Why Pear Suite?
Pear Suite is a mission-driven healthcare technology company transforming how community-based care is delivered. Our platform empowers community health workers, doulas, and other frontline providers with tools to coordinate care, track outcomes, and improve health equity. We partner with organizations serving Medicaid and Medicare populations, delivering social and preventive care at scale.
About the role
We're seeking a Head of Finance to build and lead our finance function. This is both a strategic and hands-on role: you'll guide financial planning, reporting, and decision-making while rolling up your sleeves to manage the day-to-day. You'll oversee one direct report and partner closely with our executive team to ensure strong financial health as we scale.
What you'll do
Lead all aspects of finance, including book keeping, FP&A, budgeting, and forecasting.
Partner with leadership to develop financial strategy, pricing models, and growth scenarios.
Oversee monthly close, financial reporting, and compliance requirements.
Manage cash flow, expenses, and vendor relationships.
Build scalable financial processes, tools, and controls appropriate for a high-growth SaaS startup.
Provide data-driven insights and dashboards to inform business decisions.
Mentor and manage one direct report, fostering professional development.
Serve as the go-to finance partner for cross-functional teams (sales, operations, people, product).
Qualifications
7+ years of progressive finance/accounting experience, ideally with startup or SaaS exposure.
Minimum 3 years of experience in healthcare or healthtech sectors.
Demonstrated success in optimizing revenue cycle management (RCM) and driving financial performance (strongly preferred).
Strong understanding of SaaS metrics (ARR, CAC, LTV, churn, etc.).
Proven success in FP&A, forecasting, and business partnering with leadership teams.
Experience with capital and debt financing strategies to support company growth.
Skilled in strategic Board of Director engagement, to include preparation and presentation of financial insights.
Experience managing small teams and developing direct reports.
Comfort balancing strategic thinking with hands-on execution.
Excellent communication skills-you can make finance clear and actionable for non-finance leaders.
CPA, CFA, or MBA is a plus.
What we offer
The compensation range for this position is $140,000-$180,000
A mission driven culture that values innovation, collaboration and growth
#J-18808-Ljbffr
$140k-180k yearly 1d ago
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Relationship Banker
Bank of America 4.7
Finance associate job in Everett, WA
Everett, Washington;Everett, Washington; Everett, Washington; Everett, Washington
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-36k yearly est. 5d ago
Structured Products Trader - SLC Management
Sun Life Financial 4.6
Finance associate job in Redmond, WA
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.
Visit our website to learn more and for the most up to date AUM information.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
Job Description:
Structured Products Trader - SLC Management
What is in it for you:
As a Structured Products Trader, you will be part of a collaborative US Insurance team that manages multiple portfolios of US fixed income assets with a focus on structured products to include MBS, CMBS, ABS and CLOs. The Director will be responsible for trading MBS, CMBS, ABS and CLOs for the institutional clients of SLC Management. A successful candidate is expected to be detail-oriented, self-motivated, intellectually curious and to possess strong analytical skills.
What You Will Do:
* Review and execute structured product trades in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
* Generate trade ideas to contribute to client portfolio outperformance.
* Execute trades across multiple product types.
* Communicate relative value opportunities to portfolio managers and serve as a subject matter expert for various structured products.
* Develop and maintain strong relationships with broker-dealers.
* Communicate effectively across the organization to develop and maintain close relationship with other traders, research analysts, portfolio management and finance to respond to client requests.
* Utilize analytical skills to leverage existing trading and portfolio management systems, with an eye towards improvements and increased efficiency.
* Support growth by working on prospective client portfolio reviews, finals presentations, etc.
What You Will Need to Succeed:
* 5+ years of related experience.
* Experience trading structured products, including CMBS, MBS, ABS and/or CLOs.
* Bachelor's degree or higher.
* Proficient in Bloomberg and Microsoft Office products.
Preferred Skills:
* CFA and/or master's degree.
* Proficient in Intex and Aladdin.
* Experience with PowerBI and programming languages is a plus.
For US based candidates the full compensation range is $105k - $171k.
Why SLC Management?
* Opportunity to work for a growing global institutional asset manager
* Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
* Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
* A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
* The opportunity to move along a variety of career paths with amazing networking potential
* Award winning workplace culture - Great Place to Work Certified in Canada and the U.S., "Best Places to Work in Money Management" by Pension & Investments, "Top 10" employer by the Boston Globe's "Top Places to Work" two years running
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.
Job Category:
Public Fixed Income Management
We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
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.
We do not require or administer lie detector tests as a condition of employment or continued employment.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
$105k-171k yearly Auto-Apply 7d ago
Future Positions
Masterworks 3.5
Finance associate job in Poulsbo, WA
Masterworks is always seeking talented people to join our team. If you are interested in being considered for a future position please complete the candidate process by applying to this posting. If there is a current position you are interested in please apply directly for that role by clicking on the job title, listed on our website.
Questions can be sent to hr@masterworks.agency.
Functional areas within Masterworks:
Administration
Data Analytics
Data Production
Client Services
Creative
Digital Media
Digital & Print Production
Finance
Media
Project Management
Requirements:
Varies by role
$66k-109k yearly est. 60d+ ago
Junior Football Trader
Betting Jobs
Finance associate job in Seattle, WA
BettingJobs is currently seeking a Junior Football Trader for a leading sportsbook in their London office. The Junior Football Trader role is a unique opportunity to join a forward-thinking and progressive sportsbook during a period of rapid growth. This role would be well-suited to a recent graduate in Mathematics, Statistics or a related discipline with a passion for football and a strong knowledge of sports betting.
Responsibilities:
* Pricing and trading football matches.
* Creating the best possible level of football trading service by releasing prices early and keeping in-play markets live wherever possible.
* Creating the most accurate prices possible.
* Monitoring liabilities and moving prices based on team news, customer activity and competitor market moves.
* Assisting the Customer Services Team by dealing with escalated queries.
* Accurately building and settling markets.
Requirements:
* Hold a strong degree in a quantitative subject.
* Passionate about Football and possess an extensive knowledge in all aspects of the sport.
* Work to a very high level and remain calm in a pressured environment.
* Very numerate with a sharp betting/trading brain.
* Have an interest in football betting markets.
* Be prepared to work early/late/night shifts to tie in with when the live Football matches are taking place.
$59k-97k yearly est. 2d ago
Entry Level Banking Training Opportunity
Year Up United 3.8
Finance associate job in Kent, WA
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.
The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Microsoft, Accenture, Salesforce, or Seattle Children's Hospital among other leading organizations in the Seattle/Bellevue Washington area.
Are you eligible?
You can apply to Year Up United if you are:
- A high school graduate or GED recipient
- Eligible to work in the U.S.
- Available Monday-Friday throughout the duration of the program
- Highly motivated to learn technical and professional skills
- Have not obtained a Bachelorʼs degree
- You may be required to answer additional screening questions when applying
What will you gain?
Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.
In-depth classes include:
- Application Development
- Banking
- Business Operations
- IT Support
- Project Management
- Data Analytics
- Network Security & Support
Get the skills and opportunity you need to launch your professional career.
75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
PandoLogic. Category:General, Location:Kent, WA-98030
$34k-39k yearly est. 21h ago
Personal Financial Representative
Salal Credit Union 4.0
Finance associate job in Seattle, WA
Salal Credit Union of Seattle, WA is looking to hire full-time Personal Financial Representatives to provide quality customer service to our members at our Northgate location. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer, service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on!
Location:
A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE
As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members.
In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position!
QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE
Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking.
1+ years of successful sales and customer service experience is desired.
Ability to interact positively with co-workers, management, and the public.
Ability to pair sales skills with a service mindset.
Willingness to proactively sell our products and services.
Excellent customer service skills.
Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union!
Compensation and Benefits offered:
Competitive base salary of $19.98 - $27.97 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $23.00 - $25.50.
Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary.
Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions.
15 days of vacation.
12 days of sick time.
2 floating holidays per year (eligible for use after 90 days of employment).
Paid holidays in accordance with the Federal Reserve calendar.
Tuition reimbursement.
401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment.
Charitable contribution matching.
Monthly transportation subsidy for employees that qualify.
Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee.
Expanded details about our benefit offerings can be found at the following link: ************************************************
WORK SCHEDULE
This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30am- 2:30pm on Saturdays.
READY TO JOIN OUR TEAM?
We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
Salal Credit Union participates in E-Verify
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the Credit Union. Information about NMLS and registration requirements of registration can be found at: ********************************************************************* - *********************************************************************
If you have any questions about this process, please contact our Talent Acquisition Team at ******************* - mailto:*******************.
$20-28 hourly Easy Apply 60d+ ago
Financial Analyst
Collabera 4.5
Finance associate job in Redmond, WA
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
The IT Finance team for our Client is seeking a
Financial Analyst
that is an expert in Excel modeling and reporting functions. This team supports the company CIO's organization. You will be generating reports, creating forecast and budget templates, consolidating data.
On a daily basis you will be working on the journal entries, monthly reporting and hierarchy management. On a Quarterly basis you will be deeply involved in the budget cycle. During the fiscal year rollover you will be creating reports and forecast set up.
Qualifications
• Experience utilizing
internal financing tools
•
Reporting analytics
experience
• Enterprise-level experience would be ideal for sponsor
• 3-5 years of deep Excel, reporting and modeling experience, including experience with
Pivot Tables
and
Vlookup
formulas
• Planning and reporting experience (high tech is preferable to non-high tech roles)
• Full understanding of
PO
processing
Additional Information
To get further details on this or to be considered for this role please contact:
Blair Ballard
************
******************************
$75k-106k yearly est. Easy Apply 1d ago
Personal Financial Representative (Personal Banker)
Gesa Credit Union
Finance associate job in Puyallup, WA
Take a leap and join our team!
At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About - Gesa Credit Union
Role Summary:
The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
What You Will Be Doing:
Provide exceptional member service to all whom we serve.
Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership.
Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures.
Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate.
Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships.
Ensure branch equipment is always working properly and escalates non-repairable issues to leadership.
Assist non-members with establishing membership.
Accurately take consumer lending applications.
Review credit reports for concerns and obtains approvals and submit loan documentation.
Close loans and effectively communicates with members regarding the next steps.
Discusses IRAs and HSAs with members and non-members and meets predetermined goals.
Process international and domestic requests.
Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.
Observe and monitor cash activity to ensure the branch and team members are following established cash limits.
Opens consumer deposit accounts and performs consumer account maintenance.
Places cash and supply orders, balances vault cash, and maintains ATMs.
Review and process overrides/approvals within authority while minimizing risk.
Mentor and help train new Member Service Associates (MSAs)
Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports.
Fluidly transition between tasks as an MSA or Sr. MSA.
Perform transactions and service requests on member accounts in an accurate and timely manner.
Accurately follow all cash handling procedures and balance your cash drawer at the end of every day.
Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act.
Assist members with Digital Banking enrollment, navigation, resets, and maintenance.
Assist members with complex and sensitive fraud disputes.
About You:
Professional written and verbal communication.
Make sound decisions that minimizes risk in a timely manner.
Ability to ask open-end and clarifying questions to understand member needs and deepen relationships.
Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership.
Respect and support all areas of diversity in the workplace and our membership.
Complete assigned training programs in timely and accurate manner.
Participate in and support a team environment.
Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
Exercises the utmost discretion and sensitivity when assisting with member transactions.
Qualifications
What You Will Need:
Education: High School Degree (or equivalent) required.
Experience:
Sales/relationship building experience required.
Cash handling experience preferred.
At least one year of customer service experience preferred.
Demonstrate and support credit union values and service standards.
Attend and engage in community events on behalf of the credit union.
Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements.
Demonstrate a high level of personal integrity and ethics.
Report for work on time and maintain a schedule of regular attendance.
Some travel may be required.
Proficient with varying levels of technology.
Notary Public.
Our Team Member Value Proposition:
In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:
Competitive Pay
Medical, Dental, Vision, and Life Insurance
20 days/year accrual of Paid Time Off - Plus 10 Paid Holidays!
401(k) Match
Incentive Program
Tuition Assistance and Student Loan Repayment
Commuter Benefits
Paid Time Off to Volunteer in the Community
Product discounts
Engaging Work Environment
Rewards and Recognition Programs
Full Salary Range:
$19.50 - $31.76
*While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!"
Get wise to what's possible with a career at Gesa. Join us!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at ************** or *************** to request an accommodation.
Gesa Credit Union reserves the right to revise or change the as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.
Selected candidate(s) must be able to pass a pre-employment credit/background check.
Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.
Equal Employment Opportunity (gesa.com)
$19.5-31.8 hourly 17d ago
Summer Finance Intern
Truveta
Finance associate job in Seattle, WA
Truveta is the world's first health provider led data platform with a vision of Saving Lives with Data. Our mission is to enable researchers to find cures faster, empower every clinician to be an expert, and help families make the most informed decisions about their care. Achieving Truveta' s ambitious vision requires an incredible team of talented and inspired people with a special combination of health, software and big data experience who share our company values.
This position is based out of our headquarters in the Greater Seattle area. #LI-hybrid
Who We Need
Truveta is rapidly building a talented and diverse team to tackle complex health and technical challenges. Beyond listed below, we are looking for team-oriented, passionate, collaborative, and dependable teammates, who proactively look for opportunities to jump in, roll up their sleeves, and make a difference. If you are interested in the opportunity to pursue purposeful work, join a mission-driven team, and build a rewarding career while having fun, Truveta may be the perfect fit for you.
This Opportunity
As a Finance Intern, you will help support our Finance team in key financial and operational initiatives. You will work closely with senior leaders to help analyze financial data, assist with budgeting, support financial reporting processes, and engage in various aspects of financial operations. We are looking for someone with a positive, proactive attitude, comfortable with ambiguity, and able to thrive in a fast-paced startup environment.
You Will:
* Assist with preparing financial reports, presentations, and analysis for senior leadership
* Support the preparation and maintenance of financial models, including budgeting and forecasting processes
* Assist with the management of financial data and contribute to financial audits and compliance efforts
* Support tracking and reporting of key performance indicators (KPIs) for financial performance
* Help with the preparation and review of expense reports and invoices
* Collaborate with cross-functional teams to gather data and provide financial insights for key projects
* Complete other duties as assigned
Key Qualifications include:
* Degree in Finance, Accounting, Business, Economics, or related field (or pursuing one)
* Previous internship experience in finance, accounting, or a similar role is preferred
* Strong proficiency in MS Office, particularly Excel (advanced skills in Excel preferred)
* Excellent analytical, problem-solving, and critical-thinking skills
* Outstanding communication and interpersonal skills
* Strong organizational and time management skills
* Ability to handle multiple tasks and prioritize effectively in a fast-paced environment
* A proactive attitude and eagerness to learn and contribute to team success
* Willingness to be present in the office at least 4 days per week
Why Truveta?
Be a part of building something special. Now is the perfect time to join Truveta. We have strong, established leadership with decades of success. We are well-funded. We are building a culture that prioritizes people and their passions across personal, professional and everything in between. Join us as we build an amazing company together.
We offer:
* Monthly stipend of $1,800
* Company-issued laptop and equipment
* Opportunities for future full-time positions
Truveta is committed to creating a diverse, inclusive, and empowering workplace. We believe that having employees, interns, and contractors with diverse backgrounds enables Truveta to better meet our mission and serve patients and health communities around the world. We recognize that opportunities in technology historically excluded and continue to disproportionately exclude Black and Indigenous people, people of color, people from working class backgrounds, people with disabilities, and LGBTQIA+ people. We strongly encourage individuals with these identities to apply even if you don't meet all of the requirements.
Please note that all applicants must be authorized to work in the United States for any employer as we are unable to sponsor work visas or permits (e.g. F-1 OPT, H1-B) at this time. We appreciate your interest in the position and encourage you to explore future opportunities with us.
$31k-39k yearly est. Auto-Apply 38d ago
Financial Analyst
Mindful Support Services 4.2
Finance associate job in Mountlake Terrace, WA
About the Company
We are a mental health organization focused on business-to-business support services for independent therapy and psychiatric private practices. We provide administrative and organizational services to simplify the processes of lead-generation, marketing, billing, and collecting payments from patients and insurers. Our teams support over 2,300 mental health providers in 19 locations and via tele-health across 6 states.
We have built the Mindful Therapy Group brand from the ground up with over 14 years of dedication to solving the complex processes of the healthcare landscape in innovative ways, creating a platform geared toward growth, and working to meet our mission of creating improved access to high-quality mental healthcare.
Who You Are
Strategic Thinker: Skilled in analyzing multiple scenarios and making data-supported recommendations.
Positive Energy: Optimistic about the future and determined to get there.
Direct Communicator: Active communicator and eager listener, comfortable with candid feedback.
Adaptable: Excited by change and able to pivot on the fly.
Can-Do Attitude: Empowered by owning problems and taking responsibility.
Team Player: Embraces being pushed out of your comfort zone and values team strength.
Role Overview
Mindful Support Services is actively seeking a proactive, detail-oriented Financial Analyst who thrives in a professional, fast-paced environment.As a key Finance employee, the Financial Analyst will be responsible for financial reporting, forecasting and budgeting, and other financial modeling. This is a great position for someone who enjoys analyzing business performance to support senior management in making meaningful tactical and strategic decisions.
Responsibilities:
Financial Reporting & Close
Prepare and review monthly, quarterly, and annual financial reports in accordance with GAAP and internal policies
Lead monthly revenue calculation and analysis process working cross-functionally with accounting and payments teams
Partner with accounting to ensure data integrity, consistency, and accuracy across financial statements
Provide superior and timely customer service in responding to internal and external financial and payments-related inquiries.
Support the monthly close process, including journal entries, account reconciliations, variance analysis, and management reporting
Contribute to the development and improvement of financial reporting processes, controls, and documentation
Financial Analysis & Decision Support
Perform detailed variance analysis versus budget, forecast, and prior periods, identifying key drivers and trends
Develop and maintain financial models to support operational and strategic decision-making
Provide actionable insights to finance leadership and cross-functional partners through clear, concise analysis and storytelling
Support evaluation of new initiatives, investments, and growth opportunities
Budgeting & Forecasting
Play a key role in the annual budgeting and periodic forecasting processes
Collaborate with department leaders to understand assumptions, drivers, and risks
Analyze forecast accuracy and continuously refine planning models and methodologies
Ad Hoc & Special Projects
Lead and support ad hoc analytical projects related to growth, efficiency, profitability, and operational performance
Assist with system implementations, reporting enhancements, and data automation initiatives
The responsibilities described are not intended to be a comprehensive list of requirements for this job. Responsibilities, duties, and activities may change at any time with or without notice.
Requirements
Qualifications:
Bachelor's degree with a focus in finance, accounting, economics or related field; MBA or advanced degree a plus
2-5+ years of financial planning and analysis experience including financial reporting and budgeting experience
Excellent analytical, decision-making, and problem-solving skills
Self-starter with the ability to set and balance priorities, work independently, and take ownership
Attention to accuracy and detail
Great interpersonal and communication skills, both oral and written
Intermediate to Advanced knowledge of the Microsoft Office Suite, especially Excel and PowerPoint
Experience with ERP systems (e.g. Sage, NetSuite) and/or data visualization (e.g. Power BI, Tableau) a plus
Experience with medical or mental health industry is a plus
Benefits
Compensation and Benefits:
75% employer covered Health, Dental & Vision benefits plan
401(k) savings plan with employer matching upon eligibility
8 paid holidays
15 PTO days accrued annually in first year
Professional and career development opportunities
Compensation evaluated with opportunities for advancement
Job Type: Full-time
Pay: $85,000.00 - $100,000 per year
$85k-100k yearly Auto-Apply 37d ago
Financial Analyst - Social Sciences 2
University of Washington 4.4
Finance associate job in Seattle, WA
Be part of something extraordinary. The College of Arts & Sciences at the University of Washington is where groundbreaking research meets artistic expression. Who We Are The College of Arts & Sciences stands at the heart of UW Seattle, encompassing: * 43 departments and centers across Arts, Humanities, Social Sciences, and Natural Sciences
* Over 1,400 brilliant faculty members pushing boundaries in their fields
* $120 million in annual research funding fueling innovation
* Two world-class museums and a premier performance hall
* 24,600+ students whose education you'll help support
Click here to see more about the exceptional community of leaders and learners we support in the College of Arts and Sciences.
Your Opportunity
As a Financial Analyst in our College Business Office, you'll directly impact the success of a cohort of Social Sciences units while developing expertise in cutting-edge financial systems like Workday, Adaptive Planning, and Financial Cubes. This position will support the following departments and programs:
* Department of Geography
* Department of History
* Department of Law, Societies & Justice
* Department of Political Science
* Disability Studies program
* Center for Labor Studies
Reporting to the Director of Planning and Budgeting, you'll:
* Transform complex financial data into actionable insights for department leaders
* Partner with HR Managers to ensure seamless payroll operations
* Manage critical budgets that support world-changing research and education
* Join a supportive team that will guide you through the fascinating fiscal landscape of higher education
Why UW?
Beyond the satisfaction of meaningful work, you'll enjoy:
* Outstanding benefits and work-life balance
* Professional growth opportunities in a prestigious institution
* A vibrant campus environment celebrated for its diversity and natural beauty
* The chance to change lives across Washington state and beyond
Are You Ready?
If you're a highly organized, energetic professional who thrives on financial challenges and teamwork, we're looking for you. Join us as we continue to innovate and excel in the dynamic world of higher education finance.
DUTIES & RESPONSIBILITIES
* (40%) Run and analyze a variety of Workday-based reports and review with department and their unique revenue portfolios on a regular basis. Run earnings and actuals twice a month for each unit to ensure salary, wages and related tuition charges are posting to the correct FDM values for the units. Run R1300.5 monthly and use as a 'jumping off point' to search for variance and run additional reports as necessary. Run reports for grants, gifts, programs and stand-alone grant tags on a cadence requested by the chair or other faculty members. As necessary initiate the process for correcting journal entries via the College's Shared Environment . Serve as Cost Center manager for a portfolio of four departments. Ensure that requests for reimbursements, purchases and other expenditures are using correct FDM values.
* (40%) Submit, update and revised the Adaptive plan for four departments. Work with department leaders to create spend plans for various revenue streams. Enter and update five year plan in Adaptive each Autumn. Create recasts each new fiscal year. Use reports in Adaptive to ensure actual spend matches plan and identify variances. Create ad-hoc forecasts for department leaders, supervisor or Divisional Deans as requested
* (20%) Ensure that HR Manager, department front line staff and faculty have appropriate FDM values for costing allocations, travel reimbursements, etc.
Minimum Requirements:
* Bachelor's Degree in Finance, Economics or related field*
* Minimum of four years of experience in finance, accounting and yearly financial planning
Additional Requirements
* Advanced excel skills including pivot table, V-Lookup
* Experience with data cubes
* Demonstrated attention to detail
* Demonstrate ability to communicate complex ideas to audiences that are not finance experts
* Demonstrated problem solving skills
* Equivalent experience can substitute for degree requirement
Desired Qualifications:
* Curiosity and imagination
* Enjoys puzzles
* Able to deal with ambiguity
Compensation, Benefits and Position Details
Pay Range Minimum:
$75,600.00 annual
Pay Range Maximum:
$84,000.00 annual
Other Compensation:
* Benefits:
For information about benefits for this position, visit ******************************************************
Shift:
First Shift (United States of America)
Temporary or Regular?
This is a regular position
FTE (Full-Time Equivalent):
100.00%
Union/Bargaining Unit:
Not Applicable
About the UW
Working at the University of Washington provides a unique opportunity to change lives - on our campuses, in our state and around the world.
UW employees bring their boundless energy, creative problem-solving skills and dedication to building stronger minds and a healthier world. In return, they enjoy outstanding benefits, opportunities for professional growth and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits and natural beauty.
Our Commitment
The University of Washington is committed to fostering an inclusive, respectful and welcoming community for all. As an equal opportunity employer, the University considers applicants for employment without regard to race, color, creed, religion, national origin, citizenship, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, genetic information, disability, or veteran status consistent with UW Executive Order No. 81.
To request disability accommodation in the application process, contact the Disability Services Office at ************ or **********.
Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law.
$75.6k-84k yearly 12d ago
Finance Specialist - Student Services
Muckleshoot Indian Tribe 4.3
Finance associate job in Auburn, WA
Under the supervision of the Financial Aid Manager, this position will assist with the Muckleshoot Tribal Private School Assistance Program, Graduation Travel payments, and Scholarship Program. MAJOR TASKS AND RESPONSIBILITIES Manages and supervises assigned operations to achieve program goals. High ability to solve problems. Assist with educating people about the Private School Assistance Program. Responds quickly and in a positive way, to public inquiries about the Private School Assistance Program through face-to-face meetings with students, answering telephone calls immediately, and communicating through written correspondence via email and/or written letters. Provides high level of customer service to students, staff, community, and vendors. Provide high level of technical skills; proficient in Microsoft Office Suite Programs. Provides program policy direction on the Private School Assistance program and Graduation Travel. Prepares a variety of studies, reports, and related information for decision-making purposes. Provides quarterly reports to the Financial Aid Manager. Processes weekly fees, travel expenses and incentive payments. Submits to Financial Aid Manager for approval. Creates and maintains student files through multiple systems and data bases. Communicates with students on their Assistance status. Provides support to students. Provide high level of student services: meet with students, talk on the phone with students, create new student support meetings/clubs/tutoring, and email. Participates and coordinate event planning. Works with Financial Aid Manager to manage communications with applicants, funded students, and institutions. Strong desire to work with post-secondary institutions. Because of the Tribe's commitment to community service and the well-being of its members, each employee may be expected to perform a wide range of office and field duties from time to time. Such duties may or may not be related to their regular responsibilities.
EDUCATION - EXPERIENCE AND TRAINING FOR POSITION
Associate's degree in finance, business, education, or a related field. Four (4) years' experience working in a business, finance, education, or related field, may be considered in lieu of education requirement.
SPECIFIC SKILLS/KNOWLEDGE/ABILITIES REQUIRED FOR POSITION
Skilled in: Customer service; talking with people; high problem solving skills; willingness to work as a team; managing change effectively; managing employees; maintaining mature attitude; maintaining self-control; motivating, developing, and effectively interacting with a diverse group of people; communicating effectively verbally and in writing; using logic and reasoning; problem-solving; making presentations before groups; planning and managing projects; preparing and maintaining accurate records; using standard office equipment and personal computer, including pertinent software applications.
Knowledge of: Supervisor principles and techniques; accounting/budgeting principles and techniques; conflict resolution and problem solving techniques; scholarship/financial aid processes; marketing techniques and principles; mathematics; the English language including composition and grammar; human behavior and performance; Native American culture and history.
Ability to: Maintain confidentiality; maintain a positive attitude and work ethic; be a positive role model for students; effectively communicate information and ideas, both written and verbal; comprehend information, both written and verbal; form culturally competent, non-judgmental, supportive and empowering relationships with culturally diverse individuals; gather and interpret data, reach logical conclusions, and present findings and recommendations; use independent judgment; work independently; work cooperatively as a member of a team and in a professional manner; organize activities and coordinate groups of people.
PHYSICAL REQUIREMENTS
The working conditions described herein are representative of those that must be met by an employee to successfully perform the essential duties of this class. The employee is continuously required to sit, talk, hear and use hands to finger, handle, or feel objects, tools or controls. The employee is frequently required to drive a motor vehicle. The employee is occasionally required to stand, walk, climb, bend at the waist, kneel, grasp objects with the fingers, and reach with hands and arms. The employee must occasionally push/pull up to 10 pounds.
Specific vision abilities required by this job include close vision and the ability to adjust focus. While performing the duties of this job, the employee may occasionally work outside and be exposed to excessive noise. The noise level in the work environment is usually moderately quiet.
Licenses or Certifications Required
Current and valid Washington state driver's license is required at time of appointment or at a time set by the Tribe.
$33k-38k yearly est. Auto-Apply 4d ago
Relationship Banker
Bank of America 4.7
Finance associate job in Sammamish, WA
Sammamish, Washington;Sammamish, Washington; North Bend, Washington
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*****************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-36k yearly est. 5d ago
Future Positions
Masterworks 3.5
Finance associate job in Poulsbo, WA
Job DescriptionSalary:
Masterworks is always seeking talented people to join our team. If you are interested in being considered for a future position please complete the candidate process by applying to this posting. If there is a current position you are interested in please apply directly for that role by clicking on the job title, listed on our website.
Questions can be sent to hr@masterworks.agency.
Functional areas within Masterworks:
Administration
Data Analytics
Data Production
Client Services
Creative
Digital Media
Digital & Print Production
Finance
Media
Project Management
Requirements:
Varies by role
$66k-109k yearly est. 1d ago
Personal Financial Representative / Universal Banker
Salal Credit Union 4.0
Finance associate job in Seattle, WA
Job Description
Salal Credit Union of Seattle, WA is looking to hire full-time Personal Financial Representatives to provide quality customer service to our members at our Northgate location. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer, service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on!
Location:
A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE
As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members.
In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position!
QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE
Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking.
1+ years of successful sales and customer service experience is desired.
Ability to interact positively with co-workers, management, and the public.
Ability to pair sales skills with a service mindset.
Willingness to proactively sell our products and services.
Excellent customer service skills.
Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union!
Compensation and Benefits offered:
Competitive base salary of $19.98 - $27.97 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $23.00 - $25.50.
Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary.
Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions.
15 days of vacation.
12 days of sick time.
2 floating holidays per year (eligible for use after 90 days of employment).
Paid holidays in accordance with the Federal Reserve calendar.
Tuition reimbursement.
401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment.
Charitable contribution matching.
Monthly transportation subsidy for employees that qualify.
Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee.
Expanded details about our benefit offerings can be found at the following link: ************************************************
WORK SCHEDULE
This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30am- 2:30pm on Saturdays.
READY TO JOIN OUR TEAM?
We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
Salal Credit Union participates in E-Verify
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the Credit Union. Information about NMLS and registration requirements of registration can be found at: ********************************************************************* - *********************************************************************
If you have any questions about this process, please contact our Talent Acquisition Team at ******************* - mailto:*******************.
Job Posted by ApplicantPro
$20-28 hourly Easy Apply 7d ago
Financial Analyst
Collabera 4.5
Finance associate job in Redmond, WA
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
The IT Finance team for our Client is seeking a Financial Analyst that is an expert in Excel modeling and reporting functions. This team supports the company CIO's organization. You will be generating reports, creating forecast and budget templates, consolidating data.
On a daily basis you will be working on the journal entries, monthly reporting and hierarchy management. On a Quarterly basis you will be deeply involved in the budget cycle. During the fiscal year rollover you will be creating reports and forecast set up.
Qualifications
• Experience utilizing internal financing tools
• Reporting analytics experience
• Enterprise-level experience would be ideal for sponsor
• 3-5 years of deep Excel, reporting and modeling experience, including experience with Pivot Tables and Vlookup formulas
• Planning and reporting experience (high tech is preferable to non-high tech roles)
• Full understanding of PO processing
Additional Information
To get further details on this or to be considered for this role please contact:
Blair Ballard
************
******************************
$75k-106k yearly est. Easy Apply 60d+ ago
Financial Analyst
Mindful Support Services 4.2
Finance associate job in Mountlake Terrace, WA
About the Company We are a mental health organization focused on business-to-business support services for independent therapy and psychiatric private practices. We provide administrative and organizational services to simplify the processes of lead-generation, marketing, billing, and collecting payments from patients and insurers. Our teams support over 2,300 mental health providers in 19 locations and via tele-health across 6 states.
We have built the Mindful Therapy Group brand from the ground up with over 14 years of dedication to solving the complex processes of the healthcare landscape in innovative ways, creating a platform geared toward growth, and working to meet our mission of creating improved access to high-quality mental healthcare.
Who You Are
* Strategic Thinker: Skilled in analyzing multiple scenarios and making data-supported recommendations.
* Positive Energy: Optimistic about the future and determined to get there.
* Direct Communicator: Active communicator and eager listener, comfortable with candid feedback.
* Adaptable: Excited by change and able to pivot on the fly.
* Can-Do Attitude: Empowered by owning problems and taking responsibility.
* Team Player: Embraces being pushed out of your comfort zone and values team strength.
Role Overview
Mindful Support Services is actively seeking a proactive, detail-oriented Financial Analyst who thrives in a professional, fast-paced environment.As a key Finance employee, the Financial Analyst will be responsible for financial reporting, forecasting and budgeting, and other financial modeling. This is a great position for someone who enjoys analyzing business performance to support senior management in making meaningful tactical and strategic decisions.
Responsibilities:
Financial Reporting & Close
* Prepare and review monthly, quarterly, and annual financial reports in accordance with GAAP and internal policies
* Lead monthly revenue calculation and analysis process working cross-functionally with accounting and payments teams
* Partner with accounting to ensure data integrity, consistency, and accuracy across financial statements
* Provide superior and timely customer service in responding to internal and external financial and payments-related inquiries.
* Support the monthly close process, including journal entries, account reconciliations, variance analysis, and management reporting
* Contribute to the development and improvement of financial reporting processes, controls, and documentation
Financial Analysis & Decision Support
* Perform detailed variance analysis versus budget, forecast, and prior periods, identifying key drivers and trends
* Develop and maintain financial models to support operational and strategic decision-making
* Provide actionable insights to finance leadership and cross-functional partners through clear, concise analysis and storytelling
* Support evaluation of new initiatives, investments, and growth opportunities
Budgeting & Forecasting
* Play a key role in the annual budgeting and periodic forecasting processes
* Collaborate with department leaders to understand assumptions, drivers, and risks
* Analyze forecast accuracy and continuously refine planning models and methodologies
Ad Hoc & Special Projects
* Lead and support ad hoc analytical projects related to growth, efficiency, profitability, and operational performance
* Assist with system implementations, reporting enhancements, and data automation initiatives
The responsibilities described are not intended to be a comprehensive list of requirements for this job. Responsibilities, duties, and activities may change at any time with or without notice.
$59k-96k yearly est. 39d ago
Financial Analyst - Social Sciences 2
University of Washington 4.4
Finance associate job in Seattle, WA
**Be part of something extraordinary.** The College of Arts & Sciences at the University of Washington is where groundbreaking research meets artistic expression. **Who We Are** The College of Arts & Sciences stands at the heart of UW Seattle, encompassing:
+ 43 departments and centers across Arts, Humanities, Social Sciences, and Natural Sciences
+ Over 1,400 brilliant faculty members pushing boundaries in their fields
+ $120 million in annual research funding fueling innovation
+ Two world-class museums and a premier performance hall
+ 24,600+ students whose education you'll help support
Click here (*********************************************************************************************** KEJiMtM58KUEcVT11aL5WVZ0WKjBfVfwi928rJtK8bJkJ1CVk4VfMN2-GzYfs1x\_fC5-Ll19\_Q$) _to see more about the exceptional community of leaders and learners we support in the College of Arts and Sciences._
**Your Opportunity**
As a **Financial Analyst** in our College Business Office, you'll directly impact the success of a cohort of Social Sciences units while developing expertise in cutting-edge financial systems like Workday, Adaptive Planning, and Financial Cubes. This position will support the following departments and programs:
+ Department of Geography
+ Department of History
+ Department of Law, Societies & Justice
+ Department of Political Science
+ Disability Studies program
+ Center for Labor Studies
Reporting to the Director of Planning and Budgeting, you'll:
+ Transform complex financial data into actionable insights for department leaders
+ Partner with HR Managers to ensure seamless payroll operations
+ Manage critical budgets that support world-changing research and education
+ Join a supportive team that will guide you through the fascinating fiscal landscape of higher education
**Why UW?**
Beyond the satisfaction of meaningful work, you'll enjoy:
+ Outstanding benefits and work-life balance
+ Professional growth opportunities in a prestigious institution
+ A vibrant campus environment celebrated for its diversity and natural beauty
+ The chance to change lives across Washington state and beyond
**Are You Ready?**
If you're a highly organized, energetic professional who thrives on financial challenges and teamwork, we're looking for you. Join us as we continue to innovate and excel in the dynamic world of higher education finance.
**DUTIES & RESPONSIBILITIES**
+ (40%) Run and analyze a variety of Workday-based reports and review with department and their unique revenue portfolios on a regular basis. Run earnings and actuals twice a month for each unit to ensure salary, wages and related tuition charges are posting to the correct FDM values for the units. Run R1300.5 monthly and use as a 'jumping off point' to search for variance and run additional reports as necessary. Run reports for grants, gifts, programs and stand-alone grant tags on a cadence requested by the chair or other faculty members. As necessary initiate the process for correcting journal entries via the College's Shared Environment . Serve as Cost Center manager for a portfolio of four departments. Ensure that requests for reimbursements, purchases and other expenditures are using correct FDM values.
+ (40%) Submit, update and revised the Adaptive plan for four departments. Work with department leaders to create spend plans for various revenue streams. Enter and update five year plan in Adaptive each Autumn. Create recasts each new fiscal year. Use reports in Adaptive to ensure actual spend matches plan and identify variances. Create ad-hoc forecasts for department leaders, supervisor or Divisional Deans as requested
+ (20%) Ensure that HR Manager, department front line staff and faculty have appropriate FDM values for costing allocations, travel reimbursements, etc.
**Minimum Requirements:**
+ Bachelor's Degree in Finance, Economics or related field*
+ Minimum of four years of experience in finance, accounting and yearly financial planning
**Additional Requirements**
+ Advanced excel skills including pivot table, V-Lookup
+ Experience with data cubes
+ Demonstrated attention to detail
+ Demonstrate ability to communicate complex ideas to audiences that are not finance experts
+ Demonstrated problem solving skills
* Equivalent experience can substitute for degree requirement
**Desired Qualifications:**
+ Curiosity and imagination
+ Enjoys puzzles
+ Able to deal with ambiguity
**Compensation, Benefits and Position Details**
**Pay Range Minimum:**
$75,600.00 annual
**Pay Range Maximum:**
$84,000.00 annual
**Other Compensation:**
-
**Benefits:**
For information about benefits for this position, visit ******************************************************
**Shift:**
First Shift (United States of America)
**Temporary or Regular?**
This is a regular position
**FTE (Full-Time Equivalent):**
100.00%
**Union/Bargaining Unit:**
Not Applicable
**About the UW**
Working at the University of Washington provides a unique opportunity to change lives - on our campuses, in our state and around the world.
UW employees bring their boundless energy, creative problem-solving skills and dedication to building stronger minds and a healthier world. In return, they enjoy outstanding benefits, opportunities for professional growth and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits and natural beauty.
**Our Commitment**
The University of Washington is committed to fostering an inclusive, respectful and welcoming community for all. As an equal opportunity employer, the University considers applicants for employment without regard to race, color, creed, religion, national origin, citizenship, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, genetic information, disability, or veteran status consistent with UW Executive Order No. 81 (*********************************************************************************************************************** .
To request disability accommodation in the application process, contact the Disability Services Office at ************ or ********** .
Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law (********************************************************* .
University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sexual orientation, gender identity, sex, age, protected veteran or disabled status, or genetic information.
$75.6k-84k yearly 12d ago
Relationship Banker
Bank of America Corporation 4.7
Finance associate job in Olympia, WA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Managemen
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
How much does a finance associate earn in Auburn, WA?
The average finance associate in Auburn, WA earns between $31,000 and $102,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.