Industry: Specialty Construction, Development & Real Estate
**Important:
Only candidates currently located in Connecticut will be considered for this on-site role.
About the Role
A Connecticut-based specialty construction and development firm is seeking a CFO / COO to serve as a strategic financial and operational leader across a diversified group of businesses. This role oversees all financial functions while partnering closely with the CEO, executive leadership, and administrative teams to guide growth, capital strategy, and long-term planning. The ideal candidate is hands-on and comfortable balancing high-level strategy with day-to-day execution.
Company Overview
The organization provides self-performing specialty contracting services for residential, commercial, and industrial clients, supported by ancillary retail operations. Affiliates include custom home building as well as single-family, multifamily, and light commercial real estate development.
Key Responsibilities
Lead financial planning, budgeting, forecasting, and cash flow management
Oversee monthly financial reporting (P&L, balance sheet, cash flow)
Drive revenue growth, margin expansion, and cost control initiatives
Lead capital raising, treasury, investor relations, and lender relationships
Manage risk, insurance, and financial controls
Coordinate with outside accounting and tax firms
Partner with operations and administrative leadership to align strategy and execution
Oversee or coordinate legal, HR, IT, certifications, and operational systems
Qualifications
Bachelor's degree in Finance, Accounting, or related field (CPA and/or MBA preferred)
8+ years of progressive financial leadership experience
Strong preference for experience in construction, development, or related industries
Deep knowledge of GAAP, financial forecasting, budgeting, and cost accounting
Proven leadership, communication, and team-building skills
Entrepreneurial mindset with the ability to operate in a fast-moving environment
Must currently reside in Connecticut and be available for on-site work
Compensation & Opportunity
Executive-level leadership role with meaningful influence on company direction. Incentive-based compensation with flexibility for the right candidate; base salary positioned below large-corporate levels.
**Note:
Due to the expected volume of qualified applicants, only candidates selected for next steps will be contacted. We appreciate your interest.
$145k-246k yearly est. 1d ago
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Strategic Finance Leader - Nonprofit Health Services
Community Mental Health Affiliates, Inc. 3.9
Finance manager job in New Britain, CT
A nonprofit behavioral health organization in Connecticut is seeking a Chief Financial Officer to lead financial services, overseeing budget management and ensuring compliance with regulations. The successful candidate will have a Bachelor's degree in Accounting or Finance, extensive experience in financialmanagement, and strategic leadership skills. Competitive compensation starts at $167,500 annually with comprehensive benefits. This role involves a commitment to enhancing the organization's financial health and operational efficiency.
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$167.5k yearly 4d ago
Head of Audit and Risk
Skatelescope
Finance manager job in Cheshire, CT
This is an excellent opportunity for someone with strong leadership experience in the following areas:
Lead Risk Management efforts in the Observatory
Lead Internal Audit activities
Lead investigations as directed by the Director-General or the Director of Assurance
Undertake projects providing assurance in various areas as directed by the Director of Assurance.
Advocate for the Assurance function in research infrastructures (RIs)
Deputise the role of the Director of Assurance where necessary and appropriate.
The purpose of the role is critical to core Assurance functions, protecting the Observatory from risks. The Head of Audit and Risk will report to the Director of Assurance and will work with all members of the Executive Group and others internally and externally at a senior level.
This role will be based at the SKAO Global Headquarters at the iconic Jodrell Bank Observatory, Cheshire, UK.
SKAO is committed to providing an inclusive and flexible working environment, meeting the requests of our Colleagues whilst also fulfilling the needs and objectives of the Observatory.
This role requires the post holder to work across different time zones and, in line with SKAO policy, flexible working hours will be supported in agreement with the line manager.
Responsibilities 1. Lead Risk Management efforts in the Observatory in respect of:
Observatory wide risk management policy and process
Expert support of risk identification and analysis at Observatory level
Independently identify risks to the Observatory, evaluate them and facilitate their management, advising as necessary
Strategic approaches to the mitigation of risk at Observatory level, advising the Executive Group on options
Structuring and Drafting of Risk Appetite Statements and conducting regular reviews
The preparation and delivery of reports on high-level risks to Finance Committee and Council
Monitor the Observatory's high-level decision-making processes and advise the Director of Assurance on any risks arising
2. Lead Internal Audit activities in respect of:
The delivery of a proposal for the elements of the audit cycle together with the Director of Assurance and the Executive Group
Use expertise to procure Internal Audit services
Manage the internal audit contract including the management of changes
Facilitate the field work of the Internal Auditors
Monitor and facilitate the prioritized fulfilment of action items arising from findings, working with Directors and Heads
Identify and initiate in-house audits where there is potential for unmanaged risk in any part of the business
3. Lead investigations as directed by the Director-General or the Director of Assurance, into:
Failures of process or conduct highlighted by an internal or in-house audit
Incidents occurring through unidentified or inadequately managed risks
Failures brought to the attention of Assurance by any other means
4. Undertake projects providing assurance in areas of sustainability, corporate responsibility, business ethics, staff security, Observatory resilience, industry relations and others as directed by the Director of Assurance. The projects would include the management of risks identified through in-house audits and not allocatable to other parts of the business.
The projects would include the management of risks identified through in-house audits and not allocatable to other parts of the business.
5. Advocate for the Assurance function in research infrastructures (RIs), peer with colleagues in other RIs and represent the Observatory at major events where quality and assurance in international RIs are discussed. Take a leading role in the development of Assurance in RIs globally. 6. Deputise the role of the Director of Assurance where necessary and appropriate. Qualifications
Qualifications in business administration, risk management or engineering project management
Substantial experience in the management of major construction projects (civils, environmental, energy, resources, etc) at senior level
Substantial experience in developing and implementing risk management policies, processes and risk appetite statements
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$110k-177k yearly est. 2d ago
Global VP, Corporate Controller & Finance Leader
Beacon Roofing Supply, Inc. 4.4
Finance manager job in Greenwich, CT
A leading roofing supply company is seeking an experienced Financial Reporting and Accounting Leader to oversee corporate accounting and financial reporting. The ideal candidate will have a CPA and significant experience in M&A, along with over 12 years in accounting leadership roles. This position requires strong international accounting operations knowledge and the ability to lead cross-functional teams in a dynamic environment. The salary range is competitive, reflecting the responsibility and expertise required.
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$150k-205k yearly est. 1d ago
Senior Risk Manager (USA)
Trexquant Investment 4.0
Finance manager job in Stamford, CT
We are looking for an experienced Portfolio Risk Specialist to lead and grow the Risk Management Team at Trexquant. In this role, you will be responsible for enhancing our risk management platform, developing key metrics for risk analysis, and proposing and implementing risk mitigation tactics and processes as the notional footprint and number of asset classes in our quantitative portfolio continue to grow.
Responsibilities
Oversee and analyze risk factor exposures and trends across company portfolios in global markets
Develop and manage automated risk models across all traded asset classes, including equities, credit, options, and futures, as well as at the portfolio level
Design stress-test experiments and present results to senior research team members to broaden our risk considerations across various markets
Partner with the Strategy, Execution, and Capital Allocation teams to develop and implement enhanced risk policies and ensure optimal risk management
Collaborate with providers on macro market risk considerations, efficient margin policies, and counterparty exposure
Present risk metrics and escalations to senior management and the investment committee to support timely decisions on shifting risk dynamics
Bachelor's, Master's, or Ph.D. degree in Mathematics, Statistical Modeling, Computer Science, or another related STEM field
5+ years of experience in portfolio risk management, with exposure to cross-asset portfolios
Prior experience at a quantitative hedge fund, bank, or multi-manager platform (preferred)
Strong quantitative skills with exceptional attention to detail
Proficiency in Python
Benefits
Competitive salary plus bonus based on individual and company performance
Collaborative, Casual, and friendly work environment
PPO Health, dental and vision insurance premiums fully covered for you and your dependents
Pre-tax commuter benefits
Weekly company meals
Trexquant is an Equal Opportunity Employer
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$111k-157k yearly est. 2d ago
Senior Audit Manager: Lead Engagements & Client Impact
Uhy LLP 4.7
Finance manager job in Melville, NY
A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment.
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$150k-210k yearly 3d ago
Financial Planning Analyst
Direct Wines, Inc.
Finance manager job in Norwalk, CT
FP&A Analyst
Finance
Full-Time (Hybrid)
Norwalk, CT, US
We're seeking a naturally curious FP&A Analyst who is comfortable with numbers and excited to develop foundational skills in FP&A. In this role, the candidate will have opportunities to grow, contribute to meaningful work, and gain real insight into how strategic decisions are made.
FP&A sits at the center of the business, helping teams make informed decisions and ensuring consistent financial insight across the organization. This role is a great opportunity for an early-career professional who is eager to learn how a business operates and wants hands-on experience with forecasting, financial modeling, and reporting.
You will join a small, supportive team that develops reporting tools, such as Power BI dashboards, to help departments across the company. In this role, you'll quickly gain exposure to commercial teams as you learn to analyze large datasets, create reports, and support key decision-making processes.
PRIMARY RESPONSIBILITIES
Support the reporting of financial and operating metrics (sales, margin, customer data) and help explain performance trends
Assist in analyzing results against budget and identifying potential risks or opportunities
Work with teams across the business to provide regular and ad hoc forecasts
Help produce quarterly royalty statements for external partners
Provide analytical support to Marketing, including campaign and subscription performance analysis
Work closely with Finance team members on management accounts and reporting
Assist with marketing-related accruals
Partner with the Data team to support the development of Power BI dashboards and reporting tools
Assist in preparing annual budgets, reforecasts, and long-range planning models
Help translate data into meaningful insights for business partners
Provide support with brand partner proposals as needed
Complete ad hoc analysis and reporting assignments
EDUCATION
2-4 years of experience in FP&A, Finance, or another analytical role
High School Diploma (required)
EXPERIENCE & KNOWLEDGE
Strong Excel skills (required)
Experience with financial analysis (required)
Experience with financial modeling (a plus)
Strong numerical skills and comfort working with data
Proven track record of work ownership
Detail-oriented with accountability to deadlines
QUALITIES
Willingness to learn complex financial concepts
Curious mindset and interest in understanding how numbers connect to business performance
Self-motivated with eagerness to grow
Well-organized and able to manage multiple tasks
Strong communication skills and ability to work collaboratively across cross-functional teams
Interest in wine is a bonus-not a requirement
Team-oriented approach and willingness to learn from others
BENEFITS
Full-time employees receive a complete benefits package, including:
401(k) with employer match
Medical, Dental, and Vision benefits
Company-paid Life and Disability Insurance
Flexible Time Off
Employee wine discounts and special offers
Company-paid WSET Certification
Ongoing personal and professional development
OUR COMPANY
Direct Wines, Inc. is a dynamic, innovative, wine-loving company that helps consumers across the U.S. discover exciting wines that are perfectly suited to their tastes - all with the convenience of home delivery. We are proud to provide a highly personalized wine service in partnership with licensed retailers
Laithwaites
and
The Wall Street Journal
- and we are passionate about consumer satisfaction.
As the leading Third Party Provider in the alcohol beverage industry, Direct Wines, Inc. provides professional services to licensed wine retailers across the US. These include access to national brands, marketing planning, and execution, logistics support for distribution management and customer service. We offer scalability and economies that individual, state-licensed retailers would struggle to deliver on their own. It is also the role of Direct Wines Inc. to ensure compliance in the highly regulated alcohol beverage industry.
Our Company is an equal opportunity employer committed to recognizing and expanding diversity in our work and our outreach to vendors and consumers. We prohibit discrimination against any applicant, employee or business partner based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service-member status or any other status protected by federal, state or local law.
$64k-90k yearly est. 5d ago
Tax Senior Manager - Business Tax Advisory
Hill, Barth & King LLC 3.9
Finance manager job in Melville, NY
Job Category: Management
Posted : October 24, 2025
Full-Time
Hybrid
48 S Service Rd Melville, NY 11747, USA
Holmdel 101 Crawfords Corner Rd Suite 2216
Holmdel, NJ 07733, USA
Tax Senior Manager - Business Tax Advisory
Salary Range: $125,000 - $200,000
HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Tax Senior Manager - Business Tax Advisory.
DESCRIPTION:
Business Tax Advisory functions as a national tax office for HBK providing industry-leading consulting, tax planning, and continuing education services for the entire firm. HBK's BTA members are seasoned tax professionals with deep experience in consulting with business owners, families, and other organizations to minimize taxes while always focusing on meeting client objectives.
QUALIFICATIONS
One of the following is a must: Juris Doctor with a focus in Taxation, an LL.M. in Taxation, Master's in taxation, or similar degree and CPA
Will possess excellent research and writing ability
Excellent verbal communication and presentation skills
7+ years of Business Tax Returns (1120, 1120S, 1065)
Career focus on flow-through taxation
Can interact with all levels of team members and clients
RESPONSIBILITIES
Identify and Implement Planning Opportunities
Business Tax Advisory Reviews of Tax Compliance and Planning Memos
Author Topical Articles on Planning Opportunities
Ensure complete client and team satisfaction through open communication, managing deadlines and proactively sharing tax savings strategies
Work closely with Partners, Directors, Senior Managers and staff on client management and professional development
Keep abreast of any legislative or professional changes, and consulting with clients on potential implication
Display continual commitment to the Firm's Culture and Values and Client Service Principles
Demonstrate a level of communication skills, intuitive skills and resourcefulness that encourages others to follow and develop the same skills
Train and develop fellow HBK team members on your area of expertise
BENEFITS WE OFFER:
Competitive Compensation
Lucrative New Business & Employee Referral Bonuses
Anniversary Bonus
Open Paid-time-off policy
We provide a flexible work environment to offer work/life balance
401(k) plan with company match and profit sharing
Medical, dental, and vision insurance
Company Paid Life Insurance
Affordable Short- & Long-Term Disability Insurance
Affordable Accidental and Critical Illness Insurance
9 Paid holidays
Disability Insurance
Tuition Reimbursement
Annual Performance Reviews
And Much More…
HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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$125k-200k yearly 4d ago
Financial Analyst
The Lane Construction Corporation 3.9
Finance manager job in Cheshire, CT
Lane Construction is one of America's leading construction companies, specializing in large, complex civil infrastructure. For 135 years, it has contributed to the development of the country's transportation systems including the Interstate Highway System and a vast network of roads, bridges, airports, metros, and railways. Lane specializes in mobility, tunneling, and water resources to address sustainable development and climate change adaptation challenges.
Responsibilities
Corporate Finance Analyst:
Compiles components of the Company's monthly projections and analyzes forecast data provided by operations or corporate departments for reasonableness.
Reviews and analyzes corporate overhead costs in comparison to budget.
Assists with various tasks involving cash flow models and developing/tracking company metrics.
Assists with various construction contract accounting tasks.
Assists with ad-hoc projects and presentations for management and others.
Project Finance Analyst:
Supports project management team in interpreting financial data and project financial health on a monthly and/or weekly basis.
Ensures timely and accurate reporting of financial information for project(s) to Corporate Finance which includes reporting actual data and look-ahead forecasts.
Works with various functions at the project site, including operations, cost control, and administration to ensure transactions are processed timely and accurately.
Reviews the account entries for subcontractor costs and payments.
Monitors project cash flow and authorizes vendor payments.
Ensures systems and processes at the project level are in line with Company standard procedures.
Shared Responsibilities:
Supports bi-annual budget/forecast process for project(s) by preparing compiling income statement, balance sheet, and cash flow information, and analyzing data provided for reasonableness.
Prepare monthly internal reports for various levels of management
Performs other duties as assigned.
Requirements
Bachelor's Degree
2 years of experience in accounting/finance or equivalent
Lane Construction offers a comprehensive benefits package with an excellent opportunity to grow and be part of one of the most respected names in the construction industry. Lane is an Equal Opportunity Employer.
$65k-90k yearly est. 2d ago
Pest Control Branch Manager
JP McHale Pest Management 3.8
Finance manager job in Oakdale, NY
Pest Control Branch Manager (All Locations)
Hudson Valley
Long Island
Fairfield County Connecticut
Reports to: VP of Operations
Pay: $80,000 - $100,000 annual DOE and Location
Position Overview
The Branch Manager is responsible for leading all aspects of Sales and Services for their assigned location.
The Branch Manager is accountable for all facets of the operation to include team leadership, staffing, training and development, customer satisfaction and retention, service delivery, operational efficiency, and new business development.
Organizational Relationships:
The Branch Manager reports to the Vice President, Operations. Reporting to the Branch Manager are Field Supervisors and through them, Pest Control Technicians.
Duties/Responsibilities:
Managing branch P&L - monitoring financial performance and expenses, driving growth, ensuring revenue and profit plans are achieved.
Manage branch for achievement of Key Performance Indicators (KPI) to include Revenue, EBITA, and Customer NPS Survey Scores. Additional targeted metrics include customer retention, portfolio value, technician utilization and efficiency, employee turnover and technician accident rate.
Directly managing the branch field supervisors, and through them, the field technicians.
Oversees Service operations along with the Field Supervisor.
Recruit, interview, hire and train branch staff.
Monitoring regulatory compliance, quality control standards and ensure safety.
Partner with sales staff on sales plans and forecasts associated with their branch.
Ensures alignment with the company business model and guidelines, including implementing company programs and initiatives.
Lead, motivate and manage team members to deliver exceptional service for our customers.
Resolve customer complaints and issues promptly and professionally to ensure customer satisfaction.
Responsible for the employee performance review process to include evaluation of staff performance. Makes recommendations and administers corrective actions consistent with company policy.
Prepare and conduct team meetings.
Occasional travel to other branches and corporate office Locations.
Experience, Education, and Skills Required
Education: Bachelor's degree in business administration, or a related field required.
Experience: 5 + years' experience managing a portfolio of business with Profit & loss ownership and experience leading a team.
Background in in Pest Control, Termite, and/or Wildlife control a plus.
Proficient in Microsoft Office Products (Word, Excel, PowerPoint, etc.)
PestPac experience a plus.
Good problem-solving, critical thinking and decision-making skills.
Exceptional organization, time management and multitasking abilities.
Keen attention to detail.
Exceptional interpersonal, customer service, problem-solving, as well as verbal and written communication skills.
Why work for JP McHale Pest Management?
We offer:
HEALTH BENEFITS
Medical, dental and vision coverage
Company-paid life insurance
Company-paid short-term disability
Optional supplemental benefits
Enrollment eligibility begins first of the month following date of hire
FINANCIAL ASSURANCE
401(k) plan with company match
Weekly pay
Convenient direct paycheck deposit
Team Member reward and recognition program
AND MORE
Eight (8) paid holidays
Paid Time Off
Team Member referral bonuses
Opportunities to participate in community events
At Anticimex, we are driven by our Purpose: To Prevent and Protect. Join us in transforming the world into a healthier, safer place through innovative and sustainable pest control solutions!
**Equal Opportunity Employer**
** We are an equal opportunity (M/F/V/D) employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law. **
$80k-100k yearly 5d ago
Employee Benefits Underwriter/Financial Analyst
Martin Grant Associates, Inc.
Finance manager job in Syosset, NY
A well-established and rapidly growing insurance brokerage is seeking an Employee Benefits Underwriter / Financial Analyst to support the analysis and placement of group medical, dental, life, and ancillary coverages. This role is ideal for someone with a strong analytical background who thrives in a collaborative and fast-paced client service environment.
Prior experience in employee benefits underwriting or analytics is preferred.
The Job:
Analyze client healthcare and benefits plan performance data
Conduct plan modeling and forecasting to support client renewals and marketing
Build and evaluate financial exhibits and benchmark reports for employer groups
Assist in developing alternative funding strategies and plan design recommendations
Prepare and present client-ready deliverables, including renewal strategies and market comparisons
Collaborate with account managers, producers, and carrier partners to meet client needs
The Company:
National Scope: A top-tier brokerage platform with expansive market access and in-house expertise
Client-Centered Mission: Known for delivering tailored solutions and long-term client relationships
Growth & Development: Opportunities to expand your knowledge, gain exposure to diverse markets, and grow your career
Entrepreneurial Spirit: Fast-paced, acquisition-driven environment where innovation is encouraged
Comprehensive Benefits: Competitive salary, full benefits package, and advancement potential within a rapidly scaling firm
If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.
$66k-103k yearly est. 5d ago
Japanese Business Network - Private Tax Senior Manager
Price Waterhouse Coopers 4.5
Finance manager job in Melville, NY
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non‑compliance.
Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escape. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm.
Example Skills, Knowledge, and Experience
Craft and convey clear, impactful and engaging messages that tell a holistic story.
Apply systems thinking to identify underlying problems and/or opportunities.
Validate outcomes with clients, share alternative perspectives, and act on client feedback.
Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.
Deepen and evolve your expertise with a focus on staying relevant.
Initiate open and honest coaching conversations at all levels.
Make difficult decisions and take action to resolve issues hindering team effectiveness.
Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the PwC Private team you are expected to lead the way as tax advisors dedicated to innovation, providing our clients with the right skills and technology to problem solve and deliver sustained outcomes. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level and drive overall project success, leveraging your influence, specialized knowledge, and network to deliver quality results.
Responsibilities
Leading large projects and innovating processes for operational excellence
Interacting with clients at a senior level to drive project success
Leveraging influence, knowledge, and network to deliver quality results
Providing clients with the right skills and technology
Confirming alignment with organizational goals and objectives
Applying strategic advising to enhance project outcomes
Promoting a culture of continuous improvement and excellence
Developing and mentoring top-performing teams
What You Must Have
Bachelor's Degree in Accounting
6 years of experience
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
Required to be able to speak, read and write Japanese
What Sets You Apart
Proven ability to identify and address client needs
Experience in building and utilizing client relationships
Proven communication skills to articulate benefits
Proficiency in managing resource requirements and project workflow
Experience in supervising teams to foster trust
Proven ability to provide timely feedback to staff
Demonstrated leadership as a business advisor
Experience in innovating through new technologies
Proficiency in using digitization tools
The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.
Equal Opportunity Employment
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
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$81k-113k yearly est. 4d ago
Risk Manager - Loss Control Specialist
Brown & Brown 4.6
Finance manager job in Somers, NY
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. We are seeking a Risk Manager Loss Control Specialist to join our Commercial Lines team in Somers, NY! T his will start as in-office with the ability for hybrid.
This individual will act as the main point of contact for renewal strategy and client contacts, in our large accounts division. We will rely on you to communicate clients' needs to customer service representatives as well as reporting needs to Producers. You will have the exciting opportunity to manage and retain an existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth.
WHAT YOU'LL DO:
Work closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients.
Spend approximately 50-60% of the time outside with customers and new business opportunities.
Follow-up to address customer needs and resolve any problems or issues.
Ensure proper resources from within the organization are involved with the customer and introduce new products through the other core business groups, where appropriate.
Develop service plan and timeline for each client. Implement and monitor service plan.
Work with CSR to determine best markets and marketing strategy for customer's coverage and pricing.
Aid CSR in negotiating best premium and coverage for customer.
Direct CSR in determining best format for renewal process and make sure CSR is acting in a timely manner.
Document sales and prospecting information into the sales management database.
Encourage and motivate team members to achieve or exceed agency standards.
Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer's requests/requirements.
Present proposal to customer, ensuring appropriate team members and resources are represented/attend.
Promote teamwork and commitment to department/agency goals.
Participate in special projects as requested.
Remain current on industry trends and information, new product development, legislation, coverages and technology.
WHAT YOU'LL NEED:
Bachelor's Degree, or an equivalent combination of education and experience may be considered
5+ years' commercial insurance experience
Active Property & Casualty Brokers License.
Acceptable results of a Motor Vehicle Record and maintenance of minimum acceptable insurance coverages
Proficiency in Microsoft Office 365
Exceptional customer service and interpersonal skills
WHAT WE OFFER:
Base salary + incentive compensation structure
Unlimited earning potential
Excellent growth and advancement opportunities
Discretionary Time Off (DTO)
Generous benefits package: health, dental, vision, 401(k), etc.
Employee Stock Purchase Plan
Target Pay
This position will have an annual pay range of $90 - 100k plus potential incentive
Pay Range
$90,000 - $100,000 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly
rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
The Power to Be Yourself
We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
$90k-100k yearly 5d ago
Director, Finance & Accounting
Maximus 4.3
Finance manager job in Bridgeport, CT
Description & Requirements Maximus is currently seeking a Director, Finance & Accounting. In this role, you will be responsible for performing and providing financial oversight to the business. . Essential Duties and Responsibilities:
- Prepare financial budgeting, forecasting and reporting on a monthly, quarterly, and annual basis, while performing variance analysis between forecast and actual.
- Ensure effectiveness of accuracy and timeliness of forecasting, reporting, accruals, and other financial related processes and systems on a weekly and monthly basis.
- Provide direct financial leadership and support for assessing service allocation rates, composition of cost pools for new allocations.
- Work with group and project finance teams to develop, administer, and implement process improvements and methodologies and cost allocation expectations.
Job-Specific Essential Duties and Responsibilities:
- Lead a team of financial professionals to develop and implement a financial strategy that is effective, consistent and aligns with the organization's overall financial strategy.
- Responsible for oversight and maintenance of project financial records and forecasts.
- Provide strategic pricing leadership to support a new business area.
- Participate in all internal and external audits.
- Oversee the monthly and quarterly financial close process for assigned businesses.
- Coordinates with Project Management to develop operational productivity analysis and tracking of metrics to identify where cost efficiencies can be achieved.
- Reviews contract modifications, maintain financial contract files and prepares reports, documentation and presentations as appropriate.
- Ensure client invoices are compliant with MAXIMUS policy and client requirement to ensure projects are billed accurately and timely.
- Manages Direct Sales Outstanding by expediting collections and keeping unbilled as low as possible.
- Ensure compliance with applicable policies and procedures as well as US GAAP, FAR, CAS and statutory regulations, acting as a champion of the company policy and procedures.
- Provide monthly, quarterly and annual forecasting for financial and business planning with Project Management and Division finance and works closely to track performance and provides timely variance and Risk and Opportunity analysis.
- Prepares routine and ad-hoc financial reports and analysis using MAXIMUS proprietary tools, Enterprise solutions, CostPoint, Cognos Reporting, and Excel
- Lead cooperative effort among members of a team.
- Provides ongoing supervision too assigned staff.
- Responsible for identifying and resolving issues, problems and concerns.
- Receives assignments in the form of objectives and determines how to use resources to meet schedules and recommends changes to policies and establishes procedures.
- Interacts with different levels of external and internal customers.
- Ensures the confidentiality and security of all corporate information.
- Other duties as assigned.
Minimum Requirements
- Bachelor's degree in related field required.
- 10-12 years of relevant professional experience required.
Job-Specific Minimum Requirements:
- Bachelor's degree in accounting or finance from an accredited college or university or equivalent experience in lieu of degree. Master's Degree preferred.
- Due to customer requirements, United States Citizenship is required.
- The ability to obtain or maintain a government issued security clearance is required.
-10+ years of relevant professional experience required.
- At least 5 years of experience in project accounting, financial control/management or similar discipline.
- 2-3 years management experience required.
- Must have DoD financial experience.
- Must have strategic pricing experience.
- Ability to coach, develop and mentor team members.
- Proficient in Microsoft Office (strong Word and Excel skills).
- Excellent organizational, interpersonal, verbal, and written communication skills, ability to perform quantitative and qualitative analyses of existing business processes.
- Ability to perform comfortably in a fast-paced, deadline-oriented work environment.
- Ability to work under standards-based performance measures.
- Ability to successfully execute many complex tasks simultaneously.
- Ability to work as a team member, as well as independently.
- Ability to be a self-starter.
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EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************.
Minimum Salary
$
145,000.00
Maximum Salary
$
160,000.00
$107k-148k yearly est. Easy Apply 6d ago
Construction and Development Financial Controller
Carabetta Companies 4.2
Finance manager job in Meriden, CT
Job Description
Financial Controller Full Time | Meriden, CT, US Salary Range: DOE Schedule: Monday-Friday, 8:00 AM-4:30 PM
SRC, A Carabetta Company, is looking for a financial controller to serve as a key member of the Executive Management Team. This role is responsible for establishing, maintaining, and continuously improving financial systems, internal controls, and reporting processes to ensure timely, accurate, and compliant financial reporting across SRC's Construction Division, Real Estate Development entities, and related business ventures.The Controller will provide strategic financial leadership while overseeing budgeting, forecasting, cash management, and day-to-day accounting operations. This position leads and develops a high-performing accounting team and collaborates closely with executive leadership across multiple business units.
Responsibilities
Responsibilities are included but not limited to:
Lead the development and maintenance of financial systems, internal controls, and reporting processes in accordance with GAAP
Oversee monthly, quarterly, and annual financial reporting for construction, development, and related entities
Prepare and review financial statements and executive-level reporting
Provide daily cash flow analysis and reporting to executive leadership for all managed entities
Manage the annual budgeting and rolling forecast processes
Review budgets for accuracy, assumptions, and alignment with business objectives
Perform variance analysis and provide actionable recommendations
Support executive decision-making through financial modeling and strategic analysis
Oversee Work-in-Progress (WIP) reporting and percentage-of-completion accounting
Prepare and review monthly AIA construction billings
Facilitate cost certification processes and coordinate with external auditors
Ensure compliance with HUD and state/local affordable housing accounting and documentation requirements
Oversee cash management, liquidity planning, and accounts payable processes
Ensure timely and accurate payments to vendors, subcontractors, and partners
Maintain strong controls over disbursement and cash management activities
Participate in sourcing and structuring debt and equity financing
Ensure accurate tracking of sources and uses of funds
Support lender reporting and ongoing compliance requirements
Develop, document, and maintain accounting policies and procedures
Ensure compliance with regulatory requirements and internal controls
Identify, assess, and mitigate financial and operational risks
Manage relationships with external CPAs, lenders, surety brokers, and other third-party partners
Lead annual financial audits, tax compliance activities, and insurance reviews
Ensure timely completion of all audit and regulatory filings
Oversee business insurance audits in coordination with brokers and carriers
Manage relationships with external CPAs, lenders, surety brokers, and other third-party partners
Lead annual financial audits, tax compliance activities, and insurance reviews
Ensure timely completion of all audit and regulatory filings
ead, mentor, and develop an accounting team of approximately three professionals
Collaborate with Carabetta-affiliated Property Management accounting teams on intercompany and related-party transactions
Promote a culture of accountability, continuous improvement, and professional development
Qualifications
Bachelor's degree in Accounting, Finance, or a related field required, Masters degree a plus!
CPA or equivalent professional certification strongly preferred
Minimum 8-10 years of progressive accounting or finance experience, with significant exposure to construction and real estate development accounting
Demonstrated expertise in GAAP, WIP accounting, percentage-of-completion, and multi-entity reporting
Strong experience with budgeting, forecasting, cash flow management, and financial analysis
Proven leadership experience managing and developing accounting teams
Experience with affordable housing accounting, HUD compliance, and cost certifications
Familiarity with ERP or construction accounting systems
SAGE experience REQUIRED
Experience working with lenders, surety brokers, and equity partners
Strong understanding of internal controls and enterprise risk management
Strategic and analytical mindset with strong problem-solving skills
Excellent communication skills with the ability to present financial information to executive leadership
High ethical standards, attention to detail, and commitment to confidentiality
At The Carabetta Companies, we hold ourselves to high standards and seek team members who share our commitment to excellence. When you join us, you become part of a motivated, hard-working group of professionals-our Carabetta “extended family.”
Join SRC, a Carabetta Company, and provide financial leadership that supports impactful construction and real estate development across our growing portfolio. Apply today.
$107k-159k yearly est. 11d ago
Treasury Manager
Gerald Group 4.4
Finance manager job in Stamford, CT
About the Company: Gerald Group is one of the oldest and the world's largest commodity trading companies focused purely on the merchanting of non-ferrous, ferrous, and precious metals, as well as related concentrates and raw materials. For six decades, we have distinguished ourselves as the leading market specialists in the trading of all forms of refined metals and raw materials around the world. We take pride in our well-earned reputation as a dedicated and trusted partner to top-tier miners and processors, industrial consumers, and major financial institutions.
Summary:
The Treasury Manager will work within the team covering the financing, treasury, and liquidity management of the group.
Responsibilities:
Finance
Oversee the operation and reporting for syndicated bank facilities (both secured and unsecured) to ensure adequate funding for the business.
Work on refinancing, documentation and amendment requests as needed.
Manage bank relationships.
Interact with the Trading and Distribution Departments to optimize financing and funding for physical commodity trading business.
Liquidity management and reporting
Responsible for daily consolidation and reporting for Group liquidity to senior management.
Analyze trends in liquidity and monthly reporting.
Stress test margin call risk.
Forecast cash flows.
Cash Management
Determining foreign currency requirements for various overseas locations and the buying/selling currency as required.
Identifying and applying excess cash against outstanding loans as well as maximizing returns on cash float.
Systems and Controls - Assist in further developing and managing Treasury systems, processes, policies and procedures.
Coordinate responses to KYC and due diligence requests for financial institution's KYC and onboarding requirements.
Will manager 2 Treasury Analysts.
Other duties as assigned.
Requirements:
Bachelor's Degree in Mathematical or finance based field.
5+ years of experience in a Treasury / Finance functions / Banking
At least 3 years of experience in a Commodity trade finance / treasury.
Experience in dealing with banks and financial institutions.
Experience in Cash Management and Payments.
Knowledge of Commodity trade finance products.
Knowledge of Treasury Management systems preferred.
Basic knowledge of Commodity derivatives preferred.
Excel experience.
Experience with managing people
Must be willing to come in office 5 days a week in our Stamford, CT office location.
Must have willingness to work additional hours as needed.
Employee Programs & Benefits:
Comprehensive medical, dental, vision, and life insurance benefits
Commuter benefits
Flexible Spending Accounts
Health Saving Account
401(k) plan with company match
Short- and long-term disability
Tuition reimbursement
Paid time off for vacation, personal, and sick time
We are an equal-opportunity employer. Our team consists of professionals with diverse backgrounds and skill sets, all of which contribute to the efficacy and profitability of our operations. We take pride in our contributions in aiding developing economies, reducing carbon emissions, and in building towards a more progressive and equitable future.
$95k-126k yearly est. 58d ago
Manager, Corporate Treasury
Mastercard 4.7
Finance manager job in Harrison, NY
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Manager, Corporate Treasury
Overview
The Corporate Treasury team performs all global treasury activities for Mastercard, including capital planning, rating agency relationships, foreign exchange risk management, cash management/positioning, pensions asset-liability management, capital markets transactions (debt issuance, equity share buy-back), credit facility management, intercompany funding.
We are seeking a highly motivated Manager to join the cash investments team within Corporate Treasury. This position will be based in Purchase, NY
Reporting to the Director, Capital Markets, this Manager role will be responsible for leading the execution of Mastercard's corporate cash investment strategy along with performing day-to-day operations related to the company's cash investments
Role
Key responsibilities of this role include:
Leading the cash investments function for Mastercard in the management of the company's fixed income, money market, and deposit investments across multiple currencies (USD, EUR, GBP, ARS, etc.) investment portfolios
Lead interest income forecast and budget process including detailed variance analysis
Work with leadership to identify incremental investment yield opportunities
Prepare managerial reports and analysis related to Mastercard's investment portfolios
Oversee cash and investments related SEC disclosure preparation (e.g.,10Q and 10K footnotes)
Manage operations related to global investment accounts including opening/closing accounts and other related processes
Ensure and monitor compliance of investment portfolios with the company's investment guidelines; execute internal controls and support controllers and auditors in their processes
Lead the Mastercard commercial paper program
Work on improving existing Investment Team processes, models and controls
Potentially, provide analytical support for special projects across other corporate treasury teams
All About You
Excellent analytical and problem-solving skills; experienced with MS Excel and PowerPoint
Proven ability to define problems, collect data, establish facts, and draw valid conclusions
Knowledge of key accounting concepts and SEC disclosure requirements
Ability to prioritize work; manage projects in addition to day-to-day responsibilities
Written and oral English language proficiency; strong communication and interpersonal skills
Experience with Treasury Management Systems (Reval) and Investment tools/portals (Clearwater, Mosaic, Bloomberg, Refinitiv) desirable
Bachelor's degree or equivalent qualification
Prior corporate treasury, accounting, or financial planning experience is preferred
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
Pay Ranges
Purchase, New York: $137,000 - $218,000 USD
$137k-218k yearly Auto-Apply 60d+ ago
Local to Rocky Hill, CT_Finance Analyst(Jr. Role)
360 It Professionals 3.6
Finance manager job in Rocky Hill, CT
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
We are looking to fill a position for Financial Analyst in Rocky Hill CT.
Conduct analyses of various financial factors and financial databases of internal customer data. Interpret results, present findings and recommendations to direct supervisor. Ability to develop ad hoc processes to address efficiency gains, and translate into repeatable procedures; Interface with a local , Manila and to explain the methodology and results of the analyses, Documentation and validation of results and processes related to the analyses.
Qualifications
A Bachelor's Degree in finance is required, (or in technology, business or equivalent can be considered as well). experience in financial operations is a plus.
Experience with financial analysis or analytical tools, high level Office knowledge (excel) is required, project management and very good communication, analytical and organizational skills are plus
Additional Information
Local candidates are acceptable for this position.
$68k-102k yearly est. 21h ago
Corporate Finance Analyst
Aircastle Advisor 4.4
Finance manager job in Stamford, CT
Job Description
General Description
The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home.
Responsibilities
Essential Functions:
Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products
Monitor existing financing structures along with other peer transactions
Build out and maintain financial models related to financing transactions
Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors
Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s)
Assist with investor relations presentation materials and analysis as needed
Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams
Position Requirements
Formal Education and Certification
B.A or B.S in Finance, Economics or other related degree
Knowledge and Experience
1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred
Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus
Excellent financial modeling and presentation skills (advanced Excel + PowerPoint)
Broad understanding of basic accounting and the ability to interpret financial statements
Proficient with Bloomberg functionality
Competencies
Strong analytical skills with attention to detail
Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner
Team player: ability to work successfully with a variety of personalities and disciplines across the organization
Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners.
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
Must be able to handle multiple responsibilities under pressure.
Travel
This position will not require travel.
We are not looking to work with outside employment agencies to fill this role.
$83k-110k yearly est. 11d ago
Underwriting & Financial Analyst, Employee Benefits - Syosset, NY
World Insurance Associates 4.0
Finance manager job in Syosset, NY
Paul Global Benefits (PGB) is now a part of World Insurance Associates. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Position Overview
This position will provide support and manage employee benefits for clients, with a focus on: Medical, Dental, Vision, Life, AD&D, Long-term Disability, Short-Term Disability, and Voluntary Benefits.
Essential Duties and Responsibilities
Responsible for the preparation of the RFPs and the analyzation of the marketing results
Designing, distributing, and evaluating responses to surveys and RFPs
Accountable for performing financial analysis, including benefits cost projection, plan design modelling alternatives, and creation of employee contribution recovery models
The ability to create benchmark data and trend analysis for clients
Work independently and make sound underwriting decisions based on financial results
Proactive financial monitoring and review for assigned cases
Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information
Create weekly, monthly and quarterly financial statements and/or projections
Assist in quarterly presentation to clients on financial performance of insurance programs
New Business Financial Evaluations, as needed by sales team
Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results
Process all necessary paperwork by adhering to the department workflow and procedures
Qualifications
Bachelor's Degree or the recognized equivalent in education and experience, required
1+ years of Employee Benefits insurance underwriting experience, carrier or brokerage preferred
Strong communication skills and ability to translate complex financial concepts into customer friendly format
Proven ability to manage multiple projects simultaneously and produce quality deliverables on time
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
Able to work independently and enjoy a high degree of interaction with team members
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
Self-motivated and driven
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrates effective problem-solving abilities
Demonstrates excellent time management and prioritization skills
Attention to detail and commitment to a high level of accuracy
The ability to use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude
Compensation:
This position is located in New York State. The base salary for this position at the time of this posting may range from $70,000 to $75,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
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How much does a finance manager earn in Milford, CT?
The average finance manager in Milford, CT earns between $73,000 and $157,000 annually. This compares to the national average finance manager range of $71,000 to $144,000.
Average finance manager salary in Milford, CT
$107,000
What are the biggest employers of Finance Managers in Milford, CT?
The biggest employers of Finance Managers in Milford, CT are: