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
Looking for a job?
Let Zippia find it for you.
Relationship Banker
Bank of America Corporation 4.7
Finance associate job in Olympia, WA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Managemen
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$31k-36k yearly est. 4d ago
Senior Project Finance Associate - Renewable Energy
Stoel Rives LLP 4.8
Finance associate job in Seattle, WA
Project FinanceAssociate - 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
Finance Manager, E-Commerce
Bytedance 4.6
Finance associate job in Seattle, WA
The e-commerce industry has seen tremendous growth in recent years and has become a hotly contested space amongst leading Internet companies, and its future growth cannot be underestimated. With millions of loyal users globally, we believe TikTok is an ideal platform to deliver a brand new and better e-commerce experience to our users. We are looking for passionate and talented people to join our finance team. Together we can build an e-commerce ecosystem that is innovative, secure and intuitive for our users. Team Introduction: Finance BP and Business FP&A is a sub-department of Finance. It aims to improve management efficiency, drive key revenue initiatives, reduce financial risks and strengthen budget control by providing business analysis and management reports. This role will be supporting the E-Commerce business unit (TikTok Shop) in the Americas as it expands its footprint. The Finance Business Partner will be instrumental in driving financial and strategic initiatives for TikTok Shop Americas. - Business Partnership: Become a trusted member of the country's leadership team and provide guidance on financial strategy to the executive team. - Budget Management: Improve and optimize the budget management system of business departments, provide financial support for business budget setup, assist businesses in achieving management goals, conduct regular finance data monitoring, analyze deviations between budget and actual, improve business operational efficiency. - Operation Analytics: Establish and improve the analysis system from the perspectives of operation and finance, regularly output analysis reports, break down key business indicators, build corresponding dashboards, track and monitor the potential impact of business indicator performance on financial data, construct a financial evaluation system, and output adjustment suggestions. - Management reporting: Participate in monthly closing for management reporting, organize business reviews and drive insights from financial and operational data and identify potential risks. - Financial Operations: Develop and manage systems to support the financial operations of TikTok Shop by partnering with operations, product, sales, marketing and accounting teams. Collaborate with all relevant internal stakeholders to improve and enhance financial processes, and provide solutions to improve the accuracy of management reports. - Finance approval: Review the procurement applications and financial terms in the contract of each business/department to ensure efficient capital allocation. As a condition of employment, all successful candidates must be able to establish authorization to work in the United States. For this position, the Company does not provide sponsorship or any immigration-related benefits.
Minimum Qualification(s) - Experience in finance, consulting, strategy, FP&A. - High levels of written and oral fluency in Mandarin are required for this role. This is essential as the collaboration with China-based stakeholders is necessary to ensure local financial strategy aligns seamlessly with Group objectives, manage core financial systems, and safeguard capital allocation through cross-border contract review. - Proficiency in data analysis, financial modeling, and financial analysis; advanced in Excel and PowerPoint. - Exceptional communication skills, with the ability to convey complex financial concepts to non-financial stakeholders; strong logical reasoning and win-win thinking abilities. - Demonstrated team player who collaborates effectively across functions, and skilled at building and maintaining cross-functional relationships. - Self-motivated, agile, and resilient in a fast-paced environment, and has a high sense of ownership and accountability. Preferred Qualification(s) - Experience in e-commerce industry. - Proficiency in SQL is highly desirable.
$130k-175k yearly est. 25d ago
Finance Manager
Larson Motors
Finance associate job in Tacoma, WA
Reports To: General Sales Manager
Summary: Produces additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items to new and used vehicle customers.
Coordinates all final documentation of vehicle purchases to obtain approval from lender.
Essential Duties and Responsibilities
Greets external and internal customers in a timely, professional, smiling and friendly manner. Listens actively, providing accurate information and advise.
Extend financing, credit, life, accident and health insurance to customers.
Provides customers with thorough explanation of aftermarket products and extended warranties.
Converts cash deals to finance.
Establishes and maintains good working relationships with several finance sources including the manufacturer.
Processes finance and lease deals accurately and fairly through financial sources to secure approval.
Conducts business in an ethical and professional manner.
