest in people, places, and partnerships to build a more inclusive Chicago and in journalism and media, where we invest in more just and inclusive news and narratives. We also make awards to extraordinarily creative individuals through the MacArthur Fellows program and for solutions to critical problems of our time through 100&Change. For more information, please visit our website at ***************** The Foundation's investment team is responsible for managing the Foundation's $9 billion investment portfolio. The money is managed in a globally diversified/multi asset class portfolio with the objective of earning a 5% real return annually. This portfolio is the source of funds for the Foundation's grant making activity and other organizational expenses. The Senior Analyst, Real Assets and Sustainable Investments supports and works closely with the Managing Director, Real Assets and Sustainable Investments in all areas associated with managing the collective portfolios of real estate, natural resources and sustainable investments, which, in aggregate, comprise approximately 10% of the Foundation's endowment. Essential Duties and Responsibilities: Participate in all aspects of portfolio management including sourcing, evaluating, selecting and monitoring investment managers for the portfolio. Specific responsibilities include: Proactively searching for potential investment opportunities Meeting with prospective investment managers Conducting appropriate market and investment research Performing investment and operational due diligence Preparing documentation and presentations associated with new and follow-on investments Monitor the performance and activities of the Foundation's real asset and sustainable portfolio; meet with existing investment managers and stay informed on activities of each fund and the organizational changes of each manager Manage the financial reporting of the portfolio, including return reconciliation and performance attribution Primarily responsible for coordinating and managing administrative support as it relates to the Real Assets and Sustainable portfolios May perform other duties as assigned. Qualifications: A bachelor's degree in business, finance or related field; advanced degree or master's degree in business, finance or related field preferred Progress toward a professional credential (e.g. CFA charter holder) is a plus At least five years of work experience, including at least three years of investment experience in evaluating investment opportunities and making recommendations from an institutional and/or long-term perspective, with working knowledge of real estate and/or private equity investments preferred. Strong understanding of capital markets and diverse investment strategies Excellent written and verbal communication skills Strong MS Office skills; proficient in Excel A self-starter who has demonstrated intellectual curiosity and deep interest in investing, with the ability to conduct independent research on various subjects A person of high ethical standards and integrity Excellent team player with a collaborative work style Comfortable working in a fast- paced environment The position is hybrid and based in Chicago, Illinois. Annual salary for this role will start at $150,000. This position is also eligible for an incentive bonus of up to 70% of the base salary. We offer a generous total compensation package that emphasizes both base salary and a comprehensive benefits package to support your life, health, and well-being. Physical Requirements and Work Environment The work environment is an office setting. Intermittent physical activities will include bending, reaching, sitting, and moving around the office during working hours. Requests for reasonable accommodations will be considered to enable a person with disabilities to perform the job. Reasonable accommodations are also available during the interview process.

ABOUT THE ROLE The Go-to-Market (GTM) Finance team at Peloton combines rigorous analysis with a strategic mindset to (i) build the forecast for Peloton's Sales, Subscription, and Accessories businesses, (ii) communicate forecasts and performance trends to senior leadership and cross-functional stakeholders, (iii) facilitate strategic decision-making to drive growth, and (iv) serve as the finance business partner to the Marketing organization. Our team comprises highly analytical individuals who know how to extract meaning from data and distill that into a clear and actionable narrative for senior leadership. Members of the team have regular opportunities to interact with leaders across the C-suite. We care deeply about Peloton's mission, the broader Peloton community, and one another. As a Senior Analyst, you will own the global sales forecast for Peloton's connected fitness hardware (i.e., Bike, Tread, and Row) and facilitate financial planning and strategic decision making for the business through both forecasting and ad hoc analyses. To be successful in this role, you must approach problem-solving with an analytical lens, grounding your assumptions in data; you must be able to collaborate effectively with stakeholders and partners across the organization (including Marketing, Product, and Supply Chain Operations); you must be flexible and willing to adapt your work to the needs of the business; and finally, you must operate with a strong bias for action and continuous improvement. This role reports to the Director of GTM Finance. It is based onsite in our New York, NY office, and requires in-person attendance at least three days each week (Tuesday through Thursday). YOUR DAILY IMPACT AT PELOTON Build financial models to forecast the growth of connected fitness hardware sales for Peloton's global markets Present your analyses and insights to company leadership (with as much focus on the “why” as the “what”) Develop a deep understanding of factors influencing demand for Peloton's products Innovate new ways of measuring and predicting relevant demand drivers and apply a continuous improvement approach to forecast methodology and accuracy Collaborate and serve as a thought-partner to stakeholders and partners across the organization Drive business decisions through data-driven recommendations and support ad hoc analyses for strategic initiatives YOU BRING TO PELOTON 3+ years of experience in a highly analytical function (such as consulting, investment banking, strategic finance, FP&A, and/or an analytical role at a fast-growing company). Exceptional attention to detail High level of proficiency in Microsoft Excel or Google Sheets and with ability to create accurate and easy-to-understand spreadsheet models Aptitude for organizing and analyzing very large data sets and curiosity that drives you to investigate and uncover insights that others might not see Ability to work independently under tight deadlines while staying organized and focused on agreed upon priorities Ability to work collaboratively and cross-functionally in a fast-paced, dynamic work environment. Proactive, positive, team-first mentality Experience working with data exploration and visualization tools (e.g. Looker) is a plus #LI-SS1 #LI-Hybrid The base salary range represents the low and high end of the anticipated salary range for this position based at our New York City headquarters. The actual base salary offered for this position will depend on numerous factors including, without limitation, experience and business objectives and if the location for the job changes. Our base salary is just one component of Peloton's competitive total rewards strategy that also includes annual equity awards and an Employee Stock Purchase Plan as well as other region-specific health and welfare benefits. As an organization, one of our top priorities is to maintain the health and wellbeing for our employees and their family. To achieve this goal, we offer robust and comprehensive benefits including: Medical, dental and vision insurance Generous paid time off policy Short-term and long-term disability Access to mental health services 401k, tuition reimbursement and student loan paydown plans Employee Stock Purchase Plan Fertility and adoption support and up to 18 weeks of paid parental leave Child care and family care discounts Free access to Peloton Digital App and apparel and product discounts Commuter benefits and Citi Bike Discount Pet insurance and so much more! Base Salary Range$106,300-$125,750 USD ABOUT PELOTON: Peloton (NASDAQ: PTON) provides Members with expert instruction, and world class content to create impactful and entertaining workout experiences for anyone, anywhere and at any stage in their fitness journey. At home, outdoors, traveling, or at the gym, Peloton brings together innovative hardware, distinctive software, and exclusive content. Founded in 2012 and headquartered in New York City, Peloton has millions of Members across the US, UK, Canada, Germany, Australia, and Austria. For more information, visit ******************* Peloton is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Equal employment opportunity has been, and will continue to be, a fundamental principle at Peloton, where all team members, applicants, and other covered persons are considered on the basis of their personal capabilities and qualifications without discrimination because of race, color, religion, sex, age, national origin, disability, pregnancy, genetic information, military or veteran status, sexual orientation, gender identity or expression, marital and civil partnership/union status, alienage or citizenship status, creed, genetic predisposition or carrier status, unemployment status, familial status, domestic violence, sexual violence or stalking victim status, caregiver status, or any other protected characteristic as established by applicable law. This policy of equal employment opportunity applies to all practices and procedures relating to recruitment and hiring, compensation, benefits, termination, and all other terms and conditions of employment. If you would like to request any accommodations from application through to interview, please email: applicantaccommodations@onepeloton.com. At Peloton, we embrace technology, including AI, to enhance productivity and accelerate innovation in the work we do for our members. However, in our hiring process, our priority remains in getting to know you and your unique qualifications. To ensure a fair and equitable process, we do not permit the use of AI tools during any stage of the application and interview process. In considering you as an applicant, we want to understand your skills, experiences, and motivations without mediation through an AI system. We also want to directly assess your communication skills without the use of an AI tool. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance and the San Francisco Fair Chance Ordinance, as applicable to applicants applying for positions in these jurisdictions. Please be aware that fictitious job openings, consulting engagements, solicitations, or employment offers may be circulated on the Internet in an attempt to obtain privileged information, or to induce you to pay a fee for services related to recruitment or training. Peloton does NOT charge any application, processing, or training fee at any stage of the recruitment or hiring process. All genuine job openings will be posted here on our careers page and all communications from the Peloton recruiting team and/or hiring managers will be from an @ onepeloton.com email address. If you have any doubts about the authenticity of an email, letter or telephone communication purportedly from, for, or on behalf of Peloton, please email applicantaccommodations@onepeloton.com before taking any further action in relation to the correspondence. Peloton does not accept unsolicited agency resumes. Agencies should not forward resumes to our jobs alias, Peloton employees or any other organization location. Peloton is not responsible for any agency fees related to unsolicited resumes.

Job Title: Senior Grants Financial AnalystDepartment: Finance Location: Oakland, CA preferred or remote. This position requires an ability to travel.Reports To: Director of Financial PerformanceSupervises: N/A Context: At the Sierra Club, we believe in the power of interdependence. Together, we remain committed to the fight for a healthy climate built on a foundation of environmental, racial, economic, and gender justice - a future where all people benefit from a healthy, thriving planet and a direct connection to nature. As the climate crisis and deeply entrenched systemic racism all fuel injustice, we will continue to fight for a bold, transformational agenda that recognizes the interconnectedness between our planet, our humanity, and our future. By recognizing that our destinies are tied, we continue to name that all things are fundamentally connected, and the overlap between ecology, race, gender, and representative government will move to either advance our collective humanity or to oppress it. Sierra Club has close to 800 staff across the country and a network of 64 local chapters that are led and fueled by thousands of volunteers. We are also proud to be a unionized employer, with three labor unions representing more than half of our employees. Scope: The Senior Grants Financial Analyst is responsible for providing financial analysis for various Sierra Club campaigns. Responsibilities include assisting and coordinating the budgeting, forecasting, and financial reporting of restricted grants within the Energy, Conservation and Outdoors campaigns, and selected departments (Environmental Law Program and Federal Policy); including preparing and maintaining fundraising and operating budgets and monthly and quarterly forecasts. Documents and reviews current business processes and recommends enhancements and efficiencies. Conducts special projects and resolves complex operating and financial issues.Job activities include but are not limited to: Prepares fundraising budgets, financial reports and participates in the preparation of other fundraising documents such as campaign business plans for foundations and major donors in collaboration with the campaign director, chapter directors, grant-writing staff and grants management team. Assists in the preparation of annual operating budgets and updated monthly forecasts to conduct monthly budget reviews with the campaign team in collaboration with the Director of Financial Performance, and key leaders. Monitors monthly campaign expenses for compliance with donor intent and budget guidelines. Generates ad hoc financial reports as requested by senior management or other stakeholders. Compares actual results to budget; provides labor and program expense analyses, cash flow projections and detailed forecasts on a monthly basis. Identifies grant spending issues for Campaign and Advancement staff. Collaborates with Campaigns, Departments and Advancement staff to review revenue projections, resolve discrepancies, and update operating budgets. Performs project expenditure reconciliations and related correcting journal entries. Maintains and updates campaign-specific activity codes in Sierra Club systems and maintains all required documentation for audit purposes. Participates in confidential meetings and discussions to determine staffing levels and staffing plans. Prepares confidential reports regarding availability of program funds, and analyzes proposed changes to staffing levels. Acts as a financial resource to campaign leads and staff throughout the organization. Identifies and tracks key drivers of financial performance and recommends improvements. Works closely with cross-functional teams to gather and analyze financial data, and communicate financial insights and recommendations effectively to non-financial stakeholders. Provide support and training to departments on financial processes and tools. Performs special projects and ad-hoc reports and miscellaneous duties as directed. The successful candidate must demonstrate the following skills, experience and competencies: 3-5 years of Financial Analysis/ FP&A experience with exposure to budgeting and forecasting, cost/benefit analysis, and financial systems, preferably in a 501c(3) or government fund accounting environment. Excellent analytical and problem-solving skills with a keen attention to detail. Strong organizational skills and ability to work effectively in a fast-paced, deadline driven environment. Has comfort with some ambiguity. Able to work independently and collaboratively, manage multiple assignments, to meet deadlines. Collaboration: Ability to work effectively with cross-functional teams and build strong relationships. Proficiency in Microsoft Excel and PowerPoint, with the ability to create detailed financial models and compelling presentations. Committed to evolution. You are committed to continuously deepening and evolving your own understanding of systems of oppression through study, openness, and humility. And you easily recognize your own relationship to privilege and power, examining and shifting your behaviors as appropriate. Uplifting and additive. You see mistakes as opportunities for growth; problems as catalysts for solutions, and inspire others along the journey. You carry a constructive approach, can-do attitude, a sense of humor, and authentic kindness wherever you go. The strongest candidates will also demonstrate the following skills, experience and competencies: Bachelor's degree in Finance, Accounting, Economics, or a related field or an equivalent experience Proficiency with financial applications (Workday, Netsuite, Adaptive, Salesforce) as well as google suite applications. Good working knowledge of IRS and tax regulations related to 501c(3) and 501c(4) funds administration and reporting and accounting procedures for grants administration. An effective collaborator and excellent communication skills: You've successfully worked across cultural lines on a dispersed team. You have brought together stakeholders from various roles, departments, and levels of seniority to achieve a common goal. You have a proven ability to oversee complex projects across a matrix-managed organization. $90,550 - $95,550 a year Compensation and BenefitsThe salary range for this position is $90,550 - 95,550 annually. The Sierra Club offers a competitive salary package commensurate with skills and experience plus excellent benefits that include medical, dental, and vision coverage, and a retirement savings 401(k) plan. This is a category 5, exempt, non-represented, confidential position. Sierra Club values the expertise and talents of foreign nationals. Sierra Club sponsors both nonimmigrant and immigrant visas when certain criteria are met, based on immigration laws and organizational needs. Such sponsorship is at the discretion of the Department Head and Sierra Club People Department in consultation with the employee's manager. The Sierra Club cannot guarantee the approval of a visa petition. The Sierra Club is an equal opportunity employer committed to workforce belonging. To ApplyThe Sierra Club provides equal employment and advancement opportunities to all staff members. Employment decisions are based on merit, qualifications, lived experience and skills. The Sierra Club does not discriminate in employment opportunities or practices on the basis of race, color, creed, religion, national origin, immigration status, socioeconomic status, ancestry, age, size, sex, sexual orientation, gender, gender identity, familial status, veteran status, disability, AIDS/HIV status, medical condition, prior conviction, arrest history, traits historically associated with race, including, but not limited to, hair texture and protective hairstyles, or any other characteristic protected by law. The Sierra Club values applicants who are people that identify as Black, Indigenous, and other minoritized groups; women; queer, transgender, gender non-conforming, and gender fluid people. Explore, enjoy and protect the planet. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years. As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our team members. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone's generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more. Role Overview: This Senior Investment Research Analyst position is within Pathstone's Chief Investment Office. The Chief Investment Office partners with the broader investment research team and advisory teams to deliver investment advice at scale across a variety of different client needs and customizations. The position is an excellent opportunity to play a key role in shaping portfolio construction and ensuring Pathstone's research is effectively reflected in client portfolios. This role goes beyond analysis-you will take ownership of projects and work closely with Client Advisors and the broader research team to communicate insights across the firm and to clients. Key Responsibilities: Build strong relationships across Pathstone's national advisory community and broader investment research team. Communicate investment insights and strategic decisions in a way that drives adoption and enhances advisor and client experience. Prepare thematic presentations and develop proprietary materials for internal teams and client-facing meetings. Respond to advisor requests for analysis on investment, strategy, and portfolio construction topics, supporting key meetings and prospect pitches. Conduct quantitative and qualitative evaluations of investment opportunities across public and private markets, including analyzing proprietary datasets, identifying trends and risks, and contributing to portfolio construction initiatives. Qualifications: Bachelor's degree is required. 2-5 years of experience in finance, consulting, economics, or a related field, with a preference for public markets experience in manager research or client advisory. Excellent organizational skills with the ability to balance time-sensitive priorities while maintaining attention to detail. Exceptional oral and written communication skills, including the ability to distill complex investment concepts into clear, actionable insights for diverse audiences-internal teams, advisors, and clients. Intellectually curious, proactive self-starter who thrives in a fast-paced, dynamic environment-able to anticipate issues, solve problems independently, and take initiative without waiting for direction. Strong interest in developing deep knowledge of financial markets and investment research, and a proven ability to work collaboratively as a team player. Willingness to travel to other offices or cities to support Client Advisors and the broader team. Value and model the attributes that make our firm great: collaboration, excellence, good judgment, initiative, innovation, integrity, and leadership. Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. Pathstone is proud to be an equal opportunity employer.

Senior Financial Analyst Are you a data-driven finance professional looking to make a meaningful impact? Join our dynamic team as a Senior Financial Analyst, where you'll play a key role in shaping the financial future of our company. In this high-visibility position, you'll lead efforts in monthly forecasting, reporting, annual budgeting, and strategic business case modeling. You'll be at the forefront of financial planning-structuring and conducting in-depth analyses that drive actionable insights, enhance forecasting accuracy, and support data-informed decision-making. Your work will directly influence executive-level reporting, including materials for Board of Directors meetings, bank compliance documentation, and key financial statement exhibits. This is more than just a numbers role-it's an opportunity to be a strategic partner in a fast-paced, collaborative environment where your expertise will help steer the company toward continued growth and success. The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today. Essential Job Duties and Responsibilities Job Duty Forecasting ·Assist with the monthly forecasting process by consolidating inputs, tracking variances and identifying key drivers of change and opportunities to improve accuracy and process. Budgeting ·Assist with the annual budgeting process by developing baseline growth models, driving the planning calendar and designing/creating executive-level rollups for presentation. Communicate and engage cross-functionally to ensure comprehensive budget tied to strategy. Business Analysis ·Identify, structure and conduct ad-hoc analysis to provide decision support and business insights. Perform analysis and modeling in support of RFPs, assessing P&L impacts and making recommendations. Reporting ·Contribute and own monthly business performance reporting. Summarize results, provide insights and explaining variances. Manage on-going Key Metric reporting. ·Prepare or assist in obtaining critical Corporate or business unit information for required financial reporting or other management meetings Minimum Qualifications Minimum Qualifications: The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job Education Level: (Required): Bachelor's Degree or equivalent experience (Preferred): MBA with emphasis in Finance or Analytics preferred Field of Study/Area of Experience: Finance, Economics, or Data Analytics - 3-5 years of experience in years of public accounting and/or large company equivalent experience Skills, Knowledge and Abilities -Financial analysis, key performance metrics, budgeting, planning, performance improvement initiatives, new business pro-forma modeling -Advanced experience with budgeting, forecasting, financial reporting, financial modeling, trend analysis, and ad hoc financial analysis. -Advanced Excel skills and data analysis skills, ideally with experience or interest in automation -Hands-on, strong grasp of corporate or business unit financial concepts and tools, inclusive of financial ratios and key metrics -Excellent written communication and verbal communication skills -Well-organized, detail-oriented, and able to handle a fast-paced work environment -Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines -Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook -Experience using computerized information systems used in financial and/or accounting applications Job Will Remain Open Until Filled Responsibilities The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today. Essential Job Duties and Responsibilities Job Duty Forecasting ·Assist with the monthly forecasting process by consolidating inputs, tracking variances and identifying key drivers of change and opportunities to improve accuracy and process. Budgeting ·Assist with the annual budgeting process by developing baseline growth models, driving the planning calendar and designing/creating executive-level rollups for presentation. Communicate and engage cross-functionally to ensure comprehensive budget tied to strategy. Business Analysis ·Identify, structure and conduct ad-hoc analysis to provide decision support and business insights. Perform analysis and modeling in support of RFPs, assessing P&L impacts and making recommendations. Reporting ·Contribute and own monthly business performance reporting. Summarize results, provide insights and explaining variances. Manage on-going Key Metric reporting. ·Prepare or assist in obtaining critical Corporate or business unit information for required financial reporting, bank compliance, or other management meetings Supervisory Responsibilities Direct Reports - This position does not have supervisory responsibilities for direct reports Indirect Reports - Does not have direct reports, but may delegate work of others and provide guidance, direction and mentoring to indirect reports Travel and/or Driving Requirements - Travel is an essential duty and function of this job. Driving is not an essential duty or function of this job. · Travel required on an as needed basis Minimum Qualifications Minimum Qualifications: The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job Education Level: (Required): Bachelor's Degree or equivalent experience (Preferred): MBA with emphasis in Finance or Analytics preferred Field of Study/Area of Experience: Finance, Economics, or Data Analytics - 3-5 years of experience in years of public accounting and/or large company equivalent experience Skills, Knowledge and Abilities -Financial analysis, key performance metrics, budgeting, planning, performance improvement initiatives, new business pro-forma modeling -Advanced experience with budgeting, forecasting, financial reporting, financial modeling, trend analysis, and ad hoc financial analysis. -Advanced Excel skills and data analysis skills, ideally with experience or interest in automation -Hands-on, strong grasp of corporate or business unit financial concepts and tools, inclusive of financial ratios and key metrics -Excellent written communication and verbal communication skills -Well-organized, detail-oriented, and able to handle a fast-paced work environment -Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines -Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook -Experience using computerized information systems used in financial and/or accounting applications Environmental & Physical Requirements Office / Sedentary Requirements Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds. Additional Information Regarding ASM Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. ASM reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. ASM shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Important Information The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified. The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

The overall purpose of this position is to provide financial support for multiple OUs. The individual is responsible for preparing annual budgets and forecasts as well as analyzing financial results, highlighting operational variances and identifying and resolving issues. He/She interfaces directly with all levels of management and serves as the primary contract to all functions within F&A. Additionally, he/she is responsible for identifying and suggesting opportunities for process improvements to support their client operations and financial reporting. The role reports to the Senior Director, Business Finance Solutions, as an individual contributor. He/She is to serve as SME for all financial related activities. He/She works independently and is required to complete most tasks with minimal supervision. The incumbent will be responsible to train staff in the OUs on financial related activities and tools used in order to conduct these activities. The incumbent will have the ability to collaborate across Treasury, Controllers and other IEEE OU's as this is essential in the role. The incumbent prepares the reports and analysis to the Senior Management and to some volunteer leadership. Accuracy in that data is paramount in order to be the stepping-stone to the presentations that the senior director will typically prepare and present from this analyst's work effort. Key Responsibilities * Support finances for multiple organizational units including budget & forecasting, financial reporting, ad hoc analysis, and all areas of expense and capital items and other projects. * Reconciles and maintains budget and forecast supporting schedules including categorizing and tracking updates by major line of business, prepaid expenses, OU chargebacks, accruals and miscellaneous journal entries. * Consolidates and analyzes financial trends by operational spend and key budget categories. * Interfaces and partners with OUs to support creation of budgets and forecasts including financial analysis and consultation to management, as needed. * Streamlines processes and ensures tools used to develop financials are efficient (Excel spreadsheets, Hyperion, Oracle) which involves working closely with IEEE Financial Planning & Analysis and IT staff, with the ultimate goal of automating processes to reduce manual work. * Oversees and monitors the financials to ensure all policies and procedures are being followed and to ensure actual expenditures are in line with budget and/or forecast; Partners with the Accounting team to understand results streams to ensure accuracy. * Manages cost centers including coding structure, understanding key accounts and cost center ownership; Works to streamline use of chart of accounts to increase efficiency; Understands the flow of accounting information especially the algorithms used for chargebacks that impact Infrastructure cost centers including expenses and purchased/reimbursed services in order to ensure accurate recording of financials, free from inconsistencies and errors. * Creates or updates standard operating procedures for OU documentation. * Conducts training for staff. * Develop and prepare agendas and presentations. Education * Bachelor's degree or equivalent experience Major in Business, Finance or Accounting or related business experience. Req Work Experience * 4-7 years Minimum of 4 years of professional experience required. Req * Accounting, budgeting, forecasting, and bookkeeping experience preferred. Pref Skills and Requirements * Technologically savvy with general ledgers, accounting software and database applications * Intermediate proficiency on MS Office suite and Visio. * Understanding of Hyperion, Oracle, Netsuite, Blackline. * Ability to communicate to management both verbally and written and develop presentation materials. * Organization, multitasking and coordination are key traits to possess for success to be achieved in this position. * Must be able to work in a cross-functional team * Excellent data analytical skills, follow up and deliverable driven are essential in this role. * Independent worker who is highly motivated and works successfully in a high paced environment with multiple priorities. Salary Range: $35-40/hr Other Requirements: As defined in IEEE Policies, individuals currently serving on an IEEE board or committee are not eligible to apply. PLEASE NOTE: This position is not budgeted for employer-sponsored immigration support, this includes all persons in F (both CPT and OPT), J, H, L, or O status. For information on work demands and conditions required for this position, please consult the reference document, ADA Requirements. This position is classified under Category I - Office Positions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. =============================================== Disclaimer: This is proprietary to IEEE. It outlines the general nature and key features performed by various positions that share the same job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties and qualifications required of all employees assigned to the job. Nothing in this job description restricts management's right to assign or re-assign duties to this job at any time due to reasonable accommodations or other business reasons.

Job Description Pax Christi Academies, Diocese of Orange Job Title: Finance Controller, Pax Christi Academies.Location: School SitesReports To: President, Pax Christi Academies.FLSA Status: Exempt Pax Christi Academies is a Christ-centered educational community committed to academic excellence, faith formation, and service. Guided by Catholic values, we seek to form students who are prepared to thrive academically, socially, and spiritually. Position Overview:The Financial Controller is a key member of the leadership team responsible for overseeing and managing the financial operations of Pax Christi Academies. This role ensures accuracy in accounting practices, compliance with regulatory requirements, effective financial planning, and stewardship of resources in alignment with our Catholic mission. Key Responsibilities: Because all Pax Christi Academies employees represent the Roman Catholic Church, they are expected to conduct themselves according to the goals and mission of the Church in performing their work. Financial Management & Reporting:Oversee day-to-day accounting operations, including accounts payable, accounts receivable, payroll, and general ledger.Prepare, analyze, and present accurate and timely monthly, quarterly, and annual financial statements.Ensure compliance with applicable regulations.Monitor cash flow, investments, and balance sheet management.Budgeting & Forecasting:Lead the annual budget process in collaboration with principals and leadership staff.Provide financial analysis, forecasting, and recommendations to support strategic decision-making.Track actual performance against budget and report variances with explanations and corrective actions.Internal Controls & ComplianceDevelop and maintain strong internal controls to safeguard assets and ensure accurate financial reporting.Oversee compliance with state, federal, and archdiocesan requirements.Coordinate annual audits and serve as the primary liaison with external auditors.Compliance and Risk Management:Ensure compliance with all relevant financial regulations, laws, and guidelines.Develop and maintain internal controls to safeguard PAX Christi's financial assets.Identify financial risks and develop mitigation strategies.Leadership & Collaboration:Supervise finance team staff, providing guidance, professional development, and support.Partner with school principals and operations managers to ensure proper financial stewardship at each campus.Communicate financial information clearly to both finance and non-finance stakeholders.Board/Stakeholder Engagement:Build and maintain relationships with key stakeholders, including school leaders, external auditors, and financial institutions.Communicate financial information effectively to non-financial stakeholders.Represent the financial interests of the group in meetings and negotiations.Qualifications:Bachelor's degree in Accounting, Finance, or related field (Master's degree or CPA preferred). Minimum 5 - 7 years of progressive financial management experience, preferably in education, nonprofit, or faith-based organizations.Strong knowledge of accounting systems (e.g., QuickBooks, FACTS, or similar).Proven leadership skills with the ability to manage and mentor staff.Excellent communication and interpersonal skills, with the ability to translate financial data into actionable insights.Alignment with and commitment to the Catholic values and mission of Pax Christi Academies. Core Competencies:Integrity and ethical judgment.Strategic and analytical thinking. Detail-oriented with strong organizational skills. Collaborative and mission-driven leadership.Ability to balance strategic vision with day-to-day operations.Salary Range: $130,000-$150,000 Work Conditions The position primarily involves work in an office setting within the parish premises, requiring frequent use of office equipment such as computers, telephones, printers, credit card swipe, postage machine, and filing systems. Evening and weekend work is required to accommodate parish programs and events. Must be available to adjust the schedule as needed to meet the needs of the parish community and ministry activities. Regular interaction with children, youth, adults, and volunteers in a professional and faith-based environment. Some local travel may be required for parish and diocesan meetings or events. Physical Requirements Ability to remain seated for extended periods while performing administrative tasks. Frequent walking, standing, and moving around the parish campus to support programs and events. Ability to lift and carry items up to 25 pounds, such as program materials, supplies, and event setups. Manual dexterity required for operating office equipment, creating materials, and managing paperwork. Visual and auditory ability to communicate effectively with staff, volunteers, and parishioners in person, via email, and by phone. Must be able to set up and dismantle chairs, tables, and other equipment needed for parish activities as required. Diocesan Openings

Founded in 2015 by Melinda French Gates, Pivotal expands opportunity and equality for all people through high-impact investments, philanthropy, and advocacy. We accelerate social progress by removing barriers that hold people back. Our impatience with the status quo is fueled by an optimism that progress is always possible. Inspired by our founder, we reach across communities and sectors to bring together changemakers who can scale up proven ideas and catalyze new ones. We learn from their experiences, amplify their resources, then step back so they can lead. We strive to be creative and innovative in our work and flexible in the approach we take to solving problems. ROLE DESCRIPTION The Interim Senior Analyst will be a key member of the organization's investment team, contributing to the sourcing, diligence, execution, and oversight of impact investments. The position will balance executional responsibilities with opportunities to take on ownership of end-to-end investment processes, requiring strong project management and relationship building skills. The Interim Senior Analyst will work closely with internal teams, external advisors, and portfolio partners to advance the organization's mission of catalyzing social impact and empowering women and girls worldwide. This role is expected to have a duration of 12 months. This means that, absent some change, the position will end within that timeframe as defined in the offer letter. ROLE RESPONSIBILITIES Investment Sourcing & Diligence. Collaborate with team to cultivate and manage pipeline of opportunities aligned with the Investment team's strategy. Assist in all aspects of due diligence process and lead when appropriate. Conduct quantitative and qualitative analysis and diligence, including market research, competitive landscape mapping, financial structuring and financial modeling. Participate in management team meetings, reference calls, and stakeholder interviews to assess investment opportunities. Draft high-quality investment memos and presentations for senior leadership and the Investment Committee. Lead thematic and sector research that informs investment strategy. Portfolio Management & Reporting Support relationships with portfolio of investees, including regular communication with fund managers, contractors and other partners. Review and analyze fund and/or portfolio company performance reports, tracking key performance indicators. Create and maintain portfolio dashboards, ensuring data accuracy and timely updates. Support and coordinate quarterly and annual portfolio reviews and reporting with internal and external partners. Internal Collaboration & Process Improvement Align with Program Strategy, Communications, and Legal teams on investment activities tied to organizational priorities. Support in creating educational materials and internal touchpoints on impact investing. Improve investment processes, tools, and reporting systems, including CRM, pipeline tracking and workflow optimization. Perform other job-related duties as assigned. CORE COMPETENCIES To perform this role successfully, individuals must demonstrate the qualities and behaviors aligned with our core competencies that define what success looks like across all roles. These core competencies reflect the expectations for how we work together, lead, grow, and deliver impact-regardless of function or level. Core competencies apply to all employees. Build and Maintain Trust Act with integrity and foster an inclusive and collaborative work environment. Is Inclusive - Advance a culture of equity and belonging. Act with Integrity - Tell the truth, take responsibility for your actions, meet your commitments, and act ethically. Collaborate - Build trusting relationships and treat people with dignity and respect. Drive Impact Deliver high-quality work that is aligned with Pivotal Strategic Initiatives. Solve Problems - Identify issues and seek diverse perspectives to develop potential solutions. Propel Work Forward - Take initiative, prioritize work appropriately, and complete work on time. Center Stewardship - Use resources responsibly, consider and manage risk, and follow Pivotal policies and procedures. Learn and Grow Demonstrate a commitment to continuous individual and organizational development. Contribute Constructively - Participate in advancing individual, team, and