As Vice President of Finance, you will lead the financial operations of our growing construction and development organization. This individual will play a key leadership role in driving financial performance, managing risk, and ensuring the financial health of the company.
Responsibilities/Duties:
Partner with executive leadership to develop and execute long-term financial strategy.
Provide data-driven insights and recommendations to support business growth and profitability.
Evaluate and improve financial processes, systems, and internal controls.
Lead the annual budgeting process and rolling forecasts.
Monitor performance against budgets and identify areas for improvement.
Oversee monthly, quarterly, and annual financial close processes.
Ensure compliance with Generally Accepted Accounting Principles (GAAP) and all applicable financial regulations.
Preparing and communicating financial statements to stakeholders such as Apex senior leadership and Advisory Board.
Challenge senior leadership on business decisions and provide effective issue resolutions.
Develop plans for growth to increase company profit while reducing expenditure.
Provide timely and accurate financial statements, job costing reports, and cash flow projections.
Manage cash flow, financing, and working capital needs.
Oversee relationships with banks, lenders, and financial partners.
Lead accurate job cost accounting and reporting.
Work closely with project managers and operations to track project budgets, costs, and profitability.
Identify trends and provide proactive financial insights on underperforming projects.
Implement policies and procedures to safeguard company assets.
Ensure compliance with tax laws, insurance requirements, and industry regulations.
Oversee audits and manage relationships with external auditors and consultants.
Lead and mentor a team of finance and accounting professionals.
Foster a culture of accountability, collaboration, and continuous improvement.
Qualifications:
Bachelor's degree in accounting or finance.
CPA required.
10+ years of progressive financial leadership experience, with at least 5 years in construction or real estate development.
Deep understanding of construction job costing, project budgeting, and WIP reporting.
Working knowledge of general contracting financing and development financing accounting.
Experience with construction ERP systems (e.g., Sage 300, Viewpoint, Procore, Premiere.) preferred
Strong analytical, problem-solving, and decision-making skills.
Proven ability to work cross-functionally in a fast-paced, project-driven environment.
Required Skills/Abilities:
Strong written, verbal, and presentation communication skills to convey complex financial information clearly to stakeholders, including investors, advisory board members, and employees.
Skilled in identifying, analyzing, and solving financial problems for maintaining the company's financial health.
Strategic thinker with hands-on operational experience
Ability to build and maintain strong relationships with various stakeholders and to collaborate effectively.
Strong leadership skills to guide and lead the finance team in supporting the overall organization
Make sound, high-stakes decisions that align with company goals while managing risks effectively.
Prioritize tasks and manage multiple responsibilities to meet deadlines without compromising quality.
Working Conditions:
The Vice President of Finance will be based in the corporate headquarters in Yonkers, New York with some travel to construction locations around the New York City area.
Equal Employment Opportunity
We're proud to be an equal opportunity employer - and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. At Apex, we know that diversity makes us stronger. We are committed to a collaborative, inclusive environment that encourages authenticity and fosters a sense of belonging. We strive for everyone to feel valued, connected, and empowered to reach
$115k-184k yearly est. 2d ago
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Head of Financial Planning & Analysis (FP&A)
Onmed LLC
Finance manager job in White Plains, NY
Who We Are and Why Join Us
At OnMed our purpose is simple but powerful…to improve the quality of life and sense of well-being in our communities by bringing access to healthcare to everyone, everywhere. Our path to everywhere has already begun, with our innovative CareStation, a small but mighty, Clinic-in-a-Box, bringing #healthcareaccess anywhere with an outlet to plug it in. Poised to become a key component in America's public health infrastructure, the OnMed CareStation is the only tech-enabled, human-led, hybrid care solution that combines the comprehensive experience, trust and outcomes of a clinic, with the rapid scalability of virtual care.
At OnMed, every role, everyday, is directly impacting the communities we serve. You'll join a high-performing purpose-driven team, innovating to break down the barriers that keep people from the care they need.
