Chief Financial Officer - The Portland Clinic
Chief finance officer job in Portland, OR
Health e Practices LLC, is excited to partner with The Portland Clinic to identify their next Chief Financial Officer.
The following information is designed to outline the essential functions and position requirements of this job. It does not identify all tasks that may be expected, nor address the performance standards that must be maintained.
Primary Function Responsible for partnering with staff and board leadership to ensure the financial success of The Portland Clinic. CFO oversees team of professionals who are responsible for the daily financial functions of the clinic. CFO analyzes current trends, proposes new tactics, measures results and recommends improvements. CFO works closely with CEO, CMO, COO, and other executives on execution of the clinic's strategic plan and is a key ex-officio member of the Executive Board of five Partner owners.
Duties and Responsibilities: ( * Essential Functions)
Analyze financial trends in all aspects of the clinic operation and present findings and recommendations to the executive leadership team for discernment and action.*
Serve as an engaged participant on the Executive Chiefs Team, which guides the execution of The Portland Clinic Strategic Plan.*
Prepare and offer timely, accurate and engaging presentations to all the Partners and Associates who attend the Quarterly Clinic Partnership meetings.
Address physician questions, comments, and concerns in a timely manner.*
Supervise team members as outlined in the TPC organizational chart. Ensure deadlines are met related to reporting, work queues, billing, and accuracy.*
Maintain a positive team environment in these departments and conduct annual performance evaluations for all direct reports.*
Serve as the clinic's chief liaison with critical contractors, including the clinic's primary bank, its outside accountant, cost reduction analysis personnel, etc.*
Offer accurate, timely and insightful reports about the clinic finances to Executive Board. Also address all other issues related to finance that are on the agenda.*
Supervise the preparation of the annual clinic budget. Collaborate with the controller and clinic supervisors on their portions of the budget.*
Calculate and ensure the accuracy of provider compensation. Effectively communicate changes in compensation. Use the Partner/owner compensation formula to calculate pay and bonuses for all participants. Calculate quarterly the estimated retirement plan contributions for Partners.*
Partner with team leaders on applications such as coverage for property, crime, D&O, Cyber, general liability, auto, and ASC.*
Meet with associates interested in joining the partnership and calculate the impact of the partner formula and a comparison of their current status.*
Invest monies regularly based on cash flow following the clinic's investment policy.*
Collaborate closely with our outside auditors on the Clinic Annual Audit. Prepare necessary schedules and research all questions that they have based on their findings. Coordinate all tax filings with outside tax accountants.*
Regularly evaluate financing options.
Attend conferences and seminars that continually provide excellent information on the latest financial practices and where we can generate more revenue or save additional costs.*
Regularly audit reports from health insurance plans related to risk pool settlements, to ensure their accuracy.
Oversee Capital Budget requests and the process for approval, in working closely with Purchasing and the Value Analysis Team.*
Oversee Portland Coordinated Care Association (PCCA).
Assume projects given by the CEO or the Executive Board.
Work in a cooperative manner with management/supervision, coworkers, customers, and vendors.*
Abide by company policies.*
Maintain regular, in person, work attendance and punctuality, as scheduled.*
Other duties as assigned.
Requirements:
Minimum of 10 years of progressive financial management experience, ideally within a large physician-owned practice required.
Minimum 2 years' experience in public accounting preferred.
Bachelor's degree in healthcare administration, accounting, finance, or related field required.
CPA or MBA strongly preferred.
Experience/Qualifications/Skills Preferred:
Experience managing finances in multi-specialty or equivalent health care business.
Proven track record of producing accurate, timely, and insightful financial reporting.
Strong leadership skills with experience managing and developing teams.
Demonstrated ability to communicate complex financial concepts to non-financial stakeholders, particularly physician leaders or professional owners.
Collaborative and strategic mindset with a commitment to teamwork and organizational success.
Experience in using products such as: Microsoft Office(Excel, Work, PowerPoint, Access), Epicor Accounting Software with FRx report writer, EPIC (Electronic Health Record).
Compassionate, patient, tactful, diplomatic, sociable, well organized, thorough, and independent.
Planning, organizing, and delegation skills.
Excellent communication skills, especially in presenting information to physicians and Executive Board.
Skill in establishing and maintaining effective working relationships with Business Office, Executive Board, physicians, and other staff.
Vice President, Senior Counsel Retail
Chief finance officer job in Portland, OR
Schnitzer Properties, a dynamic 75-year-old real estate company, is aggressively expanding its 31 million square foot portfolio of properties through $1 billion of industrial development properties and acquisitions in six Western states. Because of this growth, we are looking to add a Vice President, Senior Counsel to help build on this success. This is a fabulous opportunity to work with the best and the brightest in commercial real estate! We want all new positions to be filled with individuals who are driven by excellence and looking for a long-term career. In 75 years, Schnitzer Properties has never had a default or missed a payment to anyone!
We have offices in Seattle, Portland, San Francisco, Sacramento, Las Vegas, San Diego, Phoenix, and Tucson. Our staff of almost 270 professionals are nearly all long term and are prepared to work for a company that has a family first philosophy - meaning your family always comes first and your Schnitzer Properties family is always there to support you.
The Vice President, Senior Counsel for our Retail Department will provide legal guidance and support to the Company and its respective teams in connection with all facets of its business including but not limited to leasing, property management, development, acquisitions, and finance in connection with all retail properties in the Company's portfolio.
Essential Functions/Tasks:
Provide legal support for leasing, property management, acquisitions, finance, and other departments as needed.
Negotiate and draft letters of intent, leases, exhibits, amendments, assignments, termination agreements, licenses, SNDAs, estoppels and any other necessary legal documentation.
Assist with negotiations of leases and other agreements with tenants and vendors.
Draft and negotiate amendments to existing CCRs, easements and other recorded documents on retail properties as necessary.
Review existing leases and update lease provisions.
Assist with retail leasing matters including preparing legal abstracts, outlining and tracking critical dates, and updating leases.
Assist property managers with lease disputes with tenants.
Communicate frequently with SVP - Retail and AVP, Retail Leasing on prioritizing legal work.
Regularly update templates to improve provisions and ensure compliance with laws.
Assist with acquisitions of retail properties including reviewing leases, creating legal abstracts, and drafting memos outlining critical issues with existing leases.
Assist with Legal Department needs.
Experience, Training, Skills Required:
Minimum 10 years practicing commercial real estate law, specifically with retail properties, with thorough understanding of contract/finance law and real estate transactions (acquisitions, leasing, financing, and property management).
Experience in drafting documents and agreements related to the real estate industry.
Ability to analyze and interpret complex lease clauses.
Excellent communication skills.
Ability to handle heavy workload and shift priorities on a regular basis.
Draft complete, concise and high quality written legal documents.
License or Certificate Required:
Admission to and in good standing with the Oregon State Bar.
Education:
Juris Doctor Degree.
Bachelors Degree.
Travel Requirements:
Limited travel to properties or regional offices may be required.
Schnitzer Properties offer a full benefits package with medical, dental, vision, 401k, and FSA options as well as vacation, sick, and holiday pay.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Chief Financial Officer
Chief finance officer job in Happy Valley, OR
Job Details Corporate - Clackamas, OR Full TimeDescription
Our Vision
A world where no resource is wasted.
Our Mission
To ensure that no resource goes to waste by empowering people to redeem every container easily, efficiently, and effectively.
Our Values
We are loyal, resilient, trustworthy, creative, competent, and engaged.
Summary
As a strategic business partner to the CEO, this financial leader collaborates with the executive team to provide finance and accounting support for companywide operational departments and other partnerships. Drive business performance by influencing and executing strategies that further OBRC's mission statement.
Primary Duties & Responsibilities
Advise in an active and supportive manner, the CEO, Board of Directors and other executive team members on strategic plans with a focus on controlling costs and meeting budget goals.
Develop an in-depth understanding of OBRC's business model, strategy, employees and customers.
Lead the Finance and Accounting team to provide and interpret financial information to improve performance, efficiency and decision making across all departments.
Influence executive decisions with data and respectful challenges to the status quo.
Ensure sound financial management and control practices including internal financial reporting, internal controls, audit and tax compliance, accounting, strategic and operational financial planning and analysis, budget preparation and reporting, management reporting, as well as insurance and risk management.
Direct and manage the treasury function including planning and forecasting cash flows and maintaining the primary relationship with banking partners.
Partner with Human Resources in overseeing and managing employee retirement benefit plans and other benefit plans including health insurance, life and disability insurance.
Manage OBRC patron relationships and lead the team members in monitoring and signing up new cooperative patrons. Successfully monitor the monthly reporting process by patrons to ensure compliance with service agreements.
Consult and lead business departments during the annual budgeting process and any required forecasting to support capital and business development projects.
Provide timely and accurate analyses of budgets, financial reports and financial trends.
Ensure data systems can meet the company's business objectives.
Compare actual performance against forecast and recommend corrective action when actual performance is significantly unexpected.
Provide monthly internal reports and periodic reforecasting of the current year's financial and business plans.
Oversee OBRC's Loss Prevention Department which emphasizes asset protection on a companywide basis and security at specified BottleDrop locations.
Review legal documents and manage legal challenges in collaboration with CEO/COO and legal counsel.
Supervise and manage a team of employees including recruitment and hiring of staff, performance management, discipline and terminations.
Other duties as determined by business needs.
Education/Experience
Bachelor's degree in finance, business or other related field is required. MBA or advanced degree is preferred.
15+ years of progressively responsible financial leadership experience required including public accounting experience. At least 3 of those years should have been in a CFO or financial executive leadership role.
CPA is highly desirable.
Requirements - Skills, Job Knowledge & Abilities
Strong verbal and written communication skills; ability to communicate effectively at all levels with both internal and external partners.
Demonstrated leadership ability, confidence, executive presence and ability to motivate accounting and other employees.
Self-starter who works with a sense of urgency.
Strong organization skills with exceptional attention to detail with a high level of accuracy.
Proficiency and professional knowledge of MS Word, MS Excel, and Outlook.
Adaptability, and ability to approach changes and problems with curiosity, humor with the ability to change course.
Technical financial knowledge including cash-flow management, reporting, and analysis.
Strong interpersonal skills to listen to understand different perspectives and motivations.
Ability to assess a business problem quickly and identify solutions that address the root cause.
Ability to delegate tasks and support the team by being hands on during periods of high need.
Ability to effectively manage people and performance to deliver improving team performance.
Experience with coaching and mentoring direct reports and assisting with conflict resolution.
Supervisory Responsibility
Supervision and oversight over Finance and Accounting, Patron Membership, Loss Prevention and other certain other general administrative support team members.
Travel
Negligible (less than 15%) local travel, occasional out-of-state travel.
Working Conditions/Physical Requirements
Perform work in an indoor professional office environment.
Use standard office equipment and supplies.
Sit/stand for continuous periods of time at a desk and work on a computer, walk occasionally
Use arms, wrists, hands and fingers to reach, grasp objects, use tools, and for writing and keyboarding.
Read, write, and speak to communicate effectively with others.
Listen to interpret comments and instructions received.
Visual abilities to be able to read printed documents and computer screens.
Lift, carry and push/pull to move office products and supplies up to 20 pounds.
May require hours beyond 40 hours a week.
Interim Healthcare CFO
Chief finance officer job in Vancouver, WA
A private equity-backed Dental Services Organization on the West Coast is seeking an interim finance leader following the resignation of its CFO. The company will have about 4 weeks of overlap with the current CFO, creating an opportunity for knowledge transfer and a smooth transition. The client is open to either a senior-level Interim CFO or a strong Senior Controller with the right expertise.
Key Responsibilities:
Provide leadership over the finance and accounting function.
Manage complex accounting areas, with a strong focus on GAAP revenue recognition and healthcare revenue cycle management (RCM).
Lead budgeting, forecasting, and financial planning processes.
Maintain audit readiness and compliance with healthcare and accounting regulations.
Qualifications:.
Experience as a CFO, VP Finance, or Senior Controller in a private equity-backed healthcare services company strongly preferred.
Strong hands-on experience with RCM, budgeting, forecasting, and cost control.
Accounting expertise preferred including technical GAAP accounting and revenue recognition in a healthcare or DSO setting
Exceptional communication skills, with ability to support both management and investor-level reporting.
Ability to roll up sleeves while also providing leadership-level guidance.
Availability to travel onsite 1x per month to the company's West Coast headquarters; otherwise remote/hybrid.
Engagement Details:
Start: Immediate (with overlap alongside current CFO).
Location: West Coast, with onsite presence ~1x/month.
Duration: at least 3-4 months - interim assignment with potential for extension.
Financial Services Vice President of Sales
Chief finance officer job in Camas, WA
Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity:
You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This in an in-office job located in Camas, WA.
The Day-to-Day:
Be the voice of Fisher Investments to prospective clients
Review prospects' personal financial situation and provide solutions
Educate prospective clients on the competitive landscape
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
No travel required as this position is focused on phone-based sales or virtual connections
Your Qualifications:
2+ years experience working in financial services
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
Multi-year track record of success driving results
Success persuading and educating prospects
Compensation:
Commission/variable pay based position - $100,000 - $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed
This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Auto-ApplyChief Financial Officer
Chief finance officer job in Canby, OR
Job Description
JOIN MILWAUKEE ELECTRONICS - 70 YEARS OF INNOVATION & EXCELLENCE
Milwaukee Electronics is a leading provider of innovative manufacturing solutions, combining decades of experience with cutting-edge technology to deliver superior results. Our mission is to empower businesses with tailored solutions, enabling growth and success in an ever-evolving market. With a strong emphasis on collaboration, quality, and customer satisfaction, we are committed to driving innovation and shaping the future of manufacturing.
This is a full-time, onsite executive role that may be based out of either our Canby, OR facility or our Milwaukee, WI facility.
The Chief Financial Officer (CFO) is a key member of the executive leadership team, responsible for all aspects of financial management, strategy, and performance. The CFO partners closely with operations, supply chain, and commercial leaders to align financial goals with manufacturing objectives while ensuring compliance, efficiency, and sustainable growth.
We are seeking an experienced finance leader with a strong background in manufacturing operations, cost accounting, and global business practices. This role offers the opportunity to shape financial strategy, lead a high-performing team, and make a direct impact on the growth and success of the company.
Essential Duties and Responsibilities
Strategic Leadership
Serve as a strategic partner to the CEO, President, executive team, and board of directors, providing insights on growth, profitability, and sustainability.
Develop and execute financial strategies that support long-term business objectives.
Provide recommendations on operational efficiency, capital allocation, and expansion opportunities.
Maintain a strong relationship with financing partners.
Development of financial plans and forecasts, capital expenditure plans, budgets, cashflow forecasts and covenant forecasts.
Financial Management & Reporting
Oversee domestic and international financial operations, including accounting, reporting, tax, and treasury functions.
Ensure accuracy, timeliness, and compliance of financial reporting under U.S. GAAP and local statutory requirements in Mexico, India, Singapore, and other jurisdictions.
Lead preparation and presentation of financial results, KPIs, and dashboards for executive leadership and stakeholders.
Work with the outside CPAs for successful financial audit and tax reporting.
Operations & Cost Management
Partner with manufacturing leaders to monitor operational performance and key cost drivers.
Oversee cost accounting, inventory valuation, and margin analysis to support informed decision-making.
Drive initiatives that enhance efficiency, reduce costs, and improve profitability across global operations.
Lead the relationships with the benefit providers, 401k, self-insured health and dental, disability and life. Maintain a competitive benefit package that is cost effective.
Contracts, Risk & Compliance
Manage and negotiate the business insurance package.
Negotiate, review, and manage NDA's and contracts with customers, vendors, and service providers.
Ensure compliance with federal, state, and international financial and tax regulations.
Strengthen internal controls and risk management practices across the organization.
Team Leadership & Development
Lead and mentor the finance team, including a Director of Finance, Corporate Controller, Accounting Clerk, and two Senior Staff Accountants.
Foster a culture of accountability, collaboration, and continuous improvement.
Develop team capabilities to support evolving business needs.
Global Responsibilities
Oversee domestic and international financial operations, ensuring compliance with U.S. GAAP and local statutory requirements in Mexico, India, Singapore, and other jurisdictions.
Manage global tax strategy, including transfer pricing, cross-border compliance, and coordination with external auditors and advisors.
Drive consistency in financial practices, systems, and reporting across all locations while respecting local requirements.
Collaborate effectively across diverse geographies, time zones, and cultures to ensure alignment and accountability.
Key Partnerships
The CFO will collaborate across the organization to bridge finance with operations, including:
Operations & Manufacturing - Partner with Plant General Managers, Supply Chain, Logistics, and Quality teams to manage production performance, cost drivers, and efficiency improvements.
Engineering & Product Development - Collaborate with R&D and Process Engineering on new product investments, process improvements, and automation initiatives.
Commercial Functions - Support Sales, Business Development, and Program Management with pricing strategy, contract terms, revenue forecasting, and customer profitability.
Corporate Services - Align with HR on labor costs and workforce planning, IT/ERP on systems and reporting integration, and Legal on contracts, risk, and compliance.
Executive Leadership & Board - Partner with the CEO and board of directors to provide insights on financial performance, growth opportunities, and long-term strategy.
Qualifications
Bachelor's degree in Accounting, Finance, or related field required; CPA with 5+ years of professional experience required. MBA or CMA strongly preferred.
15+ years of progressive finance experience, including 5+ years in a senior leadership role.
Proven expertise in manufacturing finance, including cost accounting, margin analysis, and operations support.
Demonstrated success in contract negotiation, risk management, and global financial operations, including multi-site, international entities.
Experience in mid-sized companies ($100M-$250M revenue) and familiarity with scaling finance across multi-site global operations preferred.
Strong executive communication skills with the ability to influence across functions, geographies, and cultures.
Hands-on, detail-oriented leader with a strategic mindset, adaptability, and integrity in a fast-paced environment.
Key Competencies
Strategic, financial, and analytical thinker with proven ability to align financial strategy to business goals
Deep understanding of manufacturing operations, cost structures, and operational performance drivers.
Strong business acumen with demonstrated negotiation and partnership skills.
High integrity and commitment to ethical practices
Collaborative leadership style with a focus on developing people and building high-performing teams.
Advanced data analysis skills and systems expertise, including ERP and CRM platforms, business intelligence tools, and Excel, with the ability to translate data into actionable insights.
Physical Demands
While performing the duties of this role, the employee is regularly required to use hands to handle or feel; reach with arms; and talk or hear. The employee frequently sits and occasionally stands or walks. The employee must occasionally lift or move up to 5 pounds. Specific vision abilities include close vision, color vision, peripheral vision, and the ability to adjust focus.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
This role may be based out of our Canby, OR or Milwaukee, WI facility, with periodic travel required to company locations, customer sites, and business meetings both domestically and internationally.
MILWAUKEE ELECTRONICS IS AN EQUAL OPPORTUNITY EMPLOYER
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or age. If you are an individual with a disability and need a reasonable accommodation in the application or hiring process, please contact Human Resources at ************ or ***************************.
For more information about our commitment to equal employment opportunity, please see this government poster: Know Your Rights: Workplace Discrimination is Illegal | U.S. Equal Employment Opportunity Commission (eeoc.gov).
Because this job has access to controlled technology, we must comply with ITAR. Any job offers will be contingent on verification that the candidate is a U.S. person (i.e., U.S. citizen, U.S. nationals, lawful permanent resident, or individual granted asylum/refugee status in the U.S.) or can otherwise satisfy ITAR compliance requirements. If applicable, if an individual is not a U.S. person, our policy is to not take the extra step of seeking approval from the federal government for that person to work in this position.
Upon hire, the successful candidate must present acceptable proof of identity and current authorization to work in the U.S., as required on Form I-9. We do not provide sponsorship support for employment-based visas such as H-1B.
#MEC
Director, Consult Partner - Digital Workplace Services / Financial Industry
Chief finance officer job in Salem, OR
**Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities.
**The Role**
Kyndryl Consult is the fastest growing business within the organization and instrumental to the company's strategic growth objectives. You will play a key leadership role across multi-disciplinary teams, guiding them through complex consulting engagements and be responsible for creating and positioning strategic change agendas within Kyndryl's largest accounts across the C-suite, spanning the intersection between complex Business and IT customer solutions, transformations that impact across the entire customer Eco-system.
This role is focused on delivering digital modernization through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility, collaboration, and overall digital experience. As a Consult Partner, you will have a pivotal role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a strong presence, industry expertise, and the ability to cultivate relationships with CXO-level clients. Your leadership will be critical in fostering talent development and innovation within the organization.
This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership.
**Contribute to Profitable Growth:**
+ Drive significant financial outcomes through signings and revenue targets
+ Ensure sustained growth and profitability, managing margin expectations and backlog growth
+ Support the identification, pursuit and conversion of a pipeline of business development opportunities
+ Undertake scoping and fee negotiation on engagements, while enduring profitability and understanding and containing risk
+ Apply consultative judgment to accurately scope work, negotiate fees, and draft Statements of Work (SOWs) that align with client needs and enable rapid delivery.
+ Leverage a proven track record of consulting and selling digital workplace services, managing large client portfolios and driving revenue growth.
**Client Engagement:**
+ Consult, advise, and deliver technology-centric DWS consulting engagements with new and existing Kyndryl clientele, focusing on enhancing client HR, IT service management, collaboration, contact center, and employee experience functions across the enterprise.
+ Build and maintain deep relationships with client CXOs, becoming the 'go-to' trusted advisor to senior executives and opening doors with existing relationships to accelerate sales cycles.
+ Lead C-level client interactions and consulting initiatives, deliverables, and outputs of deal engagements, demonstrating credibility and expertise.
+ Demonstrate a deep understanding of discovery, design, and deployment processes to guide clients through digital workplace transformations.
+ Anticipate and articulate future challenges in digital workplace services, including those driven by Copilot, agentic AI, and evolving office models, to position Kyndryl as a strategic partner.
+ Bring consulting experience-preferably in the Banking and Financial Services space-to tailor engagements that resonate with industry-specific needs and priorities.
+ Enhance client satisfaction, as measured by Net Promoter Score (NPS) and new relationship development; secure client references.
**Operational Excellence:**
+ Achieve individual and team utilization targets
+ Lead the design of complex engagements and take responsibility for oversight of delivery, ensuring high performance and customer satisfaction
**Leadership, Management, People:**
+ Lead by example; Fostering a culture of continuous personal and professional development and challenging our people to be curious and innovative and supportive for each other. At the same time ensuring that all outcomes are commercially focused, value adding and effectively executed
**Strategic Contribution:**
+ Drive Kyndryl's delivery capability with new and existing clients by leading DWS-focused transformation programs, services and implementations centered on Collaboration, Virtualization, Contact Center, Employee Experience, and related DWS offerings.
+ Utilize industry and technology expertise to shape and drive the company's strategic initiatives.
+ Align with Kyndryl's strategic vision and contribute to its execution.
+ Drive external eminence and innovation, establishing a strong personal and organizational brand in the industry.
+ Proactively develop thought leadership and intellectual capital
Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment.
**Who You Are**
Who You Are
You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others.
**Required Skills and Experience**
+ Candidates with consultative expertise to articulate Digital Workplace challenges and advise on strategies addressing trends like Copilot, Agentic AI, and the future of work are strongly encouraged to apply
+ Experience in discovery, design, and deployment of Digital Workplace solutions using technologies including, but not limited to Microsoft M365, Intune, AVD, Copilot, Viva, ServiceNow ITSM, Amazon Connect, and Google Suite strongly preferred.
+ Extensive experience in client engagement and relationship management at the CXO level
+ Demonstrable ability to build and commercialize relationships with senior executives
+ Proven track record of leading and executing complex projects with multi-disciplinary teams in a consulting, corporate or public sector environment
+ Expertise in mergers and acquisitions (M&A) integration within the Digital Workplace context would be a plus
+ Effective financial acumen with experience in driving revenue growth and managing margins
+ Experience of managing or supporting high-value business development activities with senior stakeholders
+ Sound personal brand and eminence in the Banking and Financial services industry preferred
+ Demonstrated ability to innovate and drive change
**The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule. Your actual compensation may vary depending on your geography, job-related skills and experience. For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:**
**California: $175,080 to $343,920**
**Colorado: $159,240 to $286,560**
**New York City: $191,040 to $343,920**
**Washington: $175,080 to $315,240**
**Washington DC: $175,080 to $315,240**
**This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off. Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.**
**Being You**
Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way.
**What You Can Expect**
With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed.
**Get Referred!**
If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address.
Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
Asset Management - Campbell Global - Fund Controller, Vice President
Chief finance officer job in Portland, OR
Campbell Global, a subsidiary of J.P. Morgan, is a renowned global investment manager specializing in forestland. Based in Portland, Oregon, we have nearly 40 years of experience in managing 5.5 million acres worldwide for various institutional investors. As part of the Alternatives platform within Asset Management, we offer a unique opportunity in the field of forestland management and value creation.
As a Fund Controller within the Alternatives platform of Asset Management at Campbell Global, you will play a crucial role in launching and overseeing the development of daily accounting, financial reporting, and coordination with professional service providers for our new private equity fund. You will work closely with our Controller and Director of Accounting to ensure the organization's Accounting function is top-notch. Your key responsibilities will include ensuring accurate valuation of the fund, managing the Fund's general ledger, fulfilling reporting requirements, overseeing the precise completion of the financial statements, and ensuring the accurate completion of day-to-day functions.
Job Responsibilities
Prepare timely and accurate Net Assets Values (NAV), financial statements (income and expense accruals), commitments and other fund accounting output for subsequent review
Review all Cash, AP and AR activities and monitor P&L accounts and activities to ensure accuracy and investigate any unusual variances and transactions.
Work in partnership with the investment and analysis team to produce portfolio management information
Work cross-functionally with other departments (Client Accounting, Legal Entity Controllers, Operations, Legal, etc.) and assist in any ad-hoc requests from management or other departments.
Reconcile and oversee the work of staff and ensure that the reporting to institutional investors and private clients is completed in an accurate and timely manner
Lead the completion of the Annual Financial Statements and audit
Lead regulatory reporting across all relevant jurisdictions
Lead tax related analysis and associated work
Conduct other tasks in the effective running of the business and future growth initiatives.
Represent Campbell Global at all levels while maintaining positive public relations.
Required qualifications, capabilities and skills
5 years+ of progressive experience performing fund accounting and financial reporting
Strong knowledge of financial reporting standards including U.S. GAAP and IFRS
Experience reviewing portfolio company financials and valuation models
Ability to work cross-functionally and respond to various stakeholders needs
Skilled in contributing and bringing value to management meetings and committees
Advanced communication skills, both oral and written
Attention to detail and accuracy
Excellent analytical and problem-solving skills
Proactive worker who can work independently and resourcefully
Outstanding time management and communication skills
Bachelor's Degree in Accounting or Finance
Preferred qualifications, capabilities and skills
1 year + of supervisory experience including direct supervision, coaching and mentoring
CPA certification or equivalent preferred
Auto-ApplyCEO & Chairperson of LoRa Alliance (2017)
Chief finance officer job in Beaverton, OR
2017 Chairman of the LoRa Alliance search
Contacts: Olivier Beaujard (Semtech) & Bertrand Waels (Semtech)
Placement - Donna Moore
COO (Chief Operating Officer)
Chief finance officer job in Portland, OR
Portland, Oregon, Metro Area, Onsite
Reports to: Managing Partners
who our client is…
Our client is a fast-growing law firm dedicated to serving clients in the property management and multifamily housing sectors. Known for practical solutions, deep industry expertise, and exceptional client service, the firm has established itself as a trusted partner helping clients navigate compliance, litigation, and business growth with confidence.
With a strong regional presence and plans for expansion into additional states, the firm is entering an ambitious new phase-poised to triple in size within the next several years. By combining legal excellence with technology-enabled operations, the organization is reimagining what modern legal service looks like: fast, data-informed, collaborative, and client-first.
what our client needs…
Our client is seeking a strategic and operationally-minded Chief Operating Officer (COO) to lead internal operations during a pivotal stage of growth.
As a key member of the executive leadership team, this individual will translate vision into execution, ensuring the firm's infrastructure, people, and processes scale in alignment with strategic goals. The COO will bring clarity, structure, and momentum-strengthening the backbone of the firm across finance, HR, technology, and administration while upholding a culture of transparency, collaboration, and accountability.
This leader will play a pivotal role in building scalable systems, enabling multi-state expansion, enhancing operational efficiency, and helping the firm evolve into a technology-forward legal services organization recognized for its speed, quality, and innovation.
what you will do…
Strategic Alignment & Partnership
Serve as an executive thought partner to the Managing Partners, advising on operations, growth strategy, and resource allocation.
Lead annual and quarterly operational planning, ensuring alignment between firm strategy and execution.
Translate long-term goals into measurable priorities and performance metrics for operations.
Conduct firmwide readiness and capacity assessments to anticipate needed resources.
Partner with practice leaders to ensure data-informed, operationally sound business decisions.
Operational Excellence & Scalability
Design and implement scalable systems, structures, and workflows to support growth.
Build an operations playbook with standardized policies across HR, finance, and administration.
Foster a continuous improvement mindset to drive quality, efficiency, and accountability.
Develop and track operational KPIs that measure productivity and team performance.
Oversee vendor partnerships, facilities management, and back-office operations.
Build governance frameworks for prioritization and cross-departmental project alignment.
Leadership & Culture Building
Lead, develop, and mentor the operations and administrative teams, building a culture of ownership and collaboration.
Foster an inclusive environment that balances high performance with employee engagement and development.
Model transparent leadership and clear communication across the firm.
Build leadership capability and cross-functional alignment through mentoring, coaching, and collaboration.
Coordinate cross-departmental communication and problem-solving to ensure seamless operations and unified execution.
Financial Stewardship
Oversee budgeting, forecasting, financial reporting, and cash flow management.
Implement systems and dashboards that enhance financial visibility and performance management.
Ensure fiscal discipline while investing strategically in growth initiatives.
Manage vendor contracts, procurement, and cost optimization.
Partner with external financial and accounting partners (CPA, bookkeepers,etc) to ensure accuracy and compliance.
Evaluate return on investment (ROI) for technology, staffing, and expansion initiatives.
Technology & Innovation
Support the firm's technology modernization roadmap, ensuring system scalability and user adoption.
Oversee IT operations, vendor relationships, and data security.
Evaluate and integrate emerging technologies (legal tech, AI, workflow tools) that align with firm goals.
Support a technology ecosystem that supports a forward-looking, tech-enabled legal services model.
Change Leadership
Lead organizational change initiatives with empathy, structure, and clear communication.
Guide teams through change by ensuring smooth adoption of new systems, policies, and role structures.
Build alignment among partners and employees through consistent messaging and engagement.
Create and sustain change management frameworks that help the firm adapt to growth and innovation.
Serve as a steady cultural anchor, balancing urgency with intention to keep people at the center of transformation.
Requirements
what you need to bring…
Qualifications:
10+ years in operations, administration, or executive leadership roles, ideally within professional services or legal operations.
Proven success building and scaling operations-designing systems, processes, and infrastructure in organizations growing from small to mid-size.
Financial acumen: demonstrated experience with budgeting, forecasting, financial modeling, resource allocation, variance analysis, cost management, and ROI measurement.
Strategic and operational planning expertise, including annual/quarterly planning, scenario modeling, and execution management.
Change leadership experience, including system implementation, reorganization, and cultural transformation.
Cross-functional leadership, managing or partnering across HR, IT, finance, facilities, and administration.
Technology fluency, with experience selecting, integrating, and driving adoption of new systems.
Strong communication and influence skills, capable of aligning diverse stakeholders and building trust with senior partners and staff.
Analytical and metrics orientation, with experience building dashboards and tracking KPIs to inform decision-making.
Talent leadership, including hiring, developing, and mentoring high-performing operational teams.
Bachelor's degree required; MBA, JD, or advanced degree preferred.
Nice to have:
Prior experience in the property management, multifamily housing, or real estate sectors.
Experience leading operations in multi-state or distributed organizations.
Professional certifications such as Certified Legal Manager (CLM) or PMP.
Why join?
Our client combines the depth of a full-service firm with the agility of a boutique practice. The firm values collaboration, integrity, and service, creating an environment where people feel supported, empowered, and inspired to do their best work. Joining this team means shaping a fast-growing organization that's redefining what modern legal service looks like.
Benefits
Medical
Dental
Vision
401K
Access to Gym
Parking
Auto-ApplyDirector, Finance & Accounting
Chief finance officer job in Portland, OR
Exceptional Director, Financial Accounting is opening due to retirement.This law firm proudly offers a culture that encourages work life balance, mutual respect, and professional courtesy.Projected weekly hours: not less than 24 hours nor exceeding 32 hours weekly (depending on month/ year end etc)
Flexible start date
Full benefits for employee & paid parking downtown provided.Direct Hire - downtown Portland, OR location IN BRIEFThe Director leads and ensures the integrity of the Financial Accounting function for the firm.Reports to, and supports, the Partners while working closely with Director of Operations/ HR and Director of IT.Will train onsite, and in the future may transition to hybrid OR can remain 100% on-site with flexibility in schedule.
This is NOT a 100% remote role.
Summary of key areas of responsibility for this position (including but not limited to):
* Management and oversight of the firm's day-to-day financial and accounting operations to ensure sound financial management and internal control practices
* Develop an in-depth understanding of the firm's business model, partner and employee compensation structure, and client payment history
* Manage, mentor, and develop accounting staff of two to three employees
* Cash flow management; Accounts receivable oversight including the preparation of monthly aging reports
* Accounts payable monitoring including review and approval of all firm invoices
* Financial reporting; Budgeting and forecasting
* Compile and interpret financial information to improve performance, efficiency, and decision making across all departments
* Influence executive decisions with accurate data and well thought out recommendations
* Calculate partner formula calculations and make distribution recommendations
* Hands-on responsibility for monthly payroll processing and submission
* 401(k) plan administration
* Billing rate administration
* Year-end cashflow, distribution, and tax planning
* Oversight of financial accounting systems, procedures and protocols implementing improvements as needed
Manage:
* Employee benefit plans, including health and life/disability insurances. Ensure cost-effective renewals are negotiated.
* Contracts for research databases, on-line subscriptions, and other operational contracts come up for renewal. Ensure cost-effective renewals are negotiated.
* Periodic technology renewals as well as large technology outlays. Ensure cost-effective purchases and renewals are negotiated.
Primary Contact For:
* External CPA firm for tax
* Banking relations
* Insurance and risk management brokers
Financial accounting professionals who are interested must currently reside in the Portland/ Metro area.
Seeking to make long-term commitment in a part time role (24-32 hours weekly)
Bachelor's degree in Accounting or Business Administration
CPA and/ or Masters Degree preferred
7-10+ years of progressive financial accounting experience preferably within a professional services organization with billable hours
Skilled in mentoring, managing, and developing accounting staff -- fostering inclusion & cohesion
Hands-on experience managing accounting and billing systems
Experience with cash management, financial reporting, and budget & forecasting administration
Partners effectively across departments with an emphasis on initiating collaboration
Detailed, organized, and able to be discreet and maintain a high level of confidentiality
Strong written and oral communication skills
Advanced Excel skills and technically proficient in learning new software
To learn more about Reliant Search, please visit our website at ********************* or contact us directly to discuss your career possibilities.
ABOUT US
Reliant Search is a highly reputable search firm representing clients who are primarily exclusive. We have long-standing relationships, know our clients well, and provide a thorough interview/ hire process to ensure a strong all around match.
Director of Asset Management
Chief finance officer job in Portland, OR
We are seeking an experienced Asset Manager to oversee a growing, diversified portfolio that includes office, retail, industrial, mixed-use, and multifamily properties across the Pacific Northwest and Mountain West regions. This role is ideal for professionals who excels in operational asset management. The ideal candidate brings extensive financial and analytical capabilities, strong familiarity with lease and contract structures, in-depth understanding of loan mechanics and administration, and the ability to interpret complex documents quickly. The Asset Manager will collaborate closely with market leaders, lenders, vendors, and internal teams to enhance performance, ensure accurate reporting, and navigate the evolving dynamics of the Portland and Seattle real estate markets.
Responsibilities
Develop and execute strategic business plans for each asset, guiding daily operations, positioning, and long-term value creation
Prepare and deliver accurate monthly, quarterly, and annual reporting for leadership and investors
Create, maintain, and refine cash flow models, financial analyses, and underwriting for existing assets and capital planning
Monitor asset-level financial performance, budgets, variances, and operating results to ensure NOI and revenue growth
Review, interpret, and manage all leases, amendments, service contracts, and operational agreements
Oversee third-party property management and leasing teams to ensure alignment with asset strategies
Support lease negotiations and renewals across the portfolio
Manage vendor relationships and ensure contract compliance and service quality
Administer and monitor all loan obligations, including covenants, escrows, reserves, and recurring lender reporting requirements
Ensure timely payment of taxes, insurance, and all property-related financial obligations
Collaborate with internal market leaders, accounting, construction, and development teams on planning, budgeting, capital projects, and strategic initiatives
Stay current on Portland and Seattle market trends, competitive supply, rental dynamics, and economic indicators
Develop analytical tools and streamline reporting processes to support portfolio oversight and leadership decision-making
Desired Competency, Experience, and Skills
8-10+ years of experience in asset management, ideally across multiple commercial property types (office, retail, industrial, mixed-use, and/or multifamily)
Strong financial, analytical, and underwriting skills with advanced Excel capabilities
Deep understanding of commercial real estate finance, including leases, operating agreements, loan structures, and compliance requirements
Experience with capital planning, tenant improvements, and operational investment management
Ability to quickly interpret and summarize complex legal, financial, and contractual documents
Knowledge of the Portland and/or Seattle real estate markets, including market dynamics and competitive trends
Proven ability to manage vendor relationships and oversee third-party property management and leasing teams
Highly organized, detail-oriented, and capable of managing multiple priorities
Strong written and verbal communication skills with a focus on clear reporting
Bachelor's degree in Real Estate, Finance, Accounting, or related field; MBA is a plus
Strong comfort with technology for collaboration, communication, modeling, and reporting
Pay Range$180,000-$200,000 USD
About Lincoln Property Company
Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 562 million square feet of commercial space. In addition to providing third-party real estate services, Lincoln has completed over 164 million square feet of development since its inception in 1965 and has another $19.5 billion currently under construction or in the pipeline. For more information, visit: ************
All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with the companies privacy policy.
Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
Auto-ApplyHealthcare Financial/Actuarial Director
Chief finance officer job in Portland, OR
As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital.
* Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance
* Leads Medium to Large clients' financial/actuarial engagements
* Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients
* Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions
* Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables
* Guides team (regional and global) on deliverables based on client need; review models and presentations for client delivery
* Builds relationships internally and collaborates effectively on cross-functional teams
Qualifications
* 10+ years' experience and demonstrated success in the delivery of complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment
* Proven ability to generate revenue
* Track record of success in managing and growing client relationships
* Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts
* Proven ability to lead data analytic projects
* Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy and leading the development of new intellectual capital
* Ability to leverage judgement and past experiences to predict which methods will work
* Multiple years of experience across one or multiple client segments
* An executive presence with polished and well developed written and oral communication skills
* Superior ability to influence and collaborate with senior management and work across all levels of an organization
* Excellent Microsoft Office skills, particularly in Excel and PowerPoint
* State Life and Health license required within 90 days of joining
* Actuarial designation and current continuing education (optional)
*
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role.
Compensation
The base salary compensation range being offered for this role is $140,000 -$200,000 USD per year..
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
* Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more..
Healthcare Financial/Actuarial Director
Chief finance officer job in Portland, OR
As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital.
+ Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance
+ Leads Medium to Large clients' financial/actuarial engagements
+ Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients
+ Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions
+ Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables
+ Guides team (regional and global) on deliverables based on client need; review models and presentations for client delivery
+ Builds relationships internally and collaborates effectively on cross-functional teams
**Qualifications**
+ 10+ years' experience and demonstrated success in the delivery of complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment
+ Proven ability to generate revenue
+ Track record of success in managing and growing client relationships
+ Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts
+ Proven ability to lead data analytic projects
+ Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy and leading the development of new intellectual capital
+ Ability to leverage judgement and past experiences to predict which methods will work
+ Multiple years of experience across one or multiple client segments
+ An executive presence with polished and well developed written and oral communication skills
+ Superior ability to influence and collaborate with senior management and work across all levels of an organization
+ Excellent Microsoft Office skills, particularly in Excel and PowerPoint
+ State Life and Health license required within 90 days of joining
+ Actuarial designation and current continuing education (optional)
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role.
**Compensation**
The base salary compensation range being offered for this role is $140,000 -$200,000 USD per year..
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more..
Director, Finance Planning and Analysis
Chief finance officer job in Portland, OR
SurveyMonkey is the world's most popular platform for surveys and forms, built for business-loved by users. We combine powerful capabilities with intuitive design, effectively serving every use case, from customer experience to employee engagement, market research to payment and registration forms. With built-in research expertise and AI-powered technology, it's like having a team of expert researchers at your fingertips.
Trusted by millions-from startups to Fortune 500 companies-SurveyMonkey helps teams gather insights and information that inspire better decisions, create experiences people love, and drive business growth. Discover how at surveymonkey.com.
What we're looking for
We're looking for a Director of FP&A to lead the Corporate FP&A function at SurveyMonkey. Reporting to the VP of FP&A, this role will focus on enhancing SurveyMonkey's ability to track and forecast the financial impact of strategic changes. This high-profile role will involve partnering with executives, investor representatives, and finance team members to inform and communicate leadership's vision for the company. We're looking for people who are comfortable delivering investor-grade analysis and recommendations while developing a team of strong business partners.
What you'll be working on
Lead the execution of the company's core financial planning process, including annual, quarterly, and monthly planning and reporting
Manage a team of business partners who interface with C-level executives to understand and plan their expense management
Prepare financial presentations for investors and internal use
Analyze financial problems and interpret results
Develop financial infrastructure through process optimization and automation
Monitor and analyze monthly operating results against budget and forecast
Lead development of financial models to adjust forecasted results for changes in currency, headcount, and efficiency improvements
Maintain a unified understanding of the company's strategy, financial reporting, and plans for the future.
Leverage a strong GAAP foundation to bridge adjusted EBITDA to FCF and uFCF, clarifying run-rate calculations and key inclusions.
We'd love to hear from people with
7 years of experience in an accounting or finance role, with 5 years of experience managing a team
Demonstrated experience building financial models to address specific business needs
Experience with financial reporting and forecasting tools like Anaplan or NetSuite
Experience tracking, analyzing, and reporting employee headcount and other expenses
Proven ability to translate complex financial results and forecasts into actionable recommendations for non-financial executives and investor stakeholders, applying data-driven insights to influence decision-making at the highest levels.
Demonstrated success in hiring, developing, and mentoring high-performing finance professionals
The base pay provided for this position ranges from $173,400 / year - $234,600 / year depending on the geographic market and assuming a full-time schedule. Actual base pay is based on a number of factors including market location, job-related knowledge, education or training, skills, and experience.
Bonuses and commissions may also be offered as part of the total compensation package, in addition to a competitive benefits package including medical, dental, vision, life, and disability insurance; 401(k) retirement plan; flexible spending & health savings account; paid holidays; paid time off; employee assistance program; and other company benefits.
#LI-remote
Why SurveyMonkey? We're glad you asked
At SurveyMonkey, curiosity powers everything we do. We're a global company where people from all backgrounds can make an impact, build meaningful connections, and grow their careers. Our teams work in a flexible, hybrid environment with thoughtfully designed offices and programs like the CHOICE Fund to help employees thrive in work and life.
We've been trusted by organizations for over 25 years, and we're just getting started. Our milestones include celebrating a quarter-century of curiosity with 25 acts of giving, opening new hubs in Costa Rica and India, crossing the threshold of 100 billion questions answered, and earning recognition as one of the Most Inspiring Workplaces across North America and Asia.
We live our company values-like championing inclusion and making it happen-by embedding them into how we hire, collaborate, and grow. They help shape everything from our culture to our business decisions. Come join us and see where your curiosity can take you.
Our commitment to an inclusive workplace
SurveyMonkey is an equal opportunity employer committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.
Auto-ApplyCorporate FP&A Director
Chief finance officer job in Beaverton, OR
As a Corporate FP&A Director, you'll help drive Concora Credit's Mission to enable customers to Do More with Credit - every single day.
The impact you'll have at Concora Credit:
You will serve as the direct point of contact for executive leadership, investors, and the Board of Directors, connecting FP&A operations and corporate financial reporting. You will provide hands-on financial analysis and strategic recommendations to translate complex financial and operational data into a cohesive narrative that informs key decisions.
We hire people, not positions. That's because, at Concora Credit, we put people first, including our customers, partners, and Team Members. Concora Credit is guided by a single purpose: to help non-prime customers
do more
with credit. Today, we have helped millions of customers access credit. Our industry leadership, resilience, and willingness to adapt ensure we can help our partners responsibly say yes to millions more. As a company grounded in entrepreneurship, we're looking to expand our team and are looking for people who foster innovation, strive to make an impact, and want to Do More! We're an established company with over 20 years of experience, but now we're taking things to the next level. We're seeking someone who wants to impact the business and play a pivotal role in leading the charge for change.
Responsibilities
As our Corporate FP&A Director, you will:
Own the process of converting detailed, bottom-up FP&A models and business outlooks into the high-level financial story and forward guidance for our investors to support a public company view.
Collaborate closely with the Accounting and Tax team to ensure that all forward-looking FP&A projections can be accurately reconciled to GAAP reporting standards and reflect appropriate corporate tax considerations.
Prepare and manage corporate analytics packages, explaining results and updating forecasts for senior leadership, investors, and the board.
Partner with senior executives to produce ad-hoc financial models to assist with scenario planning.
Participate as an active member of the FP&A team, supporting the development of the Company's operating plan, rolling re-forecasts, and specific analysis required by third parties.
These duties must be performed with or without reasonable accommodation.
We know experience comes in many forms and that many skills are transferable. If your experience is close to what we're looking for, consider applying. Diversity has made us the entrepreneurial and innovative company that we are today.
Qualifications
Requirements:
At least 7 years' background in planning, forecasting, and analysis.
Bachelor's Degree in Accounting, Finance, or Business. CPA or MBA preferred.
Industry background and strong experience in investment banking, public company reporting, corporate finance, consumer lending, and private equity planning.
Strong expertise in advanced financial modeling, GAAP accounting principles, and the application to public company reporting.
Knowledge of capital market structures, including asset-backed securities.
Ability to communicate effectively with business leaders and board members, articulating complex financial concepts to both expert and non-expert audiences.
What's In It For You:
Medical, Dental and Vision insurance for you and your family
Relax and recharge with Paid Time Off (PTO)
6 company-observed paid holidays, plus 3 paid floating holidays
401k (after 90 days) plus employer match up to 4%
Pet Insurance for your furry family members
Wellness perks including onsite fitness equipment at both locations, EAP, and access to the Headspace App
We invest in your future through Tuition Reimbursement
Save on taxes with Flexible Spending Accounts
Peace of mind with Life and AD&D Insurance
Protect yourself with company-paid Long-Term Disability and voluntary Short-Term Disability
Concora Credit provides equal employment opportunities to all Team Members and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Employment-based visa sponsorship is not available for this role.
Concora Credit is an equal opportunity employer (EEO).
Please see the Concora Credit Privacy Policy for more information on how Concora Credit processes your personal information during the recruitment process and, if applicable, based on your location, how you can exercise your privacy rights. If you have questions about this privacy notice or need to contact us in connection with your personal data, including any requests to exercise your legal rights referred to at the end of this notice, please contact caprivacynotice@concoracredit.com.
Auto-ApplyDirector of Finance & Operations (Internal Employee Eligibility Only)
Chief finance officer job in Portland, OR
At Children's Institute (CI), our mission is to shift systems toward justice for families so that all children in Oregon, prenatal to grade five, have access to opportunity. We advocate for and secure public investments in early childhood programs and services, and work directly with school communities to improve the learning experience for children.
We are keenly focused on children who experience barriers to opportunity due to race, poverty, disability, language, and geographic location. And we strive to connect research, lived experience, and community voice as we work to ensure that more children succeed in kindergarten, meet third grade benchmarks, and thrive in their early childhood experiences.
CI prioritizes an integrated, team-based work approach and a flexible, collegial work environment grounded in our values of honor, equity, learning, connectedness, and innovation.
Position Description
This position ensures the financial, operational and administrative foundation that enables Children's Institute to achieve its mission of equity and opportunity for Oregon's youngest children.
The Director of Finance & Operations is a senior leader responsible for overseeing day-to-day finance and accounting, managing internal operations systems, supporting HR and Financial compliance as well as audit processes. The Director partners with the CEO to ensure strong financial stewardship and efficient organizational operations. The Director also provides input into strategy as it relates to the execution of resources, operational efficiencies and contracts in service to the larger strategic goals and vision.
The ideal candidate brings a blend of financial expertise, understanding of HR systems, and operational systems thinking, and a commitment to equity, transparency, and collaborative problem-solving. The Director of Finance & Operations provides strategic leadership for finance and operations, fostering a culture of accountability, equity, and continuous improvement aligned with our core values.
DIRECT REPORTS AND LEADERSHIP
This position reports to the CEO, and is an engaged member of the senior leadership team working collaboratively with all departments.
The position currently supervises the following positions:
Finance Assistant,
Operations Coordinator,
And/or external finance/IT vendors
Collaborators: Works as needed with HR Contractor, Program, Policy & Advocacy, Communications, and Development teams to support budgeting, administrative and operational needs.
Responsibilities
Financial Management (50%)
Oversee all accounting, bookkeeping, and financial operations, ensuring accuracy, timeliness, and compliance with GAAP.
Manage monthly close, financial reporting, cash flow monitoring, expense coding, and reconciliation processes.
Prepare monthly, quarterly, and annual financial statements for the CEO, budget managers, and Finance Committee.
Lead the development and administration of the annual budget process including budget corrections in close partnership with the CEO, Chief Resource Officer and department leads.
Manage organizational cash flow, forecasting, and scenario modeling within approved strategic parameters.
Support grant budgeting, reporting, and compliance, including restricted revenue tracking.
Leads ops team meetings and proactively shares information across all functions and with relevant strategies.
Administer external contracts and partnership agreements, such as professional services, research and evaluation, school district payments, and earned revenue contracts.
Lead and manage annual audit inclusive of preparation of schedules, on-site assistance to the auditors, preparation of documents related to IRS form 990, OR form CT-12.
Manage relationships with external accountants, auditors, banks, and financial advisors.
Maintain internal controls and fiscal policies; identify opportunities for improvement.
Operations & Administration (30%)
Oversee core administrative and operational systems and processes including facilities, technology, vendor management, contracts, and procurement.
Ensure smooth functioning of office logistics, equipment, AI, and IT support (internal or contracted).
Oversee organizational policies and procedures related to operations and finance and ensure effective implementation
Manage current facilities including administration of building lease and communications with landlord, including building and equipment maintenance, safety, and repair.
Manage insurance policies, business licenses, and organizational compliance requirements.
Ensure secure, effective data and records management practices across the organization.
Management of all legal relationships such as contracts, ensuring a consistent process that protects CI and clearly outlines deliverables and payments.
Operationalizing of internal comms processes and procedures in partnership with Comms department and CEO
Ensure financial and operational policies reflect equity and other core values
People & HR Administrative Support (10-15%)
Administer and oversee payroll processing and employee reimbursements.
Support onboarding/offboarding processes and other administrative support in partnership with HR consultant and CEO
Maintain employee records and manage benefit enrollments and annual renewals.
Oversee the operationalizing of HR processes in concert with contractor and CEO
Support implementation of HR policies developed at the leadership level.
Analyzes and provides input on operational management and process improvement
Strategic Support to CEO & Board (10%)
Prepare financial dashboards, analysis, and materials for the CEO and Board Finance Committee.
Lead Board Finance Committee meetings in partnership with CEO and support documentation and follow-up.
Provide clear, timely information that supports executive decision-making.
Provide insight and guidance on the operationalizing of the strategic plan and strategic organizational goals
Support organization-wide risk management by tracking and reporting operational and financial risks.
Supporting coordination of all-staff meetings
Other Responsibilities
Participate in the Children's Institute's Leadership teams and support internal strategic planning efforts.
Lead operations team meetings.
Collaborate across CI programs as needed.
Other duties as assigned.
Success in this Role looks like:
Accurate, timely financial reporting and compliance.
Efficient operational systems that support staff productivity.
Strong internal controls and risk management.
Positive feedback from staff on operational support.
Strong contributing member of leadership team
Preferred Skills and Experience
5-7+ years of progressive experience in nonprofit finance and operations.
Strong understanding of GAAP, nonprofit accounting, and fund-restricted revenue.
Demonstrated success managing budgets, cash flow, and financial reporting.
Experience with operational systems (IT, facilities, vendor management, compliance).
Proficiency with accounting platforms (e.g., QuickBooks, Sage Intacct) and Excel/Sheets.
Strong project management and organizational skills.
Ability to translate financial data into accessible, actionable information.
Strong communications skills
Ability to lead through change
Commitment to equity and inclusive operational practices.
Preferred
CPA, MBA, MPA, or equivalent experience.
Experience working in policy, advocacy, or early childhood sectors.
Experience supporting HR administration.
Benefits
Employer fully paid medical/dental coverage
Employer fully paid long-term disability coverage
Employer fully paid life insurance, accidental death, and employee assistance plan
401(k) Retirement Savings Plan with qualified match and contribution
125 Flexible Benefits Plan
Commuter stipend
Cell phone stipend
Professional Development Stipend
Annual office closure between December 26th and January 1st
Three weeks paid time off
Three weeks sick leave
Eleven paid holidays, plus two floating holidays
Paid time off to celebrate your birthday
Paid time off to volunteer in CI's community
Equal Employment Statement
Children's Institute is an equal opportunity employer committed to diversity, equity, and inclusion. It is the policy of CI to provide equal employment opportunity in accordance with applicable law to all qualified individuals without regard to race, color, creed, religion, age, gender, gender identity, sexual orientation, marital status, military status, political opinion, national origin, familial status, mental and physical ability, source of income, or any other status protected by federal, state, or local law in all personnel actions. Personnel actions include recruitment, selection, promotion, compensation, training, and termination. Relations between employees shall be based on mutual respect and regard for the effectiveness and well-being of the organization.
Reasonable Accommodation Statement
Consistent with applicable disability law, Children's Institute will provide reasonable accommodations to assist qualified applicants or employees with disabilities to participate in the job application process, to perform the essential functions of a job, and to enjoy the same benefits and privileges of employment applicable to similarly situated employees without disabilities, provided the accommodation would not impose an “undue hardship” on the operation of CI.
Financial Controller
Chief finance officer job in White Salmon, WA
Job DescriptionDescription:
Financial Controller will report directly to the CFO and will be responsible for overseeing and managing all aspects of the accounting and financial reporting functions, ensuring accuracy, compliance, and the overall financial health of the organization. Acts as the lead accountant, responsible for day-to-day financial operations, internal controls, and financial strategy implementation.
Essential Functions and Responsibilities
:
Provide comprehensive financial updates to senior managers by evaluating, analyzing, and reporting appropriate data points
Guide financial decisions by applying company policies and procedures to current economic landscape
Develop, implement, and maintain financial controls and guidelines
Achieve budgeting goals with proper scheduling, analysis, and corrective actions
Maximize payroll efficiency through innovative process development
Help develop and support short- and long-term operational strategies
Maintain internal safeguards for revenue receipts, costs, and team and organizational budgets and actual expenditures
Establish (in coordination with CFO) financial and operating benchmarks, budgets, program monitoring, and reporting standards on biweekly, monthly, and annual basis
Ensure compliance with GAAP, company policies, and relevant regulatory requirements.
Oversee the payroll function
Implement consistent accounting policies, practices, and procedures across all programs, adhering to national and local legal standards while remaining knowledgeable of proposed legislation
Develop and enforce internal controls to maximize protection of company assets, policies, procedures, and workflows
Oversee and support accounting team with dynamic leadership that creates an environment of trust and productivity
Other duties as assigned.
Requirements:
Skills and Abilities:
Strong understanding of banking processes and financial data analysis
Working knowledge of national and local tax regulations and compliance reporting
Experience in managing payroll, with focus on streamlining accounting processes.
Exemplary history of financial project management
Proficiency in Microsoft Word, Excel, Outlook
Provide accurate work product with acute attention to detail; proficiency scanning documents
Work Monday-Thursday with some weekend work
Strong communication skills; includes verbal, written & telephone skills, for both internal and external customers
Exhibit friendly, positive and personable image
Organizational skills
Motivated Self-starter
Ability to self-manage
General Requirements:
Bachelor's degree (or equivalent) in business, accounting, or related field
Five or more years of experience as a senior-level accounting or finance manager within a manufacturing setting.
Strong knowledge of GAAP and other relevant accounting principles.
Professional certification, such as CPA (preferred)
Ability to work full-time onsite at our White Salmon, WA location.
Working Conditions:
This position includes the ability to perform those activities to complete the essential functions of the job, either with or without reasonable accommodation. The position includes continuous and/or frequent talking, repetitive motions of hand/wrists, hearing, and handling. Mental activities performed by the employee in this position include customer service, interpersonal skills, decision making, teamwork, creativity, use of discretion, problem analysis, negotiation, and the ability to perform math and to read, write, speak, and understand English. Physical activities may include standing, walking, stooping, twisting, climbing, balancing, kneeling, bending, crawling, reaching, grasping, fingering, repetitive motions of hands and wrists, sitting, hearing, and lifting/pushing/pulling or carrying objects up to 25 pounds. Work is primarily indoors in an office and manufacturing facility.
Any combination of the experience, education, training, and requirements listed above which provides an equivalent background to perform the work of this position may be considered by management.
ICE is an equal opportunity employer. Per ITAR regulations applicants must provide evidence of US Person status by completing a U.S. Export Control Compliance Verification form at reception. US laws and regulations prohibit the unauthorized export of restricted technology to non-US persons. A US Passport is the most common document used, but not the only type accepted. Once determined, the documentation will be kept on file at ICE.
ICE is a drug and tobacco free workplace.
Senior Director of Student Financial Services
Chief finance officer job in Portland, OR
Senior Director of Student Financial Services FLSA: Exempt Department: Student Financial Services Reports To: Vice President for Enrollment and Student Success & Engagement Primary Working Relationships: Controller, Director of Financial Aid, Assistant Director of Student Accounts, and Financial Aid Counselors.
Compensation Range: $75k - $85k
Summary
The Senior Director of Student Financial Services (SDSFS) provides leadership in the planning and implementation of all aspects of financial aid administration including the management and integrity of federal, state and institutional funds for all programs, and management of the student accounting system.
Key Responsibilities
This important and influential leadership role provides vision and leadership for the Student Financial Services Dept. by creating and monitoring departmental policies and procedures, overseeing the planning and management of all financial aid strategies including packaging, discounting strategy, and compliance. This role makes recommendations to the President and senior leaders regarding financial aid projections and provides regular updates regarding all operations under Student Financial Services.
The SDSFS must be able to exercise working knowledge of the strategic relationship between the roles of financial aid and athletics in securing student enrollment and retention and achieving enrollment and retention objectives. It's imperative that the individual in this role understands the partnership between achieving enrollment goals while managing budget parameters.
As the Sr. Director in Financial Services, you will manage direct reports and provide oversight of staff including training, staff development, evaluation, feedback, recruitment and selection.
The successful candidate will demonstrate expertise in financial management, setting and achieving gross revenue, discount and net revenue goals. The SDSFS will be responsible for informing the FAAC of changing industry standards and policies to aid in the decision-making process and serves on the University Compliance committee as the Federal Compliance Officer.
In addition, the Senior Director of Student Financial Services can expect the following responsibilities to fall under their purview.
Serves as an expert in Financial Aid to various constituencies including HECC, regional and local professionals, and lenders
Reports to the Department of Education changes made in leadership via the ECAR and PPA
Oversees FA personnel participation in outreach events, and the community service requirement for Federal Work Study
Manages the operational budget for the Student Financial Services Dept.
Minimum Requirements
5-7 years' experience in Financial Aid or Student Financial Services with progressively increasing responsibilities
Bachelor degree in relevant field, or equivalent experience in higher education environment
Experience as a direct supervisor with effective managerial, leadership and interpersonal skills
Strategic and organizational agility with the ability to collaborate and communicate with all levels of the organization including internal and external partners
Demonstrated ability to efficiently and effectively solve problems and initiate and implement projects independently
Proficient in computer programs including Windows, Outlook, Word, Excel and the Internet
Exhibit commitment to inclusiveness and sensitivity to areas of national origin, ethnicity, culture, gender, and disabilities
Desired Qualifications
Master degree preferred
Bilingual - Spanish speaker preferred
Experience using the Ellucian Colleague administrative system
Experience in standard, non-standard and non-term financial aid delivery formats
Experience working with adult learners and traditional age learners
Warner Pacific University's Mission: Warner Pacific is a Christ-centered, urban, diverse, minority-serving, Hispanic-serving, liberal arts University dedicated to providing students from diverse backgrounds with an education that prepares them to engage actively in a constantly changing world. Our hiring practices reflect our missional commitment to being a Christ-centered institution.
Warner Pacific University's Commitment to Diversity: Warner Pacific University is committed to hiring staff and faculty with an intentionality that demonstrates the importance of having an employee community that is mindful of the racial and ethnic diversity of the students we serve.
Employee Agreement:
Mission-based hiring is of critical importance to Warner Pacific University. Employees are expected to demonstrate and articulate a vital Christian faith and to live in a manner consistent with a Christ-centered lifestyle as informed by the Scriptures of the New Testament.
Warner Pacific's students, faculty and staff are expected to foster an environment of mutual respect and accountability, to care for the personal dignity of others and to exercise integrity in their conduct and communication. The University environment is expected to be free from discrimination and harassment (including bullying). When an individual's behavior has direct implications for others and/or the well-being of the University community, there may be cause for institutional involvement, regardless of where the situation occurs.
Warner Pacific University desires to provide a safe and healthy environment for staff, faculty, students, visitors and guests. Therefore, smoking is not permitted on University property, in its vehicles, or at any University sponsored event. The use of illegal drugs or non-prescribed controlled substances is strictly prohibited. Use of alcoholic beverages or tobacco products is strictly prohibited on Warner Pacific University campuses.
Controller - Finance - Non-Profit
Chief finance officer job in Portland, OR
Job Details Main Office BCC - Portland, OR Full Time $105000.00 - $120000.00 Salary Monday - Friday 9AM - 5PM Accounting/Finance
About the Role Join Transition Projects and play a key role in helping our community move from homelessness to housing. As the Controller, you'll oversee the organization's daily accounting operations, strengthen financial systems, and provide support in fiscal strategy and reporting-all while supporting a mission-driven team that changes lives every day.
Transition Projects operates multiple shelters and housing programs throughout Portland, serving thousands of people each year in their journey toward permanent housing and self-sufficiency.
Position: Controller
Supervisor: Chief Financial Officer
Location: Bud Clark Commons (665 NW Hoyt St)
Hours: Monday-Friday; 9am-5pm, some weekend and evening work required
Salary: $105,000 - $120,000 DOE - Exempt status
Benefits: Competitive Benefits Package
GENERAL RESPONSIBILITIES
At the direction of the Chief Financial Officer, the Controller oversees daily accounting activities including: the month-end close and financial reporting process, monthly account reconciliations, contract billing, and general ledger entries. Ensures that all financial statements accurately reflect the Agency's financial position and comply with all generally accepted accounting principles. This is a full-time, non-represented, exempt position.
SPECIFIC RESPONSIBILITIES
Provides leadership for day-to-day accounting operations, contributing to the development and implementation of processes and procedures that strengthen the agency's fiscal management.
Oversees month-end close activities, ensuring adherence to internal controls and best practices.
Manages Accounts Payable and Accounts Receivable functions; performs bank and credit card reconciliations; prepares and posts General Ledger entries and contract billings; and maintains the month-end close calendar to ensure timely completion of all tasks.
Assists in the development, implementation, and ongoing maintenance of accounting systems, policies, procedures, and internal controls that align with Generally Accepted Accounting Principles (GAAP), nonprofit standards, funder requirements, and regulatory guidelines.
Supports the Chief Financial Officer (CFO) in the preparation, analysis, and presentation of financial reports for internal leadership, the Board of Directors, grantors, and other stakeholders.
Compiles and delivers required financial documentation and reports to auditors, organizational leaders, department managers, and other internal or external stakeholders as needed.
Manages all grant and vendor invoicing functions, ensuring accurate preparation, timely submission, and proper tracking in accordance with funding agreements and regulatory compliance.
Assists the CFO in developing mid-year and annual budgets.
Demonstrates a service-oriented attitude and builds strong, respectful, and effective relationships with colleagues, clients, vendors, and partners.
Oversees the administration and reconciliation of petty cash.
Monitors daily cash balances and executes inter-account bank transfers as needed.
Collaborates with the CFO to lead the year-end financial close process.
Provides backup support to the CFO, as required.
Performs additional accounting and finance duties, as assigned.
PERFORMANCE REQUIREMENTS
Each Transition Projects employee must:
Acquire First Aid/CPR/AED certification within 30 days of hire and be retested biannually thereafter throughout employment.
Complete Bloodborne Pathogens and Narcan Training within 30 days of hire and be retested annually thereafter throughout employment.
Demonstrate reliability by being present for work as scheduled, arriving and leaving on time and taking breaks in expected time frames.
Interact effectively with persons of diverse ethnic backgrounds, religious views, cultural backgrounds, and sexual orientations and treat each individual with respect and dignity.
Attend agency and program staff meetings.
PHYSICAL/MENTAL REQUIREMENTS
The physical and mental demands described here are representative of those that must be met by an employee, with or without accommodation, to successfully perform the essential functions of this job.
Hearing and vision adequate for interaction with clients and staff.
Hearing adequate for telephone work. Vision adequate for close work.
Hand and finger dexterity adequate to operate standard office equipment.
Position includes significant time sitting at a desk completing paperwork and working on a computer.
Ability to perform CPR for fifteen minutes continuously.
MINIMUM QUALIFICATIONS
The right individual for this position has a passion for helping others and a desire to work in an organization that serves people who are experiencing poverty and homelessness.
Please include a brief cover letter highlighting your interest in this position and how your experience aligns with the role and our mission. You can attach your cover letter directly to your application or email it to ******************.
Bachelor's degree in accounting, finance, or related field and 4 years of progressively responsible non-profit accounting experience (including at least 1 year in a supervisory or management role); OR 6 years of progressively responsible non-profit accounting experience (with at least 2 years in management).
Demonstrated proficiency in MAS90/Sage 100 or comparable accounting software, as well as Microsoft Office Suite, particularly Excel.
Comprehensive knowledge of GAAP, core accounting functions, and associated internal control procedures.
Proven experience in developing and managing accounting systems, policies, and procedures to maintain compliance with GAAP, nonprofit accounting standards, and applicable regulatory and funding requirements. Experience with A-133 audits is preferred.
Strong written and verbal communication skills, with the ability to convey complex financial information clearly and effectively.
Analytical acumen with demonstrated ability to identify, investigate, and resolve complex accounting issues.
Proven supervisory and management skills, including staff development and performance oversight.
Strong leadership presence and interpersonal skills; commitment to equity and inclusion; ability to handle challenging situations with professionalism and composure.
Excellent time management skills, with the ability to prioritize tasks and manage multiple deadlines effectively.
Highly organized and detail-oriented, with a commitment to accuracy and accountability.
Ability to work independently and exercise sound judgment under minimal supervision.
Transition Projects, Inc. is an equal opportunity employer and does not discriminate on the basis of race, color, religion, age, gender, sexual orientation, ancestry, national origin, citizenship, marital status, familial status, physical or mental disability, veteran status, genetic information, source of income, union participation or activities, or any other status legally protected by applicable local, state or federal law.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
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