Finance Specialist remote jobs - 970 jobs

About Arcade: Our mission is to empower teams to become great storytellers. Our vision is to build dynamic visual experiences. More than 22,000 teams use Arcade to tell better, more engaging product stories, and we need your help spreading the word! Culturally, we are a team of ex-Atlassians, AngelList, and Shopify teammates. We believe in building beautiful, easy-to-use products that meaningfully improve how software companies showcase their product at every stage of a customer journey. This role is hybrid-based in our San Francisco, CA office. The Role We are looking for a Head of Strategic Finance to partner closely with the CEO and leadership team in shaping our financial strategy and operational decision-making. You will be both the architect of scalable financial systems and a hands-on operator who digs into the details. This is a high-impact role that touches every part of the business: from long-term planning and fundraising to GTM metrics, pricing strategy, and board communications. What You'll Do Financial Planning & Strategy Build and own the company's financial model (ARR, bookings, churn, pipeline, cash flow). Lead strategic planning, scenario modeling, and long-term forecasting. Understand and analyze the levers that drive Arcade's long-term financial trajectory. Partner with CEO on capital strategy, fundraising prep, and investor relations. Business Partnering Work with Sales, Marketing, and Product to tie spend to outcomes and optimize ROI. Build pricing and packaging models, supporting customer negotiations as needed. Establish KPI dashboards to track company performance across functions. Board & Investor Relations Prepare board decks, investor updates, and fundraising materials with clear financial narratives. Own readiness and reporting for Series B fundraise. Own investor diligence materials and ensure data integrity. Support CEO in external financial conversations with investors and advisors. Operational Finance Oversee monthly and quarterly reporting, budget vs. actuals, and key SaaS metrics. Partner with accounting (currently outsourced) to ensure accurate close and compliance. Introduce scalable finance processes, systems, and controls as the company grows. Who you are 7-12 years of experience in finance (startup finance, FP&A, investment banking, consulting, PE/VC portfolio ops). Proven ability to build and manage detailed SaaS financial models. Experience partnering with executives and boards; strong executive communication skills. Fundraising or investor relations exposure (Series A-C experience ideal). Data-driven, analytical, and able to zoom between detail and strategy. Comfortable in high-growth, ambiguous startup environments; thrives as a “builder.” Benefits Competitive salary and meaningful equity Unlimited PTO and sick days 401k, and top tier Health, Dental and Vision insurance $500 a month remote work stipend Meeting light culture Biannual company retreats Latest productivity software such as Notion, Linear and Superhuman A team that values diversity and inclusion Compensation $168-$250k per year, plus meaningful equity Our values Be a coach: We want the best for our customers and ourselves. We coach people to help them achieve their best potential. An “Arcader” is both a teammate and a customer. There is a reason that the same word describes both. Carry the weight: We are owners. Let's empower each other. When we see something that needs change, we lead through it. An open book: We are open as a team and as a product. We don't put walls up unless it's necessary. We become better when we share information. We are open to diversity of opinion, backgrounds, and thought. Play as a team: We play because we're a creator tool. Life is short. Let's build something meaningful. We play as a team because great teams build great things together. We keep those standards high. Be kind: We can be honest and kind. We can have high standards and be kind. We can say no and be kind. Kindness can vary across cultures, upbringings, and languages - but we try our best to be kind. #J-18808-Ljbffr

About the Role Join Chime's Growth & Marketing Finance team as a Strategic Finance Associate, where you will support the Marketing function by driving expense forecasting, budgeting, and strategic initiatives across key areas such as Brand campaigns and partnerships, creative production and agencies, software tooling, and headcounts. This is a critical investment area at Chime, and this role offers high visibility and impact. You will help manage the marketing budget in close partnership with Marketing stakeholders, serving as a trusted thought partner to ensure forecasts are accurate, influence decision-making, and support Chime's broader financial strategy. We're looking for someone who is highly analytical, detail-oriented, and a clear, confident communicator with a strong bias toward action. You excel at building strong cross-functional partnerships, know how to balance precision with speed, and will play a key role in improving the accuracy and reliability of marketing expense forecasts over time. The base salary offered for this role and level of experience will begin at $105,000 and up to $145,000. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience. In this role, you can expect to: Develop, deliver, and maintain clear, insightful reporting that helps business leaders stay within budget and operate efficiently Own and continuously improve the budgeting and forecasting process, enhancing accuracy through strong modeling, disciplined assumptions, and process improvement Partner cross-functionally with Marketing and Finance stakeholders to support bottoms-up planning and strategic initiatives Build and maintain financial models and dashboards that provide data-driven insights and influence decision-making Continuously improve financial tools, processes, and operating cadences to support Chime's growth and enable smarter, faster decisions Leverage automation and emerging AI capabilities to enhance reporting, streamline workflows, and improve scalability To thrive in this role, you have: 4+ years of relevant experience in FP&A, Strategic Finance, investment banking, Big 4, consulting, or a related field, ideally within a high-growth technology environment Advanced Excel or Google Sheets skills, with hands-on experience building budgeting and forecasting models that enable business partners to make informed financial decisions Strong ability to work comfortably with large, complex datasets and translate them into actionable insights Demonstrated experience partnering cross-functionally-particularly with non-finance stakeholders-to influence decisions and drive outcomes High attention to detail and a strong ownership mindset, with the ability to manage multiple priorities and deliver accurate work in a fast-paced environment Clear and confident communication skills, with the ability to synthesize data into insights and recommendations for diverse audiences Experience with SQL, Looker, or other BI tools is a plus A little about us At Chime, we believe that everyone can achieve financial progress. We created Chime-a financial technology company, not a bank*-on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential. We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members. We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress. We know that to achieve our mission, we must earn and keep people's trust-so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall-our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential. Because if we don't-who will? *Chime is a financial technology, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC. What we offer for our full-time, regular employees 🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you're coming in regularly or is part of our fully remote program, you'll stay engaged with your work and teammates. ** 💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute ** 💰 Competitive salary based on experience ** ✨ 401k match ** plus great medical, dental, vision, life, and disability benefits 🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off ** 🫂 1% of your time off to support local community organizations of your choice 👟 Annual wellness stipend to use towards eligible wellness related expenses 👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents 👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more. 🎉 In-person and virtual events to connect with your fellow Chimers-think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too! ** 💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress ** ** Perks also available to Chime Interns. We know that great work can't be done without a diverse team and inclusive environment. That's why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals. Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact ******************. To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice. #J-18808-Ljbffr

A non-profit organization is seeking a Corporate Senior Financial Analyst to enhance their financial performance tracking and reporting. This hybrid role involves analyzing business performance, preparing reports for senior management, and participating in the budgeting process. Ideal candidates will have 4+ years of FP&A experience and strong proficiency in financial reporting and advanced Excel skills. Join a mission-driven team committed to impactful work and community values in San Francisco, California. #J-18808-Ljbffr

A leading beverage company in San Francisco seeks a Financial Analyst to manage trade promotions and analyze retail spending. This hybrid position entails supporting sales teams, validating invoices, and improving trade management processes. Preferred candidates have experience in the beverage industry and strong analytical skills using tools like Siebel and SAP. Benefits include a competitive salary range of $55,700 - $65,000, comprehensive health benefits, and a bonus program based on performance. #J-18808-Ljbffr

Remote Licensed Financial Services Representative Type: Commission-Based Independent Contractor About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions. Position Overview: We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers. Responsibilities: Educate clients on life insurance, annuities, and financial planning options Develop customized strategies to meet client needs Build long-term client relationships through trust and service excellence Maintain required state licenses and compliance standards Qualifications: Active state Life & Health Insurance License (or willingness to obtain) Strong communication and interpersonal skills Self-motivated and entrepreneurial mindset Experience in sales, finance, or customer service a plus What We Offer: Remote flexibility with unlimited earning potential Access to top carriers and products Ongoing mentorship and professional development Advancement opportunities within Cirkal Financial Services To Apply: Send your resume or inquiry to []

The Opportunity QuidelOrtho unites the strengths of Quidel Corporation and Ortho Clinical Diagnostics, creating a world-leading in vitro diagnostics company with award-winning expertise in immunoassay and molecular testing, clinical chemistry and transfusion medicine. We are more than 6,000 strong and do business in over 130 countries, providing answers with fast, accurate and consistent testing where and when they are needed most - home to hospital, lab to clinic. Our culture puts our team members first and prioritizes actions that support happiness, inspiration and engagement. We strive to build meaningful connections with each other as we believe that employee happiness and business success are linked. Join us in our mission to transform the power of diagnostics into a healthier future for all. The Role The Financial Analyst will be a key member of the North America Commercial Finance team. This position will be responsible for fostering a strong partnership with the Commercial business partners to provide in depth analytical support. Responsibilities will include month-end close responsibilities including journal entries, balance sheet reconciliations, analysis of revenue and volume, budgeting, forecasting, business support, budget to actuals variance analysis and other month-end activities. Using knowledge of the company's financial systems, this analyst extracts financial data from various accounting and information systems to provide recommendations for improved operational and financial effectiveness of the company. Performs moderately complex statistical, revenue, volume, cost and other financial analysis, and prepares subsequent narrative analysis and recommendations for management. The position requires advanced analytical and presentation skills as interfacing with business partners is critical to the candidate's success. This analyst will also have an interest in combining financial systems skills with analytics to improve business processes and drive performance. This position can be based in Raritan, NJ (Hybrid model with 1-2 days in office per week) preferred, or Remote work options may be considered. The Responsibilities Provides revenue, volume, expense and other financial information, inputs, and analysis through reporting. Analyzes historical and current financial data to identify trends, variances, and areas for improvement. Performs month-end close responsibilities including journal entries, balance sheet reconciliations. Supports development of annual operating plans and quarterly forecasts in collaboration with finance and business partners to create and manage budgets, ensuring alignment with company goals. Assists with creating presentations for executive reviews in support of quarterly forecast and annual operating plan. Analyzes financial data and extracts and defines relevant information. Interprets data for the purpose of determining past financial performance and/or to project financial probability. Understands line of business budgeting, forecasting and identifies key financial trends. Develops new reporting and analytical tools to improve the efficiency and effectiveness of monitoring the performance of the business. Maintains financial reporting systems to ensure alignment with source data. Works cross-functionally to resolve system issues. Performs other special projects assigned including in-depth analysis. Participates in the resolution of issues and process improvement opportunities. The Individual Required: Minimum of 1-3 years of experience in financial and/or strategic analysis. Bachelor's degree required; preferably in business, Accounting, Economics, or Finance. Experience in SAP and/or other related ERP Systems is a plus. Strong working knowledge of MS Office suite of products, including PowerPoint and Excel. Self-starter. Ability to work with moderate direction as needed. Ability to quickly get up to speed on processes and systems. Meets deadlines on a timely basis and provides follow up analysis/information as needed. Strong analytical and communication skills to convey information effectively. Ability to distill large amounts of data and translate analysis into compelling presentations. Excellent interpersonal skills. Ability to work with all levels in an organization. Excellent organization and time management skills. High level of accuracy in all work. Ability to identify errors or discrepancies and take action to resolve independently or involve appropriate partners as needed. Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Strong commitment to continuous learning and improvement. This position is not currently eligible for visa sponsorship. The Key Stakeholders Working across functions and departments, this individual will have extensive contact internally at all levels. This individual will provide input to and otherwise support Senior Management. The nature of contacts will be primarily to gather and share information. Internal Stakeholders: North America and Global Commercial Business Partners Broader Finance Organization IT/System Finance, HR, and other G&A functions The Work Environment No strenuous physical activity, though occasional light lifting of files and related materials is required. 30% of time in meetings, working with team, or talking on the phone, 70% of the time at the desk on computer, doing analytical work. Minimal travel required. Travel includes airplane, automobile travel and overnight hotel. Salary Transparency The salary range for this position takes into account a wide range of factors including location of candidate (San Diego, CA, Raritan, NJ or Rochester, NY), education, experience, knowledge, skills, and abilities of the candidate, in addition to internal equity and alignment with market data. At QuidelOrtho, it is not typical for an individual to be hired at or near the top range for their role and compensation decisions are dependent on the facts and circumstances of each case. The salary range for this position is $65,000 - $85,000 and is bonus eligible. QuidelOrtho offers a comprehensive benefits package including medical, dental, vision, life, and disability insurance, along with a 401(k) plan, employee assistance program, Employee Stock Purchase Plan, paid time off (including sick time), and paid Holidays. All benefits are non-contractual, and QuidelOrtho may amend, terminate, or enhance the benefits provided, as it deems appropriate. Equal Opportunity QuidelOrtho believes in Equal Opportunity for all and is committed to ensuring all individuals, including individuals with disabilities, have an opportunity to apply for those positions that they are interested in and qualify for without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. QuidelOrtho is also committed to providing reasonable accommodations to qualified individuals so that an individual can perform the duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact us at . #LI-AC1 #LI-Remote

We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry. This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within). You DO NOT need to quit your EXISTING CAREER. NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you! OUR COMPANY OFFERS: Full, In-Depth Training Program Flexible Schedule Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential Work From Home KEY RESPONSIBILITIES: Study, learn, and execute with on-the-job training Shadow client meetings, plan designs and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients Recommend which areas or services fit the client's need Participate in marketing and expansion strategies and efforts QUALIFICATIONS: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Valid US government issued ID Soft background check required No criminal history/record A working laptop and internet connection Able to complete licensing requirements within 30 days Accountable with a high level of integrity PREFERRED QUALITIES: We are looking for individuals that have the following qualities and mindset: Honesty and integrity are characteristics you live by. You value and believe in our mission and cause. You have an entrepreneurial spirit. You are constantly looking for personal growth. You are a leader or want to learn to lead. You are a self-starter and goal-oriented. You can work independently and work well as a team player. Sports/Club/Team Background, Sales, and Teaching experience is always a plus. INCOME MODEL: 1099 Contractor Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000) Residual income per annual client contract anniversary Passive income base for agency development Equity asset and full business ownership Bonuses World travel ENVIRONMENT: Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry. Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.

This position is posted by Jobgether on behalf of a partner company. We are currently looking for an AML Transaction Monitoring Specialist in United States.The AML Transaction Monitoring Specialist will play a critical role in safeguarding financial operations across both fiat and digital asset environments. This position focuses on leading transaction monitoring efforts, identifying suspicious activity, and ensuring compliance with AML regulations in a fast-paced, blockchain-enabled financial ecosystem. You will work closely with cross-functional teams to optimize monitoring systems, conduct forensic investigations, and maintain high standards of regulatory reporting. The role requires expertise in blockchain analytics, financial crime investigations, and a deep understanding of regulatory requirements. This position offers the opportunity to influence compliance frameworks in a cutting-edge fintech environment while contributing to the integrity and security of a growing digital financial network.Accountabilities: Lead end-to-end investigation of transaction monitoring alerts, ensuring thorough analysis and proper documentation. Draft and file Suspicious Activity Reports (SARs) with regulatory bodies independently. Continuously test, tune, and calibrate monitoring rules and thresholds to optimize detection and reduce false positives. Conduct blockchain forensic investigations to identify suspicious wallet activity and network exposure. Establish and maintain investigative standards, escalation protocols, and internal procedures for compliance audits and regulatory exams. Collaborate with internal stakeholders to enhance transaction monitoring systems, alert quality, and workflow automation. Produce and maintain key metrics and reports for senior management and risk assessments. Requirements: 5-7+ years of experience in BSA/AML compliance and financial crime investigations, preferably in regulated financial institutions or high-growth fintech environments. Bachelor's degree in Finance, Business, Law, or a related field. Professional certification such as ACAMS, CFCS, or equivalent. Expertise with blockchain analytics tools (e.g., Chainalysis, TRM Labs, Elliptic) and case management platforms. Strong knowledge of U.S. and international AML regulations, sanctions compliance (OFAC), and CDD/EDD procedures. Exceptional analytical and investigative skills, with the ability to communicate complex findings clearly in written reports. Detail-oriented, self-motivated, and able to work effectively in a remote, fast-paced environment. Benefits: Competitive salary range: $150,000-$165,000 USD annually. Comprehensive benefits package including healthcare, dental, and vision coverage. Fully remote work environment (EST timezone preferred). Opportunity to work in a pioneering fintech environment at the intersection of digital assets and compliance. Collaborative, mission-driven team with exposure to cutting-edge blockchain technologies. Professional growth opportunities in AML, financial crime, and digital asset compliance domains. Why Apply Through Jobgether?We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1

The Finance team at Asana tracks and seeks to understand the factors driving our growth and success. We help our entire organization achieve our operational and financial goals while embodying our company values. We ensure our objectives are feasible and work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly. We are looking for an outstanding corporate finance manager to join our FP&A team in our mission to help humanity thrive by enabling the world's teams to work together effortlessly. In this role, you will have the opportunity to strategically assess our growth drivers and partner with our Go-To-Market teams to drive impact. As a finance professional who has experience at PLG and SLG-led companies, you will solve hard problems independently, have deep experience in financial analysis, and have strong executive presence to communicate with senior leadership. The ideal candidate will be curious, detail-oriented, and collaborative, with excellent analytical and communication skills. This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements. What you'll achieve Analytically solve problems with the ability to gather and summarize large amounts of data to lead efficient executive decision-making; Lead the end-to-end recommendation process Nurture deep, trusted partnerships with Sales, Marketing, Product, Engineering, Accounting, IT, Business Operations, and their respective technical teams Support strategic short and long-term business decisions through ROI-focused financial modeling and analysis across different segments of the business Build, maintain, and own our revenue forecast model, helping connect the dots between net bookings forecast to our RPO, billings, deferred revenue, and GAAP revenue forecasts Propose and implement solutions to drive key financial metrics in partnership with the GTM organization Guide process improvement, standardization, simplification, install proper controls, and reporting enhancements About you 7+ years of applicable experience in FP&A, corporate, or strategic finance at PLG and SLG-led tech companies Bachelor's degree in finance, accounting, economics or a related quantitative field Strong understanding of corporate finance concepts and accounting principles Advanced knowledge of MS Excel/Google Sheets Prior experience with financial and data analytics tools including Anaplan and Databricks Ability to cultivate effective relationships and work cross-functionally with strong planning, process management, communication, and organizational skills Excellent business judgment and intellectual curiosity; proven ability to turn data into actionable insights and recommendations Track record of presenting complex financial analyses clearly and concisely to senior management Calm in the face of uncertainty and comfortable working in a dynamic environment, you bring a proactive ownership and action-oriented approach At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply. What we'll offer Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit. For this role, the estimated base salary range is between $164,000- $186,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified. In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. We strive to provide equitable and competitive benefits packages that support our employees worldwide and include: Mental health, wellness & fitness benefits Career coaching & support Inclusive family building benefits Long-term savings or retirement plans In-office culinary options to cater to your dietary preferences These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. #LI-Hybrid About us Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong. Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.