This is not just a job…it's a movement to bring access to healthcare where and when people need it most. It's healthcare that shows up.
Who You Are
You are a strategic finance leader responsible for driving financial planning, forecasting, analysis, and insights that enable data-driven decision-making across the organization. This role partners closely with the senior leadership team to shape financial strategy, improve forecasting accuracy, and ensure financial discipline as the company scales. In addition, you will oversee rigorous financial reporting processes required of a public company, ensuring full compliance with SEC regulations, GAAP standards, internal controls, and quarterly/annual disclosure requirements. This role requires an unwavering commitment to precision, consistency, and governance in a highly regulated, public company environment.
Role's Responsibilities
Strategic Financial Leadership
Lead the company's annual operating plan, long-term financial planning, rolling forecasts, and budgeting processes to meet stringent regulatory, analyst and investor requirements.
Provide strategic recommendations to the executive team based on financial analysis, business performance trends, and market dynamics.
Act as a key advisor to the CFO and CEO on financial strategy, capital allocation, and business priorities.
Financial Modeling & Analysis
Develop and maintain complex financial models to evaluate business performance, scenario planning, growth initiatives, investments, and new product strategies.
Analyze company performance against goals and KPIs; identify risks, opportunities, and corrective actions.
Work with CFO, CLO and Controller to prepare financial sections registration statement and ensure SEC compliance.
Build defensible valuation models for stakeholders to set pricing.
Create roadshow materials and financial presentations for institutional investors.
Build infrastructure for providing forward guidance to the market.
Partner with the Controller to deliver monthly/quarterly reporting packages, providing clear narrative and actionable insights. Establish quarterly earnings reporting processes and analyst relations/
Lead and enhance FP&A processes, systems, tools, and automation to improve accuracy, scalability, and speed.
Business Partnership
Partner with senior leaders (Sales, Marketing, Operations, Corporate), to analyze performance drivers and guide resource allocation decisions.
Translate complex financial concepts into digestible insights for non-financial stakeholders.
Collaborate cross-functionally to optimize operational efficiency and resource allocation.
Corporate Finance & Board Support
Prepare materials for board meetings, investor updates, lenders, and executive reviews.
Support capital planning, fundraising activities, external reporting, and due diligence efforts as needed.
Perform other related role's responsibilities as assigned.
Knowledge, Skills & Abilities
Advanced financial modeling, forecasting, and scenario analysis.
Strong strategic thinking and ability to translate insights into business decisions.
Expert data analysis and performance measurement skills.
Exceptional communication and executive-level storytelling.
Cross-functional partnership and influence across business units.
Proficiency with FP&A systems, ERP platforms, and BI tools.
Education & Experience
Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or relevant advanced degree preferred.
10+ years of progressive FP&A or corporate finance experience.
Strong expertise in financial modeling, forecasting, budgeting, and performance analytics.
Demonstrated experience partnering with executive teams and leading strategic financial discussions.
Advanced proficiency with Excel/Google Sheets and financial systems (e.g., QBO, NetSuite, or similar).
Exceptional communication skills with the ability to simplify complex information.
Proven ability to manage competing priorities in a fast-paced, high-growth environment.
Experience in high-growth operating environment.
Prior experience supporting board-level reporting and investor relations.
Familiarity with BI tools (e.g., Looker, Tableau, Power BI).
OnMed provides a competitive salary and benefits package, including unlimited PTO and paid holidays.
The base salary range for this role is up to $170,000 commensurate with the candidate's experience.
OnMed is a proud equal opportunity employer. All qualified applicants will be considered without regard to race, color, creed, religion, gender, sexual orientation, national origin, genetic information, disability, age, marital status, veteran status, or any other category protected by law.
