Finance manager jobs in Huntersville, NC

Pinarello US is seeking a Finance Manager to lead budgeting, cash flow management, financial analysis, reporting, audits and tax compliance. This role ensures accurate financial operations, adherence to regulatory standards, and delivers insights that support strategic decision-making. The Financial Manager reports to the US Managing Director with a dotted line to the CFO in Italy. Will oversee two employees in Finance/Accounting department. Key Responsibilities Primary liaison with headquarter Finance team sitting in Italy Develop and manage annual budgets; monitor performance and partner with departments on variance analysis Prepare cash flow forecasts and monitor cash position Produce financial reports for internal leadership and external stakeholders Assist in month-end and year-end financial statement preparation Support product costing, pricing strategies, and margin analysis Reconcile fixed assets, depreciation, and amortization Reconcile prepaid expenses and accrued liabilities (e.g., insurance, warranties, sponsorships) Coordinate with external CPA to ensure timely and accurate tax filings and payments Oversee annual financial audits Oversight of insurance policies through the global group Provide backup support for credit, accounts receivable, accounts payable, and payroll functions Requirements Bachelor's degree in Accounting or Finance 5+ years of accounting experience Experience in wholesale import within the consumer goods sector preferred Proficiency in Microsoft Power BI and Excel Experience in ERP systems required and SQL knowledge preferred Interest or familiarity with cycling is a plus Benefits 100% employer-paid health, vision, and dental coverage 401(k) match Flexible paid time off and paid holidays Use of Pinarello bike during employment The compensation range for this position is between $85,000 - $115,000.

Director of Finance COMPANY: One of the largest providers of automotive aftermarket upgrades in North America. REPORTS/RELATIONSHIPS: This position will report directly to the Chief Financial Officer, supervise two to three finance team members, and lead the Franchise Administration and Supply Chain teams. BASIC FUNCTIONS: The Director of Finance is a strategic leader responsible for overseeing all core financial operations for the Franchise Support team. This role serves as a strategic partner to the President and senior leadership, influencing business decisions through financial insight and cross-functional collaboration. The Director of Finance partners with executive leadership to ensure financial accuracy, drive business insights, and support long-term planning and growth initiatives, while serving as a direct liaison with the parent organization. This role oversees a multi-functional finance team supporting a national franchise network and supply chain operations, managing budgets exceeding $25 million annually. In addition, this role manages business accounting functions, including month-end reporting, budgeting, and forecasting, while also leading the Franchise Administration and Supply Chain teams. Specific duties will include, but not necessarily be limited to: Strategic Leadership and Cross-Functional Collaboration Serve as a financial advisor to the President and Leadership Team. Coordinate with the parent company on strategic initiatives and reporting. Lead capital expenditure planning and ROI analysis for major projects. Drive Financial Planning and Analysis (FP&A) Build and maintain financial models and sensitivity analyses. Establish and monitor key performance indicators (KPIs). Identify risks and opportunities and recommend mitigation strategies. Oversee Core Financial Operations Lead month-end close processes and ensure timely, accurate financial reporting. Develop and manage annual budgets and rolling forecasts. Provide financial analysis and insights to support strategic decision-making. Oversee audit preparation and regulatory reporting. Implement and monitor financial policies and procedures. Lead Franchise Administration Team Ensure accurate royalty rate calculations and timely invoicing. Manage vendor rebate tracking and distribution. Oversee business improvement incentive rebate programs. Maintain compliance with franchise agreements and financial policies. Manage Supply Chain Finance Functions Supervise order management, pricing strategies, and inventory controls. Oversee item lifecycle management and cost optimization. Collaborate with operations to align financial goals with supply chain performance. REQUIREMENTS: 5-10 years of progressive experience in finance or accounting, including team leadership or project ownership with broad experience in both finance and accounting. Proven track record of implementing financial systems and controls. Proficiency in financial modeling and reporting tools such as Excel and NetSuite. Experience in a franchise-based business model preferred. Demonstrated ability to translate financial insights into actionable strategies. High quality decision-making and analytical skills, with the ability to distill complex data into clear, actionable insights. Driven professional with strong team development capabilities, ready to step into a strategic leadership role. Effective communicator and adept at building rapport with franchisees. Experience managing cross-functional teams and large-scale projects. Skilled in delegation and delivering results on time and within budget. Bachelor's degree in finance, accounting, or a related field required; MBA or advanced degree preferred. COMPENSATION: Compensation will be commensurate with experience including a competitive base salary, bonus opportunity, and competitive benefits package. CONTACT INFORMATION: Robin Bagby, Senior Associate ********************* ************

Travel: Occasional travel to powerplants in NC & SC Work Schedule: Monday-Friday | Start between 7-9 AM | End between 4-6 PM The Financial Analyst will: Lead financial analysis, budgeting, forecasting, and variance reporting Support month-end close, including journal entries and accruals Develop and maintain consolidated financials across jurisdictions Assist with regulatory filings including FERC reports and rate case support Partner with project and system owners to enhance reporting tools Ensure adherence to GAAP and internal accounting policies Provide proactive recommendations to leadership based on financial trends This position requires strong analytical skills, financial reporting expertise, and the ability to collaborate across multiple business units. Key Responsibilities: Financial Analysis & Reporting Deliver accurate financial analysis and management reporting Consolidate actuals, budgets, and forecasts with clear variance explanations Identify and correct data issues to ensure financial accuracy Support month-end close and prepare journal entries and accruals Assist with governmental filings (FERC, insurance claims, rate case materials) Support internal and external audit activities Update and support SOX documentation and testing Budgeting & Business Planning Manage planning calendars, budget guidance, and assumptions Validate uploaded budgets against target amounts Support strategic plans and related presentations Coordinate annual budgeting through Hyperion Planning or OneStream Partner with leadership to refine business plan content Leadership & Collaboration Build strong working relationships with Finance and RRE business partners Provide guidance on complex accounting issues Identify cost savings opportunities through independent analysis Support initiatives that enhance financial accountability Participate in cross-functional projects and best-practice teams Other Responsibilities Lead or assist with special projects as needed Identify and implement process improvement opportunities Support ad hoc reporting and analysis requests Work overtime as required during close and planning cycles Required Qualifications: Financial Analyst II Bachelor's in Accounting, Finance, Economics, or related field 2+ years of increasingly complex experience Experience with financial systems such as PeopleSoft, HFM, PowerPlan, WebI Proficiency in Excel, Word, and PowerPoint Senior Financial Analyst Bachelor's in Accounting, Finance, Economics, or related field 3+ years of increasingly complex experience Experience with financial systems such as PeopleSoft, HFM, PowerPlan, WebI Strong Microsoft Office skills Desired Qualifications: CPA, CIS, CFA, or CMA (or progress toward certification) Master's degree in Accounting, Finance, or MBA Experience working with executive leadership Utility industry experience Strong written and verbal communication skills Ability to work independently and proactively Experience with Analysis Services Advanced Excel skills and proficiency with Power BI, PowerPivot, Power Query Demonstrated ability to interpret financial trends and present insights

We are partnering with a well-established family in Charlotte, NC to identify a highly organized, proactive, and detail-oriented Private Assets and Estates Manager. This individual will play a key role in managing and overseeing a portfolio of properties and assets with the utmost confidentiality, precision, and care. The role involves meticulous tracking and management of warranties, contracts, and accounts related to both properties and investments, as well as providing support for financial reporting, budgeting, and compliance efforts. The ideal candidate will bring strong organizational and communication skills as well as a passion for excellence. This is a full-time, on-site position based in Charlotte, NC. ESSENTIAL DUTIES & FUNCTIONS: Track and maintain warranties, service agreements, vendors, and contracts across multiple properties and assets. Maintain current vehicle equipment documentation and organization. Maintain a detailed and comprehensive inventory of assets, including real estate, vehicles, investments, and other assets. Regular review and negotiation of contracts for utilities. Oversee insurance coverage and security systems for multiple properties. Manage accounting functions such as accounts payable/receivable, payroll, and bank and credit card reconciliations. Record transactions in accounting software for tracking and transparency. Track income and expenses across businesses and investments. Serve as a liaison between family attorneys and accountants on legal and financial matters. Provide regular updates on company investments. QUALIFICATIONS: Bachelor's degree in Accounting, Business Administration or a related field Exceptional organizational skills and meticulous attention to detail. A strong background in financial accounting or bookkeeping with proficiency in software such as QuickBooks, Excel, or similar. The ability to handle sensitive information with discretion and maintain the highest level of confidentiality. A proactive mindset to anticipate needs, solve problems, and prioritize responsibilities. Strong communication and interpersonal skills. For confidential consideration, email ******************* or apply directly!

Insight Global is seeking a Transaction Monitoring Manager to work for a client in the Charlotte area. Day to day responsibilities will include: Lead a team of 10-15 Compliance Analysts focused on transaction monitoring, AML/fraud investigations, and enhanced due diligence (EDD). Ensure team performance meets quality and productivity goals, including oversight of vendor partners. Support a customer-first culture by aligning team goals with service excellence. Identify and solve broader operational issues by working with cross-functional teams. Communicate clearly to drive team performance and manage change effectively. Promote a strong compliance culture and act as a subject matter expert in AML. Collaborate with Financial Crimes and Compliance teams to execute Coinbase's AML program. Must Haves: Bachelor's degree or 5+ years of experience in Compliance. 2-3+ years of supervisory experience. Solid understanding of financial regulations (BSA, OFAC, FinCEN). Comfortable working with multiple systems and in fast-changing environments. Positive outlook on crypto and Web3. Plusses: Compliance certifications (e.g., ACAMS). Experience with Google Suite. Project management or Agile/Scrum/Lean Six Sigma background. Familiarity with Coinbase products.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement. Essential Job Functions: Support the monthly close process, including preparing financial statements & analysis for management Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model Create internal and external-facing presentations to convey financial insights effectively Perform cash flow analysis, monthly budget reviews and variance analysis Track expenses and process invoices, ensuring accuracy and timely approvals Collaborate with cross-functional teams to gather inputs and validate financial data for reporting Identify opportunities for automation and implement technology-driven solutions to improve efficiency Maintain and enhance financial models and reporting tools Work directly with leadership to support ad hoc analysis and special projects as needed Education and/or Work Experience Requirements: Bachelor's degree in Accounting, Finance, or a related field 2-4 years of relevant experience; Big 4 public accounting experience is a plus Strong understanding of financial statements and accounting principles High proficiency in Microsoft Office, specifically Excel and PowerPoint Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus Excellent communication and organizational skills Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment Required Knowledge, Skills, and Abilities: Curious and solutions-oriented mindset Strong attention to detail and commitment to accuracy Excellent written/verbal communication and interpersonal skills #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Hours: 40 Pay Details: $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Finance Job Description: The Senior Treasury Capital Manager develops and executes complex capital management capabilities, strategies and/or structures for balance sheet management purposes. This role contributes to the continuous improvement of all processes, procedures, models, and system designs. Provides technical expertise, general direction, and subject matter expertise to the team. Depth & Scope: Recognized as top level expert within the company and requires significant in-depth and/or breadth of expertise in their in a complex field and knowledge of broader related areas Senior specialist providing advisory services to executives, business segment leaders and governs the requirements for own work Collaborates with Finance, Risk Management, Business Partners, and Regulatory Teams to support capital planning and reporting activities Conducts capital planning, forecasting, risk identification, or stress testing activities to evaluate capital adequacy and resilience Delivers insightful analysis and reporting to support internal management and fulfill external regulatory requirements Identifies, analyzes, and implements RWA and ROE optimization opportunities and strategic initiatives Leads activities related to balance sheet management including managing capital components, balance sheet strategies, and optimization initiatives to support regulatory and strategic objectives Provides advice on the interpretation of new and existing regulatory capital rules Represents the Bank at industry forums and bi-lateral discussions with regulators on capital issues Identifies and implements process improvements to enhance the efficiency, effectiveness, and automation of capital reporting planning and forecasting functions Acts as a key point of contact for internal audit, regulatory reporting deliverables, and governance activities related to capital management Ensures appropriate controls, reconciliations, and governance frameworks are in place for all capital management reports and/or forecasts Drives continuous improvements to the regulatory reporting and forecasting processes, focusing on timeliness, accuracy, efficiency and automation Benchmark against industry best practices and evolving regulatory standards to identify and implement capital optimization opportunities Manages capital distribution, issuance and redemption processes in accordance with regulatory capital requirements and internal governance standards Maintains capital management policies, including capital adequacy assessment to support internal capital ratio target setting Monitors compliance with regulatory capital limits and processes, as outlined in relevant capital management policies Education & Experience: Undergraduate degree or equivalent work experience 10+ years of experience Preferred Qualifications: Experienced in working with large datasets Experienced in working with excel, including VBA Ability to communicate effectively, synthesizing complex issues to easy-to-understand messages Ability to develop framework to measure and enhance regulatory capital reporting and calculations Experience assessing risk weighted assets by product and ability to implement strategies to review quarterly changes Experience with Alteryx or automation platform a plus but not required Customer Accountabilities: Understands and implements capital management requirements Works with the lending groups to review suitability of on-balance assets, and leads projects to enhance systems Invests the Bank's surplus cash in appropriate money market instruments Buys options to protect against adverse movements in interest rates Works closely with both liquidity and capital teams to determine the appropriate funding and capital needs of the Bank and ensures various key regulatory requirements are met. Shareholder Accountabilities: Adheres to enterprise frameworks or methodologies that relate to activities for the business area Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate Ensures respective programs / policies / practices are well managed, meet business needs, complies with internal and external requirements, and aligns with business priorities Protects the interests of the organization - identifies and manages risks, and escalates non-standard, high risk activities as necessary Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations Conducts internal and external research projects; support the development / delivery of presentations / communications to management or broader audience Monitors service, productivity and assesses efficiency levels within own function and implement continuous process / performance improvements where opportunities exists Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Employee/Team Accountabilities: Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit Provides mentorship and subject matter expertise to junior and peer team members to enhance technical capabilities, support career development, and strengthen overall team performance Keeps current on emerging trends / developments and grows knowledge of the business, related tools and techniques Participates in personal performance management and development activities, including cross training within own team Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships Contributes to a fair, positive and equitable environment that supports a diverse workforce Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Occasional Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

The Interim Treasury Manager provides oversight and management of treasury operations during a transitional period. This role is responsible for managing cash flow, banking relationships, liquidity, and risk management activities. The Interim Treasury Manager ensures compliance with internal policies and external regulations, supports executive leadership with strategic recommendations, and maintains financial stability. This position collaborates with finance and accounting teams to optimize cash management and supports the transition to a permanent Treasury Manager. This role works a sporadic and fluctuating work schedule. Job Duties: • Supervises, directs and develops staff and assists in managing the responsibilities of the Treasury team • Reviews expense budgets and accrual recommendations to ensure funds' books and records are accurate • Ensures expenses are in compliance with contractual agreements including expense limitations • Oversees and reviews the allocation of invoices • Works with Product/Finance on "what if" scenarios and financial analysis for new products, new share classes, adjustment to expense caps and industry/competitive analysis • Participates in the preparation and review of Board materials, including extensive involvement in the annual 15c review • Reviews expense work-papers and shareholder financial statement support schedules for semi-annual and annual shareholder reporting. • Assists with audit related questions. • Reviews all financial data within the funds' N1-A Filings • Reviews and approves of all 24f-2 Filings made by the Funds • Oversight of the 1099s for trustees • Completes special projects as necessary • Other duties as required Supervisory Responsibilities: • N/A Qualifications, Knowledge, Skills, and Abilities: Education • Bachelor's degree in Finance, Accounting, or Business Administration, required • Master's degree in Finance, Accounting, or Business Administration, preferred Experience • Five (5) or more years of experience in treasury management, required • Two (2) or more years in a finance leadership role, required • Experience in interim or transitional treasury roles, preferred • Experience in professional services or public accounting, preferred Licenses/Certifications • Certified Treasury Professional (CTP), preferred • Certified Public Accountant (CPA), preferred Software • Proficiency in Microsoft Office Suite, required • Experience with treasury management systems (e.g., Kyriba, SAP Treasury), preferred • Experience with ERP systems (e.g., SAP, Oracle, NetSuite), preferred Other Knowledge, Skills, & Abilities • Strong analytical and quantitative skills • Excellent written and verbal communication skills • High attention to detail and accuracy • Strong organizational and project management skills • Ability to work collaboratively with cross-functional teams • Ability to manage multiple priorities and meet deadlines • Ability to negotiate and manage banking relationships effectively Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $75/hr - $105/hr Maryland Range: $75/hr - $105/hr NYC/Long Island/Westchester Range: $75/hr - $105/hr

Regional Finance Manager | Up to $140k + Bonus Location: Charlotte, NC | Hybrid | Full Time Are you inspired by a role that leverages your analytic skills, while also affording you the opportunity to be a real business partner to line level leadership? This opportunity is ideal for someone who thrives in dynamic environments and enjoys being the financial voice among operational leaders. You'll be partnering directly with a group of General Managers, helping guide decisions that drive profitability and growth. The company is undergoing exciting changes and growth, and this role is central to shaping the future. You won't be buried in corporate reporting - instead, you'll be embedded in the business, performing forecasting, modeling, and reporting. This is a hands-on position managing process, not people. If you enjoy being the go-to person for financial insight and want to own the numbers, this is your chance. The position is hybrid, with a healthy work-life balance and a strong emphasis on collaboration. Successful completion of background, drug, and reference checks required! Responsibilities: Lead full P&L forecasting for the region, delivering bi-weekly projections and variance analysis. Drive bi-weekly revenue forecasting to support market leadership and optimize performance. Conduct monthly P&L reviews with market leaders, identifying risks and opportunities. Support month-end close activities, validating revenue and expense accuracy. Build financial proformas for new builds and asset conversions, including IRR and payback modeling. Partner with five General Managers across the market to drive financial outcomes. Collaborate cross-functionally with finance and accounting teams to align on assumptions and reporting. Support financial modeling for small-scale M&A prospects, focused on revenue and cost projections. Own and execute all modeling and analysis as an individual contributor. Assist in the implementation and use of new software package for forecasting and reporting. Translate financial concepts for non-financial stakeholders, earning trust and credibility. Maintain high standards of accuracy, organization, and ownership over market performance. Requirements: Bachelor's degree in Finance or Accounting required. MBA or CPA preferred 5+ years of experience in financial analysis, FP&A, or business finance. Proven experience supporting P&L ownership or business unit leadership. Strong financial modeling skills; exposure to M&A modeling (P&L only) is a plus. Advanced Excel proficiency (assessment required). Familiarity with Tableau, Power BI, Adaptive or similar planning tools. Ability to build strong relationships with cross-functional teams and coach non-financial leaders. Solid understanding of accounting principles and their impact on financial models. Resilience and adaptability when working with diverse personalities. Excellent organizational skills and ability to manage multiple priorities. High attention to detail and pride in financial accuracy. Why You'll Love Working Here: You'll be the financial partner to operational leaders, influencing real decisions and outcomes. The role offers autonomy and visibility, with direct ownership of your market's performance. The company is undergoing exciting transformation, giving you a chance to help shape new processes. You'll collaborate with smart, driven leaders who value your insights and trust your expertise. You'll be part of a lean, agile team where your contributions are recognized and impactful