Collect customer requirements, determine technical issues, and design reports to meet data analysis needs. Identify new sources of data and methods to improve data collection, analysis, and reporting. Collect, analyze, and report data to meet customer needs. 4 years of experience are required. Join this enterprise networking organization-one of our fastest-growing sales teams and the talent engine that consistently delivers profitable growth. We serve the customer lifecycle by connecting customers with transformative solutions to drive business value and efficiency. Here, you'll find a supportive environment with coaching, training, and on-the-job learning to accelerate your career. Enjoy our award-winning, flexible workplace powered by the latest technology, where innovation and giving back to the community are at the heart of what we do. Be part of a dynamic team that thrives on adapting to market changes and making an impact. Your Impact: Data Analyst As a Data Analyst supporting Strategy, Planning, and Operations, you will play a critical role in enabling Global Virtual Sales organization to make data-driven decisions and drive operational excellence. You will collaborate closely with business leaders, sales teams, and cross-functional partners to deliver actionable insights, optimize processes, and support strategic initiatives that fuel growth and efficiency. What You'll Do - Analyze & Interpret Data: Gather, validate, and analyze sales, customer, and operational data to identify trends, opportunities, and areas for improvement across the organization. - Deliver Actionable Insights: Develop dashboards, reports, and visualizations that translate complex data into clear, actionable business intelligence for leaders and teams. - Support Strategic Planning: Provide data-driven recommendations to inform strategy development, resource allocation, and business planning. - Drive Operational Efficiency: Identify process bottlenecks and recommend solutions to streamline operations and enhance productivity. - Collaborate Across Teams: Partner with Sales, Marketing, Finance, and other stakeholders to support business reviews, forecasting, and performance tracking. - Promote Innovation: Leverage latest analytics tools and technologies to drive continuous improvement and innovation in sales operations. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - Hands-on experience (3+ years) with data cleaning, preprocessing, and ensuring data quality using SQL and data warehousing tools such as Snowflake, SAP HANA or other. - Proficiency (3+ years) in creating, optimizing, and maintaining data flows and Tableau (or similar) dashboards to visualize and communicate key business metrics. - Strong analytical skills with demonstrated ability (3+ years) (sales or marketing preferred) to conduct market trend analysis and deliver actionable insights. Desired Skills/Qualifications/System Experience requirements: ("Nice to have Qualifications") - Prior experience working with Cisco datasets or within the Cisco ecosystem. Salesforce experience a plus as well. - Familiarity with scripting languages such as Python or R for advanced data manipulation and analysis. - Excellent communication skills with the ability to present complex data findings to non-technical stakeholders.

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

Tracking Code U25-115 Job Level Not Applicable Category Accounting and Finance Type Full-Time/Regular The Financial Analyst, Corporate FP&A Reporting supports the company's forecasting, budgeting, consolidations, long range planning, and risk and opportunity management processes. This role helps bring together financial inputs across FP&A teams, including revenue, bookings, churn, renewals, headcount, and operating expenses, into a complete and accurate corporate forecast. The analyst will assist in preparing Board of Directors materials, monthly reporting, and executive presentations. The role requires strong technical capability, expert level Excel skills, and the ability to translate financial data into clear charts, visuals, and presentation ready materials. The position also supports organizational efforts through documentation, file structure upkeep, and consistent application of reporting standards. Key Responsibilities Corporate Forecasting, Budgeting, and Long-Range Planning * Support company-wide budgeting and forecasting cycles by consolidating financial inputs from FP&A business partners * Contribute to long range planning model updates and related financial analyses * Maintain and update corporate models with accuracy and attention to detail * Support risk and opportunity tracking and prepare summaries for leadership Financial Consolidation and Reporting * Consolidate revenue, bookings, churn, renewals, expenses, and headcount into an integrated corporate forecast * Prepare monthly and quarterly reporting packages for leadership review * Support the development of Board of Directors presentation materials * Create charts, tables, and visuals that clearly communicate key financial insights * Support company-wide projects, analyses, and ad hoc requests Technical Modeling and Analytics * Build and maintain driver based financial models using Excel and other financial planning tools * Apply solid modeling techniques including scenario analysis, variance analysis, and trend analysis * Support FX neutral and budget neutral analyses when needed * Ensure accuracy and consistency across modeling and data consolidation * Utilizes AI-enabled tools (e.g., chatbots, document automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standards Process, Organization, and Documentation * Support organization of shared FP&A files and folders, including consistent use of SharePoint * Help maintain documentation and desktop procedures that guide recurring processes * Assist with process improvements and tools that enhance clarity and efficiency across FP&A * Assist in improving reporting consistency and streamlining FP&A workflows ABOUT OUR PLATFORM Tungsten Automation's Intelligent Automation software platform helps government agencies transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. We combine Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability-particularly crucial for highly regulated industries facing complex compliance requirements. No other software vendor offers a platform of complementary technologies integrated into a scalable, manageable software platform, positioning us to grow and dominate the process automation space. While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business. Required Experience * 2-5 years of experience in FP&A, corporate finance, or financial analysis * Expert level Excel skills with demonstrated ability to build and maintain financial models * Familiarity with financial planning systems (such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus * Experience with BI or data visualization tools (Tableau, Power BI) is a plus * Ability to communicate financial information clearly both verbally and in written formats * Strong attention to detail, problem-solving skills, and organizational skills * Skills in prompting AI systems and assessing output quality * Ability to leverage AI to ideate, develop, and scale to the needs of their department * Proactive, collaborative, and able to support multiple priorities in a fast-paced environment Tungsten Automation Corporation, Inc. is an Equal Opportunity Employer M/F/Disability/Vets The base salary range for this role, across the US, is $97,000 - $108,000. Your actual base pay within this range will be determined by your work location as well as skills, qualifications, experience, and relevant education/training. The range provided reflects only the base salary for the role and does not include benefits. This position is located in Remote, United States. View the Google Map in full screen.

If you are looking for a meaningful career where people work and act with passion, rethink the existing and always strive to find the best solution - you have come to the right place. We develop future technologies to relentlessly make supply chains better. We are a leader in supply chain software solutions, helping organizations streamline operations, reduce costs, and improve efficiency. What a day in the life looks like Build and maintain dynamic Excel models to support forecasting, scenario planning, and strategic decision-making. Develop executive-level presentations that communicate financial insights, business performance, and strategic recommendations. Partner cross-functionally with business leaders to understand key drivers and translate them into actionable financial plans. Support quarterly and annual planning cycles, including budgeting, forecasting, and long-range planning. Conduct ad hoc financial analysis to evaluate business initiatives, investments, and operational performance. Drive continuous improvement in reporting, modeling, and presentation standards across the FP&A team. What you bring to the team 5+ years of experience in corporate finance, investment banking, management consulting or FP&A. Advanced proficiency in Excel (modeling, scenario analysis, sensitivity testing). Strong experience with PowerPoint and executive storytelling. Proven ability to work with large datasets and synthesize insights. Excellent communication skills with a strong executive presence. Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA a plus. Preferred Experience Prior experience at a top-tier consulting firm (e.g., McKinsey, BCG, EYP, Deloitte, etc.) preferred but not required. Familiarity with financial systems (e.g., Netsuite ERP, Netsuite Planning and Budgeting, Power BI, Salesforce, etc). Experience supporting C-suite / private equity level reporting and board materials. #LI-REMOTE #LI-SK1 Why join us? At Infios, we're not just looking for employees; we're looking for partners in innovation, growth, and purpose. Meeting you where you are to create the future you need is at the core of who we are and what we do. Whether you're at the beginning of your career or a seasoned expert, we meet you on your journey, equipping you with the tools and opportunities to build the future you envision. Together, we will relentlessly work toward one common goal - making supply chains better. We believe the future is better when supply chains work better. We are an equal-opportunity employer and committed to inclusion in the workplace. At Infios, we believe that inclusion is a fundamental cornerstone of our success. We are committed to creating a safe and welcoming environment where every individual's unique experiences and perspectives are valued-whether they look, think, move, believe, or love differently. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, national origin, sex, sexual orientation, gender identity, marital status, pregnancy, religion, age, disability, veteran status, genetic information, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role. If you require assistance or accommodation due to a disability during the recruiting process, please let us know at *************** Disclaimer: This job advertisement is not designed to cover a comprehensive listing of all duties or responsibilities that are required for this job. Please note that any salary information is a general guideline only. Individual compensation will be determined by various factors such as the scope and responsibilities of the position, experience, education, skills, location, and market and business considerations. Applications must be submitted via our career site.

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose To provide and grow the local delivery of insurance related products to members within assigned work area. To engage branch employees on general financial advisory topics to support the referral process. This is a full-time, remote position. 9:00 AM - 6:00 PM -- Tuesday - Saturday. Shifts require working weekends and holidays. Salary to be determined based on education, experience, and licenses. Dimensions This person acts as the primary personal lines (auto, homeowners, etc.) agent for one or more districts, providing quotes and writing policies as needed via phone. The insurance focused FAS Specialist also helps members with their life insurance and annuity needs. Finally, this person works directly with the FAS Contact Center Managers to provide the effective delivery of Financial Advisory Services. Duties Develops or increases proficiency as a life insurance agent to explain coverage options, deliver quotes, and write policies. Develops or increases proficiency as a personal lines insurance agent to explain coverage options, deliver quotes, and write policies. Develops a good understanding of all FAS solutions to coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically. Effectively works referrals to ensure members are connected with a qualified FAS employee. Frequently communicates with the FAS Contact Center Managers about activities and results within assigned area. Performs other tasks as assigned. Requirements Must have four-year degree, CCUE Certification, OR Associate of Arts or Associate of Science degree via the North Carolina College Transfer Program (NC-CTP) OR be fully licensed in life insurance and either Property & Casualty OR Personal Lines insurance Must be fully licensed in insurance products OR become fully licensed within 3 months of hire by obtaining the following licenses: Life and Health Insurance Property and Casualty Insurance (NOTE: unlicensed hires will now be solely pursuing the Property and Casualty license.) Some experience in the credit union or financial services industry is preferred. Must maintain all required licenses after obtaining them and satisfy all continuing education requirements. Must demonstrate excellent written and verbal communication skills Must be self-motivated. Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust of Credit Union. Must be able to quickly adapt to changes in daily work based on immediate needs. Must have strong multi-tasking and organizational skills. Be discreet in performance of duties and hold information about member accounts in strict confidence. Work additional hours when necessary to execute responsibilities. Must complete training, modules and education as directed by management. Must be able to speak English fluently. Must be able to cooperate and collaborate with co-workers. Must be cordial in all interactions with members and co-workers. Must adhere to the work schedule and attendance policy established by manager. Regional travel required. Must possess vehicle and valid driver's license. Job Environment This is a remote work position. May be required to report in-person to the office at the request of management and to travel occasionally for trainings. Office setting with physical proximity to other employees. Some background noise from other employees, copy machine, and telephone. Some aspects of job will be performed at off-site premises. Physical Demands Must be able to comprehend and carry out verbal and written instructions. Sits 50%, walk 25%, and stands 25% of the time. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Use hands and fingers to press telephone key pad and lift telephone receiver. Must be able to comprehend phone calls. Must be able to communicate clearly in answering members questions. Must listen well to ascertain the services needed by each member. Climbing stairs may be necessary in branches that are housed on more than one floor. Visual acuity is required to complete necessary documentation. Must be able to lift 5 pounds. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

LegalZoom is on a mission to help people navigate the legal system with confidence and clarity. As a leader in online legal services for over 20 years, we combine technology, attorney-led solutions, and expertise to protect the aspirations, lives, and legacies of millions of customers. If you're ready to contribute to a collaborative, diverse, and distributed group of creative thinkers and problem-solvers, we can't wait to meet you. This hybrid position will work remotely as well as onsite in our Sherman Oaks, CA or Mountain View, CA office. Overview LegalZoom.com is seeking a Senior Corporate Finance Analyst to join our Corporate Finance team. The highly visible position will be responsible for supporting business leaders, building financial models, identifying revenue and expense opportunities, and concisely reporting results to senior management. The optimal candidate will possess excellent interpersonal skills and critical thinking abilities to collaborate with teams across our organization and foster data-driven decision-making. The Senior Corporate Finance Analyst will report to the Sr. Manager of Corporate Finance. You will * Support the monthly forecasting process, streamlining the company operating model * Collaborate on the board of directors presentations and earnings call process by developing insightful presentations and supporting materials that summarize quarterly and annual performance * Provide thought leadership, helping foster new business lines, simplify existing processes, drive standardization, and build scalable solutions * Collect, analyze, and manage quantitative data, build thoughtful excel models, and create meaningful reports to lead business improvement and cost reductions * Evolve the budgeting and planning process, assisting with cross-functional projects to improve the integration of key decisions makers with FP&A * Work in tandem within the Finance organization to deliver information for planning, actuals, and analysis to drive business performance and identify opportunities and risks You have * Bachelor's degree in Finance, Economics, Mathematics, or related field with at least 2-4 years of experience in Consulting, Investment Banking, or Corporate Finance * Understand performance metrics used to evaluate internet businesses including subscription products * Solid communicator with collaboration skills that focus on teamwork. Comfortable with large volumes of complex data and presenting their findings to senior management * Strong worth ethic with ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced, dynamic, ever-growing, and often ambiguous environment * Must have excellent analytical and organizational skills; demonstrate exceptional attention to detail, accuracy, and follow-through * Ability to thrive in a fast-paced, entrepreneurial environment with highly motivated team members * Advanced Excel and PowerPoint skills required and other data visualization software skills are a plus LegalZoom is a remote-friendly company and the national range for this role is $77,600 - $124,200. Actual compensation offered will depend on several factors including but not limited to: geographic location, work experience, education, skill level, and/or other business and organizational needs. In addition, an annual bonus, incentive bonus and/or restricted stock units may be provided as part of the compensation package. You will also receive a full range of medical, financial, and other benefits as seen below. ● Medical, Dental, Vision Insurance ● 401k, With Matching Contributions ● Paid Time Off ● Health Savings Account (HSA) ● Flexible Spending Account (FSA) ● Short-Term/Long-Term Disability Insurance ● Plus other wellness benefits to include: Fertility Mental Health One Medical Fringe lifestyle benefits up to $250 Join us in making a difference as we build our future and help ensure access to professional legal advice to all! LegalZoom is an equal opportunity employer, dedicated to diversity, equality, and inclusion, and provides equal employment opportunities to all employees and applicants for employment. LegalZoom 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. Additionally, LegalZoom is enrolled in the E-Verify program. For additional information on E-Verify, please visit Participation and Right to Work pages.

About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website

Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Financial Analyst - Corporate Forecast? Globe Life is looking for a Financial Analyst - Corporate Forecast to join the team! In this role, you will be responsible for developing and maintaining complex financial models based on an assessment and understanding of key drivers and assumptions. You will generate financial reports, presentations, monthly and quarterly reviews, and related analysis for executive management, Globe Life's Board of Directors, and other stakeholders. Additionally, you will evaluate the financial impact of key strategic initiatives and serve as the finance lead for projects. This includes developing financial business cases, maintaining financial oversight, advising operations, and supporting the development of appropriate KPIs, baseline projections, progress tracking, and reporting to drive accountability. This is a hybrid position located in McKinney, Texas. What You Will Do: * Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance. * Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance. * Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast. * Identify, design, and implement enhancements to existing forecasting and reporting processes and systems. * Support the development of corporate strategic business analysis and insights for executive talking points. * Develop capital planning models, reports, and templates. * Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI. * Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking. * Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities. * Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s). * Develop and maintain a comprehensive understanding of the corporate strategic initiatives, priorities, and key business issues. * Serve as an active member of project/initiative teams - capturing financial assumptions and offering a financial perspective to project issues/challenges to drive outcomes. * Collaborates with other finance team members to ensure the annual operating plan and strategic projections accurately reflect the status of large-scale enterprise initiatives. * Identify and recommend process improvements that significantly reduce workloads and reporting redundancies. * Develop the financial business cases for presentation to senior leadership. * Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results. * Mentor and train other members of the Corporate Financial Planning & Analysis team. * Ad hoc analysis and special projects involving systemic improvements, expense deep dives, and implementation of corporate policies and other projects to support key strategic initiatives. What You Can Bring: * Bachelor's degree in Finance, Accounting, or Economics with progressive technical and operational business experience. * 2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry. * Holding or actively working towards a CPA, CFA, or MBA is a plus. * Demonstrated knowledge of corporate financial planning, reporting, and analysis. * Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy. * Proven experience in building complex financial models that forecast a company's income statement, balance sheet, and cash flow. * Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines. * Balances data and information, making decisions based on both a sense of what is correct and logical. * Ability to clearly communicate compelling messages to senior leaders and partners. * Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business. * Demonstrates strong initiative with the ability to work independently, identify issues, and succinctly present solutions. * Balances a high sense of urgency with presenting detailed and accurate financial information. * Takes initiative and is not satisfied with the status quo. * Leads and actively participates in team meetings and is involved in developing individual and team project plans. * Demonstrates a willingness to persist when faced with obstacles or adversity. * Willingness to accommodate the rigor of the annual and quarterly reporting cycle. * Expert-level Microsoft Excel with an aptitude in financial modeling, planning systems, and reporting for analysis. * Experience with corporate performance management software solutions Anaplan is a plus. * Experience with data visualization software (Power BI or Tableau) is a plus. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full time and/or part time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: McKinney, TX

Role Description We are seeking a highly motivated and analytical Finance Transformation Intern to join our team for the Summer 2026 internship program. This role offers hands-on experience working at the intersection of finance, data, systems, and process improvement, with additional exposure to cross-functional and company-wide transformation initiatives, including AI-enabled use cases. As a Finance Transformation Intern, you will contribute to high-impact projects focused on improving financial processes, automation, analytics, and tooling across the Finance organization, while also supporting the development of a company-wide AI use case library in partnership with teams beyond Finance (e.g., Operations, Legal, Sales etc). Through this experience, you will: Gain practical exposure to finance and enterprise transformation initiatives within a fast-paced, technology-driven company. Partner with Finance, Accounting, and cross-functional teams to support process optimization, automation, analytics, and responsible AI adoption. Learn how organizations redesign workflows, implement new tools, and scale AI-enabled solutions across functions. Develop foundational skills in process mapping, analytics, systems thinking, documentation, and change management. Build strong relationships through mentorship, collaboration, and career guidance from experienced finance, cross-functional, and transformation leaders. Establish a solid foundation for careers in finance transformation, business operations, analytics, finance systems, or AI-enabled operations. Responsibilities Support finance and cross-functional transformation projects by documenting and analyzing existing finance and business processes. Assist in identifying opportunities to improve efficiency through automation, analytics, and responsible use of AI-enabled tools across Finance and other business functions. Contribute to small-scale AI and automation initiatives, including testing tools, validating outputs, and documenting use cases and workflows. Contribute to the build and maintenance of a company-wide AI use case library. Support analysis, documentation, and presentation materials for ongoing finance and enterprise transformation initiatives. Participate in team meetings and cross-functional working sessions to gain exposure to how teams adopt new tools and ways of working. Requirements Currently pursuing a Bachelor's degree in Finance, Accounting, Business, Economics, Information Systems, Data Analytics, General Science or a related field, with an expected graduation date in 2027 or later. Curious, proactive, and eager to learn, with a willingness to take initiative in ambiguous and evolving environments. Strong analytical and problem-solving skills, with the ability to break down processes and identify improvement opportunities. Clear and concise written and verbal communication skills, with strong attention to detail. Ability to manage multiple priorities and deliver high-quality work in a fast-paced setting. Proficiency in spreadsheet, presentation, and productivity tools commonly used in business environments, as well as familiarity with AI-enabled productivity and analysis tools (such as AI assistants e.g. ChatGPT, Gemini etc). Experience with data analytics or automation tools is a plus. Authorized to work in the United States without sponsorship. Preferred Qualifications Demonstrated curiosity and interest in how business teams use technology, data, automation, or AI to improve how work gets done. Exposure to analytics, automation, or low-code tools (e.g. Alteryx, Tableau, PowerBI) through coursework, internships, or personal projects. Strong communication and interpersonal skills, with the ability to explain ideas clearly in writing and in group settings. Self-starter mindset with the ability to operate effectively in a fast-paced, evolving environment. Strong organizational skills, including the ability to track multiple tasks and follow through on deliverables. Compensation US Pay Range$3,000-$3,000 USD