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$170k yearly 1d ago
Head of Financial Planning & Analysis (FP&A)
Onmed
Finance manager job in White Plains, NY
Who We Are and Why Join Us
At OnMed our purpose is simple but powerful…to improve the quality of life and sense of well-being in our communities by bringing access to healthcare to everyone, everywhere. Our path to everywhere has already begun, with our innovative CareStation, a small but mighty, Clinic-in-a-Box, bringing #healthcareaccess anywhere with an outlet to plug it in. Poised to become a key component in America's public health infrastructure, the OnMed CareStation is the only tech-enabled, human-led, hybrid care solution that combines the comprehensive experience, trust and outcomes of a clinic, with the rapid scalability of virtual care.
At OnMed, every role, everyday, is directly impacting the communities we serve. You'll join a high-performing purpose-driven team, innovating to break down the barriers that keep people from the care they need.
This is not just a job…it's a movement to bring access to healthcare where and when people need it most. It's healthcare that shows up.
Who You Are
You are a strategic finance leader responsible for driving financial planning, forecasting, analysis, and insights that enable data-driven decision-making across the organization. This role partners closely with the senior leadership team to shape financial strategy, improve forecasting accuracy, and ensure financial discipline as the company scales. In addition, you will oversee rigorous financial reporting processes required of a public company, ensuring full compliance with SEC regulations, GAAP standards, internal controls, and quarterly/annual disclosure requirements. This role requires an unwavering commitment to precision, consistency, and governance in a highly regulated, public company environment.
Role's Responsibilities
Strategic Financial Leadership
Lead the company's annual operating plan, long-term financial planning, rolling forecasts, and budgeting processes to meet stringent regulatory, analyst and investor requirements.
Provide strategic recommendations to the executive team based on financial analysis, business performance trends, and market dynamics.
Act as a key advisor to the CFO and CEO on financial strategy, capital allocation, and business priorities.
Financial Modeling & Analysis
Develop and maintain complex financial models to evaluate business performance, scenario planning, growth initiatives, investments, and new product strategies.
Analyze company performance against goals and KPIs; identify risks, opportunities, and corrective actions.
Work with CFO, CLO and Controller to prepare financial sections registration statement and ensure SEC compliance.
Build defensible valuation models for stakeholders to set pricing.
Create roadshow materials and financial presentations for institutional investors.
Build infrastructure for providing forward guidance to the market.
Partner with the Controller to deliver monthly/quarterly reporting packages, providing clear narrative and actionable insights. Establish quarterly earnings reporting processes and analyst relations/
Lead and enhance FP&A processes, systems, tools, and automation to improve accuracy, scalability, and speed.
Business Partnership
Partner with senior leaders (Sales, Marketing, Operations, Corporate), to analyze performance drivers and guide resource allocation decisions.
Translate complex financial concepts into digestible insights for non-financial stakeholders.
Collaborate cross-functionally to optimize operational efficiency and resource allocation.
Corporate Finance & Board Support
Prepare materials for board meetings, investor updates, lenders, and executive reviews.
Support capital planning, fundraising activities, external reporting, and due diligence efforts as needed.
Perform other related role's responsibilities as assigned.
Knowledge, Skills & Abilities
Advanced financial modeling, forecasting, and scenario analysis.
Strong strategic thinking and ability to translate insights into business decisions.
Expert data analysis and performance measurement skills.
Exceptional communication and executive-level storytelling.
Cross-functional partnership and influence across business units.
Proficiency with FP&A systems, ERP platforms, and BI tools.
Education & Experience
Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or relevant advanced degree preferred.
10+ years of progressive FP&A or corporate finance experience.
Strong expertise in financial modeling, forecasting, budgeting, and performance analytics.
Demonstrated experience partnering with executive teams and leading strategic financial discussions.
Advanced proficiency with Excel/Google Sheets and financial systems (e.g., QBO, NetSuite, or similar).
Exceptional communication skills with the ability to simplify complex information.
Proven ability to manage competing priorities in a fast-paced, high-growth environment.
Experience in high-growth operating environment.
Prior experience supporting board-level reporting and investor relations.
Familiarity with BI tools (e.g., Looker, Tableau, Power BI).
OnMed provides a competitive salary and benefits package, including unlimited PTO and paid holidays.
The base salary range for this role is up to $170,000 commensurate with the candidate's experience.
OnMed is a proud equal opportunity employer. All qualified applicants will be considered without regard to race, color, creed, religion, gender, sexual orientation, national origin, genetic information, disability, age, marital status, veteran status, or any other category protected by law.
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$170k yearly 1d 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. 3d ago
Finance Director
Universal Steel 4.0
Finance manager job in Fort Lee, NJ
USP Management, Inc. is seeking a strategic and forward-thinking Finance Director to lead long-term financial planning, investment strategy, and M&A evaluation initiatives for our $95M steel distribution business. This high-impact leadership role is focused on corporate finance and strategic initiatives rather than day-to-day accounting or operational functions. The role will also involve collaborating cross-functionally to drive financial insight and support strategic decision-making. The ideal candidate will bring corporate finance expertise, a collaborative mindset, and the ability to assess financial risks and opportunities as the company prepares for continued growth and potential acquisition scenarios.
Responsibility Areas: 1. Strategic Financial Planning
Lead company-wide financial modeling, including long-term revenue forecasts, cash flow projections, and scenario planning.
Collaborate with accounting to analyze monthly results and extract strategic insights for leadership.
Advise CEO and ownership on capital allocation decisions, liquidity optimization, and profitability improvements.
2. Investment & Asset Strategy
Coordinate with investment advisors to evaluate opportunities across public markets, commercial real estate, and strategic funds.
Conduct diligence on commercial real estate investments, especially those involving corporate-owned assets or surplus capital.
Recommend financing structures to optimize returns and mitigate financial risk.
3. Corporate Development and M&A Readiness
Prepare the business for a potential acquisition or strategic sale, including identifying valuation drivers, building pitch materials, and coordinating with brokers or bankers.
Identify and initiate contact with strategic or financial buyers aligned with our industry and goals.
Drive internal readiness through KPI benchmarking, margin analysis, and process documentation.
4. Monthly Financials-Strategic Oversight
Review and validate monthly financials for accuracy and consistency prior to external reporting.
Analyze and interpret revenue, margins, cash flow, and KPI to provide strategic insights.
Act as the primary liaison for bank reporting, preparing financial commentary, and ensuring covenant compliance.
Update cash flow and revenue forecasts using monthly financial results and conduct scenario planning.
Recommend operational or pricing adjustments based on financial trends.
Prepare executive summaries and dashboards for ownership, advisors, and potential acquirers.
5. Cross-Functional Collaboration & Reporting
Partner with logistics, sales, and accounting to align financial strategy with business operations.
Develop ownership dashboards and executive summaries to track strategic goals.
Liaise with banks, ensuring financial accuracy, covenant compliance, and timely reporting.
Minimum Qualifications:
8-12 years of experience in corporate finance, investment banking, FP&A, or private equity.
Strong proficiency in financial modeling and valuation methodologies (DCF, LBO, market comps).
Demonstrated experience in advising or preparing mid-sized businesses for strategic sale or recapitalization.
Ability to work cross-functionally and communicate effectively with legal, investment, and real estate partners.
Prior experience in industrial, distribution, or asset-heavy business environments.
Bachelor's degree in Finance, Economics, Business, or a related field.
Bilingual proficiency in English and Korean.
Preferred Qualifications:
Advanced degree (MBA or equivalent) or professional certifications (e.g., CFA, CPA) in Finance, Economics, Business, or a related field.
Familiarity with transaction readiness, pitchbook development, and investor communications.
Work Hours:
Full‑Time (Monday - Friday, 8:30 AM - 5:30 PM)
Embark on an exciting career adventure with us, where we prioritize your well‑being and ongoing professional development. Enjoy a competitive salary and a comprehensive benefits package, including Medical, Dental & Vision Insurance, Paid Vacation, Sick Days & Holidays, Performance Bonuses, Educational Training Reimbursements, Employee Referral Incentives, Lunch Fringe Allowance, Team Lunches/Dinners, Fitness Membership Reimbursements, Employee Birthday Gifts, Service Year Awards, and much more. Join our vibrant team, where we actively seek individuals with the talent and skills to drive our continuous growth and success. Come be a part of something extraordinary!
USP is an Equal Opportunity/Affirmative Action Employer - M/F/Disabled/Vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
For any inquiries, please reach out to ****************************.
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$120k-186k 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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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 5d ago
Position: Director of Finance
United Way of Westchester and Putnam
Finance manager job in White Plains, NY
Finance Director
Reports To: Chief Financial Officer
Category: Full Time, exempt
Location: White Plains, NY (In-Person 4 Days, Remote 1 Day at the discretion of supervisor and when scheduling permits it)
Salary: $80,000 to $85,000
Summary of the Position
As a senior member of the United Way of Westchester and Putnam's Finance Department, this position will be a resource for analytic support on operations and strategic projects and play a key role in the management of the organization's annual budget, general accounting, financial reporting and analysis, revenue management, accounts receivable, accounts payable, audits, and grant vouchering.
Please note, this position will be on a fast track for promotion should the candidate excel in their role.
About the Organization
At the United Way of Westchester and Putnam (UWWP) we believe that WE ARE STRONGER TOGETHER and that it is only by being UNITED that we can change the world for the better.
In Westchester and Putnam, more than 40 percent of households are living in poverty or paycheck to paycheck, what we call ALICE (Asset Limited, Income Constrained, Employed). These are often hardworking families struggling to make ends meet and provide a better life for their children. But for these families, when funds run short, they are forced to make impossible choices between childcare, paying the rent, filling a prescription, or fixing a car. They are our preschool teachers, home health aides, and retail salespeople - workers essential to keeping all our communities and economies humming, yet who struggle to pay their own basic bills.
We achieve results in three ways. First, by investing dollars or essential goods in programs with proven results. Second, by providing direct services to the community, such as our free 211 Information and Referral Helpline, our Ride United Food Distribution program, our Education United free, bilingual Afterschool Program, and so much more. And finally, by fostering collaborations with community stakeholders, leaders, and partners to change the way we look at and solve problems. Every year, we collaborate with hundreds of nonprofit partners and governmental agencies, and our work positively impacts hundreds of thousands of individuals.
Our United Way has a $11 million budget and 35 FT and 50 PT staffers, who collectively generate almost $36 million in impact for Westchester and Putnam families in crisis.
Our United Way has a purpose-driven, results-oriented, caring culture, that prioritizes the greater good, working hard, and getting things done, while building mutual trust amongst our teammates, taking risks, and having fun in the process.
Core Responsibilities
Oversee core accounting activities to ensure accurate and timely reporting, accounts payable, accounts receivable, and payroll processing.
Manage two accountants and interface with multiple departments on grant reporting.
Oversee all timely grant vouchering to ensure accuracy.
Perform monthly closing activities to include reconciliation and analysis.
Ensure revenue and expense transactions are properly recorded.
Provide support for annual audit and 990.
Assist CFO in management of all accounting operations.
Improve process efficiencies and document procedures.
Job Requirements Professional Characteristics
Develop and maintain positive professional relations with all staff, departments, service providers, representatives, and volunteers.
Ability to work effectively in a team environment in addition to self‑directed situations with minimal day-to-day supervision.
This position requires a highly organized individual, with excellent follow‑up skills and attention to detail, as well as the ability to plan and administer multiple concurrent projects on time and in an efficient manner.
Utilize good management and leadership techniques and possess problem solving and decision‑making abilities.
Work in a highly collaborative manner to accomplish key projects and initiatives and day-to-day operations through genuine teamwork.
Position requires strict adherence to professional, dignified behavior, confidentiality and protection of donor information, and respectfulness whether within the workplace, other not-for-profits, or in the community.
Technology
Demonstrated proficiency in MS Office Suite (including Excel) as well as various Government Grant Portals and QuickBooks (online).
Education and Experience
Bachelor's degree required in finance, accounting, or a related field.
Additional experience in payroll and human resources is helpful.
At least five years of professional experience with some prior nonprofit work preferred.
Other Requirements
UWWP is considered an “Essential Crisis Response Business” by New York State. Thus, during times of declared disaster, you may be asked to assist with emergency response duties as necessary.
For all External and Internal applicants
UWWP is committed to fostering a workplace culture that values all perspectives, promotes fair treatment, welcomes full participation at all levels, and upholds the highest standards of respect and professionalism in all interactions. We understand that by valuing the visible and invisible qualities that make everyone who they are and welcoming their unique perspectives, backgrounds, and experiences we further advance our mission, support our communities, and strengthen our organization.
Any applicant that is disabled as defined under the American Disabilities Act (herein referred to as the ADA) must be able to perform the essential job functions as listed herein either unaided or with the assistance of a reasonable accommodation to be determined by management on a case‑by‑case individual basis.
Statements in this job description are intended to describe the general nature of the work being performed and are not intended as a complete, comprehensive list of all responsibilities, skills required for the position, or duties.
How to Apply
Please send your resume via email to Richard Moore at ***************. Please reference “Finance Director Position” in the subject line.
Because of the sheer volume of applicants expected, no calls please.
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$80k-85k yearly 1d 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 1d ago
Manager, Risk Management
GXO Logistics
Finance manager job in Greenwich, CT
Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to build a career you can be proud of.
GXO Logistics is looking for a highly skilled professional who drives changes and delivers results. As the Manager, Risk Management, you'll oversee the development and implementation of operational risk improvement initiatives, insurance renewal strategies, and global risk management programs. You'll be responsible for actively managing claims and oversight of claim payment authorization as well as responsibility for preparation of the annual insurance budget. This role is critical in positioning GXO for long-term success.
Pay, benefits and more.
We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), 401(k), life insurance, disability and the opportunity to participate in a company incentive plan.
What you'll do on a typical day:
Collect, develop and research underwriting and exposure information gathering process. This will require interface with various internal departments (Finance, Safety, Legal, Human Resources and Business Units) as well as our insurance brokers, carriers, TPA's and actuaries.
Assist Senior Director in identifying, assessing and controlling the company's risks, analyzing products offered by the marketplace, and developing/implementing insurance renewal strategy.
Participate in renewal negotiations with brokers and underwriters and verify and administer insurance policies.
Actively manage claims as required and provide management and oversight of claims payment authorization and reconciliation of invoices.
Manage insurance payment and documentation processes including compliances filings.
Prepare annual insurance budget, which includes forecasting premiums, actuarial analysis support, allocations and communicating with businesses the insurance and associated costs in a clear and efficient manner.
Work independently and as part of the team to help meet GXO Risk Management objectives, identify process efficiencies and provide internal guidance on maximizing Risk Management portal.
What you need to succeed at GXO:
At a minimum, you'll need:
Bachelor's degree in business, finance, or related field or equivalent related work or military experience.
5-8 years risk management or insurance industry experience; or other relevant finance experience.
Proficiency with Windows applications and Microsoft Office programs such as MS Project, Word, Excel and PowerPoint.
Proficiency with Risk Management Information Systems. Maintain loss data from various sources, develop monthly as well as ad-hoc reports.
Strong project management skills, driving results among multi-functional teams.
It'd be great if you also:
Identify opportunities to increase accuracy and optimize resources and make recommendations.
Have solid aptitude for understanding and analyzing large amounts of data from multiple sources.
Produce unambiguous, comprehensive and accurate interpretations of insurance function data.
We engineer faster, smarter, leaner supply chains.
GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work.
We are proud to be an Equal Opportunity employer including Disabled/Veterans.
GXO adheres to CDC, OSHA and state and local requirements regarding COVID safety. All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers.
All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement here.
$101k-144k yearly est. 2h 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. 2d ago
Manager, O2C Financial Systems (Zuora)
Relativity 4.7
Finance manager job in Bridgeport, CT
Posting Type
Hybrid/Remote
This role will be the end-to-end process subject matter expert, own Zuora platform operations, and lead project teams supporting our Billing/Collections and Revenue Accounting teams' initiatives. The Manager, Finance Systems will partner closely with IT to ensure quality integrity and seamless integration throughout the data lifecycle with Salesforce CPQ, upstream, and Workday Financials, downstream. The ideal candidate will have high fluency in both functional and technical discussions with the gumption to develop flexible, future-proof solutions in this critical area of the business.
This role reports to the Director, Financial Systems and can be remote with some travel expectations
Job Description and Requirements
Responsibilities
Administer and own configuration of Zuora platform (Billing and Revenue/RevPro) to meet business needs and support scalable growth
Lead and execute roadmap objectives increasing accuracy and efficiency
Champion innovation and automation through AI and other intelligent solutions
Triage and identify bug fixes required for Zuora while working with 3rd party resources
Participate in all stages of the SDLC, from QA to UAT, for Zuora-related fixes and dependent system impacts
Maintain tight collaboration with key cross-functional stakeholders and drive alignment
Ensure compliance controls satisfy audit and SOX requirements
Requirements
Bachelor's degree in Computer Science, Information Systems, Finance, or related fieldor equivalent experience
8+ years of combined hands-on technical financial systems experience including Zuora Billing and Zuora Revenue/RevPro
In depth functional knowledge of 606 Revenue Recognition standards
Demonstrated ability to partner effectively with business and technical teams
Solid understanding of data reporting tools
Integration experience with Salesforce CPQ, Workday Financials, and Adaptive a plus
Exceptional attention to detail
Relativity is committed to competitive, fair, and equitable compensation practices.
This position is eligible for total compensation which includes a competitive base salary, an annual performance bonus, and long-term incentives.
The expected salary range for this role is between following values:
$116,000 and $174,000
The final offered salary will be based on several factors, including but not limited to the candidate's depth of experience, skill set, qualifications, and internal pay equity. Hiring at the top end of the range would not be typical, to allow for future meaningful salary growth in this position.
Suggested Skills:
Agile Methodology, Application Management, Cloud Computing, Database Management, DevOps, Information Technology Operations, Project Management, Software Development, Software Development Life Cycle (SDLC), Vendor Management
$91k-116k 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.
#J-18808-Ljbffr
$81k-113k yearly est. 1d ago
Senior Financial Analyst | $120k+
Feldspar & Flint LLC
Finance manager job in Bergenfield, NJ
Feldspar & Flint LLC is a NYC metro area Recruiting & Staffing firm that specializes in operational strategy across core business functions.
Our client is seeking a Senior Financial Analyst to support the financial planning, analysis, and reporting functions within a Healthcare organization. This role will partner closely with leadership and cross-functional teams to deliver accurate financial insights, support decision-making, and clearly communicate complex financial concepts.
Key Responsibilities
Analyze financial performance and trends to support budgeting, forecasting, and business planning
Prepare and present financial analyses and reporting materials for leadership
Build and maintain financial models to support pricing, cost analysis, and strategic initiatives
Support month-end and ad hoc financial reporting requirements
Collaborate with internal stakeholders to translate financial data into actionable insights
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field
Minimum of 3 years of relevant finance or accounting experience (corporate finance, pricing, FP&A, or similar; sales or financial services experience excluded)
Advanced Excel skills, including INDEX/MATCH, SUMIF, XLOOKUP, and similar functions
Strong proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Excellent analytical, financial, and presentation skills
Preferred Qualifications
Experience in healthcare, health plans, or a regulated industry
Advanced skills in tools such as Power BI, SQL, or Python
Experience building financial models from the ground up
Exposure to full P&L ownership
Experience reviewing or supporting contract negotiations
$74k-102k yearly est. 2d ago
Tax Manager - Real Estate
Eisneramper 4.8
Finance manager job in Melville, NY
AtEisnerAmper, we look for individuals who welcomenew ideas, encourage innovation, and areeagerto make an impact. Whetheryou arestarting out in your career or taking your next step as a seasoned professional, the EisnerAmperexperience is one-of-a-kind. You can design a careeryou willlove from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmperis seeking amanagerto expand our Real Estate Tax practice. Our Real Estate Tax practice serves a wide range of clients with specific needs including real estate private equity funds, public and private REITs, as well as privately owned Real Estate held by family offices or joint ventures. This open position offers the opportunity to join a high-performing, high-growth team while working with complex clients in the Real Estate industry. We are seeking someone whothrivesin a growing environment and provides clients with exceptional services.This position offers flexibility in terms of office location, as EisnerAmperfollows a hybrid working model and has offices available in the locations listed below.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "PlacestoWork" awards
We believe thatgreat workisaccomplishedwhen cultures, ideas and experiences come together to createnew solutions
We understand that embracing our differences is what unites us as a team and strengthens ourfoundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Willbe Responsible For:
Runningclient engagements from start to finish, including planning, executing, directing, and completing tax projects on time, within budget, and up to management standards
Buildingimpactful relationships with new and existing clients andmaintainingrelationships with firm leadership.
Takingresponsibility foraccuratetime and billing for self and team.
Developinga working knowledge of the client's business,takingresponsibility for completing assigned tasks, andmeetingclient deadlines.
Activelysolicitnew client relationships andparticipatein client/potential client seminars to expand networking opportunities.
Stayingupdated on changes in tax laws, regulations, and accounting standards, and proactivelyapplyingnew knowledge to client engagements.
Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
Hold self and direct reports responsible for achieving developmental goals
Mentor and coach junior team members.
Professional Development:Participatein training programs and professional development activities to enhance technical knowledge and develop industry-specificexpertise.
Basic Qualifications:
Bachelor's degree in accountingor equivalent field isrequired
4+ years of tax compliance and/or tax consulting experiencewith a niche focus on real estate, REITs, privateequity,or emerging businesses
CPA or IRS Enrolled Agent Certificationrequired
Preferred/Desired Qualifications:
Master's degree in taxationor relevant field
Experience using GoSystemsor CCH Axcess tax software
EisnerAmper is proud to be a merit-based employer.We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
AboutOur Tax Team:
As the largest service line within the firm,EisnerAmper'sTax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.
A hybrid between a general tax practice and a hyper-specializedfirm,our culture is based on collaboration,innovation,and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.
Tax regulations and procedures are always changing, and so are we. AllEisnerAmpertax employees are empowered to challenge the status quo bythinking outside the boxand bringingnew ideasto the table. Because when we canidentifycreative ways to reduce filing turnarounds or streamline compliance work,we areableto spendmore time conducting impactful business advisory services for our clients.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, withnearly 4,000employeesincluding 400partners across the world.We combine responsiveness with a long-rangeperspective;to help clients meet the pressing issues they facetoday andposition them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global publicfirms,and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals,bankers,and investors who serve these clients.
Should you need any accommodations to complete this application please email:
#LI-MA1
#LI-Hybrid
Preferred Location:New York
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
$90k-128k yearly est. 3d 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 2d 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.
#techjobs
#LI-PN1 #max ITFin
#veterans Page
#LI-Remote
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 9d 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
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.
How much does a finance manager earn in Stamford, CT?
The average finance manager in Stamford, 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 Stamford, CT
$107,000
What are the biggest employers of Finance Managers in Stamford, CT?
The biggest employers of Finance Managers in Stamford, CT are: