Chief finance officer jobs in Rock Hill, SC - 296 jobs

Headquartered in Charlotte, NC, and founded in 2012 by visionary minds shaping the future of banking and payments in the US, Finzly makes bank transformation radically simple. Our core-independent platform is trusted by some of the market's leading financial institutions to transform operations and launch new products and services at speed. We've been recognized with 20+ industry awards in the last two years - including three years in a row as one of the Best and Brightest Places to Work as well as accolades for Best Parallel Core Technology, Best Corporate Payments Solution, Best Payments-as-a-Service Provider, and Best Trading System. Quite simply, Finzly is known for being the best in everything we do, giving you the perfect opportunity to grow your career with impact. We are seeking a Chief Financial Officer to professionalize the finance organization, establish the processes to accelerate growth and operate as an enterprise leader in the dynamic banking software market. This is an outstanding opportunity for the right finance executive with operational experience and a proven track record to join Finzly's senior leadership team. This leader must have: Strategic vision for finance function with strong SaaS operational expertise Helped to scale a SaaS business from $20m to $100m Led a hyper-growth vertical SaaS business with important KPIs and analytics Led the financing rounds with experience negotiating investment terms A strong network of leading investors in the banking and fintech sectors Led strategic planning and budgeting delivering detailed financial planning and analysis (FP&A experience) Created sophisticated financial policies, procedures, controls and reporting systems that optimize business performance and create financial discipline Capital planning, allocation, tax, audit, account and credit decision making experience Fiduciary Management & Business Partnership : Design, modify and implement financial infrastructure for a 200+ employee company in high-growth mode, spanning various areas such as financial reporting, analysis, budgeting, cashflow, investment priorities and accounting Ownership of financial models for fundraising, showcase Finzly's value and manage investor relationship Drive the budgeting and forecasting process at the global and departmental level that leads to predictability and consistency in forecasting. Develop meaningful monthly and annual financial reporting to key stakeholders Create meaningful KPIs and a review cadence at the organizational and departmental level to optimize financial performance Lead investor relations and deliver critical financial and operating performance reporting to our investors, Board of Directors and senior leadership team Be knowledgeable about operating in a regulated environment. Responsible for protecting assets by establishing, monitoring, and enforcing compliance on all internal controls, systems and related finance data assets Analytics : Serve as a key member of the senior leadership team, providing financial advice, counsel, and decision-making support Lead data mining efforts to uncover valuable business insights and help operational leaders leverage this information for better decision-making Implement financial incentives and metrics that align with business performance goals Leverage background, research and benchmarks to identify opportunities in the marketplace Champion data visualization as a core discipline within the organization Value Creation: Contribute to the development and evolution of Finzly's three-year strategic plan and establish the management scorecard for the senior leadership team Partner to build and develop the broader finance team into a world-class organization focused on performance and career growth Maximize return and minimize risk on cash through effective capital allocation and management Essential Qualifications and Skills: 10+ years of experience in a finance leadership role with an excellent understanding of business metrics and processes in enterprise software / B2B SaaS Proven experience in building teams and organizations in dynamic / high-growth environments Start-up, Investment Banking, Venture and/or PE experience a plus Strong knowledge of corporate finance and accounting theory, principles, and practices to include GAAP, SaaS accounting, revenue recognition, financial systems, working capital and financial modeling Understanding of current best practices in “Revenue Operations” in B2B SaaS Demonstrated success operationalizing financial best practices through systems, policy and process M&A experience is a plus BS in finance/related; MBA and/or CPA preferred Location: Position is based in Charlotte, NC The candidate must be either local or willing to relocate to Charlotte. What We Offer: Full Benefits Package - medical, dental, and vision coverage with HSA option Healthcare FSA and Dependent Care FSA Company-paid Life Insurance Company-paid Long-Term Disability Paid Holidays and generous Paid-Time Off Stock Options Retirement Savings Plan Short Term Disability, Critical Illness, and Accident Insurance Wellness Programs including Employee Assistance Program #J-18808-Ljbffr

JAARS is actively seeking a Vice President of Finance / Chief Financial Officer who will bring professional financial experience, along with a heart for missions and serving, to lead in a time of growth and opportunity. We bring a 77+ year history of global mission aviation ministry with a deep commitment to see people's lives transformed as they hear the gospel of Jesus Christ and experience God's Word in their own languages. This role combines professional financial expertise with a deep commitment to Christian service and stewardship, as this individual will oversee and lead all financial functions of the organization, ensuring integrity, transparency, and alignment with JAARS' mission and values. The CFO will play a critical role in the strategic leadership of the organization by overseeing financial operations, planning, and risk management, and guiding fiscal policy and sustainability. Spiritual Maturity and Personal Character: The CFO must have an active and growing relationship with Jesus Christ that includes a faithful, personal walk with the Lord, membership and involvement in a local evangelical church where the scriptures are faithfully proclaimed, the ability to encourage others in their spiritual growth, and a commitment to handling all their personal relationship (both personal and professional) in a Biblical and godly manner. Embrace the vision, mission, and core values of JAARS Position Responsibilities Collaborate with other members of the Senior Leadership Team (SLT) to track progress of the organization's objectives. Provides financial strategic input, and leadership on issues affecting the organization Maximize JAARS' financial resources by implementing best practices and improvement plans Ensure the organization conducts its business in compliance with IRS and other applicable laws and regulations, by providing advice, training, and risk assessment Supervise the annual audit, 990 filing, inquiries, and related remediation Development, adjust, and oversee the annual review of the operations budget Provide leadership and direction to the finance team by maintaining an environment of respect, accountability, motivation, and professional growth Communicate with a diverse group of stakeholders as an executive leader Ensure the financial activities of JAARS, a 501(c)(3) international non-profit, maintain compliance with board policies, GAAP and FASB standards, Treasury, IRS, state, ECFA, cross-border regulations and financial policies, and other applicable requirements Ensure financial operations embrace best practices in all areas, and lead improvement initiatives as needed Lead and oversee the financial aspects of strategic and operational planning, as well as ongoing operations, by ensuring the board, leaders, and managers have clear, accurate, and timely financial information relevant to their responsibilities, while understanding and striking the right balance between financial control and operational trust and empowerment Provide executive sponsorship and leadership of our NetSuite ERP implementation, ensuring operational effectiveness across JAARS, and stewarding the necessary future enhancements Ensure JAARS maintains adequate insurance coverage against theft, casualty, and liability losses Coordinate the external audit and engage with the SIL Audit Committee in the audit process and collaborative improvement Other duties as directed by the President Position Requirements Thorough understanding of organizational financial budgeting, planning, analysis, forecasting, risk management, policies, audit, compliance, and team management Demonstrated skills in strategic planning and prioritization to focus organizational direction and the use of resources Financial management expertise with oversight of a substantial budget Five Years of experience working with non-profit organization(s). CFO-level experience is desirable but not required Demonstrated ability to lead and oversee the financial domain of a non-profit organization, ideally with an international focus Demonstrated ability to lead the ongoing enhancements of a cloud-based ERP system, including digital transformation across organizational domains; Experience with NetSuite is highly desirable Proven written and oral communication skills in English Ability to train other leaders in financial principles and practices Detail-oriented understanding of financial activities and processes, and the ability to synthesize high-level strategy into effective operational execution Demonstrated ability to learn and develop personally, as well as helping a team learn and grow A bachelor's degree is required, ideally in finance or accounting, though demonstrated experience in non-profit financial operations is acceptable; a Certified Public Accountant license is desired but may be waived based on previous experience Travel requirements are limited, though national and international travel are possible JAARS is a 501(c)(3) non-profit Christian ministry located on a beautiful, 630-acre campus south of Charlotte, North Carolina. At our campus headquarters, we have a private airport with public access, full maintenance facility, office and training space for JAARS staff and close partners, and nearly 100 housing units. #J-18808-Ljbffr

The Chief Financial Officer (CFO) will serve as a key member of the executive leadership team, responsible for all aspects of financial strategy, planning, reporting, and compliance. This role will oversee financial operations, drive financial performance, and contribute to strategic decision-making to ensure the company portfolio's continued success and scalability. Key Responsibilities: Lead the development and execution of the company's financial strategy in alignment with overall business goals. Manage all aspects of financial planning, budgeting, forecasting, analysis, and reporting. Ensure compliance with all financial regulations, accounting standards, and tax requirements. Oversee the preparation of monthly, quarterly, and annual financial statements. Provide strategic recommendations to the CEO and executive team based on financial analysis and projections. Manage internal controls, risk management processes, and cash flow strategies. Lead capital planning and fundraising efforts, including relationships with investors, lenders, and other financial institutions. Collaborate with department leaders to drive financial discipline and operational efficiency across the organization. Oversee accounting, finance, treasury, tax, audit, and investor relations functions. Evaluate and manage financial performance metrics, KPIs, and benchmarks. Mentor and develop the finance and accounting team to support organizational growth. Qualifications: CPA (Certified Public Accountant) is required. Bachelor's degree in Accounting, Finance, or related field. MBA or equivalent advanced degree preferred. Minimum of 10 years of progressive financial leadership experience, including at least 5 years in a senior financial management role (CFO, VP of Finance, or equivalent). Proven track record in financial strategy, capital management, and operational finance. Strong understanding of GAAP, financial reporting, compliance, and regulatory requirements. Experience in M&A, high-growth companies, manufacturing, or engineering-related industries is a plus. Excellent leadership, communication, and interpersonal skills.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

We are seeking a strategic and results-driven Chief Operating Officer (COO) to lead the operational and growth strategy for a multi-location, service-based organization. This executive role is responsible for driving organizational performance, ensuring operational excellence, and aligning regional operations with the company's long-term vision. The ideal candidate will have a proven track record of scaling businesses, optimizing processes, and building high-performing teams across multiple sites. This role requires strong leadership, financial acumen, and the ability to execute strategic initiatives that enhance efficiency, profitability, and customer satisfaction. As a key member of the executive leadership team, the COO will oversee all operational functions, partner closely with senior leaders, and ensure that each location consistently delivers exceptional service while meeting performance goals. What You'll Do: Multi-Location Operational Leadership Direct day-to-day operations across multiple branches, ensuring consistency in service delivery and operational standards. Be present in the field-partner with branch leaders and service teams to solve challenges and improve workflows. Implement best practices and standardized processes to drive efficiency and profitability across all locations. Monitor KPIs and performance metrics for each branch, making data-driven decisions to optimize results. Strategic Growth & Expansion Execute short- and long-term growth strategies, including opening new locations and expanding service offerings. Align regional operations with company-wide goals and executive priorities. Sales & Customer Engagement Develop and lead a sales strategy that drives revenue growth across all branches. Support sales teams in building strong client relationships and resolving high-priority service issues. Team Development & Culture Build and mentor high-performing teams at every level-branch managers, field technicians, and support staff. Foster a collaborative, safety-first culture grounded in accountability and transparency. Lead workforce planning, hiring, and leadership development initiatives. Financial Oversight Manage budgets, expense controls, and full P&L responsibility for all locations. Negotiate vendor agreements and contracts to ensure cost efficiency and quality. What We're Looking For Bachelor's degree in Business, Construction Management, or related field. 8+ years of operational leadership with P&L responsibility, preferably in multi-location, service-based industries. Experience in construction, service-based company, or field services strongly preferred. Proven ability to scale operations, standardize processes, and lead teams across multiple sites. Strong financial acumen and familiarity with job costing and project lifecycles. Additional Details Travel up to 35% across regional locations (primarily day trips). Some on-call availability during evenings/weekends for emergency events.

In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity-not just answers-in all areas of business. We value the diverse backgrounds and perspectives that enable us to think globally. As part One team, One Kroll, you'll contribute to a supportive and collaborative work environment that empowers you to excel. Duff & Phelps, a Kroll business, M&A Advisory service line is a leading middle-market M&A advisor. We advise public corporations, financial sponsors, family-owned businesses and other private companies in middle-market buy‑side and sell‑side M&A transactions globally, with regional teams situated in U.S., Canada, UK, Germany, Ireland, France, China, Brazil and India. Duff & Phelps, a Kroll business, has extensive experience in buy‑side and sell‑side engagements, capital raising, transaction advisory services and financialsponsor coverage. Job can be located in the following locations: New York, Boston, Washington DC, Charlotte, Nashville, Chicago, Minneapolis, Dallas, Houston, Los Angeles, San Francisco, Palo Alto or Seattle At Kroll, your work will help deliver clarity to our clients' most complex governance, risk and transparency challenges. Apply now to join One team, One Kroll. Responsibilities: We have developed our expertise through extensive work in sell‑side, buy‑side and divestiture assignments on behalf of portfolio companies of private equity funds, closely held businesses and publicly traded companies. Work on a variety of transactions in all stages, from initial client pitches to transaction closings Communicates regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision‑makers in corporate finance transactions Ability to market services both to internal partners and external clients, develop client networks, and support efforts in developing and executing sales and marketing strategies Ensure quality of client deliverables by having a strong attention to detail Mentor and develop Staff, Vice Presidents and Directors Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit Requirements: Minimum 10 years' experience at a middle market, reputable boutique or regional investment bank serving the middle market with demonstrable M&A execution experience. Bachelor's, Master's or MBA degree Preferred sector experience within the following preferred: Technology, Industrials, Consumer, Healthcare, ADG and Business Services Ability to generate new business through the cultivation of existing relationships as well as the development of new relationships by various efforts including cold calling. Ability to cross‑sell other firm services within Corporate Finance and our other business units of GRA, Cyber, VAS and Kroll Business Services. Ability to make effective decisions by analyzing information and considering priorities Proficient in MS Office, including Excel, Word, and PowerPoint Demonstrated experience with managing of day to day aspects of client relationships and projects Demonstrated record of leadership and effective management in matrixed organizations Excellent written and verbal communication skills that help represent diverse communities Experience working with diverse teams In order to be considered for a position, you must formally apply via careers.kroll.com. Kroll is committed to creating an inclusive work environment. We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability. Job Info Job Identification 21004307 Job Category M&A / Corporate Finance Posting Date 11/23/2021, 08:55 PM Job Schedule Full time Locations United States Chicago, IL, United States New York, NY, United States Boston, MA, United States Washington, DC, United States Nashville, TN, United States Dallas, TX, United States Houston, TX, United States Los Angeles, CA, United States San Francisco, CA, United States East Palo Alto, CA, United States Minneapolis, MN, United States Seattle, WA, United States #J-18808-Ljbffr

Salt Creek Capital is seeking an experienced operating executive to join the firm as an Executive Partner. The executive is expected to work with the firm to evaluate acquisition opportunities of companies which they would oversee as President & CEO post-close. As CEO, the executive will be required to manage the full P&L, develop the growth strategy, and provide operational management. CEOs of companies acquired by SCC serve as the most senior business executive at the company, and report to & participate on the Company's board of directors. Qualifications: At least 10 years of senior management experience; prior successful P&L management and/or President or GM experience required Desire to participate as a business partner and ability to balance fiduciary responsibilities to numerous disparate stakeholders Proven experience, ability, and desire to manage a business with focus on generating strong free cash flow / EBITDA Entrepreneurial thinker with an appetite to take on a high level of responsibility commensurate with anticipated rewards Proven ability to manage all aspects of a company Demonstrated ability to increase profitability through proactive business development efforts Excellent professional references and high integrity For more information about the Executive Partnership Program and to apply, please visit ********************************

SCI, the leader in Real Estate Executive Search, has been retained to recruit a Vice President of Capital Markets on behalf of a vertically integrated investment, development, and construction firm focused on multifamily housing across the Southeastern United States. The Vice President of Capital Markets will lead all day-to-day and strategic sales and marketing efforts of the company's development pipeline to joint venture equity partners, driving capital formation through long-term relationship building and disciplined execution. Key Responsibilities Proactively originate and cultivate relationships across joint venture equity channels, including opportunity funds, single-family offices, private equity funds, and general asset managers. Establish and maintain regular engagement between senior leadership and key investment decision-makers. Serve as the primary relationship manager for JV equity partners, sharing pipeline visibility, market insights, construction cost trends, and other actionable intelligence. Strategically plan and manage the firm's presence at industry conferences, including advance meeting coordination and preparation of marketing materials. Oversee the creation of project-specific equity marketing materials and manage investor outreach through term sheet execution. Maintain ownership of CRM data to ensure accuracy, consistency, and actionable investor intelligence. Conduct regular in-person meetings with current and prospective investors to deepen relationships and support long-term partnerships. Experience & Qualifications 10+ years of real estate capital markets experience, with a focus on joint venture equity. Proven track record of raising equity for project-specific real estate joint ventures. Established relationships with institutional and private JV equity providers. Deep understanding of national equity sourcing and solicitation processes. Strong communication, negotiation, and leadership skills. Bachelor's degree required; MBA or advanced degree preferred.

VP of FP&A responsible for building the FP&A function from the ground up for a fast growing healthcare services company. This is a hands-on role partnering closely with the CFO, Controller, executive leadership, and PE sponsor. Key Responsibilities Own budgeting, forecasting, and long-range planning Build and maintain 13-week cash flow forecasts Develop KPI dashboards and executive / board reporting Support close process improvements and financial controls Partner with Accounting and Operations across a multi-entity platform Lead and scale a small FP&A team (initially 1-2 direct reports) Ideal Candidate 10+ years of FP&A / finance experience Healthcare services experience strongly preferred Experience in PE-backed, high-growth, or build-stage environments Proven ability to build FP&A processes from scratch Hands-on cash flow forecasting and KPI development experience Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vice President, Indirect Sourcing Reports to: Chief Procurement Officer, Ingersoll Rand Ingersoll Rand is building a world-class, digitally-enabled procurement organization that transforms how the enterprise buys, spends, and partners with suppliers. The Vice President of Indirect Sourcing will be the global executive leader driving strategy, performance, and innovation across all indirect spend categories-Professional Services, Facilities & MRO, IT & Digital, HR & Talent, Logistics, Travel, Corporate Services, and more. This senior leader will architect and execute the long-term vision for indirect sourcing, build and lead a global team of strategic sourcing managers, enable next-generation category management, and deliver measurable value across cost, cash, risk, ESG, supplier innovation, and operational productivity. A forward-looking mindset, deep procurement leadership experience, and strong technology orientation (AI, GenAI, analytics, S2P platforms) are essential. Key Responsibilities 1. Set the Global Indirect Sourcing Vision Define the multi-year strategy for indirect sourcing, aligned with enterprise growth, operational priorities, and IR's procurement transformation roadmap. Establish a modern, scalable category-management model that leverages analytics, automation, and AI. 2. Lead & Scale a High-Performing Global Team Build, mentor, and develop a global team of Strategic Sourcing Managers and Category Leaders across regions. Create a culture of innovation, accountability, continuous improvement, and business partnership. Ensure team capabilities evolve in alignment with future-state digital procurement skills: data fluency, AI-enabled sourcing, market intelligence, supplier innovation management. 3. Drive Enterprise-Level Value Delivery Lead the enterprise pipeline of indirect sourcing initiatives-cost reduction, process efficiency, working-capital improvement, and risk mitigation. Build business cases and partner with Finance, Operations, HR, and IT to ensure initiatives are executed and deliver measurable outcomes. Create clear governance, reporting, and savings/benefits validation standards. 4. Advance Digital Procurement & AI Adoption Champion the use of advanced S2P technology, digital intake, supplier-360 platforms, AI-driven sourcing, market intelligence systems, and GenAI-assisted workflows. Embed AI into every stage of sourcing: opportunity detection, data analysis, RFx design, bid evaluation, scenario modeling, contract drafting, and supplier risk assessments. Partner with the CPO, Head of Procurement Excellence, IT/Digital, and external technology providers to scale new capabilities globally. 5. Optimize Global Indirect Spend & Category Strategy Oversee all major indirect categories' strategies, ensuring alignment with business needs, total cost of ownership (TCO), ESG/sustainability goals, and innovation roadmaps. Coordinate regional and site-level strategies into a unified global framework to eliminate duplication, reduce fragmentation, and increase buying power. Build strategic supplier partnerships, drive innovation forums, and structure long-term supplier agreements. 6. Strengthen Risk, Compliance & Supplier Governance Establish global supplier performance management, including SLAs, KPIs, scorecards, quarterly business reviews, and escalation paths. Proactively manage supplier risk (operational, financial, cybersecurity, geopolitical). Ensure contract quality, adherence to standards, and alignment with IR's compliance policies. 7. Executive Stakeholder Influence Act as the senior enterprise leader for all indirect spend - advising the C-suite, BU Presidents, CFO/Treasury, COO, CIO, HR, and Legal. Translate sourcing strategy into business outcomes, ensuring alignment of priorities and decision-making across corporate functions. Represent Procurement in enterprise reviews, steering committees, and global transformation forums. Qualifications Experience & Leadership 15+ years of progressive procurement leadership experience in global organizations. Deep expertise in indirect categories and category-management strategy. Strong experience leading and developing global teams across multiple regions. Proven track record delivering large-scale cost/value programs at enterprise level. Executive presence with strong influencing, partnering, and storytelling skills. Digital, AI & Analytics Skills Strong command of digital procurement tools, spend analytics, supplier-360 platforms, and S2P technologies. Demonstrated experience integrating AI/GenAI into sourcing, analytics, or supplier management. Data-driven decision-maker with comfort using advanced analytics, scenario modeling, and forecasting tools. Business & Strategic Acumen Experience in complex, global industrial or manufacturing organizations preferred. Strong understanding of financial levers (TCO, payment terms, working capital, demand management). Ability to operate at both strategic and operational levels, balancing long-term vision with hands-on execution when needed. Why This Role Is Exciting You will architect and scale IR's next-generation indirect sourcing engine. You'll lead a global team that touches every function of the company and impacts enterprise performance across cost, cash, risk, and ESG. You'll be an early leader deploying AI-enabled sourcing & digital procurement capabilities across a multi-billion-dollar global business. You will work directly with the CPO on strategic decisions, technology investments, org design, and long-term transformation. This is a high-visibility role with significant influence on how IR operates and grows.

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.

As a Director of Sales within Honeywell Building Management Systems, you will develop targeted sales strategies, manage end-to-end sales operations, and collaborate with cross-functional teams to deliver tailored solutions that meet the unique needs of Phoenix Controls customers. Phoenix Controls, a key part of Honeywell Building Automation, is a global leader in precision airflow control solutions designed for critical environments such as laboratories, healthcare facilities, and cleanrooms. The product portfolio includes advanced airflow control valves, monitoring systems, and integrated solutions that ensure safety, energy efficiency, and compliance with stringent industry standards. Strategic priorities for Phoenix Controls include driving innovation in airflow management, enhancing regulatory compliance, and strengthening customer relationships in life sciences, pharmaceutical, and healthcare markets. In this role, your impact on the company will be significant. By effectively leading and managing a team of sales representatives, you will drive revenue growth, contribute to the company's financial success, and strengthen customer relationships. Your ability to develop and implement sales strategies and provide strategic insights will position Honeywell as a leader in the industry and drive the company's growth and competitiveness in the market. **KEY RESPONSIBILITIES** - Lead and manage a team of sales representatives, providing guidance, coaching, and support to achieve sales targets. - Develop and implement sales strategies and plans to drive revenue growth and meet or exceed sales quotas. - Build and maintain strong relationships with key customers, understand their needs and providing appropriate solutions. - Analyze market trends and competitor activities to identify new business opportunities and drive continuous improvement. - Collaborate with cross-functional teams to ensure seamless customer onboarding, order processing, and support. - Provide strategic insights and recommendations to senior management to drive business growth and market leadership. **YOU MUST HAVE** - 10 years of experience in sales - At least 5 years of experience managing teams or in a leadership/managerial role Experience in building automation, building management systems (BMS), valve actuators, or HVAC controls. - Proven track record of achieving sales targets and driving revenue growth. - Excellent communication, negotiation, and problem-solving abilities. - Ability to build and maintain strong relationships with customers and internal stakeholders. **WE VALUE** - Bachelor's degree in business administration, Marketing, or a related field. - Strong background in sales management, especially in niche or technical sales environments. - Pharmaceuticals & Hospitals experience. - Ability to lead and motivate a team to achieve sales targets. - Continuous learning and adaptability. The annual base salary range for this position is . Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations. This position is incentive plan eligible. In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: Benefits at Honeywell (******************************** The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

Description & Requirements Maximus is currently seeking a Director, Finance & Accounting. In this role, you will be responsible for performing and providing financial oversight to the business. . Essential Duties and Responsibilities: - Prepare financial budgeting, forecasting and reporting on a monthly, quarterly, and annual basis, while performing variance analysis between forecast and actual. - Ensure effectiveness of accuracy and timeliness of forecasting, reporting, accruals, and other financial related processes and systems on a weekly and monthly basis. - Provide direct financial leadership and support for assessing service allocation rates, composition of cost pools for new allocations. - Work with group and project finance teams to develop, administer, and implement process improvements and methodologies and cost allocation expectations. Job-Specific Essential Duties and Responsibilities: - Lead a team of financial professionals to develop and implement a financial strategy that is effective, consistent and aligns with the organization's overall financial strategy. - Responsible for oversight and maintenance of project financial records and forecasts. - Provide strategic pricing leadership to support a new business area. - Participate in all internal and external audits. - Oversee the monthly and quarterly financial close process for assigned businesses. - Coordinates with Project Management to develop operational productivity analysis and tracking of metrics to identify where cost efficiencies can be achieved. - Reviews contract modifications, maintain financial contract files and prepares reports, documentation and presentations as appropriate. - Ensure client invoices are compliant with MAXIMUS policy and client requirement to ensure projects are billed accurately and timely. - Manages Direct Sales Outstanding by expediting collections and keeping unbilled as low as possible. - Ensure compliance with applicable policies and procedures as well as US GAAP, FAR, CAS and statutory regulations, acting as a champion of the company policy and procedures. - Provide monthly, quarterly and annual forecasting for financial and business planning with Project Management and Division finance and works closely to track performance and provides timely variance and Risk and Opportunity analysis. - Prepares routine and ad-hoc financial reports and analysis using MAXIMUS proprietary tools, Enterprise solutions, CostPoint, Cognos Reporting, and Excel - Lead cooperative effort among members of a team. - Provides ongoing supervision too assigned staff. - Responsible for identifying and resolving issues, problems and concerns. - Receives assignments in the form of objectives and determines how to use resources to meet schedules and recommends changes to policies and establishes procedures. - Interacts with different levels of external and internal customers. - Ensures the confidentiality and security of all corporate information. - Other duties as assigned. Minimum Requirements - Bachelor's degree in related field required. - 10-12 years of relevant professional experience required. Job-Specific Minimum Requirements: - Bachelor's degree in accounting or finance from an accredited college or university or equivalent experience in lieu of degree. Master's Degree preferred. - Due to customer requirements, United States Citizenship is required. - The ability to obtain or maintain a government issued security clearance is required. -10+ years of relevant professional experience required. - At least 5 years of experience in project accounting, financial control/management or similar discipline. - 2-3 years management experience required. - Must have DoD financial experience. - Must have strategic pricing experience. - Ability to coach, develop and mentor team members. - Proficient in Microsoft Office (strong Word and Excel skills). - Excellent organizational, interpersonal, verbal, and written communication skills, ability to perform quantitative and qualitative analyses of existing business processes. - Ability to perform comfortably in a fast-paced, deadline-oriented work environment. - Ability to work under standards-based performance measures. - Ability to successfully execute many complex tasks simultaneously. - Ability to work as a team member, as well as independently. - Ability to be a self-starter. #techjobs #LI-PN1 #max ITFin #veterans Page #LI-Remote EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances. Accommodations Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************. Minimum Salary $ 145,000.00 Maximum Salary $ 160,000.00

Who You'll Work With In our Salesforce business, we help our clients bring the most impactful customer experiences to life and we do that in a way that makes our clients the hero of their transformation story. We are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways. Our team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. As the 3rd largest Salesforce partner globally and in North America, we are committed to growing and developing our Salesforce talent, offering continued growth opportunities, and exposing our people to meaningful work that aligns to their personal and professional goals. Job Title: Director, Financial Services Cloud - Salesforce As a Director in our Global Salesforce Financial Services Cloud capability practice, you'll lead and drive sales pursuits, expand our Financial Services Cloud and Financial Services footprint through exceptional client delivery, and develop and cultivate client relationships within the Financial Services industry, and its sub verticals. This is an exciting opportunity for a results-driven leader with client management, sales, and client delivery experience working with financial services customers. This role requires deep industry expertise and the ability to interface with senior level client executives. With this deep expertise comes the ability to help clients think strategically about their investments in the Salesforce platform and the required services to implement. The ideal candidate has experience leading and driving complex Financial Services Cloud pursuits and has a passion for both sales and delivery. In this role, you will focus on supporting sales pursuits, providing subject matter leadership, client management, client delivery, and leading the Salesforce account strategy in partnership with regional market leadership for an account and/or set of accounts. Responsibilities: Support sales pursuits; serve as a global leader that encourages Pursuit Excellence throughout the deal cycle. * Supports sales pursuits and sales process in partnership with local market leadership and global industry and capability leaders * Proactively engages capability leadership; partners with go to market leaders, regional leaders to help solution the engagement approach and scope for our clients * Determines sales strategy inclusive of win themes in partnership with regional market sales leadership * Manage an overall team utilization target of 76% * Supports development of proposal and statement of work * Drives decision making on deal structure in partnership with sales solution leads * Ensures deal due diligence (staffing, financials, legal, risk management, contract approval gates) * Work closely with Slalom's Talent Acquisition team to attract the best Salesforce talent in the market * Identifies pursuit close plans, identifies blockers and risks, and escalates any issues impacting pursuit progress * Actively participates in driving pursuits to closure and supports contracting process in partnership with regional and local sales leadership Business development: Focuses on increasing our Financial Services Cloud footprint across Banking, Insurance and Wealth and Asset Management accounts * Responsible for $15-20M+ annually within the Financial Services Cloud Capability * Proactively thinks beyond the project and product to continue to expand our engagements with our clients * Serves as a bridge between pursuit and delivery teams; focuses on identifying opportunities to expand our footprint on accounts to bring more to our customers in partnership with Salesforce and other capabilities * Leverages relationships across the ecosystem to nurture leads, opportunities, and existing partnerships Client Engagement Management: Builds and cultivates relationships with senior clients (project sponsor, director level and above) * Shares industry and product thought leadership in partnership with Slalom Industry and Salesforce Industry Capability leadership * Identifies opportunities for Slalom to continue to help our clients achieve business objectives * Partners with in-market Accountable Executives and Client Partners to ensure customer success and satisfaction, using Slalom's "Customer Love" survey criteria Delivery & Delivery Excellence: Exceptional client delivery; responsible for ≥60% individual utilization delivering industry specific solutions and offerings * Engages as part of client project teams ranging from 2-15+ consultants, and brings industry perspective and expertise to the overall project engagement * Keeps a pulse on industry trends through client engagement and delivery and provides feedback and insights to industry leadership to inform our solution program * Provides oversight and project delivery governance best practices, and oversees project delivery quality Industry & Platform Expertise: * 10+ years' experience in the Financial Services industry * 10+ years' consulting experience * 3+ years' leading Financial Services Cloud programs * Maintains awareness of industry best practices (working with Industry leaders) * Broad understanding of Salesforce and the Financial Services ecosystem and offerings (working with Capability leaders) Qualifications: * Minimum 3-5 years of account/delivery management experience * Experience working with banking customers and experience in a large consulting environment * 3-5 years' experience selling and delivering within the Salesforce Financial Services ecosystem * Previous sales and consulting experience, as well as experience working in an account leadership and/or customer success role * Prior experience meeting and exceeding sales targets of a similar size * Skilled at leading teams through complex technology solution sales * Passionate about financial services, and technology * Proven track record in selling through exceptional client delivery * Experienced in building relationships with customers (director level and above) * Able to partner with clients to understand their organizational needs and recommend solutions that add value to their business * Strong customer service and interpersonal skills * Budget and project management experience * Excellent verbal and written communication skills * Able to travel up to 30% About Us Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this role, we are hiring at the following levels and targeted base pay salary ranges: East Bay, San Francisco, Silicon Valley: Director: $249,000-$307,000 San Diego, Los Angeles, Orange County, Seattle, Boston, Houston, New Jersey, New York City, Washington DC, Westchester: Director: $228,000-$281,000 All other locations: Director: $209,000-$258,000 In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. We will accept applicants until January 30, 2026, or until the position is filled. We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: ********************. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.

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. For those living in California or applying to a position in California, please click here for additional information. 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.

Compensation: To $140K. Job Overview - Financial Controller - JO# 33989 Our client, a privately held financial services firm, is seeking a Controller to join its leadership team. This role reports directly to the CFO and plays a critical role in overseeing GAAP accounting, financial reporting, audit coordination, and reconciliation activities across multiple entities. The Controller will lead and scale the accounting function while supporting a fast-paced, transaction-driven business operating in the wholesale financial markets Job Responsibilities * Oversee day-to-day accounting operations, including general ledger management, journal entries, and account reconciliations * Support an international footprint with local teams handling regulatory filings; this role focuses on financial reporting and oversight * Lead monthly and annual close processes and prepare GAAP financial statements across the U.S. parent and international entities * Manage consolidation and intercompany accounting for multiple subsidiaries, including offshore entities * Supervise and develop the accounting and reconciliation teams, with responsibility for future team expansion * Partner with external auditors to manage interim and annual audits and support required documentation * Oversee trade and accounting reconciliation activities in a brokerage-style environment * Establish, maintain, and enhance accounting policies, procedures, and internal controls * Support financial reporting provided to compliance and regulatory stakeholders within KYC and AML environments * Drive process improvements, systems optimization, and accounting function scalability * Play a key role in ERP utilization and enhancements (NetSuite) Requirements * Bachelor's degree in Accounting * CPA strongly preferred * Background in public accounting and/or industry accounting leadership * Experience with GAAP accounting, financial reporting, and audit management * Prior exposure to financial services, trading, or brokerage-style environments preferred but not required * Experience leading and growing accounting teams * Advanced Excel skills and ERP experience (NetSuite preferred) * Ability to thrive in a fast-paced, deadline-driven environment * Strong leadership presence with a long-term mindset and commitment to the organization Additional Job Details Workplace Policy: #li-Hybrid Seniority Level: Mid-Senior Level Linked In Poster: #LI-AF1 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.

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

General Definition of Work Performs intermediate skilled administrative support work maintaining a variety of financial records, reports and documents, preparing required or requested fiscal reports, receiving, processing and receipting incoming monies, processing purchase requisitions, keeping accurate records of budget activity, verifying payroll records, securing substitute teachers, and related work as apparent or assigned. Work is performed under the limited supervision of the Principal. Qualification Requirements Combination of education and experience equivalent to graduation from a two year or community college with coursework in finance, business or accounting. PC skills required. Experience with Microsoft Word and Excel required. Special Requirements Notary Public Knowledge, Skills and Abilities Ability to operate all standard office equipment at a very good level of efficiency. Ability to read and follow rules, procedures, and instructions. Ability to work independently without close supervision. Ability to speak clearly. Good communication skills - written and oral. Ability to understand and follow written and oral directions. Ability to establish and maintain effective working relationships with associates and the general public. Working knowledge of office practices, basic bookkeeping, and basic accounting clerical methods, and ability to compile information based on general instructions. Salary Grade NC08 for this location Reports to Principal Essential Functions Prepares and maintains financial systems and records. Receives, receipts, accounts for, and deposits school funds. Prepares invoices for payment, checks for documentation, charges, discounts and approval. Maintains internal audit policies and procedures. Prepares purchase orders and checks for purchases made by school. Posts receipts and disbursements to school fund accounts. Prepares daily report of funds received and deposited as well as funds disbursed. Reconciles bank statements. Prepares a wide variety of accounting, fiscal, statistical and similar reports. Prepares for and assists with outside audits. Maintains financial records for instructional supply funds for all departments. Purchases supplies and maintains inventory. Prepares purchase orders for payment and verify coding. Prepares, submits, and maintains payroll information. Works with teachers on personnel issues, such as insurance, longevity, annual leave, sick leave, etc. Assists administrators in procurement and assignment of substitutes. Performs general clerical work as required. Performs other related tasks as required. Physical Requirements This work requires the occasional exertion of up to 25 pounds of force. Work regularly requires speaking or hearing, frequently requires standing, walking and sitting and occasionally requires using hands to finger, handle or feel, stooping, kneeling, crouching or crawling, reaching with hands and arms, lifting and repetitive motions. Work has standard vision requirements. Vocal communication is required for expressing or exchanging ideas by means of the spoken word and conveying detailed or important instructions to others accurately, loudly or quickly. Hearing is required to perceive information at normal spoken word levels and to receive detailed information through oral communications and/or to make fine distinctions in sound. Work requires preparing and analyzing written or computer data. Work has no exposure to environmental conditions. Work is generally in a moderately noisy location (e.g. business office, light traffic). Disclaimer The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to this job.