organization-wide well-being and resilience. Occupy Growth-Mindset - Embrace challenges, learn from mistakes, and focus on improvement. Share Knowledge - Document work appropriately, assess outcomes, and share explicit and tacit learning. REQUIRED QUALIFICATIONS Minimum 5-7 years of professional investment experience in venture capital, private equity, investment banking, consulting, asset management, or impact investing or an equivalent combination of advanced training and experience Strong analytical and critical thinking skills with demonstrated experience in financial modeling and valuation. Excellent writing and communication abilities, with skill in presenting complex ideas clearly. Highly organized, with the ability to manage multiple priorities and meet timelines under pressure. Experienced in building and fostering relationships with investment and portfolio partners. Enthusiasm and passion for investing and personal commitment to the important role that women and girls can play in transforming the world. Proficiency using Microsoft 365 (Outlook, Word, Excel, PowerPoint, OneNote, and SharePoint). Fluency in use of systems necessary to role (e.g., Salesforce, Workday). PREFERRED QUALIFICATIONS Strong proficiency in financial analysis and Excel-based modeling. Experience with CRM and reporting tools. Experience working with diverse stakeholders, both internal and external. EMPLOYMENT DETAILS Applications will be accepted through December 12th, 2025. Pivotal reserves the right to begin interviews and make a hiring decision before that date. The annual base compensation range for this role is $170,000- $179,100. This position is based in Pivotal's Washington, D.C. or Seattle offices. Remote may be considered for exceptionally qualified candidates in New York or San Francisco who are willing to travel. Benefits will be provided by your employer of record and currently include medical, dental, vision, life, disability, and long-term care insurance, fertility benefit, caregiving support, 144 hours of vacation, 96 hours of sick leave, 401k, HSA, FSA, and more. Eligibility for and the amount of benefits provided are governed by the terms of the applicable plan documents. To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Please note this job description is not designed to cover or contain a comprehensive list of duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, in Pivotal's discretion, with or without notice. Pivotal values diversity and is strongly committed to providing equal employment opportunity for all employees and all applicants seeking employment. All employment decisions at Pivotal are based on the candidate's or employee's capabilities and qualifications without regard to race (including traits associated with race, including hair texture and protective hairstyles such as afros, braids, locks, and twists), color, creed, religion, sex, gender, sexual orientation, gender expression or identity, pregnancy, childbirth, breastfeeding, age, national origin, ancestry, citizenship or immigration status, caste, veteran or military status, marital, parental, or familial status, disability (including sensory, physical, or mental disability), medical condition, genetic information or predisposing genetic characteristics, domestic violence victim status, political ideology, or any other status or characteristic protected by applicable law. Pivotal complies with federal, state, and local equal opportunity and disability laws and makes reasonable accommodation consistent with those laws for applicants and employees with disabilities. Please contact ************************************ for assistance and/or reasonable accommodation due to a disability during the application or recruiting process. Applications may be submitted via the Pivotal Ventures Careers page.

Founded in 2015 by Melinda French Gates, Pivotal expands opportunity and equality for all people through high-impact investments, philanthropy, and advocacy. We accelerate social progress by removing barriers that hold people back. Our impatience with the status quo is fueled by an optimism that progress is always possible. Inspired by our founder, we reach across communities and sectors to bring together changemakers who can scale up proven ideas and catalyze new ones. We learn from their experiences, amplify their resources, then step back so they can lead. We strive to be creative and innovative in our work and flexible in the approach we take to solving problems. ROLE DESCRIPTION The Interim Senior Analyst will be a key member of the organization's investment team, contributing to the sourcing, diligence, execution, and oversight of impact investments. The position will balance executional responsibilities with opportunities to take on ownership of end-to-end investment processes, requiring strong project management and relationship building skills. The Interim Senior Analyst will work closely with internal teams, external advisors, and portfolio partners to advance the organization's mission of catalyzing social impact and empowering women and girls worldwide. This role is expected to have a duration of 12 months. This means that, absent some change, the position will end within that timeframe as defined in the offer letter. ROLE RESPONSIBILITIES Investment Sourcing & Diligence. Collaborate with team to cultivate and manage pipeline of opportunities aligned with the Investment team's strategy. Assist in all aspects of due diligence process and lead when appropriate. Conduct quantitative and qualitative analysis and diligence, including market research, competitive landscape mapping, financial structuring and financial modeling. Participate in management team meetings, reference calls, and stakeholder interviews to assess investment opportunities. Draft high-quality investment memos and presentations for senior leadership and the Investment Committee. Lead thematic and sector research that informs investment strategy. Portfolio Management & Reporting Support relationships with portfolio of investees, including regular communication with fund managers, contractors and other partners. Review and analyze fund and/or portfolio company performance reports, tracking key performance indicators. Create and maintain portfolio dashboards, ensuring data accuracy and timely updates. Support and coordinate quarterly and annual portfolio reviews and reporting with internal and external partners. Internal Collaboration & Process Improvement Align with Program Strategy, Communications, and Legal teams on investment activities tied to organizational priorities. Support in creating educational materials and internal touchpoints on impact investing. Improve investment processes, tools, and reporting systems, including CRM, pipeline tracking and workflow optimization. Perform other job-related duties as assigned. CORE COMPETENCIES To perform this role successfully, individuals must demonstrate the qualities and behaviors aligned with our core competencies that define what success looks like across all roles. These core competencies reflect the expectations for how we work together, lead, grow, and deliver impact-regardless of function or level. Core competencies apply to all employees. Build and Maintain Trust Act with integrity and foster an inclusive and collaborative work environment. Is Inclusive - Advance a culture of equity and belonging. Act with Integrity - Tell the truth, take responsibility for your actions, meet your commitments, and act ethically. Collaborate - Build trusting relationships and treat people with dignity and respect. Drive Impact Deliver high-quality work that is aligned with Pivotal Strategic Initiatives. Solve Problems - Identify issues and seek diverse perspectives to develop potential solutions. Propel Work Forward - Take initiative, prioritize work appropriately, and complete work on time. Center Stewardship - Use resources responsibly, consider and manage risk, and follow Pivotal policies and procedures. Learn and Grow Demonstrate a commitment to continuous individual and organizational development. Contribute Constructively - Participate in advancing individual, team, and organization-wide well-being and resilience. Occupy Growth-Mindset - Embrace challenges, learn from mistakes, and focus on improvement. Share Knowledge - Document work appropriately, assess outcomes, and share explicit and tacit learning. REQUIRED QUALIFICATIONS Minimum 5-7 years of professional investment experience in venture capital, private equity, investment banking, consulting, asset management, or impact investing or an equivalent combination of advanced training and experience Strong analytical and critical thinking skills with demonstrated experience in financial modeling and valuation. Excellent writing and communication abilities, with skill in presenting complex ideas clearly. Highly organized, with the ability to manage multiple priorities and meet timelines under pressure. Experienced in building and fostering relationships with investment and portfolio partners. Enthusiasm and passion for investing and personal commitment to the important role that women and girls can play in transforming the world. Proficiency using Microsoft 365 (Outlook, Word, Excel, PowerPoint, OneNote, and SharePoint). Fluency in use of systems necessary to role (e.g., Salesforce, Workday). PREFERRED QUALIFICATIONS Strong proficiency in financial analysis and Excel-based modeling. Experience with CRM and reporting tools. Experience working with diverse stakeholders, both internal and external. EMPLOYMENT DETAILS Applications will be accepted through December 12th, 2025. Pivotal reserves the right to begin interviews and make a hiring decision before that date. The annual base compensation range for this role is $170,000- $179,100. This position is based in Pivotal's Washington, D.C. or Seattle offices. Remote may be considered for exceptionally qualified candidates in New York or San Francisco who are willing to travel. Benefits will be provided by your employer of record and currently include medical, dental, vision, life, disability, and long-term care insurance, fertility benefit, caregiving support, 144 hours of vacation, 96 hours of sick leave, 401k, HSA, FSA, and more. Eligibility for and the amount of benefits provided are governed by the terms of the applicable plan documents. To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Please note this job description is not designed to cover or contain a comprehensive list of duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, in Pivotal's discretion, with or without notice. Pivotal values diversity and is strongly committed to providing equal employment opportunity for all employees and all applicants seeking employment. All employment decisions at Pivotal are based on the candidate's or employee's capabilities and qualifications without regard to race (including traits associated with race, including hair texture and protective hairstyles such as afros, braids, locks, and twists), color, creed, religion, sex, gender, sexual orientation, gender expression or identity, pregnancy, childbirth, breastfeeding, age, national origin, ancestry, citizenship or immigration status, caste, veteran or military status, marital, parental, or familial status, disability (including sensory, physical, or mental disability), medical condition, genetic information or predisposing genetic characteristics, domestic violence victim status, political ideology, or any other status or characteristic protected by applicable law. Pivotal complies with federal, state, and local equal opportunity and disability laws and makes reasonable accommodation consistent with those laws for applicants and employees with disabilities. Please contact ************************************ for assistance and/or reasonable accommodation due to a disability during the application or recruiting process. Applications may be submitted via the Pivotal Ventures Careers page.

The Financial Analyst supports the finance department by providing financial planning, forecasting, and data analysis to enhance decision-making and ensure financial sustainability. This role collaborates with clinical, operational, and administrative teams to ensure accurate financial reporting and compliance with federal, state, and grant requirements Duties and Responsibilities: Maintain general ledger by posting, verifying, reconciling transactions, and resolving discrepancies. Conduct monthly and quarterly account reconciliations to ensure accurate reporting. Develop and maintain financial models for budgeting, forecasting, and strategic planning. Analyze financial performance and trends to support operational and strategic decisions. Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders. Assist with grant reporting and compliance, including tracking expenditures and preparing financial documentation. Collaborate with department heads to develop and manage annual budgets. Monitor and assess financial performance, identifying variances and recommending corrective actions. Support audits and ensure compliance with FQHC-specific financial regulations and reporting standards. Provide financial insights to support program development and expansion. Participate in cost analysis and efficiency improvement initiatives. Reconcile monthly accounts to ensure accurate reporting and ledger maintenance. Prepare monthly and annual adjusting entries involving balance sheet accounts and income statement accounts. Review, investigate, and correct errors and inconsistencies in financial entries, documents, and reports. Assist with preparing documents for grant reviews and Medicare cost report by preparing assigned schedules and other requested materials. Assist with the monthly and annual end closes. Assist Executive Vice President of Finance with financial reporting. Other functions as assigned by the Executive Vice President of Finance Education, Licensure/Certification: Must have bachelor's degree in accounting or finance from accredited institution Experience, Skills/Abilities Related Requirements: 2 to 3 years of experience in similar position Continuing Education and Training Requirements: Participates in trainings required by the agency, funding source(s), and/or as required by licensure if applicable. JOB CODE: Req 1733

Finance employees receive, account for, monitor, and design internal controls to safeguard sacred funds (donated confidentially in obedience to God's commandments) for the Church's religious mission under the direction of senior ecclesiastical leaders. Deseret Trust assists in preparing the way for the work of salvation and exaltation by being a trusted partner in providing essential financial resources and fiduciary services. To learn more about Deseret Trust you can visit their website at: ***************************** Bachelor's degree in Finance, Management, or a related field (required). 4-5 years of relevant experience. Proficient in computer use, including word processing and spreadsheets (especially Microsoft Excel). Familiarity with Excel macros, Power Automate, and Power BI is a plus but not required. Securities Lending - Transfer securities lending files to the lending agent promptly. This requires starting work before 7:00 AM and monitoring throughout the day. Trade Settlements - Ensure trades settle on time and communicate any issues clearly. Prepare end-of-day reports. Deposits - Accurately and promptly process check deposits in compliance with company policies for safeguarding funds. Disbursements - Process wire, check, and ACH disbursements accurately and on time. Other Transactions - Handle credit card transactions, wire templates, corporate actions, class action claims, and prepare quarterly/monthly reports as needed. Perform backup duties as assigned. Certification - Active CTOP (Certified Trust Operations Professional) certification required. On-the-job training and certification will be provided over a 3-year period. Required Skills Ability to work independently under pressure and meet daily deadlines. Strong attention to detail and accuracy; ability to self-check work. Provide complete supporting documentation for all transactions. Maintain a professional attitude in all communications.

Finance employees receive, account for, monitor, and design internal controls to safeguard sacred funds (donated confidentially in obedience to God's commandments) for the Church's religious mission under the direction of senior ecclesiastical leaders. The purpose of this position is to provide Project Accounting directive and services to Church departments and international areas. The candidate will be expected to contribute to the implementation and use of Oracle, other systems, and process improvements. Bachelor's degree in accounting, finance, business management, or related field. Five or more years of professional experience in accounting, finance, auditing, business management, or related field. (Strong information systems experience is preferred.) Advanced Excel skills and information database experience with PeopleSoft (CFIS) queries, preferred. Must have a desire and aptitude to improve these skills. Strong systems skills and experience with Microsoft Outlook, SharePoint, Teams, Word, etc. Demonstrated ability to operate a computer in a network environment and strong analytical skills. Working knowledge of accounting principles and Church accounting systems, preferred. Ability to simplify and improve work processes using electronic technology. Proficient at speaking, reading, and writing in English with the ability to work effectively with others. Additional foreign language skills are beneficial. Improve accounting and work processes by identifying, proposing, and implementing solutions using electronic technology. Use electronic technology to extract data, analyze data, and create queries to extract system data. Provide coaching, training, and support to lower-level employees, departments, and areas. Troubleshoot and resolve technology and accounting issues that arise. Prepare financial analysis, reports, charts, graphs, recommendations, and alternatives to team, management, areas, and departments. Reconcile data from accounting systems and clear exceptions. Account for facility projects in domestic and international areas. Provide approval of project invoices, purchase requisitions, and purchase orders. Monitor and correct project ledgers and exception reports. Perform financial reviews of completed projects. Ensure compliance with Generally Accepted Accounting Principles, international accounting standards, and Church financial standards and procedures. Must be proactive and willing to learn new skills.

Founded in 2015 by Melinda French Gates, Pivotal expands opportunity and equality for all people through high-impact investments, philanthropy, and advocacy. We accelerate social progress by removing barriers that hold people back. Our impatience with the status quo is fueled by an optimism that progress is always possible. Inspired by our founder, we reach across communities and sectors to bring together changemakers who can scale up proven ideas and catalyze new ones. We learn from their experiences, amplify their resources, then step back so they can lead. We strive to be creative and innovative in our work and flexible in the approach we take to solving problems. ROLE DESCRIPTION The Interim Senior Analyst will be a key member of the organization's investment team, contributing to the sourcing, diligence, execution, and oversight of impact investments. The position will balance executional responsibilities with opportunities to take on ownership of end-to-end investment processes, requiring strong project management and relationship building skills. The Interim Senior Analyst will work closely with internal teams, external advisors, and portfolio partners to advance the organization's mission of catalyzing social impact and empowering women and girls worldwide. This role is expected to have a duration of 12 months. This means that, absent some change, the position will end within that timeframe as defined in the offer letter. ROLE RESPONSIBILITIES Investment Sourcing & Diligence. Collaborate with team to cultivate and manage pipeline of opportunities aligned with the Investment team's strategy. Assist in all aspects of due diligence process and lead when appropriate. Conduct quantitative and qualitative analysis and diligence, including market research, competitive landscape mapping, financial structuring and financial modeling. Participate in management team meetings, reference calls, and stakeholder interviews to assess investment opportunities. Draft high-quality investment memos and presentations for senior leadership and the Investment Committee. Lead thematic and sector research that informs investment strategy. Portfolio Management & Reporting Support relationships with portfolio of investees, including regular communication with fund managers, contractors and other partners. Review and analyze fund and/or portfolio company performance reports, tracking key performance indicators. Create and maintain portfolio dashboards, ensuring data accuracy and timely updates. Support and coordinate quarterly and annual portfolio reviews and reporting with internal and external partners. Internal Collaboration & Process Improvement Align with Program Strategy, Communications, and Legal teams on investment activities tied to organizational priorities. Support in creating educational materials and internal touchpoints on impact investing. Improve investment processes, tools, and reporting systems, including CRM, pipeline tracking and workflow optimization. Perform other job-related duties as assigned. CORE COMPETENCIES To perform this role successfully, individuals must demonstrate the qualities and behaviors aligned with our core competencies that define what success looks like across all roles. These core competencies reflect the expectations for how we work together, lead, grow, and deliver impact-regardless of function or level. Core competencies apply to all employees. Build and Maintain Trust Act with integrity and foster an inclusive and collaborative work environment. Is Inclusive - Advance a culture of equity and belonging. Act with Integrity - Tell the truth, take responsibility for your actions, meet your commitments, and act ethically. Collaborate - Build trusting relationships and treat people with dignity and respect. Drive Impact Deliver high-quality work that is aligned with Pivotal Strategic Initiatives. Solve Problems - Identify issues and seek diverse perspectives to develop potential solutions. Propel Work Forward - Take initiative, prioritize work appropriately, and complete work on time. Center Stewardship - Use resources responsibly, consider and manage risk, and follow Pivotal policies and procedures. Learn and Grow Demonstrate a commitment to continuous individual and organizational development. Contribute Constructively - Participate in advancing individual, team, and organization-wide well-being and resilience. Occupy Growth-Mindset - Embrace challenges, learn from mistakes, and focus on improvement. Share Knowledge - Document work appropriately, assess outcomes, and share explicit and tacit learning. REQUIRED QUALIFICATIONS Minimum 5-7 years of professional investment experience in venture capital, private equity, investment banking, consulting, asset management, or impact investing or an equivalent combination of advanced training and experience Strong analytical and critical thinking skills with demonstrated experience in financial modeling and valuation. Excellent writing and communication abilities, with skill in presenting complex ideas clearly. Highly organized, with the ability to manage multiple priorities and meet timelines under pressure. Experienced in building and fostering relationships with investment and portfolio partners. Enthusiasm and passion for investing and personal commitment to the important role that women and girls can play in transforming the world. Proficiency using Microsoft 365 (Outlook, Word, Excel, PowerPoint, OneNote, and SharePoint). Fluency in use of systems necessary to role (e.g., Salesforce, Workday). PREFERRED QUALIFICATIONS Strong proficiency in financial analysis and Excel-based modeling. Experience with CRM and reporting tools. Experience working with diverse stakeholders, both internal and external. EMPLOYMENT DETAILS Applications will be accepted through December 12th, 2025. Pivotal reserves the right to begin interviews and make a hiring decision before that date. The annual base compensation range for this role is $170,000- $179,100. This position is based in Pivotal's Washington, D.C. or Seattle offices. Remote may be considered for exceptionally qualified candidates in New York or San Francisco who are willing to travel. Benefits will be provided by your employer of record and currently include medical, dental, vision, life, disability, and long-term care insurance, fertility benefit, caregiving support, 144 hours of vacation, 96 hours of sick leave, 401k, HSA, FSA, and more. Eligibility for and the amount of benefits provided are governed by the terms of the applicable plan documents. To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Please note this job description is not designed to cover or contain a comprehensive list of duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, in Pivotal's discretion, with or without notice. Pivotal values diversity and is strongly committed to providing equal employment opportunity for all employees and all applicants seeking employment. All employment decisions at Pivotal are based on the candidate's or employee's capabilities and qualifications without regard to race (including traits associated with race, including hair texture and protective hairstyles such as afros, braids, locks, and twists), color, creed, religion, sex, gender, sexual orientation, gender expression or identity, pregnancy, childbirth, breastfeeding, age, national origin, ancestry, citizenship or immigration status, caste, veteran or military status, marital, parental, or familial status, disability (including sensory, physical, or mental disability), medical condition, genetic information or predisposing genetic characteristics, domestic violence victim status, political ideology, or any other status or characteristic protected by applicable law. Pivotal complies with federal, state, and local equal opportunity and disability laws and makes reasonable accommodation consistent with those laws for applicants and employees with disabilities. Please contact ************************************ for assistance and/or reasonable accommodation due to a disability during the application or recruiting process. Applications may be submitted via the Pivotal Ventures Careers page.