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  • Head of Finance

    Integrate 4.3company rating

    Finance associate job in Seattle, WA

    About Us Integrate is a Seattle-based company building program management software for the world's most ambitious machines 🦾 Integrate simplifies cross-organizational collaboration within deep tech (think rockets, self-driving cars, robotics), with vendors, customers, and other external stakeholders as seamlessly as other software solves collaboration for internal teams. We are revolutionizing how organizations work together in the new deep tech economy by reducing communication overhead and unnecessary workload. Our Solution Despite growing tailwinds in deeptech and manufacturing industries in the US, existing software tools are inadequate to keep up with the rapid iteration and accelerated pace of hardware development. Integrate is developing a modern, specialized software solution that will enable seamless communication between all stakeholders internal and external to bring on the future, faster. The Role We're looking for a Head of FP&A who thrives at both 30,000 feet and in the trenches. This person will own our financial planning function end-to-end: building strategic models that shape company direction while also diving into the operational details that keep our finances sharp, compliant, and actionable. You'll be a key thought partner to leadership - driving insights for board materials, fundraising, and longterm growth strategies - while also making sure the monthly close, reporting cadence, and day-to-day finance operations run smoothly. ResponsibilitiesStrategic Leadership Own companywide financial planning: annual budgets, quarterly forecasts, longterm planning. Build models to support strategic decisions (hiring, pricing, GTM, fundraising, M&A). Partner with the CEO and leadership team to translate company strategy into financial targets and measurable KPIs. Provide clear insights and recommendations to the executive team and board. Finance Operations Oversee cash flow management, headcount planning, and operating expenses. Drive reporting: monthly/quarterly financial packages, board decks, and investor updates. Ensure accuracy and efficiency in day-to-day finance processes (expense tracking, vendor payments, revenue recognition, etc.). Work closely with the operations team to align on close processes, compliance, and audit readiness. Implement and optimize financial systems, tools, and dashboards. Own accounts receivable and accounts payable. Business Partnering Support department heads with budget ownership and decision-making. Translate complex financials into clear, actionable narratives. Proactively surface risks, opportunities, and trade-offs. Who You Are 7-10+ years in FP&A, strategic finance, or investment banking/consulting with hands-on operational finance experience. Strong modeling and forecasting skills; expert in Excel/Google Sheets, comfortable with finance tools (e.g., Pry, Pilot, Quickbooks). Equally comfortable presenting in the boardroom and reconciling the details of an expense report. Strong communicator - able to distill complex data into insights for technical and non-technical audiences. Thrives in a startup or high-growth environment; willing to build processes where none exist. Strategic thinker with a bias for action and a willingness to get into the weeds. Compensation $145,000 - $175,000 a year Integrate offers comprehensive medical, dental and vision insurance and pays 100% of employee premiums, as well as a 401k matching program. Every offer of employment includes an equity component. Why This Role Matters This role is central to shaping our company's trajectory. You'll be the financial backbone for decision-making, ensuring we can scale intentionally, deploy capital wisely, and tell a compelling financial story to investors, partners, and our team. Join us at Integrate and lead the charge in securing the future of deep tech innovation. ITAR Requirement This position requires access to information protected under US export control laws, including the International Traffic in Arms Regulations and/or the Export Administration Regulations. As such, US person status (including US citizens, U.S. permanent residents, individuals granted U.S. asylum status, or individuals admitted in U.S. refugee status) is a required qualification for this position. Equal Opportunity Employer We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity and/or expression, national origin, protected veteran status, disability, genetics, or citizenship status (when otherwise legally authorized to work and access export-controlled data) and will not be discriminated against on the basis of such characteristics or any other status protected by the laws or regulations in the locations where we operate. We encourage applicants of all ages. Please note that this is an onsite role with the expectation that you will work from our office in the Ballard area. #J-18808-Ljbffr
    $145k-175k yearly 5d ago
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  • Mid-Level Project Finance Associate - Renewable Energy

    Stoel Rives LLP 4.8company rating

    Finance associate job in Seattle, WA

    Stoel Rives is seeking a mid-level 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: Support 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. Support financing transactions, acquisitions, and joint ventures of projects and platforms. Draft 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. Execute due diligence, collaborate with cross-functional teams (tax, regulatory, real estate), and interface with clients and counterparties from term sheet to closing. Qualifications: JD and active bar membership in good standing; ability to gain admission where required. Three to five years of experience in debt and tax equity project finance and M&A at an AmLaw firm or equivalent, with substantial renewables experience. Experience supporting transactions, managing timelines, and facilitating closings. Familiarity with 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 $235,000 to $295,000. 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.
    $235k-295k yearly Auto-Apply 46d ago
  • Future Positions

