Finance director jobs in Pittsburgh, PA - 225 jobs
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Senior Director Of Finance
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Manager/Finance Accounting
Senior Financial Analyst
Echo Realty
Finance director job in Pittsburgh, PA
ECHO Realty is seeking to hire a Senior Financial Analyst who will be responsible for conducting advanced financial and data analysis and developing predictive models to forecast business performance. This role supports quarterly portfolio statistics reporting, financial reporting and analysis, strategic planning, and regulatory reporting.
Contributions you will make to the team:
Models ECHO's core values (The ECHO Way) and exhibits exemplary leadership.
Maintain underlying data necessary for developing property-level financial models in Argus and create 10-year Argus cash flows report at portfolio level.
Prepare and Analyze portfolio stats, including Occupancy, Term to Maturity, Top Tenant, etc.; generate and analyze certain leasing statistics on Datex application.
Complete quarterly Credit Facility Compliance report for syndicated lenders, ensuring the company adheres to all regulations.
Complete quarterly variance analyses of net operating income and other financial metrics.
Collaborate with leasing, lease administration, accounting and other teams when completing the above tasks.
Assist with quarterly and annual reporting for investors using MRI and/or Datex.
Completes ad hoc financial/statistical reports and analyses upon request.
Requirements you'll need to be successful:
Bachelor's degree from a 4-year college or university in Finance, Accounting, Real Estate, Business, or a related field
3-5 years of experience in financial analysis, preferably in real estate industry
Strong proficiency in Excel
Experience with Argus Enterprise/Argus Cloud and/or financial modeling preferred
Experience with MRI accounting software preferred
Experience with Spreadsheet Server preferred
Excellent analytical and communication skills
Ability to manage multiple priorities and meet deadlines
Knowledge, Skills and Abilities:
Detail-oriented with a strategic mindset
Open-minded and eager to learn new tools and processes
Proactive self-starter with strong initiative and a can-do attitude
Collaborative team player who values diverse perspectives and works effectively across departments
Ability to translate financial data into clear, actionable insights
Strong sense of ownership and accountability in delivering high-quality work
Our Culture
:
At ECHO, we've gone to great lengths to build a culture of empowerment and integrity. Our employees are encouraged to think differently and bring new ideas to every conversation.
We believe success is built from the inside out, which is why we have always been intentional about fostering the culture at ECHO. It starts with hiring the right people for our team, and it continues throughout everything we do.
This all-in mentality is the bedrock of our culture, which we affectionately refer to as
The ECHO Way
. Through effective communication, empowerment and leading by example, we hold ourselves to these principles in all that we do.
Why ECHO?
At ECHO, the vibe is perpetually welcoming-and business relationships are authentic, in large part because this self-professed team of straight shooters work hard every day to stay on top of market trends, listen to their clients' needs, bend when they need to and close deals that lead to long-term business success for everyone involved. We seek individuals who want to be part of our hard working, highly successful team.
$69k-94k yearly est. 4d ago
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Manager Treasury & Finance
Heritage Valley Health System 4.3
Finance director job in Kennedy, PA
Department: Finance
Work Hours: Full Time. Monday - Friday, primarily daylight. Occasional off hours support as needed.
Basic Function: Responsible for the daily management and oversight of Finance Department activities, with primary responsibility for the treasury function of the Health System. This role manages system liquidity, cash flow forecasting, investments, debt-related activity, and financial client relationships while supporting financial reporting, budgeting, and strategic financial planning. Ensures the safeguarding of assets, compliance with applicable regulations, and the effective deployment of financial resources across the organization.
Qualifications:
Required:
• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Minimum 3-5 years of progressive experience in treasury, accounting, or finance, preferably within a healthcare or complex, multi-entity environment.
• Demonstrated experience in cash management, cash flow forecasting, and balance sheet analysis.
• Working knowledge of investment management principles, debt monitoring, and banking relationships.
• Proficiency with financial systems, spreadsheets, and reporting tools.
• Strong analytical, problem-solving, and organizational skills with attention to detail.
• Effective written and verbal communication skills, including the ability to prepare clear financial narratives for leadership and boards.
• At least 1 year of supervisory or team lead experience, including oversight of daily work activities and staff development.
Preferred:
• Master's degree in Business Administration (MBA), Finance, or Accounting.
• Prior experience in a hospital or health system treasury or finance department.
• Familiarity with healthcare reimbursement environments, foundations, or not-for-profit financial reporting.
• Experience working with investment advisors, banks, auditors, or bond trustees.
• Knowledge of internal controls and best practices related to treasury operations.
$81k-108k yearly est. 2d ago
Chief Financial Officer
Phipps Conservatory 3.9
Finance director job in Pittsburgh, PA
TITLE: Chief Financial Officer
DEPARTMENT: Business
REPORTS TO: President and CEO
GENERAL SUMMARY: The Chief Financial Officer (CFO) is the senior financial and operational leader within Phipps Conservatory, serving as a strategic business partner and fully integrated member of the Senior Leadership Team.
Under the direction of the President and CEO, the CFO will be responsible for overseeing all financial functions of the conservatory, by working closely with the President, Board of Trustees, and senior leadership to steward resources, optimize operations, and align financial strategy with evolving priorities.
PRINCIPAL DUTIES AND RESPONSIBILITIES
Strategic Financial Leadership
Serve as a strategic partner in developing the Conservatory's plans and programs, actively contributing to meetings with senior leadership and the President/CEO to inform organizational strategy and decision-making.
Oversee all financial functions of the Conservatory to ensure fiscal health, long-term sustainability, and strategic growth, including auditing, budgeting, financial reporting, and accounting.
Maintain and strengthen trusted relationships with department leaders, provide budget updates, guidance, and education on budget stewardship and the factors that influence their financial resources.
Lead multi-year financial planning, scenario modeling and implementation of financial strategies to improve the overall operation and effectiveness of the Conservatory.
Financial Management and Reporting
Oversee the preparation of all financial documents-including income statements, balance sheets, Board, regulatory, and grant reports-ensuring accuracy and timeliness to support organizational operations and grant initiatives.
Strengthen, develop, implement, and enforce financial policies that support the Conservatory's programmatic and operational goals.
Enhance the finance team's effectiveness by delivering timely, accurate analyses of budgets, financial reports, and financial trends to support the President and CEO, Board of Trustees, Finance Committee, and department managers in fulfilling their responsibilities.
Liaison with and prepare all reports for the Allegheny Regional Asset District.
Board and Donor Engagement
Attend meetings of the Finance Committee and other Board committee meetings to provide financial status and other information as needed.
Provide expertise to manage restricted grants and various fundraising vehicles requested by donors through planned giving instruments.
Risk Management and Compliance
Coordinate year-end audit by independent CPAs. Prepare all audit schedules, drafts of financial statements, notes, trial balances, etc., as required for audit. Prepare schedules necessary for independent CPA preparation of annual tax returns.
Develop and execute financial risk management frameworks, identifying and mitigating financial risks, ensuring compliance with regulations, and collaborating with executive leadership on strategic risk planning.
Monitor grant spending and prepare financial reports required by granting agencies
Develop and maintain strong relationships with insurance brokers and maintain general liability insurance.
Analysis & Insights
Serve as a trusted advisor by providing data-driven analysis that assists the President/CEO in decision-making.
Monitor all of Phipps earned income activities and make recommendations to the President/CEO based on data analysis.
Prepare monthly financial statements and cash flow projections for operating, restricted, and capital funds, and develop departmental reports analyzing programs, exhibits, and events-comparing actual results to projections and recommending improvements to the planning process.
Analyze company operations to identify opportunities for improvement, efficiency, and growth, while evaluating underperforming areas to guide and implement improvements.
Review and maintain contracts and opportunities for contracting out services. Regularly review and rebid contracted services.
Review purchase orders; oversee the preparation of checks/disbursements.
Oversee cash and investment management, including optimizing bank and deposit relationships and monitoring the investment portfolio to support financial objectives and enhance cash position.
Oversee payroll functions and all information technology functions.
Perform other duties as requested.
PHYSICAL, MENTAL AND SENSORY DIMENSIONS
Physical mobility: sitting, standing, bending, kneeling, walking, lifting/carrying objects up to 25 pounds, manual dexterity to operate keyboard.
Mental effort: reading, writing, analyzing and visualizing.
Sensory requirement: ability to communicate and respond both in person and over the phone to the general public, staff and volunteers in a friendly and fair manner.
Ability to manage many projects at the same time.
Strong work ethic in all areas of job performance.
Ability to work under deadlines and stress.
WORKING CONDITIONS
Access to reliable transportation to perform principal responsibilities.
May require evening and weekend work.
Will have occasion to work in or pass through any area of the Conservatory or growing houses.
MINIMUM POSITION GUIDELINES (Education, Experience and Certification)
Master's degree with 3-5 years of senior management experience.
Strong understanding of Microsoft Excel for financial analysis and decision-making.
Proven experience delivering outcomes and achieving results in a similar position.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED
Financial Planning & Analysis: Interpret complex financial data, identify trends, perform scenario modeling, and translate into actionable strategic insights.
Communication: Translate complex financial information, both written and verbally, into clear, understandable terms for diverse audiences, including the CEO, leadership team, board members, community members, auditors and staff.
Negotiation expertise: Negotiate favorable terms for vendor contracts, banking relationships, and strategic partnerships.
Innovative Solutions: Develop creative solutions for financial challenges and resource allocation.
Talent Management and Mentorship: Lead the finance team, providing mentorship, guidance, and development opportunities to foster a high-performing team.
Professional Integrity: Uphold the highest standards of ethical conduct, confidentiality, and personal integrity in all financial decisions and interactions.
Problem Solving and Analysis: Effectively respond to sensitive inquiries or complaints with discretion and objectivity while demonstrating strong analytical and problem-solving skills.
Relationship Management: Build strategic relationships, navigate organizational dynamics, and use influence to benefit the company's reputation and financial direction.
Revisions, additions or deletions to this job description may be made at any point.
$118k-217k yearly est. 10d ago
Vice President of Public Finance Capital Markets
First National Trust Company
Finance director job in Pittsburgh, PA
Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future.
Vice President of Public Finance Capital Markets
Business Unit: Commercial Banking
Reports to: Managing Director and Head of Public Finance Investment Banking
Position Overview:
The Director of Public Finance Capital Markets is responsible for originating and executing municipal finance transactions for public sector clients and other issuers of municipal securities. As the business is launched and expands, this role offers opportunities across sales, trading, underwriting, and/or investment banking, depending on experience and interest. Candidates should be adaptable, analytical, and eager to contribute to transaction execution, client engagement, and market strategy in a collaborative, fast-paced environment.
Primary Responsibilities:
Investment Banking: Originate and execute municipal finance transactions for public sector clients, including structuring, pricing, and advising on bond issuances and related financing solutions. Responsibilities also include preparing and delivering RFP responses, client pitches, and presentations.
Underwriting: Underwrite new issue municipal bonds, including transaction structuring, pricing, book-building, client calls, and ensuring compliance with regulatory requirements.
Trading: Maintain and transact in secondary bond inventory in support new issue underwriting and secondary client liquidity. Manage market risks and hedge positions as appropriate.
Sales: Develop and maintain relationships with institutional investors, market new issues and secondary balances, and collaborate on distribution strategies to maximize investor participation.
Cross-Team Coordination: Partner with internal teams (compliance, legal, technology, operations, and relationship managers) as well as external partners and regulatory agencies to ensure efficient execution and adherence to regulatory standards.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
7
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent communication skills, both written and verbal
Excellent management skills
Excellent organizational, analytical and interpersonal skills
Ability to work and multi-task in a fast paced environment
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Appropriate FINRA Licenses
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$104k-167k yearly est. Auto-Apply 6d ago
Healthcare Financial/Actuarial Director
WTW
Finance director job in Pittsburgh, PA
As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital.
+ Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance
+ Leads Medium to Large clients' financial/actuarial engagements
+ Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients
+ Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions
+ Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables
+ Guides team (regional and global) on deliverables based on client need; review models and presentations for client delivery
+ Builds relationships internally and collaborates effectively on cross-functional teams
**Qualifications**
+ 10+ years' experience and demonstrated success in the delivery of complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment
+ Proven ability to generate revenue
+ Track record of success in managing and growing client relationships
+ Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts
+ Proven ability to lead data analytic projects
+ Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy and leading the development of new intellectual capital
+ Ability to leverage judgement and past experiences to predict which methods will work
+ Multiple years of experience across one or multiple client segments
+ An executive presence with polished and well developed written and oral communication skills
+ Superior ability to influence and collaborate with senior management and work across all levels of an organization
+ Excellent Microsoft Office skills, particularly in Excel and PowerPoint
+ State Life and Health license required within 90 days of joining
+ Actuarial designation and current continuing education (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $140,000.00 to $225,000.00 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
$140k-225k yearly 40d ago
Healthcare Financial/Actuarial Director
Willis Towers Watson
Finance director job in Pittsburgh, PA
As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital.
The Role
* Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance
* Leads Medium to Large clients' financial/actuarial engagements
* Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients
* Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions
* Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables
* Guides team (regional and global) on deliverables based on client need; review models and presentations for client delivery
* Builds relationships internally and collaborates effectively on cross-functional teams
Qualifications
The Requirements
* 10+ years' experience and demonstrated success in the delivery of complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment
* Proven ability to generate revenue
* Track record of success in managing and growing client relationships
* Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts
* Proven ability to lead data analytic projects
* Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy and leading the development of new intellectual capital
* Ability to leverage judgement and past experiences to predict which methods will work
* Multiple years of experience across one or multiple client segments
* An executive presence with polished and well developed written and oral communication skills
* Superior ability to influence and collaborate with senior management and work across all levels of an organization
* Excellent Microsoft Office skills, particularly in Excel and PowerPoint
* State Life and Health license required within 90 days of joining
* Actuarial designation and current continuing education (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $ 140,000.00 - $200, 000.00 USD annually.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
* Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
The position allows for flexible working:
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
$140k-200k yearly 15d ago
Vice President, Compliance & Control
BNY External
Finance director job in Pittsburgh, PA
The Vice President, Compliance & Control plays a critical role within the Risk & Regulatory Compliance function, specifically within the Compliance & Control job family. This position is integral to maintaining the integrity and compliance of BNY's operations with regulatory standards. By ensuring adherence to internal policies and external regulations, this role supports BNY's commitment to operational excellence and ethical practices, aligning with the organization's strategic pillars of trust and integrity. The position demands a strong understanding of compliance frameworks and regulatory requirements, fostering a culture of accountability and transparency in line with BNY's principles. **PRIMARY RESPONSIBILITIES:** - Develop and implement compliance policies and procedures by leveraging extensive knowledge of regulatory requirements to ensure organizational adherence. - Conduct regular compliance assessments and audits to identify potential risks and areas for improvement, demonstrating expertise in risk management. - Collaborate with cross-functional teams to integrate compliance controls into business processes, ensuring alignment with strategic objectives. - Provide guidance and training to employees on compliance-related matters, fostering a culture of compliance and ethical conduct. - Monitor and interpret regulatory changes, advising senior management on implications and necessary adjustments to policies. - Lead investigations into compliance breaches, ensuring thorough analysis and corrective actions are undertaken to mitigate future risks. **EDUCATION/QUALIFICATIONS:** - Bachelor's degree in Law, Business, Finance, or a related field. - Advanced certifications in compliance or risk management (e.g., CRCM, CAMS) are advantageous. **EXPERIENCE:** - Typically 5-10 years of experience. **SKILLS:** - Strong analytical and problem-solving skills to assess and address compliance issues effectively. - Excellent communication and interpersonal skills to educate and influence stakeholders across the organization. - Proven ability to interpret regulatory changes and implement appropriate compliance strategies.
Who You'll Work With In our Salesforce business, we help our clients bring the most impactful customer experiences to life and we do that in a way that makes our clients the hero of their transformation story. We are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways. Our team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. As the 3rd largest Salesforce partner globally and in North America, we are committed to growing and developing our Salesforce talent, offering continued growth opportunities, and exposing our people to meaningful work that aligns to their personal and professional goals.
Job Title: Director, Financial Services Cloud - Salesforce
As a Director in our Global Salesforce Financial Services Cloud capability practice, you'll lead and drive sales pursuits, expand our Financial Services Cloud and Financial Services footprint through exceptional client delivery, and develop and cultivate client relationships within the Financial Services industry, and its sub verticals.
This is an exciting opportunity for a results-driven leader with client management, sales, and client delivery experience working with financial services customers.
This role requires deep industry expertise and the ability to interface with senior level client executives. With this deep expertise comes the ability to help clients think strategically about their investments in the Salesforce platform and the required services to implement.
The ideal candidate has experience leading and driving complex Financial Services Cloud pursuits and has a passion for both sales and delivery. In this role, you will focus on supporting sales pursuits, providing subject matter leadership, client management, client delivery, and leading the Salesforce account strategy in partnership with regional market leadership for an account and/or set of accounts.
Responsibilities:
Support sales pursuits; serve as a global leader that encourages Pursuit Excellence throughout the deal cycle.
* Supports sales pursuits and sales process in partnership with local market leadership and global industry and capability leaders
* Proactively engages capability leadership; partners with go to market leaders, regional leaders to help solution the engagement approach and scope for our clients
* Determines sales strategy inclusive of win themes in partnership with regional market sales leadership
* Manage an overall team utilization target of 76%
* Supports development of proposal and statement of work
* Drives decision making on deal structure in partnership with sales solution leads
* Ensures deal due diligence (staffing, financials, legal, risk management, contract approval gates)
* Work closely with Slalom's Talent Acquisition team to attract the best Salesforce talent in the market
* Identifies pursuit close plans, identifies blockers and risks, and escalates any issues impacting pursuit progress
* Actively participates in driving pursuits to closure and supports contracting process in partnership with regional and local sales leadership
Business development:
Focuses on increasing our Financial Services Cloud footprint across Banking, Insurance and Wealth and Asset Management accounts
* Responsible for $15-20M+ annually within the Financial Services Cloud Capability
* Proactively thinks beyond the project and product to continue to expand our engagements with our clients
* Serves as a bridge between pursuit and delivery teams; focuses on identifying opportunities to expand our footprint on accounts to bring more to our customers in partnership with Salesforce and other capabilities
* Leverages relationships across the ecosystem to nurture leads, opportunities, and existing partnerships
Client Engagement Management:
Builds and cultivates relationships with senior clients (project sponsor, director level and above)
* Shares industry and product thought leadership in partnership with Slalom Industry and Salesforce Industry Capability leadership
* Identifies opportunities for Slalom to continue to help our clients achieve business objectives
* Partners with in-market Accountable Executives and Client Partners to ensure customer success and satisfaction, using Slalom's "Customer Love" survey criteria
Delivery & Delivery Excellence:
Exceptional client delivery; responsible for ≥60% individual utilization delivering industry specific solutions and offerings
* Engages as part of client project teams ranging from 2-15+ consultants, and brings industry perspective and expertise to the overall project engagement
* Keeps a pulse on industry trends through client engagement and delivery and provides feedback and insights to industry leadership to inform our solution program
* Provides oversight and project delivery governance best practices, and oversees project delivery quality
Industry & Platform Expertise:
* 10+ years' experience in the Financial Services industry
* 10+ years' consulting experience
* 3+ years' leading Financial Services Cloud programs
* Maintains awareness of industry best practices (working with Industry leaders)
* Broad understanding of Salesforce and the Financial Services ecosystem and offerings (working with Capability leaders)
Qualifications:
* Minimum 3-5 years of account/delivery management experience
* Experience working with banking customers and experience in a large consulting environment
* 3-5 years' experience selling and delivering within the Salesforce Financial Services ecosystem
* Previous sales and consulting experience, as well as experience working in an account leadership and/or customer success role
* Prior experience meeting and exceeding sales targets of a similar size
* Skilled at leading teams through complex technology solution sales
* Passionate about financial services, and technology
* Proven track record in selling through exceptional client delivery
* Experienced in building relationships with customers (director level and above)
* Able to partner with clients to understand their organizational needs and recommend solutions that add value to their business
* Strong customer service and interpersonal skills
* Budget and project management experience
* Excellent verbal and written communication skills
* Able to travel up to 30%
About Us
Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.
Slalom is committed to fair and equitable compensation practices. For this role, we are hiring at the following levels and targeted base pay salary ranges:
East Bay, San Francisco, Silicon Valley:
Director: $249,000-$307,000
San Diego, Los Angeles, Orange County, Seattle, Boston, Houston, New Jersey, New York City, Washington DC, Westchester:
Director: $228,000-$281,000
All other locations:
Director: $209,000-$258,000
In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
We will accept applicants until January 30, 2026, or until the position is filled.
We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: ********************.
EEO and Accommodations
Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.
$249k-307k yearly Easy Apply 30d ago
Director of Accounting
Pittsburgh Theological Seminary 3.5
Finance director job in Pittsburgh, PA
For description, see PDF: ************ pts. edu/UserFiles/File/PDFs/About/Director%20of%20Accounting%20Posting%20Announcement.
pdf
$31k-37k yearly est. 46d ago
Director, Finance & Accounting
Maximus 4.3
Finance director job in Pittsburgh, PA
Description & Requirements Maximus is currently seeking a Director, Finance & Accounting. In this role, you will be responsible for performing and providing financial oversight to the business. . Essential Duties and Responsibilities:
- Prepare financial budgeting, forecasting and reporting on a monthly, quarterly, and annual basis, while performing variance analysis between forecast and actual.
- Ensure effectiveness of accuracy and timeliness of forecasting, reporting, accruals, and other financial related processes and systems on a weekly and monthly basis.
- Provide direct financial leadership and support for assessing service allocation rates, composition of cost pools for new allocations.
- Work with group and project finance teams to develop, administer, and implement process improvements and methodologies and cost allocation expectations.
Job-Specific Essential Duties and Responsibilities:
- Lead a team of financial professionals to develop and implement a financial strategy that is effective, consistent and aligns with the organization's overall financial strategy.
- Responsible for oversight and maintenance of project financial records and forecasts.
- Provide strategic pricing leadership to support a new business area.
- Participate in all internal and external audits.
- Oversee the monthly and quarterly financial close process for assigned businesses.
- Coordinates with Project Management to develop operational productivity analysis and tracking of metrics to identify where cost efficiencies can be achieved.
- Reviews contract modifications, maintain financial contract files and prepares reports, documentation and presentations as appropriate.
- Ensure client invoices are compliant with MAXIMUS policy and client requirement to ensure projects are billed accurately and timely.
- Manages Direct Sales Outstanding by expediting collections and keeping unbilled as low as possible.
- Ensure compliance with applicable policies and procedures as well as US GAAP, FAR, CAS and statutory regulations, acting as a champion of the company policy and procedures.
- Provide monthly, quarterly and annual forecasting for financial and business planning with Project Management and Division finance and works closely to track performance and provides timely variance and Risk and Opportunity analysis.
- Prepares routine and ad-hoc financial reports and analysis using MAXIMUS proprietary tools, Enterprise solutions, CostPoint, Cognos Reporting, and Excel
- Lead cooperative effort among members of a team.
- Provides ongoing supervision too assigned staff.
- Responsible for identifying and resolving issues, problems and concerns.
- Receives assignments in the form of objectives and determines how to use resources to meet schedules and recommends changes to policies and establishes procedures.
- Interacts with different levels of external and internal customers.
- Ensures the confidentiality and security of all corporate information.
- Other duties as assigned.
Minimum Requirements
- Bachelor's degree in related field required.
- 10-12 years of relevant professional experience required.
Job-Specific Minimum Requirements:
- Bachelor's degree in accounting or finance from an accredited college or university or equivalent experience in lieu of degree. Master's Degree preferred.
- Due to customer requirements, United States Citizenship is required.
- The ability to obtain or maintain a government issued security clearance is required.
-10+ years of relevant professional experience required.
- At least 5 years of experience in project accounting, financial control/management or similar discipline.
- 2-3 years management experience required.
- Must have DoD financial experience.
- Must have strategic pricing experience.
- Ability to coach, develop and mentor team members.
- Proficient in Microsoft Office (strong Word and Excel skills).
- Excellent organizational, interpersonal, verbal, and written communication skills, ability to perform quantitative and qualitative analyses of existing business processes.
- Ability to perform comfortably in a fast-paced, deadline-oriented work environment.
- Ability to work under standards-based performance measures.
- Ability to successfully execute many complex tasks simultaneously.
- Ability to work as a team member, as well as independently.
- Ability to be a self-starter.
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EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************.
Minimum Salary
$
145,000.00
Maximum Salary
$
160,000.00
$90k-124k yearly est. Easy Apply 7d ago
Assistant Director of Finance - Heinz College - Executive Education
Cmu
Finance director job in Pittsburgh, PA
Carnegie Mellon University stands at the forefront globally in innovation, instruction, and research. Heinz College merges the School of Public Policy & Management with the School of Information Systems & Management to foster a uniquely interdisciplinary educational setting. We equip learners to harness data, technology, and analytical insight to generate meaningful outcomes.
We are looking for an Assistant Director of Finance for Heinz College Executive Education. This senior financial officer will complete fiscal management, ensure accounting accuracy, and manage strategic pricing across all programs. The role includes handling financial systems, budgeting, forecasting, and ensuring programs meet CMU accounting standards while preserving strong margins and long-term financial health.
Reporting to the Associate Dean of Executive Education, you will serve as the main financial contact for the Heinz College FinanceDirector, CMU Finance Division, and other executive education units at the university. This position involves complex analysis, extensive policy expertise, and active collaboration to aid data-informed decision-making and promote strategic development.
Core Responsibilities:
Accounting and Financial Operations (35%)
Apply accounting practices to support accurate tracking of Executive Education revenue and expenses.
Coordinate program schedules to align revenue recognition with CMU policies and service delivery.
Partner with CMU Accounts Receivable to manage revenue documentation for non-eCommerce programs.
Reconcile CashNet/eCommerce activity with Oracle financials to ensure accurate program-level reporting.
Collaborate with the Assistant Director of Program Infrastructure to review monthly revenue and expense activity and process adjustments as needed.
Review instructor payments to ensure alignment with approved budgets and account structures.
Support monthly and annual close processes.
Prepare program-level revenue and expense summaries, including annual revenue-sharing calculations.
Financial Planning and Pricing (30%)
Partner with Executive Education leadership to support pricing, margin, and faculty compensation decisions.
Monitor market trends in executive and continuing education to inform pricing and cost structures.
Analyze program margins to identify trends and opportunities for improvement.
Build and maintain cost models that reflect direct expenses, instructional costs, and overhead.
Budget Development and Management (25%)
Support the annual budgeting process, including revenue and expense planning by program.
Work with program directors to develop budgets for instruction, materials, marketing, and delivery.
Assist with revenue forecasting for programs spanning multiple sessions or fiscal years.
Review monthly budget variances and help prepare explanations and insights for leadership.
Collaborate with Heinz College Finance and the Provost's Office during planning and forecast cycles.
Contribute to financial planning for new initiatives and future growth.
Reporting, Analysis, and Systems (10%)
Prepare regular financial reports that highlight revenue, expenses, margins, and trends.
Develop Power BI dashboards and Excel-based tools to support program and portfolio insights.
Run ad hoc reports from CMU financial systems (Oracle, Workday, Power BI).
Maintain organized documentation and records in alignment with university guidelines.
Adaptability, excellence, and passion are vital qualities within Carnegie Mellon University. We are in search of a team member who can effectively interact with a varied population of internal and external partners at a high level of integrity. We are looking for someone who shares our values and who will support the mission of the university through their work.
Qualifications:
Bachelor's degree in accounting, finance, or a related field.
A combination of education and relevant experience from which comparable knowledge is demonstrated may be considered.
At least 5 years of financial management experience, preferably in higher education, professional services, or nonprofit environments.
Solid understanding of accrual-based accounting, revenue recognition, and reconciliation processes.
Advanced proficiency in Oracle Financials, Power BI, and Microsoft Excel (pivot tables, lookups, formulas, charts).
Proven experience developing budgets, forecasts, and cost models across multiple programs or units.
Outstanding attention to detail, organizational skills, and commitment to accuracy.
Strong communication skills with the ability to translate financial information for non-financial collaborators.
Preferred Qualifications:
CPA, CMA, or Master's degree in finance, accounting, or business administration, or equivalent experience.
Experience in university or foundation accounting environments.
Familiarity with executive or continuing education pricing models.
Requirement:
Successful completion of a pre-employment background check.
Additional information:
Sponsorship: Applicants for this position must be currently legally authorized to work for CMU in the United States. CMU will not sponsor or take over the sponsorship of an employment visa for this opportunity. Carnegie Mellon is not a qualifying employer for the STEM OPT benefit: only the 12-month OPT may be used to work at Carnegie Mellon.
Work Posture: This position is operating on a hybrid schedule, with an on-campus/in-office presence 3 days a week.
Joining the CMU team opens the door to an array of exceptional benefits.
Benefits eligible employees enjoy a wide array of benefits including comprehensive medical, prescription, dental, and vision insurance as well as a generous retirement savings program with employer contributions. Unlock your potential with tuition benefits, take well-deserved breaks with ample paid time off and observed holidays, and rest easy with life and accidental death and disability insurance.
Additional perks include a free Pittsburgh Regional Transit bus pass, access to our Family Concierge Team to help navigate childcare needs, fitness center access, and much more!
For a comprehensive overview of the benefits available, explore our Benefits page.
At Carnegie Mellon, we value the whole package when extending offers of employment. Beyond credentials, we evaluate the role and responsibilities, your valuable work experience, and the knowledge gained through education and training. We appreciate your unique skills and the perspective you bring. Your journey with us is about more than just a job; it's about finding the perfect fit for your professional growth and personal aspirations.
Are you interested in an exciting opportunity with an exceptional organization?! Apply today!
Location
Pittsburgh, PA
Job Function
Financial Planning, Analysis, Accounting and Reporting
Position Type
Staff - Regular
Full Time/Part time
Full time
Pay Basis
Salary
More Information:
Please visit “Why Carnegie Mellon” to learn more about becoming part of an institution inspiring innovations that change the world.
Click here to view a listing of employee benefits
Carnegie Mellon University is an Equal Opportunity Employer/Disability/Veteran.
Statement of Assurance
$55k-90k yearly est. Auto-Apply 34d ago
Financial Services Entry-Level Position
NYL Ruvo Group-Pittsburgh, Pennsylvania
Finance director job in Pittsburgh, PA
Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
Compensation:
$100,000 - $120,000
Responsibilities:
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
Qualifications:
Relationship management skills are required
Must have the ability to successfully network and prospect for new clients
Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
About Company
New York Life Insurance Company has been helping people for over 175 years. As a mutually owned company, New York Life holds itself to the highest standards of transparency, objectivity, and integrity. As a Fortune 100 company, we value career growth, collaboration, innovation, and diversity, and are committed to improving local communities through giving and volunteerism, supported by the New York Life Foundation.
Fast-Track to Leadership: Clear path to management for those with advanced education or prior leadership/ownership experience.
Upside Income Potential: Industry-leading compensation packages
Professional Growth: Ongoing training, mentoring, and industry certifications.
Community & Support: You'll be in business for yourself - but never by yourself.
$100k-120k yearly 7d ago
Vice President of Finance and Administration
California University of Pennsylvania 3.9
Finance director job in California, PA
Posting Number S342P Posting Text Pennsylvania Western University (PennWest), with campuses in California, Clarion, Edinboro, and Global Online seeks an experienced professional and proven leader to serve as the Vice President for Finance and Administration and CFO. This is an exceptional opportunity for an experienced and accomplished financial and administrative leader with substantial experience to guide, marshal, influence, shape, and advance the mission of the University.
PennWest is seeking a proven leader, problem-solver, and financial executive for the position of Vice President for Finance and Administration and Chief Financial Officer. The Vice President reports to the University President and requires a combination of strategic leadership and hands-on management. This position supports executing the President's agenda and strategic vision for the Institution.
To view and apply for this position, please click here.
Job Title Vice President of Finance and Administration Type of Employment Full Time Bargaining Unit Management Full-Time/Part-Time FLSA Exempt Salary Range Salary commensurate with experience Position Classification Department Finance
Posting Text
Job Summary / Basic Function
Please view and apply for this position Via this Site.
Required Skills, Knowledge & Abilities
Please see Search Profile
Minimum of Education / TrainingRequired Education Summary
Please see Search Profile
Preferred Qualifications
Please see Search Profile
Physical Demands Work Location Any Pennwest location Is travel to other PennWest campuses required for this position? If so, how often?
Yes
Work Hours Posting Date Closing Date Open Until Filled No Diversity Statement
PennWest University's Office of Community, Opportunity, Responsibility, and Engagement (CORE) provides strategic leadership in fostering a campus environment grounded in dignity, belonging, and opportunity for all students, faculty, and staff. Through comprehensive programs and collaborative partnerships, CORE advances student success, cultivates academic and leadership development, and strengthens community engagement in alignment with the university's mission.
ADA Statement
To request reasonable accommodation to participate in the job application or interview process, contact Amy Salsgiver, ADA Coordinator, ***********************; ************. Pennsylvania Western University complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities.
EEO Statement
Pennsylvania Western University of Pennsylvania is committed to providing equal access to all individuals and prohibiting any form of discrimination and harassment on the basis of race, color, religion, national origin, ancestry, sex, age, marital status, familial status, sexual orientation, gender identity and expression, pregnancy, genetic information, disability, status as a veteran, or any other characteristic prohibited under Title IX of the Education Amendments of 1972, Section 504 of the Rehabilitation Act of 1973, the Americans with Disabilities Act of 1990, and other pertinent state and federal laws and regulations. Direct inquiries to the Title IX Coordinator, 423 Becht Hall Clarion Campus 16214-1232; email *********************** or phone ************. Inquiries may also be directed to the Director of the Office for Civil Rights, Department of Education, 330 Independence Avenue, SW, Washington, DC 20201.
$114k-147k yearly est. 5d ago
Senior Director - Finance
V15P1Talonnn
Finance director job in Washington, PA
Meet Our Team: The Senior DirectorFinance role is an exciting opportunity to be a key leader serving as a member of the India Leadership team and Global Finance team supporting a dynamic and high growth organization. This is a multi-faceted role handling a large team working in a highly matrixed-structure.
Picture Yourself at Pega:
In this role you will establish strong processes and controls that enable the group to deliver high quality results. The position not only has the responsibility of looking inward, but also to keep an eye outwards and apprise the business and key stakeholders of any threats and opportunities arising out of any economic, political or any other changes in India/APAC.
What You'll Do at Pega:
• Manage the APAC financial closing process - work cross-functionally and coordinate everyone's efforts to ensure that all required financial data is properly captured, reconciled, documented, and disclosed.
• Ensure that all APAC financial data is in compliance with Generally Accepted Accounting Principles (GAAP).
• Ensure that monthly close deadlines for US SEC reporting purposes are met.
• Develop and maintain accounting policies and procedures including process documentation and control matrices.
• Review and approve APAC accounting transactions; responsible for overseeing APAC general ledger, sub-ledgers and fiscal records.
• Manage the fixed asset systems.
• Manage APAC operating cash, the weekly bank reconciliation, and reporting.
• Direct and coordinate financial planning and budget management functions
• Recommend benchmarks for measuring the financial and operating performance
• Monitor and analyze monthly operating results against budget
• Oversee daily operations of the finance and accounting department
Who You Are:
A highly proficient senior leader who can inspire, build, and retain a highly engaged, efficient and motivated team. Has strong analytical and project management skills to be able to allocate resources well and influence, build consensus, and resolve conflicts as required. Support a team-oriented environment, ensuring that all tasks are being completed timely and accurately.
What You've Accomplished:
• CA (Chartered Accountant) with strong experience in working within the technology industry
• 15+ years' experience across finance, accounting, budgeting, and cost control principles including U.S. and India Generally Accepted Accounting Principles
• Knowledge of automated financial and accounting reporting systems.
• Knowledge of federal and state financial regulations
• Ability to analyze financial data and prepare financial reports, statements and projections
• Small and large project/program orientation
• Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects.
Pega Offers You:
• A rapidly growing yet well-established business
• The world's most innovative organizations as reference-able clients
• Analyst acclaimed technology leadership in a massive emerging market
• A workplace that requires people to have an informed opinion
$86k-138k yearly est. Auto-Apply 60d+ ago
SEC Reporting Manager
Sourcepro Search
Finance director job in Pittsburgh, PA
SourcePro Search is conducting a search for a SEC Reporting Manager, needed for leading company. The ideal candidate is a CPA who has 5+ years of experience with SEC reporting and extensive knowledge of US GAAP, XBRL Tagging and document management experience.
Candidates with a big 4 background are preferred.****************************
$85k-118k yearly est. 60d+ ago
Assistant Director, Financial Aid and Scholarships - Enrollment Management Group (EMG)
Duquesne University 4.6
Finance director job in Pittsburgh, PA
Salary: Commensurate with experience Benefits: Generous benefits include paid time off including holidays and vacation, retirement match, and tuition remission for employee and dependents. Details at ********************
Position Status: Full-time
Hours: Varied
Position Number: 241282/10-1108
FLSA Status: Exempt
POSITION SUMMARY:
The Assistant Director of Financial Aid works collaboratively with the Associate Director of Financial Aid, AVP/Director of Financial Aid and Scholarships, and other staff members to administer all aspects of the financial aid process, which includes but not limited to the development, administration and interpretation of financial aid policies and procedures in accordance with established federal, state and institutional guidelines. Works independently and is expected to exercise discretion and independent judgment in carrying out the responsibilities, including but not limited to, reviewing specific student files and processing financial aid in accordance with institutional, state, and federal guidelines, providing excellent customer service to students and families, assisting in the development and awarding of financial aid strategies, and determining eligibility beyond routine policies and procedures. Supports Enrollment Management goals to recruit and retain students.
DUTIES AND RESPONSIBILITIES:
Meets with families and students to provide excellent customer service while counseling incoming and current students on financial aid packages, balances and other financial aid needs. Provides guidance to students who are requesting re-evaluation of awards exercising Professional Judgment.
Case management of student files, including awarding, verification, document processing, C Codes, R2T4, Study Abroad, SAP, Summer Aid applications and all other duties as required to support the financial aid lifecycle of students in the assigned caseload for the entirety of their academic career.
Addresses department emails and voicemails from students and families concerning title IV eligibility, memo'd funds, disbursement amounts and dates, unposted financial aid, missing documentation, scholarships and financial aid opportunities, verification, missing documents, etc. Monitor and review submitted documentation in a timely manner for student financial aid and ensure and quality control of university resources.
Assists in determining eligibility for financial assistance and calculating the type and amount of aid awarded by analyzing and evaluating financial information, including processing and reviewing verification; SAR codes; Professional judgement; and research federal, state, and institutional guidelines. Determine student eligibility for receipt of aid, make decisions and use professional judgement beyond routine policies and procedures.
Interprets federal, state, and university policies and regulations to ensure compliance and consistency in the equitable distribution of financial assistance. Responsible for needs assessment through the analysis and evaluation of individual financial circumstances and their ability to pay the student's cost of attendance.
Assists in the development, documentation, and management for the policies, procedures and operations involved with the awarding and delivery of certain institutional financial aid programs, including but not limited to, SAGE Tuition Rewards, Tuition Exchange (TEP/CIC), athletic and special programs, etc. Maintain and process financial aid within federal, state, and institutional guidelines.
Develops procedural documentation of financial aid operational procedures and reports for office use. May be consulted for official policy and procedures federal requirements and documentation. Provide understanding and knowledge of NASFAA, Department of Education, and PHEAA regulations.
Represents financial aid at various open house events for current and incoming students.
Completes other duties as assigned.
REQUIREMENTS:
Minimum qualifications:
Bachelor's degree from an accredited institution.
3-5 years of work-related experience.
Preferred qualifications:
Experience with Banner/Ellucian preferred.
Familiarity with Slate and Banner preferred
Alternately, the successful candidate may possess any equivalent combination of experience and training, which provides the knowledge, skills and abilities required to perform the essential job functions. This includes, but is not limited to, the following:
Highly developed interpersonal, analytic, problem-solving, organizational and communication skills, including the ability to listen thoughtfully and respectfully to a diverse population of constituents and stakeholders;
Strong communication skills, both oral and written providing the ability to effectively communicate with multiple internal and external constituents;
Knowledge and understanding of federal, states and agency-accrediting rules and regulations as they pertain to higher education admission. Very strong knowledge of federal and state regulations concerning financial aid, as well as NCAA regulations;
Strong functional knowledge of FAMS system (Banner/Ellucian preferred);
Ability to run Banner automated processes for Pell and Direct Loan; combined with knowledge of COD, NSLDS, and PHEAA websites.
A broad understanding of higher education processes and procedures, including shared governance, strategic planning, resource allocation and budget management;
Ensures compliance with Federal and State laws pertaining to financial aid, affirmative action and FERPA;
Membership and active engagement in appropriate national student service organizations, such as NASFA and PASFA;
Proficiency with PC, Microsoft Office tools, email and the Internet with the ability to learn a variety of new technology systems; familiarity with Slate and Banner preferred;
Sensitivity to the need of each individual to be treated with dignity and respect as it relates to the Mission of the University specifically;
Proactive, strategic, analytical and deadline-oriented in a complex organization;
Ability and willingness to work outside of regular business hours and some evenings and weekends during peak enrollment periods;
Ability to prepare and maintain confidential data independently in accordance with established policies and procedures and exercise consistent discretion;
Considerable knowledge of the laws, regulations and policies governing the operations of the University;
Ability to create and maintain complex records and files;
Ability to exceed recruitment goals, facilitate staff development opportunities, exhibit teamwork, model analytical & critical thinking, engage in creative problem solving and demonstrate high levels of time management and organizational skills.
Ability to work with diverse populations and sensitivity to the needs of each individual to be treated with dignity and respect as related to the Mission of the University specifically; and the ability to establish and maintain effective working relationships with the University Community.
NCAA Compliance: NCAA requirements and competency as appropriate based on position responsibilities, upholds NCAA rules and regulations.
Ability and willingness to contribute actively to the mission of the University and to respect the Spiritan Catholic identity of Duquesne University. The mission is implemented through a commitment to academic excellence, a spirit of service, moral and spiritual values, sensitivity to world concerns, and an ecumenical campus community.
APPLICATION INSTRUCTIONS:
Applicants are asked to submit a cover letter, resume, and contact information for three professional references.
Duquesne University was founded in 1878 by its sponsoring religious community, the Congregation of the Holy Spirit. Duquesne University is Catholic in mission and ecumenical in spirit. Motivated by its Catholic identity, Duquesne values equality of opportunity both as an educational institution and as an employer.
$57k-71k yearly est. 60d+ ago
Vice President of Public Finance Capital Markets
First National Bank (FNB Corp 3.7
Finance director job in Pittsburgh, PA
Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Vice President of Public Finance Capital Markets Business Unit: Commercial Banking Reports to: Managing Director and Head of Public Finance Investment Banking
Position Overview:
The Director of Public Finance Capital Markets is responsible for originating and executing municipal finance transactions for public sector clients and other issuers of municipal securities. As the business is launched and expands, this role offers opportunities across sales, trading, underwriting, and/or investment banking, depending on experience and interest. Candidates should be adaptable, analytical, and eager to contribute to transaction execution, client engagement, and market strategy in a collaborative, fast-paced environment.
Primary Responsibilities:
Investment Banking: Originate and execute municipal finance transactions for public sector clients, including structuring, pricing, and advising on bond issuances and related financing solutions. Responsibilities also include preparing and delivering RFP responses, client pitches, and presentations.
Underwriting: Underwrite new issue municipal bonds, including transaction structuring, pricing, book-building, client calls, and ensuring compliance with regulatory requirements.
Trading: Maintain and transact in secondary bond inventory in support new issue underwriting and secondary client liquidity. Manage market risks and hedge positions as appropriate.
Sales: Develop and maintain relationships with institutional investors, market new issues and secondary balances, and collaborate on distribution strategies to maximize investor participation.
Cross-Team Coordination: Partner with internal teams (compliance, legal, technology, operations, and relationship managers) as well as external partners and regulatory agencies to ensure efficient execution and adherence to regulatory standards.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
7
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent communication skills, both written and verbal
Excellent management skills
Excellent organizational, analytical and interpersonal skills
Ability to work and multi-task in a fast paced environment
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Appropriate FINRA Licenses
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$35k-41k yearly est. Auto-Apply 5d ago
Accounting and Finance Consulting Manager (Accounting and Finance Optimization)
RSM 4.4
Finance director job in Pittsburgh, PA
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Do you have a passion and a curiosity for understanding and researching complex accounting issues?
Are you looking for a more flexible and balanced career?
Do you enjoy serving and working collaboratively with your clients to help resolve complex accounting issues?
Are you interested in joining an in-demand rapidly growing practice with experienced professionals of diverse backgrounds?
Are you looking for a career that will provide you with interesting and varied professional growth opportunities?
If so, RSM's Accounting and Finance Consulting (AFC) practice is the right fit for you!
RSM is looking for a Manager to join our Accounting and Finance Consulting (AFC) practice with a focus in Financial Advisory. Changing economies, new accounting policies and evolving tax regulations mean that business and professional services firms face an ever-changing business landscape. With more than 80 years of industry expertise, RSM has helped thousands of firms to achieve their business objectives. Our clients include firms in a variety of industries, including financial services, technology, life sciences, and manufacturing to name just a few. Experienced in serving clients with a local, national or international presence, and a number of diverse organizational structures, our professionals can help develop meaningful solutions for your business.
Responsibilities:
* Manage multiple concurrent engagements within the Accounting and Finance Consulting (AFC) practice to provide technical accounting and financial or business advisory guidance to clients
* Demonstrate intermediate to advanced knowledge of complex accounting concepts
* Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables
* Collaborate directly with firm specialists/subject matter experts on complex accounting matters
* Assist in the preparation of technical memos and other client deliverables
* Supervise Audit Seniors and Supervisors on engagement teams
* Oversee engagement economics and manage appropriate resources for efficient engagement models
* Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities
* Understand RSM's service lines and work as a team in providing an integrated service delivery
* Develop others within the TAC practice through mentoring, training and advising on career development or participating in other Firm initiatives
* Understand RSM's lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm
* Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
* Subscribe to and actively read industry publications and share relevant information with clients as considered applicable
* Ensure professional development through ongoing education
* Willingness to travel 25% or less of the year, depending on your clients
Required Qualifications:
* BS/BA Degree in Accounting or equivalent degree
* 5+ years of current or recent experience in a public accounting, financial reporting or technical accounting capacity
* Excellent team and project management skills
* Advanced written and verbal communication skills
* Understanding of audit services with knowledge of US GAAP, IFRS, and FASB regulations
* A proven record of building profitable, sustainable client relationships
* Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements
Preferred Qualifications:
* Experience in managing project teams related to one or more of the following areas: accounting and finance optimization, audit readiness, complex accounting analysis and consultation, new accounting standard implementation
* A successful record of directing and deploying staff and senior associates on multiple, simultaneous engagements
* CPA or equivalent certification
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $88,900 - $168,300
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$88.9k-168.3k yearly Easy Apply 60d+ ago
AFC Control Desk
Chatham University 4.2
Finance director job in Pittsburgh, PA
We value our students! If you see an open position that is right for you, we encourage you to apply!
AFC Control Desk
The Athletic and Fitness Center is seeking someone with exceptional interpersonal and communication skills for the control desk position. This position includes but is not limited to patrolling the building, cleaning weight equipment, managing the facility, answering the phone, answering patron questions, assisting with setting up of events/games and other duties as assigned by the supervisor for this position.
Responsibilities of the Position:
Attention to detail is imperative.
Monitoring facility by greeting AFC users and answering telephone.
Assist with equipment maintenance including cleaning machines in the weight room etc. for AFC users.
Updating AFC signs
Assisting members of AFC by completing clerical tasks such as word processing, scheduling and verbal communication skills.
Completing other duties as assigned by the supervisor for this position.
Student staff must participate in online and in person training sessions provided by the HR. The position is in-person and hours vary per week depending on availability in relation to building hours. Nights and weekends are required. You will be asked to meet in person at least once per semester. There is a Dress code/uniform will be required for this position.
All current student employees should notify their other manager(s) if you work multiple jobs on campus at the same time. Additionally, students may not work more than 20 hours per week (combined between all campus jobs) during the academic year. Students may not exceed 980 work hours per calendar year.
Student jobs do not automatically roll over to the next academic year or summer.
Chatham University strives to promote a campus environment that understands and embraces multiculturalism while increasing individuals' intercultural competence. We actively work to build and sustain a diverse and culturally vibrant campus, which promotes employee and student success and retention.
Chatham University is an Equal Opportunity Employer with a strong commitment to diversity, inclusion, and equity. Chatham University does not discriminate on the basis of race, creed, color, religion, gender, gender identity, gender expression, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, age, national origin, age, disability, genetic information, veteran status, marital or family status, political affiliation, or any other characteristic protected by applicable law.
$63k-77k yearly est. Auto-Apply 60d+ ago
Healthcare Financial/Actuarial Director
WTW
Finance director job in Pittsburgh, PA
As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital.
**The Role**
+ Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance
+ Leads Medium to Large clients' financial/actuarial engagements
+ Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients
+ Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions
+ Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables
+ Guides team (regional and global) on deliverables based on client need; review models and presentations for client delivery
+ Builds relationships internally and collaborates effectively on cross-functional teams
**Qualifications**
**The Requirements**
+ 10+ years' experience and demonstrated success in the delivery of complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment
+ Proven ability to generate revenue
+ Track record of success in managing and growing client relationships
+ Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts
+ Proven ability to lead data analytic projects
+ Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy and leading the development of new intellectual capital
+ Ability to leverage judgement and past experiences to predict which methods will work
+ Multiple years of experience across one or multiple client segments
+ An executive presence with polished and well developed written and oral communication skills
+ Superior ability to influence and collaborate with senior management and work across all levels of an organization
+ Excellent Microsoft Office skills, particularly in Excel and PowerPoint
+ State Life and Health license required within 90 days of joining
+ Actuarial designation and current continuing education (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $ 140,000.00 - $200, 000.00 USD annually.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
+ **Retirement Benefits:** Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**The position allows for flexible working:**
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
How much does a finance director earn in Pittsburgh, PA?
The average finance director in Pittsburgh, PA earns between $72,000 and $181,000 annually. This compares to the national average finance director range of $76,000 to $183,000.
Average finance director salary in Pittsburgh, PA
$114,000
What are the biggest employers of Finance Directors in Pittsburgh, PA?
The biggest employers of Finance Directors in Pittsburgh, PA are: