Finance associate jobs in Washington

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

Job Description: Corporate - Restructuring & Special Situations Finance Am Law 100 Firm is a leading international law firm with over 1,900 lawyers across 21 offices globally. Our teams are dedicated to crafting and deploying innovative legal strategies tailored to meet the complexities and high-stakes nature of each matter. We pride ourselves on establishing deep partnerships with clients that empower them to confront formidable challenges and thrive during unprecedented times. Job Responsibilities: Provide strategic legal advice and support related to restructuring and special situations finance. Analyze and assess complex financial transactions, including mergers, acquisitions, and bankruptcies. Assist in the development and implementation of restructuring strategies for clients facing financial distress. Draft and negotiate legal documents pertinent to corporate finance transactions. Conduct in-depth due diligence to identify potential risks and opportunities in restructuring scenarios. Collaborate with cross-functional teams and external stakeholders to drive successful outcomes for clients. Stay informed on industry trends, regulatory changes, and market conditions that affect corporate finance. Mentor and guide junior team members, fostering their professional growth in the field. Essential Qualifications: Jurisdictions admission and a strong academic background from an accredited law school. At least 5-9 years of experience in corporate restructuring and finance. Proven track record of handling complex financial transactions and restructuring cases. Exceptional analytical, negotiation, and communication skills. Strong organizational skills and the ability to manage multiple projects simultaneously. A commitment to maintaining the highest ethical standards and professional integrity. Desired Experience: Experience in a prestigious law firm or financial institution focusing on corporate finance. Familiarity with U.S. bankruptcy laws and relevant regulatory frameworks. Previous involvement in high-stakes negotiations and legal strategies in restructuring contexts. Understanding of the intricacies of special situations finance and related transactions. Salary & Benefits: The annual salary for this role ranges from $365,000 to $435,000, commensurate with experience.Firm is offers a competitive benefits package that includes health, dental, and vision insurance, retirement plans, generous paid time off, and opportunities for professional development and advancement. Location: Washington, D.C., United States If you are an experienced professional looking to make an impact in a dynamic and challenging environment, we encourage you to apply and join our exceptional team.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

ESSENTIAL REQUIREMENTS Minimum of Bachelor's and/or master's degree in finance, accounting, business, or related field Minimum of 1-2 years of work experience in budgeting, finance, data analysis, accounting, as a financial analyst or related field Review budget reprograms, requisitions, fact sheets, contract awards, task orders supported by operating and capital funds Perform analysis, monitoring, and reporting of operating and capital improvement programs Strong communication (oral and written) skills Experience in the use of Oracle and/or SAP systems for financial, budgeting and reporting functions is required Strong excel, analytical and problem-solving abilities to interpret data and provide actionable insights Eagerness to learn and adapt in a fast-paced environment. Proactive and self-motivated with the ability to manage multiple tasks. PHYSICAL DEMANDS OF THE WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hybrid - Three days onsite, two days remote General office conditions

Spruce Street Compliance is a political and nonprofit compliance consulting firm based out of Philadelphia, PA and Washington, DC. Our firm is committed to supporting progressive causes and candidates nation-wide through comprehensive financial management. The Campaign Finance Intern will work in-person in our DC office with our current Compliance Associates to complete the daily tasks associated with oversight and compliance for our clients. This position will report to the firm's Associates. Responsibilities· Picking up client mail and donations from local fundraising offices· Assist with client data entry and bank deposits· Compose and mail out compliance correspondence· Tasks assigned by Managers and Principal Experience and Skills· Strong attention to detail and organizational skills· Familiarity with Microsoft Office and/or Google Workspace· Ability to manage multiple projects at once and meet strict deadlines· Willingness to take initiative· Commitment to supporting progressive causes· Commitment to working within a diverse and inclusive work space Spruce Street Compliance is a woman-owned political consulting firm committed to paying interns and training the next generation of political staffers ready to make a difference for American Politics and Democracy! Prioritizing a positive and comprehensive experience for interns is crucial to our firm's success. Please do not contact the firm to discuss your application. We will reach out to selected applicants by email to schedule further conversation. Spruce Street Compliance is an equal opportunity employer and committed to diversity, equity, and inclusion among its staff. The firm strongly encourages candidates from diverse backgrounds to apply and will hire based on qualifications of the candidate without regard to race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military or veteran status.

Entry-Level Opportunity in Business Development Treloar & Heisel - A Division of EPIC Brokers Future Opportunities: Available nationwide upon promotion About Us Treloar & Heisel is a premier financial services firm with a national footprint, specializing in serving dental and medical professionals. We offer a proven client acquisition system, strong support infrastructure, and a mission-driven culture focused on helping professionals secure their financial futures. Position Overview We're looking for energetic, outgoing, and motivated individuals to join our team as Financial Services Representatives. This entry-level role is ideal for those seeking to launch a career in brand awareness and business development. You'll be instrumental in expanding our reach by generating qualified leads and promoting our brand across key markets, working closely with regional teams and licensed advisors. Key Responsibilities Represent Treloar & Heisel at trade shows, vendor fairs, school events, and networking functions Conduct outreach via phone, email, and social media to generate qualified leads Coordinate and host local events and educational sessions Promote our brand to our network of applicants and clients Collaborate with regional teams on marketing campaigns and lead generation strategies Maintain accurate records of outreach activities and lead quality Travel independently and with advisors across a multi-state territory Create and share engaging social media content to promote events and brand initiatives Contribute field insights to support digital marketing strategy development What We Offer Compensation: $55,000 base salary + up to $10,000 year-end bonus Relocation Assistance: Provided for initial move to Pennsylvania and upon promotion Travel: ~15 weeks/year (3-5 days per trip), company-paid Training & Development: Comprehensive onboarding, mentorship, and career pathing Career Growth: Clear path to promotion into a licensed Financial Advisory roles Qualifications Bachelor's degree from a four-year college or university Strong interpersonal and communication skills Self-starter with a passion for networking and relationship-building Willingness to relocate to Pennsylvania Ability to travel as required Must obtain Life & Health license within 90 days and Property & Casualty license within 6 months Must pass a background check Success Metrics Number of qualified leads generated Event attendance and engagement Outreach activity (calls, emails, meetings set) Regional brand awareness and impressions Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-AT1

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 ************ ******************************

House Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.Our comprehensive benefits package includes: - Medical, dental, and vision; with 100% coverage for eligible staff and their eligible dependents.- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.- Monthly stipends for transportation and cell-phone expenses.- 401k program with up to a 4% employer match.- and more! House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status.

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 *********************************

Job Description COMPENSATION: $18-$24 DOE Full-Time (40-hour week) Benefits (including medical vision, dental, 401K up to 3% match after 12 months) 9 Holidays 1 Week Vacation at 1 year point and sick leave SUMMARY iM3's Finance Clerk plays a crucial role in creating a positive first impression for our customers. They manage and update data in systems and databases, ensuring precision and consistency. Attention to detail, strong organizational abilities, and proficiency in data software are essential. DUTIES AND RESPONSIBILITIES Accurately enter data into the company's database, spreadsheets, and other software systems. Process invoices in Dynamic 365 BC. Entering Sales Orders into Dynamic 365 BC Answer and route calls to the appropriate person in an efficient manner. Retrieve voicemail and send messages to the appropriate person. Sort and distribute incoming mail. Monitor front door for security purposes and handle solicitor calls effectively. Perform filing as required. Perform additional tasks as assigned by the Finance & Admin. QUALIFICATIONSRequired Customer Service experience High School graduate or equivalent. Proficient in Microsoft Office computer skills, especially Excel & Word. Willing and able to learn new software. Excellent written and verbal communication skills. Strong organizational and multitasking abilities. Ability to handle stressful situations and remain calm under pressure. Preferred M365 Business Central Dynamics experience. Microsoft 365 experience. COMPETENCIES Teamwork--Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Professionalism--Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Quality--Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Quantity--Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly. Safety and Security--Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions; Uses equipment and materials properly. Adaptability--Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. Attendance/Punctuality--Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time. PHYSICAL DEMANDS AND WORK ENVIRONMENT Occasionally required to stand. Occasionally required to walk. Continually required to sit. Continually required to utilize hand and finger dexterity. Occasionally required to climb, balance, bend, stoop, kneel or crawl. Continually required to talk or hear. Continually utilize visual acuity to operate equipment, read technical information, and/or use a keyboard. Occasionally required to lift/push/carry items up to 50 pounds.

The Democratic National Committee is committed to building a strong Democratic Party and is seeking new and diverse talent to help lead us to victory in elections across the country. The DNC Talent Bank is an effort to help state parties, campaigns, and other progressive organizations find the best applicants for a wide range of positions from field organizers to digital directors and communications staff. If you are interested in joining a state party or campaign this cycle, and in years to come, please fill out our questionnaire and submit your resume below. All levels of experience and fields of interest are encouraged to apply.

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##

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.

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.

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.

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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

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 collectiv.e 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.

In this hourly, remote contractor role, you will review AI-generated finance analyses and/or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while providing precise written feedback. You will assess solutions for accuracy, clarity, and adherence to the prompt; identify methodological or conceptual errors; fact-check financial claims and assumptions; write high-quality explanations and model solutions; and rate and compare multiple responses based on correctness and reasoning quality. This role is with SME Careers, a fast-growing AI Data Services company and subsidiary of SuperAnnotate, delivering training data for many of the world's largest AI companies and foundation-model labs. Your finance expertise directly helps improve the world's premier AI models by making their financial reasoning more accurate, reliable, and clearly explained. Key Responsibilities: • Develop AI Training Content: Create detailed prompts in various topics and responses to guide AI learning, ensuring the models reflect a comprehensive understanding of diverse subjects. • Optimize AI Performance: Evaluate and rank AI responses to enhance the model's accuracy, fluency, and contextual relevance. • Ensure Model Integrity: Test AI models for potential inaccuracies or biases, validating their reliability across use cases. Your Profile: • Bachelor's degree (or higher) in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance (including coursework in Micro/Macro, Corporate Finance, Investments, Econometrics, and Accounting). • 5+ years of professional experience in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance. • Strong command of financial statements, valuation (DCF and multiples), time value of money, and markets/instruments. • Confident in risk/return reasoning, basic macro & microeconomic intuition, and financial modeling logic (assumptions, drivers, sensitivities, consistency checks). • Able to rigorously review and explain reasoning, identify methodological errors, and fact-check claims with high attention to detail; Minimum C1 English proficiency. • Comfortable applying structured sanity checks (conservation-style checks for finance: reconciliation, sign/units consistency, boundary cases, and plausibility bounds). • Reliable, self-directed, and able to deliver consistent quality in an hourly, remote contractor workflow across time zones. • Previous experience with AI data training/annotation, expert review, or editorial QA is strongly preferred.

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