Processes all federal, state and dealer paperwork related to vehicle transaction.
Understand and complies with federal, state and local regulations that affect the new and used vehicle and finance department.
Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner.
Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to the Business Office.
Acquires and maintains current state insurance license, completing continuing credit insurance education as needed.
Provides customers with complete explanation of manufacturer and dealership service procedures and policies.
Seeks new lending institutions to secure competitive interest rates and finance programs continually.
Maintains insurance product files.
Promote the use of special finance department by setting up and maintaining a program, which will ensure 100 percent turnover to the F&I department.
Provides sales force and sales managers with current information about finance and lease programs continually.
Trains the staff regarding the benefits of financing, insurance, and extended service programs.
Works with sales mangers to secure a reasonable profit from every sale.
Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income. Prepares reports on finance penetration, as required.
Ensures collection of all finance and insurance fees.
Takes all credit applications
Works closely with the General Sales Manager to establish sales department goals and objectives and ensures that they are achieved.
Attends manager's meetings.
Assist with rate quotations.
Develop and monitors guidelines for working with customers to ensure maximum customer satisfaction.
27. Processes salespersons “end of month” commission sheets for the payroll department.
28. Trains designated backup to ensure continued efficiency and profitability in the F&I manager's absence.
29. Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals.
30. Follow-up funding and collections of customer's receivables in compliance with company standards.
31. Proved enthusiastic and professional leadership to shape employees attitudes and build morale. Strive for harmony and teamwork with all departments.
32. Ensure customer's complaints are handled tactfully, promptly resolving customer's disputes and difficulties with professionalism and composure. Refer any problems to supervisor.
33. Operates and maintains office machines such as computer, calculator, fax machine, and copier.
34. Opens and routes incoming mail, answers correspondence, and prepares outgoing mail.
35. Prioritizes and performs multiple tasks simultaneously in order to meet and exceed deadlines and expectations.
36. Communicates clearly both verbally and non-verbally. Submits concise, complete, and clear legible records for both dealership and customer use.
37. Maintains assigned work area and break room in an organized and clean manner. Exhibiting pride in the work area and dealership.
38. Maintains personal cleanliness, grooming and uniform standards according to dealership guidelines.
39. Displays high standard of ethical conduct. Refrains from unethical, dishonest and theft related behavior. Exhibits integrity, adhering to all company policies, including our commitment to ZERO TOLERANCE of discrimination and work place violence.
40. Aligns behavior with the needs, priorities and goals of the organization. Fosters commitment, pride, trust and team spirit.
41. Utilizes supplies and materials in a practical, economical manner. Handles all toxic chemicals and hazardous waste according to the dealerships current policies and procedures.
42. Reports to management any situation or condition that jeopardizes the safety, welfare, or integrity of the dealership, its employees or customers.
43. Communicates everyday, with direct supervisor if it is necessary to be late or absent.
44. Other job duties as required.
Larson Automotive Benefits:
Larson Automotive Group offers a comprehensive group medical insurance plan to all hired full-time applicants that start the first of the month following the completion of continuous 60 of employment. We offer 4 plans to help employees access the best plan that fits their budget and needs. One plan is zero cost to the employee.? We also have a company paid Life ($10,000) and AD&D plan ($40,000.00) that is for all benefit eligible employees.? Employee must maintain no less than 32 hours per week to be considered ‘full-time' for benefits. ?
In addition to medical insurance, Larson Automotive Group also offers vision, dental and various other ancillary coverages such as additional Life, AD&D, LTD, STD, Accident, Hospital, and Pet insurance to name a few.
Larson Automotive Group also provides an Employee Assistance Program. This is a specialized referral program available to employees to assist in various personal situations. This includes counseling for substance abuse, financial difficulties, mental illness, family issues and more. These are all provided to the employee free of charge and confidential with a third party. ?
Larson Automotive Group also helps plan for your future with our retirement plan available to all employees over the age of 21. The 401k plan starts after the completion of 2 months of employment, the employee will be automatically enrolled into the program starting at a 3% deduction and this will increase 1% per year for the first 3 years. The company does match 50% of the first 4% contributed by the employee. ? Employees on a budget or who want to know exactly what will be coming out of their check can also opt to have a flat dollar amount withheld from their check. We also offer a ROTH plan option as well. Employees can opt out of the plans at any time.
We offer a KOFE (knowledge of Financial Education) plan free of charge to the employee to help provide the employees with the tools needed for financial wellness.
Hourly and Salary employees will receive 6 paid holidays each year.
We offer a competitive PTO (Paid Time Off) program; employees begin to accrue hours from day one worked (eligible to use after 90 days of employment). PTO is accrued for the first 2 years at 1 hour for every 40 hours worked at 3 to 10 years 1.53 hours of PTO for every 40 hours worked and at 10 years 2.30 hours of PTO for every 40 hours worked.
We offer a vehicle purchasing programs for all the vehicle brands we offer.? All you need to do is contact the GM of that dealership to see what options they currently have available.
Requirements
Knowledge, skills and abilities
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individual with disabilities to perform the essential functions.
Educations and/or Experience
Associate's degree or equivalent from two-year College or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
Language Skills
Ability to read, analyze and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups and/or board of directors.
Mathematical Skills
Ability to work with mathematical concepts such as probability and statistical inference and fundamentals of algebra. Ability to apply concepts such as fractions, percentages, rations an proportions to practical situations.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.
Salary Description $125,000 to $250,000 annually
Corporate & FinanceAssociate (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
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.
Cognizant Workday practice is recruiting for upcoming graduates who are looking for an exciting, entry level consulting opportunity starting in the summer of 2026. We proudly partner with Workday, one of the leading cloud-based software solutions for HR, Finance, Payroll management, and Student Services. As an Organizational Change and Training Associate Consultant at Cognizant Workday practice, you will be part of a project team working with customers to get the most out of their Workday Implementation.
Our Finance AMS Associate Consultant position is best suited for self-starters who are eager to work with exciting, Fortune 500 companies and dive headfirst into all phases of Workday system implementations. We provide world-class, classroom, virtual and on-the-job training, an exceptionally encouraging network of mentors. Our associates' diverse set of backgrounds offer varied perspectives and fuel new ways of thinking! Join our dedicated team of experienced Workday implementation & AMS professionals and become part of our dynamic, fast-paced, HR/Finance transformation consulting practice.
**Responsibilities:**
+ Become a Workday champion and partner closely with your team and customers to achieve excellence in each phase of your assigned projects.
+ Execute on the assigned support activities by your team lead(s) with utmost quality and as per the milestone\resolution time
+ Assist the Lead Consultant(s) in gathering business requirements, designing and prototyping, testing and implementing business solutions.
+ Configure the system to the customers' expectations and requirements
+ Master the art of "follow through". Frequently update your team Lead and Service Delivery Manager on timeline, tasks, risks, roles & responsibilities, etc.
+ Proactively keep yourself abreast of Workday updates and project changes. Seek out opportunities to further your skills and professional growth. We love initiative!
**Skills and Requirements:**
+ 1 year of work experience in an office environment, preferred.
+ Bachelor's degree or equivalent experience in Computer Science, Finance, or related field.
+ Passion for exceptional customer service.
+ Strong communication, presentation and analytical skills, with the ability to effectively manage customer expectations.
+ Intermediate knowledge of Microsoft Office Suite, particularly Microsoft Excel and PowerPoint
+ Travel to customer site, when needed.
**Why Choose Cognizant Workday practice?**
+ Flexible work schedules or working out of one of our hub locations to cultivate personal and professional balance.
+ Competitive benefits including 401(k) matching program, Medical, Dental, Life, and Vison insurance, and perk benefits such as commuter plans and pet insurance.
+ Inclusive benefits that support mental health, gender affirmation journeys, caregiving and all paths to parenthood, excellent paid parental leave programs.
+ Established Employee Resources Groups (ERG's) that provide a safe space for employees to build relationships, connect, and develop initiatives to enhance diversity and inclusion.
+ Committed to giving back to improve our communities and environmental impact.
+ Learning and development opportunities through established corporate programs, on and off-site trainings, and on-demand online learning courses.
**Salary and Other Compensation**
Applications are accepted on an ongoing basis.
The annual salary is $75,000.00, depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
**Location**
New hires will be aligned to the Cognizant office in **Plano, TX,** where you will work alongside other experienced Cognizant associates. Applicants must be willing to relocate to this major geographic area.
**Work Authorization**
Due to the nature of this position, Cognizant cannot provide sponsorship for U.S. work authorization (including participation in a CPT/OPT program) for this role.
**Disclaimer:**
Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
_Cognizant is always looking for top talent. We are searching for candidates to fill future needs within the business. This job posting represents potential future employment opportunities with Cognizant. Although the position is not currently available, we want to provide you with the opportunity to express your interest in future employment opportunities with Cognizant. If a job opportunity that you may be qualified for becomes available in the future, we will notify you. At that time you can determine whether you would like to apply for the specific open position. Thank you for your interest in Cognizant career opportunities._
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
$75k yearly 20d 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
Associate - Harbor Financial Group- Gig Harbor, WA
Thrivent 4.4
Finance associate job in Gig Harbor, WA
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
Associate
Enjoy the rewards of working as part of a team helping clients make financial choices guided by values. You'll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you'll have a stable income and the ability to focus on learning and development and the opportunity to serve clients with mentorship. This is a hybrid role with the expectation of coming into the office periodically. While most of the work can be done remotely, occasional in-person collaboration is encouraged based on team needs and business priorities.
Licensing and Training
Over your first 2 to 3 months, you will study for and obtain necessary licenses, including:
State Life, Health and Annuity
Securities Industry Essentials (SIE)
Series 6 and 63 or 7 and 66.
After completing licensing, you may enroll in a comprehensive training program lasting up to eight weeks.
What you can expect
After licensing and training, you'll start building your book of business with the ultimate goal of joining the Harbor Financial Group in the traditional financial advisor role within three months to three years. During this period, typical activities include:
Meeting with potential clients to build genuine, long-term relationships based on shared values and goals.
Educating and empowering clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity.
Building a strong personal network through local nonprofits, churches and businesses for future growth.
Developing skills and best practices to be a successful financial advisor.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent Financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Compensation and Benefits
You will receive stable income that includes individual and team sales commissions, and incentive pay structures. You will also be eligible for Thrivent's industry-leading benefits:
The role offers a competitive compensation range of $75,000- $90,000 annual salary plus performance-based incentives
Medical, dental and vision insurance.
Disability, accidental death and dismemberment insurance.
401(k) and pension opportunities.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs and award-winning workshops that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$75k-90k yearly Auto-Apply 60d+ ago
Finance Manager
Stoke Space
Finance associate job in Kent, WA
At Stoke, we believe that a thriving space economy leads to a vibrant, sustainable, and equitable future here on Earth. That is why we are building our fully and rapidly reusable vehicle, Nova. It is designed to fly daily and solve the core challenges of space transportation - it reduces cost, increases availability, and enhances reliability. By radically lowering the cost and increasing the cadence of launch, we're able to create a truly scalable space industry.
Our team is mission-driven, collaborative, and empowered with ownership of their work. If you want to work with some of the most dedicated and talented people on Earth, come join us.
Description
We are seeking a skilled and motivated Finance Manager to join our team. The ideal candidate will have a strong background in financial planning and analysis and provide financial planning leadership across all functions of the company. This role will partner closely with the engineering, manufacturing, test, launch, and administrative team leaders to drive financial performance and support strategic decision-making.
Responsibilities
Lead the budgeting process, maintain a current cash forecast, and ownership of the long-term financial plan
Provide actionable insights to leadership regarding financial performance, including quantifying financial risks, and opportunities
Partner with Program Managers to develop and maintain program budgets, regularly monitor cost/schedule variance, and evaluate changes
Create high-quality financial presentations for executives, investors, and the Board of Directors, that synthesize program performance, operational results, and strategic initiatives
Build and maintain financial tools that enhance transparency across programs and operations, including creation of custom reports to assist program managers understand their financial performance
Provide decision support for pricing, proposals, investment cases, and make-vs-buy analyses
Drive process improvements and automation initiatives to enhance efficiency and accuracy of financial forecasting systems
Evaluate existing financial reporting tools and assist with implementation of new financial systems as the company scales
Proactively identify areas for process improvement and implement changes as appropriate
Qualifications
5-10 years of professional finance experience and a bachelor's degree in finance, accounting, business, engineering or an equivalent combination of education and experience
Strong knowledge of cost accounting, program finance, and FP&A processes
Advanced Excel and financial modeling skills
Experience administrating automated reporting and visualization tools, including creation of custom dashboards
Excellent communication skills, with an ability to convey complex financial information clearly to non-financial stakeholders
Strong analytical and problem-solving skills, with a capacity to identify issues and implement effective solutions
Self-starter with demonstrated history of ownership and accountability
Strategic thinker who can convert data into actionable business insights
FP&A experience working in the aerospace & defense or manufacturing industries preferred
Team player with exceptional organizational skills and attention to detail
Proven ability to multi-task, prioritize, and work effectively in a fast-paced environment
Benefits
Equity - We know that our employees are the reason we succeed. To give everyone a stake in our future, we are pleased to offer equity in the form of stock options to all regular, full-time employees.
Comprehensive benefits program including subsidized medical, dental, and vision insurance
Company-paid life and disability insurance
401(k) plan with employer match
4 weeks' Paid Time Off
Holidays - 10 days (including an end-of-year closure)
Paid Family/Parental Leave
On-site gym or monthly wellness stipend (depending on location)
Dog friendly offices!
Compensation
$112,245 - $186,900
Our job posts are intentionally written to attract a wide variety of experience levels, and we make decisions about the right fit on a per-candidate basis.
Your actual level and base salary will be decided based on your specific experience and skill level.
ITAR Requirements
To conform to U.S. Government space technology export regulations, including the International Traffic in Arms Regulations (ITAR), you must be a U.S. citizen, lawful permanent resident of the U.S., protected individual as defined by 8 U.S.C. 1324b(a)(3), or eligible to obtain the required authorizations from the U.S. Department of State.
Equal Opportunity
The Company is an Equal Opportunity Employer, including with respect to disability and veteran status. It is committed to compliance with all equal opportunity laws, including the Immigration and Nationality Act (INA) and Title VII. It does not discriminate on the basis of nationality, race, citizenship, immigration status, or any other protected class when it comes to employment practices, including hiring.
Employment at the Company is contingent upon satisfactory completion of reference and background checks, and on your ability to prove your identity and authorization to work in the U.S. for the Company. Employees must comply with the United States Citizenship and Immigration Services employment verification requirements, and, therefore, they must complete an Employment Eligibility Verification Form I-9 at the start of employment and re-verify authorization to work periodically.
Separate from this I-9 process, this position entails access to certain technology and technical data that is restricted under U.S. export control laws and regulations. Employment or continued employment may be conditioned on your legal authorization to work with or have access to export control materials as necessary to perform your job.
E-Verify
Stoke Space uses E-Verify to confirm the identity and employment eligibility of all new hires.
$112.2k-186.9k yearly Auto-Apply 51d 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 3.7
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
TAS Manager - Financial Due Diligence
RSM 4.4
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
Automotive Finance Manager
Rairdon Auto Group
Finance associate job in Sumner, WA
📣 Now Hiring: Automotive Finance Manager Type: Full-Time | Commission $60,000-$200,000/year | Growth-Focused Culture
Are you a top-performing F&I professional ready to accelerate your career? Or have you been in automotive sales and are eager to learn finance but have been overlooked?
Rairdon's Honda of Sumner is seeking a driven Automotive Finance Manager to join our award-winning team. If you thrive in a fast-paced environment, are passionate about helping customers, and love closing deals - we want to hear from you.
🌟 What You'll Do:
Present customers with additional product offerings to enhance their vehicle and ownership experience
Prepare paperwork and contracts for automotive lease and loan financing
Partner with banks and lending institutions to secure competitive financing
Structure deals to maximize dealership profitability and customer satisfaction
Manage deal flow and ensure timely processing to accounting offices
Ensure every deal is fully compliant with local, state and federal guidelines
Guarantee the expeditious funding of all contracts
🧩 What You Bring:
Prior experience in an F&I Manager or Sales Associate role (automotive dealership preferred)
Excellent negotiation and presentation skills
Deep understanding of finance programs, extended warranties, and F&I regulations
A customer-first mindset with the ability to drive profitability
Strong organizational skills and attention to detail
🚀 What We Offer:
Competitive pay | commissions & bonuses
Health, dental, vision
401(k) with company match (after 1 year)
Paid time off
Fast-paced, fun work environment with leadership that supports your success
Opportunities for advancement within the Rairdon Auto Group
Make your move. Make your mark.
Be a part of something bigger at Rairdon's Honda of Sumner. Apply now and let's build something great together.
Available Benefits, subject to eligibility requirements:
Medical, Vision, & Dental Insurance
Voluntary Short Term Disability Insurance
Voluntary Accident Insurance
Critical Illness Insurance
Hospital Indemnity Insurance
401k plan, subject to completion of the introductory period and other eligibility requirements
Paid Time Off:
All employees earn 1 hour of paid time off for every 40 hours worked in compliance with the applicable state paid sick leave law.
Following 36 months of continuous service, full-time employees will earn an additional 40 hours of RAG PTO on each anniversary date. Following 120 months of continuous service, full-time employees will earn 80 hours of RAG PTO on each anniversary date.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$60k-200k yearly 6d ago
Analyst, Corporate Development
Qualtrics 4.3
Finance associate job in Seattle, WA
At Qualtrics, we create software the world's best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform-we are the creators and stewards of the Experience Management category serving over 20,000 clients globally. Building a category takes grit, determination, and a disdain for convention-but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.
When you join one of our teams, you'll be part of a nimble group that's empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the microphone and iterating until the best solution comes to light. You won't have to look to find growth opportunities-ready or not, they'll find you. From retail to government to healthcare, we're on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that's work worth doing.
**Corporate Development Associate**
**Why We Have This Role**
As a global leader in experience management, M&A is one of Qualtrics' key growth vectors. We are looking for an associate to join the tight-knit Strategy & Corporate Development team. As Corporate Development Associate, you will play a crucial role in shaping our inorganic strategy and driving our global corporate development efforts.
**How You'll Find Success**
+ Highly motivated, takes initiative and has the ability to get things done autonomously.
+ Excellent problem solver with strong business acumen and a data driven mindset.
+ Strong understanding of key software / SaaS business metrics and KPIs.
+ Superb valuation and modeling skills, familiarity with accounting principles.
+ Effective communicator with strong oral and written communication skills.
+ Ability to collaborate effectively with cross functional teams and senior leaders.
+ Ability to handle multiple projects at the same time without sacrificing work quality.
**How You'll Grow**
+ Mentorship - You will be able to learn the ins and outs of corporate development from senior members of the team.
+ Increased responsibility - As you develop, there will be opportunities to run projects from start to finish and present to senior leaders.
+ End-to-end experience - You will play a pivotal role in the entire M&A process, including strategy formulation, market mapping, business case development, etc. to deal execution.
+ Exposure - You will have a front row seat to strategy setting and decision making through interactions with C-level executives and Board members.
+ Domain knowledge - You will establish a robust understanding of industry trends, market participants, and competitive dynamics in the experience management and enterprise software markets.
**Things You'll Do**
+ Support all aspects of the deal process, including sourcing, qualification, financial analyses and modeling, due diligence, and closing and integration planning activities.
+ Assist in strategic transaction planning and vetting efforts, including gathering input from cross-functional teams and incorporating comprehensive internal and external views into thoughtful insights and business cases for potential opportunities.
+ Partner with the business to identify potential acquisition candidates and articulate their contributions to Qualtrics' strategic objectives.
+ Conduct holistic analyses to support decision making, including TAM/SAM estimates, market landscapes, business case and valuation modeling.
+ Actively participate in enhancing group practices and processes to augment Qualtrics' M&A competency
**What We're Looking For On Your Resume**
+ Undergraduate degree with high academic achievement from a top-tier university.
+ 2+ years of relevant work experience, including corporate development, investment banking, equity research, or venture capital/private equity.
+ Experience analyzing a wide variety of M&A transactions and performing rigorous financial and valuation analyses.
+ Demonstrated career progression with increasing responsibility over time.
**What You Should Know About This Team**
+ We are a small, tight-knit team, and we are thoughtful in how we collaborate.
+ We work closely with senior leaders across the business on a daily basis.
+ The team is well regarded and the rest of the company values our partnership and expertise.
+ We invest in and mentor team members professionally.
+ This role will be based out of one of Qualtrics' HQs (Provo, UT and Seattle, WA).
**Our Team's Favorite Perks and Benefits**
+ Experience bonus
+ Wellness reimbursement
+ We take pride in our offices design aiming at fostering creativity from our rooftop views to an open and collaborative work space.
+ 30 paid days off - 15 PTO + 5 Personal Days + 10 Holiday Closures (additional after a year)
+ On top of standard benefits package (medical - employees and their families, dental, vision, life insurance, etc) we provide snacks, drinks, and free lunches in our office
**The Qualtrics Hybrid Work Model:** Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays, plus one day selected by your organizational leader. These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life. #hybrid
_Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic._
_ Applicants in the United States of America have rights under Federal Employment Laws: Family & Medical Leave Act (********************************************** , Equal Opportunity Employment (**************************** , Employee Polygraph Protection Act (****************************************************************************
_Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know._
_Not finding a role that's the right fit for now? Qualtrics Insiders is the one-stop shop for all things Qualtrics Life. Sign up for exclusive access to content created with you in mind and get the scoop on what we have going on at Qualtrics - upcoming events, behind the scenes stories from the team, interview tips, hot jobs, and more. No spam - we promise! You'll hear from us two times a month max with fresh, totally tailored info - so be sure to stay connected as you explore your best role and company fit._
_For full-time positions_ , this pay range is for base per year; however, base pay offered within this range may vary depending on location, job-related knowledge, education, skills, and experience. A sign-on bonus and restricted stock units may be included in an employment offer. Full-time employees are eligible for medical, dental, vision, life and disability, 401(k) with match, paid time off, a wellness reimbursement, mental health benefits, and an experience bonus. For a detailed look at our benefits, visit Qualtrics US Benefits (**************************************************** .
Washington State Annual Pay Transparency Range
$88,000-$131,000 USD
$88k-131k yearly 60d+ ago
Personal Financial Representative
Salal Credit Union 4.0
Finance associate job in Seattle, WA
Salal Credit Union of Seattle, WA is looking to hire full-time Personal Financial Representatives to provide quality customer service to our members at our Northgate location. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer, service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on!
Location:
A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE
As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members.
In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position!
QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE
Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking.
1+ years of successful sales and customer service experience is desired.
Ability to interact positively with co-workers, management, and the public.
Ability to pair sales skills with a service mindset.
Willingness to proactively sell our products and services.
Excellent customer service skills.
Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union!
Compensation and Benefits offered:
Competitive base salary of $19.98 - $27.97 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $23.00 - $25.50.
Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary.
Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions.
15 days of vacation.
12 days of sick time.
2 floating holidays per year (eligible for use after 90 days of employment).
Paid holidays in accordance with the Federal Reserve calendar.
Tuition reimbursement.
401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment.
Charitable contribution matching.
Monthly transportation subsidy for employees that qualify.
Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee.
Expanded details about our benefit offerings can be found at the following link: ************************************************
WORK SCHEDULE
This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30am- 2:30pm on Saturdays.
READY TO JOIN OUR TEAM?
We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
Salal Credit Union participates in E-Verify
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the Credit Union. Information about NMLS and registration requirements of registration can be found at: ********************************************************************* - *********************************************************************
If you have any questions about this process, please contact our Talent Acquisition Team at ******************* - mailto:*******************.
$20-28 hourly Easy Apply 60d+ ago
Finance Manager
Kitsap Regional Library 3.6
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
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.
How much does a finance associate earn in Olympia, WA?
The average finance associate in Olympia, WA earns between $32,000 and $104,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Olympia, WA
$57,000
What are the biggest employers of Finance Associates in Olympia, WA?
The biggest employers of Finance Associates in Olympia, WA are: