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 3d ago
Looking for a job?
Let Zippia find it for you.
Financial Reporting and Corporate Accounting
Stripe, Inc. 4.5
Finance associate job in Seattle, WA
Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies-from the world's largest enterprises to the most ambitious startups-use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career.
About the team
The Accounting Team is responsible for understanding and telling Stripe's financial story and shaping our collective understanding of how Stripe is performing as a business. Our primary focus is maintaining a well-controlled environment that effectively supports corporate governance, financial reporting and disclosure requirements. We advise and enable Stripe to grow. We operate in a fast-paced environment and collaborate significantly with cross-functional and international teams.
What you'll do
In this role you will support all aspects of our financial reporting, leveraging your technical expertise with US GAAP to quickly identify accounting and reporting implications and impacts to our cross-functional stakeholders. In addition, you will support our internal and statutory reporting processes, cross-functional initiatives, and internal control environment.
Responsibilities
* Drive accurate and timely financial reporting for our consolidated and US regulated entities
* Support external audit processes and statutory reporting
* Produce internal management analyses and reporting
* Build scalable accounting and reporting processes to support global growth
* Identify, recommend, and implement process and automation improvements and collaborate on special projects
* Plan and perform monthly and quarterly close activities, including journal entries, balance sheet reconciliations, variance analyses, financial reporting deliverables, and analytical reviews
* Partner with teams such as Internal Systems, Finance and Strategy, Treasury, Investor Relations, Tax, and Legal to determine and operationalize the accounting and reporting implications of new business initiatives and transactions
* Design, implement, and execute efficient internal control procedures
Who you are
We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement.
Minimum requirements
* 7+ years of relevant public accounting and/or industry experience
* B.A. or B.S degree in Accounting or Finance (CPA strongly preferred)
* Expertise in U.S. GAAP and financial reporting requirements
* Excellent communication and organizational skills, both written and verbal
* Strong knowledge of Excel
* Demonstrated experience partnering with cross-functional stakeholders
* Experience with internal controls (design, implementation and execution)
* Demonstrated history of taking on various types of challenging projects and producing results
* Solution-oriented mindset with enthusiasm for establishing best practices
* Strong attention to detail and a high degree of accuracy
Preferred qualifications
* Knowledge of (or experience in) the technology or payments industry
* Experience with Workiva and Oracle
In-office expectations
Office-assigned Stripes in most of our locations are currently expected to spend at least 50% of the time in a given month in their local office or with users. This expectation may vary depending on role, team and location. For example, Stripes in our Bucharest, Romania site have an 80% in-office expectation, and those in Stripe Delivery Center roles in Mexico City, Mexico and Bengaluru, India work 100% from the office. Also, some teams have greater in-office attendance requirements, to appropriately support our users and workflows, which the hiring manager will discuss. This approach helps strike a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility when possible.
Pay and benefits
The annual US base salary range for this role is $132,000 - $198,000. For sales roles, the range provided is the role's On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Stripe and will be narrowed during the interview process based on a number of factors, including the candidate's experience, qualifications, and location. Applicants interested in this role and who are not located in the US may request the annual salary range for their location during the interview process.
Additional benefits for this role may include: equity, company bonus or sales commissions/bonuses; 401(k) plan; medical, dental, and vision benefits; and wellness stipends.
$132k-198k yearly Auto-Apply 60d+ 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. 23d ago
Financial Services Intern
Tacoma Community College 3.9
Finance associate job in Tacoma, WA
Who We Are is for currently enrolled TCC students only. If not currently enrolled as a college student please apply to the other listed positions and/or pools available on the TCC jobs/employment portal, thank you. * This recruitment is to establish an applicant pool for future vacancies. Individuals will be contacted as vacancies occur.
Tacoma Community College is a public two-year institution that serves a diverse population of approximately 14,000 students. We embrace our identity as a community college and strongly encourage applications from candidates who recognize and honor the important role that equity, diversity, and inclusion brings to an educational community. Our stated mission is to create meaningful and relevant learning, inspire greater equity, and celebrate success in our lives and in our communities. We are recognized nationally as an, Achieving the Dream "leader college" and our faculty are engaged in innovative work to improve student retention and program completion. According to the Community College Survey of Student Engagement, TCC ranks high on measures of active learning and academic challenge, thanks to our creative and scholarly faculty. We seek to recruit and retain a workforce that:
* Reflects the diversity of our community.
