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  • Vice President of Finance

    Inseparable

    Remote Job

    About the company - Inseparable is committed to life-changing progress in mental health and substance use care for all Americans. Our resolve to reshape the public policies that govern mental health care takes us deep into states and communities where we see strong potential for change. This same resolve drives our advocacy for federal policies, funding and leadership. Launched in May 2020, Inseparable has quickly become a driving advocacy force in the mental health field. We are proud of the unique strategic capabilities and teamwork that has led Inseparable to 57 wins in 20 states since 2022. We are advocates for hope and relentlessly focused on four policy areas: youth mental health, access to care, crisis response, and the mental health workforce. About the role - We are looking for a creative, knowledgeable, and passionate Vice President of Finance to be a key strategic leader within the organization, responsible for managing and overseeing all aspects of financial operations. This role requires strong technical expertise in nonprofit financial management, a collaborative approach to leadership, and a commitment to the mission of Inseparable. The VP of Finance will work closely with an accounting firm, the COO and the senior management team to ensure the organization maintains financial stability and transparency, supporting our growth and strategic goals. This role will report to Inseparable's Chief Operating Officer. We will consider remote work for this position. Our organization is deeply committed to creating an inclusive work environment and encourages diverse candidates to apply, including those with lived experience with mental health conditions. The starting salary for this role is $140,000 - $160,000, commensurate with experience. We offer a competitive benefits package including a full suite of health and wellness benefits at no cost to the employee, the opportunity to participate in a 401k plan (with an employer match), and paid time off. Responsibilities Financial Management & Budgeting Lead the annual budgeting process, working closely with CEO and COO to ensure alignment with organizational priorities and financial sustainability. Manage and oversee the external accounting team to ensure accurate and timely financial reporting, including monthly review of income and expenses. Develop and refine financial models to project and track revenue and expenses, identifying opportunities for cost savings and efficiencies. Contract & Grant Oversight Oversee the drafting and execution of contracts, including vendor agreements, grant agreements, and partnership arrangements. Ensure compliance with all financial and legal terms in contracts, grants, and funding agreements, including deadlines. Work with program leads to ensure that grant-related financials are tracked accurately and reported to funders on schedule. Day-to-Day Financial Operations Supervise the day-to-day financial operations and the work of the external accounting firm, including monitoring cash flow, approving payroll, and reviewing corporate card expenditures. Ensure that financial controls and processes are implemented and maintained for accurate, compliant, and efficient operations consistent with organization's accounting manual. Oversee the reconciliation of bank accounts, financial accounts, and credit card statements on a monthly basis. Financial Reporting & Analysis Provide clear and actionable financial reports for leadership, including monthly, quarterly, and annual updates. Prepare detailed financial presentations for CEO and the Board of Directors, ensuring financial performance is understood and decisions are data-driven. Audit & Compliance Support annual audits, ensuring adherence to regulatory and nonprofit financial standards. Ensure compliance with federal, state, and local financial regulations, as well as the organization's internal policies and procedures. Strategic Financial Leadership Partner with senior leadership to align financial resources with the organization's mission and long-term strategy. Advise on financial implications of new projects, initiatives, or funding strategies. Help build a financial strategy that supports long-term sustainability and expansion of the organization's impact. Qualifications - Bachelor's degree in Finance, Accounting, Business Administration, or a related field. CPA or MBA preferred. At least 10 years of experience in finance, with at least 5 years in a senior leadership role, preferably within a nonprofit environment. Required skills Proven experience in budgeting, financial reporting, and grant management. Strong knowledge of nonprofit accounting principles (e.g., GAAP, FASB), tax-exempt organizations, and audit requirements. Exceptional analytical, strategic thinking, and problem-solving skills. Strong organizational and project management skills with a high attention to detail. Ability to thrive in collaborative, fast-paced, and deadline-driven environment. Commitment to the mission and values of mental health advocacy. The above statements are intended to describe the general nature and level of work being performed by the person holding this position. It is not an exhaustive list of all duties and responsibilities. Inseparable reserves the right to amend and change responsibilities to meet organizational needs as necessary. How to apply - Please email *******************, with a copy of your resume and a cover letter. Please include “VP of Finance” in the subject line. The deadline to apply is February 14, 2025. Please include a cover letter if applying directly via LinkedIn. Equal Opportunity Statement - Inseparable is an equal opportunity employer. We recruit qualified candidates without regard to age, disability, marital status, protected veteran status, race or color, national origin, religion, sex, sexual orientation or gender identity or expression, genetic information, or any other characteristic protected by law. Our organization is deeply committed to creating an inclusive work environment and encourages all to apply, including those with lived experience with mental health conditions.
    $140k-160k yearly 1d ago
  • Assistant Controller

    Hamlyn Williams

    Remote Job

    Assistant Controller - Fully Remote Venture Capital Firm | $155,000 - $185,000 plus bonus, equity and carried interest Are you an experienced fund accounting professional looking to step into a high-impact role with a forward-thinking organization? We're partnering with an innovative venture capital firm that has redefined the industry by blending product innovation with data science to create investment opportunities across traditional and crypto funds. As their Assistant Controller, you'll join a dynamic finance team and play a critical role in managing relationships with their Venture Capital team, fund administrators, auditors, and tax preparers. This is a fully remote position offering flexibility while working in a fast-paced, collaborative environment. What You'll Do: Act as the Finance & Ops liaison for the Venture team. Manage the portfolio company valuation process. Oversee the fund administrator, ensuring smooth operations. Assist in preparing and reviewing financial statements and audits. Coordinate with tax advisors on year-end K1s and investor communications. Take ownership of ad hoc tasks and projects that drive success. What We're Looking For: Fund accounting experience, ideally within a Venture Capital or Private Equity environment Strong modeling skills Experience in valuation and a CPA qualification are highly desirable Next Steps? If you're interested, please do click the apply button or send an application direct to *****************************
    $90k-138k yearly est. 3d ago
  • Finance Project Manager (Remote-Hybrid)

    Amerit Consulting 4.0company rating

    Remote Job

    Our client, a Medical Center facility under the aegis of a California Public Ivy university and one of the largest health delivery systems in California, seeks an accomplished Finance Project Manager. *** Candidate must be authorized to work in USA without requiring sponsorship *** *************************************************************** *** Location: Los Angeles, CA 90045 (5767 W Century Blvd Ste 400 Los Angeles, CA 90045) ***Duration: 3+ months contract (possible conversion to permanent.) Job Overview: The Finance Project Manager is responsible for the overall project management function related to the software application needs of the FPG Accounting Team, providing guidance, coordination, and management of the Kaufman Hall application, processes, and functions. The role serves as a conduit for communication between the Controller and the executives who make the strategic decisions for those projects. The FPG Project Manager provides project management functions and administrative support to the Accounting Team. Education: Bachelor's Degree; MBA/Masters Preferred in Accounting, Finance or Business Administration. Required Skills The position requires an extensive knowledge and understanding of generally accepted accounting principles and healthcare accounting. Knowledge of financial analysis is preferable in a healthcare academic and research environment. Knowledge and use of personal computers, computerized spreadsheet programs, and financial modeling. Technical proficiency in budgeting software preferably Kaufman Hall. Knowledge and skills in design and maintenance of financial reporting including balance sheet and profit and loss reports. Ability to effectively manage multiple projects. Ability to accept and carry out oral instructions accurately and work independently as well as a part of a team within a demanding environment Written communication skills to prepare clear and concise correspondence at a level appropriate for the intended audience. Oral communication skills to correspond with various levels of University personnel and ability to deliver oral presentations. Ability to establish and maintain cooperative working relationships with staff within the Finance department, with other office personnel and with outside departments. Ability to work as part of a team, collaborating with colleagues. Skill in prioritizing and performing a variety of duties within a system that has frequently changing assignments, priorities and deadlines. Ability to work independently and follow through on assignments with minimal direction and supervision. Ability to adjust working hours and, if necessary, work overtime to meet the needs of the office and reporting deadlines. ******************************************************************* I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you. Sam Banga Lead Recruiter Company Overview: Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally, as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward. Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.
    $105k-147k yearly est. 2d ago
  • Director, Revenue & Technical Accounting

    Drishticon

    Remote Job

    The Director, Revenue & Technical Accounting is responsible for (i) leading the team in all aspects of technical accounting research and documentation, including focus on revenue recognition, of this fast-paced and growing organization as well as (ii) leading the organization's financial reporting function. This position is also responsible for maintaining and further building-out a strong system of internal controls around areas of responsibility. As the organization continues to grow and increase in complexity, this position will also have a key role in outlining the overall strategy and vision of the technical accounting and financial reporting team, processes and capabilities. This position leads two separate teams - one focused specifically on ASC 606/Revenue Recognition and one focused on other technical accounting matters as well as financial reporting. Essential FunctionsLeads the technical accounting and financial reporting function of the organization, inclusive of revenue recognition and evaluating complex revenue transactions Leads the team in researching, documenting and supporting the organization's more complex accounting decisions and policies Works proactively with Finance and Sales personnel to assist in the assessment of customer arrangements while being able to clearly communicate the GAAP revenue accounting implications associated with the terms of the arrangement with the customer to multiple interested parties Reviews and assesses complex revenue arrangements for appropriate GAAP revenue accounting under ASC 606 and be the first point of contact for ad-hoc questions, as they arise, around revenue recognition from the Field and Finance Prepares and/or reviews documentation of accounting memos to support the Company's material and complex arrangements Leads the team with respect to year-end process around financial statement preparation/presentation, including footnote disclosures Assists with due diligence and purchase accounting associated with acquisitions as needed (outside of income tax matters) Leads the team relative to the annual goodwill impairment assessments as well as assessments for the potential impairment of other long-lived assets Maintains a strong internal controls environment around technical accounting matters and the external reporting processes Leads the effort around the adoption of all relevant new accounting standards Attends Audit Committee meetings as needed and presents on material/complex accounting matters Leads the effort around the updating of the organization's written accounting policies Plays a key role in developing the overall strategy. As the organization grows and increases in complexity, provides vision around the technical accounting and financial reporting function (team structure and capabilities, process around quarterly external reporting, technology decisions, etc.) Assists in the financial statement integration of acquired businesses as they occur Assists with the overall coordination and interactions with the external audit firm Required Qualifications5+ years of hands-on experience in roles of increasing responsibility within the accounting and finance function Bachelor's degree in Accounting Licensed Certified Public Accountant (CPA) Strong knowledge of US GAAP and financial reporting, inclusive of ASC 606 (Revenue Recognition) Current knowledge of the expectations of a strong internal control environment Strong research capabilities Experience with purchase accounting Ability to comprehensively and persuasively document accounting conclusions on complex matters Comfortable operating in a highly dynamic, fast paced and high growth environment with a demonstrated ability to add value to the business Excellent communication, writing, managerial organizational and people skills Proven initiator, innovator and influencer who can drive change, improve processes, and provide sound solutions to complex and routine business issues Collaborative and accessible manager with a successful track record of developing, mentoring and motivating teams Outstanding sense of “teamwork” and working for the greater good; highly skilled but without an ego Prior experience in a fast paced, rapid change environment where priorities change regularly and where steady state is rarely achieved Ability to think and act in a forward-looking manner, including the demonstrated ability to anticipate challenges and opportunities and address them in a proactive, pragmatic, fact-driven manner Prior experience with appropriate use of tools and best practices to capture, analyze, and report financial data and trends in a timely and effective manner Participative, hands on, "roll up the sleeves" management style with a keen attention to thoroughness and details Supervisory Responsibility Yes Travel Yes, as needed The Company's headquarters and the majority of the team members are in Bloomington, MN (a suburb of Minneapolis-St. Paul). However, it is not a requirement for this position to be in the Minneapolis-St. Paul area, although it would be expected that this person travels to the Company's headquarters on a periodic basis when necessary to be with, and oversee, the team. Work Environment Ability to handle multiple priorities and demands in a fast-paced environment. This job can be performed remotely, although periodic trips to the Company's headquarters would be expected, as/when necessary. Physical Environment Physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. Other Duties/Changes This job description is not designed to cover or contain a comprehensive listing of all duties, responsibilities or activities that are required of a team member for this job. Duties, responsibilities and activities may change at any time with or without notice. At any point in time, the essential functions and primary duties associated with this position will be the principal, major or most important duties, responsibilities and activities that the employee is expected to perform as determined and directed by ConvergeOne.
    $86k-130k yearly est. 1d ago
  • Chief Financial Officer

    Pa Clinical Network

    Remote Job

    Title: Chief Financial Executive Officer Status: Full Time Reports To: Chief Executive Officer Description of The Care Centered Collaborative, the PA Clinical Network, and the PACN-ACO The Care Centered Collaborative (CCC), PA Clinical Network (PACN) and the PACN-ACO are subsidiaries of the Pennsylvania Medical Society. The CCC was created in 2016 by the Pennsylvania Medical Society (PAMED) to enable Pennsylvania physicians to lead and thrive as healthcare payment models evolve. The CCC promotes and enables value-based care arrangements and contracting that support and sustain physician-led practices in Pennsylvania with actionable information consistent with the Quadruple Aim. The CCC's tools, resources, and expertise are deployed through the PACN to help Pennsylvania physicians in diverse practice settings achieve the highest levels of patient-centered outcomes regardless of practice size, location, or electronic health record. Position Details This is primarily a work-from-home position; PA location strongly preferred with access to Harrisburg and Mechanicsburg Required in-person meetings in Mechanicsburg, PA. Full-time salaried position Moderate travel will be required including travel outside the state for conferences. Some evening and weekend hours will be required to accommodate physician leadership schedules. Position Description Understanding and managing patients' experience of care, clinical status, and economic outcomes are core to the mission of the PACN. The Chief Financial Officer (CFO) brings strategic vision as well as a tactical, experienced, and hands-on ability to transform clinical and financial data into actionable goals that will benefit PACN patients, participating physicians, and the Pennsylvania Medical Society. The CFO consistently keeps up to date with evolving benchmarks used by payers and buyers to assess value in support of the Network. This individual also brings customer-focused and team-based problem-solving skills to assure the timely and on-budget implementation of any insourced or outsourced projects to assure the success of value-maximizing initiatives across the enterprise. Outstanding communication, trustworthiness, and interpersonal “people skills” are required attributes that will facilitate engagement of stakeholders at all levels inside and outside the organization. Duties and Responsibilities Work with the Chief Executive Officer (CEO) to set and drive the organizational vision and mission, corporate strategy, and hiring needs. Oversee daily company operations, project timelines, business developments, and employee productivity while building a highly inclusive culture to ensure team members thrive. Track progress toward goals of contracts, internal benchmarks, key performance indicators and the fiscal impact. Develop actionable business strategies, objectives, budgets, financial statements, data analyses and plans that ensure alignment with short and long term objectives developed in tandem with the CEO. Optimize business growth and revenue strategy to meet the expectations of the CCC, PACN, buyers, payers, and other stakeholders. Implement financial procedures, organizational policies and programs to drive the company's operating capabilities. Oversee and support Accountant in reporting enterprise financial performance, meeting any audit requirements, assuring accurate contract payment fulfillment, and strategic planning. Produce regular fiscal and corporate dashboard reports to meet the transparency requirements of the corporation and the shareholder parent organization. Oversee statistical analyses and ensure team-based accountability in data analytics. Model the return on investment of existing and potential insurance contracts in Medicaid, Medicare, Commercial, and Administrative Service Plans on a provider, clinic, regional, and product-line basis. Monitor and report monthly and quarterly return on investment of existing insurance contracts on an accrual and realized basis. Supervise Information Technology (IT) Directors and their data entry, imports/exports, storage, back-up integrity, and manipulation. Oversee data security and compliance programs as Security Officer for the CCC and subsidiaries. Advocate, enforce, nd update policies/procedures for information data management. Monitor advancements in the quality and cost of information technology and champion their adoption in support of the PACN and CCC business objectives. Duties unique to the CCC, PACN and PACN-ACO Attend and present as needed to the parent, company, and subsidiary boards of directors, and any of the Pennsylvania Medical Society's constituent organizations. Attend payer-Network operating committee meetings and often serve as the company spokesperson in payer interactions. Maintain deep familiarity with contract terms and serves as first point-of-contract with payers on an ongoing basis to monitor contract success. Staff the PACN Funds Flow and Contracting Committees and support their Chairs. Develop provider payment policies, proposals, and algorithms in collaboration with PACN management and Committee leadership. Coordinate the development of all internal performance metrics and indicators with the Senior Management Team. Qualifications Master's degree or professional licensure designation in a business-related field; strong financial and accounting experience is required. Minimum of five years of insurer, payer, employer, or government experience in healthcare payments, utilization, cost management, actuarial projections, or economics. Management oversight experience over healthcare information systems and information technology vendors is desirable. Significant experience in various healthcare settings is highly desirable. Demonstrated proficiency in various productivity software applications including Microsoft Office. Valid driver's license. Additional skills needed for a successful PACN Chief Financial Officer include: Ability to motivate, organize, and respond to employees of many different areas of expertise Excellent business, finance and budget-planning skills Strong organizational and time-management skills Ability to adapt to changing environments Excellent verbal and written communication skills Excellent interpersonal and relationship-building skills Ability to work as an independent contributor and as part of a team Benefits Salary range commensurate with experience and abilities Generous PTO package Ten (10) holidays per year Comprehensive health benefits Competitive 401k matching program Performance-based bonus plan EEO Statement The PA Medical Society, The CCC and the PACN embrace diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.
    $101k-189k yearly est. 13d ago
  • Control Room - VP

    Deutsche Bank 4.9company rating

    Remote Job

    Job Title Control Room Corporate Title Vice President The Compliance Department protects the Bank by advising on ethical conduct, identifying regulatory solutions, safeguarding integrity and reputation, and promoting, in partnership with the Business, a culture of Compliance. Given the increasing regulatory scrutiny and the need to implement a robust and globally consistent control framework, an effective information barrier within the Firm is a key component to the Department's success. Compliance is now seeking a Vice President within the Control Room function, depending on level of experience. The primary function of the role is to maintain the integrity of the Firm's information barriers. The Control Room is a fast-paced role with exposure to many different businesses and transaction types while requiring a high level of responsibility and attention to detail in a teamwork dependent environment, A successful professional will need to be an accomplished multi-tasker, with ability to think through problems, interact appropriately with business colleagues at all levels, and take ownership of day-to-day tasks and projects on behalf of a team, The position will be based in Jacksonville, FL. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You'll Do Provide Compliance support for the Control Room in the following areas: Maintenance of the Firm's Watch and Restricted List Review and clearance of Research for publication Provide advice and guidance on legal, regulatory and compliance requirements as they relate to information barriers, conflicts of interest, offering rules, trade restrictions, and research Monitor changes in securities regulations and implement or update applicable policies and procedures Will need to be flexible on workday including maintaining access to work email and regular weekend coverage How You'll Lead Ability to make, support, and defend difficult and complex regulatory/compliance decisions in a fast-paced and high-pressured environment Ability to project confidence and professionalism in dealings with senior business personnel Excellent oral and written communication skills Skills You'll Need Bachelor's degree required; JD also considered The successful candidate will have extensive of relevant industry exposure or professional experience Knowledge/background in investment banking products and application to the core Control Room functions, including confidential information, information barrier procedures and controls and insider trading rules Knowledge/experience with financial markets and an array of financial products (including stocks, bonds, equity/credit derivatives) Understanding of basic securities laws relating to research and insider trading rules Skills That Will Help You Excel Analytical, process-oriented mindset Strong attention to detail, coupled with strong problem-solving skills A pro-active, results-oriented approach with strong drive and initiative Well-developed relationship-building skills, networking skills and communication/influencing skills Ability to manage multiple, deadline-oriented tasks in a fast-paced environment while at same time being able to contribute to team day-to-day responsibilities Expectations It is the Bank's expectation that employees hired into this role will work in the Jacksonville, FL office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in Jacksonville is $96,000.000 to $140,850.00. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration. This role is being worked on by an external recruitment team.
    $96k-140.9k yearly 1d ago
  • Accounting Manager & Bookkeeper

    Sky Castle Toys

    Remote Job

    Job Title: Accounting Manager & Bookkeeper Company: Sky Castle Toys About Sky Castle Toys: Sky Castle Toys is a fast-growing toy company based in Seattle, specializing in innovative products for kids & kidults. We are passionate about translating social media trends to innovative and creative play. We're looking for a full-time, detail-oriented and flexible Accounting Manager/Bookkeeper to join our team as we continue to scale. Position Overview: The Bookkeeper/Accountant will play a pivotal role in managing the company's finances, ensuring the accuracy of our accounting operations, and providing financial insights to help guide the company's growth (basically a “Do It All” accounting manager with many hats who is willing to get their hands dirty!). This is a remote position, but the successful candidate must be comfortable working with international partners and managing financial operations across time zones. Hybrid role in the works in coming 12-18 months. Rough job breakout below: · 60% bookkeeping (accounts payable/receivables, posting invoices, employee payroll, royalty/commission reporting) · 10% running monthly financial statements (cash flow, P&L, balance sheet, preparing quarterly & yearly tax records for CPA) · 10% reconciling customer invoices, PO to payments received · 10% banking & communications with Asia, internal sales, weekly calls · 10% miscellaneous tasks common within a fast-growing co (i.e. HR, customer support) Key Responsibilities: QuickBooks Management: Oversee the company's QuickBooks accounting system, ensuring all financial records are accurate and up to date. Revenue Posting & Invoice Processing: Manage posting of revenue and ensure timely payment of invoices. Vendor Coordination: Collaborate with our Hong Kong-based third-party manufacturing service provider to book revenue and issue invoices, ensuring alignment with customer purchase orders (P.O.s) and the actual shipment of products. Cash Flow Analysis: Regularly perform cash flow analyses to ensure the company maintains healthy liquidity for its operations and growth. Financial Reporting: Prepare and present monthly, quarterly, and annual profit and loss (P&L) statements. P&L Forecasting: Develop and update financial forecasts based on sales, operations, and market conditions. Audit and Compliance: Ensure all financial processes are compliant with relevant laws and regulations, including tax filings and external audits when necessary. Ad-Hoc Reporting: Provide financial data and insights to the CEO for strategic decision-making. Required Qualifications: Bachelor's degree in Accounting, Finance, or a related field. Minimum of 5 years of experience in accounting or financial management, with at least 2 years in a similar role. Proficiency in QuickBooks and strong understanding of accounting principles. Experience working with international vendors and managing financial operations across different time zones. Strong analytical skills with the ability to conduct cash flow analysis and financial forecasting. Excellent communication skills, both written and verbal, with the ability to effectively interact with the CEO and other stakeholders. Detail-oriented, highly organized, and able to manage multiple priorities in a fast-paced environment. Self-motivated with a proactive approach to problem-solving. Preferred Qualifications: Experience in the toy or consumer goods offshore manufacturing industry. Familiarity with international trade and invoicing, especially in collaboration with overseas manufacturers. Reports To: CEO & President Compensation and Benefits: Competitive salary based on experience. Flexible work schedule with the option to work remotely. Opportunities for growth within the company as we continue to expand.
    $80k-117k yearly est. 3d ago
  • Senior Accounting Manager

    3 Bridge Networks

    Remote Job

    We are seeking an experienced Senior Accounting Manager to join our dynamic finance team. This role requires strong leadership skills, deep accounting knowledge, and a track record of overseeing accounting operations. The ideal candidate will have a proven ability to manage complex accounting processes, ensure compliance with accounting standards, and collaborate with cross-functional teams to drive financial performance and reporting. Key Responsibilities: Oversee daily accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and month-end close. Prepare and review financial statements, ensuring accuracy and compliance with GAAP (Generally Accepted Accounting Principles). Manage the preparation and coordination of monthly, quarterly, and annual financial reporting. Lead and mentor a team of accountants, providing guidance and development opportunities. Develop, implement, and maintain accounting policies and procedures to ensure efficient operations and compliance. Coordinate internal and external audits, ensuring timely and accurate submission of financial documents. Assist with budgeting, forecasting, and variance analysis to provide insights into financial performance. Support tax filings and ensure compliance with local, state, and federal regulations. Collaborate with other departments, including finance and operations, to improve processes and internal controls. Monitor cash flow, including overseeing accounts payable and accounts receivable functions to maintain liquidity. Provide ad-hoc financial analysis and reporting as needed by senior management. Qualifications: Bachelor's degree in Accounting, Finance, or related field (CPA preferred). Minimum [X] years of accounting experience, with [X] years in a managerial role. Strong knowledge of GAAP, accounting principles, and financial reporting. Excellent leadership and team management skills. Experience with financial software and advanced Excel skills. Strong problem-solving, analytical, and organizational skills. Ability to communicate complex financial information to non-financial stakeholders. High attention to detail and ability to manage multiple tasks and deadlines. Benefits: Competitive salary and benefits package Health, dental, and vision insurance 401(k) plan with company match Generous paid time off (PTO), including vacation, sick leave, and holidays Paid parental leave Flexible work hours and remote work options Professional development and training programs Employee assistance program (EAP) Performance-based bonuses and incentives Wellness program, including gym membership reimbursement Employee referral program Life insurance and disability coverage Company-sponsored social events and team-building activities
    $107k-158k yearly est. 5d ago
  • Strategic Finance (FP&A), Senior Manager | Rapid Growth Post Series B SaaS Start-Up | Remote

    Harmonic Finance Inc. ™ | Certified B Corp

    Remote Job

    Senior Manager, Strategic Finance and FP&A | Rapid-Growth Fintech/ SaaS Start-up | Bay Area Harmonic is delighted to be supporting a fast-growth Fintech business, supporting them with their search for a VP of Finance. They have developed a payment processing platform and software platform which brings significant process improvement to their customers and they are proud to have announced lucrative partnerships with more than 80 Fortune 500 companies With significant Series A investment from a selection of top tier VC funds they have scaled to $30m Revenue. A Series B will be announced in the coming weeks as they begin the next phase of growth towards $100m ARR. This will be underpinned by the scale-up of their Sales function and continued product development which will drive a steep increase in transaction revenue. This role offers a unique opportunity for a dynamic individual who excels in financial modeling, thrives in a fast-paced environment, and is passionate about joining a values-driven organization. The company is filled with ambitious, talented individuals while maintaining the vibrant and collaborative spirit of a start-up. The Role: Reporting to an excellent VP Finance you will support the build out of the FP&A and Strategic Finance function. Taking responsibility for the development of financial modelling, strategic planning and insightful analysis the Strategic Finance (FP&A) Manager will be key in driving improved understanding and performance. You will also support the CFO and VP Finance with fundraising and ad-hoc projects including M&A. Additionally you will have the opportunity to partner with Sales, Operations, Customer Success and Marketing teams to establish KPI's and drive improved decision-making. Responsibilities: Own the development of exceptional financial modelling Support the setup of Forecasting and Budgeting processes (FP&A) Build KPI's and analytics to make sense of complex data and present this to decision makers across the business Work with the VP Finance to produce mid and long term strategic planning Support negotiations and raising of debt capital Support and prepare the business for future VC fundraising Analyze performance identifying areas for growth (product development, margin improvement etc) Support the production of monthly Board Reporting with detailed commentary Business Partner with multiple teams in the business to challenge numbers and bring improved performance Work closely with the Data Analytics team to create dashboards and improve the accuracy of forecasting periodically What We Need: Background in Investment banking, experience working in VC/ PE firms or Corporate Finance/ M&A advisory experience Exceptional financial modelling skills Excellent communication skills High level of commercial acumen What We'd Love to See (Non-Essential): Experience in a VC backed SaaS, Fintech or Edtech start-up Experience scaling from $25m to $50m+ ARR (ideally $100m+) Experience establishing FP&A processes in a VC Backed Tech or Fintech start-up Salary: $150,000 - $180,000 + bonus + equity Location: San Francisco Bay Area (Hybrid) If you are interested about this exceptional opportunity, please connect with Fin on *********************** Feel free to share this remarkable opportunity with your network of friends and contacts who may be interested in shaping the future of the fintech space. At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation.
    $150k-180k yearly 15d ago
  • Finance Manager x 120K - 130K + base + equity x LA / flex

    Vaco 3.2company rating

    Remote Job

    Finance Manager - SaaS - FP&A Manager - Financial Planning and Analysis Manager - KPI - Business Drivers - Analytics - Financial Modeling Are you an experienced Senior Financial Analyst or Manager with tech industry experience? Do you thrive in working in a startup environment and being hands on in FP&A? If so, then please read more about this Finance Manager role that you might be a great fit for! A tech company is looking for a Finance Manager to add to their team. Reporting to the VP Finance, the Finance Manager will be responsible for owning and building out the company's FP&A function. Additionally, the Finance Manager will be responsible for corporate planning, KPIs, and business driver analytics. To be successful in this role, the Finance Manager will need to be a self-starter, strong communication, and be able to work in a fast-paced environment. Does this sound like you or someone you know? If so, then please read the full Finance Manager job description below to see if this could be a great fit for your background! What do you need for this Finance Manager role? * Bachelor's Degree in Finance or related field * 5+ years of finance experience * MUST have tech or SaaS industry experience * Advanced Excel What will you do in this Finance Manager role? * Lead forecasting and annual planning * Analyze key drivers and risk assessment * Spend analysis and expense management * Oversee project management initiatives * KPI tracking and reporting * Create dashboards and metrics * Financial reporting and variance analysis What is in this Finance Manager role for you? * Very hybrid schedule * Tech forward company * Great parental leave policy * Stipends for remote work and wellness programs * Birthday and anniversary celebrations * Fun annual trainings So, if you are an experienced Senior Financial Analyst or Finance Manager with tech experience who can be hands on in your work then we would love to see your resume. Please send it to us so we can reach out to you more about this role!
    $96k-127k yearly est. 6d ago
  • Financial Reporting Accountant

    Ascendo Resources 4.3company rating

    Remote Job

    Financial Reporting Accountant - Job Description Position Overview: We are seeking a detail-oriented and experienced Financial Reporting Accountant to join our dynamic finance team. As a key player in our accounting department, you will be responsible for preparing, analyzing, and maintaining financial statements in compliance with accounting standards. Your expertise will ensure the accuracy and timeliness of financial reporting, enabling the company's leadership to make informed, data-driven decisions. This role requires a deep understanding of accounting principles, strong technical skills, and the ability to communicate complex financial information effectively. Key Responsibilities: Preparation of Financial Statements: Prepare monthly, quarterly, and annual financial statements (balance sheet, income statement, cash flow statement, and equity statement) in compliance with U.S. GAAP or IFRS. Ensure that financial reports are accurate, complete, and submitted within specified timelines, meeting both internal and external reporting requirements. General Ledger Maintenance: Review and reconcile general ledger accounts, ensuring proper allocation of expenses, revenues, and other financial transactions. Perform month-end and year-end closing activities, ensuring that all entries are made accurately and in accordance with accounting policies. Financial Reporting & Analysis: Assist in the preparation of management reports, including variance analysis, key performance indicators (KPIs), and other financial metrics to support decision-making. Provide analysis of financial trends and communicate results to senior management, highlighting key insights and actionable recommendations. Compliance & Audits: Ensure compliance with internal controls, accounting standards, and regulatory requirements for financial reporting. Collaborate with internal and external auditors during audits, providing required documentation and responding to audit inquiries in a timely manner. Financial Systems and Process Improvement: Contribute to the continuous improvement of accounting systems and processes, identifying opportunities for automation and efficiency. Support the integration of new software, tools, and reporting systems to enhance financial reporting capabilities. Tax Reporting Support: Assist with tax-related reporting requirements, including preparation of schedules and documentation for tax filings. Work with tax advisors to ensure that financial records support accurate tax filings and compliance with tax regulations. Cross-Departmental Collaboration: Work closely with other departments (e.g., operations, sales, and budgeting) to ensure the accuracy of financial data and alignment with business goals. Provide financial guidance to departments regarding their budgeting, forecasting, and expenditure reports. Ad-hoc Reporting and Special Projects: Prepare ad-hoc financial reports and analyses as requested by management. Participate in special finance projects, including mergers and acquisitions, financial restructuring, and other business initiatives. Required Skills & Qualifications: Bachelor's degree in Accounting, Finance, or a related field (CPA or equivalent certification preferred). 3+ years of experience in financial reporting, accounting, or auditing, with a strong understanding of U.S. GAAP or IFRS. Proficiency in accounting software (e.g., SAP, Oracle, NetSuite) and advanced knowledge of Microsoft Excel for financial analysis. Strong understanding of financial statement preparation, general ledger processes, and financial analysis. Excellent attention to detail with a focus on accuracy and timeliness in delivering financial reports. Strong organizational and time management skills, with the ability to manage multiple priorities in a fast-paced environment. Excellent communication skills, both written and verbal, with the ability to present financial data to non-financial stakeholders. Ability to work independently as well as in a team, with a proactive and solution-oriented mindset. Preferred Qualifications: CPA, CMA, or other relevant professional certification. Experience with consolidation of financial statements and multi-entity reporting. Familiarity with cloud-based accounting platforms and automation tools. Experience in a high-growth or complex industry, such as technology, healthcare, or financial services. What We Offer: A collaborative and supportive work environment with opportunities for growth and professional development. Competitive salary and benefits package, including healthcare, retirement plans, and paid time off. A culture of innovation and continuous improvement where your contributions are valued. Flexibility in work hours and potential for hybrid or remote work arrangements. Conclusion: The Financial Reporting Accountant will be an integral part of the finance team, ensuring the integrity of financial reporting processes and providing key insights into the company's financial performance. If you have a strong accounting background, thrive in a collaborative environment, and are eager to contribute to a growing company's success, we encourage you to apply. Join us in advancing our financial reporting capabilities and supporting our mission of continued growth and excellence!
    $50k-66k yearly est. 3d ago
  • Director of Financial Planning and Analysis

    Synergy Search

    Remote Job

    Growing PE backed healthcare company looking for a Manager or Director of FP&A to help build out the FP&A function! This is a chance to join a growing company in Nashville with strong leadership and tons of growth opportunities. Fully remote! Report to an awesome CFO! Collaborate with operations. Great benefits and culture! Responsibilities include: · Oversee the budgeting, forecasting and analysis. · Compile and analyze monthly financial reporting packages. · Build out / refine the budget and rolling forecasts. · KPI reporting. · Work with operations to analyze their financial results. · Participate in the development and support of the company's strategic plans. · Other financial reporting and analysis. · Other ad-hoc projects. Requirements: · 5+ years' experience with strong FP&A background. · Bachelor's Degree in Accounting, finance or related field. · Ability to come in and build out budgets and rolling forecasts. · Supervision experience. · Proficiency in Microsoft Excel. · Workday Adaptive experience. · Comfortable working with operations and telling the story of the numbers. · Someone who wants to work hard and grow! For consideration, please apply to this post or e-mail ******************************** Synergy Search is a specialized search firm that focuses solely in the areas of accounting, finance, and human resources. Synergy Search leverages the real relationships & expertise of over 50 years of executive recruitment experience that our Executive Team bring to the table. We are all former accountants ourselves. Experienced, dedicated, trusted - turn to Synergy Search to grow your career. *********************
    $71k-112k yearly est. 12d ago
  • Director of Financial Planning and Analysis

    Talisman 4.5company rating

    Remote Job

    Job Title: Director of Financial Planning & Analysis (FP&A) Industry: Project Financing / Lending Talisman Advisory Partners have been retained by a leading lender/financer of domestic renewable energy projects to assist them in the recruitment of an experienced FP&A Director. This role suits someone with 8+ years of experience in finance - preferably working at a lender/bank, or in credit/consumer loans. This individual needs to have a strong understanding of credit, loans and capital markets - with the ability to bring the numbers to life. Demonstrable success in FP&A is essential. The Employer: Our client is a private-equity-backed lending/financing business, specialising in providing financing solutions to domestic renewable energy & energy efficiency projects, to businesses nationwide. Following a successful 2024, the client seeks a talented and experienced Director of FP&A to join the team. This key role will shape the financial strategy of our business and drive decision-making to support growth objectives, reporting directly to the C-Suite. Key Responsibilities Financial Planning & Analysis: • Develop and manage financial models to support short-term and long-term forecasting, budgeting, pricing and strategic planning. • Conduct variance analyses to identify key trends, risks, and opportunities. Strategic Decision Support: • Collaborate with senior leadership to provide actionable insights for decision-making. • Partner with cross-functional teams such as capital markets, accounts, credit, treasury and operations to support new business initiatives and assess financial impacts. Operational Efficiency: • Streamline financial processes and reporting, leveraging advanced Excel skills to build tools and dashboards. • Lead continuous improvements in forecasting accuracy and financial reporting. Team Leadership: • Manage and mentor FP&A analysts. • Foster a collaborative, high-performing environment. Qualifications Experience: • 7+ years of relevant experience in FP&A, preferably within a lender, bank, or financial services organization. • Experience working across capital markets, credit, pricing, treasury. • Demonstrated track record of success in a high-growth or entrepreneurial environment. Technical Skills: • Advanced Excel skills, including proficiency with complex formulas, data visualization, and scenario analysis. • Experience with financial modeling and business intelligence tools (e.g., Tableau, Power BI, or similar). Education: • Bachelor's degree in Finance, Accounting, Economics, or a related field. • MBA or CFA designation preferred but not essential. Attributes: • Strong analytical and problem-solving skills. • Exceptional communication and presentation abilities. • Passion for process improvement. Compensation: • Competitive salary (up to $225K + bonus). • Comprehensive benefits, including health insurance, vision, dental, 401K, retirement plans, and paid time off. • Flexible work arrangements, including remote work opportunities. • A clear route for career progression within a growing business. Application Process: Apply by clicking the link below, and include a copy of your resume for a quick response.
    $77k-101k yearly est. 6d ago
  • Staff Accountant/Human Supercomputer

    Two By Four 4.3company rating

    Remote Job

    Of the vast number of number crunchers out there, are you #1? Do you calculate in your head like some sort of living version of IBM's Watson? Then perhaps you'll fill Two by Four's entry line as our new Staff Accountant/Human Supercomputer. Strong organizational skills and a maniacal need to balance numbers is key, as you'll be responsible for a big portion of data entry, record keeping and account reconciliations. The ability to happily execute requests is also part of the equation, whether they're from our Finance Department, vendors, clients or Joe the Account Guy (man, he's a pain in the neck). And, the numerical wizard we hire should help keep Finance fun: because while we don't want to botch any totals, we do like to blow off steam. Reports to: Direct Report: Accounts Payable Supervisor Job Purpose: Responsible for assisting the Accounts Payable Supervisor with, but not limited to, a variety of complex accounting functions. Key Responsibilities: · Accounts Payable, Accounts Receivable, and maintaining accurate records of each · Focus on Media vendor invoice entry and account reconciliation · Prepare client billing, and resolve vendor issues or inquiries; this individual should have strong follow-up skills · Participate in the monthly closing process, including prep work and account reconciliations · Review report detail, research and explain variances for accounts · Prepare 1099's and year-end close · Other random, on-the-fly accounting support for the Finance Department Qualifications: · Accounting degree preferred; equivalent experience considered · Strong knowledge of accounting principles · 0-2 years of accounting experience, with concentration in Accounts Payable preferred · Excellent interpersonal and communication skills · Must be extremely dependable, able to multi-task, and have a pleasant, enthusiastic personality · A focus on detail and organization · Flexible, efficient and accurate with the ability to meet strict deadlines · Resourcefulness · A sense of humor Performance and Accountability Measures: · The accurate and timely entry of accounting data · Effectiveness and efficiency as a Staff Accountant - lending enthusiastic support to the Finance team in any reasonable way (and some unreasonable ways, probably) · An absolute delight to work with THIS IS A PREDOMINATELY “WORK FROM THE OFFICE” JOB. While we currently offer “Work from Home Wednesdays”, this job requires that you work in our Chicago office Mondays, Tuesdays, Thursdays, and Fridays. Direct applicants only. No agency solicitations of any kind. Benefits For the role, benefits include: health insurance, vision insurance, dental insurance, Simple IRA, paid time off, paid parental leave and STD/LTD insurance benefits. Salary Range $55,000 - $60,000 Apply Right Now
    $55k-60k yearly 14d ago
  • Entry Level Accountant

    Serve You Rx 3.9company rating

    Remote Job

    Serve You Rx is searching for an Accountant I. This person will join Serve You Rx's Accounting & Analytics team to work collaboratively and independently to take on a variety of tasks and projects, including assisting in the preparation of financial statements, month-end journal entries, sales & use tax reporting, and expense variance reporting. The Accountant I's duties will also include assisting with accounts payable, accounts receivable and collections, billing, account reconciliation, and Excel spreadsheet creation and manipulation. The ideal candidate loves working with Excel, is very analytical and has solid communications skills. This is a hybrid remote position. What You'll Do: As the Accountant, you will be: Assisting with the preparation of financial statements, journal entries, general ledgers, reports and taxes Ensuring compliance with financial transaction regulatory and recording standards (e.g., general ledger, cash payments/collections, tax transactions, etc.) Controlling and reconciling accounts and records (balance sheet, P&L, bank accounts, etc.) Assisting with financial reporting. Creating accounting reports and schedules for internal audiences (management reporting) and/or for external audiences (compliance reporting). Responsibilities may also include budgeting (variance analysis, budget preparation), accounts payable, accounts receivable, and/or credit and collections. May review and audit contract terms, orders, and vouchers and/or prepare reports to substantiate individual transactions prior to settlement. May provide technical direction to support staff. Use existing procedures to solve routine and non-routine problems. Has limited discretion to vary from established procedures by performing structured work assignments. Receives instruction, guidance and direction from others. Qualifications: Bachelor's degree in Accounting or equivalent combination of education and experience. Previous related experience preferred. Why Serve You Rx? Serve You Rx is a full-service pharmacy solutions provider based in Milwaukee, Wisconsin. We specialize in pharmacy benefit management, mail order services, and specialty medication management. For more than 36 years, Serve You Rx has been collaborating with benefit advisors, third-party administrators, and employers to design and deliver strategies that reduce prescription drug costs and improve consumer access to affordable and clinically appropriate medication therapies. Serve You Rx is privately held, and our owned assets include our Specialty Pharmacy, mail order pharmacy, and member services call center. The company offers generous benefits to include: medical(HMO and PPO), dental, vision,401k, HSA, identity theft and legal coverage, pet insurance, paid parental leave, and 16 days of paid time off in your first year. Serve you Rx's onsite location is a newly remodeled and clean facility, has easy on/off freeway access, plenty of free surface parking directly outside our facility doors, scenic walking trails, a wide variety of restaurants and shopping nearby, and food trucks in the park when weather permits.
    $43k-59k yearly est. 7d ago
  • Financial Analyst - Hybrid Remote

    Firstpro, Inc. 4.5company rating

    Remote Job

    Are you ready to leverage your analytical expertise in a high-impact role with an industry leader? Our client, a prestigious industry leader headquartered in the Philadelphia suburbs, is seeking a Financial Analyst to provide consultative support, financial insights, and strategic guidance that drives business success. Key Responsibilities: Collaborate with senior leadership to develop financial analyses and models that support strategic initiatives, pricing, and investments. Conduct cost-benefit analyses, evaluate profitability, and support decision-making through data-driven insights. Play a pivotal role in the annual planning process, crafting forecasts and presenting insights to leadership. Prepare timely and accurate financial reports, ensuring resources are optimized for business success. Mentor junior analysts, contributing to their professional growth. Engage in special projects and drive innovation in financial operations. What Makes You a Great Fit: Education: Bachelor's degree required; advanced degree or certifications (CPA, CFM, CMA) preferred. Experience: At least two years of FP&A or equivalent financial analysis experience. Technical Proficiency: Expertise in Microsoft Excel. Analytical Prowess: Strong problem-solving skills and the ability to develop actionable insights from complex data. Communication Skills: Exceptional written and verbal communication abilities. Leadership Potential: A collaborative mindset with the ability to mentor and influence others.
    $50k-71k yearly est. 3d ago
  • Financial Modeling Manager

    Murray Resources 4.7company rating

    Remote Job

    An international oil & gas industry is looking for a Financial Modeling Manager to assist the Head of Corporate Planning in evaluating its five-year business strategy and offer financial modeling assistance across the business. The ideal candidate is a proactive, team-oriented leader with expertise in building, operating, and analyzing financial models. Working collaboratively, the new leader will drive business success through thorough financial analysis and planning, clear communication, and efficient process implementation. Salary + Additional Benefits: $150,000-$185,000 + 25% bonus Full Benefits including Medical, Dental, Vision, FSA 25 days PTO 6% 401k employer contribution Free lunch on Wednesdays Onsite gym with free classes with an instructor Work from Home Fridays Location: Houston, TX Type of Position: Direct Hire Responsibilities: Review the five-year business plan and supporting model, controls, and monthly cash flow output from the Corporate Planning Lead. Responsible for any sensitivity analysis contemplated in addition to the five-year plan, to factor in potential M&A activity, capital allocation analysis, and covenant monitoring. Maintain a valuation model that determines the intrinsic value of the business, reviewing terminal assumptions with the M&A team. Develop and maintain a valuation model for potential M&A targets, including DCF, IRR, financial statements, and accretion analysis. Ensure assumptions are up to date and key stakeholders are kept informed of updates. Provide modelling support and training for other departments, including External Reporting, Treasury and Tax. Responsible for the development of the key financial models used in the business and apply best practice methodologies to ensure models are dynamic and easily interpretable. Ensure deadlines are met, considering individual and milestone review deadlines and the needs of reviewers. Challenge assumptions made by departments and track actual financial information against forecast assumptions. Ad hoc support on projects. Review rig contracts and interpret the impact on the business plan and valuation analysis. Requirements: Bachelor's degree Recognized chartered accountant qualification 5+ years of experience Excellent financial modelling capabilities Experience building, maintaining and analyzing financial models Sound financial knowledge and skills, including experience of interpreting financial statements, understanding investment principles, and knowledge of Budgeting and Forecasting processes Experience working with multiple deadlines and managing different stakeholders Experience working with complex organizational structures Experience of quantitative analysis and structured problem solving and effective communication of results Experience building relationships at different levels and functions across an organization Effective communication skills (written, presenting and verbal) Strong attention to detail Good interpersonal and communication/collaboration skills, including presentation skills Ability to understand complex issues, quickly absorb information, and work creatively to problem-solve Experience managing projects
    $68k-93k yearly est. 1d ago
  • Financial Analyst

    Axelon Services Corporation 4.8company rating

    Remote Job

    Job Description: Financial Analyst Hybrid schedule: Cary, NC (3 days in the office, 2 days working from home) Required Skills: • 3-5 years of work experience in IT or Financial Management • 3-5 years of project and program management experience, including proven track record managing high-priority projects in a complex, sophisticated customer and competitive environment. • 3-5 years of experience in Cost Modeling for large transformational programs • Agile/Lean Portfolio Management certifications • Ability to communicate with Senior level stakeholders • Ability to work within cross-functional teams • MS Office/Excel Intermediate Proficiency Role Value Proposition: We are seeking an experienced Financial Analyst for the Financial Enablement Team driving Lean portfolio management within the US Technology organization As a Financial Analyst you bring positive energy as you analyze and monitor portfolio execution and financials for US Technology Portfolio. This role will serve as a financial specialist with a focus as it relates to IT financial management, capacity utilization, resource management, change management, and building and encouraging strong relationships with partner teams through the program lifecycle (planning, business case approval, implementation, and finally closure where business benefits are delivered). The ideal candidate will have polished business and financial acumen. Key Responsibilities: Proactively govern UST financials, develop reporting, and distribute them as needed for financial reviews. o Provide portfolio analysis on resource plan and hiring, and disseminate information to Resource Managers o Actively partner with IT Relationship Management, GOSC, Vendor/Suppliers, and cross-functional Partners (Group Benefits) on evaluation of demand, spending, and impacts within given deadlines for financial close dates monthly o Respond to ad hoc queries in an efficient, thorough, and timely manner o Research and analyze various resource planning estimates and trajectories by monthly, and quarterly analysis o Proactively govern program financials and develop Lean financial models and cost projects for Senior leadership and partners. o Develop and execute a program change control, risk management, and communications strategy Essential Business Experience and Technical Skills: Required: • 3-5 years of work experience in IT or Financial Management • 3-5 years of project and program management experience, including proven track record managing high-priority projects in a complex, sophisticated customer and competitive environment • Agile/Lean Portfolio Management certifications • Organizational intelligence and strong influence management/cross-functional leadership skills; adept at working in a matrixed structure • Powerful presentation and communication skills with extensive experience providing communication to senior leaders • Polished business & Financial acumen • Ability to balance multiple responsibilities and achieve results in a complex, performance-oriented environment • Ability to learn new concepts and tasks quickly, work under pressure, and meet deadline requirements in a fast-paced, dynamic environment • Strong quantitative skills and a high proficiency in Excel, MS Office, and Power point • Strong leadership competencies must be displayed in the areas of creating partnerships, driving results, and motivating people • Demonstrated capability for problem-solving, decision making, sound judgment Preferred: • Experience working in Financial Services, Insurance and/or Banking experience is preferred • Bachelor's degree in Computer Science, Information Systems or related discipline; Master's, MBA, and/or PMP certification
    $45k-64k yearly est. 8d ago
  • Financial Analyst

    Catamount, LLC 4.0company rating

    Remote Job

    Catamount Hotels and Resorts (Catamount, LLC) is a premier international hospitality company specializing in the design, entitlement, and construction of 5-star luxury resorts across the globe. With headquarters on the picturesque island of St. Kitts, Catamount is dedicated to delivering exceptional service and innovative resort solutions. Role Description Catamount, LLC is seeking a highly motivated and detail-oriented Financial Analyst to join our team in a remote position with 25% travel to project sites, corporate meetings, and other business-related events. This role is integral to our operations, providing critical insights and support for our financial planning and analysis functions. The Financial Analyst will collaborate with cross-functional teams to ensure accurate and timely financial reporting, enabling informed decision-making to drive business success. Key Responsibilities · Conduct in-depth financial planning, forecasting, and analysis to support strategic business objectives. · Prepare, analyze, and interpret financial statements, including balance sheets, income statements. · Develop, maintain, and improve financial models to evaluate project performance and investment opportunities. · Monitor and report on key financial metrics, identifying trends and potential risks. · Assist in the preparation of monthly, quarterly, and annual financial reports for stakeholders. · Support budget development, variance analysis, and cost management efforts. · Collaborate with internal teams to ensure compliance with financial regulations and company policies. · Provide ad-hoc financial insights and recommendations to support leadership decision-making. · Travel up to 25% to project sites, meetings, and events to support operational and financial needs. Qualifications · Bachelor's degree in Finance, Accounting, Economics, or a related field. 2+ years of experience in financial analysis, planning, or a related role in hospitality, real estate, or a similar industry. · Strong proficiency in financial reporting and preparation of financial statements. · Advanced knowledge of Microsoft Excel and financial modeling tools; experience with financial software is a plus. · Demonstrated ability to analyze complex financial data and present actionable recommendations. · Exceptional attention to detail and accuracy in all deliverables. · Solid understanding of financial principles, accounting standards, and regulatory requirements. · Strong organizational skills with the ability to manage multiple priorities and meet deadlines. · Ability to work independently in a remote environment while maintaining strong communication and collaboration. · Professional certifications (e.g., CFA, CPA) are highly desirable but not required. What We Offer · A dynamic and collaborative work environment in a fast-growing international hospitality company. · Opportunities to work on exciting, high-profile resort projects around the world. · Flexible remote work arrangement with opportunities for travel. · Competitive salary and benefits package. · Professional development opportunities and career growth potential. How to Apply Please send your resume, cover letter, and any relevant certifications to *********************** Catamount, LLC is an equal-opportunity employer and values diversity in the workplace.
    $55k-77k yearly est. 3d ago
  • Financial Analyst/Consultant

    Newgen Strategies & Solutions

    Remote Job

    NewGen is a dynamic, growing consulting firm that helps utilities deliver vital services such as water, energy, and waste management. We seek a detail-oriented analyst who loves working with data, thrives on problem solving, and is eager to make a difference. The successful candidate will work directly with senior colleagues and clients to estimate the costs of operating utilities, financing vital investments in infrastructure, and ultimately determining utility rates charged to residents and businesses. Our work is meaningful, challenging, and exciting. Our company is focused on growth, innovation, and teamwork, and in this role, you will have an impact on not only your fellow coworkers and the company, but on utilities and communities across the country. Key Roles Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues, and performance indicators Analyze large data sets (including financial, demographic, and billing/consumption data) to inform the development of financial models Create understandable data visualizations using charts and user-friendly dashboards Clearly communicate results to clients in written reports and PowerPoint presentations Carry out quantitative and qualitative research (e.g., benchmarking utility bills) to inform decision making Develop subject matter expertise in water infrastructure while also providing analytical support to colleagues in our energy and solid waste practices Required Qualifications Undergraduate degree or higher in Finance, Economics, Accounting, Business Administration, Data Analytics, or another quantitative field 1 to 3 years of experience in a finance or data related role Strong working knowledge of Microsoft Excel Familiarity with fundamental financial concepts (such as inflation, depreciation, discount rates, operating costs, capital planning, debt service coverage, etc.) Basic knowledge of Microsoft Word and PowerPoint Preferred Qualifications Experience with advanced Excel features such as VBA, Power Query, Power Pivot, and Power BI Experience in the utilities industry Knowledge of programming languages for data analysis, such as Python, R, or SQL Experience with spatial analysis, e.g., using ArcGIS or QGIS Qualities Passion for and proficiency in Microsoft Excel (you will spend most of your day in spreadsheets!) Exceptional attention to detail Excellent written and verbal communication skills Highly organized, with the ability to self-manage multiple priorities and deadlines Ability to transform, combine, analyze, and summarize large (and often messy) data sets Ability to think critically and solve problems A collaborative team player What We Offer Join our team of experts dedicated to making a positive impact on our clients' water consumption and costs. We offer a competitive compensation package, benefits, and opportunities for professional growth in a supportive and collaborative work environment. Base compensation of $65,000 - $75,000. The range provided is NewGen's reasonable estimate of the base compensation for these roles. The actual amount may be higher or lower, based on non-discriminatory factors such as location, experience, knowledge, skills, and abilities. Annual bonuses of 8%, contingent on personal and company performance 401K plan with matching contributions Medical and dental insurance Paid vacations and holidays Paid maternity and paternity leave Meaningful opportunity for career progression within the organization Flexible work schedules (while being mindful of client deadlines) Ongoing training Office snacks and occasional group lunches and team-building activities Additional Information Location: Richardson, TX. In-person with the option to work from home two days a week. Employee Type: Full-time. Exempt. Some overtime and travel will be required. Legally Authorized to Work in United States: To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. NewGen is an equal opportunity employer and complies with all federal, state, and local fair employment practices laws. NewGen strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, sex (including pregnancy), age, disability, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.
    $65k-75k yearly 17d ago

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