    Masterworks 3.5company rating

    Finance associate job in Poulsbo, WA

    Job DescriptionSalary: Masterworks is always seeking talented people to join our team. If you are interested in being considered for a future position please complete the candidate process by applying to this posting. If there is a current position you are interested in please apply directly for that role by clicking on the job title, listed on our website. Questions can be sent to hr@masterworks.agency. Functional areas within Masterworks: Administration Data Analytics Data Production Client Services Creative Digital Media Digital & Print Production Finance Media Project Management Requirements: Varies by role
    $66k-109k yearly est. 13d ago
  • Lumber Commodity Trader

    Careerpaths NW

    Finance associate job in Woodinville, WA

    Lumber Commodity Trader Company Products / Services: Our client, a privately held organization, specializes in lumber and building material products such as joists, trusses, panels/siding. They operate branches and product divisions throughout the U.S, providing their services primarily to customers in multi-family, commercial and residential construction disciplines. They offer a comprehensive benefits package, including 401(k) matching, dental insurance, health insurance, health savings account, life insurance, paid time off, and vision insurance. Role Overview: This full-time, salaried exempt position is based at our client's Woodinville Branch and reports to the CEO. The role involves improving the branch's gross profit margins by purchasing lumber on behalf of the Woodinville Sales Team. This includes cultivating relationships with suppliers, managing inventory, preparing weekly reports summarizing purchasing opportunities, and coordinating with other teams to ensure timely and accurate delivery of products. The successful candidate will also have a senior presence in the lumber buying space and will be expected to attend industry events and perform market research to inform buying activities. Responsibilities: Purchase lumber products and building materials supporting all sales efforts in the company's Branch operations. Cultivate and develop new supplier relationships through physical site visits and strategic outreach. Manage inventory and supervise periodic inventory counts at branch physical locations. Prepare weekly reports summarizing purchasing opportunities and comparing product pricing for the sales team. Communicate with dispatch, logistics, sales, and account management teams to ensure timely and accurate delivery of products ordered. Prioritize workflow and customer needs in a fast-paced environment. Provide responsive and friendly customer service to all stakeholders. Keep abreast of market activities and pricing trends. Communicate proactively with other purchasing groups to confirm demand side needs. Qualifications: 7+ years of experience working at a lumber trading firm. Existing book of lumber trading (“buying and selling”) accounts. Long standing relationships with Mills and suppliers within a 250-mile radius of Seattle, Washington. Strong data analysis, critical thinking, and problem-solving skills. Self-starter with the ability to prioritize many urgent requests. Excellent interpersonal and communication skills, including verbal and written. Growth mindset and “grinder” orientation. Proficiency with Microsoft Office, Teams and web-based software. Experience with Wood Pro ERP software and Power BI, a plus. Willingness to contribute to building an energetic and exciting organization. Compensation: Our client offers a lucrative compensation package for an experienced and proven commodity trading specialist. The range depends on experience and qualifications. Benefits include health insurance, a 401(k)-employer match, and profit-sharing program. If you are an experienced Lumber Commodity Trader looking for a new challenge in a fast-paced, energetic organization, we encourage you to apply.
    $61k-102k yearly est. 8d 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 3d ago
  • Financial Services Intern

    Tacoma Community College 3.9company rating

    Finance associate job in Tacoma, WA

    Who We Are is for currently enrolled TCC students only. If not currently enrolled as a college student please apply to the other listed positions and/or pools available on the TCC jobs/employment portal, thank you. * This recruitment is to establish an applicant pool for future vacancies. Individuals will be contacted as vacancies occur. Tacoma Community College is a public two-year institution that serves a diverse population of approximately 14,000 students. We embrace our identity as a community college and strongly encourage applications from candidates who recognize and honor the important role that equity, diversity, and inclusion brings to an educational community. Our stated mission is to create meaningful and relevant learning, inspire greater equity, and celebrate success in our lives and in our communities. We are recognized nationally as an, Achieving the Dream "leader college" and our faculty are engaged in innovative work to improve student retention and program completion. According to the Community College Survey of Student Engagement, TCC ranks high on measures of active learning and academic challenge, thanks to our creative and scholarly faculty. We seek to recruit and retain a workforce that: * Reflects the diversity of our community. * Values intellectual curiosity and innovative teaching. * Is attracted by the campus mission promoting equitable access to educational opportunities. * Cares about student success and collaborates on strategies to facilitate success for underrepresented populations. * Welcomes difference and models respectful interaction with others. * Engages effectively with the community both within and outside of TCC. Regional Setting For information on Tacoma and the surrounding area: ************************************************ Position Overview The Financial Services intern will assist the Financial Services office with the essential functions listed below. This internship works on a quarter-by-quarter basis. Essential Functions FINANCIAL SERVICES * Learn about the General Ledger * Learn how to prepare and review pivot tables with large amounts of data. * Learn to analyze financial data. * Learn about the Budget Process: * Learn to correct/process budget errors and budget transfers * Investigate budget issues * Help the College community with budget questions * Learn the Capital Projects Accounting Process * Verify invoices * Learn how to Prepare/analyze invoice reconciliations * Learn how to prepare Capital draw documentation Qualifications Duties of the position required experience: * Ability to use a computer; including Word Processing, Excel, PowerPoint, internet research, and email; Required conditions of employment: * Successful completion of a criminal history background check. * Must be a current TCC student. * Ability to follow oral instructions. * Ability to get along well with others Duties of the position require knowledge, skills and abilities: * Ability to use Microsoft Word, Excel, PowerPoint, internet web browser, and email * Ability to proactively build positive relationships, foster team unity at all levels of the college, and strive for positive interactions with individuals across the campus; * Ability to work as part of a team and independently; * An appreciation of diversity and the benefits of a commitment to cultural awareness and sensitivity in the workplace; * Ability to establish and maintain positive and collaborative working relationships with students, colleagues, and staff; * Engaging in critical self-reflection and growth; openness to feedback, change, and professional development; * Ability to accept personal responsibility for the quality and timeliness of work, ability to learn from mistakes, and be proactive with identifying solutions to prevent future issues. Able to be relied upon to achieve excellent results with little need for oversight. * Skill in building and maintaining internal and external customer satisfaction; * Excellent customer service skills; including establishing, building and maintaining internal/external customer satisfaction. * Identify and understand issues, challenges, and learning opportunities; be proactive and strategic with solutions; * Ethics, integrity, and sound professional judgment; * Communicate promptly and responsively to the needs of the department and college community; including communicating with supervisor, end customer and customer's manager about work order status. * Maintain established standards of work, customer response and professional conduct in performance of the position duties; * An understanding and willingness to follow applicable laws, regulations and other standards to establish and/or maintain a safe work environment. * Ability to analyze and resolve problems. Application Process Application Materials Complete application packages must include the following: * Tacoma Community College online application. * Resume. Terms of Employment These part-time student hourly positions are bound by the WAC 357-04-045provisions above. Scheduled to work up 16 hours per week and on a quarter-by-quarter basis. The facilities position work locations are the TCC main campus and Gig Harbor Campus. The salary is $20.00-$20.00 per hour. TCC Part-time hourly and student employees including work study students, willaccrueone hour of paid sick leave for every 40 hours worked. Hourly non-student employeesmay be applicable for comprehensive health care benefits package for you and your dependents includes medical, dental and vision insurance. Life and long- term disability insurance plansand retirement benefits are also provided. For more information, please visit our employment page/employment benefits:****************************************** Tacoma Community College values diversity and is an Equal Opportunity Employer and Educator. Tacoma Community College provides equal opportunity in education and employment and does not discriminate on the basis of race, color, national origin, age, disability, genetic information, sex, sexual orientation, marital status, creed, religion, or status as a veteran of war. Prohibited sex discrimination includes sexual harassment (unwelcome sexual conduct of various types). Provides reasonable accommodations for qualified students, employees, and applicants with disabilities in accordance with the Americans with Disabilities Act and Federal Rehabilitation Act. The following persons have been designated to handle inquiries regarding non-discrimination policies: Stephen Smith, Title VII and Title IX, Building 14, ************; Kathryn Held, Section 504 Officer, Student Affairs Administration Office at ************. This recruitment announcement does not reflect the entire job description and can be changed and or modified without notice. Tacoma Community College Human Resources 6501 S 19th St Bldg. 14, Tacoma WA 98466 *********************************
    $20-20 hourly 31d ago
  • Customer Financial Services Representative

    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 20d ago
  • Summer Finance Intern

    Truveta

    Finance associate job in Seattle, WA

    Truveta is the world's first health provider led data platform with a vision of Saving Lives with Data. Our mission is to enable researchers to find cures faster, empower every clinician to be an expert, and help families make the most informed decisions about their care. Achieving Truveta' s ambitious vision requires an incredible team of talented and inspired people with a special combination of health, software and big data experience who share our company values. This position is based out of our headquarters in the Greater Seattle area. #LI-hybrid Who We Need Truveta is rapidly building a talented and diverse team to tackle complex health and technical challenges. Beyond listed below, we are looking for team-oriented, passionate, collaborative, and dependable teammates, who proactively look for opportunities to jump in, roll up their sleeves, and make a difference. If you are interested in the opportunity to pursue purposeful work, join a mission-driven team, and build a rewarding career while having fun, Truveta may be the perfect fit for you. This Opportunity As a Finance Intern, you will help support our Finance team in key financial and operational initiatives. You will work closely with senior leaders to help analyze financial data, assist with budgeting, support financial reporting processes, and engage in various aspects of financial operations. We are looking for someone with a positive, proactive attitude, comfortable with ambiguity, and able to thrive in a fast-paced startup environment. You Will: Assist with preparing financial reports, presentations, and analysis for senior leadership Support the preparation and maintenance of financial models, including budgeting and forecasting processes Assist with the management of financial data and contribute to financial audits and compliance efforts Support tracking and reporting of key performance indicators (KPIs) for financial performance Help with the preparation and review of expense reports and invoices Collaborate with cross-functional teams to gather data and provide financial insights for key projects Complete other duties as assigned Key Qualifications include: Degree in Finance, Accounting, Business, Economics, or related field (or pursuing one) Previous internship experience in finance, accounting, or a similar role is preferred Strong proficiency in MS Office, particularly Excel (advanced skills in Excel preferred) Excellent analytical, problem-solving, and critical-thinking skills Outstanding communication and interpersonal skills Strong organizational and time management skills Ability to handle multiple tasks and prioritize effectively in a fast-paced environment A proactive attitude and eagerness to learn and contribute to team success Willingness to be present in the office at least 4 days per week Why Truveta? Be a part of building something special. Now is the perfect time to join Truveta. We have strong, established leadership with decades of success. We are well-funded. We are building a culture that prioritizes people and their passions across personal, professional and everything in between. Join us as we build an amazing company together. We offer: Monthly stipend of $1,800 Company-issued laptop and equipment Opportunities for future full-time positions Truveta is committed to creating a diverse, inclusive, and empowering workplace. We believe that having employees, interns, and contractors with diverse backgrounds enables Truveta to better meet our mission and serve patients and health communities around the world. We recognize that opportunities in technology historically excluded and continue to disproportionately exclude Black and Indigenous people, people of color, people from working class backgrounds, people with disabilities, and LGBTQIA+ people. We strongly encourage individuals with these identities to apply even if you don't meet all of the requirements. Please note that all applicants must be authorized to work in the United States for any employer as we are unable to sponsor work visas or permits (e.g. F-1 OPT, H1-B) at this time. We appreciate your interest in the position and encourage you to explore future opportunities with us.
    $31k-39k yearly est. Auto-Apply 21d ago
  • Digital Banking Specialist - Onsite (Tacoma, WA)

    Heritage Bank 4.4company rating

    Finance associate job in Tacoma, WA

    Heritage Bank Currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The d igital banking specialist position is responsible for the timely and accurate completion of operational, customer support, and/or technical support activities, i.e., set ups, troubleshooting, research, and day-to day support to internal and external customers for all digital channel products including but not limited to: Business/Consumer Online and Mobile Banking, Remote Deposit Capture (RDC), Bill Pay, Electronic Funds Transfer (EFT), Online ACH origination and online wire transfers, ensuring compliance with operational and regulatory policies/procedures to mitigate risk. This position is Full Time; typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Tacoma, Washington Base Salary Range: Level I - $20.50 - $25.62 - $30.75 per hour Level II - $22.04 - $27.55 - $33.06 per hour Depending on qualifications and experience Digital Banking Specialist I or II may be considered. The Role at a Glance: Researches and responds to internal and external customer inquiries via Jira, email, phone or in person. Protects and maintains confidentiality with all customer financial data when handling customer requests and transactions. Acquires knowledge to set-up, implement and maintain business online banking, and Business RDC customers. Assists in providing troubleshooting and support to business and consumer online banking customers, remotely using Computer Sharing Software and over the phone. Reconciles assigned general ledger and bank control accounts in a timely and accurate manner. Contributes to the success of the department with willingness to share and cross train in all department responsibilities, as required or assigned. Core Skills and Qualifications: High School Diploma or equivalent required. Coursework and/or certification in business or accounting, and/or relevant education - preferred. Level I - 1+ year recent customer service, data entry, clerical and/or office support experience, demonstrating working knowledge of general office administration practices and procedures required. Recent experience in Electronic / Digital Banking with working knowledge and understanding of Online Banking, Mobile Banking, RDC, EFT processing and regulatory compliance preferred. Level II - 2+ years recent experience in bank operations, electronic / digital banking and/or branch banking, which includes working knowledge and proficiency in online / mobile banking, RDC, EFT processing and regulatory compliance in a financial services industry required. Equivalent combination of education and experience may be considered. Provides high level of quality service for internal/external customers; responds to customers' needs, questions and concerns in an accurate, effective, and timely manner. Ability to provide clients with information and data, as well as gain their trust and respect while maintaining personal composure when confronted with a difficult situation and/or customer. Ability to escalate to next level management. Effective interpersonal and written/verbal communication skills with the ability to communicate technical issues over the phone, in person and via email; and ability to read, write, speak, and understand English well. Effective research, attention to detail, time management, and organizational skills to manage multiple assignments and reporting requests to meet concurrent deadlines, with moderate supervision and oversight. Basic understanding of debit/credit relationships and negotiable instruments; general math skills to balance accounts and locate routine and non-routine mathematical errors, to process debits and credits accurately, and adhere to customer instructions. Ability to learn and gain an understanding and apply principles, procedures, requirements, regulations, and policies related to assigned area, as well as gain working knowledge of the Bank's policies, procedures, products, and services. Unquestionable integrity in handling sensitive and confidential information required. Working knowledge of office administration practices and procedures. Basic knowledge of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly. PC Experience using ticketing systems (Jira, etc.) - preferred. Working Environment/Conditions: Climate controlled office environment. Work involves being able to concentrate on the matter at hand under sometimes distracting work conditions and frequent interruptions during the day. Work requires willingness to work a flexible and/or rotating schedule or extended hours, as needed. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials. Occasional lifting and/or moving up to 10 lbs. (files, boxes, etc.) At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Information Technology / Systems## ##Street:3615 Pacific Avenue## ##City:Tacoma## ##State:WA## ##ZipCode:98418####Internal:false##
    $22-27.6 hourly Auto-Apply 60d+ ago
  • Financial Analyst

    College Success Foundation 4.3company rating

    Finance associate job in Bellevue, WA

    SUMMARY: The Finance Analyst is responsible for financial reporting to support the Foundation and its subsidiaries' internal and external stakeholders. The Financial Analyst will support management of various levels, including regional and national board of directors, grantors, and requests to provide accurate financial reports and analysis. The Financial Analyst will support the annual budgeting process and subsequent review and forecasting throughout the fiscal year. In addition, the Finance Analyst will work in collaboration with the Grants Manager, Controller, Director of Finance & Accounting, and all members of executive management as necessary. PRIMARY DUTIES AND RESPONSIBILITIES: Prepare, review and disseminate monthly, quarterly, annual and periodic financial information as requested by internal leaders and external partners, to include staff, management, board presentations and external inquiries. Support the Controller with the monthly close process to include multi-layered reviews and support to ensure accurate financial reporting. Facilitate the annual budget process and ensure completeness of expenses and support revenue projections and reporting. Serve as a thought partner within the Accounting and Finance team to ensure accurate and timely financial information. Complete certain account reconciliations monthly. Serve as additional support to the accounting team to ensure backup and accurate segregation of duties. Support technological changes and advancement to keep efficient and effective systems supporting the organization. Develop tools and systems to provide critical financial and operational information to the Controller and Director of Finance and make actionable recommendations to the same on both strategy and operations. Ensure internal consistency with financial reporting and the budgeting process as it pertains to changes and updates to the organizational structures of the Foundation and its subsidiaries. Participate in a wide variety of special projects and compilation of special reports. Communicate with co-workers, management, clients and others in a courteous and professional manner. Conform with and abide by all regulations, policies, work procedures and instructions. Performs other financial duties as assigned.
    $60k-78k yearly est. 60d+ ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance associate job in Seattle, WA

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly Auto-Apply 35d ago
  • Financial Analyst

    Mindful Support Services 4.2company rating

    Finance associate job in Mountlake Terrace, WA

    About the Company We are a mental health organization focused on business-to-business support services for independent therapy and psychiatric private practices. We provide administrative and organizational services to simplify the processes of lead-generation, marketing, billing, and collecting payments from patients and insurers. Our teams support over 2,300 mental health providers in 19 locations and via tele-health across 6 states. We have built the Mindful Therapy Group brand from the ground up with over 14 years of dedication to solving the complex processes of the healthcare landscape in innovative ways, creating a platform geared toward growth, and working to meet our mission of creating improved access to high-quality mental healthcare. Who You Are Strategic Thinker: Skilled in analyzing multiple scenarios and making data-supported recommendations. Positive Energy: Optimistic about the future and determined to get there. Direct Communicator: Active communicator and eager listener, comfortable with candid feedback. Adaptable: Excited by change and able to pivot on the fly. Can-Do Attitude: Empowered by owning problems and taking responsibility. Team Player: Embraces being pushed out of your comfort zone and values team strength. Role Overview Mindful Support Services is actively seeking a proactive, detail-oriented Financial Analyst who thrives in a professional, fast-paced environment.As a key Finance employee, the Financial Analyst will be responsible for financial reporting, forecasting and budgeting, and other financial modeling. This is a great position for someone who enjoys analyzing business performance to support senior management in making meaningful tactical and strategic decisions. Responsibilities: Financial Reporting & Close Prepare and review monthly, quarterly, and annual financial reports in accordance with GAAP and internal policies Lead monthly revenue calculation and analysis process working cross-functionally with accounting and payments teams Partner with accounting to ensure data integrity, consistency, and accuracy across financial statements Provide superior and timely customer service in responding to internal and external financial and payments-related inquiries. Support the monthly close process, including journal entries, account reconciliations, variance analysis, and management reporting Contribute to the development and improvement of financial reporting processes, controls, and documentation Financial Analysis & Decision Support Perform detailed variance analysis versus budget, forecast, and prior periods, identifying key drivers and trends Develop and maintain financial models to support operational and strategic decision-making Provide actionable insights to finance leadership and cross-functional partners through clear, concise analysis and storytelling Support evaluation of new initiatives, investments, and growth opportunities Budgeting & Forecasting Play a key role in the annual budgeting and periodic forecasting processes Collaborate with department leaders to understand assumptions, drivers, and risks Analyze forecast accuracy and continuously refine planning models and methodologies Ad Hoc & Special Projects Lead and support ad hoc analytical projects related to growth, efficiency, profitability, and operational performance Assist with system implementations, reporting enhancements, and data automation initiatives The responsibilities described are not intended to be a comprehensive list of requirements for this job. Responsibilities, duties, and activities may change at any time with or without notice. Requirements Qualifications: Bachelor's degree with a focus in finance, accounting, economics or related field; MBA or advanced degree a plus 2-5+ years of financial planning and analysis experience including financial reporting and budgeting experience Excellent analytical, decision-making, and problem-solving skills Self-starter with the ability to set and balance priorities, work independently, and take ownership Attention to accuracy and detail Great interpersonal and communication skills, both oral and written Intermediate to Advanced knowledge of the Microsoft Office Suite, especially Excel and PowerPoint Experience with ERP systems (e.g. Sage, NetSuite) and/or data visualization (e.g. Power BI, Tableau) a plus Experience with medical or mental health industry is a plus Benefits Compensation and Benefits: 75% employer covered Health, Dental & Vision benefits plan 401(k) savings plan with employer matching upon eligibility 8 paid holidays 15 PTO days accrued annually in first year Professional and career development opportunities Compensation evaluated with opportunities for advancement Job Type: Full-time Pay: $85,000.00 - $100,000 per year
    $85k-100k yearly Auto-Apply 18d ago
  • Financial Services Representative I, II, Senior

    Global Credit Union 3.6company rating

    Finance associate job in Renton, WA

    Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member's needs. Assist with staff development and oversee the branch as assigned. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Build meaningful relationships by participating in branch promotions and community events. Support the Member Service Center with incoming calls as scheduled, monitor call activities and appropriately allocate assistance as branch and MSC needs arise. Work in partnership with the branch management team to coach, train, develop and motivate branch staff and implement necessary changes to improve individual and branch performance. Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience. Work effectively in a team environment across all organizational levels, where flexibility, collaboration, and adaptability are important. Obtain state mandated insurance license to quote and bind Personal Lines insurance products, as assigned. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Two years of increasingly responsible experience in a related field preferred. Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds. Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer
    $49.3k-73.4k yearly Auto-Apply 34d ago
  • Loan Sales Finance Analyst

    Builders Capital 4.2company rating

    Finance associate job in Puyallup, WA

    Builders Capital, the nation's largest private construction lender, is looking for a talented Loan Sales Finance Analyst to join our fast-growing team. The Loan Sales Finance Analyst is responsible for managing the accounting and financial reporting of loan transactions from sales to payoff, ensuring accuracy, compliance, and timely processing. This role works closely with capital partners and other internal teams to support the execution, settlement, and reconciliation of loan sales and related financial activities. At Builders Capital, we are on a mission to reshape the future of construction financing. As the nation's largest private construction lender, we provide innovative, tailored financing solutions to developers, builders, and investors. Our goal is simple: to be our clients' most valued partner by offering aggressive rates, flexible loan terms, and unmatched service. We're setting ourselves apart by being creative in our financing solutions, leveraging cutting-edge technology, and maintaining an agile, in-house servicing team that ensures quick funding and a smooth process. Builders Capital is leading the charge in addressing the nationwide housing shortage, with approximately 5 million homes needed to meet demand. We're here to help build those homes, one project at a time. What You'll Do: Manage daily and monthly asset-level reconciliations between loan management system, capital partners, custodial bank accounts, and the general ledger. Prepare and review daily, weekly and monthly capital partner transaction requests and reporting, including cash receipts, remittances, servicing fees, and advances. Partner with Servicing and Accounting to investigate and resolve reconciling items or cash discrepancies. Support internal and external audit requests and assist in implementing internal control processes. Collaborate with capital partners and other internal teams to support loan sales transactions and on-board new relationships Maintain strong relationships with capital partners and respond to inquiries and reporting requests as needed Develop and enhance reporting tools and process automation for improved efficiency and accuracy. Assist with special projects, system implementations, and ad-hoc financial analyses. Requirements Experience: 3+ years of finance or accounting experience, preferably in loan sales, banking, or financial services. Strong Leadership Skills: A proven track record of leading teams and managing workflows in a fast-paced environment. Analytical Mindset: Strong analytical skills with advanced Excel proficiency. Excellent Communication: You must be able to communicate effectively with internal and external teams - always with professionalism and clarity. Attention to Detail: A keen eye for detail, ensuring the integrity of all financial transactions and loan resolutions. Adaptability: Builders Capital operates in a rapidly evolving market, and we need someone who thrives in a dynamic environment and is proactive in seizing opportunities. Benefits At Builders Capital, we believe in taking care of our team. Here's a sneak peek at the benefits that come with joining us: Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources. Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life. National Impact: Be part of a nationwide operation that's shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S. Health Insurance - We've got you covered! Builders Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans. Competitive Compensation - We offer competitive wages that reward your expertise and hard work. Paid Time Off - Take time to recharge with 3 weeks of paid time off each year. Paid Holidays - Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love. We're here to support you both professionally and personally - because when you thrive, we all thrive. The total compensation for this role ranges from $70,000 - $100,000 annually, depending on experience and qualifications. This is a hybrid position requiring a minimum of three days per week in the office. This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job. Builders Capital is an Equal Opportunity Employers (EEO) and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.
    $70k-100k yearly 17d ago
  • Financial Representative - State Farm Agent Team Member

    Chris Jones

    Finance associate job in Kenmore, WA

    Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. As an Agent Team Member, you will receive... 401K Salary plus commission/bonus Salary Health benefits Requirements Interest in marketing products and services based on customer needs Organizational skills Proactive in problem solving Pride in getting work done accurately and timely Ability to effectively relate to a customer Bilingual - Korean required If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $55,000.00 - $115,000.00 per year Ready to Launch Your Career? We are a very busy office and are looking for our next great team member. Our team works hard to reach our goals together as a team and have fun while we are doing it! Come work with an energetic, fun team at Chris Jones - State Farm Agent! About Our Agency Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and National Quality Award Additional languages spoken: Spanish and Mandarin If you want a career, not a job, then we encourage you to apply. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $26k-39k yearly est. Auto-Apply 60d+ ago
  • Personal Financial Representative (Personal Banker)

    Gesa Credit Union

    Finance associate job in Edgewood, WA

    Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together. Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority. Get to know us: About - Gesa Credit Union Role Summary: The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods. What You Will Be Doing: * Provide exceptional member service to all whom we serve. * Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership. * Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures. * Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate. * Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships. * Ensure branch equipment is always working properly and escalates non-repairable issues to leadership. * Assist non-members with establishing membership. * Accurately take consumer lending applications. * Review credit reports for concerns and obtains approvals and submit loan documentation. * Close loans and effectively communicates with members regarding the next steps. * Discusses IRAs and HSAs with members and non-members and meets predetermined goals. * Process international and domestic requests. * Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies. * Observe and monitor cash activity to ensure the branch and team members are following established cash limits. * Opens consumer deposit accounts and performs consumer account maintenance. * Places cash and supply orders, balances vault cash, and maintains ATMs. * Review and process overrides/approvals within authority while minimizing risk. * Mentor and help train new Member Service Associates (MSAs) * Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports. * Fluidly transition between tasks as an MSA or Sr. MSA. * Perform transactions and service requests on member accounts in an accurate and timely manner. * Accurately follow all cash handling procedures and balance your cash drawer at the end of every day. * Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act. * Assist members with Digital Banking enrollment, navigation, resets, and maintenance. * Assist members with complex and sensitive fraud disputes. About You: * Professional written and verbal communication. * Make sound decisions that minimizes risk in a timely manner. * Ability to ask open-end and clarifying questions to understand member needs and deepen relationships. * Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership. * Respect and support all areas of diversity in the workplace and our membership. * Complete assigned training programs in timely and accurate manner. * Participate in and support a team environment. * Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work. * Exercises the utmost discretion and sensitivity when assisting with member transactions.
    $26k-39k yearly est. 8d 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
  • 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
  • Financial Analyst

    Mindful Support Services 4.2company rating

    Finance associate job in Mountlake Terrace, WA

    About the Company We are a mental health organization focused on business-to-business support services for independent therapy and psychiatric private practices. We provide administrative and organizational services to simplify the processes of lead-generation, marketing, billing, and collecting payments from patients and insurers. Our teams support over 2,300 mental health providers in 19 locations and via tele-health across 6 states. We have built the Mindful Therapy Group brand from the ground up with over 14 years of dedication to solving the complex processes of the healthcare landscape in innovative ways, creating a platform geared toward growth, and working to meet our mission of creating improved access to high-quality mental healthcare. Who You Are * Strategic Thinker: Skilled in analyzing multiple scenarios and making data-supported recommendations. * Positive Energy: Optimistic about the future and determined to get there. * Direct Communicator: Active communicator and eager listener, comfortable with candid feedback. * Adaptable: Excited by change and able to pivot on the fly. * Can-Do Attitude: Empowered by owning problems and taking responsibility. * Team Player: Embraces being pushed out of your comfort zone and values team strength. Role Overview Mindful Support Services is actively seeking a proactive, detail-oriented Financial Analyst who thrives in a professional, fast-paced environment.As a key Finance employee, the Financial Analyst will be responsible for financial reporting, forecasting and budgeting, and other financial modeling. This is a great position for someone who enjoys analyzing business performance to support senior management in making meaningful tactical and strategic decisions. Responsibilities: Financial Reporting & Close * Prepare and review monthly, quarterly, and annual financial reports in accordance with GAAP and internal policies * Lead monthly revenue calculation and analysis process working cross-functionally with accounting and payments teams * Partner with accounting to ensure data integrity, consistency, and accuracy across financial statements * Provide superior and timely customer service in responding to internal and external financial and payments-related inquiries. * Support the monthly close process, including journal entries, account reconciliations, variance analysis, and management reporting * Contribute to the development and improvement of financial reporting processes, controls, and documentation Financial Analysis & Decision Support * Perform detailed variance analysis versus budget, forecast, and prior periods, identifying key drivers and trends * Develop and maintain financial models to support operational and strategic decision-making * Provide actionable insights to finance leadership and cross-functional partners through clear, concise analysis and storytelling * Support evaluation of new initiatives, investments, and growth opportunities Budgeting & Forecasting * Play a key role in the annual budgeting and periodic forecasting processes * Collaborate with department leaders to understand assumptions, drivers, and risks * Analyze forecast accuracy and continuously refine planning models and methodologies Ad Hoc & Special Projects * Lead and support ad hoc analytical projects related to growth, efficiency, profitability, and operational performance * Assist with system implementations, reporting enhancements, and data automation initiatives The responsibilities described are not intended to be a comprehensive list of requirements for this job. Responsibilities, duties, and activities may change at any time with or without notice.
    $59k-96k yearly est. 21d ago
  • Loan Sales Finance Analyst

    Builders Capital 4.2company rating

    Finance associate job in Puyallup, WA

    Builders Capital, the nation's largest private construction lender, is looking for a talented Loan Sales Finance Analyst to join our fast-growing team. The Loan Sales Finance Analyst is responsible for managing the accounting and financial reporting of loan transactions from sales to payoff, ensuring accuracy, compliance, and timely processing. This role works closely with capital partners and other internal teams to support the execution, settlement, and reconciliation of loan sales and related financial activities. At Builders Capital, we are on a mission to reshape the future of construction financing. As the nation's largest private construction lender, we provide innovative, tailored financing solutions to developers, builders, and investors. Our goal is simple: to be our clients' most valued partner by offering aggressive rates, flexible loan terms, and unmatched service. We're setting ourselves apart by being creative in our financing solutions, leveraging cutting-edge technology, and maintaining an agile, in-house servicing team that ensures quick funding and a smooth process. Builders Capital is leading the charge in addressing the nationwide housing shortage, with approximately 5 million homes needed to meet demand. We're here to help build those homes, one project at a time. What You'll Do: Manage daily and monthly asset-level reconciliations between loan management system, capital partners, custodial bank accounts, and the general ledger. Prepare and review daily, weekly and monthly capital partner transaction requests and reporting, including cash receipts, remittances, servicing fees, and advances. Partner with Servicing and Accounting to investigate and resolve reconciling items or cash discrepancies. Support internal and external audit requests and assist in implementing internal control processes. Collaborate with capital partners and other internal teams to support loan sales transactions and on-board new relationships Maintain strong relationships with capital partners and respond to inquiries and reporting requests as needed Develop and enhance reporting tools and process automation for improved efficiency and accuracy. Assist with special projects, system implementations, and ad-hoc financial analyses. Requirements Experience: 3+ years of finance or accounting experience, preferably in loan sales, banking, or financial services. Strong Leadership Skills: A proven track record of leading teams and managing workflows in a fast-paced environment. Analytical Mindset: Strong analytical skills with advanced Excel proficiency. Excellent Communication: You must be able to communicate effectively with internal and external teams - always with professionalism and clarity. Attention to Detail: A keen eye for detail, ensuring the integrity of all financial transactions and loan resolutions. Adaptability: Builders Capital operates in a rapidly evolving market, and we need someone who thrives in a dynamic environment and is proactive in seizing opportunities. Benefits At Builders Capital, we believe in taking care of our team. Here's a sneak peek at the benefits that come with joining us: Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources. Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life. National Impact: Be part of a nationwide operation that's shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S. Health Insurance - We've got you covered! Builders Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans. Competitive Compensation - We offer competitive wages that reward your expertise and hard work. Paid Time Off - Take time to recharge with 3 weeks of paid time off each year. Paid Holidays - Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love. We're here to support you both professionally and personally - because when you thrive, we all thrive. The total compensation for this role ranges from $70,000 - $100,000 annually, depending on experience and qualifications. This is a hybrid position requiring a minimum of three days per week in the office. This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job. Builders Capital is an Equal Opportunity Employers (EEO) and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.
    $70k-100k yearly Auto-Apply 16d ago

Learn more about finance associate jobs

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

The average finance associate in Shoreline, 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 Shoreline, WA

$57,000

What are the biggest employers of Finance Associates in Shoreline, WA?

The biggest employers of Finance Associates in Shoreline, WA are:
  1. 5 Legal
  2. Stoel Rives
  3. Advocates Legal Recruiting
  4. Direct Counsel
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