Chief finance officer jobs in Huntersville, NC

The Controller will manage: · An Accounts Payable Clerk (onsite) · A Staff Accountant …and will play a major role in growing the accounting department as the company expands. --- Key Responsibilities Financial Reporting & General Ledger Oversight · Oversee all General Ledger activity and ensure all accounting entries are accurate, documented, and GAAP-compliant. · Lead month-end and year-end close processes, including complex journal entries, accruals, and reconciliations. · Prepare and review financial statements across multiple entities and properties. Real Estate Accounting & Compliance · Utilize real estate industry experience to manage accounting related to bonds, loan covenants, lender reporting requirements, and compliance deadlines. · Maintain accurate documentation and reporting for financing structures across the portfolio. Fixed Assets, AP & AR Management · Manage Fixed Asset Accounting, depreciation schedules, and asset tracking. · Oversee all AP and AR functions, ensuring timely processing, proper coding, and accurate reconciliations. Reconciliations & Expense Oversight · Review detailed credit card reconciliations and verify appropriate spending. · Monitor company-wide expenditures to ensure alignment with budgets and financial policies. Budgeting, Forecasting & Cash Flow Management · Lead weekly meetings with the CEO to review cash balances, cash flow needs, and budget performance. · Assist with financial forecasting, budget revisions, and modeling for new projects or acquisitions. Minor Asset Management Support · Handle administrative asset management items such as: o Maintaining LLC filings o Managing entity-level tax deadlines o Overseeing renewals, registrations, and compliance filings Team Leadership & Future Growth · Direct and mentor the AP Clerk and Staff Accountant, ensuring quality control and professional development. · Play a key role in hiring, training, and developing additional accounting staff as the company grows. Process Improvement & Internal Controls · Strengthen internal controls, improve accounting workflows, and implement best practices for real estate accounting. --- Qualifications · Bachelor's degree in Accounting, Finance, or a related field; CPA preferred. · 5-10+ years of progressive accounting experience, with required experience in real estate accounting. o Must understand bonds, loan covenants, lender reporting, and real estate financing structures. · Experience with Fixed Asset Accounting, AR/AP oversight, month-end close, and multi-entity real estate accounting. · Experience handling or supervising minor asset management tasks such as LLC filings, annual renewals, and tax-related deadlines. · Demonstrated success managing accounting staff (onsite and remote). · Strong proficiency in accounting software and advanced Excel skills. · Excellent communication, analytical, and organizational abilities.

Director of Finance COMPANY: One of the largest providers of automotive aftermarket upgrades in North America. REPORTS/RELATIONSHIPS: This position will report directly to the Chief Financial Officer, supervise two to three finance team members, and lead the Franchise Administration and Supply Chain teams. BASIC FUNCTIONS: The Director of Finance is a strategic leader responsible for overseeing all core financial operations for the Franchise Support team. This role serves as a strategic partner to the President and senior leadership, influencing business decisions through financial insight and cross-functional collaboration. The Director of Finance partners with executive leadership to ensure financial accuracy, drive business insights, and support long-term planning and growth initiatives, while serving as a direct liaison with the parent organization. This role oversees a multi-functional finance team supporting a national franchise network and supply chain operations, managing budgets exceeding $25 million annually. In addition, this role manages business accounting functions, including month-end reporting, budgeting, and forecasting, while also leading the Franchise Administration and Supply Chain teams. Specific duties will include, but not necessarily be limited to: Strategic Leadership and Cross-Functional Collaboration Serve as a financial advisor to the President and Leadership Team. Coordinate with the parent company on strategic initiatives and reporting. Lead capital expenditure planning and ROI analysis for major projects. Drive Financial Planning and Analysis (FP&A) Build and maintain financial models and sensitivity analyses. Establish and monitor key performance indicators (KPIs). Identify risks and opportunities and recommend mitigation strategies. Oversee Core Financial Operations Lead month-end close processes and ensure timely, accurate financial reporting. Develop and manage annual budgets and rolling forecasts. Provide financial analysis and insights to support strategic decision-making. Oversee audit preparation and regulatory reporting. Implement and monitor financial policies and procedures. Lead Franchise Administration Team Ensure accurate royalty rate calculations and timely invoicing. Manage vendor rebate tracking and distribution. Oversee business improvement incentive rebate programs. Maintain compliance with franchise agreements and financial policies. Manage Supply Chain Finance Functions Supervise order management, pricing strategies, and inventory controls. Oversee item lifecycle management and cost optimization. Collaborate with operations to align financial goals with supply chain performance. REQUIREMENTS: 5-10 years of progressive experience in finance or accounting, including team leadership or project ownership with broad experience in both finance and accounting. Proven track record of implementing financial systems and controls. Proficiency in financial modeling and reporting tools such as Excel and NetSuite. Experience in a franchise-based business model preferred. Demonstrated ability to translate financial insights into actionable strategies. High quality decision-making and analytical skills, with the ability to distill complex data into clear, actionable insights. Driven professional with strong team development capabilities, ready to step into a strategic leadership role. Effective communicator and adept at building rapport with franchisees. Experience managing cross-functional teams and large-scale projects. Skilled in delegation and delivering results on time and within budget. Bachelor's degree in finance, accounting, or a related field required; MBA or advanced degree preferred. COMPENSATION: Compensation will be commensurate with experience including a competitive base salary, bonus opportunity, and competitive benefits package. CONTACT INFORMATION: Robin Bagby, Senior Associate ********************* ************

Macdonald & Company is pleased to be partnered with a rapidly expanding residential development finance platform to appoint a Vice President, Asset Management to their Charlotte-based Operations & Asset Management team. The firm has scaled significantly in recent years, evolving from a niche Sunbelt-focused lender into a preferred capital partner for many of the industry's most active residential developers. With substantial new credit facilities in place and accelerating demand across multiple Sunbelt markets, the organization is now expanding its Asset Management function to ensure strong oversight, performance monitoring, and relationship management across a growing portfolio. This role offers the opportunity to join a high-performing, entrepreneurial platform at a moment of meaningful momentum. With Asset Management now centralized in a dedicated internal group, the VP will take full ownership of a portfolio of residential land development finance partnerships - leading sponsor relationships, overseeing project performance, driving strategic reporting, and ensuring successful execution through the full investment lifecycle. The position reports directly to the Director of Asset Management and interfaces frequently with the wider executive leadership team, providing visibility, insight, and recommendations at the highest levels of the organization. Responsibilities Lead Asset Management for Assigned Portfolio Lead day-to-day asset management for an assigned portfolio of residential development finance partnerships, working closely with the Director of Asset Management on strategy, key decisions, and portfolio priorities. Manage sponsor relationships as a senior point of contact, ensuring transparent communication, aligned expectations, and consistent execution of investment objectives. Cross-Functional Collaboration & Client Coverage Collaborate closely with the Investment Management team on underwriting, diligence, credit approvals, and transitioning new deals into active asset management. Act as an additional senior point of contact for sponsors and development partners, enhancing relationship coverage and ensuring consistent communication across the platform. Strategic Oversight & Reporting Prepare and deliver portfolio-level reporting to senior leadership, capital partners, and external stakeholders. Synthesize financial, operational, and development data into actionable insights and recommendations. Performance Management & Underwriting Oversee revenue/expense forecasting, variance analysis, sensitivities, and long-range projections. Provide strategic input on new investment underwriting and due diligence; review and challenge assumptions prepared by Analysts/Associates. Land Development Monitoring Oversee development progress for active projects, including schedules, budgets, entitlements, and construction milestones. Identify risks early and develop mitigation strategies with sponsors. Capital & Draw Management Manage draw review packages, capital allocation, and funding requests with a focus on accuracy, controls, and performance. Ensure compliance with partnership agreements, covenants, and reporting obligations. Process Leadership & Internal Systems Oversee proper use and enhancement of proprietary asset management software and internal workflows. Champion process improvement initiatives across the platform. Qualifications Bachelor's degree in finance, real estate, accounting, engineering, or a related field; master's degree preferred but not required. 7-12+ years of asset management experience within private credit, real estate private equity, homebuilding or land development, or BTR/SFR investment platforms. Demonstrated leadership capacity - comfortable taking full ownership of a portfolio and managing sponsor relationships. Advanced financial modeling skills and mastery of Excel; strong command of reporting and investment analytics. Exceptional written and verbal communication skills, with the ability to present to senior leadership and capital partners. Strong critical thinking and judgment skills, capable of making informed decisions in fast-paced and evolving situations. Entrepreneurial, motivated, and comfortable working in a lean team environment. High attention to detail paired with the ability to manage multiple complex workstreams simultaneously. Intellectually curious, proactive, and able to anticipate issues before they arise.

Requirements At least 4-6 years of related experience in accounting, finance, or corporate planning · Must have a comprehensive knowledge of all hotel departments and functions. · Must have a comprehensive knowledge applicable Federal, state, and local health, safety, and legal regulations. · Must have exceptional mathematical and computer skills. · College education and relevant training and experience required. Additional education preferred. · Ability to timely obtain any required licenses or certificates. · CPR training and first aid training preferred. · Additional language ability preferred. · Occasional travel required. Software Experience Preferred: M3 Accounting Core - for Accounts Payable functions & General Ledger entries Profitsword - for Income Journal, Forecasting, & Budgeting Lightspeed - mainly used for Accounts Receivable Microsoft Excel - general use Paylocity - payroll functions Hotel or hospitality industry experience strongly preferred. Experience working decentralized.

Chief Financial Officer Founded in 1910, Charlotte Country Club is located four miles east of uptown Charlotte, in the historic Plaza-Midwood neighborhood. Charlotte Country Club is known as a top 20 private club in the US and was also recognized as a Top-50 Platinum Club of the World by the Club Leaders Forum. At the heart of Charlotte Country Club lies a commitment to exceptional hospitality and service. Our team is comprised of dedicated professionals who share a passion for delivering unforgettable experiences to our members and guests. Whether indulging in fine dining, hosting memorable events, or simply enjoying the company of fellow members, Charlotte Country Club offers a haven of sophistication and relaxation. General Description: The Chief Financial Officer (CFO) reports directly to the General Manager/COO, and consistent with the mission of Charlotte Country Club, is responsible for assisting the General Manager/COO in directing the Club's accounting functions including establishing and maintaining the Club's accounting principles, practices, and procedures. The CFO will build and manage effective and streamlined financial and administrative systems, including financial, accounting, legal, information technology, and physical infrastructure. Essential Functions: Serve as a role model for Charlotte Country Club, exhibiting Club core values and working to achieve the Club mission. Develop positive relationships with Members, Board of Governors, community, and staff. Define the process, systems and infrastructure needed to support the Club's financial health and projected growth over the next 5 to 10 years. Manage all financial planning, reporting and analysis for the Club. This includes strategic planning, evaluation, and professional development initiatives. Lead our accounting team, operation, and guide all aspects of our financial systems, reporting, and audit and tax preparation. Create and present monthly and annual financial reporting materials and metrics for the Club's Board of Governors. Responsible for comprehensive budgeting, financial forecasting, and cash flow for administration, existing programs, proposed new programs, and facilities. Coordinate and prepare for annual audit and tax activities. Serve as a business partner to the General Manager/COO on the organization's financial, budgeting, and administrative processes - including HR, payroll, and benefits functions - with an eye to continuously developing and improving systems, timely analysis, solutions, and reporting capabilities. Participate in and serve on Club committees such as Board of Governors, Finance Committee, and other committees as directed by the General Manager/COO. Manage the Club's current Information Technology (IT) infrastructure and oversee vendors providing IT support and services. Plan for and design the organization's IT for continued growth and successfully implement changes to meet future hardware and software needs with an eye towards staying ahead of the industry curve. Assists in the management of the organization's physical capital improvement plans with the General Manager/COO, Facilities Manager, and other department heads. This includes consultation and assistance in contracts, planning, and budgeting regarding projects and operations. Collaborate with the General Manager/COO and Director of Human Resources to ensure the Club's benefits and compensation strategy aligns with both financial goals and the needs of the staff to include regulatory compliance. Remain aware of current market trends and effectively incorporate into applicable areas. Qualifications: Personal qualities of integrity, honesty, and credibility with a commitment to our Club's mission. Excellent people skills, with experience collaborating in a multi-disciplinary, diverse, and dynamic team. Demonstrated competencies include analytical, problem solving, sound judgment, leadership, delegation, management skills, planning, organization, safety, security, quality, oral, and written communications. Demonstrated resourcefulness in setting priorities, proposing new ways of creating efficiencies, and guiding investment in people and systems. Proven effectiveness leading professionals in finance and accounting. Technologically savvy, with an ability to point to examples of having worked with IT staff to develop and implement new processes and systems that increased efficiency in a fast-moving environment. Flexible and a self-starter with the ability to prioritize efforts, multi-task while being highly detail oriented, and achieve objectives by deadlines. Exceptional leadership with the ability to influence at all levels of the organization to gain commitment and support for key strategies. Goes above and beyond to demonstrate awareness and understanding to deliver exceptional service to members and staff. Computer literate, including Microsoft Office, advanced Excel, PowerPoint, Word, POS, and HRIS platforms. Education/Experience: Bachelor's degree in accounting or finance, with an MA or MBA preferred. CPA or CHAE certification is a plus. A minimum of 8-10 years of professional experience, including managing the finance and administration of a high-growth $20 million organization, with preference given to non-profit experience. Demonstrated experience in financial management and accounting (five or more years), ideally in the non-profit and/or hospitality sector. Experience should include legal, audit, compliance, budget, and resource development. Benefits: Our team members are a friendly group of professionals! We enjoy a beautiful working environment, free meals, staff outings & events, and much more. We also offer an assortment of medical benefits & perks for eligible team members including paid time off, paid parental leave, free long-term disability insurance, free group life and accidental death & dismemberment insurance, 401(k) match and health savings account contributions from the Club. We have a positive work environment with a dedicated, hardworking, and fun-spirited team and polite and respectful leadership. Pre-Employment: All candidates will be required to successfully complete a pre-employment background check and drug screen.

In collaboration with station Vice President and General Manager, The Chief Operations Offices leads the development and execution of administrative, financial, and operational strategies that support the organization's mission and long-term objectives. Translates strategic priorities into actionable plans for goal setting, performance management, workforce planning, and annual budgeting. Ensures compliance with FCC regulations, college policies, and applicable laws. Oversees key organizational metrics and audience data analysis to inform decision-making. Serves as a primary liaison with the college finance team and plays a critical role in audits and regulatory filings. Maintains strong communication with federal, state, and local agencies to uphold licensing and regulatory requirements. This role requires independent judgment, clear communication, and effective collaboration across internal teams, industry partners, and regulatory bodies to ensure operational excellence and strategic alignment. * Strategic Development and Growth: Collaborates with the VP/GM to research, develop, and draft planning documents, including operating and capital equipment plans. Provides strategic guidance for long-term goals and day-to-day operations. Drives initiatives that reinforce organizational values and promote a high-performance culture. Fosters a culture of excellence, accountability, collaboration, and innovation. * Standard Operating Procedure Creation: Designs standards and procedures to acquire, coach, evaluate and hold accountable high quality content-making and content delivery talent. Defines, instructs and models excellence in both qualitative and quantitative terms. Leads and inspires staff to strive to fulfill MPBS's vision and service mission. * Budgeting & Fiscal Responsibility: Coordinates and develops annual operating budgets; monitor monthly expenditures. Analyzes short- and long-term budgetary considerations for financial stability and sustainability. Liaises with college finance team and participates in audits. Identifies operational efficiencies to reduce costs and enhance productivity. * Regulation Compliance & Risk Management: Ensures compliance with FCC, EEO, college policies, and industry regulations. Prepares and submits license applications; maintain communication with federal, state, and local agencies. Implements policies, procedures, and controls to mitigate organizational risks. * Operational Excellence: Coordinates office services between MATC and the station, including record-keeping systems and personnel requirements. Develops or revises procedures to improve workflow and administrative processes. Researches and analyzes data to implement cost reduction strategies and improve reporting. * Data-Driven Decision Making and Continuous Improvement: Leverages data analytics to drive informed decision-making and fosters continuous improvement within the area of responsibility. Analyzes key performance indicators (KPIs) and relevant metrics to gain actionable insights and monitors performance measures aligned with organizational goals. Utilities data to inform strategic and operational decisions. Applies continuous improvement methodologies (e.g., Plan-Do-Study-Act) based on data analysis promoting a data-driven culture and enhancing team data literacy. * Cross Functional Relationships and Collaborative Teamwork: Establishes, maintains, and enhances positive work relationships with staff, faculty, and administrators. Works collaboratively with team members, Pathway Deans, and colleagues, to achieve College objectives and provide high level of service to students and employees by developing and sustaining effective working relationships and partnerships. Maintains high standards of professionalism within a matrix environment. * Leadership and Supervision: Develops and manages high performing teams with highly skilled and motivated staff focused on the delivery of quality and value-added services, and allocates cross-functional responsibilities and work processes. Responsibilities include hiring, coaching/mentoring, performance management, and progressive discipline as needed for departments supervised. * Ethics and Confidentiality: Practices honesty by demonstrating a consistent and uncompromising adherence to strong moral and ethical principles, values, truthfulness and accuracy in all actions. Addresses all student and employee behavior in a confidential and respectful manner. * Continuous Learning & Professional Development: Maintains current knowledge of best practices and standards in public television. Actively organizes and/or participates in applicable workgroups, trainings, workshops, seminars, committees and professional associations or conferences to promote continuous learning. * Other duties: Performs other related duties within the scope of the position as required for the efficient operation of the division and to support institutional objectives. Compliance with all state, federal, and accreditation standards/requirements, as well as all MATC policies and procedures. Required Education & Experience: A bachelor's degree in Business Administration, Public Administration, or a related field and eight (8) years of progressively responsible operations experience at the executive level including at least five (5) years of administrative supervision responsibilities and teams management. Preferred Education & Experience: A Master's degree in Business Administration, Public Administration, or a related field and more than eight (8) years of progressively responsible operations experience at the executive level including more than five (5) years of administrative supervision responsibilities and teams management. Experience as a COO in a non-profit, public media or commercial media is a plus. KNOWLEDGE, SKILLS, & ABILITIES * Conceptual understanding of strategic planning processes including development of goals and initiatives and work * plan development. * Considerable knowledge of modern principles and practices of administration to include planning, budgeting, * staffing, and finance. * Deep knowledge of and commitment to the tenets of ethics and editorial integrity. * Demonstrates ideas and ability to diversify audience appeal, including ethnic, age and education level. * Strong knowledge of regulatory governance and rights management regulations in the electronic media industry. * Exceptional interpersonal and relationship-building skills to serve organizational goals with ability to inspire trust * and camaraderie in employees, colleagues, and the community. * Proven success in leading without direct authority. * Excellent written and verbal communication skills. * Demonstrated expertise in strategic leadership working with Boards of Directors and external leaders, as well as * leading and collaborating with executive and staff teams across diverse cultural communities and areas of * responsibility. * Expertise in supervising, counseling, motivating and evaluating staff and actively supporting their professional * development. * Comprehensive knowledge of strategic planning, data analysis and budgeting, including demonstrated experience * with policy development and change management. * Proficient with Google Suite and Microsoft Office including Excel, Word and Outlook and other necessary software * Ability to work with culturally diverse populations of students, employees and community stakeholders. CORE COMPETENCIES: * Business insight * Decision quality * Resourcefulness * Plans and aligns * Drives results * Manages conflict * Develops talent * Builds effective teams * Demonstrates self-awareness * Instills trust * Customer focus * Action oriented * Values differences * Self-development * Compassion Start Date This position supports Milwaukee PBS and is available start as soon as possible. Hours This position is a 1.0 FTE or 40 hours per work week. This position works in-office at the Milwaukee Public Broadcasting System office on the MATC Downtown Campus. Salary Salary is determined by years of experience credit and internal salary equity. Application Materials Along with your completed applications, please upload a resume and cover letter. Education will be formally verified prior to offer. Interviews Selected candidates will be invited to interview for this role via email after the posting close date. EEO Milwaukee Area Technical College will not discriminate against any employee, applicant for employment, student, or applicant for admission on the basis of race, color, national origin, ancestry, sex, sexual orientation, creed, religion, political affiliation, marital status, parental status, pregnancy, disability, age, membership in any reserve component of the armed forces, union affiliation, arrest and conviction record, or any other protected category under applicable local, state or federal law. Milwaukee Area Technical College is an Equal Opportunity/Access Educator/Employer. Reasonable accommodations will be provided for qualified individuals with disabilities. If you have a disability and need special accommodation for the application process, please contact our office at ************ (Wisconsin Relay System: 711) or email *************.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Valuation Services Director - Complex Financial Instruments Position Director We are looking to hire a Director of Business Valuation with a focus Complex Financial Instruments (CFI) to be part of our Valuation Team. We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to financial analysis, business and financial modeling and forecasting, and valuations focusing on complex financial instruments and derivatives, including, convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock and other securities along with private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs. Overall Responsibilities: * Establish and maintain an effective sales and marketing process in the Valuation practice area including the following items. Specific growth goals will be established and incorporated in key goals * Maintaining an established referral network * Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting * Contributing thought leadership in practice area * Primary advisor to clients/manage CFI engagement team members * Manager/Oversee/Train/develop other CFI valuation professionals Specific Responsibilities: * Develop and maintain strong relationships with centers of influence and professionals * Effectively manage overall client relationships to exceed client satisfaction * Manage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses) * Be a thought leader * Mentor, coach and train staff * Successfully integrate strategy of the firm * Heighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm * Promote cross selling and integrating of service line of business and more Basic Qualifications: * Education: Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Master's a plus * Professional Certifications: ABV/CPA, ASA or CFA * Experience valuing complex financial instruments * Experience with Option Pricing Models, Monte Carlo and Binomial Models * Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc. * Practice development and management, marketing and thought leadership as it relates to complex financial instruments * Successful candidate will have experience in managing client relationships and leveraging them to sell Firm solutions * Ability to exceed client expectations in a sophisticated large consulting or accounting firm environment. Experience with a "Big 4" or national consulting firm providing valuation services including valuation for financial reporting and tax reporting * Demonstrated ability to develop business and a productive referral network * 8+ years in Management/Leadership/Supervisory experience * Database experience with Capital IQ * Proficiency with Microsoft Excel, Word, and PowerPoint * Flexibility to travel to clients and other RSM's offices * Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $134,000 - $269,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. As part of the Finance Data Governance Organization (FDG) within Corporate Controllership, this role will execute the strategic vision for financial data governance, drawing on deep industry experience from large financial institutions. The successful candidate will bring a strong command of regulatory expectations, enterprise-scale data governance practices, and the complexities of financial reporting within highly regulated environments. How will you make an impact in this role? * Lead the Data Steward team, supporting implementation of the Enterprise Data Governance Policy requirements within various critical Finance systems/processes. * Serve as a liaison between Business/Functional areas and Technology to ensure that data related business requirements for governing data are clearly defined, communicated, and well understood. * Lead the integration of Finance applications with various Data Governance tools. * Apply insights and proven frameworks from large financial institutions to strengthen data governance. * Lead data stewardship models, accountability structures, and high-integrity data quality standards across finance functions. * Partner with various enterprise teams to harmonize data practices, mitigate risk, and support reliable reporting. * Serve as a representative in various data management forums, audit reviews, and regulatory interactions related to data. * Oversee the implementation of controls, monitoring, and issue remediation plans for critical financial datasets and systems. Minimum Qualifications * 10+ years of progressive leadership experience in finance, data governance, or regulatory compliance, preferably within a global financial institution. * Demonstrated ability to operate at scale in complex, matrixed environments. * Expertise in financial data architecture, governance frameworks (e.g., DAMA-DMBOK), and regulatory compliance requirements. * Familiarity with enterprise data platforms, metadata management, and data quality tools used in top-tier banks or financial institutions. * Exceptional leadership, stakeholder engagement, and executive communication skills. * Bachelor's degree in Finance, Accounting, Business, or related field. Preferred Qualifications * Advanced degree. * Professional Certifications (e.g. CDMP, CPA, CISA). * Experience working for a regulatory agency. Salary Range: $144,250.00 to $256,250.00 annually + bonus + equity (if applicable) + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

Compensation: To $175K. Job Overview - Finance Controller Manufacturing Business Partner - 33906 We're looking for a Finance Controller who will provide financial support to our client's product line leaders and serve as a proactive business partner by advising and making recommendations that drive strategic and financial performance. A strong understanding of financial statements, cost accounting, and financial modeling is essential. The role is an active member of a cross-functional business team focused on decision-making and strategy execution. Key Responsibilities * Serve as a strategic finance partner to business leaders by collaborating with operations and commercial teams to develop a deep understanding of business strategy, goals, and performance drivers. * Own the full profit and loss (P&L) management for assigned product lines, including consolidating commercial and manufacturing forecasts into comprehensive P&L statements and ensuring adequate capacity for both short- and long-term plans. * Analyze profitability by product, region, and customer, identifying trends and highlighting areas where performance does not meet expectations. * Design and implement financial and analytical processes-such as forecasting, budgeting, and reporting-that enhance accuracy, cycle time, and decision-making. * Work cross-functionally to create consistent, timely, and meaningful financial reports within existing system capabilities. * Ensure accurate and timely analysis and reporting of forecasts and results to business and division leadership. Monitor variances and provide insights and recommendations to address discrepancies. * Lead process improvement and reporting initiatives, and manage the overall budgeting process with a strong understanding of financial statements and systems. * Support strategic initiatives such as capacity planning, business restructuring, and expansion programs. * Participate in cross-functional planning teams to develop performance scorecards and support short- and long-term business planning cycles. Requirements * Bachelor's degree in Finance, Accounting, or a related technical discipline * 5-7 years of progressive finance and leadership experience; FP&A or operations finance experience preferred * Experience in a manufacturing or production environment * Strong analytical, financial modeling, and problem-solving skills * Proven ability to build and maintain effective business partnerships with key stakeholders * Advanced proficiency in Microsoft Excel and other Microsoft Office tools * Experience leading process improvement initiatives and developing implementation procedures * Strong communication and presentation skills with the ability to influence business leaders and facilitate decision-making * Ability to provide creative financial solutions and challenge assumptions constructively Preferred Qualifications * MBA or CPA designation * Strong understanding of business operations, markets, and strategic planning * Experience with ERP and financial reporting tools (e.g., SAP, Power BI) * Ability to thrive in both matrixed and independent work environments * Proven capacity to manage multiple priorities and adapt to a fast-paced, evolving business environment * Global mindset and sensitivity to diverse perspectives Additional Job Details Workplace Policy: #li-Hybrid Seniority Level: Mid-Senior Level Linked In Poster: #LI-TC1 About our Process * We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in. * Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon. * Candidates for all Sherpa opportunities must be authorized to work in the United States. * Sherpa is an Equal Opportunity Employer.

Who We Are FTI Consulting is the leading global expert firm for organizations facing crisis and transformation. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to dynamic and complex situations. At FTI Consulting, you'll work side-by side with leaders who have shaped history, helping solve the biggest challenges making headlines today. From day one, you'll be an integral part of a focused team where you can make a real impact. You'll be surrounded by an open, collaborative culture that embraces diversity, recognition, professional development and, most importantly, you. Are you ready to make your impact? About The Role Against an increasingly complex regulatory landscape, FTI Consulting's Financial Crime Compliance team helps clients mitigate risk and achieve compliance. We leverage our deep knowledge of industry regulations and demonstrated methodologies to help clients design, assess, and transform their processes. We help clients navigate a regulatory investigation or inquiry, and achieve the overall risk profile they need to power their organization forward. We are involved in complex, global and high-profile litigation, arbitration, investigations and compliance program remediations combining end-to-end risk consultative advisory, investigative and disputes expertise to deliver holistic solutions for our clients. For this role, you'll be providing bank regulatory consulting services, specifically focusing on anti-money laundering, sanctions and fraud, including performing assessments and analysis for various client situations and supervising day-to-day activities in support of consulting projects. In particular, we are interested in experience that involves transaction monitoring program development (i.e., assessment and design of transaction monitoring alert procedures, processes, and guidelines) and design of transaction monitoring rules, thresholds and parameters. Previous experience directly handling and adjudicating alerts and cases for a large banking organization(s) is a plus. As a Financial Crime Director, you will help our clients mitigate their Financial Crime Compliance risks, improve their ability to meet regulatory requirements, and implement efficient solutions to remediate identified issues. Directors will collaborate across the firm to develop and offer solutions to complex compliance challenges. What You'll Do In this role you will work on a variety of global engagements and will be involved in the: * Review, design/redesign and implement first and second line of defense operating models, technologies, and analytic solutions for anti-money laundering and sanctions compliance programs worldwide * Collaborate with global teams and clients to track, manage, and deliver long-term KYC and Transaction Monitoring Systems (TMS) transformation initiatives for global financial services clients * Utilize strong change and project management skills on engagements focused on assessment, remediation, and design and implementation of global KYC and TMS programs which leverage advanced analytics and custom workflow solutions * Participate in enterprise and unit level AML and sanctions risk assessment engagements, draft policies, and procedures, create and deliver training modules, compliance assessments, transaction monitoring "look backs" pursuant to regulatory orders, internal controls assessments, internal investigations, and independent testing How You'll Grow We are committed to investing and supporting you in your professional development and we have developed a range of programs focused on fostering leadership, growth and development opportunities. We aim to promote continuous learning and individual skills development through on-the-job learning, self-guided professional development courses and certifications. You'll be assigned a dedicated coach to mentor, guide and support you through regular coaching sessions and serve as an advocate for your professional growth. As you progress through your career at FTI Consulting, we offer tailored programs for critical professional milestones to ensure you are prepared and empowered to take on your next role. What You Will Need to Succeed Basic Qualifications * Bachelor's Degree in Finance, Accounting, Business Administration, Information Management, Economics, Engineering, Statistics or in a related field * 5+ years of relevant post-graduate professional experience in private or public sector banking in an AML-focused role * Ability to travel to clients and FTI office(s) as needed * Applicants must be currently authorized to work in the United States on a full-time basis; this position does not provide visa sponsorship Preferred Qualifications * Master's Degree in business administration or related field * Extensive expertise in AML, Sanctions, and Fraud regulations across diverse financial sectors, including Consumer, Wholesale, Corporate and Investment, Payments and Private Wealth Management * Proficient in drafting, reviewing, and coordinating AML, Sanctions and Fraud Compliance policies, standards, procedures, training, and annual compliance reviews for clients * Experience with BSA/AML Transaction Monitoring programs including, but not limited to, alert and case analysis, alert rule development and testing and TM system tuning and testing * Desire to work towards CFE, CAMS, CRCM or other relevant professional designation * BSA/AML Compliance Risk/Regulatory program development * BSA/AML experience in Banking, FinTech or Securities industries #LI-TL1 Total Wellbeing Our goal is to support the wellbeing of you and your families-physically, emotionally, and financially. We offer comprehensive benefits such as the following: * Competitive total compensation, including bonus earning potential * Full package of benefits plans, including medical, dental, and vision coverage along with life and disability insurance * Generous paid time off and holidays * Company matched 401(k) retirement savings plan * Potential for flexible work arrangements * Generous paid parental leave with available planning tools, virtual expert coaching services and flex return support. * Family care benefits, including back-up child/elder care * Employee wellness platform * Employee recognition programs * Paid time off for volunteering in your community * Corporate matching for charitable donations most important to you * Make an impact in our communities through company sponsored pro bono work * Professional development and certification programs * Free in-office snacks and drinks * Free smartphone and cellular plan (if applicable) * FTI Perks & Discounts at retailers and businesses * Upscale offices close to public transportation About FTI Consulting FTI Consulting, Inc. is the leading global expert firm for organizations facing crisis and transformation, with more than 8,100 employees located in 33 countries and territories. Our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. The Company generated $3.7 billion in revenues during fiscal year 2024. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. FTI Consulting is publicly traded on the New York Stock Exchange. For more information, visit ********************* and connect with us on Instagram and LinkedIn. FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation. Compensation Disclosure: Actual compensation is determined based on a wide array of relevant factors including market considerations, business needs, and an individual's location, skills, level of experience, and qualifications. Additional Information * Job Family/Level: Op Level 3 - Director * Citizenship Status Accepted: Not Applicable * Exempt or Non-Exempt?: Exempt Compensation * Minimum Pay: 91000 * Maximum Pay: 286000

At Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwest and South. Backed by funds managed by Apollo Global Management, our vision is to accelerate the upgrade of copper to fiber optic technologies, bringing faster and more reliable internet service to many rural markets traditionally underserved by broadband providers, while delivering best-in-class customer experience. Be a part of the team that will make this vision a reality….designing and building a world class fiber network and creating a customer experience second to none. Check us out on the web! Job Description We are looking for a Corporate Transformation Director to join our growing team! In this role, you will drive enterprise-wide initiatives to accelerate value creation and deliver measurable business results. You will partner with senior leaders to identify performance gaps, remove barriers, and enable cross-functional execution across transformation programs. You will lead strategic problem-solving, oversees initiative delivery, and ensures organizational alignment to achieve short- and long-term corporate objectives. As a Corporate Transformation Director, your duties and responsibilities will include: Lead a portfolio of high-impact transformation initiatives, ensuring alignment to enterprise goals and rapid value realization Identify gaps between existing initiatives and budget or long-range plan targets; diagnose root causes and define mitigation plans Collaborate with initiative leaders to establish cross-functional enablers such as change management, data analytics, and performance tracking Identify, validate, and define incremental opportunities beyond current initiatives to accelerate results Conduct comprehensive risk assessments and proactively recommend improvements to strengthen transformation execution and governance Monitor initiative progress, ensuring accountability to charters, milestones, and expected outcomes Develop and deliver executive-ready presentations and reports summarizing initiative performance, key risks, and recommended actions Foster collaboration and alignment across business units to ensure sustainable adoption of transformation initiatives Qualifications WHAT IT TAKES TO CATCH OUR EYE: Bachelor's or Master's degree in Business Administration, Engineering, or a related field from a leading university 10+ years of experience in a top-tier strategy consulting firm, or in a corporate strategy/transformation leadership role 10+ years of experience in the telecommunications industry or a closely related sector Demonstrated career progression with increasing scope and leadership accountability Strong analytical and structured problem-solving skills, with the ability to navigate complex and ambiguous contexts Proven track record in large-scale transformation or change leadership programs Excellent quantitative and data-driven decision-making skills Exceptional executive presence with strong verbal and written communication skills Ability to build strong partnerships across functions and influence without direct authority Results-oriented mindset with the ability to manage multiple priorities and deliver measurable impact in a fast-paced environment BONUS POINTS FOR: Corporate transformation experience within a private equity portfolio company Advanced degree (MBA or equivalent) #LI-SS1 Additional Information WHY JOIN US? We aspire to contemporary ways of working. Recognized as a Top Workplace by the Charlotte Observer, Brightspeed HQ is located on the 7th floor of the new Vantage South End - East Tower in Charlotte, NC. We prioritize hiring talent in the Charlotte area, whenever possible, to make it a truly vibrant destination for our hybrid workforce. At Brightspeed, we have roles that are designated as remote, hybrid, office or field-based, depending on the position, business needs and individual circumstances. We also invest in technology that enables our entire team to stay connected. Why? Because Brightspeed recognizes the value of finding the best talent for the job, wherever they may be. We offer competitive compensation and comprehensive benefits. Our benefits and paid time off programs reflect our underlying belief in promoting overall wellness through physical, emotional and financial health. Brightspeed offers a comprehensive benefit program, including competitive medical, dental, vision, and life insurance; an employee assistance program; a 401K plan with company match and a host of voluntary benefits. Inclusion and belonging are at the center of our grounding belief in Being Real. When we bring our authentic selves to work, everyone is better as a result. A diverse team helps us be fierce advocates for more accessible, inclusive and high-quality internet, because we believe doing so promotes equity in the communities we serve. Brightspeed is an Equal Opportunity Employer that is committed to inclusion of all qualified individuals, including individuals with a disability/veterans. If you require reasonable accommodation to complete a job application or to otherwise participate in the hiring process, please contact taaccommodationrequests@brightspeed.com to initiate the accommodations process. For all applicants, please take a moment to review our Privacy Notices: Brightspeed's Privacy Notice for California Residents Brightspeed's Privacy Notice

In this role, you will provide leadership for a clearing broker dealer settlement team accountable for providing complex operations activities to client and advisors. Settlement activities include DTC settlement, processing dividend and reorganization activities, and handling physical certificates. This includes resolving escalated advisor issues, lead process improvement initiatives, identifying and analyzing trends to implement solutions to increase advisor and client satisfaction, and managing strategic relationships across multiple channels for delivery of operations services. Key Responsibilities * Lead a team of professionals providing complex operations activities to advisors, including regulatory supervision to ensure that compliance and regulatory requirements are met. Ensure timely and accurate resolution of escalated advisor issues. Develop and manage cost effective, efficient and compliant operational strategies to ensure advisor and client's needs are met. Manage department P&L, focusing on managing controllable expenses, including vendors. * Manage relationships with a variety of internal and external business partners and advisors to identify root cause of operational and service issues. Implement solutions to increase advisor and client satisfaction, while ensuring all operational, financial, and regulatory requirements are met. * Provide thought leadership on process improvements and business transformation activities. Ensure effective implementation of strategies. * Provide effective people leadership through effective coaching, feedback and sound performance management practices. Act as champion for the team and intervene on matters that create roadblocks to individual or organizational success. Set department initiatives and aligns and sets individual performance goals. Required Qualifications * 7-10 years of relevant experience * Associate degree or equivalent (2-years) * Broker Dealer and/or tape to tape experience required * Active FINRA Series 7 Preferred Qualifications * Strong relationship management/influencing skills * Ability to analyze root cause and implement solutions * Demonstrated ability to lead cross-functional process improvement teams * Previous people leadership experience * Bachelor's degree or equivalent (4-years) * Strong working knowledge of Operations techniques (DTC or settlement experience is a plus) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $122,400 - $165,200 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business CLEAR Clearing

JOB GOAL Responsible for performing intermediate clerical and bookkeeping work in examination, analysis, and verification of accounting records in a school setting. Duties are varied and include maintaining bookkeeping control of funds disbursed and received, and preparing financial data required for fiscal management. Essential Duties & Responsibilities * Maintains a complete and systematic set of records of all financial transactions as required by federal, state, and school board rules, regulations, policies, and laws. Reviews and reconciles accounts and budget reports on a monthly basis. Assists in district directed audits of records and accounts. * Assists principal with budget development. * Analyzes, verifies and reconciles school budget reports to maximize the use of funds in compliance with local, state and federal fiscal requirements. * Initiates, prepares, and verifies payment requests, (direct payments, purchase orders, travel requests), reviews for proper documentation, and obtains necessary approvals. * Purchases goods and services for the school using a variety of approved methods. Initiates all purchase orders, obtains quotes for goods and services, obtains necessary approvals, and maintains accurate records of transactions and inventory. * Initiates and reviews school contracts and prepares supporting documentation to ensure compliance with policies and procedures. * Verifies and records cash collections by school staff, including but not limited to field trip, fundraising, and athletic activities. Posts activities on the online payment platform. Issues check payment to field trips vendors, athletic event officials, and other vendors as required. * Manages the school's checking account ensuring bank deposits are made according to policy and prepares monthly reconciliation of the school's checking account. * Prepares sales and use tax reports to process payment of tax. * Initiates, prepares, and processes transactions relating to the school's purchasing card, tracks expenditures, reconciles balances on a monthly basis, and maintains records of all purchases. * Composes reports and records for review as well as financial correspondence for principal's approval and signature. * Maintains accounts payable files for verification of receipt of items. * Prepares and enters invoices; updates customer lists and transactions; prepares journal entries for distribution. * Performs various payroll duties as assigned. * Trains other staff to ensure they are familiar with and able to perform the essential treasurer duties in the absence of the school treasurer. * Answers inquiries from staff and parents pertaining to interpretation of school district's financial policies and procedures. * Performs other related duties as assigned. NOTE: On-site attendance is an essential function of this position. SUPERVISORY RESPONSIBILITY None. MINIMUM REQUIREMENTS Knowledge, Skills & abilities * Considerable knowledge of bookkeeping/accounting practices for cash management, revenue, and expenses * Ability to effectively organize and maintain records * Ability to interpret standard accounting and financial statements * Ability to prepare reports and business correspondence * Ability to maintain confidentiality * Excellent customer service skills with the ability to calmly route concerns to appropriate staff * Ability to learn pertinent district policies and procedures rapidly, apply them in appropriate situations, and explain them to staff, parents, students, and the public * Ability to exercise independent judgment and initiative in completing work assignments and determine when to refer situations to supervisor; * Ability to reason, work, and problem-solve independently in order to carry assignments to completion according to expected timelines while adhering to established policies and procedures * Ability to communicate effectively with a variety of audiences, orally and in writing, including electronic media * Working knowledge of computer programs, including email, word processing, spreadsheets, and databases * Excellent time management skills and ability to organize, prioritize, manage and carry out duties efficiently and within established timeframes * Ability to establish and maintain collaborative working relationships with all stakeholders Education, Training & Experience * Associate's degree in a relevant field * Two years accounting/bookkeeping experience OR * Any equivalent combination of education and experience which provides the required knowledge, skills, and abilities to perform the essential duties and responsibilities of the position Certificates, Licenses & Registrations * Preferred qualifications * Associate degree in business or accounting * Bookkeeping/Accounting experience in a school district or similar environment * Bilingual English/Spanish (fluent verbal and written) skills

About this role: Wells Fargo is seeking a Finance Product Controller (Lead Finance Analyst) supporting the Markets Division. This role is responsible for Product Control supporting Rates, FX, Commodities & CVA. In this role you will: Review the daily Profit & Loss (P&L) - Comprehensive P&L, Buy/Hold (i.e. ‘Clean') P&L, Volcker P&L, Front Office risk-based P&L attribution and provide challenge and analysis Review and approve P&L adjustments across all P&L types - Comprehensive, Clean, Volcker Analyze Volcker metrics to ensure accurate reporting and compliance with the rule Provide high quality commentary on P&L and balance sheet drivers to senior leaders Review large transactions to ensure they are booked and accounted for correctly, and that pricing is reasonable against market standard Provide challenge and subject matter expertise from a Finance standpoint in the New Products approval process Help to research and resolve P&L issues arising from incorrect trade bookings, system errors, and valuation discrepancies Oversee the month-end close process for P&L, including general ledger reconciliations, and substantiation of balance sheet at a detailed level Partner with India Product Control team on all aspects of the Product Control function Ensure compliance with internal guidelines (e.g. COSO controls), and internal and external audit recommendations Develop and improve upon internal controls through critical evaluation of current environment, with the goal of implementing consistent, industry best practices across the enterprise This role will require close partnership with various groups, including Front Office, Middle Office, Compliance, Front Line Control Officers, Independent Price Validation, Market and Credit Risk, and Group Controllers Required Qualifications: 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience working with Capital Markets products (Fixed Income Securities, Derivatives, FX, XVA) Advanced understanding of supporting month end close, Profit & Loss (P&L) and GL reconciliation Advanced written and verbal communication skills Ability to partner with stakeholders and act as a trusted advisor Familiarity with Wells Fargo Securities systems a plus (e.g Calypso, Broadridge, GMI, Opics) Knowledge of MTM, Fair Value Option, FAS133 hedge accounting a plus Advanced desktop programming skills including Access, VBA, Excel, SQL Knowledge of Wells Fargo reporting systems and internal databases (i.e. IRIS, Essbase) Job Expectations: This position offers a hybrid work schedule This position is not eligible for Visa sponsorship This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting End Date: 18 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**About this role:** Wells Fargo is seeking a Finance Product Controller (Lead Finance Analyst) supporting the Markets Division. This role is responsible for Product Control supporting Rates, FX, Commodities & CVA. **In this role you will:** + Review the daily Profit & Loss (P&L) - Comprehensive P&L, Buy/Hold (i.e. 'Clean') P&L, Volcker P&L, Front Office risk-based P&L attribution and provide challenge and analysis + Review and approve P&L adjustments across all P&L types - Comprehensive, Clean, Volcker + Analyze Volcker metrics to ensure accurate reporting and compliance with the rule + Provide high quality commentary on P&L and balance sheet drivers to senior leaders + Review large transactions to ensure they are booked and accounted for correctly, and that pricing is reasonable against market standard + Provide challenge and subject matter expertise from a Finance standpoint in the New Products approval process + Help to research and resolve P&L issues arising from incorrect trade bookings, system errors, and valuation discrepancies + Oversee the month-end close process for P&L, including general ledger reconciliations, and substantiation of balance sheet at a detailed level + Partner with India Product Control team on all aspects of the Product Control function + Ensure compliance with internal guidelines (e.g. COSO controls), and internal and external audit recommendations + Develop and improve upon internal controls through critical evaluation of current environment, with the goal of implementing consistent, industry best practices across the enterprise + This role will require close partnership with various groups, including Front Office, Middle Office, Compliance, Front Line Control Officers, Independent Price Validation, Market and Credit Risk, and Group Controllers **Required Qualifications:** + 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience working with Capital Markets products (Fixed Income Securities, Derivatives, FX, XVA) + Advanced understanding of supporting month end close, Profit & Loss (P&L) and GL reconciliation + Advanced written and verbal communication skills + Ability to partner with stakeholders and act as a trusted advisor + Familiarity with Wells Fargo Securities systems a plus (e.g Calypso, Broadridge, GMI, Opics) + Knowledge of MTM, Fair Value Option, FAS133 hedge accounting a plus + Advanced desktop programming skills including Access, VBA, Excel, SQL + Knowledge of Wells Fargo reporting systems and internal databases (i.e. IRIS, Essbase) **Job Expectations:** + This position offers a hybrid work schedule + This position is not eligible for Visa sponsorship This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Posting End Date:** 18 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-509018

Job Description Salary: $75,000 - $80,000 Other Forms of Compensation: yearly bonus Krafted Kitchen Collection, a proud member of the Compass Group family, is where culinary innovation meets elevated experiences. Our curated suite of branded solutions is designed to stand alone or seamlessly complement existing food services, enhancing workplaces, hospitals, senior living communities, academic institutions, and cultural centers. At Krafted, we're not just serving food-we're creating environments that drive productivity and build community. Our strength lies in our people-go-getters backed by bold creativity, deep industry knowledge, and a healthy dose of “let's do this.” With a portfolio that includes both fully-owned brands and exclusive strategic partners, we deliver one-of-a-kind dining solutions with precision and personality. Our portfolio includes: Foodworks: A local-first dining platform that partners with independent restaurants to bring authentic, diverse flavors to onsite dining, creating community through food. Catering By Design: A luxury, full-service catering and event design company that meticulously curates every detail-from menu to décor-to deliver unforgettable events. Virtual Café: A tech-enabled dining solution offering customizable, kitchen-free food experiences, ideal for modern, flexible work environments. EAT Club: A personalized lunch delivery service that brings individually packaged meals to the workplace, combining variety, quality, and convenience. Join us at Krafted Kitchen Collection, where your creativity and fresh perspective will be the driving force that propels us to new heights. Let's craft something extraordinary together. Job Summary Krafted Kitchen Krafted Kitchen delivers innovative food service solutions designed for evolving workplaces. Whether offered as a standalone concept or as a complement to existing services, our hospitality-driven brands adapt to changing business needs while maintaining the highest standards of culinary and service excellence. Job Summary This role partners with divisions across the Krafted Kitchen sector to oversee essential financial processes, ensuring accuracy, consistency, and actionable insights that drive operational and financial success. Responsibilities Review, reconciliation, track and maintain monthly P/L and balance sheet activity Analyze financial results for both internal and external use Develop forecasts and budgets, identifying risks and opportunities Complete financial reports: monthly, quarterly, and annual reports, including but not limited to monthly and fiscal close, internal, and external audit reporting; manages report preparation and distribution Maintain inventory and cost control procedures Prepare and oversee monthly invoices, monitor, and follow up on accounts receivables, and complete sector-specific vendor maintenance tasks. Work with field operators to provide training, guidance, and assistance as needed. Collaborate with leadership to identify, implement, and optimize process automation. Perform related duties and special projects as assigned Qualifications Bachelor's degree required; Finance, Accounting, or Business preferred A minimum of two years' experience with revenue control and financial reporting Accounting experience in foodservice or retail industry preferred, foodservice operations experience a plus Ability to prepare monthly financial statements, key metric reports, budgets, forecasts, cash flow projections and analyses Adept at planning, organizing, and controlling complex processes as well as analyzing moderately complex financial information Experience with POS, cash, and credit card reports Advanced proficiency in Excel; experience with Power BI a plus Strong analytical and problem-solving skills with a high level of accuracy Demonstrated ability to independently manage multiple priorities in a fast-paced, dynamic environment Familiarity with SAP, Hyperion/Essbase, PowerPoint and Looker preferred Collaborative team player with excellent interpersonal skills and a professional attitude Exceptional written and verbal communication skills Conformity to the highest standards of personal integrity and ethical behavior Apply to Krafted Kitchen Collection today! Krafted Kitchen Collection is a division of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Applications are accepted on an ongoing basis. Associates at Krafted Kitchen Collection are offered many fantastic benefits. Medical Dental Vision Life Insurance/ AD Disability Insurance Retirement Plan Paid Time Off Paid Parental Leave Holiday Time Off (varies by site/state) Personal Leave Associate Shopping Program Health and Wellness Programs Discount Marketplace Identity Theft Protection Pet Insurance Commuter Benefits Employee Assistance Program Flexible Spending Accounts (FSAs) Krafted Kitchen Collection maintains a drug-free workplace. Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information.

Compensation: To $175K. Job Overview - Finance Controller - Projects - 33954 This role serves as the financial leader for major strategic projects - including expansions, cost reduction initiatives, market development, and new product launches. The position supports cross-functional project teams with financial modeling, spend tracking, and adherence to internal controls, capital policies, and procedures. The ideal candidate is a strong business partner who is customer-focused, results-oriented, process-driven, and highly collaborative. Key Responsibilities * Lead financial modeling and analysis for large-scale capital and operational projects. * Partner with key stakeholders to support strategic business initiatives and long-term growth objectives. * Support project and program managers with all aspects of project costing, forecasting, and financial controls. * Track and report on project and program capital commitments, providing regular updates to business partners and leadership. * Ensure compliance with local regulations, GAAP accounting standards, and internal policies and procedures. * Manage intercompany transactions, transfers, and capitalizations in alignment with established policies. * Assist in financial and entity setup to support local plant or regional finance teams. * Build and maintain strong business partnerships with teams across operations, engineering, technology, and supply chain. * Perform additional analyses and support special projects as required to advance business and financial objectives. Requirements * Bachelor's degree in Accounting, Finance, or Business Administration. * 5-7 years of relevant experience, ideally within capital, manufacturing, or cost accounting. * Controller-level experience preferred. * Strong understanding of financial controls and capital investment modeling, including cash flow, NPV, IRR, and payback analysis. * Solid accounting and analytical background with the ability to connect financial insights to business impact. * Excellent communication and presentation skills, with comfort interacting at all levels of the organization. Desired Qualifications * Proven experience as a trusted business partner to operations and leadership teams. * Ability to manage multiple priorities and work effectively in a dynamic environment. * Self-starter with strong problem-solving skills and attention to detail. * Culturally aware and effective in a global, cross-functional setting. * Strong written and verbal communication skills. Additional Job Details Workplace Policy: #li-Hybrid Seniority Level: Mid-Senior Level Linked In Poster: #LI-TC1 About our Process * We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in. * Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon. * Candidates for all Sherpa opportunities must be authorized to work in the United States. * Sherpa is an Equal Opportunity Employer.

JOB GOAL Responsible for performing intermediate clerical and bookkeeping work in examination, analysis, and verification of accounting records in a school setting. Duties are varied and include maintaining bookkeeping control of funds disbursed and received, and preparing financial data required for fiscal management. Essential Duties & Responsibilities * Maintains a complete and systematic set of records of all financial transactions as required by federal, state, and school board rules, regulations, policies, and laws. Reviews and reconciles accounts and budget reports on a monthly basis. Assists in district directed audits of records and accounts. * Assists principal with budget development. * Analyzes, verifies and reconciles school budget reports to maximize the use of funds in compliance with local, state and federal fiscal requirements. * Initiates, prepares, and verifies payment requests, (direct payments, purchase orders, travel requests), reviews for proper documentation, and obtains necessary approvals. * Purchases goods and services for the school using a variety of approved methods. Initiates all purchase orders, obtains quotes for goods and services, obtains necessary approvals, and maintains accurate records of transactions and inventory. * Initiates and reviews school contracts and prepares supporting documentation to ensure compliance with policies and procedures. * Verifies and records cash collections by school staff, including but not limited to field trip, fundraising, and athletic activities. Posts activities on the online payment platform. Issues check payment to field trips vendors, athletic event officials, and other vendors as required. * Manages the school's checking account ensuring bank deposits are made according to policy and prepares monthly reconciliation of the school's checking account. * Prepares sales and use tax reports to process payment of tax. * Initiates, prepares, and processes transactions relating to the school's purchasing card, tracks expenditures, reconciles balances on a monthly basis, and maintains records of all purchases. * Composes reports and records for review as well as financial correspondence for principal's approval and signature. * Maintains accounts payable files for verification of receipt of items. * Prepares and enters invoices; updates customer lists and transactions; prepares journal entries for distribution. * Performs various payroll duties as assigned. * Trains other staff to ensure they are familiar with and able to perform the essential treasurer duties in the absence of the school treasurer. * Answers inquiries from staff and parents pertaining to interpretation of school district's financial policies and procedures. * Performs other related duties as assigned. NOTE: On-site attendance is an essential function of this position. SUPERVISORY RESPONSIBILITY None. MINIMUM REQUIREMENTS Knowledge, Skills & abilities * Considerable knowledge of bookkeeping/accounting practices for cash management, revenue, and expenses * Ability to effectively organize and maintain records * Ability to interpret standard accounting and financial statements * Ability to prepare reports and business correspondence * Ability to maintain confidentiality * Excellent customer service skills with the ability to calmly route concerns to appropriate staff * Ability to learn pertinent district policies and procedures rapidly, apply them in appropriate situations, and explain them to staff, parents, students, and the public * Ability to exercise independent judgment and initiative in completing work assignments and determine when to refer situations to supervisor; * Ability to reason, work, and problem-solve independently in order to carry assignments to completion according to expected timelines while adhering to established policies and procedures * Ability to communicate effectively with a variety of audiences, orally and in writing, including electronic media * Working knowledge of computer programs, including email, word processing, spreadsheets, and databases * Excellent time management skills and ability to organize, prioritize, manage and carry out duties efficiently and within established timeframes * Ability to establish and maintain collaborative working relationships with all stakeholders Education, Training & Experience * Associate's degree in a relevant field * Two years accounting/bookkeeping experience OR * Any equivalent combination of education and experience which provides the required knowledge, skills, and abilities to perform the essential duties and responsibilities of the position Certificates, Licenses & Registrations * Preferred qualifications * Associate degree in business or accounting * Bookkeeping/Accounting experience in a school district or similar environment * Bilingual English/Spanish (fluent verbal and written) skills

About this role: Wells Fargo is seeking a Finance Product Controller (Lead Finance Analyst) supporting the Markets Division. This role is responsible for Product Control supporting Rates, FX, Commodities & CVA. In this role you will: * Review the daily Profit & Loss (P&L) - Comprehensive P&L, Buy/Hold (i.e. 'Clean') P&L, Volcker P&L, Front Office risk-based P&L attribution and provide challenge and analysis * Review and approve P&L adjustments across all P&L types - Comprehensive, Clean, Volcker * Analyze Volcker metrics to ensure accurate reporting and compliance with the rule * Provide high quality commentary on P&L and balance sheet drivers to senior leaders * Review large transactions to ensure they are booked and accounted for correctly, and that pricing is reasonable against market standard * Provide challenge and subject matter expertise from a Finance standpoint in the New Products approval process * Help to research and resolve P&L issues arising from incorrect trade bookings, system errors, and valuation discrepancies * Oversee the month-end close process for P&L, including general ledger reconciliations, and substantiation of balance sheet at a detailed level * Partner with India Product Control team on all aspects of the Product Control function * Ensure compliance with internal guidelines (e.g. COSO controls), and internal and external audit recommendations * Develop and improve upon internal controls through critical evaluation of current environment, with the goal of implementing consistent, industry best practices across the enterprise * This role will require close partnership with various groups, including Front Office, Middle Office, Compliance, Front Line Control Officers, Independent Price Validation, Market and Credit Risk, and Group Controllers Required Qualifications: * 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience working with Capital Markets products (Fixed Income Securities, Derivatives, FX, XVA) * Advanced understanding of supporting month end close, Profit & Loss (P&L) and GL reconciliation * Advanced written and verbal communication skills * Ability to partner with stakeholders and act as a trusted advisor * Familiarity with Wells Fargo Securities systems a plus (e.g Calypso, Broadridge, GMI, Opics) * Knowledge of MTM, Fair Value Option, FAS133 hedge accounting a plus * Advanced desktop programming skills including Access, VBA, Excel, SQL * Knowledge of Wells Fargo reporting systems and internal databases (i.e. IRIS, Essbase) Job Expectations: * This position offers a hybrid work schedule * This position is not eligible for Visa sponsorship This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting End Date: 18 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.