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Finance Operations
Russell Tobin 4.1
Chief executive officer/chief finance officer job in Columbus, OH
Financial Operations Support - Columbus, OH (Hybrid)
📍 Hybrid - Columbus, OH
💰 $19.50 to 22.00/hr
🎓 Bachelor's degree required | Internship experience accepted
🕒 Full-time, Contract (6-12 months with potential extension)
We're seeking a motivated Financial Operations Associate to join one of our top financial services clients. This is an excellent opportunity for recent graduates to gain hands-on experience in a professional finance environment and grow within the industry.
What You'll Do:
Support daily financial operations and client account activities
Provide customer service support as needed, assisting with client inquiries and account-related requests
Review, verify, and maintain account documentation and transactions
Collaborate with internal teams to resolve escalations and ensure accuracy
Maintain compliance with firm policies and regulatory requirements
Contribute to process improvements and operational efficiency
What We're Looking For:
Bachelor's degree required (Finance, Business, or related field preferred)
Strong attention to detail and organizational skills
Proficient in Microsoft Excel and other office applications
Excellent communication and teamwork abilities
This position is open to local candidates only - applicants must be located in Ohio
Why You'll Love It
Gain exposure to private banking and wealth management operations.
Build your career foundation with a top financial client known for professional growth.
Work in a structured, team-oriented environment with strong mentorship and support.
Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors.
💡 Interested?
Apply today to connect with Russell Tobin's Financial Services recruiting team and take your next step in financial operations!
Drivetrain is on a mission to empower businesses to make better decisions. Our financial planning & decision-making platform helps companies scale and achieve their targets predictably. Drivetrain is a remote-first company headquartered in the San Francisco Bay Area. Founded in 2021 by a couple of ex-Googlers, Drivetrain is a fast-growing company on a trajectory for success with backing from leading venture capital firms.
Drivetrain provides a great culture for its employees to thrive in and be happy.
💜 Remote-friendly: Drivetrain brings together the best and the brightest, no matter where they are and provides them a great degree of autonomy. We trust our people.🗣️ Open & transparent: We know that when our creators have access to all the information they need, their best work will emerge.👏 Idea-friendly: We provide an environment to explore new ideas, to take risks, to make mistakes, and to learn, so you can succeed. Anyone in the company can come up with great ideas and become a catalyst for positive change. We let the best ideas win.👥 Customer-centric: We follow a product-led growth strategy, continuously learning from our customers and collaborating to build the amazing software that Drivetrain is.
About the role
We are looking for dynamic professionals ready to push the bar and outperform globally. We are looking for an Account Executive to join us as we reimagine the strategic financial planning space. You will rely on your network and champion the vision of Drivetrain to help organisations grow efficiently.
You will be a part of a collaborative setup of an early stage organisation and be a trustworthy messenger of the market to the internal product & engineering teams. You will directly report to our CEO and develop the sales strategy & execution framework. You will work closely with the product & marketing team to fine-tune our solution's messaging to our prospects.
What you will be doing.
Gain a broad understanding of Drivetrain to effectively position the value proposition of our comprehensive product to targeted prospects Manage and own the full sales cycle from prospecting, qualification and contract negotiations Build and maintain a pipeline of high-quality opportunities by leveraging our marketing team, as well as through outbound territory development Meet and exceed sales targets by effectively managing multiple simultaneous sales cycles Work successfully in a team environment to maximize revenue potential and ensure customer success Navigate complex business environments to align the prospect around Drivetrain's solutions Apply value-based selling methodology and use tools such as Salesforce to run sales processes and accurately forecast business Employ world-class account management skills to identify account expansion opportunities by cross-selling and up-selling opportunities within targeted “major” accounts Conduct highly effective presentations to C-level executives and key C-suite level decision-makers with a strong focus on the Office of the CEO, CFO & CROPerform strategic sales planning, leading to accurate forecasting of the business
More About You
4-12 years of successful selling to medium to large-sized customers Experience selling SaaS solutions.Expertise in selling to hyper-growth SaaS orgs with an enterprise & product lead growth approach.Consultative selling skills.Ability to understand and navigate through a complex environment.
Bonus Points
EPM, BI or ERP software sales experience.Track record of exceeding quotas & opening in new markets.Passion to thrive in a 0-1 environment. Success selling to CFOs and CROs
Sounds exciting? Apply at *********************. It may just be the next best decision you've ever made!
About Skylight
Skylight is a digital consultancy using design and technology to help government agencies deliver better public services. We're at the forefront of a civic movement to reinvent how all levels of government serve families, patients, and many others in today's digital world.
If you want to play a part in driving this critical movement forward, we'd love for you to join our growing team of public interest technologists. The work we do matters.
About the job
Since launching several years ago, our team has grown rapidly. We find ourselves in an exciting position to further deepen our partnerships within the government contracting space, to continue to attract and retain amazing teammates, and to scale our capacity to make an even bigger difference in the world.
Currently, our company is organized into three main groups: ExecutiveOffice (sets and operationalizes the strategic direction of the company), Federal Health & Civilian (focused on federal health and civilian missions), and Defense & Security (focused on defense, national security, and public safety missions).
As the Chief Operating Officer (COO) of our Defense & Security business unit, you'll report directly to Skylight's Vice President (VP) of Defense & Security and be responsible for executing the business unit's strategic direction, managing end-to-end operations, and driving results on a day-to-day basis. This portfolio includes U.S. Department of Defense (DoD) components and security-mission agencies, for example the Department of Justice (DOJ) and the Department of Homeland Security (DHS).
What you'll do
Collaborate with the VP of Defense & Security and other members of Skylight's executive team (e.g., CEO, COO, VP of Growth) in setting and driving the business unit's long- and short-term strategic direction
Lead the execution of the business unit's strategic direction through activities such as organizational-wide goal setting, performance planning, operational planning, and performance management
Manage and engage in the day-to-day operations of the business unit, such as overseeing the work of managers, ensuring our client delivery teams are performing at the highest levels, and troubleshooting a variety of issues as they arise
Play a direct role in all aspects of growing Skylight's defense & security contract portfolio, including business development, opportunity capture, and bid & proposal
Maintain ongoing visibility into the financial, operational, and performance health of the organization, including client projects, to facilitate proactive and sound decision-making
Collaborate closely with Skylight's ExecutiveOffice, including the COO, to ensure that the business unit's operations align with the core operations of the company as a whole, including finance, accounting, legal, people ops, marketing, communications, growth, contract management, and information technology
Build a diverse, inclusive, equitable, and performance-oriented culture, ensuring that team members thrive and organizational outcomes are met
Build and maintain trusted relationships with key customers, partners, stakeholders, and vendors
What we're looking for Minimum qualifications
Experience in defense, homeland security, or justice mission environments
Ability to manage a multi-million-dollar profit & loss business, including multiple client engagements with multiple subcontractors
Ability to sustain and grow a professional services business through business development, opportunity capture, and bid & proposal
Strong understanding of how a professional services and government contracting business works
Startup mentality, including a high degree of entrepreneurialism and resourcefulness
Excellent general management and leadership skills
Outstanding organizational skills, including attention to detail
Excellent people management skills
Experience building and managing high-performing teams
Relentless commitment to diversity, equity, and inclusion
Collaborative, supportive leadership style
Excellent interpersonal and problem-solving skills
Strong business acumen
Superb written and oral communication skills
Relentless commitment to excellence and quality in everything we do
Strong understanding of business functions such as people ops, finance, marketing, business development, etc.
Ability to collect, analyze, and derive actionable insights from financial, operational, and performance data
Ability to serve as a coach/mentor to other leaders and managers
Ability to work successfully within a professional services environment (e.g., can communicate effectively with clients)
Passionate about creating better public outcomes through great government services
A mindset and work approach that aligns with our core values
Ability to travel for work from time to time
Nice-to-have qualifications
Prior experience working in the civic tech space
Experience working in a remote-team environment
Don't meet 100% of the criteria but think you can do the job? We'd love to chat anyway! We're on a mission to build diverse teams, and studies have shown that women and marginalized folks are less likely to apply to jobs if they don't check every box.
Other requirements
All work must be conducted within the U.S., excluding U.S. territories. Some federal contracts require U.S. citizenship to be eligible for employment.
You must be legally authorized to work in the U.S. now and in the future without sponsorship.
As a government contractor, you may be required to obtain a public trust or security clearance.
You may be required to complete a company background check successfully.
Some of our available roles are on federal contracts that require a degree or additional years of experience as a substitute.
Position type
This is a full-time, exempt position.
Location
This is a fully remote position.
Care package Salary
The salary range for this position is between $170,000 and $240,000.
Benefits
Your well-being is important to us, so we focus on supporting you in a variety of ways:
Medical insurance, dental insurance, vision insurance
Short-term and long-term disability insurance
Life and AD&D insurance
Dependent care FSA, healthcare FSA, health savings account
Dollar-for-dollar 401(k) match up to 10% of your salary with no vesting period
Flexible paid-time-off policy (generally around 25 days per year), plus 11 paid federal holidays
Up to 12 weeks paid-time-off for all eligible new birth, adoption, or foster parents
Performance rewards, including annual salary increase, annual performance bonus, spot bonuses, and stock options
Business development / sales bonuses
Referral bonuses
Annual $2,000 allowance for professional development
Annual $750 allowance for tech-related purchases
Annual swag budget of $100 to display your Skylight pride with some merchandise (hoodies, hats, and more)
Dollar-for-dollar charity donation matching, up to $500 per year
Flexible, remote-friendly work environment
An environment that empowers you to unleash your superpowers for public good
Interview tips
Visit our join page to learn more about how our interview process works.
Check out our Career Pathways framework to learn more about the different roles within Skylight and the skills needed to do them.
If you'd like to request reasonable accommodations during the application or interviewing process, please contact our recruiting team at recruiting@skylight.digital.
We participate in E-Verify and upon hire, will provide the federal government with your Form I-9 information to confirm that you're authorized to work in the U.S.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, sex, religion, age, disability, veteran status, or any other category protected by applicable law.
SCU Credit Union, an Equal Opportunity Employer, with offices in Sharon, Mansfield, East Walpole, North Attleboro, Brockton, Taunton, and Foxboro. Our mission is to provide a full range of financial services to our members at competitive rates while emphasizing financial soundness, convenience and efficient friendly service. At the same time, we maintain a challenging, rewarding and enriching environment for all employees. The vision of SCU Credit Union is to enhance the economic well being of our members, to nurture long-term relationships and to continue our deep commitment to community service and involvement.
Primary Function:
Under the guidance of the President, assists in the overall management of the Credit Union. Directs the achievement of strategic goals and objectives through effective management practices. Provide executive level management in Retail, Marketing, IT and Operations. Ensure operational excellence, cross functional alignment, and a culture of continuous improvement. The COO is accountable for building operational scalability, service excellence, and regulatory compliance across all business lines.
Key Responsibilities:
Align operational strategy with credit union goals, ensuring quality, efficiency and scalability.
Design and implement operational processes that support compliance, productivity and exceptional member experience.
Ensure that all operational areas, products and services operate in compliance with applicable laws, regulations and internal policies.
Develop and maintain internal policies and procedures.
Handle escalated member complaints, including those from regulators, attorneys and consumer protection organizations.
Identify and implement opportunities to streamline processes, reduce costs and improve service delivery.
Serve as the primary executive responsible for vendor oversight, including contract negotiations, service delivery monitoring and performance evaluation.
Ensure third party relationships support operational efficiency, compliance and member value.
Use data and analytics to identify trends and make informed decisions on forecasts.
Build and lead high performing teams with a strong focus on collaboration, accountability, and continuous learning.
Promote leadership development, coaching and career growth within the Credit Union.
Oversee the development of the marketing and branding strategy.
Enhance brand awareness, member engagement and product promotions
Conduct due diligence and risk assessment for potential mergers and acquisitions.
Ensure proper infrastructure is properly managed.
Asses risk assessment throughout the credit union. Review risk limits, plans to mitigate risk, monitor the progress of risk mitigating measures.
Requirements
Education:
Position requires a bachelor's degree with a minimum of 10 years of experience in a senior management role. MBA or Master's preferred.
Demonstrated success coaching and motivating team members
Significant knowledge of operating systems, policies and operating procedures.
Excellent organizational and time management skills
Ability to deal with complex problems involving multiple facets and variable.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This position will be set up to work remotely and in the office. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.
PHYSICAL DEMANDS
The physical demands 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 talk or hear. The employee is occasionally required to stand, walk; use sufficient hand, arm and finger dexterity or feel objects, tools or controls. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision.
_________________________________________________________________________
The pay range for this position is $250,000 to $330,000 per year and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. The range may be modified in the future. An employee's pay within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability.
SCU Credit Union is an equal employment opportunity employer.
Salary Description $250,000 - $330,000 per year
$250k-330k yearly 11d ago
Managing Partner & Chief Operating Officer (COO) - United States (Prefer East Coast)
Connected Manufacturing is seeking a seasoned executive leader to join our organization as Managing Partner & Chief Operating Officer (COO). This executive role is central to scaling global operations, strengthening execution discipline, and delivering measurable outcomes for our clients.About Connected ManufacturingConnected Manufacturing partners with mid-market manufacturers to achieve operational excellence through integrated, closed-loop digital manufacturing solutions. We connect engineering, manufacturing, quality, and operations using PLM, MES/MOM, advanced scheduling, IIoT, analytics, and emerging AI capabilities to drive real business outcomes.Why This Role / Why NowConnected Manufacturing is entering an important phase of growth as we expand our global reach, deepen client relationships, and strengthen strategic partnerships. As the organization scales, there is a clear need to further elevate executive leadership capacity to support disciplined execution, operational consistency, and long-term sustainability.
The introduction of the Managing Partner & Chief Operating Officer role reflects a thoughtful evolution of the company's leadership model. This position is designed to provide focused executive oversight of day-to-day operations, service delivery, and organizational performance-ensuring the business continues to execute at a high level as complexity and scale increase.
Establishing this role allows the CEO to further concentrate on the strategic priorities that are critical to Connected Manufacturing's next chapter, including strengthening relationships with investors and the Board, expanding strategic technology and industry partnerships, supporting key client engagements as a Principal Sales Consultant, and representing the company externally as its market presence grows.
For the right leader, this role offers the opportunity to work in close partnership with the CEO and executive team, contributing meaningfully to the company's strategic direction and long-term success. As Connected Manufacturing continues to evolve, this position is expected to grow in scope and influence, offering significant leadership impact and professional growth aligned with the company's future trajectory.
Role OverviewThe Managing Partner & COO will work closely with the CEO and Board to translate strategy into operational execution. This leader will oversee global delivery, professional services, internal operations, and performance management while helping shape the long-term growth of the company.Key Responsibilities
Partner with the CEO to define and execute company strategy
Lead global operations, professional services, and delivery teams
Establish scalable processes, metrics, and governance
Drive operational excellence and customer success
Oversee financial performance, forecasting, and resource allocation
Develop and mentor operational leadership
Support growth, partnerships, and market expansion
First 12-18 Month Success Measures
Establish clear operational governance, metrics, and reporting cadence across all delivery functions
Improve on-time, on-budget delivery performance and customer satisfaction metrics
Scale professional services capacity and utilization while maintaining quality standards
Strengthen cross-functional alignment between Sales, Delivery, Engineering, and Customer Success
Implement standardized delivery frameworks supporting predictable growth
Build and develop a strong operational leadership bench
Contribute directly to revenue growth, margin improvement, and overall company performance
Serve as a trusted strategic partner to the CEO and Board
Qualifications
10+ years of progressive leadership experience with 5+ years in an executive COO or equivalent role
Bachelor's degree required; MBA or equivalent advanced degree preferred.
Proven experience scaling operations in technology or professional services organizations
Strong financial, operational, and strategic acumen
Experience leading global, fully remote teams
Exceptional executive communication and leadership presence
Location & Work EnvironmentThis is a fully remote position. Targeted geographies include Ireland, the United Kingdom, the U.S. East Coast, and other European locations. English fluency is required.CompensationBase Salary: $200,000+ (negotiable; commensurate with background, executive experience, and geographic market data)
Variable Bonus: Significant performance-based bonus heavily tied to overall company performance
Equal Employment Opportunity
Connected Manufacturing is an equal opportunity employer. We are committed to building an inclusive workplace and consider all qualified applicants without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic.
May Mobility is transforming cities through autonomous technology to create a safer, greener, more accessible world. Based in Ann Arbor, Michigan, May develops and deploys autonomous vehicles (AVs) powered by our innovative Multi-Policy Decision Making (MPDM) technology that literally reimagines the way AVs think.
