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  • Chief Financial Officer (CFO)

    Virginia Community Healthcare Association 3.2company rating

    Controller, Vice President Job In Lynchburg, VA

    Reports To: Chief Executive Officer (CEO) FLSA Status: Exempt is primarily on-site Travel: Occasional overnight travel to Virginia Salary: $112,000 to $148,000 Purpose: An integral member of the leadership team, the CFO contributes to the development of the health center's strategic goals and objectives, as well as the overall management of the organization. The CFO oversees the financial operations of the health center, ensuring all financial decisions and processes support the health center's mission and financial stability. The CFO is responsible for all fiscal activities of the health center, to include development and monitoring of financial policies and procedures, development and maintenance of operational and capital budgets, cash management, and ongoing analysis of revenue generation. The CFO leads all day-to-day finance operations, with functional responsibility over accounting, payment processing systems, grants administration, banking operations, etc. while ensuring compliance with GAAP and other regulatory requirements. The CFO monitors, directs, analyzes and reports the financial and operations environment to the CEO and Board of Directors. Responsibilities: Fiscal Management: Develops and manages the accounting system to provide accurate and timely information used for decision-making and reporting. Develops and maintains internal auditing procedures to ensure compliance with organizational policy and assesses the effectiveness of management controls. Designs and manages systems, processes and procedures for handling cash receipts and disbursements, ensuring segregation of duties. Monitors, directs, analyzes and conveys financial performance to the CEO. In conjunction with the CEO, develops the annual budget and long-range budgets, including capital expenditure budgets. Assures compliance with all regulatory and compliance matters and manage all legal and contractual matters in accordance with current laws, rules, regulations and standards. Performs interim and monthly account reconciliations. Prepares and posts adjusting general journal entries according to GAAP standards. Responsible for month and annual close processes, including reconciliation of practice management system activity to the general ledger. Ensures accurate payroll and associated payroll tax liability payments. Ensures completion of monthly, quarterly and annual payroll tax reports. Assists with the review and revision of benefit plans, compensation structure and staffing levels. Performs complex financial analyses and evaluate operating results with regard to cash flow, costs, budgets, utilization of resources and organizational productivity. Reviews lines of business quarterly to determine solvency. Manages staffing to budgeted FTEs and monitors costs for savings opportunities. Grants and Federal Reporting: Prepares and presents annual federal and state grant budgets to CEO and Board of Directors. Submits federal grant budgets and supports schedules per agency requirements within the Electronic Handbook (EHB). Compiles, completes and submits grants management and required agency reports including, but not limited to, the SF 425-Federal Financial Report, UDS-Uniform Data System, Form 22-92 Medicare Cost Report, CMS 838-Medicare Credit Balance Report, and other grant-specific reports. Maintains master grant files with supporting documentation, agency correspondence and award notifications. Ensures compliance with OMB Circular A-133 requirements. Other Accounting Responsibilities: Manages all aspects of the practice's revenue cycle and practice management system. Monitors patient and insurance accounts receivable monthly to ascertain effectiveness of practice management system workflow. Maintains and updates charge schedules annually. Responsible for the reduced fee program, including review of internal audit findings and educating staff on program requirements. Manages all contracts with insurers and other agencies to include oversight of contract requirements and provisions to ensure full compliance. Reviews and updates annual business insurance policy coverage. Assists with the completion of the annual Form 990 and A-133 Audit. Board of Directors Relationship and Responsibilities: Reviews detail of monthly financial activity and financial statement with the Board Finance Committee. Presents monthly financial statements, federal and operating budgets, audits and Form 990 for review and acceptance/approval by the Board of Directors. Presents fiscal policies to the Board for review and approval. Human Resources Duties and Responsibilities: Effectively supervises Staff Accountant and Grant Fiscal Specialist. Participates in interviewing and candidate selection process. Develops and coordinates new employee orientation and onboarding program within the finance department. Maintains documentation and follows corrective action process. Completes performance appraisal process per established policies. Leadership Duties and Responsibilities: Consistently works in a positive and cooperative manner with other employees in and outside of department. Communicates well with staff, is readily available and responds quickly to internal and external customers. Values and incorporates the contributions of people from diverse backgrounds; demonstrates respect for the opinions and ideas of others. Shares information and own expertise with others to enable accomplishment of goals and objectives. Assists other team members in the performance of their assignments, projects, or goals. Provides appropriate forums to encourage teamwork with staff members. Functions independently and adapts to changes in the work environment. Meets and interfaces professionally with other healthcare professionals and organizations in the community. Provides leadership, exercises appropriate influence, tactful judgment, and proper conduct to negotiate matters and carry out policies and programs for the best interests of the health center, its staff and patients. Quality Improvement Duties and Responsibilities: Demonstrates commitment to excellence by consistently looking for ways to improve and promote quality within organization. Identifies problems in a timely manner and develops alternative solutions to problems. Contributes to Continuous Quality Improvement activities within the department and organization. Consistently evaluates work and evaluates if further steps are needed to meet customer/patient/management expectations. Demonstrates sound judgment by taking appropriate actions regarding questionable findings or concerns. Continually monitors to ensure compliance with FQHC standards. Qualifications: Bachelor's degree required, with a preference for a major in Accounting or Finance. Master's degree strongly preferred. Three years' experience managing the financials as a Controller/CFO of a high-growth non-profit organization. Experience with FQHC accounting, cost reporting and revenue cycle management. Experience with eClinicalWorks and QuickBooks strongly preferred. Skills: Knowledge of rules, regulations and financial reporting standards for FQHCs. Ability to analyze financial data and patterns. Demonstrated effectiveness in revenue cycle management. Experience managing federal grants and submitting required reports. Ability to prepare more complex documents in Microsoft Word and Excel.
    $112k-148k yearly 15d ago
  • Chief Financial Officer

    Pa Clinical Network

    Remote Controller, Vice President 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. 9d ago
  • Customer Risk Mitigation, Interdiction List - Vice President

    Robert Walters 4.6company rating

    Remote Controller, Vice President Job

    Corporate Title: Vice President The purpose of the AFC US Interdiction List process for Clients of Concern is to mitigate the risk of The Bank being misused by specific third parties to support transactions through the accounts and networks of The Bank. 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 Be responsible for overseeing with managing the US Interdiction List process which involves liaising with key stakeholders including AFC management and Ops. Ensure timely uploads of entity names and account numbers to the US Interdiction List which such parties will be subject to transaction filtering. Responsible for tracking/record keeping and monthly reconciliation and QA of the entries to ensure the teams their records properly mirror the official US Interdiction List entries in (SLM Strategic List Management System) Employees will be assisting with the Annual attestation of the entries within SLM. Conduct annual reconciliation and QA of the US interdiction list validating entries are still required or maybe removed. Presenting and providing requested information relating to audit and regulatory exams relating to the US Interdiction List Process How You'll Lead An articulate and effective speaker and presenter with robust, credible, and organizationally skills, with an ability to grasp complex issues and elaborate to key stakeholders efficiently Strong ability to heed to extremely time sensitive deadlines and complex issues that require timely resolution and engagement of senior management Ability to act decisively and manage multiple projects simultaneously. Ability to address various queries and rejections of payments. Skills You'll Need Bachelor's Degree or equivalent; JD or MBA a plus 5-10+ years of experience within the AFC function or in business line roles supporting the AFC program Strong leadership experience and skills, keen attention to detail Deep knowledge of bank customers, products, and services Skills That Will Help You Excel Previous experience with regulators a plus Highly experienced in leading and performing financial crime investigations Skilled in multiple AFC programs (AML, Sanctions, ABC, Fraud) An articulate and effective speaker and presenter Ability to act decisively and manage multiple projects simultaneously Robust, credible and organizationally savvy, with an ability to grasp complex issues quickly Able to work independently to manage projects and deliverables to completion Strategically agile and possess excellent influencing and presentation skills for all levels of internal management . Expectations It is the Bank's expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank's hybrid working model. The 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 New York City is $125,000 to $173,000. 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 remuneration.
    $125k-173k yearly 14d ago
  • Director of Finance and Operations

    National School Public Relations Association Careers 3.1company rating

    Remote Controller, Vice President Job

    Position Overview The National School Public Relations Association is in search of a director of finance and operations. This is a senior level position responsible for leading and directing the critical financial and operational functions of the association. This position plays a key role in ensuring the efficient and effective management of the association's financial resources, conference registration, human resources, office administration and program revenues and expenses. Reports to: Executive Director Direct reports: Business Services Specialist Administrative Assistant Position Responsibilities 1. Financial Management Manage and maintain the association's financial records, including budgets, income statements, and balance sheets. Manage and maintain the association's education foundation financial records, including donations and scholarships. Oversee accounts payable and receivable, ensuring timely and accurate processing of financial transactions. Collaborate with the executive director to develop annual budgets and financial forecasts. Monitor financial performance and provide regular reports to staff program managers, executive director and executive board. Monitor and analyze program revenues and expenses to ensure fiscal responsibility and sustainability. Identify opportunities to increase revenue and reduce costs while maintaining program quality. Monitor bank operating accounts and investment accounts. Reviews and oversees contracts for the association. Oversee bi-weekly payroll processing. Develop SOPs related to finances and operations. Renew IATA status annually to ensure hotel commission receipts 2. Annual Financial Audit Coordinate the annual financial audit process, liaising with external auditors and ensuring compliance with audit requirements. Prepare and provide necessary financial documentation and reports for the audit. Implement audit recommendations and maintain strong financial controls. 3. Annual Conference Registration Oversee conference registration process. Collaborate with conference organizers, in advance and on site as needed, to ensure a smooth registration experience for attendees. 4. Chapter Finance Oversight Provide guidance for the association's chapters on annual IRS requirements for Group Exemption members and general financial best practices. Monitor and ensure chapter compliance with annual IRS requirements. 5. Human Resources Oversee human resources management functions including recruiting, hiring, training, position descriptions, onboarding, termination and offboarding, compensation and benefits (including retirement) programs. Assist executive director in ensuring best practices in human resources as well as compliance with local, state and federal regulations. 6. Property Management Serve as liaison to the office building property manager. Ensure the smooth operations of the office condo space. Position Requirements The requirements listed below are representative of the education, experience, knowledge, skills and/or abilities to successfully perform the job: Financial management and human resources management skills commensurate with director-level oversight. Excellent analytical skills and ability to synthesize and clearly present information quantitatively and qualitatively. Customer service-oriented approach to working with colleagues, volunteer leaders and members. Excellent organizational skills. Ability to work as an enthusiastic active team member as well as a leader. Excellent written and verbal communication skills. Education and Experience Bachelor's degree in finance, accounting, business administration, or a related field (master's degree preferred). Minimum of 10 years of experience in financial management, accounting, program management or operations in a nonprofit organization. Experience with managing staff and working with external contractors. Knowledge of non-profit accounting principles and regulations. High level of proficiency in financial software (QuickBooks) and Microsoft Office Suite (Excel, Word, PowerPoint). Experience with association membership management software is a plus. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Ability to work collaboratively in a team environment. Ability to travel annually for national conference. Benefits Strong collaborative and collegial work environment 90% NSPRA-funded health insurance program 4 weeks of vacation 11 paid holidays Up to 12 sick days 3% 401(k) program with matching contributions up to 4% NSPRA-funded disability and life insurance Optional annual bonus (at discretion of the board) Salary range: $117,000 - $135,000 based on experience Location This position will be located in the Rockville, Md. , offices, with an opportunity to remote work one or two days per week. How to Apply Send a cover letter and resume to jobopp@nspra. org by Friday, January 17, 2025. No calls, please. NSPRA is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. NSPRA makes hiring decisions based solely on qualifications, merit, and business needs at the time. PandoLogic. Category:Administrative, Keywords:Administrative Assistant, Location:Rockville, MD-20848
    $117k-135k yearly 1d ago
  • Strategic Finance (FP&A), Senior Manager | Rapid Growth Post Series B SaaS Start-Up | Remote

    Harmonic Finance Inc. ™ | Certified B Corp

    Remote Controller, Vice President 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 11d ago
  • Finance Business Unit Controller

    Signode 4.5company rating

    Controller, Vice President Job In Forest, VA

    With over $2B in revenue, 80+ manufacturing facilities across 6 continents and over 9,000 employees worldwide, Signode is a leading manufacturer of a broad spectrum of transit packaging consumables, tools, software, and equipment that optimize end-of-line packaging operations and protect products in transit. Signode brings this extensive product portfolio together under hundreds of trusted brands to offer complete transit packaging solutions to its customers. We produce strap, stretch and protective packaging. We also manufacture packaging tools and equipment used to apply the bulk packaging materials. These commercial packaging products are used to pack, bundle, unitize, protect, and secure goods during warehousing and transit. Our company is a pioneer in the industrial packaging sector with a long history of customer-focused innovations in materials, processes and automation technology that have revolutionized the sector. Headquartered in Tampa, Florida, we are proud to be the Transit Packaging Division of Crown Holdings, Inc. We are excited to go to market as Signode and to share the portfolio of products, services and capabilities that make us the world's premier end-of-line packaging company. Benefits: Signode offers a comprehensive benefits package to full-time employees, which includes health, dental, vision, 401k, paid time off, life insurance, wellness perks, and more. Benefits begin the month following the hire date. Summary: This role is responsible for providing full financial and administrative support to a specific business unit within Signode. The individual will be responsible for monthly financial reporting in accordance with U.S. Generally Accepted Accounting Principles, preparation of the annual budget and quarterly financial forecasts, internal KPI calculations, local statutory reporting, as well as various other financial analysis. Depending on Business Unit, this position will oversee various roles related to general accounting and financial transactions. Essential Functions Provide local financial leadership in integrating a recently acquired business into Signode's financial reporting processes / requirements. Ensure timely execution of the monthly financial close process in accordance with US GAAP and internal Signode policies and procedures. Conduct business planning activities including the preparation of the annual budget and quarterly forecasts. Foster a strong partnership with Commercial, Operational and Functional leads by providing relevant financial analysis and insight to drive improvement across the Group. Improve job costing and variance analysis to determine areas of profit leakage and other opportunities. Manage the Business Unit's capital expenditure plan and prepare business cases in support of individual capital expenditures. Provide a continuous improvement mindset and partner with other sites in improving back-office productivity across Platforms and Signode Responsible for talent management and employee lifecycle activities, from hiring to terminating. Foster an environment of teamwork; emphasize the importance of internal collaboration to meet and exceed customers' expectations. Additional duties and responsibilities as assigned. Position Qualifications: Education: Bachelor's degree in Finance / Accounting. Master's degree and/or managerial or CPA designation a plus. Experience: 8+ years of progressive financial experience in Manufacturing specifically in a job costing environment. High proficiency in Excel and PowerPoint. Experience and working knowledge of financial consolidation systems such as OneStream, Hyperion, Longview, or Prophix is preferred. Experience with various integrated ERP systems; knowledge of XA by Infor Accounting and Business Management Software, and AM Financials is a plus. Functional Success Drivers: These competencies are what we require for an individual to be successful in this role. Analysis Skills Interpersonal savvy Sense of Urgency Abstract Thinker Team Building Problem Solving Process Management Project Management Reasonable Accommodation Statement To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities. The Company has reviewed this to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate. Signode Industrial Group, LLC is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
    $75k-119k yearly est. 9d ago
  • Director of Financial Planning and Analysis

    Synergy Search

    Remote Controller, Vice President 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. 8d ago
  • Assistant Director, Finance

    Great Wolf Lodge 4.2company rating

    Controller, Vice President Job In Williamsburg, VA

    Pay: $85000 per year - $95000 per year This is a developmental position that will ultimately likely require relocation. Opportunities are available in either Concord, NC, Perryville, MD or Williamsburg, VA. Please only apply to 1 location. At Great Wolf the Assistant Director of Finance (ADoF) is responsible for assisting the Lodge's Director of Finance with oversight of financial strategy, policies, controls, and systems and working in conjunction with the General Manager to maximize financial and operational growth. Essential Duties & Responsibilities: Strategic Influence & Business Partnering Partner with property General Managers, Lodge Director of Finance and other Lodge leaders to build and deliver strategic and financial plans. Coordinate, analyze and report operational and financial performance to leaders and key stakeholders. Support efforts to identify, monitor and, where appropriate, mitigate areas of financial risk. Update and implement lodge specific financial policies and procedures. Identify and implement operational improvements through business partnering with lodge line of business leadership. Financial Planning & Analysis Direct and administer all financial operations at the resorts to include, but not limited to asset protection, financial reporting, systems management, budget and forecasting, region management and meeting facilitation and participation. Assist with coordination and review of monthly profit and loss statements with the Lodge Director of Finance and General Manager. Coordinate with shared services center and third-party service providers (outsourcing provider, auditors, state and local tax authorities) to ensure all necessary information is compiled, reviewed, and approved. Delivery of financial performance through improvement and growth of working capital and EBITDA. Partner with the Financial Shared Service Center to ensure accuracy of financial statements, and adherence to Accounting policies and procedures. Oversees purchasing and payables activity to ensure coding and reviewing of invoices are processed for payments. Assists other departments in maintaining actual expenditures versus budget. Operational & Financial Controls Monitor and maintain adequate internal control over revenues, expenses, assets and liabilities of the resort (customer billing, paycheck distribution, cash management, and contract review and compliance, etc.). Ensure financial, cash, operational and fraud controls framework is in place, and has a regular cadence of compliance monitoring of internal controls that identifies gaps and puts in place remediation. . Other tasks Leadership of the lodge Accounting team including the lodge Accounting Associate, Receiver, or other positions. Participates in Manager on Duty (MOD) scheduled rotation. Performs other duties and responsibilities as assigned or required. Required Qualifications & Skills Bachelors Degree in Finance, Accounting, Hospitality or a related field Minimum 4 years or more progressive Finance/Accounting experience Proficiency with Microsoft Office Suite; specifically demonstrated ability to perform analysis and modeling in Excel Experience supervising Finance/Accounting staff Demonstrated strong interpersonal skills Geographic mobility: This position is designed to develop individuals to be future Directors of Finance in the brand. Individuals in this role are expected to be largely relocatable to other lodge locations across the US to backfill open Director of Finance positions when ready. Desired Qualifications & Traits CPA and/ or MBA desired Experience in theme park, hotel, or resort industry Demonstrated financial Analysis experience Prior experience with labor management systems and / or analysis Previous experience with Coupa, Tableau, and/or Sun Accounting system Demonstrated strong problem solving and critical thinking skills Demonstrated organization and effective collaboration skills Demonstrated attention to detail Physical Requirements Able to lift up to 20lbs Able to bend, stretch, and twist Able to stand or sit for long periods of time Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Posting Close Date: This contractor and subcontractor shall abide by the requirements of 41 CFR 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, religion, sex, sexual orientation, gender identity, national origin, and for inquiring about, discussing or disclosing compensation. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
    $85k-95k yearly 60d+ ago
  • Java Engineer - Associate - Assistant Vice President

    Deutsche Bank 4.9company rating

    Remote Controller, Vice President Job

    Job Title: Java Engineer Corporate Title: Associate - Assistant Vice President All roles to be considered Who we are In short - an essential part of Deutsche Bank's technology solution, developing applications for key business areas. Our Technologists drive Cloud, Cyber and business technology strategy while transforming it within a robust, hands-on engineering culture. Learning is a key element of our people strategy, and we have a variety of options for you to develop professionally. Our approach to the future of work champions flexibility and is rooted in the understanding that there have been dramatic shifts in the ways we work. Having first established a presence in the Americas in the 19th century, Deutsche Bank opened its US technology center in Cary, North Carolina in 2009. Learn more about us here. Overview The Senior Engineer designs and develops application code, implements technical solutions, and configures applications in different environments in response to business problems. To meet the requirements of the Business, the Senior Engineer proposes the design and architecture of the application or its components, investigates and proposes appropriate technologies to be used, creates re-usable frameworks, and drives standardization where possible. The Engineer will also lead delivery of other members of the team and controls their work where applicable. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model with up to 60% work from home, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days, a commitment to Corporate Social Responsibility Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Access to a strong network of Communities of Practice connecting you to colleagues with shared interests and values 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 Develop scalable, robust applications utilizing appropriate design patterns, algorithms, and Java frameworks Participate in an agile development lifecycle with a focus on delivering business outcomes Build and maintain automation for continuous integration (CI) and continuous deployment (CD) pipelines Contribute to the engineering community by sharing designs, ideas, and experiences related to Java frameworks Conduct code reviews and provide constructive feedback to enhance team performance Troubleshoot and resolve application issues to ensure optimal performance and reliability Skills You'll Need Strong, demonstrable development experience in Java and/or other Java Virtual Machine (JVM) languages; Kotlin and Scala experience is optional Proficiency in relational databases (Oracle, PostgreSQL); experience with caching technologies (Redis, Hazelcast) and NoSQL databases (MongoDB) is optional Experience with event-driven messaging technologies (MQ, Kafka, JMS), Spring (especially Spring Boot) and RESTful services is preferable Experience with continuous integration/continuous deployment (or development) (CI/CD) frameworks (e.g., TeamCity, Jenkins, GitHub Actions), containerization (Docker, Kubernetes), cloud platforms (Google Cloud Platform) and build tools (Gradle, Maven) is preferable Knowledge of micro-services or micro front-end architectures; experience with React, Angular, or other JavaScript frameworks is preferable Skills That Will Help You Excel Strong problem-solving skills and analytical thinking Excellent communication and collaboration abilities across teams Adaptability to new technologies and methodologies in a fast-paced environment A passion for continuous learning and professional development A team-oriented mindset focused on achieving collective goals Expectations It is the Bank's expectation that employees hired into this role will work in the Cary 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 Cary is $100,000 to $142,250. 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 remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees: *************************** The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************. #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.
    $100k-142.3k yearly 8d ago
  • Vice President

    Blusky

    Controller, Vice President Job In Roanoke, VA

    BRIEF DESCRIPTION: The Vice President is responsible for managing all branch office operations including sales, business development, customer relationships, project management, and administration. The Vice President has full Profit and loss responsibility for all facets of their location. In addition, the VP is accountable for leveraging the BluSky brand to develop relationships with industry professionals resulting in new business opportunities. The Vice President will train, coach, motivate and lead all team members to meet all sales, revenue, and customer service goals. Salary Range is $95,000 - $175,000 based on location and experience Commission OTE Range is $60,000 - $250,000 Vehicle Allowance PRINCIPAL ACCOUNTABILTIES: Manage Overall P&L at Office Level to Drive Profitability Overall Office Sales and Revenue Management and Human Resources Operations General Responsibilities Manage Overall P&L at Office Level to Drive Profitability Meet or exceed overall office sales, revenue, and EBITDA goals. Manage expenses to all established budgets. Drive profitability to meet or exceed established office goals. Hold team accountable to job specific, minimum target margins. System utilization and data integrity. Overall Office Sales and Revenue Support sales teams in developing new business opportunities by identifying and fostering professional trade partner relationships and referral channels as follows: End user client base including property management, property ownership, asset management, portfolio management, facility and maintenance management, etc. Diamond Influencer relationships, including brokers, insurance adjuster, independent adjusters, consultants, hygienist, architects, engineers, etc. Managed insurance repair programs. Drive project schedules and revenue to ensure monthly revenue targets are met or exceeded. Support Business Development activities and relationship building. Management and Human Resources Responsible for supporting recruiting efforts by identifying and attracting top talent. Ensure employee development and retention by coaching, training, and mentoring team members. Implement, in partnership with Human Resources, new hire orientation, and performance management planning. Foster the BluSky Best Practices and company culture. Oversight of time keeping and payroll management. Ensure all employees follow regulatory and BluSky Safety Program. Operations Acquire, maintain, and protect company assets Ensure exceptional customer experiences and satisfaction are achieved per goal Ensure proper project management practices are followed Manage weekly production and WIP reports Manage overall office budget and expenses Ensure usage and compliance with management software and systems Follow and implement Federal, State, and local employment laws Follow and implement Federal, State, and local laws including OSHA, IICRC, MSDS sheets, safety Ensure BluSky paperwork and file documentation requirements are met, with focus on contracts, work authorizations, and subcontractor agreements Manage accounts receivables per company goals Manage accounts payables per company goals Oversight of project schedules and adherence to start and completion dates to drive revenue GENERAL RESPONSIBILITIES: Achieve training goals and minimum attendance as established by BluSky. Adheres to all company Best Practices Always provides the highest level of customer service. Leads and cultivates a positive office culture. All other duties and projects as assigned. SUPERVISORY RESPONSIBILITY: This role has direct reports. QUALIFICATIONS & REQUIREMENTS: 5+ years insurance restoration experience preferred 3+ years management experience preferred Strong business development experience with a proven track record of success Ability to communicate effectively with clients, internal and external contacts throughout the project management process Must be able to attend Business Development networking functions as required Must be able to travel in response to project needs and leadership functions Proficient in Microsoft Office Suite and social media platforms such as LinkedIn Valid driver's license and satisfactory driving record EDUCATION: Bachelor's degree in Construction Management, Engineering, Business, or equivalent experience required TRAVEL: Minimal travel. Some out-of-area and overnight travel may be expected for training or meetings. COMPENSATION: BluSky provides a competitive base salary, a bonus plan for eligible positions, and a comprehensive benefits package that includes: a matching 401(k) plan, health insurance (medical, dental, and vision), paid time off, paid holidays, disability coverage, job-specific equipment (e.g., laptop, smartphone, etc.), and a corporate apparel allowance. BluSky also offers extended benefits such as an Employee Assistance Program, Accident and Critical Illness Coverage, LegalShield, Professional Development Opportunities, a Paid Employee Referral Program, and much more. EEOC: BluSky is dedicated to the principles of equal employment opportunity. BluSky prohibits unlawful discrimination against applicants or employees based on age 40 or over, race, sex, color, religion, national origin, disability, genetic information, sexual orientation, or any other applicable status protected by Federal, State, or local law. It is and will continue to be the policy of BluSky that all persons are entitled to equal employment opportunity based on their individual qualifications, performance, and potential without regard for any protected status, as required by state and federal law.
    $95k-175k yearly 3d ago
  • Executive Vice President, Centra Foundation & Fundraising

    Centra Health 4.6company rating

    Controller, Vice President Job In Lynchburg, VA

    Executive Vice President, Centra Foundation & Fundraising Schedule: Full Time (ONSITE) Set in the heart of Central Virginia, Centra Health is a regional, nonprofit healthcare system including four hospitals, a network of medical centers, as well as various specialty and primary care practices located along the Blue Ridge. At Centra, providing excellence in patient care, utilizing the latest evidence-based research, and fostering a culture of diversity and inclusion are at the forefront of our belief system. Centra is home to the Central Virginia Center for Simulation and Virtual Learning , the only center in Virginia that offers a full range of simulation experiences. We want to partner with you to live your best life. At Centra, we want to listen carefully and get to know you well. We want to understand your hopes, goals and dreams. As a candidate considering employment with our organization, we want you to understand that it is our mission to help partner with you throughout each stage of your career. Job Description: The Centra Foundation Executive Vice President is responsible for promoting philanthropic investment by donor partners to support the mission of Centra Health. The EVP provides strategic leadership to develop a multi-faceted, comprehensive approach to advancing philanthropy that is aligned with current and emergent best practices and is focused on mission impact and growth. As the chief operating officer of the Foundation, the EVP ensures public trust by providing transparent and ethical oversight of the solicitation and stewardship of philanthropic funds. Requirements: Required Qualifications: • Bachelor's degree • 7 - 10 years' professional experience in not-for-profit management or fund development and charitable gift planning. Healthcare philanthropy experience required. • Demonstrated success in fundraising from government, foundations, corporations, individuals, and special events • Superior oral and written communication skills with a keen ability to listen well • Strong financial management skills, including budget development and oversight • Ability to become an involved and visible community leader Possession of the following leadership attributes: o Builds Networks: A natural brand ambassador effectively builds formal and informal networks inside and outside the organization. o Vision: Anticipates large-scale and local changes, projects the organization into the future, envisions multiple scenarios, and designs competitive strategies. o Integrity: Is authentic and honest, demonstrating consistent and unwavering adherence to moral and ethical principles and values. o Emotional Intelligence: Capacity to be aware of, control, and express one's emotions and to handle interpersonal relationships judiciously, empathetically, and with humility. o Collaboration: Works with others to develop and meet shared objectives and fosters a collegial environment where people work, learn, and develop solutions. o Balances Internal & External Stakeholders: Anticipates and balances the needs of internal and external stakeholders. o Strategic Planning: Obtaining information and identifying key issues and relationships relevant to achieving a long-range goal; committing to a course of action to accomplish a long-range goal after developing alternatives based on logical assumptions, facts, available resources, constraints, and organizational values. o Coach and Develop Others: Provide feedback, instruction, and development guidance to help others excel in their current or future job responsibilities; plan and support the development of individual skills and abilities Preferred Qualifications: • Master's degree • CFRE or FAHP designation • Experience with comprehensive and capital campaigns • Experience in philanthropy When recruiting and retaining talent at Centra, our hiring needs are based on matching a candidate's job qualifications with our job requirements and department needs without regard to race, color, age, religion or belief, national origin, disability status, protected veteran status, gender identity or expression, sexual orientation or any other characteristic protected by the laws or regulations in the locations where we operate. Centra is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Be yourself. Be a partner with Centra.
    $201k-353k yearly est. 14d ago
  • Vice President - Fund Controller

    Stepstone Group 3.4company rating

    Remote Controller, Vice President Job

    We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: StepStone Group LP (StepStone) seeks a VP, Fund Controller for its La Jolla, CA location. Primary Responsibilities Include: Management and oversight of the day-to-day accounting and financial statements of the Company's fund partnership vehicles focused on Private Equity investments in primary and secondary limited partnership investments and direct equity co-investments. Collaborate with the Partner, Head of Fund Accounting and the Private Equity asset management and investment teams. Manage and oversee a portfolio of funds, including the review of all work prepared by the fund administrator, and reviewing and/or preparing quarterly unaudited and annual audited financial statements in accordance with GAAP and IFRS. Coordinating the preparation of annual audits with outside CPA firms, and computing partner allocations and producing capital account statements. Managing processes for delivering quarterly and annual investor reports and other ad-hoc communications. Calculating and distributing investor capital call and distribution notices, management fees, distribution waterfalls and carried interest, and responding to investor requests in a timely manner. Support the investment team through running and signing off on the allocation wheel, reviewing valuations and managing the valuation process, providing support for KYC/AML information and other documentation needed for new investments, understanding the structure of new investments, including the reporting and tax implications and reviewing legal agreements. Perform treasury management functions, including approving wire templates and wires, monitoring the Fund's cash positions and prepare cash projections as needed and managing the Fund's line of credit facilities, including arranging borrowings and repayment, quarterly compliance certificates, and reviewing of interest and unused fee calculations. Education and/or Work Experience Requirements: Must have a Bachelor's degree in Accounting, Finance, Business Administration, Economics, Management Science or a related field and 3 years of experience in the job offered or as an Accounting Manager, Audit Manager or related role. Full term of required experience must include: Reviewing financial statements for funds in alignment with GAAP and IFRS Utilizing private equity industry knowledge to review investment valuations Reviewing cash balances/projections and investment/fund level cash flow activities Collaborating with clients, or collaborating with auditors and fund administrators, to complete financial statement audits using GAAS Applying Accounting Reporting Standards, including ASC 820 (FAS 157), ASC 946 & ASC 740 Using knowledge of FIN48 and Valuation Methodologies to evaluate private equity investments Employing Securities & Exchange Commission (SEC) and Public Company Accounting Oversight Board (PCAOB) Standards Managing subordinate personnel Other Information: Direct applicants only. May work 100% remotely from anywhere within the USA. Salary is $171,000/year; 40 hrs/wk. This position is eligible for incentives pursuant to StepStone's Employee Referral Program. Job ID = 12312/ZW About us Working out of 26 offices in 15 countries, StepStone has a truly global viewpoint. As people are our biggest asset, we offer resources to help our employees reach their full potential. Our principles are based on integrity, transparency, respect and creativity, which together define how we do business. Join us When you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform. StepStone offers a competitive compensation package including salary and incentive compensation for all full time hires, as well as a comprehensive benefits package. Benefits We offer a range of benefits which include comprehensive healthcare, strong retirement plan, a mental health well-being program, paid time off, student loan repayment program for our US office locations, and several wellness initiatives. Disclaimer / Policy Statements At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups representing our dedication to Diversity, Equity & Inclusion. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone #LI-Hybrid
    $171k yearly 7d ago
  • VP Controller

    Grow Financial Federal Credit Union 4.1company rating

    Remote Controller, Vice President Job

    At Grow Financial Federal Credit Union, we believe in service - to our 300,000 members, 600 team members and local communities. We're not just your average bank. We're a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally. Our “work from where you do your best work” strategy provides flexibility to our team members - who currently reside across the U.S. - with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow - people, communities, money and dreams. Grow Financial is headquartered in Tampa, FL. For remote roles, candidates must be located in the following states: AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, KY, LA, MS, MO, MT, NE, NH, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY. Some of our Benefits/Perks: Medical/Dental/Vision Insurance Employee discount on loans Team members qualify for a discount on consumer loans. Tuition Reimbursement of up to $5,250 per year for full-time team members. Paid Time Off 15 days/year & over 10 Paid Holidays Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members. Retirement Benefits (401K) Grow matches up to 8% for team members. Growth Potential In-house training department dedicated to helping our team members reach their maximum potential. Responsibilities The VP Controller is responsible for leading the Accounting department and the operational accounting of the credit union, ensuring compliance with GAAP, reconciling general ledger accounts on a timely basis and providing timely and accurate financial and regulatory reporting to the Board, management, the NCUA, The Federal Reserve Bank and all other regulatory agencies. Supervises the Accounting Department in all of their functions. Leads monthly discussions with senior and executive management on key income statement and balance sheet variances and provides guidance for the accounting implications of proposed strategic initiatives. Oversees the monthly reconciliation process of all general ledger accounts to ensure their accuracy. Ensures proper internal controls are in place to avoid losses and protect member and credit union data Ensure compliance with all applicable policies and procedures. Oversight and ownership of quarterly Call Reports and annual audit. Reviews financial statements, reports on them to management and ensures that the financials are prepared in conformity with GAAP, regulatory requirements, and credit union policies and procedures. Reports all irregularities to the management immediately upon detection. Responsible for the budget for the Accounting department as well as the ongoing forecasting activities. Collaborates with and supports all areas of the credit union to achieve the organization's financial goals and objectives; specifically including all loan and deposit products, operating budget, forecasts, investments, asset liability management and liquidity. Coordinates the preparation of all financial documentation and reporting needed to comply with examinations by NCUA and financial statement audits. Qualifications REQUIRED SKILLS/EXPERIENCE: Bachelor of Science degree in Accounting from an accredited university required. CPA required. Ten years of progressive management experience required. Three to five years in public accounting required. Five years of experience at a financial institution required; banking or credit union experience preferred. Experience in financial reporting, analysis, budgeting, product cost formatting and profitability analysis, loan yield analysis, investment analysis, asset liability management and cash flow analysis preferred. Strong knowledge of- and direct experience with financial services regulatory requirements, including GAAP, FASB, SEC reporting, and Call Report preparation. Extensive experience, both direct and oversight, with CECL. High proficiency with Microsoft Excel, Power BI and PowerPoint required. PHYSICAL DEMANDS Must be able to sit for extended periods of time. Must be able to read, write, speak and type English. Must be able to hear and use a telephone. Use of computer requires repetitive keystrokes. WORK ENVIRONMENT This role is fully remote, with the option to work from our HQ or retail locations. Must be able to travel to Tampa, FL at least once a quarter. Apply online today! An Equal Opportunity Employer Minorities/Females/Veteran/Disabled #LI-Remote
    $124k-178k yearly est. 7d ago
  • Risk & Control Advisory - Vice President

    Sumitomo Mitsui Banking Corporation

    Remote Controller, Vice President Job

    Job Level: Vice President Job Function: Governance & Assurance Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $130,000.00 and $170,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description This Finance Control Oversight (FCO) Vice President (VP) role will support the review and completion of Finance wide operational risk management activities, including assistance with the internal controls over financial reporting (ICFR) assessment for financial and regulatory reporting across the Bank Holding Company (BHC) and New York Branch (SMBC New York Branch); as well as assist with the completion of testing requirements for the Risk and Control Self-Assessment (RCSA) process across the finance functions. The position is located at 200 Hudson Street, Jersey City, or 1 North Lexington Avenue, White Plains, NY 10601. The position may require some travel domestically between offices, including 277 Park Avenue, New York, NY 10172, but it is expected to be minimal (less than 10%). Responsibilities * Prepare the annual internal control assessments and work plans for the respective business areas. * Perform test of design and operating effectiveness of related internal controls throughout the year. * Perform the internal control report reviews and publish the results. * Prepare the quarterly internal control assessment updates and annual management internal control certification reports under COSO 2013 for financial and regulatory reporting processes. * Effectively manage the remediation of internal control design and operating effectiveness deficiencies. * Collaborate with Finance cross-functional teams to facilitate the execution control testing for RCSAs. * Participate in the design, enhancement, and execution of the RCSA program to provide support in identifying, assessing, monitoring, and escalating significant risks, issues, and concerns as part of risk assessments performed by the first and second lines of defense. * Analyze and document existing, or new, processes and controls, and identify opportunities for improvement. * Support the bank-wide coordination of the RCSA process in close collaboration with front line units to validate consistency with sound risk management standards, internal policy, and procedures. Qualifications and Skills * Bachelor's degree in finance, business, or a related field. * 10+ years of experience related to risk management, internal audit, or compliance in the financial services industry. * Professional certification(s) related to internal controls and auditing, such as CIA or CPA, is preferred. * Extensive knowledge/experience of process and control design and execution, risk assessment, and issue management. * Strong project management skills are a must, including the ability to work collaboratively across functional teams and coordinate goals with a variety of stakeholders. * Strong analytical skills and attention to detail. * Ability to work independently as well as within a group setting. * Excellent communication (both oral and written) and interpersonal skills, proficiency in Microsoft Office suite, especially Excel, Visio, and PowerPoint. Additional Requirements D&I Commitment Responsible for fostering a culture of diversity and inclusion, holding leaders accountable for creating an inclusive environment through awareness and practice of equity in recruiting, developing, and promoting diverse talent. SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SMBC provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com. Nearest Major Market: Jersey City Nearest Secondary Market: New York City
    $130k-170k yearly 7d ago
  • Risk & Control Advisory - Vice President (4493)

    SMBC

    Remote Controller, Vice President Job

    SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $130,000.00 and $170,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description This Finance Control Oversight (FCO) Vice President (VP) role will support the review and completion of Finance wide operational risk management activities, including assistance with the internal controls over financial reporting (ICFR) assessment for financial and regulatory reporting across the Bank Holding Company (BHC) and New York Branch (SMBC New York Branch); as well as assist with the completion of testing requirements for the Risk and Control Self-Assessment (RCSA) process across the finance functions. The position is located at 200 Hudson Street, Jersey City, or 1 North Lexington Avenue, White Plains, NY 10601. The position may require some travel domestically between offices, including 277 Park Avenue, New York, NY 10172, but it is expected to be minimal (less than 10%). Responsibilities Prepare the annual internal control assessments and work plans for the respective business areas. Perform test of design and operating effectiveness of related internal controls throughout the year. Perform the internal control report reviews and publish the results. Prepare the quarterly internal control assessment updates and annual management internal control certification reports under COSO 2013 for financial and regulatory reporting processes. Effectively manage the remediation of internal control design and operating effectiveness deficiencies. Collaborate with Finance cross-functional teams to facilitate the execution control testing for RCSAs. Participate in the design, enhancement, and execution of the RCSA program to provide support in identifying, assessing, monitoring, and escalating significant risks, issues, and concerns as part of risk assessments performed by the first and second lines of defense. Analyze and document existing, or new, processes and controls, and identify opportunities for improvement. Support the bank-wide coordination of the RCSA process in close collaboration with front line units to validate consistency with sound risk management standards, internal policy, and procedures. Qualifications and Skills Bachelor's degree in finance, business, or a related field. 10+ years of experience related to risk management, internal audit, or compliance in the financial services industry. Professional certification(s) related to internal controls and auditing, such as CIA or CPA, is preferred. Extensive knowledge/experience of process and control design and execution, risk assessment, and issue management. Strong project management skills are a must, including the ability to work collaboratively across functional teams and coordinate goals with a variety of stakeholders. Strong analytical skills and attention to detail. Ability to work independently as well as within a group setting. Excellent communication (both oral and written) and interpersonal skills, proficiency in Microsoft Office suite, especially Excel, Visio, and PowerPoint. Additional Requirements D&I Commitment Responsible for fostering a culture of diversity and inclusion, holding leaders accountable for creating an inclusive environment through awareness and practice of equity in recruiting, developing, and promoting diverse talent. SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SMBC provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.
    $130k-170k yearly 6d ago
  • Director, Business Controls - Job ID: 640

    Kapitus 4.1company rating

    Remote Controller, Vice President Job

    Job Details Remote, NJ Fully Remote Full Time $111,300.00 - $178,500.00 SalaryDescription The Director of Business Controls is a strategic leader responsible for identifying, assessing, and mitigating risks. This role will collaborate with internal business leaders to develop and implement effective risk management strategies and controls. The Director of Business Controls will lead a team of risk and control experts to implement processes and controls across the organization. Will be responsible for managing audits and ensuring compliance with regulatory requirements. What You'll Do: Risk Management Develop and implement enterprise-wide Risk and Control Self-Assessment (RSCA) frameworks with clear escalation paths. Ensure organizational risk exposures align with Kapitus' risk tolerance levels. Partner with Enterprise Risk Management (ERM) to design and deploy effective risk frameworks, processes, and supporting technologies. Lead and manage internal audits and regulatory exams, ensuring compliance with applicable standards. Monitor issue remediation, tracking, and closure while ensuring no significant weaknesses or gaps in controls. Team Leadership Hire, mentor, and develop a high-performing team, including business control analysts and a business intelligence control developer. Inspire a culture of accountability, transparency, and continuous improvement. Provide coaching and opportunities for both formal and informal professional development. Set expectations, evaluate performance, and manage compensation and career growth plans in collaboration with HR. Collaboration and Reporting Work closely with business leaders to strengthen controls and navigate complex environments. Train and educate teams on risk and control processes, including those with limited prior experience. Escalate critical risks to the Risk Management Business Risk Office and ERM leadership with actionable recommendations. Create and deliver compelling PowerPoint presentations to communicate findings, initiatives, and strategies to executive leadership. What We're Looking For: Bachelor's Degree in Business, Risk Management, or related field (Master's or MBA preferred). 5+ years of experience in Risk Management, Compliance, or Audit, ideally within a financial institution. Knowledge of the Sarbanes-Oxley Act and its key provisions. Familiarity with business controls design and systematic control creation. Strong understanding of risks within financial sales, underwriting, and collections processes. Advanced proficiency in PowerPoint and Excel. Preferred Skills: 5+ years of experience in Risk Management, Compliance, or Audit at a senior level. Proven track record of creating and implementing effective policies and procedures. Kapitus Total Rewards Package Includes: Competitive Base Salary Range of $111,300- 178,500 (Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience) Annual Incentive Compensation Eligibility - Up to 15% annually Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance , ensuring our employees have comprehensive protection without any personal expense. Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events. Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones. LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: Pet and car insurance discounts. Financial services such as LegalShield. Relaxation and stress management tools, including a fully covered annual subscription to The Calm App. Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life. Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities. Paid Time Off: Employees enjoy 120 Hours of Paid Time Off and can rollover up to 40 Hours to the following year, in addition employees receive 56 hours of Sick Time annually. Unused sick time does not expire; instead, it accumulates in a special accrual bank that never expires and can be utilized for FMLA needs or other approved leaves. Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence. Qualifications Please see above for qualifications.
    $111.3k-178.5k yearly 16d ago
  • Vice President, Control Room

    TD Bank 4.5company rating

    Remote Controller, Vice President Job

    New York, New York, United States of America **Hours:** 40 **Line of Business:** Compliance **Pay Detail:** $140,000 - $190,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Job Description:** We are seeking a Compliance professional to join our Control Room team in New York and is a hybrid in-office/work from home opportunity. **Responsibilities Include:** + Maintain the Firm's watch and restricted list on a regular basis. + Monitor interactions and communications between Research and Investment Banking. + Handle regulatory inquiries and conflict management. + Participate in regulatory exams and internal auditors. + Provide advice and guidance to business partners and make sound business decisions meeting clients' + needs. **Job Requirements and Qualifications:** + Bachelor's degree and 5-7+ years relevant experience. + Research clearance against Investment Banking transactions required. + A working knowledge of applicable FINRA rules, SEC rules and relevant industry standards. + Excellent verbal and written communication skills and strong professional demeanor. + Proven ability to work well on teams, showing initiative, a positive attitude, and a willingness to work + hard independently as well. + High level of ethical standards, integrity, and judgement. + Organized, self-motivated, detail and deadline oriented. + Ability to understand and analyze compliance issues and commercially provide effective tactical and + strategic solutions. + Securities licenses preferred but not required. + Willing to work flexible hours in hybrid in-office/work from home model and occasional weekends. + Highly proficient in Microsoft Office, including the ability to work comfortably within Excel. + Series 7 and 24 strongly preferred. The VP Compliance TDS oversees/leads a team(s) of specialists/professionals providing advice, guidance and expertise on regulatory requirements and assisting business units to manage their regulatory risk. **Depth & Scope:** + Works independently and is accountable for managing a specialized compliance area, business or function and leads a team of specialists + Subject matter expert for a functional area + Key contact for business management, regulators and external/internal auditors, dealing with non-routine information + Focuses on short to mid- range planning (e.g. 6-12 months) + Manages regulatory reviews including inquiries, audits, and exams **Education & Experience:** + Bachelors degree or progressive work experience + 5-7 Years of related experience The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are** TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $140k-190k yearly 60d+ ago
  • Chief Financial Operating Officer

    The Urban Alliance Foundation 3.7company rating

    Remote Controller, Vice President Job

    Job Details Senior Washington DC Office - Washington, DC $130,000.00 - $150,000.00 Salary/year Description Urban Alliance is seeking an experienced and strategic Chief Financial Operating Officer (CFOO) to lead our Finance, Human resources, Information technology, and Salesforce departments. This executive leadership role plays a crucial part in managing our operational effectiveness while ensuring the organization's long-term financial health, and alignment with our mission. The CFOO will oversee operations and the administration of a $15M nonprofit organization, leveraging a background in budgetary finance, strong operational and financial acumen to partner with, coach, and manage departmental leaders responsible for internal systems. The CFOO also works closely with regional Executive Directors to enhance organizational effectiveness and drive operational excellence across all regions. As a member of the senior leadership team, the CFOO reports directly to the CEO working 3 days a week in office based near UA's Washington DC office. ABOUT URBAN ALLIANCE Urban Alliance (UA) believes that all young people deserve equal access to the work experience, professional networks, and skills training needed to achieve economic mobility. For more than 25 years, UA has provided thousands of young adults from historically excluded communities with the skills, social capital, and career exposure needed to overcome systemic barriers to equal employment and economic mobility. UA is a bridge between young adults, employers, and schools that provides high school students with comprehensive soft skills and digital literacy training, paid internships with local employers, individualized mentoring and case management, and ongoing post-high school planning support. Qualifications Key Responsibilities: Chief Financial Operating Officer Finance Leadership: Oversee the organization's financial operations, including budgeting, forecasting, financial reporting, and cash flow management. Develop and implement financial strategies, policies, and procedures that support the organization's mission and strategic priorities. Ensure compliance with all federal, state, and local regulations, as well as accounting standards. Lead the preparation of financial reports and present the information for the board of directors, executive leadership, and external stakeholders. Manage relationships with auditors, external partners, and donors to ensure transparency and accountability in all financial operations. Provide financial analysis and recommendations to support decision-making by the executive team. Operational Leadership: Oversee the day-to-day operations of key departments, including Human Resources, Information Technology, and Salesforce, and Finance Drive operational efficiency and continuous improvement initiatives across the organization. Collaborate with department leaders to establish performance metrics, processes, and systems that optimize overall operations. Lead strategic initiatives to enhance organizational capacity, scalability, and effectiveness. Provide leadership and strategic direction to the human resources department, including talent acquisition, retention, training, performance management, and compliance. Work to foster a positive organizational culture that supports diversity, equity, and inclusion. Shape and refine the organization's people strategy, including the approaches to hiring, leadership development, and equity. Oversee process for position classification, compensation structures and ensure position descriptions are maintained. Ensure alignment between staffing levels and organizational needs, ensuring that HR practices reflect best practices in the nonprofit sector. Infrastructure Leadership Maintain 3-5year strategic plans, ensuring regular checks and balances, adjustments, and keeping the executive leadership abreast of all changes or pivots required. Provide strategic leadership and oversight to the IT department, ensuring that systems and technologies support organizational goals and enable efficiency. Manage the integration of new technologies and ensure the security, scalability, and sustainability of IT infrastructure. Oversee the use of Salesforce, ensuring it is fully leveraged to track key metrics, data and improve organizational processes. Lead the Salesforce department, ensuring the system is optimized for tracking program outcomes, donor relations, and overall data management. Collaborate with staff to identify opportunities for leveraging Salesforce to enhance operational and programmatic efficiency. Qualifications: Bachelor's degree in finance, business administration, or a related field (master's degree or CPA preferred). Minimum of 5 years of leadership experience at the senior leadership level or higher in financial management and operations, with a strong background in nonprofit or public sector organizations. Proven experience overseeing human resources, IT systems, and Salesforce management is a plus. Strong knowledge of financial regulations, nonprofit accounting standards, and budget management. Exceptional strategic thinking and problem-solving skills, with the ability to make data-driven decisions and provide actionable recommendations. Strong communication and interpersonal skills, with the ability to work effectively with diverse groups, including board members, staff, donors, and external partners. High proficiency in financial software, Salesforce and any experience with Sage Intact is a plus. Key Competencies: Strategic Vision: Ability to align operations with the mission and vision of the organization. Financial Acumen: Expertise in financial management, budgeting, and forecasting in a nonprofit context. Operational Excellence: Proven ability to optimize operational efficiency and scale organizational processes. Leadership & Collaboration: Strong ability to lead cross-functional teams and work collaboratively across departments. Adaptability & Innovation: Ability to drive change and introduce innovative solutions in a nonprofit environment. COMPENSATION AND BENEFITS At Urban Alliance one of our core values is taking care of each other, and this includes offering competitive benefits, paid time off, and options for remote work. The salary for this position is between $130,000 and $150,000 depending on experience with the potential for bonus based on budgetary confinements. In addition to having paid time off between December 25th and January 1st, we provide 18 days of paid time off (PTO) plus 10 paid federal holidays, 5 sick days, as well as birthday and diversity paid holidays. After 3 years of employment, additional PTO days are provided. Depending on the calendar, additional paid closure days and early closure days are established each year. Our benefits include a comprehensive health plan with 90% individual healthcare coverage for employees; 403(B) retirement plans with a 3% match; pre-tax commuter, health, and childcare benefits; and whole life insurance. VACCINATION As established by the Urban Alliance Board of Directors, all employees are required to receive a vaccination against COVID-19, unless a medical or religious reasonable accommodation is approved. If offered a job, the candidate must be able to prove that they have been vaccinated with one of the CDC-authorized vaccines, including either Pfizer-BioNTech, Moderna, or Johnson & Johnson / Janssen or request and be granted an accommodation before their start date. COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION Urban Alliance is a racial and social justice organization committed to creating a diverse, equitable, and inclusive workplace. Urban Alliance is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Applicants from all underrepresented groups, including people of color, members of the LGBTQ+ community, and DACA recipients are encouraged to apply.
    $130k-150k yearly 3d ago
  • Investment & Corporate Banking - COO Office, Financial Planning and Strategy Associate

    Mizuho Corporate Bank

    Remote Controller, Vice President Job

    Seeking an Associate, Financial Planning and Strategy to work in the Investment & Corporate Banking COO Office of Mizuho Banking Division. This position plays a key function in performing detailed strategic analysis as well as financial and market reporting for use by senior management. Summary Responsibilities: + Provide analytical support as a key member of strategic planning and reporting team. Develop financial models that are used to measure division's performance. Monitor revenue pipeline and project future revenues for the division. Prepare dashboards, key metrics and PL/BS statement + Lead aspects of CRM data management; maintain and ensure the data integrity of client records in Salesforce; Provide value-added reporting for client managers + Research, collect and maintain financial and operational data for benchmarking and performance ranking. Analyze historical market and financial performance trends and present findings + Use data and analysis to create and format PowerPoint presentations incorporating data tables, charts and design elements + Keep senior management updated on key market trends including deals in the market, news highlights and stock market performance + Provide ad-hoc analysis and work on strategic initiatives + Collaborate with other divisions, head office, and oversee branches to meet firm's financial reporting requirements Requirements: + Bachelor's degree in finance/accounting or other business discipline + 3-5 years of financial reporting experience in leading financial institutions (front office preferred) and/or experience in Big 4 public accounting + High proficiency with advanced Microsoft Excel and PowerPoint. Working knowledge Power BI and Microsoft Access a plus + Strong data reporting experience and knowledge in Salesforce, Dealogic, Bloomberg, Thomson Reuters, Capital IQ and Pitchbook + Attention to detail, strong quantitative skills, and high commitment to data accuracy + Working knowledge of investment and corporate banking and capital market products or strong interest in learning the industry + Demonstrate sense of urgency in meeting challenging deadlines and achieving goals + Ability to work independently and in teams with excellent written and verbal communication skills + Results-oriented; Strong work ethic OTHER/MISC: + Open office - collaborative team environment + After-hours work expected + Legally authorized to work in the United States NOTE: This is not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with this job. Additionally, the contents of this Job Description may be modified or expanded by the Bank over time. The expected base salary ranges from $80K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Other requirements Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. Roles in some of our departments have greater in-office requirements that will be communicated to you as part of the recruitment process . Company Overview Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill , Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit *********************** Mizuho Americas offers a competitive total rewards package. We are an EEO/AA Employer - M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and reserve the right to require pre- and post-hire drug testing as permitted by applicable law. #LI-MIZUHO
    $80k-130k yearly 3d ago
  • Investment & Corporate Banking - COO Office, Financial Planning and Strategy Associate

    Mizuho Financial Group

    Remote Controller, Vice President Job

    Seeking an Associate, Financial Planning and Strategy to work in the Investment & Corporate Banking COO Office of Mizuho Banking Division. This position plays a key function in performing detailed strategic analysis as well as financial and market reporting for use by senior management. Summary Responsibilities: * Provide analytical support as a key member of strategic planning and reporting team. Develop financial models that are used to measure division's performance. Monitor revenue pipeline and project future revenues for the division. Prepare dashboards, key metrics and PL/BS statement * Lead aspects of CRM data management; maintain and ensure the data integrity of client records in Salesforce; Provide value-added reporting for client managers * Research, collect and maintain financial and operational data for benchmarking and performance ranking. Analyze historical market and financial performance trends and present findings * Use data and analysis to create and format PowerPoint presentations incorporating data tables, charts and design elements * Keep senior management updated on key market trends including deals in the market, news highlights and stock market performance * Provide ad-hoc analysis and work on strategic initiatives * Collaborate with other divisions, head office, and oversee branches to meet firm's financial reporting requirements Requirements: * Bachelor's degree in finance/accounting or other business discipline * 3-5 years of financial reporting experience in leading financial institutions (front office preferred) and/or experience in Big 4 public accounting * High proficiency with advanced Microsoft Excel and PowerPoint. Working knowledge Power BI and Microsoft Access a plus * Strong data reporting experience and knowledge in Salesforce, Dealogic, Bloomberg, Thomson Reuters, Capital IQ and Pitchbook * Attention to detail, strong quantitative skills, and high commitment to data accuracy * Working knowledge of investment and corporate banking and capital market products or strong interest in learning the industry * Demonstrate sense of urgency in meeting challenging deadlines and achieving goals * Ability to work independently and in teams with excellent written and verbal communication skills * Results-oriented; Strong work ethic OTHER/MISC: * Open office - collaborative team environment * After-hours work expected * Legally authorized to work in the United States NOTE: This is not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with this job. Additionally, the contents of this Job Description may be modified or expanded by the Bank over time. The expected base salary ranges from $80K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Other requirements Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. Roles in some of our departments have greater in-office requirements that will be communicated to you as part of the recruitment process. Company Overview Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit *********************** Mizuho Americas offers a competitive total rewards package. We are an EEO/AA Employer - M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and reserve the right to require pre- and post-hire drug testing as permitted by applicable law. #LI-MIZUHO
    $80k-130k yearly 4d ago

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