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  • Head of Finance

    Pear Suite

    Finance associate job in Seattle, WA

    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 5d ago
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  • Relationship Banker

    Bank of America 4.7company rating

    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.** 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. 4d ago
  • Senior Project Finance Associate - Renewable Energy

    Stoel Rives LLP 4.8company rating

    Finance associate job in Seattle, WA

    Project Finance Associate - Renewable Energy Stoel Rives is seeking a senior associate to join our market-leading project finance team within our corporate practice group. The role will focus on debt and tax equity financings and related development and transactional work for renewable energy and energy transition assets, including solar, wind, storage, and related infrastructure. Seattle is the preferred office for this position; however, we will consider candidates interested in the Minneapolis, Portland, Sacramento, San Diego, San Francisco, and Washington, DC offices. Responsibilities: Structure, negotiate, and close construction and term debt facilities and tax credit monetization transactions (including tax equity partnerships, tax credit sales and hybrid structures) and other debt and equity capital facilities for renewable energy clients. Draft and negotiate financing agreements, security documents, depositary agreements, tax equity partnership agreements, guarantees, intercreditor agreements, tax credit purchase agreements, membership interest purchase agreements, and related deal documents. Manage due diligence, coordinate cross-functional teams (tax, regulatory, real estate), and interface directly with clients and counterparties from term sheet to closing. Lead and execute financing transactions, acquisitions, and joint ventures of projects and platforms. Qualifications: JD and active bar membership in good standing; ability to gain admission where required. Minimum 6 years of experience in debt and tax equity project finance and M&A at an AmLaw firm or equivalent, with substantial renewables experience. Proven ability to run transactions independently, manage timelines, and drive closings. Strong grasp of tax equity structures and partnership tax concepts, and familiarity with market terms for project and financing documents. Excellent drafting, negotiation, communication, and project management skills; team-oriented and client-focused. The Project Finance Practice Our project finance team is a national leader in project finance, particularly with respect to renewable energy projects. The team handles an array of infrastructure projects, including utility-scale power facilities, solar, wind, storage and biofuels, composting facilities, water projects, and other industrial facilities. Recognized as a premier sponsor and developer counsel in the U.S., the team has played a pivotal role in the development and financing of a sizable portion of the nation's solar, wind, and energy storage capacity. Our team has in-depth knowledge of the full project lifecycle, including corporate structuring, site control, EPC contracts, supply and offtake agreements, and regulatory compliance. Hours Expectations & Compensation The hours expectation for this position is 1,800 billable hours and an “all-in” hours expectation of 2,050 or 2,150, depending on seniority. The billable hours expectation includes up to 50 pro bono hours. All-in hours include the billable hours expectation as well as any additional billable hours, additional pro bono hours, and investment hours. Investment activities include business development, professional development, mentoring and coaching, recruiting, contributing to the firm's workplace culture, and civic and community activities. To be eligible for a bonus, associates must reach or exceed 1,850 billable hours (inclusive of up to 50 pro bono hours) and meet or exceed the all-in hours expectation. The base compensation range for this position is $315,000 to $350,000. Base compensation presented to an individual candidate may vary based on skills and overall experience. Developing & Retaining Talent Stoel Rives places a high priority on attracting, developing, and retaining lawyers and business professionals. We offer a variety of training programs and retreats addressing practice area topics and skills at all levels, as well as legal and professional skills generally. We have a coaching and mentoring program, and our new lawyer integration program provides new lawyers with the resources and information necessary to succeed after they join the firm. Finally, we have a core competency model which is a roadmap of the practical skills, abilities, and client service techniques needed for long-term success at the firm. We value lawyers and business professionals who bring to the firm different backgrounds and experiences. Our people bring a variety of educational backgrounds, unique career experiences, bodies of knowledge, technical abilities, and community involvement. This variety makes us better at advising and serving our clients and it ensures a positive and supportive workplace for everyone. We are proud participants in the ABA Well-Being Pledge, strongly believing that the well-being of our people is paramount to the success of the firm. To learn more about the benefits of working as an attorney at Stoel Rives, click here.
    $107k-151k yearly est. Auto-Apply 43d ago
  • Structured Products Trader - SLC Management

    Sun Life Financial 4.6company rating

    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 6d ago
  • Future Positions

    Masterworks 3.5company rating

    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
  • Leveraged Finance Associate

    5 Legal

    Finance associate job in Seattle, WA

    Job Description A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its US offices. The ideal candidates must have 3-5 years of corporate or finance experience, excellent analytical and writing skills, and strong academic backgrounds from nationally recognized law schools. Candidates should have a minimum of 3 years of relevant experience in leveraged finance, debt capital markets, structured finance, or project finance. Big law experience preferred. Must be admitted to practice in the jurisdiction in which you are applying.
    $42k-78k yearly est. 4d ago
  • Corporate & Finance Transactional Associate (Healthcare) - Mid/Sr

    Advocates Legal Recruiting

    Finance associate job in Seattle, WA

    Corporate & Finance Associate (Healthcare Focus) - Mid to Senior | Seattle Search led for a highly regarded AmLaw 100 corporate practice with deep sector strength. Our AmLaw 100 client's Corporate & Finance group represents major healthcare organizations, private equity funds, and growth companies in complex transactions. The Seattle team operates within an integrated national platform known for sophisticated deal execution and industry expertise. Role Summary This associate will advise on mergers and acquisitions, joint ventures, private equity transactions, and general corporate matters, with a strong focus on healthcare. The position involves direct partner and client engagement, with significant responsibility across all deal stages. Candidate Profile 4-7 years of corporate transactional experience Healthcare industry background required Strong drafting, negotiation, and project management skills Licensed or eligible to practice in Washington Why This Role This AmLaw 100 platform provides meaningful partner access, client -facing opportunities, and flexibility for associates to develop niche expertise. The group values collaboration and invests in each associate's professional trajectory. Salary Range $310,000-$420,000, commensurate with experience. Qualified candidates are invited to inquire confidentially regarding this senior -track role with a top AmLaw 100 firm. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
    $42k-78k yearly est. 60d+ ago
  • Lumber Commodity Trader

    Careerpaths NW

    Finance associate job in Woodinville, WA

    Job Description 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. 13d ago
  • Finance & Admin Execuitve - USA

    Corestack

    Finance associate job in Seattle, WA

    Job Summary: The Finance & Administration Executive at CoreStack will be responsible for managing day-to-day financial operations, including payables, receivables, reconciliations, and compliance activities, while also providing administrative support for the smooth functioning of the office. Key Responsibilities Finance Operations Manage daily financial transactions including invoicing, payments, reconciliations, and journal entries. Review employee timesheets, update the job cost module in the financial system, and provide inputs for payroll processing. Verify and process employee expense reports ensuring valid receipts and compliance with company policies. Follow up with employees to collect missing receipts and process reimbursement payments. Prepare and submit invoices via email and Federal Government portals. Maintain accurate financial records and ensure data integrity. Reconcile monthly bank statements and address any discrepancies. Assist with month-end closing activities, financial reports, and analysis. Support audit and compliance requirements by providing timely documentation. Collaborate with internal and external stakeholders to address finance-related queries. Office Administration Provide administrative and operational support for the Bellevue office, ensuring smooth day-to-day functioning. Coordinate with vendors, suppliers, and service providers for office maintenance, utilities, and supplies. Manage general correspondence, documentation, and filing (digital and physical). Assist in organizing team meetings, events, and logistics as needed. Maintain office inventory and ensure operational readiness. Support onboarding and coordination for new hires in collaboration with HR and Operations. Requirements Must be able to work from the Bellevue office (minimum 3 days per week). Bachelor's degree in Accounting, Finance, or Business Administration. Minimum 3+ years of experience in Accounts Payable/Receivable or a similar finance role, with exposure to administrative functions. Strong proficiency in Microsoft Office Suite (especially Excel). Excellent attention to detail, analytical, and organizational skills. Ability to manage multiple priorities and maintain confidentiality. CoreStack Offers Competitive salary and benefits package with appreciable equity. Dynamic, fast-paced, and entrepreneurial culture. Health insurance and other company benefits. About CoreStack CoreStack provides a NextGen Cloud Governance Platform that empowers enterprises to increase top-line revenue and gain a competitive edge through AI-powered, real-time cloud governance on autopilot. CoreStack is successfully deployed across multiple industries including Healthcare, Financial Services, Retail, Education, Technology, and Government. Recognized by Gartner, and winner of multiple global awards such as the Stevie American Business Awards, Globee Awards, and DataCloud Global Award, CoreStack continues to lead innovation in cloud governance. Location: Bellevue / Seattle, WA Job Experience: Mid-Senior Level
    $55k-76k yearly est. 60d+ ago
  • Finance Manager

    Swickard Auto Group

    Finance associate job in Seattle, WA

    Veterans encouraged to apply Minimum of 2-3 years of experience in automotive finance or a related field (e.g., banking, lending). The Finance Manager plays a critical role in the dealership's profitability. You'll be responsible for securing financing for customers, structuring deals, and presenting a variety of financial and insurance products to maximize customer satisfaction and dealership revenue. Responsibilities: Financing and Loan Processing: Meet with customers after the vehicle selection to discuss financing options. Assess customer creditworthiness and pre-qualify them for loan options from various lenders. Negotiate loan terms and interest rates with lenders on behalf of the customer. Secure financing approval and finalize loan documents. Ensure all loan documentation is accurate and compliant with regulations. Product Presentation and Sales: Present and explain various financial and insurance products (extended warranties, gap insurance, service contracts, etc.). Tailor product recommendations to the customer's needs and budget. Overcome objections and effectively close deals on F&I products. Maintain a deep understanding of all offered products and their benefits. Deal Structuring and Profitability: Structure financing deals that meet customer needs while maximizing dealership profit. Utilize various tools and techniques to increase profitability within legal and ethical boundaries. Track sales performance and identify opportunities to improve F&I penetration (percentage of customers purchasing F&I products). Customer Service and Relationship Building: Provide exceptional customer service throughout the financing process, ensuring a smooth and positive experience. Build trust and rapport with customers, addressing their concerns and questions with professionalism. Maintain a positive and welcoming demeanor in sometimes high-pressure situations. Compliance and Regulations: Ensure all financing and sales practices comply with federal and state regulations (e.g., Truth in Lending Act, Fair Credit Reporting Act). Stay informed about updates to regulations and adapt processes accordingly. Additional Responsibilities: Train and mentor sales staff on F&I products and processes. Maintain strong relationships with lenders and insurance providers. Assist with monthly and quarterly sales reports and financial analysis (as needed). Other duties as assigned Qualifications: Demonstrates a high “HQ” (Hospitality Quotient) consisting of kindness & optimism, intellectual curiosity, work ethic, empathy, self-awareness, and integrity. Minimum of 2-3 years of experience in automotive finance or a related field (e.g., banking, lending). Strong understanding of automotive financing principles and loan options. Excellent sales and negotiation skills. Proven ability to close deals and meet sales targets. Exceptional communication and interpersonal skills. Proficient in computer skills and dealership management software (DMS). Ability to multi-task and manage time effectively in a fast-paced environment. A valid driver's license with a clean record. Knowledge of F&I regulations and compliance is a plus. Benefits of Working at Swickard: Career Path - Swickard isn't just a J-O-B. You'll learn and grow into different roles and be able to take on new leadership responsibilities. Ongoing training and support Opportunities for continued personal and professional growth. We are an Equal Opportunity Employer and value diversity and inclusion at our company. Competitive benefits package: Insurance: medical, dental, vision, life and pet insurance Optional disability coverage 401k plan Paid Holidays PTO About Us We were founded in 2014 by Jeff Swickard in Wilsonville, OR. We're a hospitality company that happens to sell cars, parts, and service. We are a team. Everyone plays a role in our success. Culture: We want to be our customers' favorite place to purchase, lease, or service their vehicle and we want to be your favorite place to work! Highline Brands: Swickard has positioned itself as a leader in highline brands such as Mercedes Benz, BMW, Volvo, Porsche, Lexus, Audi, Land Rover, and more. We are consistently ranked as one of the fastest growing dealership groups in the US by Automotive News. Most people have a stressful experience buying or servicing their car. It shouldn't be that way. We're looking for people as crazy as we are about revolutionizing the car-buying experience and it starts with hospitality. Hospitality isn't just what we do, it's who we are. We need exceptionally talented individuals to join our mission and embark on a challenging, rewarding career. Do you have what it takes? Salary Description $75k - $150k annually
    $75k-150k yearly 13d ago
  • Personal Finance Consultant

    The Strickland Group 3.7company rating

    Finance associate job in Seattle, WA

    Join Our Team as a Personal Finance Consultant! Are you passionate about building powerful brands and creating impactful marketing strategies? We are looking for a Personal Finance Consultant to drive brand growth, enhance market presence, and develop engaging campaigns that resonate with our audience. Why You'll Love This Role: 🎯 Strategic Influence - Play a key role in shaping brand identity and positioning. 📢 Creative Freedom - Develop and execute branding strategies that leave a lasting impression. 🚀 Career Growth - Access professional development and leadership opportunities. 💰 Competitive Compensation - Earn a stable income with performance-based incentives. Your Responsibilities: Develop and execute brand strategies to strengthen market positioning and audience engagement. Conduct market research to identify trends, consumer behavior, and competitive insights. Create compelling brand messaging, visual identity guidelines, and marketing materials. Collaborate with marketing, sales, and product teams to ensure brand consistency across all channels. Monitor brand performance and adjust strategies to maximize brand equity and customer loyalty. Oversee digital branding efforts, including social media, content marketing, and advertising campaigns. What We're Looking For: Proven experience in brand development, marketing, or a related field. Strong understanding of branding principles, storytelling, and market positioning. Excellent communication and creative problem-solving skills. Proficiency in digital marketing tools, analytics, and design collaboration platforms. Ability to develop and implement innovative branding campaigns. Perks & Benefits: Professional development and continuous learning opportunities. Health insurance and retirement plans. Performance-based bonuses and recognition programs. Leadership growth and career advancement opportunities. 🚀 Ready to Elevate Brands and Make an Impact? If you have a passion for branding and want to be a key player in building a strong, recognizable brand, apply today! Join us and help shape the future of our brand identity. Your journey as a Personal Finance Consultant starts here-let's build something unforgettable together!
    $66k-107k yearly est. Auto-Apply 60d+ ago
  • Finance and Technology Admin | 20-25 hours/week | $23 - $24/hr

    Christ The King Community Church 4.0company rating

    Finance associate job in Bellingham, WA

    Part-time Description The Finance and Technology Admin works closely with the Finance Director and Technology Director to ensure operational efficiency and accuracy in both departments. They assist the finance team, which includes Accounts Payable and Accounts Receivable, as needed for weekly, monthly, and year-end reporting and processes. As a core member of Network Services, this person is committed to stewarding the church's resources in a manner that is honoring to God to carry out the mission of CTK. Essential Functions Finance (15-20 Hrs/Wk): Assist with Accounts Receivable functions: Collection and count of cash and check offerings First time giver thank you cards Mid-year and year-end giving statements Assist with Accounts Payable functions: Cash card management Purchase orders Expense tracking Check printing and stuffing Serve as backup for Accounts Receivable and Accounts Payable. Support the Finance team with month-end and year-end reports and reconciliations. Maintain organized electronic and paper records. Complete other projects and tasks as assigned by the Finance Director. Technology (5-10 Hrs/Wk): Assist in reviewing ongoing departmental budgets vs actuals. Assist in communication coordination between the Technology Dept and its partners. Assisting the Technology Director in task and project management. Complete other projects and tasks as assigned by the Technology Director. Other: Attendance at necessary staff and departmental meetings. Requirements Exceptional attention to detail and organizational skills High level of integrity and confidentiality Team-oriented attitude with willingness to assist across multiple functions 1-3 years experience in accounting, bookkeeping, or administrative support Intermediate to advanced in Microsoft Excel and Google Suite Education in business or accounting preferred Quickbooks Online experience preferred
    $58k-67k yearly est. 48d ago
  • Financial Analyst

    Collabera 4.5company rating

    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
  • TAS Manager - Financial Due Diligence

    RSM 4.4company rating

    Finance associate job in Seattle, WA

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Responsibilities: * Performs financial due diligence for clients who are acquiring and divesting businesses * Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis * Prepares detailed financial analyses to help clients evaluate their acquisition decisions and financing requirements * Uses various software tools as designated by the firm * Interacts with the other functional areas of the practice including tax, audit and other consulting practices * Assists in preparing proposals and engagement letters Required Qualifications: * A bachelor's degree, ideally with a major in accounting or finance * Minimum of 5 years experience in an audit or transaction advisory practice within a national or regional public accounting or consulting firm. * Prior Financial Due Diligence experience is required. * Supervision / Team Leadership experience * Ability to direct and manage client engagements * Excellent verbal and written communication skills At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $101,000 - $203,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $101k-203k yearly Easy Apply 11d ago
  • Personal Financial Representative

    Salal Credit Union 4.0company rating

    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
  • Finance Manager

    Kitsap Regional Library 3.6company rating

    Finance associate job in Bremerton, WA

    Finance (Bremerton - Sylvan Way) ANNOUNCEMENT NUMBER: 0126-03 Kitsap Regional Library is seeking a service-minded and detail-oriented Finance Manager. Under general direction, the Finance Manager is responsible for supporting the financial health of the organization. This position is expected to plan, lead, manage and direct the areas of responsibilities within payroll, accounts payable, L&I compliance, accounts receivable, departmental budget management reporting, reconciliations and cash receipting for the organization. The Finance Manager has supervisory oversight of the accounting staff. Within the Finance Division, the Finance Manager will develop and implement departmental procedures and work with the Deputy Director/CFOO to plan the future direction of the department. They serve as the primary support to the Deputy Director/CFOO in district wide efforts such as contract management, preparation of the annual financial reports and associated audit efforts, implementing districtwide finance department goals and strategic initiatives as well as budget development and management. QUALIFICATIONS AND EXPERIENCE Any combination of relevant education and experience equal to a bachelor's degree in accounting, finance, business or related field of study, plus a minimum of two years of experience of relevant work experience which demonstrates the ability to perform the essential functions of the job, including two years of experience of supervisory experience. A valid Washington State driver's license, a safe driving record, and three years driving experience are required to drive a library-owned vehicle for library business. Experience working for a government entity or municipal corporation, experience in Washington State is preferred. * A resume and cover letter are required for all positions and may be uploaded or copy/pasted and submitted with your application. BENEFITS & SALARY Employees regularly scheduled 20 or more hours per week are eligible to participate in our medical, dental, vision, basic life, AD&D, long term disability insurance plans, health reimbursement arrangement (HRA), as well as our employee assistance program. Additionally, all employees regularly scheduled 20 or more hours per week receive 13 paid holidays throughout the calendar year. Employees in this position earn 26 days per year of vacation leave over the course of their first year, 13 days of sick leave, and 1 personal day each year. Kitsap Regional Library participates in the Washington State Public Employees Retirement System (PERS). Employees are automatically eligible for the plan if they work a minimum of 16.25 hours per week (or 70 hour per month) during five months per year for two consecutive years. The compensation range for this position is $91,100 - $126,103. Offers to new employees are typically between the start and mid-point of the range depending on required and relevant experience and in alignment with internal equity. ESSENTIAL FUNCTIONS Any of the following duties may be performed. These examples are not necessarily performed by all incumbents, however, and do not include all specific tasks an incumbent may be expected to perform. ESSENTIAL DUTIES: * Responsible for maintenance of the general ledger system, in accordance with the SAO BARS Manual, ensuring the integrity of existing controls are maintained. Recommend updates, changes, or both to internal controls or accounting processes to ensure accounting functions are operating efficiently and effectively. * Monitor and provide initial approval of budget amounts, accurate coding and proper documentation for payment of all accounts payable to final posting and upload steps with the County and Bank to be submitted to the Deputy Director/CFOO for final approval. * Collaborate with finance staff to prepare monthly financial reports for presentation to Board of Trustees, ad hoc reports to Library Supervisors or Directors of other departments and the annual financial reporting package submitted to SAO. * Provide technical information and instruction, interpretation or explanation of financial-related data and respond to inquiries from departmental managers and others. * Generate data and supporting information for the Deputy Director/CFOO to support budget recommendations for the Library Director to take to the Board for consideration and deliberation. * Input approved balanced budget into the accounting software and all proper documentation is filed with counties and other agencies. * Support, and at times, manage special projects such as developing and implementing accounting policies and procedures, managing capital project budgets and monitoring the revenues and expenditures associated with the Friends and Foundation operating agreements. * Review monthly bank reconciliations between the County Treasurer's Offices, bank accounts and the Library general ledger to support routine month end journal entries. * Lead, review and approve work efforts performed by accounting staff including but not limited to cash receipt entries, manual batches, updates or changes made within the accounting system and other journal entries performed. * Prioritize, delegate work, and determine work schedules and assignments for direct reports. Train (including adequate cross-training), develop, motivate, evaluate, and manage the performance of the accounting staff. Primary lead in the hiring process for all new accounting staff. * Responsible for the oversite or preparation and filing of quarterly and year end Federal tax reports, multiple worksite reports, employment security reports, Department of Labor and Industries reports, state tax, W-2, 1099 and Social Security (OASI)annual wage report filings. * Provide technical and systems troubleshooting for financial and HR software. * Coordinate and initiate appropriate accounting processes training for other departments. ADDITIONAL DUTIES: * As designated, serves as Acting CFO. * Perform duties of Finance and Payroll Specialist or Accounting Assistant in their absences or as needed due to workload peaks. * Participate in library meetings, conferences, workshops, committee meetings and seminars as requested and authorized. * Keep informed of current accounting practices by attending workshops and educational programs or reading specialized literature. * Perform other related duties as assigned. KNOWLEDGE, SKILLS AND ABILITIES: * Knowledge of budget planning processes. * Knowledge of cash basis financial and accounting practices and reporting information. * Experience with payroll processing and reporting. * Advanced experience working with Microsoft Excel spreadsheets and database systems. * Excellent problem solving, analytical and interpersonal skills. * Able to prepare and maintain complete and accurate financial reports and records. * Demonstrates strong organizational, planning, project management and interpersonal skills. * Ability to work cooperatively with other departments, staff on cross-functional teams or committees. * Ability to direct, train and supervise employees. * Ability to exercise sound judgement in interpreting established financial policies and data to deliver solution-based options to strategic and operational initiatives. * Ability to manage multiple priorities, delegating work as necessary, to accomplish accounting responsibilities, many under sensitive deadlines. * Ability to communicate effectively verbally and in writing, to present financial and operational information clearly to non-financial stakeholders. PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by a staff member to perform the essential functions of this job successfully. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Work is carried out within a generally accessible, safe, indoor environment with occasional staff interaction and infrequent public interaction. This position primarily involves light to medium physical demands, sitting and operating objects, tools or controls including keyboards and telephones; for extended periods, internal and external customer contact, conversations, phones, noise from office machinery and other equipment, etc. Must be able to work while others are working in a shared team area. Occasionally, the incumbent must move or maneuver objects or materials weighing up to 25 pounds, including stooping, reaching, lifting, bending or transferring materials and office supplies. Frequently push, pull, lift or exert up to 20 pounds of force, and/or up to 10 pounds of force constantly to move objects; bending at the waist, kneeling, and reaching, using arms and hands. Visual acuity essential for tasks include reading and composing emails, reports, and financial materials including electronic information and complex materials from either written or computer sources. The position operates computers and office equipment for extended periods of time. Work performed and delivered is guided by precise deadlines. High cognitive demands include strong attention to detail, critical thinking, prioritizing and problem solving. Excellent communication skills, customer service abilities, and multitasking are also essential for success in this role. Work is occasionally performed at different locations and may require driving on library business. LIBRARY EXPECTATIONS Listed below are expectations of all library employees: * Provide excellent customer service by showing sensitivity to cultural differences and diverse backgrounds when interacting with patrons, volunteers, and co-workers. * Maintain regular and reliable attendance. * Knowledge and support of Kitsap Regional Library's principles of intellectual freedom. * Knowledge and support of Kitsap Regional Library's policies and procedures. * Effectively work both independently, with limited direction or supervision, as well as within a team. * Flexibility to adapt to rapidly changing information, technology, work procedures and library services. * Maintain confidentiality in dealing with patron and/or employee records. SCHEDULE This is a full-time position scheduled for 40 hours per week. The schedule is typical Monday through Friday office hours but may include weekends and evenings as needed. Please note that schedules are subject to change to meet the needs of the library. APPLICATION INSTRUCTIONS To apply for this position and future positions, please visit our website at KRL.org and select "Careers" located at the bottom of the page. This position is open to all and will remain open until filled with a first review of candidates occurring on February 2, 2026. Kitsap Regional Library is committed to developing a barrier-free recruitment process and work environment. If you require any accommodation, please email us at ************ and we'll work with you to meet your accessibility needs.
    $91.1k-126.1k yearly 17d ago
  • Customer Financial Services Representative (AR/Collections)

    Iconix Waterworks

    Finance associate job in Snohomish, WA

    About the Role Implement the Company's credit and collection policies for designated accounts by monitoring and maintaining customer accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits Resolves outstanding accounts receivables issues in a timely manner, ensure adherence to department guidelines and procedures, while consistently meeting month end targets and closing schedules Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management Reconcile and maintain customer accounts, resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments. Reviews and reconciles accounts receivable reports regularly Understanding and working knowledge of the applicable Builders Lien Legislation among various States and the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien) Knowledge of the Preliminary Notice and Lien Release process within various States. Executes a high volume of Lien Release waivers with focus on accuracy and turn-around time. Here's a Snapshot of How You'll Contribute to Our Team Strong attention to detail with proven time management, planning & organisation skills Ability to build relationships by establishing a good first impression and build trust by demonstrating our company values Self-motivated, results driven and strong problem-solving skills Great attention to detail with the ability to prioritise tasks and meet deadlines Excellent interpersonal and communication skills - oral and written Excellent multitasking and analytical skills Who We're Looking For Post-secondary diploma/degree or National Association of Credit Management (NACM) Program Certification would be an asset. 2+ years related experience Excellent computer skills for word processing and excel spreadsheet analysis Must possess a willingness to provide a very high level of quality customer service both internally and externally in a positive and professional manner Ability to work with difficult customers and resolve problems and issues Occasional travel to the US may be required Why Choose ICONIX? This is a place where you will be empowered to do your best work. We know that our people make the difference and we recognize and reward that. From health and wellness benefits to employee recognition programs, discounts, and perks, we've got our employees covered. Base Pay: $29.75 - $34.50 per hour Employee Incentive Plan (Annual Bonus)* Generous vacation/paid time-off allowance (15+ days per year starting, 6 sick days and 12 paid holidays) Flexible health benefit plans (medical, dental, vision, ancillary) 401(k) plan with employer matching Education assistance Professional development Scholarship program Flexible work arrangements Referral bonuses Employee discount programs Comprehensive employee assistance program *For eligible employees. Ready to build your career and realize your full potential? Apply now and join the flow! #IWW ICONIX. Real People. Real Service. Real Solutions. ICONIX is an independent waterworks partner that offers an agile, expert team of trusted, technical problem solvers that provide reliable access to innovative products and services for businesses and communities across the West Coast of the United States and Texas that depend on essential water and wastewater infrastructure. Learn more about ICONIX Waterworks. Working at ICONIX Means Being Part of a Greater Organization ICONIX is proud to be part of the Deschênes Group, a family-owned business based out of Montreal, Quebec, consisting of 16 business units and growing. The Deschênes Group is consistently ranked among Canada's Best Managed Companies, a true testament to the company's commitment to investing in its people and in delivering the best experience to our customers and partners. Learn more about the Deschênes Group. Follow Us on Social Media
    $29.8-34.5 hourly Auto-Apply 9d ago
  • Financial Analyst

    Sumbridge

    Finance associate job in Seattle, WA

    SumBridge is hiring a Financial Analyst opening for our Seattle based technology client. This is a permanent, full-time role and is onsite. The Financial Analyst will work as part of a growing team. This role will work to assist in the budgeting and forecasting processes for the company, help, help to provide reporting and metrics to drive business decisions, and provide financial modeling support for the business and help drive success for the company. This role offers base compensation between $100-140k and offers comprehensive benefits. Responsibilities: Assisting in the preparation of annual budgets and financial forecasts, ensuring they align with the company's strategic objectives. Analyzing financial data and creating financial models for decision support to evaluate the financial feasibility of projects and initiatives. Providing detailed monthly, quarterly, and annual financial reports to management, highlighting key trends and variances. Collaborating with various departments to understand and monitor key business drivers and providing insightful financial analysis to support strategic decisions. Identifying potential areas of cost savings and efficiency improvements and making recommendations to management. Identifying potential areas of cost savings and efficiency improvements and making recommendations to management. Ensuring financial records are maintained in compliance with accepted policies and procedures and adhering to all financial regulations and standards. Participating in special projects, preparing ad-hoc reports, and providing financial expertise as needed. Qualifications: Bachelor's degree in Finance, Accounting, or a related field is a plus - must be a high school graduate or equivalent. 3+ years of experience in FP&A, accounting, or a related role. Experienced with MAS/Sage 100 Software, desired not required Strong knowledge of financial forecasting and diagnosis, corporate finance, and information analysis. Advanced Excel or Google Sheets modeling and analysis skills, ability to analyze and summarize large data sets and make recommendations based on the data. Outstanding presentation, reporting, and communication skills. Excellent problem-solving skills and the ability to think critically and make data-driven decisions. Strong attention to detail, with a high degree of accuracy in work output. Ability to work in a fast-paced environment, rapidly changing, dynamic environment. Ability to manage multiple tasks simultaneously, meet tight deadlines, and successfully work cross-functionally. Financial experience should include general knowledge of US GAAP accounting principles and accrual accounting, full P&L familiarity, and budget management exposure.
    $100k-140k yearly 60d+ ago
  • Finance Specialist

    Dynamic Computing 4.1company rating

    Finance associate job in Seattle, WA

    Dynamic Computing is looking for a Finance Specialist! Dynamic Computing is a leading IT Service Provider to small companies located in the Puget Sound region and beyond. We provide Managed IT Services, IT Support & Consulting, and integrate cloud and mobile technologies for companies who have complex IT needs but are too small to warrant having a dedicated IT department. We're looking forward to adding a great new member to our team. Thanks in advance for your consideration. Remote First/Hybrid Role: This is a hybrid role based in the Seattle Metro area. You'll handle many responsibilities remotely, but you'll also join us in the office at least 2-3 days a week as part of a rotating schedule or as needed. Candidates must reside within about 50 miles of downtown Seattle to support these duties. What kind of person are we looking for? The “What If” Questioner - We need you to always be on the lookout for the next best thing or way of doing things - in every area! We're a company that's focused on moving forward, changing and growing, and we need you to be one step ahead of our ever-changing needs. An Agent of Change - You will be working with our Operations Director to be continually moving things forward and trying to make this a better place. That means asking yourself what things we need to improve and being motivated and able to kick in the afterburners when needed to get things done! The Perennial Team Player - We need you to be ready and willing to help with anything at the drop of a hat. Our ideal candidate is excited about supporting our company as a whole and helping us to accomplish our goals. A Communications Guru - You'll be communicating with our clients and team members regularly and assisting with all sorts of questions. You need to have amazing written and verbal communications skills as you'll be using them constantly. Person of All Trades - You need to have a knack for being good at anything you put your mind to. You'll have your fingers in finance, procurement, operations, administration, and anything that comes up unexpectedly on a day-to-day basis. A Swiss Watch - We need you to tick and tock like the best-oiled machine around. We'll count on you to be here on time and ready to go to provide the needed support, wherever it might be needed that day. A Tech Addict - You don't need to have IT experience for this job (although it certainly doesn't hurt). You do, however, need to like technology. If you don't know the difference between your mouse and your iPhone, this isn't the right position for you. The right candidate for this job will truly enjoy technology and want to learn new and exciting things. So what will I be doing every day? Below is a list of the day-to-day responsibilities. We're a small company, so we can pretty much guarantee you that you'll be asked to do things that seemingly have nothing to do with the items below - but that's where it gets fun, right? General Accounting/Operational/Administrative Assistance - This pretty much means anything and everything else that comes up. You'll be assisting the Director of Operations with a variety of tasks supporting the daily up-keep of the business, such as assisting with invoicing (and related interactions with clients), keeping the company's books up-to-date, and document management related to both A/R and A/P. You'll also be working on inter-departmental projects designed to better streamline the company's operations. Understanding of basic accounting principles - any bookkeeping experience, along with integrity and timeliness in the fulfillment of finance-related duties, is highly desirable. QuickBooks experience preferred. Internal Reporting & Analysis - We use reporting tools, integrated with our internal systems, to create dashboards to assist our teams with keeping track of their activities. Your role will be responsible for maintaining a heightened level of understanding about the inter-relationship of our tools to ensure the accuracy, consistency, and presentation of the reporting generated. Back-up Operations Management - Occasionally, you will be asked to order, and/or received products destined for our clients in order to support the service and project teams. You'll also be assisting the Director of Operations with overseeing inventory and making sure the company's vault of resources is in decent order. What are the requirements for this position? Excellent written and verbal communication skills and the ability to communicate professionally with both clients and team members. Very detail oriented and organized - this position provides support to many different parts of our organization. Your team members will rely on you to have an answer to their question - or, at least, be able to find an answer quickly. A good memory and knack for details and organization will greatly benefit our team. Helpful, with a positive “can do” attitude - We're a team, and we want you to be an integral part of it. This means we need you to help us and we'll help you, and we'll all do it with smiles on our faces most of the time. Hard Working - We're a company that's growing and changing. We're going to expect you to work hard and focus on moving yourself and our company forward. Possesses a high level of integrity / honesty - We want the truth and expect to hear it from you straight without sugar coating. That's what you'll get from us and we expect the same in return. Reliable - The rest of the team will be counting on you to do what you say you will… this means coming to work on time, being prepared for meetings, and being someone we can all depend on. Maturity - we need for someone to take ownership of this role, exercising initiative and self-motivation. Our ideal candidate excels at prioritizing responsibilities and managing their time efficiently without constant supervision or oversight. Critical thinking skills are essential for this role. Enthusiasm for Systems Management - we use internal tools that are not always perfectly intuitive, and we need someone excited to ‘get under the hood' in learning about these programs, putting in the requisite time to learn and understand the inter-relationship between all applications in use. Bachelor's Degree strongly preferred - preferably with a focus that involves finance and/or heavy written communication. An associate's degree and equivalent experience will be considered. 5 Years' minimum experience in an accounting/operations/ role - with significant growth/ownership over responsibilities required. Equivalent experience will be considered. Benefits/Salary: Money - The position will carry a starting salary of $70k - $80k/year, depending on qualifications and experience. You'll also be eligible for our bonus program after you've been here for a few months. Time - We'd like 40 hours/week from you and you'll keep a roughly business hours schedule (we're open 8:30 am - 5:00 pm) with some flexibility on start and end times. Medical - We pay 100% of your medical insurance on our HSA plan! (We're not kidding). We'll also contribute to your HSA account, and we'd encourage you to do the same (not to mention that you get a tax break for doing so). There are also other plan options that you can choose from and you'll be able to pay the difference with a payroll deduction. Disability - We also ensure all employees have both a short-term and long-term disability plan in place to make sure that you continue to receive income if you get hurt and are unable to work. Retirement - We provide a Simple IRA retirement plan, matched dollar per dollar for up to the first 3% of your salary. Paid holidays - You'll get paid for 9 holidays without even showing up to work! You'll get to pick either MLK or President's Day, choice of 4 th of July or Juneteenth, plus Memorial Day, Labor Day, Thanksgiving Day & following Friday, two days at Christmas, and New Year's Day. Additional PTO - You get about 16 additional paid personal days off per year that you can use if you're sick or for a vacation. Transportation Subsidy - You'll get an ORCA card or parking subsidy depending on how often you are projected to be in the office. The ORCA card entitles you to free transit on the bus, train, light rail and more that you can use to commute. How do I apply? Please submit your resume and cover letter through the job board. You can also see all of the positions currently available on our website. No phone calls or recruiters please. If you're serious about this job, please tell us "why" you're the person we're looking for. We're looking forward to learning more about you! Please be advised that a background check will be required for well qualified candidates during the hiring process as well as on a recurring basis if selected. Thanks for taking the time to read our novel of a job posting. We hope you are as excited about this opportunity as we are!
    $70k-80k yearly 13d ago
  • Financial Analyst

    KCU

    Finance associate job in Bremerton, WA

    About Us Kitsap Credit Union is a not-for-profit, member-owned financial cooperative with more than 300 employees and 14 branches throughout Western Washington. We have a passion for making a positive difference. As a $2 + billion-asset credit union, we are deeply committed to our members' financial wellbeing and the prosperity and quality of life in the communities we serve. We are proud to be led by individuals with the experience and skills to drive our organization towards our goals for strategic growth and operational excellence. Our KCU Cares Foundation program focuses on providing resources and support for those struggling with homelessness or hunger and improving the financial well-being of the people in our communities. And beyond monetary efforts, we have provided thousands of hours in staff volunteerism and in-kind support. At Kitsap Credit Union, our success is built on trust-based relationships and personalized service. We understand our employees are key to our success. They provide the personalized service to our members and contribute to the communities where we live. We are committed to providing a supportive, mission-driven, and inclusive culture where employees can grow their careers. To learn more, visit kitsapcu.org. About the Role Kitsap Credit Union is searching for a Financial Analyst. This position is responsible for providing financial analyses and data support to Management, Asset Liability Committee (ALCO), and the Board of Directors, as well as the individual business units. This role is also responsible for Asset Liability Management modeling and assumptions. Quick Facts Reports to: VP, Finance Employment Type: Exempt, Hybrid, Salaried, Full-time Salary Range: $81,170.08 - $94,332.24 depending on experience Bonus Target: 8% potential incentive of base pay Grade: 11BC Industry: Banking Key Responsibilities Perform financial forecasting and budgeting, which includes projecting the Balance Sheet and Income Statement, reporting on results, and monitoring operating metrics and trends. Report on actual to budget performance and prepare reporting for Management review. Work closely with our external vendor to prepare the quarterly interest rate risk update used to evaluate interest rate risk exposure and alternative strategies when necessary. Provide data, update key assumptions and review and make presentations of the results. Manage large confidential data sets involving deposit and loan data for statistical analysis. Analyze various revenue and balance sheet strategies in partnership with business leads and present meaningful results to Management for consideration. Develop and maintain pricing models for loan and share products. Coordinate the preparation of the annual operating budget for non-interest income and expense in conjunction with department leads. Report and analyze budget variances for Management and the Board of Directors. Identify trends and make recommendations for improvements in operating results. Perform Credit Risk Management (CRM) analysis, including analysis of the qualitative factors affecting the Allowance for Loan Loss (ALLL) reserves and a quarterly economic report to Management explaining the results. Provide information and support, as requested, during regulatory examinations and financial audits. Assist the Project Management Department in calculating estimated return on investments for requested projects. Calculate actual return on investment for select projects one year after implementation. Understand, model, and represent KCU's core values. Required Qualifications and Education Bachelor's degree in Finance, Accounting or Business. 5+ years of financial analysis experience, including valuation of financial assets and liabilities. Preferred Qualifications and Education 5+ years of experience with a credit union or other financial institution. Experience with Fiserv Prologue and Jack Henry Profitstars. Supervisory Status This position does not supervise others. Working Conditions This position will be required to work in an office environment with moderate noise levels, and, with or without reasonable accommodation is required: Must be able to remain in a stationary position for a minimum of 75% of the time Constantly operates a computer and other office productivity machines The person in this position frequently communicates with peers, supervisors, vendors and employees to exchange accurate information and answer questions Works in an indoor office environment but expected to attend meetings in buildings that require travel in outdoor weather conditions Please note: Kitsap Credit Union does not offer visa sponsorship for this position. Candidates must be legally authorized to work in the United States without current or future sponsorship. Our Values Integrity: We believe in acting with honesty, trust, and respect which are at the forefront of our daily engagement. Responsibility: We believe that responsibility is holding ourselves accountable for our decisions, actions, and their outcomes. Collaboration: We believe in the power of a diverse group of people working together to achieve a united outcome. Authenticity: We believe activities in actions that demonstrate our commitment to be transparent, dependable, and genuine in every day. What We Offer Not only are we one of the largest credit unions in Washington State, and growing, but we are also a company that cares about its employees. We back that up for our employees by offering competitive pay and a benefits package that helps support you and your family's lifestyle. We value our employees, and we strive to keep our benefits comprehensive and affordable. Some of our benefits include: Careers | Kitsap Credit Union (kitsapcu.org) Free onsite parking Annual time off and sick time accrued 11 Paid holidays 1 Personal floating day Medical, Dental, Vision, Short- and Long-term Disability, Life and AD&D Insurance Employee Assistance Program Choose from a PPO medical plan or a High Deductible with a Health Savings Account 3% KCU funded Safe Harbor Contribution to your 401K KCU will match up to 2% of your 401K contributions All 401K contributions are 100% vested Potential annual incentive in all roles within Kitsap Credit Union Tuition reimbursement 8 hours of paid volunteer time off Discounts on KCU's products and services Enjoy unlimited ORCA transit access through KCU for less than $45 a year-your cost as an employee We believe in the power of belonging - it's in our DNA as a not-for-profit, member-owned cooperative. Our un-bank-like structure ensures that we remain all about people: our members, our employees, and the people in the communities where we live and work. We work hard to provide a collaborative and inclusive environment where you can grow and excel in your career. We are dedicated to serving our members by providing personalized experiences, convenient access, and highly competitive products and services. But it goes much deeper than that. For more than 86 years, we have been relentless about making a positive difference in our communities. We understand that when our members and communities succeed, we all succeed, and that success can't happen without great employees. ****** Employment is contingent upon satisfactory background check. Kitsap Credit Union is an Equal Opportunity Employer. All qualified applicants for employment will receive consideration without regard to sex, marital status, race, color, religion, national origin, age, veteran status, disability, genetic information, or any other protected status. ****** #IND
    $81.2k-94.3k yearly 52d ago

Learn more about finance associate jobs

How much does a finance associate earn in Marysville, WA?

The average finance associate in Marysville, WA earns between $31,000 and $103,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in Marysville, WA

$57,000
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