Our vehicles do more than just drive themselves - they provide value to communities, bridge public transit gaps and move people where they need to go safely, easily and with a lot more fun. We're building the world's best autonomy system to reimagine transit by minimizing congestion, expanding access and encouraging better land use in order to foster more green, vibrant and livable spaces. Since our founding in 2017, we've given more than 300,000 autonomy-enabled rides to real people around the globe. And we're just getting started. We're hiring people who share our passion for building the future, today, solving real-world problems and seeing the impact of their work. Join us.
Job Summary
The Director of FP&A will be responsible for the annual budget, rolling forecasts, variance to actual analysis, KPI tracking, management reporting, new business case analysis and presentation to investors on forecast and budget matters. This role will be crucial in helping to tackle the company's most important strategic questions including resource allocations, business planning, product strategy, and key investment decisions. The Director of FP&A will support leaders across multiple business units and the executive team and will be called on to articulate the Company's financial strategy to key investors and other external stakeholders. We are looking for a candidate who will bring a fresh perspective on resource efficiency and prioritization for the company.
Essential Responsibilities
Lead the budgeting, forecasting, and monthly close processes for all business units.
Partner with the accounting team on aspects of the monthly, quarterly, and annual close processes, including managing expense accruals, management reporting, and budget vs. actual variance analysis.
Update the forecast on a rolling basis including inputs for headcount spend, non-headcount spend, and capital expenses. Collaborate with business partners to ensure that the forecast is accurate, precise and achievable.
Analyze financial and operational results to understand and report on KPIs, variance to forecast, variance to budget, and underlying causes for business performance.
Prepare and present financial results, risks, and opportunities to business partners and the Senior Leadership Team. Use professional reports and compelling visuals to convey information.
Collaborate with leaders across the company to ensure resource allocation is aligned with company strategy. Provide creative alternatives and recommendations to improve resource management and properly prioritize company initiatives.
Act as a trusted financial advisor to business partners and the senior leadership team.
Drive continuous improvement of financial processes and systems to meet the needs of the growing business.
Develop financial projections, pro forma financial statements, and other analyses (e.g. NPV, breakeven, make vs. buy, payback, etc.) for new business cases and for investor presentations.
Identify strategic drivers of the business and develop scenario-based forecasts based on the impact of these drivers
Effectively communicate insights and plans to cross-functional team members and management, including recommendations backed by data.
Provide guidance and team development for direct reports as needed
Staying current or FP&A industry best practices
Actively monitor and analyze factors outside of a company, such as market trends, competitor actions, technological advancements, and industry regulations, to identify potential opportunities and threats that could impact its competitive position within the market
Qualifications and Experience
Candidates most successful in this role typically hold the following qualifications or comparable knowledge or experience:
Required
10+ years relevant experience with increasing levels of responsibility and people leadership experience
Bachelor's degree in Finance, Accounting, Economics or related field
In-depth proficiency in aspects of accounting/finance and knowledge of US GAAP
Ability to present financial information to a non-financial audience
Strong project management and organizational skills are essential
Strong quantitative, analytical, and problem-solving skills are essential
Strong Excel skills and ability to create functional and scalable models
Superior communication skills (both verbal and written) and ability to foster communication/collaboration amongst departments
Ability to manage tight deadlines, prioritize workloads and achieve effective results in a dynamic, ever-growing and often ambiguous environment
Proven desire to learn and go above and beyond to continuously improve processes and deliverables
Demonstrated ability to grow and mentor supporting team members
Experience with startup companies or high growth companies, particularly in R&D intensive/deep tech businesses
Ability to travel, if required to support the business
Desirable
MBA and/or CPA
Previous experience in finance for a software development function
Experience working with planning & reporting systems such as Netsuite or Hyperion
Knowledgeable about the autonomous vehicle industry
Physical Requirements
Standard office working conditions which includes but is not limited to:
Prolonged sitting
Prolonged standing
Prolonged computer use
Lift up to 50 pounds
Travel required? - Minimal: 1%-10%
Benefits and Perks
Comprehensive healthcare suite including medical, dental, vision, life, and disability plans. Domestic partners who have been residing together at least one year are also eligible to participate.
Health Savings and Flexible Spending Healthcare and Dependent Care Accounts available.
Rich retirement benefits, including an immediately vested employer safe harbor match.
Generous paid parental leave as well as a phased return to work.
Flexible vacation policy in addition to paid company holidays.
Total Wellness Program providing numerous resources for overall wellbeing
Don't meet every single requirement? Studies have shown that women and/or people of color are less likely to apply to a job unless they meet every qualification. At May Mobility, we're committed to building a diverse, inclusive, and authentic workforce, so if you're excited about this role but your previous experience doesn't align perfectly with every qualification, we encourage you to apply anyway! You may be the perfect candidate for this or another role at May.
Want to learn more about our culture & benefits? Check out our website!
May Mobility is an equal opportunity employer. All applicants for employment will be considered without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, veteran status, genetics or any other legally protected basis. Below, you have the opportunity to share your preferred gender pronouns, gender, ethnicity, and veteran status with May Mobility to help us identify areas of improvement in our hiring and recruitment processes. Completion of these questions is entirely voluntary. Any information you choose to provide will be kept confidential, and will not impact the hiring decision in any way. If you believe that you will need any type of accommodation, please let us know.
Note to Recruitment Agencies:
May Mobility does not accept unsolicited agency resumes. Furthermore, May Mobility does not pay placement fees for candidates submitted by any agency other than its approved partners.
Salary Range$159,500-$200,000 USD
The Chief Operating Officer (COO) is part of the Executive team and reports to the ChiefExecutiveOfficer. The COO is responsible for overseeing day-to-day operations of the Center for Internet Security. Partnering with the President and CEO, the COO provides direction and guidance to CIS operating organizations and support functions. In addition, the COO monitors performance across CIS to ensure consistency with established goals and performance targets. The COO is also the focal point for ensuring inter-organization coordination and cooperation to achieve CIS objectives and to ensure the success of major initiatives undertaken by CIS.
As a member of CIS's executive leadership team, the COO participates in and contributes to the overall enterprise business model, operating model, and business strategy development. The COO brings current knowledge as well as future vision for leveraging information and technology in business model design, business capability performance re-engineering, and product and service development and support.
Although headquarters are in Albany, NY, this individual is expected to work remotely. Anticipated travel to the headquarters is 15% or less.
The base salary range for this position is $300,000 - $400,000 in addition to a 40% incentive bonus. The actual salary offered will be determined based on multiple factors including internal equity, location, and the individual's job-related knowledge, skills, and experience.
What You'll Do:
Serve as an advisor to the President and ChiefExecutiveOfficer (CEO) regarding operational performance and overall corporate strategy
Provide guidance and coordination of key strategic business initiatives, annual operating plan, and budget
Provide leadership, including consultation, coaching and mentorship to CIS senior leaders, during work plan development, budgeting and allocation, monitoring of progress and evaluation of outcomes
Facilitate the establishment and oversight of cross-functional and cross-business unit teams
Develop, recommend, implement, and evaluate operational policies and oversee implementation of CIS policies and procedures
Support development of new programs based on strategic objectives
Identify and work to alleviate obstacles to ensure operational efficiency
Create effective measurement tools and performance metrics to gauge the efficiency and effectiveness of internal and external processes
Assist with internal communications among CIS leaders/teams regarding major activities and action items
Attend and participate in meetings regarding key activities and keep the CEO and the CIS Board informed of progress and/or issues
Leads communications and initiatives across teams to promote organization-wide opportunities for innovation
Oversee the launch, implementation, and monitoring of multiple projects across teams and departments; provides timely feedback and recognition regarding timelines and quality of deliverables
Integration and organization of operational systems, programs and plans to support achievement of strategic objectives, including implementing and operationalizing new business plans, policies, and programs
Drive company results from both an operational and financial perspective, working closely with the CFO, CEO, and other key executive team members
Oversee the promotion and broad delivery of innovation across the organization; ensure new approaches, initiatives, and/or knowledge is communicated in a timely manner and with common messaging
Align the strategic priorities of the organization to team/department goals; provide opportunities for vertical and horizontal communication to allow for progress reporting on deliverables and recommend course change adjustments, as needed
Establish strategic partnerships and relationships with government and business organizations that further the accomplishment of CIS's mission
Lead efforts to ensure a strong and healthy internal culture by being an agile, strategic, creative, and innovative leader
Other tasks and responsibilities as assigned
What You'll Need:
Bachelor's degree in Computer Science, Information Technology, Business, or related field
15+ years of progressive leadership and management experience
Business-minded, technically astute executive with proven success driving strategic planning, operational excellence, and innovation within technology or cybersecurity-focused organizations
Demonstrated experience at the executive level overseeing multi-functional operations in a complex, mission-driven, or technology-focused organization
Proven ability to scale and optimize operations in organizations with commercial product portfolios and/or service delivery functions
Experienced in shaping and reinforcing a mission-driven culture that emphasizes integrity, collaboration, and continuous improvement
Demonstrated ability to manage and strengthen partnerships across government, nonprofit, and private-sector organizations
Experience developing and implementing key performance indicators (KPIs) and operational metrics to measure progress against strategic goals
Strong financial acumen to manage budgets, forecasts and make sound financial decisions
Must be authorized to work in the United States
PREFERRED QUALIFICATIONS:
Master's Degree
Professional experience in the field of cyber security or related technical industry
At CIS, we are committed to providing an inclusive environment in which the diverse backgrounds, experiences, and views of our employees, members, and customers are valued and respected. It is through this commitment that we are able to work together towards our common mission: to make the connected world a safer place.
Compensation Range:
USD$300,000.00 - $400,000.00
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.
Job Overview:
LPL Financial is seeking a strategic, results-driven Vice President to join the Office of the CEO. The ideal candidate will bring a strong blend of strategic rigor, executive presence, and operational excellence. You will play a key role in shaping and executing strategic priorities, while overseeing the day-to-day operations and effectiveness of the Office of the CEO. This position requires a proactive, adaptable leader who thrives in a fast-paced, dynamic environment. This is a unique opportunity to contribute meaningfully to executive decision-making and organizational success.
Responsibilities:
Lead the design and execution of all operational processes within the Office of the CEO to ensure alignment with strategic priorities
Oversee the daily operations of the Office of the CEO, ensuring operational excellence, cross-functional coordination, and timely execution
Partner with the Chief of Staff to shape and execute strategies that align with the CEO's vision and priorities
Oversee all deliverables - such as executive reports and presentations - for the CEO, Board of Directors, and Management Committee, with a focus on clarity, precision, and strategic insight
Develop comprehensive documents, frameworks, and both qualitative and quantitative analyses to address and resolve critical business challenges
Act as the primary architect and liaison for cross-functional initiatives spanning Human Capital, Finance, Real Estate, Conferences, and other strategic areas
Drive execution of special projects aligned with CEO priorities, often under tight timelines and with high visibility
Advance the Office of the CEO's effectiveness by leading high-impact process enhancements that drive operational excellence
What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
Bachelor's degree in business, finance or relevant work experience
7+ years of experience in finance, consulting, business management, or strategic roles, preferably within financial services
7+ years' experience leading cross-functional initiatives and driving strategic execution
7+ years' experience in Microsoft PowerPoint and Excel, with experience preparing executive-level communications and materials
Core Competencies:
Exceptional ability to translate vision into actionable plans and deliver results
Inspires confidence through thoughtful planning, cross-functional alignment, and a commitment to continuous learning and improvement
Exceptional written and verbal communication skills with the ability to engage confidently and effectively with senior executives
Demonstrated strength in distilling complex information into clear, concise, and visually compelling executive-level presentations
Trusted to handle sensitive information and make sound decisions aligned with executive priorities
Pay Range:
$138,800-$231,400/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit ************
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************.
EAC1.22.25
$138.8k-231.4k yearly Auto-Apply 25d ago
Director of Internal Controls and Government Compliance - REMOTE
CORPORATE/FUNCTIONAL PRACTICE
Michael Baker International understands that people require choices in where they want to begin to build a sustainable future. For more than 80 years, Michael Baker International has maintained an entrepreneurial work environment that fosters great careers, which ultimately has brought great success to the organization. Michael Baker offers many opportunities to help you grow professionally to build your career. Whether it is in Finance, IT, Human Resources, Technology, Communications, Proposal Production, Legal or our National Practice and Market segments, take your next step with us and help make a difference in the lives of those you work with and those we serve.
DESCRIPTION
Michael Baker International is seeking a Director of Internal Controls and Government Compliance to join our team. The successful candidate will be responsible for ensuring compliance with Sarbanes Oxley and Government accounting regulations. The ideal candidate will have extensive experience in Sarbanes Oxley, Federal Acquisition Regulations and Cost Accounting Standards.
RESPONSIBILITIES
Internal Controls
Oversee the evaluation and design of internal controls and drive changes to both controls and processes
Document financial and operational process flows, with a focus on internal controls and SOX compliance
Lead the execution of management's SOX risk assessment and scoping activities to ensure proper risk identification, process mapping and controls for a sustainable internal control framework.
Develop and implement policies and procedures relating to internal controls over financial reporting and SOX
Partner with external auditors to plan and implement an assessment of the control environment.
Develop processes and policies for reporting findings to Process owners, Finance and Executive Leaders and others charged with governance
Work with process owners to develop action plans to correct and/or mitigate control deficiencies
Develop and implement a system to capture and track control deficiencies and remediation status.
Government Compliance
Ensure overhead related transactions are compliant with Federal Cost Principles, such as Federal Acquisition Regulations (FAR) Part 31, Cost Accounting Standards (CAS) and AASHTO Guidelines
Ownership and oversight of the annual Indirect Cost Rates including the associated third-party audit and certification process; also owns Incurred Cost Submissions and Disclosure Statements
Supports Operations on appropriate strategy for pricing proposals based on most recent approved overhead rates
Primary liaison communicating impact of new overhead rates and their impact to key members and executive leadership within Finance, Operations and Legal including strategic analysis on how to structure transactions around the overhead rate in the most effective way possible
Maintain and own ongoing effectiveness of the company's regulatory compliance systems, policies and controls
Supports negotiations of overhead rates and allowable costs to be billed to government projects; acts as technical advisor to the business and corporate staff on proper methods of charging time, materials, equipment, travel and other costs to Government contracts
Works with management and leads resolution of issues and disputes with government officials with regard to the company's compliance with Federal acquisition regulations and cost accounting standards
Supervise a team of 1-2 individuals in ensuring all government compliance functions are completed efficiently and effectively; provide leadership, coaching and mentoring
Responsible for the annual audit reviews or project audits performed by various federal, state and local government audit agencies
Responsible for maintaining technical knowledge and keeping up to date on developments on Government Accounting and updating management on the impact to the company through completion of various training initiatives: attending seminars, reviewing professional publications, attending training
PROFESSIONAL REQUIREMENTS
Bachelor's Degree in Accounting/Finance or related field
7-10 years of accounting or finance related experience preferably related to FAR/CAS, Audit, or Government Compliance
CPA preferred
Background in public accounting, Government Audit Agency, or industry experience is desirable
Excellent communication skills (verbal and written) required to direct staff, distribute information and answer inquires accurately and effectively
Working knowledge of Microsoft Software (Excel, Word, Access)
Interpersonal skills required to effectively work with all levels of management
Ability to organize work load required to research and answer questions and complete duties in a timely manner
Ability to work in a fast-paced environment and manage multiple project deadlines in an efficient and timely manner
COMPENSATION
The approximate compensation range for this position is $160,000 to $180,000. This compensation range is a good-faith estimate for the position at the time of posting. Actual compensation is dependent upon factors such as education, qualifications, experience, skillset, and physical work location.
BENEFITS
We offer a comprehensive benefits package including:
Medical, dental, vision insurance
401 (k) Retirement Plan
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Life, AD&D, short-term, and long-term disability
Professional and personal development
Generous paid time off
Commuter and wellness benefits
#LI-KR2 #LI-REMOTE
AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave.
Role Overview
The Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the ChiefExecutiveOfficer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills.
Key Responsibilities
* Operational Strategy & Execution
* Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives.
* Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach.
* Leadership & Team Management
* Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement.
* Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives.
* Financial & Performance Management
* Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth.
* Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making.
* Regulatory Compliance & Risk Management
* Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices.
* Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures.
* Technology & Innovation
* Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform.
* Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times.
* Cross-Functional Collaboration
* Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives.
Qualifications & Experience
* Education
* Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred).
* Professional Experience
* Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks.
* Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment.
* Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets.
* Skills & Competencies
* Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams.
* Strong analytical mindset with a data-driven approach to problem-solving and decision-making.
* Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously.
* High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance.
What We Offer
* Competitive Compensation & Benefits
* Attractive executive compensation package, including base salary and performance-based incentives.
* Comprehensive health, dental, vision, and retirement plans.
* Professional Growth
* Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning.
Please note that the compensation and benefit information that follows is a good faith estimate for this position only and is provided pursuant to applicable state and local laws on pay transparency. It is estimated based on what a successful applicant in the relevant state might be paid.
Compensation:
Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience.
Benefits:
* 401(k)
* Dental insurance
* Disability insurance
* Employee discounts
* Health insurance
* Life insurance
* Paid time off
* 12 paid holidays per year
* Paid training
* Referral program
* Vision insurance
AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
California Consumer Privacy Act Disclosure Acknowledgment
Employment Applicants, New Hires, and Employees Residing in California
AmeriSave Mortgage Corporation's Privacy Policy Statement ("Policy") can be reviewed here: ********************************
AmeriSave Mortgage Corporation's California Consumer Privacy Act ("CCPA") Recruitment Disclosure can be reviewed here: ******************************************************
When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
Job Title: Chief Operating Officer
Reports to: ChiefExecutiveOfficer
Job Type: Full-time
We are a rapidly growing player in the natural private label food industry (40+ team members), dedicated to providing high-quality, organic, and sustainably sourced food products. Our commitment to excellence, innovation, and ethical business practices sets us apart in the industry. Our key ingredient to success is the team itself and as we continue to expand our product portfolio and market presence, we are seeking a strategic and hands-on operations professional to join our dynamic team to drive operational excellence across the organization.
Position Overview:
The Chief Operating Officer (COO) will play a critical role in leading and managing some of the company's core functions, including operations, food safety, IT/systems, and in a later phase, finance. The COO will be responsible for ensuring that these departments operate seamlessly and in alignment with the company's strategic goals and mission to deliver exceptional products. This role demands a strategic thinker with strong business acumen, deep experience in the food industry, and a passion for contributing to the overall growth and success of the company.
Key Responsibilities:
Quality & Food Safety:
Manage the quality and food safety executives.
Ensure the highest standards of food safety across all manufacturing and distribution processes.
Develop, implement, and monitor food safety programs to maintain compliance with regulatory requirements and industry best practices.
Lead initiatives to continuously improve food safety protocols and ensure the delivery of safe, high-quality products to consumers.
Ensure all operations comply with relevant regulations and industry standards.
Operational Leadership:
Manage the team that oversees the operations in North America
Lead and manage all aspects of the company's operations, ensuring efficiency & OTIF.
Develop and implement operational strategies that support the company's growth.
Oversee supply chain management, production & supply chain processes, and logistics to optimize efficiency and minimize costs.
IT/Systems Management:
Manage IT/Systems executives
Oversee the integration and management of IT systems that support the company's operational & financial needs.
Ensure the IT infrastructure is robust, secure, and capable of supporting the company's growth.
Drive the adoption of innovative technologies that enhance operational efficiency and data management.
Financial Management:
Manage the financeexecutives.
Oversee the finance department, ensuring sound financial management, budgeting, forecasting, and optimizing resource allocation and capital expenditures to support the company's objectives.
Collaborate with the finance team to develop financial strategies that align with the company's goals for profitability.
Monitor financial performance and implement corrective actions to address any deviations from the company's financial plans.
Leadership and Strategy:
Collaborate with the Sourcing & Development team.
Provide strong leadership to department heads, fostering a culture of collaboration, innovation, and accountability.
Work closely with the CEO and executive team to develop and implement the company's strategic plans.
Act as a key decision-maker in operational, financial, and strategic matters, ensuring the company's long-term success.
Qualifications:
Bachelor's degree in Business Administration, Operations Management, Food Science, or a related field. Master's degree preferred.
Minimum of 15 years of experience in operations and supply chain management, with at least 7 years in a leadership position as VP, Director or equivalent.
Proven experience managing a network of food manufacturing facilities in both the US and emerging markets with responsibilities in Food Safety & Operations.
Experience dealing with North American retailers is required. In the food private label industry is a strong plus.
Strong knowledge of IT systems management within a manufacturing environment with proven experience of ERP implementation and use.
Demonstrated success in driving operational efficiency, creating & optimizing processes, and food safety / quality control.
Familiarity with regulatory requirements and industry standards in the food sector.
Excellent leadership, communication (Spanish is a plus), and team-building skills.
Strategic mindset with the ability to balance short-term objectives with long-term growth goals.
Willingness and ability to travel domestically and internationally as needed.
Benefits:
Competitive compensation package that includes base salary, bonuses and equity opportunity.
100% employer paid premium health insurance including medical, dental and life insurance
Supplemental coverage for vision, disability insurance, cancer, and hospital stays
Generous vacation, paid holidays (14), sick/mental health days (6), and you get your birthday off
401(k) retirement plan with employer match
Flexible, remote position. Must be based in the Chicago area.
NSI is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all.
Please direct all recruiting and candidate inquiries to **************.
Contacting other team members or departments will result in your message not being reviewed.
Job Description
ABOUT YOU
You are a seasoned finance professional with a robust background in financial analysis within the SaaS industry. With a proven track record of navigating complex financial landscapes, you excel in leveraging data-driven insights to drive strategic decision-making and enhance operational efficiencies. Your proficiency in Salesforce and other financial management software enables you to streamline processes and extract meaningful financial metrics effortlessly.
Your strong analytical acumen and innate problem-solving skills empower you to tackle intricate financial challenges with precision and foresight. Coupled with your exceptional communication and negotiation abilities, you adeptly collaborate with cross-functional teams and stakeholders to achieve consensus and drive initiatives forward. You thrive in dynamic environments, adeptly managing multiple priorities while consistently delivering high-quality results within established deadlines.
As a forward-thinking leader in finance, you are poised to make a significant impact within our innovative SaaS organization, contributing to our growth trajectory and reinforcing our commitment to financial excellence and operational integrity.
Requirements
What You'll Do
Reporting to the CEO as Accounting and Finance Director, you will work across these functions:
Key Skills for Director of Accounting and Finance (SaaS)
Expertise in preparing accurate financial statements (P&L, balance sheets, cash flow) in compliance with GAAP or IFRS.
Ability to analyze financial performance, identify trends, and provide actionable insights to leadership.
Deep understanding of SaaS-specific financial metrics such as MRR (Monthly Recurring Revenue), ARR (Annual Recurring Revenue), LTV (Customer Lifetime Value), CAC (Customer Acquisition Cost), churn rates, and cohort analysis.
Ability to build and maintain financial models to forecast growth, profitability, and cash flow.
Knowledge of SaaS revenue recognition principles and ability to ensure proper accounting of subscription revenue, renewals, and other contract-related income.
Strong skills in budgeting, financial planning, and forecasting to align with the company's growth strategy.
Ability to lead and manage the annual budget process and create rolling forecasts.
Expertise in managing cash flow, liquidity, and working capital, with a focus on optimizing cash conversion cycles in a subscription-based business model.
Proficiency in planning and managing capital requirements for growth initiatives.
Ability to build, mentor, and lead a high-performing accounting and finance team, fostering a collaborative and efficient work environment.
Experience in implementing effective workflows and improving team efficiency.
In-depth knowledge of internal controls, audit processes, and regulatory compliance (SOX, tax regulations, etc.).
Oversee external audit processes and ensure timely filing of all regulatory financial reports.
Expertise in corporate tax strategy, including income tax, sales tax, international tax issues, and transfer pricing as it relates to SaaS businesses.
Ability to manage tax filings, ensure tax compliance, and collaborate with external tax advisors.
Ability to implement and optimize financial systems to streamline operations and improve reporting accuracy.
Ability to partner with executive leadership to provide strategic financial insights and recommendations.
Proficiency in scenario planning and decision modeling to support long-term business goals.
Experience preparing financial reports and presentations for investors, board meetings, and fundraising rounds.
Ability to effectively communicate financial performance, projections, and strategies to external stakeholders.
Strong strategic thinking and problem-solving skills to help drive the company's growth, scalability, and profitability.
Ability to understand and navigate the nuances of the SaaS business model to guide financial decisions.
Nice to Have
Experience with selecting auditors and managing audit processes
Experience working with outsourced bookkeepers
Knowledge of SFDC
Startup experience, working in fast-paced environments
Benefits
Compensation and Benefits
Competitive salary and benefits package
Comprehensive health benefits from the first day, including medical, dental, vision, HSA, and mental health support
401K retirement savings plan to support long-term financial security
Unlimited flex time off plan, including all major U.S. holidays, for optimal work-life balance
Flexible work hours
100% remote-working environment, allowing flexibility in location
Monthly capped reimbursement for phone and internet expenses to facilitate remote work arrangements
We maintain a commitment to equal employment opportunities, ensuring that all individuals are treated fairly and without discrimination in terms of employment opportunities, conditions, and practices. Our company upholds this principle regardless of race, age, gender, religious or political beliefs, national origin or heritage, disability, sexual orientation, or any other characteristic protected by applicable law.
Ownify is rebuilding the path to homeownership to make it achievable for the next generation of homebuyers. Our fractional ownership platform allows first-time buyers to buy their home "brick by brick" while providing investment opportunities for real-estate investors.
Ownify is hiring a Finance & Accounting Director to build and lead its finance function. The company is early stage and venture funded with a remote-first working environment. Ownify is structured as an operating company (Ownify = OpCo) and a series of property holding LLCs (PropCo).
What You Will Do: The Director Finance & Accounting is a hands-on individual contributor role responsible for all aspects of Ownify's financial operations. You will work independently to both develop and manage the company's financial and accounting processes and systems. You will report to the CEO and work closely with the management team across the following areas of responsibility:
Oversee all financial operations for both opco and propco (portfolio of real estate investment companies and associated structures)
Manage financial reporting for PropCo investors, including SEC filings / reports
Build and manage K1 tax reporting for our investors Accounting for OpCo and PropCo
Manage annual audit for OpCo and PropCo
Manage entities (LLCs) and required state filings
Cash flow management
Work with product & engineering teams in building company ledger and reporting
Financial Planning & Analysis
Manage third-party service providers
How You Will Grab Our Attention:
Bachelor's Degree in finance, accounting, or related field required
MSc or MA will be a bonus, as well as CPA or other relevant certification
5+ years of experience in accounting / finance in real estate sector
OpCo / PropCo experience a plus
Strong Excel skills
Strong communication and analytical skills
Strong technical skills, product management or engineering experience a big plus!
Ability to operate independently and thrive in a fast-paced start-up environment
Possess strong attention to detail, good business acumen and excellent analytical skills
What Ownify provides:
Ability to make a meaningful difference in helping first-time homebuyers
Ability to directly impact direction of start-up company
Competitive salary Stock option grant
Fully remote environment
Robust Medical coverage, as well as Dental & Vision, FSA benefits
Objective World Investment Advisors is currently seeking a Director of Finance to provide strategic financial leadership and oversight to drive the financial health and performance of the organization. The Director of Finance will be responsible for developing and implementing financial strategies, managing budgeting and forecasting processes, ensuring compliance with regulatory standards, and delivering data-driven insights to support executive decision-making. This role will play a key part in optimizing capital structure, enhancing profitability, and supporting sustainable growth within the dynamic landscape of the financial services industry.
Typical Duties and Responsibilities
Creating forecasts that get updated on a regular basis (e.g., each month or maybe 1x/quarter).
Running point on creating the budget each year
Building the templates and/or implementing the tools to obtain input from unit leaders, department heads, etc.
Loading the data into NetSuite once the budget is complete
Meeting with unit leaders and/or department heads to review their budgets
Provide detailed analysis/write-up on budget vs. actual each month
Review reported results vs. budget to identify variances
Meet with unit leaders and/or department heads to review variances (both positive and negative)
Identify opportunities to either grow revenue or improve margins
Prepare board materials to support Renae/Troy when they meet with the board
Work with accounting to identify ways to improve analytical reporting capabilities
E.g., review results with Controller to identify any data anomalies
Work with colleagues to transition new acquisitions into “standard FPA process” for forecasting and reviewing budget vs. actual
Identify data sources that we can leverage to improve analytical capabilities
Support Accounting team with miscellaneous projects
Participate in the M&A process to help evaluate acquisition targets
Position Requirements
A Bachelor's degree in accounting, or a Bachelor's degree in business with emphasis in accounting, is required.
Degree(s) must be from a credible college or university
Excellent technology and communication skills
Ability to work independently to manage time and prioritize tasks efficiently.
Be a motivated self-starter who can make thoughtful, deliberate decisions with minimal assistance.
The desire to be an enthusiastic, cooperative team player who is always seeking ways to improve processes.
Compensation
The salary for this position generally ranges between $170,000-$180,000. This range is an estimate, based on candidate qualifications and operational needs. The position will also be eligible for up to a 15% annual bonus.
Perks & Benefits
401(k) with Employer Match
Health Insurance (with HSA option)
Dental Insurance
Vision Insurance
Life Insurance
Flexible Paid Time Off Policy
Flexible Spending Account (FSA)
Healthy Work/Life Balance
Maternity/Paternity Leave Policy
Remote Work Opportunity
About World Investment Advisors
As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets
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across 65 offices and 310 team members.
Stimulating Environment
At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients' needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World?
Great company culture with an awesome team-oriented atmosphere!
Mentorship Opportunities
Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
Professional growth opportunities
Friendly and collaborative work environment
Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering
World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
1
As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
Who are we?
FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape.
About the Role
We are seeking a highly skilled and experienced Director of Technical Accounting to lead our technical accounting and financial reporting functions. This role will be pivotal in ensuring compliance with U.S. GAAP, SEC regulations, resolving complex accounting issues, and supporting strategic initiatives across the organization. The Director will report directly to the Controller and work closely with various departments to ensure accurate financial results and proper accounting treatment.
Responsibilities
Technical Accounting Guidance: Be the primary technical accounting resource ensuring proper accounting treatment for all company activities.
Leadership & Development: Act as a subject matter expert, working with the business partners in accounting and other functions (e.g., legal, corporate development, stock administration) to identify financial risks associated with new or contemplated transactions and resolve complex accounting issues.
Financial Reporting: Own internal and external financial reporting processes including the preparation of financial statements, disclosures, supporting schedules in accordance with U.S. GAAP, as well as external/regulatory reporting requirements
Policy Initiatives: Lead all policy initiatives, including the implementation of new accounting standards. Ensure internal accounting policies are maintained and up to date.
Strategic Initiatives: Support cross-functional strategic initiatives, including product launches, new revenue models, or structural reorganizations, ensuring accounting impacts are proactively addressed.
Internal Control: Own the internal controls over financial reporting process maintaining control narratives and proposing solutions for identified segregation of duties and control gaps
Audit Committee Participation: Participate in audit committee meetings, including the presentation of required communications.
External Auditor Management: Manage the relationship with external auditors and act as the key point of contact between the auditors and internal finance teams.
M&A Support: Support due diligence and the integration of M&A deals. Lead the purchase price and opening balance sheet accounting.
System implementation: Implement tools for financial statement reporting (ie., Workiva)
Special Projects: Represent reporting and technical accounting in special projects such as finance transformation and automation initiatives.
Qualifications
15+ years of total experience with increasing levels of responsibility, including people management.
Extensive knowledge of US GAAP, IFRS, and SEC reporting (10-Q, 10-K) requirements. Expert in technical accounting issues and public company readiness initiatives.
Exceptional technical accounting memo writing skills.
Demonstrated strong leadership skills, high energy, and initiative - with a proven ability to manage significant initiatives across the organization, as well as develop and motivate staff.
Ability to work cross-functionally to obtain all relevant facts, understand the business requirements, articulate the accounting requirements and communicate the conclusions reached.
Highly developed written and verbal communication skills, excellent soft-skills, and ability to motivate and influence all levels of management.
Bachelor's degree in Accounting or Finance, CPA or equivalent required.
Experience with M&A due diligence and purchase accounting preferred. Prior working experience in a similar industry (Banking, Broker-Dealer, etc.) and ideally exposure to trading. Digital asset experience is highly preferred.
Experience with muiti-national and multi-currency accounting and with complex business structures.
Nice to Haves:
Big 4 audit or advisory experience
Experience with SEC reporting requirements and public company readiness initiatives
Familiarity with SOX compliance.
Experience with ERP systems (e.g., Netsuite).
Basic knowledge of SQL and experience with analytics tools
Experience or knowledge in cryptocurrency is a bonus but not required.
Additional Information
Flexibility to work across different time zones during crucial periods such as month-end closes.
Ability to thrive under pressure in a fast-paced, dynamic environment.
Commitment to continuous improvement and operational excellence.
The base pay for this role is expected to be between $230,000 - $311,000 for a Director level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired.
Notice at Collection and Privacy Policy
Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here.
Inclusivity Statement
FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences!
As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self.
FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law.
Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
$96k-141k yearly est. Auto-Apply 60d+ ago
VP, Controls and Software Management Systems
Vertiv Holdings, LLC 4.5
Chief executive officer/chief finance officer job in Westerville, OH
The Vice President of Controls and Software Management Systems will spearhead the global development and delivery of Vertiv's Controls and Systems Management Software products. As a key member of the Senior Leadership team, this role will drive the overall business strategy and execute the control and management software strategy worldwide. This role will have high visibility globally and be a key interface with the product, services, and regional teams to drive the product strategy, roadmap for control and management software. Additionally, this role is responsible for driving matrixed software and firmware development teams toward achieving alignment on common architecture, hardware, and solutions. The Vice President of Controls and Software Management Systems leads a centralized software organization that provides overall process control for software and firmware and owns cross-global business unit development.
This position will be based onsite in Columbus, OH.
Responsibilities:
* Develop and execute the global Control and Software strategy and roadmap.
* Develop and manage OPEX and CAPEX budget for department.
* Work with product and regional teams to develop and execute a 3-year revenue plan.
* Quarterly regional interlocks to ensure alignment on priorities, resource needs, product launch and control and software business performance.
* Lead the establishment and evolution of software architecture, defining a cohesive approach and process across the business to drive consistency, scalability, and innovation.
* Develop and manage sales enablement tools in support of controls and software solutions.
* Owns the controls and software messaging globally to ensure consistency across regions as well as tailoring to meet specific end market and regional needs.
* Management of the controls catalog, software solution portfolio and product life cycle management of controller and software platforms.
* Understanding overall control and software market size, Vertiv share, and opportunities to drive growth for the control and software business.
* Collecting inputs from regional teams on market trends, opportunities, and customer needs as a key input into overall roadmap, product requirements and overall strategy.
* Manage the research efforts for control and software solutions and identify where the market is going to understand where to focus R&D efforts.
* Investigate and recommend new technologies or new market opportunities and serve as product visionary to drive game-changing products, strategy, and direction.
* Further the advancement, functionality, and manufacturability of existing products.
* Ensure Product Development activity is in line with the strategy and direction of the business.
Requirements:
* 18+ years of relevant business experience in leading a product business segment with engineering and product management reports globally.
* Bachelor's Degree in Software, Computer Science, or Computer Engineering discipline (or equivalent of education and experience). MBA preferred.
* Experience in developing control platforms involving both hardware and firmware development.
* Experience in development of management software platforms with understanding and practice of Agile development process.
* Experience developing product strategy, roadmaps, positioning, and messaging globally.
* Proficiency in Microsoft Word, Excel, PowerPoint, and Power BI.
* Ability to research, classify, prioritize requirements, communicate among stakeholders, and present ideas in an easily comprehensible manner.
* Superior organizational and prioritization skills.
* Ability to deal with highly confidential information.
* Ability to work and multi-task in a fast-paced environment with constantly changing priorities.
* Travel Required:
* Up to 20% travel as required, with participation in global meetings outside normal working hours.
The successful candidate will embrace Vertiv's Core Principals & Behaviors to help execute our Strategic Priorities.
OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion.
OUR STRATEGIC PRIORITIES
* Customer Focus
* Operational Excellence
* High-Performance Culture
* Innovation
* Financial Strength
OUR BEHAVIORS
* Own It
* Act With Urgency
* Foster a Customer-First Mindset
* Think Big and Execute
* Lead by Example
* Drive Continuous Improvement
* Learn and Seek Out Development
About Vertiv
Vertiv is a $8.0 billion global critical infrastructure and data center technology company. We ensure customers' vital applications run continuously by bringing together hardware, software, analytics and ongoing services. Our portfolio includes power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network. Headquartered in Columbus, Ohio, USA, Vertiv employs around 20,000 people and does business in more than 130 countries. Visit Vertiv.com to learn more.
Work Authorization
No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.
Equal Opportunity Employer
Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to ********************.
#LI-RB1
New Nexus Group is a Bentonville-based strategic partner focused on developing and cultivating relationships with emerging and established brands. As an extension of our customers, we guide them every step of the way with speed, integrity, and character. Using strategies for sustainable growth, we not only get their products on the shelf, but we also work to keep them there.
Our current team has diverse experience and industry intelligence. Collectively we have the knowledge, experience, and financial acumen to bring our clients opportunities to grow their business with sound, innovative strategies. As we look to expand our team, we are seeking a strong financial leader to join our amazing team as our Director of Finance & Accounting.
This leader will partner closely with our Leadership team and provide strategic direction on how to grow our business while being a hands on contributor managing daily, monthly, quarterly, and annual accounting tasks.
If you are selected for this role, you will see how our values, listed below, shape our culture and are our foundation for success.
Core Values:
Human Connection (Heart)
We lead with empathy and respect. We build authentic relationships with clients, teammates, and community. We consider all stakeholders. We prioritize understanding over assumptions.
Unshakable Grit (Hand)
We bring steady determination, even when the path is unclear or the work is demanding. We move quickly and find solutions before problems grow. We persist through obstacles and stay focused on the goal.
Curated Intent (Mind)
We tailor our strategies to each client, not templates. We innovate and challenge old ways of doing things. We invest in tools, knowledge, and processes that drive progress.
Humble Unity (The Nexus)
We, not Me. We collaborate across functions to deliver results. We stay grounded and approachable, no matter the title.
Job Duties and Responsibilities:
Accounting Operations & Month-End Close:
Manage all daily accounting activities including AP, AR, bank reconciliations, journal entries, payroll entry/GL posting, expense management, and fixed assets.
Maintain and reconcile the general ledger, ensuring accuracy and completeness of financial records.
Lead the month-end, quarter end, and year-end close processes and prepare timely financial statements and management reports.
Ensure compliance with GAAP and internal accounting policies.
Oversee cash flow management, treasury activities, payroll processing, and bank relationships.
Financial Planning & Analysis:
Lead the annual budgeting process, working directly with the CEO and Executive Leadership Team to establish financial targets, expense targets, and performance metrics.
Monitor actual performance vs. budget and prepare monthly variance and trend analysis.
Develop financial models and forecasts to support strategic planning and scenario analysis.
Provide clear, actionable commentary and recommendations based on financial performance.
Compliance, Controls & Process Improvement:
Maintain strong internal controls and accounting procedures to safeguard company assets and ensure accurate financial reporting.
Coordinate with external CPA firm and financial consultants for annual tax filings, financial audits/reviews, and any compliance-related engagements.
Identify and implement process improvements to enhance efficiency, accuracy, and data transparency across financial workflows.
Maintain the chart of accounts and accounting system structure to support business growth.
Skills and Qualifications:
Required:
Bachelor's degree in Accounting, Finance, or related field.
5+ years of progressive accounting experience with strong knowledge of GAAP.
Experience working in the CPG industry and/or Agency Billing experience.
Strong analytical abilities to analyze profitability and provide strategic recommendations to drive growth.
Demonstrated hands-on experience managing AP, AR, general ledger, and financial reporting.
Proven track record managing month-end close and preparing financial statements.
Strong working knowledge of budgeting and forecasting processes.
High level of proficiency in accounting systems such as QuickBooks online and Microsoft Excel.
Strong analytical, organizational, and communication skills.
Ability to work independently, manage competing priorities, and maintain high accuracy and attention to detail.
Preferred:
CPA , CMA, or MBA
Experience in a small- to mid-sized, growing organization or founder-led company.
Experience fully leveraging accounting/ERP systems and finance software.
Personal Attributes:
Hands-on, resourceful, and willing to “roll up sleeves” to execute daily work.
Strong professional integrity and commitment to data accuracy.
Confident communicator who can translate financial information for non-financial leaders.
Proactive, organized, and solutions-oriented.
Our Benefits:
Unlimited Paid Time Off
Company Paid Holidays
Option to work remote on Friday
Health, Dental and Vision Insurance
Safe Harbor 401K Retirement Plan
Parental Leave
Cell Phone Allowance
Company provided Short Term Disability
We are committed to maintaining a work environment that fosters diversity, inclusivity, authenticity, mutual respect, professionalism, and growth. New Nexus is an equal opportunity employer that does not discriminate on the basis of race, creed, color, religion, age, marital status, familial status, national origin, ancestry, disability or handicap, sexual orientation, gender identity or expression, veteran status, and any other characteristic protected by applicable federal, state, or local laws.
We encourage all interested candidates to apply.
Should you need a reasonable accommodation to apply, please email your request for reasonable accommodations by using the Contact Us page and form on our website.
Location
Rogers, AR (Hybrid)
Department
Finance/Administration
Employment Type
Full-Time
Minimum Experience
Ventura is seeking a dynamic Chief Operating Officer to champion a vision of sustained success, organizational growth, and excellence. The COO will be responsible for setting and achieving annual objectives, nurturing a collaborative and team-oriented culture, tracking key performance metrics, and overseeing the Client Support Group, Controller, and Compliance Officer. This role reports directly to the CEO and, indirectly, to a five-member board-two of whom are independent directors.
Founded in 2016, Ventura became a Minnesota non-deposit trust company in December 2022, regulated primarily by the Minnesota Department of Commerce. We specialize exclusively in fiduciary services for Employee Stock Ownership Plans (ESOPs), serving over 180 ongoing clients across 31 states. Each year, Ventura acts as trustee for approximately 30 transactions, mainly new ESOP formations and third-party sales, and receives more than 115 referrals annually from ESOP professionals, contributing to exceptional, consistent growth.
As a newly formed employee-owned company, every team member now contributes directly to Ventura's financial success, making profit and growth a shared objective.
EOE
Responsibilities
We value strong, transparent communication and believe that building meaningful relationships with staff, vendors, and advisors is crucial. The ideal candidate will demonstrate comfort with systems and software, a passion for ongoing learning about the ESOP industry, and a commitment to high professional standards. Responsibilities also include management of customer service, compliance, human resources, cybersecurity, vendor partnerships, financial analysis, insurance, and reporting. Marketing and legal management will also report to the COO after a transition period.
Ventura operates as a fully remote organization, with a team of 20 employees across eight states. Success in this environment requires teamwork, personal accountability, dedication to superior performance, a hands-on approach and a drive for continuous improvement.
Qualifications
Ideal candidates possess at least five years of proven operations experience, a strong commitment to serving the needs of both internal and external stakeholders, and robust financial acumen. Documentation of this background is required for consideration.
Chief executive officer/chief finance officer job in Columbus, OH
Who You'll Work With In our Salesforce business, we help our clients bring the most impactful customer experiences to life and we do that in a way that makes our clients the hero of their transformation story. We are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways. Our team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. As the 3rd largest Salesforce partner globally and in North America, we are committed to growing and developing our Salesforce talent, offering continued growth opportunities, and exposing our people to meaningful work that aligns to their personal and professional goals.
Job Title: Director, Financial Services Cloud - Salesforce
As a Director in our Global Salesforce Financial Services Cloud capability practice, you'll lead and drive sales pursuits, expand our Financial Services Cloud and Financial Services footprint through exceptional client delivery, and develop and cultivate client relationships within the Financial Services industry, and its sub verticals.
This is an exciting opportunity for a results-driven leader with client management, sales, and client delivery experience working with financial services customers.
This role requires deep industry expertise and the ability to interface with senior level client executives. With this deep expertise comes the ability to help clients think strategically about their investments in the Salesforce platform and the required services to implement.
The ideal candidate has experience leading and driving complex Financial Services Cloud pursuits and has a passion for both sales and delivery. In this role, you will focus on supporting sales pursuits, providing subject matter leadership, client management, client delivery, and leading the Salesforce account strategy in partnership with regional market leadership for an account and/or set of accounts.
Responsibilities:
Support sales pursuits; serve as a global leader that encourages Pursuit Excellence throughout the deal cycle.
* Supports sales pursuits and sales process in partnership with local market leadership and global industry and capability leaders
* Proactively engages capability leadership; partners with go to market leaders, regional leaders to help solution the engagement approach and scope for our clients
* Determines sales strategy inclusive of win themes in partnership with regional market sales leadership
* Manage an overall team utilization target of 76%
* Supports development of proposal and statement of work
* Drives decision making on deal structure in partnership with sales solution leads
* Ensures deal due diligence (staffing, financials, legal, risk management, contract approval gates)
* Work closely with Slalom's Talent Acquisition team to attract the best Salesforce talent in the market
* Identifies pursuit close plans, identifies blockers and risks, and escalates any issues impacting pursuit progress
* Actively participates in driving pursuits to closure and supports contracting process in partnership with regional and local sales leadership
Business development:
Focuses on increasing our Financial Services Cloud footprint across Banking, Insurance and Wealth and Asset Management accounts
* Responsible for $15-20M+ annually within the Financial Services Cloud Capability
* Proactively thinks beyond the project and product to continue to expand our engagements with our clients
* Serves as a bridge between pursuit and delivery teams; focuses on identifying opportunities to expand our footprint on accounts to bring more to our customers in partnership with Salesforce and other capabilities
* Leverages relationships across the ecosystem to nurture leads, opportunities, and existing partnerships
Client Engagement Management:
Builds and cultivates relationships with senior clients (project sponsor, director level and above)
* Shares industry and product thought leadership in partnership with Slalom Industry and Salesforce Industry Capability leadership
* Identifies opportunities for Slalom to continue to help our clients achieve business objectives
* Partners with in-market Accountable Executives and Client Partners to ensure customer success and satisfaction, using Slalom's "Customer Love" survey criteria
Delivery & Delivery Excellence:
Exceptional client delivery; responsible for ≥60% individual utilization delivering industry specific solutions and offerings
* Engages as part of client project teams ranging from 2-15+ consultants, and brings industry perspective and expertise to the overall project engagement
* Keeps a pulse on industry trends through client engagement and delivery and provides feedback and insights to industry leadership to inform our solution program
* Provides oversight and project delivery governance best practices, and oversees project delivery quality
Industry & Platform Expertise:
* 10+ years' experience in the Financial Services industry
* 10+ years' consulting experience
* 3+ years' leading Financial Services Cloud programs
* Maintains awareness of industry best practices (working with Industry leaders)
* Broad understanding of Salesforce and the Financial Services ecosystem and offerings (working with Capability leaders)
Qualifications:
* Minimum 3-5 years of account/delivery management experience
* Experience working with banking customers and experience in a large consulting environment
* 3-5 years' experience selling and delivering within the Salesforce Financial Services ecosystem
* Previous sales and consulting experience, as well as experience working in an account leadership and/or customer success role
* Prior experience meeting and exceeding sales targets of a similar size
* Skilled at leading teams through complex technology solution sales
* Passionate about financial services, and technology
* Proven track record in selling through exceptional client delivery
* Experienced in building relationships with customers (director level and above)
* Able to partner with clients to understand their organizational needs and recommend solutions that add value to their business
* Strong customer service and interpersonal skills
* Budget and project management experience
* Excellent verbal and written communication skills
* Able to travel up to 30%
About Us
Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.
Slalom is committed to fair and equitable compensation practices. For this role, we are hiring at the following levels and targeted base pay salary ranges:
East Bay, San Francisco, Silicon Valley:
Director: $192,000-$307,000
San Diego, Los Angeles, Orange County, Seattle, Boston, Houston, New Jersey, New York City, Washington DC, Westchester:
Director: $175,000-$281,000
All other locations:
Director: $161,000-$258,000
In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
We will accept applicants until January 30, 2026, or until the position is filled.
We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: ********************.
EEO and Accommodations
Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.
$192k-307k yearly Easy Apply 8d ago
Finance and Business Management and Controllers - United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Chief executive officer/chief finance officer job in Columbus, OH
JobID: 210687506 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $88,000.00-$125,000.00;Jersey City,NJ $88,000.00-$125,000.00;Columbus,OH $72,000.00-$100,000.00;Plano,TX $76,000.00-$117,000.00
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 21, 2025 and ending July 31, 2025 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Finance & Business Management at JPMorganChase
The Office of the ChiefFinancialOfficer (OCFO) is a firmwide function that provides support to manage the business processes, systems, infrastructure and strategy that help sustain and drive the firm's operations and performance. OCFO consists of Global Finance & Business Management, Treasury/Chief Investment Office, Control Management, the Chief Administrative Office and Firmwide Business Resiliency. There are about 16,000 colleagues around the globe within OCFO who work together to support the firm's lines of businesses and functional areas..
What We Look For
You will be a creative, innovative team player with analytical, technical, problem solving, planning and organizational skills. You must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex issues in an organized and articulate manner. The ability to build and maintain good clients and colleague relationships is a crucial requirement of the program.
Prior experience in an accounting or finance team in a corporate environment is highly beneficial.
$88k-125k yearly Auto-Apply 24d ago
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