* Values intellectual curiosity and innovative teaching.
* Is attracted by the campus mission promoting equitable access to educational opportunities.
* Cares about student success and collaborates on strategies to facilitate success for underrepresented populations.
* Welcomes difference and models respectful interaction with others.
* Engages effectively with the community both within and outside of TCC.
Regional Setting
For information on Tacoma and the surrounding area: ************************************************
Position Overview
The Financial Services intern will assist the Financial Services office with the essential functions listed below. This internship works on a quarter-by-quarter basis.
Essential Functions
FINANCIAL SERVICES
* Learn about the General Ledger
* Learn how to prepare and review pivot tables with large amounts of data.
* Learn to analyze financial data.
* Learn about the Budget Process:
* Learn to correct/process budget errors and budget transfers
* Investigate budget issues
* Help the College community with budget questions
* Learn the Capital Projects Accounting Process
* Verify invoices
* Learn how to Prepare/analyze invoice reconciliations
* Learn how to prepare Capital draw documentation
Qualifications
Duties of the position required experience:
* Ability to use a computer; including Word Processing, Excel, PowerPoint, internet research, and email;
Required conditions of employment:
* Successful completion of a criminal history background check.
* Must be a current TCC student.
* Ability to follow oral instructions.
* Ability to get along well with others
Duties of the position require knowledge, skills and abilities:
* Ability to use Microsoft Word, Excel, PowerPoint, internet web browser, and email
* Ability to proactively build positive relationships, foster team unity at all levels of the college, and strive for positive interactions with individuals across the campus;
* Ability to work as part of a team and independently;
* An appreciation of diversity and the benefits of a commitment to cultural awareness and sensitivity in the workplace;
* Ability to establish and maintain positive and collaborative working relationships with students, colleagues, and staff;
* Engaging in critical self-reflection and growth; openness to feedback, change, and professional development;
* Ability to accept personal responsibility for the quality and timeliness of work, ability to learn from mistakes, and be proactive with identifying solutions to prevent future issues. Able to be relied upon to achieve excellent results with little need for oversight.
* Skill in building and maintaining internal and external customer satisfaction;
* Excellent customer service skills; including establishing, building and maintaining internal/external customer satisfaction.
* Identify and understand issues, challenges, and learning opportunities; be proactive and strategic with solutions;
* Ethics, integrity, and sound professional judgment;
* Communicate promptly and responsively to the needs of the department and college community; including communicating with supervisor, end customer and customer's manager about work order status.
* Maintain established standards of work, customer response and professional conduct in performance of the position duties;
* An understanding and willingness to follow applicable laws, regulations and other standards to establish and/or maintain a safe work environment.
* Ability to analyze and resolve problems.
Application Process
Application Materials
Complete application packages must include the following:
* Tacoma Community College online application.
* Resume.
Terms of Employment
These part-time student hourly positions are bound by the WAC 357-04-045provisions above. Scheduled to work up 16 hours per week and on a quarter-by-quarter basis. The facilities position work locations are the TCC main campus and Gig Harbor Campus. The salary is $20.00-$20.00 per hour. TCC Part-time hourly and student employees including work study students, willaccrueone hour of paid sick leave for every 40 hours worked. Hourly non-student employeesmay be applicable for comprehensive health care benefits package for you and your dependents includes medical, dental and vision insurance. Life and long- term disability insurance plansand retirement benefits are also provided. For more information, please visit our employment page/employment benefits:******************************************
Tacoma Community College values diversity and is an Equal Opportunity Employer and Educator. Tacoma Community College provides equal opportunity in education and employment and does not discriminate on the basis of race, color, national origin, age, disability, genetic information, sex, sexual orientation, marital status, creed, religion, or status as a veteran of war. Prohibited sex discrimination includes sexual harassment (unwelcome sexual conduct of various types). Provides reasonable accommodations for qualified students, employees, and applicants with disabilities in accordance with the Americans with Disabilities Act and Federal Rehabilitation Act. The following persons have been designated to handle inquiries regarding non-discrimination policies: Stephen Smith, Title VII and Title IX, Building 14, ************; Kathryn Held, Section 504 Officer, Student Affairs Administration Office at ************. This recruitment announcement does not reflect the entire job description and can be changed and or modified without notice.
Tacoma Community College
Human Resources
6501 S 19th St Bldg. 14, Tacoma WA 98466
*********************************
$20-20 hourly 21h ago
Lumber Commodity Trader
Careerpaths NW
Finance associate job in Woodinville, WA
Lumber Commodity Trader Company Products / Services: Our client, a privately held organization, specializes in lumber and building material products such as joists, trusses, panels/siding. They operate branches and product divisions throughout the U.S, providing their services primarily to customers in multi-family, commercial and residential construction disciplines. They offer a comprehensive benefits package, including 401(k) matching, dental insurance, health insurance, health savings account, life insurance, paid time off, and vision insurance.
Role Overview: This full-time, salaried exempt position is based at our client's Woodinville Branch and reports to the CEO. The role involves improving the branch's gross profit margins by purchasing lumber on behalf of the Woodinville Sales Team. This includes cultivating relationships with suppliers, managing inventory, preparing weekly reports summarizing purchasing opportunities, and coordinating with other teams to ensure timely and accurate delivery of products. The successful candidate will also have a senior presence in the lumber buying space and will be expected to attend industry events and perform market research to inform buying activities.
Responsibilities:
Purchase lumber products and building materials supporting all sales efforts in the company's Branch operations.
Cultivate and develop new supplier relationships through physical site visits and strategic outreach.
Manage inventory and supervise periodic inventory counts at branch physical locations.
Prepare weekly reports summarizing purchasing opportunities and comparing product pricing for the sales team.
Communicate with dispatch, logistics, sales, and account management teams to ensure timely and accurate delivery of products ordered.
Prioritize workflow and customer needs in a fast-paced environment.
Provide responsive and friendly customer service to all stakeholders.
Keep abreast of market activities and pricing trends.
Communicate proactively with other purchasing groups to confirm demand side needs.
Qualifications:
7+ years of experience working at a lumber trading firm.
Existing book of lumber trading (“buying and selling”) accounts.
Long standing relationships with Mills and suppliers within a 250-mile radius of Seattle, Washington.
Strong data analysis, critical thinking, and problem-solving skills.
Self-starter with the ability to prioritize many urgent requests.
Excellent interpersonal and communication skills, including verbal and written.
Growth mindset and “grinder” orientation.
Proficiency with Microsoft Office, Teams and web-based software.
Experience with Wood Pro ERP software and Power BI, a plus.
Willingness to contribute to building an energetic and exciting organization.
Compensation: Our client offers a lucrative compensation package for an experienced and proven commodity trading specialist. The range depends on experience and qualifications. Benefits include health insurance, a 401(k)-employer match, and profit-sharing program.
If you are an experienced Lumber Commodity Trader looking for a new challenge in a fast-paced, energetic organization, we encourage you to apply.
$61k-102k yearly est. 6d 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 14h 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 9d ago
Financial Services Representative I, II, Senior
Global Credit Union 3.6
Finance associate job in Renton, WA
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
Build meaningful relationships by participating in branch promotions and community events, as assigned.
Work effectively in a team environment across all organizational levels.
Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Compensation
Salary Pay Range:
Financial Services Representative I (Category 15): $42,254 - $60,844 annually
Financial Services Representative II (Category 14): $45,633 - $66,624 annually
Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global's comprehensive Benefits Programs
Equal Opportunity Employer
$49.3k-73.4k yearly Auto-Apply 60d+ ago
Financial Analyst
College Success Foundation 4.3
Finance associate job in Bellevue, WA
SUMMARY: The Finance Analyst is responsible for financial reporting to support the Foundation and its subsidiaries' internal and external stakeholders. The Financial Analyst will support management of various levels, including regional and national board of directors, grantors, and requests to provide accurate financial reports and analysis. The Financial Analyst will support the annual budgeting process and subsequent review and forecasting throughout the fiscal year. In addition, the Finance Analyst will work in collaboration with the Grants Manager, Controller, Director of Finance & Accounting, and all members of executive management as necessary.
PRIMARY DUTIES AND RESPONSIBILITIES:
Prepare, review and disseminate monthly, quarterly, annual and periodic financial information as requested by internal leaders and external partners, to include staff, management, board presentations and external inquiries.
Support the Controller with the monthly close process to include multi-layered reviews and support to ensure accurate financial reporting.
Facilitate the annual budget process and ensure completeness of expenses and support revenue projections and reporting.
Serve as a thought partner within the Accounting and Finance team to ensure accurate and timely financial information.
Complete certain account reconciliations monthly.
Serve as additional support to the accounting team to ensure backup and accurate segregation of duties.
Support technological changes and advancement to keep efficient and effective systems supporting the organization.
Develop tools and systems to provide critical financial and operational information to the Controller and Director of Finance and make actionable recommendations to the same on both strategy and operations.
Ensure internal consistency with financial reporting and the budgeting process as it pertains to changes and updates to the organizational structures of the Foundation and its subsidiaries.
Participate in a wide variety of special projects and compilation of special reports.
Communicate with co-workers, management, clients and others in a courteous and professional manner.
Conform with and abide by all regulations, policies, work procedures and instructions.
Performs other financial duties as assigned.
$60k-78k yearly est. 60d+ ago
Loan Sales Finance Analyst
Builders Capital 4.2
Finance associate job in Puyallup, WA
Builders Capital, the nation's largest private construction lender, is looking for a talented Loan Sales Finance Analyst to join our fast-growing team. The Loan Sales Finance Analyst is responsible for managing the accounting and financial reporting of loan transactions from sales to payoff, ensuring accuracy, compliance, and timely processing. This role works closely with capital partners and other internal teams to support the execution, settlement, and reconciliation of loan sales and related financial activities.
At Builders Capital, we are on a mission to reshape the future of construction financing. As the nation's largest private construction lender, we provide innovative, tailored financing solutions to developers, builders, and investors. Our goal is simple: to be our clients' most valued partner by offering aggressive rates, flexible loan terms, and unmatched service. We're setting ourselves apart by being creative in our financing solutions, leveraging cutting-edge technology, and maintaining an agile, in-house servicing team that ensures quick funding and a smooth process. Builders Capital is leading the charge in addressing the nationwide housing shortage, with approximately 5 million homes needed to meet demand. We're here to help build those homes, one project at a time.
What You'll Do:
Manage daily and monthly asset-level reconciliations between loan management system, capital partners, custodial bank accounts, and the general ledger.
Prepare and review daily, weekly and monthly capital partner transaction requests and reporting, including cash receipts, remittances, servicing fees, and advances.
Partner with Servicing and Accounting to investigate and resolve reconciling items or cash discrepancies.
Support internal and external audit requests and assist in implementing internal control processes.
Collaborate with capital partners and other internal teams to support loan sales transactions and on-board new relationships
Maintain strong relationships with capital partners and respond to inquiries and reporting requests as needed
Develop and enhance reporting tools and process automation for improved efficiency and accuracy.
Assist with special projects, system implementations, and ad-hoc financial analyses.
Requirements
Experience: 3+ years of finance or accounting experience, preferably in loan sales, banking, or financial services.
Strong Leadership Skills: A proven track record of leading teams and managing workflows in a fast-paced environment.
Analytical Mindset: Strong analytical skills with advanced Excel proficiency.
Excellent Communication: You must be able to communicate effectively with internal and external teams - always with professionalism and clarity.
Attention to Detail: A keen eye for detail, ensuring the integrity of all financial transactions and loan resolutions.
Adaptability: Builders Capital operates in a rapidly evolving market, and we need someone who thrives in a dynamic environment and is proactive in seizing opportunities.
Benefits
At Builders Capital, we believe in taking care of our team. Here's a sneak peek at the benefits that come with joining us:
Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources.
Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life.
National Impact: Be part of a nationwide operation that's shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S.
Health Insurance - We've got you covered! Builders Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans.
Competitive Compensation - We offer competitive wages that reward your expertise and hard work.
Paid Time Off - Take time to recharge with 3 weeks of paid time off each year.
Paid Holidays - Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.
We're here to support you both professionally and personally - because when you thrive, we all thrive.
The total compensation for this role ranges from $70,000 - $100,000 annually, depending on experience and qualifications. This is a hybrid position requiring a minimum of three days per week in the office.
This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job.
Builders Capital is an Equal Opportunity Employers (EEO) and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.
$70k-100k yearly 28d 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 32d 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 29d 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 4d ago
Financial Representative - State Farm Agent Team Member
Chris Jones
Finance associate job in Kenmore, WA
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
As an Agent Team Member, you will receive...
401K
Salary plus commission/bonus
Salary
Health benefits
Requirements
Interest in marketing products and services based on customer needs
Organizational skills
Proactive in problem solving
Pride in getting work done accurately and timely
Ability to effectively relate to a customer
Bilingual - Korean required
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $55,000.00 - $115,000.00 per year
Ready to Launch Your Career?
We are a very busy office and are looking for our next great team member. Our team works hard to reach our goals together as a team and have fun while we are doing it! Come work with an energetic, fun team at Chris Jones - State Farm Agent!
About Our Agency
Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and National Quality Award
Additional languages spoken: Spanish and Mandarin
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$26k-39k yearly est. Auto-Apply 60d+ 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
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
Loan Sales Finance Analyst
Builders Capital 4.2
Finance associate job in Puyallup, WA
Builders Capital, the nation's largest private construction lender, is looking for a talented Loan Sales Finance Analyst to join our fast-growing team. The Loan Sales Finance Analyst is responsible for managing the accounting and financial reporting of loan transactions from sales to payoff, ensuring accuracy, compliance, and timely processing. This role works closely with capital partners and other internal teams to support the execution, settlement, and reconciliation of loan sales and related financial activities.
At Builders Capital, we are on a mission to reshape the future of construction financing. As the nation's largest private construction lender, we provide innovative, tailored financing solutions to developers, builders, and investors. Our goal is simple: to be our clients' most valued partner by offering aggressive rates, flexible loan terms, and unmatched service. We're setting ourselves apart by being creative in our financing solutions, leveraging cutting-edge technology, and maintaining an agile, in-house servicing team that ensures quick funding and a smooth process. Builders Capital is leading the charge in addressing the nationwide housing shortage, with approximately 5 million homes needed to meet demand. We're here to help build those homes, one project at a time.
What You'll Do:
Manage daily and monthly asset-level reconciliations between loan management system, capital partners, custodial bank accounts, and the general ledger.
Prepare and review daily, weekly and monthly capital partner transaction requests and reporting, including cash receipts, remittances, servicing fees, and advances.
Partner with Servicing and Accounting to investigate and resolve reconciling items or cash discrepancies.
Support internal and external audit requests and assist in implementing internal control processes.
Collaborate with capital partners and other internal teams to support loan sales transactions and on-board new relationships
Maintain strong relationships with capital partners and respond to inquiries and reporting requests as needed
Develop and enhance reporting tools and process automation for improved efficiency and accuracy.
Assist with special projects, system implementations, and ad-hoc financial analyses.
Requirements
Experience: 3+ years of finance or accounting experience, preferably in loan sales, banking, or financial services.
Strong Leadership Skills: A proven track record of leading teams and managing workflows in a fast-paced environment.
Analytical Mindset: Strong analytical skills with advanced Excel proficiency.
Excellent Communication: You must be able to communicate effectively with internal and external teams - always with professionalism and clarity.
Attention to Detail: A keen eye for detail, ensuring the integrity of all financial transactions and loan resolutions.
Adaptability: Builders Capital operates in a rapidly evolving market, and we need someone who thrives in a dynamic environment and is proactive in seizing opportunities.
Benefits
At Builders Capital, we believe in taking care of our team. Here's a sneak peek at the benefits that come with joining us:
Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources.
Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life.
National Impact: Be part of a nationwide operation that's shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S.
Health Insurance - We've got you covered! Builders Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans.
Competitive Compensation - We offer competitive wages that reward your expertise and hard work.
Paid Time Off - Take time to recharge with 3 weeks of paid time off each year.
Paid Holidays - Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.
We're here to support you both professionally and personally - because when you thrive, we all thrive.
The total compensation for this role ranges from $70,000 - $100,000 annually, depending on experience and qualifications. This is a hybrid position requiring a minimum of three days per week in the office.
This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job.
Builders Capital is an Equal Opportunity Employers (EEO) and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.
$70k-100k yearly Auto-Apply 27d 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. 31d ago
Personal Financial Representative (Personal Banker)
Gesa Credit Union
Finance associate job in Edgewood, 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.
$26k-39k yearly est. 18d 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.
How much does a finance associate earn in Lakewood, WA?
The average finance associate in Lakewood, WA earns between $31,000 and $103,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.