Compensation: To $175K. Job Overview - Finance Controller - Projects - 33954 This role serves as the financial leader for major strategic projects - including expansions, cost reduction initiatives, market development, and new product launches. The position supports cross-functional project teams with financial modeling, spend tracking, and adherence to internal controls, capital policies, and procedures. The ideal candidate is a strong business partner who is customer-focused, results-oriented, process-driven, and highly collaborative. Key Responsibilities * Lead financial modeling and analysis for large-scale capital and operational projects. * Partner with key stakeholders to support strategic business initiatives and long-term growth objectives. * Support project and program managers with all aspects of project costing, forecasting, and financial controls. * Track and report on project and program capital commitments, providing regular updates to business partners and leadership. * Ensure compliance with local regulations, GAAP accounting standards, and internal policies and procedures. * Manage intercompany transactions, transfers, and capitalizations in alignment with established policies. * Assist in financial and entity setup to support local plant or regional finance teams. * Build and maintain strong business partnerships with teams across operations, engineering, technology, and supply chain. * Perform additional analyses and support special projects as required to advance business and financial objectives. Requirements * Bachelor's degree in Accounting, Finance, or Business Administration. * 5-7 years of relevant experience, ideally within capital, manufacturing, or cost accounting. * Controller-level experience preferred. * Strong understanding of financial controls and capital investment modeling, including cash flow, NPV, IRR, and payback analysis. * Solid accounting and analytical background with the ability to connect financial insights to business impact. * Excellent communication and presentation skills, with comfort interacting at all levels of the organization. Desired Qualifications * Proven experience as a trusted business partner to operations and leadership teams. * Ability to manage multiple priorities and work effectively in a dynamic environment. * Self-starter with strong problem-solving skills and attention to detail. * Culturally aware and effective in a global, cross-functional setting. * Strong written and verbal communication skills. Additional Job Details Workplace Policy: #li-Hybrid Seniority Level: Mid-Senior Level Linked In Poster: #LI-TC1 About our Process * We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in. * Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon. * Candidates for all Sherpa opportunities must be authorized to work in the United States. * Sherpa is an Equal Opportunity Employer.

Hours: 40 Pay Details: $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Finance Job Description: The Senior Treasury Capital Manager develops and executes complex capital management capabilities, strategies and/or structures for balance sheet management purposes. This role contributes to the continuous improvement of all processes, procedures, models, and system designs. Provides technical expertise, general direction, and subject matter expertise to the team. Depth & Scope: * Recognized as top level expert within the company and requires significant in-depth and/or breadth of expertise in their in a complex field and knowledge of broader related areas * Senior specialist providing advisory services to executives, business segment leaders and governs the requirements for own work * Collaborates with Finance, Risk Management, Business Partners, and Regulatory Teams to support capital planning and reporting activities * Conducts capital planning, forecasting, risk identification, or stress testing activities to evaluate capital adequacy and resilience * Delivers insightful analysis and reporting to support internal management and fulfill external regulatory requirements * Identifies, analyzes, and implements RWA and ROE optimization opportunities and strategic initiatives * Leads activities related to balance sheet management including managing capital components, balance sheet strategies, and optimization initiatives to support regulatory and strategic objectives * Provides advice on the interpretation of new and existing regulatory capital rules * Represents the Bank at industry forums and bi-lateral discussions with regulators on capital issues * Identifies and implements process improvements to enhance the efficiency, effectiveness, and automation of capital reporting planning and forecasting functions * Acts as a key point of contact for internal audit, regulatory reporting deliverables, and governance activities related to capital management * Ensures appropriate controls, reconciliations, and governance frameworks are in place for all capital management reports and/or forecasts * Drives continuous improvements to the regulatory reporting and forecasting processes, focusing on timeliness, accuracy, efficiency and automation * Benchmark against industry best practices and evolving regulatory standards to identify and implement capital optimization opportunities * Manages capital distribution, issuance and redemption processes in accordance with regulatory capital requirements and internal governance standards * Maintains capital management policies, including capital adequacy assessment to support internal capital ratio target setting * Monitors compliance with regulatory capital limits and processes, as outlined in relevant capital management policies Education & Experience: * Undergraduate degree or equivalent work experience * 10+ years of experience Preferred Qualifications: * Experienced in working with large datasets * Experienced in working with excel, including VBA * Ability to communicate effectively, synthesizing complex issues to easy-to-understand messages * Ability to develop framework to measure and enhance regulatory capital reporting and calculations * Experience assessing risk weighted assets by product and ability to implement strategies to review quarterly changes * Experience with Alteryx or automation platform a plus but not required Customer Accountabilities: * Understands and implements capital management requirements * Works with the lending groups to review suitability of on-balance assets, and leads projects to enhance systems * Invests the Bank's surplus cash in appropriate money market instruments * Buys options to protect against adverse movements in interest rates * Works closely with both liquidity and capital teams to determine the appropriate funding and capital needs of the Bank and ensures various key regulatory requirements are met. Shareholder Accountabilities: * Adheres to enterprise frameworks or methodologies that relate to activities for the business area * Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate * Ensures respective programs / policies / practices are well managed, meet business needs, complies with internal and external requirements, and aligns with business priorities * Protects the interests of the organization - identifies and manages risks, and escalates non-standard, high risk activities as necessary * Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) * Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations * Conducts internal and external research projects; support the development / delivery of presentations / communications to management or broader audience * Monitors service, productivity and assesses efficiency levels within own function and implement continuous process / performance improvements where opportunities exists * Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements * Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts * Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Employee/Team Accountabilities: * Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest * Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit * Provides mentorship and subject matter expertise to junior and peer team members to enhance technical capabilities, support career development, and strengthen overall team performance * Keeps current on emerging trends / developments and grows knowledge of the business, related tools and techniques * Participates in personal performance management and development activities, including cross training within own team * Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities * Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices * Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships * Contributes to a fair, positive and equitable environment that supports a diverse workforce * Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Occasional * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

JOB GOAL Responsible for performing intermediate clerical and bookkeeping work in examination, analysis, and verification of accounting records in a school setting. Duties are varied and include maintaining bookkeeping control of funds disbursed and received, and preparing financial data required for fiscal management. Essential Duties & Responsibilities * Maintains a complete and systematic set of records of all financial transactions as required by federal, state, and school board rules, regulations, policies, and laws. Reviews and reconciles accounts and budget reports on a monthly basis. Assists in district directed audits of records and accounts. * Assists principal with budget development. * Analyzes, verifies and reconciles school budget reports to maximize the use of funds in compliance with local, state and federal fiscal requirements. * Initiates, prepares, and verifies payment requests, (direct payments, purchase orders, travel requests), reviews for proper documentation, and obtains necessary approvals. * Purchases goods and services for the school using a variety of approved methods. Initiates all purchase orders, obtains quotes for goods and services, obtains necessary approvals, and maintains accurate records of transactions and inventory. * Initiates and reviews school contracts and prepares supporting documentation to ensure compliance with policies and procedures. * Verifies and records cash collections by school staff, including but not limited to field trip, fundraising, and athletic activities. Posts activities on the online payment platform. Issues check payment to field trips vendors, athletic event officials, and other vendors as required. * Manages the school's checking account ensuring bank deposits are made according to policy and prepares monthly reconciliation of the school's checking account. * Prepares sales and use tax reports to process payment of tax. * Initiates, prepares, and processes transactions relating to the school's purchasing card, tracks expenditures, reconciles balances on a monthly basis, and maintains records of all purchases. * Composes reports and records for review as well as financial correspondence for principal's approval and signature. * Maintains accounts payable files for verification of receipt of items. * Prepares and enters invoices; updates customer lists and transactions; prepares journal entries for distribution. * Performs various payroll duties as assigned. * Trains other staff to ensure they are familiar with and able to perform the essential treasurer duties in the absence of the school treasurer. * Answers inquiries from staff and parents pertaining to interpretation of school district's financial policies and procedures. * Performs other related duties as assigned. NOTE: On-site attendance is an essential function of this position. SUPERVISORY RESPONSIBILITY None. MINIMUM REQUIREMENTS Knowledge, Skills & abilities * Considerable knowledge of bookkeeping/accounting practices for cash management, revenue, and expenses * Ability to effectively organize and maintain records * Ability to interpret standard accounting and financial statements * Ability to prepare reports and business correspondence * Ability to maintain confidentiality * Excellent customer service skills with the ability to calmly route concerns to appropriate staff * Ability to learn pertinent district policies and procedures rapidly, apply them in appropriate situations, and explain them to staff, parents, students, and the public * Ability to exercise independent judgment and initiative in completing work assignments and determine when to refer situations to supervisor; * Ability to reason, work, and problem-solve independently in order to carry assignments to completion according to expected timelines while adhering to established policies and procedures * Ability to communicate effectively with a variety of audiences, orally and in writing, including electronic media * Working knowledge of computer programs, including email, word processing, spreadsheets, and databases * Excellent time management skills and ability to organize, prioritize, manage and carry out duties efficiently and within established timeframes * Ability to establish and maintain collaborative working relationships with all stakeholders Education, Training & Experience * Associate's degree in a relevant field * Two years accounting/bookkeeping experience OR * Any equivalent combination of education and experience which provides the required knowledge, skills, and abilities to perform the essential duties and responsibilities of the position Certificates, Licenses & Registrations * Preferred qualifications * Associate degree in business or accounting * Bookkeeping/Accounting experience in a school district or similar environment * Bilingual English/Spanish (fluent verbal and written) skills

About this role: Wells Fargo is seeking a Finance Product Controller (Lead Finance Analyst) supporting the Markets Division. This role is responsible for Product Control supporting Rates, FX, Commodities & CVA. In this role you will: Review the daily Profit & Loss (P&L) - Comprehensive P&L, Buy/Hold (i.e. ‘Clean') P&L, Volcker P&L, Front Office risk-based P&L attribution and provide challenge and analysis Review and approve P&L adjustments across all P&L types - Comprehensive, Clean, Volcker Analyze Volcker metrics to ensure accurate reporting and compliance with the rule Provide high quality commentary on P&L and balance sheet drivers to senior leaders Review large transactions to ensure they are booked and accounted for correctly, and that pricing is reasonable against market standard Provide challenge and subject matter expertise from a Finance standpoint in the New Products approval process Help to research and resolve P&L issues arising from incorrect trade bookings, system errors, and valuation discrepancies Oversee the month-end close process for P&L, including general ledger reconciliations, and substantiation of balance sheet at a detailed level Partner with India Product Control team on all aspects of the Product Control function Ensure compliance with internal guidelines (e.g. COSO controls), and internal and external audit recommendations Develop and improve upon internal controls through critical evaluation of current environment, with the goal of implementing consistent, industry best practices across the enterprise This role will require close partnership with various groups, including Front Office, Middle Office, Compliance, Front Line Control Officers, Independent Price Validation, Market and Credit Risk, and Group Controllers Required Qualifications: 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience working with Capital Markets products (Fixed Income Securities, Derivatives, FX, XVA) Advanced understanding of supporting month end close, Profit & Loss (P&L) and GL reconciliation Advanced written and verbal communication skills Ability to partner with stakeholders and act as a trusted advisor Familiarity with Wells Fargo Securities systems a plus (e.g Calypso, Broadridge, GMI, Opics) Knowledge of MTM, Fair Value Option, FAS133 hedge accounting a plus Advanced desktop programming skills including Access, VBA, Excel, SQL Knowledge of Wells Fargo reporting systems and internal databases (i.e. IRIS, Essbase) Job Expectations: This position offers a hybrid work schedule This position is not eligible for Visa sponsorship This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting End Date: 18 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role: Wells Fargo is seeking a Finance Product Controller (Lead Finance Analyst) supporting the Markets Division. This role is responsible for Product Control supporting Rates, FX, Commodities & CVA. In this role you will: Review the daily Profit & Loss (P&L) - Comprehensive P&L, Buy/Hold (i.e. ‘Clean') P&L, Volcker P&L, Front Office risk-based P&L attribution and provide challenge and analysis Review and approve P&L adjustments across all P&L types - Comprehensive, Clean, Volcker Analyze Volcker metrics to ensure accurate reporting and compliance with the rule Provide high quality commentary on P&L and balance sheet drivers to senior leaders Review large transactions to ensure they are booked and accounted for correctly, and that pricing is reasonable against market standard Provide challenge and subject matter expertise from a Finance standpoint in the New Products approval process Help to research and resolve P&L issues arising from incorrect trade bookings, system errors, and valuation discrepancies Oversee the month-end close process for P&L, including general ledger reconciliations, and substantiation of balance sheet at a detailed level Partner with India Product Control team on all aspects of the Product Control function Ensure compliance with internal guidelines (e.g. COSO controls), and internal and external audit recommendations Develop and improve upon internal controls through critical evaluation of current environment, with the goal of implementing consistent, industry best practices across the enterprise This role will require close partnership with various groups, including Front Office, Middle Office, Compliance, Front Line Control Officers, Independent Price Validation, Market and Credit Risk, and Group Controllers Required Qualifications: 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience working with Capital Markets products (Fixed Income Securities, Derivatives, FX, XVA) Advanced understanding of supporting month end close, Profit & Loss (P&L) and GL reconciliation Advanced written and verbal communication skills Ability to partner with stakeholders and act as a trusted advisor Familiarity with Wells Fargo Securities systems a plus (e.g Calypso, Broadridge, GMI, Opics) Knowledge of MTM, Fair Value Option, FAS133 hedge accounting a plus Advanced desktop programming skills including Access, VBA, Excel, SQL Knowledge of Wells Fargo reporting systems and internal databases (i.e. IRIS, Essbase) Job Expectations: This position offers a hybrid work schedule This position is not eligible for Visa sponsorship This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting End Date: 18 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Description Salary: $75,000 - $80,000 Other Forms of Compensation: yearly bonus Krafted Kitchen Collection, a proud member of the Compass Group family, is where culinary innovation meets elevated experiences. Our curated suite of branded solutions is designed to stand alone or seamlessly complement existing food services, enhancing workplaces, hospitals, senior living communities, academic institutions, and cultural centers. At Krafted, we're not just serving food-we're creating environments that drive productivity and build community. Our strength lies in our people-go-getters backed by bold creativity, deep industry knowledge, and a healthy dose of “let's do this.” With a portfolio that includes both fully-owned brands and exclusive strategic partners, we deliver one-of-a-kind dining solutions with precision and personality. Our portfolio includes: Foodworks: A local-first dining platform that partners with independent restaurants to bring authentic, diverse flavors to onsite dining, creating community through food. Catering By Design: A luxury, full-service catering and event design company that meticulously curates every detail-from menu to décor-to deliver unforgettable events. Virtual Café: A tech-enabled dining solution offering customizable, kitchen-free food experiences, ideal for modern, flexible work environments. EAT Club: A personalized lunch delivery service that brings individually packaged meals to the workplace, combining variety, quality, and convenience. Join us at Krafted Kitchen Collection, where your creativity and fresh perspective will be the driving force that propels us to new heights. Let's craft something extraordinary together. Job Summary Krafted Kitchen Krafted Kitchen delivers innovative food service solutions designed for evolving workplaces. Whether offered as a standalone concept or as a complement to existing services, our hospitality-driven brands adapt to changing business needs while maintaining the highest standards of culinary and service excellence. Job Summary This role partners with divisions across the Krafted Kitchen sector to oversee essential financial processes, ensuring accuracy, consistency, and actionable insights that drive operational and financial success. Responsibilities Review, reconciliation, track and maintain monthly P/L and balance sheet activity Analyze financial results for both internal and external use Develop forecasts and budgets, identifying risks and opportunities Complete financial reports: monthly, quarterly, and annual reports, including but not limited to monthly and fiscal close, internal, and external audit reporting; manages report preparation and distribution Maintain inventory and cost control procedures Prepare and oversee monthly invoices, monitor, and follow up on accounts receivables, and complete sector-specific vendor maintenance tasks. Work with field operators to provide training, guidance, and assistance as needed. Collaborate with leadership to identify, implement, and optimize process automation. Perform related duties and special projects as assigned Qualifications Bachelor's degree required; Finance, Accounting, or Business preferred A minimum of two years' experience with revenue control and financial reporting Accounting experience in foodservice or retail industry preferred, foodservice operations experience a plus Ability to prepare monthly financial statements, key metric reports, budgets, forecasts, cash flow projections and analyses Adept at planning, organizing, and controlling complex processes as well as analyzing moderately complex financial information Experience with POS, cash, and credit card reports Advanced proficiency in Excel; experience with Power BI a plus Strong analytical and problem-solving skills with a high level of accuracy Demonstrated ability to independently manage multiple priorities in a fast-paced, dynamic environment Familiarity with SAP, Hyperion/Essbase, PowerPoint and Looker preferred Collaborative team player with excellent interpersonal skills and a professional attitude Exceptional written and verbal communication skills Conformity to the highest standards of personal integrity and ethical behavior Apply to Krafted Kitchen Collection today! Krafted Kitchen Collection is a division of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Applications are accepted on an ongoing basis. Associates at Krafted Kitchen Collection are offered many fantastic benefits. Medical Dental Vision Life Insurance/ AD Disability Insurance Retirement Plan Paid Time Off Paid Parental Leave Holiday Time Off (varies by site/state) Personal Leave Associate Shopping Program Health and Wellness Programs Discount Marketplace Identity Theft Protection Pet Insurance Commuter Benefits Employee Assistance Program Flexible Spending Accounts (FSAs) Krafted Kitchen Collection maintains a drug-free workplace. Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information.

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement. Essential Job Functions: Support the monthly close process, including preparing financial statements & analysis for management Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model Create internal and external-facing presentations to convey financial insights effectively Perform cash flow analysis, monthly budget reviews and variance analysis Track expenses and process invoices, ensuring accuracy and timely approvals Collaborate with cross-functional teams to gather inputs and validate financial data for reporting Identify opportunities for automation and implement technology-driven solutions to improve efficiency Maintain and enhance financial models and reporting tools Work directly with leadership to support ad hoc analysis and special projects as needed Education and/or Work Experience Requirements: Bachelor's degree in Accounting, Finance, or a related field 2-4 years of relevant experience; Big 4 public accounting experience is a plus Strong understanding of financial statements and accounting principles High proficiency in Microsoft Office, specifically Excel and PowerPoint Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus Excellent communication and organizational skills Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment Required Knowledge, Skills, and Abilities: Curious and solutions-oriented mindset Strong attention to detail and commitment to accuracy Excellent written/verbal communication and interpersonal skills #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Compensation: To $175K. Job Overview - Finance Controller Manufacturing Business Partner - 33906 We're looking for a Finance Controller who will provide financial support to our client's product line leaders and serve as a proactive business partner by advising and making recommendations that drive strategic and financial performance. A strong understanding of financial statements, cost accounting, and financial modeling is essential. The role is an active member of a cross-functional business team focused on decision-making and strategy execution. Key Responsibilities * Serve as a strategic finance partner to business leaders by collaborating with operations and commercial teams to develop a deep understanding of business strategy, goals, and performance drivers. * Own the full profit and loss (P&L) management for assigned product lines, including consolidating commercial and manufacturing forecasts into comprehensive P&L statements and ensuring adequate capacity for both short- and long-term plans. * Analyze profitability by product, region, and customer, identifying trends and highlighting areas where performance does not meet expectations. * Design and implement financial and analytical processes-such as forecasting, budgeting, and reporting-that enhance accuracy, cycle time, and decision-making. * Work cross-functionally to create consistent, timely, and meaningful financial reports within existing system capabilities. * Ensure accurate and timely analysis and reporting of forecasts and results to business and division leadership. Monitor variances and provide insights and recommendations to address discrepancies. * Lead process improvement and reporting initiatives, and manage the overall budgeting process with a strong understanding of financial statements and systems. * Support strategic initiatives such as capacity planning, business restructuring, and expansion programs. * Participate in cross-functional planning teams to develop performance scorecards and support short- and long-term business planning cycles. Requirements * Bachelor's degree in Finance, Accounting, or a related technical discipline * 5-7 years of progressive finance and leadership experience; FP&A or operations finance experience preferred * Experience in a manufacturing or production environment * Strong analytical, financial modeling, and problem-solving skills * Proven ability to build and maintain effective business partnerships with key stakeholders * Advanced proficiency in Microsoft Excel and other Microsoft Office tools * Experience leading process improvement initiatives and developing implementation procedures * Strong communication and presentation skills with the ability to influence business leaders and facilitate decision-making * Ability to provide creative financial solutions and challenge assumptions constructively Preferred Qualifications * MBA or CPA designation * Strong understanding of business operations, markets, and strategic planning * Experience with ERP and financial reporting tools (e.g., SAP, Power BI) * Ability to thrive in both matrixed and independent work environments * Proven capacity to manage multiple priorities and adapt to a fast-paced, evolving business environment * Global mindset and sensitivity to diverse perspectives Additional Job Details Workplace Policy: #li-Hybrid Seniority Level: Mid-Senior Level Linked In Poster: #LI-TC1 About our Process * We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in. * Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon. * Candidates for all Sherpa opportunities must be authorized to work in the United States. * Sherpa is an Equal Opportunity Employer.

Hours: 40 Pay Details: $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Finance Job Description: Depth & Scope: * Recognized as top level expert within the company and requires significant in-depth and/or breadth of expertise in their in a complex field and knowledge of broader related areas * Senior specialist providing advisory services to executives, business segment leaders and governs the requirements for own work * Collaborates with Finance, Risk Management, Business Partners, and Regulatory Teams to support capital planning and reporting activities * Conducts capital planning, forecasting, risk identification, or stress testing activities to evaluate capital adequacy and resilience * Delivers insightful analysis and reporting to support internal management and fulfill external regulatory requirements * Identifies, analyzes, and implements RWA and ROE optimization opportunities and strategic initiatives * Leads activities related to balance sheet management including managing capital components, balance sheet strategies, and optimization initiatives to support regulatory and strategic objectives * Provides advice on the interpretation of new and existing regulatory capital rules * Represents the Bank at industry forums and bi-lateral discussions with regulators on capital issues * Identifies and implements process improvements to enhance the efficiency, effectiveness, and automation of capital reporting planning and forecasting functions * Acts as a key point of contact for internal audit, regulatory reporting deliverables, and governance activities related to capital management * Ensures appropriate controls, reconciliations, and governance frameworks are in place for all capital management reports and/or forecasts * Drives continuous improvements to the regulatory reporting and forecasting processes, focusing on timeliness, accuracy, efficiency and automation * Benchmark against industry best practices and evolving regulatory standards to identify and implement capital optimization opportunities * Manages capital distribution, issuance and redemption processes in accordance with regulatory capital requirements and internal governance standards * Maintains capital management policies, including capital adequacy assessment to support internal capital ratio target setting * Monitors compliance with regulatory capital limits and processes, as outlined in relevant capital management policies Education & Experience: * Undergraduate degree or equivalent work experience * 10+ years of experience Preferred: * Ability to Collaborate with other departments, such as finance, risk management, and business units to ensure alignment on capital planning, forecasting and stress testing activities * Experience Conducting thorough capital planning and forecasting analysis * Ability to identify and implement process improvements to enhance the efficiency and effectiveness of the capital planning and forecasting function * Automation platform experience * Ability to develop framework to measure and enhance regulatory capital reporting and calculations Customer Accountabilities: * Understands and implements capital management requirements * Works with the lending groups to review suitability of on-balance assets, and leads projects to enhance systems * Invests the Bank's surplus cash in appropriate money market instruments * Buys options to protect against adverse movements in interest rates * Works closely with both liquidity and capital teams to determine the appropriate funding and capital needs of the Bank and ensures various key regulatory requirements are met. Shareholder Accountabilities: * Adheres to enterprise frameworks or methodologies that relate to activities for the business area * Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate * Ensures respective programs / policies / practices are well managed, meet business needs, complies with internal and external requirements, and aligns with business priorities * Protects the interests of the organization - identifies and manages risks, and escalates non-standard, high risk activities as necessary * Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) * Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations * Conducts internal and external research projects; support the development / delivery of presentations / communications to management or broader audience * Monitors service, productivity and assesses efficiency levels within own function and implement continuous process / performance improvements where opportunities exists * Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements * Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts * Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Employee/Team Accountabilities: * Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest * Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit * Provides mentorship and subject matter expertise to junior and peer team members to enhance technical capabilities, support career development, and strengthen overall team performance * Keeps current on emerging trends / developments and grows knowledge of the business, related tools and techniques * Participates in personal performance management and development activities, including cross training within own team * Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities * Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices * Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships * Contributes to a fair, positive and equitable environment that supports a diverse workforce * Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Occasional * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

JOB GOAL Responsible for performing intermediate clerical and bookkeeping work in examination, analysis, and verification of accounting records in a school setting. Duties are varied and include maintaining bookkeeping control of funds disbursed and received, and preparing financial data required for fiscal management. Essential Duties & Responsibilities * Maintains a complete and systematic set of records of all financial transactions as required by federal, state, and school board rules, regulations, policies, and laws. Reviews and reconciles accounts and budget reports on a monthly basis. Assists in district directed audits of records and accounts. * Assists principal with budget development. * Analyzes, verifies and reconciles school budget reports to maximize the use of funds in compliance with local, state and federal fiscal requirements. * Initiates, prepares, and verifies payment requests, (direct payments, purchase orders, travel requests), reviews for proper documentation, and obtains necessary approvals. * Purchases goods and services for the school using a variety of approved methods. Initiates all purchase orders, obtains quotes for goods and services, obtains necessary approvals, and maintains accurate records of transactions and inventory. * Initiates and reviews school contracts and prepares supporting documentation to ensure compliance with policies and procedures. * Verifies and records cash collections by school staff, including but not limited to field trip, fundraising, and athletic activities. Posts activities on the online payment platform. Issues check payment to field trips vendors, athletic event officials, and other vendors as required. * Manages the school's checking account ensuring bank deposits are made according to policy and prepares monthly reconciliation of the school's checking account. * Prepares sales and use tax reports to process payment of tax. * Initiates, prepares, and processes transactions relating to the school's purchasing card, tracks expenditures, reconciles balances on a monthly basis, and maintains records of all purchases. * Composes reports and records for review as well as financial correspondence for principal's approval and signature. * Maintains accounts payable files for verification of receipt of items. * Prepares and enters invoices; updates customer lists and transactions; prepares journal entries for distribution. * Performs various payroll duties as assigned. * Trains other staff to ensure they are familiar with and able to perform the essential treasurer duties in the absence of the school treasurer. * Answers inquiries from staff and parents pertaining to interpretation of school district's financial policies and procedures. * Performs other related duties as assigned. NOTE: On-site attendance is an essential function of this position. SUPERVISORY RESPONSIBILITY None. MINIMUM REQUIREMENTS Knowledge, Skills & abilities * Considerable knowledge of bookkeeping/accounting practices for cash management, revenue, and expenses * Ability to effectively organize and maintain records * Ability to interpret standard accounting and financial statements * Ability to prepare reports and business correspondence * Ability to maintain confidentiality * Excellent customer service skills with the ability to calmly route concerns to appropriate staff * Ability to learn pertinent district policies and procedures rapidly, apply them in appropriate situations, and explain them to staff, parents, students, and the public * Ability to exercise independent judgment and initiative in completing work assignments and determine when to refer situations to supervisor; * Ability to reason, work, and problem-solve independently in order to carry assignments to completion according to expected timelines while adhering to established policies and procedures * Ability to communicate effectively with a variety of audiences, orally and in writing, including electronic media * Working knowledge of computer programs, including email, word processing, spreadsheets, and databases * Excellent time management skills and ability to organize, prioritize, manage and carry out duties efficiently and within established timeframes * Ability to establish and maintain collaborative working relationships with all stakeholders Education, Training & Experience * Associate's degree in a relevant field * Two years accounting/bookkeeping experience OR * Any equivalent combination of education and experience which provides the required knowledge, skills, and abilities to perform the essential duties and responsibilities of the position Certificates, Licenses & Registrations * Preferred qualifications * Associate degree in business or accounting * Bookkeeping/Accounting experience in a school district or similar environment * Bilingual English/Spanish (fluent verbal and written) skills